How to implement SharePoint 2010?

Learn how to implement SharePoint to manage documents and records

Atle SkjekkelandVice President, AIIM

www.aiim.org/sp

The Need for Best Practices “There is so much heat and so little light

out there about exactly what SharePoint does and how it does it.

We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration).

There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'"

SharePoint is a Registered Trademark of Microsoft

John ManciniAIIM President

www.aiim.org/sp

AIIM: The Place to Learn

The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community

Skill sets and best practices are identified by Education Advisory Groups in North America and Europe

Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010

Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.

SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp

Certificate Course Structure

SharePoint

Practitioner

SharePoint

Specialist

SharePoint

Strategy

Case Study

Why? What? How? Use?

The Practitioner and Specialist programs are available as both online and classroom courses

The Strategy and Master programs are only available as classroom courses

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Specialist & Master Course

Strategy

Test, Train, Sustain

Change Management

Migration

Implement SustainTransitionAssess

Customization

Integration

Business Case Governance

Documenting Requirements

Records Management

Information Gathering

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Analyze and identify capabilities and gaps Quantify storage, volume, capacity and geography

requirements Understand interviewing and what elements need to

be gathered Quantify technical, administrative and productivity

benefits Identify the business case areas justifying a

SharePoint environment Identify the level of effort and cost elements Develop a content management strategy for

SharePoint Understand and communicate the scope/impact on

business areas Construct a reference architecture to identify

projects/opportunities

Step 1: Assess

Strategy

Assess

Business Case

Information Gathering

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Develop/define business and technology requirements

Leverage existing standards Identify categories of functional areas to document Review ability to comply with records management

imperatives Communicate influences of enterprise compliance Identify SharePoint elements that meet compliance

challenges Establish governance structure/role definition Recognize appropriate responsibility for different

usage, development, support, infrastructure issues Develop high level governance plan and program

documents

Step 2: Transition

Transition

Governance

Documenting Requirements

Records Management

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Identify tools/options for development within SharePoint Plan/design primary components for core capabilities of

SharePoint Evaluate the buy versus build options Identify the risks/issues with configuration versus custom

development Determine realistic resource requirements (human /machine)

for development and support Identify legacy application integration requirements Enumerate existing platform/protocol standard Identify strengths/weaknesses with integration to other

content management platforms Identify/quantify types of content to be migrated to SharePoint Map data and data type from one system to another Validate migration for quality assurance Quantify and plan level of effort required for migration

Step 3: Implement

Migration

Implement

Customization

Integration

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Identify technical, organizational and cultural elements of a change management program

Coordinate support, infrastructure, migration and training for effective rollout

Develop a communication plan before, during and after implementation

Ensure implementation meets user expectations Develop a disaster recovery plan Identify capacity changes and requirements for

performance monitoring Ensure continued quality improvements on

system and data

Step 4: Sustain

Test, Train, Sustain

Change Management

Sustain

SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp

Course Feedback "Often I have watched enterprises use chaos and complexity

theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if

it does, then let it self-organize. This may work very well for certain microbial colonies or ant

colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the

vision and roadmap to organize a SharePoint deployment around total efficacy.

Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy.

This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”

Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT

SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp

Online courses ◦ Practitioner and Specialist course

24/7 Access Visit www.aiim.org/sp for more

information Classroom courses

◦ Practitioner and Master Classes Instructor-led Classroom courses Visit www.aiim.org/sp to locate a

class near you

Course Availability

SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp

Questions?

www.aiim.org/sp

Visit aiim.org/sp ◦ To locate a classroom course near you◦ Sign up for an online course – available

24-7 for 6 months◦ Ask AIIM to deliver an in-house class for

your organization by emailing training@aiim.org

SharePoint is a Registered Trademark of Microsoft