making diy sharepoint a reality for everyone in your company
TRANSCRIPT
Making DIY SharePoint a Reality for EveryoneDan Barker – Global Product Manager
Dell Software
Who on earth is Dan Barker?
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• Global Product Manager for Dell Software
• Worked with SharePoint since the “Tahoe” days
• Developer, architect, financial/data analyst, GM
• Prior work at multiple fortune 500 companies
• Work from the Microsoft campus in Redmond
• I am not related to Bob Barker
• Sports Nut/ Detroit Tigers fan
www.dan-barker.com
@barkingd
Who on earth is Dan Barker?
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#TBT
Agenda
• Productivity DNA (Forensic Files Anyone?!)
• Native Limitations
• Limited Time and Tools
• The Tools Dilemma
• The Developer Dependency Dilemma
• Enablement & Adoption = ROI
• Demos – Killing 15 customization pains in 15 minutes & Workflow + Customization = WINNING!
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Root Problem
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We need SharePoint to do more
• SharePoint out of the box has limitations
• DIY SharePoint is not a reality without the right tools
• Citizen developers (CDs) lack training and experience required to self serve
• CDs don’t have rights to customize if tools are locked down
• CDs need enhancements done yesterday
• Using SharePoint to improve productivity
Productivity DNA
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Charts, dashboards & KPI’s
Data filtering & reporting
Calendaring
Forms
Workflow
Site menus & navigation
LOB integration
Productivity DNA – Core Functions
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Workflow
Charts, dashboards & KPI’s
Data filtering & reporting
Calendaring
Forms
Site menus & navigation
LOB integration
• Various ways to store data in SharePoint
• Why not attach the business process to this data as well (workflow)
• Peanut butter and jelly • Most data is created out of
process (artifacts)• Automation = improved
efficiencies• Accountabilities (transparency)
Operational Tasks
Automation
Native Limits – List Views
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• Very limiting
• Basic sorting & filtering
• No data aggregation
– Multiple list rollup
– LOB data connectivity
• 2 level grouping
• No KPI’s
Native Limits - Forms
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• Provide Limited user presentation options
• Very basic field management
– Field type and order only
– North and South (up and down) only
– Cannot create tables (left to right columns)
– Cannot create field labels
– Cannot color code
• Weak mobile compatibility
– Without better forms management the mobile experience suffers
• Line of business connectivity is weak
– Weak compatibility with external data sources (SAP, Oracle, etc.)
Native Limits - Charting
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• Charting is a very common need
• There are no chart web parts in SharePoint 2013
• Business Intelligence (BI) / Dashboard scenarios
• Visual representation helps makes SharePoint actionable
• Charting options depend on your SharePoint license type
Native Limits - Navigation
• Limited site & site collection navigation options
• Very little navigation flexibility
• No cascading options
• Cross site updates can be difficult
• Not mobile friendly
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Native Limits - Workflow
• Can only be extended using SharePoint Designer
• Not everyone has access to this tool
• Not very visual
• Closely aligned with native forms scenarios
– Native forms are very limiting
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Limited Time & Tools
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InfoPath – Not easy to use & deprecated
SharePoint Designer– Few can use it & overly powerful
Visual Studio – Developers only (but not always)
Napa – Developers only (but not always)
Challenges & Effects
• Technical Skill• Availability• Enablement• Adoption
What about
Apps?!?
The Tools Dilemma
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Admins Devs
Tools
Available tools and user needLimited toolset and limited accessibility
Users
The Tools Dilemma
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Users
User span all facets of the company & mostly non-technical
HR Finance Marketing Sales IT Legal
Research Data – Operational Tasks
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98% say do-it-yourself SharePoint customization
would be useful Would it be useful if your non-technical users could easily implement the following types of SharePoint customizations
themselves?
Source: Dimensional ResearchMore Dimensional Research Information Here
98% is conclusive!
Research Data - Operational Tasks
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Source: Dimensional ResearchMore Dimensional Research Information Here
What types of SharePoint customizations are most requested by business users?
Most customization requests are for common
requirements These seem simple even
for you
Research Data - Operational Tasks
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Do non-technical SharePoint users have the necessary toolsavailable to them to easily make their own customizations
safely and with confidence?
Existing SharePoint customization tools inadequate for
non-technical staff
Bazinga that’s bad. The
data doesn't lie!
SharePoint as a Process Mechanism
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The Developer Dilemma
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Native SharePoint
3rd Party Tool
Custom Dev
• Risk to the environment (infrastructure & migration)• Ongoing supportability • Reuse• Time• Usually very project specific (verses environment specific)
The Developer Dependency Dilemma
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• Most users need to depend on IT or developers
• Only top projects and priorities get development assistance
• Users have no ability to self serve• This changes in the new app world
• Usually medium to low complexity
Potential Arsenal
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Custom Solutions
Enablement & Adoption = ROI
• You can’t have adoption without enablement
• You can’t have ROI without adoption
• Yammer is a good example – Everyone collaborates
– Native SharePoint wasn’t very good at that (Until SP2013)
• Tools for everyone = Solutions for everyone!
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Best In Class
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Customization Workflow
Two Tools = Massive Coverage
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Nintex Workflow
• Easy to use
• “Extends”, doesn't “replace”
• SharePoint Designer not required
• Non-developer/power user friendly
• Works for developers
• Application level integration (web services/LOB)
• Great UI, powerful engine
• Flexibility across skillsets
• Highly reusable
• Community = Nintex Connect (Nintex Live)
• Killer workflow!!!
Quick Apps for SharePoint
• Easy to use
• “Extends”, doesn't “replace”
• SharePoint Designer not required
• Non-developer/power user friendly
• Works for developers
• Application level integration (web services/LOB)
• Great UI, powerful engine
• Flexibility across skillsets
• Highly reusable
• Community = SharePoint For All
• Killer customization!!!
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…Stop…….Demo Time!