sharepoint deployment planning service engagement descriptions · the sharepoint strategy briefing...

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BUSINESS OPTIMIZATION SOFTWARE 1.800.INSIGHT t INSIGHT.COM This document is a summary of what is included in each of the SharePoint Deployment Planning Service (SDPS) engagements. Scope of Work: • Strategy Briefing Session (1, 3, 5, 10, and 15-day engagements) • Analyze business drivers • Assess deployment challenges and risks • Provide a high-level view of the features and benefits • Assess infrastructure optimization and automation of deployment • Architecture Design Session (ADS) (1, 3, 5, 10, and 15-day engagements) • Review of the tools, technologies, and solutions • Review best practices • Develop a strategic roadmap for product deployment (1-day engagement) • Develop a deployment plan (1, 5, 10, and 15-day engagements) • Demonstration of the possibilities of automation through a Proof of Concept (5, 10, and 15-day engagements only) • Application • Document that encapsulates the outputs from the engagement • Strategic Roadmap (1- day)—(1-Day Engagement Summary and Strategic Recommendations) • Deployment Plan (3, 5, 10, and 15-day)—(Engagement Summary and Recommendations) 1-DAY ENGAGEMENT DESCRIPTION The SharePoint Strategy Briefing rapidly exposes customers to Office SharePoint Server 2010 methodologies, independent of their current environment, limitations, and blockers. During this engagement, the customer will learn about the Office SharePoint Server 2010 roadmap and how the roadmap fits with the company’s vision. The customer will also gain knowledge of how best to deploy Office SharePoint Server 2010 in the customer’s environment. Activity Discovery sessions/workshops—introduce the customer to the latest SharePoint Products and Technologies, guidance, and best practices for successful deployment in its environment. • Typically delivered as three (3) teleconference meetings or as a one-day session that will include: SharePoint Deployment Planning Service Engagement Descriptions

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Page 1: SharePoint Deployment Planning Service Engagement Descriptions · The SharePoint Strategy Briefing rapidly exposes customers to Office SharePoint Server 2010 methodologies, independent

Business OptimizatiOn sOftware

1 . 8 0 0 . i n s i G H t t i n s i G H t. c O m

This document is a summary of what is included in each of the SharePoint Deployment Planning Service (SDPS) engagements.

Scope of Work: •StrategyBriefingSession(1,3,5,10,and15-dayengagements) •Analyzebusinessdrivers •Assessdeploymentchallengesandrisks •Provideahigh-levelviewofthefeaturesandbenefits •Assessinfrastructureoptimizationandautomationofdeployment •ArchitectureDesignSession(ADS)(1,3,5,10,and15-dayengagements) •Reviewofthetools,technologies,andsolutions •Reviewbestpractices •Developastrategicroadmapforproductdeployment(1-dayengagement) •Developadeploymentplan(1,5,10,and15-dayengagements) •DemonstrationofthepossibilitiesofautomationthroughaProofofConcept(5,10,

and15-dayengagementsonly) •Application •Documentthatencapsulatestheoutputsfromtheengagement •StrategicRoadmap(1-day)—(1-DayEngagementSummaryandStrategic

Recommendations) •DeploymentPlan(3,5,10,and15-day)—(EngagementSummaryand

Recommendations)

1-Day EngagEmEnt DEScriptionTheSharePointStrategyBriefingrapidlyexposescustomerstoOfficeSharePointServer2010methodologies,independentoftheircurrentenvironment,limitations,andblockers.Duringthisengagement,thecustomerwilllearnabouttheOfficeSharePointServer2010roadmapandhowtheroadmapfitswiththecompany’svision.ThecustomerwillalsogainknowledgeofhowbesttodeployOfficeSharePointServer2010inthecustomer’senvironment.

activity •Discovery sessions/workshops—introducethecustomertothelatestSharePoint

ProductsandTechnologies,guidance,andbestpracticesforsuccessfuldeploymentinits environment.

•Typicallydeliveredasthree(3)teleconferencemeetingsorasaone-daysessionthatwill include:

SharePoint Deployment Planning ServiceEngagementDescriptions

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•DeploymentQuestionnaireReviewSession •StrategyBriefingSession(SBS) •CustomizedArchitectureDesignSession(drivenbythequestionnaireandSBS)

Deliverables • 1-Day SDpS Summary and recommendations—Thisdocumentisahighlevelsummary

of the information that is uncovered during this engagement. It includes customer specifics,enumeratescustomer-specificbusinessissues,identifiesanydeploymentchallenges,andprovidesapracticalapproachtoremediatingorinvestigatingthoseblockers.Thecustomerwillbeabletousethisdocumenttofocusfurtherinvestigationandtobuildplanningbudgetsandinternalstrategies.Thedeliveryconsultantwillhelptoestimatepotentialdeploymentscosts.Additionally,linkstotoolsandbestpracticesareprovided.Duetotheabbreviatednatureoftheinteractionwiththecustomerandthebreadthofthematerials,highlydetailedinformationisnotusuallyprovidedinthisdocument.(1-DaySDPSSummaryandStrategicRecommendations)

•SDpS Delivery Evaluation Form—Thisdocumentisprovidedtothecustomeronthefinalday.Thiswillprovidevaluabledataforfollowupwork,aswellasallowingthedeliveryconsultantstoperfecttheirdeliverystyle.(SDPSDeliveryEvaluationForm)

• SDpS customer Survey—Onlinesurveyoftheengagementtobecompletedbythecustomer.

3-Day EngagEmEnt DEScription—on-SitE EngagEmEnt DEtailSA3-dayArchitecturalDesignSession(ADS)startswithinformationgatheringandunderstandingthebusinesschallenges;itthenintroducescustomerstoOfficeSharePointServer2010technologies,solutions,andconcepts,andexplainshowthetechnologiescanmeetthosebusinesschallenges.Duringthisengagement,thecustomerwilllearnabouttheOfficeSharePointServer2010roadmapandlearnabouthowbesttodeployOfficeSharePointServer2010intheirenvironment.Thedeliveryconsultantcanusepre-recordeddemos and videos of solutions in action.

activity •Aninitialkick-offsessionwithkeyresourcesfromthecustomer,partner,and

potentially Microsoft •Strategy Briefing Session—thisissimilartothe1-dayengagementandhasthe

objectivetoenablethedeliveryconsultanttounderstandthecustomer’senvironment,deploymentblockers,andbusinessdrivers,includingsomespecificscenarios,asfollows:

•Specificbusinesschallenges(i.e.processautomation) •SpecificITchallenges(i.e.security,administration,capacity) •Deploymentissues •architectural Design Session—introducesthecustomertothetechnologiesand

processesthatarenecessarytodeliverasuccessfuldeploymentprojectorengagement.Thenexttwodayswillbeaninteractivesessionthatincludesthefollowing:

•Demonstrationofthehigh-levelcapabilityofMicrosoftOfficeSharePointServer2010toresolvecustomerissues

•Developmentofahigh-levelroadmapforsuccessfuldeploymentplanningforOfficeSharePointServer2010

•Highleveldiscussionsofothertopics,forexample,designingarchitectureforthetechnicalaspectsofdeploymentsuchasActiveDirectoryintegration,security,Internet,extranet,intranettopologies,line-of-business(LOB)applicationintegration,andinfrastructuredesigns

Deliverables • SDpS Deployment plan—Thisdocumentisacomprehensivesummaryoftheinformation

thatisuncoveredduringtheSBSand3-dayADS,includinganactionabledeployment

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plan.Itlistscustomerenvironmentspecifics,enumeratesidentifieddeploymentchallenges,includingskills,processes,andtechnologies.ThecustomercanusethisdocumenttoengageinternalITteams,partners,andvendorsindeploymentplanningdiscussionsandproposalgeneration.Duetotheextendednatureoftheinteractionwiththecustomerandthebreadthofthematerials,detailedandspecificinformationisprovidedinthisdocument.(SDPS_Deployment_Plan_Deliverable_Template) •SDpS Delivery Evaluation Form—Thisdocumentisprovidedtothecustomeronthefinal

day.Thiswillprovidevaluabledataforfollowupwork,aswellasallowingthedeliveryconsultantstoperfecttheirdeliverystyle.(SDPSDeliveryEvaluationForm)

•SDpS customer Survey—Onlinesurveyoftheengagementtobecompletedbythecustomer.

5-Day EngagEmEnt DEScription—on-SitE EngagEmEnt With Virtual laB DEtailSA5-dayengagementincludesa3-dayArchitecturalDesignSession(ADS)tointroduceSharePointProductsandTechnologies,solutions,andconceptsandtwodaysofdeploymentplanningforaspecificOfficeSharePointServer2010capability(seecapabilitydescriptionbelow).ItismainlydesignedtoprovidedeepguidanceonspecificOfficeSharePointServer2010solutioncapabilitiesthatprovidevaluewithinthecustomer’senvironmentwithspecificfocus on the following: •AssistingcustomerstocreateaplanandusebestpracticesfordeploymentofOffice

SharePointServer2010inthecustomer’senvironment •Gainingknowledgeofthebestpracticesforinformationarchitecture,document

management,governance,siteplanningandmanagement •UnderstandinghowtooptimizeOfficeSharePointServer2010forbetterperformance

and capacity

activity •Activitywillincludea3-dayADSengagement(seeabove) •customized capability planning and Deployment roadmap(2days)—Thisisamore

technicalreviewofoneOfficeSharePointServer2010capabilitythatsolvesacustomer-specificpainpoint.Customerscanselectfromoneofthethreecapabilityoptions:

•PortalsandCollaboration •Enterprise •Search

Deliverables •SDpS Deployment and Environment customizations—Thisdocumentisthesameas

theSDPSDeploymentPlanTemplatewithanaddedsectiontocapturethespecificenvironmentcustomizationdetailsofthe5-dayoffering.Thislevelofdetailisanimportant output from the additional technical review sessions in this offering. (SDPS DeploymentandEnvironmentCustomizationPlan)

•SDpS Delivery Evaluation Form—Thisdocumentisprovidedtothecustomeronthefinalday.Thiswillprovidevaluabledataforfollowupwork,aswellasallowingthedeliveryconsultanttoperfecttheirdeliverystyle.(SDPSDeliveryEvaluationForm)

• SDpS customer Survey—Onlinesurveyoftheengagementtobecompletedbythecustomer.

10-Day EngagEmEnt DEScription—on-SitE EngagEmEnt With ExtEnDED cuStomEr laB DEtailSA10-daySDPSengagementstartswitha3-dayArchitectureDesignSession(ADS)togainunderstandingofthecustomer’sscenarioandintroducethetechnologies,solutions,andconcepts.TwodaysaboutdeploymentplanningforaspecificOfficeSharePointServer2010

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capabilityareimmediatelyfollowedbya5-dayproofofconceptprojectthatdemonstratesthesolutioninthecustomer’senvironment.TheengagementwillmitigateorhelptoeliminateanyrisktothecustomerfromanOfficeSharePointServer2010solution,byprovidingaproofofconceptapplication.Thecustomerwillselectoneofthespecificcapabilitiesforthepilotproject,andtheconsultantwillprovideaspecificimplementation,byusingMicrosoftapplicationsandthecustomer’shardwareandsoftwareenvironment.

activity •A3-dayADS •2daysofdeploymentplanning •5-day customized capability proof of concept (poc)—Demonstratingtheuseofoneofthe

following solutions in a customer environment: •SearchPOC •PortalsandCollaborationPOC •EnterpriseContentManagementPOC

Deliverables •Thesameasthe5-daydeliverables. •high-level project plan—describeshowtheprojectisorganizedandmanaged;itwill

helpfacilitateanunderstandingoftheoverallapproachtotheprojectbyincludinginformationabouttheteam,communication,documentationstandards,changemanagement,andconfigurationmanagement,Itwillalsoassistinprojectmilestones,reviews,andapprovalsandhelptoidentifygapsandinconsistenciesintheproject.(SDPSHigh-LevelProjectProposal)

15-Day EngagEmEnt DEScription—on-SitE EngagEmEnt With ExtEnDED cuStomEr laBA15-daySDPSengagementstartswitha3-dayArchitectureDesignSession(ADS)togainunderstandingofthecustomer’sscenarioandintroducethetechnologies,solutions,andconcepts.TwodaysaboutdeploymentplanningforaspecificOfficeSharePointServer2010capabilityareimmediatelyfollowedbya10-dayproofofconceptprojectthatdemonstratesthesolutioninthecustomer’senvironment.TheengagementwillmitigateorhelptoeliminateanyrisktothecustomerfromanOfficeSharePointServer2010solution,byprovidingaproofofconceptapplication.Thecustomerwillselectoneofthespecificcapabilitiesforthepilotproject,andtheconsultantwillprovideaspecificimplementation,byusingMicrosoftapplicationsandthecustomer’shardwareandsoftwareenvironment.

activity •A3-dayADS •2daysofdeploymentplanning •10-day Extended customized capability pilot—Demonstratingtheuseofonesolutionina

customerenvironment(sameasthe5-daydescriptionsofcapabilities)

Deliverables •Thesameasthe5-daydeliverables. •high-level project plan—TheHigh-levelProjectPlandescribeshowtheproject

isorganizedandmanaged;itwillhelpfacilitateanunderstandingoftheoverallapproachtotheprojectbyincludinginformationabouttheteam,communication,documentationstandards,changemanagementandconfigurationmanagement.Itwillalsoassistinprojectmilestones,reviews,andapprovalsandhelptoidentifygapsandinconsistenciesintheproject.(SDPS High-Level Project Proposal)

InsightandtheInsightlogoareregisteredtrademarksofInsightDirectUSA,Inc.Allothertrademarks,registeredtrademarks,photos,logosandillustrationsarethepropertyoftheirrespectiveowners.©2011,InsightDirectUSA,Inc.Allrightsreserved.Updated6.11.11-12074

aBout inSight

Insight is a technology solutions providerservingglobalandlocalclientsin190countries.Today,thousandsofclients,includingmorethan80percentoftheGlobalFortune500,relyonInsighttoacquire,implementandmanagetechnology solutions to empower theirbusiness.Insightprovidessoftware and licensing services globally.Inaddition,weofferacomprehensive portfolio which also includesnetworking,hardwareandvalue added services for our clients inNorthAmericaandtheU.K.Weareaggressivelyexpandingourglobalcapabilitiesbyintroducingnewofferings,includinghardwareandservices,tomeetemergingneedsforour clients worldwide.