spsummit - effective requirements gathering - october 2013

Effective Requirements Gathering Workshops

Ruven Gotz – Director, Avanade

Ruven Gotz

@ruveng

spinsiders.com/ruveng

[email protected]

Buy the Book (or Kindle):http://amzn.to/JnxlcC

http://amzn.to/JnxlcC

http://amzn.to/JnxlcC

Effective Requirements Gathering Workshops

Ruven Gotz – Director, Avanade

© 2013 Ruven Gotz

What makes something a requirement?

We can do that for $10

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We can do that for $1 Million

We require a jumbo solution to get to our destination

Sometimes, you do need this

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It’s the destination that matters: The outcome

© 2013 Ruven Gotz

Kitchen sink projects

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Your project will change over time

Unexpected things happen

More than half of “required” features never get used

Result of a kitchen sink project

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Shift gears

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SharePoint chicken & egg problem

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Based on real-world experience

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Take away: Tools YOU can use

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Remaining Agenda

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DON’T demo SharePoint

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Initial discovery workshop

SharePoint Workshop

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Agenda

• About the Project , Our Team & Goals• SharePoint Overview • Department and Role• Document Collaboration• Document Storage and Search• Compliance, Records Management & Off-line• Questions

© Ruven Gotz 2013

About the Project, Our Team & Goals

About this Project• Determine the requirements and scope for a SharePoint

implementation at ABC Corp.

Our Team• Alison Andrews – Project Manager• Bob Baker – Technical Architect• Carol Conrad – SharePoint Analyst• Don Drummond – Infrastructure Analyst

Workshop Goals• Set expectations• Gather your input• Keep it to an hour (+ optional half-hour for further questions)

© Ruven Gotz 2013

SharePoint 2007 Overview

Collaboration

Portal

SearchEnterpriseContentManagement

BusinessProcess

andForms

BusinessIntelligence

Documents/tasks/calendars, blogs, wikis, e-mail integration, project management “lite,” Outlook integration, offline documents/lists Virtual Teams/Global Teams

Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

Enterprise scalability, contextual relevance, rich search for people and business data

Integrated document management, records management, and Web content management with policies and workflow

OOB workflows, WF integration, rich and Web forms–based front-ends, LOB actions, pluggable SSO

Server-based Microsoft Office Excel®

spreadsheets and data visualization, Report Center, business intelligence Web Parts, KPIs/Dashboards

Platform ServicesWorkspaces, Mgmt,

Security, Storage,Topology, Site Model

© Ruven Gotz 2013

SharePoint 2010 Overview Ribbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards SupportIntranet, Extranet, Team Collaboration

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList EnhancementsOrganizing Information

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced PipelineSearch

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivotBusiness Intelligence

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSSBuilding complex solutions on top of SharePoint

Communities

Search

Sites

Composites

ContentInsights

© Ruven Gotz 2013

Department and Role

Please introduce yourself:• Name• Department• What is your role within your department?• How do you interact with technology to do your job?• How does the current technology help you (or hinder

you) from doing your job?

© Ruven Gotz 2013

Document Collaboration

• Do you work on documents with others?• How do you collaborate (e-mail, shared drive) ?

• What document types do you create?• Which programs do you use?

• Do your documents require multiple reviews and edits? Is approval required?• How do you implement the required workflow?

• How do you get the final information out to the audience that needs it?• Do you publish PDF’s? • How are they distributed/posted?

© Ruven Gotz 2013

Document Storage and Search

• Can you find the documents that you need, when you need them?• Does your shared drive folder hierarchy work well?• How long does it take to find a document? At what point do

you give up?• When you create a document, do you know where it

should be saved?• Are documents saved in more than one location to ease

retrieval? • Does search work well?

• What features would you like to see in search that would make it better for you and your team.

© Ruven Gotz 2013

Compliance, Records Management & Off-line

• Do you have any regulatory requirements that you need to meet?• ISO 9000• Sarbanes-Oxley – Bill 198

• How are records management policies implemented?• Are there specific policies for document retention and

destruction.

• Do you have a need for off-line access?• Do you travel off-site for your work• Do you need to work when you are disconnected from the

network.

© Ruven Gotz 2013

Questions

© 2013 Ruven Gotz

NEW: Innovation Games

AKA: Collaborative Play

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Cover story game

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An example

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Roadmap

© 2013 Ruven Gotz

OK to demo SharePoint

Same Page

Abstract

Concrete

Back on track

Wireframing Workshops

Ruven Gotz@ruveng

spinsiders.com/ruveng

[email protected]

Tools Mentioned:- Mindjet MindManager- Balsamiq Mockups- BizAgi Entry Level- Microsoft Visio

Download sample files: http://bit.ly/sps-sample-files

Download this deck from slideshare.net/ruveng

spsummit - effective requirements gathering - october 2013

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