the seven most important (non technical) factors for sharepoint success
TRANSCRIPT
- 1. The Seven Most Important Non Technical SharePoint Success
Factors
Starring: Joe!
For Project Managers
For Developers
For Business Analysts
For Architects
w/ Richard Harbridge
For Administrators
@rharbridge - 2. Who am I?
- Richard Harbridge
- 3. is a Business Analyst
- 4. is a Project Manager
- 5. is a Technology Specialist
- 6. is a Blogger/Tweeter
- 7. Is an Independan
- 8. Loves Communities
- 9. Loves Technology
- 10. Loves Speaking
Blah blahblahblahblah - 11. Understanding the Non Technical
The Biggest ReasonsSharePoint Projects Fail?
Is necessary to avoid poor
- Shared Understanding of Requirements/Needs
- 12. Knowledge around Limitations of the Software (When to use it/When not to)
- 13. Estimation of Effort and Schedule Accuracy
- Our Goal Today
From Here To Here - 14. What we will be talking about
Understanding the Why & Making a Decision
Achieving Buy In and Setting Expectations
Determining and Supporting ROI
Implementing Successful Governance
Approaching and Supporting SharePoint
Improving User Adoption
Planning for New Work and Growth - 15. Understanding the Why and Making a Decision
- 16. Meet Joe
Hi!
Richard Harbridge
SharePoint Saturday - 17. At Joes Company
Richard Harbridge
SharePoint Saturday - 18. Decision Makers dont have Enough Information
Richard Harbridge
SharePoint Saturday - 19. The CFO needs to Reduce Costs
Richard Harbridge
SharePoint Saturday - 20. IT Services Struggles to Keep Up
Richard Harbridge
SharePoint Saturday - 21. And
People Are Having Trouble Finding What They Need
Richard Harbridge
SharePoint Saturday - 22. So Joe has an Idea!
Richard Harbridge
SharePoint Saturday - 23. We can solve our problems with technology!
Richard Harbridge
SharePoint Saturday - 24. Richard Harbridge
SharePoint Saturday - 25. What does Joe really knowabout his Companys needs?
Decision Makers dont have Enough Information
The CFO needs to Reduce Costs
IT Services Struggles to Keep Up
People Are Having Trouble Finding What They Need
Richard Harbridge
SharePoint Saturday - 26. Even if Joe understands the needs of his workplace
Richard Harbridge
SharePoint Saturday - 27. Technology is never
the whole solution
Richard Harbridge
SharePoint Saturday - 28. Lets say Joe does understand the needs of his
organization
Whats Next?
Richard Harbridge
SharePoint Saturday - 29. Research
- 30. Joe doesnt really like research
This is boring
Richard Harbridge
SharePoint Saturday - 31. So Joe decides
Awesome!
Not as awesome.
Richard Harbridge
SharePoint Saturday - 32. Since Everyone in Joes Company uses Microsoft Office
Richard Harbridge
SharePoint Saturday - 33. SharePoint is the Perfect Fit!
Richard Harbridge
SharePoint Saturday - 34. Richard Harbridge
SharePoint Saturday - 35. Map the needs of the organization to the right
technology
Richard Harbridge
SharePoint Saturday - 36. Perform in depth product comparisons and evaluations
Richard Harbridge
SharePoint Saturday - 37. Like this
one
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
Richard Harbridge
SharePoint Saturday - 38. This is important as Microsoft alone has a quite a
few
- Dynamics AX
- 39. Dynamics CRM
- 40. Dynamics GP
- 41. Dynamics NAV
- 42. Dynamics POS
- 43. Dynamics RMS
- 44. Dynamics SL
SharePoint Saturday - 45. 2007
Online
On Site
Even SharePoint has multiple options
2010
Richard Harbridge
SharePoint Saturday - 46. Its not just a feature to feature comparison
Richard Harbridge
SharePoint Saturday - 47. So Joe does all that good research and
Richard Harbridge
SharePoint Saturday - 48. SharePoint is a part of his overall Enterprise Technology
Plan
Richard Harbridge
SharePoint Saturday - 49. The Outcome
Joe has made an educated and informed decision based on the businesses needs. - 50. What to watch out for
We have to define our needs carefully if we want to pick the right technology. - 51. Achieving Buy In and Setting Expectations
- 52. Before we begin
Richard Harbridge
SharePoint Saturday - 53. Lets Talk About Perceptions
Richard Harbridge
SharePoint Saturday - 54.
- 55. People See Different Things
Richard Harbridge
SharePoint Saturday - 56. Perceptions Impact Motivation
Richard Harbridge
SharePoint Saturday - 57. Joe is on a mission.
Richard Harbridge
SharePoint Saturday - 58. Joe has to convince IT Services, the CFO and Decision
Makers
Richard Harbridge
SharePoint Saturday - 59. We are going to help Joe out with an exercise!
Thanks!
Richard Harbridge
SharePoint Saturday - 60. What is the most important thing to IT Services?
Richard Harbridge
SharePoint Saturday - 61. COST OF OWNERSHIP
- 62. What are some ways we can convince IT Services?
Richard Harbridge
SharePoint Saturday - 63. Cost of Ownership (IT)
The Biggest Point to Share is:
- SharePoint eventually allows Business Users to develop and implement business solutions that use technology without ITs involvement.
- IT doesnt want to learn/support a new technology.
- 64. SharePoints integration is invaluable to IT.
- 65. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.
SharePoint Saturday - 66. What is the most important thing to the CFO?
Richard Harbridge
SharePoint Saturday - 67. NUMBERS
- 68. What are some ways we can convince the CFO?
Richard Harbridge
SharePoint Saturday - 69. Lets Talk Numbers (CFO/Finance)
The Biggest Point to Share is:
- SharePoint is worth the initial investment and ongoing costs.
- It is a costly investment and costly on going expense.
- 70. Money can be invested to always generate a return.
- 71. You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.
SharePoint Saturday - 72. What is the most important thing to Decision Makers?
Richard Harbridge
SharePoint Saturday - 73. Add Value
- 74. What are some ways we can convince Decision Makers?
Richard Harbridge
SharePoint Saturday - 75. Add Value (Decision Makers)
The Biggest Point to Share is:
- SharePoint improves productivity, reduces waste, and improves visibility to help drive better decision making.
- It takes time and investment to reach the point all managers and executives want.
- 76. Productivity gain can be difficult to measure, as can reduction in waste.
SharePoint Saturday - 77. Buy In and Expectations Tips
Richard Harbridge
SharePoint Saturday - 78. Map Solutions to Objectives
Direct RelationshipIndirect Relationship
Richard Harbridge
SharePoint Saturday - 79. Explain Information Overload
Information
Information
Information
Information
Richard Harbridge
SharePoint Saturday - 80. Explain Scalable Architecture
Richard Harbridge
SharePoint Saturday - 81. Whats the expectationwe have to set?
Richard Harbridge
SharePoint Saturday - 82. It Takes Time
- 83. SharePoint Solutions (Evolution)
*Super Simplified
Richard Harbridge
SharePoint Saturday - 84. The Outcome
Joe has achieved momentum and buy in. - 85. What to watch out for
Joe must carefully manage expectations and maintain the momentum. - 86. Determining and Supporting ROI
- 87. What about this guy?
Richard Harbridge
SharePoint Saturday - 88. How do we get here?
Richard Harbridge
SharePoint Saturday - 89. METHODS FOR EVALUATING ROI
Return on Investment - 90. Evaluating With Discounted Cash Flow
- Show expected cost and return over multiple time periods.
- 91. Remember to discount values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future.
SharePoint Saturday - 92. Evaluating with Real Options Analysis
Richard Harbridge
SharePoint Saturday - 93. Evaluating with Monte Carlo Analysis
Richard Harbridge
SharePoint Saturday - 94. There are different ways of calculating ROI evaluate what
works best for you
This is almost as boring as research
Richard Harbridge
SharePoint Saturday - 95. ROI Advice and Tips
Richard Harbridge
SharePoint Saturday - 96. Excel has wonderful Formulas
Richard Harbridge
SharePoint Saturday - 97. The Simplest ROI Formula Ever
Estimated Value
Even I can do it!
Estimated Difficulty
Richard Harbridge
SharePoint Saturday - 98. Examples
- I have a difficult requirement. Its an 8 in difficulty (out of 10).
- 99. I have an easy requirement. Its a 2 in difficulty (out of 10).
- 100. The expected value of the difficult requirement is 4 (out of 10).
- 101. The expected value of the easy requirement is 6 (out of 10).
Estimated Difficulty
Richard Harbridge
SharePoint Saturday - 102. ROI (traditionally) Measures Financial Impact
Richard Harbridge
SharePoint Saturday - 103. ROI analysis doesnt cover non-financial impact or
increased potential
STILL
IMPORTANT
Improved Relationships
Improved Know-How
Website/Intranet Visitors
Improved Morale
Improved Skills
User Complaints
Increased Connections
Positive Word of Mouth
Innovation
Click-throughs
Employment Applications
Comments
Negative Word of Mouth
Better Reputation
Richard Harbridge
SharePoint Saturday - 104. Example of Non-Financial Measurement
Richard Harbridge
SharePoint Saturday - 105. Public Statisticscan help
- Typical workers produce 3+ GB of data per year.
- 106. 30% of a typical workers day is spent searching for information.
- 107. In a 1,000 employee company lost productivity costs approximately $5 million a year.
Source: IDC, 2003
Source: Hidden Costs of Information Work, IDC, 2006
Richard Harbridge
SharePoint Saturday - 108. Statistics within the Organization are better.
- 20% of our IT Support people who travel do not have access to our IT policies and support documents when travelling.
- 109. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
- 110. Currently we pay for full licensing on 7 different enterprise document management solutions.
Source: HR Employee Benefits Survey, HR, 2010
Source: Financial Audit of Licensing Costs, Finance, 2010
Richard Harbridge
SharePoint Saturday - 111. Break it down.
Richard Harbridge
SharePoint Saturday - 112. IS
Use them.
Richard Harbridge
SharePoint Saturday - 113. SharePoint Deployment Planning Services (SDPS)
https://www.partnersdps.com/Pages/ToolsSupport.aspx
Richard Harbridge
SharePoint Saturday - 114. Rapid Economic Justification Guide
http://www.microsoft.com/business/enterprise/value.mspx
Richard Harbridge
SharePoint Saturday - 115. MEASURE THE RIGHT THING
- 116.
- 117. What you dont want.
Dont lose perspective.
Richard Harbridge
SharePoint Saturday - 118. The Outcome
Joe is measuring effort effectively to improve return on investment. - 119. What to watch out for
Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong. - 120. Implementing Successful Governance
- 121. What is Governance?
Richard Harbridge
SharePoint Saturday - 122. GOVERNANCE IS REQUIRED
- 123. What does that mean?
Without effective governanceorganization, performance, andcapability are significantly reduced.
Richard Harbridge
SharePoint Saturday - 124. Without Governance
Richard Harbridge
SharePoint Saturday - 125. So how do we do it?
Richard Harbridge
SharePoint Saturday - 126. Teamwork is Key
There are typically 5 teams for SharePoint Governance:
- Business Strategy Team
- 127. Technical Strategy Team
- 128. Tactical Teams:
- 129. Tactical Operations Team
- 130. Tactical Development Team
- 131. Tactical Support Team
SharePoint Saturday - 132. Identify patterns.Plan for patterns.Execute
patterns.
- 133. I think I see a Pattern.
Richard Harbridge
SharePoint Saturday - 134. Executing Governance
Richard Harbridge
SharePoint Saturday - 135. The Result:
Richard Harbridge
SharePoint Saturday - 136. Governance Documentation
- Aggregate/Reference Document(Contains all SharePoint Info Single Point of Reference)
- 137. Objectives/Priorities (Tech/Business)
SharePoint Saturday - 138. Operations Documentation
- Objectives/Priorities
- 139. Disaster Recovery Plan
- 140. Deployment Process, Policies, and Schedule
- 141. Monitoring Plans
- 142. Maintenance Plans
- 143. Service Level Agreements
- 144. Etc
SharePoint Saturday - 145. Support Documentation
- Objectives/Priorities
- 146. Site Classification and Platform Classification
- 147. Site Provisioning Process/Questionnaire
- 148. User Expectations Agreement
- 149. Roles and Responsibilities
- 150. Support Agreement(s)
- 151. Training and Communication Plans
- 152. Etc
SharePoint Saturday - 153. Development Documentation
- Branding Guide
- 154. Workflow Policy
- 155. SharePoint Designer Policy
- 156. Development Standards
- 157. Testing Requirements
- 158. Etc
SharePoint Saturday - 159. IS
Use them.
Richard Harbridge
SharePoint Saturday - 160. Governance Checklist
Richard Harbridge
SharePoint Saturday - 161. TechNet, Community and More..
Richard Harbridge
SharePoint Saturday - 162. With Governance
Richard Harbridge
SharePoint Saturday - 163. The Outcome
Everyone Achieves a Shared Understanding of SharePoint Related Processes - 164. What to watch out for
Not just documents, policies, and procedures. It is an active and ongoing process. - 165. Approaching and Supporting SharePoint
- 166. What is the best approach for SharePoint
Implementations?
Richard Harbridge
SharePoint Saturday - 167. ITERATIVE APPROACH
- 168. Why Iterative?
- SharePoint is a very large platform.
- 169. It takes time to understand SharePoint.
- 170. SharePoint is great for rapid prototyping, and for proof of concept work.
- 171. It ensures there is enough time to review, adjust, and communicate.
SharePoint Saturday - 172. CommunicationPlanning
Richard Harbridge
SharePoint Saturday - 173. TheCommunicationPlan
- Will act as a binding agreement (forces you to carry through).
- 174. Helps keep communication focused.
- 175. Helps prevent unwanted surprises.
SharePoint Saturday - 176. CommunicationTips
- Use pictures and more pictures.
- 177. Explain as much as you can (Pros/Cons).
- 178. Solidifies decisions and allows them to explain to anyone who asks.
- 179. Ask every question three times in three different ways.
SharePoint Saturday - 180. SupportPlanning
Richard Harbridge
SharePoint Saturday - 181. Dont forget you arent superman.
(Sorry Joe)
Richard Harbridge
SharePoint Saturday - 182. Multiple Tiers for Escalation
(You cant know everything)
Richard Harbridge
SharePoint Saturday - 183. Measure Support
Learn and use data to be proactive.
Richard Harbridge
SharePoint Saturday - 184. Diversify Support
resources/mediums
- Books and Manuals
- 185. Online
- 186. MSDN
- 187. TechNet
- 188. Blogs
- 189. Cheat Sheets
- 190. One on One
- 191. Classroom Training
- 192. Forums
- 193. Help
- 194. Etc
SharePoint Saturday - 195. Useful, digestible trainingsessions (less than an
hour)
Workshops > Presentations
Richard Harbridge
SharePoint Saturday - 196. Avoid too much too fast.Keep it simple.
Its like learning to drive.
Richard Harbridge
SharePoint Saturday - 197. IS
Use them.
Richard Harbridge
SharePoint Saturday - 198. Productivity Hub
Richard Harbridge
SharePoint Saturday - 199. Stand Alone/Portal Edition Training
Richard Harbridge
SharePoint Saturday - 200. SharePoint Learning Kit
Richard Harbridge
SharePoint Saturday - 201. Support Tip
Richard Harbridge
SharePoint Saturday - 202. RESPOND
You never want to give the IT busy signal, or support busy signal. - 203. The Outcome
SharePoint is supported effectively. - 204. What to watch out for
The training and support can be costly in time and resources. - 205. Improved User Adoption
- 206. User Adoption
Richard Harbridge
SharePoint Saturday - 207. How do we get successful User Adoption?
Richard Harbridge
SharePoint Saturday - 208. USERS MUST UNDERSTAND THE VALUE
- 209. Successful User Adoption Requires
Richard Harbridge
SharePoint Saturday - 210. User Adoption Advice and Tips
Richard Harbridge
SharePoint Saturday - 211. Do a video like this one
Richard Harbridge
SharePoint Saturday - 212. High Availability, Mobility and Accessibility also lead to
better User Adoption!
SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More
Richard Harbridge
SharePoint Saturday - 213. Cultivate and promote the
right culture.
Richard Harbridge
SharePoint Saturday - 214. Create an Identity and Brand
Branding should make it easier, and more effective.
Richard Harbridge
SharePoint Saturday - 215. Focus on those on board/ready.
People who already want it.
Richard Harbridge
SharePoint Saturday - 216. Make it Fun!
Hold Contests, Scavanger Hunts and Other Activities
Richard Harbridge
SharePoint Saturday - 217. Use what they love.
If they love using outlook focus on using that as a leveraging point.
Richard Harbridge
SharePoint Saturday - 218. Say Thank You
Richard Harbridge
SharePoint Saturday - 219. Its okay to be proud.
Richard Harbridge
SharePoint Saturday - 220. Richard Harbridge
SharePoint Saturday - 221. Reward super users with achievements.
Then promote the desire to get rewards.
Richard Harbridge
SharePoint Saturday - 222. Create a SharePoint Showcase
Good Idea!
Where users submit and show off
their SharePoint Solutions
Richard Harbridge
SharePoint Saturday - 223. Make it easier to work with
Richard Harbridge
SharePoint Saturday - 224. IS
Use them.
Richard Harbridge
SharePoint Saturday - 225. What used to be GearUp
http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx
TheKit is !
Buzz
Sweet
Richard Harbridge
SharePoint Saturday - 226. Walk your own talk.
Richard Harbridge
SharePoint Saturday - 227. The Outcome
SharePoint is successfully adopted by a large enough group of users to be deemed successful. - 228. What to watch out for
The build it they will come approach will not work alone. - 229. Planning for New Work and Growth
- 230. What about New Work & Growth?
Richard Harbridge
SharePoint Saturday - 231. Spend time in advance building a channel for new
work.
Avoid the flood.
Richard Harbridge
SharePoint Saturday - 232. Know your limits
Richard Harbridge
SharePoint Saturday - 233. Growyour team
Richard Harbridge
SharePoint Saturday - 234. Knowyour team
- Developers(s)
- 235. Administrators(s)
- 236. Architect(s)
- 237. Business Analyst(s)
- 238. Project Manager(s)
- 239. Site Administrator(s)
- 240. Super Users(s)
- 241. Trainer(s)
SharePoint Saturday - 242. Cultivatenew work! Its a good thing.
This boosts user adoption! (More functionality and dependency over time)
Richard Harbridge
SharePoint Saturday - 243. The Outcome
The SharePoint Implementation continues to grow, expand and provide more value. - 244. What to watch out for
You need to plan support for new work/requests otherwise people will lose confidence. - 245. Recap: Non Technical Issues
Often are the Big Reasons Projects Fail
- Shared Understanding of Requirements/Needs
- 246. Knowing the Limitations of the Software (When to use it/When not to)
- 247. Estimating Effort and Schedule Accuracy
- So being successful requires
Understanding the non techincalas well as the technical. - 248. Success Factors
Understanding the Why & Making a Decision
Achieving Buy In and Setting Expectations
Determining and Supporting ROI
Implementing Successful Governance
Approaching and Supporting SharePoint
Improving User Adoption
Planning for New Work and Growth
Understand Business Needs and Map to Them
Share Alignment, Vision and Expectations
Use Measurements to Improve and Return More
Use Team Work And Execute With Patterns
Be Iterative, Leverage Everyone, and Respond
Share the Value and Successes
Manage your Capability and Priorities - 249. Thank You Organizers, Sponsors andYoufor Making this
Possible.
Questions? Ideas? Feedback? Contact me:
- Twitter: @rharbridge
- 250. Blog:www.rharbridge.com
- 251. LinkedIn: www.linkedin.com/in/rharbridge
- 252. Email me at: [email protected]