the sharepoint maturity model - as presented 9 april 2011 at sharepoint saturday boston

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The SharePoint Maturity Model Presented at SharePoint Saturday Boston 9 April 2011 1 05/30/2022 Copyright 2011 Sadalit Van Buren

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Page 1: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

04/11/2023 Copyright 2011 Sadalit Van Buren 1

The SharePoint Maturity Model

Presented at SharePoint Saturday Boston

9 April 2011

Page 2: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 2

Agenda

• Logistics• What’s in it for me?• About Me• About My Company• About the SharePoint Maturity Model• About Microsoft’s SP Competencies• SMM Competency Definitions• SMM Maturity Level Definitions• The SharePoint Maturity Model - overview• Self Evaluation Matrix• The SharePoint Maturity Model – detail & case studies• Credits & Resources04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 3: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 3

Logistics

•Questions•If you’re tweeting or live blogging, please include :– #SPMaturity – @sadalit

• Raffle – Red Sox tix• SharePint – The Gaff – 467 Moody St. Waltham

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 4: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 4

What’s In It For Me?

• The Maturity Model can help you develop your strategic roadmap, and ultimately lead to:– Greater business process efficiency– A more trustworthy SP environment– Happier, more empowered users– More time for YOU

• to innovate, rather than putting out fires or answering the same question over and over.

• You can get a quantitative sense of your progress by re-evaluating each year.

• You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 5: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 5

Data Model Examples

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 6: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

About Me

Consulting Manager, Burntsand

• Project Manager and Business Analyst focusing on SharePoint

• Working with SharePoint since beta 2003 version

• 50 SharePoint implementations

• Microsoft Certified Technology Specialist

6

Page 7: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

About My Company

• Leading systems integration firm founded in January 1996

• Microsoft partner with 2 gold competencies, 3 silver• More than 350 blue chip clients• Subsidiary of Open Text, local office in Waltham, MA• Publicly traded on Toronto Stock Exchange (OTEX)• Have delivered solutions built on the SharePoint

and .NET platforms since their inception in 2001

704/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

Page 8: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

About the SharePoint Maturity Model

• Developed in Fall 2010 for the purpose of bringing a

holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.

• Starts at 100 rather than 0• Does NOT cover:– Public-facing websites– Compliance and regulatory issues– Visual design and branding

• Version 1 published 5 November 2010.

804/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

Page 9: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

About Microsoft’s SP CompetenciesRibbon UISharePoint WorkspaceSharePoint MobileOffice Client & Web App IntegrationStandards Support

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 Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Sites

Composites

ContentInsights

Source: Microsoft Corp.

Page 10: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

About Customizations in SharePoint

• For the purposes of the Maturity Model, Customizations are defined as anything that touches the SharePoint server – i.e. the 12 hive, inetpub, or GAC (thanks Mark Miller!)

• Called “Development” by some • Represented with a red line in the matrix – above

the line, customization may be needed.

1004/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

Page 11: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 11

Area Description

PublicationPresentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow.

CollaborationMultiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow).

Business ProcessLinked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting, tracking / auditing.

SearchThe ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.

Competency Definitions - Core

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 12: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 12

Area Description

People & Communities

The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).

Composites & Applications

Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.

IntegrationLine of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data.

InsightThe means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.

Competency Definitions - Advanced

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 13: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 13

Area Description

InfrastructureThe hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.

Staffing & Training The human resources that support the system and the level of training with which they are provided.

CustomizationsCustom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, testing, and development tier.

Competency Definitions - Readiness

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 14: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 14

SharePoint Level Description

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

100Initial

The starting point of SharePoint use.

Mat

urati

onMaturity Level Definitions

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 15: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

The SharePoint Maturity Model – 1 – Core Concepts

Level Publication Collaboration Business Process Search

500Optimizing

Content is personalized to the user. Content is shared across multiple functions and systems without duplication. Feedback mechanism is in place for pages and taxonomy. Automated tagging may be present.

Collaboration occurs outside the firewall – i.e. with external contributors. Automated processes exist for de-provisioning and archiving sites.

Power users can edit existing workflows to adapt them to changing business needs. Users have visibility into process efficiency & can provide feedback into process improvements. Workflows incorporate external users.

Users understand relationship of tagging to search results. Process exists to create content w/no results. Automated tagging may be used. High volumes can be handled.

400Predictable

Content is monitored, maintained, some is targeted to specific groups. Usage is analyzed. Digital assets are managed appropriately. If more than one doc mgmt system is present, governance is defined.

Collaboration tools are used across the entire organization. Email is captured & leveraged. The system supports promotion of content from WIP to final.

The majority of business processes are represented in the system and have audit trails. Mobile functionality is supported. Workflow scope is enterprise-level.

Content types and custom properties are leveraged in Advanced Search. Results are customized to specific needs, may be actionable.

300Defined

Site Columns/ Managed Metadata standardize the taxonomy. Custom page layouts & site templates are configured. Approval process is implemented. Incoming email activated for some lists/libs.

Collaboration efforts extend sporadically to discussion threads, wikis, blogs, and doc libs with versioning. Site templates are developed for specific needs. Incoming email activated for some lists/libs.

Workflows can recognize the user (i.e. knows “my manager”). Content types are leveraged. Workflow scope spans departments or sites.

Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

200Managed

Custom metadata is applied to content. Templates standardized across sites. Lists used rather than static HTML. Multiple document mgmt systems may be present w/out governance around purpose.

Mechanism is in place for new site requests. Collaboration efforts are collected in document libraries (links emailed rather than documents).

Business process is defined; some custom SP Designer workflows (or third-party tool) may be implemented. Workflow scope is at departmental level.

Custom scopes employed to aid the search experience. More complex iFilters may be applied.

100Initial

Navigation & taxonomy not formally considered. Little to no checks on content. Folder structure re-created from shared drives. Content that could be in lists is posted in Content Editor WP. Out of box site templates / layouts are used.

Out of box collaboration sites set up as needed without structure or organization. No formal process exists for requesting a new site.

Business process is loosely defined. Out of box workflows (approval, collect feedback) leveraged sporadically. A doc lib or list provides a central base of operations.

Out of box functionality for query, results, and scopes; PDF iFilter installed; some additional content sources may be indexed.

Mat

urati

on

15

Maturation also occurs along this vector

04/11/2023 Copyright 2011 Sadalit Van Buren

Page 16: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

The SharePoint Maturity Model – 2 – Advanced Concepts

Mat

urati

on

Level People and Communities

Composites and Applications Integration Insight

500Optimizing

Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants.

Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities.

External data (partner/supplier or industry) is integrated with SP.

Analytics and trending are employed.

400Predictable

Profile fields may integrate with LOB data. MySites are centralized (only one instance per user). Communities flourish under governance.

InfoPath forms improve the user experience. Mobile functionality is supported.

Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP.

Items are actionable.

300Defined

Custom profile fields reflect company culture; photos are updated from central source.MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.

Most critical business forms are online; some involve automated workflows.

Multiple systems are integrated with SP.

Reports allow drill-down and charting.

200Managed

MySites rolled out to pilot groups or users. Out-of-box profiiles implemented. Community spaces may be piloted.

Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users.

A single system is integrated with SP (Line-of-business, document management, etc.).

Reports are aggregated through customization.

100Initial

Basic profile data imported from AD or other source. MySites host not created.

Some paper forms converted to SP list forms. Many Excel spreadsheets, Access databases, paper forms still stored in / linked to from SharePoint.

Links to enterprise systems posted on SP site. Printed or exported business data is stored in doc libs. AD integrated with SP profiles.

Existing reports are used; data is brought together manually.

16

Maturation also occurs along this vector

04/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

Page 17: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

The SharePoint Maturity Model – 3 – Readiness ConceptsM

atur

ation

Level Infrastructure Staffing & Training Customizations

500Optimizing

System health & error logs monitored. Processes for archiving & de-provisioning are in place.

Top-down support in place; dedicated IT business analyst, server admin, helpdesk, training staff; empowered user community. Multiple training offerings exist.

Deployment is fully automated via features . Source code is managed centrally as IP, re-usable and shareable. Content owners understand the importance of QA testing.

400Predictable

Backup/restore has been tested. Dev and QA environments are present. Administration may be improved via third-party tools. BLOB integration may be present.

IT has more than one resource knowledgeable on the system. Requests for new functionality are tracked and prioritized. An end-user training plan is in place.

Deployment is fully automated – solution package and scripts. Total Cost of Ownership is considered.

300Defined

Number of servers is appropriate to demands and scalable for future growth. Dev environment is present. Service Packs tested in QA and installed in a timely fashion.

SP evangelized around the organization by individual or small group. Content owners from some functional areas are trained and using the system. One IT resource knowledgeable on the system.

Mixed automated \ manual deployment process - some artifacts deployed via scripts, others by following list of manual steps. Source control is centralized.

200Managed

Multiple server installlation or single-server is backed up on a regular basis.

SP evangelized to a subset of depts or functional areas by an individual; work mainly done by individual or small group. Training is informal, ad-hoc.

Changes are deployed from one environment to another using backup/restore. Source control is simple file storage.

100Initial

Single-server installation, sometimes rogue . No plan for availability / disaster recovery.

One pioneer or small group pilots the product.

No development, or development is done in Production. No QA / development environments. No source control. 17

Maturation also occurs along this vector

04/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

Page 18: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 18

Self Evaluation Matrix

Date of AssessmentYears the organization has used SharePointCurrent SP Version (year + standard or enterprise if known)

# of users organization-wide

# of IT staff supporting SharePoint (combine part-timers & include vendors if they are a regular part of your team)Organization’s Industry

Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!

Publication Collaboration Business Process

Search People & Communities

Composites & Applications

Integration Insight Infrastructure Staffing & Training

Customizations

500Optimizing

400Predictable

300Defined

200Managed

100Initial

100

199200

299300

399400

499500

599

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 19: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 19

Self Evaluation Matrix – Filled-in ExamplePublication Collaboration Business

ProcessSearch People &

CommunitiesComposites & Applications

Integration Insight Infrastructure Staffing & Training

Customizations

500Optimizing

400Predictable

300Defined

200Managed

100Initial

Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!

Date of Assessment 1/29/11

Years the organization has used SharePoint 7

Current SP Version (year + standard or enterprise if known) SP 2010 Enterprise

# of users organization-wide 50

# of IT staff supporting SharePoint (combine part-timers & include vendors if they are a regular part of your team)

2.5

Organization’s Industry Professional Services

100

199200

299300

399400

499500

599

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 20: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 20

Excel Template Available

Go to http://bit.ly/SMMExcelTemplate to get your own!

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 21: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

04/11/2023 Copyright 2011 Sadalit Van Buren 21

Publication

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Content is personalized to the user. Content is shared across multiple functions and systems without duplication. Feedback mechanism on taxonomy is in place. Automated tagging may be present.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Content is monitored, maintained, some is targeted to specific groups. Usage is analyzed. Digital assets are managed appropriately. If more than one doc mgmt system is present, governance is defined.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Site Columns/ Managed Metadata standardize the taxonomy. Page layouts & site templates are customized. Approval process is implemented.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Custom metadata is applied to content. Templates standardized across sites. Lists used rather than static HTML. Multiple document mgmt systems may be present w/out governance around purpose.

100Initial

The starting point of SharePoint use.

Navigation & taxonomy not formally considered. Little to no checks on content. Folder structure is re-created from shared drives. Content that could be in lists is posted in Content Editor WP. Out of box site templates / layouts are used.

Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow.

Page 22: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 22

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

236

254

258

300

278

350

Publication

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 23: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 23

Publication – 100-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 24: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren

Publication – 500-level example

24Source: Burntsand

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 25: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 25

Collaboration

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Collaboration occurs outside the firewall – i.e. with external contributors. Automated processes exist for de-provisioning and archiving sites.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Collaboration tools are used across the entire organization. Email is captured & leveraged. Work is promoted from WIP to Final which is leverageable.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Collaboration efforts extend sporadically to discussion threads, wikis, blogs, and doc libs with versioning. Site templates are developed for specific needs.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Mechanism is in place for new site requests. Collaboration efforts are collected in document libraries (links emailed rather than documents)

100Initial

The starting point of SharePoint use.Out of box collaboration sites set up as needed without structure or organization. No formal process exists for requesting a new site.

Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow).

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 26: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 26

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

226

261

333

180

336

400

Collaboration

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 27: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 27

Collaboration – 100-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 28: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 28

Collaboration– 500-level example

Source: Burntsand04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 29: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 29

Business Process

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Power users can edit existing workflows to adapt them to changing business needs. Users have visibility into process efficiency & can provide feedback into process improvements. Workflows incorporate external users.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

The majority of business processes are represented in the system and have audit trails. Mobile functionality is supported. Workflow scope is enterprise-level.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Workflows can recognize the user (i.e. knows “my manager”). Content types are leveraged. Workflow scope spans departments or sites.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Business process is defined; some custom SP Designer workflows (or third-party tool) may be implemented. Workflow scope is at departmental level.

100Initial

The starting point of SharePoint use.Business process is loosely defined. Out of box workflows (approval, collect feedback) leveraged sporadically. A doc lib or list provides a central base of operations.

Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting, tracking / auditing.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 30: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 30

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

216

219

217

275

273

340

Business Process

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 31: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 31

Business Process – 100-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 32: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 32

Business Process – 500-level example

Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 6304/11/2023 - #SPSBOS #spmaturity @sadalit

Page 33: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 33

Search

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Users understand relationship of tagging to search results. Automated tagging may be used. High volumes can be handled.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Content types and custom properties are leveraged in Advanced Search. Results customized to specific needs, may be actionable.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Custom scopes and iFilters employed to aid the search experience.

100Initial

The starting point of SharePoint use.Out of box functionality for query, results, and scopes; some additional content sources may be indexed.

The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 34: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 34

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

206

179

175

275

199

150

Search

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 35: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 35

Search – 100-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 36: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 36

Search – 500-level example

Source: Burntsand04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 37: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 37

People and Communities

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics. MySites may be allowed for external users.

Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Profile fields may integrate with LOB data. MySites are centralized (only one instance). Communities flourish under governance.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Custom profile fields reflect company culture; photos are updated from central source.MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

MySites rolled out to pilot groups or users. Out-of-box profiiles implemented. Community spaces may be piloted.

100Initial

The starting point of SharePoint use. Basic profile data imported from AD or other source. MySites host not created.

The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 38: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 38

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

280

148

312

200

252

350

People & Communities

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 39: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 39

People and Communities – 100-level example

Source: Burntsand04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 40: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 40

People and Communities – 500-level example

Source: Burntsand04/11/2023 - #SPSBOS #spmaturity @sadalit

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Copyright 2011 Sadalit Van Buren 41

Composites and Applications

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

InfoPath forms improve the user experience. Mobile functionality is supported.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Most critical business forms are online; some involve automated workflows.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users.

100Initial

The starting point of SharePoint use.Some paper forms converted to SP list forms. Many Excel spreadsheets, Access databases, paper forms still stored in / linked to from SharePoint.

Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.

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Page 42: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 42

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

262

258

292

363

268

300

Composites & Applications

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 43: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren

Composites & Applications – 100-level example

Source: Burntsand4304/11/2023 - #SPSBOS #spmaturity @sadalit

Page 44: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 44

Composites & Applications – 500-level example

Source: Burntsand04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 45: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 45

Integration

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

External data (partner/supplier or industry) is integrated with SP.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Multiple systems are integrated.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

A single system is integrated with SP.

100Initial

The starting point of SharePoint use.Links to enterprise systems posted on SP site. Printed or exported business data is stored in doc libs.

Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data.

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Page 46: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 46

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

212

221

247

338

255

300

Integration

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 47: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 47

Insight

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Analytics and trending are employed.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Items are actionable.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Reports allow drill-down and charting.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Reports are aggregated through customization.

100Initial

The starting point of SharePoint use. Existing reports are used; data is brought together manually.

The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.

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Page 48: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 48

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

212

191

183

338

247

300

Insight

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 49: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 49

Insight – 100-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit

Source: Burntsand

Page 50: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Insight – 500-level example

04/11/2023 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 50

Source: Burntsand

Page 51: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 51

Infrastructure

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

System health & error logs monitored. Processes for archiving & de-provisioning are in place. Disaster Recovery plan is in place.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed. Users trust the system.

Backup/restore has been tested. Dev and QA environments are present. Administration may be improved via third-party tools. BLOB integration may be present.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization. Remote access is available.

Number of servers is appropriate to demands and scalable for future growth. Dev environment is present. Service Packs tested in QA and installed in a timely fashion.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Multiple server installlation or single-server is backed up on a regular basis.

100Initial

The starting point of SharePoint use. Single-server installation, sometimes rogue . No plan for availability / disaster recovery.

The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 52: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 52

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

342

244

408

338

362

450

Infrastructure

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 53: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 53

Staffing and Training

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Top-down support in place; dedicated IT business analyst, server admin, helpdesk, training staff; empowered user community. Multiple training offerings exist.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

IT has more than one resource knowledgeable on the system. Requests for new functionality are tracked and prioritized. An end-user training plan is in place.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

SP evangelized around the organization by individual or small group. Content owners from some functional areas are trained and using the system. One IT resource knowledgeable on the system.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

SP evangelized to a subset of depts or functional areas by an individual; work mainly done by individual or small group. Training is informal, ad-hoc.

100Initial

The starting point of SharePoint use. One pioneer or small group pilots the product.

The human resources that support the system and the level of training with which they are provided.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 54: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 54

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

342

244

408

338

362

450

Staffing & Training

Average Maturity Level

Year

s of S

hare

Poin

t Use

Page 55: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 55

Customizations

Level Maturity Level Definition Competency

500Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Deployment is fully automated via features . Source code is managed centrally as IP, re-usable and shareable.

400Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Deployment is fully automated – solution package and scripts. Total Cost of Ownership is considered.

300Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Mixed automated \ manual deployment process - some artifacts deployed via scripts, others by following list of manual steps. Source control is centralized.

200Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Changes are deployed from one environment to another using backup/restore. Source control is simple file storage.

100Initial

The starting point of SharePoint use.No development, or development is done in Production. No QA / development environments. No source control.

Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier.

04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 56: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 56

Maturity per Years of Use

04/11/2023 - #SPSBOS #spmaturity @sadalit

1

3

4

6

7

9

100 150 200 250 300 350 400 450 500 550

255

289

200

288

373

350

Customizations

Average Maturity Level

Year

s of S

hare

Poin

t Use

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Future Plans and Improvements

• Website with easier means of data entry• Mapping to vendors – services and products• Business Process considerations (in conjunction

with Global360)• Mapping to resourcing• Mapping to SP versions

– Standard/Enterprise– Cloud

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Page 58: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 58

Call to Action

• Fill out the SMM self-assessment!• Send me your data to help build a data

model for everyone (your name & company name will remain anonymous.)

• Contact me (contact info on next slide)

– With Questions– With Feedback– If you’d like help assessing your SP

implementation and learning more about how to get to greater SharePoint Maturity.

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Page 59: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 59

Upcoming Events

• May 17-18: IBF 24 – free interactive broadcast featuring live intranet tours and the latest from industry thought leaders - http://www.ibforum.com/?ibf24what

• June 1-3: SPTechCon Boston - http://www.sptechcon.com/Boston2011/ - Use code VANBUREN for $200 discount

• June 20-23: Enterprise 2.0 Boston - http://www.e2conf.com/boston/

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Page 60: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 60

Contact Information

Sadie Van Buren• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalit

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Page 61: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

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Resources for the Maturity Model

Self Evaluation Matrix:http://bit.ly/SMMpptMatrix Excel Template for the Self-Assessment:http://bit.ly/SMMExcelTemplate

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Page 62: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 62

Resources for Improving SP Maturity

SharePoint Server 2010: Operations Framework and Checklists - http://bit.ly/MSMOF

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Page 63: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 63

Resources for Great Intranets

Nielsen Norman Group - Intranet Design Annual 2011: Year's 10 Best Intranets - http://www.nngroup.com/reports/intranet/design/

Slide show compiled by the Intranet Benchmarking ForumShows the home pages of 9 intranets including Coke, Coffey International & Westminster Abbey:http://www.slideshare.net/ibforum/my-beautiful-intranet-slide-show Intranet case studies - compiled by Stephan SchillerweinA list of over 50 intranet case studies including HSBC Brazil, Chr. Hansen A/S, IBM & COWIhttp://intranet-matters.de/intranet-case-studies/ Intranet Global Forum Facebook Group (you need a facebook account to access) - compiled by Toby Ward - 34 photos of intranet pages http://www.facebook.com/home.php#!/group.php?gid=2723005032&v=photos04/11/2023 - #SPSBOS #spmaturity @sadalit

Page 64: The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

Copyright 2011 Sadalit Van Buren 64

Credits

SharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog. http://activeobjects.blogspot.com/2008/07/sharepoint-maturity-model-smm_20.html

Rate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP: http://www.endusersharepoint.com/2010/01/07/adoption-tip-4-of-8-rate-your-organizations-sharepoint-collaboration-maturity/

Capability Maturity Model: http://en.wikipedia.org/wiki/Capability_Maturity_Model

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Thank you!

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