user adoption for developers: using agile to improve delivery and efficiency in sharepoint...
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User Adoption for Developers: Using Agile to Improve Delivery and Efficiency in
SharePoint Implementations
CapArea .NET SharePoint SIG and Women in SharePoint DCArlington, VAFebruary 17, 2011
Marie-Michelle Strah, PhDSharePoint Solutions Architect and Practice LeadBroadPoint Technologies
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Who Am I?• Marie-Michelle Strah, PhD• Twitter: @cyberslate• Email: michelle AT lifeincapslock DOT com• Work: mstrah AT broadpoint DOT net• Blog: http://lifeincapslock.com• Linkedin: www.linkedin.com/in/drstrah
• SharePoint Solutions Architect and Practice Lead, BroadPoint Technologies www.broadpoint.net
• Women in SharePoint DC• www.meetup.com/womeninspdc• Women in SharePoint• www.womeninsharepoint.org
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Objectives• Discuss user adoption, Agile and
SharePoint SDLC• Learn techniques to maximize fidelity in
product delivery• Case studies:
– Hands on labs– Communications plans– User stories– Help desk feedback– Project meetings
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It’s about the people…
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Software success and ROI:
CSF1 = Effective User Adoption
(70%)
CSF2 = Organizational Change (16%)
CSF3 = Process Alignment (13%)
CSF4 = Software Functionality
(1%)
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SharePoint and Agile
• Where do we go from here?• Transition• Team development model• Alignment: architecture and project methodology• SharePoint User Group DC February 10, 2011 http://
lifeincapslock.com/case-study-for-a-sharepoint-sdlc-presentation
Agile != “code faster” LOL
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Plan for Change Management
• Waterfall/Agile• Product Implementation• Mental Models• “Closed” Shops
Chuck Norris andChange Management…
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Agile Methodologies and SharePoint
• Agility as a value systemJeff Patton http://www.slideshare.net/abcd82/bringing-usercentereddesign-practices-intoagile-development-projects-presentation
• Design and UX in an agile processM. Jackson Wilkinson http://www.slideshare.net/whafro/design-and-ux-in-an-agile-process-presentation
• Building a “Virtual Bullpen”Andrew Woodward, MVPhttp://www.21scrum.com/product
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Meet “Agile Boy”
http://www.cleverworkarounds.com/2009/04/@paulculmsee
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Organic Model: SDLC “Cycle” for SharePoint
ASSESSMENT
INFRASTRUCTURE
DESIGN
INSTALLATION
ADMINISTRATION
SUPPORT
- PROGRAM MGT
- - Project Mgt- - Governance
Source: Gary Vaughn http://www.box.net/shared/9u2ik72t1z
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Case Study: SDLC “Cycle” for SharePoint
Phased Implementation
User Adoption
Phas
e
Assessment and Evaluation
As Is Inventory
Infrastructure
Installation
Governance
Information Architecture/
Metadata/Taxnomy
Configuration Permissions and Security
Requirements
No Code Solutions
Content and Data Migration
Custom Development
Legacy and Third Party Integration
To Be Architecture
Iteration 1
Iteration 2
Iteration 3
Iteration 4
QA
Training
O&M
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Maximize fidelity in product delivery
• User research• People, not document,
centric platform• Work management• “Friendly” UI/UX
• Requirements Traceability
• User-Centered Design
• User Adoption
• Overcome “out of the box-ishness”
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Discovery/Planning• User research• Focus groups• Mood boards• Surveys• Observation• “What do people do?”Requires time, budget and planning for UI/UX team…
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Scrums/Sprints• Code reviews• Bug tracking• Standups• Iterative releases
Reduce issues before they “hit” end user…Requires agile contracting/project management
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Tools for Agile• JIRA/Subversion
• 21Scrum• EPM Live SharePoint Agile Software
Development Application Template• IT Project Management Template• Help Desk Template
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http://kb.epmlive.com/KnowledgebaseArticle50438.aspx
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Or… build your own virtual bullpen (Fab 40 WSS 3.0/MOSS)
• Wiki• Custom Lists and Content Types• Server Admin Templates:
– Bug Database– Call Center– Change Request Management– Help Desk– IT Team Workspace– Project Tracking Workspace– Knowledge Base
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Development by “walking around”…
Case Study: JTF-CAPMED (SharePoint 2007, MS Project 2007)
Case Study: National Science Foundation (SharePoint 2010)
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• Previous models deprecated in SharePoint 2010• Only Server Admin solution packages (.wsp) upgrade – and even
then, with difficulty… so adapt!
• Requirements Traceability Matrix• SharePoint Workspace and Outlook Integration
• IBM Rational Requisite Pro Model (client requirement)
• Import attributes and fields• Import flat file into IT Team Site/Wiki
• Document libraries for 508 compliance, Integration Control Documents (ICDs), Use Cases, UX artifacts
“Jump Start” the team (and adapt to your team members too!)
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Useful for:• Remote teams• Security/permissions issues• Product integration teams
– COTS– Open Source
• Managing risk (compressed timeline)– Tight integration to project management
deadlines
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Project management and Agile
Project Coordinator Role
End User Communications (“Oversh
are”)
End User Feedback (Help Desk)
• Every standup• Team decision• 72 hour
turnaround
• Releases• Training• Downtimes
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Project coordination continued…
Project Coordinator Role
• Go to where the end user is
• Get out from behind your swivel chair
• Everything is a learning opportunity
• DocumentationEnd user feedback and data
collection
Formal meetings
Site visitsLabs
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Results• 100% user adoption < 6 months• Integrated product (non-SharePoint) team
and members• Improved reporting IT team (metrics!)• Improved productivity• Improved client communication• DIACAP/STIGs compliance (DoD)• Customer service = user adoption
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Conclusion• Agile methodology leverages SharePoint
SDLC• Maximize opportunities to engage end users• More engagement = high fidelity
requirements• Leverage “quick fixes” and scrums/sprints• Leverage tools to promote Agile• Overcommunicate
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Questions? Discussion!
Thank you for your time!
Marie-Michelle Strah, PhDTwitter: @cyberslateEmail: michelle AT lifeincapslock DOT comWork: mstrah AT broadpoint DOT netBlog: http://lifeincapslock.comLinkedin: www.linkedin.com/in/drstrah