O365/SharePoint Online: Sizing, Scaling, Structuring & Succeeding

Greg Hayes Solution Partner, Portals and Collaboration

The Challenge

Appetite• Needs and Goals• Opportunities• Priorities• Culture & Adoption

Match Your Engine to Appetite

Engine• Resources and Capabilities• Bandwidth & Budgets• Organizational Readiness

Intelligently and Continuously

Complexity, Commitment, Costs, (Value)

Mintranet• Basic Branding• Simple Navigation & IA• OOB UI• Low/Moderate Customization• No Context/Personalization• No or Few Business

Applications

The Major Scales

Medtranet• Deeper Branding• Dynamic/Custom Navigation• More Complex IA• UI ‘Tweaking’• Deeper Customizations• Some Contextualization &

Personalization• Some Business Applications

Maxtranet• Deep Branding• Dynamic/Custom

Navigation• Custom UI• Custom Everything• Deep Contextualization &

Personalization• Often many Business

Applications

Doing It Right

Assess & Define Design & Plan Build Foundations

Assess & Define

Design & Plan

Construct/Pilot

Measure Adoption

Adjust & Incremen

t

The Core Foundations

Services, Components, and Solutions

Step #1: Define Your Vision & Service Priorities• Portals• Communications, Reference Content Publishing & Delivery

• Collaboration• Workspaces, Work Services, Working Content

• Social• Peer Communications, Groups, Work, and Content Sharing

• Business Solutions & Customizations• Vertical and Horizontal Applications• Business Intelligence

Step #2: Define initial depth of your services• Baseline Services Functions & Depth

• What are your first portals and what will they provide?• Do you need workflow in collaboration?• Do we want to find people with business specific properties (e.g. Law Areas).• Etc., Etc., Etc., Etc., Etc., Etc.

• User Experience & User Interface• Assessment and articulation of your personas, flows, information• Branding, layouts, & interactions

• Contextualization and Personalization• Contextual Delivery, Personal Configuration, Dynamic Navigation

• Business Solutions & Applications• Simple or complex workflows and/or forms?• Complex business specific Apps (AP forms capture)

Step #3: Define what can you realistically build & sustain?• Foundations Resources

• Analysts, User Experience/UI, Information Architects, Governance, IT/Configuration • Customizations Developers, Technical Maintenance

• Content & Solution Managers and Administrators• Central Content Manager role critical at all scales • Business anchored content managers

• Components and Solutions Resources• Workflows & Forms• Simple or Complex Business Apps

• Communications and Adoption• Who can and will participate & help lead

A Few Crucial and Best Practices• Define overall appetite initially and keep re-defining as needed• Be realistic about your engine

• Success mean commitments, resources, and costs beyond those most expect

• Build solid foundations• Assess & Plan• IA and Governance• Communication, People, Expertise

• Stay incremental• Build shallow to start • Measure value & use• Adjust and adapt

• Involve everyone; not an ‘IT’ platform

Current Scale Examples

Mintranet - Department PortalPromoted Links

Search Relevancy & Custom

Display

Search Navigation

Mintranet – Portal Library View

Mintranet - News Portal Search Aggregation &

Display

Mintranet – Search Based Switchboard

Medtranet - Home Page

User Dept. Awareness

Location & Dept. Contexts

Contextualized Feeds

Medtranet – Department Home

Custom Actions

Contextual Content

Medtranet-Focused Search Results

Results Focus Hierarchy

Custom Refinements

Maxtranet – Home Page

Personalized User Apps &

Links

Personal & Contextual Delivery

User Location Awareness

Maxtranet - Location Selection & Switching

Maxtranet –Dynamic Mega Menu

Maxtranet-Resource Find-Ability

Custom Refinements

Custom Results Cards

Thank you