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End-to-End SharePointService Delivery & Governance
danholme http://itunity.com/dan-holme [email protected]
If you haven’theard me say it…
Do IT excellently
Establish the framework
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Tech
no
log
y -
Serv
iceRecognize
Analyze
Authorize
Initialize
Clarify
Justify
Codify
Notify
Integrate
Validate
Update
Reevaluate
Educate
Operate
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Integrate
Validate
Update
Reevaluate
Educate
Operate
Ask the tough questions
Recognize the Business Need
Outco
me -
Busin
ess
Recognize
Establish channels to identify need
Respond to submissions
Revisit suggestions
Analyze the Business Need
Outco
me -
Busin
ess
Recognize
Analyze
Question Identifies
What are we trying to achieve? Outcomes
Why does it matter? Business Value
To whom does it matter? Politics
How do we know it worked? Metrics
Establish channels to identify need
Assign responsibility for analyzing need
Define business need
Prioritize,Authorize & Determine Feasibility
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Question Identifies
What is the business need? Benefit
Can it be delivered today? Suitability
What would it take to deliver? Cost
What could go wrong? Risk
Establish green light processes
Assign roles & responsibilities
Document business case for solution
Green light the solution
Initialize a Project
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Define
Design Develop
Deploy
Define the solution
Design the solution
Develop the solution
Deploy the solution
Delegate to operations
Define
Design
Develop
Deploy
Delegate
Determine how you will progress through “The D’s”
Assign responsibilities for project management
Determine how you will keep constituents informed of where on the “map” a project currently lives
DefineAlignDesign
Define
Design
Business Needs
Technical Capabilities
Business Needs
Technical Capabilities
DEFINE DESIGN
SharePoint on-prem
SharePoint in-cloud
Office 365
3rd Party Tools
Business Needs
Technical Capabilities
DEFINE DESIGN
Existing service
Extended service
New service
Business Needs
Technical Capabilities
Use Case
Project Constraints: Time, Money, Resources (People, Expertise)
Information ArchitectureDescribe content
Make content findable
Facilitate information management
Business Needs
Technical Capabilities
Business Needs
Technical Capabilities
Supported Information Classes
Resume*
Job Description
Interview
Information Architecture
Content Types: Resumes, Job Descriptions, Interview
Metadata
Managed Properties
Site Map: Subsite of HR
Information Management
Business ownership
Access control: permissions
Retention & disposition: records management
Insight & reporting: auditing
Lifecycle
Rights Management
Business Needs
Technical Capabilities
Business Needs
Technical Capabilities
Supported Information Classes
Information Architecture
Information Management Policies
Ownership: Recruiting manager
Access: very secure. Accessible only to HR and very select admins
Retention: Treat as Record. Retain for 7 years post-termination (hire)or 6 mos post-interview (nonhire)
Audit
Information Management Architecture
Service ManagementUptime (availability)
Data protection (integrity): content recovery
Business continuity: disaster recovery
Performance
Storage
Interoperability
Service lifecycle
Application Management
Business Needs
Technical Capabilities
Business Needs
Technical Capabilities
Supported Information Classes
Information Architecture
Information Management Policies
Information Management Architecture
Service Management Policies
Lifecycle: 1 year
Availability: 95%
Storage: 200 GB
Performance
Data recovery:
granular
RTO: 2 hours
RPO: 24 hours
Site DR: none
iPad access: offline
Service Management Architecture
Business Needs
Technical Capabilities
Supported Information Classes
Information Architecture
Information Management Policies
Information Management Architecture
Service Management Policies
Service Management Architecture
Supported Information Classes
Information Architecture
Business Needs
Technical Capabilities
Information Management Policies
Information Management Architecture
Service Management Policies
Service Management Architecture
Business Needs
Technical Capabilities
DEFINE DESIGN
SharePoint on-prem
SharePoint in-cloud
Office 365
3rd Party Tools
Business Needs
Technical Capabilities
DEFINE DESIGN
Existing service
Extended service
New service
Define
Design Develop
Outco
me -
Busin
ess
Tech
no
log
y -
Serv
iceRecognize
Analyze
Authorize
Initialize
Clarify
Justify
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Develop the Solution
Develop
Delegate
Define the solution
Design the solution
Develop the solution
Deploy the solution
Delegate to operations
Define
Design
Develop
DeployRefine
Revisit
Revise
Release
Define the solution
Design the solution
Develop the solution
Deploy the solution
Delegate to operations
Delegate
Develop in iterations
Project management keeps things on track
Tech
no
log
y -
Serv
iceClarify
JustifyDefine
Design Develop
Deploy
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Deploy the Solution
Deploy
Development
Test Staging
Production
Application deployment and revisions
Customization deployment and revisions
Content deployment / content publishing
Establish application lifecycle management
Establish lifecycle management for customizations & content
Drive User Adoption
Deploy
Embed the user
Market the solution
Train and message
www.sharepoint-videos.com
www.sharepointshepherd.com
www.contentpanda.com
Maximize your reach & modalities
Leverage your evangelists & power users
Optimize Operations
Document
• Inputs (Requests)
• Outputs (Changes)
• Operational Procedures
Measure
• SLAs Achieved
• Costs of Operations
Automate
• PowerShell
• Third Party Tools
• ROI & ROI
Document operational procedures
Measure cost of operations
Automate procedures
SPC 2014 Presentation
Manage Portfolio
Portfolio Management
Catalog
• Solutions
• Specifications
• Policies
• Changes
Monitor
Current state
Evaluate
Does current state match the
specifications of the solutions in place?
Trigger
Establish a service catalog
Monitor service
Evaluate service
Trigger project review
Are we succeeding? What has changed? What next?
Codify Service
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Tech
no
log
y -
Serv
iceRecognize
Analyze
Authorize
Initialize
Clarify
Justify
Codify
Notify
Integrate
Validate
Update
Reevaluate
Educate
Operate
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Integrate
Validate
Update
Reevaluate
Educate
Operate
Commit to Evolve
Define
Design
Develop
DeployManage
Measure
Modify
Business Need Business Need Business Need Business Need
Define
Design
Develop
DeployManage
Measure
Modify
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Tech
no
log
y -
Serv
iceRecognize
Analyze
Authorize
Initialize
Clarify
Justify
Codify
Notify
Integrate
Validate
Update
Reevaluate
Educate
Operate
Define
Design Develop
Deploy
Manage
Measure
Modify
Outco
me -
Busin
ess
Recognize
Analyze
Authorize
Initialize
Integrate
Validate
Update
Reevaluate
Educate
Operate
Mahalo!(Thank You!)
FOLLOW-UP SLIDES & MATERIALSQ&A AND DISCUSSIONLIVE ONLINE OFFICE HOURSMY ARTICLES & BLOGMY WEBINARS
ITUNITY01
dan.holme
danholme ▪ ITUNITY01
http://itunity.com/dan-holme