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End-to-End SharePoint Service Delivery & Governance

Spca2014 holme end to end share point service delivery

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Page 1: Spca2014 holme   end to end share point service delivery

End-to-End SharePointService Delivery & Governance

Page 3: Spca2014 holme   end to end share point service delivery

If you haven’theard me say it…

Page 4: Spca2014 holme   end to end share point service delivery
Page 5: Spca2014 holme   end to end share point service delivery
Page 6: Spca2014 holme   end to end share point service delivery
Page 7: Spca2014 holme   end to end share point service delivery
Page 8: Spca2014 holme   end to end share point service delivery
Page 9: Spca2014 holme   end to end share point service delivery

Do IT excellently

Page 10: Spca2014 holme   end to end share point service delivery

Establish the framework

Page 11: Spca2014 holme   end to end share point service delivery

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

Page 12: Spca2014 holme   end to end share point service delivery

Ask the tough questions

Page 13: Spca2014 holme   end to end share point service delivery
Page 14: Spca2014 holme   end to end share point service delivery

Recognize the Business Need

Outco

me -

Busin

ess

Recognize

Page 15: Spca2014 holme   end to end share point service delivery

Establish channels to identify need

Respond to submissions

Revisit suggestions

Page 16: Spca2014 holme   end to end share point service delivery

Analyze the Business Need

Outco

me -

Busin

ess

Recognize

Analyze

Page 17: Spca2014 holme   end to end share point service delivery

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

Page 18: Spca2014 holme   end to end share point service delivery

Establish channels to identify need

Assign responsibility for analyzing need

Define business need

Page 19: Spca2014 holme   end to end share point service delivery

Prioritize,Authorize & Determine Feasibility

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Page 20: Spca2014 holme   end to end share point service delivery

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

Page 21: Spca2014 holme   end to end share point service delivery

Establish green light processes

Assign roles & responsibilities

Document business case for solution

Green light the solution

Page 22: Spca2014 holme   end to end share point service delivery
Page 23: Spca2014 holme   end to end share point service delivery

Initialize a Project

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Define

Design Develop

Deploy

Page 24: Spca2014 holme   end to end share point service delivery

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Define

Design

Develop

Deploy

Delegate

Page 25: Spca2014 holme   end to end share point service delivery

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

Page 26: Spca2014 holme   end to end share point service delivery
Page 27: Spca2014 holme   end to end share point service delivery

DefineAlignDesign

Define

Design

Page 28: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

Page 29: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

DEFINE DESIGN

SharePoint on-prem

SharePoint in-cloud

Office 365

3rd Party Tools

Page 30: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

DEFINE DESIGN

Existing service

Extended service

New service

Page 31: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

Use Case

Project Constraints: Time, Money, Resources (People, Expertise)

Page 32: Spca2014 holme   end to end share point service delivery

Information ArchitectureDescribe content

Make content findable

Facilitate information management

Business Needs

Technical Capabilities

Page 33: Spca2014 holme   end to end share point service delivery

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

Page 34: Spca2014 holme   end to end share point service delivery

Information Management

Business ownership

Access control: permissions

Retention & disposition: records management

Insight & reporting: auditing

Lifecycle

Rights Management

Business Needs

Technical Capabilities

Page 35: Spca2014 holme   end to end share point service delivery

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

Page 36: Spca2014 holme   end to end share point service delivery

Service ManagementUptime (availability)

Data protection (integrity): content recovery

Business continuity: disaster recovery

Performance

Storage

Interoperability

Service lifecycle

Application Management

Business Needs

Technical Capabilities

Page 37: Spca2014 holme   end to end share point service delivery

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

Page 38: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

Page 39: Spca2014 holme   end to end share point service delivery

Supported Information Classes

Information Architecture

Business Needs

Technical Capabilities

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

Page 40: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

DEFINE DESIGN

SharePoint on-prem

SharePoint in-cloud

Office 365

3rd Party Tools

Page 41: Spca2014 holme   end to end share point service delivery

Business Needs

Technical Capabilities

DEFINE DESIGN

Existing service

Extended service

New service

Page 42: Spca2014 holme   end to end share point service delivery

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

Page 43: Spca2014 holme   end to end share point service delivery
Page 44: Spca2014 holme   end to end share point service delivery

Develop the Solution

Develop

Page 45: Spca2014 holme   end to end share point service delivery

Delegate

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Define

Design

Develop

DeployRefine

Revisit

Revise

Release

Page 46: Spca2014 holme   end to end share point service delivery

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Delegate

Page 47: Spca2014 holme   end to end share point service delivery

Develop in iterations

Project management keeps things on track

Page 48: Spca2014 holme   end to end share point service delivery

Tech

no

log

y -

Serv

iceClarify

JustifyDefine

Design Develop

Deploy

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Page 49: Spca2014 holme   end to end share point service delivery

Deploy the Solution

Deploy

Page 50: Spca2014 holme   end to end share point service delivery

Development

Test Staging

Production

Application deployment and revisions

Customization deployment and revisions

Content deployment / content publishing

Page 51: Spca2014 holme   end to end share point service delivery

Establish application lifecycle management

Establish lifecycle management for customizations & content

Page 52: Spca2014 holme   end to end share point service delivery

Drive User Adoption

Deploy

Page 53: Spca2014 holme   end to end share point service delivery

Embed the user

Market the solution

Page 54: Spca2014 holme   end to end share point service delivery

Train and message

www.sharepoint-videos.com

www.sharepointshepherd.com

www.contentpanda.com

Maximize your reach & modalities

Leverage your evangelists & power users

Page 55: Spca2014 holme   end to end share point service delivery

Optimize Operations

Page 56: Spca2014 holme   end to end share point service delivery

Document

• Inputs (Requests)

• Outputs (Changes)

• Operational Procedures

Measure

• SLAs Achieved

• Costs of Operations

Automate

• PowerShell

• Third Party Tools

• ROI & ROI

Page 57: Spca2014 holme   end to end share point service delivery

Document operational procedures

Measure cost of operations

Automate procedures

Page 58: Spca2014 holme   end to end share point service delivery

SPC 2014 Presentation

Page 59: Spca2014 holme   end to end share point service delivery

Manage Portfolio

Page 60: Spca2014 holme   end to end share point service delivery
Page 61: Spca2014 holme   end to end share point service delivery

Portfolio Management

Catalog

• Solutions

• Specifications

• Policies

• Changes

Monitor

Current state

Evaluate

Does current state match the

specifications of the solutions in place?

Trigger

Page 62: Spca2014 holme   end to end share point service delivery

Establish a service catalog

Monitor service

Evaluate service

Trigger project review

Page 63: Spca2014 holme   end to end share point service delivery

Are we succeeding? What has changed? What next?

Page 64: Spca2014 holme   end to end share point service delivery

Codify Service

Page 65: Spca2014 holme   end to end share point service delivery
Page 66: Spca2014 holme   end to end share point service delivery

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

Page 67: Spca2014 holme   end to end share point service delivery
Page 68: Spca2014 holme   end to end share point service delivery

Commit to Evolve

Page 69: Spca2014 holme   end to end share point service delivery

Define

Design

Develop

DeployManage

Measure

Modify

Page 70: Spca2014 holme   end to end share point service delivery

Business Need Business Need Business Need Business Need

Define

Design

Develop

DeployManage

Measure

Modify

Page 71: Spca2014 holme   end to end share point service delivery
Page 72: Spca2014 holme   end to end share point service delivery
Page 73: Spca2014 holme   end to end share point service delivery
Page 74: Spca2014 holme   end to end share point service delivery

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

Page 75: Spca2014 holme   end to end share point service delivery

Mahalo!(Thank You!)

Page 76: Spca2014 holme   end to end share point service delivery
Page 77: Spca2014 holme   end to end share point service delivery

FOLLOW-UP SLIDES & MATERIALSQ&A AND DISCUSSIONLIVE ONLINE OFFICE HOURSMY ARTICLES & BLOGMY WEBINARS

ITUNITY01

dan.holme

danholme ▪ ITUNITY01

http://itunity.com/dan-holme

[email protected]