How to implement SharePoint 2010?
Learn how to implement SharePoint to manage documents and records
Atle SkjekkelandVice President, AIIM
www.aiim.org/sp
The Need for Best Practices “There is so much heat and so little light
out there about exactly what SharePoint does and how it does it.
We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration).
There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'"
SharePoint is a Registered Trademark of Microsoft
John ManciniAIIM President
www.aiim.org/sp
AIIM: The Place to Learn
The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community
Skill sets and best practices are identified by Education Advisory Groups in North America and Europe
Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010
Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.
SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp
Certificate Course Structure
SharePoint
Practitioner
SharePoint
Specialist
SharePoint
Strategy
Case Study
Why? What? How? Use?
The Practitioner and Specialist programs are available as both online and classroom courses
The Strategy and Master programs are only available as classroom courses
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Specialist & Master Course
Strategy
Test, Train, Sustain
Change Management
Migration
Implement SustainTransitionAssess
Customization
Integration
Business Case Governance
Documenting Requirements
Records Management
Information Gathering
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Analyze and identify capabilities and gaps Quantify storage, volume, capacity and geography
requirements Understand interviewing and what elements need to
be gathered Quantify technical, administrative and productivity
benefits Identify the business case areas justifying a
SharePoint environment Identify the level of effort and cost elements Develop a content management strategy for
SharePoint Understand and communicate the scope/impact on
business areas Construct a reference architecture to identify
projects/opportunities
Step 1: Assess
Strategy
Assess
Business Case
Information Gathering
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Develop/define business and technology requirements
Leverage existing standards Identify categories of functional areas to document Review ability to comply with records management
imperatives Communicate influences of enterprise compliance Identify SharePoint elements that meet compliance
challenges Establish governance structure/role definition Recognize appropriate responsibility for different
usage, development, support, infrastructure issues Develop high level governance plan and program
documents
Step 2: Transition
Transition
Governance
Documenting Requirements
Records Management
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Identify tools/options for development within SharePoint Plan/design primary components for core capabilities of
SharePoint Evaluate the buy versus build options Identify the risks/issues with configuration versus custom
development Determine realistic resource requirements (human /machine)
for development and support Identify legacy application integration requirements Enumerate existing platform/protocol standard Identify strengths/weaknesses with integration to other
content management platforms Identify/quantify types of content to be migrated to SharePoint Map data and data type from one system to another Validate migration for quality assurance Quantify and plan level of effort required for migration
Step 3: Implement
Migration
Implement
Customization
Integration
SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp
Identify technical, organizational and cultural elements of a change management program
Coordinate support, infrastructure, migration and training for effective rollout
Develop a communication plan before, during and after implementation
Ensure implementation meets user expectations Develop a disaster recovery plan Identify capacity changes and requirements for
performance monitoring Ensure continued quality improvements on
system and data
Step 4: Sustain
Test, Train, Sustain
Change Management
Sustain
SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp
Course Feedback "Often I have watched enterprises use chaos and complexity
theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if
it does, then let it self-organize. This may work very well for certain microbial colonies or ant
colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the
vision and roadmap to organize a SharePoint deployment around total efficacy.
Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy.
This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”
Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT
SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp
Online courses ◦ Practitioner and Specialist course
24/7 Access Visit www.aiim.org/sp for more
information Classroom courses
◦ Practitioner and Master Classes Instructor-led Classroom courses Visit www.aiim.org/sp to locate a
class near you
Course Availability
SharePoint is a Registered Trademark of Microsoftwww.aiim.org/sp
Questions?
www.aiim.org/sp
Visit aiim.org/sp ◦ To locate a classroom course near you◦ Sign up for an online course – available
24-7 for 6 months◦ Ask AIIM to deliver an in-house class for
your organization by emailing [email protected]
SharePoint is a Registered Trademark of Microsoft