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SharePoint:Best Implementation Practices

Learn Best Practices for Implementing SharePoint 2010 www.aiim.org/sp

SharePoint Adoption

SharePoint is a Registered Trademark of Microsoft

Source:AIIM Industry WatchSharePoint –Strategies and Experiences


Enhanced Collaboration Document Management Centralized search Integration into the work environment A better intranet

SharePoint Uses



How it is Used




2007/2010◦ Scope◦ Strategy◦ Structure◦ Migration◦ Complementary Solutions◦ Extensible platform

SharePoint Challenges



Organizational Challenges




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.'"



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.



Program 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



SharePoint Specialist - Implement

Strategy

Test, Train, Sustain

Change Managemen

t

Migration

Implement SustainTransitionAssess

Customization

Integration

Business Case

Governance

Documenting

Requirements

Records Managemen

t

Information Gathering



Assess

Strategy

Assess

Business Case

Information Gathering


•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


TransitionTransition

Governance

Documenting

Requirements

Records Managemen

t


•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


Implement

Migration

Implement

Customization

Integration


•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


Sustain

Test, Train, Sustain

Change Managemen

t

Sustain


•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


Online at www.aiim.org/sp◦ Practitioner and Specialist

24/7 Access◦ Master

Instructor-led Classrooms Schedules and international locations found at

www.aiim.org/sp

Course Availability



What Others are Saying "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



Your Time to Act Join the AIIM community of experts

◦ Become a SharePoint Practitioner, Specialist or Master Understand market trends and opportunities Identify and demonstrate the business

benefits of starting new projects Ensure progress by linking business strategy

with a new vision and ways of working Understand global best practices for

managing information assets

Be recognized as an industry expert!Be an AIIM Designated SharePoint

Practitioner, Specialist or Master!



Questions?

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 can deliver an in-house class for your organization

by emailing [email protected]