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Best scenarios to boost your SharePoint implementation
Toni FrankolaAcceleratio Ltd.
Croatia
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009 Sponsors
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009 Session Objectives and Takeaways
• Learn (at least) one new thing you can use to improve you SharePoint site tomorrow
• Target audiance: Power (end) user
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Quick poll
• My company is:A. Microsoft Partner companyB. Small-Medium business (up to 500 employees)C. Enterprise (more than 500 employees)
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009 Quick poll (2)
• SharePoint – implementation status:A. Not installedB. Implemented, but still »work in progress«C. Completed
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009 Quick poll (3)
• We are using:A. SharePoint Services 3.0B. SharePoint 2007 StandardC. SharePoint 2007 EnterpriseD. SharePoint 2010
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 The dark project reality
Succeeded32%
Late/Over budget44%
Cancelled24%
Source: CHAOS Summary 2009, Standish Group
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009 What about my SharePoint project?
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009 The problem
10% - SharePoint technology
90% - SharePoint Content and People
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009 SharePoint planning / requirements
• Find out what are the requirements• Requirements gathering before installation
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009 SharePoint - Lego® approach
• 1... • 2... • 3...
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 SharePoint as you see it
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009 SharePoint as End user sees it
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009 Recommended reading
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009
MAX 28 words
No copyright, no Google
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009 EndUserSharePoint.com
• http://endusersharepoint.com• http://endusersharepoint.com/STP - Q&A
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009 UX – Navigation
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009 UX – Navigation (2)
Author: Paul Grenier
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009 Interface improvements (3)
Author: Paul Grenier
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009 Simple clean interface
Author: James Milne
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009 Can 2010 help?
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009 What can I do with 2010?
• Default List ribbon sample
• Make it more „fluent”Custom Ribbon
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Eat your own dog food
• SharePoint team should publish a blog• How-to guides• Information about new features• Anything SharePoint related
• Document SharePoint installations wiki
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009 Eat your own dog food (2)
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009 Trick – Information push
• End users prefer to be notified via email• Push info via »Alert me«
• Subscribe their AD group• They will not be able unsubscribe
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Eat your own dog food
• SharePoint Issue tracking on SharePoint• Start on top of Microsoft Templates
• Expand as needed• Email integration• Workflows• Custom reporting
Source: http://endusersharepoint.com
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009 Issue status
Active Resolved Closed
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 SharePoint as self-service HR portal
• WIN-WIN situation• HR Ideas
(some available as Microsoft Templates)• Annual leaves• Expense • Employee training• Employee activities• Employee benefits• Hiring and firing• Lending libraries
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009 HR application »ingredients«
• OOTB WSS• A workflow tool
• Security, approvals, calculations...• My recommendation: Use Nintex Workflow 2007
• Managers love „lazy approval”
• Keep it simple• Try to use simple web forms instead of InfoPath• Make rich UIs with JQuery
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009 Workflow benefits
• Cut approval times shortened• From days to within 1 business hour
• Reports show you bottlenecks
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009 Nintex workflow view
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009 HR Portal - example
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009 HR Portal (2)
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Project Management Scenario
• Resource: SharePoint for Project Management book
• Implement SharePoint for your PMO• PMs love to control stuff
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009 At PMO Level
•Reports•Documents•Milestones•Tasks
Project 1
•Reports•Documents•Milestones•Tasks
Project 2
•Reports•Documents•Milestones•Tasks
Project 3
•Reports•Documents•Milestones•Tasks
Project 4
• Reports• Documents• Milestones• Tasks
PMO
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009 How might your site look like?
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009 Web Parts
• Project Info
• Tasks by Workflow
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• Calendar aggregation
• Milestones
Web Parts (2)• Navigation
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009 At PMO Level
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009 Aggregating information from subsites
• Aggregating data (2007)• CQWP (SharePoint only)• Lightning Tools• Bamboo solutions
• Aggregating data (2010)• Availabile in Foundation 2010
PMO
P3
P2
P1...
...
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Internal Phonebook Scenario
• Benefits:• OOTB functionality• Simple to use• Access 2007 for printing• Connect to Outlook• Sync to your Mobile device
• Bamboo > snyc with User Profiles
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009 Internal Phonebook Scenario (2)
• Printing with Access 2007 (OOTB)
• Search Contacts as you type (check my blog)
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Check list
• Use analytics to improve your content• Improve your content to match• Improved in SP 2010
• Check crawl logs for errors• Does your search return results
• Dummy testing• Search Usage Reports
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009 Contents
1. IT Projects
2.SharePoint UX
3.(s) Project
Documentation
4.(s) Help Desk
UX
5.(s) Empower
People
6.(s) PMIS
7.(s) PhoneBook
8.Web Analytics
9.Governance
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009 Governance check list
• Governance Plan (minimum):• Information architecture (site structure)• Taxonomy (consistent naming conventions)• Branding (correct use of company imagery)• Provisioning (consistent site usage and user
policies) • Search (users can find what they need)• Testing (consistent use of sites and content)• Training (all users are trained)Lear more: Governance Resource Center for SharePoint Server 2007
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THANK YOU
Toni Frankolahttp://www.sharepointusecases.comhttp://twitter.com/tonifrankola
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009 Sponsors