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Webinar Series Marketing Problems, SharePoint Solutions Presented by: January 19th, 2011

1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

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If you, as an IT professional. have a hard time talking to your Marketing team, you're not alone. KMA and SharePoint can help you bridge the gap between the needs of your Marketing team and technologies you can use to help make them successful.

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Page 1: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

Webinar Series

Marketing Problems, SharePoint Solutions

Presented by:

January 19th, 2011

Page 2: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(2)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

Twitterhashtag: #kmasp2010Twitter hashtag:

Housekeeping Items

• Experiencing Issues? • Change color of your seat to RED

• Questions for Speakers? • Submit questions during webinar

• Twitter Discussion• #kmasp

• Feedback• Webinar Feedback

• Next Steps/Moving Forward

Page 3: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(3)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

ABOUT KMA

o Founded in 1995, focused on New England

o 25 employees, technical DNA

o Industries: Professional Services, Life Sciences & Financial Services

o Technologies:

• SharePoint, SQL Server, Office, and Visual Studio.NET

• Specialties:

• Collaboration: Portals, Websites, Communities and Content Management

• Insight: Enterprise Search and Business Intelligence

• Productivity: Forms, Workflow, Office Client Customization

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(4)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

About the Speakers – Derek Cash-Peterson

• SharePoint Associate at KMA

• Specializing in Public Facing Internet sites and custom branded solutions

• Over 10 years industry experience building internet sites for large non-profits and higher education.

• Extensive experience building public facing web sites based on the SharePoint and Microsoft Content Management Server platforms

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(5)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

About the Speakers – Tamsen McMahon

• Director of Digital and Strategic Initiatives at Sametz Blackstone Associates

• 15-plus years in strategy, development, and marketing roles with such organizations as:– Peabody Essex Museum– Harvard Medical School– Boston Conservatory

• Active writer and speaker on branding, strategy, management and social media

• Blog: http://www.brasstackthinking.com

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(6)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Agenda

• Overview of IT Challenges working with Marketing– Translating Marketing-speak into IT, and IT-speak into marketing

• SharePoint as the Marketing Solution for :– Partner Extranets

– Collateral Libraries

– Rich Media Management

– External Websites

• Questions & Answers

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(7)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Ah, the marketing department.

Page 8: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(8)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Your view:

Page 9: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(9)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Theirs.

Page 10: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(10)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

And when you talk to them?

Page 11: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(11)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

This != Kansas.

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(12)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Users, to them.

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(13)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Users, to you.

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(14)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Implementation, to them.

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(15)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

SO PRETTY!

Page 16: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(16)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Implementation, to you.

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(17)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

That difference in worldview can be a right pain when you’re trying to work

together.

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(18)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

What they want…

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(19)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

What they want…

Page 20: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(20)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

What they want…

Page 21: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(21)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

What they want…

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(22)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

You’ve got it.

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(23)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

SO PRETTY!

Page 24: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(24)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Your view:

Page 25: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(25)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Theirs.

Page 26: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(26)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

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(27)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

What can you do? How do you make the case?

Page 28: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(28)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Understand the Marketer’s mind.

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(29)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

(Yes, they have one.)

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(30)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Think “big concept”

• What’s next

• What’s new

• What works

Page 31: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(31)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

They care about:

• End result

• Ease of use

• Time

• Money

• How close to “next” it is

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(32)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Interesting…

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(33)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

You care about:

• Functionality

• Maintenance requirements

• Scope

• Security

• Stability

Page 34: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(34)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Their view:

Page 35: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(35)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Does it have a heart?(Does it support the brand?)

Page 36: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(36)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Yours.

Page 37: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(37)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Does it have a brain?(Does it make sense?)

Page 38: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(38)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

So your job? (And our job today?)

Page 39: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(39)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Have courage.

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(40)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Tell your story…

Page 41: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(41)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

In their words.

Page 42: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(42)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

How?

Page 43: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(43)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Your view:

Page 44: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(44)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

Theirs.

Page 45: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(45)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Marketing Says…

• “I need to communicate with my agency and channel partners.”

• “I need to share content with them.”

• “I need it to be branded.”

Page 46: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(46)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Translation

• I need an Extranet or Partner Portal.

• I need to create documents in Office and put them on the portal.

• I want to upload content once and push it out to different audiences.

• And by the way it needs to look pretty.

Page 47: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(47)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

How SharePoint can help

• Built-in portal and collaboration tools

• Integration with Microsoft Office

• Mixed authentication modes

• Configurable style sheets, themes, and page layouts, and master pages.

• Robust workflow engine

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(48)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Case Study

• Custom forms based authentication– Let’s channel partners only see the content they have rights to

see

• Branded solution– Fits within the look and feel of the corporate brand standards

• Robust content approval process– Authors submit content for partner portal sites and sets

metadata.– “Queen” reviews document and metadata and pushes content

to various partner portals.– Channel managers have approval over if the content is

appropriate for their portal.

Page 49: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(49)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Marketing Says…

• “I need a place to store all my photos,”

• “and can I use it for audio and video,”

• “and can I search for things,”

• “and it needs to be as easy as YouTube.”

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(50)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Translation

• I need a Digital Asset Management System

• I need a searchable rich media library

• It needs to be easy to put data in

• It needs to be easy to use the data after I find it.

Page 51: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(51)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

How SharePoint can help

• Drop-off Library

• Managed Metadata Service

• Silverlight media player

Page 52: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(52)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Case Study

• SharePoint Drop-Off Library

• Files are moved to correct location based on metadata

• Managed Metadata Service

• Silverlight media player

Page 53: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(53)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Marketing Says…

• “I need a kickass website”

Page 54: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(54)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Translation

• I need a kickass website

• It needs to incorporate all the latest web based features.

• It needs to be dynamic

• It needs to use social media

• It needs to be easy to use

• It needs to be really pretty

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(55)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

How SharePoint can help

• Web content management functionality

• Robust search engine

• All the functionality of SharePoint

• Diffused content management

• Templates based layout locks down design makes it easy for non-technical users to manage content.

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(56)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Case Study

• http://wwwdemo.com/livepivot/

• http://www.daemen.edu

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(57)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

3 Handy Rules

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(58)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

1. Translate

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(59)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

2. Educate

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(60)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter #kmasp

3. Fascinate

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(61)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Questions and Answers

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(62)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Resources: To Learn More

• Regarding today’s topics:– Translating, Educating, Fascinating:

• You, Them, and KMA: Half-Day Assessments

– SharePoint for Internet sites:• http://www.wssdemo.com/livepivot

– SharePoint extranets:• KMA Solutions Brief: How We Did It -- Partner Portals

– Managing rich media with SharePoint:• TechNet “Managing Digital Assets Overview”:

http://technet.microsoft.com/en-us/library/ee414276.aspx

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(63)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Resources: How KMA Can Help• Content:

• Online content, blogs, articles available through www.kma-llc.net/insights

• Monthly live seminars/webinars, recent topics at www.slideshare.net/kmallc

• One-to-one discussions with you about your unique business problem

• Upcoming Events:• SharePoint Saturday Hartford, 29 January: www.sharepointsaturday.org/hartford

“Content is King: ECM in SharePoint 2010”

• SPTechCon San Francisco, 9 February: www.sptechcon.com “See Beyond the Numbers: Data Visualization in SharePoint 2010”

• Offerings• SharePoint Health Check, Readiness Assessments - short-term, fixed price engagements

• Deployment Planning Services – co-funded by Microsoft and with SA benefits

Page 64: 1/19/11 KMA Webinar - Marketing Problems, Sharepoint Solutions

(64)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

In Closing…• How to get (and share) a copy of today’s slides

• How to continue the conversation:

• How to provide feedback

• Next KMA Insights Webinar February 16th – watch for invitation:– Finance Solutions with SharePoint 2010

• Thank you to our speakers and attendees!!!

Name Twitter E-mail Phone

Derek Cash-Peterson [email protected] 781.693.6822

Tamsen McMahon @tamadear Tamsen[at]sametz[dot]com 617.266.8577

Mike Gilronan @mikegil Mgilronan [at]kma-llc[dot]net 781.693.6823

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(65)Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved. Twitter hashtag:Twitter #kmasp

Acknowledgements/Credits

• Images from “The Wizard of Oz” property of Turner Classic Movies: http://www.tcm.com/tcmdb/title.jsp?stid=852

• Dilbert cartoon property of United Feature Syndicate, used with permission: http://thedilbertstore.com/comic_strips/1992/4/6/