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Intro to Microsoft Office SharePoint 2007

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Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

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Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

You are being recorded…

• This seminar will be available on the TechSoup website along with past webinar presentations:– www.techsoup.org/go/webinars

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• Ask follow-up questions in the Software Forum: – tinyurl.com/m7jl4g

talks!

Facilitator: Kami Griffiths (TechSoup)

Presenters: Roy King (Microsoft)Sponsored by

Intro to Microsoft Office SharePoint 2007

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Today’s Speakers

Answering chat questions: Becky Wiegand, TechSoup; Lindsay Bealko, Microsoft

Kami GriffithsTechSoup

Roy KingMicrosoft

@royking3

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Session Objectives

• Learn about your Organizational Network

• Understand what SharePoint 2007 is

• How it is used by mission driven organizations

• Know what factors must be considered

• Have resources to learn more

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Your Organizational Network

Projects

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

HR

Finance

Board

Development

Programs

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Your Organizational Network

Projects

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

HRAudiences

Finance

Board

Development

Programs

Donors

Media / Public

Volunteers

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Your Organizational Network

Funders

Government

Projects

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission.

HRAudiences

Board

Development

Programs

BusinessCommunity

Vendors

Partners

Donors

Media / Public

VolunteersFinance

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Real Life: Functional + Data Silos

Project “X”Site

CapitalCampaign

Site

ExtranetCollaboration

Site

CustomCase

ManagementSystem

CustomCase

ManagementSystem

PartnerSite

KnowledgeManagement

Portal

Blog

ProgramDatabase

RegulatoryComplianceRepository

MainWeb

Presence

MainWeb

Presence

Team “ABC”Site

DonorMgmt

System

WeeklyIssue

TrackingMeeting

CustomerService

Site

EmployeeSelf Service

Portal

EmployeeSelf Service

Portal

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

The SharePoint Platform

Individual

Organization

Division

Team

Global partner ecosystem Uniform management, deployment &

maintenance Common development tools &

methodologies

Portals & Dashboards Content Management Social Networking Automated Workflow Charts & Graphs Search

SEEP

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Case StudySituation For years, Habitat spent extensive hours fixing and adding on to PartnerNet to keep up with the expansive growth of new mini-sites and number of affiliates.  As a result, information became increasingly difficult to find, access, and manage. Habitat needs to regularly collect, analyze, and report on information provided by multiple individuals. The current process is labor-intensive, time-consuming, and fraught with the potential for missing and inaccurate information, as spreadsheets are emailed back and forth or custom applications are developed to collect data.

Solution Using Microsoft® Office SharePoint® 2007 as a development platform, AW Systems worked with Habitat to rebuild PartnerNet into an organized collection of global and regional program and department websites, tailored to Habitat’s current and expanding needs.

Benefits •Workflow developed for a variety of processes, including the monitoring of content developments within each project site to ensure data quality, relevance, and currency. •Allow users to view and interact with spreadsheets directly, maintaining a single version•A robust Wiki will allow Habitat affiliates and program/department staff to easily find, contribute to, and update this important material in an efficient manner.

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Mott Foundation• Intranet (with functions that display master calendar, roll-up

announcements from departments, HR documents, policies, etc.)• Custom pages that display dashboards of various grantmaking activities,

filtered by user or team, including any alerts fired by their grants management software (SQL), and a live feed of any new funding inquiries generated by their web site (filtered by designated program person).

• Document repositories that aggregate a wide collection of documents, scanned and created, into a single view that can be filtered and displayed based upon metadata – there is one that gives an ‘all-in-one” view of all documents related to any particular grant, filtered by the grant, the organization, and/or EIN).

• Custom Infopath libraries that store and/or display, for example, all travel (based upon a travel approval Infopath form) – the display is filtered to show only future travel, with people that are out of the office on the current day high-lighted in red. Form data ties back to an Access database that records actual travel expenses.

*Thanks to Gavin Clabaugh via Idealware Blog

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

The SharePoint Universe

WSS 3.0 is available as free download for Windows Server

SharePoint Designer is now a free download

MOSS 2007 is available as a subscription-based Online Service

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

MS Products Donated via TechSoup

• Windows SharePoint Services (free d/l for Windows Server)

• SharePoint Server 2007 Enterprise Edition (Admin Fee $265.00)

• SharePoint Server 2007 Standard Edition (Admin Fee $208.00)

• SharePoint Server Enterprise Edition CAL (User + Device, Fee $6.00)

• SharePoint Server Standard Edition CAL (User + Device, Fee $3.00)

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

No Brainers (for consideration)

Create, manage, share & find the information in your organization

Intense Information Environment

Get an organization to act in concert across boundaries

Distributed Customers, Partners and Teams

Manage enterprise-wide adoption, ensure policies are enforced

Governance & Security

Leverage existing infrastructure & other ways to lower costs

Significant IT investments (esp. MSFT)

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Deal breakers

SharePoint may not be right for every organization. An honest assessment could save you time & money.

Be cautious about adopting SharePoint if: -You have no IT staff, or no budget to work with consultants.-You only need one specific thing (ex: a blog). There may be more focused tools you can use for targeted needs.

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Lessons Learned• Find help first (i.e. IT support) • Start small! Get feedback on conceptual

design• Get leadership support & buy-in• Develop a plan and a budget• Don’t neglect training & user adoption• Find a safe place to play• Consider organizational culture & policies;

new software won’t change these

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

mindSHIFT Technologies Donation• What you get:

– A four-hour consultation (normally $200.00 per hour)to review the technical and operating needs of your organization

– An analysis of your Intranet requirements– A complete written assessment

• Organization may receive only one donated intranet SharePoint assessment ever.

• Available to nonprofits and public libraries.• $70 TechSoup Admin Fee. Any other services

beyond the donation are acquired on a paid basis directly with mindSHIFT.

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

More Resources

• Microsoft content:– SharePoint Product Team– SharePoint Server TechCenter– SharePoint Services Developer Center– Pinpoint (find partners)

• Microsoft Resources for Nonprofits:– www.microsoft.com/ngo

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

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Questions?

Submit your questions using the chat box.

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Request a Microsoft Donation

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Continue the Discussion…

• Ask follow-up questions in the Software Forum: – tinyurl.com/m7jl4g

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

Get the Most Out of TechSoup

• At TechSoup, you’ll find a range of technology services to help your nonprofit:

– Read helpful articles in our Learning Center– Request donated software, hardware, and

online services– Join our community forums to learn from

your colleagues– Browse upcoming events and conferences

Microsoft Office SharePoint Server 2007For Audio: 1-866-740-1260 Access Code: 6339392

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