1. Intro to Microsoft Office SharePoint 2007 Audio is only available by calling this number: Conference Call: 866-740-1260Access Code: 6339392 Sponsored by

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4. Facilitator: Kami Griffiths ( TechSoup) Presenters:Roy King (Microsoft) Intro to Microsoft Office SharePoint 2007 Sponsored by 5. Todays Speakers Answering chat questions:Becky Wiegand, TechSoup; Lindsay Bealko, Microsoft Kami Griffiths TechSoup Roy King Microsoft @royking3 6. 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

7. Your Organizational Network Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organizations mission. HR Finance Board Development Programs 8. Your Organizational Network Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organizations mission. HR Audiences Finance Board Development Programs Donors Media / Public Volunteers 9. Your Organizational Network Funders Government Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organizations mission. HR Audiences Board Development Programs Business Community Vendors Partners Donors Media / Public Volunteers Finance 10. Real Life: Functional + Data Silos Project X Site Capital Campaign Site Extranet Collaboration Site Custom CaseManagement System Partner Site Knowledge Management Portal Blog Program Database Regulatory Compliance Repository Main Web Presence Team ABC Site Donor Mgmt System Weekly Issue Tracking Meeting Customer Service Site Employee Self Service Portal 11. 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

12. SEEP 13. 14. 15. Case Study

Situation

For years,Habitatspent 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 Habitats 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.

16. 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 viaIdealware Blog

17. 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

18. 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)

19. 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) 20. 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.

21. 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

Dont neglect training & user adoption

Find a safe place to play

Consider organizational culture & policies; new software wont change these

22. 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.

23. 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

24. Coming Soon... 25. Questions? Submit your questions using the chat box. 26. Request a Microsoft Donation 27. Continue the Discussion

Ask follow-up questions in theSoftware Forum:

• tinyurl.com/m7jl4g

28. Get the Most Out of TechSoup

At TechSoup, youll find a range of technology services to help your nonprofit:

• Read helpful articlesin our Learning Center

• Request donated software , hardware, and online services

• Join our community forumsto learn from your colleagues

• Browse upcoming eventsand conferences

29. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos forTechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html 30. Thank you!Please complete the post eventsurvey. For more information contact: Kami Griffiths [email_address]