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Summit 2015
presents
Who is Concurrency?Founded in 1989, we are a consulting organization focused on the Microsoft platform.
We’ve built our reputation on excellent service, trust, and the ability to creatively apply technology to business needs.
Microsoft Partner of the Year• 2014 Management & Virtualization
Finalist• 2012 Midwest• 2012 Central Regional• 2012 Content Management Global• 2011 Midwest• 2010 Marketing
Microsoft Gold Certification• Collaboration & Content• Communications• Management & Virtualization• Dynamics CRM
– 2014 – Fastest Growing Company in
MilwaukeeMilwaukee Business Journal
Business Productivity Infrastructure
Azure & O365
Exchange & Lync +
Voice
Private & Public Cloud
Windows Server & Virtual
Identity, AD,
DirectAccess
System Center
2012 ITSM / ITIL
Migrations &
Integrations
Desktop Imaging &
Win upgrade
Portals, Intranets, Business Critical, Doc Imaging,
Workflow…
Sales, Marketing, Dashboards, Account
Management, Etc.
Business Apps
Application Development
Messaging, Conference, Video, Voice
Office
Wisconsin Illinois Minnesota Indiana
Real Microsoft expertise. Real business value.
Our Expertise
Speakers
Peter HurthManaging [email protected] Twitter: @ConcurrencyPete
Matt EngibousSolution Lead, SharePoint [email protected] Twitter: @MattEngibous
Drew MadelungSenior SharePoint ECM [email protected] Twitter: @DMadelung
Arthur SavageSolutions [email protected] Twitter: @arthurmsavage
Damon SanchezUser Experience [email protected] Twitter: @darkriderdesign
Hozafa MotiwalaSharePoint ECM [email protected] Twitter: @HozafaM
Annur SumarRegional Solutions [email protected]
9:15 - 9:30 | ConcurrencyProductivity and Collaboration moving forward, strategy and business challenges.
9:30 - 9:50 | ConcurrencyWhat you need to know about SharePoint 2016
9:50 - 10:20 | ConcurrencyOffice 365 and Next-Gen portals
10:30 - 10:50 | PSIGENEnterprise content management using scan & capture
10:50 - 11:15 | AvePointIncreasing engagement through business relevant applications
11:15 - 11:35 | ConcurrencyUser experience, mobility and analytics
Agenda
Summit 2015
11:35 - 11:55 | ConcurrencySharePoint Roadmap. How do we get started?
10:20 - 10:30
Break
Business ChallengesHow do you
manage content? Do you know where
it is being stored and is it secured?
Can employees find the content they need in an
efficient manner?
Do you have processes that are time consuming
and paper driven?
Does your solution have value and
drive user adoption?
Do you have a long term vision for your content or are snap
decisions being made?
How do you control the flow of
technology to users?
Collaboration is evolving…
Collaboration has evolved
INFORMATION MOVES SLOWLY COMMAND AND
CONTROL
T R A D I T I O N A L
H I E R A R C H I E S
INFORMATION TRAVELS FAST LEARN AND ADAPT
R E S P O N S I V E N E T W O R K S
FIXED WORKFORCES SILOED TEAMS
T R A D I T I O N A L
H I E R A R C H I E S
R E S P O N S I V E N E T W O R K S
LEVERAGE THE ON-DEMAND GLOBAL TALENT POOL
2001
Core & Basic Collaboration
2006
Content Management
2010
External data sourcesFederated Collaboration
2012
Enterprise socialMobile, BYOD
2015+
Modern productivityCloud computing
Mobile & Hybrid Connected Experiences
Enterprise SocialContent
ManagementCore
Collaboration
Evolution of Enterprise Business Needs in Productivity
Office 365
SharePoint 2016(Evolution of Hybrid)
SharePoint 2013(Hybrid V1; OneDrive)
SharePoint 2010SharePoint 2007Portal Server 2001
“At the Ignite conference…I saw a lot of comments that said… I didn’t hear a lot about SharePoint…Today I’m here to say… “SharePoint, SharePoint, SharePoint SharePointSharePoint, SharePoint! We are absolutely committed….
Julia White, general manager for the Office Product Management team at Microsoft
WPC 2015
12
SharePoint Server 2016
Modernize your on-premises infrastructure improving speed, scale, and user experiences. SharePoint Server 2016 brings cloud innovation to your datacenter so you can get the best of both worlds – speed and productivity for your users with flexibility and control for IT.
New user experiences enable users to quickly and productively consume new apps and experiences across devices and screens.
Improved User Experiences
Based on our learning from Office 365, SharePoint 2016 delivers a reliable software-defined infrastructure foundation that’s proven at scale with best in class hybrid experiences.
Cloud-Inspired Infrastructure
Integrated data-loss prevention and protection and with built-in and cloud connected compliance, security, and threat protection for both administrators and end users.
People-Centric Compliance
SharePoint Server 2016 Vision & Value
Converged code baseCloud-down codebase based on SharePoint OnlineBackported capabilities for on-premises differentiators
DevMainSPORel
O15
GUx GUy
Convergence…
Key Technical Updates
• SharePoint 2013 to 2016 Upgrade – Database attach. 2010 must be upgraded to 2013.
• Default Authentication – Windows identity over SAML claims.
• User Profile Service – FIM has been removed, default one way AD sync.
• Zero downtime patching
• True hybrid Search, true story!
Single Server
Farm Server
MEM PROC DISK
16-24 X641x4 80 GB
12-16 X641x4 80 GB
Hardware & SQL Requirements
64-bit edition of SQL Server 2014Service Pack 1
64-bit edition of SQL Server 201x
Database Server
Roles & Services
[…..] Distributed Cache and Request ManagementDistributed Cache, Request Management, SharePoint Foundation Web Application
[…..] Web ServersAccess Services, Business Data Connectivity, Central Administration, Managed Metadata, SharePoint Foundation Web Application, Secure Store Service, State, Subscription Settings, User Code, User Profile, Visio Graphics
[…..] Batch ProcessingCrawl Target, Machine Translation, SharePoint Foundation Web Application, PowerPoint Conversion,User Profile Synchronization, Word Automation, Work Management, Workflow Timer Service
[…..] Specialized WorkloadsExcel Calculation, PerformancePoint, Project, Search, SharePoint Foundation Web Application
User services
Robot services
Caching services
MinRole
SharePoint logic consolidated into one single machine reducing the number of discrete roles
timer jobs search
caching
provisioning
sync client onenote pagerendering
user profile
excelservices
sandboxcode
project subscriptionsettings
20132016
Boundaries and limits
Increased List Threshold >5000
List Threshold
Content database sizing into TB’s
Content Database Size
MaxFile Size increases to 10GB and removed character restrictions
MaxFile Size
100,000 site collections per content database
Site Collections per Content Database
2x increase in Search scale to 500 million items
Indexed Items
Q2 CY 2016Q1 CY 2016Q4 CY 2015
SharePoint2016ReleaseTimeline
SharePoint 2016 Preview(August)
SharePoint Server 2016 Release Candidate
RTM
ALL RIGHTS RESERVED © 2014
SharePoint Deployment Scenarios
On-Premises
Cloud Hybrid
Integration Points
Operational Support
Infrastr
ucture
Disaste
r
Recovery
Governance
Development
& Customizations
ComplianceSecurity
“Over the next several years, the primary driver for cloud adoption will shift from economics to innovation as leading-edge companies invest in cloud services as the foundation for new competitive offerings.” Frank Gens, Senior Vice President
and Chief Analyst at IDC
http://www.eweek.com/small-business/public-it-cloud-services-spending-to-reach-108-billion-by-2017-idc.html
Worldwide spending on public IT cloud
services will grow from $47.4 billion in
2013 to more than $107 billion in
2017
According to Seth Patton, Sr. Director of Product Management for the SharePoint team:
“80 percent of Fortune 500 companies still use SharePoint on-premises, with 38 percent of the entire SharePoint client base using the online version through Office 365”
CMSWire, http://bit.ly/1EQ3AAM 5/4/2015
2013Migrate at their own pace to the cloud with little or no disruption to existing service
Pilot Online Service with a subset of users
2016 ->Continue to maintain hybrid model providing services on-premises or online based on the organization needs
Continue to use existing customizations on-premises
Subscribe to cloud innovation, on demand, on your terms
Taking Hybrid Forward…
24
Location / facilities
Need space and maintenance planning
Most likely provided
Software licenses and
support
Licensing costs, but also upgrades and ongoing support
Included in vendor-hosted solutions
Hardware and maintenance
Need to purchase, support and maintain, and upgrade as platform matures
Included in vendor-hosted solutions
Onsite support, personnel skills
Administrative, developer, and end user skills and training
Still requires administrative and possibly dev skills, end user training
On Premises Cloud Hybrid
Need space and maintenance planning
Licensing costs, but also upgrades and ongoing support
Need to purchase, support and maintain, and upgrade as platform matures
Administrative, developer, and end user skills and training
Level of customization Full control
Limited to none in SaaS, some control over PaaS, full control over IaaS
Limited ability to integrate depending on SaaS, PaaS, or IaaS
Governance, auditing, security,
compliance
Many limitations OTB, but very robust tools from partners
Limited
Very complex across on prem and cloud components, very manual
Disaster Recovery and
Business Continuity
Needs to be planned, limited features OTB
Defined in SLAs
Upgrades and migration
Some OTB capabilities, 3rd party for tighter control and predictability
Microsoft recommends 3rd party tools
On Premises Cloud Hybrid
Very complex across on prem and cloud components, very manual
Some OTB capabilities, 3rd party for tighter control and predictability
Connected…
Hybrid OneDrive
Hybrid Extranet
Hybrid Team Sites
Cloud-driven Hybrid Picker
Transparent hybrid experiences
Hybrid Future… Top Pillars
Existing (already available)
• Hybrid OneDrive
• Hybrid Search
• Hybrid Apps (CAM)
• Hybrid Identity
What’s New
• Hybrid OneDrive –
Improved*
• SP 2010 Hybrid OneDrive*
• Hybrid Extranet
• Hybrid Team Sites – 2013
• Cloud-driven Hybrid Picker
• Profile & custom attributes
• Hybrid Delve V1
Upcoming (to the future)
• Hybrid Team Sites -
2016
• Hybrid Taxonomy story
• Hybrid DLP
• Hybrid eDiscovery
• Hybrid Apps -
Improved
2016+May-H2 2015
2013-2014
Existing vs What’s New vs Upcoming
Moving forward with collaboration in Office 365
Office 365 Groups
Office Graph
OneDrive for BusinesscSummit 2015
Next-Gen Portals
Office 365 Groups
Office 365 Groups
Brings together people, information, and apps across Office 365, to enable better communication and collaboration.
SELF-SERVICE
PUBLIC BY DEFAULT
SHARING TO NON-MEMBERS
CONTEXT & HISTORY
SINGLE DEFINITION
SIMPLE TO MANAGE
Office 365 Groups
Azure Active Directory
Apps
Sky
pe
…O
utl
ook
OneD
rive
Cale
ndar
OneN
ote
Yam
mer
Dynam
ics
CR
M
Delv
e
Office 365 Groups
Groups building blocks
Other things to know about Office 365 Groups
Limited management
No compliance features
No retention policies
Support for up to 10 GB files
No migration support
Cannot recover deleted groups
But it will continue to get
better!
Office Graph
Today at work we use many different tools…
MAIL FILES
CALENDAR Yammer SKYPE
ONENOTE
…
Why is the Office Graph Important to Me
User Files ConversationsPeople &
Groups
Events
COLLEAGUES
MESSAGES
EVENTS
FILES
EMAILS
Office Graph Machine Learningo Content Schema
o People – number 1 pivot for all experiences.
o Documents and sites
o Email, SharePoint, OneDrive for Business and Yammer
o Social – gestures, comments, likes
o Signals
o Connect to APIs
Viewed by me
Presented to me
Shared with me
Public Groups
Manager
Direct report
Public and Private Signals Always Respect Permissions
Connection Silos
Stop searching…
Start finding…
75% of respondents would not disagree that information is easier to find outside of the organization than within.
65% agree that employees struggle to access internal information from mobile devices.
AIIM search and discovery study 2014
Today
For 71% of the organizations polled, search is vital
or essential, yet only 18% have cross-repository search capabilities.
58% show little or no sign of search maturity.
The Office Grapho It’s all about me
o Presented to me
o Liked by me
o Viewed by me
o Trending around me
o Shared with _ _
o Discover content across sources
o Discover new connections
Unified API and Office Graph
USERS FILES MAIL CALENDAR TASKSGROUPS
All of O365AuthenticationFederation
graph.microsoft.com
Insights and relationships from Office Graph
Your App
Next-Gen Portals
NextGen Portals: Meet the Family (so far…)
Video
Office 365 Video
Delve
Delve “People Experiences”
“InfoPedia”
Codename “InfoPedia”
Custom
Intelligent
Social
Mobile
Ready-to-go
ENHANCED BY KEY OFFICE 365 CAPABILITIES
Your Portal
Office Graph YammerOneDrive for Business
Skype for Business Mail SharePoint Content
Management
Office Add-Ins
Azure Media & other Azure
PaaS Services
Compliance Center
NextGen Portals: Why? Common QuestionsOffice 365
VideoDelve “People Experiences”
Custom
1. How do I modernize my intranet for a BYOD workforce?
2. How does the cloud benefit my intranet?
3. Social feeds, search-driven, manual content editing … are all critical.
Do I have to choose, or can I leverage all?
4. How does the intranet hook into the rest of my productivity experiences?
5. How do I use more, build less?
NextGen Portals: Why? Common ScenariosOffice 365
VideoDelve “People Experiences”
Codename “InfoPedia”
Custom
HUB (DIRECTORY,
NEWS, SEARCH)
PEOPLE AND EXPERTISE FINDING
KNOWLEDGE MANAGEMENT
VIDEO PORTAL
EMPLOYEE RESOURCES/TAS
KS
DEPARTMENTAL PORTALS
Office 365 Video powered by Azure Media Services
easily consume videomodern, mobile, “everything in one place” video destination
share ideas broadlyrich, discoverable social video across devices
secure & easy to managescalable, encrypted, cross-geo video streaming service
simple | fast | mobile | secure
Training Community
Corporate Messages
Help & How To
Office 365 Video Key Uses
Delve People Experiences
powered by activityintelligent insights honed as you use Office 365
mission criticalconnected to your everyday business processes, apps, and devices
work out loudconnect, recognize, and learn about colleagues
who knows what | who does what
Office 365 SharePoint Searcho Traditional Bing-like
searcho Go find what you are
looking for…
o Manual
o Search multiple content sources
o Takes work to tune search
o Search (FAST) is still powerful
Next-generation search
Proactively surface content to users
Content finds me
New search UI/UX
Search faster
More informed
Delve
Knowledge Management: Codename “InfoPedia”
the definitive sourceboards, Microsites, and SharePoint sites - all organized the way your business runs
personalizedthe Office Graph provides the info you need for the task at hand
hear from everyonesimple, expressive tools with built in analytics to empower the entire company
organize | explain | connect
OneDrive for Business
OneDrive for Business Primer• THE file, sync, share foundation for
O365• Built for informal collaboration• 1 TB storage (moving to unlimited)• PC/Mac, tablet, and phone• Deep Office integration• Enterprise IT, security, control &
compliance• NOT the same as OneDrive
(consumer)
click icon to insert pic
When should OneDrive for Business be used As a replacement for users’ personal file
shares As a replacement for users’ local file
storage (My Documents, etc…) Informal collaboration on loosely
managed content (as defined in your governance plan… you do have a governance plan, right?)
click icon to insert pic
When should OneDrive for Business NOT be used As a team collaboration site for strictly
managed business content (governance plan?)
As storage for content other users need to do their jobs
As a “backup” for content stored elsewhere in SharePoint
OneDrive for Business Primer• THE file, sync, share foundation
for O365• Built for informal collaboration• 1 TB storage (moving to unlimited)• PC/Mac, tablet, and phone• Deep Office integration• Enterprise IT, security, control &
compliance• NOT the same as OneDrive
(consumer)Yeah, about that sync client…
OneDrive for Business Sync Client
It’s Not Just You
There will be a
new OneDrive
for Business
sync client this
year!
Based on the proven OneDrive codebase
No more 20k file limit
Selective sync, eliminates double-caching
Support for up to 10 GB files
Block personal & unmanaged sync
Single unified sync client
Longer paths & special character support
Demo
Demo
User Experiencemobility and analytics
So… What is UX?
Easy to Use1
Fits Expectations2
Meets Business Goals3
What is User Experience?“it’s the science around making interfaces”
Emotional Response 4
OK… But how does that relate to
everything that has been talked about at the Summit so far?
“User Experience
continues to move to
the forefront of what
differentiates products
and the organizations
that produce them.”
Scott Plewes, Macadamian
There is a strategic Business Advantage for any company that promotes a User Centric environment.
UserCentricity
Is Key
Let’s do the numbers…
success.office.com/scenarios
“Mobile Users are 5X
more likely to abandon
a task if
A site is not
optimized for mobile.
1 ”
“79% of Mobile users will
search for another site that
is mobile optimized to
complete the task. 1 ”
Let’s do the numbers…
“52% of users said
that a bad user
experience made
them less likely to
engage with a
company. 2”
“by 2020 customer
experience will over take
price and product as the
key differentiator. 9”
Yes!Is UX
Worth it?
Getting Started With UX EssentialsIn most cases companies are doing some of these things already, but it is the process put in order that
creates a Successful UX Strategy.
DISCOVERY
It is this phase that a lot of the business goals and challenges come into play. Historical Metrics are reviewed and User Interviews are conducted.
UI WIRE FRAMES
Produce a list of task and features that correspond to specific UI elements. Low to Mid-level Wire Frames are then created
UX EXPERIENCE DESIGN
Based on the ground work in previous phases, the Experience, Feelings Design and Brand are taken into account, and used to create effective UX
Discovery = Asking Core Questions + Historical MetricsAsking questions is really at the heart of the UI discovery phase. With the goal being to find out
more about the Primary and Secondary Users, their goals and there needs. The Business Objectives also play a role in steering outcomes.
Were you able to find what you were looking for?1
How long did it take you to accomplish your task or tasks and was this longer than expected?
2
If you could make the tool better what would you do?3
Would you recommend the tool to someone else?4
Discovery = Asking Core Questions + Historical MetricsThere are is an ocean of Analytic and Metric visualization tools out there.
Choosing the right one depends on the project.
Wire Frames - Distilling User Centric Goals Once the user tasks, goals and business objectives have been decided upon you can then go about
making an accurate assessment of what UI elements are essential for accomplishing effective usability
success.office.com/scenarios
Distilling User Centric Goals & Working Within SharePoint's Modern UI
UX is about making emotional connections. To do that you have to ask some Core UX Questions
What is the average age of the people you think would use this online application?
1
Will you be using a mobile device to access this application?
2
What type of online applications do you use?3
What online applications do you like?4
The goal with these questions is to help distill what type of visual language could be used to connect with users on an emotional level
UX is about making emotional connections. To do that you have to ask some Core UX Questions
The goal with these questions is to help distill what type of visual language could be used to connect with users on an emotional level
Does this online application have a direct competitor? If so, who is it?
5
What brands do you admire?6
If the interface did one thing that would make you happy, what would it do?
7
What would make you recommend this online application?
8
User Experience is about making emotional connectionsVisual language helps in creating a mood and a presence that works in the background.
UX - The Doorway to BrandingOnce you have established the trust of usability, user fulfillment and have invoked a positive emotion you opened the door to talk about your brand
success.office.com/scenarios
Thanks
User Experiencemobility and
analytics
81
Road MappingFrom Here to There…
Establish a Roadmap!
Everything we talked about sounds good but how do I get there?
ALL RIGHTS RESERVED © 2014
Products
Services
Contacts
CUSTOMERS
Projects
Processes
Reports
PARTNERS
What can I do with SharePoint?
share
COLLEAGUES
Documents
Tasks
Status
News
Knowledge
Insights
ALL RIGHTS RESERVED © 2014
All new features
designed for the cloud
PowerShell
Cloud app
model
PowerPivot and Power View
Project Online
BCS improved (direct to
SQL Azure)
Translation
services
SharePoint has grown up
OData
Workflows
MDS
eDiscovery
OneDrive
Records
Center
Site mailbox
deep linkNew
design
refiners
Mobile apps
Hybrid search
Quick Previe
w
Quick Edit
Dev site
Guest
links
Work towards specific goalsReducing Cost Assess and identify opportunities to reduce cost through technology and process, especially where cost can be realized on an ongoing basis.
Mitigating Risks Identify technology areas that present risks to the business and leverage a proactive approach instead of a reactive approach.
Enhancing Productivity Identify gaps to help eliminate inefficiencies to improve user experience and productivity.
Improving Processes Identify key areas of improvement around unhealthy and retired processes.
Increasing Customer Satisfaction Work with IT to identify opportunities to improve overall customer satisfaction.
Providing Visibility Improve visibility to work processes, costs, and usage statistics.
ALL RIGHTS RESERVED © 2015
Understand existing
issues, future goals
and opportunities for
your current
collaboration
solutions.
• Better understand the current content and information management solutions
• Better understand experience with design and best practices relating to Information Architecture, Taxonomy, Governance, Technical Architecture, UI and UX
• Draft a roadmap and design outlining effort in current and future phases
• Create a roadmap of proposed phases, including key functionality and proposed timing
How do you approach a Roadmap?
ALL RIGHTS RESERVED © 2015
What really does this do?
Business Need
SharePoint (On-Premises, O365 and Hybrid)
Conduct initial interviews to discover business needs and align them with the solutions available, specifically around collaboration and content management.
ALL RIGHTS RESERVED © 2015
We need to avoid this…
ALL RIGHTS RESERVED © 2015
How do you manage content?
Do you know where it is being stored
and is it secured?
Can employees find the content they need in an
efficient manner?
Do you have processes that are time consuming
and paper driven?
Does your solution have value and
drive user adoption?
Do you have a long term vision for your content or are snap
decisions being made?
How do you control the flow of
technology to users?
Business Challenges
ALL RIGHTS RESERVED © 2015
What we recommend
The size and scope of any SharePoint project calls for a phased, iterative approach. Identify phases, assigning specific tasks and deliverables for each phase.
Phase assignment has to do with feature prioritization as well as with sequential necessity.
Learn, Design and Plan Phase includes further content analysis, taxonomy refinement, further requirements gathering, Governance activities, development work, build and test the logical architecture, build out of the site structure and features.
Pilot and Feedback Phase to small group of individuals and further refinement of the solution.
Implement Phase includes content creation and disposition, build out of departmental sites, training & adoption and governance strategies.
Go Live & Support Phase will launch the new collaboration portal and continue with ongoing content analysis and disposition, and development work associated new business process optimizations as defined.
Roadmapping
ALL RIGHTS RESERVED © 2015
During workshop sessions held, we identified a number of issues and challenges that users encounter on an almost daily basis. These include:
Content is commonly managed in File Shares and PC’sRetention and disposition policies are not in place which leads to outdated content and legal riskInformation and content is difficult to find with no unified search experienceNo single source of content for workers or corporate communicationsManaging security and knowing who has access to what content is difficult or not possiblePaper documentation is commonly used and maintainedThere are information silos in the business that lead to a lack of collaborationChallenges in creating a common culture and standard communications across the various teamsThe existing network drives store information in an unstructured and unsearchable fashion.
Example of Roadmap
findings
ALL RIGHTS RESERVED © 2015
N
6
January February March April
Taxonomy
Project Management
Site Iterations
Tasks
Analys is/ Design
Build
Legend
Pilot Phase Go-Live Support Phase
Implement Phase
Learn Phase
Implement Changes
Deploy
Design/Plan Phase
Content Analysis
Information Arch
Technical Arch
Departments and Service Content Structure
Discovery/Roadmap
U I/U X Design
G overnance
Social Evaluation and MySites
G ather Feedback
Requirements
G overnance
Content Creation, Migration and Dis position
Training and Early Adopter
PilotBuild Pilot Solutions
Build Platform
Example Roadmap
Questions?
Summit 2015
Next steps - survey
95
Thank you
