Upload
cdh-technology-consultants
View
6.079
Download
0
Embed Size (px)
DESCRIPTION
Are you new to SharePoint and don’t know where to start? Perhaps you’re using SharePoint, but only for storing documents and making announcements? Have you connected to your back-end systems? Is it time to deploy workflow and electronic forms? When’s the right time? A well-planned SharePoint roadmap defines the business goals, timeline, strategy and vision for your collaboration initiative. It makes sure your project gets funded. It will ensure you’re investing in the right areas with a framework for success. View the presentation, delivered at the SharePoint TechKNOWLEDGEy 2010 event in Detroit. And for more information on this or other SharePoint topics, visit www.cdh.com or our blog at www.cdhtalkstech.com.
Citation preview
Creating Your Company's Roadmap to SharePoint Success
November 2010
Quick Facts
About Us• 20th Year• Grand Rapids &
Royal Oak• 25 Staff
Approach• Vendor Agnostic• Non-reseller• Professional
Services Only
Partnerships• Microsoft Gold
• Central Region Client Experience Award Winner
• VMware Enterprise• Cisco Premier• Novell Platinum• Citrix Silver
Infrastructure
Access & Identity Management
Expertise
Project Management
Collaboration
Roadmap to SharePoint Success Agenda
• What is a SharePoint roadmap?• Benefits of going through the
effort• How C/D/H works through the
process• Re-work the process with 2010
features• Case studies
SharePoint Roadmap
• Statement of business priorities and initiatives
• Definition of SharePoint and related projects to implement the initiatives
• An architectural plan for implementation over 36 months
Roadmap Approach
• See, Think, Draw – standard strategic planning method
• See:– Understand the current state, some amount of
discovery– People– Successes and Failures
Roadmap Approach - Think
• Think:– Meetings with Stakeholders– Corporate vision - understanding and
prioritizing business goals– Project definitions
• Business process improvement => BI• Productivity => forms and workflow and/or Search
and/or line of business integration• Information management => document lifecycle• Knowledge management => search; surfacing; social
knowledge sharing
Roadmap approach - Draw
• Draw:– Gap analysis
• Governance• Project Details• Training/People• High level architecture - Hardware and software
– Projects to project portfolio• Research features, scope, uncover dependencies
Roadmap Outputs
• Roadmap scheduling, based on dependencies, priority
• Hardware and software costs• Narrative of decisions, training,
staffing, governance
2010 Deployment
2010 POC
1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12Platform
Peop
lePu
blish
Process
Apps
Client
SearchTaxonomy FAST Search
Archive
New Site Design
WSS Site Migrations
Document Management
Exchange POC
OCS POC
People Search Social Networking
Social Analytics
New My Site
Multi‐language
Site Analytics
Intranet Design / DeliverIntranet Requirements
Corporate News
Validation
Enterprise Forms Define / Design / Deploy
Workflow Selection BI / Reporting / OBIEE Integration
App Testing
Documentum Search
Forms Dev. Standards
MS Access POC
Project Server
Migrate MS Access Apps
Legacy App Strategy
Windows 7 POC and DeploymentNotes 8.51 & Mainsoft
Office 2010
SP 2010 Offline POC Outlook 2010 POC
CalendarMobile
SharePoint Backup
Video Streaming
Build 2010 Farm
3rd Party Web Parts
Identify & Plan Applications:
IE 7
Benefits
• Aligns your SharePoint solution to the business needs and strategy
• Helps define governance • Leverages input from your company’s
users• Defines what technology is needed (and
when) • For use as a future yardstick of success
Benefits
• MS has made it easy to publish and share information, but there is a lot of on purpose work that has to happen to make a SharePoint implementation a productive business tool.
• If left alone, organizations end up with point solutions and with collaboration sites, focused around information silos.
• After 3 years, we finally have a stable platform and remarkable growth. Businesses are progressing toward their agreed upon strategy.
What if I Don’t?
• Some really good things can happen- or -
• Hospital policies and procedures (roadmap)
• Public school public site (architecture)
• Public school time and attendance (governance)
SharePoint 2007 Solutions
• Collaboration – Allow teams to work together and share information
• Portal – Personalize the user experience, providing individuality, security, and social networking
• Enterprise Search – Locating content distributed across a wide range of sources
SharePoint 2007 Solutions
• Content Management – Document management, records management, and Web content management
• Business Forms and Integration – Forms and business process workflows
• Business Intelligence – Business critical information, including server-based Excel spreadsheets, SQL Reporting and KPI tools, to assist in decision making process
2010 Decisions - People
• People search• Social tagging, ratings and notes• Micro-blogging (what’s happening),
blogging• Surfacing authored content• My Newsfeed, interests and colleagues• Organization browser• Recommended colleagues and interests
2010 Decisions - People
Social networking issues• Trust• Ownership• Productivity• Legalities
2010 Decisions - People
Social networking potentials• Shorter project cycle times• Fewer meetings• Lower travel expenses• The ability to close deals faster• Increasingly positive feedback from clients• Retention of Gen Y employees• Build it before it comes in the back door
2010 Decisions - Clients
• Office 2010– Outlook social connector – PowerPoint broadcasting– Visio workflow modeling, Visio save to
SharePoint– InfoPath integration with list dialogs– Word, PowerPoint, Excel co-authoring– Web Clients
• SharePoint Workspace client• Windows 7 search federation
2010 Decisions
• Enhanced search• BCS
– Line of business integration is much more reachable
– Full CRUD is huge• Development Enhancements
– Windows 7 development station– Visual Studio 2010, one click deployment– Sandboxed solutions– Developer dashboard
2010 Decisions
• ECM– In place records management
• Document life cycle, legal hold
– Managed metadata• Sharing across site collections, managed keywords,
managed terms, hierarchies
• BPOS
Detail Comparison• People and groups lists
• Calendars• Email Integration• Task Coordination• Surveys• Document Collaboration
• Issue Tracking• Templates
• Standard Site templates
• Improved Wikis and Blogs
• Real time presence and communication
• Tagging (Content and Expertise)
• Rating• Note Board• Tag Cloud• Activity Feed• Standard Meeting Site Templates
• SharePoint WorkSpace
• Hierarchical Organization Chart
• Improved My Sites
CommunitiesCommunities
• Search in a single site collection
• Business Data Search (via Indexing and federated query)
• FAST• Defining new custom content sources
• Crawling BDC Data• Relevance Features
• Did you mean?• Query Recommendation
• Configure crawled file type
• Authoritative pages
• Enterprise content sources
• Cross site‐collection search
• Admin and Management
• Indexing Controls• Phonetic Search• People search
SearchSearch
• Performance Point Services
• Business data web parts
• Business data actions
• Integrated business intelligence dashboards
• Key performance indicators (KPIs)
• Filter web parts• Integrated flexible spreadsheet publishing
• Share manage and control spreadsheets
• Web based business intelligence using excel services
• Data connection libraries
• Report center• Visio Integration• Web Analytics• Improved Usage Analytics
InsightsInsights CompositesComposites
• BCS (read/write)• Custom Installed InfoPath form templates
• External Lists
• Forms libraries• Custom non‐code workflows
• Centralized forms management and control
• Design once development model
• Form import wizard• Integrated deployment model for no‐code forms
• Compatibility Checker
• Improved Forms Technology
• Improved Workflows• Business Document Workflow Support
• Partial trusted workflow actions
• Access Services• Improved SharePoint Designer
• Sandbox Solutions
• RSS Content Syndication
• Privacy and security• Audience Targeting • Site and document aggregation
• Site Manager• Mobile Device Support
• SharePoint sites and Documents Roll up web parts
• Integration with SharePoint designer (except site backup and restore
SitesSites
• Portal Site Templates• Site Directory• Colleagues and membership web parts
• User Profiles import• Extranet Access• Anonymous Access• Multi‐lingual user interface
• New UX• Cross Browser Support (Safari, IE, FF)
• Office 2010 Client integration
• Vanity domains for non‐SSL sites only
• Tenant admin across site collections
• Better control of FQDNs
• Managed path site collections
Service SpecificService Specific
OtherOther
• Multiple Site Collections per customer
• Manage Site Collection Features and quota
• Off‐boarding of customer data
• Project Online• Access Services
• Configure blocked file type
• Self service site creation
• Custom Managed Paths
• Roll up usage Analytics
*Capacity increase: 10 GB for each subscribingcompany plus 500MB per user (USL).
• Document Information Panel
• Document Action Bar• Retention and Auditing policies
• Navigation controls• Content publishing• Page Layouts
• Improved Content authoring
• Slide Libraries• Document Management Site Templates
• Standard Enterprise and Publishing Site templates
• Policies, auditing and compliance
• Improved Records Repository
• Legal holds• Metadata and taxonomy
• Content Organizer• Metadata driven Navigation
• Document IDs • Document Sets• Office Web Apps
ContentContent
• Integration with Microsoft information rights management (IRM)
• Site variations• Content staging and deployment
• Configure Information Management
On‐premises only• Online today• SharePoint 2010 feature coming to SharePoint Online
CommunitiesCommunitiesSitesSites ContentContent SearchSearch InsightsInsightsCommunitiesCommunitiesSitesSites ContentContent
Case Study I
• Oil Company– See: Basic SharePoint 2007 portal
• Departmental file storage• Some company-wide documents• Automated and manual reporting of all business metrics
– Think (Goals):• Improve decision making• Share more information, more quickly• Launch an investors portal
Case Study I
Draw:• Continue to use internal portal• Create 2010 portal: Entry
screens, SSRS, minimal Excel reports remain
• E-mail enabled document publishing
• Mobile• Existing site migrations• Social• Client
Case Study II
• International manufacturing– See: 2007 WSS sites, completely unmanaged, large
numbers of 2007 MOSS sites. Consolidation in flight. – Think: Have four strategic management pillars,
including business excellence.• Knowledge Management
– Content Management (2010)» Search, Fast
• Taxonomy– Employee Knowledge Management – social knowledge (2010)
• Workflow• Surface, improve Business Intelligence
2010 Deployment
2010 POC
1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12Platform
Peop
lePu
blish
Process
Apps
Client
SearchTaxonomy FAST Search
Archive
New Site Design
WSS Site Migrations
Document Management
Exchange POC
OCS POC
People Search Social Networking
Social Analytics
New My Site
Multi‐language
Site Analytics
Intranet Design / DeliverIntranet Requirements
Corporate News
Validation
Enterprise Forms Define / Design / Deploy
Workflow Selection BI / Reporting / OBIEE Integration
App Testing
Documentum Search
Forms Dev. Standards
MS Access POC
Project Server
Migrate MS Access Apps
Legacy App Strategy
Windows 7 POC and DeploymentNotes 8.51 & Mainsoft
Office 2010
SP 2010 Offline POC Outlook 2010 POC
CalendarMobile
SharePoint Backup
Video Streaming
Build 2010 Farm
3rd Party Web Parts
Identify & Plan Applications:
IE 7
Next Steps for Success
• Turn 2010 adoption into an opportunity to (re)architect
• Pause and do it more on-purpose– Engage the business on goals– Develop a project list, aligned with goals– Develop a project timeline– Measure your success
Royal Oak306 S. Washington Ave.Suite 212Royal Oak, MI 48067p: (248) 546-1800
Thank You
Grand Rapids15 Ionia SWSuite 270Grand Rapids, MI 49503p: (616) 776-1600
(c) C/D/H 2007. All rights reservedwww.cdh.com