Everything You Need To Know About SharePoint's Social Capabilities - Document Strategy Forum

April 29th to May 1st � Greenwich, CT

SOCIAL BUSINESS & SHAREPOINT CONFERENCE

EVERYTHING YOU NEED TO KNOW ABOUT SHAREPOINT'S SOCIAL CAPABILITIES

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#SPSocial @RHarbridge2

Partner Technology Advisor

With Microsoft

Microsoft SharePoint Certifications

9

4750+ Personal Connections On LinkedIn

# Of Wins

850+In League Of Legends

Presented At

85+Events In The Past 3 Years

Presented

140+Sessions Or Workshops In The Past 3 Years

Former Microsoft Virtual Technology Solution Professional (V-TSP)

My Name Is Richard Harbridge…

http://www.packtpub.com/microsoft-sharepoint-for-business-executives-guide/book


Connecting Value To SharePoint Social Features

What is the Value?

Lowers the costof sharing and organizing

Surfaces knowledge and networks

Increases employeeengagement

The Big Reasons?

Connecting The Dots

EXPERTISE MERGERS ON-BOARDING

JOINT VENTURES VIRTUAL TEAMS MAJOR RE-ORGS

FRANCHISING OUTSOURCE ACTIVITY NEW MARKETS

• Lowers Cost Of Sharing & Organizing Information

• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation

Business Impact?

What does that mean?• Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To

Find Content

Content was KingNow…

Context is King

Communities

Search

Sites

Composites

ContentInsights

Not Just Communities… Leveraged Everywhere

What about the wheel?

#SPSocial @RHarbridge

Social Feedback Leads To Better Procedures?

Why Leveraging SharePoint Blog Features for News is a Great Idea

https://www.nothingbutsharepoint.com/sites/eusp/Pages/Why-Leveraging-SharePoint-Blog-Features-for-Intranet-News-is-a-Great-Idea.aspx


Social SharePoint Options

When are people going beyond SharePoint for Social Functionality?

Extending

Complimenting

Supplementing

Replacing

Ignoring/Locking Down

How To Lock Down SharePoint’s Social Features

http://www.rharbridge.com/?p=595

http://www.rharbridge.com/?p=633


Wikis, Blogs and Discussions Demonstration


SharePoint 2010 Wiki CapabilitiesSharePoint Server: Enterprise Wiki Site Template – built on SharePoint Publishing infrastructure

SharePoint Foundation: Team Sites with Web Edit

Easy page editing

Wiki-linking with auto-complete

Cross-browser Rich Text Editor

Page Templates (Content Types & Page

Layouts)

Ratings(Web Analytics)

Scalable (Output Caching)

Customizable (Master Pages & CSS)

Categories (Managed Metadata)

Social Tags & Notes(Social Store)




Blogs in 2010…• The gist of it: • Blog posts auto listed in activity feed.• Consistent and improved rich text editor.• Live preview and ability to launch blog program

from ribbon.• Team blogs as well as individual blogs.• Personal blog can be linked to mysite.• Improved navigation OOTB for blog sites.• “About this blog” content area.• No HTML or silverlight/media

(AVAILABLE in 2013 w/ Nicer Design Options)






Personal Sites, Profiles, and Newsfeed

Demonstration


Storage Architecture in 2013

Content DBs (per-user)

User Profile Service

Profile DB (per-service)

People and tag following

User profile properties

Social DB (per-

service)

Social tags

Content DB(site collection per-user)

Feed postsSite and

document following

Personal storage space

(Site Feed posts are stored in the SP site)


Permissions


Tip: SharePoint Magnifies Issues

Active Directory Not Up To Date?


Tip: Plan User Profile PropertiesProperty Name Example: Region Name

Source Example: System XYZ

Editable By Users Example: Editable By Users

Privacy Example: Everyone

Required or Optional Example: Optional

User Profile Property Planning Worksheet


Property Tags and Knowledge MiningWhere are the tags?

•Outlook 2010 {Sent Items}•Sharepoint Server 2010

Control and Consent1. Auto find and publish to MySite to use {Least Conservative}2. Don’t Analyze Email {Most Conservative}

Office Resource Kit {http://blogs.technet.com/office_resource_kit/} 3. Analyze and upload (user consent at client)

Outlook ->Options ->Advanced

4. Consent on suggestions (user consent at server)

http://blogs.technet.com/office_resource_kit/

http://blogs.technet.com/office_resource_kit/


Social Newsfeed

Mentions Improve Targeted Visibility

If It’s Not System Generated It’s Probably Not Security Trimmed

(Can w/ Code)


Social Newsfeed

Features Available In Many Places

Simple/Easy To Understand Language


Privacy SettingsUsers can ALWAYS

override admin settings

Simplified: Share w/ «Only Me» or «Everyone»


How You Follow…

Find & Follow A Person

Follow Documents

Follow Embedded In Feed


How You Follow…

Sites Are Easily Followed

Interest Driven Automatic Follow

Referencing Tags Does Not Infer Follow


What Am I Following?


Welcome Message


Welcome Email Message


Tags, Notes and Ratings

Demonstration


Tags, Notes and Ratings• Social Tags, Notes and Ratings• Helps categorize, annotate, promote and help

retrieval of relevant links• Applies to any URL, inside or outside of

SharePoint with bookmarklet• Independent of write-permissions (go readers!)• Primary mechanism for promoting documents and

web pages to the newsfeed• At the very basic level it has 3 parts to it• Person, URI, Feedback

• SECURITY TRIMMING STILL IN EFFECT


Tags, Notes and Ratings• Tags:• Social Bookmarks (Such as I Like It)• Basically just Keywords tied to data…

• Tag Cloud• Depicts the most popular tags.

• Tag Profiles:• Tag Profiles show sites, docs, items, people that

have been tagged with a term.• Tag Profiles also show a list of community

members and any discussions or postings that appear on the communities note board.




Rating vs Liking

See Who Else Liked Something


People SearchDemonstration

43

Get Recommendations

Get suggestions on people to follow

Search For People

44

Refine your search based on

keywords

Discover experts based on their

interests or past projects


Better User Profiles = Better Search

• Encourage users to have photos and update profile information

• Turn on ‘knowledge mining’ and encourage users to publish suggested keywords

• Setup connection to Managed Metadata Service Application

• Add custom profile properties


CommunitiesDemonstration


Communities in 2013

All discussions roll-up

Members and reputations

Easy onboarding process


Title

Posts and replies

Description

Navigation

Community Categories


Community Postings

Rich Text Posts

Feature Posts


Community Conversations

Mark As The Best Reply


Community Owner Tools

Security Trimmed

Immediate Feedback


Reputation & Badges

Configurable Reward Levels


Reputation & BadgesGifted Badge

Support

Progress Information

Find What You’re Looking For

54

Discover answers and take action

Search based on conversations


Implementing An Effective SharePoint Social Strategy


8/19/2011Key User Profiles Are Populated

4/4/2011 6/1/2012

5/1/2011 6/1/2011 7/1/2011 8/1/2011 9/1/2011 10/1/2011 11/1/2011 12/1/2011 1/1/2012 2/1/2012 3/1/2012 4/1/2012 5/1/2012

7/1/2011 - 8/19/2011Governance Updates

7/23/2011Site Listing Created

8/10/2011Site Provisioning Process Finalized

8/19/2011Site Provisioning Globally Available

Site Listing Complete

8/19/2011 - 12/2/2011Team/Community Site Roll Out

8/5/2011 - 12/2/2011User Profile Roll Out

7/15/2011Social Strategy & Planning Complete

4/4/2011 - 7/15/2011Social Strategy Planning

12/5/2011 - 3/2/2012Implement IT Knowledge Base

8/29/2011 - 11/4/2011Pilot Leadership Blogs

7/22/2011 - 4/13/2012IS MySite Pilot

12/2/2011+30% Profile Completion

5/25/2012+50% Profile Completion

3/19/2012 - 4/13/2012Review & Implement Retention & Disposition Rules

11/4/2011MySite Branding Complete

8/29/2011Employee Policies Up to Date

1/13/2012Deploy Electronic Vacation Scheduling Organization Wide

2/17/2012Application & Business Leader Listing Available

Social Roll Out


Basic Profile Import

MySites Piloted

MySites Globally

Deployed

MySites Customized

Profiles Implemented

Custom Profile Fields

Profile

Fields Integrated With LOB Data

Users Can Edit

Profile Data With Write Back

To AD

Photos Updated

From Central Source

Profiles Presenta

tion Customiz

ed

Phase 1

Phase 2

Phase 3

Phase 4

My Sites & Profile Roll Out


Social Feature Roll Out

Phase 1

Less Than 50% Profiles Populated

Notes and Status Updates Infrequently Used

Community Sites Piloted

Wikis Piloted

Leadership Blogs Piloted

Discussion Boards Piloted

Tags & Notes Infrequent (Usage Low)

Ratings Piloted On Knowledge Base

Phase 2

Less Than 75% Profiles Populated

Notes & Status Updates Used Frequently By Early Adopters

Community Sites Globally Deployed

Wiki Sites Globally Deployed

Department Blogs Deployed

Discussion Boards Globally Deployed

Tags & Notes Adopted (Usage High)

Knowledge Base Initiating New Procedures/Policies

Phase 3

Close to 100% Profiles Populated

Notes & Status Updates Considered Cultural Norm

Communities Extended To External Participants

Wiki Spaces Extended To External Participants

Personal Blogs Deployed

Discussion Boards Leading To New Innovation Or Cost Savings

Tags & Notes (Expected)

Knowledge Base Podcasting & Media


Map To Business Objectives

Support Acquisitions

Provide Positive Work Culture

Highlight Exceptional People

Have Highly Effective Decision Making

Supporting Community

Customer Transparent Support

Leadership Personally Engaging w/ Customers

Internal Social Collaboration

User Profiles Personal MySites

Internal Social Networking

Communities Of Interest Communities Of Practice

External Social Authoring

Social CRM

Direct Relationship Indirect Relationship


Profile Sprawl Challenge?


No Anonymity In The Enterprise?


Keyword Sprawl Challenge?


Unique Cloud Challenges…If you have SharePoint 2013 On Prem and a Office 365 SharePoint Online Instance…

How do you plan the social user experience?

Example: Following an o365 document doesn’t add it to your onPrem social feed, it would add it to the o365 data… Difficult hybrid scenario.


Discipline and Processes


Samples of What to Measure– Number of completed user profiles– Number of connections per user– Cross posting of blogs, subscriptions to RSS and other feeds– Average number of participants with Wikis (also look at

distribution – Wikis with most participants vs. universe of wikis)

– Effective use on major projects– Reduction in e-mail (generally, on specific topics, corporate

noise)– Range of adoption (departments, topics)– Does a new policy or idea get adopted easier? – Search metrics: fewer similar queries=right information faster


Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: [email protected] Resources:

50+ User Adoption ActivitiesAdoption Activities 130+ SharePoint Standards SPStandards.com 35+ Governance Documents Governance Documents 80+ Downloadable Presentations SlideShare.com/RHarbridge

Thank YouOrganizers, Sponsors and You for Making this Possible.

http://www.twitter.com/rharbridge

http://www.rharbridge.com/

mailto:[email protected]

http://www.rharbridge.com/?page_id=565

http://www.spstandards.com/

http://www.rharbridge.com/?page_id=726

http://www.slideshare.net/rharbridge

http://www.slideshare.net/rharbridge


Bonus: Microsoft Vision & Yammer Strategy


Basic IntegrationOption to replace SharePointNewsfeed with YammerYammer app for SharePoint

Connected ExperiencesNew experiences that combine social, collab, email, instant messaging, voice, and video

DeeperConnectionsUser experienceSingle sign-onOffice Web Apps

Summer 2013

Fall 2013

Yammer & Office 365 Integration Roadmap


SharePoint 2013 On-Premises Options

Use Yammer

Immediate social adoption & rapid innovation

Integrate using app & guidance

Social in the cloud

Use SharePoint 2013 social

For organizations unable to leverage a cloud-delivered service

Social on-premises


Yammer now available as part of Office 365

https://www.yammer.com/about/pricing

https://www.yammer.com/about/pricing


Get Started with Yammer TODAYhttp://www.yammer.com

Upgrade to Office 365 to get a fully integrated collaboration suitehttp://office.com

Transform your business with Enterprise Social From Microsoft

Review customer success storieshttp://www.yammer.com/customershttp://sharepoint.microsoft.com