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5 Best Practices for Successful SharePoint Deployments Wednesday, March 10, 2010 [email protected] 877.693.5167 www.northridge.com www.northridge.com | Proprietary & Confidential

Northridge Best Practices For Share Point Deployments Webinar March10 2010

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SharePoint is a powerful, flexible, and extensible business platform that offers a rich set of capabilities and solutions to many challenges faced in enterprises today. However, the breadth and depth of the SharePoint platform drives a certain amount of complexity for deployment planning and execution. Implementing SharePoint without having a clear definition and roadmap of the desired end result leads to reduced ROI, underachievement of business goals and objectives, and improperly architected solutions. During this webinar, Northridge will leverage expertise developed over many successful SharePoint implementations to reveal deployment best practices, the Northridge SharePoint maturity model, and resulting enterprise benefits. Whether your enterprise is new to SharePoint or has been utilizing the platform for some time, this webinar will help you to fully realize your SharePoint investment by focusing on a modular approach that can be integrated in a new implementation or even to resolve challenges associated with an existing implementation. This webinar will focus on the 5 core components that drive a successful SharePoint deployment including: - Strategy: providing guidance and direction (roadmap) throughout the SharePoint lifecycle - Architecture: planning physical and logical structure for your SharePoint solution - User Engagement: defining how your SharePoint end users will interact with the solution - Execution: identifying SharePoint project objectives and developing plans for achievement - Governance: supporting the SharePoint project framework and post-deployment management of the SharePoint solution

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Page 1: Northridge Best Practices For Share Point Deployments Webinar March10 2010

5 Best Practices for Successful SharePoint DeploymentsWednesday, March 10, 2010

[email protected]

www.northridge.com | Proprietary & Confidential

Page 2: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Today’s Webinar: What Will We Cover?

• Introductions & About Northridge• SharePoint 2010 High Level Overview• Northridge SharePoint Maturity Model Overview • Survey #1 - Where is your organization in the SharePoint maturity model?• “Navigate” SharePoint Framework Overview

1. Strategy component deep dive2. Architecture component deep dive3. User Engagement component deep dive4. Execution component deep dive5. Governance component deep dive

• Survey #2 – Relative to the Navigate framework, where do you feel your organization encountered or may encounter the most challenges?

• Business Benefits of Navigate• Q&A, Next Steps

www.northridge.com | Proprietary & Confidential 1

Page 3: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Who is Northridge?

Northridge combines business consulting, online marketing, creative services, and deep technical expertise to help our clients drive business value from Microsoft technology in the following three core areas:

Insight & Analysis

Collaboration & Productivity

Acquisition & Retention

Northridge has a Strong Foundation. • 10 years in business, 80+ full-time consultants serving clients across North AmericaNorthridge experiences Continued Growth• Top 50 Fastest Growing Companies in Atlanta (Atlanta Business Chronicle)Northridge is a Microsoft Managed & Gold Certified Partner• 7 Certified Competencies, 75+ Customer References

www.northridge.com | Proprietary & Confidential 2

Page 4: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Next Steps

Next Steps Request Slides & Recording• To request access to today’s webinar recording, or a copy of today’s slide

presentation, please email: [email protected]

Next Steps Northridge SharePoint White Papers• To see a full listing of Northridge white papers, please go to:

http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White-Papers/Pages/White-Papers.aspx

Next Steps Northridge Navigate Framework Detail• To request the detailed description of the Northridge Navigate framework,

please email: [email protected]

Next Steps Northridge SharePoint 2010 Assessment• Is your enterprise ready for SharePoint 2010? Engage with Northridge in a

SharePoint 2010 Readiness Assessment. For more information visit: http://www.northridgesystems.com/What-We-Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx

www.northridge.com | Proprietary & Confidential 3

Page 5: Northridge Best Practices For Share Point Deployments Webinar March10 2010

www.northridge.com | Proprietary & Confidential

• Intranet, Extranet, & Internet Sites• Collaboration & Productivity Solutions• On-premise, Cloud-based, & Hybrid Models• Cross Browser, Offline, Mobile, MS Office Integration

Sites

Search

ContentInsights

CommunitiesComposites

Websites & Portals

• Program & Project Management• Custom Business Application

Development• Read / Write Integration w/ Line

of Business (LOB) data• Visual Studio Support• Data Exposed Through Web

Services & APIs

Enterprise Search

• Communities, My Sites, Blogs & Wikis• Tagging, Tag Clouds, Ratings, Activity

Feeds, Social Bookmarking• Profiles & Expertise• Organizational Browsers

Social Networking & Viral

Web & Enterprise Content

• Web Content Management• Enterprise Document. Records,

Audio/Video Management• Workflows & Routing, Metadata

Taxonomies and Folksonomies • Document Imaging & Capture

Business Applications

Business Insight & Analysis

• Dashboards & Scorecards• BI Reports• Incorporation of LOB Data from

Data Warehouse• Web Analytics• PowerPivot, Excel Services, Visio

Services

• Search Structured & Unstructured Content• Search Content w/in SharePoint, File Shares, Websites,

Email Folders, Databases, LOB Systems• Social Relevance & Phonetic Search

SharePoint: Business Collaboration Platform for the Enterprise

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Page 6: Northridge Best Practices For Share Point Deployments Webinar March10 2010

SharePoint: Business Collaboration Platform for the Enterprise

www.northridge.com | Proprietary & Confidential

Work areas DocumentProcessing

LOBIntegration

PeopleWorkflow

Reporting&

AnalysisWebsites

Sites Communities Content Composites Insights Search

Browser

Office

SharePointDesigner

VisualStudio

Online orOn Premise

SharedServices

SandboxSolutions

Administration

Rapidly Respond to

Business Needs

Cut Costs With a Unified

Infrastructure

ProgrammabilityApplication Model

Interoperability

Packaging

Deployment

Security

Manageability

ApplicationDevelopment

Teams

Users

OperationsTeams

Connect and Empower PeopleBrowser Office Online Mobile

Microsoft Platform Applications (SQL Server, Windows, .NET)

Your enterprise LOB, external systems and cloud services

ERP, CRM,BUIT applications

Cloudservices

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Page 7: Northridge Best Practices For Share Point Deployments Webinar March10 2010

SharePoint Maturity Model

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BASIC STANDARDIZED RATIONALIZED DYNAMIC

Cost CenterGrowing Efficiency

Business Enablement

Strategic Assets

•Manual processes that are paper based

•Minimal central control•Inconsistent policies (Security, backup, information architecture)

•Limited collaboration•Knowledge not captured•Limited search capability•Duplication of documentation

•Semi-automated processes

•Standardized central control (Security, backup, information architecture)

•Content consolidation •Collaboration through disconnected repositories

•Limited content management

•Process maturity •Reduced cost of management

•Enterprise search and records management

•Single topology for web, document and records management

•Limited application integration

•Integration and collaboration is pervasive

•Processes are fully automated and measured for value

•Additional investments yield business benefits more rapidly

•Business linked SLA’s

Increasing MaturityInformation

Creation Information

Sharing Information Leveraging

Process Enablement

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Page 8: Northridge Best Practices For Share Point Deployments Webinar March10 2010

SharePoint Maturity Model

www.northridge.com | Proprietary & Confidential

Expected Benefits

Strategic

Tactical

Operational

BASIC STANDARDIZED RATIONALIZED DYNAMIC

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Page 9: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Poll 1

Where is your organization in the SharePoint maturity model?

1. Basic 67%2. Standardized 25%3. Rationalized 5%4. Dynamic 3%

www.northridge.com | Proprietary & Confidential 8

Page 10: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Best Practices for SharePoint Deployments

www.northridge.com | Proprietary & Confidential

Strategy:

providing guidance and direction

(roadmap) throughout the

SharePoint lifecycle

planning physical and logical

structure for your SharePoint solution

defining how your SharePoint end

users will interact with the solution

identifying SharePoint project

objectives and developing plans for achievement

supporting the SharePoint project

framework and post-deployment management of the SharePoint

solution

Architecture: User Engagement: Execution: Governance:

5 core components that drive a successful SharePoint deployment include:

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Page 11: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Best Practices for SharePoint Deployments

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Page 12: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Framework for SharePoint Implementations: Strategy

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•The strategy guides the project team throughout the project and provides a direction for the team and the organization. SharePoint projects should be completed with the strategy in mind so that the project does not suffer from scope creep and lose its focus.

Definition

•Provide the project team and stakeholders with the vision, goals and expected results of the project to be used as a guide to ensure the project is successful.

Goals

•Current State Assessment • Future State Solution Strategy •Roadmap for Achieving the Strategy •Planning for the Deployment

Activities

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Page 13: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Framework for SharePoint Implementations: Architecture

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•The determination of SharePoint’s architecture addresses both the physical and the logical architecture of the solution to ensure both proper performance and user experience.

Definition

•Develop the physical and logical architecture that will promote a positive user experience and is in line with the strategy of the project.

Goals

• Information Architecture and Taxonomy•Technical Architecture• Search •Third Party Products

Activities

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Page 14: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Framework for SharePoint Implementations: User Engagement

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•User engagement includes the overall look and feel of the final solution as well as how the users are included in the development of the solution including: communications and change management.

Definition

•Develop a plan that involves users and key stakeholders in the process and effectively manages the communications and change process.

Goals

• SharePoint User Experience (Master Pages, Content Pages, Navigation, etc.)

•Communications Plan •User Adoption

Activities

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Page 15: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Framework for SharePoint Implementations: Execution

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•Execution is how Strategy, Architecture and User Engagement come together to deliver the solution. Execution is, essentially, the plan for successfully delivering the solution.

Definition

• Incorporate the Strategy, Architecture and User Engagement components into a plan that can be delivered successfully. The plan includes an identification and scheduling for the tasks, personnel and other resources required to successfully deliver.

Goals

•Training •Technical Administration Plan•Testing •Content Migration •Communications and Change Management

Activities

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Page 16: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Framework for SharePoint Implementations: Governance

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•Governance defines how a SharePoint environment will be managed, what solutions will be provided on the platform, levels of access, primary & secondary administrative contacts and responsibilities as well as other management items.

Definition

•Provide a structured mechanism to manage the solution during development and deployment as well as during steady state. Governance provides the mechanisms to ensure the proper growth of the solution and communications with the user community.

Goals

• Identification of the Scope of governance (during and after the implementation)

•Development of the Governance Approach and Plan

•Executing on Governance plans and communications

Activities

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Page 17: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Poll 2

Based on the best practices framework we just reviewed, where do you feel your organization encountered or may encounter the most challenges?

1. Strategy 11%2. Architecture 7%3. User Engagement 40%4. Execution 10%5. Governance 32%

www.northridge.com | Proprietary & Confidential 16

Page 18: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Northridge SharePoint Implementation Approach

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Strategic

Tactical

Operational

Busin

ess

Bene

fit

Time

Impact of a ComprehensiveImplementation Approach

Typical Implementation Approach

Benefits Accelerate Over Time

Time to Achieve Same Benefit Shorter

17

Page 19: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Q & A

Q & A

www.northridge.com | Proprietary & Confidential

[email protected]

18

Page 20: Northridge Best Practices For Share Point Deployments Webinar March10 2010

Next Steps

Next Steps Request Slides & Recording• To request access to today’s webinar recording, or a copy of today’s slide

presentation, please email: [email protected]

Next Steps Northridge SharePoint White Papers• To see a full listing of Northridge white papers, please go to:

http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White-Papers/Pages/White-Papers.aspx

Next Steps Northridge Navigate Framework Detail• To request the detailed description of the Northridge Navigate framework,

please email: [email protected]

Next Steps Northridge SharePoint 2010 Assessment• Is your enterprise ready for SharePoint 2010? Engage with Northridge in a

SharePoint 2010 Readiness Assessment. For more information visit: http://www.northridgesystems.com/What-We-Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx

www.northridge.com | Proprietary & Confidential 19