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Best scenarios to boost your SharePoint implementation

Toni FrankolaAcceleratio Ltd.

Croatia

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009 Sponsors

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009 Session Objectives and Takeaways

• Learn (at least) one new thing you can use to improve you SharePoint site tomorrow

• Target audiance: Power (end) user

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Quick poll

• My company is:A. Microsoft Partner companyB. Small-Medium business (up to 500 employees)C. Enterprise (more than 500 employees)

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009 Quick poll (2)

• SharePoint – implementation status:A. Not installedB. Implemented, but still »work in progress«C. Completed

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009 Quick poll (3)

• We are using:A. SharePoint Services 3.0B. SharePoint 2007 StandardC. SharePoint 2007 EnterpriseD. SharePoint 2010

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 The dark project reality

Succeeded32%

Late/Over budget44%

Cancelled24%

Source: CHAOS Summary 2009, Standish Group

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009 What about my SharePoint project?

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009 The problem

10% - SharePoint technology

90% - SharePoint Content and People

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009 SharePoint planning / requirements

• Find out what are the requirements• Requirements gathering before installation

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009 SharePoint - Lego® approach

• 1... • 2... • 3...

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 SharePoint as you see it

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009 SharePoint as End user sees it

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009 Recommended reading

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009

MAX 28 words

No copyright, no Google

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009 EndUserSharePoint.com

• http://endusersharepoint.com• http://endusersharepoint.com/STP - Q&A

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009 UX – Navigation

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009 UX – Navigation (2)

Author: Paul Grenier

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009 Interface improvements (3)

Author: Paul Grenier

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009 Simple clean interface

Author: James Milne

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009 Can 2010 help?

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009 What can I do with 2010?

• Default List ribbon sample

• Make it more „fluent”Custom Ribbon

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Eat your own dog food

• SharePoint team should publish a blog• How-to guides• Information about new features• Anything SharePoint related

• Document SharePoint installations wiki

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009 Eat your own dog food (2)

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009 Trick – Information push

• End users prefer to be notified via email• Push info via »Alert me«

• Subscribe their AD group• They will not be able unsubscribe

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Eat your own dog food

• SharePoint Issue tracking on SharePoint• Start on top of Microsoft Templates

• Expand as needed• Email integration• Workflows• Custom reporting

Source: http://endusersharepoint.com

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009 Issue status

Active Resolved Closed

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 SharePoint as self-service HR portal

• WIN-WIN situation• HR Ideas

(some available as Microsoft Templates)• Annual leaves• Expense • Employee training• Employee activities• Employee benefits• Hiring and firing• Lending libraries

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009 HR application »ingredients«

• OOTB WSS• A workflow tool

• Security, approvals, calculations...• My recommendation: Use Nintex Workflow 2007

• Managers love „lazy approval”

• Keep it simple• Try to use simple web forms instead of InfoPath• Make rich UIs with JQuery

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009 Workflow benefits

• Cut approval times shortened• From days to within 1 business hour

• Reports show you bottlenecks

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009 Nintex workflow view

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009 HR Portal - example

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009 HR Portal (2)

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Project Management Scenario

• Resource: SharePoint for Project Management book

• Implement SharePoint for your PMO• PMs love to control stuff

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009 At PMO Level

•Reports•Documents•Milestones•Tasks

Project 1

•Reports•Documents•Milestones•Tasks

Project 2

•Reports•Documents•Milestones•Tasks

Project 3

•Reports•Documents•Milestones•Tasks

Project 4

• Reports• Documents• Milestones• Tasks

PMO

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009 How might your site look like?

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009 Web Parts

• Project Info

• Tasks by Workflow

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• Calendar aggregation

• Milestones

Web Parts (2)• Navigation

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009 At PMO Level

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009 Aggregating information from subsites

• Aggregating data (2007)• CQWP (SharePoint only)• Lightning Tools• Bamboo solutions

• Aggregating data (2010)• Availabile in Foundation 2010

PMO

P3

P2

P1...

...

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Internal Phonebook Scenario

• Benefits:• OOTB functionality• Simple to use• Access 2007 for printing• Connect to Outlook• Sync to your Mobile device

• Bamboo > snyc with User Profiles

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009 Internal Phonebook Scenario (2)

• Printing with Access 2007 (OOTB)

• Search Contacts as you type (check my blog)

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Check list

• Use analytics to improve your content• Improve your content to match• Improved in SP 2010

• Check crawl logs for errors• Does your search return results

• Dummy testing• Search Usage Reports

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009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

UX

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

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009 Governance check list

• Governance Plan (minimum):• Information architecture (site structure)• Taxonomy (consistent naming conventions)• Branding (correct use of company imagery)• Provisioning (consistent site usage and user

policies) • Search (users can find what they need)• Testing (consistent use of sites and content)• Training (all users are trained)Lear more: Governance Resource Center for SharePoint Server 2007

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009

THANK YOU

Toni Frankolahttp://www.sharepointusecases.comhttp://twitter.com/tonifrankola

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009 Sponsors