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Online Conference
June 17th and 18th 2015
WWW.COLLAB365.EVENTS
Structuring Serendipitous Collaboration
Nick InglisOptismo / igKit
WWW.COLLAB365.EVENTS
Nick InglisOptismo / igKit
Email : [email protected] : @nickinglisFacebook : /nickinglisLinkedIn : /in/nickginglis
• CEO, Optismo / igKit• Certified Information Professional (CIP), Enterprise Content
Management Master (ECMm), Electronic Records Management Master (ERMm), AIIM SharePoint Master (SPm), Enterprise 2.0 Master (E20m), and Inbound Marketing Certified Professional (IMCP).
• Co-Creator, The Information Governance Conference (InfoGovCon)
• Creator, Information Governance Model (InfoGovModel.com)• Author, AIIM SharePoint Governance Toolkit• Dad, Conor Atom
WWW.COLLAB365.EVENTS
OptismoLeading Consulting Firm for Information Governance, Establishing Information Governance Practices in Organizations WorldwideVendor Marketing Services: Content Marketing, Assessment, Inbound Marketing Setup & Outsourcing
WWW.COLLAB365.EVENTS
igKitYour turnkey Information Governance Solution:
Repository cleanup & deduplicationMigrationRedundant, Outdated, Trivial Content Identification & RemovalClassification & Automated ClassificationMetadata EnhancementLegally Defensible Disposition/Deletion
WWW.COLLAB365.EVENTS
Everyone WANTS Collaboration
WWW.COLLAB365.EVENTS
No one wants to do the WORK to enable collaboration
WWW.COLLAB365.EVENTS
Identifying the problem
WWW.COLLAB365.EVENTS
How Do We Structure SharePoint?
Org Charts!!!
WWW.COLLAB365.EVENTS
Has anyone ever considered that there may be a better way?
WWW.COLLAB365.EVENTS
How Does Collaboration Happen?
Within DepartmentsAcross DepartmentsWithin TeamsAcross TeamsWithin Disciplines
WWW.COLLAB365.EVENTS
How Can We Enable Collaboration…
Within Departments?Across Departments?Within Teams?Across Teams?Within Disciplines?
WWW.COLLAB365.EVENTS
How Do We Enable Departmental Collaboration?
SharePoint does this by default in most organizationsIf you structure your SharePoint by departments, you’re already doing this.
WWW.COLLAB365.EVENTS
How Do We Enable Team Collaboration?
Establish logical team structuresAllow cross functional permissionsGive appropriate access for sharing knowledgeTeam sites, Yammer Groups, all sorts of tools
WWW.COLLAB365.EVENTS
How Do We Enable Discipline Based Collaboration?
Content subjects.
WWW.COLLAB365.EVENTS
Example Teams
Team AProject ManagerFinanceBusiness AnalystIT
Team B• Project Manager• Finance• Business Analyst• IT
WWW.COLLAB365.EVENTS
Our Teams In The Org ChartCEO
COO
Project Manager A
Biz Analyst A
Project Manager B
Biz Analyst B
CIO
IT A IT B
CFO
Finance A
Finance B
WWW.COLLAB365.EVENTS
Example Teams
Team Site AProject ManagerFinanceBusiness AnalystIT
Team Site B• Project Manager• Finance• Business Analyst• IT
WWW.COLLAB365.EVENTS
Example Teams
Team Site AProject ManagerFinanceBusiness AnalystIT
Team Site B• Project Manager• Finance• Business Analyst• IT
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
Communities of Practice?
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
Communities of Practice?Knowledge Management Initiatives?
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
Communities of Practice?Knowledge Management Initiatives?It all has to start with:
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
Communities of Practice?Knowledge Management Initiatives?It all has to start with: Improve Search & Serendipity Through Better Information Architecture
WWW.COLLAB365.EVENTS
AIIM, Keldsen, & Frappaolo
Culture Matters:Those that responded that they were “Knowledge Management inclined organizations” improved adoption for serendipitous collaboration.
Source: http://www.slideshare.net/dan.keldsen/enterprise-20-ftw
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site CollectionWeb Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web ApplicationsAuthentication Provider Content Database Throttling Managed Paths Service Connections Features Permissions
FarmDatabases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site CollectionWeb Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web ApplicationsAuthentication Provider Content Database Throttling Managed Paths Service Connections Features Permissions
FarmDatabases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site CollectionWeb Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web ApplicationsAuthentication Provider Content Database Throttling Managed Paths Service Connections Features Permissions
FarmDatabases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site CollectionWeb Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web ApplicationsAuthentication Provider Content Database Throttling Managed Paths Service Connections Features Permissions
FarmDatabases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
What Is Information Architecture?
WWW.COLLAB365.EVENTS
What Is Information Architecture?Earl Morrogh, Information Architecture, An Emerging 21st Century Profession:
“Information architecture (IA) is a professional practice and field of studies focused on solving the basic problems of accessing, and using, the vast amounts of information available today.”
Source: http://books.google.com/books/about/Information_Architecture.
html?id=JzlmQgAACAAJ
WWW.COLLAB365.EVENTS
Building IA & Sustaining It
Plan Deploy Sustain
WWW.COLLAB365.EVENTS
Planning Information ArchitectureGoals of IA
WWW.COLLAB365.EVENTS
Planning Information ArchitectureGoals of IA
Support User’s Ability To Find Content
WWW.COLLAB365.EVENTS
Planning Information ArchitectureGoals of IA
Support User’s Ability To Find ContentApplied Consistently
WWW.COLLAB365.EVENTS
Planning Information ArchitectureGoals of IA
Support User’s Ability To Find ContentApplied ConsistentlyLeveraging SharePoint Functionality
WWW.COLLAB365.EVENTS
Planning Information ArchitectureGoals of IA
Support User’s Ability To Find ContentApplied ConsistentlyLeveraging SharePoint FunctionalitySustainable
WWW.COLLAB365.EVENTS
Containers
WWW.COLLAB365.EVENTS
ContainersContainers are structured hierarchically
WWW.COLLAB365.EVENTS
ContainersContainers are structured hierarchicallyAllows us to establish policies once and ‘push’ through the hierarchical structure
WWW.COLLAB365.EVENTS
ContainersContainers are structured hierarchicallyAllows us to establish policies once and ‘push’ through the hierarchical structureSite Collections > Sites > Libraries
WWW.COLLAB365.EVENTS
ContainersContainers are structured hierarchicallyAllows us to establish policies once and ‘push’ through the hierarchical structureSite Collections > Sites > LibrariesContent Types > Metadata
WWW.COLLAB365.EVENTS
Content Types
WWW.COLLAB365.EVENTS
Content TypesContent Types are selected upon upload of a piece of content into SharePoint
WWW.COLLAB365.EVENTS
Content TypesContent Types are selected upon upload of a piece of content into SharePointContent types define the metadata schema associated
WWW.COLLAB365.EVENTS
Content TypesContent Types are selected upon upload of a piece of content into SharePointContent types define the metadata schema associatedContent types are hierarchical
WWW.COLLAB365.EVENTS
Content TypesContent Types are selected upon upload of a piece of content into SharePointContent types define the metadata schema associatedContent types are hierarchicalContent types can apply policies
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Site Collections Sites Libraries Content
Types Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Site Collections Sites Libraries Content
Types Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Content Organizer Workflow Records
Centers
In Place Records
Management
Multi-stage retention
Automated Disposition
eDiscovery & Litigation Holds
Underlying Processes To Align With Business Requirements
Site Collections Sites Libraries Content
Types Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Example
WWW.COLLAB365.EVENTS
Example
Site Collections Sites Libraries Content
Types Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Example
Content Uploaded to:Site Collection – ABC CompanySite – MarketingLibrary – Marketing AssetsContent Type – ContractMetadata –
Vendor: XY Consulting; Contract Size: $150,000; Signer: Jane Smith;
Site Collections Sites Libraries Content
Types Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Planning SharePoint IA
WWW.COLLAB365.EVENTS
Planning SharePoint IAPlan Your Site Collections & Site Hierarchy
WWW.COLLAB365.EVENTS
Planning SharePoint IAPlan Your Site Collections & Site HierarchyPlan Your Content Types
WWW.COLLAB365.EVENTS
Planning SharePoint IAPlan Your Site Collections & Site HierarchyPlan Your Content TypesPlan Your Metadata
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
WWW.COLLAB365.EVENTS
Plan Your Site Collections & SitesShould support Navigation
WWW.COLLAB365.EVENTS
Plan Your Site Collections & SitesShould support NavigationShould be logical to Users
WWW.COLLAB365.EVENTS
Plan Your Site Collections & SitesShould support NavigationShould be logical to UsersNew Sites can be requesting through Site Provisioning
WWW.COLLAB365.EVENTS
Plan Your Site Collections & SitesSite
Collection A
Site A
Sub-Site A
Provisioned Sites Added
Sub-Site A1
Provisioned Sites Added
Site B
Sub-Site B
Provisioned Sites Added
Site C
Provisioned Sites Added
Site Collection B
Site D
Provisioned Sites Added
WWW.COLLAB365.EVENTS
Plan Your Content Types
WWW.COLLAB365.EVENTS
Plan Your Content TypesShould be used to Categorize content
WWW.COLLAB365.EVENTS
Plan Your Content TypesShould be used to Categorize contentCan be used to apply Workflow
WWW.COLLAB365.EVENTS
Plan Your Content TypesShould be used to Categorize contentCan be used to apply WorkflowCan be used to apply Retention Rules
WWW.COLLAB365.EVENTS
Plan Your Content TypesShould be used to Categorize contentCan be used to apply WorkflowCan be used to apply Retention RulesCan be used to apply Disposition Rules
WWW.COLLAB365.EVENTS
Plan Your Content TypesShould be used to Categorize contentCan be used to apply WorkflowCan be used to apply Retention RulesCan be used to apply Disposition RulesCan be used to leverage the Content Organizer
WWW.COLLAB365.EVENTS
Plan Your Content Types
Content Type A
Content Type A1
Extensible
Content Type A2
Extensible
Content Type B
Content Type B1
Content Type B1A
Extensible
Content Type B1B
Extensible
Content Type B2
Content Type B2A
Extensible
Content Type B2B
Extensible
Content Type C
Content Type C1
Extensible
Content Type C2
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations Manuals
Extensible
Marketing
Collateral
White Papers
Extensible
Brochures
Extensible
Contracts
Reseller Contracts
Extensible
Conference Contracts
Extensible
HR
W-2s
Extensible
Accounting Reports
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations Manuals
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations Manuals
Extensible
• Manufacturing wants to have specs for facilities separate from product specs
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations Manuals
Extensible
• Manufacturing wants to have specs for facilities separate from product specs
• Site Admin can EXTEND the Content Type “Spec” to add “Facility Specs” and “Product Specs”
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations Manuals
Extensible
• Manufacturing wants to have specs for facilities separate from product specs
• Site Admin can EXTEND the Content Type “Spec” to add “Facility Specs” and “Product Specs”
• “Facility Spec” and “Product Spec” will have all of the Metadata and Information Policies of both “Manufacturing” and “Specs”.
WWW.COLLAB365.EVENTS
Plan Your Content Types Associated Properties:•Metadata•Name•Created By
•Retention Rules•Disposition Rules•Content MAY NOT Be Added
Manufacturing
WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:•All Properties Associated with Manufacturing•Metadata:•Spec Number
•Content MAY Be Added
Associated Properties:•Metadata•Name•Created By
•Retention Rules•Disposition Rules•Content MAY NOT Be Added
Manufacturing
Specs
WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:•All Properties Associated With Manufacturing & Specs•New Content Types May Be Extended (NOT CREATED FROM SCRATCH)•Additional Metadata Fields May Be Added (But Not Created From Scratch, Must Already Be In The System)
Associated Properties:•All Properties Associated with Manufacturing•Metadata:•Spec Number
•Content MAY Be Added
Associated Properties:•Metadata•Name•Created By
•Retention Rules•Disposition Rules•Content MAY NOT Be Added
Manufacturing
Specs
Extensible
WWW.COLLAB365.EVENTS
Plan Your Metadata
WWW.COLLAB365.EVENTS
Plan Your MetadataShould be used to identify content for purposes of Findability
WWW.COLLAB365.EVENTS
Plan Your MetadataShould be used to identify content for purposes of FindabilityCan be used to apply Workflow
WWW.COLLAB365.EVENTS
Plan Your MetadataShould be used to identify content for purposes of FindabilityCan be used to apply WorkflowCan be used to apply Retention Rules
WWW.COLLAB365.EVENTS
Plan Your MetadataShould be used to identify content for purposes of FindabilityCan be used to apply WorkflowCan be used to apply Retention RulesCan be used to apply Disposition Rules
WWW.COLLAB365.EVENTS
Plan Your MetadataShould be used to identify content for purposes of FindabilityCan be used to apply WorkflowCan be used to apply Retention RulesCan be used to apply Disposition RulesCan be used to leverage the Content Organizer
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
Identify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).Identify syndication requirements and managed metadata service application needs.
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).Identify syndication requirements and managed metadata service application needs.Define term store roles and memberships.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).Identify syndication requirements and managed metadata service application needs.Define term store roles and memberships.Specify language requirements.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).Identify syndication requirements and managed metadata service application needs.Define term store roles and memberships.Specify language requirements.Group terms into a logical hierarchy.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your MetadataIdentify common information types and required properties.Determine which data elements should be immutable (closed) and which can be left to the user’s discretion (open).Identify syndication requirements and managed metadata service application needs.Define term store roles and memberships.Specify language requirements.Group terms into a logical hierarchy.Create term sets and terms.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your MetadataField Name Associated Content
Type(s)Field Type Applied At Managed Term Set Group
File Name All Derived (Text) Farm N/A Standard Field
Created By All Derived (AD) Farm List (managed by AD) Standard Field
Modified By All Derived (AD) Farm List (managed by AD) Standard Field
Modified Date All Derived (Date) Farm N/A Standard Field
File Size All Intrinsic (Number) Farm N/A Standard Field
Item Type All Intrinsic (Text) Farm List (managed by SharePoint) Standard Field
Spec Number Manufacturing > Spec Number (Managed) Site Collection Calculated Spec
Facility Type Manufacturing > Spec > Facility Spec
Text Site N/A Facilities
WWW.COLLAB365.EVENTS
Deploying Information Architecture
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureSite Structure Is Deployed Through Creation Of Individual Sites
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureSite Structure Is Deployed Through Creation Of Individual SitesShould be iterations of Site Templates
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureEnterprise Content Types should be created through the Content Type Hub
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureEnterprise Content Types should be created through the Content Type HubMay Use Multiple Hubs for Alternate Syndication (Example: HR, Security, etc.)
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureEnterprise Metadata Fields should be deployed through the Managed Metadata Service
WWW.COLLAB365.EVENTS
Deploying Information ArchitectureManaged Term Sets and Terms should be deployed through the Term Store
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
WWW.COLLAB365.EVENTS
Sustaining Information ArchitecturePrepare for change
WWW.COLLAB365.EVENTS
Sustaining Information ArchitecturePrepare for changeLeverage tagging information, search data, user feedback to modify IA over time
WWW.COLLAB365.EVENTS
Sustaining Information ArchitecturePrepare for changeLeverage tagging information, search data, user feedback to modify IA over timeEstablish IA ownership
WWW.COLLAB365.EVENTS
Sustaining Information ArchitecturePrepare for changeLeverage tagging information, search data, user feedback to modify IA over timeEstablish IA ownershipEstablish schedule for ongoing IA review
WWW.COLLAB365.EVENTS
Beyond Information ArchitectureDon’t establish an Information Architecture in a vacuum, establish it in conjunction with a full Information Governance plan and program.Leverage our Open Source tool at InfoGovModel.com to help guide you.
WWW.COLLAB365.EVENTS
But Wait, There’s More
WWW.COLLAB365.EVENTS
But Wait, There’s MoreSERENDIPITOUS COLLABORATION
WWW.COLLAB365.EVENTS
But Wait, There’s MoreSERENDIPITOUS COLLABORATIONSharePoint Information Architecture
WWW.COLLAB365.EVENTS
But Wait, There’s MoreSERENDIPITOUS COLLABORATIONSharePoint Information ArchitectureSharePoint Governance
WWW.COLLAB365.EVENTS
But Wait, There’s MoreSERENDIPITOUS COLLABORATIONSharePoint Information ArchitectureSharePoint GovernanceEnterprise Information Governance
WWW.COLLAB365.EVENTS
SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
SharePoint Governance
Foundational Activities
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
SharePoint Governance
Foundational Activities
Content Design & Structure Development People/Roles Security Classification
Governance Areas
WWW.COLLAB365.EVENTS
WhatISSharePointGovernance?
WWW.COLLAB365.EVENTS
WhatAsk 10 experts…IS
SharePointGovernance? get 20 answers.
WWW.COLLAB365.EVENTS
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.• It reaches all parts of an organization.
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.• It reaches all parts of an organization.• It is approached differently by the many stakeholders.
Why Is That?
WWW.COLLAB365.EVENTS
Driven by business
requirements
WWW.COLLAB365.EVENTS
Content
Design & Structure
Development
People/Roles
Security
Classification
Driven by business
requirements
WWW.COLLAB365.EVENTS
Information Gathering
Foundational Information Guide Strategy Implementatio
n Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information Gathering
Foundational Information Guide Strategy Implementatio
n Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information Gathering
Foundational Information Guide Strategy Implementatio
n Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information Gathering
Foundational Information Guide Strategy Implementatio
n Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information Gathering
Foundational Information Guide Strategy Implementatio
n Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Foundational Activities
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Gather Data &
Identify Trends
Develop representative user profiles
Align questions to gap analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational ActivitiesEstablish The Role of SharePoint
SharePoint as:Development PlatformContent ManagementSocial PlatformEtc.
Establish Role of Cooperating Systems
What Connects?Data ConnectionsUI ConnectionsProcess Connections
Assess Maturity
Establish maturity assessment for:Systems/TechnologyCultureComplianceEtc.
Identify External Factors
BudgetPolicyM&A ActivitySystems ReplacementsEtc.
Foundational Overview Document
WWW.COLLAB365.EVENTS
Foundational Activities
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
WWW.COLLAB365.EVENTS
Guide Strategy
Foundational ActivitiesTechnology Roadmap
Gap AnalysisReference Architecture
Guiding Principles
WWW.COLLAB365.EVENTS
Foundational Activities
Information Gathering
Foundational Information
Guide Strategy
Implementation Planning
WWW.COLLAB365.EVENTS
Implementation Planning
Foundational Activities
Document Requirements
Develop A Business Case & Gain Approval
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Content Governance
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
WWW.COLLAB365.EVENTS
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement Retention Policies Across All InformationEstablish Content Type Structure & RulesStandardize Metadata (Columns)Library & List Standards
Site Provisioning
Content
Develop & Implement Retention Policies Across
All Information
Establish Content Type Structure & Rules
Standardize Metadata (Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site OrganizationEstablish BrandingEstablish Site Templates To Carry Common Permissions & FunctionalityEstablish Navigation RulesEstablish Search Configuration Rules
Design & User Experience
Establish Site Organization
Establish Branding
Establish Site Templates To Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search Configuration Rules
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Development Governance
Establish Your SharePoint Environment RulesEstablish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
Development
Establish Your SharePoint Environment Rules
Establish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your SharePoint Environment RulesEstablish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
Development
Establish Your SharePoint Environment Rules
Establish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your SharePoint Environment RulesEstablish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
Development
Establish Your SharePoint Environment Rules
Establish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your SharePoint Environment RulesEstablish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
Development
Establish Your SharePoint Environment Rules
Establish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your SharePoint Environment RulesEstablish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
Development
Establish Your SharePoint Environment Rules
Establish Your Code Deployment Process
Establish Your Ongoing Server Management Plan
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
People / Roles
Establish permissions groupsEstablish support channels and rolesEstablish group-based training requirements
Establish roles in SharePoint maintenance
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish permissions groupsEstablish support channels and rolesEstablish group-based training requirements
Establish roles in SharePoint maintenance
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish permissions groupsEstablish support channels and rolesEstablish group-based training requirements
Establish roles in SharePoint maintenance
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish permissions groupsEstablish support channels and rolesEstablish group-based training requirements
Establish roles in SharePoint maintenance
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish permissions groupsEstablish support channels and rolesEstablish group-based training requirements
Establish roles in SharePoint maintenance
People / Roles
Establish permissions groups
Establish support channels and roles
Establish group-based training requirements
Establish roles in SharePoint maintenance
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Security
Permissions Inheritance & DivergenceRoles For Administration HierarchyPermissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration Hierarchy
Permissions Group Creation
WWW.COLLAB365.EVENTS
Security
Permissions Inheritance & DivergenceRoles For Administration HierarchyPermissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration Hierarchy
Permissions Group Creation
WWW.COLLAB365.EVENTS
Security
Permissions Inheritance & DivergenceRoles For Administration HierarchyPermissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration Hierarchy
Permissions Group Creation
WWW.COLLAB365.EVENTS
Security
Permissions Inheritance & DivergenceRoles For Administration HierarchyPermissions Group Creation Rules
Security
Permissions Inheritance & Divergence
Roles For Administration Hierarchy
Permissions Group Creation
WWW.COLLAB365.EVENTS
Governance Areas Content
Design & User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish Consistent ClassificationEstablish Content Type GroupsManaged Metadata Service Rules & UseContent Type Hub Rules & UseLeveraging The Content Organizer
Classification
Establish Consistent Classification
Establish Content Type Groups
Managed Metadata Service Rules & Use
Content Type Hub Rules & Use
Leveraging The Content Organizer
WWW.COLLAB365.EVENTS
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
Foundational Activities
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
Foundational Activities
Content Design & Structure Development People/Roles Security Classification
Governance Areas
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Enterprise Information Governance
WWW.COLLAB365.EVENTS
Serendipitous CollaborationDon’t be like this:
WWW.COLLAB365.EVENTS
Serendipitous CollaborationPlan and do the work
WWW.COLLAB365.EVENTS
Serendipitous CollaborationGet results
WWW.COLLAB365.EVENTS
Stay tuned for more great sessions …