sharepoint: choose your own adventure
DESCRIPTION
SharePoint in all its flavors and variations can be implemented in any number of ways - each approach with its own business requirements, staffing needs, challenges and idiosyncrasies. So where do you start? What does your organization's SharePoint roadmap look like? What staff and skills do you need to get started? In this session we'll identify some of the more common implementation scenarios and how core skills and requirements align with them.TRANSCRIPT
Wes Preston - TrecStonehttp://www.idubbs.com/blog@idubbs
SharePoint:Choose Your Own Adventure…
SharePoint Fest – Denver SIA106
Abstract SharePoint in all its flavors and variations
can be implemented in any number of ways - each approach with its own business requirements, staffing needs, challenges and idiosyncrasies. So where do you start? What does your organization's SharePoint roadmap look like? What staff and skills do you need to get started? In this session we'll identify some of the more common implementation scenarios and how core skills and requirements align with them.
Wes Preston Owner / Principal Consultant - TrecStone
Based in Minneapolis, MN
MVP – SharePoint Server MCITP – SharePoint Administrator 2010 MCTS - SharePoint 2010, Configuration MCTS - WSS 3.0 and MOSS Configuration
http://www.idubbs.com/blog Twitter: @idubbs
Ground Rules and Terms This presentation will be made available
via my blog SharePoint versions Practical Governance Crawl, Walk, Run approach
Ask questions!
Take-Aways… A tidbit or two you can use to save some
time and effort when planning or implementing SharePoint “Hey, we should think about…”
A peek behind the ‘it depends’ SharePoint motto
Choose Your Own Adventure
Anyone remember these?
Copyright http://www.cyoa.com/
Outline Where do you start? What does your roadmap look like? What staff and skills do you need to get
started? (and along the road…)
Common Implementation scenarios Aligning skills and roles with the
requirements
Where they want to start… The ‘wheel’ topics…
Intranet / Portal Document
Management / Repository
Collaboration / Social Team/Department
sites Business Process /
Automation / Workflow
Custom Applications Search My Sites Business Intelligence /
Dash boarding Extranets Internet / Public-facing
Sites
Where should you start? What are your business needs and
priorities?
What do you already own or have implemented?
Where will SharePoint be located? On premises, In the cloud, another
combination… What licensing? Who will own the platform? All those other IT Pro technical questions…
Who is needed to start? Users – Identify needs/requirements Business Manager – Identify priorities Analyst – Translate needs to SharePoint
platform capabilities
IT Pro – Environmental capabilities for what is available and what is needed, deploy farm and support tools/processes
Core Skills / Roles IT Pro / System Administrator Developer Designer End User / Power User Site Admin SharePoint Analyst Business Manager / Solution ‘Owner’
Next Step - Roadmap This is really an extension of gathering
business needs – you’re just prioritizing them Primary: Business strategy Secondary: Project management /
planning Secondary: IT capabilities
Apply Crawl, Walk, Run approach
Roadmap The roadmap is a living document. It will
evolve over time Ongoing: Set and manage management
and user expectations Some tasks/roles will expand over time,
like operations management as the environment grows
Other topics like training also need to be addressed
Common Scenarios Intranet / Portal Extranet / Client Portals Collaboration
Team Sites Project Sites
Workflows / Digital Forms Business Intelligence Search Lots more…
Example: Project Sites Core functionality is project tools,
collaboration, project rosters/contacts, etc. Architecture and/or Project Server Project ‘portal’ site ‘Application portal’ site Search Branding Governance
-> Architecture & Proj. Server Project Server (separate license/MS
product) Single site collection for all projects Single site collection per project Database management Managed paths Connection to a portal (intranet) Client access? Site lifecycles
-> Information Architecture Consistent across projects Content types Managed Metadata, Term Sets Site Columns Workflows
-> ‘Project Portal’ Rollup and Business Intelligence (BI)
functionality Integration with existing BI tools and
platforms Links to ‘My’ projects, etc… Links to support pages, project requests Communication between the PMO
-> ‘Application Portal’ Contains community sites for using
solutions on your farm – a site for Projects Project requests / Intake forms Communication between users Documentation
What is this solution for? How do I use it? Who do I contact with questions?
-> Search Is content surfaced in an enterprise
search? Is there a project-specific search scope? Is there a project-specific search result
type? How it’s displayed, filtered, etc.
-> Branding Is there an enterprise brand that needs to
be implemented? Brand project sites as a whole? Separate brands for different project types Do you have a UX/UI designer?
-> Governance Roles and responsibility
Who manages project requests? IT? PMO?
Who manages each project site? What are standard permissions? Are there any approval processes? Project/site lifecycles Versioning
This is just the beginning… Starting with this single example you’ve
started several other efforts that can be built out: Intranet landing page Search Application portals
Intake forms
You can have multiple efforts running concurrently, but you need to coordinate the overlaps
Review Where do you start? Core Skills and Roles What does your roadmap look like? What staff and skills do you need to get
started? (and along the road…)
Common Implementation scenarios
Other Notes and Factors Staffing – What skills does your staff have?
What do they want to do? SharePoint ‘Maturity Model’ – Is your
culture comfortable with SharePoint? Are your users open to change?
Continue with iterations, review existing, define ROI
Housekeeping ECM202 – 11:30 AM Wednesday
SharePoint Lists: Used, Abused, and Underappreciated
Check slides out on http://www.idubbs.com/blog Provide session feedback with
comments
Thank you!