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“Adoption Tactics: Why Your End Users and Project Managers Will Rave Over SharePoint 2013” Gina Montgomery – VP, Business Development Abhishek Shanbhag – VP Business Solutions Ron Clampitt – Strategic Account Executive Saturday, September 21, 2013 Gina Montgomery, Vice President Business Development

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“Adoption Tactics: Why Your End Users and Project Managers Will

Rave Over SharePoint 2013”

Gina Montgomery – VP, Business DevelopmentAbhishek Shanbhag – VP Business SolutionsRon Clampitt – Strategic Account Executive

Saturday, September 21, 2013

Gina Montgomery, Vice President Business Development

Hi, I’m Gina!Gina Montgomery, VP, Business DevelopmentGina Montgomery is the Vice President of Business Development for North America. She is a SharePoint Evangelist and subject matter expert in architecting SharePoint solutions. Gina brings expertise in helping organizations maximize their I.T. investments. Her focus has been on strategy, project planning, analysis, best practices in software licensing, and implementing successful business solutions. Gina is responsible for Acuvate's New Business Development and Partner Alliances in North America.

Twitter: @ginammontgomeryBlog: www.ginamontgomery.com Email: [email protected]

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Netherlands

UK

India

USA

Who are we?

Global company, local presence

200+ clients worldwide

Strong Microsoft focus

KansasCityNew York City

The Hague

Slough

Hyderabad

Bangalore

Pune

Gurgaon

Member of

MS Solution

Board, 1

among 45

in the world

Winner of

Solution

Partner of

the Year

2011

Featured in

MS Video

Case

Studies

during WPC

Awards & Recognitions

3 Values

that Acuvate

brings

1

Our Focus

Adoption

Integration

Productivity

SharePoint

Horton works

Hadoop

Power Pivot

Big Data

Azure

Office 365

Cloud

HTML5

Windows

Phone

Win-8 App

for SAP

Mobility

DQS

Data Mining

BI Dashboards

Business Intelligence

2

Incentive Calculator

Easily configurable, incentive calculation engine for rolling out incentive programmes and pay-outs.

Intranet in a Box

Full Intranet with pick and choose features available for on premise and Office 365 based SharePoint intranet.

CIO Cockpit

Comprehensive Dashboard to assist the CIO in his day to day activities and also facilitate strategic thinking.

Idea Management

To foster a culture of ideation and innovation. Let all the ideas flow through the funnel and see the logical conclusion.

Product Comparator

Visually appealing tool to facilitate customers get a feel of the product and compare their features with other units.

Project Workspace

Project workspace is a SharePoint based Collaboration solution for project teams to collaborate better among themselves.

DQS

Data de-duplication and cleansing services and ensuring that correct data is fed into ERP with the right governance in place.

CXO Dashboard

A Silverlight based dashboard, providing extremely powerful data visualization to senior executives of the company.

Sentiment Analysis

Get a better understanding of sentiments, emotions, moods, and perform opinion analysis using our Big Data solution

15+ Ready-to-deploy solutions 90+ Components 200+ Enterprise success stories

Our Approach

Our SharePoint

Adoption

Methodology

- Prebuilt templates

- Checklists & Questionnaires

- Blueprint & Roadmap definition

- Technical tools & apps

- Governance

- Change Management

3

180+ Microsoft technical consultants certified in SharePoint,

SQL BI, Azure and System Center.

Global Team of certified Architects, Business Analysts,

Project Managers, Developers, DBA, UX, Test & Administrators.

Office 365 Fast Track Deployment Partner

Azure Circle Partner

Cloud Accelerate Partner

Cloud Deployment Partner

Our Team

Tweet It!... I dare you!

@ginaMmontgomery is making us go social with #SharePoint 2013 #SPSRED

Follow @AcuvateSoftware for more updates

Why are we here?• SharePoint is a platform that is meant to help your

organization:– better share information– better manage business processes– better manage documents– bring the social computing aspect and improved productivity for

information workers into your work environment– serve as a development foundation on which more business

solutions can be created.

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

Survey QuestionsWhat version of SharePoint do you have deployed?1. SP 20072. SP 20103. SP 20134. SP online

What SharePoint functions have you deployed?

1. Sites (portal, intranet)2. Insights (BI / analytics)3. Collaboration4. Content management5. Custom internal-facing apps6. Custom external-facing apps7. Search8. Social

Survey Questions

What Adoption challenges have you faced?1. UI isn’t friendly2. Learning curve is too high for end users3. No one will contribute4. No real use cases identified for SharePoint in my organization5. Other?

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

End User Adoption Plan

• You need one. With no vision, there is no victory!

• A documented plan will help increase the odds of a successful SharePoint rollout.

• When a document is required that means someone really has to think! And then get it reviewed! And that means collaboration happens which leads to more ideas..

• Your end users should be a part of this process

Does your SharePoint intranet plan suffer from:

• Boring user interface?

• No branding?

• No dynamic content?

• Poor Information Architecture?

• Unidentified Governance Plan?

• No Communication Plan?

Why do SharePoint Intranets Fail?

• Gartner surveys say that more than 50% of SharePoint implementations fail due to poor user adoption!

If you build it, will they come?

• If your users don’t know how and when to use SharePoint, they won’t!

• WIIFM?!• Will I be more productive if I use this? Or is this just another demand from

management that won’t help me? I have too much work to do already!

• A well thought out End User Adoption plan that includes a good governance plan, good information architecture, and some adoption incentives can help your users understand this.

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

Considerations For Your Plan:• Phased Rollout

Methodology• Governance Strategy• IA Strategy• Communication Plan• Rewards and

Recognition• Training Plan

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

What is SharePoint Governance?

Governance identifies lines of ownership for the business and technical teams

and identifies who is responsible for which areas of the system. The governance plan also establishes rules for appropriate use of the SharePoint environments.

Governance • Governance is a set of roles, responsibilities, and processes that are

put in place in an enterprise to guide the development and the use of a SharePoint solution. These techniques should also align with the enterprise’s culture and goals while enabling teams and individuals to effectively collaborate and share information.

• Key Words:o Enableo Collaborateo Share

Governance for AdoptionStep 1

Establish a governing body for the usage and management of SharePoint environments by:

– Identifying appropriate business owners willing to provide strategic insight and direction

– Identifying appropriate IT infrastructure to provide operational support– Creating effective support system through proper channels of escalation for

end users– Establishing governing usage and maintenance policies and procedures along

the way

Getting Started with Governance in 2013

What to Consider DescriptionUnused Sites What happens to unused sites?

Social Policy Appropriate vs Inappropriate, Liking, Tagging, Following, etc..

Site Management Site Owners need to know how sites will be managed. Are they controlled? Are they managed by the IA?

Site Templates Which templates are available and how will they be used?

Site Request How will users go about asking for a new site? What will be included in the new site (type of template, customizations?)

Change Request/Feedback Model – Support? How is support defined? To whom does the End User address to get answers?

Naming Conventions How will DBs, Servers, etc... be named? It should be consistent.

SharePoint Designer Governing the usage of SPD for editing/designing pages for a common look and feel

Etc!!!

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

What is Information Architecture?IA is your company’s way of describing, organizing and

discovering your content

The Information Architecture Institute describes IA as "the art and science of organizing and labeling websites, intranets, online

communities and software to support usability."

IA tends to include the following:

• Navigation Structure• Metadata Strategy• Site Taxonomy• Search Strategy

IA

• Your information architecture helps users find information in any of three scenarios:

– I know it does exist and I actually know where it is.

– I know it does exists, but I really don’t know where it is.

– I have no idea if it exists.

Why should I care about IA?

• Because End User Adoption relies upon this!

• Usability - Sites that lack a well-thought out IA tend to become desolate. It is difficult to find information because the site navigation is substandard

• Site Management/Administration - A good, thought out IA will help address storage requirements and goals.

Information Architecture

• If SharePoint is difficult to use, confusing to navigate through, and information can’t be found quickly adoption won’t occur!

Agenda• Survey• You need a plan!• Why do SharePoint Intranet’s Fail?• Components of a good End User Adoption Plan• What is SharePoint governance?• What is Information Architecture?• What is gamification?• SharePoint 2013 DEMO• Review and Questions

GamificationGamification is the use of game thinking and game mechanics in a non-game context to engage users and solve problems

Enhance

Skill Speed Collaboration

Achievement Competition Status

Using Gamification

By measuring By Creating By providing

Gamification

• When designed correctly, gamification has proven to be extremely successful and efficient in engaging people and helping them to change behaviors, collaborate, improve skills and solve problems.

demo

Gina Montgomery

VP Business Development

[email protected], 913-217-0211

Abhishek Shanbhag

VP Business Solutions

[email protected], 347-971-7080

Ron Clampitt

Strategic Account Executive

[email protected], 816-914-7023

Thank You!

Contact Us…

Visit www.ACUVATE.com for more info