1-800-551-6989

Automating SharePoint Training & Support

SharePoint Is Important Over 50% of the largest companies use SharePoint (InfoTrends, Inc)

Employees Don’t Use It Only 22% of corporate employees actively use SharePoint (IDC Poll)

Poor Training Prevents Use 43% stated lack of training prevents efficient use. (Osterman Research)

Poor Training Increases Support Costs Average cost of SP support per user projected to be $46/mo. (Osterman Research)

"Each problem has hidden in it an opportunity so powerful that it literally dwarfs the problem." Joseph Sugarman

1-800-551-6989

What percentage of your organization regularly uses SharePoint?

Do users understand the benefits and features of SharePoint?

Are your users efficiently using SharePoint to help with their individual responsibilities?

Are you worried about the potential for IP exposure or loss?

1-800-551-6989

1-800-551-6989

The “build it and launch it” strategy.

1-800-551-6989

The “Train The Trainer” strategy.

1-800-551-6989

Q: If management understands the value of trained employees why don’t they invest more in SharePoint training?

A: Management knows SharePoint Training is a bad business investment.

1-800-551-6989

High Cost + Huge Training Scope x Terrible Retention = Negative ROI

Cost for classroom training per user averages over $1,000 off site and over $300 onsite or online. (Remember, time away from job)

1-800-551-6989

For the end user, SharePoint is BIG. Not complex but Big

1-800-551-6989

Introductory User Training Navigation•Recycle Bin•Search•RSS Feeds•Alerts•Workspaces•Wikis•Discussion

Boards•Blogs - Lists & Libraries & Views•Access Lists and Libraries•Work with List Items and Library items•View, Sort, and Filter Lists and Library items•Connect a List to

Outlook•Connect a List to Access•Export a List to Excel•Understanding RSS Feeds•Create a List•Built-in Lists•Custom List from Excel•Create a Personal List View•Define

Metadata•Check In/Check Out•Version History•Content Approval•Content Types•Workflows•The Ribbon•Site Topology•When to create a site and where?•How to

Create a new Site•Deleting Sites•Navigation•Search•Search Index•Document Workspaces•Meeting Workspaces•Blog Sites•Wikis•Adding Pages to a SharePoint 2010

Site•Adding and Modifying Web Parts•Modifying Navigation

Lists & & Libraries & Views• Create lists & libraries•Manage list & library properties•Create list templates•Create & manage columns•Site columns•Create & manage views•Managed

metadata•Content types•Create & manage site content types•Content type settings•Deploying content types•Document Sets•Connect a list to Access•Connect a list

to Excel•Connect a list to Outlook•Tagging and Social Networking•How to Add and Modify Content•Overview of Default Lists and List Templates•Add, Modify, and Delete Content in

Lists•Sort and Filter Content

Only 10% retention in as little as 30 days!

1-800-551-6989

Google image search: Training retention

1-800-551-6989

1-800-551-6989

1-800-551-6989

If they don’t immediately “use” what they learn,

And use it periodically,

They forget it,

Fast!

Use What?

“Use it or lose it” is true

1-800-551-6989

Site Collections•Navigation•Recycle Bin•Search•RSS Feeds•Alerts•Workspaces•Wikis•Discussion Boards•Blogs - Lists & Libraries &

Views•Define Lists and Libraries and Views•Access Lists and Libraries•Work with List Items and Library items•View, Sort, and Filter Lists and Library items•Connect a List to

Outlook•Connect a List to Access•Export a List to Excel•Understanding RSS Feeds•Create a List•Built-in Lists•Custom List from Excel•Create a Personal List

View•Define Metadata•Check In/Check Out•Version History•Content Approval•Content Types•Workflows•The Ribbon•Site Topology•When to create a site

and where?•How to Create a new Site•Deleting Sites•Navigation•Search•Search Index•Document Workspaces•Meeting Workspaces•Blog Sites•Wikis•Adding Pages to a

SharePoint 2010 Site•Adding and Modifying Web Parts•Modifying Navigation

Lists & & Libraries & Views• Create lists & libraries•Manage list & library properties•Create list templates•Create & manage columns•Site columns•Create & manage

views•Managed metadata•Content types•Create & manage site content types•Content type settings•Deploying content types•Document Sets•Connect a list to

Access•Connect a list to Excel•Connect a list to Outlook•Tagging and Social Networking•How to Add and Modify Content•Overview of Default Lists and List

Templates•Add, Modify, and Delete Content in Lists•

Sort and Filter Content

Use it or lose it!

1-800-551-6989

1-800-551-6989

Management Knows: They’ve been to training too.

Exposed IP Lost IP Over Deployed Environments Legal Issues Poor Adoption User Dissatisfaction Management Dissatisfaction ! High Support Costs

1-800-551-6989

Let the short comings of the previous approach define the solution ◦ Address Cost - Target cost less than $25/pp ◦ Address Retention - Proficiency must increase over time ◦ Address Governance Vacuum - Build in Governance ◦ Address Lost Time - Individual Training available 24/7 ◦ Address IP Security - Included in the Training ◦ Address Legal Liability - Included in the Training

1-800-551-6989

Dedicate a SubSite to SharePoint Training & Support

Create a Curriculum of “Bite Size” Videos

Visitors, Contributors and Site Owners.

Video Training Library includes well crafted Metadata.

Search delivers brief “How to” videos to solve the poor retention issue.

Videos are Recorded in YOUR environment

Utilizing your branding, layout, navigation & structure.

Videos Incorporate your Rules, Policies and Governance into the training.

Include Online Evaluations and Suggestion Box

Provide a Discussion board for Peer to Peer support w IT oversight.

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

Adopts Branding

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure

Introduction/Welcome

◦ The Curriculum The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure

Key Links

◦ The Curriculum The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

A Functional Tour ◦ Video Training Subsite ◦ Tour the Structure ◦ The Curriculum

The Media Library

◦ Search for “help” Results ◦ Discussion Support Forum ◦ Evaluation Form/list ◦ Request “new content” form ◦ Intranet Definitions List

1-800-551-6989

Examples of videos that train while incorporating: ◦ “Introduction” & “Tour”

Custom Branding

Defining Member “Roles”

The Sites Unique Structure, Layout and Navigation

Examples Showcasing Governance & IP Policies ◦ “Library Creation” with:

Naming Conventions

Check Out Required

Versioning Required

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1-800-551-6989

Retention

Governance Vacuum

Lost Time

IP Security

Legal Liability

Cost

1-800-551-6989

Address Training Costs

Automation of 75% of SharePoint Support? ◦ Reduction in $46/mo User Support Cost is a side benefit

1-800-551-6989

Address Retention ◦ Dependence on Retention is Eliminated ◦ Members can refresh exactly the information they need in 5

minutes. Can “View it” in one window while they “Do it” in another.

Provides the strongest type of learning experience.

Frustration eliminated

Productively restored

Adoption reinforced.

1-800-551-6989

Address ◦ Governance Vacuum ◦ Lost Time ◦ IP Security ◦ Legal Liability

Governance Policies, related HR Policies and Legal Policies are

incorporated into the training.

Lost Time is addressed by allowing the employee to take the training as their schedules allow.

1-800-551-6989

If you want to

Maximize Your Intranets ROI Make Your Intranet Self-Supporting

With an iAssistTraining SubSite

Call JFD for a free demo and consultation:

1-800-551-6989 www.JackFrostDesign.com