creating business value using sharepoint

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Delivering Business Value using SharePoint SharePoint as part of a digital strategy Sharon Richardson Joining Dots @joiningdots #SPEvolves13

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Presented at the SharePoint Evolves conference in London, October 2013. Looking at how to align SharePoint within a digital strategy to deliver business value

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Page 1: Creating business value using SharePoint

Delivering Business Value using SharePoint

SharePoint as part of a digital strategy

Sharon RichardsonJoining Dots

@joiningdots#SPEvolves13

Page 2: Creating business value using SharePoint

ReadMe1st.txt

@joiningdots #SPEvolves13

This presentation was delivered at the SharePoint Evolves event held in London, October 2013. Organised by AvePoint and Combined Knowledge

Content has been modified to cope with Slideshare formatting which means losing animations and removing slides that just don’t come across correctly without the verbal story behind it. You really needed to be there

Short notes have been added to highlight sound bites from the talk

Usual disclaimers apply. All product names, logos and trademarks are the property of their respective owners. Information is provided without warranty or guarantees etc. Use at your own risk…

Notes look like this…

Page 3: Creating business value using SharePoint

Two Types of Project

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New Capability

Enterprise Scale

All IT projects fall into two categories. You are either introducing something new or

scaling an existing solution up/out

Page 4: Creating business value using SharePoint

Two Types of Project

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New CapabilityBottom-UpAdoption

Vision

Introducing brand new ways of working requires a vision. The most successful

approach is to encourage bottom-up adoption. Think big, act small. Learn as you go…

Page 5: Creating business value using SharePoint

Two Types of Project

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Top-DownPriorities

New Capability

Enterprise Scale Strategy

If the new solution is successful, it will reach a point where scale is needed. Top-down

priorities begin to influence decisions. This can include replacing a niche app with a platform

Page 6: Creating business value using SharePoint

Two Types of Project

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New CapabilityBottom-UpAdoption

Enterprise Scale

Tactics

Investment in a platform opens up new opportunities, expanding its use to deliver tactical solutions and introduce more new

capabilities. Creating a cycle

Page 7: Creating business value using SharePoint

Weakest business case is to support a (true) vision. SharePoint is a

platform and platforms aren’t great for heading into the unknown

Platforms are a strategic choice that, when governed well, can create significant

ongoing value through tactics

SharePoint’s value

Vision

Strategy

Tactics

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Page 8: Creating business value using SharePoint

Tactics

Leverage the investment

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Page 9: Creating business value using SharePoint

Case Study

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In 2009, there were 850,000 incidents reported in the UK relating to poor clinical handover of patient care leading, directly or indirectly, to 3,500 deaths

Doctors ranked Barking, Havering and Redbridge University Hospitals NHS Trust (BHRUT) 31st out of 34 London hospitals

Page 10: Creating business value using SharePoint

SharePoint’s value

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Created ‘eHandover’ using SharePoint as a portal connecting patient care systems to improve data recording and ‘end of shift’ handover process

Within 12 months, doctors ranked BHRUT 1st out of 34 London hospitals

All technologies were already deployed

Page 11: Creating business value using SharePoint

SharePoint’s value

@joiningdots #SPEvolves13

Created ‘eHandover’ using SharePoint as a portal connecting patient care systems to improve data recording and ‘end of shift’ handover process

Within 12 months, doctors ranked BHRUT 1st out of 34 London hospitals

All technologies were already deployed

There was no budget to go out and procure new technologies. The team had to work with what was

already in place which meant taking a tactical approach and leveraging existing investments.

Until that point, SharePoint had been deployed as a departmental document management solution

Page 12: Creating business value using SharePoint

SharePoint’s value

Vision

Strategy

TacticsLeverage for unplanned needs

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Seek out opportunities to use SharePoint tactically to improve current business

processes (and practices)

Page 13: Creating business value using SharePoint

Strategy

When to use SharePoint …or not

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Page 14: Creating business value using SharePoint

SharePoint is a Platform

Team-basedActivities

SocialNetwork

Forms-based

Processes

PublishedContent

Consistency / Efficiency

Managed

Expertise / Innovation

Adaptable

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As a platform, SharePoint covers many different scenarios. Some better than others… and it doesn’t mean SharePoint will be the answer to everything. A

good strategy outlines when to use SharePoint and when not to.

Page 15: Creating business value using SharePoint

Enterprise Scale

StructuredSemi-

StructuredUnstructure

dConversation

EnterpriseApplications

Businesstransactions

Forms-based processes

Collaborativedecisions

Documents & web content

Lifecycleretention

SocialFragments

Currentcontext

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Page 16: Creating business value using SharePoint

Enterprise Scale

StructuredSemi-

StructuredUnstructure

dConversation

EnterpriseApplications

Businesstransactions

Forms-based processes

Collaborativedecisions

Documents & web content

Lifecycleretention

SocialFragments

Currentcontext

@joiningdots #SPEvolves13

Content can be categorised under these four headings, each involving different types of processes, management and governance. SharePoint has features that span all four categories. But most companies will have other

technology investments in these areas. Which do you choose to use?

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Example

StructuredSemi-

StructuredUnstructure

d

• CRM: Salesforce

• Finance: Dynamics AX

• HR:PeopleSoft

• Active:SharePoint

• Archived:File share

• IP/RecordsOpenText

?

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A common scenario. Semi-structured content (forms and workflow) features are often included in both enterprise applications and enterprise

content platforms.

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Example

Salesforce SharePoint

Time critical or interim requirement?

YesFeatures available in Salesforce?

Can SharePoint do it?Yes

Investigate alternatives

Semi-Structured

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An example criteria (real-world). Sometimes, tough and unpopular decisions were made. Having a clear strategy provides

direction and resolves conflicts. Focus on outcomes

Page 19: Creating business value using SharePoint

SharePoint’s value

Vision

Strategy

Tactics

Enterprise scale usage guidelines

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Establish a governance framework to guide when, where and how to use SharePoint.

And just as importantly, when not to!

Page 20: Creating business value using SharePoint

Vision

Targeted Business Benefits

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Page 21: Creating business value using SharePoint

What’s the CIO’s mandate?

Leverage Expand Transform Pioneer

Automation & Comms

Integration& Collab

ProcessRedesign

New ways of working

Need to do better

Need to grow

Need to change

Need to innovate

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Page 22: Creating business value using SharePoint

What’s the CIO’s mandate?

Leverage Expand Transform Pioneer

Automation & Comms

Integration& Collab

ProcessRedesign

New ways of working

Need to do better

Need to grow

Need to change

Need to innovate

@joiningdots #SPEvolves13

All organisations go through these phases in a continuous cycle. Is the goal to do better (classic is moving paper forms online), to grow (expanding product and service

ranges, hiring more people), to transform (growth leads to complications, reach a tipping point where simplification is needed to stay competitive), or to pioneer

(industry is facing the ultimate disruption – innovate or head into terminal decline). As innovations become imitated and improved upon, so the cycle begins again…

Page 23: Creating business value using SharePoint

What’s the CIO’s mandate?

Leverage Expand Transform Pioneer

Automation & Comms

Integration& Collab

ProcessRedesign

New ways of working

Need to do better

Need to grow

Need to change

Need to innovate

@joiningdots #SPEvolves13

VisionStrategyTactics

Page 24: Creating business value using SharePoint

Global CIO Survey ResultsBusiness view of IT Leverage Expand Transform Pioneer

Provider of functional technology services 52% 27% 14% 8%

Facilitator of organisational process efficiency

28% 32% 26% 14%

Provider of industry-specific solutions to support business

14% 27% 34% 26%

Critical enabler of business vision

6% 15% 27% 52%

Source: IBM Institute for Business Value

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Page 25: Creating business value using SharePoint

Global CIO Survey ResultsBusiness view of IT Leverage Expand Transform Pioneer

Provider of functional technology services 52% 27% 14% 8%

Facilitator of organisational process efficiency

28% 32% 26% 14%

Provider of industry-specific solutions to support business

14% 27% 34% 26%

Critical enabler of business vision

6% 15% 27% 52%

Source: IBM Institute for Business Value

@joiningdots #SPEvolves13

IT has the strongest correlation with the business perception of IT when being

tactical or visionary, i.e. when technology is enabling or driving the change.

Expand and Transform are strategic. Success is much more dependent on people,

process redesign and the culture of the organisation. Introducing platforms is harder

than most IT projects anticipate.

Page 26: Creating business value using SharePoint

ChooseWisely

Pick the mandate that aligns to business needs today, not the one that sounds the most interesting…

According to the survey, there were strong successes, and

disasters, in all four categories.

Page 27: Creating business value using SharePoint

“It’s cool that our team is part of making the car connected”

Zack Hicks, CIO North America, Toyota

Toyota demonstrating picking the right approach for the right

mandate

Page 28: Creating business value using SharePoint

Strategy: Outsource BAU

StructuredSemi-

StructuredUnstructure

dConversation

Businesstransactions

(Unspecified)

Forms-based processes

Workday

Documents & web content

Office 365AWS

SocialFragments

SalesforceChatter

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”…screwing around worrying about what version of mail I'm on, it's wasted effort.”

Page 29: Creating business value using SharePoint

Strategy: Outsource BAU

StructuredSemi-

StructuredUnstructure

dConversation

Businesstransactions

(Unspecified)

Forms-based processes

Workday

Documents & web content

Office 365AWS

SocialFragments

SalesforceChatter

@joiningdots #SPEvolves13

”…screwing around worrying about what version of mail I'm on, it's wasted effort.”

All standard operations outsourced and standardised where possible. For many orgs, just switching from in-house email to Office 365 creates an instant productivity gain. 25GB mailboxes = end of

wasting time dealing with full inboxes.

Page 30: Creating business value using SharePoint

Vision: The Connected Car

=

Business IT

Azure-hosted apps‘Internet of things’

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The fifth degree of content – IT becomes part of the business

instead of supporting it.

Page 31: Creating business value using SharePoint

SharePoint’s value

Vision

Strategy

TacticsLeverage for unplanned needs

Enterprise scale usage guidelines

Targetedbusiness benefits

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Visions will always be the weakest business case for

using SharePoint. Platforms are not nimble by design and nimbleness is needed when

truly innovating

Page 32: Creating business value using SharePoint

Wrap-up

SharePoint within a Digital Strategy

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Page 33: Creating business value using SharePoint

The Business Case

1. What does the business needto do?

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3. What type of solution is most likely to achieve the chosen mandate?

2. Which technology mandate offers the most potential value?

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Technology Projects

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Vision toinnovate

Strategy to change

Tactics to do better

Bottom-up Adoption

Top-down Priorities

New Capability

Enterprise ‘-ilities’Strategyto grow

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SharePoint’s value

Vision

Strategy

TacticsLeverage for unplanned needs

Enterprise Usage Guidelines

Targeted Business Benefits

@joiningdots #SPEvolves13

Page 36: Creating business value using SharePoint

References

• IBM 2011 Global Chief Information Officers Surveyhttp://www-935.ibm.com/services/c-suite/cio/study/

• Toyota Case Studyhttp://www.businessinsider.com/cloud-computing-toyota-motors-2012-11#ixzz2Qhz2W4af

• BHRUT Case Studyhttp://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=710000001699

• Defining a SharePoint strategyhttp://www.sharepointsharon.com/2013/02/webcast-defining-a-sharepoint-strategy/ @joiningdots #SPEvolves13

Page 37: Creating business value using SharePoint

Thanksfor attending!

Sharon [email protected]

For info and contact details, please visit www.joiningdots.com For SharePoint-specific articles, visit www.sharepointsharon.com