driving sharepoint adoption - fest chicago 2014

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Driving SharePoint adoption in Your organization Asif Rehmani SharePoint MVP and MCT SharePoint-Videos.com

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Page 1: Driving SharePoint Adoption - Fest Chicago 2014

Driving SharePoint adoption in Your organization

Asif Rehmani

SharePoint MVP and MCT

SharePoint-Videos.com

Page 2: Driving SharePoint Adoption - Fest Chicago 2014

CEO and FounderVisualSP / SharePoint-Videos.comChicagoUSA

Contact

@[email protected]

Author

Trainer and ConsultantSharePoint MVP, MCT

Conference Speaker

Page 3: Driving SharePoint Adoption - Fest Chicago 2014

VisualSP Help Systemwww.VisualSP.com

in-context and on-demand Help for SharePoint users –SharePoint 2010, 2013, Online

Context sensitive Help items:

• Videos • Images/Screenshots

• Documents • Links

Page 4: Driving SharePoint Adoption - Fest Chicago 2014

Come visit us at our booth

Page 5: Driving SharePoint Adoption - Fest Chicago 2014

Giveaways for today’s session

1 Year access to

Page 6: Driving SharePoint Adoption - Fest Chicago 2014

Target audience for this session:

Communications SpecialistIntranet/Web Content ManagerPortal Solutions ManagerSharePoint Guy/Gal

Session level:

100 - Overview

Page 7: Driving SharePoint Adoption - Fest Chicago 2014

Agenda

Discuss why we should care about ‘Adoption’

Overview of current end user support challenges

Strategies to overcome those challenges

Raffle at the end

Page 8: Driving SharePoint Adoption - Fest Chicago 2014

What can SharePoint do for You ?

Page 9: Driving SharePoint Adoption - Fest Chicago 2014

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1. Make you look like a super hero

2. Progress your career

3. Help you get a job in any industry vertical you choose

1. Make you look completely foolish

2. Get you fired

3. Make you change your career and go to a different industry

Page 10: Driving SharePoint Adoption - Fest Chicago 2014

A quick story about technology adoption

The story of a beautiful looking Intranet that didn’t help users

Page 11: Driving SharePoint Adoption - Fest Chicago 2014

Why is adoption of a technology by Information Workers so important!?

Page 12: Driving SharePoint Adoption - Fest Chicago 2014

We built it, but not many came

Page 13: Driving SharePoint Adoption - Fest Chicago 2014

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Adoption of any new technology

A new product has to offer a 9x improvement* over the existing solution in order to be easily adopted.

*Source: Harvard Business School Publishing, 2004

Page 14: Driving SharePoint Adoption - Fest Chicago 2014

© DEVintersection. All rights reserved.http://www.DEVintersection.com 14

Poll: What SharePoint version are you on? (or navigating towards)

2013

2010

2007

Earlier

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Is SharePoint up for the job?

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© DEVintersection. All rights reserved.http://www.DEVintersection.com 16

What can SharePoint do?

Collaboration

Document management

Internal Social Network

Forms

Process Automation (Workflows)

Business Intelligence

Reporting

Search

Metadata Management

Super secret

The next version will even make coffee!

Page 17: Driving SharePoint Adoption - Fest Chicago 2014

SharePoint Intranet Designs

Source:

http://www.steptwo.com.au/columntwo/make-sharepoint-intranets-beautiful/

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© DEVintersection. All rights reserved.http://www.DEVintersection.com 18

Best rated intranets of 2013

70% of 2013 top 10 winners used SharePoint*

* Nielsen Norman Group (expertise in user experience research)

http://www.nngroup.com/articles/intranet-design/

Page 19: Driving SharePoint Adoption - Fest Chicago 2014

Looks like SharePoint is up for the job

Page 20: Driving SharePoint Adoption - Fest Chicago 2014

Now let’s talk about the End User

Who is an End User?

Page 21: Driving SharePoint Adoption - Fest Chicago 2014

End User vs Power User

Information Worker / End User –

A person who uses information to assist in making decisions or taking actions

Power Users –

Computer user who uses advanced features of programs which are not used by the average user (information worker)

Page 22: Driving SharePoint Adoption - Fest Chicago 2014

‘End Users’ – according to webopedia

"The final or ultimate user of a computer system. The end user is the individual who uses the product after it has been fully developed and marketed… users who require a bug-free and finished product… The term end user usually implies an individual with a relatively low level of computer expertise…"

Page 23: Driving SharePoint Adoption - Fest Chicago 2014

Current SharePoint end user support and software adoption challenges

Page 24: Driving SharePoint Adoption - Fest Chicago 2014

SharePoint support person point of view

1. Users ask the same question again and again

2. I don’t have enough hours in the day to support SharePoint users and do my ‘real’ job

3. SharePoint is just one of the ‘x’ systems I support

4. People keep going back to the old way of doing things and not using and adopting our Awesome Intranet the right way

Audience: You guys have anymore you want to share?

Page 25: Driving SharePoint Adoption - Fest Chicago 2014

Coming up:

The quick solution to End User Adoption

Page 26: Driving SharePoint Adoption - Fest Chicago 2014
Page 27: Driving SharePoint Adoption - Fest Chicago 2014

End User point of view

1. I like the way we are currently doing things. Why change it?

2. I don’t want to learn a new technology/software

What they are Really saying is:

WIIFM - What’s In It For Me?

Page 28: Driving SharePoint Adoption - Fest Chicago 2014

The first phone that ‘felt’ smart

Page 29: Driving SharePoint Adoption - Fest Chicago 2014

Remember the magic created with this device?

How did it happen?

Page 30: Driving SharePoint Adoption - Fest Chicago 2014

Components of SharePoint Adoption

1.Get an Executive sponsor

2.End User Training and Support

3.Empowering the Help Desk

4.Building ‘no-code’ solutions and creating ‘no-code’ developers in-house

5.Keep things Fresh!

Page 31: Driving SharePoint Adoption - Fest Chicago 2014

Executive Sponsorship

Page 32: Driving SharePoint Adoption - Fest Chicago 2014

Follow the leader

Top down support is a Must!(otherwise, you might as well call it quits now)

Employees model the behavior of the leader

Page 33: Driving SharePoint Adoption - Fest Chicago 2014

Question

What can an Executive do to show his/her support for SharePoint initiatives?

Page 34: Driving SharePoint Adoption - Fest Chicago 2014

Executive Support in Action

Public proclamation of support and vision for

SharePoint based initiatives

At least one executive should have an internal

active blog

Have executives refuse to accept emails with too many attachments or large attachments or to too many people

Have CXO answer one submitted question a week on the front page of portal

Page 35: Driving SharePoint Adoption - Fest Chicago 2014

End User Training and Support

“If you build it, they will come” is sadly not true for SharePoint

Page 36: Driving SharePoint Adoption - Fest Chicago 2014

Empathy for end users is the key!

What’s in it for them? Why should they care?

Understand before being understood

Seemingly simple things to You might not be as simple to Them

Page 37: Driving SharePoint Adoption - Fest Chicago 2014

What users experience when they come across something they don’t understand in SharePoint

Example

A user sees that a document is checked out in a document library. This person wanted to edit this document.

Steps they take:

1) Look around on the page for any info on what that means and what they can do

2) Ask someone nearby

3) Google/Bing it

4) Email or call help desk

5) Give up (go back to the old system, ask someone else to do it)

Page 38: Driving SharePoint Adoption - Fest Chicago 2014

Sequence of 'training' end users

1. Communicate business goals – weeks or months in advance of a new initiative

2. Clarify how the changes apply to their role

3. Train on software/technology (this usually comes first unfortunately)

Page 39: Driving SharePoint Adoption - Fest Chicago 2014

Cost of “training” users the traditional way

Approx. $115 / user (not counting the time off from work)

for an average 2 day training

Size of Organization Total cost of 2 day training for end users

500 $57,500

1,000 $115,000

2,000 $230,000

5,000 $575,000

10,000 $1,150,000

Page 40: Driving SharePoint Adoption - Fest Chicago 2014

A Bold statement coming up…

A thorough end users Training on SharePoint is a waste of time -Theirs and Yours

Instead…

•Provide kick off/intro training, then frequent awareness sessions in form of lunch and learns

•Provide on-demand quick help - tip sheets, video tutorials and reference documents when users need them

•Provide a reference Knowledge Portal – online or on-premise

After two days of training, people remember

10% of what they read20% of what they hear30% of what they see

Copyright 1999 Open-Book Management Inc.

Page 41: Driving SharePoint Adoption - Fest Chicago 2014

Implement Quick Wins

Page 42: Driving SharePoint Adoption - Fest Chicago 2014

Identify true pain points and focus in on them

(sounds easy, right?)

Page 43: Driving SharePoint Adoption - Fest Chicago 2014

Build Powerful and easy to maintain solutions

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Questions to ask yourself

Correct questions

What do our users need?

What does our business need?

What’s the return on investment long term for those solutions?

Whose going to maintain

Incorrect questions

What can SharePoint do?

How much is the initial cost of the solution?

Page 45: Driving SharePoint Adoption - Fest Chicago 2014

What can SharePoint do for your business?Human resource on-boarding process

Vacation scheduling system

Vendor management portal

Employee training scheduling and materials

Business performance reporting

Company knowledge base

Help desk portal

Inventory tracking

Page 46: Driving SharePoint Adoption - Fest Chicago 2014

Build no-code solutions

Page 47: Driving SharePoint Adoption - Fest Chicago 2014

Why go ‘no-code’?

Possibilities of what you can do are Enormous!

Quick learning curve

Easier ongoing management of solution

Delegate responsibility easily

Page 48: Driving SharePoint Adoption - Fest Chicago 2014

© DEVintersection. All rights reserved.http://www.DEVintersection.com 48

SharePoint Designer 2010

Manipulating Data and List Views

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SharePoint Designer 2013

WorkflowsAutomate business processes

Page 50: Driving SharePoint Adoption - Fest Chicago 2014

Powerful No-Code Apps

Access apps for easy development

Page 51: Driving SharePoint Adoption - Fest Chicago 2014

Self Service Powerful Search

Empower users to discover information

Page 52: Driving SharePoint Adoption - Fest Chicago 2014

Powerful no-code forms

InfoPath based web forms

Page 53: Driving SharePoint Adoption - Fest Chicago 2014

Dynamic Dashboards

PowerView to visualize data

Page 54: Driving SharePoint Adoption - Fest Chicago 2014

© DEVintersection. All rights reserved.http://www.DEVintersection.com 54

More DashboardsPerformancePoint Dashboard Designer

Page 55: Driving SharePoint Adoption - Fest Chicago 2014

© DEVintersection. All rights reserved.http://www.DEVintersection.com 55

And more Dashboards

SQL Server PowerPivot

Page 56: Driving SharePoint Adoption - Fest Chicago 2014

Project ManagementUtilize Project Server to manage projects

Page 57: Driving SharePoint Adoption - Fest Chicago 2014

Use Geolocation column for live mapping

Show maps directly within lists and libraries

Page 58: Driving SharePoint Adoption - Fest Chicago 2014

How do I practice my ideas and concepts?

Watch free videos at:

http://sharepoint-videos.com/video-categories/all-free-videos/

Get a 30 day trial of Office 365

58

Page 59: Driving SharePoint Adoption - Fest Chicago 2014

Empowering the Help Desk

Page 60: Driving SharePoint Adoption - Fest Chicago 2014

Technology Help Desk

Big companies: an internal Help Desk is responsible to deal with All end user technical issues

Small to Medium size companies: sometimes the Help Desk is outsourced

Small companies: It’s Joe or Sarah who is The Help Desk

Are you ‘Joe’ or ‘Sarah’ in your company?

Page 61: Driving SharePoint Adoption - Fest Chicago 2014

Help Desk resource need

1 full time support person every 5,000 people assuming they generate about 25 to 30 problem tickets per week

Page 62: Driving SharePoint Adoption - Fest Chicago 2014

Providing Help to the Help DeskFormal training on SharePoint at the Power User level – browser and no-code

Ability to tap into available knowledge base as needed

Wiki pages and documentation

Video tutorials

Established connections with department/team evangelists

Online resources

Remote consultation with SharePoint experts

Page 63: Driving SharePoint Adoption - Fest Chicago 2014

Keeping it Fresh!

Page 64: Driving SharePoint Adoption - Fest Chicago 2014

Sense of Accountability

SharePoint doesn’t drive culture change, People do! Empower them!

Place owner info on every pageprovides accountability

creates End Users 'comfort' - someone is out there who can help

Page 65: Driving SharePoint Adoption - Fest Chicago 2014

Food related events

SharePointOberfest (Oktoberfest)

CollaBOOration (Halloween)

SharePointgiving (Thanksgiving)

30 for 30 – give us 30 mins and we’ll teach you 30 things (Lunch & Learn)

Page 66: Driving SharePoint Adoption - Fest Chicago 2014

Mini launch and re-launch events

Currently our Intranet is like

But a new one is on the horizon!

Page 67: Driving SharePoint Adoption - Fest Chicago 2014

Useful Widgets on home page

Weather

Traffic

Thought of the day

Page 68: Driving SharePoint Adoption - Fest Chicago 2014

Almost Raffle time

Page 69: Driving SharePoint Adoption - Fest Chicago 2014

Call to Action

Empathize with the end user

Provide end users the Help they need when they need it

Enjoy building awesome no-code solutions on SharePoint

Page 70: Driving SharePoint Adoption - Fest Chicago 2014

Access to All videos on SharePoint-Videos.com

SharePoint topics covered

End User SharePoint Site Administration

InfoPath SharePoint Designer

Workflows Branding

Project management Metadata Management

Access and Access Services Records Management

Business Connectivity Services Search

Reporting JavaScript customizations

• Hundreds of no-code video tutorials

• Fully narrated by SharePoint experts

Page 71: Driving SharePoint Adoption - Fest Chicago 2014

Call to Action

Make sure to have Executive sponsorship first!

Focus on what your business needs are and not what SharePoint can do

Plan to support your end users and help desk

Practice building no-code solutions in a sandbox/play environment

Always keep things Fresh

Thank You!

@[email protected]