fostering enterprise collaboration, web 2.0 and good governance with share point
TRANSCRIPT
OU
R P
AS
SIO
N
We think the Internet and the adoption
of trends on the Internet are a leading
Indicator for the upcoming innovations in
the Enterprise. We are passionate about
helping our customers Interpret, leverage
and maximize the business benefits of
these incremental or disruptive trends
and making it a reality in their operating
environment.
Be a leader in the adoption of new and
significant trends in the technology
marketplace that influence our
customer’s business. Pace ourselves to
the Urgent needs of our customers. Be a
Trusted Advisor. Add Value to every
relationship.
Our Service Offerings
• End to End SharePoint Deployment
Services
• SharePoint Application Development
• Social Platforms & Social Media
• Intranets 2.0
• Project Management & Collaboration
• Business Intelligence Applications
Technologies
• Microsoft SharePoint
• Microsoft SQL Server
• Microsoft Project Server
• Microsoft .NET
• Open source Platforms – Drupal, Joomla
• SilverLight , Flash & Adobe AIR platform
FEATURED CUSTOMERS
Uncompromising focus on the success of
every relationship, project and solution.
We go the extra mile, stay the extra night
in our quest to help our customers
achieve the 110% results from the
investments they are making with us and
the solutions we build.
Our Product Areas
• Commerce Applications for
SharePoint
• SharePoint Add-Ons and Widgets
OU
R V
ISIO
NO
UR
VA
LU
E
PARTNERSHIPS
Enterprise 2.0 Technology Solutions & SupportWe have built Enterprise 2.0 solutions like Enterprise Portals, Web Platforms, Knowledge Management Systems, Collaboration Solutions, Content Management Solutions, E-Commerce and Procurement Solutions, Vendor and Supply Chain Collaboration Solutions, among others
Recent CustomersThe Smithsonian Institution, International Speedway Corporation, Boeing, and Build-A-Bear.
Enterprise 2.0 Technology Solutions &
Support
Optimus BT Advantage
Optimus BT
Advantage
Enterprise 2.0 Technology Solutions & SupportWe have built Enterprise 2.0 solutions like Enterprise Portals, Web Platforms, Knowledge Management Systems, Collaboration Solutions, Content Management Solutions, E-Commerce and Procurement Solutions, Vendor and Supply Chain Collaboration Solutions, among others
Recent CustomersThe Smithsonian Institution, International Speedway Corporation, Boeing, and Build-A-Bear.
Original Research & Industry AnalysisOur analysts and research team engage in complete and thorough research & industry analysis to validate the overall approach of the solution. Based on this, we will generate ideas that will drive the features and detailed design of the solution.
Recent CustomersBoeing, The Smithsonian Institution, Cadreas, Build-A-Bear, Fleet Safety International
User Experience & Rich Applications DesignWe complement our foundation of research services with a balanced approach to design. Our talented and experienced consultants leverage research-driven principles, business best practices and creativity to provide immersive, powerful intuitive user experiences that will delight your users.
Recent CustomersCadreas, Capitol Visitors Center (CVC), EEI
User Experience & Rich Applications
Design
Enterprise 2.0 Technology Solutions &
Support
Optimus BT Advantage
Optimus BT
Advantage
Enterprise 2.0 Technology Solutions & SupportWe have built Enterprise 2.0 solutions like Enterprise Portals, Web Platforms, Knowledge Management Systems, Collaboration Solutions, Content Management Solutions, E-Commerce and Procurement Solutions, Vendor and Supply Chain Collaboration Solutions, among others
Recent CustomersThe Smithsonian Institution, International Speedway Corporation, Boeing, and Build-A-Bear.
Original Research & Industry AnalysisOur analysts and research team engage in complete and thorough research & industry analysis to validate the overall approach of the solution. Based on this, we will generate ideas that will drive the features and detailed design of the solution.
Recent CustomersBoeing, The Smithsonian Institution, Cadreas, Build-A-Bear, Fleet Safety International
User Experience & Rich Applications DesignWe complement our foundation of research services with a balanced approach to design. Our talented and experienced consultants leverage research-driven principles, business best practices and creativity to provide immersive, powerful intuitive user experiences that will delight your users.
Recent CustomersCadreas, Capitol Visitors Center (CVC), EEI
Social Marketing InfrastructureOur approach for implementing Enterprise 2.0 applications and internet websites include integration and adoption of social marketing and industry best practice considerations into the design and technical infrastructure of the solutions.
Recent CustomersBoyden, Smithsonian Institution, Cadreas, Build A Bear, Emerson Hospitals
Social Marketing Infrastructure
User Experience & Rich Applications
Design
Enterprise 2.0 Technology Solutions &
Support
Optimus BT Advantage
Optimus BT
Advantage
Enterprise 2.0 Technology Solutions & SupportWe have built Enterprise 2.0 solutions like Enterprise Portals, Web Platforms, Knowledge Management Systems, Collaboration Solutions, Content Management Solutions, E-Commerce and Procurement Solutions, Vendor and Supply Chain Collaboration Solutions, among others
Recent CustomersThe Smithsonian Institution, International Speedway Corporation, Boeing, and Build-A-Bear.
Original Research & Industry AnalysisOur analysts and research team engage in complete and thorough research & industry analysis to validate the overall approach of the solution. Based on this, we will generate ideas that will drive the features and detailed design of the solution.
Recent CustomersBoeing, The Smithsonian Institution, Cadreas, Build-A-Bear, Fleet Safety InternationalSocial Marketing
Infrastructure
User Experience & Rich Applications
Design
Enterprise 2.0 Technology Solutions &
Support
Original Research & Industry Analysis
Optimus BT Advantage
Optimus BT
Advantage
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
The Overall Spectrum of Collaboration within
an Enterprise
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
The Current State of Enterprise Collaboration– Most of the collaboration within enterprises are done through emails,
boardroom meetings and other disparate mechanisms
– Users don’t have access to a centralized collaboration environment
where they easily collaborate on various artifacts like documents and issues
through active commenting, discussions, rating etc.
– There is no concept of a Collaboration workspaces using which users can
easily create ad-hoc and focused collaboration workspaces, upload and
author information and make decisions that are towards achieving focused
goals
– There is no mechanisms within the organization where a group of
individuals can form collaboration communities to share and manage
ideas and knowledge and contribute value added information to the entire
organization
– Collaboration is not integrated as a part of the various activities involved
in setting up and executing the strategic directions, goals and objectives
of the organization through efficient trickle down and roll up mechanisms
– Due to the inherent and random nature of collaboration, it is difficult to
monitor, track and govern the collaboration environment – which if
implemented would have led to a empowered workforce capable of making
informed decisions within their work related areas
Co
mm
on
In
tern
al
Co
lla
bo
rati
on
To
ols
Calendars
Excel
Sheets
Emails
File
Folders
The Marketing Department
The Finance & Operations
Department
The IT Department
The HR Department
External Users
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
The Ideal Implementation of Enterprise Collaboration
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
The Current vs. Emerging Trends in Enterprise
Collaboration
1 Current Emerging Needs & Trends
Objectives Instill formal processes for collaboration with a focus to streamline communication at the levels of projects, teams, groups and business units
Benefit projects and processes through collaboration Scale of collaboration limited to specific groups within
the enterprise
Integrate collaboration across the organization in a centralized, consistent and open manner
Promote skilled resource identification and retention, knowledge betterment and reduced learning curves
Instill proactive and participative collaboration culture across the enterprise
Make collaboration a part of the user’s everyday work and not a separate activity
Scale collaboration to a global level, within and outside the enterprise
Collaboration Drivers Streamline collaboration and communication at project, team and group levels
Have a clear record of communication that occurred between the collaborating parties
Break the barriers of collaboration in terms of cultural and geographic aspects of the users due to globalization and outsourcing to offshore locations
Create a flatter structure of information and knowledge sharing within and outside the enterprise
Collaboration Structure Hierarchical Structure Top Down approach
Flat Structure Free form but properly governed
Collaboration Scale Project, Team, Group and Business Unit specific Enterprise and Global Scale
The Current vs. Emerging Trends in Enterprise
Collaboration
Current Emerging Needs & Trends
Collaboration Approach Highly Formal and in silos with focus on immediate objectives
Integrated, Informal and Participative with a focus on the complete picture
“Round table” based Improvement of the formal collaboration process due
to informal collaboration
Collaboration Culture Command and Control Need to know basis and only work related
Social and community based Open and learning and knowledge related
Collaboration Roles Director, Manager, Coordinator, participant Peer, Expert, Moderator, Colleague
User Enablement Formal meetings, on boarding sessions Open brainstorming, blogging, discussions, comments and social Collaboration
Collaboration Tools Primarily Emails and Meeting notes Web 2.0 tools, Blogs, Wikis, Social Tools, Discussion Boards, Tweets, knowledge Networks among others
Collaboration Systems Multiple disjoint systems that enable collaboration on specific types of artifacts
Implemented based on ad-hoc collaboration needs of departments / specific groups of people without a big picture collaboration strategy in mind
Centralized, single interface systems for collaboration on all types of artifacts with consistent tools and user experiences capable of integrating collaboration artifacts from backend sources
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
An Overview of Microsoft SharePoint
General
Employees
Executive
Business Users
Customers,
Partners. Etc.
Departmental
Users
SAAS
Providers
Application
Databases
Profile Stores
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Rich Media
Experience
Document
Managment
Content and
Metadata Mgmt
Personalization
and Choice
Contextual
Information
Delivery
Mashup Apps
and Web 2.0
Dashboards
and Reporting
Extensible
Search
Collaboration
Communities
Workflow and
Forms
Automation
Business
Solutions
Web Enabled
Applications
Microsoft
SharePoint
Microsoft SharePoint helps your organization to fill in the gaps that exist in collaboration, information utilization and management, knowledge management and process automation among others.
SharePoint can be the one platform that can help bring together content, data, processes, knowledge and people in a centralized fashion – helping improve the organizational productivity and efficiency
Stats on SharePoint Adoption within Organizations
Does/Did Your
Organization Deploy
SharePoint in a
Production Capacity?
Source: AIIM State of the Market – Microsoft SharePoint
• Indicate the Scope and Level of
Use of the SharePoint
Applications in Your
Organization
Source: AIIM State of the Market –Microsoft SharePoint
Stats on SharePoint Adoption within Organizations
Rank the Degree to Which Your Organization Uses the Following SharePoint Functionality
Source: AIIM State of the Market – Microsoft SharePoint
Stats on SharePoint Adoption within Organizations
Indicate the Level to Which SharePoint is Used in the Following Business Processes
Source: AIIM State of the Market – Microsoft SharePoint
Stats on SharePoint Adoption within Organizations
Which collaboration
platform do you use
MOST for
team/project sites?
Source: AIIM industry watch – Collaboration and Enterprise 2.0
Features of SharePoint
Microsoft
SharePoint
Sites
Communities
Content
Search
Insights
Composites
SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites
CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner
Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.
CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner
InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion
SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores
Collaboration Features of SharePoint
Feature MOSS 2007 SharePoint 2010 Description
Tagging & Rating= <
SharePoint 2010 provides inbuilt web parts and features for allowing users to tag and rate content
RSS< P
Improvements include enhancements of RSS output from SharePoint – from an content, format and security standpoint
Mobile Support< P
Includes native clients for iPhone and Blackberry
MicroBlogging= <
Lightweight conversation with community integration, comments, liking email notifications and summaries
Activity Streams= <
Aggregation of events from across all the SharePoint sites including community actions, microblogging, commenting, third party status updates from facebook, twitter etc.,
People, Profile & Expertise Management < P
Integrated tightly with Social Networking
Connectivity< P
Users will be able to connect and work with peers – online or offline
Rich Media Integration= <
Out of the box rich media support (beyond just having document libraries)
Metadata Management< P
Automatic extraction of metadata from images, configuring a folder to automatically add tag content with a specific tag, support for folksonomies, and the addition of the Enterprise Managed Metadata service
< Out of the Box = Not Available P Improved Feature
Collaboration Features of SharePoint
Feature MOSS 2007 SharePoint 2010 Description
Blogs & Wikis< <
Improved with better features for content authoring, support for images and built-in workflows
Social Bookmarking= <
Enables end users to bookmark and share favorite sites, pages, documents among others
People & Expertise Search< <
Capture knowledge not found in documents using People & Expertise
Common Connector Framework for indexing & Federation < <
Securely connect out of the box to content from sources across the enterprise
Scale & Performance via improved topology architecture < <
Meet the scalability & performance needs of Enterprise and departments
Build Search Powered Applications < <
Leverage publicly available query object model & web parts for extensibility
Refinement panel & Sorting= <
Narrow down the search and navigate to the right content faster
Search in Context= <
Field different results and refinement options based on the user profile
Social Behavior improves relevance = <
Includes document ranking based on click through behavior
< Out of the Box = Not Available P Improved Feature
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
Implementation of a Social Knowledge Collaboration
Solution with SharePoint for one of the World’s Largest
Aircraft Manufacturing organizations
The Need
Integrate and centralize enterprise knowledge and allow for a socially
collaborative environment for users to author, disseminate, share and
collaborate on knowledge artifacts with experts and peers
The Solution
Concepting, design and planning workshops with the customers to
assess the user profiles and knowledge collaboration needs
Development of the user experience by utilizing the best practices
of Web 2.0 and social collaboration
Implementation of the tools for easy authoring, publishing and
management of information. Integration of contextual actions at the
knowledge artifact level
Case Study – Knowledge Collaboration
Activity StreamThe Activity Stream provides the logged in user with the recent happenings on the portal
NavigationA simplified navigation scheme that allows users to find information in a quick and easy fashion
Web 2.0 DesignCompletely customized
portal design to incorporate the best of
Web 2.0 design for delightful user
experienceI want to…
Configurable action links that are delivered to the users in context of their
work
Popular Search Keywords
Another type of navigation allowing
users to find knowledge artifacts using keyword
based navigation
Site MapSite map provides a
secondary level of navigation to the users
Case Study – Knowledge Collaboration
TopicsTopics allow for broad categorization of knowledge artifacts and also aid in quickly finding information through the portal
Contextual LinksAllows users to take contextual actions based on the knowledge artifact
Find ExpertsSearches for experts on the topic allowing users
to collaborate with the right type of people for
the topic
Case Study – Knowledge Collaboration
Rich Media IntegrationThe portal provides mechanisms to store, upload and stream rich media like videos and audio files, as well as provides the ability for users to provide comments, discuss and rate each individual knowledge artifact
ShareAllows users to share knowledge artifacts with others
Case Study – Knowledge Collaboration
Metadata & TaxonomyIntegrated Taxonomy and Folksonomymechanisms to allow users to easily categorize and collaborate on knowledge artifacts.
TargetingAllows for targeting and
collaborating with the right people within the organization
Case Study – Knowledge Collaboration
Experts!Allows users to connect with experts, and build their social network and communities within the organization
• Click this link if you like to contact us for an envisioning
session
• Interested in learning more about our services?
Continue with the presentation
Just a Moment please!
The Need
To centralize Collaboration functionalities across the entire organization and
implement tools for Flatter Collaboration structure including communities,
Social Networking and collaborative Knowledge Management
The Solution
Implementation of the solution with SharePoint as the platform of choice
Customization and extensions to SharePoint in built features of content
management, document management, blogs, wikis, my sites, workflows among
others
Implementation of re-usable self service Web 2.0 design based productivity
tools for enterprise wide calendaring, staff directory management, classifieds,
scrapbook, feedback, location map, dynamic global tab navigation, multi tab web
part among other components
Implementation of centralized community management solution
Implementation of a Web 2.0 based Enterprise
Collaboration Intranet with SharePoint for One of the
Largest Museum Institutions Based out of Washington D.C.
Case Study – Community Collaboration Solution
Customized Branding and User ExperienceThe website user experience was customized using master pages and page layouts. This allowed for the creation of page and site templates which could be easily used to replicate the branding across the website.
Top Searched KeywordsEasy access to the top search keywords that are being used by end users across the organization
Rich media IntegrationIntegration of upcoming videos, latest training videos, event videos among others to be delivered online to the end users
Quick LinksProvides quick access to commonly
used links within the Intranet Portal
Event CalendarQuick view of calendar displaying
the event dates, as well as provides a filter on the events due today
Case Study – Community Collaboration Solution
SearchThe Portal featured a custom search web part that would contextually and securely pull up information stored away within the community sites.
Self Service Site CreationSimple links were provided on the community portal to allow end users to request for the creation of new community sites and view the statuses of their requests
Collaboration Site listingDisplays all the available collaboration sites to which the user has access to and is a participant
Case Study – Community Collaboration Solution
Site Creation Request FormThe online form provided end users with a simple mechanism to request for the creation of new committee site. The form consists of the appropriate metadata and workflow configurations.
Case Study – Community Collaboration Solution
The Community Site TemplateA standard site template was utilized to create any community sites within the intranet. The site template provided pre-defined, pre-configured web parts and content buckets which could be then populated by the end users based on the community needs
Implementation of a Vendor Collaboration Portal for
Licensing Management with SharePoint for one of the
World’s largest Toy Manufacturing company based
out of US
The Need
To implement a centralized vendor collaboration environment to allow
vendors to easily interact with internal teams and be a integrated part of the
organizational collaboration processes.
The Solution
Design sessions to develop the design and user interface concept for
the licensing portal implementation
Implementation of the environment to include internal and external
user authentication and the readiness of the infrastructure from a
collaboration standpoint
Implementation of the features and functionalities of the portal
including catalogs, workflows, notifications and personalization features
Case Study – Licensing Collaboration Portal
Featured ProductsDisplays the set of featured
products based on the login of the licensee company contact
News & EventsKeeps the external user up to
date on the various organizational news and
events
Case Study – Licensing Collaboration Portal
My ProductsDisplays the list of products
that the licensee organizatoinhas signed up for
Product SearchProvides quick and filtered
access to information across the licensing portal
Case Study – Licensing Collaboration Portal
Collaboration WorkflowsCollaboration workflows allow
licensees and the company to work together on approvals, reviews,
changes and feedback
CommentingAllows for providing comments
on the workflows and synchronizes collaboration and
communication in a recorded manner
Case Study – Licensing Collaboration Portal
Workflow StatusesProvides up to date
information on the various workflows and workflow
statuses between the licensee and the company
Implementation of a Online Design Build Community
Solution with SharePoint for one of the leading
Construction Product Manufacturers based out of US
The NeedTo develop a community based product that can bring together designers,
architects, products and end users on a single platform capable of massive
collaboration
The Solution Product design sessions with the customer to gather detailed
requirements for the implementation
Creation of the backend information storage an linking databases
utilizing the SharePoint infrastructure
Development of custom web parts like the inspirations gallery for an
interactive, Web 2.0 based and social networking experience
Research, recommendation and implementation of best of breed
collaboration features of the internet like bookmarking, profile
management, commenting and discussions among others in to the product.
Case Study – Licensing Collaboration Portal
Featured ProjectsDisplays the top 3 projects that are featured by
the customer, and expect larger participation by the users
The Design – Build Community Interface
The Interactive interface provides the entry point for different types of users including architects, designers, potential buyers and
product companies to log into the system to collaborate on various projects, share ideas and
post their project designs
Ad SpaceA placeholder for displaying relevant ads
through the website
Case Study – Licensing Collaboration Portal
The Inspirations GalleryThe inspirations gallery is a complete catalog of all the design projects. The users can Browse through the catalog using filters
Favorite the projects to their personalized “My Inspiration” gallery
Share inspiration designs on networking sites like twitter
Purchase designs
Post comments and messages on the gallery items
Rate gallery items
Upload their designs
Interact with designers and architects
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
Governing your SharePoint Environment - Overview
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Governing your SharePoint Environment -
Operational
Quota templates A quota template consists of values that specify how much data can be stored in a site collection. The value also indicates the limit that triggers an e-mail alert to the site collection administrator. Quotas can be associated with sites that are offered at various service levels to govern the growth of your SharePoint environment. You can also set limits on the maximum size of uploaded files available per Sites.
Self-service provisioningUsers can be enabled to create their own top-level Web sites by visiting to the Site Creation page and supplying data about the site’s intended usage. The site can then be provisioned based on a custom workflow. For various levels of service, we can govern the size of such sites and control their longevity.
Customization policyA primary benefit of using sites that are based on Office SharePoint Server is the ability of site owners to customize them. For example, site owners might change a site's appearance or provide new functionality, such as a custom Web part or workflow. Carefully consider the amount of customization that is allowed and supported at each level of service, because some types of customizations are global to the server farm. For example, services that allow self-service site creation may include thousands of sites that share a single Web application. In this instance, you could limit customizations to only those supported by the user interface, such as adding Web parts to pages.
Governing your SharePoint Environment -
Operational
Asset classificationA classification system can be designed and implemented for sites and content supported by your service that identifies the value of the information to our organization. For example, using metadata, we could classify content as having high, moderate, or low business value. Each classification would then cause other behaviors – for example you could require that high value content be transferred only in encrypted form, or you could require that an approval process be run on medium impact content before it can be published on a public-facing Web site.
Lifecycle managementLifecycle guidelines should be defined for tools, active and unused sites. For lower service levels, you could, for example, implement a mechanism that lets only site owners create sites that last six months before the user would have to extend the request for the site. Also, you can implement a tool that looks for sites that have not been used for a specified period of time and deletes them. Lifecycle management also means integrating your service with the records management tools and processes in place in the organization.
Branding and templatesA site template is a set of saved customizations on a site definition. We can choose which site templates to make available, especially for lower levels of your service, in which the owner cannot substantially customize the site. Use site templates to provide branding and other elements that identify the purpose of the site and associate it with the portals.
Governing your SharePoint Environment -
Operational
Data protectionFeatures that provide data protection include backup and recovery. We can vary the level of data protection you offer based on the service levels we provide (where higher levels may require charges to the site owner). For each level of service, plan the frequency at which you will back up sites and the response time you will guarantee for restoring sites.
TrainingA well-trained user community provides benefits to IT. It reduces support calls, encourages adoption, helps ensure proper use of Prism 2.0 Intranet, and helps users understand their responsibilities in using the Office SharePoint Server service. For each level of service, consider requiring the appropriate level of training. Even for a basic service, users with site administration privileges will have access to many features that affect the functionality of the site.
Governing your SharePoint Environment – IT
Services
Site templatesSite templates are a set of customizations applied to a site definition. By using a site template, an Office SharePoint Server service can promote consistent branding, site structure, and layout in the sites that users create. You can create customized site templates for provisioning sites and use them instead of the templates that are included in Office SharePoint Server as part of your Office SharePoint Server service.
LocksLocks prevent users from either adding content to a site collection or using the site collection at all. For example, you may lock a site that violates of a usage policy.
WorkflowsWorkflows are programs that implement business processes for users of a Office SharePoint Server site. They are associated with items in the site, such as documents, forms, or list items. Workflows have many applications as part of an IT service. For example, you can use a workflow to provision a new site, track a support issue, or take action when a site's quota is exceeded.
Governing your SharePoint Environment – IT
Services
FeaturesA feature is a container for various defined extensions for Office SharePoint Server 2007 and Windows SharePoint Services 3.0, and is composed of a set of XML files that are deployed to Web servers. You can deploy a feature as a part of a site definition or a solution package, and you can individually activate a feature in Office SharePoint Server sites.
Records managementRecords management is the process by which an organization determines what types of information should be considered records, how records should be managed while they are active, and for how long each type of record should be retained. Records management includes the performance of records-related tasks such as disposing of expired records, or locating and protecting records related to external events such as lawsuits.
Governing your SharePoint Environment – IA
Content typesContent types enable enterprises to organize, manage, and handle content in a consistent way. They define the attributes of a type of list item, document, or folder. Each content type can specify metadata properties to associate with items of its type, available workflows, templates, and information management policies. Use content types to encourage consistent information management policies, metadata requirements, and other policies. To govern content types, consider associating event receivers and workflows with the forms that are used to modify the content types. As a result, changes to a content type are validated and approved.
Content approvalContent approval is the method by which site members with approver permissions control the publication of content. A document draft awaiting content approval is in a pending state. When an approver reviews the document and approves the content, it becomes available for viewing by site users with read permissions. A document library owner can enable content approval for a document library or Web pages library and can optionally associate a workflow with the library to run the approval process.
Governing your SharePoint Environment – IA
VersioningVersioning is the method by which successive iterations of a document are numbered and saved in Office SharePoint Server. As a governance tool, versioning prevents users with read permissions from viewing drafts of documents.
Site Content and Structure pageThe Site Content and Structure page in the top-level site in a site collection manages the content and structure of a SharePoint site collection. Because site navigation in Office SharePoint Server is based by default on the hierarchy of sites and sub sites, this feature can also be used to configure site navigation. When porting a Web site to Office SharePoint Server 2007, you can use the Site Content and Structure page to restructure the site to match your enterprise's needs.
Governing your SharePoint Environment - IA
Information management policiesAn information management policy is a set of rules for a type of content, or for a location where content is stored, where each rule in a policy is a policy feature. For example, an information management policy feature could specify how long a type of content should be retained, or it could provide document auditing. Information management policies enable you to control who can access your organizational information, what they can do with it, and how long the information should be retained.
Information rights managementInformation Rights Management (IRM) enables content creators to control and protect their documents. The contents of documents that use IRM are encrypted and supplied with an issuance license that imposes restrictions on users.
Blocked file typesWe can restrict files from being uploaded or downloaded to a server by basing the restriction on their file name extension. For example, you can block files that have the .exe extension, because such files can be run on the client computer and may contain malicious software.
Governing your SharePoint Environment – Help
Desk
End users can raise tickets through phone, online web interface, fax etc.
These tickets may be resolved by content owners, Help desk personnel or in a collaborative effort. They provide the first level of support to the user.
Unresolved issues are escalated to the developer community for further support
Unresolved issues are escalated to the developer community for a resolution.
Help files and knowledge management documents should be available for all users.
Measurement & Control
Content: Ownership, expiration management, authenticity management etc.
Infrastructure: Performance Optimization, Capacity Planning, Upgrades
User: User support, User habits, New requirements and requests
Governing your SharePoint Environment – Help
Desk
Standards and Procedures Organization: Mission and Values, internal standards and policies adherence etc.
Site: Branding, Navigation Standards, IA standards, Security Procedures, Archival, Content Expiration
Education: Training, knowledge management, transparency in information sharing
Compliance Adherence Accessibility: Section 508 Compliance, User experience, other governmental regulations.
Technology: Web design standard compliance, adherence to changing trends in technology
Governing your SharePoint Environment –
Administrative
General Administrative Governance Activities
Managing the Sites in the farm.
Managing Site Settings features
Performance and Capacity Management
Troubleshooting MOSS 2007 Server Performance Issues
Disk Space Management
Diagnostics and Log management
Application Service Management
Managing SharePoint features, Solutions, Web parts, Templates and alerts
Site cleanup
Governing your SharePoint Environment –
Administrative
General Administrative Governance Activities
Configuration and Content database management
User and groups provisioning and management
Monitoring Sites and Servers
Configuration of authentication providers
Users and Group management
Governing your SharePoint Environment –
Administrative
Backup and Recovery
Back up the server farm
Recover the server farm
Recover the configuration and Central Administration databases
Back up Web applications
Back up site collections
Back up content databases
Schedule backups
Protecting and recovering data for a site
Content versioning
Governing your SharePoint Environment –
Administrative
Backup and Recovery
Database Integrity
Incoming/ outgoing email settings
spam/ antivirus configuration
Alternate access mapping
Enable and Configure Versioning
Configuring and Managing Recycle Bin
Site Usage management
Governing your SharePoint Environment –
Administrative
Password Management
SQL Server (MSSQLSERVER) service
SQL Server Agent (MSSQLSERVER) service
SQL Server Full Text Search (MSSQLSERVER) service [optional]
SharePoint Central Administration Web application pool
Windows SharePoint Services Search service
The default access account
Windows SharePoint Services Timer service
Application pool identity for all Web applications used by Windows SharePoint Services 3.0
Global CollaborationEnterprise Wide Collaboration
Customer/partner/vendor
Collaboration
Peer to Peer Collaboration
Departmental Collaboration
Group Collaboration
Team Collaboration
Informal Collaboration Formal / Informal Collaboration Formal Collaboration
Ad-Hoc collaboration, usually done
based on the interests and task in hand
of the individuals
Collaboration is done as “Water Cooler”
conversations with on demand
exchange of information
Highly informal making it difficult to
account for, monitor and track
Most of the cases, this type of
collaboration occurs between people
who know each other personally, or
through their work relationship
This is the very basic type of
collaboration within organizations
A combination of formal and informal collaboration, partly guided
and partly at random
Formal collaboration occurs when the whole team / department or
the group is working towards achieving focused goals
Informal collaboration occurs when the need arises to satisfy the
individual work or delivery related goals
The collaboration is of medium complexity, confined within the
boundaries of individual departments, teams and groups
Completely formal approach for collaboration and includes
higher complexities and governance models to be in place
Guided by clearly defined processes for communication and
collaboration and larger groups of people spread across
various locations are involved
This type also takes into account the cultural aspects and
issues that need to be accounted in order for the
collaboration to be seamless
Individuals
Groups
Teams
Departments
Customer/partner/vendor
Global Presence
Enterprise
The Enterprise Collaboration
Platform
Departmental
Portals
Community Sites
& Workspaces
Team Sites &
Workspaces
My Sites and
Social Networks
Enterprise
Collaboration
Intranet
Global Collaboration
Portals
Collaboration
Extranets
The “Round Table” Collaboration Network
Blogs
WikisDiscussions
Comments Social Networks
Communities
Team Sites
Collaboration
Extranets
Collaboration
Intranets
Web 2.0
Tools
Folksonomies
Document
Collaboration
A Network of collaboratively
connected individuals,
teams and groups that
continuously contribute to
the overall organizational
goals, objectives, strategies
and process improvement
Collaboration Portals
Collaboration portals that embed tools and
applications allowing specific set of people
to collaborate, share and contribute. These
portals in turn are integrated as part of the
overall collaboration scheme of the
organization
The Centralized Collaboration Environment
A Centralized location within the Enterprise
infrastructure that is used to store the end
product of individual collaboration efforts.
Provides tools and utilities that will promote
corporate and enterprise wide collaboration
My Sites & Social Networks
Sites for Individuals within
organization to allow social
connections and ad-hoc
collaboration at an individual
level
Application
Databases
Business Critical
Systems
Microsoft Office
SharePoint Server
2007
Knowledge
Sharing
Document
Managment
Content and
Metadata Mgmt
Calendaring
Contextual
Information
Delivery
Task
Management
Business
Solutions
Microsoft
SharePoint
Tools &
Applications
Workflows
Business
Intelligence
Extensible
Search
Collaboration
Internet
Teams
Key
Stakeholders
Clients
Operational
SharePoint Governance Considerations
Quota Templates
Self Service Provisioning
Customization Policies
Asset Classification
Lifecycle Management
Branding & Templates
Data Protection
Training
IT Services
Site Templates
Locks
Workflows
Features
Records Management
Information Architecture Features
Content Types
Content Approval
Site Content & Structure
Information Mgmt
Policies
Information Rights Mgmt
Blocked File Types
Help Desk
Ticketing
Issue Management
Escalation Paths
Routing Workflows
Measurement & control
Standards & Procedures
Compliance Adherence
Administrative
Backup & Recovery
Disaster Management
Data Integrity
Email Settings
Anti Virus / Spam
Recycle Bin
Site Usage Mgmt
Password Mgmt
Phase 1 Phase 2 Phase 3
Setup of Enterprise Collaboration Components and Sites and Taxonomy
Structures
Implementation of Business Workflows
Implementation of Centralized Reporting and Business Intelligence Functionalities and
Dashboards
A Reference Roadmap to get started!
Setup Collaboration Environment
Content Management & Collaborative
Business Processes
Data Integration & Reporting
Enterprise Information Management
Enterprise Knowledge
Management
Centralized infrastructure for enterprise collaboration
Allows users to setup their collaboration sites and libraries
Users get acquainted to the features and functionalities of SharePoint
Documents and information get uploaded to a centralized location
Using content management capabilities to enhance information authoring and sharing
Integration of taxonomy and folksonomy structures for a flatter collaboration culture
Automation of enterprise business processes through collaborative solutions with workflows
One platform for collaboration, information management and processes
Integration of records management and compliance applications
Collaborative applications for quality assurance
Integration of collaboration with the strategy, goals and objectives of the organization
Implementation of knowledge management specific applications, portals and tools
Utilization of Web 2.0 based tools for easy authoring, publishing and dissemination of information
Knowledge and skills retention and reduced learning curves
Integration of accountability and secure transparency of enterprise information
Self service based reporting to allow users to make informed decisions
Centralization of enterprise data through a single portal interface in a secure manner
Governance
Thank YouNext steps,
• Contact us for an envisioning session
• Learn more about our services
• Download the presentation
• Spread the word around
Meanwhile, if you have further questions, or would like to know more about our services, please
don’t hesitate to give us a call at (770) 569 1240 ext:114, or send an email to
[email protected] with your queries.