how social and the cloud impact your governance strategy

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Christian Buckley SharePoint MVP Metalogix How Social and the Cloud Impact Your Governance Strategy

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As organizations look to expand their SharePoint on premises footprint using social, mobile, or cloud based platforms and services, some governance considerations. Presented originally at SharePoint Saturday Virginia Beach 2013 (#SPSVB)

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Page 1: How Social and the Cloud Impact Your Governance Strategy

Christian BuckleySharePoint MVP

Metalogix

How Social and the Cloud Impact Your Governance Strategy

Page 2: How Social and the Cloud Impact Your Governance Strategy

Two of the biggest disruptors impacting your organization are Social and Cloud. The latest social and cloud solutions are not yet as mature as your other enterprise platforms, and managing them comes with hidden costs and as-yet-foreseen impacts.

This session will outline key management and governance fundamentals for social and cloud-based collaboration, and help you to ensure that your systems remain scalable, secure, compliant, and manageable.

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Main Message

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• The rise of the social organization• A shift from infrastructure to cloud• Management and governance practices as our

collaboration platforms rapidly evolve• Questions• Key Points to Take Home

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What I’ll Cover

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Organizations want adoption and engagement

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The Rise of Social

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Facebook ≠ enterprise social

An Avanade global study of enterprise social collaboration trends, analyzing the habits of 4,000 users and 1,000 IT and business decision-makers in 22 countries, found that

• Facebook is twice as popular as SharePoint – 73% to 39%• Facebook is also four times more popular that IBM Open

connections (17%) and six times more popular than Salesforce’s Chatter (12%)

InformationWeek article on Avanade study http://ubm.io/17WDTQs

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Facebook ≠ enterprise social

Of course…

Although Facebook is used by 74% of organizations surveyed, organizations put SharePoint and Chatter (tied at 23%) at the top of their list of deployments for the coming year

When asked about priorities, Facebook fell to the end of the list

InformationWeek article on Avanade study http://ubm.io/17WDTQs

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Small-team collaboration can be fast and effective

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While large-team collaboration can be sluggish and siloed

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• They surface data• They provide context• They extend the search experience• They are increasingly being viewed as the way in

which people communicate

Why are social tools important?

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Where Social Works

Cultural change

Executive adoption

Business alignment

Meaningful measure-

ments

Alignment with structured

collaboration

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Social is more than just technology– As Microsoft says, its about

People, Process and Technology

– It’s about solving a business problem – but with an understanding of your cultural needs

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“Organizational success with social media is fundamentally a

leadership and management challenge, not a technology

implementation.”

The Social Organization, Bradley and McDonald (Gartner)

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The Advent of the Cloud

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As SharePoint continues to expand its footprint, companies are demanding flexible architectures to help them better meet internal and external collaboration needs

• Reducing costs

• Reducing headcount

• Doing more with less

• Focusing less on traditional IT activities and more on activities that will help drive the business forward

Why cloud is important to SharePoint customers

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43%$6.1 billion48%$9 billion

Total spend 2012

Estimated growth of enterprise spending on cloud in 2013

Spend estimated in 2013

Growth of enterprise spending on cloud in 2012

According to Gartner:

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What is driving cloud adoption?

Data anytime, anywhere.

It’s all about self-service.

Bring your own device.

Everything is social.

Built for the business user, not IT.

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Risks with the cloud

model

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According to a 2013 Forbes survey:

of workers used an unsanctioned cloud service for document storage in the last 6 months

41%87%$1.8

of these workers knew their company had policies forbidding such practices

(billion) estimated annual cost to remedy the data loss

New Mobile Survey Reveals 41% of Employees Are Deliberately Leaking Confidential Data http://onforb.es/18h92Nv

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Hang On!

Let’s talk about some real world scenarios

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• Office 365 and SharePoint Online

• Microsoft’s solution for Cloud based collaboration– Includes SharePoint, Yammer,

Exchange, Lync, Office Suite, etc.

• Businesses collaborate from virtually anywhere

• World-class hosting and reliability

• Avoid overhead in managing your own infrastructure

Microsoft in the Cloud

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Infrastructure maintained solely for customer

On premises or off

Managed by the customer, or by a 3rd party hoster

Private Cloud Hybrid Cloud

Multiple infrastructure options

Both on premises and off premises

Management between customer & 3rd party hosters

Infrastructure shared by multiple customers

Off premises

Managed by 3rd party on behalf of customers

Public Cloud

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What about my existing investment in SharePoint?

• Most SharePoint deployments have included customizations to meet critical business needs

– User Management & Administration– Security and Compliance– Auditing, Reporting, Alerting– User Adoption, Records– Branding, etc…

• Consider the business problems you’ve already invested in solving

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Maturity of many cloud platforms

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Questions you should ask:

What happens with permissions?

What are the storage concerns?

Am I able to meet my auditing and compliance requirements?

What are my reporting options?

Is there real-time monitoring?

Can I enforce governance policies?

How do I manage taxonomy?

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What is Governance?

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A 2012 CIO survey by Gartner shows an increasing push in collaboration, analytics, and cloud computing. They predict that by 2016, 20% of CIOs in regulated industries will lose their jobs for failing to implement the discipline of information governance successfully.

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Governance is not a checklist

It’s not something packaged, purchased, and installed

over a weekend

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Governance is about taking action to help your team organize, optimize, and manage your systems and resources.

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StrategyBusiness Requirements

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Business Need Service

GOVERNANCE

Governance is the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organization's business divisions and IT teams cooperate to achieve business goals.

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Identify requirements

Map requirements to SharePoint functionality

Make the difficult decisions

Ongoing operations management

Business Need Service

GOVERNANCE

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Everyone wants an easy button

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The future of SharePoint,Social, and the Cloud

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• Make governance a priority

• Look at your systems holistically (a business view), regardless of where the servers sit (on premises or in the cloud)

• Define what policies, procedures, and metrics are needed to manage your environment, and then look at what is possible across your social tools and platforms

• Clarify and document your permissions, information architecture, templates, content types, taxonomy -- and ownership of each

• Be prepared to regularly iterate on your strategy

Best Practices

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[email protected]

+1 425-246-2823

www.Metalogix.com

www.Buckleyplanet.com

linkedin.com/in/ChristianBuckley/

facebook.com/buckleyplanet/

@buckleyplanet