Innovating Ways to Migrate Corporate Content WITH your Customers

Jamie ChampagneInnovation Manager

13 MAR 2013

Lessons learned from Bank of Hawaii’s SharePoint team to consider working WITH your customers to migrate to SharePoint

• An approach – to be applied IF it works for you• Applies to new migrations to SharePoint and

SharePoint upgrades

An Approach to SharePoint Migration

Know Your Users

Before You Start…

What SharePoint Can Do

What Your Users Do

How Your Users Use SharePoint Today

What They Need to Do

Know Your Role What They Want to Do

Bank of Hawaii’s Approach – Power Users• Know the Business Units• Identify an Eager and Determined

Representative• Train them, support them, train them again• Help them identify their needs• Plan with them• Walk through the plan WITH them• Follow-up with them

The “Three Kings”

Time

Environment

People

Why We Chose This Approach

• People– Minimal Staff– Motivated Employees

• Time– Amount of content

• Environment– Regulations Changing Often– Willingness to put content in hands of users

Obstacles Encountered

• People– Are they the right person?

o Motivation, business knowledge, comfort level with technology

• TIME!!!– Schedule training– Time to identify content– Refine (or Define!) current processes

• Environment– New Regulations force Changes– Risk Adverse, approvals on EVERYTHING

What to Consider

• People– Business Employees– Your Employees

• Time– Time to train, practice, build, test, feedback, share

• Environment – Business Priorities, regulations