october 2014 mnspug - member case study part 2

Meeting #118http://sharepointmn.com

Welcome to the

Minnesota SharePoint

User Group

October 8th, 2014

Member Case Studies – Part 2

Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck

Donald Donais


Agenda

• MNSPUG Information

• Beth Beck & Jon Rono – Connexus Energy

Safety Dashboard & Contracts Management Solutions

• Trevor Huinker & Martha Flynn – LifeSource

Yammer with Communication & Collaboration

• Break

• Lucas Struck

Employee Onboarding Solution


User Group Goal / Objectives

Develop and support a local community focused on

Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies

• Transfer knowledge within the community

• Communicate best practices

• Introduce new products / solutions


MNSPUG Sponsors

Wrox Press (www.wrox.com)

O’Reilly (www.oreilly.com)

Dedicated Sponsors

Avtex (www.avtex.com)

Microsoft (www.microsoft.com)

Annual Sponsor

Currently Looking for Sponsorships!

SharePoint User Group Support

http://www.wrox.com/

http://www.oreilly.com/

http://www.avtex.com/

http://www.microsoft.com/


MN SharePoint Users Group Website

• SharePoint Resource Documents

• SharePoint Resource links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

• Past User Group Recordings

• Sponsorship Information

• http://sharepointmn.com

• Email: [email protected]

mailto:[email protected]

mailto:[email protected]


Social Networking

• Linked In group – The most interactive… includes job postings…

Post Job Posting on the Jobs Discussion page

http://www.linkedin.com/groups?gid=1878792

• Twitter tags - @MNSPUG and #MNSPUG

• Yammer – Minnesota SharePoint Users Group

https://www.yammer.com/mnspug/Join Us on Yammer with

some of the presenters to ask questions about their

presentation!

http://www.linkedin.com/groups?gid=1878792

https://www.yammer.com/mnspug/


Upcoming Schedule

• Next Meeting

November 12th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and User Adoption

Panel Discussion

Microsoft Technology Center

Check www.SharePointMN.com for updates!

• Ongoing Schedule

2nd Wednesday of every month

9:00 to 11:30 am

Microsoft Technical Center – Edina

http://www.sharepointmn.com/


Local and Online EventsTwin Cities PowerShell User Group – Oct 14th, 4:30 – 7:00 pm

http://www.tcposhug.com/

MindSurf Conference – October 9th, Minneapolis Convention Center (Pay to attend event)

http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx

Minnesota SharePoint SharePint – Wednesday, October 29th, 4:30 pm Meet at Figlio’s in St Louis Park

SPChat through SharePoint Community – November 5th – Online

http://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis

Minnesota Women in SharePoint – Tuesday, November 18th, 4:00 pm – Location TBD

SharePoint Saturday Twin Cities – November 22nd, Normandale Community College – Registration Just

Opened!

http://spstc.com

http://www.tcposhug.com/

http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx

http://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis

http://spstc.com/


Evaluations & Giveaways!


Presenters


Martha Flynn• LifeSource

• Former nurse, now IT professional

• @mflynnkauth

• [email protected]

Trevor Huinker• Avtex Consulting

• IT Pro Consultant

• @trevorhuinker



Jon Rono• Connexus Energy

• IT Department – Business Technology Services

• Enjoy the Outdoors (Camping, Boating, and Etc..)


• http://www.connexusenergy.com

Beth Beck• Avtex Consulting

• IT Pro Consultant

• Classic car collector of ’64 Studebaker Hawk Gran Turismo (GT)

• @beargal34


• http://blog.avtex.com

http://www.connexusenergy.com/


Lucas Struck• “SharePointing” for 5+ years

• Constantly changing diapers for 4


• http://sharepoint-community.net/profile/LucasStruck


Connexus Energy - Safety Dashboard & Contracts Management Solutions


• Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties.

• Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members and has 250 employees.

• Connexus Energy is an electric cooperative, owned by the members we serve.

• We are local – living and working alongside those we serve.

• Profits are put back into our cooperative to help run the business efficiently. They are also returned to members through the Cash Back program.

• Our Board is made up of cooperative members who are elected by our members in annual elections.

About Connexus Energy


Increasing Productivity Using SharePoint No-

Code at Connexus Energy


CSafe Reports Dashboard Overview – Business Case

Business Case

• At Connexus Energy, Safety is a Core Value

• Ability to identify unsafe event/situation before an injury happens – “A Near Miss”

• Keep cost down, people working , and no fatalities

Requirements

• Central location to analyze all “Near Misses” company wide – Reporting

• Enter “A Near Miss” in the Field, At Home, and In the Office

• Eliminate double entry and Accuracy Issues

• Insert pictures of the situation – “Picture is worth a thousand words”

• Reduce the time required from identification to resolution


CSafe Reports Dashboard Overview – Technology Used

• Technologies Used

SharePoint 2010 Enterprise

InfoPath 2010

SharePoint Designer 2010

• Workflows

• Data View Web Parts

SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode

Report Builder 3.0

Microsoft Excel


CSafe

Dashboard


Report

an

Incident

or Issue


Report an Incident or Issue – Updates and Email Notification


Ranking

and

Resolution


Ranking & Resolution – Updates and Email Notification


Ranking

and

Resolution

– Lock and

Finalize


View All My

Submissions

- Legend

- Sorting

- Filtering

- Grouping


Admin View

- Link to

Reports

- Sorting

- Filtering

- Grouping


SQL Server Reports


CSafe Department Report


CSafe Severity

Report


CSafe Data Export – Part 1


CSafe Data Export – Part 2


CSafe

Report –

Subscription

(Email)


Contracts Site Overview – Business Case

Business Case

One location for all contracts to reside (email, file drawers, doc mgmt. system & Etc…)

Mitigating risk that can negatively impact Connexus or impact an individual is part of every

employee’s role. (Contract and Contract Attachments)

Identify all states and relationships of a contract during its life-cycle

Keep cost down and people working together

Requirements

• Central location for all contracts

• Eliminate document management system – Cost Savings

• Leverage existing Microsoft SharePoint platform

• Relate contracts to contract attachments

• Notification process on contract life cycles or critical events


Contracts Site Overview – Technology Used

• Technologies Used

SharePoint 2010 Enterprise

• SharePoint List Filter Web Parts

SharePoint Designer 2010

• Workflows

SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode

Report Builder 3.0


Contracts Site


New Contract Upload

1

2

3

4


New Contract Email Notification


Critical Notification Email


Contract 30, 60 & 90-Day Expiration Email


Contracts – Attachment Relationship


Contracts – Admin Page


Contracts – Certificate of Insurance


Questions?

Thank You!


LifeSource's New Pulse Using Yammer for

Communication and Collaboration


About LifeSource

• Twin Cities-based non-profit organization dedicated to saving lives through organ

and tissue donation

• Serves nearly seven million people in communities across the Upper Midwest

• Dedicated to working with hospital and community partners to support donor

families, facilitate the donation of organs and tissues to transplant recipients and

encourage the people in these communities to register as donors


Business Need

• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)

• Employee survey showed the following:

Need for more lateral communication, not just top down

More communication sooner, with more information

• Geographically dispersed team-desire to maximize engagement

• Opportunity to transform our all team communication


Options Available

• SharePoint

Announcements

Article Pages

Blogs

Discussion Boards

Newsfeed

• Yammer

All Company Feed

Groups

Topics

Private Messages


Solution

• New Intranet “eSource” that merges the Content Management System strengths

of SharePoint Online with the social computing power of Yammer into a seamless

portal that enables workers to obtain organizational information and collaborate

with others

• SharePoint Online

Yammer embed feeds

• Yammer

All Company feed

Groups

Topics


The Avtex Project Process

Design Build Deploy Accept

DesignDocument the proposed approach, align requirements to the technology and design the solution

BuildImplement design and build solution

DeployValidate and deploy the solution to production

AcceptGain acceptance and transition to support


Implementation

• Design Outcome of Envisioning sessions and Design sessions around Information Architecture, Security,

Social Computing and more• Build

Publishing sites and pages developed for all organizational content Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007

environment prior to content migration Yammer network setup including Groups and Topics for previous eSource content Yammer embed feeds implemented on corresponding SharePoint Online sites

• Deploy Site owners and super users trained on both SharePoint Online and Yammer Content migrated from SharePoint 2007 environment to SharePoint Online using migration utility Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s)

• Accept On our way there


Yammer Embed

• All Company Feed<div id="embedded-feed"

style="height:693px;"></div>

<script

src="https://assets.yammer.com/assets/platform_emb

ed.js"></script>

<script> yam.connect.embedFeed({

container: "#embedded-feed",

network: "life-source.org",

feedType: "group",

feedId: "all",

config: {

header: false}

});

</script>

• Group FeedfeedType: “group”

feedId: “1234567”,

• Topic FeedfeedType: “topic”

feedId: “1234567”,

• Add embed code to Script Editor

Web Part


Resources Slide

• Yammer Customer Success Program

https://about.yammer.com/customer-success-program/

• Yammer Resource Center

https://about.yammer.com/why-yammer/resources/

• Yammer Embed

https://developer.yammer.com/connect/

• Office 365 Customer Success Center

http://success.office.com/

• Office 365 Resources

http://success.office.com/resources


Questions?

Thank You!


Break Time


Case Study – Employee Onboarding


Employee Onboarding Overview

• Manage start dates for new hires

• Provide a consistent experience for Employees

• Assign and manage tasks based on department and facility

• Increase visibility within the organization for new hires


Building Blocks

• Office 365 – SharePoint Online

• Custom List for New Employees

• Custom List for Onboarding Tasks

• Document Library for Resources

• Custom Resource Lists (Facilities and Departments)

• SharePoint Workflows (2010 and 2013)


Onboarding Home Page


Onboarding HomePage


All New Hires


New Hire Calendar


Workflow - Permissions


Workflow - Tasks


Tasks


Task List


Enhancements

Enhancement 1 – Technology Forms - InfoPath

• Create a standardized form for Technology requests that integrates into the Pre-Employment

Phase

Enhancement 2 – User Provisioning – Custom Solution

• Provide Functionality to provision new users within Office 365 directly from the portal

Enhancement 3 – Employee Reviews – Workflow and InfoPath

• Expand the scope of the solution to include ongoing yearly performance reviews for employees.

Enhancement 4 – New Employee Webpart– Search Based Webpart

• Provide a rotating webpart that shows new hires on the Portal Home Page


Questions?

Thank You!


Last But Not Least

• Please Fill Out Evaluations

• Drawings for Giveaways

• Today’s Presenters:

• Beth Beck & Jon Rono

• Trevor Huinker & Martha Flynn

• Lucas Struck

october 2014 mnspug - member case study part 2

Technology

sharepoint community

user group members

minnesota sharepoint

pm location tbd sharepoint

minnesota women

local community focused

job postingspost job

best buy