share point summit may 2012 revised may 15th 2012

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SharePoint 2010 Adoption Best Practices By Ivor Davies And Casey Trujillo with BrainStorm

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Presentation by Casey Trujillo and Ivor Davies on Tuesday May 15th 2012 at the Share

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  • 1. SharePoint 2010 Adoption Best PracticesBy Ivor Davies And Casey Trujillo with BrainStorm

2. SharePoint 2010 Adoption Best Practices Ivor Davies: 10 Years of SharePoint experience 22 Years of IT work within the Province of Ontario (30 years with company) Seasoned IT Professional in SharePoint / Business Intelligence / Project Server / Microsoft Office / Virtualization Social Media Enthusiast (Twitter / LinkedIn / FaceBook / Pinterest) Casey: BrainStorm Account Manager Canada 14 years of experience in end user training ITIL Certified Lover of all things bacon 3. Microsoft PartnershipFacilitators & TrainersMicrosoft Experience Center (MEC/CIE)Partner MEC ProgramCurriculum and Content ContributorsOffice.comHelp in Office productOffice 2010 Buzz Day curriculumRibbon Hero contentProductivity Hub 4. SharePoint 2010 Adoption Agenda SharePoint 2010 Overview Upgrade & Migration Resource Centers Must Have Elements Killer Applications Three Audiences & Perspectives IT Pros Developers End Users End-user Readiness 5. SharePoint Adoption Video 6. Defining the Adoption NeedFrom introduction of Word 1.0 to Word On2003, functionality increased from 50to 300 menu items and from 100 toaverage, only1,500 commands.13% of desktop- Microsoft, 2007software features areCustomers submit feature used.requests for Office- IDC, 20012003, 80% of which arealready in the product. -Microsoft, 2003-2006 Office applications overhaul UIand introduce a Ribbon. - Microsoft, 2007-2010 Longevity is confused with familiarity 7. SharePoint 2010 Feature AreasBusiness ConnectivityRibbon UIServices SharePoint WorkspaceInfoPath Form SharePoint MobileServices Office Client and Office Web App IntegraAccess Services Standards SupportExternal ListsWorkflowSharePoint DesignerVisual Studio CompositesTagging, Tag Cloud, RatingsAPI EnhancementsSocial BookmarkingREST/ATOM/RSS/AJAXBlogs and Wikis/SilverlightMy SitesActivity FeedsPerformancePoint Profiles and ExpertiseServicesOrg BrowserMicrosoft Excel ServicesChart Web PartMicrosoft Visio ServicesEnterprise Content TypesWeb AnalyticsMetadata and NavigationMicrosoft SQL ServerIntegration Document SetsPowerPivotMulti-stage Disposition Social Relevance Audio and Video Content Types Phonetic SearchRemote Blob Storage Navigation List Enhancements FAST Integration Enhanced Pipeline 8. Must-Have ElementsCommunication PlanTraining PlanContent Conversion PlanUser Support PlanIncentives and Reward Planhttp://www.scottjamison.com/blog/Executive Sponsorship Planhttp://www.sharepointpromag.com/blog/sharepoint-pro-by-admins-devs--industry-observers-23/sharepoint/4-tips-engaging-executives-sharepoint-141690Information Architecture Planhttp://blogs.msdn.com/b/joelo/archive/2007/03/16/information-architecture-and-the-information-architect.aspxGovernance Planhttp://technet.microsoft.com/en-us/sharepoint/ff800826 9. Why Killer Applications Matter?Make people want to use SharePointRemember most times they have a choiceHint: just using SharePoint as a file share replacement is not agood reasonMake SharePoint part of critical businessprocess/flowSo they need to use SharePointAdoption curve & tipping pointPoint of implementing SharePoint is toeventually allow Business Users to developtechnology solutions without IT. 10. How to Identify Your Killer Application?Internal user/focus groupsUser ChampionsExecutive SponsorsSurveysMicrosoft Experience Center: http://envisionthepossible.com 11. How do you Inspire? 12. Scorecards & Dashboards 13. ScoreCards & Dashboards 14. Scorecards & Dashboards What: Solution for managing key programs at multiple levels executive, program manager, individual Why: Many project delays & cost overruns How: Targeted dashboard views to get more visibility into where & why delays were occurring with actionable steps Action: Learn more about Business Intelligence in SharePoint: http://tinyurl.com/spinsights Consider Project Server for Portfolio Management: http://tinyurl.com/msprojectserver 15. Enterprise Search & Search 1st Migrationshttp://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/Search-Server.aspx 16. Enterprise Search 17. Enterprise Search & Search 1st Migrations What: Enterprise search unifies finding content across various content sourcesSharePoint, file shares, LOB systems, other content stores Why: People cannot find content locked up in various silos How: Implemented FAST for SharePoint 2010, 1st phase for centralized search while longer term consolidation occurs Action:Learn Enterprise Search in SharePoint http://tinyurl.com/spsearch Tip: Be sure to invest in search: best bets, scopes, reporting, etc. 18. Idea & Innovation Management 19. Idea & Innovation ManagementWhat: Solution for soliciting feedback & responses tocorporate challengesWhy: Need employee, customer & partnerengagement & new ideas in the pipelineHow: Drive adoption by streamlining process forposting ideas, sharing, rating, commentingActionRead about innovation management solutions leveragingSharePoint:http://tinyurl.com/SharePointInnovationhttp://www.microsoft.com/enterprise/solutions/innovation-management/default.aspx#fbid=0vjXvEP3eJU 20. Applying Killer Applications with QuickHelp 21. Users Have Specific Moments of Need Performance support Skill developmentDeploymentMonday Affinity and awareness Training is a process, not an event. 22. Right time. Right audience. Right medium.QuickHelpT MCBTTrainingQuick InstructorStart-LedCardsTraining Features BuzzChange Train-the- Days Benefits Trainer Personalit y 23. Best Practices For CBTs Video training right in the Ribbon Video clips run 1- 4 min Full search functionality In-product performance support Content is where and when users need it 24. Best Practices Quick Start Cards Dont overwhelm the user Step-by-step, full-color instructions Popular features, key board shortcuts Make it easy on the eyes 25. More Tools to Aid in the Process BrainStorm Adoption Kit for SharePoint 2010: Quick Start Card for SharePoint 20106-page quick reference illustrating the primary how-twos to get yourusers up and running on their new software Quick Start Cards for Office 2010A sampling of 6-pages of step-by-step, illustrated instructioncards, available for major Microsoft Office applications Video-Based Training within SharePoint 20103-month trial to QuickHelp, the video training solution deliveringthousands of short, easy-to-search clips right from MicrosoftSharePoint.Video content also available for all Office 2010 26. Additional Resources SharePoint 2010 Adoption Best Practices white paper:http://tinyurl.com/spadopt SharePoint 2010 Usage Best Practices white paper:http://tinyurl.com/spusage End User SharePointhttp://endusersharepoint.com SharePoint Maturity Modelhttp://www.sharepointmaturity.com SharePoint User Groups & SharePoint Saturdays (Toronto SharePoint Saturday is July 7th 2012)http://tinyurl.com/spusershttps://www.facebook.com/groups/116019685496/ Getting Started with SharePoint 2010http://tinyurl.com/sp2010start 27. Additional Resources on Social Media SharePoint 2010 Group on LinkedIn:http://www.linkedin.com/groups/SharePoint-2010-1869506?trk=myg_ugrp_ovr SharePoint 2013 Group on LinkedIn:http://www.linkedin.com/groups?gid=3854668&trk=myg_ugrp_ovr Twitter Hastags for SharePoint 2010#sp2010 / #sharepoint Follow BrainStorm Inc. on Twitter@BrainStormInc Follow Ivor Davies on Twitter@IvorDavies59 50 Must-Follow Tweeters for SharePoint Enthusiasts http://www.topsharepoint.com/50-must-follow- tweeters-for-sharepoint-enthusiasts BrainStorm FaceBook Company Pagehttps://www.facebook.com/enduserexperts 28. Additional ResourcesAnd finally.The SharePoint Adoption Kit Thats why I use SharePoint (fromMicrosoft):http://sharepoint.microsoft.com/i usesharepoint/pages/get-the- kit.aspx 29. Final Thoughts Understand the Challenges Just because you build it, doesnt mean they will come Adoption wont happen magically (even though you want it to) Users of SharePoint have jobs & other options to get their work done (e.g. email) Have a Plan Not having a plan is planning to fail Use one or more anglesCommunication, training, user support, etc) Break SharePoint rollout phases down into smaller digestible chunks Crawl, walk and then run Plan for continual long term engagement Training & communication planning is key 30. And Finally.Interesting quote: "Dont think outside the box.Think like there is no box. 31. Thank You ForAttending