SharePoint

Use Cases and Adoption Checklist

SharePoint Use Cases/Benefits

Document Storage

Real Time Collaboration

Company Announcements

Document Version Control

Wiki

Expenses management

HR portal

Policy Document Management

PortalsExtranet

Intranet

Business Intelligence

Case Management

Supplier Extranet

Enterprise Search

Calendar Management

Partner Network

Virtual Learning Environment

Jobs Board

Organisation Charts

Company Events Listings

Video Library

Staff Directory

Workflows / Automation

• Simple sharing and seamless collaboration • Inform and connect your organization • Intelligence and insights

SharePoint Adoption Checklist

Have a clear strategy Release functionality in phases Create a governanec plan

Review existing systems in place Establish challenges SharePoint will addressGet executive support and buy-inEstablish a timeframeCarry out stakeholder workshopsDetermine metrics to measure successCreate a pilot group for testing releases

Train Super Users in detailTrain top management so they become evangelists Create handover guides and documents

Plan how staff will be trained on system updatesEnsure staff are clear on what to do when they need training help or supportEstablish online community support and help for proactive problem solving

Analyse current contentEstablish Information Architecture Create wireframe designsEnsure templates for consistent brandingCarry out any user experience testing

Ensure staff know why SharePoint is being implementedShow buy-in from the topCreate a go-live communication planEstablish how updates will be communicated Create a Yammer group

Plan what order features will be released

Select simplest and most effective changes to start to gain buy-inIdentify SharePoint Champions or Super UsersTest initial releases on a pilot group

Create a governance strategy Store governance strategy in a central locationSchedule reviews of your governance plan

Release sneak peeks to staffCreate a countdown to go-liveAllow staff to create their own content Have a plan so the homepage changes regularlyShow staff how it will save them time

Measure success metrics, such as usage Allow staff to submit feedback and suggestions Provide recognition for successful use and contribution Send staff surveys to check user success

Establish how SharePoint will be supported (in-house or through partner)Decide how updates will be managedHave a dedicated contact for each pageHave a long-term roadmap in place

Invest in SharePoint branding

Create a communication plan

Generate excitement

Create a training plan

Measure success

Have a support plan

Ensure training documentation is easy to find

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