1. Real World Case Study KM Summer Institute June 12-16 2006 Rano Joshi, Vorsite

2. Part 3: Case Study Microsoft Sharepoint Server

3. What We Will Cover • SharePoint Overview • The Real World Business Problem • The SharePoint Based Solution to the Problem • IA Through Navigation • Document Types • Keywords • Thesaurus • What’s New and Improved in SharePoint 2007 KM Summer Institute

4. SharePoint Overview: What is It? • Collaboration and Portal technology from Microsoft • .Net based • Web based UI • Flexible and easily configurable KM Summer Institute

5. SharePoint Overview: What is It For? • Increase business productivity • Enable collaboration across teams • Content storage • Enterprise search • Desktop integration • Single access to multiple data sources KM Summer Institute

6. SharePoint Overview: Key Features • Collaboration sites • Reusable Web Parts • ‘My Site’ • People finder • Enterprise Search • Document Approval KM Summer Institute

7. Case Study:Company Profile • Full Service Advertising Firm • Over 800 Employees • 3 remote locations • Extranet for clients, partners KM Summer Institute

8. Case Study:The Business Challenge • Currently use traditional tools for information management: file shares, Exchange for Email, etc. • Need to get more efficient to work together better, and serve clients with higher degree of quality KM Summer Institute

9. Tools to Work With:Organizational Chart KM Summer Institute

10. Tools to Work With:Metadata Model KM Summer Institute

11. The SharePoint Solution:Turning Theory into Practice • SharePoint offers many opportunities to implement taxonomy • 4 key areas included in this project • Navigation – Organizational Taxonomy • Document Libraries • Keywords • Thesaurus • Could also have used personalization via audiences for content targeting KM Summer Institute

12. The SharePoint Solution:Information Architecture in Navigation • Use the org chart to drive the site definition • Organizational taxonomy • Account Service • Client Teams • Accounting • Creative • Broadcast Production • Creative Services • Design • Print Production KM Summer Institute

13. Demo KM Summer Institute

14. The SharePoint Solution:Document Libraries (Metadata) • Use metadata model to define document profiles in the document library • Metatada is represented as ‘columns’ in SharePoint KM Summer Institute

15. Demo KM Summer Institute

16. The SharePoint Solution:Keywords (Metadata) • Keywords are essentially metadata on web sites • Can implement synonyms for keywords KM Summer Institute

17. Demo KM Summer Institute

18. The SharePoint Solution:Thesaurus (Metadata) • Can use thesaurus files for query expansion • Apply synonyms to search queries KM Summer Institute

19. Demo KM Summer Institute

20. Other Types of Information Objects • Discussions • Lists • Forms • Images • People? • Knowledge is not only contained in content • People have a schema! KM Summer Institute

21. People Have a Schema • Metadata on people • Can be modified and/or pulled from Active Directory KM Summer Institute

22. Demo KM Summer Institute

23. SharePoint 2007 Enhancements • Reusable Content Types • Search Log Analysis • Knowledge Network • Search unstructured data as well as structured data • Increase the importance of metadata – right in the authoring application! KM Summer Institute

24. SharePoint 2007 Enhancements • Reusable Content Types KM Summer Institute

25. SharePoint 2007 Enhancements • Search Log Analysis KM Summer Institute

26. SharePoint 2007 Enhancements • Knowledge Network KM Summer Institute

27. SharePoint 2007 Enhancements • Search unstructured data as well as structured data KM Summer Institute

28. SharePoint 2007 Enhancements • Increase the importance of metadata – right in the authoring application! KM Summer Institute

29. Case Study Conclusion • SharePoint is an excellent tool for solving a variety of business problems • Advertising agency needed to increase efficiency by becoming more organized and implementing a system to provide this organization • Chose SharePoint and specifically 4 features to implement taxonomies for organization • Navigation • Document Libraries • Key Words for Search • Thesaurus Files • Office and SharePoint 2007 build on the theme KM Summer Institute