SharePoint 2010 Executive Briefing

1. SharePoint 2010 Executive Briefing Jornata Team Microsoft SharePoint 2010 Executive Briefing

2. About Scott Jamison • CEO of Jornata, a Gold Certified SharePoint & Online partner in the Northeast • Works closely with Microsoft on product planning, business & technical guidance • SharePoint Certified Master • Author: • Essential SharePoint 2007 • Essential SharePoint 2010 • Four whitepapers on SharePoint 2010 Progress. Accelerated.

3. Agenda An executive perspective of SharePoint 2010 The top 5 things you must do to ensure a successful SharePoint rollout The impact of Social Computing Should you consider running SharePoint in the cloud? How SharePoint can help or hurt Compliance What you should consider before you upgrade Progress. Accelerated.

4. Sharepoint 2010: the executive translation Progress. Accelerated.

5. What is SharePoint?

6. Sites “SharePoint delivers a single infrastructure to provide portal and collaboration capabilities across intranet, extranet, and Internet sites. It brings users together to share information, data, and expertise across organizations.” Executive Translation: Let employees be productive Get consistent One platform is more cost-effective than many Progress. Accelerated.

7. Search “SharePoint gives users the ability to find the content, information, and people they need by combining an integrated, easy-to-manage platform with best-of-breed enterprise search technology.” Translation: Finding instead of Searching The Internet is pretty handy Progress. Accelerated.

8. Communities “SharePoint empowers people to work together in ways that are most effective for them. Communities allow people to collaborate in groups, share knowledge and ideas, connect with colleagues, and find information and experts easily.” Translation: People still matter! Millennials get it. Keep them. You have smart people. Value what they can offer. And connect them. Progress. Accelerated.

9. Content “With SharePoint, all users can participate in a governed, compliant content management life cycle. SharePoint makes it possible to expertly balance user experience with policy and process.” Translation: Content is king. Manage it well. Progress. Accelerated.

10. Insights “SharePoint enables users to access and interact with information across unstructured and structured data sources. It empowers users to discover the right people and expertise to make better and more agile business decisions.” Translation: Decisions drive the business. Get it right. Progress. Accelerated.

11. Composites “Users can rapidly respond to business needs by creating their own no-code solutions on-premises or in the cloud, through a rich set of building blocks, tools, and self-service capabilities.” Translation: Custom solutions are expensive. Find a platform to enable your business to be agile. Progress. Accelerated.

12. SharePoint In a Nutshell Solution Examples E-Discovery SOX Compliance • Platform Services: • Workspaces • Workflow • Management • Security • Storage • Topology SEC Filings Corporate Communications HR Onboarding Supply Chain Portal Plant Floor Operations * SharePoint Portal Server 2007 Standard

13. Top 5 Things you must do Progress. Accelerated.

14. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan (for real this time!) IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

15. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

16. Executive Sponsorship/Buy-In • SharePoint adoption is culture-based • It starts at the top! If you don’t believe, neither will your employees • Execs don’t believe? Kill the project. • Don’t treat SharePoint like a glorified file share • Do more with it (see ‘killer app’) • Executive team should have a presence on the SharePoint governance board Progress. Accelerated.

17. Executive Sponsorship/Buy-In • Forrester conducted in-depth interviews • 11 Microsoft customers that have started using the product • They compiled their results into a composite case study • A ‘composite’ 5,000-worker professional services company Progress. Accelerated.

18. Executive Sponsorship/Buy-In • Forrester study shows positive ROI in roughly 9 months Progress. Accelerated.

19. Use Public Statistics On average, workers produce 3GB+ of data per year In a 1,000 person company, lost productivity costs roughly $5M per year 30% of a worker’s day is spent looking for information Source: IDC Progress. Accelerated.

20. Executive Sponsorship/Buy-In • But…don’t just use numbers. Consider the intangibles, too: • Productivity Gains • Employee Retention • Millenials • Community • Competitive Advantage • Use anecdotal evidence during your pilot to get more funding! Progress. Accelerated.

21. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

22. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

23. Identify Your Killer App (or Quick wins) • Do more with SharePoint! • But start out with 1-2 apps of complete awesomeness • Get users excited and wanting more • What’s a killer app? • Search • Dashboards & Scorecards • Podcasting • An Intranet that’s actually useful Progress. Accelerated.

24. Identify your ‘killer’ application Progress. Accelerated.

25. Identify your ‘killer’ application Progress. Accelerated.

26. Identify your ‘killer’ application

27. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

28. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

29. Invest in Planning • Information Architecture (IA) • How you organize your site matters • If it’s not easy to find, users will give up • Branding • Make it look good. Really. • Governance • Tension point between no control and too much control • Executive Buy-In • Compliance • Adoption • If you build it, they might not come… Progress. Accelerated.

30. Without Governance Progress. Accelerated.

31. With Governance Progress. Accelerated.

32. Governance Top Ten List Have a Clear Vision Key Roles and Responsibilities Deployment Model One Size Does Not Fit All Policies Guiding Principles Launch and Roll-out (Adoption) Strategy Content Management Plan Training Plan Governance Plan Document

33. Adoption Doesn’t 'Just Happen' Need to reach critical mass to stay in the game VHS and Betamax: adoption x time critical mass critical mess Tipping point Crossing the Chasm

34. Must-Have Deliverables The deliverables from your rollout should include: Information Architecture – layout and content structure for controlled and easy to use data Governance – plan for maintaining longevity and structural integrity of information Skeletal Test Site – experimental testing installation for user testing and display Custom Branding – Company-branded solution framework Blogs – leadership level messaging for internal communication Progress. Accelerated.

35. Must-Have Deliverables (Cont’d) The deliverables from this project will include: Intranet – internal network for company announcements, community interaction, calendars, document sharing, etc. Search – comprehensive function for finding pages, files, team members, and sites Social – user profiles with proficiency info Migration – all existing user data, documents, pages, etc. will be transferred to the new environment Progress. Accelerated.

36. What Users Want • Connecting SharePoint to Biz Goals • Users want to see the connection • Outcomes, not requirements • Elegant Solution Design • Don’t make users go through five screens to do one task • ‘WIIFM’ • “What’s in it for me?” – users want to understand what they get out of using the system (why they have to add metadata, for example)

37. Your Launch Strategy Communications – persistent Training – don’t underestimate the training requirements for the “paradigm shift;” use “bite sized chunks” Launch and Content Conversion – clean up strategy! User Support – make sure users know who they can call Incentives and Rewards – make it fun! Measurement – for funding and feedback

38. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

39. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

40. Search Must Work Progress. Accelerated.

41. (re-)Invest in Search • You can get enterprise search to work • No, really. • How?: • INVEST IN IT! • Manage search keywords, definitions, best bets • Add acronyms, industry terms • Even if you don’t enable MySites, add user profiles • Tag your content • Use scopes • Make it FAST Progress. Accelerated.

42. Tagging: Authoritative & Social

43. Definitions & Best Bets Progress. Accelerated.

44. People Search & User Profiles Progress. Accelerated.

45. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

46. Top 5 Things You Must Do Executive Sponsorship/Buy-In Identify the ‘killer app’ or Quick Wins Plan IA, Branding, Governance, Adoption (re-)Invest in Search Decide on a Social Strategy Progress. Accelerated.

47. Social Computing in the Workplace 1st Wave 3rdWave: Social Computing 2nd Wave • “Social Computing is not a fad. Nor is it something that will pass you or your company by. Gradually, Social Computing will impact almost every role, at every kind of company, in all parts of the world. Firms should approach Social Computing as an ongoing learning process, using some of the best practices of firms that have successfully taken the first steps.”1 • - Forrester Research • 1 Source: Forrester Research, Inc. “Social Computing - How Networks Erode Institutional Power, And What to Do About It”, February 2006

48. Office Talk 63% of office workers access social networking sites at least once a day. 51% spend 1 hour per week or more on social networking sites when at work. 46% have discussed work related issues on social networking sites. Source: Clearswift as reported in NewScientist 7 April 2007.

49. Net Generation Blend 1946-1964 80 M Baby Boom GenX 46 M 1964-1980 76 M Generation Blend Millennials 1980-2000

50. Your Social Strategy • Go Social with SharePoint 2010 • At the very least: • Enable user profiles • Allow social tagging • Authoritative Tagging vs Social Tagging • Taxonomy vs. Folksonomy • Host an executive blog (and post to it!) • Use an enterprise wiki (and encourage use) Progress. Accelerated.