SP Business Suite Deployment Kick-off

2. SP Business Suite Deployment Kick-off

4. Service Requests PROJECTS SharePoint / Microsoft Office/ 365

5. Agenda • Objectives • Preparation and Training • Installation • Develop a Plan • Define Skin / Branding • Introduce Concept to Organization • Prioritize Modules • Configuration at the Module Level • On-going Improvements • Support

6. Objectives • Set and meet organization expectations • Gain acceptance of entire organization • The collaboration platform (SharePoint / Office) • Your Intranet / Self-Service infrastructure • Make it easy for employees to do business • Provide productivity improvements for department(s) staff • Create a visibility and measurement for Management • Use SPMP resources as productively as possible

7. Preparation • Setup / Provide Healthy SharePoint Platform / Environment • On-Premise • Foundation, Server, Enterprise • SharePoint 2010 SP 2 • SharePoint 2013 • SPMP needs Site Collection Administrator permission • SharePoint Configuration • Enable Sandbox Solutions • Turn-on Incoming and Outgoing email • IMPORTANT – Direct Access to Site Collection • In the Cloud – Office 365 / Third Party • SharePoint 2013 preferred • SPMP needs Site Collection Administrator permission • Where to install Suite (site collection, level) • Options • SharePoint Health Check (partner) • SharePoint Managed Services (partner) • Appoint an Administrator – Take SharePoint training (www.Lynda.com)

8. Training Required • Application Administrator • SharePoint Power User Need to know: Basic understanding of SharePoint sites, libraries, lists, views and page editing. Also user permissions. Understand Application portal site structures, forms, and chart web parts. • End-users Basic Navigation and use of libraries and lists. • Tools available: www.spmarketplace.com/training.html, Customer Portal

9. Installation • Need direct access – preferred or Online Meeting (burns hours) • Existing or new Site Collection • Upload solutions in Gallery • Activate solutions • Create Permission Groups • Create Sites • Basic Setup • Navigation – Menus, links etc. • Initial Users – Admin • Review with Administrator

10. Develop a Plan • Develop Overall Deployment Plan • Determine what areas / departments will be needed • Branding • Prioritize modules • Intranet • Employee Self-Service • IT • HR • Projects • Set a time-line – (use Project Tracker?) • Introduction program for Department management • Detailed Configuration by module – Configuration Worksheets • Beta cycle for each module – the go production.

11. Branding / Skin • Consult your branding person (often Marketing) • Session with SPMP to get basic look and feel requirements • Logo • Corporate colors, look from External Site • SPMP will provide a couple of templates to choose from • We have to configure and purchase templates so we need to limit it to 2 • iterations • Apply Branding to Suite • Branding can be used beyond SPMP Suite if desired

12. Introduce Concept to Organization • Get Top Management buy-in • Central point for communications / employee services • Reduce manual processes and walk-in / email requests • Visibility into what Service Department Productivity • Allow employees to focus on business rather than admin • Introduce Concept to Departments • Watch out for “Department Blinders”, looking from department out rather than employee view • Do not try and replace core systems if embedded deeply, work with those. • Educate on the Department Portal Concept • Create a demonstration for the Organization • Create a video or demo site.

13. Prioritize Modules • Don’t “boil the ocean”, do a progressive deployment • Suggested Approach • Intranet Portal – to show power / collaboration / look and feel • Assign a content person • IT Support – because you are in control of that • Department Portals – pick a couple to deploy • HR and ESS – most productive for employees • Project Tracker – when you want, goes across departments • CRM (Suite A) – Treat as a separate deployment • Work with each department closely • Use Configuration Worksheets

14. Configuration at Module Level • With suite you get a predefined number of hours with the package. Use it well and you can get much done! • Installation, Branding and 2 hours configuration per module • Meet with each department and get objectives and requirements • Keep it simple to start, you can add more later • SPMP Configuration worksheet • We can power through many configurations in a short time if you use this. • Once initial configuration is done, we will review with team • Get any data in from existing systems (not part of package) • Final tweaks and then roll-out.

15. Module Notes • Role based design • Roles – Employee, Department Staff, Manager, Group Manager, Final Approver • Manager defined in Employee Directory (also override in forms) • Staff and Final Approvers defined by Group membership • Role based design applied • Navigation – top and left menus provide for audiences • Portals • Each portal has two views – Employee and Staff • Employee – redirect to employee portal page (or customer for customer service) • Department Staff is not redirected but sees department portal • Forms • Service Request forms – Employee see General Tab, Department Staff see all tabs. • Can customize forms further for Tab or field level Security • Not using specific function – do not delete function, just hide navigation.

16. Service Request Flow Service Requests

17. Service Request based Modules • IT Support, HR, Departments, Facilities, Customer Service. Employee Staff Redirect

18. Continuous Improvement • Conduct Periodic Reviews with Departments • Data level – are they capturing the data needed? • Business Measurement – Dashboards and Reports • New capabilities – new lists, libraries and views? • Application Updates • New features in forms • New web parts • New SharePoint features to use • Add new custom applications • Same look and feel, integrated with your suite • Contact SP Marketplace for a Quote.

19. Support and Maintenance • Getting Support: • Email – support@ • Customer Portal • SPMP site/Support • Call 888 218 5560 • Resources: • Customer Portal • Doc • tutorials • What is included: • Support for issues or problems with the applications • Bug fixes • Questions about implementation • Question about customizations (related to the application) • What is not included: • SharePoint administration (on-premise or Office 365) • Office 365 administration • SharePoint knowledge • How do I add an user or group? • How do I add a field? • How do I change a list view? • Data Migration • Updates • New versions – update jQuery libraries, web parts and limited application function • You will not lose any configurations or customizations