You’ve Deployed SharePoint. …Now What?

2. Director, Microsoft Corporation You’ve Deployed SharePoint. …Now What? Richard Riley

3. Agenda • The SharePoint “Journey” • Understanding what you’ve got and what you can do • Driving End User Adoption • This session is not going to be technical • Its about understanding the possibilities of SharePointthrough examples of how we use the product internally at Microsoft and direct customer experience

4. SharePoint Server 2010 Sites Composites Communities Deliver the Best Productivity Experience Cut Costs with a Unified Infrastructure Content Insights Rapidly Respond to Business Needs Search

5. The SharePoint “Journey” part 1Starting with core capabilities… Security e-discovery Records Management Governance and Compliance Content Repository Taxonomy Rights Management • CONTENT MANAGEMENT AS INFRASTRUCTURE

6. The SharePoint “Journey” part 2Deploy and deepen specific workloads… Office Tools Communication Tools Intranet/Extranet or Team Sites Security Social Tools e-discovery Records Management Search Governance and Compliance Content Repository Taxonomy Collaboration Tools Rights Management • SOCIAL • CONTENT MANAGEMENT • CONTENT MANAGEMENT AS INFRASTRUCTURE

7. The SharePoint “Journey” part 3Investigating cross workload solutions and technologies… Composite Applications Workflow Office Tools Communication Tools Intranet/Extranet or Team Sites eForms Security Social Tools e-discovery Records Management Search Governance and Compliance LOB Systems Content Repository Taxonomy Collaboration Tools Rights Management • SOCIAL • CONTENT MANAGEMENT • TAILORED • BUSINESS APPLICATIONS • CONTENT MANAGEMENT AS INFRASTRUCTURE

8. The SharePoint Journey part 4App consolidation and LOB integration… Composite Applications Workflow Office Tools Communication Tools Industry Solutions Horizontal Solutions Intranet/Extranet or Team Sites eForms Financial Service Healthcare Government Retail Manufacturing Product Development IT HR Sales & Marketing Customer Service Security Social Tools e-discovery Records Management LOB Integration Search Governance and Compliance LOB Systems Content Repository Taxonomy Collaboration Tools Rights Management • SOCIAL • CONTENT MANAGEMENT • TAILORED • BUSINESS APPLICATIONS • CONTENT MANAGEMENT AS INFRASTRUCTURE

9. The SharePoint “Journey” getting to part 4Define your requirements and put SharePoint to work. • Workload and platform adoption • Collaboration • Enterprise Content Management • Social Computing • Enterprise Search • Intranet & Internet • Composites • IT Platform Maturity • Awareness & Training • Governance & Operations • Application Rationalization & Consolidation

10. CollaborationStart With… • The correct logical and physical architecture • Performance profile is unique & size appropriately • Dedicated web apps for team sites • Understand Backup & Restore • A well understood governance and security model • Decide on a model, open, closed, somewhere in the middle • Decide on a strategy for the migration of file shares • Understand & plan for Office Client deployment

11. CollaborationThink about… • Creating custom site Templates and features • Theming/branding site templates • Deploying Office Web Apps • Deploying SharePoint Workspace • Enabling SharePoint Designer and training users • Deploying and configuring Information Rights Management

15. Improving User Adoption: Collaboration • Understand the business and get the business involved • Clearly understood requirements = adoption • Use Self-Service Site Provisioning for collaboration sites • Custom “activity” templates drive usage • Establish a “SharePoint Resource Center” for users • Identify and train “SharePoint Community Champions” • Reward and highlight usage • Get users engaged outside of the technology • Determine Name of Intranet contest • Choose Best Design/Branding Option

16. Enterprise Content ManagementStart with… • Understanding your business requirements • Getting end users and business buy-in • Without end users and business buy in you’ll get nowhere • Planning for Scale and Capacity • Plan big, start small • Defining and configuring Enterprise Metadata Management • Terms & Keywords • Defining and configuring content policies and content types • Disposition, content types, mandatory/automatic metadata • Configuring Search

17. Enterprise Content ManagementThink about… • Migrating existing content • Do not drag and drop! Be precise. • Enabling the Content Organizer • Works great with managed Office Client save locations • Building advanced reporting • Building a custom ECM front end • Knowledge repository • Custom user experience for high volume libraries • Extend Search to create custom experience • Configuring ediscovery

21. SocialStart with… • Getting executive level sponsorship for the project • This is usually a pre-requisite, this is not generally IT led • Be clear about your goals and success criteria • The correct logical and physical architecture • Deploy My Site Farms and UPS based on geography • Use dedicated Content DB’s and web apps for My Sites • Configuring User Profile Sync • Getting good profile data from the beginning is key • Configuring people search • Educating your users

22. SocialThink about… • Customizing the branding • A custom UI can drive adoption • Building/buying new capabilities • Customizing People Search results and actions • Customizing the Blog & Wiki experience • Deploying the Outlook Social Connector • Adds a new social experience in email • Deploying Lync for integrated presence & messaging • When paired up with voice Lync & SharePoint are great together

26. Improving User Adoption: Social • Start with a diverse employee advisory committee prior to deployment • Provide an active way to gather feedback • Use it yourself, be an advocate! • Prove the value • Research, studies, anecdotal feedback • Seed the social network and Tag corpus • Agree and Develop the process for handling concerns and escalations

27. Intranet & InternetStart with… • A reason for people to visit, engage with your users • Spend some quality time on branding • Hire/contract some design talent • Accurately represent your corportate culture • Planning the correct logical and physical architecture • Content deployment • Caching • Multilingual & Variations • Security hardening • Understand the Content By Query Web Part inside out

28. Intranet & InternetThink about… • Creating a conversation with your users • Add interactivity • Building custom controls • Using enterprise search as the hook • Appointing an editorial team to keep content updated • Understand your relationship with social media • Both internally and externally • Be a good neighbor • Acknowledge, support and federate

35. CompositesStart with… • Understanding what composite applications are • No code SharePoint Application • Built using the browser & SharePoint Designer • InfoPath, Access & Visio Services, Workflow, BCS • SharePoint lists and libraries • Building an IT high visibility, low risk application • Hardware procurement, IT services status, … • Auditing the LOB apps you having running today • Understand what they do

36. CompositesThink about… • Empowering users to build their own composites • Create a library of reusable “modules” • Deploy BCS and make connections available • Start a program of app consolidation and rationaliaztion • Move from composite apps to full solutions

38. Improving User Adoption: Composites • Educate • Empower • Evangelize

39. SearchStart with… • Planning the topology for capacity and performance • Search is the most complex to design, read the instructions • Understand your users • Many capabilities such as synonyms will require their input • Understanding the content you want to index/federate from • What connectors do you need • Customizing the search experience • Managed properties, scopes, best bets • Monitor and refine relevance content sources

40. SearchThink about… • Customizing and extending the search UI • This can have a dramatic effect on usability (both ways) • Indexing LOB data • Create customer/partner/product dashboard pages • Building search driven apps & integration • Create unique experiences powered by search • Making a plan for relevancy • How to improve, test and monitor

41. Improving User Adoption: Search • Perception is key for Search • You only get a few chances before users give up • Consider limited pilot testing • Simplify the User Experience • It takes only a couple of seconds for a user to decide if the right result is on the page • Study the query logs • Critical to understanding what users are actually doing • Will tell you if you have the right content sources

44. Summary • Using more workloads and going deeper in existing workloads represents a key milestone • Using and deploying SharePoint as a Platform will get the largest long term ROI. • End-User Adoption is Key • IT Staff Awareness and Expertise is Paramount • Identify High Impact / Low Cost Areas to Improve Upon • Continue improving the user experience and business functionality on a regular basis!

45. Questions? • Richard Riley • Director, Technical Product Management, SharePoint • rriley@microsoft.com • http://sharepoint.microsoft.com/blog/ • You can ask your questions at “Ask the expert” zone within an hour after end of this session