What’s your Social IQ? –

Succeeding with SharePoint Social

27 April 2013

Chris McNulty & Sadie Van Buren

BlueMetal is the

Special Forces

of software development.

- Adam Ross, NASDAQ

Dell Software | SharePoint

Key Topics

How can we succeed? Decisions & extent

WHAT IS SOCIAL?

And what should it be?

Social By Any Other Name

• Collaboration

• Knowledge Management

• Networking

• Expertise

• Content Creation

• Content Consumption

• Information Management

Portal Design, Then and Now (David Hackett Fischer’s influence)

Roof Hood, 1700s House, Victoria County UK (source: www.victoriacountyhistory.co.uk) © University of London

1700’s 2000’s

Roof Hood, Milton, Massachusetts 2012 (Source: Chris)

Classic SharePoint Information Architecture

Home Portal

Dep't Division

Project/Team Sites

Personal/My Sites

Socially Responsible SharePoint Information Architecture

My Sites

Community Sites

Project and Team Sites

Department Repository

Home

Social is “just” working & talking together, using technology.

Don’t leave it in the wings -- bring it to center stage!

WHY DO IT?

Business Cases for Social

19 Users aren’t satisfied with social functionality to date

15.7% Satisfaction with social, workflow, apps, BI

63% Satisfaction with traditional document collaboration

20 Gains in productivity could be considerable

$900 billion - $1.3 trillion

Potential annual value

added by correctly implementing social technologies in the

consumer packaged goods, consumer finance, professional services, and advanced manufacturing markets

20-25% Rise in productivity of high-skill knowledge workers by fully implementing social technologies

If your organization is…

• Geo-distributed

• Chrono-distributed

• Large in size

• Rife with unbrowseable content

• In need of velocity

• Wishing to preserve context

• Favorable to crowd-sourcing

You have a business case for Social.

Social Functionality in SharePoint 2013

• Collaborate directly in the

social interface

• Use @targets for people

and #hashtags for topics

• Easily post links, docs,

video, pictures and

pictures

• Share “in place” instead of

moving

• Follow people, sites, tags –

and documents

DEMO

WHAT ARE OTHERS DOING?

Social Maturity

People and Communities

Level Competency

500 Optimizing

Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities / conversations extend to external participants.

400 Predictable

Profile fields may integrate with LOB data. MySites are centralized (only one instance). Communities flourish under governance. Community sites are easily discoverable via a directory and Search. Notion of subscription – to groups, topics, people. Org chart is dynamic.

300 Defined

Custom profile fields reflect company culture; photos are updated from central source. MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.

200 Managed

MySites rolled out to pilot groups or users. Out-of-box profiles implemented. Community spaces may be piloted.

100 Initial

Basic profile data imported from AD or other source. MySites host not created. Manually-created org chart is published in SP. Email distribution lists are the hub of community activity.

The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).

26

Unified Community Experience

Individual Needs

Availability of tools enterprise-wide

Social Maturity increases over years of use

Social Maturity is higher for the largest and smallest orgs

Social Maturity is not significantly influenced by budget

Barriers to Greater Maturity – People & Communities Roadblocks: Your Governance/Training Plan should include:

Not as compelling as what’s on the web Training on what is available

Fear that it will be as compelling as what’s on the web File type limits, file upload size limits Web accountability policy

Basic information & photos not available Photo policy, reporting

More complex information not available Integration plan

10/18/12 - #SharePointSym @sadalit #spmaturity

©2010-2012 Sadalit Van Buren 30

Upshot - Take the Assessment!

2/28/2012 - #spmaturity @sadalit #sptechcon

©2010 - 2012 Sadalit Van Buren 31

www.spmaturity.com

HOW DO WE KNOW IT’S WORKING?

Metrics and Reporting

Your Collaboration Tools

Are Generating Data –

Can You Use It?

Specific Measurement

• Use BI to measure

social success

• Social is

distributed – use

profiles as proxy

for all usage

• SQL Server

Reporting Services

sample report

DEMO UPS MEASUREMENT Show how built

Social is harder to measure in complex systems

Case: Global Financial Firm

Environment: SharePoint 2010, NewsGator, ControlPoint

High-level goal:

Measure effectiveness of the collaboration and social tools

• Overall use

• Internal customer satisfaction

• Overhead reduction

• Q&A value

The Solution Must Aggregate Multiple Systems

and Consider Multiple Stakeholders

Goals for the BI solution:

- Centralized

- Timely

- Accurate

- Easy to use

- Targeted to constituent groups

Stakeholders:

- Executives

- Community Managers

- SharePoint Center of Excellence

- IT & User Support

- Human Resources

Questions Go Beyond ROI to

Transformative Nature of These Technologies

What percentage of employees have complete profiles?

Who are the most active contributors?

What are the most active communities?

Who are the most followed individuals?

Who has the most colleagues?

What is the average time to answer a question?

How is the quality of the question and of the answer?

What functionality is NOT being used?

Who is NOT using the systems?

How usable is the data being generated?

Which communities have above or below average participation?

Are people using this to expand their network? Is it increasing their reach?

What percentage are watching vs. creating?

Which tags and activity types are trending?

Which communities is my employee an owner, manager, or member of?

Which of my employees are the most active in communities or Q&A?

All data – slice by title, geographical location, business unit, tool, manager, and many others (22 in all)

Correlate social data to email and phone calls for people in effective communities

Upshot - Get To Know Your Business

You’ve improved collaboration and communication with your social systems –

Now quantify the data.

- Plan for analysis of your social systems

- Identify the constituents, questions and the metrics

- Assess your current state

HOW CAN WE SUCCEED?

Decisions and Extent

Considerations

• Infrastructure

• Administration – Quotas

• IA Complexity – Structural vs.

– organizational vs.

– taxonomical

• Security complexity – then vs. now

• Cultural – Training

– SkyDrive vs. SkyDrive Pro

– Pervasive newsfeed

• External Users – Options

– Gotchas

• Success Factors – Geo/chrono disp

– Tech friendly

– Interactive

Social engineering

SharePoint Social

User Profile Service

Search Office Web

Apps Distributed

Cache

Social Administration - Quotas

• Check quotas based

on errors, usage

patterns

• Default is 100MB

• 1GB probably better!

User training : SkyDrive and SkyDrive Pro

• It’s not: SkyDrive • Free Microsoft file storage in cloud

• SkyDrive Pro (labeled as ‘SkyDrive’) • User personal file storage on SharePoint

2013 OR Office 365

• SkyDrive Pro • Offline clients sync from Office 2013,

Windows 8, iOS coming early 2013 (SPC12, ZDNet)

User training – Learning to share…

• 2010:

– Share by moving copying

or email

• 2013:

– Save a document – to

personal or team site

– Simple way to share it with

everyone – a/k/a ”Share”

IA Complexity

https://collab – web application for extranet My Sites

Customers (managed path)

SharePoint Farm

Sites (managed path)

Customer A (site collection)

https://intranet – web application for intranet

Project 1

Project 2

Project 3

Admin

Customer B (site collection)

Home

Departments

Products

R&D

Product 1

Product 2

Search

Project 1

Project 2

HR

IT

Finance

Person 1

Person 2

Person 3

…

IA Complexity

Lee Mason

VP of

Administrative

Services

Pat Johnson

VP of Product

Development

Alan Smithee

CEO

Matt Bean

Director, R&D

Pamela Reed

Director of HR

Jack Rackham

Director of Sales

Wei-en Chang

Director of IT

Jamie Tyrell

Research

Ana Ng

DB Admin

Jesus Colon

Research

Dan

Cunningham

Director of

Finance

Bob Smith

Research

John Dexter

Research

Greta Bienfang

Research

Steve Vanasse

VP

Brian Harvey

Research

Mark Charette

Research

Jeff Van Ness

Research

Mary Soares

Research

Atul Selva

Director,

Operations

Raj Handattu

Manager

Helen Maldives

Research

IA Complexity

Company

IA Complexity

https://collab – web application for extranet My Sites

Customers (managed path)

SharePoint Farm

Sites (managed path)

Customer A (site collection)

https://intranet – web application for intranet

Project 1

Project 2

Project 3

Admin

Customer B (site collection)

Home

Departments

Products

R&D

Product 1

Product 2

Search

Project 1

Project 2

HR

IT

Finance

Person 1

Person 2

Person 3

…

Lee Mason

VP of

Administrative

Services

Pat Johnson

VP of Product

Development

Alan Smithee

CEO

Matt Bean

Director, R&D

Pamela Reed

Director of HR

Jack Rackham

Director of Sales

Wei-en Chang

Director of IT

Jamie Tyrell

Research

Ana Ng

DB Admin

Jesus Colon

Research

Dan

Cunningham

Director of

Finance

Bob Smith

Research

John Dexter

Research

Greta Bienfang

Research

Steve Vanasse

VP

Brian Harvey

Research

Mark Charette

Research

Jeff Van Ness

Research

Mary Soares

Research

Atul Selva

Director,

Operations

Raj Handattu

Manager

Helen Maldives

Research

Company

Library Permissions, Then and Now

2010 and earlier 2013 and after

User navigation behaviors

Options

Complement/supplement/extend model

- Complement - Colligo

- Dell

- Supplement - NG

- Yammer

- Extend - Neudesic Pulse

Future Decisions

• SP vNext (2014)

• Yammer

– Office 365 – Newsfeed will have the option to connect to

Yammer.

– On-premises – necessarily becomes a hybrid approach w/cloud

Upshot – Now or Later?

• Are you ready to move to SP 2013 social now, or willing to

wait?

thank you!

• Questions and Next Steps

• This deck:

http://sdrv.ms/Z02dbW

• Giveaway!

• Sadie (@Sadalit)

– svanburen@bluemetal.com

– http://amatterofdegree.typepad.com

– www.spmaturity.com

• Chris (@cmcnulty2000)

– Chris_mcnulty@dell.com

– http://www.chrismcnulty.net/blog

More information

• Today’s Session -

http://sdrv.ms/Z02dbW

• SharePoint architecture design

patterns in Chris’ e-book entitled

SharePoint 2010 Consultant’s

Handbook – A Practical Field Guide

– Get your free copy here

http://www.quest.com/get-chris-book