CASE STUDY: NEW NAMING CONVENTION IN SHAREPOINTDavid Schlachter

INTRODUCTION

File Renamer

File Renamer

File Renamer

File Renamer Demo

Server-side Validation

Server-side Validation

Server-side Validation

Analytics

Word

Visio

Excel

Other

PDF

PowerPoint

U Drive: Files by type

Word

Visio

Excel

Other

PDF

Pow-er-

Point

Email

Old SharePoint: Files by type

May 15, 2014 May 22, 2014 May 29, 2014 June 5, 2014 June 12, 2014 June 19, 2014 June 26, 2014 July 3, 20140

500

1000

1500

2000

2500

Good files names vs. total files in new SharePoint site over time

Total Files

Good Names

U Drive

SharePoint (Renewal Group)

0 100 200 300 400 500 600 700 800 900 1000

Files in the old U drive and in the current SharePoint site: breakdown by modification date

This Week

Last Month

3 Months

6 Months

More than 6 months

Analytics

Training• Many approaches needed:

• Software (renamer, validator)• Group (meetings, demonstrations)• Individual (one on one help)• Emails, Documentation

Consistency• Case study: needed to change 2000 file names — again!• Accomplished simply and programmatically:

CONCLUSION

More ideas• All content from today available free at

https://www.davidschlachter.com/IM• Resources to help generate new ideas