Presenting SharePoint as a service back to your organization

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Presenting SharePoint as a Service Back to Your Organization Join Jeremy Thake, SharePoint MVP and Chief Architect at AvePoint, and Mary Leigh Mackie, Vice President of Product Marketing at AvePoint, to gain insight into how Microsoft SharePoint can be presented as a service back to your organization. Based on experiences speaking with large enterprise organizations with multiple workloads inside SharePoint, they’ll explain why many organizations have encouraged distributed management of SharePoint across the business rather than centrally managed by the IT department. This session will discuss how to strike a successful balance between top-down control and trusting users to "do the right thing", resulting in a desired distributed management method that complies to policies agreed upon by the organization’s governance committees. Topics such as accountability, restrictions, site lifecycle management, adoption, and return on investment of the service will be highlighted, as well as a review of available solutions to support delivery of SharePoint as a service. You’ll leave with a fresh understanding of: • How organizations are presenting SharePoint as a service • Several of the key services presented to business users • Best practices for measuring adoption and return on investment • Incorporating guidance for optimized information architecture

Transcript of Presenting SharePoint as a service back to your organization

Presenting SharePoint as a Service Back to Your OrganizationJeremy Thake Mary Leigh MackieChief Architect VP of Product Marketing

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

SpeakerAuthor

AvePoint Labs

Chief ArchitectText/Icon/Pic

Jeremy Thake

jthakejeremy.thake@avepoint.com

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

Who owns the site? Is the site still accessed and used?

Is the site still active? Is the content still accurate?

How do we prevent sharing of confidential documents?

Sensitive data stored in unsecureareas? PII?

Business Issues

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Accountability

Quality

Restrictions

Compliance

Presenting SharePoint as a service

Business Issues

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Is there PII content uploaded? Is there content stored that should be in another system?

Search result relevant? Not knowing where to look?

How do I measure SharePoint success?

How do I manage storage growth? What are the SharePoint uptime service level agreements?

Appropriateness

Discoverability

Adoption

Infrastructure

Presenting SharePoint as a service

What is SharePoint Governance?

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

“Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization’s business divisions and I.T. teams cooperate to achieve business goals.”

Microsoft – http://bit.ly/nmNSbj

Presenting SharePoint as a service

IT Governance

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Corporate Governance

IT GovernanceSystem Governance

SharePoint SAP Lotus Notes

Presenting SharePoint as a service

Requirements for IT Governance

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

SharePoint as a ServicePolicy Process

People

Tech

Presenting SharePoint as a service

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

BUSINESS

GOVERNANCE

MANAGEMENT

Communities

Search

Sites

Composites

ContentInsights

SERVICE

How Much Governance is Needed?

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Personal/My Sites

Governance

Visi

bilit

y

Project/Team Sites

Community Sites

Portal

Presenting SharePoint as a service

People

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

IT

Architects

IT Operations

SharePoint Admins

Intranet owners

Departmental owners

Functional owners

BusinessOwners

Finance

Legal

HR

Corp Communications

Management Information

BackOffice

Presenting SharePoint as a service

Customization Adoption Continuous Improvement

Operations Information Architecture

Information Management

Project Management Leadership

Infrastructure

Typical Policy Categories

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Presenting SharePoint as a service

Encouragement Resource intensive

PowerShell scripts 3rd Party products

Custom apps 3rd Party platform

Process of Policy Enforcement

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

AutomatedSemi-AutomatedManual

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

Management controls and scopes

Service

Application

Configuration and Data

Farm

Web Application Service ApplicationZone

Content DB

Site collection

Top-level site

List/Library

[Folder]

Item / Document

Sub site Sub site

Security Permissions

Features

SSL

SharePoint Service Isolation

Quotas

Security Permissions

Ownership

(Full Control)

Web Application

Blocked File Types

Data Storage

SLAs

Site collection

Marketing

Content DB

Site collection

HR

Site collectionIntranet Home

HRMarketingFinance

Logical ArchitectureOptimized information architecture

Farm

Content DB Content DB

TEAMS PEOPLE INTRANET

TEAMS PEOPLE INTRANET

Farm

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collectionIntranet Home

HRMarketing

Finance

Cloud architectureOptimized information architecture

EXTRANET

Extranet Farm

ContentFarm

PEOPLE INTRANETTEAMS

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collection

Intranet Home

HRMarketingFinance

Shared Services Farm Architecture

EXTRANET

Extranet Farm

ServiceFarm

PROFILESEARCH BCSMETADATA

Optimized information architecture

ContentFarm

PEOPLE INTRANETTEAMS

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collection

Intranet Home

HRMarketingFinance

Business Critical Architecture

EXTRANET

Extranet Farm

TEAMS*

Biz Crit Farm

Content DB

Site collection

Finance

ServiceFarm

PROFILESEARCH BCSMETADATA

Optimized information architecture

ContentFarm

PEOPLE INTRANETTEAMS

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collection

Intranet Home

HRMarketingFinance

Line of business applications architecture

EXTRANET

Extranet Farm

TEAMS*

Biz Crit Farm

Content DB

Site collection

Finance

<LOB>

LOBFarm

ServiceFarm

PROFILESEARCH BCSMETADATA

Optimized information architecture

On-PremFarm

PEOPLE INTRANETTEAMS

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collection

Intranet Home

HRMarketingFinance

Applications farm architecture

EXTRANET

Extranet Farm

TEAMS*

Biz Crit Farm

Content DB

Site collection

Finance

<LOB>

LOBFarm

APPS

AppsFarm

ServiceFarm

PROFILESEARCH BCSMETADATA

Optimized information architecture

On-PremFarm

PEOPLE INTRANETTEAMS

Site collection

Marketing

Content DB

Site collection

HR

Content DB Content DB

Site collection

Intranet Home

HRMarketingFinance

Don’t panic – plan with end in mind…

EXTRANET TEAMS*

Content DB

Site collection

Finance

<LOB>APPS

ServiceFarm

PROFILESEARCH BCSMETADATA

Optimized information architecture

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

Typical Service

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Approval ProcessStart Execute Request

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

1) Site Collection and Site Provisioning

• No out of the box form for site collection• Control• “Site” centric

– Navigation– SharePoint Groups– Content Types– Features

Key services

Profiles and PlansSemi-automated Governance Plan

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Key services

Backup Storage Manager Archiving Auditor1 hour Tier 1 – SAN 7 years Full1 day Tier 2 – NAS 3 years Views + Edits1 week Tier 3 – Azure 1 years Views

End-to-End Policy InterfaceExample Service Offering or SLA

Operations Gold Silver BronzeBackup 1 hour 1 day 1 weekStorage Manager Tier 1 – SAN Tier 2 – NAS Tier 3 – AzureArchiver 7 years 3 years 1 yearAuditor Full View + edits Views

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Key services

SharePointSharePoint Designer Enabled Disabled DisabledContent Database Isolated DB Shared SharedQuota 100Gb 50Gb 10Gb

Audience-targeted Services

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Key services

ProjectsGold

All ManagementAD Groups

Project Site Template

2-stage

AD User

Project Size

HRGold, Silver

Accounting Mgmt. AD Group

Employee Site Template

2-stage

AD User

Employee Department

SalesSilver

Sales Management AD Group

Customer Site Template

2-stage

AD User

Account Size

Policies

Security

Customizations

Approval Process

Business Contact

Classification

2) Site Collection Lifecycle Management Animation

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Key services

Birth Life Inactivity End-of-Life

Provisioned

Change ofpurpose

Change of businesscontact

Change ofPolicy

Archived fromSharePoint

Site inactivitytriggered

Deleted fromSharePoint

Lock beforedelete orarchive

Request fordeletion or

archive

Lease expirytriggered

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

3) Site Re-certification

• Compliance– Security

• Librarians– Record disposition– Re-classification

Key services

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

5) Granting / Removing Permissions

• Most common reason to need more than “Contribute”• Delegation of requests• Traceability of requesting access• Sent hyperlinks

Key services

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

6) Transferring/Cloning Permissions

• New user joining existing team• User changing roles• Complex security models• Delegation of requests• Traceability of requesting access

Key services

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

7) Content Move

• Out of the box moves via File Explorer lose data integrity• Re-locating content to another workload

– My sites -> Team sites– Cloud -> On-premise

• Restructuring sites as Information Architecture evolves

Key services

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

8) Recover Content

• “Accidently deleting files”• Speed of restoring documents by staging entire

databases• Granularly restore

Key services

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

9) Report on “My Sites” as accountable owner

• Top users• Top content• Who has access• Storage growth

Key services

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Why do we need ROI and adoption reporting?

• Value of SharePoint to organization• Highlight issues in adoption and ROI• Guarantee same investment next year• Further investment

Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Traditional measures of adoption - Quantitative

• Storage Growth• Number of site collections and sites• Number of unique visitors• Increase frequency of returning visitors• Decrease of File Share growth and Exchange growth

Measuring adoption and ROI

Year 0 Content

Year 1Collaboration

Year 2Development

Year3ECM

Active Content Actual Content

Exponential Storage TrendsMeasuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Traditional measures of ROI - Qualitative

• Case studies / success stories• War stories

Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Mary Leigh

New YorkSpeaker

Writer

VP Product MktgText/Icon/Pic

Mary Leigh Mackie

mlmackie

MaryLeigh.Mackie@avepoint.com

Demo: DocAve Governance Automation

What do we prescribe?

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Optimized information architecture

Agenda

• Presenting SharePoint as a service• Drawing the line between IT and the business• Key services • Measuring adoption and ROI

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

The problem

Drawing the line between IT

and the business

Key services Measuring

adoption and ROI

Q & A

© 2012 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

References

Additional Resources (Please Click Images or Visit www.AvePoint.com/resources)

Customer Success StoriesWhitePapers from AvePoint’s Own SharePoint Experts

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

Contact us

Phone(201) 793-11111-800-661-6588 (toll-free)

Email sales@avepoint.com

Social & Community

www.DocAve.com @AvePoint_Inc

http://www.facebook.com/AvePointInc +1 AvePoint

© 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.