10 Things for MOSS Success
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Transcript of 10 Things for MOSS Success
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. .w w i ro nw or ks c om
,Ironworks Consulting LLC | , ,4 12 1 C ox Ro ad S ui te 20 5 | G le n A ll en V ir gi ni a 2 30 60 | . .804 967 9200
Ten Steps to Making SharePoint a Success
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AgendaIntroductions
Opening discussionPresentation
Ironworks OverviewUser Experience ApproachContent Management
SolutionsMicrosoft CapabilitiesHealthcare InsuranceBackgroundCase Studies
Questions
Agenda
Agenda eet Your Presenters n Introduction to Ironworks resentation Making SharePoint a Success inour Organization
Why Are We Here? 10 Steps to Achieve a Successful SharePoint
Implementation
Questions
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Meet Your Presenters
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Meet Your Presenters
Over 8 years of experience
in development andimplementation of web and-windows based IT solutions
,Background in SharePoint, Windows Workflow InfoPath
, . ,Forms Services ASP NET. , , , ,ADO NET XML XSLT AJAX
,JavaScript and SQL Bachelor of Science inFinance from the University
of Virginia Microsoft Certified
( )Solutions Developer MCSD
ave Perkinson harePoint PracticeLead
10 years of experience in
,designing building and -integrating windows and webbased applications
4 years of SharePointexperience
Microsoft Most ValuableProfessional
Microsoft Certified Technical Specialist Team,Foundation Server 2005
Microsoft Office SharePointServer 2007
Bachelors degree inProgramming from Florida
Institute of Technology
evin IsraelolutionsArchitect
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An Introduction to Ironworks
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Who is Ironworks?
Ironworks -is a project basedconsulting company with onemission never fail a client .
We measure our success by the.success of our clients
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Why Ironworks?
- ,ronworks is a project based consulting company that focuses on planning, .uilding and supporting business and technology solutions
:ur mission is simple .Never Fail a Client he Right Size
, , , With offices in Richmond Raleigh and DC we are large enough to provide,stability and a full range of resources yet small enough to be flexible and
.responsive to your needs
xperienced Resources , , ,Our teams include senior experienced program managers designers, , information architects developers and engineers we don t sell with the A
, .team then staff the job with the B team
,ntegrat ed Strateg y Desig n an d Development ,This integration means that our strategies are practical our applications
, .are highly usable and our technical solutions are expandable and maintainable
olution and Technology Agnostic Our teams are tasked with creating solutions built upon client,requirements not technology biases
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Ironworks Service Offerings
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Representative Clients
http://rds.yahoo.com/_ylt=A0WTefjO2SFJi6kAr0mJzbkF;_ylu=X3oDMTBxMzZpMG50BHBvcwMzBHNlYwNzcgR2dGlkA0kwOTlfMTIw/SIG=1h1bjg41c/EXP=1227041614/**http:/images.search.yahoo.com/images/view?back=http://images.search.yahoo.com/search/images?p=expedia&fr=yfp-t-501&toggle=1&cop=mss&ei=UTF-8&w=140&h=90&imgurl=www.cardweb.com/cardwatch/graphic/expedia/expedia.gif&rurl=http://www.cardweb.com/cardwatch/graphic/expedia&size=1.9kB&name=expedia.gif&p=expedia&type=gif&oid=0401f7e3b9e4cf5e&no=3&tt=40,538&sigr=11gtthabu&sigi=11l86bg3h&sigb=12t4af9vvhttp://www.nature.org/?src=logo -
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/ :icrosoft Ironworks Relationship Overview Microsoft National Systems Integrator one of only 35 in the country
-Microsoft Managed Gold Partner one of only seven in Mid Atlantic*region
- Microsoft Go To partner for SharePoint - Microsoft Go To partner for Business Intelligence - Microsoft Go To partner for Business Process Management
:OTE Stringent competency and certification achievements are required-to achieve Gold Certified status
:icrosoft Capabilities Overview ( ),MOSS 2007 Microsoft Office SharePoint Server 2007 SharePoint Portal
,Server 2003 Windows SharePoint Services ( , ,Microsoft Business Intelligence SQL Server Analysis Services
)Reporting Services Content Management Server Commerce Server BizTalk Server .NET Application Development
Microsoft Partnership/Capabilities Overview
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Presentation
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Why Are We Here?
ey issues facing MOSS Adopters - - - Understanding what comes Out of the Box - - - A custom Look and Feel does not come Out of the Box Site Sprawl and Governance -End user adoption , , ,Training Developers Designers Admins and Contributors - -Enterprise wide solutions have Enterprise wide consequences Planning for Performance
study done by Gartner Consulting has- %uggested that as many as 40 60 of SharePoint.mplementations fail
-arnessing the powerful features built in toharePoint is about more than just standing upnother portal site
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Step 1: Confront Reality
ConfrontonfrontRealityeality -Understand that SharePoint is a framework not portal
- - in a box -Honestly assess your end user and IT capabilities
.A smart NET resource is not the same as aSharePoint expert
The cost of implementation is more than just thelicensing cost
. CIO com How to Determine the True Cost of SharePoint
, , ,Software Licensing Infrastructure Staff,Training
harePoint is an Enterprise!olution
http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1 -
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Step 1: Confront Reality
harePoint Success Requireshat You Find the Right Balance
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Step 2: Have a Governance Plan
ave a Governanceave a GovernancePlanlan, %hrough 2010 less than 35 of sitesurning on Windows SharePointervices will put effective .overnance techniques in place- :o ur ce G ar tn er C on su lt in g
Governance uses , , ,eople process technology andolicies , ,to define a service resolve ambiguity andmitigate conflict within an organization - :
Source The Burton Group
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Step 2: Have a Governance Plan
People Roles and responsibilities
Process
Documentationof the steps to be followed to.complete common tasks
, ,Change a business requirement create a site grant
,permissions to a new user
Technology Leveraging features and tools to enforce policies
through technology , , ,Security Groups Active Directory Workflow Source
,Control
Policy Documentation - ,of principles What site owners
, ,designers developers administrators should andshould not do
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Step 2: Have a Governance Plan
se Policy to Address Core SharePointse Policy to Address Core SharePointIssuesssues
:ssues :olicies Should we allow
business users touse SharePoint
Designer?
How will we decidewhether or not we
need 3rdparty web-parts and add ons?
How should we packageand deploy our
custom code?
! NO Access shouldbe strictly
limited to a core
set of trained.users Evaluate what comes
- - -out of the boxfirst and thenproceed with a
.reputable vendor
.Use the WSP standard!every time
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Step 4: Create the Dream Team
reate the Dream Teamreate the Dream Team
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Step 4: Create the Dream Team
:reparing Technical Resources Send key resources to boot camp before implementation begins
Setup a sandbox for work in developing a proof of concept
Identify an experienced partner
:reparing Content Contributors Arrange for a SharePoint demonstration Introduce the basic concepts of taxonomy to your end users Try framing the discussion within the context of Search
:reparing Business Users Arrange for a SharePoint demonstration -Demonstrate solutions to real world problems Designate a SharePoint Evangelist within each business unit
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Step 5: Employ Enterprise-Wide Planning
lan for Growthlan for Growth nfrastructure Investment
Check out Microsoft s SharePoint Capacity Planning Tool Your SQL Server should take priority
nformation Architecture Navigation and site structure should support expansion Think outside the box What if there were no global
navigation?
ontent Management Use SharePoint features like quotas and content
.expiration policies to keep site growth in check Know your limits
,Keep lists to under 2 000 items per container ( , -Max 125 sites per site collection 2 000 sub
)sites per site
http://technet.microsoft.com/en-us/library/bb961988.aspxhttp://technet.microsoft.com/en-us/library/bb961988.aspxhttp://technet.microsoft.com/en-us/library/bb961988.aspx -
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Step 5: Employ Enterprise-Wide Planning
esign for Performanceesign for Performance) /or Database Indexing u e Physicalervers Over Virtual) eparate Content Databases for Large SiteCollections) ptimize Infrastructure Configuration) -mplement a Warm Up Script) urn on IIS Compression) mplement Output Caching Policies) ( )onfigure Server Caching BLOB) .oad Core js in the Background) heck your Code)0 /se Cost Benefit Analysis in Your Design)11 ow to Optimize a SharePoint Server 2007 Web Content Management Site:or Performance :// . . / - / / .ttp msdn microsoft com en us library bb727371 aspx
http://msdn.microsoft.com/en-us/library/bb727371.aspxhttp://msdn.microsoft.com/en-us/library/bb727371.aspxhttp://msdn.microsoft.com/en-us/library/bb727371.aspx -
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Step 6: Implement Change Management
mplementmplementhangehangeManagementanagement
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Step 7: Avoid Taxonomy Pitfalls
void Taxonomy Pitfallsvoid Taxonomy Pitfalls
Avoid metadata overload Get your site columns right the first time because you can t
!go back If you have hundreds of content types something is wrong Use lookups in place of choice lists
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Step 8: Search Your Way to Success
earch Your Wayearch Your Wayo Successo Success earch is an Easy Win
Improving content Findability is often cited as a goal for
SharePoint implementations Users can understand and use search without training A SharePoint Search Center doesn t require SharePoint content
ther Benefits of Search The Core Search Results web part can be used to efficiently
-rollup cross site content SharePoint provides search query logs that can be used to mine
information
- - -eyond Out of the Box -BA Insight and Ontolica provide excellent extensions to the core
functionality -An open source faceted search add on is available on CodePlex
http://www.codeplex.com/FacetedSearchhttp://www.codeplex.com/FacetedSearch -
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Step 9: Templatize Your Solution
emplatize Your Solutionemplatize Your Solution
age Layouts
Define a standardized look and feel Leverage page layout content types to allow users to edit content in
place
Layout changesARE
-applied to pre existing pages ite Definitions
, , ,Bundle desired features layouts workflows site structures into areusable package
MySites require special consideration Site definition changes are NOT -applied to pre existing sites
se Templates to Empower Usershile Still Maintaining Control
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Step 10: Plan for User Adoption
lan for User Adoptionlan for User Adoptiondoption Takes Careful Nurturing
-End user adoption starts before MOSS ispurchased Include users in the requirements process Identify and nurture your evangelists Incentivize your desired behaviors Deliver Findability
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) onfront Reality) reate a Governance Plan) et an Executive Sponsor) reate the Dream Team) -mploy Enterprise Wide Planning) mplement Change Management) void Taxonomy Pitfalls) earch Your Way to Success) emplatize Your Solution)0 lan for User Adoption
10 Steps To Ensure SharePoint Success - Recap
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Questions
Dave Perkinson Kevin Israel JohnCasey
SharePoint Practice Lead Solutions Architect Directorof Sales
.dperkinson@ironworks com .kisrael@ironworks com.jcasey@ironworks com
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected] -
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. .w w i ro nw or ks c omichmond,4121 Cox Road Suite 205
,Glen Allen Virginia 23060. .804 967 9200
Carolinas,11000 Regency Parkway Suite 404
,Cary North Carolina 27518. .919 462 2093
C Metro,8133 Leesburg Pike Suite 650
,Vienna Virginia 22182. .703 506 3964
. .w w i ro nw or ks c om