Creating Your Company's Roadmap to SharePoint Success

November 2010

Quick Facts

About Us• 20th Year• Grand Rapids &

Royal Oak• 25 Staff

Approach• Vendor Agnostic• Non-reseller• Professional

Services Only

Partnerships• Microsoft Gold

• Central Region Client Experience Award Winner

• VMware Enterprise• Cisco Premier• Novell Platinum• Citrix Silver

Infrastructure

Access & Identity Management

Expertise

Project Management

Collaboration

Roadmap to SharePoint Success Agenda

• What is a SharePoint roadmap?• Benefits of going through the

effort• How C/D/H works through the

process• Re-work the process with 2010

features• Case studies

SharePoint Roadmap

• Statement of business priorities and initiatives

• Definition of SharePoint and related projects to implement the initiatives

• An architectural plan for implementation over 36 months

Roadmap Approach

• See, Think, Draw – standard strategic planning method

• See:– Understand the current state, some amount of

discovery– People– Successes and Failures

Roadmap Approach - Think

• Think:– Meetings with Stakeholders– Corporate vision - understanding and

prioritizing business goals– Project definitions

• Business process improvement => BI• Productivity => forms and workflow and/or Search

and/or line of business integration• Information management => document lifecycle• Knowledge management => search; surfacing; social

knowledge sharing

Roadmap approach - Draw

• Draw:– Gap analysis

• Governance• Project Details• Training/People• High level architecture - Hardware and software

– Projects to project portfolio• Research features, scope, uncover dependencies

Roadmap Outputs

• Roadmap scheduling, based on dependencies, priority

• Hardware and software costs• Narrative of decisions, training,

staffing, governance

2010 Deployment

2010 POC

1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12Platform

Peop

lePu

blish

Process

Apps

Client

SearchTaxonomy FAST Search

Archive

New Site Design

WSS Site Migrations

Document Management

Exchange POC

OCS POC

People Search Social Networking

Social Analytics

New My Site

Multi‐language

Site Analytics 

Intranet Design / DeliverIntranet Requirements 

Corporate News

Validation 

Enterprise Forms Define / Design / Deploy

Workflow Selection BI / Reporting / OBIEE Integration

App Testing

Documentum Search

Forms Dev. Standards

MS Access POC

Project Server

Migrate MS Access Apps

Legacy App Strategy

Windows 7 POC and DeploymentNotes 8.51 & Mainsoft

Office 2010

SP 2010 Offline POC Outlook 2010 POC

CalendarMobile

SharePoint Backup

Video Streaming

Build 2010 Farm

3rd Party Web Parts

Identify & Plan Applications:

IE 7

Benefits

• Aligns your SharePoint solution to the business needs and strategy

• Helps define governance • Leverages input from your company’s

users• Defines what technology is needed (and

when) • For use as a future yardstick of success

Benefits

• MS has made it easy to publish and share information, but there is a lot of on purpose work that has to happen to make a SharePoint implementation a productive business tool.

• If left alone, organizations end up with point solutions and with collaboration sites, focused around information silos.

• After 3 years, we finally have a stable platform and remarkable growth. Businesses are progressing toward their agreed upon strategy.

What if I Don’t?

• Some really good things can happen- or -

• Hospital policies and procedures (roadmap)

• Public school public site (architecture)

• Public school time and attendance (governance)

SharePoint 2007 Solutions

• Collaboration – Allow teams to work together and share information

• Portal – Personalize the user experience, providing individuality, security, and social networking

• Enterprise Search – Locating content distributed across a wide range of sources

SharePoint 2007 Solutions

• Content Management – Document management, records management, and Web content management

• Business Forms and Integration – Forms and business process workflows

• Business Intelligence – Business critical information, including server-based Excel spreadsheets, SQL Reporting and KPI tools, to assist in decision making process

2010 Decisions - People

• People search• Social tagging, ratings and notes• Micro-blogging (what’s happening),

blogging• Surfacing authored content• My Newsfeed, interests and colleagues• Organization browser• Recommended colleagues and interests

2010 Decisions - People

Social networking issues• Trust• Ownership• Productivity• Legalities

2010 Decisions - People

Social networking potentials• Shorter project cycle times• Fewer meetings• Lower travel expenses• The ability to close deals faster• Increasingly positive feedback from clients• Retention of Gen Y employees• Build it before it comes in the back door

2010 Decisions - Clients

• Office 2010– Outlook social connector – PowerPoint broadcasting– Visio workflow modeling, Visio save to

SharePoint– InfoPath integration with list dialogs– Word, PowerPoint, Excel co-authoring– Web Clients

• SharePoint Workspace client• Windows 7 search federation

2010 Decisions

• Enhanced search• BCS

– Line of business integration is much more reachable

– Full CRUD is huge• Development Enhancements

– Windows 7 development station– Visual Studio 2010, one click deployment– Sandboxed solutions– Developer dashboard

2010 Decisions

• ECM– In place records management

• Document life cycle, legal hold

– Managed metadata• Sharing across site collections, managed keywords,

managed terms, hierarchies

• BPOS

Detail Comparison• People and groups lists

• Calendars• Email Integration• Task Coordination• Surveys• Document Collaboration

• Issue Tracking• Templates

• Standard Site templates

• Improved Wikis and Blogs

• Real time presence and communication

• Tagging (Content and Expertise)

• Rating• Note Board• Tag Cloud• Activity Feed• Standard Meeting Site Templates

• SharePoint WorkSpace

• Hierarchical Organization Chart

• Improved My Sites

CommunitiesCommunities

• Search in a single site collection

• Business Data Search (via Indexing and federated query)

• FAST• Defining new custom content sources

• Crawling BDC Data• Relevance Features 

• Did you mean?• Query Recommendation

• Configure crawled file type

• Authoritative pages

• Enterprise content sources

• Cross site‐collection search

• Admin and Management

• Indexing Controls• Phonetic Search• People search

SearchSearch

• Performance Point Services

• Business data web parts

• Business data actions

• Integrated business intelligence dashboards

• Key performance indicators (KPIs)

• Filter web parts• Integrated flexible spreadsheet publishing

• Share manage and control spreadsheets

• Web based business intelligence using excel services

• Data connection libraries

• Report center• Visio Integration• Web Analytics• Improved Usage Analytics

InsightsInsights CompositesComposites

• BCS (read/write)• Custom Installed InfoPath form templates

• External Lists

• Forms libraries• Custom non‐code workflows

• Centralized forms management and control

• Design once development model

• Form import wizard• Integrated deployment model for no‐code forms

• Compatibility Checker

• Improved Forms Technology

• Improved Workflows• Business Document Workflow Support 

• Partial trusted workflow actions

• Access Services• Improved SharePoint Designer

• Sandbox Solutions

• RSS Content Syndication

• Privacy and security• Audience Targeting • Site and document aggregation

• Site Manager• Mobile Device Support

• SharePoint sites and Documents Roll up web parts

• Integration with SharePoint designer (except site backup and restore

SitesSites

• Portal Site Templates• Site Directory• Colleagues and membership web parts

• User Profiles import• Extranet Access• Anonymous Access• Multi‐lingual user interface

• New UX• Cross Browser Support (Safari, IE, FF)

• Office 2010 Client integration

• Vanity domains for non‐SSL sites only

• Tenant admin across site collections

• Better control of FQDNs

• Managed path site collections

Service SpecificService Specific

OtherOther

• Multiple Site Collections per customer

• Manage Site Collection Features and quota

• Off‐boarding of customer data

• Project Online• Access Services

• Configure blocked file type

• Self service site creation

• Custom Managed Paths

• Roll up usage Analytics

*Capacity increase: 10 GB for each subscribingcompany plus 500MB per user (USL).

• Document Information Panel

• Document Action Bar• Retention and Auditing policies

• Navigation controls• Content publishing• Page Layouts

• Improved Content authoring 

• Slide Libraries• Document Management Site Templates

• Standard Enterprise  and Publishing Site templates

• Policies, auditing and compliance

• Improved Records Repository

• Legal holds• Metadata and taxonomy

• Content Organizer• Metadata driven Navigation

• Document IDs • Document Sets• Office Web Apps

ContentContent

• Integration with Microsoft information rights management (IRM)

• Site variations• Content staging and deployment

• Configure Information Management

On‐premises only• Online today• SharePoint 2010 feature coming to SharePoint Online

CommunitiesCommunitiesSitesSites ContentContent SearchSearch InsightsInsightsCommunitiesCommunitiesSitesSites ContentContent

Case Study I

• Oil Company– See: Basic SharePoint 2007 portal

• Departmental file storage• Some company-wide documents• Automated and manual reporting of all business metrics

– Think (Goals):• Improve decision making• Share more information, more quickly• Launch an investors portal

Case Study I

Draw:• Continue to use internal portal• Create 2010 portal: Entry

screens, SSRS, minimal Excel reports remain

• E-mail enabled document publishing

• Mobile• Existing site migrations• Social• Client

Case Study II

• International manufacturing– See: 2007 WSS sites, completely unmanaged, large

numbers of 2007 MOSS sites. Consolidation in flight. – Think: Have four strategic management pillars,

including business excellence.• Knowledge Management

– Content Management (2010)» Search, Fast

• Taxonomy– Employee Knowledge Management – social knowledge (2010)

• Workflow• Surface, improve Business Intelligence

2010 Deployment

2010 POC

1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12Platform

Peop

lePu

blish

Process

Apps

Client

SearchTaxonomy FAST Search

Archive

New Site Design

WSS Site Migrations

Document Management

Exchange POC

OCS POC

People Search Social Networking

Social Analytics

New My Site

Multi‐language

Site Analytics 

Intranet Design / DeliverIntranet Requirements 

Corporate News

Validation 

Enterprise Forms Define / Design / Deploy

Workflow Selection BI / Reporting / OBIEE Integration

App Testing

Documentum Search

Forms Dev. Standards

MS Access POC

Project Server

Migrate MS Access Apps

Legacy App Strategy

Windows 7 POC and DeploymentNotes 8.51 & Mainsoft

Office 2010

SP 2010 Offline POC Outlook 2010 POC

CalendarMobile

SharePoint Backup

Video Streaming

Build 2010 Farm

3rd Party Web Parts

Identify & Plan Applications:

IE 7

Next Steps for Success

• Turn 2010 adoption into an opportunity to (re)architect

• Pause and do it more on-purpose– Engage the business on goals– Develop a project list, aligned with goals– Develop a project timeline– Measure your success

Royal Oak306 S. Washington Ave.Suite 212Royal Oak, MI 48067p: (248) 546-1800

Thank You

Grand Rapids15 Ionia SWSuite 270Grand Rapids, MI 49503p: (616) 776-1600

(c) C/D/H 2007. All rights reservedwww.cdh.com