October 2014 MNSPUG - Member Case Study Part 2
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Transcript of October 2014 MNSPUG - Member Case Study Part 2
Meeting #118http://sharepointmn.com
Welcome to the
Minnesota SharePoint
User Group
October 8th, 2014
Member Case Studies – Part 2
Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck
Donald Donais
Meeting #118http://sharepointmn.com
Agenda
• MNSPUG Information
• Beth Beck & Jon Rono – Connexus Energy
Safety Dashboard & Contracts Management Solutions
• Trevor Huinker & Martha Flynn – LifeSource
Yammer with Communication & Collaboration
• Break
• Lucas Struck
Employee Onboarding Solution
Meeting #118http://sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on
Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
Meeting #118http://sharepointmn.com
MNSPUG Sponsors
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
Dedicated Sponsors
Avtex (www.avtex.com)
Microsoft (www.microsoft.com)
Annual Sponsor
Currently Looking for Sponsorships!
SharePoint User Group Support
Meeting #118http://sharepointmn.com
MN SharePoint Users Group Website
• SharePoint Resource Documents
• SharePoint Resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• Past User Group Recordings
• Sponsorship Information
• http://sharepointmn.com
• Email: [email protected]
Meeting #118http://sharepointmn.com
Social Networking
• Linked In group – The most interactive… includes job postings…
Post Job Posting on the Jobs Discussion page
http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
• Yammer – Minnesota SharePoint Users Group
https://www.yammer.com/mnspug/Join Us on Yammer with
some of the presenters to ask questions about their
presentation!
Meeting #118http://sharepointmn.com
Upcoming Schedule
• Next Meeting
November 12th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and User Adoption
Panel Discussion
Microsoft Technology Center
Check www.SharePointMN.com for updates!
• Ongoing Schedule
2nd Wednesday of every month
9:00 to 11:30 am
Microsoft Technical Center – Edina
Meeting #118http://sharepointmn.com
Local and Online EventsTwin Cities PowerShell User Group – Oct 14th, 4:30 – 7:00 pm
http://www.tcposhug.com/
MindSurf Conference – October 9th, Minneapolis Convention Center (Pay to attend event)
http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx
Minnesota SharePoint SharePint – Wednesday, October 29th, 4:30 pm Meet at Figlio’s in St Louis Park
SPChat through SharePoint Community – November 5th – Online
http://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis
Minnesota Women in SharePoint – Tuesday, November 18th, 4:00 pm – Location TBD
SharePoint Saturday Twin Cities – November 22nd, Normandale Community College – Registration Just
Opened!
http://spstc.com
Meeting #118http://sharepointmn.com
Martha Flynn• LifeSource
• Former nurse, now IT professional
• @mflynnkauth
Trevor Huinker• Avtex Consulting
• IT Pro Consultant
• @trevorhuinker
Meeting #118http://sharepointmn.com
Jon Rono• Connexus Energy
• IT Department – Business Technology Services
• Enjoy the Outdoors (Camping, Boating, and Etc..)
• http://www.connexusenergy.com
Beth Beck• Avtex Consulting
• IT Pro Consultant
• Classic car collector of ’64 Studebaker Hawk Gran Turismo (GT)
• @beargal34
• http://blog.avtex.com
Meeting #118http://sharepointmn.com
Lucas Struck• “SharePointing” for 5+ years
• Constantly changing diapers for 4
• http://sharepoint-community.net/profile/LucasStruck
Meeting #118http://sharepointmn.com
Connexus Energy - Safety Dashboard & Contracts Management Solutions
Meeting #118http://sharepointmn.com
• Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties.
• Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members and has 250 employees.
• Connexus Energy is an electric cooperative, owned by the members we serve.
• We are local – living and working alongside those we serve.
• Profits are put back into our cooperative to help run the business efficiently. They are also returned to members through the Cash Back program.
• Our Board is made up of cooperative members who are elected by our members in annual elections.
About Connexus Energy
Meeting #118http://sharepointmn.com
Increasing Productivity Using SharePoint No-
Code at Connexus Energy
Meeting #118http://sharepointmn.com
CSafe Reports Dashboard Overview – Business Case
Business Case
• At Connexus Energy, Safety is a Core Value
• Ability to identify unsafe event/situation before an injury happens – “A Near Miss”
• Keep cost down, people working , and no fatalities
Requirements
• Central location to analyze all “Near Misses” company wide – Reporting
• Enter “A Near Miss” in the Field, At Home, and In the Office
• Eliminate double entry and Accuracy Issues
• Insert pictures of the situation – “Picture is worth a thousand words”
• Reduce the time required from identification to resolution
Meeting #118http://sharepointmn.com
CSafe Reports Dashboard Overview – Technology Used
• Technologies Used
SharePoint 2010 Enterprise
InfoPath 2010
SharePoint Designer 2010
• Workflows
• Data View Web Parts
SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode
Report Builder 3.0
Microsoft Excel
Meeting #118http://sharepointmn.com
View All My
Submissions
- Legend
- Sorting
- Filtering
- Grouping
Meeting #118http://sharepointmn.com
Contracts Site Overview – Business Case
Business Case
One location for all contracts to reside (email, file drawers, doc mgmt. system & Etc…)
Mitigating risk that can negatively impact Connexus or impact an individual is part of every
employee’s role. (Contract and Contract Attachments)
Identify all states and relationships of a contract during its life-cycle
Keep cost down and people working together
Requirements
• Central location for all contracts
• Eliminate document management system – Cost Savings
• Leverage existing Microsoft SharePoint platform
• Relate contracts to contract attachments
• Notification process on contract life cycles or critical events
Meeting #118http://sharepointmn.com
Contracts Site Overview – Technology Used
• Technologies Used
SharePoint 2010 Enterprise
• SharePoint List Filter Web Parts
SharePoint Designer 2010
• Workflows
SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode
Report Builder 3.0
Meeting #118http://sharepointmn.com
LifeSource's New Pulse Using Yammer for
Communication and Collaboration
Meeting #118http://sharepointmn.com
About LifeSource
• Twin Cities-based non-profit organization dedicated to saving lives through organ
and tissue donation
• Serves nearly seven million people in communities across the Upper Midwest
• Dedicated to working with hospital and community partners to support donor
families, facilitate the donation of organs and tissues to transplant recipients and
encourage the people in these communities to register as donors
Meeting #118http://sharepointmn.com
Business Need
• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)
• Employee survey showed the following:
Need for more lateral communication, not just top down
More communication sooner, with more information
• Geographically dispersed team-desire to maximize engagement
• Opportunity to transform our all team communication
Meeting #118http://sharepointmn.com
Options Available
• SharePoint
Announcements
Article Pages
Blogs
Discussion Boards
Newsfeed
• Yammer
All Company Feed
Groups
Topics
Private Messages
Meeting #118http://sharepointmn.com
Solution
• New Intranet “eSource” that merges the Content Management System strengths
of SharePoint Online with the social computing power of Yammer into a seamless
portal that enables workers to obtain organizational information and collaborate
with others
• SharePoint Online
Yammer embed feeds
• Yammer
All Company feed
Groups
Topics
Meeting #118http://sharepointmn.com
The Avtex Project Process
Design Build Deploy Accept
DesignDocument the proposed approach, align requirements to the technology and design the solution
BuildImplement design and build solution
DeployValidate and deploy the solution to production
AcceptGain acceptance and transition to support
Meeting #118http://sharepointmn.com
Implementation
• Design Outcome of Envisioning sessions and Design sessions around Information Architecture, Security,
Social Computing and more• Build
Publishing sites and pages developed for all organizational content Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007
environment prior to content migration Yammer network setup including Groups and Topics for previous eSource content Yammer embed feeds implemented on corresponding SharePoint Online sites
• Deploy Site owners and super users trained on both SharePoint Online and Yammer Content migrated from SharePoint 2007 environment to SharePoint Online using migration utility Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s)
• Accept On our way there
Meeting #118http://sharepointmn.com
Yammer Embed
• All Company Feed<div id="embedded-feed"
style="height:693px;"></div>
<script
src="https://assets.yammer.com/assets/platform_emb
ed.js"></script>
<script> yam.connect.embedFeed({
container: "#embedded-feed",
network: "life-source.org",
feedType: "group",
feedId: "all",
config: {
header: false}
});
</script>
• Group FeedfeedType: “group”
feedId: “1234567”,
• Topic FeedfeedType: “topic”
feedId: “1234567”,
• Add embed code to Script Editor
Web Part
Meeting #118http://sharepointmn.com
Resources Slide
• Yammer Customer Success Program
https://about.yammer.com/customer-success-program/
• Yammer Resource Center
https://about.yammer.com/why-yammer/resources/
• Yammer Embed
https://developer.yammer.com/connect/
• Office 365 Customer Success Center
http://success.office.com/
• Office 365 Resources
http://success.office.com/resources
Meeting #118http://sharepointmn.com
Employee Onboarding Overview
• Manage start dates for new hires
• Provide a consistent experience for Employees
• Assign and manage tasks based on department and facility
• Increase visibility within the organization for new hires
Meeting #118http://sharepointmn.com
Building Blocks
• Office 365 – SharePoint Online
• Custom List for New Employees
• Custom List for Onboarding Tasks
• Document Library for Resources
• Custom Resource Lists (Facilities and Departments)
• SharePoint Workflows (2010 and 2013)
Meeting #118http://sharepointmn.com
Enhancements
Enhancement 1 – Technology Forms - InfoPath
• Create a standardized form for Technology requests that integrates into the Pre-Employment
Phase
Enhancement 2 – User Provisioning – Custom Solution
• Provide Functionality to provision new users within Office 365 directly from the portal
Enhancement 3 – Employee Reviews – Workflow and InfoPath
• Expand the scope of the solution to include ongoing yearly performance reviews for employees.
Enhancement 4 – New Employee Webpart– Search Based Webpart
• Provide a rotating webpart that shows new hires on the Portal Home Page