SPSNH - what goes where

39
Mike Gilronan SharePoint Practice Director McGladrey, LLP [email protected] @mikegil What Goes Where Rules of the Road for Microsoft Social and Collaboration Technologies

Transcript of SPSNH - what goes where

Page 1: SPSNH  - what goes where

Mike GilronanSharePoint Practice DirectorMcGladrey, [email protected]@mikegil

What Goes WhereRules of the Road for Microsoft Social and

Collaboration Technologies

Page 2: SPSNH  - what goes where

What Goes WhereRules of the Road for Microsoft Social and Collaboration Technologies

SharePoint Saturday New Hampshire

21 September 2013

Mike Gilronan

Page 3: SPSNH  - what goes where

What We’ll Cover

• Collaboration Tools

• Amplifiers, Hurdles, Simplifiers

• How to Chooose

• Action Plan

Page 4: SPSNH  - what goes where

Definition of terms

• Collaboration (def.) – People working with other people toward a common outcome. (M. Sampson, “Collaboration Roadmap”)

• Communication is different from, but essential to, collaboration.

Flickr photo courtesy of jovike: http://www.flickr.com/photos/jvk/19894053/

Page 5: SPSNH  - what goes where

Why Does This Matter?

• World is:• Smaller• Flatter• More Complex• More Connected

• Collaboration is more important than ever, but still done badly.• “We built it and they didn’t come.”• “The business” and IT don’t agree• Business factors and human factors are not supported enough• Plenty of “People-Ready Software,” not enough “Software-Ready People”

Flickr photo courtesy of Eric Fischer: http://www.flickr.com/photos/walkingsf/6858366278/

Page 6: SPSNH  - what goes where

About the Presenter -- Mike Gilronan

• SharePoint Practice Director• Former (“recovering”) CPA• 20+ years consulting and

professional services experience• ERP and CRM• Collaboration and KM• Business Analysis, Training, Project

and Practice Management

[email protected]

617.241.1102

@mikegil

http://mikegil.typepad.com/

Knowledge Mgmt

SharePoint

Project Mgmt

FinancialMgmt

Page 7: SPSNH  - what goes where

Background – Narrative Arc-- partner-owned, large, complex, global, professional services-- family-owned, hyper-growth, global, product and services-- VC-backed, hyper-growth, national, product and services-- closely held, slow growth, local, services-- closely held, fast growth, regional, product and services-- partner-owned, large, complex, global, professional services

Page 8: SPSNH  - what goes where

Unindicted Co-Conspirator

Page 9: SPSNH  - what goes where

About YOU -- Objectives

• Introduction:• Organization

• Role

• Types of Teams

• Types of Content

TO TELL ME ABOUT

YOURSELF

Page 10: SPSNH  - what goes where

Microsoft’s Collaboration Story (-ies)

10

More structured

Less structured

Asynchronous

Synchronous

Page 11: SPSNH  - what goes where

What it Means

Photo source: Wikipedia

Page 12: SPSNH  - what goes where

Tools for Communication and Collaboration

Page 13: SPSNH  - what goes where

F2F (Face-to-face) Communications

• Born: Time immemorial

• Peak: pre-Guttenberg (c. 1450 AD)

• Claim to Fame: the gold standard for collaboration

• Strengths: highest trust, context, verbal + non-verbal, real-time interactive feedback

• Weaknesses: highest cost, travel, real estate, not persistent

Flickr photo courtesy of MDGOV: http://www.flickr.com/photos/mdgovpics/7658177776/sizes/l/

Page 14: SPSNH  - what goes where

(Hand-) Written Communication

• Born: ~3,500-2,900 B.C. (Phoenician, Sumerian, Egyptian alphabets)

• Peak: pre-Industrial Revolution (c. 1870s, when typewriter and mimeograph were invented)

• Claim to Fame: Shakespeare, U.S. Constitution, early Bibles

• Strengths: personal, hand-crafted, durable

• Weaknesses: time-consuming, slow

Flickr photo courtesy of sure2talk: http://www.flickr.com/photos/finlap/213926774/sizes/o/

Page 15: SPSNH  - what goes where

Telephone

• Born: 1876 (A.G. Bell patent)

• Peak: 1950s-1970s

• Claim to Fame: Cuban Missile Crisis, Watergate, Batman

• Strengths: real-time interaction, with inflection

• Weaknesses: (usually) no record of conversation, requires synchronous availability

Flickr photo courtesy of pds209: http://www.flickr.com/photos/paulsedra/9733167606/

Fun fact: When was the Fax machine invented?

Page 16: SPSNH  - what goes where

Telephone

• Born: 1876 (A.G. Bell patent)

• Peak: 1950s-1970s

• Claim to Fame: Cuban Missile Crisis, Watergate, Batman

• Strengths: real-time interaction, with inflection

• Weaknesses: (usually) no record of conversation, requires synchronous availability

Fun fact: 1843, by Alexander Bain. First commercial version in 1861 by Giovanni Caselli, at least 11 years before invention of workable telephones.

Flickr photo courtesy of pds209: http://www.flickr.com/photos/paulsedra/9733167606/

Page 17: SPSNH  - what goes where

E-mail

• Born: 1970s (ARPA), 1990s (commercial)

• Peak: 2000s

• Claim to Fame: Eliot Spitzer, Enron

• Strengths: Simplicity, ubiquity, (relative) permanence, asynchronous, attachments, ubiquity, choice of devices

• Weaknesses: (Relative) permanence, spam, reply: all, poor filtering, bad habits, storage, channel vs platform

Flickr photo courtesy of xJasonRogersx: http://www.flickr.com/photos/restlessglobetrotter/2660204217/

Page 18: SPSNH  - what goes where

Network File Shares

• Born: 1980s (Novell, etc.)

• Peak: 1990s-2000s

• Claim to Fame: $22B local company (focused on storage)

• Strengths: Ease of use, security, integration with directory services

• Weaknesses: Require IT admin, no metadata, weak search, hierarchical

Page 19: SPSNH  - what goes where
Page 20: SPSNH  - what goes where

SharePoint

• Born: ~2001

• Peak: 2010-2013

• Claim to Fame: Fastest MSFT product to $1B

• Strengths: Platform of productivity tools, empowering content owners

• Weaknesses: Bad IA, bad governance, bad adoption, limits to/complexity of external sharing

Page 21: SPSNH  - what goes where

Enterprise Social Platforms

• Born: 2000s

• Peak: Yet to come?

• Claim to Fame: “Enterprise 2.0”

• Strengths: Transparency, connectedness, serendipity, searchability, data exhaust

• Weaknesses: Emerging norms, mobility, fragmentation, governance

Page 22: SPSNH  - what goes where

Frameworks for Assessment

Page 23: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 24: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 25: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 26: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 27: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

• Consider how team members will reach out, and for what purpose

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 28: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

• Consider how team members will reach out, and for what purpose

• Don’t forget face-to-face meetings (with a purpose!)

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 29: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

• Consider how team members will reach out, and for what purpose

• Don’t forget face-to-face meetings (with a purpose!)

• Create synchronous and asynchronous venues

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 30: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

• Consider how team members will reach out, and for what purpose

• Don’t forget face-to-face meetings (with a purpose!)

• Create synchronous and asynchronous venues

• Track progress

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 31: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles

• Multiple ways to connect

• Delineate between core team and broader stakeholder needs

• Build on comfort to add new capabilities (with clear objectives)

• Consider how team members will reach out, and for what purpose

• Don’t forget face-to-face meetings (with a purpose!)

• Create synchronous and asynchronous venues

• Track progress

• Use alerts!

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 32: SPSNH  - what goes where

How Do I Choose?

• Preferences and styles• Multiple ways to connect• Delineate between core team and broader stakeholder needs• Build on comfort to add new capabilities (with clear objectives)• Consider how team members will reach out, and for what purpose• Don’t forget face-to-face meetings (with a purpose!)• Create synchronous and asynchronous venues• Track progress• Use alerts!• Provide feedback, revisit what’s working/not working

Flickr photo courtesy of earthworm: http://www.flickr.com/photos/earthworm/4565061206

Page 33: SPSNH  - what goes where

Tools and Techniques – Team Norms• Arrival times: early? late OK? Call

first?• Working hours?• Expected availability on IM?• Turnaround time on email and

voicemail?• Number of exchanges on e-mail

before a phone call is made?• Rating content?• Use of BCC? Reply: All?• Totally transparent meetings?

MOST IMPORTANT:• What are consequences for breaking

these norms, and who enforces?

Page 34: SPSNH  - what goes where

Sample Team Communication Planning Matrix

Objectives Audience Media Timing Content Creator Content Approver Other

Publish definitive RFP documents

RFP Response Team

Publish PDF documents to RFP Response Team Portal

Outset of RFP response process

RFP Response Team Lead

RFP Response Team Lead

Consider Office 365 for ease of external collaboration (external sharing must be activated at site collection level by Farm Admin)

Coordinate activities each day

RFP Response Team Conference call Daily

RFP Response Team Lead

RFP Response Team Lead

Call notes should be disseminated to team at close of call

Review deliverables prior to submission

RFP Response Team

Web conference to review documents that are stored in portal and version-controlled

Prior to submission of deliverables

RFP Response Team Lead

RFP Response Team Lead

[Adapted from “Leading Effective Virtual Teams,” by Nancy Settle-Murphy, used with permission]

Tools and Techniques – Communications Plans

Page 35: SPSNH  - what goes where

Go Forth…

• Listen to your teams

• Document your norms

• Build your plans

• Deploy your tools

• Govern your processes

• Measure your results

• Listen to your teams.

Page 36: SPSNH  - what goes where

Bibliography and Follow-Up

Page 37: SPSNH  - what goes where

Wrap-Up

• Q&A

• Giveaways

• Thank you to SPSNH and our generous sponsors!

Flickr photo courtesy of redstamp: http://www.flickr.com/photos/redstamp/3425825517/All Flickr photos used with permission under Creative Commons license.

Page 38: SPSNH  - what goes where

was made possible by the generous support of the following sponsors…

And by your participation… Thank you!

Page 39: SPSNH  - what goes where

Be sure to fill out your eval form & turn in at the end of the day for a ticket to the

BIG raffle!

Join us for the raffle & SharePint following the

last session