Wes Preston - TrecStonehttp://www.idubbs.com/blog@idubbs

SharePoint:Choose Your Own Adventure…

SharePoint Fest – Denver SIA106

Abstract SharePoint in all its flavors and variations

can be implemented in any number of ways - each approach with its own business requirements, staffing needs, challenges and idiosyncrasies. So where do you start? What does your organization's SharePoint roadmap look like? What staff and skills do you need to get started? In this session we'll identify some of the more common implementation scenarios and how core skills and requirements align with them.   

Wes Preston Owner / Principal Consultant - TrecStone

Based in Minneapolis, MN

MVP – SharePoint Server MCITP – SharePoint Administrator 2010 MCTS - SharePoint 2010, Configuration MCTS - WSS 3.0 and MOSS Configuration

http://www.idubbs.com/blog Twitter: @idubbs

Ground Rules and Terms This presentation will be made available

via my blog SharePoint versions Practical Governance Crawl, Walk, Run approach

Ask questions!

Take-Aways… A tidbit or two you can use to save some

time and effort when planning or implementing SharePoint “Hey, we should think about…”

A peek behind the ‘it depends’ SharePoint motto

Choose Your Own Adventure

Anyone remember these?

Copyright http://www.cyoa.com/

Outline Where do you start? What does your roadmap look like? What staff and skills do you need to get

started? (and along the road…)

Common Implementation scenarios Aligning skills and roles with the

requirements

Where they want to start… The ‘wheel’ topics…

Intranet / Portal Document

Management / Repository

Collaboration / Social Team/Department

sites Business Process /

Automation / Workflow

Custom Applications Search My Sites Business Intelligence /

Dash boarding Extranets Internet / Public-facing

Sites

Where should you start? What are your business needs and

priorities?

What do you already own or have implemented?

Where will SharePoint be located? On premises, In the cloud, another

combination… What licensing? Who will own the platform? All those other IT Pro technical questions…

Who is needed to start? Users – Identify needs/requirements Business Manager – Identify priorities Analyst – Translate needs to SharePoint

platform capabilities

IT Pro – Environmental capabilities for what is available and what is needed, deploy farm and support tools/processes

Core Skills / Roles IT Pro / System Administrator Developer Designer End User / Power User Site Admin SharePoint Analyst Business Manager / Solution ‘Owner’

Next Step - Roadmap This is really an extension of gathering

business needs – you’re just prioritizing them Primary: Business strategy Secondary: Project management /

planning Secondary: IT capabilities

Apply Crawl, Walk, Run approach

Roadmap The roadmap is a living document. It will

evolve over time Ongoing: Set and manage management

and user expectations Some tasks/roles will expand over time,

like operations management as the environment grows

Other topics like training also need to be addressed

Common Scenarios Intranet / Portal Extranet / Client Portals Collaboration

Team Sites Project Sites

Workflows / Digital Forms Business Intelligence Search Lots more…

Example: Project Sites Core functionality is project tools,

collaboration, project rosters/contacts, etc. Architecture and/or Project Server Project ‘portal’ site ‘Application portal’ site Search Branding Governance

-> Architecture & Proj. Server Project Server (separate license/MS

product) Single site collection for all projects Single site collection per project Database management Managed paths Connection to a portal (intranet) Client access? Site lifecycles

-> Information Architecture Consistent across projects Content types Managed Metadata, Term Sets Site Columns Workflows

-> ‘Project Portal’ Rollup and Business Intelligence (BI)

functionality Integration with existing BI tools and

platforms Links to ‘My’ projects, etc… Links to support pages, project requests Communication between the PMO

-> ‘Application Portal’ Contains community sites for using

solutions on your farm – a site for Projects Project requests / Intake forms Communication between users Documentation

What is this solution for? How do I use it? Who do I contact with questions?

-> Search Is content surfaced in an enterprise

search? Is there a project-specific search scope? Is there a project-specific search result

type? How it’s displayed, filtered, etc.

-> Branding Is there an enterprise brand that needs to

be implemented? Brand project sites as a whole? Separate brands for different project types Do you have a UX/UI designer?

-> Governance Roles and responsibility

Who manages project requests? IT? PMO?

Who manages each project site? What are standard permissions? Are there any approval processes? Project/site lifecycles Versioning

This is just the beginning… Starting with this single example you’ve

started several other efforts that can be built out: Intranet landing page Search Application portals

Intake forms

You can have multiple efforts running concurrently, but you need to coordinate the overlaps

Review Where do you start? Core Skills and Roles What does your roadmap look like? What staff and skills do you need to get

started? (and along the road…)

Common Implementation scenarios

Other Notes and Factors Staffing – What skills does your staff have?

What do they want to do? SharePoint ‘Maturity Model’ – Is your

culture comfortable with SharePoint? Are your users open to change?

Continue with iterations, review existing, define ROI

Housekeeping ECM202 – 11:30 AM Wednesday

SharePoint Lists: Used, Abused, and Underappreciated

Check slides out on http://www.idubbs.com/blog Provide session feedback with

comments

Thank you!