Turn the Focus From the Tool to the Business
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How many times have you had this discussion? Business: "What can SharePoint do?" You: "What do you want to do?" Business: "I can't tell you what I want to do until I know what it can do?" In this session we will walk through the presentation used at the City of Minneapolis to turn this conversation upside down. At the end of this session you will have the tools to turn the focus to what the business needs instead of what SharePoint can do.
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Turn the Focus From the Tool to the Business
- 2. THANK YOU EVENT SPONSORS We appreciated you supporting the NEW YORK SHAREPOINT COMMUNITY! • Diamond, platinum, gold, & silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
- 3. CONFERENCE MATERIALS • Slides / demo will be posted on lanyrd.Com • Http://lanyrd.Com/2016/spsnyc • Photos posted to our facebook page • Https://www.Facebook.Com/sharepointsaturdaynyc • Tweet us - @SPSNYC or #SPSNYC • Sign up for our NO SPAM mailing list for all conference news & announcements • Http://goo.Gl/7wzmpw • Problems / questions / complaints / suggestions • Info@spsnymetro.Com
- 4. WHO AM I? • Tamara Bredemus • Director of Collaboration Services City of Minneapolis, MN • HeyTamara.com • @TamaraBred • Previous Work • Consultant with RBA Consulting • Senior Instructor with Mindsharp • Independent Consultant • Best Buy – DotCom Operations • Operations Supervisor at Sunset Environmental • Waitress
- 5. WHAT ARE WE GOING TO DO? •Stop Pulling Out Our Hair. •Discuss challenges when solutioning. •Walk through first meeting. •Tips and Tricks along the way.
- 6. What do you want to do? What can SharePoint Do?
- 8. What do you want to do? What can SharePoint Do?
- 9. What do you want to do? What can SharePoint Do?
- 10. SHAREPOINT CONTENT FEATURES • ACCESSIBILITY STANDARDS SUPPORT • ASSET LIBRARY ENHANCEMENTS/VIDEO SUPPORT • AUDITING • AUDITING & REPORTING • CONTENT ORGANIZER • DESIGN MANAGER • DOCUMENT SETS • DOCUMENT TRANSLATION IN WORD ONLINE • EDISCOVERY SEARCH • EDISCOVERY HOLD • EDISCOVERY EXPORT • EXTERNAL SHARING: EXTERNAL ACCESS • EXTERNAL SHARING: GUEST LINK • FOLDER SYNC • MANAGED METADATA SERVICE • METADATA-DRIVEN NAVIGATION • MULTI-STAGE DISPOSITION • OFFICE ONLINE (VIEW & EDIT) • PRESERVATION HOLD LIBRARY • QUICK EDIT • RECORDS MANAGEMENT • RECYCLE BIN (TWO STAGE) • RELATED ITEMS • RICH MEDIA MANAGEMENT • SHARED CONTENT TYPES • SITE MAILBOX • SURVEYS • UNIQUE DOCUMENT IDS • VIDEO SEARCH • WEB CONTENT MANAGEMENT
- 11. SHAREPOINT SOCIAL FEATURES • ASK ME ABOUT • BLOGS • COMMUNITIES REPUTATION, BADGING, AND MODERATION • COMMUNITY • COMPANY FEED • DOCUMENT CONVERSATIONS WITH YAMMER • FOLLOW • MICROBLOGGING • NEWSFEED • ONE CLICK SHARING • PEOPLE, SITES, DOCUMENT RECOMMENDATIONS • PERSONAL SITE • PHOTOS AND PRESENCE • PROFILE • RATINGS • SHARED WITH ME • SITE FEED • ONEDRIVE FOR BUSINESS • TAG PROFILES • TASKS INTEGRATED WITH OUTLOOK • TRENDING TAGS • WIKIS
- 12. SHAREPOINT SEARCH FEATURES • ADVANCED CONTENT PROCESSING • CONTINUOUS CRAWLS • CUSTOM ENTITY EXTRACTION • DEEP LINKS • EVENT-BASED RELEVANCY • EXPERTISE SEARCH • EXTENSIBLE CONTENT PROCESSING • GRAPHICAL REFINERS • HYBRID SEARCH • MANAGE SEARCH SCHEMA • ON-PREMISES SEARCH INDEX • PHONETIC NAME MATCHING • QUERY RULES—ADD PROMOTED RESULTS • QUERY RULES—ADVANCED ACTIONS • QUERY SPELLING CORRECTION • QUERY SUGGESTIONS • QUERY THROTTLING • QUICK PREVIEW • RANKING MODELS • REFINERS • RESTFUL QUERY API/QUERY OM • RESULT SOURCES • SEARCH CONNECTOR FRAMEWORK • SEARCH RESULTS SORTING • SEARCH VERTICAL: “CONVERSATIONS” • SEARCH VERTICAL: “PEOPLE” • SEARCH VERTICAL: “VIDEO” • “THIS LIST” SEARCHES
- 13. SHAREPOINT SITE FEATURES • CHANGE THE LOOK • CONNECTIONS TO MICROSOFT OFFICE CLIENTS • CROSS BROWSER SUPPORT • CUSTOM MANAGED PATHS • GOVERNANCE • LARGE LIST SCALABILITY AND MANAGEMENT • MOBILE CONNECTIVITY • MULTI-LINGUAL USER INTERFACE • MY TASKS • OOTB WEB PARTS • PERMISSIONS MANAGEMENT • PROJECT FUNCTIONALITY FOR TEAM SITES • PROJECT SITE TEMPLATE • PROJECT SUMMARY WEB PART • PROJECT WORKSPACE • SHAREPOINT LISTS • SHAREPOINT RIBBON • SITE FOLDERS • TASK LIST • TEAM SITE: DRAG & DROP • TEAM SITE: NOTEBOOK • TEAM SITE: SIMPLIFIED ACCESS • TEMPLATES • THEMES • VARIATIONS • USAGE ANALYTICS • WORK MANAGEMENT SERVICE
- 14. SHAREPOINT DEVELOPER FEATURES • ACCESS SERVICES • APP CATALOG (SHAREPOINT) • APP DEPLOYMENT: CLOUD-HOSTED APPS • APP DEPLOYMENT: SHAREPOINT-HOSTED APPS • APP MANAGEMENT SERVICES • BCS: ALERTS FOR EXTERNAL LISTS • BCS: APP SCOPED EXTERNAL CONTENT TYPES (ECTS) • BCS: BUSINESS DATA WEBPARTS • BCS: EXTERNAL LIST • BCS: ODATA CONNECTOR • BCS: PROFILE PAGES • BCS: RICH CLIENT INTEGRATION • BCS: SECURE STORE SERVICE • BCS: TENANT-LEVEL EXTERNAL DATA LOG • BROWSER-BASED CUSTOMIZATIONS • CLIENT OBJECT MODEL (OM) • CUSTOM SITE DEFINITIONS & PROVISIONING • FORMS BASED APPLICATIONS • FULL-TRUST SOLUTIONS • INFOPATH FORMS SERVICES • JAVASCRIPT OBJECT MODEL • LIST AND LIBRARY APIS • REMOTE EVENT RECEIVER • REST API • SHAREPOINT DESIGN MANAGER • SHAREPOINT DESIGNER • SHAREPOINT STORE • WORKFLOW • WORKLOAD API
- 15. SHAREPOINT INSIGHT FEATURES • BUSINESS INTELLIGENCE CENTER • CALCULATED MEASURES AND MEMBERS • DATA CONNECTION LIBRARY • DECOUPLED PIVOTTABLES AND PIVOTCHARTS • EXCEL SERVICES • FIELD LIST AND FIELD SUPPORT • FILTER ENHANCEMENTS • FILTER SEARCH • PERFORMANCEPOINT SERVICES • POWER VIEW FOR EXCEL IN SHAREPOINT • POWER PIVOT FOR EXCEL IN SHAREPOINT • SCORECARDS & DASHBOARDS • SQL SERVER REPORTING SERVICES (SSRS) INTEGRATED MODE • TIMELINE SLICER • VISIO SERVICES
- 17. WHAT ARE YOUR CHALLENGES AT THAT FIRST MEETING?
- 18. THAT FIRST MEETING •One hour •Provide agenda •Keep it small (5 max) •Bring Post-it notes & Pens •Not a solution meeting
- 19. CITY OF MINNEAPOLIS Taking the “busy” Out of Your Day Tamara Bredemus Collaboration Team 612-673-5486
- 20. Agenda • What is SharePoint • Your pain points • How can SharePoint help
- 23. What do all of these tools do? What do you WANT to do?
- 24. Your Pain Points
- 25. BUILD YOUR PAIN POINT LIST •Use pain points from other users •Select the pain points that are discussed most often •These are just a jumping off point for this meeting •Keeps users focused on process and communication •Remember – you can’t fix stupid
- 26. Can’t find my documents Combining changes
- 27. EVERYONE GETS 2 POST-IT NOTES • Equal weight • Silent brainstorming • Look for spreadsheets & forms
- 28. What drives you crazy • 1) • 2)
- 29. PUT THEM ON THE BOARD • Group like • Keep it simple • Wait for end of meeting to vote for top three
- 31. SHOW EXAMPLES
- 32. SIMPLIFY FEATURES •List features in use •Use plain language •Keep it short
- 33. The Tools • File Management • Task/Request Management • Communication • Sharing • Process Automation • Dashboards • …and much, much more
- 34. THE TOOLS •File management (Metadata vs. Folders, Search, Views, Grouping) •Task/request management (Lists, Views, Alerts, Workflows) •Communication (Announcement Lists, Alerts, Workflows) •Sharing (Internal & External Users, Permissions) •Process automation (Workflow, Alerts, Views) •Dashboards (Views, KPIs, Project Summary, Calendar View Overlay) •…And much, much more
- 35. OUTSIDE RESOURCES •Lynda.com – free through most libraries •Visualsp.com •Community Ed Classes •Business Training Classes
- 36. The Training • Free in-person • Quick start guide* • Online* • Open office hours* • User group* *Currently under construction
- 37. THE TRAINING •Teach people to fend for themselves •Give people a place to share •Provide list of outside resources •Only offer what you can deliver
- 38. The Support • Configurable solutions are FREE! • Free internal consulting • Works from anywhere (internet access required) • Cross browser support • You own your collaboration environment NOT IT • You provide Site Owners
- 39. THE SUPPORT •Cost •Timeline •Options for builds •Have a Job Description ready for Site Owners •Include time commitment for build and on-going support
- 40. The Environments CityTalk Department Project SolutionCommunity
- 41. The Environments CityTalk Owned by: Communications & IT Many readers Few contributors Communicate with ALL employees Department splash pages
- 42. The Environments Department/Division Owned by: Department/Division Department readers Department contributors Collaborate within Department & Divisions Division sub-sites
- 43. The Environments Project Site Collection by: IT Sub-Sites by: Project Internal and External readers & contributors Manage project Create & store artifacts Created on demand
- 44. The Environments Communities Site Collection IT Sub-Sites by Community Internal users across Departments & Divisions Share & communicate within a community of practice Created on demand
- 45. The Environments Solutions Owned by solution owner Internal & External users Business solutions used across departments & externally Created as needed
- 46. The Environments Department Division Owned by: Department/Division Department readers Department contributors Collaborate within Department & Divisions Navigation connects site collections Project Site Collection by: IT Sub-Sites by: Project Internal and External readers & contributors Manage project Create & store artifacts Created on demand Solutions Owned by: Solution owner Internal & External users Business solutions used across departments & externally Created as needed CityTalk Owned by: Communications & IT Many readers Few contributors Communicate with ALL employees Department/Division Splash Page/Section Communities Site Collection IT Sub-Sites by Community Internal users across Departments & Divisions Share & communicate within a community of practice Created on demand
- 47. Next Steps… • Meet to discuss high level needs • Prioritize needs • Gather specific requirements • Build • Test • Release
- 48. NEXT STEPS… •Set reminder to follow up •Think crawl, walk, run •Pick the low hanging fruit – High ROI •Invite Site Owner to build •Build a little. Review a little.
- 50. So You Want to be a SharePoint Developer, In ~60 Minutes you can Become a SharePoint Padawan 4:15PM By Ryan Schouten Next Up…
- 52. • VISIT EXTACLOUD’S BOOTH FOR WRIST BANDS! Scallywag's Irish Pub 508 9th Ave, between 38th & 39th. [6 minutes walk] Scallywags also serves food. http://www.scallywagsnyc.com/
Editor's Notes
- SharePoint is a collection of tools and materials used to build a solution to a business need.