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Creating Your Company's
Roadmap to SharePoint Success



                November 2010
Quick Facts



About Us           Approach            Partnerships
• 20th Year        • Vendor Agnostic   • Microsoft Gold
                                           • Central Region Client
• Grand Rapids &   • Non-reseller            Experience Award Winner
  Royal Oak        • Professional      •    VMware Enterprise
• 25 Staff           Services Only     •    Cisco Premier
                                       •    Novell Platinum
                                       •    Citrix Silver
Expertise
Project Management     Infrastructure




Collaboration          Access & Identity Management
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                         2010 
                                                                POC                       Deployment
              1Q’10               2Q’10              3Q’10              4Q’10                1H’11           2H’11              1H’12               2h’12

                                                     Search                                                  Document Management
                                   Taxonomy                          FAST Search
Platform




                  Video Streaming                                    New Site Design
           SharePoint Backup              Archive                                                    Multi‐language
                                 Build 2010 Farm             Site Analytics                                                  Exchange POC
                                     WSS Site Migrations                                                                        OCS POC
                                 People Search                            Social Networking
People




                                                                               New My Site
                                                             Social Analytics
Publish




              Corporate News
                          Intranet Requirements                                                  Intranet Design / Deliver
                            Validation 
Process




                                                                Enterprise Forms Define / Design / Deploy
                                                 Workflow Selection                                            BI / Reporting / OBIEE Integration
                           Forms Dev. Standards                App Testing                                      Legacy App Strategy
           3rd Party Web Parts                             Documentum Search                                                          Project Server
Apps




                                                                       MS Access POC                              Migrate MS Access Apps
                                                     Identify & Plan Applications:
                                                                                   Office 2010
                                                           SP 2010 Offline POC                                               Outlook 2010 POC
Client




                                              IE 7            Mobile                 Calendar
                          Notes 8.51 & Mainsoft
           Windows 7 POC and Deployment
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
          Sites
          Sites                 Communities
                                Communities                    Content
                                                               Content                      Search                      Insights                   Composites                  Service Specific

• RSS Content                • People and groups        • Document                  • Search in a single site    • Integrated business         • Forms libraries          • Multiple Site 
  Syndication                  lists                      Information Panel           collection                   intelligence                • Custom non‐code            Collections per 
• Privacy and security       • Calendars                • Document Action Bar                                      dashboards                    workflows                  customer
                                                                                    • Enterprise content         • Key performance                                        • Manage Site 
• Audience Targeting         • Email Integration        • Retention and                                                                        • Centralized forms 
                                                                                      sources                      indicators (KPIs)                                        Collection Features 
• Site and document          • Task Coordination          Auditing policies                                                                      management and 
                                                                                    • Cross site‐collection      • Filter web parts              control                    and quota
  aggregation                • Surveys                  • Navigation controls
                                                                                      search                                                                              • Off‐boarding of 
• Site Manager               • Document                 • Content publishing                                     • Integrated flexible         • Design once 
                                                                                    • Admin and                    spreadsheet                   development model          customer data
• Mobile Device                Collaboration            • Page Layouts                Management
  Support                                                                                                          publishing                  • Form import wizard
                             • Issue Tracking                                       • Indexing Controls                                                                   • Vanity domains for 
                                                                                                                 • Share manage and            • Integrated                 non‐SSL sites only
• SharePoint sites and       • Templates
                                                        • Improved Content          • Phonetic Search              control spreadsheets          deployment model for 
  Documents Roll up                                                                                                                                                       • Tenant admin across 
  web parts                                               authoring                 • People search              • Web based business            no‐code forms
                             • Standard Site                                                                                                                                site collections
                               templates                • Slide Libraries                                          intelligence using          • Compatibility Checker
• Integration with                                                                  • Business Data Search                                                                • Better control of 
                                                        • Document                                                 excel services
  SharePoint designer        • Improved Wikis and                                     (via Indexing and                                                                     FQDNs
  (except site backup          Blogs                      Management Site             federated query)           • Data connection 
                                                                                                                                                                          • Managed path site 
  and restore                                             Templates                                                libraries
                             • Real time presence                                   • FAST                                                                                  collections
                               and communication        • Standard Enterprise                                    • Report center
                                                                                    • Defining new custom                                      • Improved Forms 
                                                          and Publishing Site         content sources            • Visio Integration             Technology
                             • Tagging (Content and 
                                                          templates                                              • Web Analytics
                               Expertise)                                           • Crawling BDC Data                                        • Improved Workflows
• Portal Site Templates                                 • Policies, auditing and 
                             • Rating                                               • Relevance Features         • Improved Usage              • Business Document 
• Site Directory                                          compliance                                               Analytics
                                                                                                                                                                                   Other
                             • Note Board                                                • Did you mean?                                         Workflow Support 
• Colleagues and                                        • Improved Records 
  membership web             • Tag Cloud                  Repository                     • Query                                               • Partial trusted 
                                                                                                                                                 workflow actions         • Project Online
  parts                      • Activity Feed            • Legal holds                       Recommendatio
                                                                                                                                               • Access Services          • Access Services
• User Profiles import       • Standard Meeting Site                                        n                    • Performance Point 
                                                        • Metadata and 
• Extranet Access              Templates                                            • Configure crawled file       Services                    • Improved SharePoint      • Configure blocked file 
                                                          taxonomy
                             • SharePoint                                             type                       • Business data web             Designer                   type
• Anonymous Access                                      • Content Organizer
                               WorkSpace                                            • Authoritative pages          parts                       • Sandbox Solutions        • Self service site 
• Multi‐lingual user                                    • Metadata driven 
  interface                  • Hierarchical               Navigation                                             • Business data actions                                    creation
                               Organization Chart                                                                                                                         • Custom Managed 
• New UX                                                • Document IDs 
                             • Improved My Sites                                                                                               • BCS (read/write)           Paths
• Cross Browser                                         • Document Sets
  Support (Safari, IE, FF)                                                                                                                     • Custom Installed         • Roll up usage 
                                                        • Office Web Apps                                                                                                   Analytics
• Office 2010 Client                                    • Integration with                                                                       InfoPath form 
  integration                                             Microsoft information                                                                  templates
                                                          rights management                                                                    • External Lists
                                                          (IRM)
                                                        • Site variations
                                                        • Content staging and                                                                           • SharePoint 2010 
                                                          deployment                                                          • Online today              feature coming to         On‐premises only
                                                        • Configure Information                                                                           SharePoint Online
                                                          Management
                                                                                                                                 *Capacity increase: 10 GB for each subscribing
                                                                                                                                 company plus 500MB per user (USL).
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                         2010 
                                                                POC                       Deployment
              1Q’10               2Q’10              3Q’10              4Q’10                1H’11           2H’11              1H’12               2h’12

                                                     Search                                                  Document Management
                                   Taxonomy                          FAST Search
Platform




                  Video Streaming                                    New Site Design
           SharePoint Backup              Archive                                                    Multi‐language
                                 Build 2010 Farm             Site Analytics                                                  Exchange POC
                                     WSS Site Migrations                                                                        OCS POC
                                 People Search                            Social Networking
People




                                                                               New My Site
                                                             Social Analytics
Publish




              Corporate News
                          Intranet Requirements                                                  Intranet Design / Deliver
                            Validation 
Process




                                                                Enterprise Forms Define / Design / Deploy
                                                 Workflow Selection                                            BI / Reporting / OBIEE Integration
                           Forms Dev. Standards                App Testing                                      Legacy App Strategy
           3rd Party Web Parts                             Documentum Search                                                          Project Server
Apps




                                                                       MS Access POC                              Migrate MS Access Apps
                                                     Identify & Plan Applications:
                                                                                   Office 2010
                                                           SP 2010 Offline POC                                               Outlook 2010 POC
Client




                                              IE 7            Mobile                 Calendar
                          Notes 8.51 & Mainsoft
           Windows 7 POC and Deployment
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
Thank You

Royal Oak                                  Grand Rapids
306 S. Washington Ave.                     15 Ionia SW
Suite 212                                  Suite 270
Royal Oak, MI 48067                        Grand Rapids, MI 49503
p: (248) 546-1800                          p: (616) 776-1600




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

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Creating your Company's Roadmap to SharePoint Success

  • 1. Creating Your Company's Roadmap to SharePoint Success November 2010
  • 2. Quick Facts About Us Approach Partnerships • 20th Year • Vendor Agnostic • Microsoft Gold • Central Region Client • Grand Rapids & • Non-reseller Experience Award Winner Royal Oak • Professional • VMware Enterprise • 25 Staff Services Only • Cisco Premier • Novell Platinum • Citrix Silver
  • 3. Expertise Project Management Infrastructure Collaboration Access & Identity Management
  • 4. 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
  • 5. 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
  • 6. Roadmap Approach • See, Think, Draw – standard strategic planning method • See: – Understand the current state, some amount of discovery – People – Successes and Failures
  • 7. 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
  • 8. 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
  • 9. Roadmap Outputs • Roadmap scheduling, based on dependencies, priority • Hardware and software costs • Narrative of decisions, training, staffing, governance
  • 10. 2010  2010  POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST Search Platform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics  Exchange POC WSS Site Migrations OCS POC People Search Social Networking People New My Site Social Analytics Publish Corporate News Intranet Requirements  Intranet Design / Deliver Validation  Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project Server Apps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POC Client IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
  • 11. 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
  • 12. 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.
  • 13. 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)
  • 14. 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
  • 15. 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
  • 16. 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
  • 17. 2010 Decisions - People Social networking issues • Trust • Ownership • Productivity • Legalities
  • 18. 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
  • 19. 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
  • 20. 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
  • 21. 2010 Decisions • ECM – In place records management • Document life cycle, legal hold – Managed metadata • Sharing across site collections, managed keywords, managed terms, hierarchies • BPOS
  • 22. Detail Comparison Sites Sites Communities Communities Content Content Search Insights Composites Service Specific • RSS Content  • People and groups  • Document  • Search in a single site  • Integrated business  • Forms libraries • Multiple Site  Syndication lists Information Panel collection intelligence  • Custom non‐code  Collections per  • Privacy and security • Calendars • Document Action Bar dashboards workflows customer • Enterprise content  • Key performance  • Manage Site  • Audience Targeting  • Email Integration • Retention and  • Centralized forms  sources indicators (KPIs) Collection Features  • Site and document  • Task Coordination Auditing policies management and  • Cross site‐collection  • Filter web parts control and quota aggregation • Surveys • Navigation controls search • Off‐boarding of  • Site Manager • Document  • Content publishing • Integrated flexible  • Design once  • Admin and  spreadsheet  development model customer data • Mobile Device  Collaboration • Page Layouts Management Support publishing • Form import wizard • Issue Tracking • Indexing Controls • Vanity domains for  • Share manage and  • Integrated  non‐SSL sites only • SharePoint sites and  • Templates • Improved Content  • Phonetic Search control spreadsheets deployment model for  Documents Roll up  • Tenant admin across  web parts authoring  • People search • Web based business  no‐code forms • Standard Site  site collections templates • Slide Libraries intelligence using  • Compatibility Checker • Integration with  • Business Data Search  • Better control of  • Document  excel services SharePoint designer  • Improved Wikis and  (via Indexing and  FQDNs (except site backup  Blogs Management Site  federated query) • Data connection  • Managed path site  and restore Templates libraries • Real time presence  • FAST collections and communication • Standard Enterprise   • Report center • Defining new custom  • Improved Forms  and Publishing Site  content sources • Visio Integration Technology • Tagging (Content and  templates • Web Analytics Expertise) • Crawling BDC Data • Improved Workflows • Portal Site Templates • Policies, auditing and  • Rating • Relevance Features  • Improved Usage  • Business Document  • Site Directory compliance Analytics Other • Note Board • Did you mean? Workflow Support  • Colleagues and  • Improved Records  membership web  • Tag Cloud Repository • Query  • Partial trusted  workflow actions • Project Online parts • Activity Feed • Legal holds Recommendatio • Access Services • Access Services • User Profiles import • Standard Meeting Site  n • Performance Point  • Metadata and  • Extranet Access Templates • Configure crawled file  Services • Improved SharePoint  • Configure blocked file  taxonomy • SharePoint  type • Business data web  Designer type • Anonymous Access • Content Organizer WorkSpace • Authoritative pages parts • Sandbox Solutions • Self service site  • Multi‐lingual user  • Metadata driven  interface • Hierarchical  Navigation • Business data actions creation Organization Chart • Custom Managed  • New UX • Document IDs  • Improved My Sites • BCS (read/write) Paths • Cross Browser  • Document Sets Support (Safari, IE, FF) • Custom Installed  • Roll up usage  • Office Web Apps Analytics • Office 2010 Client  • Integration with  InfoPath form  integration Microsoft information  templates rights management  • External Lists (IRM) • Site variations • Content staging and  • SharePoint 2010  deployment • Online today feature coming to  On‐premises only • Configure Information  SharePoint Online Management *Capacity increase: 10 GB for each subscribing company plus 500MB per user (USL).
  • 23. 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
  • 24. 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
  • 25. 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
  • 26. 2010  2010  POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST Search Platform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics  Exchange POC WSS Site Migrations OCS POC People Search Social Networking People New My Site Social Analytics Publish Corporate News Intranet Requirements  Intranet Design / Deliver Validation  Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project Server Apps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POC Client IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
  • 27. 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
  • 28. Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 p: (248) 546-1800 p: (616) 776-1600 www.cdh.com (c) C/D/H 2007. All rights reserved