good to great intranets: a review of sharepoint 2010 features for intranets

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Good to Great Intranets - A review of SharePoint 2010 features for Intranets collaboration news workspaces project intranet extranet workflow online forms self service portals employees web content management integration business intelligence focused goals multilingual dynamic single point of access communication departmental lists document management libraries templates communities blogs wikis web 2.0 alerts single source of truth product lifecycle knowledge management metadata extensible taxonomy rich media business solutions Microsoft SharePoint 2010 social networking announcements personalization automation publishing enterprise search The Consolidated Enterprise Workplace Platform Team Site My Site Information Need Information Evaluation Multiple Information Silos Across Enterprise Share/Consumption Intranets 2011

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Having worked with several hundred organizations, building and managing Intranets, we know that many organizations struggle with various issues in developing the right platform/tools/features for intranets that will allow the intranet to be a great communications AND a collaboration platform. With the popularity of social tools, there is also a clamor for social and mobile features in Intranets from user communities that do not see organizations keeping pace with changes and expectations of users. Additionally, there are always challenges of user adoption, information architecture and organization, effectiveness of Search along with implementation of workflow/governance standards. This presentation will cover the following: Understanding and exploring the different key aspects and business functionalities that are the Prime Success Factors of your SharePoint Intranet. Addressing critical questions that help in building a successful SharePoint Intranet. In-depth analysis to understand "Why & How" of SharePoint 2010 for Enterprise Intranets, with - Understanding capabilities that facilitates enhanced user experience with social applications and the flexibility of personalization. How to leverage the digital environment with integrated dashboards and digital asset management. Insights on aggregating data, content, documents and information from a variety of sources and mobile access. Discover new ways to streamline communication by having a central location to manage announcements and handle organizational communications. Learn how to track documents and content updates, helping to stay on track of changes, users/groups in charge of them, and governance for information and content policies. Learn about tagging, managed metadata and categorizing documents and information in an easy to handle and more contextual manner. The road ahead on how to deploy and sustain your intranets - A reference roadmap for your intranet.

TRANSCRIPT

Page 1: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Good to Great Intranets - A review of SharePoint 2010 features for Intranets

collaboration news workspaces project intranet extranet

workflow online forms self service portals employees web content management

integration business intelligence focused goals multilingual dynamic

single point of access communication departmental lists document management libraries templates communities blogs wikis web 2.0 alerts

single source of truth product lifecycle knowledge management metadata extensible taxonomy rich media business

solutions Microsoft SharePoint 2010 social networking

announcements personalization automation publishing enterprise search

The Consolidated Enterprise Workplace

Platform

Team Site

My Site

Information Need

Information Evaluation

Multiple Information Silos Across Enterprise

Share/Consumption

Intranets 2011

Page 2: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

OU

R P

AS

SIO

N

We think that the internet and the adoption of its trends are an indicator for corporate innovations. We are passionate about helping our clients interpret, leverage, and maximize the benefits of these trends by making it a reality in their environments.

Be a leader in the adoption of new and

significant trends in the technology

marketplace that influence our

customer’s business. Pace ourselves to

the Urgent needs of our customers. Be a

Trusted Advisor. Add Value to every

relationship.

Our Service Offerings

• End to End SharePoint Deployment

Services

• Intranets 2.0

• SharePoint Application Development

• Social Platforms & Social Media

• Project Management & Collaboration

• Business Intelligence Applications

• Idea and Innovation Management

Solution.

Technologies

• Microsoft SharePoint

• Microsoft SQL Server

• Microsoft Project Server

• Microsoft .NET

• Open source Platforms – Drupal, Joomla

• SilverLight , Flash & Adobe AIR platform

FEATURED CUSTOMERS

Uncompromising focus on the success of

every relationship, project and solution.

We go the extra mile, stay the extra night

in our quest to help our customers

achieve the 110% results from the

investments they are making with us and

the solutions we build.

Our Product Areas

• Corevo Commerce – Procurement

Applications for SharePoint

• SharePoint Add-Ons

OU

R V

ISIO

NO

UR

VA

LU

E

PARTNERSHIPS

Page 3: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Partial list of Our Clients:

Page 4: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Hot off the press … recent implementations of Intranets

Page 5: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

1. Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

Page 6: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

“How do we keep content interesting and fresh across

the enterprise?”

“Should we migrate to SharePoint?”

We hear these often – “The Need”

“How do we deliver contextual content to users?”

“How do we make our

content more searchable?”

Good to Great Intranets – How do They Look in 2011?

“How do we enable mobile users for our intranet ?”

Page 7: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Collaborate

Participate

Expertise

Intranets 2011 = The Consolidated Work Place

Social

ToolsBlogs &

Wikis

People &

Content Search

News Feeds

Rating

Commenting

Microblogging

Mobile

IntranetsInternationalization

Business

Applications

Real Time

Data

Digital

Dashboards

Integrate to the

Informal Structure

Integrate to the daily

work requirements

Workforce Enhancements

Teams

Individuals

Enterprise

Knowledge Management

Departments

Content ManagementGovernance

Document Management

Workflows

Self Service

Security

Collaboration

Enterprise 2.0

Formal Infrastructure

Good to Great Intranets – How do They Look in 2011?

Page 8: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Trends & Best Practices

Trends Best Practices

§ Content Management:§ People & Content Search

§ Language Management

§ Taxonomy & Translation

§ Employee Enhancement:§ User Profiling

§ Task Management

§ Customization

§ Social Networking

§ Business Objectives:§ Business Tools

§ Governance

§ Internationalization

§ Technology:§ Digital Dashboards

§ Real-time Data

§ Mobile Intranet

§ Information Architecture

§ Mobile Intranet

§ Social Networking

§ User Experience

§ Internationalization

§ Governance

Good to Great Intranets – How do They Look in 2011?

Page 9: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

2. What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Page 10: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Consolidated Workspace

Interface

• Multi-channel Information

Accessibility

• User Participation

When managing information across enterprise, there are

three major aspects to focus on –

Content Management

Business Process Management

Search Enhancement

Social Networking

Collaboration

User Profile

Mu

ltip

le In

form

ati

on

Silo

s A

cro

ss

En

terp

ris

e

Tacit

Information

Explicit

Information

Us

er P

artic

ipa

tion

Co

ns

olid

ate

d W

ork

sp

ac

e

Inte

rfac

e

Mu

lti-ch

an

ne

l Info

rma

tion

Ac

ce

ss

ibility

Microsoft SharePoint 2010

Anticipated Need

Information Need

Intra

ne

t 20

11

Content Publishing

Document lifecycle management

Digital asset management

Line of business data

Workflows and approvals – Out-of- the- Box

Records retrievals and archiving

Forms and requestsCustomized workflows

Reusable declarative workflowsPluggable workflow services

Team Sites

Project PortalsCommunity Services

Discussion Portals

Knowledge Wikis

Search Server 2010

Express

FAST Search for

SharePoint 2010

User profiles

Social Tagging

Micro blogging

User activity feedback

BI

KPIsAnalytics

Personalization

User profile management

Customization

Following colleagues

Quick links

Digital Dashboards

Unanticipated Need

What Makes SharePoint Intranets Successful?

Page 11: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Collaboration

§ Team Sites

§ Project Portals

§ Community Sites

§ Discussion Portals

§ Knowledge Wikis

Information Management

§ Workflows and Approvals

§ Content Publishing

§ Document Lifecycle Management

§ Records Retrievals and Archiving

§ Digital Assets Management

§ Back End Systems Integration

§ Line of Business Data

Employee Enhancement

§ Forms and Requests

§ FAQs

§ Videos, Tutorials, and Self Helps

§ Knowledge Management Portals

§ Support

§ Idea Management

§ Manager Tools

§ Facility Maps

Enterprise Network

§ My Sites

§ Department Portals

§ Activity Portals

§ Social Networking

§ Mobile Intranet

What Makes SharePoint Intranets Successful?

Page 12: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

3. Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

Page 13: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Keep Content Alive with Enterprise Content Management & Search:

§ Governed taxonomy + Folksonomy = Managed Metadata

§ Pinpointing search, people search, expertise, and social tagging

§ Simplification and standardization of content

§ Standardized content type and document set for reuse

§ Prominence to user generated content through quick contribution and sharing

• Deploy Intranets as a Self Service Platform:

§ Combination of different self -service applications - enterprise level , team site level, and peer to peer level .

§ Deliver HR, Finance and Facilities related services such as taxation information, benefit forms, expense reporting, etc. for users to access content from a central and secure repository .

Organize and Collaborate:

§ Support concurrency for cross -functional projects

§ Integrated platform for collaboration, idea generation, and knowledge sharing

§ Identify and address specific needs and initiatives around projects, departments, and collaboration teams.

• Leverage the Digital Environment:

§ Rich multimedia support

§ Access real-time information and enhanced visual representation of business intelligence outputs through a single dashboard

Let’s Break it Down Further …

Page 14: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Engage Users with Social Tools:

§ Collaborative architecture to connect and share knowledge

§ Virtual resource hub in terms of knowledge, talent, and subject matter expertise

§ Enhanced search, people-based information sourcing, user tagging, and social profiling

§ Platform that provides higher user engagement and converts content consumer and synthesizer intocreator

• Foster a Dynamic Work Place:

§ Access and work from anywhere – users have been accorded greater information accessibility regardless oflocation

§ Mobile intranet allow users to access information on-the-go

§ Support collaboration and concurrency in cross-functional business activities

• Improve and Optimize - Migrate:

§ Agile Business Platform – SharePoint 2010

§ Think beyond Client Server Applications

§ Seamless integration between internal and external parties – XML, HTTP, and SOAP Standards

§ Utilize Business Connectivity Services to leverage existing enterprise systems

Let’s Break it Down Further…

Page 15: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

4.

Page 16: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

User Experience

Dashboards

Search

Advanced Content

Processing

Taxonomy, Metadata &

Term Sets

Information Architecture

Social Business Tools

Governance

Mobile Intranet

Performance Optimization

Information Usage

Bu

sin

es

s V

alu

e

Enablers of Successful SharePoint

Intranet

Communication

& Information

Sharing Intranet

Self-Service

Intranet

Enterprise

Information Portal

Collaboration

Driven Intranet

Digital Dashboards

Consolidated

Workspace Interfaces

Evolution of SharePoint intranet and key enablers

of its success……

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Page 17: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

§ Governance, Information Architecture, and

Content Management

§ User Experience

§ Social Applications

§ Mobile Intranet

§ Search and Advanced Content Processing

§ Taxonomy, Metadata, and Term Sets

§ Workflows

§ Dashboards

§ Performance Optimization

Page 18: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetGovernance

Simple and consistent IA, intuitive userexperience and rich personalization featuresdoesn’t confirm the success of an intranet;proper execution is one of the key aspects ofsuccessful user adoption. Governance ofenterprise intranet is all about striking a balancebetween user autonomy and compliance.

• The degree of governance increases as itmoves towards the enterprise level; threeprimary considerations of governance are –

Maximum control on technical strategyand minimum control on tactical usageFocusing on people and their

responsibilitiesSponsorship (Individual or committee

serves as the final arbiter for allescalations)

Personalization

(My Sites)

Workspaces

Team Sites

Publishing Sites

Site Collections

Top Level Sites

Web Applications

Policy, Standards, Templates,

Taxonomy, Managed

Metadata, Document Types

Low

High

Degree of Governance

Personalization

Collaboration

Publishing

Page 19: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Depending upon the size of the organization, there are four models of governance to consider –Centralized (Single Owner, Bureaucratic, & Highly Controlled)Decentralized (No Single Owner, Policy and Guideline Driven)Collaborative (Central Platform but Decentralized Content, Committee/Council Driven)Hybrid, Decentralized (Central Platform but Decentralized Content, One Business Owner for Homepage & Site

Structure, Executive Champions)• The following table describes how content for different types of SharePoint sites should be handled -

SharePoint site type Controlled content Ad hoc content Permanent content Short-lived content

Corporate portal Tightly governed

Push content

Dashboards

Business intelligence

Business process

management

Applications

Divisional portal Tightly governed

Push content

Dashboards

Business intelligence

Business process

management

Applications

Departmental and team sites Loosely governed

Push/pull content

Knowledge management

Information sharing

Project and team sites Loosely governed

Push/pull content

Collaboration

Personal My Sites Loosely governed

Push/pull content

Personal information

Public/private views

*Source: SharePoint Intranet Portal Service Governance Plan

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetGovernance

Page 20: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetGovernance

Governance Areas Features Available

The structure of sites and sub sites Determine sites and sub sites

Document libraries • Analyze document usage

• Plan document libraries

• Plan enterprise content storage

Navigation Plan site navigation (Office SharePoint Server)

Metadata Plan content types

Content expiration Plan information management policies

Records management Plan records management

Moving content • Plan content deployment

• Plan workflows

Templates Working with site templates and definitions

Content approval Plan versioning, content approval, and checkouts

Standardization across sites SharePoint cross-site configuration

Information management policies Plan information management policies

Our approach for building governance framework for Intranet

Page 21: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Information Architecture and Content Management

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Information Architecture & Content Management should

accentuate organizational schemes and structure, define

content types, logical grouping of content, and relation

with different groups and help to establish a simple and

consistent navigation.

• Microsoft SharePoint provides synergy of three

applications on a single web delivery platform:

Publishing (Content Management System)

Collaboration (Team Sites)

Personalization (My Sites)

• The above three applications act as a reference frame

to build three layer orientation of intranet IA i.e.

Enterprise Level

User job role and business unit level

Individual user level.

Page 22: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

§ Navigation by metadata in a SharePoint

Server 2010 list (faceted navigation)

§ Navigation hierarchy and key filters

§ Showing content from specific category

§ Facilitate alternative navigation

§ Configuration of list setting to specify list

field as navigator

Information Architecture & Content Management

Navigation hierarchy

Key Filters

Page 23: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetInformation Architecture & Content Management

• Previously, reusability of the content type across

multiple site was chaotic

• SharePoint 2010 facilitates simplification and

standardization of content type by using

document set and enterprise content type when

commonalities, document policy, and defaults

are in place

• In Managed Metadata Service Application

administrator can set content type hub

• Content type consumption is enabled from

Managed Metadata Service connection

• There are three options available in content type

hub such as, publish, unpublished and republish

• Managed Metadata Service facilitate scheduling

content type publication and alerts on content

type updates

Creation of Content Type

Page 24: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetInformation Architecture & Content Management

Creation of Document Sets

• Allows users to collaborate on related

documents without having to create a

new document library or site

• Common metadata for documents in a

document set

• Automatic creation of default

documents when document sets are set

up

• A web part page called a ‘welcome

page’ displays all the content of the

document set

• Users can specify the content type

inside the document set

• Workflows can be assigned to each

document set rather than assigning

workflows for each document

Page 25: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetInformation Architecture & Content Management

Content Organizer

• Content Organizer allows the user to add

certain types of content to the ‘Drop-off

Library’

• With the help of certain rule set, content

organizer can define the document

destination in the site

• Timer of managed metadata actually

handle the processing of the rules

Page 26: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Inline Editing

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetInformation Architecture & Content Management

• Inline editing of SharePoint list facilitates

faster data entry

Unique Document Id• Enhanced records management through unique

identifier for each document

• Specific URL contains document location information

• Active across all sites and document management

lifecycle

• Office Integration

Page 27: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

SharePoint 2010 capabilities facilitate the

flexibility of personalization as per the business

need with structured integration of corporate

communication and self service applications.

Behind higher user engagement and collaboration

we found a positive co-relation among the

following three layers, which were perfectly

executed by SharePoint platform –

Strategic (Business Objective, Culture,

Work Environment, and Activity)

Utilitarian and Aesthetics (Look, Feel, and

Usability)

Interactivity (Where users interact with

context and content)

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

User Experience

Busi

ness

Obje

ctiv

e

Work

Envi

ronm

ent

Culture

Content

Activity

Context

Look Feel

Usability

Page 28: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Most organizations are trying to ensure the user acceptance and engagement by considering the

preference of generation ‘Y’ workers towards a contemporary digital world.

• Multiple homepage options so that users can choose which one best suits their needs.

• Faster execution of all applications with shorter page loading and refreshing time - to enhance

the performance of intranet we use SharePoint Caching and Image Optimizer .

• Implement search capabilities that allow employees to obtain relevant information including

documents, content, profiles, experts, etc. in shorter amounts of time – “Accurate results leads to

greater productivity”.

• Web 2.0, collaboration, social networking, and internet styles while designing the user

experience.

• Higher level of personalization like -

My Favorite Links

My Teams

My RSS Feeds

My Weather

People I am Following

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

User Experience

Page 29: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Social Applications

SharePoint 2010 allows the administrator to strike abalance between diversity and aggregation of relevantsocial networking tools for your enterprise intranet.Considering the benefits of collective intelligence weobserved that developing a synergy of user action andtracking them or guiding them towards collaborativevalue creation through listing, ranking, collaborativefiltering and knowledge sharing is an essentialcriterion of optimizing social aspects into the intranet.

• In alignment with intranet objectives, SharePoint2010 allow us to come up with an optimalcombination of social tools that can channelizeyour business goal through traceable useractions under a secure web environment.

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

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User Responsiveness

PC Era

Web 1.0

Web 2.0

Enterprise 2.0

Ina

cti

ve

Pa

ss

ive

Re

ac

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e

Pro

ac

tiv

e

Co

lla

bo

rati

ve

& C

rea

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People &

Content Search

My Site

MicrobloggingRanking

Social ToolsBlogs &

Wikis

Industry &

News Feeds

Page 30: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Social Applications

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

People - Tools are provided to Manage User Properties

as well as to Manage User Profiles, Manage User Sub-

Types, Manage Audiences, Schedule Audience

Compilation, Manage User Permissions, Compile

Audiences, and Manage Policies

Synchronization - Tools provided include Configure

Synchronization Connections, Configure

Synchronization Timer Job, Configure Synchronization

Settings, and Start Profile Synchronization. These are

important because they will determine where the user profiles get their data from and the update schedule

Organizations - Tools include Manage Organization

Properties, Manage Organization Profiles, and Manage

Organization Sub-Types

My Site settings - Setup My Sites, Configure Trusted

Host Locations, Configure Personalization Site, Publish

Links to Office Client Applications, Manage Social Tags,

and Notes

Page 31: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Mobile Intranets

In the year 2010 - 30% of the winning intranets had a mobile version

In the year 2011 – 60% of the winning intranets are expected to have a mobile version

The above statistics reflect the increasing demand of mobile intranets; the evolution of mobile technology is also facilitating the business need of real-time information access while users is on the move but incorporating intranet into mobile requires a different set of strategic implementation to achieve optimum result. After researching mobile intranet usability, it becomes apparent that users do not want to engage in tasks where in-depth information access is required so tactical amalgamation of features after evaluation of user need is very essential. The following are few major considerations when we extend intranets to mobile….

User job responsibility and information usageType of mobile devicePerformance optimization and user

experience

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Enterprise 2.0

Web 2.0

Web 1.0

PC Era Mobile 1.0

Mobile 1.5

Mobile 2.0

We

b E

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luti

on

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ile

Te

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Mobile SharePoint Dashboards

Extended Collaborative Business

Applications

Mobile Web Browser to Access

SharePoint Data

Mobile Business Intelligence through

Excel Services

RSS Integration with Outlook Web

Access

Integrated Social Applications

Search as web but with

reduced functionality

Standard Mobile Applications.

Improved mobile web sites

Web–based Applications

Complete utilization of the

platform through business

collaboration Applications

Page 32: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Strategic amalgamation of features considering small screens, input devices, download delays, and

design and compatibility of mobile sites

• Mobile browser-based access to SharePoint data

• Single sign in for user and forced logout based on timeout for security

• Highly customizable layout to synchronize usability with business objective along with business

collaboration capabilities

• Extended search for user provides contextual information accessibility

• RSS feeds to alert users on SharePoint workflow changes and also one user can sync RSS feeds via

mobile and Outlook Web Access on an SSL Portal

• Mobile SharePoint dashboards

• Mobile business intelligence through Excel services

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Mobile Intranets

Page 33: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Search

Delivering contextual information to

all business stakeholders is a key

driver for all enterprises.

Our recent implementations have

been focused on optimization of

Microsoft Search Family for filtering

information chaos out of your

organization.

The following are values which allow

your intranet to be agile –

• Common Framework for UI

• Social search features and

integration

• Logical content processing

• Enterprise scale search

capability

Microsoft Search Family

Fast, easy and powerful

search for free!!

Comprehensive Intranet

Search

High-end Search

Delivered through

SharePoint

Page 34: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

FAST for SharePoint

Example of conversational search

• Search can be refined based on metadata from

SharePoint

• Enable enrichment of metadata based on entity

extraction

• Facilitates managed properties to be used as search

refiners

• Easy configuration of refinement web parts for

displaying new refiner

• Building search driven applications

• Can work with SharePoint meta-data

• Can work with people preferences

• Search history

Content

Connectors

SharePoint

FAST

Document

ProcessingIndexing Search Query & Result

SharePoint APIs

Users &

Search Centers

Administration

Page 35: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Advanced Content Processing Out-of-the-Box

•Configurable content processing pipeline

Automatically transform process and content

•Robust linguistic support

Over 80 languages support

45 languages with advanced linguistic features

•Property extraction to create new metadata –

Prebuilt extractor: Person, Location, Company

Generic Extractor

Rich extensibility

Page 36: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Taxonomy, Metadata & Term Sets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

In SharePoint 2007, managing taxonomy was a huge blind spot but thanks to enhanced information storage and

retrieval, SharePoint 2010 facilitates a whole new approach of managed metadata.

Managed Metadata = Taxonomy + Folksonomy

Managed Metadata Framework Features –

Term Synonyms

Multi-lingual

Taxonomy management

Term Description

Security User Feedback

Social Tagging

SharePoint 2010

Managed Metadata

Services

Content Type Hub

Content Types

Term Store

One term store per shared

Application

Group (s)

Multiple per term store

Term Set (s)

Multiple term sets per group

Term (s)

Synonyms, descriptions, translations

Document Set

Content

Organizer

Page 37: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Taxonomy, Metadata, & Term Sets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Creating Central Taxonomy:

• SharePoint 2010 facilitates the creation of central taxonomy for

standardized metadata across the organization and ensure enhanced

information availability

• Creation and accessibility of central taxonomy is defined in the term

store management tool; the access of central taxonomy is available

either from central administration or from site settings but the

permissions are defined within the term store itself

• Example – The accompanying illustrations show an example of one

hospital intranet taxonomy

Adding site columns - making terms

available for use:

• SharePoint 2010 allow for adding

site columns to make the terms

available for use

• The ‘Fill in’ option enables the

author to add terms into taxonomy

Group

Term Set

Terms

Page 38: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Taxonomy, Metadata, & Term Sets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

The end user experience – type ahead, synonyms, picker

to choose

• After having metadata side column when a user is

tagging a document in an appropriate library they can

get a ‘type-ahead’ experience where suggestions will be

derived from the allowed terms

• Use of picker to choose a tag when user don’t know the

first letter

The end user experience – approval of new terms, tagging

metadata from Office 2010 applications

• Content authors can tag metadata fields natively from

within Office 2010 applications if they so desire.

• Folksonomy approval to allow users adding new terms to the taxonomy.

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‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetWorkflows

Various kinds of workflows are available on

SharePoint 2010 and custom workflows can be

developed by using ‘SharePoint Authoring

Tool’. Use of ‘SharePoint Authoring Tool’ for

customized workflow is dependent on the

workflow type and complexity. The following

are the available work flows in SharePoint 2010

Approval

Collect Feedback

Collect Signatures

Disposition Approval

Issue Tracking

Translation Management

Three-state (only available out-of-the-

box workflow in SharePoint

Foundation 2010)

SharePoint 2010 Workflow

In-built Workflow

Customized Workflow

(Authoring Tools)

Associations –

§ List

§ Libraries

§ Content Types

§ Sites

§ Approval

§ Three state

§ Collect Feedback

§ Collect Signature

§ Deposition Approval

§ Issue Tracking

§ Translation Management

§ SharePoint Designer

2010

§ Visio 2010

§ Visual Studio 2010

§ InfoPath forms

Development

Deploy

AssociationExecution

Completion

TerminationTypes of Forms

§ Association

§ Initiation

§ Task Completion

§ Modification

Workflow Life-cycle

Page 40: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Below are the steps to add a workflow to the SharePoint list or

library –

Flexibility of changing workflow attributes

Initiate workflow either from SharePoint or from

Microsoft Office 2010

Automatic assignment of task to the first participant

Email alerts for all participants one at a time or multiple

participants at the same time

Flexibility of setting up serial as well as parallel

workflows

Availability of user profile data bounded with workflow

properties

Built-in Workflows e.g. – Approval Workflow

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetWorkflows

InfoPath Designer 2010 – is used to create form templates. Form templates

define the data structure, appearance, and behavior of a form.

InfoPath Filler 2010 – is used to fill out forms that are based on form templates created in InfoPath Designer.

InfoPath Forms Services – enables forms to be rendered in the Web browser.

It is available as an Enterprise feature of SharePoint Server 2010.

InfoPath Forms and SharePoint Workflows

Page 41: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

• Robust ‘no code’ solution

• Allow for customization of the out-of-the-

box workflow

• Provide site workflows and reusable

workflows

• Facilitate setting up parallel steps of a specific

workflow

• After the creation of the workflow, workflow

designer facilitates the structuring of the

conditions, actions, and steps in the workflow

• Task designer allow for task process level

customization

SharePoint Designer 2010 workflows

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetWorkflows

Site Workflows

Reusable Workflows

Page 42: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Workflow actions available in SharePoint Designer 2010

The following actions are available out-of-the-box with

the SharePoint Designer 2010 tool –

Core actions – lists the most commonly-used actions

in a workflow

Document set actions – actions in this category are

pertinent to a document set

List actions – this category of actions performs

operations on the list items

Relational actions – actions in this category enables

you to use the relationship between a user and user’s

manager

Task actions – actions in this category are pertinent to

task items

Task behavior actions – appears only when you

customize tasks in pre-built workflow actions such as

start approval process, start feedback process, etc.

Utility actions – actions in this category can be used

to extract information from text strings

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetWorkflows

Approval Actions

Assign Item For Approval You can start a new approval

workflow instance on this item

General Task Process You can start a new feedback

workflow instance on this Item

Core Actions

Add a comment Similar to “Log to History List”

Set Workflow Status You can use this action to set a

custom workflow status column

List Actions

Declare Reports Used to declare an item/document as

record for records management

Inherit List Item Parent

Permission

With this action you can set the

permission to inherit from its parent

list or folder

Remove List Item Permission This action clears all permissions set

on the list

Replace List Item Permission This action deletes all the permissions

on the list

Undeclare Record See note on ‘Declare Record”

Relational Actions

Look Up Manager of a User This action will look at a user’s profile

and return that user’s manager from

within their profile

Page 43: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Dashboards

SharePoint 2010 includes powerful

business insight capabilities which

further facilitate different levels of

analytics and business intelligence to

improve organizational efficiency. The

digital dashboard of SharePoint

enhances the visual display of your

important data and analytics as per

your need through following services –

Excel Services

Visio Services

Performance Point Services

Report Builder

Reporting Services SQL ServerReporting Services SQL Server Integration Services SQL Server Analysis Services

Excel Services Visio Services Performance Point Services Report Builder Reporting Services

Organizational BI

Community BI Personal and Self-service BI

Personal or Self Service BI

information is delivered when

individual user need information in

desire format

It’s a set of tools which align

individual user to different

workgroups with the organizational

goals and matrices by connecting the

user with corporate data.

Facilitates information need for

collaborative decision making

Page 44: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Dashboards

SharePoint is an ideal platform for designing,

implementing and delivering Business Intelligence

solutions

Provides out-of-the-box integration with SQL Server

reporting and analysis services

Performance Point services to consume dashboards that

are published by analysts

Provides out-of-the-box templates for implementing

reporting dashboard

Provides web parts for KPIs and data views that can be

used to configure personalized dashboards for different

roles

Integrates with Excel services to render Excel based

reports online in a secure fashion

Augments the reports with functionalities such as

collaboration, workspaces, self-service, metadata, and

others.

Page 45: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

SharePoint 2010 provides administrators and users with performance analysis and

optimization tools that ensures minimal downtime and quick access times. This ensures

that periodic performance issues can be addressed effectively.

SharePoint 2010 provides set of evaluation tools like –

§ Event Viewer – evaluate applications to understand their underlying behavior and

identify errors and warnings to investigate system events before, during, and after a

performance incident.

§ Dump File Analysis – understand low-level information about critical system errors

memory dumps by utilizing an advanced troubleshooting for analysis of dump files.

§ System Monitor – Utilize the information obtained from tools like event viewer and

dump file to establish performance baseline, tracking trends, and compiling data on

resulting performance after making changes

§ SQL Server profiler – SharePoint works extensively with SQL servers and it becomes

imperative to analyze performance aspects such as query times, stored procedure

run times, and deadlocks.

§ Leverage other SharePoint 2010 tools like Log Parser and Fiddler to improve the

performance of intranets across the enterprise.

Performance Optimization

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Page 46: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

As part of performance optimization, several series of actions need to be undertaken leading to page

load times of sub-second performance. The following are some of the steps that can be taken -

§ Utilizing various performance optimization tools such as Event Viewer, Log Parser, and Dump

file analysis to identify performance hits. Identification of performance shortcomings

allowed easier application of optimization initiatives

§ Carrying out SharePoint Caching to optimize space and storage usage. As a part of the

caching process site caching, web part coding caching and BLOB caching were carried out to

ensure that the space constraints were addressed

§ Consolidating Cascade Style Sheets (CSS) to group multiple web parts. This ensured that

multiple web parts in a single page were consolidated under a single CSS

§ Image optimization to manage the image formats and ensure that size implications of

images were overcome to improve performance

§ Search indexing and crawling was rescheduled to improve the search relevance and

performance. Crawling was rescheduled to night instead of the previous day crawling and

indexing. This was in addition to cleaning of unwanted web applications and server

hardening

‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet

Performance Optimization

Page 47: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

Intranet 2011 Implementation – The Process5.

Page 48: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Intranet Deployment Process

Page 49: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

6. Reference Roadmap

Page 50: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

1

Work Enhancement

Create a single source for user to carry

out the daily functions

Design and Integrate applications to

optimize user efficiency

Integrate mobile component to provide

access all the time

Team sites and collaboration

SharePoint composites, customized

workflows and BI applications

Consolidated Work Place

Monitor user acceptance and support

External Site Integration

Obtain feedback and Statistics to enhance the

growth of the intranet

Advanced System Integration to extend ERP

and CRM

Intranets 2011 – Reference Road Map

User Evaluation & Integrating Formal with Informal

Analyzing end user need of information

Plan and design social application

Development of governance and UAT

Providing informal tools and applications as a part

of formal infrastructure

Enhance knowledge management and foster ideas

Implementation of governance tools, policies and

procedures

3

2

Page 51: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

‘Why & How’ of Positioning SharePoint 2010 for Enterprise IntranetsSharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits

1.

2.

3.

Intranet 2011 Implementation – The Process

4.

What Makes SharePoint Intranets Successful?Exploring Key Factors and Business Functionality

Good to Great Intranets – 2011 and BeyondThe Need, Vision, Trends, and Best Practices

5.

Reference Roadmap6.

Agenda

Breaking it Down Further …Our Take on Building Good to Great SharePoint Intranets

Page 52: Good to Great Intranets: A Review of SharePoint 2010 features for Intranets

Thank YouOptimus BT, 2550 Northwinds Parkway, Suite 140, Alpharetta GA 30009, USA Phone: (770) 569 1240 Fax: (770) 569 1242 Email: [email protected]: www.optimusbt.com

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