Successful Requirements Gathering Sessions

SharePoint User Group

Thanks to the Organisers

Randy WhitcroftOrganiser and Co-Host

President – Syntapa TechnologiesPresident – Sales Professionals of Ottawa

Founder – i2r Global Solutions

Nick KellettCo-Organiser and Co-Host

CTO - StoneShareMicrosoft SharePoint MVP

Introduction

Business Strategist and SharePoint Architect - StoneShare

rmerpaw@stoneshare.com

http://www.merpaw.com

@ryanmerpaw

Agenda

SharePoint Marketing Syndrome

What TheyThink is OOB

What is OOB

Actual Implementation Time

ExpectedImplementation

Time

“Just Install it…. Users Will do the Rest…”

SharePoint Sprawl

Fail to Plan, Plan to Fail

Governance Plan

Information Architecture

Centre of Excellence

SharePoint Enables Business to Solve Business Problems

“SharePoint will find errors in your business processes faster than any otherSoftware” – Bill English

What’s in it for Me

Two Types of Users – Business and Technical

Real Life Samples

Usable Tools

Participate and See it in Action

Functional capabilities

The Requirements Session

Project Introduction

What is WCM/EDRMS/Workflow/Extranet/Search/Social?

Requirements gathering – Current to Future State

Introduction and Agenda

Introduce Project

Project Manifesto

Project Team

Todays Goals

Building a Public web site to Share Content

Johnny Walker – Project Sponsor

Glen Fiddich – Project Manager

Chivas Regal – Technical Architect

Jim Beam– Business Architect

Introduction to New System

Manage Expectations

Gather Requirements

Overall Goals

Traceability Matrix

Don’t Demo SharePoint Yet!!!

The SharePoint Pie – Functional Capabilities

SitesSharePoint Sites provides a single infrastructure for all your business web sites. Share documents with colleagues, mange projects with partners and publish information to customers.

CompositesSharePoint Composites offers tools and components for creation do-it-yourself business solutions. Build no-code solution to rapidly respond to business needs.

InsightsSharePoint Insights gives everyone access to the information in databases, reports and business applications. Help people locate the information they need to make good decisions.

CommunitiesSharePoint Communities delivers great

collaboration tools – and a single platform to manage them. Make it easy for people to share ideas and work together the way

they want.

ContentSharePoint Content makes content

management easy. Set up compliance measures “behind the scenes” – with

features like document types, retention policies and automatic content sorting – and then let people work naturally in

Microsoft Office.

SearchSharePoint Search cuts through the

clutter. A unique combination of relevance, refinement and social cues helps people find the information and

contacts they need to get their jobs done.

Sites

CommunitiesComposites

Content

Search

Insights

IT Focused Topics

How the Systems are Currently Working

Current System in Place - Versions

Internet Explorer Versions – Any Other Browsers and Versions

SQL Versions

Virtualised or Physical EnvironmentsExchange Version

Active Directory Version

Windows Desktop and Server Version

Any Planned Changes

Resource Bandwidth and Expertise

The Business Focused Sessions

Web Content Management

Workflow

Extranets

Search

Social

Electronic Document and Records Management System

What is WCM?

Your external web site

A major channel to interact with you members

Building the brand awareness

Disseminate important information regarding your association

Making connections

Structured storage of unstructured content such as Documents, S/S

Keep Versions, History and Security

Collaborating on Content

Declare as an Un-Changeable Asset

Apply Content Specific Policies for Retention

What is EDRMS?

What is Workflow?

Work Processes

Content Approval Process

Single Stage or Multi-Stage

Forms Based Processes

Notifications, events, signatures

What is an Extranet?

External Secure Access to Internal Resources – Content and Processes

Can be Based on Published Versions

Could be same system or different system the internal

Collaboration Between Internal and External Parties

Self-Service

What is Search?

Find-ability of Content

Internal and External Content Combined - Federated

Increasing Results Relevancy

Metadata Based Refinements

Security Trimming – Who can see what?

What is Social?

More Public Company Presence

A Major Public Advertising Channel – Usually FREE

Building Global Brand Awareness

Disseminate Important Information

Push Advertisement not Pull Like WCM

Perpetual discussions

A Day in the Life of… YOU!

Your Name

Business you work with?

What do you like?

How do I work with the system?

What don’t you like?

What can be done to make it better for you?

Tools & Demo

Now You Can Demo SharePoint

Working with Somerset West CHC

Staff Development Request

Visio to Map the Process

Balsamic to Create Form UX

More Questions You Ask, the Better Your Understanding

Thanks for your time!

Ryan MerpawBusiness Strategist & SharePoint Architect

rmerpaw@stoneshare.com http://www.merpaw.com

@ryanmerpaw