SHAREPOINT 2010 ADOPTION BEST PRACTICES

MICROSOFT AND BRAINSTORM PRESENT

SharePoint 2010 Adoption Best Practices» Chris Bortlik: Microsoft SharePoint Technology Specialist

• Joined Microsoft in 2008, Microsoft customer for 14 years prior• Works with Enterprise customers and partners in the Northeast • Speaker at Microsoft events, SharePoint Saturdays, User Webinar• “SharePoint Insider”• Contributing author of the "Essential SharePoint 2010" book• 4-kids, including 7-month old twins

» Dave Grimsman: BrainStorm Mgr Information Services• Joined BrainStorm in 2006 • 5 years classroom training experience • Microsoft Certified Application Specialist, MEC Facilitator • Lover of all things bacon

Microsoft Partnership

» Facilitators & Trainers• Microsoft Experience Center (MEC/CIE)• Partner MEC Program

» Curriculum and Content Contributors• Office.com• Help in Office product• Office 2010 Buzz Day curriculum• Ribbon Hero content• Productivity Hub

SharePoint 2010 Adoption Agenda

» SharePoint 2010 Overview» Upgrade & Migration Resource Centers» Must Have Elements» Killer Applications » Three Audiences & Perspectives

• IT Pros• Developers• End Users

» End-user Readiness

Defining the Adoption Need

On average, only 13% of desktop software features are used.

- IDC, 2001

Office applications overhaul UI and introduce a Ribbon.

- Microsoft, 2007-2010

Longevity is confused with familiarity

From introduction of Word 1.0 to Word 2003, functionality increased from 50 to 300 menu items and from 100 to 1,500 commands.- Microsoft, 2007

Customers submit feature requests for Office 2003, 80% of which are already in the product.

- Microsoft, 2003-2006

Communities

Search

Sites

Composites

ContentInsights

SharePoint 2010 Feature AreasRibbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

PerformancePoint™ ServicesMicrosoft Excel® ServicesChart Web PartMicrosoft Visio® ServicesWeb AnalyticsMicrosoft SQL Server® IntegrationPowerPivot

Business Connectivity ServicesInfoPath® Form ServicesAccess ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS/AJAX/Silverlight

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Upgrade & Migration Center

» http://tinyurl.com/sp2010migrate

Developer Upgrade Center

» http://tinyurl.com/sp2010devupgrade

Must-Have Elements

» Communication Plan» Training Plan» Content Conversion Plan» User Support Plan» Incentives and Reward Plan» Executive Sponsorship Plan» Information Architecture Plan» Governance Plan

Why Killer Applications Matter?» Make people want to use SharePoint

• Remember – most times they have a choice• Hint: just using SharePoint as a file share replacement

is not a good reason

» Make SharePoint part of critical business process/flow• So they need to use SharePoint

» Adoption curve & tipping point

How to Identify Your Killer Application?

» Internal user/focus groups» User Champions» Executive Sponsors» Surveys» Microsoft Experience Center:

http://envisionthepossible.com

Scorecards & Dashboards

Scorecards & Dashboards» What: Solution for managing key programs at multiple

levels – executive, program manager, individual

» Why: Many project delays & cost overruns

» How: Targeted dashboard views to get more visibility into where & why delays were occurring with actionable steps

» Action:• Learn more about Business Intelligence in SharePoint:

http://tinyurl.com/spinsights • Consider Project Server for Portfolio Management:

http://tinyurl.com/msprojectserver

Enterprise Search & Search 1st Migrations

Enterprise Search & Search 1st Migrations» What: Enterprise search unifies finding content across various

content sources• SharePoint, file shares, LOB systems, other content stores

» Why: People cannot find content “locked up” in various silos

» How: Implemented FAST for SharePoint 2010, 1st phase for centralized search while longer term consolidation occurs

» Action:• Learn Enterprise Search in SharePoint http://tinyurl.com/spsearch

» Tip: Be sure to invest in search: best bets, scopes, reporting, etc.

Idea & Innovation Management

Idea & Innovation Management» What: Solution for soliciting feedback & responses to

corporate challenges

» Why: Need employee, customer & partner engagement & new ideas in the pipeline

» How: Drive adoption by streamlining process for posting ideas, sharing, rating, commenting

» Action• Read about innovation management solutions leveraging

SharePoint: http://tinyurl.com/SharePointInnovation

Applying Killer Applications with QuickHelp

Users Have Specific Moments of Need

Affinity and awareness

Deployment Monday

Skill development

Performance support

Training is a process, not an event.

Right time. Right audience. Right medium.

Buzz Days

Quick Start Cards

QuickHelpTM

Video Training

Instructor-Led

Training

Train-the-Trainer

Features

Benefits

Personality

Change

» BrainStorm QuickHelpTM

Video training right in the Ribbon

Video clips run 1- 4 min

100s of clips per application

Full search functionality

In-product performance support

Content is where and when users need it

The Do Better Work Faster Solution

“The BrainStorm QuickHelp video training solution helps its customers be productive with Microsoft Office.

It’s a great complement to our existing content for users”

Jessica Reading Content Publishing Director, Microsoft Corp.

As featured in October 2010 Product Press Release

The Printed Power House Solution

6-Page, trifold, durable quick reference

Step-by-step, full-color instructions

Popular features, key board shortcuts

Free additional online video resources

Available for most desktop applications

Customization available

Multiple languages Available

» BrainStorm Quick Start Cards

More Tools to Aid in the Process

» BrainStorm Adoption Kit for SharePoint 2010:• Quick Start Card for SharePoint 2010

­ 6-page quick reference illustrating the primary how-two’s to get your users up and running on their new software

• Quick Start Cards for Office 2010­ A sampling of 6-pages of step-by-step, illustrated instruction

cards, available for major Microsoft Office applications • Video-Based Training within SharePoint 2010

­ 3-month trial to QuickHelp, the video training solution delivering thousands of short, easy-to-search clips right from Microsoft SharePoint.

­ Video content also available for all Office 2010

Additional Resources» SharePoint 2010 Adoption Best Practices white paper:

• http://tinyurl.com/spadopt » SharePoint 2010 Usage Best Practices white paper:

• http://tinyurl.com/spusage » End User SharePoint

• http://endusersharepoint.com » SharePoint Maturity Model

• http://www.sharepointmaturity.com » SharePoint User Groups & SharePoint Saturdays

• http://tinyurl.com/spusers » Getting Started with SharePoint 2010

• http://tinyurl.com/sp2010start

Final Thoughts» Understand the Challenges

• Just because you build it, doesn’t mean they will come• Adoption won’t happen magically (even though you want it to)• Users of SharePoint have jobs & other options to get their work

done (e.g. email)

» Have a Plan• Not having a plan is planning to fail• Use one or more angles

­ Communication, training, user support, etc)• Break SharePoint rollout phases down into smaller chunks• Crawl, walk and run• Plan for continual long term engagement

» Training & communication planning is key

What to do next...

» Contact your training partner, BrainStorm, to create your adoption training plan

» Create the custom-build solution that works for your organization

» Identify key internal early adopters

BrainStorm Adoption Experts

1.888.909.4244