Triad SharePoint Solutions

Winning with Microsoft SharePoint

www.triad.co.uk | @triadgroupplc Consulting � Solutions � Resourcing

Together we achieve more

DRAFT

© Triad Group Plc. Private and Confidential. 2

Triad – making SharePoint work for you Microsoft’s SharePoint platform provides organisations with a comprehensive suite of tools with which to improve performance and effectiveness. Triad’s expertise lies in the successful exploitation and implementation of these tools to ensure that customers fully realize the anticipated benefits. This short paper introduces Triad as a provider of Microsoft SharePoint expertise and implementation services. We’ve been around a while, since 1988 in fact. We are providers of IT services and solutions and a specialist supplier of contract and permanent recruitment services. Customer first approach We genuinely put our customers and their users at the heart of everything we do. We do not enter into engagements with preconceived ideas, instead we place an emphasis on listening intently to your needs, hopes and fears. We are passionate about delivering results, and stake our reputation on making our clients’ lives easier through the delivery of outstanding SharePoint solutions. People are our number one priority, but we never lose sight of the fact that we are a technology company. We understand that architecture is key to successful SharePoint projects. We help our clients to express what they want to build and how to plan for long-‐term success. As a Microsoft Partner we can we can help you prepare for the future by introducing cloud solutions that complement your on-‐premises solution to reduce infrastructure costs and give you flexibility in your licensing model as well as increased resilience. The SharePoint platform offers a dazzling array of components and capability. Triad’s extensive experience with successful SharePoint implementations means that we can advise you regarding the optimal combination for your particular business solution.

We know that by working together we achieve more This document aims to give you an insight to Triad and SharePoint. We have included a number of case studies to illustrate the various projects and services we have delivered. We don’t believe in hard-‐hitting sales pitches, instead we have given you the contact details of the consultants who led each of these projects. Please feel free to get in touch, our consultants will be delighted to speak to you about our experience on these assignments. If you want to meet us to find out more about our overall offering, please contact Martin Bonner [email protected]

Triad Consulting & Solutions Huxley House Weyside Park Catteshall Lane Godalming GU7 1XE Tel +44(0)1483 860222

© Triad Group Plc. Private and confidential 3

Is SharePoint right for you? Although SharePoint is being used by 78% of Fortune 500 companies it should not be considered a product just for large organisations. It is the fastest growing product in Microsoft’s history gaining over 100 million client access licences in a few years. It has many benefits for smaller organisations. The investment required to begin your SharePoint journey can be quite modest. It really depends on your requirements. Many of our engagements fall between £20,000 and £60,000 with clients seeing a return on investment within a few months. We have been Microsoft partners since 2004 with a gold competency in Digital Marketing, that’s SharePoint, and four related silver competencies. We’re uniquely qualified to assess if SharePoint is for you.

We’ll audit your Intranet for free SharePoint can be used in numerous different ways, one of the most popular being to deliver organisational Intranet sites. We’re so convinced of the benefits that SharePoint can deliver you that we will undertake a high level assessment of your Intranet for free! We will objectively assess what SharePoint can do for you. We have a maturity assessment model that will show you our view of your Intranet strengths and weaknesses and compare these with the benefits that SharePoint can bring. We understand how busy you are. All we ask is for some of your time to answer our questions and show us your existing Intranet.

So what’s the catch? There is none. We consider this a pre-‐sales activity that helps us demonstrate our capabilities

in a way that meetings alone cannot. We will share our ideas and views on the applicability of SharePoint for you with no commitment on your part. Obviously, we hope that this is the start of a relationship where we can help you with your SharePoint implementation. Irrespective of us working together or not, you will have something useful to help inform your plans and decision-‐making.

By taking our free Intranet audit we can deliver you an objective view on whether SharePoint is right for you. Standard and Enterprise versions are available with many additional features to help you introduce additional productivity tools to your organisation. With support for intranet, extranet and Internet solutions there are specific licences needed depending on what capabilities are used.

This chart is an example output from our complimentary audit service. It shows the as-‐is capability as blue and the improvement potential SharePoint brings as orange. This helps determine business and implementation priorities

Did you know that SharePoint Foundation 2010 is free? If you already have a Windows Server 2008 R2 you can download it and use it for departmental solutions or technology pilots.


Why Triad?

We have the relevant IT experience We believe that together we can achieve more. Our experience shows that clients in different business domains face the same problems and that specific experience in a sector is not a barrier to a successful SharePoint project. Experienced SharePoint professionals are vital to ensure that you can get the most out of the product. Success is having an IT supplier with the SharePoint know-‐how to complement your business knowledge, jointly creating an effective collaboration platform for your business. Triad has that SharePoint experience. Our SharePoint portfolio spans across the following range of business sectors:

We deliver results quickly We are results driven. The majority of our SharePoint projects deliver customer benefits within 3 months. We can build our relationship from an initial low risk engagement where we can prove our value to you. From here we’d be happy to build on the value we deliver across more exciting initiatives. Most of our longer engagements begin this way.

We design with the future in mind When we undertake SharePoint assignments we help set the vision and build a roadmap around the people, processes and technology. This is crucial to aligning the SharePoint solution to meet the needs of your business strategy. One of the challenges is managing user expectations around when features will be available. Sharing the roadmap gives the business a better appreciation of what is happening. It is an invaluable input to detailed planning. We will: • Elicit and define your requirements • Validate and map the requirements to the SharePoint architecture. • Create an implementation roadmap to show what user requirements will be

delivered in what phase.

Having helped you identify that SharePoint is right for you we take the next step together to establish the foundations required for successful implementation.

Not-‐for-‐profit IT & Telecoms

Finance

Health

Legal

Media & Entertainment

Government

This shows when the majority of our SharePoint project complete.


What do your users need? SharePoint provides a rich palette of out-‐of-‐the-‐box capabilities. Indeed, it can be an overwhelming list to choose from. We really want your business to go from strength to strength and we will work with you and your users to determine the right priorities for them and the business. Our analysts can help you validate business requirements against the features of SharePoint to define an implementation plan that delivers the best value for the investment being made. If we have already performed an audit of your existing Intranet we will have a good understanding of where SharePoint can deliver value. The next step is to dive a little deeper to identify the right capabilities for your users.

The Business Social Network Social networks have transformed business behaviours and expectations, providing a new set of norms in terms of efficient collaboration and day-‐to-‐day business interaction. Never has there been a greater opportunity to break down organisational barriers and drive through business process changes. Increased visibility of information, improved talent deployment and active employee contribution throughout all levels of the organisation is a desirable goal for any company. At last, technology is providing the tools to make this a reality. SharePoint Server 2010 has the social computing tools such as collaboration sites, Enterprise wikis, My Sites and social content capabilities such as blogs and wikis.

This chart shows the analysis output from requirement workshops asking users what they needed most to help them perform their job better. This insight helps to identify the key SharePoint features that should be considered first to prove business value.


Start your SharePoint engagement …..


...With Triad today

SharePoint is the enterprise glue that brings together the tools to increase employee productivity. Staff can communicate in real time to keep informed and collaborate on important initiatives.

Get the most out of your investment in Microsoft SharePoint is the logical choice for customers already using Microsoft products. However, small and medium-‐sized organisations don’t always have the resources and time to understand fully the SharePoint capabilities. This can lead to slower implementation times and poor user adoption. We help our clients overcome this by defining a roadmap and plan that will enable them to get the most out of their investment.

Our implementation approach covers: • Developing a plan based around a core set of SharePoint capabilities and

building from there. This is driven by our roadmap activity.

• Engagement of business users extensively and throughout a project. Users can sometimes struggle with change. We overcome this by involving them in the decision making process. We find that this delivers a system that the users have a strong sense of ownership for.

• Conducting low-‐risk prototypes to demonstrate value to users and executives and identifying opportunities to integrate other ICT technologies to maximize return on your ICT investments.

Collaboration

Work with expertise anywhere, anytime

,

Workflow

Automate business processes and execute them in parallel

Enterprise Search

Get better answers, faster and connect with the people and expertise you need

,

Enterprise Content Management

Manage all of you corporate assets consistently


A typical journey with Triad

The key to success is planning. Implementing SharePoint at the centre of your content management solution can be complex, especially if you want to maximize the benefits. We will help establish the foundations for a successful SharePoint deployment.

SharePoint Vision 2

3

4 1 Intranet Audit

Proof of Concept

Initial Deployment

At this point in our journey we will have established your broad objectives and shown you how SharePoint helps you to meet them. A checkpoint and decision point for further work. The outcome of this phase will support the business case for full deployment investment.

Collaboration and Enterprise Search are typical initial deployments and really help users work effectively with colleagues. These initial deployment usually evolve to accommodate user requested features and start to become widely adopted throughout the organisation.

5


Business Intelligence

8

9

10

The ability for users to personalize their experience is essential for supporting individuality, security and social networking capabilities.

6 Personalisation

Content Management

Integration

You have reached your destination

As users begin to collaborate the need to introduce workflows and content creation, review is necessary. In addition to documents, content extends to records management and web content.

The next efficiency gains come from the creation of business forms that drive business processes from line of business solutions.

By now SharePoint is the place where things get done but business reports are still derived from external systems. Introducing PerformancePoint Server to SharePoint enables interactive dashboards, scorecards and analytics components to drive business intelligence.

7 Workflow

Business processes begin to be automated to eliminate dependencies on individuals. The administrative burden on staff is reduced as workloads are distributed evenly.


Wondering if you should upgrade to SharePoint 2010?

Better content organisation Remove the problem of users adding content to the root of a list/library by routing documents to specific locations. The Content Organiser allows you to dictate where documents get routed and when, doubling-‐up as your corporate retention policy.

Document sets You can now define sets and manage version control, security, metadata and workflows on a set of documents and files.

Workflow visualisation If you have invested in the Microsoft technology stack you will benefit from the ability to use the Visio Graphics Service to view workflows. Once you have created a workflow in SharePoint you can chose to show that workflow visually and edit it.

Filter search results by metadata A significant improvement in search is the inclusion of web parts to enable search results to be filtered by various metadata dimensions (“refiners”) such as file type, modified date, author etc. Furthermore this is configurable so other metadata dimensions identified as part of the information architecture can be added to the list of refiners to speed up the location of required content

Maintaining data integrity In 2007 the deletion of data can leave orphaned data that cause errors on site pages. In 2010 the relational data concepts of protected fields, joins, enforced relationships, restricted deletions and cascade deletions are supported to keep data integrity.

Here are 10 reasons why you should…

Facebook like news feed The dynamic activity feed aggregates the content you track and publish as a configurable and dynamic listing in the style the Facebook news feed.

Knowledge mining The overview tab of a user’s profile includes a simple and effective ‘Ask Me About’ web part to help employees connect and ask question of other with the relevant skills.

WYSIWYG Editor for Site Pages Improvement to the editor for site pages enables you to make changes on the fly and quickly test and create new pages.

Seamless integration of video content You now plug a video right into a page using the Asset Picker and Silverlight. You can preview the video before insert.

Improved cross browser support In SharePoint 2010 almost all of the things you can be performed using other browsers due to the JavaScript and AJAX support.

1

2

3

4 5

6

7

8 9

10


Triad’s SharePoint Services

Other Services from Triad Consulting & Solutions

☐ Intranet Audit ☐ Governance Planning ☐ Web Part Development ☐ Business Case Development ☐ Deployment Planning ☐ Branding and Styling ☐ Information Architecture ☐ Upgrade Planning ☐ Prototyping and Pilots ☐ Topology Design ☐ Search Optimization ☐ Systems Integration ☐ Systems Administration ☐ Workflow Development ☐ Mentoring

Consultancy Solutions Specialisms ☐ ICT Strategy Development ☐ Intranet & Extranet Development ☐ SharePoint Implementation ☐ Architecture and Design ☐ Web Design & Development ☐ SharePoint Deployment ☐ Solution Architecture ☐ Scalable Web Applications ☐ Training ☐ Technical Architecture ☐ Application Development ☐ Digital Marketing ☐ Security Architecture ☐ Knowledge Management ☐ .NET Development ☐ Project Management ☐ Document Management ☐ Business Intelligence ☐ Technical Design Authority ☐ Content Management ☐ Location Intelligence ☐ Governance & Compliance ☐ Workflow ☐ Systems Integration ☐ Change Management ☐ Permanent Staff Recruitment ☐ Technical Authority ☐ Supplier Management ☐ Contract Staff Placement


This document is confidential and prepared solely for your information. Therefore you should not, without the prior written consent of Triad, refer to or use this document for any other purpose. About Triad Triad Consulting & Solutions (Triad) is part of Triad Group Plc., a UK company with a full listing on the London Stock Exchange. Triad’s principal business activities include bespoke application development, web design and development, COTS product selection and implementation, systems integration, support and maintenance, systems architecture and business analysis. Triad is a trusted supplier to the public and private sectors and has been helping its clients achieve business improvement through the use of IT for over 24 years. Triad has developed business critical systems since its formation and has more recently delivered many browser-‐based applications to help clients improve the effectiveness and efficiency of their business operations. Triad operates a Quality Management System (QMS) that is certified for the provision of IT services including software development as certified by the ISO:9001:2008 and BSi TickIT.



SharePoint Case Studies


This document is confidential and prepared solely for your information. Therefore, please do not, without the prior written consent of Triad, refer to or use this document for any other purpose.


Order of Malta

Background The Sovereign Military Hospitaller Order of St. John of Jerusalem of Rhodes and of Malta also known as the (Order of Malta) is a global organisation dedicated to medical and social care and humanitarian aid in over 120 countries. Formed 964 years ago, it is the world’s smallest extra-‐territorial state with its own constitution, passports, stamps and public institutions but with a large global footprint. It operates in 59 locations around the world and has 13,500 knights and dames, 80,000 volunteers and 20,000 medical personnel. It is non-‐political and holds registered charity status.

Context The Order of Malta is a decentralised organisation with data held in many different locations and different formats including paper records, archived documents and emails. Collating information is dependent on local team knowledge and resources to track down information required. The process of presenting a comprehensive overview of activity in a region to the Grand Master is onerous. Requests are urgent to support the Grand Master receiving Heads of State.

Information in an instant

We are creating the foundations for a global solution to provide situation reports for countries at the push of a button. A central SharePoint repository for uploading information is being created that supports several languages.

This content will be searchable to find specific information quickly and data is filtered to enable specific country snapshots to be presented. Country data from the CIA World Factbook is being automatically imported into the system to provide background on politics and demographics etc. A reporting solution has been developed to enable information on projects to

be aggregated across all countries.

Mission control We intend to introduce touch screens. Users will be able to view projects on a map, through a bespoke web part, which integrates with the Bing maps API. Up to date information provided through a mixture of content queries RSS, feeds, fixed query search and federated search will be displayed.


Context The Department of Energy & Climate Change (DECC) is focused on saving energy and delivering a low carbon energy future. With over 1,100 staff spread across two locations in London and one in Scotland they depend on their intranet for corporate communications. Their legacy intranet was no longer meeting the needs of the business and required redevelopment.

Branding Triad was first engaged to create a corporate branding template for a SharePoint 2007 solution. We were able to rapidly move from concept to implementation within a matter of weeks. We held a number of workshops and produced wireframe designs to refine the structure of the intranet.

Social business engagement

Custom Web Parts were developed to integrate with Twitter, Flickr, YouTube, The Met Office and DECC’s Internet blog. For a subsequent engagement we replaced to customer Web Parts with out-‐of-‐the-‐box functionality that was released for SharePoint 2010. Some development was undertaken, however we extended the out-‐of-‐the-‐box capabilities by applying small code fragments directly in the user interface. This enables DECC users to take forward future development without relying on 3rd parties. The intranet structure and configuration involved the integration and presentation of data from many different sources.

Hosted development

Triad are hosting the development environment for DECC. This allows DECC a sandbox to configure and populate their intranet in a flexible manner without incurring additional costs associated with their outsourced ICT provider when testing many changes. The final approved site will be scheduled for deployment on DECC production servers in conjunction with their ICT provider.


Context

Established in 1936 and with an endowment of around £13 billion, it is the UK's largest non-‐governmental source of funds for biomedical research. With its mission to foster and promote improvements in human and animal health, the Trust directly supports £600m of grant giving activities each year. Triad has successfully delivered two SharePoint projects to the Trust to improve stakeholder engagement and enable a portfolio view of their projects. After being showcased to other business areas the portfolio view site was adopted and replicated in other departments by the Trust.

Improving stakeholder engagement

Triad delivered a divisional site that combines the roles of intranet and extranet helping the Trust improve their engagement with internal and external stakeholders. This site was required to follow the look and feel of other Trust publically accessible web sites; hence the standard SharePoint pages were heavily styled. The divisional intranet's primary purpose is to communicate divisional funding outcomes and achievements within the Trust and to an external user community of over 250 people. We encouraged interaction within the division and wider user community, through the provision of comments functionality against the published content and the ability to promote specific articles from across the division to the site's home page. Dynamic date searches of content was also a key requirement as much of the output from the Trust's division are events. The ability for a user to search for events across the site was essential and was delivered through bespoke calendar controls and dynamic web page components.

Portfolio view of projects

The second SharePoint delivery was for a project management team collaboration system. This system provides two distinct views; team pages and management information. The team pages provide project teams with a central repository for collaboration, including, document libraries, document approval workflows, tasks lists, risk and issues. Management information is provided for each project with a summary status, project roadmap and financial information. Individual project information is aggregated to provide management with a portfolio wide view of current budgetary position and a graphical overview of each projects respective stage in the project lifecycle. The site has been successfully introduced into the IT department and is in use by over 200 people. In both instances an iterative approach was taken to the delivery and user training was supplied.


SharePoint Skills Database

Triad were asked to extend a client’s SharePoint Intranet to include a skills database. The requirement was expressed in terms of extending the user’s profile to enable users to record their skills and expertise by entering some free text and by selecting terms from a list.

Triad’s experience of knowledge management and of building intranets using SharePoint suggested that this might not be the best approach. The reasons for this were as follows:

• Several hundred staff had already completed online CVs which were available on the organisations’ website;

• The SharePoint intranet contained a significant amount of content in various forms, for example documents held in team sites built to support project activity;

• A internet document repository already existed containing a large number of documents summarising the output of employee’s research activities;

• People find it difficult to summarise their experience by picking items from a pre-‐defined list. Furthermore maintaining the list itself can be a significant task.

Consequently the approach taken was to make a number of enhancements to SharePoint in order to link existing content together in a way that allowed this to signpost experts within the user community. These changes are summarised in the diagram opposite:

This enabled the expertise location requirements to be met in a way which exceeded the client’s expectations. Users were not required to spend time describing their skills and the enhanced search functionality greatly improved the users’ perception of the SharePoint intranet. The numbers in the diagram refer to the enhancements which comprise the solution.

1. User profile amended to include link to external CV (where one exists) 2. User profile amended to include link to user’s documents in Research Document

Repository 3. People search results amended to include link to external CV (where one exists) 4. People search results amended to include link to user’s documents in Research

Document Repository 5. People search results amended to include link to recent SharePoint content (to indicate

the kind of work the user is currently undertaking) 6. SharePoint configured to index CVs on external websites 7. New custom core results webpart built to enable Author’s name in search results to act

as hyperlink to profile. This required mapping of crawled properties from several to sources to common managed metadata.

8. Implementation of faceted search to simplify identification of potential experts from keyword searches (this was SharePoint 2007, so Codeplex faceted search webparts were used).


A multi-‐billion dollar hedge fund

Context A leading hedge firm had grown rapidly in recent years and has in excess of US $15 billion of assets under management and over three hundred and fifty staff. To improve their document management and reporting processes they chose to implement a Microsoft SharePoint portal as a replacement of their bespoke intranet.

Developing the solution

We began by validating the information architecture requirements against the POC to help us refine the design of the production system. Triad’s consultants worked with a wide range of client staff, from fund managers and analysts through to IT support, to develop a ’Proof of Concept’ (POC) system to showcase SharePoint’s strengths to the HR, legal, compliance and front office staff. Following a successful demonstration of the POC, the client immediately commissioned Triad to implement a full SharePoint system to be utilised across the firm. The production solution has the following capabilities, which utilise key SharePoint strengths: • Intranet • Collaboration • Search • Content Management

We began by validating the information architecture requirements against POC to help use refine the design of the production system. Eliminating paper-‐based processes

Triad implemented an automated ‘Pre-‐Trade Approval’ capability using InfoPath electronic forms and SharePoint workflow capabilities to replace a paper-‐based process. This improved the oversight of trading impact with speed and transparency.

Improved insight on Net Asset Values The daily, weekly and annual calculation of all fund securities from different markets around the world was a manually intensive process with multiple approval steps. A SharePoint solution was implemented that enabled the Net Asset Values to be uploaded and an approval workflow initiated. This expedited the process of publishing NAVs and delivered a quicker view of the fund’s assets and liabilities.

Master data

To encourage adoption across the business departments we configured basic service sites for each department. This enabled them to publish corporate policies, standards and procedures but retain ownership over the material. We also configured user profiles to pull data attributes from the master sources, for example Active Directory or the HR system. Technologies used include SharePoint, InfoPath, Active Directory, ASP.NET, C#, SQL Server.


Hedge fund business intelligence Building on an existing SharePoint intranet site, Triad developed a business intelligence proof of concept around PerformancePoint Server. Fund analysts were dependent on Excel spreadsheets that were becoming increasingly time consuming to generate from data held in an Oracle database.

Designing for the future Performance point uses ‘data cubes’ to mange the information being collected. As the source database was did not have any data marts/cubes to reference directly, a solution to extract data from Oracle was developed. A number of data marts were designed and SQL Server Analysis Services to load 550MB of data to them each day, 200GB annually. This created a foundation for preparing fund performance data for representation within a number of value added dashboards.

Dynamic and interactive reports

A suite of dashboards, scorecards and analytics components were developed that were dynamically created based on a number of user filters and data drill-‐down capabilities.

Did you know that PerformancePoint Server is available as part of the SharePoint Server Enterprise CAL? If you already have this you can benefit form business intelligence initiatives with little* or no capital expenditure. * If you don’t have existing data marts to exploit some additional storage maybe required.


Corporate law firm This client has a number of customers for which a relatively large number of legal matters are created. In order to add further value to these customers, Triad were appointed to implement a SharePoint 2010 extranet where details of legal matters can be shared with their clients.

Effective client engagement

An extranet was developed for the business banking division of one of the world’s largest banks to support the process of creating a quotation, opening, editing and closing matters. Selective bank users were imported into Active Directory to ensure access to the extranet was secure and a new SharePoint server farm was delivered to host the extranet in a DMZ.

Fee quotation

A fee quotation system was created to enable the bank to obtain quotation for legal work. Reference data was held in SharePoint lists and functionality added for additional costs and breakpoint was defined to control the amount of dual and single instruction fees.

Elite integration Sets of matter data was managed and mastered within the Elite Enterprise line of business solution, but some specific matter data was mastered in SharePoint. Business Connectivity Services and Web Services were used to ensure the data in Elite and SharePoint remained synchronized.

Reporting

Reporting functionality was provided using Excel Services connecting through to the matter data held in SharePoint lists. Reports could continue to be authored in Excel and presented to users in their browser. To ensure the solution scaled to support large number of matters, a regional filter and caching mechanisms were implemented. In addition to detailed matter data, a dashboard report was delivered to show all key metrics on matters.

Triad’s approach to delivery

An iterative approach was taken to create and deploy versions of the solution for review by the client. These early deliverables demonstrated how SharePoint features met the requirements and enabled EMW to guide the implementation to their specific requirements.


Delivery of a SharePoint 2010 solution to allow Bluecube’s finance, development, new business and technical teams to collaborate more

effectively across their two existing sites. The solution supported 40 users and 100GB of content. The outcome enabled Bluecube users to have rapid access to their client details that increased the effectiveness of their client engagement activities.

Close Bank Guernsey Limited

Triad delivered a corporate intranet enabling the bank to present new products and branding their 500 employees to keep them informed of post-‐merger changes. By providing online access marketing literature, staff could quickly access the latest version of key products. Each operating division and each office was set up with a site. Contact, location maps and wiki pages were used to create online help and how-‐to guides. Workflows were implemented to automate some key business processes to aid audit and compliance activities.

Triad delivered a pilot site to demonstrate to features of SharePoint Server 2007, specifically the workflow capability. We developed a visual Web Part that interfaces to the council’s waste collection database. This was deployed online to enable residents to

determine the day of the week and type of bin that would be collected.

Triad provided a number of enhancements to Friends of the Earth SharePoint Intranet. These included improving the implementation of the SharePoint

content management and search features and integration with a SQL database of contacts. Improvements were also made to the People Directory and to the implementation of Ontolica search web parts from Surfray. .

A showcase multi-‐branch SharePoint intranet development that provided a single place for the latest news, the CEO blog, their event calendar, announcement

and staff noticeboards. The ability to find and access corporate documents was introduced and approval workflows created for some business activities.

Triad built a workflow solution to enable HDS to improve their management of proposals through a review and approval process. SharePoint

designer workflows were built to ensure information about the proposals was held in linked SharePoint lists and libraries to enable reviewers to view all relevant content throughout the review cycle

We took an iterative approach to demonstrate the capabilities of SharePoint for precise audience targeting

of content and external data feed to users. We incorporated support for their legal taxonomy that enabled new content to be incorporated with the right classification. Once the efficiency of knowledge sharing proven we began an exercise to migrate content to the new solution.

Development of a 5,000 user internet site to share information with public

sector employees. Content from departmental SharePoint sites was indexed and made searchable. Triad incorporated some interactive collaborative elements such as discussion forums and a bespoke Buy, Sell, Exchange site (based on SharePoint discussion forums). The home page requires very little maintenance as the majority of the content is

maintained on sub-‐sites, with summarised, filtered versions being presented on the home page.


A SharePoint intranet branding assignment where we worked with Lebara’s marketing, public relations, human resources and IT department to create an uncluttered design to showcase corporate values.

We delivered a number of middle and back office process automations using SharePoint.

An Implementation of an Intranet containing team specific sites and content for 150 users. The outcome improved the sharing and visibility of information across the association with results controlled by the access rights of the individual users.

An intranet site for all museum staff to access information on the museum. We undertook workshops and modeled wireframe screen designs and worked closely with their marketing department to define the appropriate language for the site. The system will be deployed on kiosks in staff common areas.

An extranet site allowing the school to control the provision of information to degree programme

participants with advance information about their programmes, opportunities for greater collaboration, profile of faculty members, as well as general information about Oxford. We delivered a solution that combined a number of out of the box capabilities with bespoke components but was able to be maintained by the school themselves.

A deployment of an Intranet based on the Triad standard SharePoint configuration. This was achieved in five days.

As a Microsoft partner Triad provided the SharePoint Deployment Planning Services (SDPS) over four days to help assist the agency with their SharePoint planning.

We supported Virgin Media with SharePoint administration support for setting up a new corporate intranet.

We delivered a multi-‐lingual Internet site and a thousand user collaborative extranet site for the YJB. The Internet site is delivered information sharing to give a public view of the agency's purpose, activities, news and upcoming events. The Extranet is an interactive and collaborative site and for use by

subject practitioners across the country. As well as sharing subject documentation it is used as a forum for ideas and information exchange, feedback and event booking. Discussion groups and blogs make up a significant part of the sites content. Triad delivered a SharePoint Intranet using SharePoint Online, as there was no integrated network which could be used across all YMCA offices. For an on-‐premise implementation of SharePoint 2003, Triad migrated content to a new 2007 site for one of the larger YMCA offices.


This document is confidential and prepared solely for your information. Therefore you should not, without the prior written consent of Triad, refer to or use this document for any other purpose. About Triad Triad Consulting & Solutions (Triad) is part of Triad Group Plc., a UK company with a full listing on the London Stock Exchange. Triad’s principal business activities include bespoke application development, web design and development, COTS product selection and implementation, systems integration, support and maintenance, systems architecture and business analysis. Triad is a trusted supplier to the public and private sectors and has been helping its clients achieve business improvement through the use of IT for over 24 years. Triad has developed business critical systems since its formation and has more recently delivered many browser-‐based applications to help clients improve the effectiveness and efficiency of their business operations. Triad operates a Quality Management System (QMS) that is certified for the provision of IT services including software development as certified by the ISO:9001:2008 and BSi TickIT.


Documents

Triad SharePoint Solutions