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Assess Your SharePoint Maturity with The SharePoint Maturity Model Presented at SharePoint Saturday The Conference 13 August 2011 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 1

Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

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Page 1: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Assess Your SharePoint Maturity with

The SharePoint Maturity Model

Presented at SharePoint Saturday The Conference

13 August 2011

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 1

Page 2: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Agenda

• Logistics

• What’s in it for you?

• About Me

• About My Company

• Planning for SharePoint

• About the SharePoint Maturity Model

• Overview of the SharePoint Maturity Model

• Detail & case studies

• Future Plans

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 2

Page 3: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Logistics

• In Session – Questions welcome!

– Open wireless access is available at SSID: SPSTC2011

– If you’re tweeting / live blogging, please include: • #SPMaturity

• #spstcdc

• @sadalit

• Post-Session – Please fill out your evaluation

©2011 Sadalit Van Buren 3 8/13/2011 - #spmaturity @sadalit #spstcdc

Page 4: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

What’s In It For You?

• The Maturity Model can help you measure what you have, develop your strategic roadmap, and ultimately lead to: – Greater business process efficiency – A more trustworthy SP environment – Happier, more empowered users – More time for YOU

• to innovate, rather than putting out fires or answering the same question over and over.

• You can get a quantitative sense of your progress by re-evaluating each year.

• You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.

4 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren

Page 5: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

About Me

Senior Software Engineer, BlueMetal Architects

• Project Manager and Business Analyst focusing on SharePoint

• Working with SharePoint since beta 2003 version

• 50 SharePoint implementations

• Microsoft Certified IT Pro

5 8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren

Page 6: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

About My Company

• Founded by ex-Microsoft product and technology executives

• Helping clients architect, build, and deploy software solutions in 4 areas: – Application Modernization – Cloud Platforms – Information Management – User Experience

• Deep and broad expertise in Microsoft and related technologies.

• 20 employees with over 125 years of previous experience working directly for Microsoft.

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Page 7: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Stops on the Road to SharePoint Maturity

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Page 8: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 8

Page 9: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 9

FAIRY DUST

Page 10: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 10

GREAT DEPRESSION

Page 11: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 11

Page 12: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 12

Page 13: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 13

Page 14: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 14

Page 15: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 15

Page 16: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 16

Page 17: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 17

Page 18: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 18

Page 19: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren 19

Page 20: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

About the SharePoint Maturity Model

• Developed in Fall 2010 for the purpose of bringing a

holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.

• Based on CMM and MS SP Pie • Starts at 100 rather than 0 • A framework rather than a formula • Typical rather than recommended • Does NOT currently cover:

– Public-facing websites – Compliance and regulatory issues – Visual design and branding – Cloud/online versions of SP

• Version 1 published 5 November 2010.

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Page 21: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Area Description

Publication

Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow.

Collaboration

Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow).

Business Process

Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization.

Search The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.

Competency Definitions - Core

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Page 22: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Area Description

People & Communities

The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).

Composites & Applications

Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.

Integration

Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data.

Insight The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.

Competency Definitions - Advanced

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Page 23: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Area Description

Infrastructure & Administration

The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.

Staffing & Training The human resources that support the system and the level of training with which they are provided.

Customizations

Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, testing, and development tier.

Competency Definitions - Readiness

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Page 24: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

SharePoint Level

Description

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization. Governance is defined but may not be widely understood/followed.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area, or is limited to a single area.

100 Initial

The starting point of SharePoint use.

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Maturity Level Definitions

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Page 25: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

The SharePoint Maturity Model – 1 – Core Concepts

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Level Publication Collaboration Business Process Search

500 Optimizing

Content is personalized to the user. Content is shared across multiple functions and systems without duplication. Feedback mechanism is in place for pages and taxonomy. Automated tagging may be present.

Collaboration occurs outside the firewall – i.e. with external contributors. Automated processes exist for de-provisioning and archiving sites.

Power users can edit existing workflows to adapt them to changing business needs on the fly. Users leverage data from BPM to optimize process, simulate on real data, clear bottlenecks, balance work across workloads. Users have visibility into the process and can provide feedback to process improvements. Business processes extend to external users.

Users understand relationship of tagging to search results. Process exists to create content w/no results. Automated tagging may be used. High volumes can be handled.

400 Predictable

Content is monitored, maintained, targeted to specific groups. Usage is analyzed. Digital assets are managed appropriately. If more than one doc mgmt system is present, governance is defined. Mobile access considered.

Collaboration tools are used across the entire organization. Email is captured & leveraged. The system supports promotion of content from WIP to final. Mobile access considered.

Workflow is a component of SP-based composite applications with connectivity to LOB systems. Users have access to process analytics and audit trails. Collaboration happens in the context of a work item as part of a dynamic, nonlinear business process (the “case”).

Content types and custom properties are leveraged in Advanced Search and/or refiners. Results are customized to specific needs, may be actionable.

300 Defined

Site Columns/ Managed Metadata standardize the taxonomy. Custom content Types are created. Custom page layouts & site templates are configured. Approval process is implemented. Incoming email activated for some lists/libs. Site Map is present. Some content targeted to groups.

Collaboration efforts extend sporadically to discussion threads, wikis, blogs, and doc libs with versioning. Site templates are developed for specific needs. Incoming email activated for some lists/libs.

Process is considered as a whole, rather than as automating functional tasks. Transition from procedural document workflow to orchestration of dynamic business process. SharePoint is becoming the BP platform, w/the introduction of 3rd party BPM tool to support more complex business rules.

Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

200 Managed

Custom metadata is applied to content. Templates standardized across sites. Lists used rather than static HTML. Multiple document mgmt systems may be present w/out governance around purpose.

Mechanism is in place for new site requests. Collaboration efforts are collected in document libraries (links emailed rather than documents).

Business processes are designed; some custom, departmental “no-code” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing). .

Custom scopes employed to aid the search experience. More complex iFilters may be applied. Content may be federated. Search Center created.

100 Initial

Navigation & taxonomy not formally considered. Little to no checks on content. Folder structure re-created from shared drives. Content that could be in lists is posted in Content Editor WP. Out of box site templates / layouts are used.

Out of box collaboration sites set up as needed without structure or organization. No formal process exists for requesting a new site.

Business process is loosely defined. Out of the box SharePoint workflows (approval, collect feedback) leveraged sporadically. A doclib or list provides a central base of operations. Any workflow is document- vs. application-centric.

Out of box functionality for query, results, and scopes; PDF iFilter installed; some additional content sources may be indexed.

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Maturation also occurs along this vector

CRAWL

WALK

RUN

Page 26: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

The SharePoint Maturity Model – 2 – Advanced Concepts

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 29

Mat

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Level People and

Communities Composites and

Applications Integration Insight

500 Optimizing

Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants.

Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities.

External data (partner/supplier or industry) is integrated with SP.

Analytics and trending are employed.

400 Predictable

Profile fields may integrate with LOB data. MySites are centralized (only one instance per user). Communities flourish under governance.

InfoPath forms improve the user experience. Mobile functionality is supported.

Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP.

Items are actionable.

300 Defined

Custom profile fields reflect company culture; photos are updated from central source. MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.

Most critical business forms are online; some involve automated workflows.

Multiple systems are integrated with SP.

Reports allow drill-down and charting.

200 Managed

MySites rolled out to pilot groups or users. Out-of-box profiiles implemented. Community spaces may be piloted.

Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users.

A single system is integrated with SP (Line-of-business, document management, etc.).

Reports are aggregated through customization.

100 Initial

Basic profile data imported from AD or other source. MySites host not created.

Some paper forms converted to SP list forms. Many Excel spreadsheets, Access databases, paper forms still stored in / linked to from SharePoint.

Links to enterprise systems posted on SP site. Printed or exported business data is stored in doc libs. AD integrated with SP profiles.

Existing reports are used; data is brought together manually.

Maturation also occurs along this vector

Page 27: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

The SharePoint Maturity Model – 3 – Readiness Concepts

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Level Infrastructure and

Administration Staffing & Training Customizations

500 Optimizing

System health & error logs monitored. Processes for archiving & de-provisioning are in place.

Top-down support in place; dedicated IT business analyst, server admin, helpdesk, training staff; empowered user community. Multiple training offerings exist.

Deployment is fully automated via features . Source code is managed centrally as IP, re-usable and shareable. Content owners understand the importance of QA testing.

400 Predictable

Backup/restore has been tested. Dev and QA environments are present. Administration may be improved via third-party tools. BLOB integration may be present. Performance considered.

IT has more than one resource knowledgeable on the system. Requests for new functionality are tracked and prioritized. An end-user training plan is in place.

Deployment is fully automated – solution package and scripts. Total Cost of Ownership is considered.

300 Defined

Number of servers is appropriate to demands and scalable for future growth. Dev environment is present. Service Packs tested in QA and installed in a timely fashion.

SP evangelized around the organization by individual or small group. Content owners from some functional areas are trained and using the system. One IT resource knowledgeable on the system.

Mixed automated \ manual deployment process - some artifacts deployed via scripts, others by following list of manual steps. Source control is centralized.

200 Managed

Multiple server installlation or single-server is backed up on a regular basis.

SP evangelized to a subset of depts or functional areas by an individual; work mainly done by individual or small group. Training is informal, ad-hoc.

Changes are deployed from one environment to another using backup/restore. Source control is simple file storage.

100 Initial

Single-server installation, sometimes rogue . No plan for availability / disaster recovery.

One pioneer or small group pilots the product.

No development, or development is done in Production. No QA / development environments. No source control.

Maturation also occurs along this vector

Page 28: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Self Evaluation Matrix

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 31

Date of Assessment

Years the organization has used SharePoint

Current SP Version (year + standard or enterprise if known)

# of users organization-wide

# of IT staff supporting SharePoint (combine part-timers & include vendors if they are a regular part of your team)

Organization’s Industry

Publication Collaboration Business Process

Search People & Communities

Composites & Applications

Integration Insight Infrastructure & Admin.

Staffing & Training

Customizations

500 Optimizing

400 Predictable

300 Defined

200 Managed

100 Initial

100

199 200

299 300

399 400

499 500

599

Page 29: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Self Evaluation Matrix – Filled-in Example

Publication Collaboration Business Process

Search People & Communities

Composites & Applications

Integration Insight Infrastructure & Admin.

Staffing & Training

Customizations

500 Optimizing

400 Predictable

300 Defined

200 Managed

100 Initial

32

Date of Assessment 1/29/11

Years the organization has used SharePoint 7

Current SP Version (year + standard or enterprise if known) SP 2010 Enterprise

# of users organization-wide 50

# of IT staff supporting SharePoint (combine part-timers & include vendors if they are a regular part of your team)

2.5

Organization’s Industry Professional Services

100

199 200

299 300

399 400

499 500

599

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren

Page 30: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Data Model Examples

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Page 31: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Excel Template Available

34

Go to http://www.sharepointmaturity.com to get your own!

8/13/2011 - #spmaturity @sadalit #spstcdc

©2011 Sadalit Van Buren

Page 32: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Publication

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Content is personalized to the user. Content is shared across multiple functions and systems without duplication. Feedback mechanism is in place for pages and taxonomy. Automated tagging may be present.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Content is monitored, maintained, targeted to specific groups. Usage is analyzed. Digital assets are managed appropriately. If more than one doc mgmt system is present, governance is defined. Mobile access considered.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Site Columns/ Managed Metadata standardize the taxonomy. Custom content Types are created. Custom page layouts & site templates are configured. Approval process is implemented. Incoming email activated for some lists/libs. Site Map is present. Some content targeted to groups.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Custom metadata is applied to content. Templates standardized across sites. Lists used rather than static HTML. Multiple document mgmt systems may be present w/out governance around purpose.

100 Initial

The starting point of SharePoint use.

Navigation & taxonomy not formally considered. Little to no checks on content. Folder structure re-created from shared drives. Content that could be in lists is posted in Content Editor WP. Out of box site templates / layouts are used.

Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow.

35 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren

Dynamic and personalized

Static and unorganized

Standardized and Targeted

Page 33: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Maturity per Years of Use

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 38

236 243

272 266

300 278

350

100

150

200

250

300

350

400

450

500

550

1 2 3 4 6 7 9

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Years of SharePoint Use

Publication

Page 34: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Publication – 100-level example

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Source: S. Van Buren

Page 35: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Publication – 500-level example

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Source: Microsoft

Page 36: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Collaboration

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Collaboration occurs outside the firewall – i.e. with external contributors. Automated processes exist for de-provisioning and archiving sites.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Collaboration tools are used across the entire organization. Email is captured & leveraged. Work is promoted from WIP to Final which is leverageable. Mobile access considered.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Collaboration efforts extend sporadically to discussion threads, wikis, blogs, and doc libs with versioning. Site templates are developed for specific needs.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Mechanism is in place for new site requests. Collaboration efforts are collected in document libraries (links emailed rather than documents)

100 Initial

The starting point of SharePoint use. Out of box collaboration sites set up as needed without structure or organization. No formal process exists for requesting a new site.

Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow).

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Outside the firewall

Team-centric, mostly doc storage

Cross-enterprise and fuller functionality

Page 37: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Maturity per Years of Use

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100

150

200

250

300

350

400

450

500

550

1 2 3 4 6 7 9

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Years of SharePoint Use

Collaboration

Page 38: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Collaboration – 100-level example

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Source: S. Van Buren:

Page 39: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Collaboration– 400-level example

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Source: Nielsen Norman Intranet Design Annual 2010

Page 40: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Business Process

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Power users can edit existing workflows to adapt them to changing business needs on the fly. Users leverage data from BPM to optimize process, simulate on real data, clear bottlenecks, balance work across workloads. Users have visibility into the process and can provide feedback to process improvements. Business processes extend to external users.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Workflow is a component of SP-based composite applications with connectivity to LOB systems. Users have access to process analytics and audit trails. Collaboration happens in the context of a work item as part of a dynamic, nonlinear business process (the “case”).

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Process is considered as a whole, rather than as automating functional tasks. Transition from procedural document workflow to orchestration of dynamic business process. SharePoint is becoming the BP platform, w/the introduction of 3rd party BPM tool to support more complex business rules.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Business processes are designed; some custom, departmental “no-code” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple business rules (decision-based routing). .

100 Initial

The starting point of SharePoint use.

Business process is loosely defined. Out of the box SharePoint workflows (approval, collect feedback) leveraged sporadically. A doclib or list provides a central base of operations. Any workflow is document- vs. application-centric.

Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization.

48

8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren

Analytics drive continuous improvements

There are workflows in SharePoint?

Applications consolidated, processes automated

Page 41: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Maturity per Years of Use

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100

150

200

250

300

350

400

450

500

550

1 2 3 4 6 7 9

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evel

Years of SharePoint Use

Business Process

Page 42: Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

Business Process – 100-level example

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Source: S. Van Buren

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Business Process – 500-level example

53

Source: Global360

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Search

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Users understand relationship of tagging to search results. Automated tagging may be used. High volumes can be handled.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Content types and custom properties are leveraged in Advanced Search and/or refiners. Results customized to specific needs, may be actionable.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Custom scopes and iFilters employed to aid the search experience. Content may be federated. Search Center created.

100 Initial

The starting point of SharePoint use. Out of box functionality for query, results, and scopes; some additional content sources may be indexed.

The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.

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Content finds me based on the preferences I set

I use keyword search and don’t expect much from results.

I can filter queries and results

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Maturity per Years of Use

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100

150

200

250

300

350

400

450

500

550

1 2 3 4 6 7 9

Mat

uri

ty L

evel

Years of SharePoint Use

Search

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Search – 100-level example

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©2011 Sadalit Van Buren

Source: S. Van Buren

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Search – 400-level example (query)

Source: Nielsen Norman Intranet Design Annual 2010

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Search – 400-level example (results)

Source: S. Van Buren

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People and Communities

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics. MySites may be allowed for external users.

Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities extend to external participants.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Profile fields may integrate with LOB data. MySites are centralized (only one instance). Communities flourish under governance.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Custom profile fields reflect company culture; photos are updated from central source. MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

MySites rolled out to pilot groups or users. Out-of-box profiiles implemented. Community spaces may be piloted.

100 Initial

The starting point of SharePoint use. Basic profile data imported from AD or other source. MySites host not created.

The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).

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Unified Community Experience

Individual Needs

Availability of tools enterprise-wide

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Maturity per Years of Use

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280

148

312

200

252

350

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

People & Communities

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People and Communities – 100-level example

62

Source: S. Van Buren

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People and Communities – 500-level example

Source: Nielsen Norman Intranet Design Annual 2010

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Composites and Applications

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Forms connect with LOB data. New capabilities & requirements are surfaced & integrated into downstream capabilities.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

InfoPath forms improve the user experience. Mobile functionality is supported.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Most critical business forms are online; some involve automated workflows.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Increasing use of SP lists to replace Excel spreadsheets and paper forms. Applications are opened up to a larger group of users.

100 Initial

The starting point of SharePoint use. Some paper forms converted to SP list forms. Many Excel spreadsheets, Access databases, paper forms still stored in / linked to from SharePoint.

Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.

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Seamless integration with LOB data

Replacement of a few key apps

Departmental Adoption

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Maturity per Years of Use

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262

258

292

363

268

300

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

Composites & Applications

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Composites & Applications – 100-level example

Source: S. Van Buren

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Composites & Applications – 400-level example

Source: Nielsen Norman Intranet Annual 2010

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Integration

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

External data (partner/supplier or industry) is integrated with SP.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Most of the systems that are desired to be integrated, are integrated. A data warehouse may be integrated with SP.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Multiple systems are integrated.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

A single system is integrated with SP.

100 Initial

The starting point of SharePoint use. Links to enterprise systems posted on SP site. Printed or exported business data is stored in doc libs.

Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data.

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Most systems integrated

Links to other systems

Some systems integrated

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Integration – 100-level example

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Source: S. Van Buren

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Integration – 400-level example

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Source: Nielsen Norman Intranet Annual 2010

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Maturity per Years of Use

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212

221

247

338

255

300

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

Integration

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Insight

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Analytics and trending are employed.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Items are actionable.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Reports allow drill-down and charting.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Reports are aggregated through customization.

100 Initial

The starting point of SharePoint use. Existing reports are used; data is brought together manually.

The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.

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I can see what’s going to happen.

I can see what happened.

I can see what’s happening

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Maturity per Years of Use

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212

191

183

338

247

300

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se Insight

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Insight – 100-level example

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Source: S. Van Buren

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Insight – 500-level example

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Source:

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Infrastructure

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

System health & error logs monitored. Processes for archiving & de-provisioning are in place. Disaster Recovery plan is in place.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed. Users trust the system.

Backup/restore has been tested. Dev and QA environments are present. Administration may be improved via third-party tools. BLOB integration may be present. Performance considered.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization. Remote access is available.

Number of servers is appropriate to demands and scalable for future growth. Dev environment is present. Service Packs tested in QA and installed in a timely fashion.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Multiple server installlation or single-server is backed up on a regular basis.

100 Initial

The starting point of SharePoint use. Single-server installation, sometimes rogue . No plan for availability / disaster recovery.

The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.

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Maturity per Years of Use

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342

244

408

338

362

450

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

Infrastructure

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Staffing and Training

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Top-down support in place; dedicated IT business analyst, server admin, helpdesk, training staff; empowered user community. Multiple training offerings exist.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

IT has more than one resource knowledgeable on the system. Requests for new functionality are tracked and prioritized. An end-user training plan is in place.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

SP evangelized around the organization by individual or small group. Content owners from some functional areas are trained and using the system. One IT resource knowledgeable on the system.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

SP evangelized to a subset of depts or functional areas by an individual; work mainly done by individual or small group. Training is informal, ad-hoc.

100 Initial

The starting point of SharePoint use. One pioneer or small group pilots the product.

The human resources that support the system and the level of training with which they are provided.

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Maturity per Years of Use

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342

244

408

338

362

450

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

Staffing & Training

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Customizations

Level Maturity Level Definition Competency

500 Optimizing

The particular area is functioning optimally and continuous improvement occurs based on defined and monitored metrics.

Deployment is fully automated via features . Source code is managed centrally as IP, re-usable and shareable.

400 Predictable

The particular area is centrally supported, standardized, and in use across the entire organization. Governance is defined and followed.

Deployment is fully automated – solution package and scripts. Total Cost of Ownership is considered.

300 Defined

The way the particular area is leveraged is defined and/or standardized, but not in use across the entire organization.

Mixed automated \ manual deployment process - some artifacts deployed via scripts, others by following list of manual steps. Source control is centralized.

200 Managed

The particular area is managed by a central group (often IT), but the focus and definition varies by functional area.

Changes are deployed from one environment to another using backup/restore. Source control is simple file storage.

100 Initial

The starting point of SharePoint use. No development, or development is done in Production. No QA / development environments. No source control.

Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier.

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Maturity per Years of Use

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255

289

200

288

373

350

100 150 200 250 300 350 400 450 500 550

1

3

4

6

7

9

Average Maturity Level

Ye

ars

of

Shar

eP

oin

t U

se

Customizations

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Future Plans and Improvements

• Article series for SP Magazine

• Centralized system for receiving data

• Mapping to vendors – services and products

• Complete mapping to resourcing (with Veronique Palmer)

• Mapping to SP versions – Standard/Enterprise

– Cloud

• Operational steps to maturity in the competencies – (Torben Ellert has already done this for Search –

http://www.surfray.com/resources/tech-blog/459-boosting-your-sharepoint-search-maturity-level.html)

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Call to Action

• Fill out the session evaluation (details on next slide)

• Fill out the SMM self-assessment!

• Send me your data to help build a data model for everyone (your name & company name will remain anonymous.)

• Contact me (contact info on next slide)

– With Questions

– With Feedback

– If you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity.

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Thank You!

Sadie Van Buren

• Twitter: @sadalit

• LinkedIn: http://www.linkedin.com/in/sadalit

SharePoint Maturity

• Twitter: @SPMaturity

• http://www.sharepointmaturity.com

– Tools, templates, and resources

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