55
Ivor Davies – Systems Analyst

LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Embed Size (px)

DESCRIPTION

My presentation at SharePoint Saturday Toronto on Saturday July 12th 2014 at Microsoft Canada.

Citation preview

Page 1: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Ivor Davies – Systems Analyst

Page 2: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§  Established in 1927 by Lieutenant Governor William Donald Ross. §  It is the single largest purchaser of beverage alcohol in the world. §  Has over 634 stores in the province of Ontario with 219 Agency

Stores in smaller communities. §  LCBO’s net sales in 2012-2013 was $4.89 Billion. §  Transferred over $13.7 Billion to the Ontario Treasury during the

last 10 fiscal years. §  Returned $1.7 Billion in profit to the Ontario Government in the

last fiscal year. §  Total number of products available in 2012 to 2013 was 17,615. §  www.lcbo.com and www.vintages.com are the main websites.

Page 3: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§  10 Years of SharePoint experience §  23 Years of IT work with the LCBO – Ontario (32 years with

company) §  Seasoned IT Professional in SharePoint / Project Server /

Microsoft Office / Virtualization §  Classified as a SharePoint "Specialist" on Klout with over 1300

Twitter followers, 11,000 Pinterest followers and over 2,800 LinkedIn connections.

§  Introduced SharePoint and Project Server to the LCBO back in 2003.

§  Has been identified as one of the Top 100 SharePoint Influencers (out of 15,000) according to http://www.scratchmm.com/sharepoint/community-vote

Page 4: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ § § § § § 

§ § 

§ 

Page 5: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 6: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ 

§ 

• 

• 

• 

• 

• 

Page 7: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 8: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ § § 

§ 

8

Page 9: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ 

§ 

§ 9

Page 10: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

10

Page 11: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

11

Page 12: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 13: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ 

§ § 

§ 

13

Page 14: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 15: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

15

Page 16: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ § § 

§ § 

16

Page 17: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

17

Page 18: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 19: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.

Page 20: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§  never static

living breathing process

§ adaptable

needs of your business

Page 21: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 22: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Home Page

Functional Areas

Divisions – “Public”

Departments – “Public”

Team Sites

Personal Sites – My Sites / My Store

“PUBLIC” SITES: Open to all employees

TEAM SITES: Generally open to team members

Tightly controlled, formal governance

Looser control, less formal governance

Some control, some formal governance

“PRIVATE” SITES: Open to business group members

22

“From Susan Hanley www.susanhanley.com”

Page 23: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 24: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ § § 

§ 

§ § § § § § § §  24

Page 25: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ §  Improve collaboration throughout the organization §  Share best practices amongst the user community §  Replace shared drives & email attachments

§ §  Easier access to information §  Move work between business entities §  “One stop shop" for authoritative information §  Improve the "time to talent" §  Capture knowledge of retiring employees

25

Governance Plan Must have a Clear Vision…

Page 26: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

1. 2. 3. 4. 5. 6. 7. 8. 9. 

26

Governance Plan should define decisions…

Page 27: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ § 

§ § 

§  Site sprawl §  Unfettered content §  Process lawlessness

Why are we talking about Governance?

Page 28: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 29: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Executive Working

Vision

User adoption

Training

IT & Business

Operation

Support

Development

29

Page 30: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ § § § 

§ 

30

The Executive Team:

Page 31: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§  Operations §  Support §  Development

31

The Working Team:

Page 32: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 33: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 34: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§ 

§ 

§ 

34

Page 35: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

• • • • • • • • • • 

35

Table of Contents…

Page 36: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

36

Page 37: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

37

Page 38: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

38

Page 39: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 40: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

§  Dilemma – How do we get our content managers to read and agree to such a large document?

§  consumable§ 

§  Searchable

§  Accessible

40

Page 41: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

41

Governance Home Page

Page 42: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

42

Application Usage Policies – Use of Corporate Site

Page 43: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

43

LCBO Portal Roles & Responsibilities

Page 44: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

44

Frequently Asked Questions…

Page 45: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014
Page 46: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ § 

§ § § 

§ § 

§ § §  To Sum it up…Create strong partnerships and a good

communication plan. 46

So – What did we learn from our experience?

Page 47: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Key Points to remember…

§ § § § § 

§ 

§ 

47

Page 48: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ http://technet.microsoft.com/en-us/library/cc789336.aspx

§ http://technet.microsoft.com/en-us/library/ff848257.aspx

§ http://www.microsoft.com/download/en/details.aspx?id=23613

§ 

Good SharePoint Resources…

Page 49: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ http://blogs.msdn.com/SharePoint/archive/2006/12/13/management-and-governance-resources.aspx§ http://technet.microsoft.com/en-us/library/cc263356(office.14).aspx§ 

http://technet.microsoft.com/en-us/library/ee519603(office.14).aspx

References:

Page 50: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ 

http://technet.microsoft.com/en-us/library/ee424403(office.14).aspx§ http://technet.microsoft.com/en-us/library/ee424402(office.14).aspx§ http://technet.microsoft.com/en-us/library/cc262706.aspx

References (continued):

Page 51: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ http://www.linkedin.com/groups/SharePoint-2010-1869506?trk=myg_ugrp_ovr§ http://www.linkedin.com/groups?gid=3854668&trk=myg_ugrp_ovr§ 

§ § http://www.topsharepoint.com/50-must-follow-tweeters-for-sharepoint-enthusiasts§ 

§ 

Additional Resources On Social Media:

Page 52: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Thanks to our sponsors!

Page 53: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

Connect. Collaborate. Share.

Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/

Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/

SharePoint Saturday Toronto http://spbuzz.it/spstoyam

Page 54: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ § 

Page 55: LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

§ § § § 

§