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Please direct any questions to us via Twitter using hashtag #fpwebinar Navigating SharePoint and the Cloud in the Financial Industry #fpwebinar

Navigating SharePoint and the Cloud in the Financial Industry

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Welcome to another special partner webinar where Webtrends lends their expertise surrounding SharePoint and the financial industry. This webinar will outline how SharePoint Analytics provides critical information for financial organizations seeking to increase user adoption and engagement within the platform. Case studies will showcase how concrete ROI can be obtained and common challenges and obstacles avoided with an informed analytics plan.

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Page 1: Navigating SharePoint and the Cloud in the Financial Industry

Please direct any questions to us

via Twitter using hashtag

#fpwebinar

Navigating SharePoint and the

Cloud in the Financial Industry

#fpwebinar

Page 2: Navigating SharePoint and the Cloud in the Financial Industry

Please direct any questions to us

via Twitter using hashtag

#fpwebinar

We want to hear from you!

#fpwebinar

Page 3: Navigating SharePoint and the Cloud in the Financial Industry

What’s in this Fpwebinar?

How SharePoint Analytics Differs From Web Analytics

A Day in the Life of a Financial Organization

SharePoint Challenges for Financial Organizations

End User Adoption and Engagement

How to Use and Understand SharePoint Analytics Reporting

How Financial Organizations Can Get More Out of Their SharePoint Intranet

#fpwebinar

Page 4: Navigating SharePoint and the Cloud in the Financial Industry

Jill KunkelChannel Program Manager

Fpweb.net

Jean-Marc KrikorianSenior Director of Partner Sales

Webtrends

#fpwebinar

Page 5: Navigating SharePoint and the Cloud in the Financial Industry

#fpwebinar

SharePoint Analytics

Aligned with SharePoint product roadmap

Microsoft –preferred solution for all current versions, intranet, extranet, and Internet

Designed specifically for SharePoint

Deliver detailed user, content, and action level data and reporting

Helps drive on-premises to cloud migration strategies

Page 6: Navigating SharePoint and the Cloud in the Financial Industry

#fpwebinar

A Day in the Life of a

Financial Organization

Accessing current, specific and pertinent financial agreements and contracts

Training on latest government and regulatory requirements

Effective collaboration within and across teams

Creating a more self-service environment and experience

Ability to properly view information across multiple devices (especially mobile workforce)

Page 8: Navigating SharePoint and the Cloud in the Financial Industry

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Migration ChallengesNew features and functionality in new versions

Hybrid or mixed deployment environments are increasingly common

Page 9: Navigating SharePoint and the Cloud in the Financial Industry

Why Adoption and

Engagement MatterThey are the top concerns for admins and other stakeholders

Drive multiple deployment, structural, and investment decisions

78% of engaged employees would recommend their company

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Page 10: Navigating SharePoint and the Cloud in the Financial Industry

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Measurement Strategies

Drive ResultsSet baselines and benchmarks

Identify goals and targets

Define tactics and criteria for success

Page 11: Navigating SharePoint and the Cloud in the Financial Industry

Applicable to All Current

SharePoint EnvironmentsBuilt to capture the metrics that matter from within the environment

Specific to the nuances and intricacies of SharePoint

Highly customizable reporting

The data collection is 100% configurable by your administrator

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Page 12: Navigating SharePoint and the Cloud in the Financial Industry

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How SharePoint Analytics Works

JavaScript tag is added to SharePoint through a SharePoint specific plug-in – at the Farm,

Tenant, or Site Collection level – adding SharePoint-specific click actions, lists, search metrics

Access reports on-premises or in a SaaS based solution

Page 13: Navigating SharePoint and the Cloud in the Financial Industry

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Secure User Data Collection

The JavaScript enables the capture of information from within the page header

Captures user meta data that can include name, department, reporting to, location etc.

User attributes help SharePoint render the right information and content for that user

Page 14: Navigating SharePoint and the Cloud in the Financial Industry

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A 25,000-employee financial

organization needed to get more out of

their SharePoint Intranet

They increased user adoption and employee productivity by:

Enhancing User Experience

Personalized Intranet experience for the international users

Providing a unified and Robust Search experience

Page 15: Navigating SharePoint and the Cloud in the Financial Industry

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How Analytics Drives UX and Adoption

Page 16: Navigating SharePoint and the Cloud in the Financial Industry

Please direct any questions to us

via Twitter using hashtag

#fpwebinar

#fpwebinar

Q&A

Navigating SharePoint and the

Cloud in the Financial Industry

Page 17: Navigating SharePoint and the Cloud in the Financial Industry

Thank you!Twitter @fpweb • [email protected] • www.fpweb.net

Please fill out the survey as you exit the webinar and help us choose the next topic!

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