14

SharePoint: A Case Study at Harvesters Food Bank

Embed Size (px)

DESCRIPTION

These slides were part of a breakout session at a Feeding America conference held October 3-5, 2011. The slides highlight Harvesters food bank's efforts to set up an employee website using SharePoint.

Citation preview

Page 1: SharePoint: A Case Study at Harvesters Food Bank
Page 2: SharePoint: A Case Study at Harvesters Food Bank

Case Study: Harvesters food bank

Project Goals and Overview• Access to timely, accurate and reliable information

is critical to all Harvesters employees• Collaboration and Communication• Process Improvement

Project Approach• Joint development between Regional Food Bank of

Oklahoma and Harvesters in Kansas City

Page 3: SharePoint: A Case Study at Harvesters Food Bank

Overview: Solution and Keys to Success

Solution• Build Employee Intranet website using Sharepoint• Build Extranet site for Board of Directors• Migrate all MS-Office documents to Sharepoint

Keys to Success• Early, consistent communication and involvement of

every department within Harvesters during all phases of website development

• Brand site using food bank theme to increase adoption, including selection of CORE as name

• Active, timely information on CORE home page

Page 4: SharePoint: A Case Study at Harvesters Food Bank

Home Page: Organization-Wide Impact

Business Process• Employee

Messages• Staff Directory• Links to Requests• Employee Calendar• Employee Training

Technical Function• Sharepoint allows

users to browse on a website to find information • Or use Google-like search to quick find documents or information• Centralizes documents – takes files out of mailboxes & out of network

drives; build collaborative documents

Page 5: SharePoint: A Case Study at Harvesters Food Bank

Department Sites: Align to Business Process

Department Page• Common

Design Layout• Shared Docs• Custom Lists

to AccommodateBusiness Process

• Migrate shareddocuments to aDocument Library

• Use Vyapin’s DocKIT for Sharepoint to migrate files – provided error-correction, scheduling, retained file characteristics

Page 6: SharePoint: A Case Study at Harvesters Food Bank

Custom App: Agency App Review

• “Light” applicationused to track agency and program applications

• Workflow built in to handle communication with program managers

• Future: Allow “extranet” access to app for agencies to initiate process

• Timeline: 4 weeks

Page 7: SharePoint: A Case Study at Harvesters Food Bank

Custom App: Customer Care (Help Desk)

• Modeled CustomerCare business process

• Manage and trackagency calls

• Followed quickdevelopment cyclewith web developer

• Uses Infopath form, providing higherfunctionality

• Information retainedin Sharepoint lists

• Timeline: 4 weeks

Page 8: SharePoint: A Case Study at Harvesters Food Bank

Business Processes: Custom Lists

Operational• PWRLine• Food Safety issues and Facilities requests• Recalls

Quality Assurance (QA)• Service Requests and Projects• QA Datasets

Finance• Paperless A/P invoice processing

Page 9: SharePoint: A Case Study at Harvesters Food Bank

Quality Assurance: Report Center

• Dashboards• Reports• Built in

Sharepoint Reports Center

• Gets data fromJetreports scheduler

• Displays data usingSharepoint’sExcel Services

• Official Data Source – authoritative report• Archives historical reports

Page 10: SharePoint: A Case Study at Harvesters Food Bank

Harvesters: Let’s look at the live site!

Demonstration –•CORE home page

•CORENET home page

•Customer Care App

•PWRline

•Reports Center

Page 11: SharePoint: A Case Study at Harvesters Food Bank

Harvesters: How to make it work

Harvesters’ Lessons Learned Over Two Years• Ownership - Important Sharepoint elements must

have individuals and departments responsible for growing and feeding their content or app

• Relevance – information on home page needs to be timely and updated to keep up with your organization

• Champions – Find and empower people in your organization that want to develop Sharepoint lists and apps

Page 12: SharePoint: A Case Study at Harvesters Food Bank

Questions?

• Questions about Sharepoint 2010?• Other Questions…

Page 13: SharePoint: A Case Study at Harvesters Food Bank

SharePoint Presenters

Al Jimenez, Director of Information Technology

Houston Food Bank

[email protected]

Noreen Zahner, Director of Quality Assurance

Harvesters – The Community Food Network

[email protected]

Matt Quinn, Information Technology Manager

Harvesters – The Community Food Network

[email protected]

Page 14: SharePoint: A Case Study at Harvesters Food Bank

Thank You!

Please provide your feedback from this is session on the evaluation providedSession ID: C4

Session Title: SharePoint / Internet