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presented by
Dave Healey [email protected]
(206) 734-9414
06/21/2013
SharePoint for Startups Tales from the Trenches
Welcome & Introductions
Chrysalis | Business Technology Solutions
• Drive performance improvement through the strategic application of technology
• Business process optimization
• Business application implementation and management
• Specialization in Microsoft SharePoint
Dave Healey, Managing Partner
• 20 years industry experience
• Knowledge & Information Mgmt.
Andrew Hopkins, Principal Consultant
• 22 years industry experience
• Enterprise Information Management
Presentation Team
@chrysalisbts
• Who are you?
• Name, Company, Title
• How are you using SharePoint today?
• What do you hope to get out of this session?
Welcome & Introductions
“Success is not delivering a feature; success is solving the customer’s problems.”
– Mark Cook, VP Products Kodak Gallery
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The Lean Startup Based on Lean Methodology
Scientific approach to
• Deliver a new solution under conditions of uncertainty
• Get a desired solution into customers’ hands faster
• Validated Learning
Ideas
Build
Product
Measure
Data
Learn
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Build-Measure-Learn Feedback Loop
Minimize Total Time Through The Loop
Zappos Hypothesis and Validated Learning
Problem Solution Process
Known Known
Known Unknown
Unknown Unknown
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Lean and the Enterprise Recognizing Opportunities for Lean
Waterfall, Agile
Agile
Lean
So Why SharePoint For Statups
Pros
• Facilitates experimentation
• Not Open Source
• Enables continuous integration
• Broad base of skilled resources
Not Pros
• Stack is resource heavy
• Not Open Source
• Requires proactive management
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Ideas
Build
Product
Measure
Data
Learn
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The Conversation Today
Idea, Build
• Experiment with product and process
• Incremental / Disruptive
• Box time and resource commitment
• Start small
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Idea, Build
• For internal users, perform customer discovery & interviews
• Identify users that impact business metrics
• Start small
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GeneTorrent Repository GN
OS
Web
Ser
vice
s
Annai reQuest Research Portal
Public Genomic Data
GeneTorrent
Fed
erat
ed
Au
then
tica
tio
n
Private
Genomic Data
Annai GNOS Genome Network Operating System
Client Example Idea, Build
Best Practices
• If you have User Stories, add a hypothesis that states the expected outcome on a specific metric
• Aggressively manage expectations (experiment/poc/pilot) early and often
• Feed the learning back into the product backlog…
• Start small
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• Cultural
• Internal resistance to / misunderstanding of Lean
• Technology zealotry
• Planning processes
• Misaligned expectations
• Tools
• Infrastructure and tools to support
Risks
• SharePoint is Application Platform but it is also Core Infrastructure
• Plan for Infrastructure Design
• Service Alignment
• Use the Tools that best enable Lean for SP
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Planning for Lean SharePoint
• Continuous Integration
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Client Demo
Product, Measure
• Minimum Viable Product
• Minimum you need to test validity
• Some include Wireframes, Landing Pages, CRPs, PoCs, Concierge Product
• Customer interviews
• Walkthroughs of wireframes
• Iterate (Agile) from there
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Client Example
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Explore Access Download FAQ Contact
Explore: GNOS Graphical Reporting
Access: GNOS Browse and Download Communities Resources
Download: GNOS Download News
Download Request Status Progress
Link Link Link
Type Name Modified
Talk To Us! What do you want to see? What works/doesn’t work?
Welcome to the Annai reQuest Portal Demo
Notes
Explore Access Download FAQ Contact
Explore Access Download FAQ Contact
DHealey27 > Explore
EXPLORE: GNOS Graphical Reporting Libraries
Explore
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First Production Site
Best Practices
• Ensure the right prototype fidelity
• If you experiment in code, come back to: • clean it up
• iterate
• productize
• Refactor
• Decouple from existing brand (if exists)
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• Cultural
• Working forward from the technology instead of working backward from the business results
• “Get out of the building.”
Risk
• Cultural
• Wrong level of prototype fidelity
• Too little / No user input
• No validated learning
Risks
• Cultural / Engineering
• Lack of understanding of the platform
• Unwilling to refactor
Risk
Best Practices
• Don’t release it to everyone all at once
• Target specific cohorts with a/b testing
• You cannot learn if your feedback loops are broken
• Just because you can measure it, does not mean you should measure it
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• Engineering
• Over-engineering
• Breaking the feedback loop
Risk Critical Factors Risks to Success
• Identity Federation – third party authentication authority support and integration • OAuth, OpenID, Shibboleth • Integration with other systems
• Continuous Integration (automated build, test, & deployment) • Visual Studio vs SharePoint Designer
• Crippled “Build-Measure-Learn” feedback loop
“Don’t build what the customer isn’t asking for.”
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Risk - Over Engineering Critical Factors
MANAGING GENOMIC DATA
FIRST MAJOR DEPLOYMENT
Strategy
• OOB features where possible
• Optimized to generate feedback through rapid feature deployment
• Open to later refactoring
Compromise
• Collab model poorly defined (experimental)
• Access roles and rights difficult to predict
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SharePoint Strategy
Ingest Metadata DB
Business Connectivity Services
Download ECT
Access Application Page
SharePoint Configuration
Access Application
Legend
Download DB Broker Web
Services
Download Dashboard
Data
Application
Presentation
SQL Server Reporting Services
Secure Store Service
Repository 2
Repository 1
Solution Design
Ingest
REQUEST PORTAL V1
DEMONSTRATION
Data, Learn
• Interviews
• Surveys
• Observation
• Web analytics
• Telemetry data
• System generated data
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• Small but influential customer base
• Challenging to develop large web analytic profiles
• Small group and individual interviews
• Campaign style tracking code
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Customer Example Data, Learn
• Cultural
• Track the “right” metrics
• Beware “vanity metrics”
• Be prepared to “Pivot”
Critical Factors Risks to Success
• Cultural
• Review and question your hypotheses
• No “sacred cows”
• Engineering
• Technology selection
• Design strategy
• Experiment to align customer & solution
Risk / Challenge Risks to Success
• Using SP Analytics for data and learn
• 3rd Party Analytic Tools (Webtrends)
• OOB components, extending and enhancing
• Using Pardot tracker to learn at a per user level as a cheap way to know what’s going on
• Pardot lead deck for real time analysis
• Followed up with user interviews
• Significant influence on next iteration UX
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Data Learn SP
Idea, Build
• Lather, Rinse, Repeat
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Pivot
• @ Business Architecture & Code levels
• Change direction
• Change the model
• Formulate new hypotheses
• Generate new ideas
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Reboot Forward
RESPONSIVE DESIGN REFACTOR
ADDRESSING THE CHALLENGES
Ingest Metadata DB
Download “Cart” CT
Access Application Page
Access Detail View Page
Ingest SharePoint
Configuration Access
Application
Legend
Download DB Broker Web
Services
Saved Query CT
Download Dashboard
Data
Application
Presentation
Secure Store Service
Search (Crawl/Index/Query
Services)
Repository n
Repository 2
Repository 1
Business Connectivity Services
Download ECT
Other Object ECT
Patient Object ECT
Analysis Object ECT
Refactored Solution Design Integrating Search Into Existing Application
REQUEST PORTAL V2
DEMONSTRATION
• #1 Microsoft Program for startups?
• BizSpark
• MSDN / Free
• TechNet / Free
• Azure VMs / Free
• Customer Access Licenses / Free!!!!
• Direct marketing and sales support
• Preferred engagement if you product has legs
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Resources for Startups
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Where Not To Stay In Los Gatos
Resources and Contact
Download the Deck
• www.slideshare.net/dhealey27
Check out our Real World SharePoint Series
• www.chrysalisbts.com/index.php/events/rws/
Successful SharePoint is About Community
• social.technet.microsoft.com/forums/
• www.linkedin.com/groups/SharePoint-Experts-42512/about
• Ask the global SharePoint community for their insight #SPHelp
• Join your local SPUG
Dave Healey
• @dhealey27
Andrew (Andy) Hopkins
• @AndrewSHopkins
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