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Intranet Trends & Best Practices 2010 & Beyond Executive Workshop

SharePoint Intranet Trends & Best Practices: 2010 and beyond

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Page 1: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet Trends & Best Practices

2010 & Beyond

E x e c u t i v e W o r k s h o p

Page 2: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Optimus BTLocations : Atlanta, GA & Washington D.C

Our Passion

We think the Internet and the adoption of trends on the Internet are a leading Indicator for the upcoming innovations in the Enterprise. We are passionate about helping our customers Interpret, leverage and maximize the business benefits of these incremental or disruptive trends and making it a reality in their operating environment.

Our Vision

Be a leader in the adoption of new and significant trends in the technology marketplace that influence our customer’s business. Pace ourselves to the Urgent needs of our customers. Be a Trusted Advisor. Add Value to every relationship.

Offerings• Enterprise 2.0 Applications• SharePoint Applications• Rich Internet Applications• Product Outsourcing• Digital Marketing Technologies• Custom & Web Application Development• Research & Consulting• Maintenance & support Services Outsourcing

Technologies• Microsoft SharePoint• Microsoft SQL Server• Microsoft Project Server• Microsoft .NET• Open source Platforms – Drupal, Joomla others• SilverLight , Flash & Adobe AIR platforms• J2EE Platforms

Partnerships

Featured Customers

Our Value Proposition

We will design, implement and help in the adoption of new generation technologies like Web 2.0 and Social Networking by incorporating research, design, technology, and marketing in a way that is tailored to meet the collaboration, content, social knowledge management and business intelligence needs of your organization

Products• Delegate n Extend• SharePoint eProcurement• Resolve 2.0 – Awarded 2009 trend setting

product by KMWorld

More>>

Page 3: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Enterprise 2.0 Technology Solutions & SupportWe have built Enterprise 2.0 solutions like Enterprise Portals, Web Platforms, Knowledge Management Systems, Collaboration Solutions, Content Management Solutions, E-Commerce and Procurement Solutions, Vendor and Supply Chain Collaboration Solutions, among others

Social Marketing Infrastructure

User Experience & Rich Applications

Design

Enterprise 2.0 Technology Solutions &

Support

Original Research & Industry Analysis

Optimus BT Advantage

Optimus BT

Advantage

Page 4: SharePoint Intranet Trends & Best Practices: 2010 and beyond

User Experience & Rich Applications DesignWe complement our foundation of research services with a balanced approach to design. Our talented and experienced consultants leverage research-driven principles, business best practices and creativity to provide immersive, powerful intuitive user experiences that will delight your users.

Social Marketing Infrastructure

User Experience & Rich Applications

Design

Enterprise 2.0 Technology Solutions &

Support

Original Research & Industry Analysis

Optimus BT Advantage

Page 5: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Original Research & Industry AnalysisOur analysts and research team engage in complete and thorough research & industry analysis to validate the overall approach of the solution. Based on this, we will generate ideas that will drive the features and detailed design of the solution.

Social Marketing Infrastructure

User Experience & Rich Applications

Design

Enterprise 2.0 Technology Solutions &

Support

Original Research & Industry Analysis

Optimus BT Advantage

Page 6: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Social Marketing InfrastructureOur approach for implementing Enterprise 2.0 applications and internet websites include integration and adoption of social marketing and industry best practice considerations into the design and technical infrastructure of the solutions.

Social Marketing Infrastructure

User Experience & Rich Applications

Design

Enterprise 2.0 Technology Solutions &

Support

Original Research & Industry Analysis

Optimus BT Advantage

Page 7: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Ag

en

da

Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Learning

Expertise

Connections

Skills &

Talent

Par

ticipation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People &

Content Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Informal

+

Formal

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Phase 1 Phase 2 Phase 3

Setup of Enterprise Collaboration Components and Sites and Taxonomy

Structures

Implementation of Business Workflows

Implementation of Centralized Reporting and Business Intelligence Functionalities and

Dashboards

Page 8: SharePoint Intranet Trends & Best Practices: 2010 and beyond

The Story So Far…Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Page 9: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Current Issues & Unmet Needs

• Delivering Information in Context of Everyday Work― Users of the intranet do not have integrated tools that allow them to get the right information in context

of the task in hand to have their issues solved, interact with peers and colleagues on ideas and approaches, access related templates, documents and other resources.

― Users have to access various tools and applications that are focused on specific information artifacts further introducing delays in getting their task done faster

• Knowledge Retention― The current intranets provide very less support like centralized knowledge dashboards, contextual

knowledge bubble up tools, easy to user tools to capture knowledge among others and pave way for enterprise knowledge retention

• Skills and Talent Identification and Retention― Current intranets do not provide an infrastructure which can allow for pervasive identification of skills,

experts, SMEs among others through the analysis of quality contributions, ratings and other collaborative processes which would help in allowing the HR to create retention and growth strategies for talented and skillful individuals

• Capturing Informal Knowledge― The current tools and applications are good at capturing formal knowledge, but the informal knowledge

is still being shared around the water coolers. The intranet do not provide a central set of easy to use tools which can be used by employees to quickly contribute information through the intranet to the organization’s knowledge base.

Page 10: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Current Issues & Unmet Needs

• Enterprise Communities and Networks― Even though majority of the organizations have understood the benefits of fostering collaboration and

knowledge based communities, they have not been able to implement it due to various factors like the lack of platform capabilities, governance strategies, adoption roadmap and the availability of the right set of tools and applications

• Lack of Open Collaboration― The current intranet supports the concept of formal collaboration, which are really driven by the formal

processes put in place by the organization.

― Even tools like blogs and wikis are command and controlled and there are really no end user focused collaboration applications implemented that provide and foster a culture of open collaboration within the organization.

• Delivering the intranet as the single source of truth― The concept of the intranet being the single source of truth is restricted to the integration of data and

information from existing legacy and LOB systems into the various applications of the intranet

― What has not become mainstream is the integration of information and artifacts from external sources like the internet via RSS feeds and mash up type of applications

• Creating a well governed collaborative environment― The current governance methodologies and procedures have proved to be ineffective to be applied to an

intranet environment that is open, rich and pervasive with the user being in the absolute center of the organization and everything else revolving around the needs of the user.

Page 11: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet Trends for 2010

• Informal Collaboration at the Forefront of the Organization• Intranets 2010 and beyond will see informal collaboration going mainstream with organizational

functions like knowledge management, skills & talent management and retention, communities and networks and information delivery being put on informal programs and driven by contextually rich tools and applications integrated within the work environment of the user

• The role of formal collaboration would be to receive feedback, analyze trends, identify top ideas among others from the informal interactions going on and optimize existing processes within the organization

• Support for Massive / Sponsored Collaboration• Intranets 2010 will include the capabilities that can allow users to create on-demand and ad-hoc

collaboration workspaces, knowledge communities on a need to know basis among others via the utilization of standard collaboration, community and knowledge management templates

• Dominance of Social Networking• Lot of early adopters have already had their experiments with Social Networking within the

organization and have realized the benefits of going social• Intranets 2010 will be the platform where the user’s social profile will take center stage and will be the

key contributor for HR processes, Skills & Talent identification, propagation and knowledge within the organization

• Flatter Content Management• Content will still remain the “King” and there will be pervasive, Web 2.0 and easy to use tools that will

allow the users to identify and disseminate the knowledge potential of the content through flatter approaches like folksonomies, open sharing and collaboration to deliver the content as a knowledge artifact for the entire organization

Page 12: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet Trends for 2010

• Rich and Interactive• Document Management will merge with digital asset management to deliver an extended, open and

collaborative environment for storing and managing rich media files including video, audios, presentations, flash and silverlight files among others

• Moreover, there will be exciting new media applications built on top of Intranets 2010 to deliver a knowledge and learning oriented environment to the end users of the organization

• Enhanced Search• Intranets 2010 will see search functionalities exploring beyond the “Search Box” and will be extensively

utilized in various ways for automatically and contextually delivering expertise, content and document artifacts, knowledge artifacts among others

• People, skills and expertise search will become mainstream along with content and document search within the organization

• Focus on Knowledge and Learning• Intranets 2010 will include the best of the collaboration features provided by the Internet, Web 2.0,

Social networking and communities to deliver an integrated environment for managing knowledge and learning

• Governance• Intranets 2010 will force organizations to not only come up with a extended set of governance policies

and compliance procedures, but will also have self service based governance tools and applications made part of these policies and procedures and integrated within Intranet 2010 paving way to a self growing and self governed platform for open and social collaboration

Page 13: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Ag

en

da

Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Learning

Expertise

Connections

Skills &

Talent

Par

ticipation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People &

Content Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Informal

+

Formal

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Phase 1 Phase 2 Phase 3

Setup of Enterprise Collaboration Components and Sites and Taxonomy

Structures

Implementation of Business Workflows

Implementation of Centralized Reporting and Business Intelligence Functionalities and

Dashboards

Page 14: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet 2010 – The Vision

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Lear

ning

Expertise

Connections

Skills &

Talent

Par

ticip

ation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People & Content

Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Formal Informal+ = Intranet 2010

Page 15: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet 2010 Applications• Mainstream Tools & Applications

• Contextual Information Bubble up Components

• Employee Social Profile Management

• Social Networking Applications

• Knowledge and Learning Management Templates

• Social Search

• Social HR Applications

• Folksonomy Extensions

• On-Demand Workspaces

• Micro Blogging & Knowledge Wikis

• Social Tagging & Bookmarking

• Forums & Communities

• Rich Media Collaboration Galleries

• Rating, Commenting, Surveys & Polls

• Calendaring & Enterprise Profile Directory

• Others

• To-Do Lists

• Meeting Minutes

• FAQs

• Enterprise Blogs

• Suggestion Box / Feedback

• Messaging

• Classifieds

• Reservation Application

• Mark as Inappropriate

• Intranet Statistics

• Social Analytics & Statistics tools

Page 16: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Intranet 2010 Technology Platforms

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%47%

38%

20%17% 16%

13%10%

5% 4% 4%

Sh

are

Po

int (M

OS

S)

Fa

ce

bo

ok

Oth

er

Me

dia

wik

i

Wo

rdP

ress

Co

nflu

en

ce

Blo

gg

er

Dru

pa

l

Co

nn

ectio

ns / Q

uik

r

Mo

va

ble

Typ

e

Source : Intranet 2.0 Global Survey

• 47% of organizations with 2.0 tools are using Microsoft SharePoint (MOSS 2007)• Facebook is being used by employees (employee groups) in 20% of organizations• Seven have market share of more than 4% led by MediaWiki (17%) and WordPress (16%)• Vendors (“others”) that have less than 4% market share are present in 38% of organizations

Page 17: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Ag

en

da

Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Learning

Expertise

Connections

Skills &

Talent

Par

ticipation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People &

Content Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Informal

+

Formal

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Phase 1 Phase 2 Phase 3

Setup of Enterprise Collaboration Components and Sites and Taxonomy

Structures

Implementation of Business Workflows

Implementation of Centralized Reporting and Business Intelligence Functionalities and

Dashboards

Page 18: SharePoint Intranet Trends & Best Practices: 2010 and beyond

SharePoint 2010 Overview

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Page 19: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Feature MOSS 2007

SharePoint 2010

Description

Rich Authoring< P

Improved standards and compliance, new digital media asset, improved asset library, new metadata management, search engine fields - show up in page edit mode

Image Content Type= <

Copyright now a site column, and change position of the image with the text.

Publishing Workflow< P

SharePoint Designer enhancements for declarative workflows and list workflows which can be reused anywhere in the Site

Web Analytics< P

SharePoint 2010 includes a Web Analytics service so that enterprises can monitor site usage and search terms

Multi Lingual Support< <

The content is translated by a human translation process and a workflow. The content can be published into multi languages with the single click

Web

Co

nte

nt

Man

agem

ent

& P

ub

lish

ing

< Out of the Box = Not Available P Improved Feature

Page 20: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Feature MOSS 2007

SharePoint 2010

Description

Document Content Types < P

No hassle upgrade of content types, easier to share content types across site collections and web applications

Re-Usable Workflows< <

Design once, deploy too many, can be designed and adjusted by power users.

In-Place Records Management = P

A document in a document library can be declared a record in the same document library without having to send it to the Records Center.

Hold and e-Discovery< <

This feature enables sending a document or sets of documents (rule based) to the hold, they can be put into a secure storage so that these (hold) documents are set to read-only and can be examined.

Compliance< P

The compliance screens shows the content type, record status, retention status, hold status and shows the audit log for that record

Content Rules= <

SharePoint 2010 supports the creation of metadata based rules that move content submitted to the site to the correct library or folder. The inbox could then automatically redirect the incoming documents to the appropriate document library

Document IDs= <

SharePoint 2010 offers out of the box Document IDs by turning the document ID feature on.

Document Sets= <

Document sets are a new content type in SharePoint 2010. In a document set several documents are held together as one set

Do

cum

ent

Man

agem

ent

< Out of the Box = Not Available P Improved Feature

Page 21: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Feature MOSS 2007

SharePoint 2010

Description

Tagging & Rating = < SharePoint 2010 provides inbuilt web parts and features for allowing users to tag and rate content

RSS < P Improvements include enhancements of RSS output from SharePoint – from ancontent, format and security standpoint

Mobile Support < P Includes native clients for iPhone and Blackberry

MicroBlogging = < Lightweight conversation with community integration, comments, liking email notifications and summaries

Activity Streams = < Aggregation of events from across all the SharePoint sites including community actions, microblogging, commenting, third party status updates from facebook, twitter etc.,

People, Profile & Expertise Management

< P Integrated tightly with Social Networking

Connectivity < P Users will be able to connect and work with peers – online or offline

Rich Media Integration = < Out of the box rich media support (beyond just having document libraries)

Metadata Management < P Automatic extraction of metadata from images, configuring a folder to automatically add tag content with a specific tag, support for folksonomies, and the addition of the Enterprise Managed Metadata service

Blogs & Wikis < < Improved with better features for content authoring, support for images and built-inworkflows

Social Bookmarking = < Enables end users to bookmark and share favorite sites, pages, documents among others

Co

mm

un

itie

s an

d S

oci

al N

etw

ork

ing

< Out of the Box = Not Available P Improved Feature

Page 22: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Feature MOSS 2007

SharePoint 2010

Description

Visio Services= <

Create and manage visio diagrams right from the browser, connect it to backend lists and databases for real time updates

Line of Business Data< P

Better user experience to access and manage business data in a self service and no-code manner

Web Services & API support < P

Web services API provide data access and write back interfaces, making it possible to manage business data from a centralized, secure location

Excel Services< <

Allows to manage and visualize excel based data from a centralized web interface

Performance Point Services = <

SharePoint 2010 integrates with Performance Point services – which allows for integrating advanced KPIs, scorecards and content and data rich dashboards easily

Bu

sin

ess

Co

nn

ecti

vity

Ser

vice

s

< Out of the Box = Not Available P Improved Feature

Page 23: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Feature MOSS 2007

SharePoint 2010

Description

People & Expertise Search< <

Capture knowledge not found in documents using People & Expertise

Search from Windows 7 & windows Mobile< <

Conducts searches from the Windows 7 desktop and your windows mobile device

Common Connector Framework for indexing & Federation < <

Securely connect out of the box to content from sources across the enterprise

Scale & Performance via improved topologyarchitecture < <

Meet the scalability & performance needs of Enterprise and departments

Build Search Powered Applications< <

Leverage publicly available query object model & web parts for extensibility

Refinement panel & Sorting= <

Narrow down the search and navigate to the right content faster

Search in Context= <

Field different results and refinement options based on the user profile

Social Behavior improves relevance= <

Includes document ranking based on click through behavior

Thumbnails, Previews & view in Browser= <

Preview using thumbnails directly within the browser based on the type of content in the search results

Advanced Content Processing with strong Linguistics = <

Extract & create metadata latent in the documents to improve search results, sorting capabilities and refinement panel

Ente

rpri

se S

earc

h

< Out of the Box = Not Available P Improved Feature

Page 24: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Ag

en

da

Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Learning

Expertise

Connections

Skills &

Talent

Par

ticipation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People &

Content Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Informal

+

Formal

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Phase 1 Phase 2 Phase 3

Setup of Enterprise Collaboration Components and Sites and Taxonomy

Structures

Implementation of Business Workflows

Implementation of Centralized Reporting and Business Intelligence Functionalities and

Dashboards

Page 25: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Key Best Practices Areas for Intranet 2010

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Page 26: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Information Architecture Best Practices

• User Profile Centric Information Architecture― The features and functionalities of Intranet 2010 is centered around the end user and the users

information, content and knowledge requirements

― Develop the IA by for a dynamic and self adjusting collaboration environment that is driven by the user’s profile and the possible content connections that these various users can create

• Account for Contextually Integrated Features― The concept of Intranet 2010 includes delivering the right information at the right time, any time and

enabling the end user to efficiently complete the tasks in hand

― This requires designing a pervasive interface for the end users to support open sharing, recommendations and information delivery in context. The information architecture of Intranet 2010 should account for integrating these tools and content buckets within the context of the page

• Efficiently Support a Dynamic Content Landscape― Taxonomy and folksonomies will become the mainstream methods of managing content, knowledge and

information artifacts on the intranet

― The navigation, content placement and delivery methods should account for the extreme dynamicity that will arise due to end users participating in structuring and managing the content of the intranet

Page 27: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Content Management Best Practices

• Plan for Self Service Driven Content― It is very important to provide users with a set of self service based content authoring, publishing and

viewing tools that will allow them to easily capture and share information as it occurs to them during their course of everyday work

― The tools that you provide should be capable of storing the information in a meaningful manner in a centralized location within the intranet

• Support for Taxonomy + Folksonomies― Taxonomies deliver structured and formal categorization of information which can allow for the formal

management of information and content on the intranet

― These taxonomy structures should be extended by folksonomies by allowing the users to tag information and content artifacts – content, documents, and rich media, so that they can personalize the information in the way they perceive the content artifacts

• Contextual Content Bubble up― With intranets 2010, you should account for content to be contextually bubbled up based on the users

role and context of the work that is being carried out by the user.

― This can be done by integrating features like popularity counters, download counters, hit counters and rating among others on content as well as the taxonomy structures to provide the contextual bubble up features based on role filters

Page 28: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Social Networking Best Practices

• Carry out a Clear Analysis of the End User Profiles― Since intranet 2010 will be built to deliver features, functions, tools and information centered around the

user, it is very important to carry out and get a detailed understanding of the end user profiles and the possible collaboration and enterprise social behavior of the users

• Extend the Profile with Meaningful Attributes ― The profile attributes of the end user should go beyond first name, last name and hobbies. It should

include meaningful attributes like skills, expertise, work interests among others that will help in capturing the work related information about the users

― The user profile should also be extended with attributes that will allow for the user to connect to other users with similar interests, expertise and knowledge requirements among others

• Allow for “Rating” the User Profile― This is a very important aspect for identifying skills and talent within the organization

― The rating should be based on the overall contribution and participation in and around everyday functions like knowledge management, issue resolutions, thought leadership contributions among others and should be user driven

• Integrate Social Profiles with HR functions― It is not enough if you build and deliver a robust profile dashboard to the end users. The advantage of the

social profile can be realized by integrating the profile attributes to HR functions making it possible for identification, growth and retention of talent within the organization

Page 29: SharePoint Intranet Trends & Best Practices: 2010 and beyond

User Experience Best Practices

• Keep it Simple and Straight Forward― The user experience of Intranets 2010 should be designed by utilizing the Best practices of internet, Web

2.0 and social collaboration in mind.

― These best practices drive towards delivering a simple yet powerful user experience by focusing the user on the highly prioritized / interesting topics and work related items improving the efficiency and productivity of the users.

• Use the best of Technologies to build the User Experience― Technologies like AJAX, Silver light, Adobe Flash & AIR should be utilized when developing the user

experiences within applications for information delivery, search and others.

― These technologies provide quick access in a delightful manner to the end users without having the users go through a lot of page refreshes and navigation mechanisms

• Try to Replicate the User Experience of the Internet― The internet is by far the most popular platform for collaboration, information and knowledge sharing.

― Try to replicate the user experience provided by popular platforms like Twitter, Facebook, LinkedIn among others to provide the user a sense of belonging to the applications and features that has been implemented on the intranet

Page 30: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Governance Best Practices

• Build upon Existing Governance and Compliance Procedures― The existing governance and compliance procedures have been successful in governing a formal

collaborative environment

― The governance for the informal collaborative environment should be extended on top of the existing governance procedures and methods to seamlessly integrate and manage a Enterprise wide social and open collaboration within the organization

• “Blocking” is not the Answer― Most organizations resort to blocking of internet / social networking sites as an answer for governing the

Enterprise environment – For a socially collaborative Intranet 2010 environment it is not a best practice to block the sites, but to integrate these sites as part of the governance structures within the organization

• Only Procedures Will Not Do― Developing a comprehensive set of procedures, especially for a socially collaborative environment will

not ease the process, but massively add to it.

― Governance should go beyond just development and publishing of procedures and should include self service based tools that are pervasive in nature, integrated within the work environment of the organization paving way to a self growing, self governed Intranet 2010 environment

Page 31: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Ag

en

da

Formal InfrastructureFormal Infrastructure

Enterprise

Intranet

Enterprise

Intranet

Document

Management

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Informal InfrastructureInformal Infrastructure

Company

Blogs

Enterprise

Wiki

Community

GovernanceSecurity

Users

Collaboration

Top Down approach

Command & Control

Within Organizational Boundaries

Formally Governed

Does not integrate with the

users everyday work

? Lack of integrated strategy to harness

informal interactions making organizations

lose the competitive edge in the long term

Focus on Optimization of Formal Processes

Limited User Contribution

Knowledge is not pervasively captured and utilized

Tagging &

Bookmarking

Enterprise Blogs

Know

ledge

Learning

Expertise

Connections

Skills &

Talent

Par

ticipation

Visibility

Work

Social

Network

Micro Blogging

Profile

Dashboards

RSS Feeds

Commenting

Rich Media

Knowledge

WikisRating

People &

Content Search

Ad-Hoc

Workspaces

Formal InfrastructureFormal Infrastructure

Content

Management

Workflows

Business

ApplicationsBusiness

Intelligence

Business Data

Integrations

Collaboration

Document

Management

Information

Support

Informal

+

Formal

Information

Architecture

INTRANET

2010 BEST

PRACTICES

Content

Mangement

Social

Networking

Collaboration

User

Experience

Governance

Microsoft

SharePoint

Sites

Communities

Content

Search

Insights

Composites

SitesSites and Portal infrastructure allows your organization to utilize SharePoint 2010 as a single platform for implementing enterprise collaboration intranets, customer, partner and vendor extranets and corporate websites

CommunitiesSharePoint 2010 tightly integrates with Communities and Social Networking Capabilities. You can now easily build Enterprise communities and social networks allowing users to collaborate, share information and manage expertise in seamless manner

Enterprise Content ManagementSharePoint 2010 provides a complete set of ECM features including web content management, document management, records management, metadata & Taxonomy management among others with compliance and self service every step of the way.

CompositesThe Composites feature of SharePoint allows you to dynamically create and manage no-code collaboration applications directly using the SharePoint interface or SharePoint Designer 2010 in a self service and controlled manner

InsightsSharePoint 2010 integrates with performance point services making it possible to aggregate and provide intelligence through KPIs, score cards, reporting dashboards on information spread across disparate systems in a self service and centralized fashion

SearchSharePoint 2010 provides robust search features and web parts that can be used to find information, documents, people, expertise and knowledge spread across your enterprise portals as well as backend systems and file stores

Phase 1 Phase 2 Phase 3

Setup of Enterprise Collaboration Components and Sites and Taxonomy

Structures

Implementation of Business Workflows

Implementation of Centralized Reporting and Business Intelligence Functionalities and

Dashboards

Page 32: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Roadmap for Getting Started

User

Profiling

Implementing the

Informal

Integrating the

Formal with the

Informal

Monitoring and

Analysis

Applications

Understanding the User· User profile analysis to be

done to get a detailed understanding of the user

· Analysis of the enterprise social behavior of the user

· Mapping out the extended user attributes

· Developing a set of tools based on the profiles

· Developing Prototypes and UAT

· Planning for Governance

Implementation of Informal Environment· Design and development of the tools,

applications and features of the informal environment like

· Blogs, Communities, Wikis, MicroBlogging, Tagging and Taxonomy structures, Learning and knowledge enablement applications, Search, Rich media galleries, tagging, rating, surveys, polls among others

· Implementing Governance Tools

Integrating with Formal Functions· Designing and developing

applications that are capable of utilizing the informal interactions, knowledge and collaboration for optimization of formal processes

· Integrating individual profile rating, expertise, skill, and talent information among others into the HR functions of the organization

Reporting, Statistics and Analysis· Design and development of

reporting, usage tracking type of applications for continuous monitoring of the growth and governance of the intranet platform

Page 33: SharePoint Intranet Trends & Best Practices: 2010 and beyond

How can we Help?

Intranet Workshops We conduct Intranet workshops that will be focused on developing the vision, strategy and detailed

roadmap for implementing the next generation of intranets for your organization Our workshops are collaborative and involve engaging the key stakeholders in various informative sessions

on intranets, gathering your specific requirements and recommending best of breed features for your organizational intranet through industry specific intranet research

Design, Strategy & Developing Prototypes We also provide design, strategy and prototype development for customers who would like to get a clear

understanding of how the next generation of intranets can benefit their organization and also for management buy ins for implementing the next generation of intranets

Analysis and Upgrade from Intranet 1.0 to Intranet 2.0 If you already have an intranet 1.0 implementation and would like to graduate to the next generation of

intranets, we can help you by conducting an assessment of the current implementation, exploring the opportunities for realizing the benefits of social networking and open collaboration and providing you with a detailed recommendations on moving forward including the roadmap for implementation

Page 34: SharePoint Intranet Trends & Best Practices: 2010 and beyond

Thank You

Optimus BT2550 Northwinds Parkway, Suite 140

Alpharetta GA 30009, USA

Phone: (770) 569 1240

Fax: (770) 569 1242