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Enabling Social Media
                              through Metadata

                                     Christian Buckley

                                         cbuck@axceler.com
                                          @buckleyPLANET


                                                                               Taxonomy Bootcamp
                                                                                   October 31, 2011

Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
My Background

                        Christian Buckley, Director of Product Evangelism at Axceler

                        •   Most recently at Microsoft
                               •   Microsoft Managed Services (now Office365-Dedicated)
                               •   Advertising Operations, ad platform API program
                        •   Prior to Microsoft, was a senior consultant, working in the software, supply
                            chain, and grid technology spaces focusing on collaboration
                        •   Co-founded and sold a collaboration software company to Rational
                            Software. Also co-authored 3 books on software configuration management
                            and defect tracking for Rational and IBM
                        •   At another startup (E2open), helped design, build, and deploy a
                            SharePoint-like collaboration platform (Collaboration Manager), managing
                            deployment teams to onboard numerous high-tech manufacturing
                            companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco
                        •   I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing
                            Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012)
Email               Cell               Twitter           Blog
cbuck@axceler.com   425.246.2823       @buckleyplanet    http://buckleyplanet.com
Axceler Overview
        Improving Collaboration for 16+ Years
                    Mission: To enable enterprises to simplify, optimize, and
                    secure their collaborative platforms
                    Delivered award-winning administration and migration
                    software since 1994
                    Over 2,000 global customers

        Dramatically improve the management
        of SharePoint
                    Innovative products that improve security, scalability,
                    reliability, “deployability”
                    Making IT more effective and efficient and lower the total
                    cost of ownership

        Focus on solving specific SharePoint problems
        (Administration & Migration)
                    Coach enterprises on SharePoint best practices
                    Give administrators the most innovative tools available
                    Anticipate customers’ needs
                    Deliver best of breed offerings
                    Stay in lock step with SharePoint development and market trends

Email                     Cell              Twitter           Blog
cbuck@axceler.com         425.246.2823      @buckleyplanet    http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Scenario



Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
100% recyclable
                                                         Bio-degradable
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                                               Cell
                                                      Dolphin-free
                                                              Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Utilize solar and wind




Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
and methane




Email               Email Cell               Twitter
                                               Cell           Twitter
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cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
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cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
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cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Content


           •   Your Social Media Strategy
           •   Definitions
           •   Social media inside SharePoint
           •   Why metadata is important
           •   Common problems and best practices
           •   Emerging enterprise technologies
           •   Planning strategies


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
What are we talking about?



Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
What are we talking about?




Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
The CIO Perspective
            1.      Security
            2.      Intellectual Property / Competition
            3.      Compliance
            4.      Productivity
            5.      Support Issues
            6.      Cost
            7.      Lack of Visibility / Transparency
            8.      Bandwidth
            9.      Fad
            10.     Ignorance / Apathy
                    http://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10-
                    reasons-your-cio-blocks-social-media.html

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cbuck@axceler.com        425.246.2823       @buckleyplanet      http://buckleyplanet.com
The VP of Marketing Perspective

             1.     A globally connected team
             2.     Online and offline access to all content
             3.     Dynamic discovery of people, content and ideas in
                    context to my project, my status, my relationships
             4.     Content and concept reuse
             5.     Integration
             6.     Pretty colors
             7.     Psychic interface




Email                 Cell           Twitter          Blog
cbuck@axceler.com     425.246.2823   @buckleyplanet   http://buckleyplanet.com
Why is metadata important
             to social media in
             SharePoint?


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cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
I Can’t Find Anything…




Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Why SharePoint Needs Social


               The islands of information have been moved to
               SharePoint. NOW WHAT???
               You can’t find anything
               You can’t tell who owns what
               You can’t tell what’s new, what’s old,
               or what has changed
               It’s all disconnected

Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Definitions


      “Social media is media designed to be disseminated through social
      interaction, created using highly accessible and scalable publishing
      techniques. Social media uses Internet and web-based technologies to
      transform broadcast media monologues (one-to-many) into social
      media dialogues (many-to-many).

      It supports the democratization of knowledge and information,
      transforming people from content consumers into content producers.”
        Wikipedia.org



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cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Definitions


   In Biology, taxonomy is the science dealing with the description,
   identification, naming, and classification of organisms. “however, the
   term is now applied in a wider, more general sense and now may refer to
   a classification of things, as well as to the principles underlying such a
   classification.”

   “Metadata provides context for data. Metadata is used to facilitate the
   understanding, characteristics, and management usage of data.
   The metadata required for effective data management varies with the
   type of data and context of use.”
    Wikipedia.org
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Definitions


                                                    End Users

                                                     Search
                      Governance




                                               Social Media


                                   Taxonomy                           Ad Hoc

                                                    Metadata
Email               Cell           Twitter             Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet      http://buckleyplanet.com
Microsoft example
                                                       (represents a small sample size)
 Users




                                                                                              My Site

         Corporate                       Departments                                  Teams
Email                Cell              Empowerment
                                    Twitter  Blog
cbuck@axceler.com    425.246.2823   @buckleyplanet     http://buckleyplanet.com
Microsoft SharePoint 2010
                                                                                  Ribbon UI
                                                                                  SharePoint Workspace
                                                                                  SharePoint Mobile
 Business Connectivity Services                                                   Office Client and Office Web App Integration
 InfoPath Form Services                                                           Standards Support
 External Lists
 Workflow
 SharePoint Designer
 Visual Studio
                                                                                                  Tagging, Tag Cloud, Ratings
 API Enhancements
                                                                                                  Social Bookmarking
 REST/ATOM/RSS
                                                                                                  Blogs and Wikis
                                                                                                  My Sites
                                                                                                  Activity Feeds
                                                                                                  Profiles and Expertise
     PerformancePoint Services                                                                    Org Browser
     Excel Services
     Chart Web Part
     Visio Services
     Web Analytics
     SQL Server Integration
                                                                                            Enterprise Content Types
     PowerPivot
                                                                                            Metadata and Navigation
                                                                                            Document Sets
                                 Social Relevance                                           Multi-stage Disposition
                                 Phonetic Search                                            Audio and Video Content Types
                                 Navigation                                                 Remote Blob Storage
                                 FAST Integration                                           List Enhancements
                                 Enhanced Pipeline
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Metadata 101



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cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Common Migraines

      •   Ad-hoc content migration leads to junk in portal
      •   Legacy content gets migrated slowly, if at all
      •   Inconsistent taxonomy across farms and site collections
      •   People author locally - multiplies problems globally
      •   Authors don’t apply metadata= “shotgun” approach to search OR
          Authors apply metadata without common classification = better search,
          but worse authoring experience
      •   Portal lacks high fidelity search
      •   User can’t find the right content
      •   As a result, poor portal adoption and low user satisfaction

Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
It’s the metadata, stupid

                    •   Metadata is the key to making social media
                        work inside the enterprise

                    •   Most social media brands are built for the
                        individual (and ad revenue)

                    •   Metadata makes social media visible,
                        searchable, linkable, relevant

                    •   Metadata is the building block of social
                        media within SharePoint
Email                   Cell           Twitter          Blog
cbuck@axceler.com       425.246.2823   @buckleyplanet   http://buckleyplanet.com
Managing Metadata

   CENTRALIZED                                               DECENTRALIZED
          Site architecture is centrally controlled                  Site architecture is ad-hoc
          Metadata is always applied to content                      Metadata may not be applied to content
          Site Columns and Content Types are created at              Columns are created on lists
          site collection root                                       Columns are combined in an ad-hoc basis on each
          Lists get “bundles” of columns                             list

    PROS                                                     PROS
          Improves consistency                                       Requires no planning
          Reduces metadata duplication                               Requires little upfront effort
          Easy to update                                             Works across site collections and portals
          Easy to support and train on
          Allows document-level DIP, Workflow, Information
                                                             CONS
          Policies, and document templates                           Decreases consistency
                                                                     Increases metadata duplication
    CONS                                                             Hard to update
          Requires planning                                          Hard to support and train on
          Requires upfront work                                      Only allows list-level Workflow, Information Policies
          Hard to manage across site collections and                 and document templates
          portals                                                    Difficult to reverse
Email                   Cell               Twitter           Blog
cbuck@axceler.com       425.246.2823       @buckleyplanet    http://buckleyplanet.com
Planning your social
             media strategy


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Emerging Enterprise Technologies

           1.       Community management tools
           2.       Open identity
           3.       Microblogging
           4.       Social CRM
           5.       Enterprise applications gaining a social layer
           6.       Activity streams
           7.       Social search, analytics, and filtering
           8.       Enterprise social media workflow
           9.       Automated compliance monitoring
           10.      Next-generation unified communications
           Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch”
           http://blogs.zdnet.com/Hinchcliffe/?p=1224
Email                   Cell           Twitter           Blog
cbuck@axceler.com       425.246.2823   @buckleyplanet    http://buckleyplanet.com
Social Media in SharePoint
            2007                                     2010
            Blogs                                    Managed Metadata Service
            Wikis                                    Advanced routing (based on metadata)
            My Sites                                 User profiles (My Sites)
            Team Sites                               Status updates/activity feeds
            Discussion forums                        Knowledge mining
            Shared calendars                         Bookmarks (replaces My Links)
            Alerts                                   Feedback/rating
            RSS                                      Note board (Wall)
            Search                                   Podcasting kit
            Tag clouds                               Social tagging
            Mobile accessible                        Expertise tagging
            Presence awareness                       Wikis (including wiki edits of Team Sites)
            Email archiving                          Share & Track tab
                                                     Individual and team blogs
Email                Cell           Twitter          People and social search
                                                          Blog
cbuck@axceler.com    425.246.2823   @buckleyplanet       http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Email               Email Cell               Twitter
                                               Cell           Twitter
                                                               Blog              Blog
cbuck@axceler.com   cbuck@echotechnology.com @buckleyplanet
                          425.246.2823         425.246.2823   @buckleyplanet http://buckleyplanet.net
                                                               http://buckleyplanet.com
Demo


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cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Managed Metadata Service


       •   Term Store, Managed Terms, Managed Keywords

       •   Provides a service that can be consumed across site
           collections and farms

       •   Manages keywords and content types

       •   Still requires management, governance

Email                 Cell           Twitter          Blog
cbuck@axceler.com     425.246.2823   @buckleyplanet   http://buckleyplanet.com
Understand Your Requirements


       •   Be familiar with the security and IP “thresholds”

       •   Be clear on the goal (and the business utility)
           of the project

       •   Understand the implications (economic, technical,
           and social) of integrating social media

       •   Think about the user experience
Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
Pain Relief

       •   Have a plan
       •   Understand the policy and compliance concerns
       •   Be aware of how your metadata, content types, and social
           media components are to be managed
       •   Create a governance site
       •   Centralize your taxonomy
                   SharePoint Metadata Best Practices
                   Enlist your portal users
                   Enlist your content authors
                   Migrate your content
       •   Leverage your metadata
Email                    Cell           Twitter          Blog
cbuck@axceler.com        425.246.2823   @buckleyplanet   http://buckleyplanet.com
Learn and Evolve


          • Nothing is set in stone
          • Portals evolve – and so will the taxonomy
          • Update your taxonomy and propagate changes
          • Get feedback from your business units and content
            authors
          • Use search metrics, discussion threads, and polls for
            end user feedback
          • Constantly refresh your governance site


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
What is your social
             media strategy?


Email               Cell           Twitter          Blog
cbuck@axceler.com   425.246.2823   @buckleyplanet   http://buckleyplanet.com
For more information


          Contact me at
               Christian Buckley, cbuck@axceler.com, 425-246-2823
               On Twitter at @buckleyplanet
               www.buckleyPLANET.com

          Additional Resources available
               White papers
                    The Insider’s Guide to Upgrading to SharePoint 2010
                    What to Look for in a SharePoint Management Tool
                    The Five Secrets to Controlling Your
                    SharePoint Environment


Email                   Cell           Twitter          Blog
cbuck@axceler.com       425.246.2823   @buckleyplanet   http://buckleyplanet.com

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Enabling Social Media through Metadata -- Taxonomy Bootcamp

  • 1. Enabling Social Media through Metadata Christian Buckley [email protected] @buckleyPLANET Taxonomy Bootcamp October 31, 2011 Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 2. My Background Christian Buckley, Director of Product Evangelism at Axceler • Most recently at Microsoft • Microsoft Managed Services (now Office365-Dedicated) • Advertising Operations, ad platform API program • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. Also co-authored 3 books on software configuration management and defect tracking for Rational and IBM • At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), managing deployment teams to onboard numerous high-tech manufacturing companies, including Hitachi, Matsushita, Seagate, Nortel, Sony, and Cisco • I live in a small town just east of Seattle, 4 kids. Co-authoring ‘Implementing Microsoft SharePoint 2010 Real-World Projects’ (MSPress, Feb2012) Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 3. Axceler Overview Improving Collaboration for 16+ Years Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 4. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 5. Scenario Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 6. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 7. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 8. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 9. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 10. 100% recyclable Bio-degradable Email Email Cell Twitter Cell Dolphin-free Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 11. Utilize solar and wind Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 12. and methane Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 13. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 14. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 15. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 16. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 17. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 18. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 19. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 20. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 21. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 22. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 23. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 24. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 25. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 26. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 27. Content • Your Social Media Strategy • Definitions • Social media inside SharePoint • Why metadata is important • Common problems and best practices • Emerging enterprise technologies • Planning strategies Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 28. What are we talking about? Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 29. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 30. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 31. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 32. What are we talking about? Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 33. The CIO Perspective 1. Security 2. Intellectual Property / Competition 3. Compliance 4. Productivity 5. Support Issues 6. Cost 7. Lack of Visibility / Transparency 8. Bandwidth 9. Fad 10. Ignorance / Apathy http://buckleyplanet.typepad.com/samaritanweb/2010/01/top-10- reasons-your-cio-blocks-social-media.html Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 34. The VP of Marketing Perspective 1. A globally connected team 2. Online and offline access to all content 3. Dynamic discovery of people, content and ideas in context to my project, my status, my relationships 4. Content and concept reuse 5. Integration 6. Pretty colors 7. Psychic interface Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 35. Why is metadata important to social media in SharePoint? Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 36. I Can’t Find Anything… Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 37. Why SharePoint Needs Social The islands of information have been moved to SharePoint. NOW WHAT??? You can’t find anything You can’t tell who owns what You can’t tell what’s new, what’s old, or what has changed It’s all disconnected Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 38. Definitions “Social media is media designed to be disseminated through social interaction, created using highly accessible and scalable publishing techniques. Social media uses Internet and web-based technologies to transform broadcast media monologues (one-to-many) into social media dialogues (many-to-many). It supports the democratization of knowledge and information, transforming people from content consumers into content producers.” Wikipedia.org Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 39. Definitions In Biology, taxonomy is the science dealing with the description, identification, naming, and classification of organisms. “however, the term is now applied in a wider, more general sense and now may refer to a classification of things, as well as to the principles underlying such a classification.” “Metadata provides context for data. Metadata is used to facilitate the understanding, characteristics, and management usage of data. The metadata required for effective data management varies with the type of data and context of use.” Wikipedia.org Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 40. Definitions End Users Search Governance Social Media Taxonomy Ad Hoc Metadata Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 41. Microsoft example (represents a small sample size) Users My Site Corporate Departments Teams Email Cell Empowerment Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 42. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Business Connectivity Services Office Client and Office Web App Integration InfoPath Form Services Standards Support External Lists Workflow SharePoint Designer Visual Studio Tagging, Tag Cloud, Ratings API Enhancements Social Bookmarking REST/ATOM/RSS Blogs and Wikis My Sites Activity Feeds Profiles and Expertise PerformancePoint Services Org Browser Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration Enterprise Content Types PowerPivot Metadata and Navigation Document Sets Social Relevance Multi-stage Disposition Phonetic Search Audio and Video Content Types Navigation Remote Blob Storage FAST Integration List Enhancements Enhanced Pipeline Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 43. Metadata 101 Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 44. Common Migraines • Ad-hoc content migration leads to junk in portal • Legacy content gets migrated slowly, if at all • Inconsistent taxonomy across farms and site collections • People author locally - multiplies problems globally • Authors don’t apply metadata= “shotgun” approach to search OR Authors apply metadata without common classification = better search, but worse authoring experience • Portal lacks high fidelity search • User can’t find the right content • As a result, poor portal adoption and low user satisfaction Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 45. It’s the metadata, stupid • Metadata is the key to making social media work inside the enterprise • Most social media brands are built for the individual (and ad revenue) • Metadata makes social media visible, searchable, linkable, relevant • Metadata is the building block of social media within SharePoint Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 46. Managing Metadata CENTRALIZED DECENTRALIZED Site architecture is centrally controlled Site architecture is ad-hoc Metadata is always applied to content Metadata may not be applied to content Site Columns and Content Types are created at Columns are created on lists site collection root Columns are combined in an ad-hoc basis on each Lists get “bundles” of columns list PROS PROS Improves consistency Requires no planning Reduces metadata duplication Requires little upfront effort Easy to update Works across site collections and portals Easy to support and train on Allows document-level DIP, Workflow, Information CONS Policies, and document templates Decreases consistency Increases metadata duplication CONS Hard to update Requires planning Hard to support and train on Requires upfront work Only allows list-level Workflow, Information Policies Hard to manage across site collections and and document templates portals Difficult to reverse Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 47. Planning your social media strategy Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 48. Emerging Enterprise Technologies 1. Community management tools 2. Open identity 3. Microblogging 4. Social CRM 5. Enterprise applications gaining a social layer 6. Activity streams 7. Social search, analytics, and filtering 8. Enterprise social media workflow 9. Automated compliance monitoring 10. Next-generation unified communications Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch” http://blogs.zdnet.com/Hinchcliffe/?p=1224 Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 49. Social Media in SharePoint 2007 2010 Blogs Managed Metadata Service Wikis Advanced routing (based on metadata) My Sites User profiles (My Sites) Team Sites Status updates/activity feeds Discussion forums Knowledge mining Shared calendars Bookmarks (replaces My Links) Alerts Feedback/rating RSS Note board (Wall) Search Podcasting kit Tag clouds Social tagging Mobile accessible Expertise tagging Presence awareness Wikis (including wiki edits of Team Sites) Email archiving Share & Track tab Individual and team blogs Email Cell Twitter People and social search Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 50. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 51. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 52. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 53. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 54. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 55. Email Email Cell Twitter Cell Twitter Blog Blog [email protected] [email protected] @buckleyplanet 425.246.2823 425.246.2823 @buckleyplanet http://buckleyplanet.net http://buckleyplanet.com
  • 56. Demo Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 57. Managed Metadata Service • Term Store, Managed Terms, Managed Keywords • Provides a service that can be consumed across site collections and farms • Manages keywords and content types • Still requires management, governance Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 58. Understand Your Requirements • Be familiar with the security and IP “thresholds” • Be clear on the goal (and the business utility) of the project • Understand the implications (economic, technical, and social) of integrating social media • Think about the user experience Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 59. Pain Relief • Have a plan • Understand the policy and compliance concerns • Be aware of how your metadata, content types, and social media components are to be managed • Create a governance site • Centralize your taxonomy  SharePoint Metadata Best Practices  Enlist your portal users  Enlist your content authors  Migrate your content • Leverage your metadata Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 60. Learn and Evolve • Nothing is set in stone • Portals evolve – and so will the taxonomy • Update your taxonomy and propagate changes • Get feedback from your business units and content authors • Use search metrics, discussion threads, and polls for end user feedback • Constantly refresh your governance site Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 61. What is your social media strategy? Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com
  • 62. For more information Contact me at Christian Buckley, [email protected], 425-246-2823 On Twitter at @buckleyplanet www.buckleyPLANET.com Additional Resources available White papers The Insider’s Guide to Upgrading to SharePoint 2010 What to Look for in a SharePoint Management Tool The Five Secrets to Controlling Your SharePoint Environment Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.com

Editor's Notes

  • #28: The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one