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Building End User Productivity into your SharePoint Planning #BASPUG
Christian Buckley, Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint Server
• Most recently at Microsoft, part of the Microsoft Managed Services
  team (now Office365-Dedicated) and then Advertising Operations
• 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. At another startup (E2open), helped design, build, and
  deploy a SharePoint-like collaboration platform (Collaboration
  Manager), onboarding numerous high-tech manufacturing
  companies, including Hitachi, Matsushita (Panasonic), and Seagate
• Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing
  Real-World Projects’ link (MS Press, March 2012) and 3 books on
  software configuration management.

•   Twitter: @buckleyplanet   Blog: buckleyplanet.com   Email: cbuck@axceler.com
Just released from Microsoft Press
Order your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with proven
SharePoint solutions
•   Set up a help desk solution to track service requests
•   Build a modest project management system
•   Design a scheduling system to manage resources
•   Create a site to support geographically dispersed teams
•   Implement a course registration system
•   Build a learning center with training classes and
    resources
•   Design a team blog platform to review content
•   Create a process to coordinate RFP responses
•   Set up a FAQ system to help users find answers quickly
•   Implement a cost-effective contact management system
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Improving Collaboration since 2007
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
            Delivered award-winning administration and migration
            software since 1994, for SharePoint since 2007
            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
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
We all want our end users to
be productive,

but few of us are tracking and
measuring productivity
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
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
Building End User Productivity into your SharePoint Planning #BASPUG
What are you doing to make
your end users productive?
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
End Users


                         Search
Governance




                    Social Media



             Taxonomy               Ad Hoc


                        Metadata
Building End User Productivity into your SharePoint Planning #BASPUG
Why taxonomy is important
(a very realistic scenario. really)
• End user-generated
• Personally applied


                       social
your own vocabulary

        your intimate knowledge


 correlate discovered content
Taxonomy      Folksonomy
 • Paper       • Paper
 • Airplane    • Flight
 • White       • Airplane
 • Toy         • Design
               • White
               • Toy
               • Origami
               • Technique
               • Distance
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG

Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Vijai Anand, Customize SharePoint List Forms using InfoPath 2010, http://bit.ly/RwR1ky
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
• Creates a 'Drop Off Library.' This is your document's
  point of entry. Once a document is placed in this Drop
  Off Library, the document will be checked against your
  rule and routed to its final destination
• In order to route the
  document, you’ll need to
  create your rule.

• Give your rule a
  name, select the content
  type that the rule will apply
  to, select the
  destination, and set the
  conditions – such as
  routing a document based
  on a value in a
  field, selecting the column
  from the dropdown
  provided and enter in the
  criteria.
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Building End User Productivity into your SharePoint Planning #BASPUG
Get the most out of OOTB
Christian Buckley
cbuck@axceler.com
+1 425-246-2823
@buckleyPLANET
www.buckleyPLANET.com
and http://info.axceler.com

                                                        Order your copy at http://oreil.ly/qC4loT



                     Additional Resources
                        On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F
                        Enabling Social Media through Metadata http://slidesha.re/gdjoaz
                        Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ
                        The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN
                        5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN
                        Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/

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Building End User Productivity into your SharePoint Planning #BASPUG

  • 2. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations • 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. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate • Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management. • Twitter: @buckleyplanet Blog: buckleyplanet.com Email: [email protected]
  • 3. Just released from Microsoft Press Order your copy at http://oreil.ly/qC4loT Tackle 10 common business problems with proven SharePoint solutions • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 6. Improving Collaboration since 2007 Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 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
  • 13. We all want our end users to be productive, but few of us are tracking and measuring productivity
  • 14. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 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
  • 20. What are you doing to make your end users productive?
  • 26. End Users Search Governance Social Media Taxonomy Ad Hoc Metadata
  • 28. Why taxonomy is important (a very realistic scenario. really)
  • 29. • End user-generated • Personally applied social
  • 30. your own vocabulary your intimate knowledge correlate discovered content
  • 31. Taxonomy Folksonomy • Paper • Paper • Airplane • Flight • White • Airplane • Toy • Design • White • Toy • Origami • Technique • Distance
  • 35.
  • 40. Vijai Anand, Customize SharePoint List Forms using InfoPath 2010, http://bit.ly/RwR1ky
  • 43. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 44. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 49. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 50. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 51. Email Cell Twitter Blog [email protected] 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 55. • Creates a 'Drop Off Library.' This is your document's point of entry. Once a document is placed in this Drop Off Library, the document will be checked against your rule and routed to its final destination
  • 56. • In order to route the document, you’ll need to create your rule. • Give your rule a name, select the content type that the rule will apply to, select the destination, and set the conditions – such as routing a document based on a value in a field, selecting the column from the dropdown provided and enter in the criteria.
  • 66. Get the most out of OOTB
  • 67. Christian Buckley [email protected] +1 425-246-2823 @buckleyPLANET www.buckleyPLANET.com and http://info.axceler.com Order your copy at http://oreil.ly/qC4loT Additional Resources On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F Enabling Social Media through Metadata http://slidesha.re/gdjoaz Managed Metadata in SharePoint 2010, Scott Singleton http://slidesha.re/hNPeAQ The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN 5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/

Editor's Notes

  • #37: CB lead, MG colorHelpful tools: compliance control checklists, document/forms-based workflows, alerts to prompt owners/users for action.
  • #40: CB lead, MG colorHelpful tools: compliance control checklists, document/forms-based workflows, alerts to prompt owners/users for action.
  • #66: CB: Once you understand biz value and scope, you next need to understand how to manage what you have (governance) to maximize performance and value.