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Monitoring and Measuring
SharePoint to Guarantee Your ROI
Christian Buckley, Beezy
Christian Buckley
Chief Marketing Officer
www.buckleyplanet.com
@buckleyplanet
cbuck@beezy.net
ITUnity.com/go/CollabTalk
Beezy is the premier enterprise collaboration solution for Microsoft
Office 365 and SharePoint, extending the feature set and improving the
user experience for on-premises, cloud, and hybrid deployments. We are
on a mission to transform the way people work, and to help employees
be more connected, innovative, and happy.
Learn more at www.beezy.net or @FollowBeezy on Twitter.
 How many are actively monitoring and measuring usage analytics
of SharePoint and/or Office 365 today?
 How many here are using the telemetry capability available from
Microsoft to improve your own platform and systems?
 How many think you have a good idea of the ROI of your existing
tools and systems, including SharePoint and/or Office 365?
What are we talking about today?
Usage analytics
Telemetry
Return on investment
Why measure?
You cannot manage
by metrics alone
Measuring ROI is broad
 What are you measuring?
 What then needs to be monitored?
 You can look at usage metrics, but is that truly the right
measurement of your ROI?
SharePoint 2013 and
Office 365 Analytics
Out-of-the-box Metrics
 Reports are generated in Excel
Benefits of tracking usage
 Prove out basic adoption of new sites
 Help identify shortfalls in the design
 Indicate how searches are being used
 Whether search is effective, where it should be optimized
 Track basic historical patterns in usage, such as the number of
views and unique users
 Simple usage trends, determine times of high and low activity
OOTB Usage Reports
Report Type Description
Usage
This report shows historical usage information about the site collection, such as the number of views
and unique users. Use this report to identify usage trends and to determine times of high and low
activity.
Number of Queries
This report shows the number of search queries performed. Use this report to identify search query
volume trends and to determine times of high and low search activity.
OOTB Search Reports
Report Type Description
Top Queries by Day Use this report to understand what types of information visitors are seeking per day.
Top Queries by Month Same as above, but by month.
Abandoned Queries by Day
Popular search queries that received low click-through per day. Use it to identify search queries that
might create user dissatisfaction and to improve the discoverability of content. Then, consider using
query rules to improve the query’s results.
Abandoned Queries by
Month
Same as above, but by month.
No Result Queries by Day
Popular search queries that returned no results. Use to identify search queries that might create user
dissatisfaction and to improve the discoverability of content using query rules to improve results.
No Result Queries by
Month
Same as above, but by month.
Query Rule Usage by Day
Shows how often query rules fire, how many dictionary terms they use, and how often users click their
promoted results. Use it to see how useful your query rules and promoted results are to users per day.
Query Rule Usage by
Month
Same as above, but by month.
Advantages of OOTB
 Analytics engine finds relevant information based on clicks, views, etc.
 Indicators and usage data based on number of views and unique visitors
 Better visibility over your content consumption – what is being viewed and
where within your environment
 Engine extensible for 3rd party partners, with many partners providing
some additional value add to OOTB
Other options: Google Analytics
 Add the Google Analytics
code snippet without
modifying the underlying
master pages or any other file
delivered from Microsoft.
Other options: WebTrends
 Where Google is free, WebTrends
can be a bit pricey – but it is one
of the most comprehensive
toolsets out there.
Demo
Current O365 Analytics
New Office 365 reporting dashboards
 With both the in-product
Office 365 usage reports
and the Office 365 content
pack for Power BI, you will
have more tools at your
disposal to monitor how
your users are using the
service and how you can
maximize the ROI.
New Office 365 reporting dashboards
The Office 365 content
pack (in preview)
enables you to use the
powerful reporting and
analytics capabilities of
Power BI to analyze and
create interactive
dashboards.
http://bit.ly/1NGR78P
What is Telemetry?
Telemetry+analytics
 Office Telemetry is a compatibility monitoring framework
 Replaces the Office 2010 compatibility tools Office Migration
Planning Manager (OMPM), Office Code Compatibility Inspector
(OCCI), and Office Environment Assessment Tool (OEAT)
 Simply put, monitors and tracks exceptions within your platform
 Pushes exception data to an log in real-time
 Accurate data around what people are doing, steps they take to
complete work activities
Monitoring and Measuring SharePoint to Guarantee Your ROI
How Microsoft uses telemetry and
analytics to improve the platform
 When a document or solution is loaded, used, closed, or raises an error,
the application adds a record about the event to a local data store.
 Each record includes a description of the problem and a link to more
information.
 Inventory and usage data is tracked.
 Data analysts review results, help the product team identify impact of
problems founds, value of options to resolve
 The product team is better able to assess where to invest time and
resources based on actual customer activity
What is Office Telemetry Dashboard?
 Excel-based solution designed for IT Pros to view metrics
‒ How frequently end users open specific Office documents
‒ Issues that end users experience
‒ Detailed information about their deployments, hardware, and
documents
 Aggregated telemetry data is collected from end user PCs
Monitoring and Measuring SharePoint to Guarantee Your ROI
How can I apply this?
 Step 1-Collect data: Start with collecting
actual document and solution usage and
metadata from end users.
 Step 2-Analyze data: Identify the business-
critical documents and add-ins that need to
be ready on the first day of your deployment.
 Step 3-Start a pilot deployment, focusing on
the most critical solutions: Focus on testing
documents and add-ins that are necessary to
run the business. Proactively monitor how
the business-critical documents and add-ins
are behaving when they are tested. Quickly
figure out resolutions to issues.
 Step 4-Deploy and continue monitoring your
solutions: Deploy the new solutions, and look
for cases of errors or poor performance to be
addressed.
Why you might extend your own
telemetry and analytics capabilities
 Focus your innovation on where you’ll drive the most benefit
 REALITY: It’s really powerful, but difficult
 Pilot first, rinse, repeat
 Focus on very specific metrics, expand from there
 Focus on a key workload – like reducing product delivery time
‒ Map out the key business activities
‒ Identify measurable activities
‒ Create a baseline measurement
‒ Pilot the activity first
‒ Monitor and iterate
Measuring ROI
You cannot manage by spreadsheet.
Data should be used to inform,
supplement, understand, validate.
Monitoring and Measuring SharePoint to Guarantee Your ROI
Case study of Office 365’s ROI
 A Forrester Consulting study, which was commissioned by
Microsoft, analyzed the total economic impact of Office 365 on
mid-size businesses http://bit.ly/1r0uVx1
 They interviewed 7 mid-sized businesses and created a
composite midsize organization based on the experience of
these organizations. The composite organization had 150
employees, with some mobile workers, others at corporate
headquarters and another group in global branch offices
 They found that Office 365 delivers an ROI of 321% with a
payback period of 2 months for the composite organization
Case study of Office 365’s ROI
 Knowledge worker productivity
 Mobile worker incremental productivity
 Eliminated hardware
 Eliminated third-party software
 Web conferencing savings
 Substituted Microsoft licenses
 Avoided on-premises planning and implementation labor
 Reduced IT support effort
 Reduced travel costs and corresponding CO2 emissions
Case study of Office 365’s ROI
Measurement ROI
Knowledge worker productivity $657,000 across all employees in the organization
Mobile worker incremental productivity $168,750 over three years
Eliminated hardware Savings of $64,000 over three years
Eliminated third-party software Savings of $10,000 over three years
Web conferencing savings Savings of $125,000 in the initial period of the study
Substituted Microsoft licenses Savings of $35,000 in internal labor and professional
services costs
Avoided on-premises planning and
implementation labor
Savings of $25,000 over the life of the study
Reduced IT support effort Savings of $206,350 over three years
Reduced travel costs and corresponding
CO2 emissions
Savings of $260,625 over the life of the study, reduction
of 47,000 kg of CO2 emissions from air travel
Case study of Office 365’s ROI
 Of all the benefits Office 365 delivers, the primary reason the
interviewed companies cited for implementing the service was
reducing their total cost of ownership (TCO) for productivity
and collaboration tools.
 Says one study participant: “The cost savings that we see from a
cloud-based solution are reason enough to choose Office 365. It
saves the company money and allows our IT staff to work on
business problems that add more value to the company.”
Monitoring and Measuring SharePoint to Guarantee Your ROI
Resources
 SharePoint 2013: How to Choose Between Web Analytics and Google Analytics, TechNet http://bit.ly/1KmbkR1
 Overview of analytics processing in SharePoint Server 2013, TechNet http://bit.ly/1NPAOG1
 Google Analytics SharePoint 2013 / Office 365, Codeplex http://bit.ly/1JEusre
 View and configure usage analytics reports in SharePoint Server 2013, TechNet Blogs http://bit.ly/1b4Jq5p
 New Analytics in SharePoint 2013, Sharegate Blog http://bit.ly/1PFibTr
 What’s new in Office 365 administration from Microsoft Ignite, Office Blog http://bit.ly/1NGR78P
 Integrating the Google Analytics API in SharePoint in order to enable users to review analytics data directly, Tobias
Zimmergren http://bit.ly/1MVwHY7
 Real Time SharePoint Analytics in 5 Minutes or Less, Summit 7 Systems http://bit.ly/1KVgePi
 Overview of Office Telemetry, TechNet http://bit.ly/1UeNTh2
 Introducing Office Telemetry in the new Office, TechNet Blog http://bit.ly/1JtVmk5
 Using Office Telemetry Dashboard to see how well your Office solutions perform in Office 2013, TechNet Blog
http://bit.ly/1JtVno9
 What Does Unstructured Information Really Cost Organizations? Barclay Blair http://bit.ly/1hPagc3
 Top 10 Reasons for Enterprises to Choose Microsoft Office 365, FMT Consultants http://bit.ly/1JEMLIy
Thank you!
www.buckleyplanet.com
@buckleyplanet
cbuck@beezy.net
Thank you to our sponsors!

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Monitoring and Measuring SharePoint to Guarantee Your ROI

  • 1. Monitoring and Measuring SharePoint to Guarantee Your ROI Christian Buckley, Beezy
  • 2. Christian Buckley Chief Marketing Officer www.buckleyplanet.com @buckleyplanet [email protected] ITUnity.com/go/CollabTalk
  • 3. Beezy is the premier enterprise collaboration solution for Microsoft Office 365 and SharePoint, extending the feature set and improving the user experience for on-premises, cloud, and hybrid deployments. We are on a mission to transform the way people work, and to help employees be more connected, innovative, and happy. Learn more at www.beezy.net or @FollowBeezy on Twitter.
  • 4.  How many are actively monitoring and measuring usage analytics of SharePoint and/or Office 365 today?  How many here are using the telemetry capability available from Microsoft to improve your own platform and systems?  How many think you have a good idea of the ROI of your existing tools and systems, including SharePoint and/or Office 365?
  • 5. What are we talking about today? Usage analytics Telemetry Return on investment
  • 7. You cannot manage by metrics alone
  • 8. Measuring ROI is broad  What are you measuring?  What then needs to be monitored?  You can look at usage metrics, but is that truly the right measurement of your ROI?
  • 10. Out-of-the-box Metrics  Reports are generated in Excel
  • 11. Benefits of tracking usage  Prove out basic adoption of new sites  Help identify shortfalls in the design  Indicate how searches are being used  Whether search is effective, where it should be optimized  Track basic historical patterns in usage, such as the number of views and unique users  Simple usage trends, determine times of high and low activity
  • 12. OOTB Usage Reports Report Type Description Usage This report shows historical usage information about the site collection, such as the number of views and unique users. Use this report to identify usage trends and to determine times of high and low activity. Number of Queries This report shows the number of search queries performed. Use this report to identify search query volume trends and to determine times of high and low search activity.
  • 13. OOTB Search Reports Report Type Description Top Queries by Day Use this report to understand what types of information visitors are seeking per day. Top Queries by Month Same as above, but by month. Abandoned Queries by Day Popular search queries that received low click-through per day. Use it to identify search queries that might create user dissatisfaction and to improve the discoverability of content. Then, consider using query rules to improve the query’s results. Abandoned Queries by Month Same as above, but by month. No Result Queries by Day Popular search queries that returned no results. Use to identify search queries that might create user dissatisfaction and to improve the discoverability of content using query rules to improve results. No Result Queries by Month Same as above, but by month. Query Rule Usage by Day Shows how often query rules fire, how many dictionary terms they use, and how often users click their promoted results. Use it to see how useful your query rules and promoted results are to users per day. Query Rule Usage by Month Same as above, but by month.
  • 14. Advantages of OOTB  Analytics engine finds relevant information based on clicks, views, etc.  Indicators and usage data based on number of views and unique visitors  Better visibility over your content consumption – what is being viewed and where within your environment  Engine extensible for 3rd party partners, with many partners providing some additional value add to OOTB
  • 15. Other options: Google Analytics  Add the Google Analytics code snippet without modifying the underlying master pages or any other file delivered from Microsoft.
  • 16. Other options: WebTrends  Where Google is free, WebTrends can be a bit pricey – but it is one of the most comprehensive toolsets out there.
  • 18. New Office 365 reporting dashboards  With both the in-product Office 365 usage reports and the Office 365 content pack for Power BI, you will have more tools at your disposal to monitor how your users are using the service and how you can maximize the ROI.
  • 19. New Office 365 reporting dashboards The Office 365 content pack (in preview) enables you to use the powerful reporting and analytics capabilities of Power BI to analyze and create interactive dashboards. http://bit.ly/1NGR78P
  • 21. Telemetry+analytics  Office Telemetry is a compatibility monitoring framework  Replaces the Office 2010 compatibility tools Office Migration Planning Manager (OMPM), Office Code Compatibility Inspector (OCCI), and Office Environment Assessment Tool (OEAT)  Simply put, monitors and tracks exceptions within your platform  Pushes exception data to an log in real-time  Accurate data around what people are doing, steps they take to complete work activities
  • 23. How Microsoft uses telemetry and analytics to improve the platform  When a document or solution is loaded, used, closed, or raises an error, the application adds a record about the event to a local data store.  Each record includes a description of the problem and a link to more information.  Inventory and usage data is tracked.  Data analysts review results, help the product team identify impact of problems founds, value of options to resolve  The product team is better able to assess where to invest time and resources based on actual customer activity
  • 24. What is Office Telemetry Dashboard?  Excel-based solution designed for IT Pros to view metrics ‒ How frequently end users open specific Office documents ‒ Issues that end users experience ‒ Detailed information about their deployments, hardware, and documents  Aggregated telemetry data is collected from end user PCs
  • 26. How can I apply this?  Step 1-Collect data: Start with collecting actual document and solution usage and metadata from end users.  Step 2-Analyze data: Identify the business- critical documents and add-ins that need to be ready on the first day of your deployment.  Step 3-Start a pilot deployment, focusing on the most critical solutions: Focus on testing documents and add-ins that are necessary to run the business. Proactively monitor how the business-critical documents and add-ins are behaving when they are tested. Quickly figure out resolutions to issues.  Step 4-Deploy and continue monitoring your solutions: Deploy the new solutions, and look for cases of errors or poor performance to be addressed.
  • 27. Why you might extend your own telemetry and analytics capabilities  Focus your innovation on where you’ll drive the most benefit  REALITY: It’s really powerful, but difficult  Pilot first, rinse, repeat  Focus on very specific metrics, expand from there  Focus on a key workload – like reducing product delivery time ‒ Map out the key business activities ‒ Identify measurable activities ‒ Create a baseline measurement ‒ Pilot the activity first ‒ Monitor and iterate
  • 29. You cannot manage by spreadsheet. Data should be used to inform, supplement, understand, validate.
  • 31. Case study of Office 365’s ROI  A Forrester Consulting study, which was commissioned by Microsoft, analyzed the total economic impact of Office 365 on mid-size businesses http://bit.ly/1r0uVx1  They interviewed 7 mid-sized businesses and created a composite midsize organization based on the experience of these organizations. The composite organization had 150 employees, with some mobile workers, others at corporate headquarters and another group in global branch offices  They found that Office 365 delivers an ROI of 321% with a payback period of 2 months for the composite organization
  • 32. Case study of Office 365’s ROI  Knowledge worker productivity  Mobile worker incremental productivity  Eliminated hardware  Eliminated third-party software  Web conferencing savings  Substituted Microsoft licenses  Avoided on-premises planning and implementation labor  Reduced IT support effort  Reduced travel costs and corresponding CO2 emissions
  • 33. Case study of Office 365’s ROI Measurement ROI Knowledge worker productivity $657,000 across all employees in the organization Mobile worker incremental productivity $168,750 over three years Eliminated hardware Savings of $64,000 over three years Eliminated third-party software Savings of $10,000 over three years Web conferencing savings Savings of $125,000 in the initial period of the study Substituted Microsoft licenses Savings of $35,000 in internal labor and professional services costs Avoided on-premises planning and implementation labor Savings of $25,000 over the life of the study Reduced IT support effort Savings of $206,350 over three years Reduced travel costs and corresponding CO2 emissions Savings of $260,625 over the life of the study, reduction of 47,000 kg of CO2 emissions from air travel
  • 34. Case study of Office 365’s ROI  Of all the benefits Office 365 delivers, the primary reason the interviewed companies cited for implementing the service was reducing their total cost of ownership (TCO) for productivity and collaboration tools.  Says one study participant: “The cost savings that we see from a cloud-based solution are reason enough to choose Office 365. It saves the company money and allows our IT staff to work on business problems that add more value to the company.”
  • 36. Resources  SharePoint 2013: How to Choose Between Web Analytics and Google Analytics, TechNet http://bit.ly/1KmbkR1  Overview of analytics processing in SharePoint Server 2013, TechNet http://bit.ly/1NPAOG1  Google Analytics SharePoint 2013 / Office 365, Codeplex http://bit.ly/1JEusre  View and configure usage analytics reports in SharePoint Server 2013, TechNet Blogs http://bit.ly/1b4Jq5p  New Analytics in SharePoint 2013, Sharegate Blog http://bit.ly/1PFibTr  What’s new in Office 365 administration from Microsoft Ignite, Office Blog http://bit.ly/1NGR78P  Integrating the Google Analytics API in SharePoint in order to enable users to review analytics data directly, Tobias Zimmergren http://bit.ly/1MVwHY7  Real Time SharePoint Analytics in 5 Minutes or Less, Summit 7 Systems http://bit.ly/1KVgePi  Overview of Office Telemetry, TechNet http://bit.ly/1UeNTh2  Introducing Office Telemetry in the new Office, TechNet Blog http://bit.ly/1JtVmk5  Using Office Telemetry Dashboard to see how well your Office solutions perform in Office 2013, TechNet Blog http://bit.ly/1JtVno9  What Does Unstructured Information Really Cost Organizations? Barclay Blair http://bit.ly/1hPagc3  Top 10 Reasons for Enterprises to Choose Microsoft Office 365, FMT Consultants http://bit.ly/1JEMLIy
  • 38. Thank you to our sponsors!

Editor's Notes

  • #6: Whether on-premises or online, the business value of SharePoint can be hard to articulate to your management team if you are not taking the time to monitor and measure. That’s essentially what we’re going to talk about today (3 points). I’ll go through what is available today from the platform, but really want to focus on the “Why”, and hopefully help you walk out of here with a strategy for developing stronger metrics. The tools are basically all there – my goal is to get you to use them.
  • #8: Share story of managing internal MS sites
  • #9: Share story of support personnel, the person who cherry picked easy problems to solve and completed many versus person who took few, but the ugliest problems. What is your measurement? Salespeople who are measured on number of calls made, versus quality of conversations. Is one better than the other? A lot depends on what you’re selling. Transactional, more calls means more customers through the pipeline. The more the sale is about relationship and trust, the more you want to focus on the quality of your connections.
  • #28: How similar this effort is to portfolio management