Share point user group
- 1. SharePoint User Group Successful Requirements Gathering Sessions
- 2. Thanks to the Organisers Randy Whitcroft Organiser and Co-Host President – Syntapa Technologies President – Sales Professionals of Ottawa Founder – i2r Global Solutions Nick Kellett Co-Organiser and Co-Host CTO - StoneShare Microsoft SharePoint MVP
- 3. Introduction Business Strategist and SharePoint Architect - StoneShare [email protected] http://www.merpaw.com @ryanmerpaw
- 4. Agenda
- 5. SharePoint Marketing Syndrome What They Actual Think is OOB Implementation Time What is OOB Expected Implementation Time
- 6. “Just Install it…. Users Will do the Rest…” SharePoint Sprawl Fail to Plan, Plan to Fail Governance Plan Information Architecture Centre of Excellence SharePoint Enables Business to Solve Business Problems “SharePoint will find errors in your business processes faster than any other Software” – Bill English
- 7. What’s in it for Me Two Types of Users – Business and Technical Real Life Samples Usable Tools Participate and See it in Action
- 8. The Requirements Session Introduction and Agenda Project Introduction Functional capabilities What is WCM/EDRMS/Workflow/Extranet/Search/Social? Requirements gathering – Current to Future State
- 9. Introduce Project Project Manifesto Building a Public web site to Share Content Project Team Johnny Walker – Project Sponsor Glen Fiddich – Project Manager Chivas Regal – Technical Architect Jim Beam– Business Architect Todays Goals Introduction to New System Manage Expectations Gather Requirements Overall Goals Traceability Matrix
- 10. Don’t Demo SharePoint Yet!!!
- 11. The SharePoint Pie – Functional Capabilities Sites Communities SharePoint Sites provides a single Sites SharePoint Communities delivers great infrastructure for all your business web sites. collaboration tools – and a single platform to Share documents with colleagues, mange manage them. Make it easy for people to share projects with partners and publish information ideas and work together the way they want. to customers. Composites Communities Composites Content SharePoint Composites offers tools and SharePoint Content makes content components for creation do-it-yourself business management easy. Set up compliance solutions. Build no-code solution to rapidly measures “behind the scenes” – with features respond to business needs. like document types, retention policies and Insights Content automatic content sorting – and then let people work naturally in Microsoft Office. Insights Search SharePoint Insights gives everyone access to the SharePoint Search cuts through the clutter. information in databases, reports and business applications. Help people locate the information Search A unique combination of relevance, refinement and social cues helps people find they need to make good decisions. the information and contacts they need to get their jobs done.
- 12. IT Focused Topics Current System in Place - Versions Windows Desktop and Server Version Internet Explorer Versions – Any Other Browsers and Versions SQL Versions Virtualised or Physical Environments Exchange Version Active Directory Version How the Systems are Currently Working Any Planned Changes Resource Bandwidth and Expertise
- 13. The Business Focused Sessions Web Content Management Electronic Document and Records Management System Workflow Extranets Search Social
- 14. What is WCM? Your external web site A major channel to interact with you members Building the brand awareness Disseminate important information regarding your association Making connections
- 15. What is EDRMS? Structured storage of unstructured content such as Documents, S/S Keep Versions, History and Security Collaborating on Content Declare as an Un-Changeable Asset Apply Content Specific Policies for Retention
- 16. What is Workflow? Work Processes Content Approval Process Single Stage or Multi-Stage Forms Based Processes Notifications, events, signatures
- 17. What is an Extranet? External Secure Access to Internal Resources – Content and Processes Can be Based on Published Versions Could be same system or different system the internal Collaboration Between Internal and External Parties Self-Service
- 18. What is Search? Find-ability of Content Internal and External Content Combined - Federated Increasing Results Relevancy Metadata Based Refinements Security Trimming – Who can see what?
- 19. What is Social? More Public Company Presence A Major Public Advertising Channel – Usually FREE Building Global Brand Awareness Disseminate Important Information Push Advertisement not Pull Like WCM Perpetual discussions
- 20. A Day in the Life of… YOU! Your Name Business you work with? What do you like? How do I work with the system? What can be done to make it better for you? What don’t you like?
- 21. Tools & Demo
- 22. Now You Can Demo SharePoint
- 23. Working with Somerset West CHC Staff Development Request Visio to Map the Process Balsamic to Create Form UX More Questions You Ask, the Better Your Understanding
- 24. Thanks for your time! Ryan Merpaw Business Strategist & SharePoint Architect [email protected] http://www.merpaw.com @ryanmerpaw
Editor's Notes
- #3: Just a quick thank you to the organisers
- #4: Introduction to who I am and where to find me
- #5: Before we look at what actually happens during a requirements session, want to manage expectations. Then we move to the requirements gathering session, show some tools and demo them, and then we can start to look at the SWCHC. Make sure you have some drinks and some food and please ask questions.
- #6: MS loves to show functionality of SharePoint. Clients who see SharePoint have an expectation of what can be done OOB – this is usually more that what can and should be used out of the box. With that, people are under the assumptions sharepoint is everything they need OOB, just install and go
- #8: Why are we doing this… why should we use the tips. need more..
- #11: Want to give warning that it’s best not to show SharePoint yet….
- #12: This is how you should present sharepoint to business users.. To give them an idea of what to do
- #15: Examples of high level notes of each type of requirements session introduction to business users
- #16: Add high level points of what this could be
- #17: Add example in discussion
- #21: How to stimulate the conversation….
- #24: Ask Justin questions about one of the processes and map it out on screen using visio and forms with balsamiq – allow others to ask questions!!!!