Ensuring Technical Readiness For Copilot in Microsoft 365
The Missing Link Between SharePoint and the End User Community
1. The Missing Link BetweenSharePoint and the End User Community Mark Miller Founder and EditorEndUserSharePoint.com Chief Community Officer and SharePoint EvangelistGlobal 360
21. Call Your Credit Card Company or Bank Automated Message: Please enter your 16 digit account number, followed by the # sign. Hi. This is Mary. May I have your 16 digit account number, please. 5 seconds later
34. “40% of workers ignore company rules because they have developed better ways to get work done.”
35. Workflow Loan Application is in SharePoint Processor reviews loan Underwriter reviews loan Approved? Book Loan Rejected? Notify Customer Manual Tasks: Review docs in file Call client for add’l info Prepare Good Faith Estimate Underwrite loan Prepare loan for closing
36. The REAL Process: Information is in Different Places Customer Service HR Finance Loan Management Audit Loan Servicing
37. The REAL Process: Changes on the Fly Customer Account Info What is happening in my dept? Reroute Loans? Capture Docs? Loan Application is in SharePoint Processor reviews loan Underwriter reviews loan Loan Application is scanned and indexed Approved? Book Loan Rejected? Notify Customer Manual Tasks: Review docs in file Call client for add’l info Prepare Good Faith Estimate Underwrite loan Prepare loan for closing Other Docs? Automate Tasks?
38. Key Concept “SharePoint is best for procedures. It is not ideal for process adaptability.” -- Derek Miers, Finding the Sweet Spot
40. Q&A: Review The Missing Link Workers know their jobs Simple workflow doesn’t mimic real world processes SharePoint is not ideal for process adaptability
48. Q&A: Review Six Guaranteed Ways to Kill Productivity Repetitious Work Missing or Incomplete Information Dated Process of Procedures Low Morale Rework/Poor Quality Work Lack of Expertise
49. Get the BPM Starter Pack:Manage Your Productivity Killers
54. Thank You Mark Miller Founder and EditorEndUserSharePoint.com Chief Community Officer and SharePoint EvangelistGlobal 360
Notas do Editor
Mark Miller is founder and editor of EndUserSharePoint.com. He is an internationally recognized proponent for the expansion of End User education for the SharePoint platform. Mark has been an independent technical trainer since 1996 for companies such as Hewlett Packard, SGI, Autodesk, Credit Suisse and Charles Scwab.Mark built and delivered the XML curriculum at New School University in New York City.In 2002 as an author for Wiley Publications, what published what many consider to be the industry standard for VoiceXML usage: VoiceXML – 10 Projects to Voice Enable Your Web Site. He has also been published by Sys-Con Publications, publishers of the XML Journal, for his work in creating dynamically generated courseware through the use of XML and XSLT.
He lives in New York City with his wife, two children, one dog, one gerbil, one turtle and eight goldfish.
EndUserSharePoint.com is one of the largest web sites in the world for SharePoint. There are over 1600 articles, written by 70 community oriented authors. In addition to the web site, EUSP also runs the SharePoint Community Calendar, SharePoint Community Web Part Wiki and Stump the Panel, a SharePoint Q&A Community resource.
Mark is the SharePoint Community Evangelist for Global 360, where he talks about the disparity between real world solutions utilizing Business Process Management and the current level of the Power User Community in SharePoint. As an evangelist, his mission is to educate the business users of SharePoint, showing them how to best utilize the platform to solve recurring business problems through the use of business analytics and automated processes.
I am scheduled to speak at these events, in addition to being part of anShare APAC Tour with Joel Oleson, Michael Noel, Dux Raymond Sy and Paul Swider
What’s on tap for the next hour?
What are the various levels of SharePoint users attending the presentation,who am Ispeaking to. What are some typical scenarios that we might all recognize from dealing with various businesses on a day-to-day basis.
Power Users of SharePoint will hit a ceiling of usability after a year or two of daily SharePoint usage and management. What needs to be done in the mental space between SharePoint and the Power User that will allow the user to continue to grow in their SharePoint education while providing more value to the company.
Along with the presentation, we will provide a BPM Starter Pack to help you manager your productivity killers.
That’s what we’re going to cover. If you came here to geek out on code or learn how to deploy solutions to the server or talk any kind of geek, you’re in the wrong room! This is a non-technical session, so my feelings won’t be hurt if you get up and leave now.
Let’s examine some basic concepts through the use of user stories…
This one really slays me. Why in the world did I spend 2 minutes keying in my incorrect digits into the phone pad, finally getting it right and then get asked for it again when a real person gets on the phone. I ask this every single time it happens, “I just entered that before you got on the line. Didn’t that show up on your screen?” I have yet to receive a positive response to that question.
Is it just me, or is that the same person who was asking for duplicate information at the credit card company…
Power Users of SharePoint will hit a ceiling of usability after a year or two of daily SharePoint usage and management. What needs to be done in the mental space between SharePoint and the Power User that will allow the user to continue to grow in their SharePoint education while providing more value to the company.
Along with the slide deck, we have printed resources and links for download of various 101 type papers for participants who are interested in pursuing Business Process Management as an addendum to their SharePoint research.
Download: Steve Russell’s Kill the Things that Kill Productivity
Nice introduction to Business Process Management for the beginner. Builds a solid foundation for future investigation.
Insightful white paper explaining how SharePoint and Business Process Management fit together.
I’d like to help you get started with your Business Management Processes education. Take one of the “I Love SharePoint 2010”, leave it at the Global 360 booth and we’ll email you your BPM Starter Pack.Your BPM Starter Pack includes: A copy of this slide deck eBook: How Can Companies Kill the Things that Kill Productivity The BPM Primer – Colin Teubner SharePoint and BPM: Finding the Sweet Spot - Derek Miers
Thank you for coming. If you take one thing away from here, know that you are not alone when it comes to figuring out how to best help your company. Please don’t hesitate to contact us if we can help you in any way. We’re here to help and get you started.Mark MillerFounder and Editor, EndUserSharePoint.comChief Community Officer and SharePoint Evangelist, Global 360Twitter: @EUSP