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• The productivity dilemma

• The evolution of the Information Worker

• Why social is important to the enterprise

• How metadata and social improve productivity
Christian Buckley,
Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint Server

• Prior to Axceler, worked for Microsoft, part of the Microsoft
  Managed Services team (now Office365-Dedicated) and worked
  as a consultant in the areas of software, supply chain, grid
  technology, and collaboration

• Co-founded and sold a software company to Rational Software.
  At E2open, helped design, build, and deploy a SharePoint-like
  collaboration platform (Collaboration Manager), onboarding
  numerous high-tech manufacturing companies, including
  Hitachi, Matsushita, Cisco, 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
Published 2012 by 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
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 3,000 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
How productive are your
end users on SharePoint?
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Perceived
                      usefulness




          External                 Personal                    Actual
                                              Intent
          variables                attitude                  system use




                       Simple
                       To use




Source:                                                @JussiMori
Idea:
The business dynamics of how
Information Workers capture,
consume, and interact with data
are changing
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Why is the Information
Worker role changing?
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
Idea:
Metadata is fundamental to
making social, knowledge
management, and
SharePoint work
What is metadata?
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
End Users


                         Search
Governance




                    Social Media



             Taxonomy               Folksonomy


                        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 site    •   Columns are created on lists
   collection root                                       •   Columns are combined in an ad-hoc basis on each list
 • Lists get “bundles” of columns
                                                        PROS
PROS                                                     • Requires no planning
 •   Improves consistency                                • Requires little upfront effort
 •   Reduces metadata duplication                        • Works across site collections and portals
 •
 •
     Easy to update
     Easy to support and train on
                                                        CONS
 •   Allows document-level DIP, Workflow, Information    • Decreases consistency
     Policies, and document templates                    • Increases metadata duplication
                                                         • Hard to update
CONS                                                     • Hard to support and train on
 • Requires planning                                     • Only allows list-level Workflow, Information Policies
 • Requires upfront work                                   and document templates
 • Hard to manage across site collections and portals    • Difficult to reverse
Users




                                                                                                              My Site

        Corporate                             Departments                                             Teams

                                             Empowerment
                Email                      Cell           Twitter          Blog
                cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
http://bit.ly/2nk9Fe
Taxonomy
  Department
  Title
  Role
  Status
  Approval

               Folksonomy
                 Project
                 Definition
                 Correlated projects
Idea:
Social tools are just another
layer of the search experience
“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
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
Your team wants social for the
enterprise, but what does that
really mean?
               Good question
Why SharePoint needs 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
taxonomy
                                                  folksonomy




           Opportunity to improve global search
Another example, this time
within SharePoint 2010, because
I want to be thorough…
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
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
Social in SP2013
Idea:
Organizations don‟t understand,
much less track and measure,
user productivity
Where do you begin?
What are you doing to make
your end users productive?
What are you doing to make
your end users productive?
Where to start?
cbuck@axceler.com
@buckleyplanet
www.Axceler.com
               presentations
               blog
               book
               governance4hybrid                Order your copy at http://oreil.ly/qC4loT


           Additional Resources
               The Heretics Guide to Best Practices, Paul Culmsee
               http://hereticsguidebooks.com
               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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The Connection Between Metadata, Social Tools, and Personal Productivity

  • 1.
  • 2. • The productivity dilemma • The evolution of the Information Worker • Why social is important to the enterprise • How metadata and social improve productivity
  • 3. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration • Co-founded and sold a software company to Rational Software. At E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, 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
  • 4. Published 2012 by 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
  • 5. 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 3,000 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
  • 6.
  • 7. How productive are your end users on SharePoint?
  • 8. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 9.
  • 10. Perceived usefulness External Personal Actual Intent variables attitude system use Simple To use Source: @JussiMori
  • 11. Idea: The business dynamics of how Information Workers capture, consume, and interact with data are changing
  • 12.
  • 13. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 14. Why is the Information Worker role changing?
  • 15. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 16. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 17. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 18.
  • 19.
  • 20. Idea: Metadata is fundamental to making social, knowledge management, and SharePoint work
  • 22.
  • 23. 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
  • 24. End Users Search Governance Social Media Taxonomy Folksonomy Metadata
  • 25. 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 site • Columns are created on lists collection root • Columns are combined in an ad-hoc basis on each list • Lists get “bundles” of columns PROS PROS • Requires no planning • Improves consistency • Requires little upfront effort • Reduces metadata duplication • Works across site collections and portals • • Easy to update Easy to support and train on CONS • Allows document-level DIP, Workflow, Information • Decreases consistency Policies, and document templates • Increases metadata duplication • Hard to update CONS • Hard to support and train on • Requires planning • Only allows list-level Workflow, Information Policies • Requires upfront work and document templates • Hard to manage across site collections and portals • Difficult to reverse
  • 26.
  • 27. Users My Site Corporate Departments Teams Empowerment Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 29.
  • 30. Taxonomy Department Title Role Status Approval Folksonomy Project Definition Correlated projects
  • 31. Idea: Social tools are just another layer of the search experience
  • 32. “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
  • 33. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 34. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 35. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 36. Your team wants social for the enterprise, but what does that really mean? Good question
  • 38.
  • 39.
  • 40.
  • 41.
  • 42. your own vocabulary your intimate knowledge correlate discovered content
  • 43. Taxonomy Folksonomy • Paper • Paper • Airplane • Flight • White • Airplane • Toy • Design • White • Toy • Origami • Technique • Distance
  • 44. taxonomy folksonomy Opportunity to improve global search
  • 45.
  • 46. Another example, this time within SharePoint 2010, because I want to be thorough…
  • 47. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 48. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 49. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 50. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 52.
  • 53.
  • 54.
  • 55.
  • 56. Idea: Organizations don‟t understand, much less track and measure, user productivity
  • 57. Where do you begin?
  • 58. What are you doing to make your end users productive?
  • 59.
  • 60.
  • 61.
  • 62.
  • 63. What are you doing to make your end users productive?
  • 64.
  • 65.
  • 66.
  • 68.
  • 69.
  • 70.
  • 71.
  • 72. cbuck@axceler.com @buckleyplanet www.Axceler.com presentations blog book governance4hybrid Order your copy at http://oreil.ly/qC4loT Additional Resources The Heretics Guide to Best Practices, Paul Culmsee http://hereticsguidebooks.com 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/

Notas do Editor

  1. The way that Gen Y works and plays is dramatically different from the social informatics of even 10 years ago. And the speed of change is increasing.
  2. As SharePoint extends into broad adoption and business solutions such as extranets securing the SharePoint content is key.
  3. 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.