Impact Your Business: Identify Low Hanging Fruits for SharePoint 2013 No-Code Business Solutions

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Gina Montgomery, V-TSP

Technology Business

 Introductions
 What are SharePoint Composite No-
code Solutions?
 Identifying Low-Hanging Fruits
 Let’s build one

Gina.Montgomery@softmart.com
www.ginamontgomery.com
Gina Montgomery

Softmart Company Facts
 Established: 1982; Status:
Privately Held
 Regional offices throughout the
U.S.
 Global partnerships in all world
markets
 Business Strategy – Focus on
the customer
“As a privately held company, Softmart
manages to the expectations of our
customers, not Wall Street. We believe
the true measure of our success is
customer satisfaction.”
 SAM Certified
 Analytics Advantage Program
 Numerous Microsoft Awards

SAM
Analytics
Team
Security
Hardware
Software
Product
Specialists
Cloud
Specialist
eCommerce
Integration
Team
Priority
Customer
Service
Team
License
Service
Team

 http://bit.ly/Qw4nC3
 Rapidly create solutions
by assembling,
connecting, and
configuring the basic
building blocks of
functionality available in
SharePoint 2013, and in
many cases, Microsoft
Office 2013.

 Lists, Libraries, Views
 List Forms, InfoPath, 3rd Party Forms
 Workflows – SharePoint Designer, Visio, 3rd
Party Workflow Tools
 Power Pivot / Power View
 Access Apps
 Social Tools
 Web Parts

 Examples:
› Absence Request & Tracking Application
› Travel Request Application
› HR portal
› Capital Expense Request Application
› Expense Reporting Application
› BI Dashboard
› Ideation Tracking Application

 To leverage your SharePoint
investment
 To help reduce duplicate content
and data
 To unlock the value of Line-of-
Business (LOB) data
 To rapidly create a business
solution without dependence on
technical staff (DIY)
 Because your End User Adoption
Relies Upon it

Factors Impact
Risk Prepare Risk Mitigation Plans if Necessary
Approval Do you have the proper permission to build such
Solution? Obtain Proper Approval to Build the
Solution.
Adoption Does this solve users’ needs? Why would they use it?
WIIFM. Define the value proposition before you build
it.
3rd Party Applications / Solutions Are you recreating the wheel? Does the solution
better integrate if built on SharePoint? Etc…
Training What kind of learning curve will the users have?
Prepare a training plan for go-live.
Governance Policies Determine how existing governance policies should
affect your solution/application. What permission
groups should exist. Can you use pre-existing
permissions?
Step 1: Think it through; get your users involved!

Step 2: Sample Questions
Identify Requirements From Your End Users
What processes are you currently doing with Email & Office today?
Do you have any paper based processes?
What do you track in your department? How do you track it?
What kind of reports do you look at? How are they distributed to you? Is
the data static?
How do you collaborate on documents today?
What kind of forms are required in your department? How do you
distribute them and how do the users execute them?

Questions?
@ginammontgomery
@softmart
www.ginamontgomery.com
www.blog.softmart.com
Gina.Montgomery@softmart.com

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