1. EVERYTHING YOU
NEED TO KNOW
ABOUT SHAREPOINT'S
SOCIAL CAPABILITIES
Part 2 – Focus: Business Strategy
SOCIAL BUSINESS &
SHAREPOINT CONFERENCE
October 30-31  Greenwich, CT

2. Who am I?
Boston
Washington
#SPSocial @RHarbridge

3. SPTechCon
The SharePoint
Technology Conference
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4. Our Goal Today…
From Here To Here
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5. #SPSocial @RHarbridge

6. #SPSocial @RHarbridge

7. Connecting Value
To SharePoint
Social Features
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8. What is the
Value?

11. • Lowers Cost Of Sharing &
Organizing Information
• Reduces Organizational Barriers
• Improves Business Agility
• Compliments Talent Management
• Promotes End User Innovation

12. • Improve Search Relevance
• Improve Content Authority
• Add Further Contextual Relevance
• Provide Additional Ways To
Find Content

13. Sites
Composites Communities
Insights Content
Search
Not Just Communities…
Leveraged Everywhere

14. Social Feedback Leads To Better
Procedures?
Why Leveraging SharePoint Blog Features for News is a Great Idea
#SPSocial @RHarbridge

15. The Nature Conservancy - Case Study
• The Nature Conservancy is the leading conservation
organization working around the world to protect
ecologically important lands and waters for nature
and people.
• Founded in 1951, currently 1 million members.
• Operates more than 100 marine conservation
projects globally.
Business Challenge The Project Results
» Improve “findability” of » Intranet/Extranet: connect.TNC
experts, content, and data to global intranet/extranet » Deployed “social Intranet” Q1
share best practices and 2012 that connects experts
» Connects staff, trustees,
improve project performance. around the world to share best
volunteers, partners,
practices.
» Complex, worldwide government agencies around
organization without a single the globe
clearinghouse for connecting » Integration of Newsgator Social
people and information. Sites
#SPSocial @RHarbridge

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20. TNC - Department
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22. TNC - Search
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29. Social SharePoint Options
Extending (Customizing)
Complimenting (Yammer)
Supplementing (Newsgator)
Replacing
Ignoring/Locking Down
When are people going beyond SharePoint for Social Functionality?
How To Lock Down SharePoint’s Social Features
#SPSocial @RHarbridge

30. Implementing An Effective
SharePoint Social Strategy
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31. Social Roll Out
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32. My Sites & Profile Roll Out
Phase 1 Basic Profile
Import
Phase 2 MySites Piloted
Profiles
Implemented
Photos Updated
Phase 3 MySites Globally
Deployed
Custom Profile
Fields
From Central
Source
Profile Fields Users Can Edit Profiles
Phase 4 MySites
Customized
Integrated With
LOB Data
Profile Data With
Write Back To AD
Presentation
Customized
#SPSocial @RHarbridge

33. Social Feature Roll Out
Phase 1 Phase 2 Phase 3
Less Than 50% Profiles Populated Less Than 75% Profiles Populated Close to 100% Profiles Populated
Notes and Status Updates Notes & Status Updates Used Notes & Status Updates
Infrequently Used Frequently By Early Adopters Considered Cultural Norm
Community Sites Globally Communities Extended To
Community Sites Piloted
Deployed External Participants
Wiki Spaces Extended To External
Wikis Piloted Wiki Sites Globally Deployed
Participants
Leadership Blogs Piloted Department Blogs Deployed Personal Blogs Deployed
Discussion Boards Globally Discussion Boards Leading To New
Discussion Boards Piloted
Deployed Innovation Or Cost Savings
Tags & Notes Infrequent (Usage Tags & Notes Adopted (Usage
Tags & Notes (Expected)
Low) High)
Ratings Piloted On Knowledge Knowledge Base Initiating New Knowledge Base Podcasting &
Base Procedures/Policies Media
#SPSocial @RHarbridge

34. Map To Business Objectives
 Direct Relationship  Indirect Relationship
Have Highly Leadership
Provide Highlight Customer
Support Effective Supporting Personally
Positive Exceptional Transparent
Acquisitions Decision Community Engaging w/
Work Culture People Support
Making Customers
Internal Social
Collaboration
    
User Profiles 
Personal
MySites
 
Internal Social
Networking
    
Communities Of
Interest
   
Communities Of
Practice
    
External Social
Authoring
   
Social CRM    
#SPSocial @RHarbridge

35. Profile Sprawl Challenge?
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36. No Anonymity In The Enterprise?
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37. Keyword Sprawl Challenge?
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38. Discipline and Processes
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39. Samples of What to Measure
– Number of completed user profiles
– Number of connections per user
– Cross posting of blogs, subscriptions to RSS and other feeds
– Average number of participants with Wikis (also look at
distribution – Wikis with most participants vs. universe of
wikis)
– Effective use on major projects
– Reduction in e-mail (generally, on specific topics, corporate
noise)
– Range of adoption (departments, topics)
– Does a new policy or idea get adopted easier?
– Search metrics: fewer similar queries=right information faster
#SPSocial @RHarbridge

40. SharePoint Social Maturity
Tagging
5
Instant Messaging Notes / Discussions
4
3
2
Microblogging & Activities Rating
1
0
Blogging People Profiles
Wikis MySites
*Super Simplified
#SPSocial @RHarbridge People Search

41. Business
Tips and Tricks
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42. Brand Your Social Roll Out
We Make Things Happen What follows are potential ‘Social’ Slogan
Additions (based on “We Make Things
Happen”):
“When we work together.”
“Keep up with them using COMPANYXYZ
Social.”
“Be a part of them with COMPANYXYZ Social.”
“Share them on COMPANYXYZ Social.”
“Be involved in creating them on COMPANYXYZ
Innovate”
#SPSocial @RHarbridge

43. Scope of Training
• Trained To Lead By • Trained To Promote Best
Example Practices Around Specific
• Trained To Make And Focus Areas
Enforce Decisions
Center of
Executives
Excellence
Business
Employees
Units
• Trained To Create • Trained To Leverage Social
Knowledge And Practice Collaboration, Networking
And Media
#SPSocial @RHarbridge

44. Opportunistic Driven Learning
Training Should Follow “Just In Time & Just Enough”
#SPSocial @RHarbridge
Image from Paul Culmsee

45. Support Updates
 Objectives/Priorities
 Site Classification and Platform Classification
 Site Provisioning Process/Questionnaire
 User Expectations Agreement
 Roles and Responsibilities
 Support Agreement(s)
 Training and Communication Plans
 MySite Policies (Pictures)…
#SPSocial @RHarbridge

46. Support Updates
 User Lifecycle Policy
 Taxonomy Management
 Social Policies
 Content Standards
 Legal and Compliance Policy
 Search Management
#SPSocial @RHarbridge SharePoint Standards Online

47. Multiple Tiers for Escalation
(You can’t know everything)
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
#SPSocial @RHarbridge

48. Measure Support
Learn and use data to be proactive.
#SPSocial @RHarbridge

49. Planning for Privacy
•Who can social tag/bookmark?
Define an acceptable use policy
•What happens when the employee leaves?
•Security trimming of tags ON or OFF
Pluggable architecture allows definition of
rules and back ends
Define how to handle non-SharePoint and
external sites
Only Indexed sites can be trimmed out-of-the-
box
•Activity Feed Repercussions
#SPSocial @RHarbridge

50. Remember you can Manage Tags
• In Central Admin you can search and manage
all tags of a user, or those that specific words.
• This means you can create and actively
perform governance and control/resolutions.
#SPSocial @RHarbridge

51. Tip: Plan For User Adoption
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52. Encourage Community Adoption
With Best Practices
• Start small
• Select, support, and nurture your champions
– Funding for “strategic” champions
– Champions training
• Seed communities with content/structure
• Establish guidelines for etiquette
• Watch out for corporate policy/governance
• Don’t neglect usability
#SPSocial @RHarbridge

53. Differences Between Teams and Communities
Community
Team Community
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© 2009 PTC

54. HR & Legal Considerations
For Social Strategies
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55. Social Media Policy?
• You should have one for external use.
• It’s recommended you use a comprehensive
template (there are many online and they are
extremely inexpensive).
• You should have one for internal use.
• This policy should mention or refer to…
• Discrimination Policies
• Sexual Harassment Policies
• Computer Security and Acceptable Use
Policies
• Intellectual Property Policies
#SPSocial @RHarbridge

56. Incident Reports
An incident report or accident report is a form that is filled out in order to
record details of anTerms?
In SharePoint unusual event that occurs at the facility, such as an injury
to a patient. The purpose of the incident report is to document the exact
details of the occurrence while they are fresh in the mindsSharePoint use
If something unusual happens as a result of of those who
witnessed be documented with as much detail as possible
it must the event.
while it’s still fresh in the minds of those who were
participants or effected.
If action (especially disciplinary) is taken as a result of an
incident; information leading to the decision (including risks)
and how efficacy (success) will be monitored must be
retained.
#SPSocial @RHarbridge

57. Photo Sharing?
• Can the company share Christmas party photos?
• Can an individual? On their mysite?
• Does the organization need a photo release form?
• What About MySite Photos?
• How will these be managed?
• Approved?
• How will these be populated?
• Do photos already exist of many staff
members?
#SPSocial @RHarbridge

58. MySites
• Is The Organization Responsible For Documents On
Users Desktops?
• What Privacy Rules Must Be Upheld?
• What are the RM policies for these files?
• Retention?
• Disposition?
• Are there specific provisioning policies that must
be put into place before a user can have a MySite?
#SPSocial @RHarbridge

59. Wikis, Blogs, Discussion
Boards, Notes, & Status Updates
• What are the records management rules around…
• Wiki Content?
• Blog Content?
• Comments?
• Discussion Board Content?
• Note Content?
• Status Update Content?
#SPSocial @RHarbridge
* Notes & Status Updates Have No OOTB Auditing Or Information Policies.

60. User Profiles
• Properties (Legal Considerations)
• Job Title Property
• Can Users Update Their Own Information?
• What Information Can Be Shared?
• What Information Must Be Opt In?
• In Other Words: What Information Can’t We
Auto or Pre Populate?
• What Should The Default Privacy Settings Be?
• What Records Management Rules Must User
Profiles Adhere To?
• Retention (Info Policies, Version Control etc)
#SPSocial @RHarbridge

61. Social Technology
Vendors & Tools
#SPSocial @RHarbridge

62. SharePoint Social Vendors
HiSoftware Compliance Sheriff for Social
Computing and Collaboration Compliance
Social Sites For SharePoint
KwizCom WikiPlus, Ratings and More
Lightning Tools SharePoint Forum
AskMe For SharePoint
#SPSocial @RHarbridge

63. Yammer/SharePoint Integration
• Primary Yammer Web Part: Add robust Yammer feeds, private messages, and notifications
tabs to SharePoint sites to facilitate team and company-wide conversations.
• Light Embeddable Feeds: Embed a lightweight Yammer mini feed anywhere in SharePoint
to view and keep track of relevant discussions without disrupting your workflow.
• Document & List Integration: Send links to documents, calendar events, and tasks from
SharePoint to Yammer feeds for real-time collaboration.
• Federated Search: Find the information you need fast with relevant Yammer messages
displayed side by side your SharePoint search results.
• Profile Sync: Import profile information from SharePoint into Yammer, eliminating the need
to complete two profiles.
• Notifications: Track unread Yammer messages from the SharePoint top banner.
• Activity Streams: Automatically deliver activity updates from SharePoint to your colleagues
on Yammer.
• Single Sign-On: Leverage SharePoint authentication credentials to simultaneously sign into
Yammer through a single entry point.
• Admin Configurations: Manage the Primary Yammer Web Part using SharePoint’s built-in
controls and templates. Choose to configure read-only Yammer feeds so that users without
Yammer accounts can also view conversations
#SPSocial @RHarbridge

64. #SPSocial @RHarbridge

65. #SPSocial @RHarbridge

66. Finding Expertise - Yammer vs SharePoint
• Cons of Yammer:
– Soft Skills and Hard Skills in two different locations
– No current integration with Lync makes it less
integrated
– Current scalability concerns
• Pros of Yammer:
– Facebook like UI makes it immediately familiar
– Easy setup with immediate social networking
capabilities
– Cost
#SPSocial @RHarbridge

67. Thank You
Organizers, Sponsors and You for Making this Possible.
Questions? Ideas? Feedback? Contact me:
 Twitter: @RHarbridge
 Blog: http://www.RHarbridge.com
 Email: Richard@RHarbridge.com
 Resources:
700+ SharePoint IA Slides at.. PracticalIntranet.com
130+ SharePoint Standards at.. SPStandards.com
15 Pages of Important Questions at.. SharePointDiagnostics.com
#SPSocial @RHarbridge