1. The Seven Most Important Non Technical SharePoint Success Factors Presented By: Richard Harbridge @rharbridge

2. Who am I? I

4. Knowledge around Limitations of the Software (When to use it/When not to)

6. What we will be talking about… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth

7. Understanding the ‘Why’ and Making a Decision

8. Meet Joe Hi!

9. At Joe’s Company…

10. Decision Makers don’t have Enough Information

11. The CFO needs to Reduce Costs

12. IT Services Struggles to Keep Up

13. And People Are Having Trouble Finding What They Need

14. So Joe has an Idea!

15. Since… Awesome! Not as awesome.

16. And Everyone in Joe’s Company uses Microsoft Office…

17. SharePoint is the Perfect Fit!

19. Map the needs of the organization to the right technology…

20. Perform in depth product comparisons and evaluations

21. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

23. Dynamics CRM

24. Dynamics GP

25. Dynamics NAV

26. Dynamics POS

27. Dynamics RMS

29. It’s not just a feature to feature comparison

30. So Joe does all that good research and…

31. SharePoint is a part of his overall Enterprise Technology Plan

32. The Outcome Within the overall enterprise technology plan SharePoint meets specific business needs.

33. What to watch out for… We have to define our needs carefully if we want to pick the right technology.

34. Achieving Buy In and Setting Expectations

35. Before we begin…

36. Let’s Talk About Perceptions

38. People See Different Things

39. Perceptions Impact Motivation

40. Joe is on a mission.

41. Joe has to convince IT Services, the CFO and Decision Makers

42. We are going to help Joe out with an exercise! Thanks!

43. Two Key Groups Must Buy In and Have The Right Expectations IT Services Decision Makers

44. What is the most important thing to IT Services?

45. COST OF OWNERSHIP

46. What are some ways we can convince IT Services?

48. SharePoint’s integration is invaluable to IT.

50. Explain Platform Benefits

51. What is the most important thing to Decision Makers?

52. Add Value To Business

53. What are some ways we can convince Decision Makers?

56. Paired Comparison Matrix

57. Map Solutions to Objectives  Direct Relationship Indirect Relationship * Objectives should be more specific – Example purposes only.

59. Our primary unified application delivery platform.

60. Our primary workflow/business process automation platform.

61. Our intranet and communication center for internal corporate communications.

63. Our primary document management platform.

64. Our contact management platform.

66. It Takes Time

67. SharePoint Solutions (Evolution) *Super Simplified

68. The Outcome Joe has achieved momentum and buy in.

69. What to watch out for… Joe must carefully manage expectations and maintain the momentum.

70. Determining and Supporting ROI

71. How do we get here?

73. Money can be invested to always generate a return.

76. Evaluating with Monte Carlo Analysis

77. There are different ways of calculating ROI This is kind of boring…

78. ROI Advice and Tips

79. Excel has wonderful Formulas

80. There are really only two ways of using ROI 1. For Prioritization 2. To Improve Return

81. 1. For Prioritization The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty

83. I have an easy requirement. It’s a 2 in difficulty (out of 10).

84. The expected value of the difficult requirement is 4 (out of 10).

85. The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty

86. 2. To Improve Return ROI (traditionally) Measures Financial Impact

87. 2. To Improve Return ROI analysis often misses 'non-financial impact’ or ‘increased potential’ STILL IMPORTANT Improved Relationships Improved Know-How Website/Intranet Visitors Improved Morale Improved Skills User Complaints Increased Connections Positive Word of Mouth Innovation Click-throughs Employment Applications Comments Negative Word of Mouth Better Reputation

88. 2. To Improve Return Example of Non-Financial Measurement

89. IS Use them.

90. SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx

91. Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx

92. MEASURE THE RIGHT THING

94. What you don’t want. Don’t lose perspective.

96. 30% of a typical workers day is spent searching for information.

97. In a 1,000 employee company lost productivity costs approximately $5 million a year.Source: “The Enterprise Workplace,” IDC, 2005 Source: IDC, 2003 Source: “Hidden Costs of Information Work,” IDC, 2006

99. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.

100. Currently we pay for full licensing on 7 different enterprise document management solutions.Source: “Support Review Q4,” IT, 2010 Source: “HR Employee Benefits Survey,” HR, 2010 Source: “Financial Audit of Licensing Costs,” Finance, 2010

101. The Outcome Joe is measuring effort effectively to better prioritize or to improve return on investment.

102. What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.

103. Implementing Successful Governance

104. What is Governance?

105. GOVERNANCE IS REQUIRED

106. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.

107. Without Governance

108. So how do we do it?

110. Initiatives/Technical Strategy Team

111. Tactical Teams:

112. Tactical Operations Team

113. Tactical Development Team

115. I think I see a Pattern.

116. Executing Governance

117. The Result:

120. Our primary unified application delivery platform.

121. Our primary workflow/business process automation platform.

122. Our intranet and communication center for internal corporate communications.

124. Our primary document management platform.

125. Our contact management platform.

127. Disaster Recovery Plan

128. Deployment Process, Policies, and Schedule

129. Storage and Quota Policies

130. Monitoring Plans

131. Maintenance Plans

132. Service Level Agreements

134. Site Classification and Platform Classification

135. Site Provisioning Process/Questionnaire

136. User Expectations Agreement

137. Roles and Responsibilities

138. Support Agreement(s)

139. Training and Communication Plans

141. Workflow Policy

142. SharePoint Designer Policy

143. Development Standards

144. Testing Requirements

146. Governance Checklist

147. TechNet, Community and More..

148. With Governance

149. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes

150. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.

151. Approaching and Supporting SharePoint

152. What is the best approach for SharePoint Implementations?

153. ITERATIVE APPROACH

155. It takes time to understand SharePoint.

156. SharePoint is great for rapid prototyping, and for proof of concept work.

159. Helps keep communication focused.

161. Explain as much as you can (Pros/Cons).

162. Solidifies decisions and allows themto explain to anyone who asks.

164. Don’t forget you aren’t superman. (Sorry Joe)

165. Multiple Tiers for Escalation (You can’t know everything)

166. Measure Support Learn and use data to be proactive.

168. Online

169. MSDN

170. TechNet

171. Blogs

172. Cheat Sheets

173. One on One

174. Classroom Training

175. Forums

176. Help

178. Avoid too much too fast.Keep it simple. It’s like learning to drive.

179. IS Use them.

180. Productivity Hub

181. SharePoint Learning Kit

182. Stand Alone/Portal Edition Training

183. Support Tip…

184. RESPOND You never want to give the IT busy signal, or support busy signal.

185. The Outcome SharePoint is supported effectively.

186. What to watch out for… The training and support can be costly in time and resources.

187. Improved User Adoption

188. User Adoption

189. How do we get successful User Adoption?

190. USERS MUST UNDERSTAND THE VALUE

191. Successful User Adoption Requires…

192. User Adoption Advice and Tips

193. Do a video like this one…

194. High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More

195. Cultivate and promote the right culture.

196. Create an Identity and Brand Consistency Across User Environments Modify Provisioned Site (or Templates) Based on Need Branding should make it easier, and more effective.

197. Focus on those on board/ready. People who already want it.

198. Make it Fun! Hold Contests, Scavenger Hunts and Other Activities

199. Use what they love. If they love using outlook focus on using that as a leveraging point.

200. Say “Thank You” It’s okay to be proud.

201. Reward super users with achievements. Then promote the desire to get rewards.

202. Create a SharePoint Showcase Good Idea! Where users submit and show off their SharePoint “Solutions”

204. Make it easier to work with

205. IS Use them.

206. What used to be GearUp… http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx The Kit is ! Buzz Sweet

207. Walk your own talk.

208. The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.

209. What to watch out for… The build it they will come approach will not work alone.

210. Planning for New Work and Growth

211. What about New Work & Growth?

212. Spend time in advance building a channel for new work. Avoid the flood.

213. Know your limits

214. Growyour team

216. Administrators(s)

217. Architect(s)

218. Business Analyst(s)

219. Project Manager(s)

220. Site Administrator(s)

221. Super Users(s)

223. The Outcome The SharePoint Implementation continues to grow, expand and provide more value.

224. What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.

226. Knowing the Limitations of the Software (When to use it/When not to)

228. Success Factors… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth Understand Business Needs and Map to Them Share Alignment, Vision and Expectations Use Measurements to Improve and Return More Use Team Work And Execute With Patterns Be Iterative, Leverage Everyone, and Respond Share the Value and Successes Manage your Capability and Priorities

230. Blog: www.rharbridge.com

231. LinkedIn: www.linkedin.com/in/rharbridge

232. Email me at: richard@rharbridge.com

233. My company: www.Allin.com