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Ten Steps to Creating a SharePoint 
Support Model 
Geoff Evelyn
IDENTIFYING THE PROBLEM 
“Good Customer service should be non-negotiable and service 
providers shouldn't hide behind self-service tools and technology when 
it comes to knowing their products and taking care of their customers” 
“70% of buying experiences are based on 
how the customer feels they are being 
treated“ (McKinsey) 
“It takes 12 positive customer experiences to 
make up for one negative experience” 
(Parature) 
“89% of customers have stopped 
doing business with a company 
after experiencing poor customer 
service” (RightNow Customer 
Experience Impact Report)
In this session we will solve the problem 
• Practical techniques for creating first class SharePoint support 
environments 
• Strategic and Measured approach for the creation of a support 
model 
• Ten key steps in building support built on 
• What needs to happen? 
• Why does it need to happen? 
• Where should it happen?
• Identify Staff Capability 
• Current Skills 
• Required Skills 
• Build an Inventory 
– Map SharePoint 
– Map Integration Services 
– Infrastructure 
– Contacts
Ten Steps to Creating SharePoint Support
A SharePoint Customer is anybody who consumes 
what they perceive you have produced… 
What is a Customer? 
Whether or not the customer ’s 
perception is correct… 
Whether or not you had 
produced it… 
Whether or not you had 
intended to produce it…
• Build the Customer Map 
• Identify Customer Importance 
• Language 
Chief Executive 
Corporate 
Executive 
Communications 
Procurement 
HelpDesk 
Operations 
SharePoint 
Support 
Finance 
Strategy 
Engineering 
D = Decision maker 
I = Influencer 
C = Consent 
P = Player (target for Training) 
+ = Positive attitude 
- = Negative attitude 
O = neutral attitude 
I = attitude unknown 
+D 
-I 
+C 
?D 
?D 
+I 
? I/P 
+ + D 
?C/P/I 
Legal 
+ + D
Ten Steps to Creating SharePoint Support
• Market SharePoint Support 
• Establish Call Procedures 
• Setup Training and Awareness 
Channels
Ten Steps to Creating SharePoint Support
• Confirm where ownership of request 
lies 
• Chart the work and showcase 
• Ensure Customer feedback
Ten Steps to Creating SharePoint Support
• 360 degree feedback 
• Use UAT to confirm success 
• Analyse Failures and 
Successes 
• Be Proactive!
Ten Steps to Creating SharePoint Support
• Justify ROI 
• Time taken to solve 
• Lost user productivity 
• Record resolutions 
• How Do I 
• FAQs 
• SharePoint Helpdesk 2013
Ten Steps to Creating SharePoint Support
• Build Business Rules 
• Policy aids Standards 
• Establish or use existing 
Change Control Mechanisms 
• Develop Statement of 
Operations
Ten Steps to Creating SharePoint Support
Results 
Solutions 
Priorities 
Quality 
surveys 
Enquiries 
Solutions 
Complaints 
Impressions 
Complaints 
THE OUTSIDE WORLD 
USERS 
HELPDESK 
SHAREPOINT RESOLVERS 
Resource 
requests 
Influencer 
marketing 
Results 
Resource 
requests 
SUPPORT 
ADMIN 
Commercial 
pressures 
Commercial 
pressures 
• Get Out and Mix 
• Create Channels and 
Utilise 
• Evangelise your Support 
offerings 
• Learn Customer 
Language
Ten Steps to Creating SharePoint Support
• Don’t just Survey everyone 
• Carry out Random Phone 
Polling 
• Consider Participation Rewards 
• Conduct and LISTEN to what 
people say
Ten Steps to Creating SharePoint Support
• Review and Schedule 
• Repeat steps 1 to 9 
• Be aware of the solution 
delivery model
Ten Steps to Creating SharePoint Support
Summary 
• Customer Centricity is key to support delivery 
• Support Model should ultimately achieve enhanced User 
Productivity 
• Support is not just for Problem Solving, it’s for continuously 
anticipating and enhancing the user experience
Resources 
BOOKS: 
• SharePoint 2013 User Adoption and Governance, 
Chapter 8 
• Managing and Implementing SharePoint 2010 
Projects 
Other Resources 
SharePoint 2013 Helpdesk Site Template 
http://www.sharepointgeoff.com/sharepoint-2013-helpdesk-site-available/ 
Starting off a successful SharePoint Platform Support model 
http://www.sharepointgeoff.com/starting-off-a-successful-sharepoint-platform-support-model/ 
7 ways of identifying a Super-Duper SharePoint Support Person 
http://www.sharepointgeoff.com/7-ways-of-identifying-super-duper-sharepoint-support-person/ 
How much knowledge do you have to support SharePoint? 
http://www.sharepointgeoff.com/how-much-knowledge-do-you-have-to-support-sharepoint/ 
Office365 Support Offering 
http://technet.microsoft.com/en-us/library/office-365-support.aspx
It’s SharePointGeoff! 
thank you. 
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 
ZAGREB, 10/15/2014 - 10/16/2014 
• Home: http://www.sharepointgeoff.com 
• Email: geoff@geoffevelyn.com 
• Twitter: @geoffeve 
• Yammer: Geoff Evelyn 
• Been using SharePoint since 2003 ! 
• 3 x SharePoint MVP 
• Author: 
• SharePoint 2013 User Adoption and Governance 
• Managing and Implementing SharePoint 2010 Projects 
• M.O.S SharePoint 2010 Study Guide 
• Co-Author M.O.S Microsoft Office 2010 Study Guide 
• Institutions: 
• Analysts and Programmers 
• Information Management Systems 
• Engineering Technology 
• Chartered Institute of Information Technology
Questions? 
questions?

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Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

  • 1. Ten Steps to Creating a SharePoint Support Model Geoff Evelyn
  • 2. IDENTIFYING THE PROBLEM “Good Customer service should be non-negotiable and service providers shouldn't hide behind self-service tools and technology when it comes to knowing their products and taking care of their customers” “70% of buying experiences are based on how the customer feels they are being treated“ (McKinsey) “It takes 12 positive customer experiences to make up for one negative experience” (Parature) “89% of customers have stopped doing business with a company after experiencing poor customer service” (RightNow Customer Experience Impact Report)
  • 3. In this session we will solve the problem • Practical techniques for creating first class SharePoint support environments • Strategic and Measured approach for the creation of a support model • Ten key steps in building support built on • What needs to happen? • Why does it need to happen? • Where should it happen?
  • 4.
  • 5. • Identify Staff Capability • Current Skills • Required Skills • Build an Inventory – Map SharePoint – Map Integration Services – Infrastructure – Contacts
  • 6. Ten Steps to Creating SharePoint Support
  • 7. A SharePoint Customer is anybody who consumes what they perceive you have produced… What is a Customer? Whether or not the customer ’s perception is correct… Whether or not you had produced it… Whether or not you had intended to produce it…
  • 8. • Build the Customer Map • Identify Customer Importance • Language Chief Executive Corporate Executive Communications Procurement HelpDesk Operations SharePoint Support Finance Strategy Engineering D = Decision maker I = Influencer C = Consent P = Player (target for Training) + = Positive attitude - = Negative attitude O = neutral attitude I = attitude unknown +D -I +C ?D ?D +I ? I/P + + D ?C/P/I Legal + + D
  • 9. Ten Steps to Creating SharePoint Support
  • 10. • Market SharePoint Support • Establish Call Procedures • Setup Training and Awareness Channels
  • 11. Ten Steps to Creating SharePoint Support
  • 12. • Confirm where ownership of request lies • Chart the work and showcase • Ensure Customer feedback
  • 13. Ten Steps to Creating SharePoint Support
  • 14. • 360 degree feedback • Use UAT to confirm success • Analyse Failures and Successes • Be Proactive!
  • 15. Ten Steps to Creating SharePoint Support
  • 16. • Justify ROI • Time taken to solve • Lost user productivity • Record resolutions • How Do I • FAQs • SharePoint Helpdesk 2013
  • 17. Ten Steps to Creating SharePoint Support
  • 18. • Build Business Rules • Policy aids Standards • Establish or use existing Change Control Mechanisms • Develop Statement of Operations
  • 19. Ten Steps to Creating SharePoint Support
  • 20. Results Solutions Priorities Quality surveys Enquiries Solutions Complaints Impressions Complaints THE OUTSIDE WORLD USERS HELPDESK SHAREPOINT RESOLVERS Resource requests Influencer marketing Results Resource requests SUPPORT ADMIN Commercial pressures Commercial pressures • Get Out and Mix • Create Channels and Utilise • Evangelise your Support offerings • Learn Customer Language
  • 21. Ten Steps to Creating SharePoint Support
  • 22. • Don’t just Survey everyone • Carry out Random Phone Polling • Consider Participation Rewards • Conduct and LISTEN to what people say
  • 23. Ten Steps to Creating SharePoint Support
  • 24. • Review and Schedule • Repeat steps 1 to 9 • Be aware of the solution delivery model
  • 25. Ten Steps to Creating SharePoint Support
  • 26. Summary • Customer Centricity is key to support delivery • Support Model should ultimately achieve enhanced User Productivity • Support is not just for Problem Solving, it’s for continuously anticipating and enhancing the user experience
  • 27.
  • 28. Resources BOOKS: • SharePoint 2013 User Adoption and Governance, Chapter 8 • Managing and Implementing SharePoint 2010 Projects Other Resources SharePoint 2013 Helpdesk Site Template http://www.sharepointgeoff.com/sharepoint-2013-helpdesk-site-available/ Starting off a successful SharePoint Platform Support model http://www.sharepointgeoff.com/starting-off-a-successful-sharepoint-platform-support-model/ 7 ways of identifying a Super-Duper SharePoint Support Person http://www.sharepointgeoff.com/7-ways-of-identifying-super-duper-sharepoint-support-person/ How much knowledge do you have to support SharePoint? http://www.sharepointgeoff.com/how-much-knowledge-do-you-have-to-support-sharepoint/ Office365 Support Offering http://technet.microsoft.com/en-us/library/office-365-support.aspx
  • 29. It’s SharePointGeoff! thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 10/15/2014 - 10/16/2014 • Home: http://www.sharepointgeoff.com • Email: geoff@geoffevelyn.com • Twitter: @geoffeve • Yammer: Geoff Evelyn • Been using SharePoint since 2003 ! • 3 x SharePoint MVP • Author: • SharePoint 2013 User Adoption and Governance • Managing and Implementing SharePoint 2010 Projects • M.O.S SharePoint 2010 Study Guide • Co-Author M.O.S Microsoft Office 2010 Study Guide • Institutions: • Analysts and Programmers • Information Management Systems • Engineering Technology • Chartered Institute of Information Technology

Notas do Editor

  1. PA TO EXEC
  2. TV SHOP
  3. SQL GUYS
  4. BOX OF COPIES
  5. FARMER
  6. Go back to step 1 every four to six months and review the whole setup