This document provides guidance on implementing Microsoft SharePoint for end users. It discusses SharePoint licensing options and costs, best practices for the implementation process, common usage scenarios, and tips for improving the user experience. The key steps outlined are to identify target users and use cases, form an implementation team including power users, educate end users, start with a small pilot, and establish a testing environment to validate changes before production.
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
WinDays 2009 - SharePoint For End Users - Shortcuts To Success
1. SharePoint for End Users
Shortcuts to success
Toni Frankola
Perpetuum Mobile d.o.o.
http://www.sharepointusecases.com
http://twitter.com/tonifrankola
2.
3. Quick poll
• My company is:
A. Microsoft Partner company
B. Small-Medium business (up to 500 employees)
C. Large business (more than 500 employees)
4. Quick poll (2)
• SharePoint – implementation status:
A. Not installed
B. Implemented, but work still in progress
C. Completed
5. Contents
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
6. Licensing
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
8. Licensing - prices
• Windows SharePoint Services 3.0
• Free
• SharePoint Server 2007 – Standard
• Server: $4424
• Per user (CAL): $94
• SharePoint Server 2007 – Enterprise
• Price same as for Standard
• + for each user (CAL): $75
• Enterprise licensing models!
10. SharePoint 2007 - Standard
• All WSS features and the following:
• Enterprise Search
• Web Content Management
• Records Management
• Portal Management
• Personalization (My Site)
11. SharePoint 2007 - Enterprise
• Features of Standard but also the following:
• Business Data Catalog
• BI and Excel Services
• InfoPath Web Forms
• Performance Point
12. Licensing – best practices
• Match edition to your needs
• Consult your licensing partner for best price
and licensing model
• Choose the right edition – best options:
1. The higher edition
2. 3rd party products
3. Custom development
13. Quick poll (3)
• We are using:
A. SharePoint Services 3.0
B. SharePoint Standard
C. SharePoint Enterprise
14. Office 2003
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
15. SharePoint 2007 with Office 2003
Application / Feature Office 2003 Office 2007
Word
Automatically updating properties NO YES
Write a blog post NO YES
Outlook
Synchronize items NO*
YES
(one way only)
Synchronize document libraries NO YES
Excel
Publishing Excel files as web pages NO YES
PowerPoint
Working with Slide Library NO YES
15
16. Best practices for Office 2003
• Do you need new features?
• Install Office prior to SharePointa
• Budget: Training end users for new Office
• Beware: You will need Office 2007 eventually
16
17. SharePoint Designer 2007
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
18. SharePoint Designer 2007
• Required for every implementation
• FREE as of April 1st 2009.
• Administration, design, workflows…
19. SharePoint team
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
20. SharePoint team – best practices
1. System administrator
2. Developer or “developer”
3. Consultant or “consultant”
4. Power users
5. End user/business user
21. What to do with your SharePoint?
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
23. Implementation – best practices
• Admin: “It’s installed go play with it!”
• Beep! Wrong! Horror!
• Questions:
• Who is going to use it?
• For what it is going to be used?
• How it will be used?
• You must have a buy-in from end users
• You are looking for usage scenarios!
24. Buy-in, what’s that?
• Recognize organizations’ problems
• Solve these step-by-step
• Cooperate with end users
• Start small (pilot for small group of users)
• Please note: SharePoint
implementation is not a single
project
25. For end users
• Educate them
• Make their job easier
• SharePoint that is not used by end users is not
in production!
26. Implementation – best practices
• Form an evangelist team
• Support team
• Apply an evolution model for your SharePoint
• Caution: SharePoint could grow out of
control!
• Solution: Governance plan!
27. Implementation – best practices (2)
• Give control only to educated
power users
• They are content owner
• It is their responsibility
• They should define structure
• You define rules
• Automate
28. Typical usage scenarios
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
29. Scenarios
• Typical ones:
• Managing (search) project documentation
• HR processes
• Help Desk management
• Contracts in legal department
• Replace paper based approvals and routing
• Central phonebook
30. Information architecture
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
40. Testing environment
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
42. Testing environment – best practices
• Same edition, SPs and features (test and
production)
• Run IT on a Virtual Hard Disk (demos and stuff)
• Test everything on test first!
43. Tricks and advices for best UX
3.
1. 2.
SharePoint
Licensing Office 2003
Designer
5.
6. 4.
What to do
Scenarios Team
with SP?
7. 8.
9.
Information Testing
UX
architecture environment
