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The Microsoft® SharePoint® Dichotomy
October 2013

Dave Cornwell
CEO
PleaseTech Ltd
Hello…
In 2012, PleaseTech published a Whitepaper entitled ‘Document Review and SharePoint
Document Collaboration’.
•
•

Based on research conducted during two major SharePoint conferences
Major findings:
• Respondents were broadly satisfied with their document review solutions, but
further questioning revealed many issues.

• Whilst the term collaboration was widely used, in reality expectations were low.

• This demonstrated that in the SharePoint community, education was still required.
We now ask…
What is the reality of document
collaboration in the SharePoint workplace?
Is there a mismatch between requirements and
provision?
Have opinions on SharePoint’s collaborative
capabilities changed?
The survey
In November 2012 and February 2013
PleaseTech attended two Microsoft’s SharePoint
Conferences as an exhibitor, where it also
conducted an attendee survey.

276
companies
completed
the survey
79% of
respondents
were from an IT
background

85% were
SharePoint
2010 users
What are we talking about today?
What the analysts are saying…
SharePoint collaboration – user confusion
Document collaboration – in more detail
A closer look at collaborative requirements v current provision
The final word
About PleaseReview & PleaseTech

Why?
“A firm’s ability to innovate is closely tied to its ability to
collaborate” Alan Pelz-Sharpe, 451 Research
What are the analysts saying?
According to Gartner, IT leaders have the opportunity to deliver business value in the
area of collaboration.
Research reports published by Forrester suggest there are gaps in the collaborative
offerings from the more established players in the market, such as SharePoint1.
Some people argue that SharePoint is just a glorified ‘network share’2.
Ovum writes, ‘document review is a specialist area and document management and
enterprise content management (ECM) platforms do not always include the required
level of management and control’3.

So the question is, are current collaboration tools delivering the value they
should?

1. Forrester, ‘SharePoint Enters Its Awkward Teenage Years’, Feb 2013
2. Dux Raymond Sy, CMS Newswire, Feb 2013
3. PleaseTech innovates in the review process, Ovum July 2013
Our survey said…
There’s confusion amongst users…
2/3rds of respondents agree that user adoption of
SharePoint is an issue

¾ say that SharePoint provides the document
collaboration requirements needed

There’s a 17% year on year increase in the number of
people stating they like SharePoint’s collaborative
capabilities
We asked: What are your perspectives on SharePoint’s collaborative capabilities?

72% say they like
SharePoint’s co-authoring
functionality

54%
44%

44%

90% of respondents believe
enhancing document
collaboration is important to their
organization

36%
24%

27%
22%

21%
9%

8%
1%

Strongly agree

Agree

Neutral

Disagree

SharePoint is easy to use
I like the document co-authoring functionality available with SharePoint 2010/Office 2010
Enhancing document collaboration is important to my organization

0.4%
LOOKING AT DOCUMENT COLLABORATION IN MORE DETAIL…

For 63%, document creation and
review is a part or significant part
of their jobs
Q: WHAT IS THE SIGNIFICANCE OF DOCUMENT CREATION & REVIEW IN YOUR JOB?

19.9%
17.4%
35.1%
27.5%

Not involved in the document production process
An insignificant part of the job
Part of the job
Significant part of the job
We asked: Typically, how many individuals are involved in editing/reviewing
documents (e.g. authors, reviewers, approvers etc.)?

56% of people have 6 or
more people involved in the
document review process…

18%

44%

6-10

0-5
27%

8%

11-19

27%

20+

For 27% of people, there are over 20
people involved in the reviewing and editing
of documents
The documents I work on are…

70% said the documents they work on
half

are business critical, with
agreeing
these documents are both large and
complex

52%

Complex and or large

64%
Time critical

71%
Business critical
How do you review and comment on content? Respondents could give multiple answers...

Many people involved in document collaboration are still using outdated
tools to review and comment on content…

56% email
47% ‘track
changes’

72% of respondents said they liked SharePoint’s coauthoring functionality, yet 2/3rds are not using it
A closer look at collaborative requirements v current provision

Only 35% have
this facility

82% think control
over who can do what
to where in a
document is
important

81% think
simultaneous access
to a document is
important

Less than 30% can

90% would like to be
able to see other’s
comments and
changes

85% think detailed
reporting is important

Only 15% have
access to reports

48% think it is critical
to work offline and
upload comments
when online again

88% think management
over the process is
important (automated
reminders & deadlines)

Only available to
31%

Less than 25% can

Only 16% can
Where existing processes fall short, the domino
effect causes poor

quality documents,
time delays and increased costs…

51%
of reviewers don’t give feedback
on time

35% 24% 26% 28% 13% 30%
Say the process
requires too much
time / effort

Proposed changes have
to be entered manually

Difficult to reconcile Reviewers overwrite
conflicting changes
other’s changes

Can’t capture review
metrics

Review cycles
delay publication

We asked: Which review issues does your organization face?
The final word
In 2012 only 42% of respondents were using SharePoint 2010. By the time
the 2013 survey was conducted, this figure had risen to 85%.
Evidence in the market corroborates this
There are still huge disparities between requirements and current provision.

Document
creation & review
plays a significant
role in 2/3rd of
respondents jobs

Less than 1/3
use SharePoint’s
co-authoring
tools

Over 90% work
outside their
‘collaboration
portal’

Respondents use outdated tools such as track
changes, hard copy format & email to collaborate
There is confusion over what SharePoint’s co-authoring platform delivers…
Document collaboration expectations remain
Real business value continues to evade many
User expectations have not evolved

low…
Need help to understand your document collaboration
requirements and to assess the processes your
organization currently has in place to meet them?
Take our document collaboration questionnaire…
http://www.pleasetech.com/collaborationquestionnaire.aspx
www.pleasetech.com
© 2013 PleaseTech Ltd. All rights reserved. This publication may not be reproduced
or distributed in any form without quoting PleaseTech Ltd and linking to our website
www.pleasetech.com. The facts of this report are believed to be correct at the time
of publication. Please note that the findings, conclusions, and recommendations
that PleaseTech delivers are based on information gathered in good faith, whose
accuracy we are not always in a position to guarantee. As such PleaseTech can
accept no liability whatever for actions taken based on any information that may
subsequently prove to be incorrect.

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SharePoint 2013 presentation

  • 1. The Microsoft® SharePoint® Dichotomy October 2013 Dave Cornwell CEO PleaseTech Ltd
  • 2. Hello… In 2012, PleaseTech published a Whitepaper entitled ‘Document Review and SharePoint Document Collaboration’. • • Based on research conducted during two major SharePoint conferences Major findings: • Respondents were broadly satisfied with their document review solutions, but further questioning revealed many issues. • Whilst the term collaboration was widely used, in reality expectations were low. • This demonstrated that in the SharePoint community, education was still required.
  • 3. We now ask… What is the reality of document collaboration in the SharePoint workplace? Is there a mismatch between requirements and provision? Have opinions on SharePoint’s collaborative capabilities changed?
  • 4. The survey In November 2012 and February 2013 PleaseTech attended two Microsoft’s SharePoint Conferences as an exhibitor, where it also conducted an attendee survey. 276 companies completed the survey 79% of respondents were from an IT background 85% were SharePoint 2010 users
  • 5. What are we talking about today? What the analysts are saying… SharePoint collaboration – user confusion Document collaboration – in more detail A closer look at collaborative requirements v current provision The final word About PleaseReview & PleaseTech Why? “A firm’s ability to innovate is closely tied to its ability to collaborate” Alan Pelz-Sharpe, 451 Research
  • 6. What are the analysts saying? According to Gartner, IT leaders have the opportunity to deliver business value in the area of collaboration. Research reports published by Forrester suggest there are gaps in the collaborative offerings from the more established players in the market, such as SharePoint1. Some people argue that SharePoint is just a glorified ‘network share’2. Ovum writes, ‘document review is a specialist area and document management and enterprise content management (ECM) platforms do not always include the required level of management and control’3. So the question is, are current collaboration tools delivering the value they should? 1. Forrester, ‘SharePoint Enters Its Awkward Teenage Years’, Feb 2013 2. Dux Raymond Sy, CMS Newswire, Feb 2013 3. PleaseTech innovates in the review process, Ovum July 2013
  • 8. There’s confusion amongst users… 2/3rds of respondents agree that user adoption of SharePoint is an issue ¾ say that SharePoint provides the document collaboration requirements needed There’s a 17% year on year increase in the number of people stating they like SharePoint’s collaborative capabilities
  • 9. We asked: What are your perspectives on SharePoint’s collaborative capabilities? 72% say they like SharePoint’s co-authoring functionality 54% 44% 44% 90% of respondents believe enhancing document collaboration is important to their organization 36% 24% 27% 22% 21% 9% 8% 1% Strongly agree Agree Neutral Disagree SharePoint is easy to use I like the document co-authoring functionality available with SharePoint 2010/Office 2010 Enhancing document collaboration is important to my organization 0.4%
  • 10. LOOKING AT DOCUMENT COLLABORATION IN MORE DETAIL… For 63%, document creation and review is a part or significant part of their jobs Q: WHAT IS THE SIGNIFICANCE OF DOCUMENT CREATION & REVIEW IN YOUR JOB? 19.9% 17.4% 35.1% 27.5% Not involved in the document production process An insignificant part of the job Part of the job Significant part of the job
  • 11. We asked: Typically, how many individuals are involved in editing/reviewing documents (e.g. authors, reviewers, approvers etc.)? 56% of people have 6 or more people involved in the document review process… 18% 44% 6-10 0-5 27% 8% 11-19 27% 20+ For 27% of people, there are over 20 people involved in the reviewing and editing of documents
  • 12. The documents I work on are… 70% said the documents they work on half are business critical, with agreeing these documents are both large and complex 52% Complex and or large 64% Time critical 71% Business critical
  • 13. How do you review and comment on content? Respondents could give multiple answers... Many people involved in document collaboration are still using outdated tools to review and comment on content… 56% email 47% ‘track changes’ 72% of respondents said they liked SharePoint’s coauthoring functionality, yet 2/3rds are not using it
  • 14. A closer look at collaborative requirements v current provision Only 35% have this facility 82% think control over who can do what to where in a document is important 81% think simultaneous access to a document is important Less than 30% can 90% would like to be able to see other’s comments and changes 85% think detailed reporting is important Only 15% have access to reports 48% think it is critical to work offline and upload comments when online again 88% think management over the process is important (automated reminders & deadlines) Only available to 31% Less than 25% can Only 16% can
  • 15. Where existing processes fall short, the domino effect causes poor quality documents, time delays and increased costs… 51% of reviewers don’t give feedback on time 35% 24% 26% 28% 13% 30% Say the process requires too much time / effort Proposed changes have to be entered manually Difficult to reconcile Reviewers overwrite conflicting changes other’s changes Can’t capture review metrics Review cycles delay publication We asked: Which review issues does your organization face?
  • 16. The final word In 2012 only 42% of respondents were using SharePoint 2010. By the time the 2013 survey was conducted, this figure had risen to 85%. Evidence in the market corroborates this There are still huge disparities between requirements and current provision. Document creation & review plays a significant role in 2/3rd of respondents jobs Less than 1/3 use SharePoint’s co-authoring tools Over 90% work outside their ‘collaboration portal’ Respondents use outdated tools such as track changes, hard copy format & email to collaborate
  • 17. There is confusion over what SharePoint’s co-authoring platform delivers… Document collaboration expectations remain Real business value continues to evade many User expectations have not evolved low…
  • 18. Need help to understand your document collaboration requirements and to assess the processes your organization currently has in place to meet them? Take our document collaboration questionnaire… http://www.pleasetech.com/collaborationquestionnaire.aspx
  • 20. © 2013 PleaseTech Ltd. All rights reserved. This publication may not be reproduced or distributed in any form without quoting PleaseTech Ltd and linking to our website www.pleasetech.com. The facts of this report are believed to be correct at the time of publication. Please note that the findings, conclusions, and recommendations that PleaseTech delivers are based on information gathered in good faith, whose accuracy we are not always in a position to guarantee. As such PleaseTech can accept no liability whatever for actions taken based on any information that may subsequently prove to be incorrect.