Live Webinar by Sanjeev Samala on SharePoint - ECM and Social Collaboration and Networking

1. Live Webinar
ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
Sanjeev Samala
Senior Technical Architect
Patni Computer Systems Ltd
www.patni.com
http://sanjeevsamala.blogspot.com/

2. Topics
*Note: 1) All company logos and product names mentioned herein may be trademarks and/or registered trademarks of their respective companies.
2) All the views expressed here are purely of presenter and doesn’t reflect that of company (Patni) and/or others

3. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
TRENDS AND MARKET SCENARIOS

4. The World Is Changing To A New Information Model…
OLD MODEL
Need previous knowledge of
the data structure, location, or
author in order to find
information need to share
need to know NEW MODEL
Find, create, or ask for information from
Find, create, or ask for information from
anywhere or anyone on any network using
anywhere or anyone on any network using
any device
any device

5. IT Era Evolution
Autonomic Trust
Systems
Natural
Language
Intelligent Understanding
ecommerce software
agents Wearable
Internet
Mid-Range Computing
C/S
Web 3.0
Web
1970 1980 1990 2000 Services 2010 2015
Pervasive
Mainframe SOA Computing
Semantic Web 2.0
Web Web
Personal SaaS Adaptive
computer Systems
Google Web 1.0

6. Technology as Enabler
Thank God! Everything is
done for me!

7. Wearable Computing..because of Technology..

8. Gartner IT predictions : Emerging Trends Radar

9. The Web Widens…Vision 2020

10. Glimpse into the 2010
*Source : Gartner

11. ECM & Collaboration

12. ESCN 2.0 : Key Market Pointers
Firms across both
North America and
Europe are
aggressive adopters
of Enterprise Social
Networking
Big global
enterprises are
actively adopting
Enterprise Social
Networking as
compared to their
smaller counterparts
*Source: Forrester Research, Inc.

13. IT Budget v/s Market Spending

14. ECM and ESCN 2.0

15. ECM Market structure and Vendor Share
Source: Gartner

16. ECM Market and Leading Vendors
The market's
Growth Rate
return to
of 9.5% thru
stronger growth
2013
(double digit) is
expected to
start in 2010
Worldwide
ECM software
revenue
exceeding $5.1
billion by 2013
Source: Gartner

17. ESN 2.0 is for real and is happening…
Despite recession and being only 3 years old in the technology market, Enterprise Social Networking has come of age
with nearly one in two businesses deploying it for employee collaboration and productivity goals
Large, globally distributed businesses- Global 2000 are voraciously deploying and using social networking to address
long-standing and pressing issues related to collaboration within their workforce
A powerful nexus of technology and end user participation is resulting in high organizational effectiveness!

18. ESN 2.0 : Truly user-driven than IT-driven!
The push for ESN is coming from the
bottom making it a true end user
phenomenon…
phenomenon…

19. What do organizations really
want from ESCN 2.0 ?
Organizations are looking at creating highly collaborative and agile
Strategic work environments to be quickest and smartest in responding to
advantage market situations
Holistic reduction in IT
Holistic reduction in IT
IT departments in full throttle to cut costs; Opportune time to costs related to
costs related to
look at cloud-based social networking as the mode of delivery. employee
employee
collaboration &
collaboration &
productivity
productivity
Robust
Robust
knowledge
knowledge Corporations want to deploy enterprise 2.0 tools to effectively
management
management capture and share collective knowledge through social networking
capabilities
capabilities initiatives

20. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
BUSINESS DRIVERS
&
CHALLENGES

21. Business Drivers and Technical
Challenges
External
Wikis, Corporate blogging
User options
& Facebook, Enterprise
Network effects
search
Social networks,
Business blogging,
and Business
customer communities
tagging
Office 2.0, Ruby on Rails Enterprise 3.0
APIs, XML applications
Technica
Ajax/Flash/Silverlight SaaS, perpetual Beta
(Gmail), SOA
l
Open source platforms

22. Adoption elements to make collaboration relevant..
Alignment • Aligned with Business Imperatives.
Culture • Recognize, Respect and Reward
Commitment • Organization (Top Management) Keen-ness
Sustenance • Keep at it
Involvement • Senior Leadership Involvement and Steering Committee
• Necessary to promote to have a vibrant organization.
Innovation
However, need to ‘define’ innovation in Company's context
What is in it for me? • Meant also for the Individuals.

23. Local v/s Global FOCUS
Building the Enterprise for the Future
Source : IBM Global CEO Study : n (global) = 747

24. Web 2.0 usage in Business
Source : AIIM 2009

25. Enterprise 2.0 alignment with Business
Source : AIIM 2009

26. ECM, ESCN 2.0 – Plan for next 12 months
Source : AIIM 2009

27. SharePoint is the TOP most in Use
Source : AIIM 2009

28. Key Drivers for adoption
Source : AIIM 2009

29. Challenges for Implementation
Source : AIIM 2009

30. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
SHAREPOINT 2010
NEW FEATURES

31. MOSS 2010 – New Features
Enterprise Social Networking – Web 2.0 components for SharePoint 2010
Integration with
Portal Features Enterprise Search Personalization Collaboration
Enterprises LOB
User Profiles My Search My Site Ask Expert Single Sign-on
MS exchange - Outlook /
Audience Profiling Rating / Comments My Contacts Discussion Forms
Calendars
People and Federated
Team Sites My Colleagues Wiki / Blogs Apps-Workflows
Search
Content Search Ranking / Relevance My Favorites Survey / Voice / Polls LOB Apps
Alternative / Best Bets
Email Management My Dashboards Instant Messaging ERP / SAP
Suggestions
Community of Practice Summary (Refinement
My Links and Subscription Podcasts / RSS Feeds 3rd Party Apps
(CoP) Panel)
Enterprise Content Management (ECM) components for SharePoint 2010
Web Content Digital Assets GREEN & Hosting
Record Management Others
Management Management Features
Content Publishing Record Archival Document Imaging SaaS - SharePoint Online Business Intelligence
Content Authorizing Managed Meta Data Digital Signature Integrated with Office 2010 Analytical Reporting
KPI / Dashboards (Visio
Document Converters Usage Management Digital Authentication Supports Virtualization
Services)
Document Ratings Retention Policies Secure Distribution High Availability Export / Import Data
Content Management
Content Creation Coders, Decoder and
Governance and Taxonomy Scalable and Robust Interoperability
Experience Transformers
Services
Document Sets Content Organizer Remote BLOBs Legal / Compliance

32. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
ARCHITECTING & DESIGN
WITH MOSS 2010

33. Architecture & Design Elements
q Collaboration Principles – Online and Offline
q Content Creation, Publishing and Distribution Channels
q Security – Authorization and Access Model
q Taxonomy and Governance
q Workflows and Role holders
q Content Organization
ü Library Services / DAM / RM
ü User Interface (Desktop, Web, Mobile, TV and etc)
ü Auditing, Tracking, Reporting
ü Review, Approval Cycle
ü Confidentiality and Compliance
q Technology
ü Infrastructure Planning & Setup
ü Product Installation and Configuration
ü Integration with LOB and 3rd Party systems
ü Customization ( OOB Feature extensions)
ü Archival and Retrieval with Backup and BCP/DR
ü Support and Helpdesk (L1 / L2 / L3 and L4 tickets)

34. Building Blocks of SharePoint Architecture

35. Plan Search
v Define Search Requirements
q What should be searchable – Content Source?
q Scope of Search (Basic and Advance)
q Managed Properties – Meta Data Property Mapping
q Best Bets, Key Words, Synonyms, Alerts and Crawl Rules
q Authorized Pages
v Define Meta Data
q How Contents are related
q How Meta data can help to “Roll CALL” contents

36. Plan…
v Taxonomy
q How content are arranged – structure and hierarchy
q How content are rolled up – Naming and Tagging
q How repurposing happens – Grouping and mapping
q What are content policies related to retention, expiry and disposal
q Auditing and Monitoring of records and versioning
v Security
q How to form groups/sub-groups and categories to provide Access
q How users are going to access the content and sites – Authentication model
q What are roles and rights of content management – Authorization model
v Environment
q What Deployment Model to Follow – 32bit or 64Bit, VM-Ware and Hosting solutions – IaaS, PaaS,
SaaS and Cloud
q Clustering, NLB and WFE Server Topology

37. Plan Non-Functional Requirements (NFRs)
q How much data volume can we store?
q How many users (including concurrent) can our environment support?
q How much hardware do we need i.e. Servers, Network devices and etc.?
q How many sites, Applications can we run on our servers?
q How to validate design (Patterns used)?
q What 3rd Party tools to procure and how to configure and use it?
q How can we measure various Metrics including performance?
q How do we plan our future storage and performance needs?
q Who are the end users? (Internal and External), determine usage?
q How they will use the solution?
q What are different use-case scenarios
q Where are end users located (Bandwidth, Latency, Payload)
q Downtime and SLAs – Measuring availability
q Monitoring and Troubleshooting Tools and Techniques
q Disaster Site Topology – Replicate & Mirror Production site?
q What are the SLA levels for BCP/DR – Country / Site / Data and Facility?
q What are Business Continuity Metrics defined – 99.99 %, 99.00%?
q Backup Cycle based on the Time Zone or pre-fixed / scheduled?
q How Risk Mitigation Plan defined?

38. Design for Future

39. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
TESTIMONIES

40. Here is what some of BIG Firms are doing in ESN 2.0
Companies Initiative Description
Large Consumer Employee of the Future 3 Year Program driving tech
Products/Goods standards supporting tomorrow’s
Company employees
Large Beverage Facebook Presence Increasing brand ubiquity
Company
Large IT Provider Collaboration Net Decrease Real Estate costs and
increase in home based working
Large Airline “Facebooking” of Connecting with customers,
Applications decreasing average age of target
market
Microsoft ‘Docs.com’ Document sharing for Facebook
Users

41. Implementation Roadmap for ESN 2.0 and ECM
Validate the Concept using few
ESN & ECM components
Pilot
Implement the Web 2.0 Solution
for a limited user base
Organization wide roll-out of a
Roll-Out
comprehensive Solution for all
users

42. Best Practices & Standards
Right Goveranance
Right Goveranance Enable Users
Enable Users Build Applications
Build Applications Invest Upfront
Invest Upfront
§§ Team should have:
Team should have: §§ Create Evagelists in
Create Evagelists in §§ CTOS / Build
CTOS / Build §§ Set up Infrastructure
Set up Infrastructure
§§ Evangelists (Users)
Evangelists (Users) Business Functions
Business Functions applications for
applications for for Rapid Growth –– This
for Rapid Growth This
§§ Dev Team
Dev Team business silos that
business silos that has a Viral Aspect
has a Viral Aspect
§§ Power Users
Power Users §§ Educate the
Educate the cannot be handled in
cannot be handled in
§§ Support Team Evangenlists first
Evangenlists first ERP’s
ERP’s §§ Set Up Dev, Test, QA
Set Up Dev, Test, QA
Support Team
and Prod Environment
and Prod Environment
§§ Create Usage Scenarios §§ Create Self Learnings
Create Self Learnings §§ However these
However these in the beginning
in the beginning
Create Usage Scenarios
with Business Functions opportunities
opportunities applications are
applications are
with Business Functions
integrated with ERP
integrated with ERP §§ This is not a “Skunk
This is not a “Skunk
§§ IT Defines Rules, Users §§ Apply an Evolution
Apply an Evolution Project”
Project”
IT Defines Rules, Users
define Structure Model
Model §§ Email Integration is key
Email Integration is key
define Structure
§§ Create a Support
Create a Support
§§ Users are the content §§ Create a Common Set
Create a Common Set §§ Look for Scenarios to
Look for Scenarios to Organization including
Organization including
Users are the content
Owners of Rules that everybody
of Rules that everybody enable:
enable: Help Desk from Day 1
Help Desk from Day 1
Owners
signs up for
signs up for §§ Project management
Project management
§§ Provide Support –– small Portal
Portal §§ Train, Train and Train
Train, Train and Train
Provide Support small
things like §§ Remember this isn’t
Remember this isn’t §§ CAPEX Automation
CAPEX Automation
things like
authentication can
authentication can “Facebook”
“Facebook” §§ HR Automation
HR Automation
cause adoption issues
cause adoption issues §§ Fin Automation
Fin Automation
Social Applications will enable
Applications will enable
System not used by Users Social Social Networking / Redo of any aspect is
System not used by Users Networking/Collaboration
Networking/Collaboration Social Networking / Redo of any aspect is
is not in Production
is not in Production Collaboration everyday
Collaboration everyday hugely expensive
hugely expensive
can grow out of control
can grow out of control usage
usage
ESN 2.0 and ECM Implementation is not a single project but a series of small ones

43. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
CASE STUDY
COLLABORATION & PORTALS

44. Case Study : Scope of Work
BUSINESS
§ High Application maintenance and Cost
low reliability
No change in application
§ Lack of application traceability functionality
Business Case
Application Performance
§ High Cycle time for enhancements
CTQ
EXECUTION
§ Lack of expertise to support LOB
Enhancements Leveraging existing
infrastructure
§ High cost of ownership
Focus on Automation
§ Out of sync with existing Minimum involvement of
technology trends Business users

45. Case Study : Functional Understanding
Collaboration Portal
(Internal / External)
Employees Sign in My Home
& Portal Page
credentials
Stakeholders
My Profile SAP
Profile page
My Documents
- Records -
- Statements -
- Reviews -
- Workflow -
User Information
My Statements
My Favourites
LOB
My Search / Alters
My Contacts/ Digital
Records

46. Evaluation Parameters based on Client requirements
Integration Features
§ Interface with SAP
§ Interface with LOB
§ Interface with BizTalk
§ Interface with Office
§ API for other 3rd Party Apps
§ Workflows and Alerts
§ Support Flat-File-Types
§ Import / Export of Data to XLS
Reporting and Dashboard
§ Quick Reporting for End-User
§ System Reports (Admin/Audit)
§ BI Reporting
§ Import / Export to XLS
§ Parameter base KPI’s
§ Graphs and Charts support
§ Detail Drill-downs and Summary

47. Product Comparison & Evaluation Summary

48. Case Study : Analysis by Key Parameters

49. Case Study : Cost, Custom v/s OOB

50. Case Study : Solution Schedule & Timelines

51. Case Study : Solution Summary
Benefits
q Internal and External Collaboration
q Basic Workflows related to content creation and alerts
q Enterprise Search
q Digitization of Documents
q Interface with SAP : Finance Model
q Taxonomy and Governance
q Quick Reporting and Dashboards with KPIs
Why SharePoint Solution!
q Aligned with Clients – Technology Stack (SQL, BizTalk and AD)
q Mapped up-to 70% OOB features – Faster Implementation (Cost Savings)
q SharePoint ranked as #1 collaboration tool and ECM solutions for Enterprise
q And Microsoft has a VERY strong roadmap for SharePoint 2010 and beyond

52. ECM
SOCIAL COMPUTING
&
NETWORKING 2.0
(ESCN 2.0)
CASE STUDY
ECM SOLUTIONS

53. Case Study : Large MNC (Mobile Company)
Creating an Online Experience Worth Talking About
WATCH
be entertained
research buy
EDUCATE get help gab
Imagine a comfortable place to…
connect
SHARE
play tell it like it is
partner
learn talk
teach
vent
In short, a better way to explore mobile devices online.

54. SharePoint Framework for Quick Deployment
MOSS-OOB Features
• Single Gateway for all
Applications
• Authentication and Role based
Authorization is inherent
• Integration capabilities with
other systems
• Extensive Search capabilities
• Collaboration features like Blogs,
Discussion Forums, Chats etc.
• Document Management
capabilities
• Personalization
• Trigger Emails, Alerts and
Reminders

55. Case Study : ECM - MOSS Technical Architecture

56. MOSS Feature usage and Future scalability
• Manage diverse stakeholders &
95% team structures across and
outside organization
Unified • Orchestrate business process
Communication and workflows
& Collaboration • Secure information and control
data integrity
• Common view of enterprise data
SharePoint
• Integrated content and Server
business processes
• Facilitate structured
document authoring
and collaboration Enterprise
Content Business
• Address compliance Intelligence
Management 40%
requirements
• Better records and • Analyze information with
information management 55% powerful and familiar tools
• Effectively communicate • Accelerate decision making
with employees, across the enterprise
partners, and customers • Faster product launch
• Effective management of • Effective product
multi-lingual portal performance analysis

57. Recommendation and Conclusion

58. Source & Reference
qwww.sharepoint2010.microsoft.com
Thanks to Our Sponsors
qwww.technet.msdn.com
qwww.aiim.org IOTAP
qwww.gartner.com WILEY-INDIA
qwww.forrester.com
WINSHUTTLE
qwww.patni.com
Acknowledgements:
1) Rajendra Shekhawat - SharePoint Saturday India Host
2) Ajit Mahajan – Research Analyst @ Patni
3) Rahul Pandare - Research Analyst @ Patni
4) Sushil Paigankar – ECM Practice Head @ Patni

59. Q&A
Sanjeev Samala
Senior Technical Architect
Microsoft SharePoint Practice
Patni Computer Systems Ltd.,
SDF 7, Unit 19, Seepz, Andheri (E)
Mumbai : 400 096, India
www.patni.com
Email : Sanjeev.Samala@patni.com or samalasa@gmail.com
Blog : http://sanjeevsamala.blogspot.com and www.patniblogs.com
Member : www.aiim.org
Follow me @ : http://twitter.com/samalasa

60. ECM & E 2.0 with MOSS 2010