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The Seven Most Important Non Technical SharePoint Success Factors Presented By: Richard Harbridge @rharbridge
Who am I? I
Understanding the Non Technical The Biggest ReasonsSharePoint Projects Fail? Is necessary to avoid poor… ,[object Object]
Knowledge around Limitations of the Software 	(When to use it/When not to)
Estimation of Effort and Schedule Accuracy,[object Object]
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
Understanding the ‘Why’ and Making a Decision
Meet Joe Hi!
At Joe’s Company…
Decision Makers don’t have Enough Information
The CFO needs to Reduce Costs
IT Services Struggles to Keep Up
And People Are Having Trouble Finding What They Need
So Joe has an Idea!
We can solve our problems with technology!
What does Joe really knowabout his Company’s needs? Decision Makers don’t have Enough Information The CFO needs to Reduce Costs IT Services Struggles to Keep Up People Are Having Trouble Finding What They Need
Even if Joe understands the needs of his workplace…
Technology is never  the whole solution
Let’s say Joe does understand the needs of his organization What’s Next?
Research
Joe doesn’t really like research… This is boring…
So Joe decides… Awesome!    Not as awesome.
Since Everyone in Joe’s Company uses Microsoft Office…
SharePoint is the Perfect Fit!
Map the needs of the organization to the right technology…
Perform in depth product comparisons and evaluations
Like this  one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft alone has a quite a few… ,[object Object]
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics POS
Dynamics RMS
Dynamics SL,[object Object]
It’s not just a feature to feature comparison
So Joe does all that good research and…
SharePoint is a part of his overall Enterprise Technology Plan
The Outcome Joe has made an educated and informed decision based on the businesses needs.
What to watch out for… We have to define our needs carefully if we want to pick the right technology.
Achieving Buy In and Setting Expectations
Before we begin…
Let’s Talk About Perceptions
People See Different Things
Perceptions Impact Motivation
Joe is on a mission.
Joe has to convince IT Services, the CFO and Decision Makers
We are going to help Joe out with an exercise! Thanks!
What is the most important thing to IT Services?
COST OF OWNERSHIP
What are some ways we can convince IT Services?
Cost of Ownership (IT) The Biggest Point to Share is: ,[object Object],The Reality: ,[object Object]
SharePoint’s integration is invaluable to IT.
A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.,[object Object]
NUMBERS
What are some ways we can convince the CFO?
Lets Talk Numbers (CFO/Finance) The Biggest Point to Share is: ,[object Object],The Reality: ,[object Object]
Money can be invested to always generate a return.
You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.,[object Object]
Add Value
What are some ways we can convince Decision Makers?
Add Value (Decision Makers) The Biggest Point to Share is: ,[object Object],The Reality: ,[object Object]
Productivity gain can be difficult to measure, as can reduction in waste.,[object Object]
Map Solutions to Objectives  Direct Relationship	Indirect Relationship
Explain Information Overload Information Information Information Information
Explain Scalable Architecture
What’s the expectationwe have to set?
It Takes Time
SharePoint Solutions (Evolution) *Super Simplified
The Outcome Joe has achieved momentum and buy in.
What to watch out for… Joe must carefully manage expectations and maintain the momentum.
Determining and Supporting ROI
What about this guy?
How do we get here?
METHODS FOR EVALUATING ROI Return on Investment
Evaluating With Discounted Cash Flow ,[object Object]
Remember to ‘discount’ values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future.,[object Object]
Evaluating with Monte Carlo Analysis
There are different ways of calculating ROI evaluate what works best for you This is almost as boring as research…
ROI Advice and Tips
Excel has wonderful Formulas
The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty
Examples ,[object Object]
I have an easy requirement. It’s a 2 in difficulty (out of 10).
The expected value of the difficult requirement is 4 (out of 10).
The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty
ROI (traditionally) Measures Financial Impact
ROI analysis doesn’t cover ‘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
Example of Non-Financial Measurement
Public Statisticscan help… ,[object Object]
30% of a typical workers day is spent searching for information.
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
Statistics within the Organization are better. ,[object Object]
4 out of 5 of our workers do not know that we have an employee disaster relief fund.
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
Break it down.
IS  Use them.
SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx
Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx
MEASURE THE RIGHT THING
What you don’t want. Don’t lose perspective.
The Outcome Joe is measuring effort effectively to improve return on investment.
What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.
Implementing Successful Governance
What is Governance?
GOVERNANCE IS REQUIRED
What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.
Without Governance
So how do we do it?
Teamwork is Key There are typically 5 teams for SharePoint Governance: ,[object Object]
Technical Strategy Team
Tactical Teams:
Tactical Operations Team
Tactical Development Team
Tactical Support Team,[object Object]
I think I see a Pattern.
Executing Governance
The Result:
Governance Documentation ,[object Object]
Objectives/Priorities (Tech/Business),[object Object]
Disaster Recovery Plan
Deployment Process, Policies, and Schedule
Storage and Quota Policies
Monitoring Plans
Maintenance Plans
Service Level Agreements
Etc…,[object Object]
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
MySite Policies (Pictures)…,[object Object]
Workflow Policy
SharePoint Designer Policy
Development Standards
Testing Requirements
Etc…,[object Object]
Governance Checklist
TechNet, Community and More..
With Governance
The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes
What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.
Approaching and Supporting SharePoint
What is the best approach for SharePoint Implementations?
ITERATIVE APPROACH
Why Iterative? ,[object Object]
It takes time to understand SharePoint.
SharePoint is great for rapid prototyping, and for proof of concept work.
It ensures there is enough time to review, adjust, and communicate.,[object Object]
TheCommunicationPlan ,[object Object]
Helps keep communication focused.
Helps prevent unwanted surprises.,[object Object]
Explain as much as you can (Pros/Cons).
Solidifies decisions and allows themto explain to anyone who asks.
Ask every question three times in three different ways. ,[object Object]
Don’t forget you aren’t superman. (Sorry Joe)
Multiple Tiers for Escalation (You can’t know everything)
Measure Support Learn and use data to be proactive.
Diversify Support resources/mediums ,[object Object]
Online
MSDN
TechNet
Blogs
Cheat Sheets
One on One
Classroom Training

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Richard Harbridge: 7 SharePoint Success Factors

Editor's Notes

  1. My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you. 
  2. You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
  3. Ask every question three times in three different ways - Might get it wrong, might be mis-estimating their technical vocabulary/abilityUse Pictures - Pictures and moreeee pictures.
  4. Dependancy also works.
  5. A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening