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SharePoint 2010 Readiness

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Chris Riley ☁
Chris Riley ☁

This document outlines a presentation on preparing for an enterprise implementation of SharePoint 2010. The presentation covers assessing needs, new features in SharePoint 2010, choosing the appropriate licensing and version, pre-implementation planning tasks like governance, infrastructure assessment, site taxonomy design, and metrics for success. It also discusses implementation approaches, driving user adoption, best practices, and common pitfalls to avoid. The presentation provides resources for learning more about SharePoint 2010 and scheduling a consulting engagement.

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SharePoint 2010 Readiness:Preparation for Enterprise Implementation
SpeakersMichael Van CleaveSr. Architect & Practice Lead MCT, MCPD, MCTS, MCSD.NET Paul Papanek StorkSharePoint MVP & Author Chief Architect & Practice LeadMBA, MCT, MCSE, MCSD, MCDBA, MCTS, MCITP, MCPD…
AgendaAssessing your needsWhat’s New in SharePoint 2010Choosing the right version / licensingPre-Implementation PlanningGovernance and PoliciesAssessing your existing infrastructureDesigning a TaxonomyEstablishing Metrics for SuccessImplementation Approach & AdoptionDIY, Outsourcing, etc.Driving User AdoptionBest Practices/Avoiding Common Pitfalls
What’s New in SP2010Too much to cover in a quick overviewA few important changes for everyone:Fluent User Interface (the Ribbon)Sandboxed SolutionsClaims based AuthenticationManaged Metadata ServiceSocial Computing improvementsFeel free to ask about other new features in SP2010 and we’ll talk about these during the Q & A…
Which Version is Right for you?SharePoint Foundation Platform for collaborationFoundation for Web-based applications SharePoint Server StandardEverything in FoundationEnterprise Content ManagementSharePoint Server EnterpriseEverything in SharePoint Server StandardBusiness Intelligence for the EnterpriseStandard or Enterprise licenses for the Internet
SP 2010 Quick Overview
Audience SurveyWhat is your primary role in implementing SharePoint 2010?Decision Maker, Influencer or SponsorAdmin, Architect or DeveloperAnalyst or End UserConsultant
Pre-Implementation TasksCreate a Governance TeamChoose people from different areas of the company with a vested interest in projectUnderstand and Document your NeedsInventory content and content sourcesEvaluate the infrastructure (Hardware, AD, etc.)Identify business problems & opportunitiesOutline Line of Business Applications that will integrate with SharePointCreate written requirements – don’t “wing it”!
Pre-Implementation PlanningWho will need to access SharePointWill all the users be accessing the servers internally? Externally? Both?How many users are you anticipating?Availability and RecoveryWhat type of SLA’s will you have on downtime?How often will you be backing up your SharePoint environment (RPO/RTO)Will some sites in your structure have different recovery objectives than others? Will you be moving to Office 2010 or using any 3rd party products?
Audience SurveyWhere are you on the SharePoint 2010 adoption curve?Already using SharePoint 2010Will upgrade once the product has been out awhile (e.g. after the first service pack)Unsure – need more informationNo near-term plans to upgrade
Designing a Site TaxonomyTaxonomy: “the practice and science of classification”Can refer to sites, content, search, metadata…Different hierarchical structures for sitesFunctional Based on business functionsUsually wide but not deepDivisional/Departmental Based on organizational structureUsually deeper than FunctionalHybrid Combination of Functional and Hybrid
Designing a Site Taxonomy
Implementation ApproachAssess internal skills/assetsIT Pro Information Architecture Software Development Evangelist & TrainerGet outside assistance if you need itSharePoint 2010 is new and different – use a specialist!Use consultants who provide technology transferLook at prior SharePoint implementation experiencePlan for User AdoptionChange is hard - create value for End-UsersTrain Administrators, Content Owners & End UsersDecide what to do with legacy dataNot everything needs to be in SharePoint
Avoiding PitfallsDon’t make it an IT-Driven projectInvolve people from all levels of the organization in planningSeek consensus in your planning, not democracyDon’t shortcut the planning process!Set realistic and measurable goalsDon’t be afraid to ask for help. New technology isn’t always “Do it Yourself”Follow an iterative, milestone-based approach
Best PracticesCreate a simple, flexible taxonomy - your needs will change over timeRecruit business user champions that embrace changeMake sure your implementation works for all of your committee’s requirementsEstablish a communications plan; SharePoint is about empowering usersProvide training for everyone - powerful tools are rarely intuitive
Audience SurveyWhat do you see as next steps?Assess& Document business requirements and/or current SharePoint environment Planning& Design for a SharePoint 2010 implementationLearn more about SharePoint 2010Deploy SharePoint 2010 in the enterprise
SharePoint GamePLANJumpstart your SharePoint 2010 Deployment2-5 Day Session with a Sr. SharePoint Architect MVP or MCMIncludesEducation on SharePoint 2010Brainstorming & Requirements DevelopmentAssessment – hardware, AD, skills, etc.Planning & Implementation Roadmap $8,500 + travel for a 4-day engagement Email Info@ShareSquared.com or call 800-445-1279 x300 to schedule
Downloadable BrochuresSeveral handouts are available for download from LiveMeeting:SharePoint 2010 GamePLANEnterprise Content Management GamePLANSharePoint Composer/Maestro
Resources and Q & AAssessment, Planning & ImplementationSchedule a SharePoint GamePLAN engagementContact us for guidance or assistance with SP2010Learn more about SharePoint 2010Next Webinar: Social Networking Features, Integration & Governance in SharePoint 2010Online resources2010 Upgrade & Migration Resource Centerhttp://technet.microsoft.com/en-us/sharepoint/ee517214.aspxLicensing Q&A:http://tinyurl.com/2010LicensingVersion Comparison:http://tinyurl.com/EditionComparisonTechNet Governance:http://tinyurl.com/SP2010GovLink to AIIM Blog: http://aiimcommunities.org/users/dkruglovContact UsInfo@ShareSquared.com800-445-1279 - Option 2

More Related Content

SharePoint 2010 Readiness

  • 1. SharePoint 2010 Readiness:Preparation for Enterprise Implementation
  • 2. SpeakersMichael Van CleaveSr. Architect & Practice Lead MCT, MCPD, MCTS, MCSD.NET Paul Papanek StorkSharePoint MVP & Author Chief Architect & Practice LeadMBA, MCT, MCSE, MCSD, MCDBA, MCTS, MCITP, MCPD…
  • 3. AgendaAssessing your needsWhat’s New in SharePoint 2010Choosing the right version / licensingPre-Implementation PlanningGovernance and PoliciesAssessing your existing infrastructureDesigning a TaxonomyEstablishing Metrics for SuccessImplementation Approach & AdoptionDIY, Outsourcing, etc.Driving User AdoptionBest Practices/Avoiding Common Pitfalls
  • 4. What’s New in SP2010Too much to cover in a quick overviewA few important changes for everyone:Fluent User Interface (the Ribbon)Sandboxed SolutionsClaims based AuthenticationManaged Metadata ServiceSocial Computing improvementsFeel free to ask about other new features in SP2010 and we’ll talk about these during the Q & A…
  • 5. Which Version is Right for you?SharePoint Foundation Platform for collaborationFoundation for Web-based applications SharePoint Server StandardEverything in FoundationEnterprise Content ManagementSharePoint Server EnterpriseEverything in SharePoint Server StandardBusiness Intelligence for the EnterpriseStandard or Enterprise licenses for the Internet
  • 6. SP 2010 Quick Overview
  • 7. Audience SurveyWhat is your primary role in implementing SharePoint 2010?Decision Maker, Influencer or SponsorAdmin, Architect or DeveloperAnalyst or End UserConsultant
  • 8. Pre-Implementation TasksCreate a Governance TeamChoose people from different areas of the company with a vested interest in projectUnderstand and Document your NeedsInventory content and content sourcesEvaluate the infrastructure (Hardware, AD, etc.)Identify business problems & opportunitiesOutline Line of Business Applications that will integrate with SharePointCreate written requirements – don’t “wing it”!
  • 9. Pre-Implementation PlanningWho will need to access SharePointWill all the users be accessing the servers internally? Externally? Both?How many users are you anticipating?Availability and RecoveryWhat type of SLA’s will you have on downtime?How often will you be backing up your SharePoint environment (RPO/RTO)Will some sites in your structure have different recovery objectives than others? Will you be moving to Office 2010 or using any 3rd party products?
  • 10. Audience SurveyWhere are you on the SharePoint 2010 adoption curve?Already using SharePoint 2010Will upgrade once the product has been out awhile (e.g. after the first service pack)Unsure – need more informationNo near-term plans to upgrade
  • 11. Designing a Site TaxonomyTaxonomy: “the practice and science of classification”Can refer to sites, content, search, metadata…Different hierarchical structures for sitesFunctional Based on business functionsUsually wide but not deepDivisional/Departmental Based on organizational structureUsually deeper than FunctionalHybrid Combination of Functional and Hybrid
  • 12. Designing a Site Taxonomy
  • 13. Implementation ApproachAssess internal skills/assetsIT Pro Information Architecture Software Development Evangelist & TrainerGet outside assistance if you need itSharePoint 2010 is new and different – use a specialist!Use consultants who provide technology transferLook at prior SharePoint implementation experiencePlan for User AdoptionChange is hard - create value for End-UsersTrain Administrators, Content Owners & End UsersDecide what to do with legacy dataNot everything needs to be in SharePoint
  • 14. Avoiding PitfallsDon’t make it an IT-Driven projectInvolve people from all levels of the organization in planningSeek consensus in your planning, not democracyDon’t shortcut the planning process!Set realistic and measurable goalsDon’t be afraid to ask for help. New technology isn’t always “Do it Yourself”Follow an iterative, milestone-based approach
  • 15. Best PracticesCreate a simple, flexible taxonomy - your needs will change over timeRecruit business user champions that embrace changeMake sure your implementation works for all of your committee’s requirementsEstablish a communications plan; SharePoint is about empowering usersProvide training for everyone - powerful tools are rarely intuitive
  • 16. Audience SurveyWhat do you see as next steps?Assess& Document business requirements and/or current SharePoint environment Planning& Design for a SharePoint 2010 implementationLearn more about SharePoint 2010Deploy SharePoint 2010 in the enterprise
  • 17. SharePoint GamePLANJumpstart your SharePoint 2010 Deployment2-5 Day Session with a Sr. SharePoint Architect MVP or MCMIncludesEducation on SharePoint 2010Brainstorming & Requirements DevelopmentAssessment – hardware, AD, skills, etc.Planning & Implementation Roadmap $8,500 + travel for a 4-day engagement Email Info@ShareSquared.com or call 800-445-1279 x300 to schedule
  • 18. Downloadable BrochuresSeveral handouts are available for download from LiveMeeting:SharePoint 2010 GamePLANEnterprise Content Management GamePLANSharePoint Composer/Maestro
  • 19. Resources and Q & AAssessment, Planning & ImplementationSchedule a SharePoint GamePLAN engagementContact us for guidance or assistance with SP2010Learn more about SharePoint 2010Next Webinar: Social Networking Features, Integration & Governance in SharePoint 2010Online resources2010 Upgrade & Migration Resource Centerhttp://technet.microsoft.com/en-us/sharepoint/ee517214.aspxLicensing Q&A:http://tinyurl.com/2010LicensingVersion Comparison:http://tinyurl.com/EditionComparisonTechNet Governance:http://tinyurl.com/SP2010GovLink to AIIM Blog: http://aiimcommunities.org/users/dkruglovContact UsInfo@ShareSquared.com800-445-1279 - Option 2

Editor's Notes

  1. PAUL WILL START 10 MINUTE TIMER Blended SharePoint 2010 & .NET Solutions
  2. PAUL
  3. PAULBullet Points from the email blast• How to assess your existing infrastructure• Choosing the right SharePoint licensing to fit your needs• Estimating the ROI for a SharePoint implementation• Building a Governance Committee• Pre-implementation activities including Taxonomy, Content Inventory, Site Design/Hierarchy, etc.• Skills Inventory & Requirements • Sponsorship, Training & Adoption• Avoiding the SharePoint Meltdown• Best Practices for Configuration & Deployment
  4. PAULOther possible additionsWord Automation ServicesBusiness Connectivity ServicesOffice Web Applications
  5. PAUL
  6. PAUL
  7. SURVEY - PAUL
  8. MichaelThe first and most critical part of the implementation of SharePoint is actually gathering information about how everyone is going to use the solution. Gather a Governance team and discover each areas pain points or objectives that they have for a successful SharePoint implementation.Understand all of the different areas of SharePoint that will need to be implemented. Where is content currently storedWho owns the contentHow will other want to find that contentHow will different areas in your organization use SharePoint?Will they want to use workflow processes and document managementWill they be heavily dependent on document storage and searchability?Will they use it primarily for team collaboration? Will there be a need for integrating different applications with SharePoint?
  9. MichaelWho will need to access the SharePoint implementation?Only internal people (domain users)?External Contractors/Partners?External Domain Users/Employees?How many people do you anticipate that will access the environment?This will point to how your physical farm will need to be constructed and also other security considerations.This will also be good time to figure out what you have to license and how many licenses you will need.Availability and RecoveryDoes your organization have any standard SLA’s that you will have to abide by?Examples would be:SharePoint only needs to be available between 6am and 10pm during the workday.SharePoint needs to be available within 2 hours of a downtime event.SharePoint needs to be recovered to specific point in time.How often will you need to backup your environment?Recovery Point Objective = How often will you be backing up your system? (The more granular the more expensive usually)Recovery Time Objective = How quickly will you be able to recover the system in event of a failure? (The faster the more expensive usually)Will different sites need different recovery objectives or SLAs? One department may only need Document storage with slight interaction with SharePoint on a daily basisAnother department (Accounting/HR) might be crippled if they are not able to access their content within an hour of an event.
  10. Michael
  11. MichaelThere are really a few different strategies as to what type of site structure you can build.FunctionalGenerally builds out function based areas regardless of department or division. It will usually end up being a wider set of sites than deep.As the business or company changes it is usually easy to adapt.Divisional/DepartmentalThis is how most organizations view their structure.It is completely based on the structure of the company and how the internal hierarchy of the company is formed.This can and usually does get to be a very deep structure that can affect search results and how search sees a piece of contents relevancy.This can be difficult to change as the business or company changes.HybridFor organizations that don’t or can’t fit in one structure or the other generally a middle ground can be found by merging the best of the two concepts.
  12. Michael
  13. Paul
  14. PAUL
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  17. PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMentionDownloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN Q & A - EVERYONE
  18. PAUL
  19. PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMention Downloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN WEBINAR: Tuesday October 26th 11:00 AM PSTCOMPOSER Site: About to get a makeover as a branded 2010 site, build using Composer & MaestroPRICING / LICENSING: Free SharePoint Foundation Version – Composer Only~$299 for Foundation BuildComposer Standard and Enterprise is sold per-UserMaestro Standard and Enterprise is sold per-serverSee the site for pricing details & info in a follow-up email w/ the Q & A contentQ & A - EVERYONE