SharePoint 2010 Adoption Best Practices

1. MICROSOFT AND BRAINSTORM PRESENT SharePoint 2010 Adoption Best Practices

2. SharePoint 2010 Adoption Best Practices • Chris Bortlik: Microsoft SharePoint Technology Specialist • Joined Microsoft in 2008, Microsoft customer for 14 years prior • Works with Enterprise customers and partners in the Northeast • Speaker at Microsoft events, SharePoint Saturdays, User Webinar • “SharePoint Insider” • Contributing author of the "Essential SharePoint 2010" book • 4-kids, including 7-month old twins • Dave Grimsman: BrainStorm Mgr Information Services • Joined BrainStorm in 2006 • 5 years classroom training experience • Microsoft Certified Application Specialist, MEC Facilitator • Lover of all things bacon

3. Microsoft Partnership • Facilitators & Trainers • Microsoft Experience Center (MEC/CIE) • Partner MEC Program • Curriculum and Content Contributors • Office.com • Help in Office product • Office 2010 Buzz Day curriculum • Ribbon Hero content • Productivity Hub

4. SharePoint 2010 Adoption Agenda • SharePoint 2010 Overview • Upgrade & Migration Resource Centers • Must Have Elements • Killer Applications • Three Audiences & Perspectives • IT Pros • Developers • End Users • End-user Readiness

5. Defining the Adoption Need From introduction of Word 1.0 to Word 2003, functionality increased from 50 to 300 menu items and from 100 to 1,500 commands. - Microsoft, 2007 On average, only 13% of desktop software features are used. - IDC, 2001 Customers submit feature requests for Office 2003, 80% of which are already in the product. - Microsoft, 2003-2006 Office applications overhaul UI and introduce a Ribbon. - Microsoft, 2007-2010 Longevity is confused with familiarity

6. SharePoint 2010 Feature Areas Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Business Connectivity Services InfoPath® Form Services Access Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS/AJAX/Silverlight Sites Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Composites Communities PerformancePoint™ Services Microsoft Excel® Services Chart Web Part Microsoft Visio® Services Web Analytics Microsoft SQL Server® Integration PowerPivot Insights Content Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Search Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

7. Upgrade & Migration Center • http://tinyurl.com/sp2010migrate

8. Developer Upgrade Center • http://tinyurl.com/sp2010devupgrade

9. Must-Have Elements • Communication Plan • Training Plan • Content Conversion Plan • User Support Plan • Incentives and Reward Plan • Executive Sponsorship Plan • Information Architecture Plan • Governance Plan

10. Why Killer Applications Matter? • Make people want to use SharePoint • Remember – most times they have a choice • Hint: just using SharePoint as a file share replacement is not a good reason • Make SharePoint part of critical business process/flow • So they need to use SharePoint • Adoption curve & tipping point

11. How to Identify Your Killer Application? • Internal user/focus groups • User Champions • Executive Sponsors • Surveys • Microsoft Experience Center: http://envisionthepossible.com

12. Scorecards & Dashboards

13. Scorecards & Dashboards • What: Solution for managing key programs at multiple levels – executive, program manager, individual • Why: Many project delays & cost overruns • How: Targeted dashboard views to get more visibility into where & why delays were occurring with actionable steps • Action: • Learn more about Business Intelligence in SharePoint: http://tinyurl.com/spinsights • Consider Project Server for Portfolio Management: http://tinyurl.com/msprojectserver

14. Enterprise Search & Search 1st Migrations

15. Enterprise Search & Search 1st Migrations • What: Enterprise search unifies finding content across various content sources • SharePoint, file shares, LOB systems, other content stores • Why: People cannot find content “locked up” in various silos • How: Implemented FAST for SharePoint 2010, 1st phase for centralized search while longer term consolidation occurs • Action: • Learn Enterprise Search in SharePoint http://tinyurl.com/spsearch • Tip: Be sure to invest in search: best bets, scopes, reporting, etc.

16. Idea & Innovation Management

17. Idea & Innovation Management • What: Solution for soliciting feedback & responses to corporate challenges • Why: Need employee, customer & partner engagement & new ideas in the pipeline • How: Drive adoption by streamlining process for posting ideas, sharing, rating, commenting • Action • Read about innovation management solutions leveraging SharePoint: http://tinyurl.com/SharePointInnovation

18. Applying Killer Applications with QuickHelp

19. Users Have Specific Moments of Need Training is a process, not an event.

20. Right time. Right audience. Right medium. Features Change Benefits Personality

21. The Do Better Work Faster Solution • BrainStorm QuickHelpTM “The BrainStorm QuickHelp video training solution helps its customersbe productive with Microsoft Office. It’s agreat complement to our existing content for users” Jessica Reading Content Publishing Director, Microsoft Corp. As featured in October 2010 Product Press Release

22. The Printed Power House Solution • BrainStorm Quick Start Cards

23. More Tools to Aid in the Process • BrainStorm Adoption Kit for SharePoint 2010: • Quick Start Card for SharePoint 2010 • 6-page quick reference illustrating the primary how-two’s to get your users up and running on their new software • Quick Start Cards for Office 2010 • A sampling of 6-pages of step-by-step, illustrated instruction cards, available for major Microsoft Office applications • Video-Based Training within SharePoint 2010 • 3-month trial to QuickHelp, the video training solution delivering thousands of short, easy-to-search clips right from Microsoft SharePoint. • Video content also available for all Office 2010

24. Additional Resources • SharePoint 2010 Adoption Best Practices white paper: • http://tinyurl.com/spadopt • SharePoint 2010 Usage Best Practices white paper: • http://tinyurl.com/spusage • End User SharePoint • http://endusersharepoint.com • SharePoint Maturity Model • http://www.sharepointmaturity.com • SharePoint User Groups & SharePoint Saturdays • http://tinyurl.com/spusers • Getting Started with SharePoint 2010 • http://tinyurl.com/sp2010start

25. Final Thoughts • Understand the Challenges • Just because you build it, doesn’t mean they will come • Adoption won’t happen magically (even though you want it to) • Users of SharePoint have jobs & other options to get their work done (e.g. email) • Have a Plan • Not having a plan is planning to fail • Use one or more angles • Communication, training, user support, etc) • Break SharePoint rollout phases down into smaller chunks • Crawl, walk and run • Plan for continual long term engagement • Training & communication planning is key

26. What to do next... • Contact your training partner, BrainStorm, to create your adoption training plan • Create the custom-build solution that works for your organization • Identify key internal early adopters BrainStorm Adoption Experts 1.888.909.4244