Avoid Collapse! Build Your Intranet Foundation The Right Way.

Transcription

Avoid Collapse! Build Your IntranetFoundation The Right Way.Presented By: Richard Harbridge & Jeff Fried#ILTAG95 @RHarbridge @JeffFried

Richard Harbridge@RHarbridgeCTO & MVP Speaker & Author2toLeadJeff Fried@JeffFriedCTO & MVP Speaker & AuthorBA InsightAvoid Collapse! Build Your Intranet#ILTAG95Foundation The Right Way.

DIGITAL WORKPLACESTRATEGY -Intranets?Extranets?Departmental Portals?Project Sites & Team Sites?Enterprise Social Networks?Document Management?Records Management?Process Improvement?Centers Of Excellence &Technology Adoption?- And much more .Great, we know who you are Richard, but what do you do on a daily basis?#ILTAG95

WHAT I DO Great, we know who you are Jeff, but what do you do on a daily basis?#ILTAG95

FOUNDATIONSMATTER We have all seen the results of Intranets or technology solutions that didn’t havea strong foundation failing to stand the test of time.#ILTAG95

FOUNDATIONSMATTER Let’s discuss the right way to build an effective SharePoint Intranet from theground up so that we can all be more successful.#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

BEFORE YOU BUILD YOU HAVE TOKNOW WHERE & WHY Lookkindfirstofatpropertythe neighborhood:whatis thepurpose, theWhatis it? What’s theright‘fit’ businessfor your needs?overallcontextandconstraintsforbuyingyour Intranet.Whereshouldit beandwhy are youit?#ILTAG95

COLLABORATION IS AN ATTITUDE The main purpose often is to improve collaboration or improvecollaborative outcomes.#ILTAG95

WHAT WILL YOU DO WITH YOUR INTRANET? thereadoesmultiplethings,andandtootoooftenthereis a isdisconnectdisconnectbetweendesignthe intranetdesignwhat users want.betweenthe intranetgoals andwhatgoalsusersandwant.#ILTAG95

MAPPING YOURGOALS You can better define what your Intranet needs to do via tried and testedapproaches like workshops, personae, interviews, surveys and more.#ILTAG95

INTRANETS AREN’TALONE T hinkgoalsaboutfor yourintranet.and its fit andYouoftenmoreneedbroadlyto thinkaboutmore thebroadlythe Intranetpurpose in your digital workplace.#ILTAG95

WHAT DOES YOURTECHNOLOGYRADAR LOOKLIKE?In Flight (Future)Circling (6-24 Months )Landed (Now to 6 Months)What if we look at our own organizations technology radar?Inspired by StepTwo’s Digital Workplace Radar#ILTAG95

WHAT DOES YOURTECHNOLOGYRADAR LOOKLIKE?Getting ADIntegratedTrust TheCloudPopularSituationalStrategic FewOneDrive nt For DocumentManagementTeam SiteDeploymentSkype ForBusinessExtranetExchange MigrationOutlook & OfficeMigration (Pro Plus)Every organization’s journey is a little different, but often follow a similarpath to getting more out of Office 365. What do you need to plan for?#ILTAG95

KEEP ITSIMPLE AlignSupportPublishIterateRelateEvaluate- to your business driver(s)- based on value- clearly and often- in small projects- to your infrastructure- and adaptWhile our business objectives and needs might be complex or unendingwe need to start somewhere with simple achievable direction.#ILTAG95

COLLABORATION IS AN ATTITUDE Collaboration is not a technology, it’s an attitude. Culture needs to alsohave a plan for improving alongside the technology and Intranet.#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

MAKING CHOICESANDBUILDING A PLAN Just like when building a house we need to define our plan for the Intranet.We need to ensure the technology foundation of our Intranet is well planned.#ILTAG95

THERE IS A LOT OFPLANNING INVOLVED OneDrive For BusinessYammerIntegrationPlanningSharePoint OnlineGetting the most out ofSharePoint Online requiressuccessfully tackling keyplanning activities from thebottom up.Office DelveSkype For BusinessBusiness Process Analysis &Improvement PlanningEducation, Training& Adoption PlanningEnteprise SocialIntegration PlanningSecurityPlanningSite Provisioning &Review Process PlanningSearch PlanningInformationArchitecture PlanningProject & TaskPlanningTeam & GroupCollaboration PlanningIntranet Planning& DesignTechnologyStrategyTechnology is rarely planned in isolation, but this is especially true for SharePoint.Your Intranet platform is meant to be used for far more than just the Intranet.#ILTAG95

SHAREPOINT PROVIDES AGREATTECHNOLOGY FOUNDATION WHY? BestpracticesTheevidenceis all around us from awards to enterprise usage. 70% ofcorporate intranets are developed on the SharePoint platform.#ILTAG95

WHY INTRANETS ON SHAREPOINT?It’s a platform, an integrated suite, modern, mobile enabled, business centric,and maximizes the impact of your Intranet investments.#ILTAG95

WHY INTRANETS ON SHAREPOINT? Bundled Broad Suite Pre-Integrated Modern Rapid Innovation PlatformIt’s a platform, an integrated suite, modern, mobile enabled, business centric,and maximizes the impact of your Intranet investments.#ILTAG95

WHY INTRANETS ON SHAREPOINT?When it provides so much benefit it doesn’t come without some cost.#ILTAG95

WHY INTRANETS ON SHAREPOINT? Bundled Bloated Broad Suite Confusing Collection Pre-Integrated MSFT-centric Modern Under Construction Rapid Innovation Moving Target Platform You fill in the gapsThere are real challenges that come with building an Intranet on SharePointthat you should understand before you start.#ILTAG95

TIME TO VALUE & NAVIGATING CHANGE SharePoint makes iterative easier. Build Intranets in an iterative way todeliver value faster. Agility is critical when the platform is changing.#ILTAG95

HOW LONG SHOULD IT TAKE?We deliver more value in far less time today. It’s not unreasonable toexpect a new modern Intranet in weeks or months instead of years.#ILTAG95

HOW CAN WE KEEP UP AND MOVE FASTER?So Intranets can be built faster, iteratively, and deliver more value How do we achieve that ourselves?#ILTAG95

SHOULD IT BE ON SERVER OR ONLINE?Primary drive is cost and speed or time to value. In professional service costsalone it is typicaly 40% cheaper, not including hardware, maintenance and more. #ILTAG95

THE CLOUD ENABLESUS TO KEEP PACE WITHINDUSTRY TRENDS Continually improving experiences, continuous rollout of new capabilities,continued integration with more technologies, and much more #ILTAG95

GETTINGCLOSER TO THECLOUD WILLHELP It is more challenging to meet modern expectations on legacy technology.#ILTAG95

OPTIONS “Out-of-the-box” SharePoint / O365 Add-on “Ready to Go Intranet” Full CustomConfigureTailorExtendCustomOnce you determine the platform and where to run it you still need to considerbuild or buy options.#ILTAG95

WHAT ABOUT “READY TO GO” INTRANETS?Lists 26 productsThere has been an explosion of new offerings at the same time that Microsoftis extending its OOB Intranet capabilities.#ILTAG95

BUILD VS BUY CONSIDERATIONS OOTB( )Buy(IIAB)BuildDevelopment effortKeeps up with Microsoft InnovationsFeature Set Fit Exactly torequirementsCustomized to existing business processesEffort/Cost toconfigureTesting mpact on internal resources/otherprojectsAll options require work to integrate, configure, and roll out#ILTAG95

WHAT SYSTEMS DO YOU NEED TO INTEGRATE?Another very critical area of technology planning is determining what youwant to integrate, need to integrate, and how you will integrate.#ILTAG95

WE LIVE IN SILOS 36%of a typical knowledge worker’s day is spent looking for andconsolidating information spread across a variety of systems61%of knowledge workers regularly access 4or more systems to get the informationthey need to do their jobs15%regularly access 11 or more systemsAim to get critical mass – integrate the core systems that most people dependon into your Intranet, and then it will be an effective hub for getting work done.#ILTAG95

WHAT DOES INTEGRATION LOOK LIKE?Common Scenarios Display information from external systems in UI, such as web parts,application pages, etc. Client/Matter dashboards Allow users to interact with external data in SharePoint list format Crawl back-end data sources so they show up in search results Import external data into user profilesMake tandunderstandwhereneedwhichscenarios#ILTAG95

WHAT CONNECTIONS TO RSS SHOULD YOU INCLUDE? AderantAmazon S3AlfrescoBoxConfluenceCuadraSTARElite / 3EEMC DocumentumEMC eRoomGoogle DriveHP Consolidated Archive(EAS, aka Zantaz)HPE Records Manager/HP TRIMIBM ConnectionsIBM Content ManagerIBM DB2IBM FileNet P8IBM Lotus NotesIBM WebSphere iManage WorkJiveLegalKEYLexisNexis InteractionLotus Notes DatabasesMicrosoft Dynamics CRMMicrosoft ExchangeMicrosoft Exchange Public FoldersMicrosoft SQL ServerMySQLNetDocumentsNeudesic The Firm DirectoryObjectiveOneDriveOpenText LiveLink/RMOpenText eDOCS DMOracle DatabaseOracle WebCenterOracle WebCenter Content (UCM/Stellent) PLC/Practical LawProLawSalesforce.comSAP ERPServiceNowSharePoint OnlineSharePoint 2016SharePoint 2013SharePoint 2010SharePoint 2007SitecoreAny SQL-based CRM systemVeeva VaultVeritas Enterprise Vault(Symantec eVault)WestKMXerox DocuShareYammer Buy vs. build for connectors? boils down to “buy”Buy versus build for connectors. Often boils down to buy and then build on it.#ILTAG9544

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

PLAN FORIMPLEMENTATION The information architecture and functional requirements are like our foundationand framing plan. We detail how things will be built and provide more detail.#ILTAG95

HOW SHOULD OUR INTRANET BE DESIGNED?Your Intranet design should be about improving how people work today.Making jobs easier, more productive, and more impactful.#ILTAG95

HOW WILL YOU MANAGE ACCESS?Mobility and access outside of the enterprise is a requirement today.#ILTAG95

HOW WILL YOU ENABLE MOBILITY?Your Intranet should be responsive by design, but you could also enable betterexperiences on mobile devices. Extending team or departmental engagement.#ILTAG95

HOW SHOULD USERSNAVIGATE?While mega menus and other innovations were implemented, navigationwas always structure based or managed. With special directory style pages.#ILTAG95

HOW SHOULD USERSNAVIGATE?While structured and managed navigation is still valid in today’s world, it is alsoimportant to improve navigation with powerful capabilities like search.#ILTAG95

HOW SHOULD USERS NAVIGATE?Office 365’s SharePoint home is now a more modern site directory experience.New features like activity roll ups, and quick follow/share options are the start.#ILTAG95

HOW SHOULD NEWS BE DESIGNED?When designing news, leadership or even events pages we can take advantageof new and improved authoring experiences. Team news can be complimentary.#ILTAG95

HOW SHOULD SOCIAL BE ENABLED?Targeted embedding of Yammer or your enterprise social platform in key partsof the Intranet, and digital workplace are provided by your org and MSFT.#ILTAG95

INTRANETS Capabilities like bookmarking, notifications, and more help you not onlystay up to date, but follow up when a better time is available.#ILTAG95

HOW DOES SEARCH FIT IN?Search box/resultsUnified search & discoveryExpertise findingDynamic content/dashboardsSearch-driven navigationApplication steeringDigital AssistantSearch isn’t just about looking for documents.#ILTAG95

GUIDE THEUSER Internet-Like Search Experience “Search and Refine” Intelligent type-ahead Search within results Searching Both “for” and “within” Documents Finding Experts Based on Profile and Contribution Creating Topic-Specific Knowledge CentersGreat searchis essential– and achievable– withGreat searchis essentialand achievable– with therightattentionattention.#ILTAG95

QUICKLY FIND THE RIGHT EXPERTS Finding the right experts is an important scenario in any legal Intranet.#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

WHAT WE WILL TALK ABOUT TODAY 1. Aligning With Business Needs2. Setting An Effective Technology Strategy3. Getting Key Intranet Elements Right4. Ensure Ongoing Intranet Success#ILTAG95

YOU‘RE NOT DONE YET Having a great foundation and plan means you can be successful.Once it’s built we still need people to move in and take ownership.#ILTAG95

PLANNING FOR ADOPTION Governanc ePolicies &GuidanceWe need to invest in key areas to enable and accelerate adoption. We can’t doit alone and need to have the right foundation of structure and support.#ILTAG95

Create a Cross-Functional Project TeamBeyond the core team:Within the core team:Wider network of people involved Varied perspectives Contributing content Access to broader range of skills Working on usage policies Greater buy-in across Marketing, Communicationsdepartments & practices Launch advocates Project is more enjoyable Project is more successfulEven in a mid-size firm, don’t leave the Intranet to just IT#ILTAG95

EVALUATE YOUR POLICYANDGUIDANCE READINESS There are many policies

TeamSite Deployment Every organization’s journey is a little different, but often follow a similar path to getting more out of Office 365. What do you need to plan for? Mandatory Popular Situational StrategicFew TrustThe Cloud WHAT DOES YOURTECHNOLOGY RADAR LOOKLIKE? #ILTAG95. While our business objectives and needs might be complex or unending we need to start somewhere