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Johannesburg, South Africa, Feb 2012
Managing the SharePoint Disruption: Ensuring the Business Gain
Exceeds the Business Pain
Garth Luke – AvePoint, Inc.
GM / VP of Sales
Garth Luke - Today
   Vice President of Sales, AvePoint, Inc.
   General Manager, AvePoint Australasia, South Africa



                        Based in Santa Clara, CA, USA (The Heart of Silicon Valley)
                        Sales (Channel, Direct)
                        Marketing
                        Technical Pre-Sales
                        Support (AU Only)
Garth Luke - History
   Vice President of Sales, AvePoint, Inc.
   General Manager, AvePoint Australasia, South Africa
                       Over 15 years experience in the technology sector
                       Started with Microsoft in 1996. Enjoyed the following roles:
                            Consultant
                            DB Admin
                            Programmer
                            Project Manager
                            IT Manager
                            Product Manager
                       Has experience talking to CXO, Director, Global Architects in EMEA,
                        North America, ANZ.
                       Extensive knowledge of ECM, SQL Server, Web Dev, and I.T.
                        Infrastructure Management
                       @GarthLuke on Twitter
                       LinkedIn
AvePoint Corporate Overview
  Global Leader – SharePoint Governance & Management

                  •      Founded and Debuted in 2001
                  •      World's Largest SharePoint-Exclusive Research & Development Team with 1,000 Employees (600+
Specialized              in R&D)

                  •      World's Largest Provider of Enterprise-Class Governance and Infrastructure Management
                         Solutions
Experienced       •      25 Offices, 13 Countries in 5 Continents & 8000+ Customers

                  •      Depth-Managed, Microsoft Certified Partner
                  •      Comprehensive SharePoint Governance & Management Platform
 Invested         •      Offering True 24 x 7 Support - Microsoft Certified Technicians



              © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means,
                                                                 without the prior written consent of AvePoint, Inc.
One Platform. One Install. All your SharePoint
Management needs.



                         Business Users
         Solutions                        Applications
                           Process




                     DocAve Global Manager
                         Organizations
The growth of SharePoint

                                                                              ECM

                                                                     Custom
                                                                      Apps
  More Valuable




                                                               B.I

                                                  Work Flow
                                                  Automation
                                     Enterprise
                                      Search

                            Collab

                  Content
                   Dump
                                        More Complex
How is SharePoint
“disruptive”
We can’t get anything
delivered because
they keep adding
requirements
We can’t keep up with
the demand…
We can’t get enough
funding…
They don’t
understand…
My boss doesn’t
understand…
We don’t
understand…
SharePoint shines a
spotlight on
everything that’s
wrong with us
How do you manage
this disruption?
The answer lies in
the questions…
Slide 19
WHERE are we going?
Understand enterprise strategy
Vision




         Slide 21
Why SharePoint?
Align SharePoint with your enterprise strategy
Deliver strategic value


SharePoint doesn’t
matter.
Business matters.
Alignment




            Slide 24
Where & Why: Strategy & Alignment



  • What is the enterprise strategy?
  • How does SharePoint fit into the
    enterprise strategy?
WHAT are we doing?
Define the requirements for each solution
Deliver a Solution


SharePoint doesn’t
matter.
The Solution matters.
WHAT?
 • What are we doing?
    – Define the solution from a business perspective
 • Requirements
    – Who is behind each requirement
    – How does it support the business objective of the solution
 • Categorize requirements
    – Required vs. Desired
    – Now vs. Next Time vs. Never
 • Metrics
    – How do we know/Measure it worked?
What: Requirements


• What are we doing?
• Why are we doing it?
• Who is behind requirements?
• How do we know it worked?
HOW do we do it?
Establish a process for delivering solutions
A Discipline of the 4 D’s
                                                  Define
• Define the problem
   – Requirements & measurements
• Design the solution
   – Each decision based on                         Define
     requirements
                              Deploy                                  Design
• Develop the solution                 Validate              Design

   – Build in iterations
   – Validation                                    Develop

• Deploy the solution
• Delegate to operations
• Do it again!                              Develop
How: Process



• What is our process?
• How do we manage it?
WHO does it?
Define roles, responsibilities and accountability
Define Roles & Responsibilities


• Who gathers requirements?
• Who determines the solution?
• Who builds the solution?
• Who deploys the solution?
• Who manages the project?
WHO is involved?
  • Identify your constituencies
     –   Business user
     –   IT                        • Who drives SharePoint and
     –   Developer                   why?
     –   Security                  • Who is impacted by
     –   Finance                     SharePoint?
     –   HR                        • Understand the dynamics of
     –   Executive                   and between each of these
     –   Legal                       groups
     –   Project manager
Who: People Matter


•   Who is on the project team?
•   Does the team have the skills?
•   Who are other constituents?
•   What matters to them?
SharePoint                                                      SharePoint
Champion          SharePoint Executive Champion                 Champion
   SharePoint       Helping advise on the direction of the                     Look and feel, “The brand”, ensuring a
                                                                   Graphic
    Strategic       strategy. Advise on all projects,                          constant look and feels between
     Advisor                                                       Artists
                    investments and skill sets                                 platforms and ensure ease of use.

                    Design     the     farm   /  solution                      Understand the business, the business
   SharePoint       architectures; Follow industry best            Business    needs and challenges, and help build
   Architects       practices; Advanced troubleshooting;           Analysts    projects that can deliver to the
                    final approval on testing                                  business

   SharePoint       Guide all projects to success, follow the                  Making sure that change management
                    hardline of project delivery best
                                                                   Change      becomes a full time exercise and make
     Project
   Managers         practices
                                                                  Champions    sure user adoption happens smoothly

                    Manage the ongoing day to day upkeep          SharePoint   Market the platforms and the
  SharePoint        of the Farms and assets of the Farms                       applications to the business as part of
 Administrators
                                                                   Platform
                    from the application level upwards             Marketer    the business strategy


                    To ensure and execute process                 SharePoint
   SharePoint                                                                  Ensure users and management have
                    oriented testing mechanisms in order
     Testers                                                        Trainer    the skills to deliver
                    to deliver flawless deployment

                                                                               Someone that can drive the SharePoint
                    Build custom applications that fall in
   SharePoint                                                                  initiative internally, get people talking,
                    line with projects solve and that deliver     Community
   Developer                                                                   institute innovation and feed back to
                    to business needs
                                                                               the Business analysts
Setup to Succeed!
                    Utilize core, in-house operational
                    support resources

                    Managed services (outsource /
                    offshore)

                    Automated 3rd Party Tools
           CORE
           SKILL

                    Governance Committee
WHEN are we doing it?
Commit to ongoing, continuous improvement
Long term commitment to innovating
and improving



          Failure = “SharePoint is our project for 2012”

   •   This is an ongoing journey
   •   Step by step
   •   Evolutionary process
   •   Budget for 2012, 13, 14, 15?
Build a culture of innovation!
 •Being dedicated to building a culture that strives to use technology to solve
 business problems:
 • Information from the field (Provide better, faster decisions)
 • Mobilizing our workforce (Giving people the tools to do work anywhere,
    anytime)
 • People location (Being able to locate people who have mobile devices)
 • Mobile Lawyers (Cutting down on paper in a case. Being able to get access
    to your information faster)
 • Extranet (Ability to collaborate with people external to the Organization)
 • Glass-Paned View (Access to information from one central place
  *How many other ways could the be to use SharePoint to solve Business
  Problems? 100s?
Deliver a Trusted Service




SharePoint matters.
Build A Platform Users Can Trust


Architect SharePoint as a
platform that happens to
deliver the first solution
Build A Platform Users Can Trust


Optimize the service for the
organization rather than
produce what is easy, cheap,
or expedient for this project
When: Continuous Improvement


• Is there a long-term commitment to
  SharePoint?
• Is there an understanding of steps and
  evolution versus deployment?
Managing the SharePoint Disruption
  • WHERE: Enterprise strategy
  • WHY: Alignment of SharePoint with enterprise strategy
  • WHAT: The Solution
     – Focus fanatically on requirements
  • HOW: Business Process
     – Establish a process for introducing change
  • WHO: Roles & Responsibilities
     – Ensure you have the right skills on the team
     – Understand your audiences and address their concerns
  • WHEN: Continuous Improvement
     – Design and implement a trusted platform
What is SharePoint governance
What is governance?

   Governance defines the
people, processes, policies and
         technologies
    that deliver a service
BUSINESS

GOVERNANCE




   Slide 57
BUSINESS

          People




Policy                Process




         Technology

           Slide 58
Accountability
                 Slide 59
Quality




          Slide 60
Restrictions




Slide 61
Appropriateness




Slide 62
Discoverability




                  Slide 63
Compliance
Storage
Resources
  •   TechNet
       – Governance resource center
            • http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx
       – Microsoft Operations Framework
            • http://technet.microsoft.com/en-us/solutionaccelerators/dd320379
  • SharePoint Adoption Kit
            • http://sharepoint.microsoft.com/iusesharepoin
  •   ADDITIONAL RESOURCES
  •   Questions & Answers
  •   Please submit your evaluations!
Questions
Garth Luke
AvePoint, Inc
Garth.Luke@AvePoint.com
@GarthLuke (Twitter)



                Slide 68

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Managing the SharePoint disruption : Ensuring the business gain exceeds the business pain

  • 1. Johannesburg, South Africa, Feb 2012 Managing the SharePoint Disruption: Ensuring the Business Gain Exceeds the Business Pain Garth Luke – AvePoint, Inc. GM / VP of Sales
  • 2. Garth Luke - Today Vice President of Sales, AvePoint, Inc. General Manager, AvePoint Australasia, South Africa  Based in Santa Clara, CA, USA (The Heart of Silicon Valley)  Sales (Channel, Direct)  Marketing  Technical Pre-Sales  Support (AU Only)
  • 3. Garth Luke - History Vice President of Sales, AvePoint, Inc. General Manager, AvePoint Australasia, South Africa  Over 15 years experience in the technology sector  Started with Microsoft in 1996. Enjoyed the following roles:  Consultant  DB Admin  Programmer  Project Manager  IT Manager  Product Manager  Has experience talking to CXO, Director, Global Architects in EMEA, North America, ANZ.  Extensive knowledge of ECM, SQL Server, Web Dev, and I.T. Infrastructure Management  @GarthLuke on Twitter  LinkedIn
  • 4. AvePoint Corporate Overview Global Leader – SharePoint Governance & Management • Founded and Debuted in 2001 • World's Largest SharePoint-Exclusive Research & Development Team with 1,000 Employees (600+ Specialized in R&D) • World's Largest Provider of Enterprise-Class Governance and Infrastructure Management Solutions Experienced • 25 Offices, 13 Countries in 5 Continents & 8000+ Customers • Depth-Managed, Microsoft Certified Partner • Comprehensive SharePoint Governance & Management Platform Invested • Offering True 24 x 7 Support - Microsoft Certified Technicians © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.
  • 5.
  • 6. One Platform. One Install. All your SharePoint Management needs. Business Users Solutions Applications Process DocAve Global Manager Organizations
  • 7.
  • 8. The growth of SharePoint ECM Custom Apps More Valuable B.I Work Flow Automation Enterprise Search Collab Content Dump More Complex
  • 10. We can’t get anything delivered because they keep adding requirements
  • 11. We can’t keep up with the demand…
  • 12. We can’t get enough funding…
  • 16. SharePoint shines a spotlight on everything that’s wrong with us
  • 17. How do you manage this disruption?
  • 18. The answer lies in the questions…
  • 20. WHERE are we going? Understand enterprise strategy
  • 21. Vision Slide 21
  • 22. Why SharePoint? Align SharePoint with your enterprise strategy
  • 23. Deliver strategic value SharePoint doesn’t matter. Business matters.
  • 24. Alignment Slide 24
  • 25. Where & Why: Strategy & Alignment • What is the enterprise strategy? • How does SharePoint fit into the enterprise strategy?
  • 26. WHAT are we doing? Define the requirements for each solution
  • 27. Deliver a Solution SharePoint doesn’t matter. The Solution matters.
  • 28. WHAT? • What are we doing? – Define the solution from a business perspective • Requirements – Who is behind each requirement – How does it support the business objective of the solution • Categorize requirements – Required vs. Desired – Now vs. Next Time vs. Never • Metrics – How do we know/Measure it worked?
  • 29. What: Requirements • What are we doing? • Why are we doing it? • Who is behind requirements? • How do we know it worked?
  • 30. HOW do we do it? Establish a process for delivering solutions
  • 31. A Discipline of the 4 D’s Define • Define the problem – Requirements & measurements • Design the solution – Each decision based on Define requirements Deploy Design • Develop the solution Validate Design – Build in iterations – Validation Develop • Deploy the solution • Delegate to operations • Do it again! Develop
  • 32. How: Process • What is our process? • How do we manage it?
  • 33. WHO does it? Define roles, responsibilities and accountability
  • 34. Define Roles & Responsibilities • Who gathers requirements? • Who determines the solution? • Who builds the solution? • Who deploys the solution? • Who manages the project?
  • 35. WHO is involved? • Identify your constituencies – Business user – IT • Who drives SharePoint and – Developer why? – Security • Who is impacted by – Finance SharePoint? – HR • Understand the dynamics of – Executive and between each of these – Legal groups – Project manager
  • 36. Who: People Matter • Who is on the project team? • Does the team have the skills? • Who are other constituents? • What matters to them?
  • 37. SharePoint SharePoint Champion SharePoint Executive Champion Champion SharePoint Helping advise on the direction of the Look and feel, “The brand”, ensuring a Graphic Strategic strategy. Advise on all projects, constant look and feels between Advisor Artists investments and skill sets platforms and ensure ease of use. Design the farm / solution Understand the business, the business SharePoint architectures; Follow industry best Business needs and challenges, and help build Architects practices; Advanced troubleshooting; Analysts projects that can deliver to the final approval on testing business SharePoint Guide all projects to success, follow the Making sure that change management hardline of project delivery best Change becomes a full time exercise and make Project Managers practices Champions sure user adoption happens smoothly Manage the ongoing day to day upkeep SharePoint Market the platforms and the SharePoint of the Farms and assets of the Farms applications to the business as part of Administrators Platform from the application level upwards Marketer the business strategy To ensure and execute process SharePoint SharePoint Ensure users and management have oriented testing mechanisms in order Testers Trainer the skills to deliver to deliver flawless deployment Someone that can drive the SharePoint Build custom applications that fall in SharePoint initiative internally, get people talking, line with projects solve and that deliver Community Developer institute innovation and feed back to to business needs the Business analysts
  • 38. Setup to Succeed! Utilize core, in-house operational support resources Managed services (outsource / offshore) Automated 3rd Party Tools CORE SKILL Governance Committee
  • 39. WHEN are we doing it? Commit to ongoing, continuous improvement
  • 40. Long term commitment to innovating and improving Failure = “SharePoint is our project for 2012” • This is an ongoing journey • Step by step • Evolutionary process • Budget for 2012, 13, 14, 15?
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49. Build a culture of innovation! •Being dedicated to building a culture that strives to use technology to solve business problems: • Information from the field (Provide better, faster decisions) • Mobilizing our workforce (Giving people the tools to do work anywhere, anytime) • People location (Being able to locate people who have mobile devices) • Mobile Lawyers (Cutting down on paper in a case. Being able to get access to your information faster) • Extranet (Ability to collaborate with people external to the Organization) • Glass-Paned View (Access to information from one central place *How many other ways could the be to use SharePoint to solve Business Problems? 100s?
  • 50. Deliver a Trusted Service SharePoint matters.
  • 51. Build A Platform Users Can Trust Architect SharePoint as a platform that happens to deliver the first solution
  • 52. Build A Platform Users Can Trust Optimize the service for the organization rather than produce what is easy, cheap, or expedient for this project
  • 53. When: Continuous Improvement • Is there a long-term commitment to SharePoint? • Is there an understanding of steps and evolution versus deployment?
  • 54. Managing the SharePoint Disruption • WHERE: Enterprise strategy • WHY: Alignment of SharePoint with enterprise strategy • WHAT: The Solution – Focus fanatically on requirements • HOW: Business Process – Establish a process for introducing change • WHO: Roles & Responsibilities – Ensure you have the right skills on the team – Understand your audiences and address their concerns • WHEN: Continuous Improvement – Design and implement a trusted platform
  • 55. What is SharePoint governance
  • 56. What is governance? Governance defines the people, processes, policies and technologies that deliver a service
  • 58. BUSINESS People Policy Process Technology Slide 58
  • 59. Accountability Slide 59
  • 60. Quality Slide 60
  • 63. Discoverability Slide 63
  • 66. Resources • TechNet – Governance resource center • http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx – Microsoft Operations Framework • http://technet.microsoft.com/en-us/solutionaccelerators/dd320379 • SharePoint Adoption Kit • http://sharepoint.microsoft.com/iusesharepoin • ADDITIONAL RESOURCES • Questions & Answers • Please submit your evaluations!

Notas del editor

  1. You will have your standard projects that deliver core functionality
  2. But as you go, you experiment, try new things
  3. Some will work… some wont 
  4. Build a good policy and security/governance model