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“Adoption Tactics: Why Your End Users and Project Managers Will
Rave Over SharePoint 2013”
Gina Montgomery – VP, Business Development
Abhishek Shanbhag – VP Business Solutions
Ron Clampitt – Strategic Account Executive
Saturday, September 21, 2013
Gina Montgomery, Vice President Business Development
Hi, I’m Gina!
Gina Montgomery, VP, Business Development
Gina Montgomery is the Vice President of Business
Development for North America. She is a SharePoint Evangelist
and subject matter expert in architecting SharePoint solutions.
Gina brings expertise in helping organizations maximize their
I.T. investments. Her focus has been on strategy, project
planning, analysis, best practices in software licensing, and
implementing successful business solutions. Gina is responsible
for Acuvate's New Business Development and Partner Alliances
in North America.
Twitter: @ginammontgomery
Blog: www.ginamontgomery.com
Email: gina.montgomery@acuvate.com
• SharePoint
Saturday St. Louis
• SharePoint
Saturday Richmond
• SharePoint
Saturday D.C.
• SharePoint
Saturday L.A.
• SharePoint
Saturday Silicon
Valley
• SharePoint
Saturday Redmond
• SharePoint
Saturday Omaha
• SharePoint
Saturday Dallas Ft.
Worth
Netherlands
UK
India
USA
Who are we?
Global company, local presence
200+ clients worldwide
Strong Microsoft focus
KansasCity
New York City
The Hague
Slough
Hyderabad
Bangalore
Pune
Gurgaon
Member of
MS Solution
Board, 1
among 45
in the world
Winner of
Solution
Partner of
the Year
2011
Featured in
MS Video
Case
Studies
during WPC
Awards & Recognitions
3 Values
that Acuvate
brings
1
Our Focus
Adoption
Integration
Productivity
SharePoint
Horton works
Hadoop
Power Pivot
Big Data
Azure
Office 365
Cloud
HTML5
Windows
Phone
Win-8 App
for SAP
Mobility
DQS
Data Mining
BI Dashboards
Business Intelligence
2
Incentive Calculator
Easily configurable, incentive
calculation engine for rolling
out incentive programmes
and pay-outs.
Intranet in a Box
Full Intranet with pick and
choose features available
for on premise and Office
365 based SharePoint
intranet.
CIO Cockpit
Comprehensive Dashboard
to assist the CIO in his day to
day activities and also
facilitate strategic thinking.
Idea Management
To foster a culture of ideation
and innovation. Let all the
ideas flow through the funnel
and see the logical
conclusion.
Product Comparator
Visually appealing tool to
facilitate customers get a
feel of the product and
compare their features with
other units.
Project Workspace
Project workspace is a
SharePoint based
Collaboration solution for
project teams to collaborate
better among themselves.
DQS
Data de-duplication and
cleansing services and
ensuring that correct data is
fed into ERP with the right
governance in place.
CXO Dashboard
A Silverlight based
dashboard, providing
extremely powerful data
visualization to senior
executives of the company.
Sentiment Analysis
Get a better understanding
of sentiments, emotions,
moods, and perform opinion
analysis using our Big Data
solution
15+ Ready-to-deploy solutions 90+ Components 200+ Enterprise success stories
Our Approach
Our SharePoint
Adoption
Methodology
- Prebuilt templates
- Checklists & Questionnaires
- Blueprint & Roadmap definition
- Technical tools & apps
- Governance
- Change Management
3
180+ Microsoft technical consultants certified in SharePoint,
SQL BI, Azure and System Center.
Global Team of certified Architects, Business Analysts,
Project Managers, Developers, DBA, UX, Test & Administrators.
Office 365 Fast Track Deployment Partner
Azure Circle Partner
Cloud Accelerate Partner
Cloud Deployment Partner
Our Team
Tweet It!... I dare you!
@ginaMmontgomery is making us go social with
#SharePoint 2013 #SPSRED
Follow @AcuvateSoftware for more updates
Why are we here?
• SharePoint is a platform that is meant to help your
organization:
– better share information
– better manage business processes
– better manage documents
– bring the social computing aspect and improved productivity for
information workers into your work environment
– serve as a development foundation on which more business
solutions can be created.
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
Survey Questions
What version of SharePoint do you have deployed?
1. SP 2007
2. SP 2010
3. SP 2013
4. SP online
What SharePoint functions have you deployed?
1. Sites (portal, intranet)
2. Insights (BI / analytics)
3. Collaboration
4. Content management
5. Custom internal-facing apps
6. Custom external-facing apps
7. Search
8. Social
Survey Questions
What Adoption challenges have you faced?
1. UI isn’t friendly
2. Learning curve is too high for end users
3. No one will contribute
4. No real use cases identified for SharePoint in my organization
5. Other?
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
End User Adoption Plan
• You need one. With no vision, there is no victory!
• A documented plan will help increase the odds of a successful
SharePoint rollout.
• When a document is required that means someone really has
to think! And then get it reviewed! And that means
collaboration happens which leads to more ideas..
• Your end users should be a part of this process
Does your SharePoint intranet plan suffer from:
• Boring user interface?
• No branding?
• No dynamic content?
• Poor Information Architecture?
• Unidentified Governance Plan?
• No Communication Plan?
Why do SharePoint Intranets Fail?
• Gartner surveys
say that more
than 50% of
SharePoint
implementations
fail due to poor
user adoption!
If you build it, will they come?
• If your users don’t know how and when to use SharePoint, they won’t!
• WIIFM?!
• Will I be more productive if I use this? Or is this just another demand from
management that won’t help me? I have too much work to do already!
• A well thought out End User Adoption plan that includes a good governance plan,
good information architecture, and some adoption incentives can help your users
understand this.
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
Considerations For Your Plan:
• Phased Rollout
Methodology
• Governance Strategy
• IA Strategy
• Communication Plan
• Rewards and
Recognition
• Training Plan
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
What is SharePoint Governance?
Governance identifies lines of ownership for the business and technical teams
and identifies who is responsible for which areas of the system. The governance
plan also establishes rules for appropriate use of the SharePoint environments.
Governance
• Governance is a set of roles, responsibilities, and processes that are
put in place in an enterprise to guide the development and the use
of a SharePoint solution. These techniques should also align with
the enterprise’s culture and goals while enabling teams and
individuals to effectively collaborate and share information.
• Key Words:
o Enable
o Collaborate
o Share
Governance for Adoption
Step 1
Establish a governing body for the usage and management of SharePoint
environments by:
– Identifying appropriate business owners willing to provide strategic insight and
direction
– Identifying appropriate IT infrastructure to provide operational support
– Creating effective support system through proper channels of escalation for
end users
– Establishing governing usage and maintenance policies and procedures along
the way
Getting Started with Governance in 2013
What to Consider Description
Unused Sites What happens to unused sites?
Social Policy Appropriate vs Inappropriate, Liking, Tagging,
Following, etc..
Site Management Site Owners need to know how sites will be managed.
Are they controlled? Are they managed by the IA?
Site Templates Which templates are available and how will they be
used?
Site Request How will users go about asking for a new site? What
will be included in the new site (type of template,
customizations?)
Change Request/Feedback Model – Support? How is support defined? To whom does the End User
address to get answers?
Naming Conventions How will DBs, Servers, etc... be named? It should be
consistent.
SharePoint Designer Governing the usage of SPD for editing/designing pages
for a common look and feel
Etc!!!
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
What is Information Architecture?
IA is your company’s way of describing, organizing and
discovering your content
The Information Architecture Institute describes IA as "the art
and science of organizing and labeling websites, intranets, online
communities and software to support usability."
IA tends to include the following:
• Navigation Structure
• Metadata Strategy
• Site Taxonomy
• Search Strategy
IA
• Your information architecture helps users find information in
any of three scenarios:
– I know it does exist and I actually know where it is.
– I know it does exists, but I really don’t know where it is.
– I have no idea if it exists.
Why should I care about IA?
• Because End User Adoption relies upon this!
• Usability - Sites that lack a well-thought out IA tend to
become desolate. It is difficult to find information because
the site navigation is substandard
• Site Management/Administration - A good, thought out IA
will help address storage requirements and goals.
Information Architecture
• If SharePoint is difficult to use, confusing to
navigate through, and information can’t be
found quickly adoption won’t occur!
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• What is SharePoint governance?
• What is Information Architecture?
• What is gamification?
• SharePoint 2013 DEMO
• Review and Questions
Gamification
Gamification is the use of game thinking and game mechanics in a non-game
context to engage users and solve problems
Enhance
Skill Speed Collaboration
Achievement Competition Status
Using
Gamification
By measuring By Creating By providing
Gamification
• When designed correctly, gamification has
proven to be extremely successful and
efficient in engaging people and helping them
to change behaviors, collaborate, improve
skills and solve problems.
demo
Gina Montgomery
VP Business Development
gina.montgomery@acuvate.com, 913-217-0211
Abhishek Shanbhag
VP Business Solutions
abhishek@acuvate.com, 347-971-7080
Ron Clampitt
Strategic Account Executive
ron.clampitt@acuvate.com, 816-914-7023
Thank You!
Contact Us…
Visit www.ACUVATE.com for more info

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"Adoption Tactics; Why Your End Users and Project Managers Will Rave Over SharePoint 2013" SPSRED13

  • 1. “Adoption Tactics: Why Your End Users and Project Managers Will Rave Over SharePoint 2013” Gina Montgomery – VP, Business Development Abhishek Shanbhag – VP Business Solutions Ron Clampitt – Strategic Account Executive Saturday, September 21, 2013 Gina Montgomery, Vice President Business Development
  • 2. Hi, I’m Gina! Gina Montgomery, VP, Business Development Gina Montgomery is the Vice President of Business Development for North America. She is a SharePoint Evangelist and subject matter expert in architecting SharePoint solutions. Gina brings expertise in helping organizations maximize their I.T. investments. Her focus has been on strategy, project planning, analysis, best practices in software licensing, and implementing successful business solutions. Gina is responsible for Acuvate's New Business Development and Partner Alliances in North America. Twitter: @ginammontgomery Blog: www.ginamontgomery.com Email: gina.montgomery@acuvate.com • SharePoint Saturday St. Louis • SharePoint Saturday Richmond • SharePoint Saturday D.C. • SharePoint Saturday L.A. • SharePoint Saturday Silicon Valley • SharePoint Saturday Redmond • SharePoint Saturday Omaha • SharePoint Saturday Dallas Ft. Worth
  • 3. Netherlands UK India USA Who are we? Global company, local presence 200+ clients worldwide Strong Microsoft focus KansasCity New York City The Hague Slough Hyderabad Bangalore Pune Gurgaon Member of MS Solution Board, 1 among 45 in the world Winner of Solution Partner of the Year 2011 Featured in MS Video Case Studies during WPC Awards & Recognitions
  • 5. 1
  • 6. Our Focus Adoption Integration Productivity SharePoint Horton works Hadoop Power Pivot Big Data Azure Office 365 Cloud HTML5 Windows Phone Win-8 App for SAP Mobility DQS Data Mining BI Dashboards Business Intelligence
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  • 8. Incentive Calculator Easily configurable, incentive calculation engine for rolling out incentive programmes and pay-outs. Intranet in a Box Full Intranet with pick and choose features available for on premise and Office 365 based SharePoint intranet. CIO Cockpit Comprehensive Dashboard to assist the CIO in his day to day activities and also facilitate strategic thinking. Idea Management To foster a culture of ideation and innovation. Let all the ideas flow through the funnel and see the logical conclusion. Product Comparator Visually appealing tool to facilitate customers get a feel of the product and compare their features with other units. Project Workspace Project workspace is a SharePoint based Collaboration solution for project teams to collaborate better among themselves. DQS Data de-duplication and cleansing services and ensuring that correct data is fed into ERP with the right governance in place. CXO Dashboard A Silverlight based dashboard, providing extremely powerful data visualization to senior executives of the company. Sentiment Analysis Get a better understanding of sentiments, emotions, moods, and perform opinion analysis using our Big Data solution 15+ Ready-to-deploy solutions 90+ Components 200+ Enterprise success stories Our Approach
  • 9. Our SharePoint Adoption Methodology - Prebuilt templates - Checklists & Questionnaires - Blueprint & Roadmap definition - Technical tools & apps - Governance - Change Management
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  • 11. 180+ Microsoft technical consultants certified in SharePoint, SQL BI, Azure and System Center. Global Team of certified Architects, Business Analysts, Project Managers, Developers, DBA, UX, Test & Administrators. Office 365 Fast Track Deployment Partner Azure Circle Partner Cloud Accelerate Partner Cloud Deployment Partner Our Team
  • 12. Tweet It!... I dare you! @ginaMmontgomery is making us go social with #SharePoint 2013 #SPSRED Follow @AcuvateSoftware for more updates
  • 13. Why are we here? • SharePoint is a platform that is meant to help your organization: – better share information – better manage business processes – better manage documents – bring the social computing aspect and improved productivity for information workers into your work environment – serve as a development foundation on which more business solutions can be created.
  • 14. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 15. Survey Questions What version of SharePoint do you have deployed? 1. SP 2007 2. SP 2010 3. SP 2013 4. SP online What SharePoint functions have you deployed? 1. Sites (portal, intranet) 2. Insights (BI / analytics) 3. Collaboration 4. Content management 5. Custom internal-facing apps 6. Custom external-facing apps 7. Search 8. Social
  • 16. Survey Questions What Adoption challenges have you faced? 1. UI isn’t friendly 2. Learning curve is too high for end users 3. No one will contribute 4. No real use cases identified for SharePoint in my organization 5. Other?
  • 17. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 18. End User Adoption Plan • You need one. With no vision, there is no victory! • A documented plan will help increase the odds of a successful SharePoint rollout. • When a document is required that means someone really has to think! And then get it reviewed! And that means collaboration happens which leads to more ideas.. • Your end users should be a part of this process
  • 19. Does your SharePoint intranet plan suffer from: • Boring user interface? • No branding? • No dynamic content? • Poor Information Architecture? • Unidentified Governance Plan? • No Communication Plan?
  • 20.
  • 21. Why do SharePoint Intranets Fail? • Gartner surveys say that more than 50% of SharePoint implementations fail due to poor user adoption!
  • 22. If you build it, will they come? • If your users don’t know how and when to use SharePoint, they won’t! • WIIFM?! • Will I be more productive if I use this? Or is this just another demand from management that won’t help me? I have too much work to do already! • A well thought out End User Adoption plan that includes a good governance plan, good information architecture, and some adoption incentives can help your users understand this.
  • 23. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 24. Considerations For Your Plan: • Phased Rollout Methodology • Governance Strategy • IA Strategy • Communication Plan • Rewards and Recognition • Training Plan
  • 25. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 26. What is SharePoint Governance? Governance identifies lines of ownership for the business and technical teams and identifies who is responsible for which areas of the system. The governance plan also establishes rules for appropriate use of the SharePoint environments.
  • 27. Governance • Governance is a set of roles, responsibilities, and processes that are put in place in an enterprise to guide the development and the use of a SharePoint solution. These techniques should also align with the enterprise’s culture and goals while enabling teams and individuals to effectively collaborate and share information. • Key Words: o Enable o Collaborate o Share
  • 28. Governance for Adoption Step 1 Establish a governing body for the usage and management of SharePoint environments by: – Identifying appropriate business owners willing to provide strategic insight and direction – Identifying appropriate IT infrastructure to provide operational support – Creating effective support system through proper channels of escalation for end users – Establishing governing usage and maintenance policies and procedures along the way
  • 29. Getting Started with Governance in 2013 What to Consider Description Unused Sites What happens to unused sites? Social Policy Appropriate vs Inappropriate, Liking, Tagging, Following, etc.. Site Management Site Owners need to know how sites will be managed. Are they controlled? Are they managed by the IA? Site Templates Which templates are available and how will they be used? Site Request How will users go about asking for a new site? What will be included in the new site (type of template, customizations?) Change Request/Feedback Model – Support? How is support defined? To whom does the End User address to get answers? Naming Conventions How will DBs, Servers, etc... be named? It should be consistent. SharePoint Designer Governing the usage of SPD for editing/designing pages for a common look and feel Etc!!!
  • 30. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 31. What is Information Architecture? IA is your company’s way of describing, organizing and discovering your content The Information Architecture Institute describes IA as "the art and science of organizing and labeling websites, intranets, online communities and software to support usability."
  • 32. IA tends to include the following: • Navigation Structure • Metadata Strategy • Site Taxonomy • Search Strategy
  • 33. IA • Your information architecture helps users find information in any of three scenarios: – I know it does exist and I actually know where it is. – I know it does exists, but I really don’t know where it is. – I have no idea if it exists.
  • 34. Why should I care about IA? • Because End User Adoption relies upon this! • Usability - Sites that lack a well-thought out IA tend to become desolate. It is difficult to find information because the site navigation is substandard • Site Management/Administration - A good, thought out IA will help address storage requirements and goals.
  • 35. Information Architecture • If SharePoint is difficult to use, confusing to navigate through, and information can’t be found quickly adoption won’t occur!
  • 36. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions
  • 37. Gamification Gamification is the use of game thinking and game mechanics in a non-game context to engage users and solve problems Enhance Skill Speed Collaboration Achievement Competition Status Using Gamification By measuring By Creating By providing
  • 38. Gamification • When designed correctly, gamification has proven to be extremely successful and efficient in engaging people and helping them to change behaviors, collaborate, improve skills and solve problems.
  • 39. demo
  • 40. Gina Montgomery VP Business Development gina.montgomery@acuvate.com, 913-217-0211 Abhishek Shanbhag VP Business Solutions abhishek@acuvate.com, 347-971-7080 Ron Clampitt Strategic Account Executive ron.clampitt@acuvate.com, 816-914-7023 Thank You! Contact Us… Visit www.ACUVATE.com for more info