The Seven Most Important (Non Technical) Factors for Sharepoint Success
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The document discusses seven important non-technical factors for successful SharePoint projects: understanding requirements and limitations, accurate estimation, achieving buy-in by addressing stakeholders' priorities, determining and supporting ROI, implementing governance, iterative implementation and user support, and planning for adoption, new work, and growth. It provides tips for each factor such as mapping solutions to objectives, explaining non-financial benefits, and cultivating the right culture for adoption.
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The Seven Most Important (Non Technical) Factors for Sharepoint Success
- 1. The Seven Most Important Non Technical SharePoint Success Factors Starring: Joe! For Project Managers For Developers For Business Analysts For Architects w/ Richard Harbridge For Administrators @rharbridge
- 3. is a Business Analyst
- 4. is a Project Manager
- 5. is a Technology Specialist
- 10. Loves Speaking@rharbridge Blah blahblahblahblah
- 12. Knowledge around Limitations of the Software (When to use it/When not to)
- 14. What we will be talking about… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
- 15. Understanding the ‘Why’ and Making a Decision
- 16. Meet Joe Hi! Richard Harbridge SharePoint Saturday
- 17. At Joe’s Company… Richard Harbridge SharePoint Saturday
- 18. Decision Makers don’t have Enough Information Richard Harbridge SharePoint Saturday
- 19. The CFO needs to Reduce Costs Richard Harbridge SharePoint Saturday
- 20. IT Services Struggles to Keep Up Richard Harbridge SharePoint Saturday
- 21. And People Are Having Trouble Finding What They Need Richard Harbridge SharePoint Saturday
- 22. So Joe has an Idea! Richard Harbridge SharePoint Saturday
- 23. We can solve our problems with technology! Richard Harbridge SharePoint Saturday
- 24. Richard Harbridge SharePoint Saturday
- 25. What does Joe really knowabout his Company’s needs? Decision Makers don’t have Enough Information The CFO needs to Reduce Costs IT Services Struggles to Keep Up People Are Having Trouble Finding What They Need Richard Harbridge SharePoint Saturday
- 26. Even if Joe understands the needs of his workplace… Richard Harbridge SharePoint Saturday
- 27. Technology is never the whole solution Richard Harbridge SharePoint Saturday
- 28. Let’s say Joe does understand the needs of his organization What’s Next? Richard Harbridge SharePoint Saturday
- 29. Research
- 30. Joe doesn’t really like research… This is boring… Richard Harbridge SharePoint Saturday
- 31. So Joe decides… Awesome! Not as awesome. Richard Harbridge SharePoint Saturday
- 32. Since Everyone in Joe’s Company uses Microsoft Office… Richard Harbridge SharePoint Saturday
- 33. SharePoint is the Perfect Fit! Richard Harbridge SharePoint Saturday
- 34. Richard Harbridge SharePoint Saturday
- 35. Map the needs of the organization to the right technology… Richard Harbridge SharePoint Saturday
- 36. Perform in depth product comparisons and evaluations Richard Harbridge SharePoint Saturday
- 37. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive Richard Harbridge SharePoint Saturday
- 39. Dynamics CRM
- 40. Dynamics GP
- 41. Dynamics NAV
- 42. Dynamics POS
- 43. Dynamics RMS
- 44. Dynamics SLRichard Harbridge SharePoint Saturday
- 45. 2007 Online On Site Even SharePoint has multiple options 2010 Richard Harbridge SharePoint Saturday
- 46. It’s not just a feature to feature comparison Richard Harbridge SharePoint Saturday
- 47. So Joe does all that good research and… Richard Harbridge SharePoint Saturday
- 48. SharePoint is a part of his overall Enterprise Technology Plan Richard Harbridge SharePoint Saturday
- 49. The Outcome Joe has made an educated and informed decision based on the businesses needs.
- 50. What to watch out for… We have to define our needs carefully if we want to pick the right technology.
- 51. Achieving Buy In and Setting Expectations
- 52. Before we begin… Richard Harbridge SharePoint Saturday
- 53. Let’s Talk About Perceptions Richard Harbridge SharePoint Saturday
- 55. People See Different Things Richard Harbridge SharePoint Saturday
- 56. Perceptions Impact Motivation Richard Harbridge SharePoint Saturday
- 57. Joe is on a mission. Richard Harbridge SharePoint Saturday
- 58. Joe has to convince IT Services, the CFO and Decision Makers Richard Harbridge SharePoint Saturday
- 59. We are going to help Joe out with an exercise! Thanks! Richard Harbridge SharePoint Saturday
- 60. What is the most important thing to IT Services? Richard Harbridge SharePoint Saturday
- 62. What are some ways we can convince IT Services? Richard Harbridge SharePoint Saturday
- 64. SharePoint’s integration is invaluable to IT.
- 65. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.Richard Harbridge SharePoint Saturday
- 66. What is the most important thing to the CFO? Richard Harbridge SharePoint Saturday
- 67. NUMBERS
- 68. What are some ways we can convince the CFO? Richard Harbridge SharePoint Saturday
- 70. Money can be invested to always generate a return.
- 71. You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.Richard Harbridge SharePoint Saturday
- 72. What is the most important thing to Decision Makers? Richard Harbridge SharePoint Saturday
- 73. Add Value
- 74. What are some ways we can convince Decision Makers? Richard Harbridge SharePoint Saturday
- 76. Productivity gain can be difficult to measure, as can reduction in waste.Richard Harbridge SharePoint Saturday
- 77. Buy In and Expectations Tips Richard Harbridge SharePoint Saturday
- 78. Map Solutions to Objectives Direct Relationship Indirect Relationship Richard Harbridge SharePoint Saturday
- 79. Explain Information Overload Information Information Information Information Richard Harbridge SharePoint Saturday
- 80. Explain Scalable Architecture Richard Harbridge SharePoint Saturday
- 81. What’s the expectationwe have to set? Richard Harbridge SharePoint Saturday
- 82. It Takes Time
- 83. SharePoint Solutions (Evolution) *Super Simplified Richard Harbridge SharePoint Saturday
- 84. The Outcome Joe has achieved momentum and buy in.
- 85. What to watch out for… Joe must carefully manage expectations and maintain the momentum.
- 86. Determining and Supporting ROI
- 87. What about this guy? Richard Harbridge SharePoint Saturday
- 88. How do we get here? Richard Harbridge SharePoint Saturday
- 89. METHODS FOR EVALUATING ROI Return on Investment
- 91. Remember to ‘discount’ values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future.Richard Harbridge SharePoint Saturday
- 92. Evaluating with Real Options Analysis Richard Harbridge SharePoint Saturday
- 93. Evaluating with Monte Carlo Analysis Richard Harbridge SharePoint Saturday
- 94. There are different ways of calculating ROI evaluate what works best for you This is almost as boring as research… Richard Harbridge SharePoint Saturday
- 95. ROI Advice and Tips Richard Harbridge SharePoint Saturday
- 96. Excel has wonderful Formulas Richard Harbridge SharePoint Saturday
- 97. The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty Richard Harbridge SharePoint Saturday
- 99. I have an easy requirement. It’s a 2 in difficulty (out of 10).
- 100. The expected value of the difficult requirement is 4 (out of 10).
- 101. The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty Richard Harbridge SharePoint Saturday
- 102. ROI (traditionally) Measures Financial Impact Richard Harbridge SharePoint Saturday
- 103. ROI analysis doesn’t cover ‘non-financial impact’ or ‘increased potential’ STILL IMPORTANT Improved Relationships Improved Know-How Website/Intranet Visitors Improved Morale Improved Skills User Complaints Increased Connections Positive Word of Mouth Innovation Click-throughs Employment Applications Comments Negative Word of Mouth Better Reputation Richard Harbridge SharePoint Saturday
- 104. Example of Non-Financial Measurement Richard Harbridge SharePoint Saturday
- 106. 30% of a typical workers day is spent searching for information.
- 107. In a 1,000 employee company lost productivity costs approximately $5 million a year.Source: “The Enterprise Workplace,” IDC, 2005 Source: IDC, 2003 Source: “Hidden Costs of Information Work,” IDC, 2006 Richard Harbridge SharePoint Saturday
- 109. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
- 110. Currently we pay for full licensing on 7 different enterprise document management solutions.Source: “Support Review Q4,” IT, 2010 Source: “HR Employee Benefits Survey,” HR, 2010 Source: “Financial Audit of Licensing Costs,” Finance, 2010 Richard Harbridge SharePoint Saturday
- 111. Break it down. Richard Harbridge SharePoint Saturday
- 112. IS Use them. Richard Harbridge SharePoint Saturday
- 113. SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx Richard Harbridge SharePoint Saturday
- 114. Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx Richard Harbridge SharePoint Saturday
- 115. MEASURE THE RIGHT THING
- 117. What you don’t want. Don’t lose perspective. Richard Harbridge SharePoint Saturday
- 118. The Outcome Joe is measuring effort effectively to improve return on investment.
- 119. What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.
- 121. What is Governance? Richard Harbridge SharePoint Saturday
- 123. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced. Richard Harbridge SharePoint Saturday
- 124. Without Governance Richard Harbridge SharePoint Saturday
- 125. So how do we do it? Richard Harbridge SharePoint Saturday
- 128. Tactical Teams:
- 131. Tactical Support TeamRichard Harbridge SharePoint Saturday
- 132. Identify patterns.Plan for patterns.Execute patterns.
- 133. I think I see a Pattern. Richard Harbridge SharePoint Saturday
- 134. Executing Governance Richard Harbridge SharePoint Saturday
- 135. The Result: Richard Harbridge SharePoint Saturday
- 137. Objectives/Priorities (Tech/Business)Richard Harbridge SharePoint Saturday
- 140. Deployment Process, Policies, and Schedule
- 141. Monitoring Plans
- 142. Maintenance Plans
- 144. Etc…Richard Harbridge SharePoint Saturday
- 146. Site Classification and Platform Classification
- 150. Support Agreement(s)
- 151. Training and Communication Plans
- 152. Etc…Richard Harbridge SharePoint Saturday
- 154. Workflow Policy
- 157. Testing Requirements
- 158. Etc…Richard Harbridge SharePoint Saturday
- 159. IS Use them. Richard Harbridge SharePoint Saturday
- 160. Governance Checklist Richard Harbridge SharePoint Saturday
- 161. TechNet, Community and More.. Richard Harbridge SharePoint Saturday
- 162. With Governance Richard Harbridge SharePoint Saturday
- 163. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes
- 164. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.
- 165. Approaching and Supporting SharePoint
- 166. What is the best approach for SharePoint Implementations? Richard Harbridge SharePoint Saturday
- 167. ITERATIVE APPROACH
- 169. It takes time to understand SharePoint.
- 170. SharePoint is great for rapid prototyping, and for proof of concept work.
- 171. It ensures there is enough time to review, adjust, and communicate.Richard Harbridge SharePoint Saturday
- 172. CommunicationPlanning Richard Harbridge SharePoint Saturday
- 174. Helps keep communication focused.
- 175. Helps prevent unwanted surprises.Richard Harbridge SharePoint Saturday
- 177. Explain as much as you can (Pros/Cons).
- 178. Solidifies decisions and allows them to explain to anyone who asks.
- 179. Ask every question three times in three different ways. Richard Harbridge SharePoint Saturday
- 180. SupportPlanning Richard Harbridge SharePoint Saturday
- 181. Don’t forget you aren’t superman. (Sorry Joe) Richard Harbridge SharePoint Saturday
- 182. Multiple Tiers for Escalation (You can’t know everything) Richard Harbridge SharePoint Saturday
- 183. Measure Support Learn and use data to be proactive. Richard Harbridge SharePoint Saturday
- 185. Online
- 186. MSDN
- 187. TechNet
- 188. Blogs
- 189. Cheat Sheets
- 190. One on One
- 191. Classroom Training
- 192. Forums
- 193. Help
- 194. EtcRichard Harbridge SharePoint Saturday
- 195. Useful, digestible trainingsessions (less than an hour) Workshops > Presentations Richard Harbridge SharePoint Saturday
- 196. Avoid too much too fast.Keep it simple. It’s like learning to drive. Richard Harbridge SharePoint Saturday
- 197. IS Use them. Richard Harbridge SharePoint Saturday
- 198. Productivity Hub Richard Harbridge SharePoint Saturday
- 199. Stand Alone/Portal Edition Training Richard Harbridge SharePoint Saturday
- 200. SharePoint Learning Kit Richard Harbridge SharePoint Saturday
- 201. Support Tip… Richard Harbridge SharePoint Saturday
- 202. RESPOND You never want to give the IT busy signal, or support busy signal.
- 203. The Outcome SharePoint is supported effectively.
- 204. What to watch out for… The training and support can be costly in time and resources.
- 206. User Adoption Richard Harbridge SharePoint Saturday
- 207. How do we get successful User Adoption? Richard Harbridge SharePoint Saturday
- 208. USERS MUST UNDERSTAND THE VALUE
- 209. Successful User Adoption Requires… Richard Harbridge SharePoint Saturday
- 210. User Adoption Advice and Tips Richard Harbridge SharePoint Saturday
- 211. Do a video like this one… Richard Harbridge SharePoint Saturday
- 212. High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More Richard Harbridge SharePoint Saturday
- 213. Cultivate and promote the right culture. Richard Harbridge SharePoint Saturday
- 214. Create an Identity and Brand Branding should make it easier, and more effective. Richard Harbridge SharePoint Saturday
- 215. Focus on those on board/ready. People who already want it. Richard Harbridge SharePoint Saturday
- 216. Make it Fun! Hold Contests, Scavanger Hunts and Other Activities Richard Harbridge SharePoint Saturday
- 217. Use what they love. If they love using outlook focus on using that as a leveraging point. Richard Harbridge SharePoint Saturday
- 218. Say Thank You Richard Harbridge SharePoint Saturday
- 219. It’s okay to be proud. Richard Harbridge SharePoint Saturday
- 220. Richard Harbridge SharePoint Saturday
- 221. Reward super users with achievements. Then promote the desire to get rewards. Richard Harbridge SharePoint Saturday
- 222. Create a SharePoint Showcase Good Idea! Where users submit and show off their SharePoint “Solutions” Richard Harbridge SharePoint Saturday
- 223. Make it easier to work with Richard Harbridge SharePoint Saturday
- 224. IS Use them. Richard Harbridge SharePoint Saturday
- 225. What used to be GearUp… http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx The Kit is ! Buzz Sweet Richard Harbridge SharePoint Saturday
- 226. Walk your own talk. Richard Harbridge SharePoint Saturday
- 227. The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.
- 228. What to watch out for… The build it they will come approach will not work alone.
- 229. Planning for New Work and Growth
- 230. What about New Work & Growth? Richard Harbridge SharePoint Saturday
- 231. Spend time in advance building a channel for new work. Avoid the flood. Richard Harbridge SharePoint Saturday
- 232. Know your limits Richard Harbridge SharePoint Saturday
- 233. Growyour team Richard Harbridge SharePoint Saturday
- 235. Administrators(s)
- 236. Architect(s)
- 237. Business Analyst(s)
- 238. Project Manager(s)
- 240. Super Users(s)
- 241. Trainer(s)Richard Harbridge SharePoint Saturday
- 242. Cultivatenew work! It’s a good thing. This boosts user adoption! (More functionality and dependency over time) Richard Harbridge SharePoint Saturday
- 243. The Outcome The SharePoint Implementation continues to grow, expand and provide more value.
- 244. What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.
- 246. Knowing the Limitations of the Software (When to use it/When not to)
- 248. Success Factors… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth Understand Business Needs and Map to Them Share Alignment, Vision and Expectations Use Measurements to Improve and Return More Use Team Work And Execute With Patterns Be Iterative, Leverage Everyone, and Respond Share the Value and Successes Manage your Capability and Priorities
- 250. Blog: www.rharbridge.com
- 252. Email me at: harbrich@hotmail.com
Editor's Notes
- My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you.
- You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
- Ask every question three times in three different ways - Might get it wrong, might be mis-estimating their technical vocabulary/abilityUse Pictures - Pictures and moreeee pictures.
- Dependancy also works.
- A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening