After years of struggling with Lotus Notes and Office 2003, in 2007 a document centric organisation decided to deploy SharePoint 2007 and Office 2007. Their hope: • To standardise office templates • create and deploy over 20 content types (across multiple site collections) • use workflow to automate document reviews and approval process • ensure that metadata was adhered to • provide an enterprise search platform to staff This presentation explains the real life difficulties and successes they had. For example should they develop custom code or buy third party products to cover the functionality gap? Should they spend money on automating tasks or let the users continue doing some tasks manually? But ultimately the aim is to answer if SharePoint 2010 is panacea to their SharePoint 2007 difficulties?

1. Sharepoint 2010… …is it the panacea to the shortcomings and difficulties we had with SharePoint 2007?

2. Who am I? just your friendly SharePoint guy

3. Who am I?

5. August 2011

6. Experience Worked with SharePoint since 2002 Digital Dashboard Microsoft SharePoint Portal Server 2001 Microsoft Office SharePoint Portal Server 2003 Microsoft Office SharePoint Server 2007 SharePoint Server 2010 Information Management User Adoption Accessibility Usability

7. @SharePointRandy SharePointRandy.com Linkedin.com/in/RandyPerkins help@SharePointRandy.com

9. A bit about you it’s an interactive session

10. Questions What is your role? What version of SharePoint are you using? Who is migrating to SharePoint 2010? What’s your experience with Web Parts? Have you purchased management tools for SharePoint?

11. Who, what,where and When change of plan

12. Challenges CMS DMS Novell SharePoint Lotus Notes Documentum Shared Folders

13. don’t we all? I want it all,and I want it now!

14. Get your facts straight "It is a capital mistake to theorise before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts.” Sherlock Holms

15. http://www.businessballs.com/treeswing.htm

16. MoSCoW M - MUST have this. S - SHOULD have this if at all possible. C - COULD have this if it does not affect anything else. W - WON'T have this time but WOULD like in the future.

17. MoSCoW for Search Requirements

18. Old to New from a –z

21. If you build it… ..they may come

22. User Adoption Training eLearning Classroom based Desk side Change of work pattern Revert back to the old ways, like email

24. harmon.ie Help increase SharePoint Increase collaboration

25. Have a solid foundation don’t build on quick sand

26. Environments Environments Development Integration Test UAT Training Pre-Production Production Servers Physical Virtual Servers How many? Storage

27. DIY or call the professionals

28. Code Advantages You get the exact functionality you want, some times Add/remove features at will May be your only option No support costs Disadvantages Costly Has to be maintained

29. Buy Advantages Cheaper No on-going maintenance Disadvantages You may not get the exact functionality you want Have to wait for improvements May have annual support costs

30. Common Enhancements Staff Directory Content and Code People Zen Cross Site Collection Lists Lightening Tools Bamboo Web Analytics CardioLog Workflow Nintex 2007 K2 Black Pearl / (BlackPoint Q1 2008) Skelta 2007

31. Putability Findability

32. Content Types Problems in 2007 Scoped at the Site Collection level No tools to replicated across site collections GUIDS Developer Required Time and Effort 2010 Can be centralised

33. Taxonomy A.K.A. Glossary Index Directory Catalogue Use Organising data Classification of data Structuring data Centrally manage

35. Managed Metadata Service Application Demo / Video

37. Search (2007) Limitation SharePoint 2007 Difficulties Managing Best Bets Couldn’t easily refine searches (faceted search) Third party BI Insight - http://www.ba-insight.net Ontolica by Surfray – http://www.surfray.com/

38. Search (2010) Versions Search Server 2010 Express SharePoint Server 2010 (limited refiners) Fast Search Server 2010 for SharePoint Fast Server Fast for Internet Sites Features Metadata-Driven Navigation People and Expertise Search OpenSearch support (not new) Visual Best Bets Thumbnails and Previews

39. Workflow (2007) List bound Could not reuse SPD2007 workflows Easy to create workflows

40. Workflow (2010) Workflows now reusable Visio Impersonation InfoPath (not .aspx) SharePoint / Office 2010 Co-authoring

41. Examples InfoPath Health and Safety Form IT Change Request New User

42. Birds of a feather flock together opposites attract

43. Social (2007) Limited Blogs Discussion Boards Community Community Kit for SharePoint, http://cks.codeplex.com/Blog, Wiki

44. Social (2010) Much better Organization Browser (Silverlight) Ask me about Add as colleague …could be better: SharePoint Forum Solutions (Lightning Tools) Social Sites for Microsoft SharePoint 2010 (NewsGator)

45. Beauty is in the eye of the beholder or the person who controls the budget

46. SharePoint Designer 2007 Free Stability Dangerous

47. SharePoint Designer 2010 Still free  Additional functionality Prevent use Build and apply theme demo…

50. Add value, not complexity Keep It Simple Stupid

53. ROI For every feature and enhancement can you justify the cost. Does excessive branding for internal Intranets provide any ROI?

54. SharePoint 2014 what is in store?

55. It doesn’t matter.. Follow best practices now Learn from your mistakes Ask advice Attend the user groups - http://suguk.org/ Get training - www.combined-knowledge.com/

56. So is SharePoint 2010 the answer?

57. SPD Related sessions… Tuesday 10:15 – IW507, How to - analysis and design of web publishing solutions, Mark Orange 15:00 – IW510, Controlling who can use SharePoint Designer, Penny Coventry 16:15 – IW511, InfoPath and SharePoint Designer 2010 Workflow Best Practices, Laura Rogers COM610 - SharePoint Branding – From Beginning to End, Matthew Hughes Wednesday IW315 – Creating consistency in the user interface design with SharePoint 2010, Cathy Dew

58. Other Related sessions… Tuesday IW407 - End User Adoption - the most hijacked SharePoint Term, what does it actually mean…, Steve Smith COM607 - The secrets of successful Enterprise Social Computing with SharePoint 2010 by Symon Garfield IT/DEV308 - SharePoint Search 2010 Challenges Tricks and Tips, Matthew McDermott Wednesday IW413 - What to avoid to ensure Workflow projects succeed, Mike Fitzmaurice

59. Questions?

60. @SharePointRandy SharePointRandy.com Linkedin.com/in/RandyPerkins help@SharePointRandy.com