The new version of SharePoint is better than ever with a new ribbon interface, Web 2.0 capabilities, web-based Office viewing and editing and much more! But as our experts will tell you, building a better intranet begins with a foundation of best practices. Download the slide deck and let our consultants familiarize you with the new best practices for SharePoint 2010. For more information or to schedule a follow-up meeting, contact C/D/H.

1. CDH
SharePoint 2010: Real Life
CDH Case Studies
March 2010

2. CDH Quick Facts
About Us Approach Partnerships
• 20th Year • Vendor Agnostic • Microsoft Gold
• Grand Rapids & • Non-reseller • VMware Enterprise
Royal Oak • Professional • Cisco Premier
• 25 Staff Services Only • Novell Platinum
• Citrix Silver

3. CDH Expertise
• Project Management
• Infrastructure
• Collaboration
• Access & Identity Management (AIM)

4. CDH CDH Talks Tech

5. CDH Organic Growth
Difficulty in organizing information,
finding information and
communicating information in a
secure and efficient manner
Partners
Employees Consultants

6. CDH Goals
Meet changing Manage IT costs
business needs and complexity
• Enhance information insight from data • Integrate line-of-business (LOB) systems
complexity • Provide ability to scale
• Work with partners and consultants • Protect intellectual property
• Embrace new work styles
• Enable innovation

7. CDH SharePoint Deployment Process
Estimating Initiating Planning Executing Closing
Monitoring & Controlling

8. CDH SharePoint Deployment Process
Estimating Initiating Planning Executing Closing
Monitoring & Controlling
• Envision
− Involves defining a business vision and defining a high-level scope
definition for the work required to deliver the desired business value and
benefits.
• Planning
− Involves the development of detailed functional requirements,
determination of application and infrastructure architectural impacts, and a
project plan for the remaining stages of the project.
• Development & Proof of Concept
− Includes validating the solution architecture through the development of an
initial solution and, if deemed appropriate, the completion of a proof-of-
concept.
• Testing & Acceptance
− Solution is tested, in some cases through a production pilot deployment,
and the solution is formally accepted by the client.
• Deployment
− Includes final development efforts, release coordination and
communication, end user education, production deployment, final solution
documentation, and project closure tasks, including formal sign-off on all
project deliverables.

9. CDH SharePoint Deployment Team
• Project Manager – Responsible for ensuring project timeline is
met, milestones are reached and stays on budget
• Creative Designer – Responsible for “look & feel” of
environment; part of minimizing perceived change is appeal to
end user and ease of use
• Trainer – Responsible for ensuring end users know how and why
it works the way it does and how to use most effectively
• Administrator – Responsible for day-to-day maintenance of
SharePoint (e.g. backups, security, troubleshooting)
• Architect / Infrastructure Specialist – Responsible for building
environment that can meet SLA requirements, handle projections
for growth and is compatible with other systems
• Developer – Responsible for extension of OOTB functionality
through code and development of new features to meet
requirements

10. CDH SharePoint Deployment Team
• SharePoint is not something that is deployed “behind the
scenes” then rolled out without involvement outside IT
• A successful deployment will involve technical and non-
technical resources along a broad cross-section of your
company
• Deployment team should include not only technical subject
matter experts, but also:
– Business Unit Management
– Ad hoc “Leaders”
– Early Adopters
– Administrative Staff
• Establish a governance plan to control SharePoint post-
deployment
• Don’t forget change management and training!

11. CDH The Result
Centralized, secure and consistent access to information
Consultants
Employees Partners
SharePoint 2010

12. Steps Taken to Design and
CDH Develop the Solution
• LOB integration
– Information mapping
– SQL Views
– Modification and addition of business process
• Business Intelligence
– RA for reporting
– Report development
– Data validation
• Collaboration
– Development of several Proof of Concepts
– Modification and addition of business process
• Communication
– Information flow mapping
– Standardization of communication
– Modification and addition of business process
• Social Networking
– Interesting….

13. CDH Points to Ponder

14. CDH Microsoft SharePoint 2010
The business collaboration platform for the enterprise and the Web

15. CDH Service Applications
• Access Services
• Business Data Connectivity
• Document Conversion
• Excel Services
• Managed Metadata Service
• PerformancePoint
• Search
• Secure Store
• State Service
• Visio Graphics Service
• User Profile Service

16. CDH Service Applications
Group or no group, that is the question
SharePoint 2007 SharePoint 2010

17. CDH Managed Metadata Services
Get the “term store” running smoothly by thinking ahead

18. CDH Managed Metadata Services

19. CDH Managed Metadata Services

20. Business Connectivity Services (BCS)
CDH Not quite point and click, but close

21. CDH Business Connectivity Services (BCS)
Not quite point and click, but close

22. CDH PowerShell
If you haven’t learned it yet… Now is THE time
• Access Services • Database
• Enterprise content • Features and solutions
management • General
• Excel Services • Import and export
• InfoPath
• Logging and events
• State service and session state
• Security
• Secure Store Service
• Service applications
• User Profile Service
• Site management
• Search
• Performance
• Visio Services • Upgrade
• Web Analytics
• Workflow management
• PerformancePoint Services
• Timer jobs
• Word Services
• SharePoint Foundation 2010
• Backup and restore Search

23. CDH InfoPath 2010
Update your skills with this new, must use tool
• Finally! Something easy… Well maybe
• Still have a learning curve if you need to code
• New interface
• New features
– Quick Publish
– New templates
– Rules are easier to manage
– SharePoint list form customizer
– Mashups (connections and web parts)
– Picture buttons
– New Person/Group picker
– Bulleted list items

24. Prepare for the Social Revolution
CDH Social Networking will make its way into your world soon
• Identify champions– sell the value!
– at the executive level
– early adopters level
• Encourage grassroots ownership
• Build a rich User Profile now
• Begin today with SharePoint 2010 RC
– Use POCs to build support and learning
– Rollout to pilot groups to increase experience
• What about privacy and socially irresponsible data?
– Define a governance
– Policies will be required
– Address legal, compliance, and security issues early
• Consider what the features of Social Networking you will allow
• How will you use the social data that is generated
• Plan for the expanded data storage needs in the MySite
database(s)

25. CDH Upgrading
Supported Scenarios Unsupported Scenarios
• In-Place Upgrade • Upgrade from earlier than WSS v3
• Database Attach Upgrade: SP2/MOSS 2007 SP2 (preferably
– Content Database with Oct. 2009 Cumulative
Update)
– Profile Service Database
• SQL earlier than:
– Project Service Database
– 2005/SP3/CU3
• Single Click Install - SQL Migration
– 2008/SP1/CU2
– Windows Internal Database
(WID)  SQL Express 2008 + • Direct upgrade from WSS v2/SPS
File Stream RBS 2003 or earlier
• Upgrade from WSS v3 to • Side by side installation
SharePoint Server 2010 • Gradual upgrade

26. CDH Search
Planning for search has never been more important

27. CDH Virtualized?
Make sure you are ready
• A development environment is a must
• Plan for plenty of disk space for your VMs,
and you will have more
• Take plenty of VM snapshots
– Take at milestone times in the implementation
– Take before new setups that you have not
learned before
• Give the SharePoint environment lots of
resources

28. CDH Lots of Other Stuff to Learn
Sub Heading
• Records Management
• eDiscovery and other compliance
• Disaster Recovery / Fault Tolerance
• Monitoring / Health Services
• New capacity considerations

29. CDH
CDH SharePoint in Action

30. CDH Ferrari

31. CDH Energizer

32. CDH Winchester Ammunition

33. CDH Swatch

34. CDH TV Guide

35. CDH Kroger

36. CDH Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
p: (248) 546-1800 p: (616) 776-1600
www.cdh.com
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