MS Sharepoint to solve ent ops problems

Sanjeev Bora
Sanjeev BoraCo-Founder, CTO at ThinkProxi LLC en ThinkProxi LLC
SharePoint for
Enterprise
Management
Team
Sales &
Delivery
Teams
Finance,
Marketing &
HR Teams
IT
(Developers &
Administrators)
Public
(Clients, Potential
Clients)
Enterprise
Groups
Our Business Problems
Collaboration
Communication
Data collection and Search
Business workflows
Data visualization
Public Website
IT Governance
Reduce costs
MS Sharepoint to solve ent ops problems
Sales and Delivery
 Collaboration
 Must do more with less
 Searching for content
 Employees are engaged
MS Sharepoint to solve ent ops problems
Finance, Marketing & HR
Cost reduction
Get the word out
Employees are engaged
Collaboration
MS Sharepoint to solve ent ops problems
MS Sharepoint to solve ent ops problems
Business Workflows
 Overall management of the company
 Decisions on which route to take
 Business decision flow
 Coordinating the overall business
MS Sharepoint to solve ent ops problems
MS Sharepoint to solve ent ops problems
IT (Admin & Developers)
Need to provide a solution
That’s easy to manage
And maintains proper IT governance
MS Sharepoint to solve ent ops problems
How SharePoint Solves these Business Problems
 People want to find what they need right away without digging around or
being distracted by irrelevant content.
 SharePoint can help you make your customers and partners happy by giving
them what they really want relevant information, recommendations, and
insights into their data.
 With SharePoint, you can build either simple and dedicated portals or
public facing websites so that your customers and partners easily get what
they need
SALES AND MARKETING
Make your customers & partners happy
 People want to find what they need right away without digging around or
being distracted by irrelevant content.
 SharePoint can help you make your customers and partners happy by giving
them what they really want relevant information, recommendations, and
insights into their data.
 With SharePoint, you can build either simple and dedicated portals or
public facing websites so that your customers and partners easily get what
they need
Engage your audience online
 People expect the same experience no matter how they access your site.
 To make sure they get it, SharePoint makes it possible for you to deliver a
consistent, unified digital experience on laptops, smartphones, and tablets.
 Not only are your SharePoint sites accessible from any device, but they also
deliver targeted, highly relevant content and personalized recommendations
to your audience around the globe.
 Building a global brand is now easier than ever, and SharePoint also helps you
stay in compliance with copyright and other legal requirements by ensuring
consistency across all of your sites.
Align your teams
 Deals are won and lost depending on how closely marketing and sales teams
are aligned. That's how important communication is and that's why SharePoint
gives people a better way to stay in sync.
 SharePoint is the place where sales representatives can access the most up-to-
date marketing information, even when on the road, so that messaging is
consistent.
 It's also where sales and marketing teams can have conversations, share ideas,
and refine content together.
 Best of all, they can share best practices and knowledge on customers,
competitors, or sales processes, making it easier to act on new opportunities
and close deals more quickly
FINANCE AND ACCOUNTING
Crunch the numbers together
 Crunching the numbers doesn't have to be difficult. SharePoint lets you
gather a lot of information from different people and different departments
into a single spreadsheet.
 Best of all, you can work with more than one person even your whole team
if you want on the same spreadsheet at the same time.
 Crunching the numbers together doesn't just make your life easier, but it
also helps boost productivity and can lead to more insights that can be
easily shared with anyone in your organization.
HR AND INTERNAL
COMMUNICATIONS
Onboard new employees
 First days are stressful for both new employees and the HR department.
 There's a lot to learn and a lot to tell. Where do you begin?
 SharePoint can be the single hub for everything that a new hire needs on
its first day, and beyond. You can make it easier for people to connect with
their peers or mentors, understand the business, and ramp up rapidly.
 You can take advantage of automatic task routing and use forms built right
into your site, leading to less paperwork and faster completion.
 Better processes, less time, smoother onboarding. What's there to stress
about?
MS Sharepoint to solve ent ops problems
Keep everyone informed
 Your company has a unique story, but like any great tale, it needs people to
make it come alive.
 How do you get your employees excited about your vision? How do you
get them talking about ideas... and talking to each other?
 SharePoint makes it easy to keep everyone engaged.
 It's a one stop shop where people can find the latest news and
information.
 It can be a great place for people to have live discussions, give real time
feedback, and share experiences.
 SharePoint is like a "social glue" that keeps your employees and your vision
moving forward together.
MS Sharepoint to solve ent ops problems
WORKFLOW
MANAGEMENT
Workflow Overview
 Reduce unnecessary human interaction.
 Automate processes.
 Facilitate Business Process
 Improve collaboration
 Predefined Workflows
• Collect Feedback
• Approval
• Disposition Approval
• Collect Signatures
• Three –state
• Translation Management
• Issue Tracking
SAP Integration with SharePoint and Office 365
Key areas customer have trouble
 How to provide SAP data in the well known Office user interface?
 How to make sure quality, consistency of integrated data?
 How to avoid programming and complex architecture?
 How to securely transfer and access SAP data?
 What about performance and reliability of the integration?
Here is the solution
Using Cloud Connector can connect native SharePoint lists and libraries (on premise or in
the cloud) directly to almost any external data source codeless, and bi-directional,
including SAP data
Themes
The themes engine has been completely reworked
Everything is now based on HTML instead of proprietary format – including support
for HTML5
◦ PowerPoint is no longer used to create custom themes
You get much richer themes and common building blocks for customizingthem
◦ A background image, palette and fonts with live preview
You can “try it out” to see how it looks
Theme Gallery
This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:
Sharepoint
ABOUT SHAREPOINT AND NEW FEATURES IN SHAREPOINT 2013
What is Sharepoint?
Sharepoint is a software platform,not
just a product
Just as MS Office is not a product, rather it’s a
suite of products (MS Word, MS PowerPoint…)
Sharepoint is a large set of functionality bundled
together
Sharepoint
ECM
Collaboration
Enterprise
Search
Business
Workflow
Business
Intelligence
Portals
For Developers
• Full trust solutions
• Customizations to
file system of servers
• Classic model from
2007
• Declarative elements
• Partially trusted code
service still included
for limited server
side support
Farm Sandbox SP Apps
• New Apps model
• Deployed from
corporate catalog or
office market place
• Manage permission
and licenses
specifically
• Preferred option
How to Implement
Sharepoint
Step 1: Identify the business
needs of the users
THIS IS JUST BUSINESS ANALYSIS & REQUIREMENT GATHERING
Step 2: Evaluate which components
of Sharepoint are Required and how
they map to the BusinessNeeds
THIS HELPS TO DETERMINE WHETHER SHAREPOINT IS THE ONLY
TOOL REQUIRED AND HOW SHAREPOINT MAPS TO THE
REQUIREMENTS
Step 3: Procurement
DURING THIS STEP, PROPER PLANNING IS REQUIRED (HARDWARE
REQUIRED, SOFTWARE REQUIRED
For Example: Procurement
Planning:
Proper hardware sizing
Software setup
IT policies and Governance
Administration:
Users Management – FBA, AD
Backups and Disaster Recovery - Options
Example : Hardware Sizing
Web Application Server Database Server
Processor 64-bit, 4 cores for small deployments
64-bit, 8 cores for medium deployments
Processor 64-bit, four cores
RAM 4 GB for developer or evaluation
use
8 GB for production use in a single
server or in a multiple server farm
RAM 8 GB for small deployments
16 GB for medium deployments
Hard disk 80 GB for system drive
Hard disk space is dependent on the size of
your SharePoint content
Hard disk 80 GB for system drive
Maintain twice as much free space as you have
RAM for production environments.
Step 4: Setup
Deployment of SharePoint On premise
Deployment of SharePoint in Cloud
Deployment of SharePoint On premise
 Configure development environment
 Develop and design
 Configure live environment
 Deploy the site as is from development environment to live
environment.
 Remove test data
 Go live.
Deployment in Cloud (Office 365)
 Subscribe Office 365.
 Do basic setup.
 Develop the complete portal.
 Complete QA.
 Remove test data.
 Go Live.
Sharepoint 2013 Feature-set
Enterprise Content Management
Site-level retention policies
◦ Compliance levels extended to sites
◦ Policies include:
◦ Retention policy for sites and Team Mailbox associated with
site
◦ Project closure and expiration policy
Discovery Center
◦ Designed for managing discovery cases and holds
◦ Establishes a portal through which you can access
discovery cases to conduct searches, place content on
hold, and export content
Enterprise Content Management
Manage all your content on SharePoint
◦ Support for searching and exporting
content from file shares
◦ Export discovered content from Exchange
and SharePoint
Team folders
◦ Seemless integration of Exchange and
SharePoint to provide best of both world
and end user flexibility
Web Content Management
Support the tools and workflows
designers use
Variations & Content Translation
Search Engine Optimization
Cross Site Publishing
Video & Embedding
Image renditions
Clean Urls
Metadata navigation
Social
Microblogging
• Share content, links, and media
• Follow people, sites, content,and
Conversations
Activity Feeds
• Provides a view into recent activity
related to content, links, media, and
people
Communication
◦ We can integrate chatting applications
like Yammer.
Social
Communities
◦ Community sites with self-service administration
and moderation
◦ Modern community features such as
achievements and reputation
Discussions
◦ Modern discussion boards
Blogs
◦ Client application integration
◦ Categories, comments, and moderation
My Site Host - The Landing Page
Newsfeed: shows you updates on
social activities for items and people
you are following:
◦ People posts
◦ People profile changes
◦ Changes on followeddocuments
◦ Items tagged with followedtags
◦ Mentions
◦ Activities: all my activities
◦ Likes
◦ Company Feeds
My Documents
Provides a single place for users to create, share, collaborate and follow important documents
In 15 my sites have a single document library that can be user for private document as well as documents
shared with others
So it is “the” document library of your personal site and a set of views that give access to content people
want to be connected with:
◦ All: provides an overall view of documents in the My Documents
◦ Shared with me: provides the ability to show all documents that have been shared with you across people’s My
Documents
Offline Libraries: Folder Sync
Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience.
◦ Works for My Documents as well as other SharePoint 15 Document Libraries.
Makes your documents accessible online, offline or in-between and your changes are automatically synced
◦ Syncs libraries across multiple devices
Overlays on files and folders so you can easily tell if your content is in sync.
Enables quick access to useful options in the System Tray area.
My Tasks
Search
New Search architecture with one unified
search
Personalized search results based on
search history
Rich contextual previews
Business Intelligence
Excel BI
◦ Instant analysis through In Memory BI Engine
◦ Power View Add-in
Excel Services
◦ Improved data exploration
◦ Field List and Field Well Support
◦ Calculated Measures and Members
◦ Enhanced Timeline Controls
Business Intelligence
PerformancePoint Services
◦ Filter enhancements and Filter search
◦ Dashboard migration
◦ Support for Analysis Services Effective User
Visio Services
◦ Refresh data from external sources – BCS and
Azure SQL
◦ Supports comments on Visio Drawings
◦ Maximum Cache Size service parameter
◦ Health Analyzer Rules to report on Maximum Cache Size
Mobile
Classic and Contemporary views for mobile
browsers
Automatic Mobile Browser Redirection
Target different designs based on user agent string
Office Mobile Web Apps
◦ Excel
◦ PowerPoint
◦ Word
Push notifications
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MS Sharepoint to solve ent ops problems

  • 2. Management Team Sales & Delivery Teams Finance, Marketing & HR Teams IT (Developers & Administrators) Public (Clients, Potential Clients) Enterprise Groups
  • 3. Our Business Problems Collaboration Communication Data collection and Search Business workflows Data visualization Public Website IT Governance Reduce costs
  • 5. Sales and Delivery  Collaboration  Must do more with less  Searching for content  Employees are engaged
  • 7. Finance, Marketing & HR Cost reduction Get the word out Employees are engaged Collaboration
  • 10. Business Workflows  Overall management of the company  Decisions on which route to take  Business decision flow  Coordinating the overall business
  • 13. IT (Admin & Developers) Need to provide a solution That’s easy to manage And maintains proper IT governance
  • 15. How SharePoint Solves these Business Problems  People want to find what they need right away without digging around or being distracted by irrelevant content.  SharePoint can help you make your customers and partners happy by giving them what they really want relevant information, recommendations, and insights into their data.  With SharePoint, you can build either simple and dedicated portals or public facing websites so that your customers and partners easily get what they need
  • 17. Make your customers & partners happy  People want to find what they need right away without digging around or being distracted by irrelevant content.  SharePoint can help you make your customers and partners happy by giving them what they really want relevant information, recommendations, and insights into their data.  With SharePoint, you can build either simple and dedicated portals or public facing websites so that your customers and partners easily get what they need
  • 18. Engage your audience online  People expect the same experience no matter how they access your site.  To make sure they get it, SharePoint makes it possible for you to deliver a consistent, unified digital experience on laptops, smartphones, and tablets.  Not only are your SharePoint sites accessible from any device, but they also deliver targeted, highly relevant content and personalized recommendations to your audience around the globe.  Building a global brand is now easier than ever, and SharePoint also helps you stay in compliance with copyright and other legal requirements by ensuring consistency across all of your sites.
  • 19. Align your teams  Deals are won and lost depending on how closely marketing and sales teams are aligned. That's how important communication is and that's why SharePoint gives people a better way to stay in sync.  SharePoint is the place where sales representatives can access the most up-to- date marketing information, even when on the road, so that messaging is consistent.  It's also where sales and marketing teams can have conversations, share ideas, and refine content together.  Best of all, they can share best practices and knowledge on customers, competitors, or sales processes, making it easier to act on new opportunities and close deals more quickly
  • 21. Crunch the numbers together  Crunching the numbers doesn't have to be difficult. SharePoint lets you gather a lot of information from different people and different departments into a single spreadsheet.  Best of all, you can work with more than one person even your whole team if you want on the same spreadsheet at the same time.  Crunching the numbers together doesn't just make your life easier, but it also helps boost productivity and can lead to more insights that can be easily shared with anyone in your organization.
  • 23. Onboard new employees  First days are stressful for both new employees and the HR department.  There's a lot to learn and a lot to tell. Where do you begin?  SharePoint can be the single hub for everything that a new hire needs on its first day, and beyond. You can make it easier for people to connect with their peers or mentors, understand the business, and ramp up rapidly.  You can take advantage of automatic task routing and use forms built right into your site, leading to less paperwork and faster completion.  Better processes, less time, smoother onboarding. What's there to stress about?
  • 25. Keep everyone informed  Your company has a unique story, but like any great tale, it needs people to make it come alive.  How do you get your employees excited about your vision? How do you get them talking about ideas... and talking to each other?  SharePoint makes it easy to keep everyone engaged.  It's a one stop shop where people can find the latest news and information.  It can be a great place for people to have live discussions, give real time feedback, and share experiences.  SharePoint is like a "social glue" that keeps your employees and your vision moving forward together.
  • 28. Workflow Overview  Reduce unnecessary human interaction.  Automate processes.  Facilitate Business Process  Improve collaboration  Predefined Workflows • Collect Feedback • Approval • Disposition Approval • Collect Signatures • Three –state • Translation Management • Issue Tracking
  • 29. SAP Integration with SharePoint and Office 365 Key areas customer have trouble  How to provide SAP data in the well known Office user interface?  How to make sure quality, consistency of integrated data?  How to avoid programming and complex architecture?  How to securely transfer and access SAP data?  What about performance and reliability of the integration? Here is the solution Using Cloud Connector can connect native SharePoint lists and libraries (on premise or in the cloud) directly to almost any external data source codeless, and bi-directional, including SAP data
  • 30. Themes The themes engine has been completely reworked Everything is now based on HTML instead of proprietary format – including support for HTML5 ◦ PowerPoint is no longer used to create custom themes You get much richer themes and common building blocks for customizingthem ◦ A background image, palette and fonts with live preview You can “try it out” to see how it looks
  • 31. Theme Gallery This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:
  • 32. Sharepoint ABOUT SHAREPOINT AND NEW FEATURES IN SHAREPOINT 2013
  • 33. What is Sharepoint? Sharepoint is a software platform,not just a product Just as MS Office is not a product, rather it’s a suite of products (MS Word, MS PowerPoint…) Sharepoint is a large set of functionality bundled together Sharepoint ECM Collaboration Enterprise Search Business Workflow Business Intelligence Portals
  • 34. For Developers • Full trust solutions • Customizations to file system of servers • Classic model from 2007 • Declarative elements • Partially trusted code service still included for limited server side support Farm Sandbox SP Apps • New Apps model • Deployed from corporate catalog or office market place • Manage permission and licenses specifically • Preferred option
  • 36. Step 1: Identify the business needs of the users THIS IS JUST BUSINESS ANALYSIS & REQUIREMENT GATHERING
  • 37. Step 2: Evaluate which components of Sharepoint are Required and how they map to the BusinessNeeds THIS HELPS TO DETERMINE WHETHER SHAREPOINT IS THE ONLY TOOL REQUIRED AND HOW SHAREPOINT MAPS TO THE REQUIREMENTS
  • 38. Step 3: Procurement DURING THIS STEP, PROPER PLANNING IS REQUIRED (HARDWARE REQUIRED, SOFTWARE REQUIRED
  • 39. For Example: Procurement Planning: Proper hardware sizing Software setup IT policies and Governance Administration: Users Management – FBA, AD Backups and Disaster Recovery - Options
  • 40. Example : Hardware Sizing Web Application Server Database Server Processor 64-bit, 4 cores for small deployments 64-bit, 8 cores for medium deployments Processor 64-bit, four cores RAM 4 GB for developer or evaluation use 8 GB for production use in a single server or in a multiple server farm RAM 8 GB for small deployments 16 GB for medium deployments Hard disk 80 GB for system drive Hard disk space is dependent on the size of your SharePoint content Hard disk 80 GB for system drive Maintain twice as much free space as you have RAM for production environments.
  • 41. Step 4: Setup Deployment of SharePoint On premise Deployment of SharePoint in Cloud
  • 42. Deployment of SharePoint On premise  Configure development environment  Develop and design  Configure live environment  Deploy the site as is from development environment to live environment.  Remove test data  Go live.
  • 43. Deployment in Cloud (Office 365)  Subscribe Office 365.  Do basic setup.  Develop the complete portal.  Complete QA.  Remove test data.  Go Live.
  • 45. Enterprise Content Management Site-level retention policies ◦ Compliance levels extended to sites ◦ Policies include: ◦ Retention policy for sites and Team Mailbox associated with site ◦ Project closure and expiration policy Discovery Center ◦ Designed for managing discovery cases and holds ◦ Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
  • 46. Enterprise Content Management Manage all your content on SharePoint ◦ Support for searching and exporting content from file shares ◦ Export discovered content from Exchange and SharePoint Team folders ◦ Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
  • 47. Web Content Management Support the tools and workflows designers use Variations & Content Translation Search Engine Optimization Cross Site Publishing Video & Embedding Image renditions Clean Urls Metadata navigation
  • 48. Social Microblogging • Share content, links, and media • Follow people, sites, content,and Conversations Activity Feeds • Provides a view into recent activity related to content, links, media, and people Communication ◦ We can integrate chatting applications like Yammer.
  • 49. Social Communities ◦ Community sites with self-service administration and moderation ◦ Modern community features such as achievements and reputation Discussions ◦ Modern discussion boards Blogs ◦ Client application integration ◦ Categories, comments, and moderation
  • 50. My Site Host - The Landing Page Newsfeed: shows you updates on social activities for items and people you are following: ◦ People posts ◦ People profile changes ◦ Changes on followeddocuments ◦ Items tagged with followedtags ◦ Mentions ◦ Activities: all my activities ◦ Likes ◦ Company Feeds
  • 51. My Documents Provides a single place for users to create, share, collaborate and follow important documents In 15 my sites have a single document library that can be user for private document as well as documents shared with others So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with: ◦ All: provides an overall view of documents in the My Documents ◦ Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
  • 52. Offline Libraries: Folder Sync Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience. ◦ Works for My Documents as well as other SharePoint 15 Document Libraries. Makes your documents accessible online, offline or in-between and your changes are automatically synced ◦ Syncs libraries across multiple devices Overlays on files and folders so you can easily tell if your content is in sync. Enables quick access to useful options in the System Tray area.
  • 54. Search New Search architecture with one unified search Personalized search results based on search history Rich contextual previews
  • 55. Business Intelligence Excel BI ◦ Instant analysis through In Memory BI Engine ◦ Power View Add-in Excel Services ◦ Improved data exploration ◦ Field List and Field Well Support ◦ Calculated Measures and Members ◦ Enhanced Timeline Controls
  • 56. Business Intelligence PerformancePoint Services ◦ Filter enhancements and Filter search ◦ Dashboard migration ◦ Support for Analysis Services Effective User Visio Services ◦ Refresh data from external sources – BCS and Azure SQL ◦ Supports comments on Visio Drawings ◦ Maximum Cache Size service parameter ◦ Health Analyzer Rules to report on Maximum Cache Size
  • 57. Mobile Classic and Contemporary views for mobile browsers Automatic Mobile Browser Redirection Target different designs based on user agent string Office Mobile Web Apps ◦ Excel ◦ PowerPoint ◦ Word Push notifications