Why do SharePoint intranets fail? What is all the buzz about SharePoint 2013? Can I get better governance with SharePoint 2013? Come spend an hour with us while we discuss the three P's of SharePoint 2013. This session describes the importance of information architecture planning; demonstrates SharePoint 2013's new productivity enhancements including social collaboration and task aggregation and project management; presents how to push SharePoint OOTB to create even more productivity within your organization; and finally shows the new governance features using site policies.

3. “The 3 P’s of SharePoint 2013”
Gina Montgomery – VP, Business Development
Acuvate Software

4. Hi, I’m Gina!
Gina Montgomery, MCTS - Acuvate Software
Vice President, Business Development – North America
• Prior to Acuvate, worked for Fpweb.net, as a SharePoint
Architect in global business; a Microsoft licensing specialist at
Softmart, and a Sr. Consultant for Konica Minolta’s Business
Intelligence Group
• A frequent speaker and storyteller at I.T. events, SharePoint
conferences, Microsoft focused events, and user group
meetings
• Co-authored ‘The Perpetual Hand’
Twitter: @ginammontgomery
Blog: www.ginamontgomery.com
Email: gina.Montgomery@acuvate.com

5. Locations
Kansas City
USA
Slough
UK
Hyderabad, Bangalore, Pune, Chennai, New Delhi
India
About Us
Incorporated in 2006
300% Y-o-Y since last 3 years
200+ clients worldwide
Value Selling Approach
Global Delivery Model
Awards and Recognitions
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
Key Clients Key Partners
The Hague,
Netherlands
New York City
USA

6. Service Lines
ClientPortals &
Collaboration
Business
Process
Management
BI & Big Data
ERP
Integration
Mobility
Cloud

7. I do it for them 

8. Tweet It!... I dare you!
@ginaMmontgomery is making us go social
with #SharePoint 2013 at #SPSSV
Follow @AcuvateSoftware for more updates

9. Agenda
• Why do SharePoint Intranet’s Fail?
• What is SharePoint governance?
• What is Information Architecture?
• What are Information Management Policies?
• SharePoint 2013 DEMO
• Review and Questions

10. Why do SharePoint Intranet’s Fail?

11. Planning!!!
• Infrastructure up and running – Check!
• SharePoint Software deployed – Check!
• Your users are back at work and already
collaborating and sharing data galore, right?
– NO!
Friends don’t let friends rollout SharePoint with
no plan for adoption!

12. Adoption!
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 governance plan, good information architecture, and
some adoption incentives can help your users
understand this.

13. Agenda
• Why do SharePoint Intranet’s Fail?
• What is SharePoint governance?
• What is Information Architecture?
• What are Information Management Policies?
• SharePoint 2013 DEMO
• Review and Questions

14. 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.

15. 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

16. 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

17. Governance 2013 tips
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!!!

18. Agenda
• Why do SharePoint Intranet’s Fail?
• What is SharePoint governance?
• What is Information Architecture?
• What are Information Management Policies?
• SharePoint 2013 DEMO
• Review and Questions

19. 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."

20. IA tends to include the following:
• Navigation Structure
• Metadata Strategy
• Site Taxonomy
• Search Strategy

21. 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.

22. Information Architecture
If SharePoint is difficult to use, confusing to
navigate through, and information can’t be found
quickly adoption won’t occur!

23. Agenda
• Why do SharePoint Intranet’s Fail?
• What is SharePoint governance?
• What is Information Architecture?
• What are Information Management Policies?
• SharePoint 2013 DEMO
• Review and Questions

24. Information Management Policies
• enable you to control who can access your
organizational information, what they can do
with it, and how long to retain it.
• A policy can help enforce compliance with legal
and governmental regulations or internal
business processes.
• As an administrator, you can set up a policy to
control how to track documents, who has
access to documents, and how long to retain
documents.
http://office.microsoft.com/en-us/sharepoint-server-help/create-an-information-management-policy-for-a-site-
collection-HA010099553.aspx

25. In SP2013- NEW FEATURE ALERT
• Site Policy Management!!!
• Taking Info Management Policies one step
further

26. Let’s talk about what’s new in SP2013
• Even with good governance, SharePoint
sites can proliferate and grow out of control.
• Sites are created as they are needed, but
sites are rarely deleted.
• If sites persist when they are no longer
needed, they require storage space and they
might be unwanted for compliance reasons.
http://technet.microsoft.com/en-us/library/jj219569.aspx

27. Managing Site Retention
A Site policy allows you to specify the terms
under which to delete or close a site
automatically. There are three options.
1. Do not close or delete the site automatically
2. Delete the site automatically
3. Close the site automatically and delete the
site automatically

28. MOSSAIC
Assessment Phase 1
Phase 2
Phase 3
Phase n
Start
Stabilize
Standardize
20 days 90 days 180 days 270 days
Planned InfoArch
Brand Aligned
Provide Content
Support Users
Create R&R programs
Collect Feedback
Business Processes
Integrate LOB apps
Deliver Reports
Site Migrator
File Uploader
UI Templates
Helpdesk App
Feedback App
Top Contributors
Top Visitors
ERP Surround
Reporting Platform
Knowledge Mgmt
ESS Processes Apps
Dept Process templates
Report Aggregator
ERP Integration templates
KM Solution
Idea Management
CIO Cockpit
Business
Technology

29. demo

30. Thank You!
Gina Montgomery – VP, Business Development
Acuvate Software
Gina.Montgomery@acuvate.com
913-217-0211
www.ginamontgomery.com
@ginammontgomery
@acuvatesoftware

31. Join us right after the event at the Firehouse Grill!
Socialize and unwind after our day of learning.
1765 E. Bayshore Road
East Palo Alto, CA

32. Extras on Project Management*

33. Challenges
Publishing plan to entire team and keeping it updated
Tracking Plan versus Actual in terms of burn rate, budget and time
Milestones are project tools that allow pm’s to determine whether a
project is on schedule or not
Identifying and tracking project Risks and mitigation plans for those risks
Effective project status reporting measures in place will create a
focused team
Manage scope changes during the project – Change Management
Track and Resolve issues on time
Manage resources across multiple projects based on availability and skill

34. Project Management Journey
Excel, Word,
File Shares,
Email
SharePoint
Project
Server
Simple to use and get
started.
Works great for smaller
localized teams.
No special training
required
Provides great capabilities
for managing your project
Works for local and
distributed teams
Similar to using MS Word
and Excel.
Portfolio Management
Advanced PM functionality
Knowledge of MS Project