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Building a Digital Workplace on SharePoint 
www.clearbox.co.uk 
@sammarshall
ClearBoxConsulting 
Intranet, SharePoint and digital workplace: 
Strategy 
Governance 
Collaboration 
Communities 
Adoption 
Training 
Practical experience 
Transparent 
Vendor-neutral
Sam Marshall 
Director of ClearBox Consulting 
15 years intranet and digital workplace 
Former global portal manager at Unilever 
Benchmarked over 40 intranets 
Comms, KM & IT background 
sam@clearbox.co.uk 
@sammarshall
Should you base your digital workplace on SharePoint?
Yes! 
…possibly…
…it depends, you see…
Headlines 
1.SharePoint can cover many bases 
2.But SharePoint will never be a complete digital workplace 
3.A successful digital workplace depends more on management and people than technology
Drivers 
•Global markets 
•Dispersed teams vs. silos 
•Recruitment flexibility 
•Employee engagement 
•Floor / Field workers 
•Innovation 
•Connection to customer 
Strategy 
•Knowledge work 
•Work-life balance 
•Work autonomy / productivity 
•Freelancing 
•Consumer UX 
Employees 
•Social tools 
•Cloud 
•Mobile 
•Fast internet everywhere 
•Search 
•Big data 
Technology
Digital workplace 
Traditional Intranet 
News 
RSS feeds 
Employee self- service 
Extended Intranet 
Collaboration tools for internal teams 
HR Systems 
Policies 
Corporate information 
Phone book 
Internal social networks 
Desktop & Online Office applications 
Web Conferencing 
E-mail 
Telepresence 
Twitter feeds 
Instant 
messaging 
Yammer 
External 
social networks 
Document Management 
CRM 
Extranet 
Supply chain management 
© DWG/IBF 2013
Digital WorkplaceFramework 
Strategy 
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Services 
Management 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working
Strategy 
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working 
Services 
Typical 
Potential
Start with ‘WHY’
Capability 
Benefit 
Outcome 
Strategic Goals 
Feature 
“One” Organisation 
Single identity 
All employees see same msg. 
Corp-Wide Comms 
News Hub 
Customer satisfaction 
2-way comms 
Employee engagement 
Less churn 
Time savings 
Response times faster 
Fewer outages 
Better stock control 
Community discussions 
SAP Dashboard 
Quicker access to data 
Single place to collaborate 
Flexible project resourcing 
Best people on a task 
Team Sites 
Benefits mapping
An Example Case Study 
Global company 
Search and silos and issue 
Commsintranet on content management system 
Multiple other intranets on other systems 
SharePoint used for collaboration and some comms 
Yammer used ‘virally’ 
Multiple people finders and profiles
2. Employee needs 
3. Strategy 
Hygiene factors 
Specialist needs 
Sponsor 
Stake- holders 
Strategic priorities 
Tech. oppor- tunities 
Vision 
Goals 
Roadmap 
1. Top-down direction 
Unarticulated frustrations 
External expectations 
Establishing purpose
SharePoint?
When does SharePoint make sense?
Strategy 
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working 
Services 
Typical 
Potential
SharePoint-Digital Workplace: Services 
Communicate and Engage 
Formal Communication 
Two-Way Communication 
Orientation
Yammer has a bright future 
Cloud can be an issue 
Look at Beezy, Sitrionand Jive 
SharePoint 2013 may be good enough 
Integration with on-premmay never be fixed 
Should you move to Yammer?
Are people moving to Yammer?
SharePoint-Digital Workplace: Services 
Communicate and Engage 
Formal Communication 
Two-Way Communication 
Orientation 
Collaborate 
Formal Collaboration 
Informal Collaboration 
Real-time Collaboration 
Innovation 
External Collaboration 
Personal Productivity
Exercise 
“I wish I’d signed up for the Zumbaclass instead...”
People Relationships 
“It’s not written down 
Go and ask Joe” 
Information Cultures 
Sharing 
Control 
Innovation 
“Here’s 5 untested ideas” 
Market Advantage 
“Here’s the PowerPoint 
with our USPs” 
Hierarchy 
Here’s the approved process v3.2.1 
Adapted from Cameron & Quinn 
Competing Values Framework (2011) 
Differentiation 
Integration
People Relationships 
“It’s not written down 
Go and ask Joe” 
Innovation 
“Here’s 5 untested ideas” 
Market Advantage 
“Here’s the PowerPoint 
with our USPs” 
Hierarchy 
Here’s the approved process v3.2.1 
SharePoint Fit 
Adapted from Cameron & Quinn 
Competing Values Framework (2011) 
Sharing 
Control 
Differentiation 
Integration
People Relationships 
“It’s not written down 
Go and ask Joe” 
Innovation 
“Here’s 5 untested ideas” 
Market Advantage 
“Here’s the PowerPoint 
with our USPs” 
Hierarchy 
Here’s the approved process v3.2.1 
SharePoint Fit 
Adapted from Cameron & Quinn 
Competing Values Framework (2011) 
Sharing 
Control 
Differentiation 
Integration
SharePoint-Digital Workplace: Services 
Communicate and Engage 
Formal Communication 
Two-Way Communication 
Orientation 
Collaborate 
Formal Collaboration 
Informal Collaboration 
Real-time Collaboration 
Innovation 
External Collaboration 
Personal Productivity 
Find & Share 
Find People 
Search 
Store & Retrieve 
Classify 
Notify & Filter
Office Graph
Delve will help –but only on Office 365
SharePoint-Digital Workplace: Services 
Communicate and Engage 
Formal Communication 
Two-Way Communication 
Orientation 
Collaborate 
Formal Collaboration 
Informal Collaboration 
Real-time Collaboration 
Innovation 
External Collaboration 
Personal Productivity 
Find & Share 
Find People 
Search 
Store & Retrieve 
Classify 
Notify & Filter 
Business Applications 
Business Systems 
Employee Services
Do more ad-hoc workflow 
Courtesy of Ellen van Aken: www.mydigitalworkplace.wordpress.com
SharePoint-Digital Workplace: Services 
Communicate and Engage 
Formal Communication 
Two-Way Communication 
Orientation 
Collaborate 
Formal Collaboration 
Informal Collaboration 
Real-time Collaboration 
Innovation 
External Collaboration 
Personal Productivity 
Find & Share 
Find People 
Search 
Store & Retrieve 
Classify 
Notify & Filter 
Business Applications 
Business Systems 
Employee Services 
Agile Working 
Mobile 
Anywhere Access 
Physical Spaces 
Agile work support
Good potential for extranets
Mobile support is poor
Most success stories developed outside SharePoint
Management
Management 
Most of what is challenging in managing SharePoint is common to all digital workplaces 
But SharePoint’s scale and diversity makes it a steep learning curve
SharePoint-Digital Workplace: Management 
Strategy 
Business goals 
Employee needs 
Process 
Sponsorship 
Governance & Operation 
Steering 
Team & resources 
Policy & Processes 
Monitoring & measurement 
Adoption 
Availability 
Acceptance 
Training/Coaching 
Reward 
User Experience 
Design 
Accessibility 
Information Architecture 
Cohesion 
Emotive 
Technology & Security 
Flexibility 
Integration 
Standards 
Robustness 
Security
SharePoint-Digital Workplace: Management 
Strategy 
Business goals 
Employee needs 
Process 
Sponsorship
SharePoint is like a Swiss army knife...
...but if only it was that simple
SharePoint-Digital Workplace: Management 
Governance & Operation 
Steering 
Team & resources 
Policy & Processes 
Monitoring & measurement
“You put WHATin your Yammer status?”
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working 
•Internal communications 
•Site / Content owners 
•Moderators 
•Community mgrs. 
•PMO 
•Search service manager 
•Information specialists 
Information architect metadata 
Coach/Champion 
•HR 
•Facilities mgrs. 
•Technical architect 
•Technical architect 
•Business analysis 
Services 
Strategy 
•Steering Group & sponsor 
DW/Intranet manager 
Implementation support 
Coach / Trainer 
Change mgr. / Comms 
User experience 
Information architect 
•Visual designer 
Intranet Platform mgr. 
•Project manager 
•Technical architect 
•Info. security 
•Developers 
•Vendor relationship mgrs. 
Analytics specialist 
•Site owner forum 
Management
Measurement 
Value 
Adoption 
Health
SharePoint-Digital Workplace: Management 
Adoption 
Availability 
Acceptance 
Training/Coaching 
Reward 
User Experience 
Design 
Accessibility 
Information Architecture 
Cohesion 
Emotive
Only a fraction of SharePoint gets used 
80% of organisations with SharePoint continue emailing documents back and forth 
--Usampsurvey 2010
In some companies, SharePoint is seen as the last resort 
“Whenever somebody tells me that the answer is on SharePoint my heart sinks. I know I’ll never find it” 
--Employee survey response [Anon]
Slack: Everything in one place
Is BYOS a good idea? 
Trello, WhatsAppetc. 
Example: trello.com
Keep experimenting 
80:20 landscape 
Some of that 20% may be non-Microsoft
SharePoint-Digital Workplace: Management 
Technology & Security 
Flexibility 
Integration 
Standards 
Robustness 
Security
Conclusion
www.clearbox.co.uk 
Strategy 
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working 
Services 
Typical 
Potential
www.clearbox.co.uk 
Strategy 
Governance & Operation 
Adoption 
User Experience 
Technology & Security 
Communicate & Engage 
Collaborate 
Find & Share 
Business Applications 
Agile Working 
Services 
Typical 
Potential 
O365
Don’t think of ‘SharePoint’ in the middle of your Digital Workplace….
@ 
…think of how it enables the flow between people and content
Should you base your digital workplace on SharePoint? 
Can
Yes! 
…partly
Intranet, SharePoint & Digital Workplace 
Strategy 
Governance 
Implementation 
Collaboration 
Training 
www.clearbox.co.uk
www.clearbox.co.uk

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Spca2014 building a digital workplace on share point sam marshall 1.0d

  • 1.
  • 2. Building a Digital Workplace on SharePoint www.clearbox.co.uk @sammarshall
  • 3. ClearBoxConsulting Intranet, SharePoint and digital workplace: Strategy Governance Collaboration Communities Adoption Training Practical experience Transparent Vendor-neutral
  • 4. Sam Marshall Director of ClearBox Consulting 15 years intranet and digital workplace Former global portal manager at Unilever Benchmarked over 40 intranets Comms, KM & IT background sam@clearbox.co.uk @sammarshall
  • 5. Should you base your digital workplace on SharePoint?
  • 8. Headlines 1.SharePoint can cover many bases 2.But SharePoint will never be a complete digital workplace 3.A successful digital workplace depends more on management and people than technology
  • 9. Drivers •Global markets •Dispersed teams vs. silos •Recruitment flexibility •Employee engagement •Floor / Field workers •Innovation •Connection to customer Strategy •Knowledge work •Work-life balance •Work autonomy / productivity •Freelancing •Consumer UX Employees •Social tools •Cloud •Mobile •Fast internet everywhere •Search •Big data Technology
  • 10. Digital workplace Traditional Intranet News RSS feeds Employee self- service Extended Intranet Collaboration tools for internal teams HR Systems Policies Corporate information Phone book Internal social networks Desktop & Online Office applications Web Conferencing E-mail Telepresence Twitter feeds Instant messaging Yammer External social networks Document Management CRM Extranet Supply chain management © DWG/IBF 2013
  • 11.
  • 12. Digital WorkplaceFramework Strategy Governance & Operation Adoption User Experience Technology & Security Services Management Communicate & Engage Collaborate Find & Share Business Applications Agile Working
  • 13.
  • 14. Strategy Governance & Operation Adoption User Experience Technology & Security Communicate & Engage Collaborate Find & Share Business Applications Agile Working Services Typical Potential
  • 16. Capability Benefit Outcome Strategic Goals Feature “One” Organisation Single identity All employees see same msg. Corp-Wide Comms News Hub Customer satisfaction 2-way comms Employee engagement Less churn Time savings Response times faster Fewer outages Better stock control Community discussions SAP Dashboard Quicker access to data Single place to collaborate Flexible project resourcing Best people on a task Team Sites Benefits mapping
  • 17. An Example Case Study Global company Search and silos and issue Commsintranet on content management system Multiple other intranets on other systems SharePoint used for collaboration and some comms Yammer used ‘virally’ Multiple people finders and profiles
  • 18. 2. Employee needs 3. Strategy Hygiene factors Specialist needs Sponsor Stake- holders Strategic priorities Tech. oppor- tunities Vision Goals Roadmap 1. Top-down direction Unarticulated frustrations External expectations Establishing purpose
  • 20. When does SharePoint make sense?
  • 21. Strategy Governance & Operation Adoption User Experience Technology & Security Communicate & Engage Collaborate Find & Share Business Applications Agile Working Services Typical Potential
  • 22. SharePoint-Digital Workplace: Services Communicate and Engage Formal Communication Two-Way Communication Orientation
  • 23. Yammer has a bright future Cloud can be an issue Look at Beezy, Sitrionand Jive SharePoint 2013 may be good enough Integration with on-premmay never be fixed Should you move to Yammer?
  • 24. Are people moving to Yammer?
  • 25. SharePoint-Digital Workplace: Services Communicate and Engage Formal Communication Two-Way Communication Orientation Collaborate Formal Collaboration Informal Collaboration Real-time Collaboration Innovation External Collaboration Personal Productivity
  • 26. Exercise “I wish I’d signed up for the Zumbaclass instead...”
  • 27. People Relationships “It’s not written down Go and ask Joe” Information Cultures Sharing Control Innovation “Here’s 5 untested ideas” Market Advantage “Here’s the PowerPoint with our USPs” Hierarchy Here’s the approved process v3.2.1 Adapted from Cameron & Quinn Competing Values Framework (2011) Differentiation Integration
  • 28. People Relationships “It’s not written down Go and ask Joe” Innovation “Here’s 5 untested ideas” Market Advantage “Here’s the PowerPoint with our USPs” Hierarchy Here’s the approved process v3.2.1 SharePoint Fit Adapted from Cameron & Quinn Competing Values Framework (2011) Sharing Control Differentiation Integration
  • 29. People Relationships “It’s not written down Go and ask Joe” Innovation “Here’s 5 untested ideas” Market Advantage “Here’s the PowerPoint with our USPs” Hierarchy Here’s the approved process v3.2.1 SharePoint Fit Adapted from Cameron & Quinn Competing Values Framework (2011) Sharing Control Differentiation Integration
  • 30. SharePoint-Digital Workplace: Services Communicate and Engage Formal Communication Two-Way Communication Orientation Collaborate Formal Collaboration Informal Collaboration Real-time Collaboration Innovation External Collaboration Personal Productivity Find & Share Find People Search Store & Retrieve Classify Notify & Filter
  • 32. Delve will help –but only on Office 365
  • 33. SharePoint-Digital Workplace: Services Communicate and Engage Formal Communication Two-Way Communication Orientation Collaborate Formal Collaboration Informal Collaboration Real-time Collaboration Innovation External Collaboration Personal Productivity Find & Share Find People Search Store & Retrieve Classify Notify & Filter Business Applications Business Systems Employee Services
  • 34. Do more ad-hoc workflow Courtesy of Ellen van Aken: www.mydigitalworkplace.wordpress.com
  • 35. SharePoint-Digital Workplace: Services Communicate and Engage Formal Communication Two-Way Communication Orientation Collaborate Formal Collaboration Informal Collaboration Real-time Collaboration Innovation External Collaboration Personal Productivity Find & Share Find People Search Store & Retrieve Classify Notify & Filter Business Applications Business Systems Employee Services Agile Working Mobile Anywhere Access Physical Spaces Agile work support
  • 36. Good potential for extranets
  • 38. Most success stories developed outside SharePoint
  • 40. Management Most of what is challenging in managing SharePoint is common to all digital workplaces But SharePoint’s scale and diversity makes it a steep learning curve
  • 41. SharePoint-Digital Workplace: Management Strategy Business goals Employee needs Process Sponsorship Governance & Operation Steering Team & resources Policy & Processes Monitoring & measurement Adoption Availability Acceptance Training/Coaching Reward User Experience Design Accessibility Information Architecture Cohesion Emotive Technology & Security Flexibility Integration Standards Robustness Security
  • 42. SharePoint-Digital Workplace: Management Strategy Business goals Employee needs Process Sponsorship
  • 43. SharePoint is like a Swiss army knife...
  • 44. ...but if only it was that simple
  • 45. SharePoint-Digital Workplace: Management Governance & Operation Steering Team & resources Policy & Processes Monitoring & measurement
  • 46. “You put WHATin your Yammer status?”
  • 47. Governance & Operation Adoption User Experience Technology & Security Communicate & Engage Collaborate Find & Share Business Applications Agile Working •Internal communications •Site / Content owners •Moderators •Community mgrs. •PMO •Search service manager •Information specialists Information architect metadata Coach/Champion •HR •Facilities mgrs. •Technical architect •Technical architect •Business analysis Services Strategy •Steering Group & sponsor DW/Intranet manager Implementation support Coach / Trainer Change mgr. / Comms User experience Information architect •Visual designer Intranet Platform mgr. •Project manager •Technical architect •Info. security •Developers •Vendor relationship mgrs. Analytics specialist •Site owner forum Management
  • 49. SharePoint-Digital Workplace: Management Adoption Availability Acceptance Training/Coaching Reward User Experience Design Accessibility Information Architecture Cohesion Emotive
  • 50. Only a fraction of SharePoint gets used 80% of organisations with SharePoint continue emailing documents back and forth --Usampsurvey 2010
  • 51. In some companies, SharePoint is seen as the last resort “Whenever somebody tells me that the answer is on SharePoint my heart sinks. I know I’ll never find it” --Employee survey response [Anon]
  • 52.
  • 53.
  • 54. Slack: Everything in one place
  • 55. Is BYOS a good idea? Trello, WhatsAppetc. Example: trello.com
  • 56. Keep experimenting 80:20 landscape Some of that 20% may be non-Microsoft
  • 57. SharePoint-Digital Workplace: Management Technology & Security Flexibility Integration Standards Robustness Security
  • 59.
  • 60. www.clearbox.co.uk Strategy Governance & Operation Adoption User Experience Technology & Security Communicate & Engage Collaborate Find & Share Business Applications Agile Working Services Typical Potential
  • 61. www.clearbox.co.uk Strategy Governance & Operation Adoption User Experience Technology & Security Communicate & Engage Collaborate Find & Share Business Applications Agile Working Services Typical Potential O365
  • 62. Don’t think of ‘SharePoint’ in the middle of your Digital Workplace….
  • 63. @ …think of how it enables the flow between people and content
  • 64. Should you base your digital workplace on SharePoint? Can
  • 66. Intranet, SharePoint & Digital Workplace Strategy Governance Implementation Collaboration Training www.clearbox.co.uk