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SharePoint 15 milestone reached – so now what?

10 Feb

About a week ago an official mentioning of the forthcoming SharePoint version – now codenamed “SharePoint 15″ – was released from Microsoft Corporate Vice President of Development, PJ Hough. The Office Division has built a version of the software that is ready to distribute to companies participating in the Technology Adoption Program (TAP) and individuals that has been awarded MVP status. This milestone has traditionally created a lot of buzz, and it looks like the same thing is happening this time.

I am not going to talk about SharePoint 15 and all the fuzzy rumours about what will be in the box and what is not. Unless you an active part of an Early Adopter project, there is not a lot of sence in spending resources and time “fueling the vNext buzz”. New is always exiting, but I think there are very good reasons not to get distracted;

  1. SharePoint 15 is still some time away! Microsoft are expecting to release a beta this summer, which could mean that we would have to wait until september for the wide public to get bits. The Microsoft SharePoint Conference is announced for November and that could mean that another beta is planned around that time and then RTM is probably a full year away. So only a very few people will need SharePoint 15 knowledge for a long time.
  2. The first bits (againg ONLY released to a few selected companies and individuals) are typically full of bugs. One of the reasons behind making an early private distribution is to get feedback on bugs and functionality from a larger group of “testers”. It has been almost tradition to release at least 2 beta versions AFTER the TAP software, so there is some way to go before there is stabile software available for you to try out anyway.
  3. You can not expect that the functionality in the early bits will all survive to the final release. We have seen things being taken out of the software very late, because of difficulties making quality bars.

Companies are still implementing new SharePoint services based on the current version of the software. Big functionalities – in the current technology – is still not deployed in the majority of SharePoint 2010 accounts, so I think we – as professional advisors – should stay focused on what is important for businesses and what will create real value.

Bottomline is, that the hype about SharePoint 15 is not helping consultants or system integrators, it’s not helping Microsoft and not even helping clients, at the current stage…

Read the Microsoft announcement here: http://blogs.office.com/b/office-exec/archive/2012/01/30/quot-office-15-quot-begins-technicalpreview.aspx

And finally you could get another angle on this discussion at Joel Olssons blog here: http://www.sharepointjoel.com/Lists/Posts/Post.aspx?List=0cd1a63d%2D183c%2D4fc2%2D8320%2Dba5369008acb&ID=509

I wish all of you a great weekend!

“I did’nt know SharePoint did that” – People Search

27 Jan

I just read a good article from one of the Analyst companies I work with now and then. This article is about a large Scandinavian bank, and a new “phonebook” application that was built for about 30.000 employees. This is a very cool solution, that has a full profile display for the individual employee, displaying all contact information, organization, competences/projects etc. The solution is built on BEA Weblogic and Autonomy.

I’m not going to talk to much about this solution, other than the analyst mentioned that he saw this as a best in class solution and it was difficult to make suggestion for any further improvements.

I agree the solution looks great. Phonebooks are winners in term of user acceptance and it looks like Nordea nailed it. But I think the analyst in unaware that this exact same functionality is available – out of the box – with SharePoint Server 2010.

It’s called Mysite with People Search, and I actually think that the standard SharePoint functionality adds a little more. As an example – when you search for a users – you can not only see profile and contact data for the individual, but also documents the person worked on – in the search result set.

Result page when searching for People in SharePoint 2010

 

If you dive into the individual profile – which look almost exactly like the Nordea solution – you get social information about the individual, among other dynamic information about the person and your relations to the person. It’s pretty cool stuff…

 

Standard User Profile page in SharePoint Server 2010

 

So SharePoint Server 2010 actually has all of this out of the box. I just recently implemented this functionality at a client, and after strugling a bit with the user profile syncronization of data with Active Directory, the rest is straight forward configuration.

Personally I will be a little careful with claiming SharePoint to be “best in class” for Phonebook/People Search solutions, as I am not deep into all solutions available. But I am sure that we can agree, that providing this type of value out of the box, is pretty amazing. And that’s not all… ;-) If you are ready to go beyond SharePoint, adding Fast Search and Office Communication Server will add a substantial amount of functionality to the mix.

Here’s a link to the article about the Nordea Phonebook solution

And

heres a short video on some of the SharePoint out of the box functionality

 

 

 

 

SharePoint Adoption rule #1: “Forget about SharePoint”

26 Jan
Originally written for the SharePointEurope.com in October 2011 by Anders Skjoenaa. Edited and republished on SharePointPeople in January 2012.

Even if technology is providing the company with capabilities that it never had before, value is not realized before users start to embrase these capabilities – correctly – in regards to the job each individual is doing. People are generally not interested in any kind of change, unless the change will help them do their job better, faster or easier – and very importantly – they need to feel this themselves!

Most decisionmakers will have SharePoint presented as a very functional and strong platform, on which the company can run close to everything that has a webinterface – and even a few things that do not. Think of the infamous “SharePoint Wheel” and it’s six (6) major functional areas. All this included in the same piece of software! SharePoint provides an extraordinary set of capabilities. But no matter how much you try, you will only succeed implementing (given that we can agree on that a succesful implementation includes that adoption goals are met) the functionality that people REALLY need – or think they need.

This is why my first rule in the “Rulebook for SharePoint adoption” is to “Forget about SharePoint”.

I know that this is a provocative statement for some. So let me explain exactly what the purpose of this rule is. It is really quite simple.

It’s about communication…

As a major part of your SharePoit adoption stategy, you will be doing Communication Planning; You will define different audiences that you need to communicate – and in some cases market – your project and solution to. In many companies I work with, this type of communication is built on the capabilities of SharePoint. This just may be a big mistake!

When you – as a platform owner of SharePoint, and a responsible manager of the funds provided to you to implement SharePoint – are telling your audiences about all the good things SharePoint can do, YOU ARE DOING YOUR JOB. But the people listening to you – are probBLY not! Most of them REALLY do not need to know about workflow, collaboration and document versioning. Depending on their job, they have completely different things on their mind. Things that are pains or big obsticles to their succes, individually. And if you want to help them, you will need to forget about “the SharePoint wheel” and limit your communication to exactly the solution that solves the biggest and most visible pain, for the largest amount of users.

“Strategic” naming…

An example; Try NOT to name your project “SharePoint implementation” – or anything else with the SharePoint name in it. SharePoint is an incredibly strong brand – so strong that it may bite you in the neck, if you use is. Why? Let me tell you about “Michael”, the QA Manager at a manufacturing company I work with. (Michael is – by the way – not a real person.)

Michael is looking for a system to support the management of non-conformity incidents in production lines. The it department looks at the requirements presented to them and decides that this is a very good fit for SharePoint. Since the company already have SharePoint 2010 in production, there is a lot of sence to this decision. So they go back to Michael and tell him about building dynamic forms in InfoPath, getting production data from the LOB apps via BCS and how SharePoint has workflow capabilities that can be used for building his system.

So after the meeting, Michael returns to his desk and Google’s this new thing he just heard about; “Sharepoint”. And what does he learn? Go to the SharePoint page on Wikipedia yourself and check it out… Yes – He gets the “SharePoint Wheel” and a loooong article about internet facing websites, intranets, document and records management, etc. All good stuff – but not exactly the things Michael need to get his job done. So his conclusion is obviously, that maybe this SharePoint thing is not what he needs, and the it guys must have misunderstood his request. Next, he makes another search – this time for “Quality Management system” – and finds a small proprietary websolution that “speaks his language”.

What is the end result:

  • SharePoint is out
  • Proprietary solutions is in
  • IT Costs (operation, support, management) go up
  • Immidiate requirements are meet
  • User must learn a new tool
  • Solution and data is “Silo’ed”

So – when you know SharePoint, and understand the resources and funds a company have invested in getting the capabilities SharePoint provides, you also understand that situations – like this one – will not help you drive adoption and eventually value form SharePoint. Even if SharePoint is the obvious choice, you will – almost always – be more succesful with removing “SharePoint” from the discussion. It may be a hard one to accept – but give it a try and you will start to see a different dialogue with users and a better foundation to drive adoption of your SharePoint service.

Some people might tell you that SharePoint is a solution – dont belive them! SharePoint is a platform – and a pretty strong one – for building a wide array of solutions. And your people want solutions. They dont “want” SharePoint – even if they really need it.

Simple integration with SharePoint, Dropbox, Twitter, Facebook etc.

23 Jan

You may have heard of this new cloud service that is about to become available for us all – IFTTT (pronounced “lift” without the “l”). It’s currently in Beta, but you can use it online today at ifttt.com.

IFTTT – stand for “IF This Then That”. It works very much like a simple conditional statement in your average workflow engine, but it’s available of the internet – and it works with a lot of the common social services and other relevant platforms that you are already using out there.

So what can you use this for? Let me give you a few examples:

IF you are posting a message on a social platform (that is supported – could be Twitter) you can have IFTTT post the same (or another) message on another channel (could be FaceBook). Or IF you are tagged on a photo on FaceBook, you can have the photo downloaded to a folder in your Dropbox. It’s these kind of simple – cross platform – workflows you can easily build, using IFTTT. These examples are quite simple, but you can imagine an almost unlimited number of possibilities.

This is an amazing idea! If the people behind IFTTT keep up with the development in social platforms, and if they are succesful building ways to integrate to things like SharePoint and/or Office 365, IFTTT will be a very strong player in the future, because of it’s accesibility and simplicity. And it’s free – at least for now!

I have high hopes for this one, as it could eventually be a hub for social communication as people are starting to embrase it’s capabilities. I can think of a few big companies that could consider making an early aquisition and strengthen their position in the social computing marketplace.

Some workflow vendors  - like Nintex – are already doing something similar to IFTTT with Nintex Live, a part of the Nintex Workflow product suite. But these two are really not comparable in any other sense. Nintex is a real workflow platform – IFTTT is not! But it’s going to be interesting to see what happens to IFTTT in the near future…

If you are using SharePoint, IFTTT might already be interesting today. Even without exploring all the capabilities of IFTTT and what it can actually do with each different channels it connects to, I see this a an easy way to get social data into SharePoint. How? IFTTT enables you – very easily – to send emails with relevant content (you can actually configure the content of the email) to any mailadress you define. This means that you can have an email sent to any mail-enabled folder in your SharePoint environment, when a given condition is triggered in IFTTT. So you can do things like having your SharePoint MySite status updated, when your FaceBook status is updated.

As I would expect IFTTT to keep building new triggers into their solution, you could imagine a number of highly relevant business scnearios where SharePoint automatically gets triggered by things that happen on Facebook, Twitter or one of the other services that is supported.

I will be following up on IFTTT in the near future, and see what happens in respect to functionality -  and how it can benifit SharePoint users and business.

Using Metadata & Contenttypes in SharePoint 2010

12 Dec

I made a presentation with the JBoye SharePoint 2010 community this week. The topic was Metadata and Content Types in SharePoint 2010. We talked about the vast set of functionality that depends on these things and the potential value of giving metadata management som focus.

The core of the talk went into some best practices for managing content types across midsized and large organizations.

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It is my experience that organizations are often not giving the area of metadata and content types the focus it deserves. Therefore quite a bit of information is still identified (using Content Types) as “items” and these documents have a tendency to disappear in the vast amount of data most companies put into SharePoint. Content Types are the capability to “type-cast” every single content artifact, to add a structure to the entire information corpus.

When implementing SharePoint, we need to get this topic into the IA work, early in the planning phase. The way we use content types may have an impact on the way we need to design the SharePoint infrastructure; using thing like Content Type Hubs, inheritance etc.

When hiring an Information Architect for planning your Intranet IA, you need to make sure that this person also have sufficient knowledge of how SharePoint works, and the capabilities it has. There are not a lot of resources available the really master both of these trades, so a fallback plan can be to build an IA team, where both competences are equally available.

Download the presentation here: Using Metada and Content Types in SharePoint

 

 

SharePoint Site Lifecycle Management and Governance

8 Dec

Here is the slidedeck from the SharePoint community meeting at Danske Bank late november. The topic was Site Lifecycle Management and Governance for SharePoint 2010.

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Especially in collaborative environments, it seems that the ongoing growth of sites – both in terms of datasize and number of sites – are challenging for most companies. In this meeting we discussed how to establish a model around site creation, that defines a set of supported site types with relevant SLA’s attached to them.

Naturally this approach requires (at least it helps a lot) a custom site provisioning tool, but making this investment is probably a good one.

You can download the presentation here:

SharepointPeople – SharePoint Site Lifecycle Management and Governance

The chasm between SharePoint Governance and Management…

6 Dec

I recently read a post by Dan Holme on Governance for SharePoint, that I wanted to share.

In the post Dan is pointing out the trouble many business are having with separating governance from all the other thing they need to do to maintain a reasonably well managed SharePoint service. This is how Dan put’s it:

(You can read the full post here: http://www.sharingthepoint.org/blog/Lists/Posts/Post.aspx?ID=4)

“Governance is, without doubt, the buzzword of the day in the SharePoint space. Unfortunately, there is a lot of noise around governance, and the word has become overloaded with perspectives and guidance that cover the gamut from strategic management to project management to design and architecture to service delivery. Governance has become the “catch all” for anything that an organization believes it needs or is missing to make SharePoint successful.

In recent months, I’ve tried to frame the discussion of governance in order to provide some structure as well as sanity to the noise and hype. In my recent keynote at SharePoint Connections in Amsterdam, I laid out my perspectives on what governance means—from the business to the technical layer—and provided tools to help organizations move forward thoughtfully and effectively on their SharePoint journeys. In my opinion, governance is not about documenting everything and the way everything will be forever and ever; but is more about establishing a process that enables the organization to move forward, with each step and each new solution adding to the organization’s understanding of its information and service management requirements.

Where governance ends, management begins. While service governance defines the people, processes, policies, and technologies that deliver a service such as SharePoint, too often organizations stop when the governance document is complete. They discover—all too painfully—that it’s not realistic to simply “expect” that governance policies will be followed consistently, if at all. Therefore, it’s critical to consider how to make the service manageable in a way that enforces governance policies and, if possible, automates the implementation of policies.”

Excellent points – matches my experiences very well… So where exactly does governance end and management begin?

When implementing governance around SharePoint, it seems to me that the most efficient way it to look at governance as a practice. Instead of building governance documents as a part of the SharePoint implementation project, you will probably be better of establishing a governance practice.

So what it that, then? The governance practice is an organization that delivers on excatly the things Dan is mentioning. But the practice is a “living organization” that will not only define policies, but will also maintain them on a set schedule, and report status of each and every policy and how policy controls are doing.

And with the Policy Controls, we are starting to overlap management territory. First of all…There is NO need for a policy if we dont have the means to control it. So Policy Controls must be a mandatory part of your policies. But executing a control is an operational task that must be conducted by someone. That’s why you have a governance practice (it’s not just a board).

Some controls are made using management tools (and some are not). But even if it is a management tool that identifies a policy compliance issue, it must be reported back into your governance practice, as any failed control will expose a risk to your ability to deliver value with SharePoint. And at the end of the day, you are doing governance to manage risk, right?

 SharePoint Governance Framework

This slide from my talk at the European SharePoint Conference in Berlin gives an example of how to structure a governance practice; The SharePoint Goverance Framework defines relationships between business drivers, systems, policies and controls, enabling you to derive an full risk assesment of you controlled environment.

So – what I wanted to get across here is, that there is a very fine line between management and governance, when it comes to SharePoint. SharePoint is a very broad platform – which is a big part of it’s succes - and in many companies SharePoint is used in completely different ways than the it-folks expected it to be, exposing a major risk to the business. If you want to overcome that- and stay in control – it is not a question of functionality, but more a question of your ability to define the service you provide, and maintaining a practice to control every single aspect – business or technical – of it.

European SharePoint Conference – Updated slides from governance session

23 Oct

Made it back from the Berlin European SharePoint Conference 2012. A very succesful event that hopefully is the first of a long row of yearly european gatherings of the european SharePoint community.

It was great to meet so many people from all around Europe. I made new connection with some very nice people from a lot of different places; Germany, Italy, Netherlands, Belgium, Switzerland, UK and Russia – just to name a few – , and got to refuel a lot of old relatioships with people from Denmark, US etc. To an extend, this conference actually felt even more global than the Microsoft conference in Anaheim. It was very interesting to be a part of this.

I had my governance session – “Why do we still talk about SharePoint governance” on thursday, in a pretty full Breakout room 4. Thanks to everyone who participated. A good crowd of people and some good questions afterwards gave me the impression that the message went across well. I am always interested in getting your feedback, so feel free to post right back to me.

I promised to post the updates to my slidedeck, so here it is.

ESPC-Why are we still talking about SharePoint Governance – Final

Feel free to distribute the link. And if you have any questions or comments, post them here or tweet me directly at @skjoenaa.

SharePoint 2010 – Updates to capacity planning limits and boundaries

22 Oct

During the 2011 SharePoint Confernce recently held in Anaheim, CA, a keynote demo has started new discussion of the numbers you can scale the various part of SharePoint. Even though the demo it self was probably not very realistic, it showed SharePoint in a “new” scale.

And recently (on July 14th 2011) an update WAS made by Microsoft to the documentation of SharePoint 2010 software boundaries and limits. So just to ensure that you have the latest guidance at hand, you should review this article on TechNet:

http://technet.microsoft.com/en-us/library/cc262787.aspx

A good weekend to everyone out there…

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