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SharePoint 2010, SharePoint News, Reviews

Sitecore Releases SharePoint Integration Framework v1.0 for Web CMS

sitecore_logo_2009.gif Sitecore (news, site), provider of web content management and customer engagement solutions, has released its SharePoint Integration Framework, which allows users to integrate Sitecore CMS with content stored in SharePoint.

The Right Way to Approach SharePoint 2010

SharePoint 2010 is like the Swiss army knife for information management. It is a versatile platform with capabilities covering many areas of information management, from publishing and document management to business intelligence and collaboration. However, just as you can cut yourself on a knife, there are ways you can either cut yourself on SharePoint 2010. In other words, there are ways to fail even with a capable and modern platform as SharePoint in your hands, and whether you will fail is determined by how you approach it.

SharePoint Advice from the Experts: The Art of SharePoint Success

Our theme this month is SharePoint, which is kind of like Christmas for us CMSWire kids. Read on for expert perspectives on everything from effective governance to building a good records management foundation to a general quick start guide.

Case Study: How Miller Johnson Implemented SharePoint-Based Email Content Management

In my last article, I described the challenges that most law firms face when it comes to managing email, and set up the case study of Miller Johnson. In this article, I go over the details of the SharePoint solution that Miller Johnson eventually implemented.

MetaVis Releases Permissions Management for SharePoint, Office 365

MetaVis Releases Permissions Management for SharePoint, Office 365 With a product that reaches into as many parts of the enterprise as Office 365 potentially does, security was always going to be a problem. MetaVis (news, site) has released Security Manager for SharePoint and Office 365, which enables enterprises to analyze and manage security permissions across multiple SharePoint sites and farms, as well as permissions in Office 365.

Case Study: SharePoint as an Email Management Solution

When I discuss this solution at conferences or with peers, invariably the initial reaction is something like this: “Are you crazy? Why would you use SharePoint when you could use a commercially available product for archiving?” I must admit there were times over the two years we took to develop this solution, in partnership with Handshake Software, that I did feel a little crazy; however, we never lost sight of our goal. As you are about to see, this effort was about much more than merely archiving email.

We've Got SharePoint...Now What? 4 Next Steps

It is now a well-known fact in business circles that SharePoint has become the standard for portals, document management, search and BI. While there are many ways to configure and implement a SharePoint instance, the question of how to compile and engage a team still remains. Furthermore, questions of what best practices and standards should be part of an implementation are seemingly never asked, or answered.

In speaking with executives and teams about their SharePoint projects, many of our clients have similar stories to share -- that senior executives choose SharePoint for the new corporate portal or to house document management, and then announce to their “team” that SharePoint is coming to the organization, without doing their planning or diligence on the “team” itself. This strategy has obvious issues, which, can be overcome with the right level of mid-implementation planning, training and consulting.

The Executive Perspective: Top 7 Things You Must Consider for SharePoint 2010

SharePoint 2010 is a popular tool for creating Intranets, customer portals and almost any web-based solution. It’s a powerful product that can address an impressive number of business solutions. With all of the power SharePoint has to offer, and the money you’ll likely spend on deployment, it’s important to get certain things right. In this article, I’ll cover the top seven things that executives must consider when deploying SharePoint 2010. So if you’re thinking about SharePoint, or are revisiting a stalled deployment to give it a kickstart, read on.

Customizing SharePoint: Start with the Solution or the Business Problem?

Before you begin adding customization tools to SharePointto create a solution for your business, you must understand your company’s business problem. In this article, I cover a few important areas you need to address before you look at technology.

Developing an Information Management Strategy for SharePoint

In this, the month of everything SharePoint at CMSWire, we’ve started looking at SharePoint in some detail and with some interesting results. Last week, Jed Cawthorne, a Senior Strategy Consultant for enterprise content management, looked at uses for SharePoint. Here we will look at some of the challenges with deployments in the enterprise.

The Art Of SharePoint Success: A Quick Start Guide

SharePoint is a phenomenal success. Despite its market success, many organizations struggle to realize the full value from investments in SharePoint. For example:

  • At a large central government agency, an IT led project to a SharePoint Collaboration platform was halted by another group working on a Document Management project who felt that SharePoint was a threat. The 150,000 investment only delivered a pilot.
  • At an international insurance business, the use of SharePoint was crippled by disagreement between different factions in the IT function. In one project, over 500k was invested in developing a Portal application as an aggregated interface to several other systems and applications. Only 8 of 100 potential users regularly used the new portal; the remainder continued working as they had before. An investment of 2.5m in SharePoint over three years delivered no significant, widespread business benefits or financial return.
  • The IT function within a global manufacturing organization deployed a SharePoint-based collaboration service. At first, the service was a huge success and enjoyed rapid adoption across the business and within months there were over 7,000 sites created. Users soon began to report difficulties in locating sites, multiple copies of documents began to appear, and the help desk was swamped with requests to recover deleted sites.
  • A marketing organization reported that, “SharePoint exists in our business but no one uses it.”

Over the past five years through engagements with hundreds of organizations, I’ve developed a framework for ensuring that SharePoint becomes both a business and a technical success. This article provides a quick start introduction to the framework which consists of four key elements: Governance, Strategy, Transition and Architecture.

SharePoint Governance

Despite what anyone tells you, SharePoint Governance has got nothing at all to do with technology!

Absolutely nothing at all.

In a nutshell, SharePoint Governance aligns the use of SharePoint technologies with objectives and strategy, and defines accountability for ensuring a return on the investment.

Most of the material produced under the heading of “SharePoint Governance” is actually related to IT Operations. Does it matter if we call IT Operations, “SharePoint Governance”? Yes, because if we call operations, “Governance," then what do we call Governance? And how do we know that we are doing it?

The most successful approaches to SharePoint Governance address the relationship between Governance, Management and Operations. One way is to create three teams or groups which relate to these three levels. Figure 1 illustrates the concept:

Figure 1: A model for SharePoint Governance

SharePoint Governance Model.png

The SharePoint Strategy Team are the Executive Steering committee comprising six to eight people with representation from IT, HR, and Marketing or Internal Communications. This group is accountable for the return on the investment; they set the vision and the policy. They answer the questions, “What are we trying to do?” and “Why are we doing it?” and “How will we know when we’ve done it?”

The Business Impact Team are the people responsible for implementing the strategy set by the Strategy Team, including changes to processes and driving user adoption. There may be multiple teams at this level, each responsible for a different business solution hosted on the SharePoint platform.

The SharePoint IT Services Hosting Team are responsible for the IT platform, typically with representation from data storage, database administration, platform services and software development.

SharePoint Strategy

If you don’t have a strategy that you can print off, pick up and wave around, then you’re going to struggle! Your SharePoint strategy should be owned by the SharePoint Strategy team (there’s a clue in the name).

There are two broad approaches: enabling specific processes or delivering general capabilities.

For example, a major bank and a UK not-for-profit organization use SharePoint to improve Project delivery process. An asset management company has improved its client on-boarding process, and a private bank has improved its credit application process. These are all examples of process improvements. A European central bank has implemented a Collaboration service that allows any employee to create SharePoint sites for any purpose, and a number of organizations have implemented SharePoint for Enterprise search. These are examples of general capabilities. It’s worth noting that targeting business processes makes creating a business case much easier, because the business case for IT is only as predictable as the use.

Here’s a simple example of a first draft SharePoint Strategy that could be produced at the first meeting of a SharePoint Strategy Team. It may be a very simple, but have you got anything at all? Over time, a set of statements like this can be developed into a more sophisticated benefits dependency map. But one step at a time!


SharePoint strategy draft


I’ve found that one of the most successful approaches is to present SharePoint as a set of business services. Each service should be given a different brand or identity to help the users understand that it is a particular tool, intended for a particular use and delivering particular value.

The following model illustrates a set of five services: Search, Portals, Teams, Communities and MySite. Each organization will want to adapt this model, changing the names of the services, adding new services and changing the service features. But this is a great place to start. The techies amongst you should be able to see how this services model can be translated into technical architecture of web applications and site collections….

Figure 2: SharePoint as business services

SharePoint as Business Services.png


There’s no such thing as a SharePoint project. There are only organizational change projects. I use the term “Transition” to describe change at two levels: the organizational level, and the level of individual behavior.

Firstly, the secret to success at the organizational levels is to take an iterative approach. Start small and grow SharePoint into your business. The business services architecture supports an iterative approach. Each service can be developed as a separate project. The following diagram illustrates an iterative approach:

Figure 3: Iterative approach to organizational change management

Iterative Approach.jpg

At the individual level, if you don’t have a Transition plan, you’re probably doomed to failure. A transition plan is a written statement of how you intend to move people from old processes and tools to new ways of working with new processes and tools. I work with clients to create transition plans with four key stages: Awareness, Availability, Usage and Adoption. Table 2 presents a simplified example of an adoption plan to illustrate the concept.

Table 2: A simplified example of a Transition Plan

Phase Adoption Measures
Awareness Pens, posters, intranet bulletins, user workshops
Availability Prototypes, pilots, launch day events, floor walking
Usage Easy First Steps, sandpit, end user training
Adoption Support desk, service updates, new employee orientation

Final Thoughts

There is no one-size-fits-all approach to SharePoint, but my experience shows that the framework presented here is a flexible approach. It addresses all the key issues and helps organizations structure their thoughts and plans. Each of the four areas is a huge topic in itself, but I hope that this quick start guide will provide you with a starting point.

Good luck!

Editor's Notes: You may also be interested in reading:

Interested in reading the entire series? Go to The Art of SharePoint Success

This Week: SharePoint as an Enterprise Solution...For What?

SharePoint is in 80% of enterprises today, but not always implemented successfully. This month we provide expert SharePoint guidance and example SharePoint strategies to help you effectively plan and implement Microsoft's platform in your organization.

In the news, we covered a review of Hippo Web CMS, the latest version of Telligent Communities and how Novell is killing the Vibe cloud.

We also took a closer look at key information management topics: business process management and e-Discovery, and checked-out the leading vendors -- Jive and Lithium, to name two -- in Gartner's Social CRM Magic Quadrant.

This month's Tweet Jam takes place on August 17th and will focus on SharePoint in the Enterprise. See details here and please join the discussion on the 17th.

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Challenging Collaboration: Using SharePoint as a Collaboration Tool

Although Microsoft sells SharePoint as a collaboration tool, it really isn’t. It is a process and storage tool, and actually does a reasonable job at that. Many of our larger clients have thousands (if not millions) of documents stored in SharePoint. But in terms of supporting collaborative interactions between team members, SharePoint has some bolt-on technology at best.

Join the CMSWire Tweet Jam on August 17th: SharePoint in the Enterprise #EIMChat

This month we are taking a closer look at SharePoint's role in the enterprise and its capabilities as an enterprise platform. Where does it fit? What should you be thinking about? Where would other solutions/platforms work better? This is a perfect opportunity to get your perspective in the upcoming Tweet Jam on August 17th.

State of the SharePoint Community: Blog and Twitter Survey, Your Input Required

CMSWire recently wrote about the important community that supports the SharePoint platform. But just how active and popular is it?

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