adoption and training – outlook and sharepoint ~ head to head
DESCRIPTION
Every business user loves email and MS Outlook, but they’re often nervous about using an enterprise content management (ECM) tool like MS SharePoint. In this presentation Bruce will show the incredible parallels between Outlook and SharePoint. He’ll argue that SharePoint may have actually grown out of the success of Outlook! By stealing this presentation and giving it to your business users, you will make the unfamiliar SharePoint more accessible. This should smooth out your business user adoption! It will also help you move your organization beyond a basic use of SharePoint for document storage to a more intermediate adoption of content types and web parts.TRANSCRIPT
Outlook & SharePoint Familiarity = Adoption
Bruce Norman SmithSharePoint Consultant & Information Management Advisor
Forged in Winnipeg, honed in Ladysmith & Vancouver, and battle tested in Montreal & Gatineau - Bruce now calls Victoria his home.
Bruce’s customer service, governance and logic skills came from working as a sales person in small family retail businesses & studying the History of World Religions at UBC & McGill University (BA’04).
Bruce’s technical skills started at an early age during the Logo/Turtle boom of the early 1980s and quickly developed into a passion for videogames. A Master’s degree in Library and Information Studies (MLIS ‘08) refined these early skills with training in business process analysis, database design, xml metadata development, and records management / archival theory and methods. He’s worked in depth with MOSS2007 at Environment Canada and SP2010 Enterprise at Medical Council of Canada.
Bruce’s Blog: http://seek.itgroove.net Bruce’s Website: http://ad-esse.net
Learn to walk before you learn to run
About this presentation
It’s a training & change management tool for business users
There should be no big surprises, you may feel like you already know this
If you’re a SysAdmin, Dev, BA, QA or IM professional, take this opportunity to imagine how you might deliver this presentation to your business users
Maybe we can even shake up the style of this user group a little bit & get some fresh faces in here!
The $ Money $ Slide
What if I told you 5 hours of business user training could save you 235hrs/yr?
1 Helpdesk staffer, responding to 2 hours of basic SharePoint questions a day?
480 hours/year!
$10,000/year in salary!
What could they do with 240 hours a year?
Professional Development? Learn to configure a new server?
Script/Automate a process?
‘We are what we repeatedly do. Excellence, then, is not an act but a habit.’
~Aristotle
We <3 Outlook!
If you were only allowed only one app at work…
If you need to get approval from an executive fast…
Work, collaboration, and social all in one…
A personalized interface with your name…
Somewhere you have the power to organize information in a way that makes sense to you…
An app to track your calendar and to do tasks
A place to see your contact information
Seriously, where can I get this magical app!?
The problem with email…
There's a lot of it!
The cc / reply all / reply / bcc / fwd game
Staff leave & corporate information is stuck in their personal inboxes
Head-to-Head: Messages
Email Announcements
About this fileDriver License
Name: McLOVINAddress: 892 MOMONA STCity: HONOLULUState: HIZIP: 96820
Number: 01-47-87441
Etc.
There’s no mystery to this!Anybody can describe what’s important to know about a file/form/document.
Head-to-Head: Meetings
Appointments Events
Head-to-Head: To Dos
Tasks Tasks
Head-to-Head: People
Contacts Contacts
Sync to Outlook• Tasks• Contacts• Calendars
Head-to-Head: Shared Documents
Public Folders (ca. 2003) SharePoint Libraries
Head-to-Head: Post Its?
Notes There’s an app for that?
Head-to-Head: Journal?
Journal Entries Try OneNote or a Custom List
Head-to-Head: Browse
Views Views
Head-to-Head: Search
Search
SEARCH!
Turn your form into a Content Type
Meeting Agenda Description
Date
Invitees (names with presence)
Status (draft, reviewed, approved)
Template (from MS Word)
Policies (e.g. Auditing, Barcode)
Workflow (e.g. Approval)
& more!
Your 1st Content Type!
If you can use Outlook, then you already know how to use SharePoint.
Outlook SharePoint
Public Folders Libraries
Emails Announcements / Yammer?
Appointments Events
Tasks Tasks
Contacts Contacts
Notes Lists
Journal Entries OneNote / Lists
Views Views
Search Search
…