adoption tactics; why your end users will rant & rave over sharepoint 2013 #spsalbany

1. SharePoint Saturday Albany Gina Montgomery, MCTS, P-TSP MCP , www.ginamontgomery.com

2. Hi, Im Gina! SharePoint Architect SharePoint & Yammer Evangelist P-TSP for Microsoft SharePoint, Office 365, Azure MCTS & MCP Yammer Admin & Enablement Facilitator Microsoft Experience Center Facilitator Adoption Expert Mom of two really cool sons Lego builder extraordinaire Twitter: @ginammontgomery Blog: www.ginamontgomery.com Email: [email protected] SharePoint Saturday St. Louis SharePoint Saturday Richmond SharePoint Saturday D.C. SharePoint Saturday L.A. SharePoint Saturday Silicon Valley SharePoint Saturday Redmond SharePoint Saturday Omaha SharePoint Saturday Dallas Ft. Worth SharePoint Saturday Albany

3. www.ginamontgomery.com Tweet It!... I dare you! @ginaMmontgomery is making us go social with #SharePoint 2013 #SPSAlbany

4. www.ginamontgomery.com Why are we here? SharePoint is a platform that is meant to help your organization: better share information better manage business processes better manage documents bring the social computing aspect and improved productivity for information workers into your work environment serve as a development foundation on which more business solutions can be created.

5. www.ginamontgomery.com Agenda Survey You need a plan! Why do SharePoint Intranets Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions

6. Survey Questions What version of SharePoint do you have deployed? 1. SP 2007 2. SP 2010 3. SP 2013 4. SP online What SharePoint functions have you deployed? 1. Sites (portal, intranet) 2. Insights (BI / analytics) 3. Collaboration 4. Content management 5. Custom internal-facing apps 6. Custom external-facing apps 7. Search 8. Social www.ginamontgomery.com

7. www.ginamontgomery.com Survey Questions What Adoption challenges have you faced? 1. 2. 3. 4. 5. UI isnt friendly Learning curve is too high for end users No one will contribute No real use cases identified for SharePoint in my organization Other?

8. Agenda www.ginamontgomery.com Survey You need a plan! Why do SharePoint Intranets Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions

9. End User Adoption Plan You need one. With no vision, there is no victory! A documented plan will help increase the odds of a successful SharePoint rollout. When a document is required that means someone really has to think! And then get it reviewed! And that means collaboration happens which leads to more ideas.. Your end users should be a part of this process www.ginamontgomery.com

10. Does your SharePoint Intranet Plan Suffer From: Boring user interface? No branding? No dynamic content? Poor Information Architecture? Unidentified Governance Plan? No Communication Plan? www.ginamontgomery.com

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12. Why do SharePoint Intranets Fail? Gartner surveys say that more than 50% of SharePoint implementations fail due to poor user adoption! www.ginamontgomery.com

13. If you build it, will they come? If your users dont know how and when to use SharePoint, they wont! WIIFM?! Will I be more productive if I use this? Or is this just another demand from management that wont help me? I have too much work to do already! A well thought out End User Adoption plan that includes a good governance plan, good information architecture, and some adoption incentives can help your users understand this. www.ginamontgomery.com

14. Agenda Survey You need a plan! Why do SharePoint Intranets Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions www.ginamontgomery.com

15. Considerations Phased Rollout Methodology Governance Strategy IA Strategy Communication Plan Rewards & Recognition Training Plan www.ginamontgomery.com

17. www.ginamontgomery.com 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. People Process Technology Policy

18. Governance www.ginamontgomery.com 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 enterprises culture and goals while enabling teams and individuals to effectively collaborate and share information. Key Words: Enable Collaborate Share

19. 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 www.ginamontgomery.com

20. Getting Started with Governance in 2013 What to Consider Unused Sites Social Policy Site Management Site Templates Site Request Change Request/Feedback Model Support? Naming Conventions SharePoint Designer Etc!!! www.ginamontgomery.com Description What happens to unused sites? Appropriate vs Inappropriate, Liking, Tagging, Following, etc.. Site Owners need to know how sites will be managed. Are they controlled? Are they managed by the IA? Which templates are available and how will they be used? How will users go about asking for a new site? What will be included in the new site (type of template, customizations?) How is support defined? To whom does the End User address to get answers? How will DBs, Servers, etc... be named? It should be consistent. Governing the usage of SPD for editing/designing pages for a common look and feel

21. www.ginamontgomery.com Agenda Survey You need a plan! Why do SharePoint Intranets Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions

22. www.ginamontgomery.com What is Information Architecture? IA is your companys 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."

23. www.ginamontgomery.com IA tends to include the following: Navigation Structure Metadata Strategy Site Taxonomy Search Strategy

24. IA www.ginamontgomery.com Your information architecture helps users find information in any of three scenarios: I know it does exist and I actually know where it is. I know it does exists, but I really dont know where it is. I have no idea if it exists.

25. www.ginamontgomery.com 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.

26. www.ginamontgomery.com Information Architecture If SharePoint is difficult to use, confusing to navigate through, and information cant be found quickly adoption wont occur!

28. Gamification www.ginamontgomery.com Gamification is the use of game thinking and game mechanics in a non-game context to engage users and solve problems Using Gamification Enhance Skill Speed Collaboration By measuring By Creating By providing Achievement Competition Status

29. Gamification www.ginamontgomery.com When designed correctly, gamification has proven to be extremely successful and efficient in engaging people and helping them to change behaviors, collaborate, improve skills and solve problems.

30. www.ginamontgomery.com demo

31. Your 5 Reasons End Users Will Rant & Rave 1. Improved End User Experience 1. 2. 3. 2. App Model Themes Managing Projects and Tasks List based apps The Social Layer 1. 2. 3. Newsfeeds Gamification Yammer Integration New Ways to Collaborate 1. 2. 3. 4. Ribbon Improvements/Similarity to Office Ribbon for Editing Improved Productivity 1. 2. 3. 4. 5. Community Site Template Project Site Template One Note Integration Post to Yammer Mysite Improvements 1. 2. 3. 4. 5. Newsfeeds Tasks Blogs Expertise Etc..

32. Contact Us Gina Montgomer y [email protected] 913-217-0211 Thank You! Visit www.ginamontgomery.com for more info