a decade of sharepoint adoption strategies

©2011 Quest Software, Inc. All rights reserved..

Chris McNulty

SharePoint Strategic Product Manager

December 2011

Puget Sound SharePoint User Group

A Decade of SharePoint 2010 Adoption Strategies

2

©2011 Quest Software, Inc. All rights reserved..

Chris McNulty• SharePoint Strategic Product

Manager at Quest Software

• 10+ years with SharePoint

• 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street)

• MBA in Investment Management from Boston College

• Write and speak often on Microsoft IW technologies (blogs & books)

• MCSE MCTS MSA MVTSP MCC

• Hiking, cooking, playing guitar, colonial history, photography

• My family: Hayley, three kids (17, 7, 5) and my dog Stan

4

©2011 Quest Software, Inc. All rights reserved..

Two RolesTechnical Stakeholder Business Stakeholder

“Push” with some “pull” “Pull” with some “push”

Wants and Needs: Wants and Needs:

Performance Economic Justification

Security Network Effect

Compliance “My solution” becomes “Our solution”

Adoption = Someone else’s problem Adoption = If no one else is doing it, why should I?

5

©2011 Quest Software, Inc. All rights reserved..

Today’s Session, in detail

• Hallmarks of good adoption

• Roadblocks or symptoms of bad adoption

• Tools and techniques that our clients have used to drive adoption

• Worst practices

• Q&A, Resources, Closing

The SharePoint Firehose

7

©2011 Quest Software, Inc. All rights reserved..

What is adoption?

Governance

Adoption Operations and Management

• Defined: To choose as standard or required (www.thefreedictionary.com)

• User Satisfaction

8

©2011 Quest Software, Inc. All rights reserved..

Enablers/Indicators

Long uptimes

Business users perceive value

No complaints, no help desk tickets, happy users

Measurable ROI

Speed to Market

9

©2011 Quest Software, Inc. All rights reserved..

Roadblocks to Adoption

• Speed to market

• Over-governance

• Maintenance

• No/bad sponsorship

• Redundancy of content

• Too many documents

• "Field of dreams" mentality

©2011 Quest Software, Inc. All rights reserved..

Adoption tools and techniques

11

©2011 Quest Software, Inc. All rights reserved..

Unique applications and solutions

• Lunch/Catering Application

• Dynamic, Targeted Content on Home Page

• Birthday List

• Today @ACME / Meeting Room Central

• Lunch and Learn• Formal Training

– Internal – External site

• Product vs Solution

Training

13

©2011 Quest Software, Inc. All rights reserved..

Marketing

• Branding/Naming• First rule of SharePoint – don’t call it SharePoint!

• E.g., Nebula

• Cramerville

• Shmoogle

• BaseCamp

• Segmentation

14

©2011 Quest Software, Inc. All rights reserved..

Assessment

• Survey

• Administrative Tools

• Feedback mechanism prominent on the front page

• Visible and available super-users or support staff

• Maturity models (www.spmaturity.com)

15

©2011 Quest Software, Inc. All rights reserved..

Project Design

• Departmental Approach

• Steering Committee (Cross-Functional)

• Move Fast• Quick early successes count more

• Drive fast, take chances!

• SharePoint for SharePoint• Prepare Support Teams• Self Service

Support/Communities• Team Leaders

Support/Decentralized• Tech Sheets – Quick one page

tips or FAQs

Support

17

©2011 Quest Software, Inc. All rights reserved..

Launch Events

• “Big event” • Usually a breakfast

• Sometimes a lunch

• Rarely an evening happy hour

• Gift bags/materials• Training

• Contests and prizes, often with a scavenger hunt

• Public awards

• Giveaways – branded items with tips and helpful information

• Resources: “I Use SharePoint”

18

©2011 Quest Software, Inc. All rights reserved..

Miscellaneous Motivations

Theory Y

• SLAs

• Chargeback incentives

• Viral Communications

• Social Communities

• Badges

Theory X

• Home Page Lockin

• Mandates

• “Burn the Boats”

19

©2011 Quest Software, Inc. All rights reserved..

“Accessory After the Fact”

• 5 things to do after 3 months in production• Usage/Search logs

• MySite self-population

• Content growth trends

• Repeat rollout training

• Re-evaluate roadmap

20

©2011 Quest Software, Inc. All rights reserved..

Worst Practices!

Three things to never allow in your SharePoint deployment

aka

“How to squash adoption in three easy steps”

No. No, no, no.

Import file shares as-is

Introduce 100s of content types…

Deployment plan? Outlook…

25

©2011 Quest Software, Inc. All rights reserved..

Closing thoughts – Know Your Audience

• Multigenerational

• Multinational

• Multi-platform

26

©2011 Quest Software, Inc. All rights reserved..

Resources - General

• From Microsoft:• SharePoint Adoption tools:

http://sharepoint.microsoft.com/iusesharepoint/landing.aspx

• From Others• SharePoint Maturity Model (SPMaturity.com)

• Susan Hanley (susanhanley.com)

• From Quest (www.sharepointforall.com)

27

©2011 Quest Software, Inc. All rights reserved..

Photo Credits• “Two faces” flickr photo from heyjoewhereyougoinwiththatguninyourhand

used via Creative Commons license: http://www.flickr.com/photos/heyjoewhereyougoingwiththatguninyourhand/129124058/sizes/l/in/photostream/

• “Hose contest splashes” flickr photo from DrewbieDoo used via Creative Commons license: http://www.flickr.com/photos/drewbiedoo/538051654/sizes/l/in/photostream/

• “x y” flickr photo from Jean Hambourg used via Creative Commons license: http://www.flickr.com/photos/jihef/10453062/sizes/z/in/photostream/

• Fight Club poster ©EnderTheThird at DeviantArt

• Mother of Navy Seal Michael Murphy (christening ship) flickr photo from US Navy Images via Creative Commons license: http://www.flickr.com/photos/usnavy/5710217589/sizes/o/in/photostream/

28

©2011 Quest Software, Inc. All rights reserved..

•Questions

•Contact Me

•SharePint

29

©2011 Quest Software, Inc. All rights reserved..

Thank you…

• Contact• Email chris.mcnulty@quest.com

• Blog http://www.chrismcnulty.net/blog

• Also http://www.sharepointforall.com

• Twitter: @cmcnulty2000

• LinkedIn:http://www.linkedin.com/in/cmcnulty

• Upcoming:• Jan. 2011 – SPS Austin TX (Business Intelligence)

• Feb 2011 – SPTechCon SanFrancisco, SPSaturday Philly

• Mar 2011 – SharePoint Connections Las Vegas, SharePoint Conference Australia

30

©2011 Quest Software, Inc. All rights reserved..