adoption and training – outlook and sharepoint ~ head to head

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

…