managing governance across the social landscape

Managing Governance Across the Social LandscapeChristian BuckleyDirector of Product Evangelism, Metalogix

Some of the questions we’ll ask :

• How are people using social tools?

• What changes have happened in SharePoint due to Microsoft’s plans for social, and what is coming next?

• How will social impact my business?

• How does social impact my SharePoint planning, and my ability to manage SharePoint across the enterprise?

About

Christian Buckley, Director, Product Evangelism at Metalogix

• Microsoft MVP for SharePoint Server

• Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations

• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration

• Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate

• Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management.

• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@metalogix.com

Get the Book

Just released from Microsoft PressOrder your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with proven SharePoint solutions• Set up a help desk solution to track service

requests

• Build a modest project management system

• Design a scheduling system to manage resources

• Create a site to support geographically dispersed teams

• Implement a course registration system

• Build a learning center with training classes and resources

• Design a team blog platform to review content

• Create a process to coordinate RFP responses

• Set up a FAQ system to help users find answers quickly

• Implement a cost-effective contact management system

My Day in Social

Definitions

Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.

A governance strategy is never static – it is a living, breathing process and a set of

rules that you should live by, not die by!

Your governance strategy needs to be adaptable to meet the growing,

changing needs of your business.

• SharePoint out of the box is a powerful platform

• But many organizations don’t think they have the time, money, people to spend on planning

• The same can be said for governance

• The result? • Site sprawl• Unfettered content• Process lawlessness

Why are we talking about governance?

Many organizations are experiencing a “Governance Crisis” – how to manage their users and rapidly growing data across many different platforms.

Cloud computing provides an opportunity to move commodity infrastructure and services to cloud-based services managed by some of the world’s leading technology companies, reducing risk and optimizing resource utilization.

As infrastructure and services increasingly are distributed across public, managed and private cloud environments, the need for sophisticated tools to support Governance and Administration will be essential.

Governance and Administration for Hybrid Deployments (whitepaper)

Why are we talking about governance?

Chris BeckettSharePointBits.com

SharePoint Certified Master (MCM)

The Shift Toward the Cloud

Changes to SharePoint

WCMFeatures

• Cross Site Publishing• Video & Embedding• Image renditions• Clean URLs• Metadata navigation• Variations & Content

Translation• Search Engine

Optimization

Benefits

• Built for the internet• Built for mobile

Supports the tools and workflows designers use

OfficeFeatures

• Web-based access to the Office applications

• Drag and drop from the desktop to the platform

• Exchange integrations• Improved notifications

Benefits

• Online and offline editing• Improved end user

experience• Aggregated view into the

entire desktop

SearchFeatures

• FAST integration• Hover panels• Search by metadata• Search result

customization• Improved analytics

Benefits

• Manage user permissions• Comprehensive security

reports• Recommendations for

permissions clean up

SocialFeatures

• Community• Social tagging• Easily share content

and activities• Follow documents,

people, sites, tags, and activities

• Improved activity streams

• Improved My Sites• Save locally

Benefits

• Build more robust metadata• Make content more findable• Link people, teams, content

and activities

Online 1st

Features

• Nearing parity between online and on prem

• Robust integration between the desktop and the platform

• Speeding up the delivery of new features

• Built for the cloud

Benefits

• Faster realization of the benefits of the cloud

• Access to tools and data anytime, anywhere

Change is coming to all of your enterprise applications

Data anytime, anywhere. It's under your desk, it's across town, it's across the planet,and it doesn't matter.

Pick your tools, any tools.The right tool for the right job.It’s all about self-service.

Bring your own device.Your data and tools should be able to reach you wherever you are, whatever platform you use.

Built for the business user, not the IT organization. Simplified inputs, through forms, workflow, and easy to navigate, intuitive interfaces.

It's social, baby. It’s not about corporate Facebook, but enabling applications and systems to share data and social experiences across environments.

The Evolution of Social inside SharePoint

You

So does she

Him too

As she posts…

Everyone following her gets notified

Write

Read

The micro-feed enables users to do the following:

• Participate in conversations by posting comments and replies

• Post pictures and links

• Use tags (starting with the # symbol) to define keywords that users can follow and search for

• Use mentions (starting with the @ symbol) to tag users in posts and replies

• Indicate agreement with comments and replies by clicking Like.

• Follow people, documents, sites, and tags to customize their feed

Office 365 has all these capabilities too.

Image borrowed from the SharePoint 911 team at Rackspace

Image borrowed from the ShareThePoint.com site

How people are using social:

• Innovation• Find an Expert• Sharing • Discussions• Knowledgebase• Ad hoc collaboration• Rich media sharing• Anywhere access

Social is more than just technologyAs Microsoft says, its about People, Process and Technology

It’s about solving a business problem – but with an understanding of your cultural needs

Social Architecture

For more of a dev perspective with detail on APIs, Beyond Social, by Adis Jugo

Social Architecture

User Profile Service

Profile DB (per-service)

People and tag

following

User profile properties

#Hashtags Feed postsSite and

document following

Personal storage space

Managed

Metadata

Content DB (site collection per-user)

Conversations are stored in a Content Database in Micro-feed-type lists, and the rest, such as tags, etc., are in a User Profile Social Database

Extending via APIs

• Client-side• CSMO: Managed C#, Silverlight• Mobility API: Windows Phone• JavaScript Object model (JSOM)• REST / Odata

• Server-side• Server Object Model

Yammer + SharePoint Roadmap

Today

Option to replace SharePoint Newsfeed with Yammer

Yammer app for SharePoint

SharePoint 2013 on-premises guidance

Tomorrow

New User Experience

Document conversations

Office 365 Single sign-on

Future

External Communication

Email integration

Enhanced messaging

What does governance look like in a social world?

What happens with permissions?

How do I manage taxonomy?

What are the storage concerns?

Am I able to meet my auditing and compliance requirements?

What are my reporting options?Is there real-time monitoring?

Can I enforce governance policies?

Moving Forward

Key Questions

• Does your platform align with your business goals?

• Are the tools relevant to your users and activities?

• What are your short-term and long-term goals for social?

• What does a successful implementation look like at your organization?

Thank you!

Contact me

Order your copy at http://oreil.ly/qC4loT

Christian Buckleycbuck@metalogix.com+1 425-246-2823@buckleyPLANETwww.buckleyPLANET.com and www.Metalogix.com

Additional Resources available• Beyond Social – Tailor SharePoint 2013 social features

according to your needs, procedures and compliance regulations (Adis Jugo) http://slidesha.re/17o7IFO

• What's new in social computing in SharePoint Server 2013 (TechNet) http://bit.ly/16QcyO6

• Governance and Administration for Hybrid Deployments

(Chris Beckett whitepaper) http://bit.ly/XmqBIc