meeting #118 welcome to the minnesota sharepoint user group october 8 th, 2014 member case studies...

Meeting #118http://sharepointmn.com

Welcome to the Minnesota SharePoint

User Group

October 8th, 2014

Member Case Studies – Part 2

Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck

Donald Donais

Agenda

• MNSPUG Information• Beth Beck & Jon Rono – Connexus Energy

Safety Dashboard & Contracts Management Solutions• Trevor Huinker & Martha Flynn – LifeSource

Yammer with Communication & Collaboration

• Break

• Lucas Struck Employee Onboarding Solution

User Group Goal / Objectives

Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions

MNSPUG Sponsors

Wrox Press (www.wrox.com)

O’Reilly (www.oreilly.com)

Dedicated Sponsors

Avtex (www.avtex.com)

Microsoft (www.microsoft.com)

Annual Sponsor

Currently Looking for Sponsorships!

SharePoint User Group Support

MN SharePoint Users Group Website

• SharePoint Resource Documents• SharePoint Resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations• Past User Group Recordings• Sponsorship Information

• http://sharepointmn.com• Email: sharepoint@sharepointmn.com

Social Networking

• Linked In group – The most interactive… includes job postings… Post Job Posting on the Jobs Discussion page

http://www.linkedin.com/groups?gid=1878792

• Twitter tags - @MNSPUG and #MNSPUG

• Yammer – Minnesota SharePoint Users Group https://www.yammer.com/mnspug/

Join Us on Yammer with some of the presenters to ask questions about their

presentation!

Upcoming Schedule

• Next Meeting November 12th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and

User Adoption Panel Discussion Microsoft Technology Center Check www.SharePointMN.com for updates!

• Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center – Edina

Local and Online EventsTwin Cities PowerShell User Group – Oct 14th, 4:30 – 7:00 pmhttp://www.tcposhug.com/

MindSurf Conference – October 9th, Minneapolis Convention Center (Pay to attend event)http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx

Minnesota SharePoint SharePint – Wednesday, October 29th, 4:30 pm Meet at Figlio’s in St Louis Park

SPChat through SharePoint Community – November 5th – Onlinehttp://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis

Minnesota Women in SharePoint – Tuesday, November 18th, 4:00 pm – Location TBD

SharePoint Saturday Twin Cities – November 22nd, Normandale Community College – Registration Just Opened!http://spstc.com

Anything Else?

Evaluations & Giveaways!

Presenters

Martha Flynn• LifeSource• Former nurse, now IT professional• @mflynnkauth• mflynn@life-source.org

Trevor Huinker• Avtex Consulting• IT Pro Consultant• @trevorhuinker• thuinker@avtex.com

Jon Rono• Connexus Energy• IT Department – Business Technology Services• Enjoy the Outdoors (Camping, Boating, and Etc..)• Jon.Rono@connexusenergy.com• http://www.connexusenergy.com

Beth Beck• Avtex Consulting• IT Pro Consultant• Classic car collector of ’64 Studebaker Hawk Gran Turismo

(GT)• @beargal34• bbeck@avtex.com• http://blog.avtex.com

Lucas Struck• “SharePointing” for 5+ years • Constantly changing diapers for 4• lstruck@avtex.com• http://sharepoint-community.net/profile/

LucasStruck

Connexus Energy - Safety Dashboard & Contracts Management Solutions

• Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties.

• Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members and has 250 employees.

• Connexus Energy is an electric cooperative, owned by the members we serve.• We are local – living and working alongside those we serve. • Profits are put back into our cooperative to help run the business efficiently.

They are also returned to members through the Cash Back program.• Our Board is made up of cooperative members who are elected by our

members in annual elections.

About Connexus Energy

Increasing Productivity Using SharePoint No-Code at Connexus Energy

CSafe Reports Dashboard Overview – Business Case

Business Case• At Connexus Energy, Safety is a Core Value• Ability to identify unsafe event/situation before an injury

happens – “A Near Miss”• Keep cost down, people working , and no fatalitiesRequirements• Central location to analyze all “Near Misses” company wide –

Reporting• Enter “A Near Miss” in the Field, At Home, and In the Office• Eliminate double entry and Accuracy Issues• Insert pictures of the situation – “Picture is worth a thousand

words”• Reduce the time required from identification to resolution

CSafe Reports Dashboard Overview – Technology Used• Technologies Used

SharePoint 2010 Enterprise InfoPath 2010 SharePoint Designer 2010

• Workflows• Data View Web Parts

SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode Report Builder 3.0 Microsoft Excel

CSafe Dashboard

Report an Incident or Issue

Report an Incident or Issue – Updates and Email Notification

Ranking andResolution

Ranking & Resolution – Updates and Email Notification

Ranking andResolution – Lock and Finalize

View All My Submissions- Legend- Sorting- Filtering- Grouping

Admin View- Link to Reports- Sorting- Filtering- Grouping

SQL Server Reports

CSafe Department Report

CSafe Severity Report

CSafe Data Export – Part 1

CSafe Data Export – Part 2

CSafe Report – Subscription (Email)

Contracts Site Overview – Business Case

Business Case One location for all contracts to reside (email, file drawers, doc mgmt.

system & Etc…) Mitigating risk that can negatively impact Connexus or impact an individual

is part of every employee’s role. (Contract and Contract Attachments) Identify all states and relationships of a contract during its life-cycle Keep cost down and people working together

Requirements• Central location for all contracts• Eliminate document management system – Cost Savings• Leverage existing Microsoft SharePoint platform• Relate contracts to contract attachments• Notification process on contract life cycles or critical events

Contracts Site Overview – Technology Used

• Technologies Used SharePoint 2010 Enterprise

• SharePoint List Filter Web Parts SharePoint Designer 2010

• Workflows SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode Report Builder 3.0

Demo Slide

Contracts Site

New Contract Upload

New Contract Email Notification

Critical Notification Email

Contract 30, 60 & 90-Day Expiration Email

Contracts – Attachment Relationship

Contracts – Admin Page

Contracts – Certificate of Insurance

Questions?

Thank You!

LifeSource's New Pulse Using Yammer for Communication and Collaboration

About LifeSource

• Twin Cities-based non-profit organization dedicated to saving lives through organ and tissue donation

• Serves nearly seven million people in communities across the Upper Midwest

• Dedicated to working with hospital and community partners to support donor families, facilitate the donation of organs and tissues to transplant recipients and encourage the people in these communities to register as donors

Business Need

• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)

• Employee survey showed the following: Need for more lateral communication, not just top down More communication sooner, with more information

• Geographically dispersed team-desire to maximize engagement• Opportunity to transform our all team communication

Options Available

• SharePoint Announcements Article Pages Blogs Discussion Boards Newsfeed

• Yammer All Company Feed Groups Topics Private Messages

Solution

• New Intranet “eSource” that merges the Content Management System strengths of SharePoint Online with the social computing power of Yammer into a seamless portal that enables workers to obtain organizational information and collaborate with others

• SharePoint Online Yammer embed feeds

• Yammer All Company feed Groups Topics

The Avtex Project Process

Design Build Deploy Accept

DesignDocument the proposed approach, align requirements to the technology and design the solution

BuildImplement design and build solution

DeployValidate and deploy the solution to production

AcceptGain acceptance and transition to support

Implementation• Design

Outcome of Envisioning sessions and Design sessions around Information Architecture, Security, Social Computing and more

• Build Publishing sites and pages developed for all organizational content Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007

environment prior to content migration Yammer network setup including Groups and Topics for previous eSource content Yammer embed feeds implemented on corresponding SharePoint Online sites

• Deploy Site owners and super users trained on both SharePoint Online and Yammer Content migrated from SharePoint 2007 environment to SharePoint Online using migration

utility Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s)

• Accept On our way there

Yammer Embed

• All Company Feed<div id="embedded-feed" style="height:693px;"></div><script src="https://assets.yammer.com/assets/platform_embed.js"></script><script> yam.connect.embedFeed({

container: "#embedded-feed",network: "life-source.org",feedType: "group",feedId: "all",

config: {header: false}});</script>

• Group FeedfeedType: “group”feedId: “1234567”,

• Topic FeedfeedType: “topic”feedId: “1234567”,

• Add embed code to Script Editor Web Part

Resources Slide

• Yammer Customer Success Program https://about.yammer.com/customer-success-program/

• Yammer Resource Center https://about.yammer.com/why-yammer/resources/

• Yammer Embed https://developer.yammer.com/connect/

• Office 365 Customer Success Center http://success.office.com/

• Office 365 Resources http://success.office.com/resources

Questions?

Thank You!

Break Time

Case Study – Employee Onboarding

Employee Onboarding Overview

• Manage start dates for new hires• Provide a consistent experience for Employees• Assign and manage tasks based on department and

facility• Increase visibility within the organization for new hires

Building Blocks

• Office 365 – SharePoint Online• Custom List for New Employees• Custom List for Onboarding Tasks• Document Library for Resources• Custom Resource Lists (Facilities and Departments)• SharePoint Workflows (2010 and 2013)

Onboarding Home Page

Onboarding HomePage

All New Hires

New Hire Calendar

Workflow - Permissions

Workflow - Tasks

Task List

Enhancements

Enhancement 1 – Technology Forms - InfoPath• Create a standardized form for Technology requests that integrates into the Pre-

Employment Phase

Enhancement 2 – User Provisioning – Custom Solution• Provide Functionality to provision new users within Office 365 directly from the

portal

Enhancement 3 – Employee Reviews – Workflow and InfoPath• Expand the scope of the solution to include ongoing yearly performance reviews

for employees.

Enhancement 4 – New Employee Webpart– Search Based Webpart• Provide a rotating webpart that shows new hires on the Portal Home Page

Questions?

Thank You!

Last But Not Least

• Please Fill Out Evaluations• Drawings for Giveaways• Today’s Presenters:

• Beth Beck & Jon Rono• Trevor Huinker & Martha

Flynn• Lucas Struck

Thanks for coming!

meeting #118 welcome to the minnesota sharepoint user group october 8 th, 2014 member case studies...

sharepoint community

user group members

minnesota sharepoint

pm location tbd sharepoint

minnesota women

local community focused

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best buy

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