Transcript
Page 1: Governing SharePoint

#AIIM14  #AIIM14  

#AIIM14  

Wild  West  to  Civiliza.on-­‐  Governing  SharePoint  

Megan  Sibbert  ECM  Business  Manager  

City  of  Bellevue,  WA  @MeganSibbert  

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About  Bellevue,  WA  §  5th  Largest  City  in  Washington  

State  §  130,000  Residents  §  140,000  Jobs  with  an  

emphasis  on  High  Tech  &  Retail  

§  31  Sq.  Miles  §  1,500  City  Employees  in  over  

20  faciliPes  

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In  the  Beginning…  

2005-­‐2007   2008-­‐2010  

SharePoint  2003   SharePoint  2007  

•  Used  as  City  Intranet    •  Incremental  Training  with  

limited  effecPveness  

•  Technology  Upgrade  to  SP  2007  

•  Training  provided  on  new  features  

•  Both  adopPon  AND  user  frustraPon  increased  

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SP  2010  Project  Drivers  

§  Use  Current  Technology  §  User  FrustraPon  §  OrganizaPonal  ECM  Analysis  

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Main  Technology  Used  

§  SharePoint  2010  §  Gimmalso]  Compliance  Suite  for  Records  Management  

§  FAST  search    

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Step  1-­‐  Focus  Groups  

§  7  Focus  Groups  (June  2012)  §  Common  Themes  

§  Not  enough  training  §  Search  doesn’t  work  §  No  consistency  or  standardizaPon    §  Lots  of  old  unused  or  abandoned  content  

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SharePoint’s  Last  Chance  

§  One  final  shot  to  get  SharePoint  right  §  Overarching  theme  for  the  project  was…  

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Step  2-­‐  Inventory  Sites  

§ What  sites  exist  § Who  do  they  belong  to  § What  is  the  purpose  for  each  site  §  Owners  need  to  decide-­‐  Migrate,  Archive,  Delete  

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Inventory  Results  

§  3  main  purposes  §  Department  

CommunicaPon  Sites  §  Team  CollaboraPon  Sites  §  Project  Sites  *Approximately  77%  Migrated,  20%  Deleted,  3%  Archived  

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Step  3-­‐  Business  User  Team  

§  RepresentaPves  from  a  variety  of  departments  to  parPcipate  in  the  iteraPve  design  process  §  Reviewed  wire  frame  design  §  Provided  feedback  as  the  project  moved  forward    

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Step  4-­‐  Policy  

§ Minimum  Metadata  Standards  for  ALL  content  types  

§  Strategy  for  Non-­‐Records  §  Constraints  of  SharePoint  §  Ongoing  governance    

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Step  5-­‐  Training  

§  160  Site  Owners  went  through  a  6  hour  Training  seminar  

§  750  end  users  aiended  1  ½    hour  overview    §  Detailed  “SharePoint  2010  Resource  Site”  with  recorded  training  Pps,  documentaPon,  and  other  end  user  support  materials  

 

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Step  6-­‐  Rollout  Support  

§  Open  Training  Lab    §  “Blue  Shirt”  Team  

 

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Finally…  

§  Ongoing  follow  up  and  communicaPon  §  Ongoing  Training  opportuniPes  §  Site  AudiPng  §  Ongoing  teams  

§  SharePoint  Governance  Commiiee  §  SharePoint  User  Team  §  SharePoint  Technical  Team  

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Ques.ons  

 ????  

Megan  Sibbert  @MeganSibbert  

[email protected]  

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www.aiim.org/infochaos�  

Do  YOU  understand  the  business    challenge  of  the  next  10  years?  

This  ebook  from  AIIM  President  John  Mancini  explains.  


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