employee directory on sharepoint 2013

31
Showcase your Employees with a Complete Enterprise Directory Built On SharePoint 2013 Louis-Philippe Vallée Scrum Master & Analyst for SharePoint GSoft louis- November 23 rd , 2

Upload: gsoft

Post on 08-May-2015

4.932 views

Category:

Technology


2 download

DESCRIPTION

In this session you will learn how many companies adopt SharePoint as a portal or intranet, but they miss out on the “social” features it offers. Learn how to bonify your SharePoint experience using user profiles in order to build a rich staff directory. With MySites and User Profile Synchronization, you are not so far from that goal ! A presentation by Louis-Philippe Vallée

TRANSCRIPT

Page 1: Employee Directory on SharePoint 2013

Showcase your Employees with a Complete Enterprise Directory

Built On SharePoint 2013

Louis-Philippe ValléeScrum Master & Analyst for [email protected]

November 23rd, 2013

Page 2: Employee Directory on SharePoint 2013

Thank you to all of our Sponsors!!

Page 3: Employee Directory on SharePoint 2013

Louis-Philippe Vallée

SCRUM MASTERSHAREPOINT ANALYST

[email protected]@valleelp

| 3

WHO

Is this guy?

Page 4: Employee Directory on SharePoint 2013

Relevant projectIntranet for Radio-CanadaIntranet for La Coop FédéréeWeb site for Laval city

On goingIntranet for IntactIntranet for Agropur

| 4

WHO

Is this guy?

Louis-Philippe Vallée

Page 5: Employee Directory on SharePoint 2013

1. Actual way of doing thing2. [Game] Keep / Don’t keep3. Intranet in SharePoint 2013

1. Basic concepts2. Some goals3. Demystify My Sites

4. [Demo] Enterprise directory1. User Profile Synchronization2. People search3. Org Chart4. Pros & Cons

5. Concrete examples6. Keys to success7. Questions

| 5

SESSION

Enterprise directory in SharePoint 2013

PLAN

Employee directory with SharePoint 2013

Page 6: Employee Directory on SharePoint 2013

Employee directory with SharePoint 2013 | 6

Actual way of doing thingEmployee directory

People print a sheet with a list of phone extensions

You can call a machine and say the name of the person you want to reach

Paper Notes

VoIP vocal recognition

Charming receptionist

Page 7: Employee Directory on SharePoint 2013

| 7

Actual way of doing thingEmployee directory

A solution as been implemented to allow a people search

Sometime this page is a static list updated manually

Custom solution

Employee directory with SharePoint 2013

Page 8: Employee Directory on SharePoint 2013

| 8

Actual way of doing thingEmployee directory

People search other employee through outlook

Outlook

People search other employees through Lotus Notes

Lotus Notes

Employee directory with SharePoint 2013

Page 9: Employee Directory on SharePoint 2013

| 9

Actual way of doing thingEmployee directory

Org chart

?

Search by

expertise ? Maintenanc

e ?

Employee directory with SharePoint 2013

Page 10: Employee Directory on SharePoint 2013

| 10

Actual way of doing thingEmployee directory

KEEP DON’T KEEPWhat is working in your

current employee directory ?

What would you improve ?

What are your frustration with it ?

5 minutes

Employee directory with SharePoint 2013

Page 11: Employee Directory on SharePoint 2013

| 11

Actual way of doing thingEmployee directory

SharePoint 2013=

A solution

Employee directory with SharePoint 2013

Page 12: Employee Directory on SharePoint 2013

| 12

Concepts

Collaboration with your team

Publication of content/news to the employees

Publication

Collaboration

Search

Search for content using metadata

Search for people

User

Intranet in SharePoint 2013

Employee directory with SharePoint 2013

Page 13: Employee Directory on SharePoint 2013

| 13

Some of the goals

Put the user in the middle of the SharePoint experience

Work together to get things done

The user gets the information that HE cares about

Make sure people stay active and engaged

THE FIRST STEP TO THIS IS YOUR EMPLOYEE

DIRECTORY !

1

2

3

4

Intranet in SharePoint 2013

Employee directory with SharePoint 2013

Page 14: Employee Directory on SharePoint 2013

| 14

Demystify MySitesIntranet in SharePoint 2013

User Profile

My SiteEmployee directory with SharePoint 2013

Page 15: Employee Directory on SharePoint 2013

| 15

Demystify MySites

My Profile

News feed

About

General info

My Site SkyDrive ?

Team Site per user

User is site collection admin

Skydrive in the suite bar

Before

Groove 2007

Workspace 2010

Installed with Office 2013

Available standalone

Intranet in SharePoint 2013

Employee directory with SharePoint 2013

Page 16: Employee Directory on SharePoint 2013

| 16

Enterprise directorySharePoint 2013

DEMO

Employee directory with SharePoint 2013

Page 17: Employee Directory on SharePoint 2013

| 17

Enterprise directorySharePoint 2013

You control :

Employee directory with SharePoint 2013

which fields should be editable by the user

which fields are synchronized from your AD

visibility on each profile property

Page 18: Employee Directory on SharePoint 2013

PROS CONS

Powerfull search engine Expensive if you are not planning on having also an intranet on SharePoint ($)

Synchronyzed with AD Your Active Directory is probably not clean enough at

the moment !

Profiles open the possibilities for personalization of your

intranet

If done wrong, it can bring more pain than gain.

| 18

Enterprise directorySharePoint 2013

Employee directory with SharePoint 2013

Page 19: Employee Directory on SharePoint 2013

| 19

Client 1 – Financial companyConcrete exemples

1750

employeesProfiles info

Name

Spoken Langage

Title

Expertise profile

No yet

Exemple:

Investment case for mines in Africa:

Search the directory for « mine » expertise to get help on this case

SharePoint 2007

Employee directory with SharePoint 2013

Page 20: Employee Directory on SharePoint 2013

| 20

Client 1 – Financial companyConcrete exemples

1

HOW DID THEY PROCEED ?

Gave it a name : « NICENAME »

1

2 Big publicity • Corporate news• Paper

announcement• Flyers

3 Take pictures of every employee on lunch breaks (over 2 weeks)

FREE APPLES !

Employee directory with SharePoint 2013

Page 21: Employee Directory on SharePoint 2013

| 21

Client 1 – Financial companyConcrete exemples

1

CONSIDERATIONS

Security & Legal

User cannot change his picture in his profile

Using people’s access card photo is not legal

Maintenance on the profiles

Done by administrative assistants

Active Directory

Already clean with separation of Employees and Consultants

Employee directory with SharePoint 2013

Page 22: Employee Directory on SharePoint 2013

| 22

Client 1 – Financial companyConcrete exemples

1

RESULTS

ADOPTIONOVER 2 WEEKS

85%

5 DAYS

OF WORK INCLUDING BRANDING

1 MONTH

PROJECTSTART TO END

Employee directory with SharePoint 2013

Page 23: Employee Directory on SharePoint 2013

| 23

Client 2 – Media companyConcrete exemples

6000 employésSharePoint

2013

2

Issues

Multiple geographic locations

Impossible to bring photographer

Users must update they own profile

Problem:

User can put inappropriate photos !

Solution

Development of a feature to « Report » photos anonymously

Employee directory with SharePoint 2013

Page 24: Employee Directory on SharePoint 2013

| 24

Client 2 – Media companyConcrete exemples

2

HOW DID THEY PROCEED ?

Configure User ProfileSynchronization

1

2 Every week, a draw is made upon people that have completed their profileEx: Gift cards

3 Profile are self provisioned

4 Add the people search in the existing intranet

Employee directory with SharePoint 2013

Page 25: Employee Directory on SharePoint 2013

| 25

Client 2 – Media companyConcrete exemples

2

CONSIDERATIONS

Gouvernance

Once every 2 month, a SharePoint admin has to make a check on all the photos, looking for inapropriate content

Organization Chart

No translation on the Title

Solutions :

• Have biligual title ; (Title EN / Titre FR)

• The user puts his title in his langage

• Not possible to add a new field in this scenario (other system are using the title field)

Employee directory with SharePoint 2013

Page 26: Employee Directory on SharePoint 2013

| 26

Radio-CanadaConcrete exemples

12000 employees

SharePoint 2010

3

Issues

Multiple geographic location

Data from Multiple Directory

MySite already used and branded

Title FR and office only available in eDirectory

Problem:

SharePoint cannot synchronize from 2 different Directory provider (AD + eDirectory)

Solution

Synchronization on AD

External content type to complete the missing informations in the user profile

Employee directory with SharePoint 2013

Page 27: Employee Directory on SharePoint 2013

| 27

Radio-CanadaConcrete exemples

3

CONSIDERATIONS

Localization

Mapping of the office name from the address of the user

Offices and rooms searchable

When you search in the directory

• you see the office name of the user (in the good language)

• you also find offices related to your search

A click on the office presents the office information

Needed to be the same as their old system (Oracle) that was already working correctly

« If it aint broken, don’t fix it »

Employee directory with SharePoint 2013

Page 28: Employee Directory on SharePoint 2013

| 28

Radio-CanadaConcrete exemples

3

Employee directory with SharePoint 2013

Page 29: Employee Directory on SharePoint 2013

| 29

KEYS TO SUCCESSEnterprise Directory

Do you really need a enterprise directory ?

1

Focus small at firstOnly telephone number search is a good

startCleaning your Active Directory is a little

project by itself

Branding is important for Adoption & Retention

Make sure the profiles are completeFor the launch : MAKE IT BIG !

2

3

4

5

Employee directory with SharePoint 2013

Page 30: Employee Directory on SharePoint 2013

Join us for SharePint today!

Date & Time: Nov 23rd, 2013 @6:00 pmLocation: The Observatory Pub,

Algonquin Student’s Association

Address: A-170 on Algonquin CampusParking: No need to move your car!*

Site: http://www.algonquinsa.com/ob.aspx

*Please drive responsibly! We are happy to call you a cab

Remember to fill out your evaluation forms to win some great prizes!

&

Page 31: Employee Directory on SharePoint 2013

| 31

ANY

QUESTIONS ?

Employee directory with SharePoint 2013