real world case study km summer institute june 12-16 2006 rano joshi, vorsite

Real World Case Study

KM Summer Institute

June 12-16 2006

Rano Joshi, Vorsite

Part 3: Case Study

Microsoft Sharepoint Server

June 14, 2006 KM Summer Institute 3

What We Will Cover

• SharePoint Overview• The Real World Business Problem • The SharePoint Based Solution to the

Problem– IA Through Navigation– Document Types– Keywords– Thesaurus

• What’s New and Improved in SharePoint 2007


SharePoint Overview: What is It?

• Collaboration and Portal technology from Microsoft

• .Net based

• Web based UI

• Flexible and easily configurable

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SharePoint Overview: What is It For?

• Increase business productivity

• Enable collaboration across teams

• Content storage

• Enterprise search

• Desktop integration

• Single access to multiple data sources


SharePoint Overview: Key Features

• Collaboration sites

• Reusable Web Parts

• ‘My Site’

• People finder

• Enterprise Search

• Document Approval


Case Study:Company Profile

• Full Service Advertising Firm

• Over 800 Employees

• 3 remote locations

• Extranet for clients, partners


Case Study:The Business Challenge

• Currently use traditional tools for information management: file shares, Exchange for Email, etc.

• Need to get more efficient to work together better, and serve clients with higher degree of quality


Tools to Work With:Organizational Chart


Tools to Work With:Metadata Model


The SharePoint Solution:Turning Theory into Practice

• SharePoint offers many opportunities to implement taxonomy

• 4 key areas included in this project– Navigation – Organizational Taxonomy– Document Libraries– Keywords– Thesaurus

• Could also have used personalization via audiences for content targeting


The SharePoint Solution:Information Architecture in Navigation

• Use the org chart to drive the site definition

• Organizational taxonomy

– Account Service• Client Teams

– Accounting– Creative

• Broadcast Production

• Creative Services

• Design

• Print Production


Demo


The SharePoint Solution:Document Libraries (Metadata)

• Use metadata model to define document profiles in the document library

• Metatada is represented as ‘columns’ in SharePoint


Demo


The SharePoint Solution:Keywords (Metadata)

• Keywords are essentially metadata on web sites

• Can implement synonyms for keywords


Demo


The SharePoint Solution:Thesaurus (Metadata)

• Can use thesaurus files for query expansion

• Apply synonyms to search queries


Demo


Other Types of Information Objects

• Discussions

• Lists

• Forms

• Images

• People?– Knowledge is not only contained in content– People have a schema!


People Have a Schema

• Metadata on people

• Can be modified and/or pulled from Active Directory


Demo


SharePoint 2007 Enhancements

• Reusable Content Types

• Search Log Analysis

• Knowledge Network

• Search unstructured data as well as structured data

• Increase the importance of metadata – right in the authoring application!



• Reusable Content Types



• Search Log Analysis



• Knowledge Network



• Search unstructured data as well as structured data



• Increase the importance of metadata – right in the authoring application!


Case Study Conclusion• SharePoint is an excellent tool for solving a

variety of business problems • Advertising agency needed to increase

efficiency by becoming more organized and implementing a system to provide this organization

• Chose SharePoint and specifically 4 features to implement taxonomies for organization– Navigation– Document Libraries– Key Words for Search– Thesaurus Files

• Office and SharePoint 2007 build on the theme

real world case study km summer institute june 12-16 2006 rano joshi, vorsite

Documents

summer institutepeople

vorsitekm summer institutepart

importance of metadata

information architecture

information management

business challengecurrently

document profiles

document librarymetatada