spca2014 building a digital workplace on share point sam marshall 1.0d
TRANSCRIPT
Building a Digital Workplace
on SharePoint
www.clearbox.co.uk
@sammarshall
ClearBox Consulting
Intranet, SharePoint and
digital workplace:
Strategy
Governance
Collaboration
Communities
Adoption
Training
Practical experience
Transparent
Vendor-neutral
Sam Marshall
Director of ClearBox Consulting
15 years intranet and digital
workplace
Former global portal manager
at Unilever
Benchmarked over 40
intranets
Comms, KM & IT background
@sammarshall
Should you base your
digital workplace on
SharePoint?
Yes!…possibly…
…it depends, you see…
Headlines
1. SharePoint can cover many bases
2. But SharePoint will never be a
complete digital workplace
3. A successful digital workplace
depends more on management and
people than technology
Drivers • Global markets
• Dispersed teams vs. silos
• Recruitment flexibility
• Employee engagement
• Floor / Field workers
• Innovation
• Connection to customer
Strategy
• Knowledge work
• Work-life balance
• Work autonomy / productivity
• Freelancing
• Consumer UX
Employees
• Social tools
• Cloud
• Mobile
• Fast internet everywhere
• Search
• Big data
Technology
Digital workplace
Traditional Intranet
NewsRSS
feedsEmployee
self-
service
Extended Intranet
Collaboration tools
for internal teams
HR Systems
Policies
Corporate
information
Phone book
Internal
social
networks
Desktop & Online
Office
applications
Web
Conferencing
Telepresence
feeds
Instant
messaging
Yammer
External
social
networks
Document
Management
CRM
ExtranetSupply chain
management
© DWG/IBF 2013
Digital Workplace Framework
StrategyGovernance &
OperationAdoption
User Experience
Technology & Security
Services
Management
Communicate & Engage
Collaborate Find & ShareBusiness
ApplicationsAgile Working
StrategyGovernance &
OperationAdoption
User Experience
Technology & Security
Communicate & Engage Collaborate Find & Share
Business Applications
Agile Working
Se
rvic
es
Typical Potential
Start with ‘WHY’
Capability Benefit OutcomeStrategic Goals
Feature
“One” Organisation
Single identityAll employees see same msg.
Corp-Wide CommsNews Hub
Customer satisfaction
2-way comms
Employee engagement
Less churn
Time savings Response times faster
Fewer outagesBetter stock control
Community discussions
SAP DashboardQuicker access
to data
Single place to collaborate
Flexible project resourcing
Best people on a taskTeam Sites
Benefits mapping
An Example Case Study
Global company
Search and silos and issue
Comms intranet on content management system
Multiple other intranets on other systems
SharePoint used for collaboration and some comms
Yammer used ‘virally’
Multiple people finders and profiles
2. Employee needs 3. Strategy
Hygiene factors
Specialist needs
SponsorStake-holders
Strategic priorities
Tech. oppor-tunities
Vision
Goals
Roadmap
1. Top-down direction
Unarticulated
frustrationsExternal
expectations
Establishing purpose
SharePoint?
When does SharePoint make
sense?
StrategyGovernance &
OperationAdoption
User Experience
Technology & Security
Communicate & Engage Collaborate Find & Share
Business Applications
Agile Working
Se
rvic
es
Typical Potential
SharePoint-Digital Workplace: Services
Communicate and Engage
Formal Communication
Two-Way Communication
Orientation
Yammer has a bright future
Cloud can be an issue
Look at Beezy, Sitrion and Jive
SharePoint 2013 may be good enough
Integration with on-prem may never be
fixed
Should you move to Yammer?
Are people moving to Yammer?
SharePoint-Digital Workplace: Services
Communicate and Engage
Formal Communication
Two-Way Communication
Orientation
Collaborate
Formal Collaboration
Informal Collaboration
Real-time Collaboration
Innovation
External Collaboration
Personal Productivity
Exercise
“I wish I’d signed up for the Zumba class instead...”
People Relationships
“It’s not written down
Go and ask Joe”
Information Cultures
Sharing
Control
Innovation
“Here’s 5 untested
ideas”
Market Advantage
“Here’s the PowerPoint
with our USPs”
Hierarchy
Here’s the
approved process
v3.2.1
Adapted from Cameron & Quinn
Competing Values Framework (2011)
DifferentiationIntegration
People Relationships
“It’s not written down
Go and ask Joe”
Innovation
“Here’s 5 untested
ideas”
Market Advantage
“Here’s the PowerPoint
with our USPs”
Hierarchy
Here’s the
approved process
v3.2.1
SharePoint Fit
Adapted from Cameron & Quinn
Competing Values Framework (2011)
Sharing
Control
DifferentiationIntegration
People Relationships
“It’s not written down
Go and ask Joe”
Innovation
“Here’s 5 untested
ideas”
Market Advantage
“Here’s the PowerPoint
with our USPs”
Hierarchy
Here’s the
approved process
v3.2.1
SharePoint Fit
Adapted from Cameron & Quinn
Competing Values Framework (2011)
Sharing
Control
DifferentiationIntegration
SharePoint-Digital Workplace: Services
Communicate and Engage
Formal Communication
Two-Way Communication
Orientation
Collaborate
Formal Collaboration
Informal Collaboration
Real-time Collaboration
Innovation
External Collaboration
Personal Productivity
Find & Share
Find People
Search
Store & Retrieve
Classify
Notify & Filter
Office Graph
Delve will help – but only on Office 365
SharePoint-Digital Workplace: Services
Communicate and Engage
Formal Communication
Two-Way Communication
Orientation
Collaborate
Formal Collaboration
Informal Collaboration
Real-time Collaboration
Innovation
External Collaboration
Personal Productivity
Find & Share
Find People
Search
Store & Retrieve
Classify
Notify & Filter
Business Applications
Business Systems
Employee Services
Do more ad-hoc workflow
Courtesy of Ellen van Aken: www.mydigitalworkplace.wordpress.com
SharePoint-Digital Workplace: Services
Communicate and Engage
Formal Communication
Two-Way Communication
Orientation
Collaborate
Formal Collaboration
Informal Collaboration
Real-time Collaboration
Innovation
External Collaboration
Personal Productivity
Find & Share
Find People
Search
Store & Retrieve
Classify
Notify & Filter
Business Applications
Business Systems
Employee Services
Agile Working
Mobile
Anywhere Access
Physical Spaces
Agile work support
Good potential for extranets
Mobile support is poor
Most success stories developed outside SharePoint
Management
Management
Most of what is challenging in managing
SharePoint is common to all digital workplaces
But SharePoint’s scale and diversity makes it a
steep learning curve
SharePoint-Digital Workplace: Management
Strategy
Business goals
Employee needs
Process
Sponsorship
Governance & Operation
Steering
Team & resources
Policy & Processes
Monitoring & measurement
Adoption
Availability
Acceptance
Training/Coaching
Reward
User Experience
Design
Accessibility
Information Architecture
Cohesion
Emotive
Technology & Security
Flexibility
Integration
Standards
Robustness
Security
SharePoint-Digital Workplace: Management
Strategy
Business goals
Employee needs
Process
Sponsorship
SharePoint is like a Swiss army knife...
...but if only it was that simple
SharePoint-Digital Workplace: Management
Governance & Operation
Steering
Team & resources
Policy & Processes
Monitoring & measurement
“You put WHAT in your Yammer status?”
Governance & Operation
AdoptionUser
ExperienceTechnology &
Security
Communicate & Engage
Collaborate Find & ShareBusiness
ApplicationsAgile Working
•Internal communications
•Site / Content owners
•Moderators
•Community mgrs.
•PMO
•Search service manager
•Information specialists
Information architect \ metadata
Coach/Champion
•HR
•Facilities mgrs.
•Technical architect
•Technical architect
•Business analysis
Se
rvic
es
Strategy
• Steering Group &
sponsor
DW/Intranet manager
Implementation support
Coach / Trainer
Change mgr. / Comms
User experience
Information architect
•Visual designer
Intranet Platform mgr.
•Project manager
•Technical architect
•Info. security
•Developers
•Vendor relationship mgrs. Analytics specialist
•Site owner forum
Ma
na
ge
me
nt
Measurement
Value
Adoption
Health
SharePoint-Digital Workplace: Management
Adoption
Availability
Acceptance
Training/Coaching
Reward
User Experience
Design
Accessibility
Information Architecture
Cohesion
Emotive
Only a fraction of SharePoint gets used
80% of organisations with SharePoint continue
emailing documents back and forth
-- Usamp survey 2010
In some companies, SharePoint is seen as the last resort
“Whenever somebody tells me that the answer is on
SharePoint my heart sinks. I know I’ll never find it”
-- Employee survey response [Anon]
Slack: Everything in one
place
Is BYOS a good idea?
Trello, WhatsApp etc.
Example: trello.com
Keep experimenting
80:20 landscape
Some of that 20% may be non-Microsoft
SharePoint-Digital Workplace: Management
Technology & Security
Flexibility
Integration
Standards
Robustness
Security
Conclusion
www.clearbox.co.uk
StrategyGovernance &
OperationAdoption
User Experience
Technology & Security
Communicate & Engage Collaborate Find & Share
Business Applications
Agile Working
Se
rvic
es
Typical Potential
www.clearbox.co.uk
StrategyGovernance &
OperationAdoption
User Experience
Technology & Security
Communicate & Engage Collaborate Find & Share
Business Applications
Agile Working
Se
rvic
es
Typical Potential O365
Don’t think of ‘SharePoint’ in the middle of
your Digital Workplace….
@
…think of how it enables the flow between
people and content
Should you base your
digital workplace on
SharePoint?
Can
Yes!…partly
Intranet, SharePoint & Digital Workplace
Strategy
Governance
Implementation
Collaboration
Training
www.clearbox.co.uk
www.clearbox.co.uk