the road to awesome sharepoint adoption in your organization
TRANSCRIPT
Presented by:Simeon Cathey & Heather Newman
The Road to Awesome SharePoint Adoption in Your Organization
Tweet this Talk @simeoncathey @contentpanda #SPUtah
Tweet this Talk @heddanewman @contentpanda #SPSUtah
A failure of senior management to endorse and enforce SharePoint was the biggest reason for lack of success, followed by inadequate user training and a general lack of planning.
Nearly two-thirds of SharePoint installations are somewhat stalled in their adoption and progress.
The key lessons learned are don’t leave it to IT – form a SharePoint steering group. Be sure to understand the implications of metadata and taxonomy.
Check out the Content Panda blog for more info.
Research shows that (52%) of organization users are introduced to SharePoint without any training or communication plan to drive internal adoption.
What year is this fact from? Frankly it doesn’t matter.
“Change the way you work, because the way you work impacts the work you do.”
Mike GrafhamYammer Customer Success Manager Director,
Microsoft Corporation
Outline Your Vision
It’s All About Value
Why SharePoint? What is your vision?
Technical Requirement
IT Upgrade
Business Need
Meet Compliance
Collaboration
Project Management
Break Down Department Silos
Workflows & Enhanced Reporting• IR Business Process• Multi-level dashboards & drilldown• Enhanced visualization and access
ALM and Onboarding• ALM implementation• Transition platform support to ISD• Migrate to SharePoint 2013 - ISD
Custom App Dev & SDK• Publish SDK (app development kit)• Deploy ALM framework• Build developer center/forum
Social Enablement & Compliance• News and activity feeds • Compliance management• Records management
Expand Infrastructure & Platform Services• Private cloud migration• Implement ALM (app lifecycle mgmt.)• Adopt IT sandbox / lab• Capacity Planning
Project Center & Document Mgmt• Lease, Construction and Records• Team project collaboration• Training & support content
Storage and Assessment• Leverage IT controls and processes• Single sign on assessment• Expand external storage• Capacity Implementation
Collaboration & Training• Launch pilots to all countries• Add more reporting capabilities• Implement search services
Infrastructure Pilot Arch• Vendor managed dev/test• Vendor managed pilot• Intl & IT planning• Governance planning
Communications & Reporting Pilot • Design look and feel• Architect R1 R2 portal• Build, Pilot with one country
FUN
CTIO
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APA
BIL
ITIE
SIN
FRA
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UPD
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Q1 /2 2015 Q3/4 2015 Q1/2 2016 Q3/4 2016 Q1/2 2017 Q3/4 2017
TIM
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Pilot – Start Small & Keep it Simple
Align with the cultureOvercome fear of changeEmpowerment is keyBest Practices are not overrated.
Pinpoint Qualified Business Cases
“Use Case” Driven - Look to the Business
Sales and MarketingR&D, Production and Operations
Finance and AccountingInformation TechnologyHR and Internal communications
Legal & Compliance
Get Sponsored“Before you roll out SharePoint…”
Release Functionality in Phases
Arm and EmpowerLeadership adoption is imperative to success, especially around organizations that still haven’t experienced that culture change.
Speak the language of the leadership team to drive sponsorship, what does the solution mean in $?
Stay Focused
Look for the “killer app” but keep it small and well defined.If you are going to be successful, you’ve got to invest time in the beginning.
Case Study: Business Use Case Focused
Organizational Goals• Enable people to
connect across GEOs& Departments
• Optimize discovery of roles and expertise
Solution• Exposed Active
Directory data in SharePoint search
• Slight user interface customization to out of box search
Results: Company wide introduction and usage of SharePoint
Planned Communication
Executive Sponsors
Plan to have executive communicate sponsorship to the target audience to show their support
Define Your ChampionsTop down and bottom up
“We showed a few people how to use it, a couple of heads, and they started training their people and they started getting good at it, they started knowing the ins and outs, and it’s gotten better.”
Target Your Audience & Get them Excited
It’s not about telling people everything SharePoint can do, instead think about and communicate features and functionality that will have direct impact to their specific use case.
If people understand how it’s going to help them they will be more motivated to learn it.
Make them believe!
Wash, Rinse, Repeat
Continue Communicating
Real World Example
VisionObjectivesCommunication VehiclesGoalsThemeExecutive SponsorsChampions
Create a Training Plan for Users
What’s in your
Training Toolbox?
Training Options
Live instructor remote training (using Lync for example)On-demand instructor recorded trainingSelf-guided trainingPeer-to-peer sharingTechnical support
Look to Training Partners
Expert Opinions & Guidance
There is great information out in the world that exists through IT Unity.com and each of the MVP or influencers websites. They have been working on user adoption a long time and their best practice are excellent.
In-Context/Just-in Time
In-context help and training app for
(Shameless Plug)
In-Context Help for SharePoint
Content Panda is a in-context help, training and support application for Office 365 SharePoint Online and SharePoint 2013 that delivers the most relevant and curated help content available in the world exactly when and where you need it. Brand, customize and integrate with LOB systems as appropriate.
Implement a Support Plan
SharePoint User Support Then
Included Product Documentation
Microsoft Call Center Support
SharePoint User Support Now
Product Documentation
Video
Internet Search
Community
Online TrainingInstructor Led Training
Sponsor + Champions
= Center of Excellence
Measure Success and
ExpandBroaden EngagementCreate SurveysListen to Issues and Pivot on Them
Documentation
FAQ or How-to portal complete with guides and videos
Checklists
Knowledge Base
Books
Drive and Support Change
We want users to love this tool, and part of that is not only listening to employees, but taking that feedback and truly turning it around and implementing that feedback
Generate Excitement with Incentives and Rewards
Make it fun (buck the company culture)Use an online scavenger hunt as a fun way to encourage usageProvide recognition for content contribution or usage
Gamification
This Journey Has Curves and Twists
Whatever you do there will be some who never adoptLook at where the most collaboration is happening in the orgYou must lead with executive sponsorship and team championsKnow that anything good takes time and people are resistant to change
Be persistent, be diligent and start with the basics.
Businesses do not have emotion. People do.People want to be a part of something bigger than themselves.People want to feel something.People want to be included.People want to understand.
The Road to Awesome is filled with human understanding
By taking a planned, phased approach to your SharePoint adoption, you can ensure success.
SharePoint Adoption Checklist
Outline your visionPinpoint qualified business casesRelease functionality in phasesPlanned communicationCreate a training plan for UsersImplement a support planGenerate excitement with incentives and rewards
Thank You for your time!Simeon Cathey
CEO, Content Panda
425.269.8637 @simeoncathey
Heather Newman
CMO, Content Panda
206.234.4337 @heddanewman
ResourcesIT Unity: http://www.itunity.com/
AIIM Industry Watch Feb 2015: http://info.aiim.org/digital-landfill/sharepoint-lover-partner-skeptic-20-data-points-you-need-to-know
Human 2 Human Philosophy: http://www.socialmediatoday.com/content/there-no-more-b2b-or-b2c-there-only-human-human-h2h
Critical Path Training: https://www.criticalpathtraining.com/
Combined Knowledge: http://www.combined-knowledge.com/
SharePoint Shepherd’s Guide: http://www.sharepointshepherd.com/default.aspx
Sue Hanley Blog: http://www.susanhanley.com/
Visual SP: http://sharepoint-videos.com/products/visualsp/
Usergroup contacts:• @SharePointUtah• www.facebook.com/
UtahSharePointUsersGroup• www.UTSharePoint.com
Please join us for SharePint!
SharePint will be held at Red Rock Brewing, 254 South 200 West, Salt Lake City, following the prize raffle