1. talks! Intro to Microsoft Office SharePoint 2007 Audio is only available by calling this number: Conference Call: 866-740-1260 Access Code: 6339392 Sponsored by

2. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Using ReadyTalk Chat & raise hand Mute = *6, Unmute = *7 If you lose your internet connection, reconnect using the link emailed to you. If you lose your phone connection, re-dial the phone number and re-join. ReadyTalk support: 800-843-9166

3. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 You are being recorded… This seminar will be available on the TechSoup website along with past webinar presentations: –www.techsoup.org/go/webinars You will receive a link to this presentation, material and links. Ask follow-up questions in the Software Forum: –tinyurl.com/m7jl4g

4. talks! Facilitator:Kami Griffiths ( TechSoup) Presenters: Roy King (Microsoft) Sponsored by Intro to Microsoft Office SharePoint 2007

5. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Today’s Speakers Answering chat questions: Becky Wiegand, TechSoup; Lindsay Bealko, Microsoft Kami Griffiths TechSoup Roy King Microsoft @royking3

6. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Session Objectives Learn about your Organizational Network Understand what SharePoint 2007 is How it is used by mission driven organizations Know what factors must be considered Have resources to learn more

7. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Your Organizational Network Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission. HR Finance Board Development Programs

8. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Your Organizational Network Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission. HR Audiences Finance Board Development Programs Donors Media / Public Volunteers

9. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Your Organizational Network Funders Government Projects The unbroken web of human relationships that form the community of people collaborating to achieve the organization’s mission. HR Audiences Board Development Programs Business Community Vendors Partners Donors Media / Public Volunteers Finance

10. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Real Life: Functional + Data Silos Project “X” Site Project “X” Site Capital Campaign Site Capital Campaign Site Extranet Collaboration Site Extranet Collaboration Site Custom Case Management System Custom Case Management System Partner Site Partner Site Knowledge Management Portal Knowledge Management Portal Blog Program Database Program Database Regulatory Compliance Repository Regulatory Compliance Repository Main Web Presence Main Web Presence Team “ABC” Site Team “ABC” Site Donor Mgmt System Donor Mgmt System Weekly Issue Tracking Meeting Weekly Issue Tracking Meeting Customer Service Site Customer Service Site Employee Self Service Portal Employee Self Service Portal

11. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 The SharePoint Platform Individual Organization Division Team Global partner ecosystem Uniform management, deployment & maintenance Common development tools & methodologies Portals & Dashboards Content Management Social Networking Automated Workflow Charts & Graphs Search

12. SEEP

15. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Case Study Situation For years, Habitat spent extensive hours fixing and adding on to PartnerNet to keep up with the expansive growth of new mini-sites and number of affiliates. As a result, information became increasingly difficult to find, access, and manage. Habitat needs to regularly collect, analyze, and report on information provided by multiple individuals. The current process is labor-intensive, time-consuming, and fraught with the potential for missing and inaccurate information, as spreadsheets are emailed back and forth or custom applications are developed to collect data.Habitat Solution Using Microsoft® Office SharePoint® 2007 as a development platform, AW Systems worked with Habitat to rebuild PartnerNet into an organized collection of global and regional program and department websites, tailored to Habitat’s current and expanding needs. Benefits Workflow developed for a variety of processes, including the monitoring of content developments within each project site to ensure data quality, relevance, and currency. Allow users to view and interact with spreadsheets directly, maintaining a single version A robust Wiki will allow Habitat affiliates and program/department staff to easily find, contribute to, and update this important material in an efficient manner.

16. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Mott Foundation Intranet (with functions that display master calendar, roll-up announcements from departments, HR documents, policies, etc.) Custom pages that display dashboards of various grantmaking activities, filtered by user or team, including any alerts fired by their grants management software (SQL), and a live feed of any new funding inquiries generated by their web site (filtered by designated program person). Document repositories that aggregate a wide collection of documents, scanned and created, into a single view that can be filtered and displayed based upon metadata – there is one that gives an ‘all-in-one” view of all documents related to any particular grant, filtered by the grant, the organization, and/or EIN). Custom Infopath libraries that store and/or display, for example, all travel (based upon a travel approval Infopath form) – the display is filtered to show only future travel, with people that are out of the office on the current day high-lighted in red. Form data ties back to an Access database that records actual travel expenses. *Thanks to Gavin Clabaugh via Idealware BlogIdealware Blog

17. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 The SharePoint Universe WSS 3.0 is available as free download for Windows Server SharePoint Designer is now a free download MOSS 2007 is available as a subscription-based Online Service

18. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 MS Products Donated via TechSoup Windows SharePoint Services (free d/l for Windows Server) SharePoint Server 2007 Enterprise Edition (Admin Fee $265.00) SharePoint Server 2007 Standard Edition (Admin Fee $208.00) SharePoint Server Enterprise Edition CAL (User + Device, Fee $6.00) SharePoint Server Standard Edition CAL (User + Device, Fee $3.00)

19. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 No Brainers (for consideration) Create, manage, share & find the information in your organization Intense Information Environment Get an organization to act in concert across boundaries Distributed Customers, Partners and Teams Manage enterprise-wide adoption, ensure policies are enforced Governance & Security Leverage existing infrastructure & other ways to lower costs Significant IT investments (esp. MSFT)

20. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Deal breakers SharePoint may not be right for every organization. An honest assessment could save you time & money. Be cautious about adopting SharePoint if: -You have no IT staff, or no budget to work with consultants. -You only need one specific thing (ex: a blog). There may be more focused tools you can use for targeted needs.

21. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Lessons Learned Find help first (i.e. IT support) Start small! Get feedback on conceptual design Get leadership support & buy-in Develop a plan and a budget Don’t neglect training & user adoption Find a safe place to play Consider organizational culture & policies; new software won’t change these

22. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 mindSHIFT Technologies Donation What you get: –A four-hour consultation (normally $200.00 per hour) to review the technical and operating needs of your organization –An analysis of your Intranet requirements –A complete written assessment Organization may receive only one donated intranet SharePoint assessment ever. Available to nonprofits and public libraries. $70 TechSoup Admin Fee. Any other services beyond the donation are acquired on a paid basis directly with mindSHIFT.

23. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 More Resources Microsoft content: –SharePoint Product TeamSharePoint Product Team –SharePoint Server TechCenterSharePoint Server TechCenter –SharePoint Services Developer CenterSharePoint Services Developer Center –Pinpoint (find partners)Pinpoint Microsoft Resources for Nonprofits: –www.microsoft.com/ngowww.microsoft.com/ngo

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27. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Continue the Discussion… Ask follow-up questions in the Software Forum: –tinyurl.com/m7jl4g

28. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Get the Most Out of TechSoup At TechSoup, you’ll find a range of technology services to help your nonprofit: – Read helpful articles in our Learning Center – Request donated software, hardware, and online services – Join our community forums to learn from your colleagues – Browse upcoming events and conferences

29. Microsoft Office SharePoint Server 2007 For Audio: 1-866-740-1260 Access Code: 6339392 Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html

30. talks! Thank you! Please complete the post event survey. For more information contact: Kami Griffiths kami@techsoup.org