Impact Research 1 Delivering Business Value Through SharePoint: Summary Document

Impact Research 2 Introduction to the summary document Table of Contents for the full report: 1. Executive Summary 2. Research Method 3. What is SharePoint? 4. What are the Different Versions? 5. Who is Using SharePoint? 6. Why are Companies Implementing? 7. What are the Challenges? 8. How is an Implementation Completed? 9. Feedback 10. Key Conclusions 11. Product Roadmap 12. Case Studies This summary document contains sample slides from the full presentation “Delivering Business Value Through SharePoint”. The actual presentation is 63 slides and goes in-depth into the aspects of SharePoint illustrated in the table of contents below.

Impact Research 3 SharePoint brings business value to many companies  SharePoint users report that the tool delivers major business value with a low total cost of ownership.  SharePoint’s rapid adoption is an indicator of its value.  Companies are attracted by these six functions of SharePoint: Collaboration Portal Enterprise Search Content Management Business Forms Business Intelligence This report will help you with your SharePoint deployment by: 1. Explaining each of the six functions and how they are used. 2. Identifying realizable benefits. 3. Warning of challenges that you might face and how to mitigate them. 4. Providing a comprehensive guide for completing a successful implementation. 50% + Adoptio n Executive Summary

Impact Research 4 Research Method

Impact Research 5 Research Method SharePoint is a key consideration for many companies SharePoint was selected as the focus of this in-depth report because:  Adoption statistics indicate that 34% of companies will deploy SharePoint or an equivalent tool by end-of-year 2007, an additional 25% will deploy by the end of 2008, and 19% plan to deploy between  Our survey of 2,000 companies found that 61% of enterprises focus on.NET, while only 23% are primarily Java. SharePoint is built on the.NET framework, and is a logical choice for.NET shops.  There is high demand from Info-Tech clients for research on SharePoint. Info-Tech’s research process for SharePoint  This research is based on real world client experiences. Companies were interviewed and surveyed to analyze adoption drivers, implementation considerations, benefits realized and challenges faced.  Info-Tech Research Group content is driven by the needs of our 21,000+ enterprise customers and is in no way sponsored, paid for, or initiated by any external vendor or service provider. If SharePoint isn’t for you If you already know that SharePoint doesn’t fit well with your company, please see the following research:  Portals: “Portal Marketscape: SharePoint Not the Only Option in 2007” and “Portals: Think Platforms, Not Products”Portal Marketscape: SharePoint Not the Only Option in 2007Portals: Think Platforms, Not Products  Enterprise Search: “Demystify Enterprise Search to Unveil Business Process Success” and “Break Content Management Silos with After-Market Search”Demystify Enterprise Search to Unveil Business Process SuccessBreak Content Management Silos with After-Market Search  Content Management: “Web Content Management Solutions”Web Content Management Solutions  Business Forms: “Vendor Landscape: Affordable E-Forms for Small Enterprises”Vendor Landscape: Affordable E-Forms for Small Enterprises  Business Intelligence: “BI Competency Center: Prevent Pricey Mistakes”BI Competency Center: Prevent Pricey Mistakes

Impact Research 6 Profile of Clients Interviewed Our in-depth research approach delved into the implementations of 258 organizations across a representative sample of industries and sizes. Of these, 217 filled out a comprehensive survey and 41 engaged in an extensive interview. Research Method

Impact Research 7 What is SharePoint?

Impact Research 8 SharePoint addresses many business needs SharePoint is…  A platform for collaboration.  The ability to design, deploy, and manage enterprise portals.  A way of searching for people and information.  A forum for enterprise content management.  The capability to streamline forms- driven business processes.  Business intelligence (BI) for every employee to make better decisions. Defining SharePoint SharePoint can help an enterprise manage content and processes, improve business insight, enhance collaboration, and empower IT to make a strategic impact. Platform Services Business Forms Portal Business Intelligence Collaboration Search Content Management

Impact Research 9 SharePoint can be broken down into 6 functional areas FunctionComponentsDescription Collaboration Docs/tasks/calendars, blogs, wikis, integration, project management “lite”, Outlook integration, offline docs/lists SharePoint products provide collaboration functions that help keep employees connected. This improves communication between teams while giving easy access to the people and information employees need to succeed in their jobs. Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control The portal functions enable enterprises to use a single platform for Internet, Intranet, and Extranet content and applications. Enterprise Search Enterprise scalability, contextual reference, rich data and people search SharePoint Enterprise search provides users with the ability to find relevant people, documents, and business data. Content Management Integrated document management, records management, web content management with policies and workflow SharePoint provides core document management functionality such as versioning, check-in/check-out, document locking, metadata, workflow, and access controls. Business Forms Rich and web forms based front-ends, line of business actions, enterprise single sign- on Companies can streamline forms-driven business processes with electronic forms that integrate with existing systems. Business Intelligence (BI) Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards SharePoint provides BI capabilities so employees can share, control, and reuse business information to improve business decision making. Defining SharePoint Source: Microsoft

Impact Research 10 Why are Companies Implementing? (Benefits)

Impact Research 11 SharePoint brings a wide range of benefits  Companies have reported that SharePoint benefits impact the company, the end users, and IT.  Companies of all sizes and industries have implemented SharePoint and reaped benefits.  SharePoint’s impact on an organization is most often defined as positive business value rather than pure cost savings. Benefits SharePoint is more than just a platform. It transforms the way IT and end users conduct their daily work by enabling more efficient communication and collaboration.

Impact Research 12 What are the Challenges? (How to Avoid Pitfalls)

Impact Research 13 What challenges does SharePoint present? Avoiding the Pitfalls Top Five Challenges 1. IT staff learning curve. With each successive version, SharePoint is becoming an increasingly complex solution, which makes it harder for IT to learn to use and manage it. 2. Site design. While portal solutions generally facilitate Web development, users sometimes find the structure restrictive, particularly in terms of look and feel. Enterprise users often have difficulty avoiding the “SharePoint look.” 3. Customization. In addition to design considerations, users can struggle with customization of SharePoint components such as templates, Web parts, and workflows. 4. Content organization. Some organizations regret having underestimated the planning phase prior to using SharePoint for content management. The challenge is in creating a logical, functional hierarchy for information that users will be able to navigate with relative ease. 5. End-user acceptance. Despite the widely reported benefits of SharePoint’s tools, some end- users are resistant to changing their work habits to adapt to a new solution. This problem can be particularly frustrating when SharePoint is used for collaboration and content management, but users persist in sending attachments to their teams. Please see full report for challenge mitigation steps

Impact Research 14 How is an Implementation Completed? (Creating the Plan)

Impact Research 15 Crucial planning and implementation steps Planning Implementation ~ 45% ~ 55% 1. Make the SharePoint Decision 2. Envision SharePoint 3. Create a Roadmap 4. Consider Complementary Products 5. Budget Requirements 6. Involve the Business 7. Calculate Resource Requirements 8. Organization/Architectural Design 1. Train IT 2. Pilot 3. Customize 4. Test 5. Train End Users 6. Roll-out the Solution 7. Ongoing Considerations Reported Average Allocation of Time Planning and Implementation Please see full report for recommendations for each step