2. SP Business Suite Deployment Kick-off

4. SharePoint / Microsoft Office/ 365
Intranet Portal
Department
Portals
CRM IT HR
Employee
Self Service
Service
Requests
PROJECTS
SharePoint / Microsoft Office/ 365

5. Objectives Understand what is required of your team
Understand the deployment process
Understand the overall solution
Use SPMP resources as productively as possible
Understand your expectations and high level requirements

6. Preparation Setup / Provide Healthy SharePoint Platform / Environment
On-Premise
Server, Enterprise
SharePoint SP 2
SharePoint 2013
SPMP needs Site Collection Administrator permission
SharePoint Configuration
Enable Sandbox Solutions
Turn-on Incoming and Outgoing
IMPORTANT – Direct Access to Site Collection
In the Cloud – Office 365 / Third Party
Site Collection Created
We need SharePoint user ID with Site collection administrator permissions
Where to install Suite (site collection, level)
Options (if you are not ready)
SharePoint Health Check (partner)
SharePoint Managed Services (partner)

7. What we expect of you Appoint an Administrator
A point person who will coordinate deployment and own the applications overall
Need to be a SharePoint Business Power User
Understand SharePoint at a business level
Know how to navigate SharePoint, create sites, lists, libraries, manage permissions.
Training required: 4 hours of video training (see SPMP web site under Resources>Training>Power User Training)
Basic SharePoint administration
Setup users, permission groups and maintain them
Work with Microsoft on Office 365 issue for support
Capacity management
Work with us to create a realistic deployment project plan
Set priorities for deployment of departments / areas
Provide Content – data, documents, etc.
Provide testing

8. Using your paid for hours wisely
What is covered under Quick Start Deployment
Meetings – this meeting, requirements meetings, review meetings
Installation of the modules
Setup of the modules
Basic Configuration – Configuration work sheets – field changes, report views etc.
What is not covered (can seriously impact a productive deployment)
SharePoint Training
SharePoint Administration
Data, document Migration
In depth customizations – workflows, etc.
What you get with in your Quick Start
3+ hours of installation (for suites), then 2 hours per module
3 generic department templates are included
Where it can go wrong
installs on bad SharePoint environments
Lack of SharePoint knowledge
Mass quantity of single s

9. Installation
Need direct access – preferred or Online Meeting (burns hours)
Existing or new Site Collection
Upload solutions in Gallery
Activate solutions
Create Additional Permission Groups (not end-user groups)
SPMP Admin – SP Marketplace Site Administrators : Full Control
Managers – Management staff for approval processes : Contribute
[Dept] Staff – IT/HR/etc dept staff to manage requests and dept content : Contribute
HR Approvers – Used in HR site for HR staff who approve HR requests : Contribute
Create Sites
Basic Setup
Navigation – Menus, links etc.
Initial Users – Admin

10. Deployment Project Develop Overall Phased Deployment Plan
Define Intranet Structure – Modules, departments
Prioritize modules/departments
Intranet
Employee Self-Service IT HR
Projects
Branding
Project is tracked on a Deployment Site in your environment
Review Meeting every 2 weeks or sooner if needed
Both you and SPMP have deliverables that will impact the project timeline

11. Understand The Structure, Use a Phased Approach
Best Practices by Design
3 level structure make it easy for employees to use it
Department portals use consistent layout
Drill down design for access to more detail at lower levels
Department
Intranet Home
Service Requests
Documents Portal
Forms Portal
Organization
Employee
Departments
Communities
Divisions or Groups 1 2 3 4

12. Branding / Skin Consult your branding person (often Marketing)
Session with SPMP to get basic look and feel requirements
Logo
Corporate colors
SPMP will provide a couple of templates to choose from
We have to configure and purchase templates so we need to limit it to 2 iterations
Apply Branding to Suite
Branding can be used beyond SPMP Suite if desired

13. Configuration at Module Level
Meet with each department and get objectives and requirements
What functions to use or not use
How to interact with existing systems
Keep it simple to start, you can add more later
SPMP Configuration worksheet
Capture your specific requirements
We can power through many configurations in a short time if you use this.
Once initial configuration is done, we will review with team
Get any data in from existing systems (not part of package)
Determine need for additional customizations and document
Scope of additional customization hours

14. Design Notes: Roll – based Design
Role based design
Roles – Employee, Department Staff, Manager, Group Manager, Final Approver
Manager defined in Employee Directory (also override in forms)
Staff and Final Approvers defined by Group membership
Role based design applied
Navigation – top and left menus provide for audiences
Portals
Each dept site (e.g. HR, IT) & Department (template) sites have employee / end-user portals
Employee – redirect to employee portal page (or customer for customer service)
Department Staff is not redirected but sees the full site
Service Request forms – Employee see General Tab, Department Staff see all tabs.
Can customize forms further for Tab or field level Security
Not using specific function? – Just hide the navigation for it.

15. Service Request based Modules
IT Support, HR, Departments, Facilities, Customer Service.
Employee
Staff
Redirect

16. Design: Approval Workflows
Time-off, Time-Sheets, Expense Reports, Purchase Requests
Out of the Box – Easy to use approval system
Multiple levels of approval in the Departments list (ESS & HR)
Fill out what applies, leave the rest empty

17. Service Request Flow Intranet Portal Department Portals CRM IT HR
Employee
Self Service
Service Request Flow
Service
Requests

18. Employee Information
Designed to leverage Office 365 and/or SharePoint Profile information
Core source of Employee information – SharePoint Profiles (which may come from AD)
Profile information Sync Utility – tools to build initial lists and update periodically
Employee Directory – Organization access to Employee information
In the Intranet Portal
Search, browse or group employee information for collaboration
Built using the User Info Sync tool
Can add non-SP or AD employee info
HR. Employee List – Confidential information in the HR. Module
Not shared with organization
Can also be sync’d with SharePoint profile information
Can be populated from HRIS or Payroll system

19. Continuous Improvement
Conduct Periodic Reviews with Departments
Data level – are they capturing the data needed?
Business Measurement – Dashboards and Reports
New capabilities – new lists, libraries and views?
Application Updates
New features in forms
New web parts
New SharePoint features to use
Add new custom applications
Same look and feel, integrated with your suite
Contact SP Marketplace for a Quote.

20. Support and Maintenance
Getting Support: –
Customer Portal
SPMP site/Support
Call
Resources:
Doc
tutorials
What is included:
Support for issues or problems with the applications
Bug fixes
Questions about implementation
Question about customizations (related to the application)
What is not included:
SharePoint administration (on-premise or Office 365)
Office 365 administration
SharePoint knowledge
How do I add an user or group?
How do I add a field?
How do I change a list view?
Data Migration
Updates
New versions – update jQuery libraries, web parts and limited application function
You will not lose any configurations or customizations