4 SharePoint / Microsoft Office/ 365 Intranet PortalDepartmentPortalsCRMITHREmployeeSelf ServiceServiceRequestsPROJECTSSharePoint / Microsoft Office/ 365
5 AgendaObjectivesPreparation and TrainingInstallationDevelop a PlanDefine Skin / BrandingIntroduce Concept to OrganizationPrioritize ModulesConfiguration at the Module LevelOn-going ImprovementsSupport
6 Objectives Set and meet organization expectations Gain acceptance of entire organizationThe collaboration platform (SharePoint / Office)Your Intranet / Self-Service infrastructureMake it easy for employees to do businessProvide productivity improvements for department(s) staffCreate a visibility and measurement for ManagementUse SPMP resources as productively as possible
7 Preparation Setup / Provide Healthy SharePoint Platform / Environment On-PremiseFoundation, Server, EnterpriseSharePoint SP 2SharePoint 2013SPMP needs Site Collection Administrator permissionSharePoint ConfigurationEnable Sandbox SolutionsTurn-on Incoming and OutgoingIMPORTANT – Direct Access to Site CollectionIn the Cloud – Office 365 / Third PartySharePoint 2013 preferredWhere to install Suite (site collection, level)OptionsSharePoint Health Check (partner)SharePoint Managed Services (partner)Appoint an Administrator – Take SharePoint training (www.Lynda.com)
8 Training Required Application Administrator End-users SharePoint Power UserNeed to know:Basic understanding of SharePoint sites, libraries, lists, views and page editing. Also user permissions.Understand Application portal site structures, forms, and chart web parts.End-usersBasic Navigation and use of libraries and lists.Tools available: Customer Portal
9 InstallationNeed direct access – preferred or Online Meeting (burns hours)Existing or new Site CollectionUpload solutions in GalleryActivate solutionsCreate Permission GroupsCreate SitesBasic SetupNavigation – Menus, links etc.Initial Users – AdminReview with Administrator
10 Develop a Plan Develop Overall Deployment Plan Determine what areas / departments will be neededBrandingPrioritize modulesIntranetEmployee Self-ServiceITHRProjectsSet a time-line – (use Project Tracker?)Introduction program for Department managementDetailed Configuration by module – Configuration WorksheetsBeta cycle for each module – the go production.
11 Branding / Skin Consult your branding person (often Marketing) Session with SPMP to get basic look and feel requirementsLogoCorporate colors, look from External SiteSPMP will provide a couple of templates to choose fromWe have to configure and purchase templates so we need to limit it to 2iterationsApply Branding to SuiteBranding can be used beyond SPMP Suite if desired
12 Introduce Concept to Organization Get Top Management buy-inCentral point for communications / employee servicesReduce manual processes and walk-in / requestsVisibility into what Service Department ProductivityAllow employees to focus on business rather than adminIntroduce Concept to DepartmentsWatch out for “Department Blinders”, looking from department out rather than employee viewDo not try and replace core systems if embedded deeply, work with those.Educate on the Department Portal ConceptCreate a demonstration for the OrganizationCreate a video or demo site.
13 Don’t “boil the ocean”, do a progressive deployment Prioritize ModulesDon’t “boil the ocean”, do a progressive deploymentSuggested ApproachIntranet Portal – to show power / collaboration / look and feelAssign a content personIT Support – because you are in control of thatDepartment Portals – pick a couple to deployHR and ESS – most productive for employeesProject Tracker – when you want, goes across departmentsCRM (Suite A) – Treat as a separate deploymentWork with each department closelyUse Configuration Worksheets
14 Configuration at Module Level With suite you get a predefined number of hours with the package. Use it well and you can get much done!Installation, Branding and 2 hours configuration per moduleMeet with each department and get objectives and requirementsKeep it simple to start, you can add more laterSPMP Configuration worksheetWe can power through many configurations in a short time if you use this.Once initial configuration is done, we will review with teamGet any data in from existing systems (not part of package)Final tweaks and then roll-out.
15 Module Notes Role based design Role based design applied Roles – Employee, Department Staff, Manager, Group Manager, Final ApproverManager defined in Employee Directory (also override in forms)Staff and Final Approvers defined by Group membershipRole based design appliedNavigation – top and left menus provide for audiencesPortalsEach portal has two views – Employee and StaffEmployee – redirect to employee portal page (or customer for customer service)Department Staff is not redirected but sees department portalFormsService Request forms – Employee see General Tab, Department Staff see all tabs.Can customize forms further for Tab or field level SecurityNot using specific function – do not delete function, just hide navigation.
16 Service Request Flow Intranet Portal Department Portals CRM IT HR EmployeeSelf ServiceService Request FlowServiceRequests
17 Service Request based Modules IT Support, HR, Departments, Facilities, Customer Service.EmployeeStaffRedirect
18 Continuous Improvement Conduct Periodic Reviews with DepartmentsData level – are they capturing the data needed?Business Measurement – Dashboards and ReportsNew capabilities – new lists, libraries and views?Application UpdatesNew features in formsNew web partsNew SharePoint features to useAdd new custom applicationsSame look and feel, integrated with your suiteContact SP Marketplace for a Quote.
19 Support and Maintenance Getting Support:–Customer PortalSPMP site/SupportCallResources:DoctutorialsWhat is included:Support for issues or problems with the applicationsBug fixesQuestions about implementationQuestion about customizations (related to the application)What is not included:SharePoint administration (on-premise or Office 365)Office 365 administrationSharePoint knowledgeHow do I add an user or group?How do I add a field?How do I change a list view?Data MigrationUpdatesNew versions – update jQuery libraries, web parts and limited application functionYou will not lose any configurations or customizations