Post on 14-Apr-2017
O365/SharePoint Online: Sizing, Scaling, Structuring & Succeeding
Greg Hayes Solution Partner, Portals and Collaboration
The Challenge
Appetite• Needs and Goals• Opportunities• Priorities• Culture & Adoption
Match Your Engine to Appetite
Engine• Resources and Capabilities• Bandwidth & Budgets• Organizational Readiness
Intelligently and Continuously
Complexity, Commitment, Costs, (Value)
Mintranet• Basic Branding• Simple Navigation & IA• OOB UI• Low/Moderate Customization• No Context/Personalization• No or Few Business
Applications
The Major Scales
Medtranet• Deeper Branding• Dynamic/Custom Navigation• More Complex IA• UI ‘Tweaking’• Deeper Customizations• Some Contextualization &
Personalization• Some Business Applications
Maxtranet• Deep Branding• Dynamic/Custom
Navigation• Custom UI• Custom Everything• Deep Contextualization &
Personalization• Often many Business
Applications
Doing It Right
Assess & Define Design & Plan Build Foundations
Assess & Define
Design & Plan
Construct/Pilot
Measure Adoption
Adjust & Incremen
t
The Core Foundations
Services, Components, and Solutions
Step #1: Define Your Vision & Service Priorities• Portals• Communications, Reference Content Publishing & Delivery
• Collaboration• Workspaces, Work Services, Working Content
• Social• Peer Communications, Groups, Work, and Content Sharing
• Business Solutions & Customizations• Vertical and Horizontal Applications• Business Intelligence
Step #2: Define initial depth of your services• Baseline Services Functions & Depth
• What are your first portals and what will they provide?• Do you need workflow in collaboration?• Do we want to find people with business specific properties (e.g. Law Areas).• Etc., Etc., Etc., Etc., Etc., Etc.
• User Experience & User Interface• Assessment and articulation of your personas, flows, information• Branding, layouts, & interactions
• Contextualization and Personalization• Contextual Delivery, Personal Configuration, Dynamic Navigation
• Business Solutions & Applications• Simple or complex workflows and/or forms?• Complex business specific Apps (AP forms capture)
Step #3: Define what can you realistically build & sustain?• Foundations Resources
• Analysts, User Experience/UI, Information Architects, Governance, IT/Configuration • Customizations Developers, Technical Maintenance
• Content & Solution Managers and Administrators• Central Content Manager role critical at all scales • Business anchored content managers
• Components and Solutions Resources• Workflows & Forms• Simple or Complex Business Apps
• Communications and Adoption• Who can and will participate & help lead
A Few Crucial and Best Practices• Define overall appetite initially and keep re-defining as needed• Be realistic about your engine
• Success mean commitments, resources, and costs beyond those most expect
• Build solid foundations• Assess & Plan• IA and Governance• Communication, People, Expertise
• Stay incremental• Build shallow to start • Measure value & use• Adjust and adapt
• Involve everyone; not an ‘IT’ platform
Current Scale Examples
Mintranet - Department PortalPromoted Links
Search Relevancy & Custom
Display
Search Navigation
Mintranet – Portal Library View
Mintranet - News Portal Search Aggregation &
Display
Mintranet – Search Based Switchboard
Medtranet - Home Page
User Dept. Awareness
Location & Dept. Contexts
Contextualized Feeds
Medtranet – Department Home
Custom Actions
Contextual Content
Medtranet-Focused Search Results
Results Focus Hierarchy
Custom Refinements
Maxtranet – Home Page
Personalized User Apps &
Links
Personal & Contextual Delivery
User Location Awareness
Maxtranet - Location Selection & Switching
Maxtranet –Dynamic Mega Menu
Maxtranet-Resource Find-Ability
Custom Refinements
Custom Results Cards
Thank you