End-to-End SharePointService Delivery & Governance

danholme http://itunity.com/dan-holme dan.holme@itunity.com

If you haven’theard me say it…

Do IT excellently

Establish the framework

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Tech

no

log

y -

Serv

iceRecognize

Analyze

Authorize

Initialize

Clarify

Justify

Codify

Notify

Integrate

Validate

Update

Reevaluate

Educate

Operate

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Integrate

Validate

Update

Reevaluate

Educate

Operate

Ask the tough questions

Recognize the Business Need

Outco

me -

Busin

ess

Recognize

Establish channels to identify need

Respond to submissions

Revisit suggestions

Analyze the Business Need

Outco

me -

Busin

ess

Recognize

Analyze

Question Identifies

What are we trying to achieve? Outcomes

Why does it matter? Business Value

To whom does it matter? Politics

How do we know it worked? Metrics

Establish channels to identify need

Assign responsibility for analyzing need

Define business need

Prioritize,Authorize & Determine Feasibility

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Question Identifies

What is the business need? Benefit

Can it be delivered today? Suitability

What would it take to deliver? Cost

What could go wrong? Risk

Establish green light processes

Assign roles & responsibilities

Document business case for solution

Green light the solution

Initialize a Project

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Define

Design Develop

Deploy

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Define

Design

Develop

Deploy

Delegate

Determine how you will progress through “The D’s”

Assign responsibilities for project management

Determine how you will keep constituents informed of where on the “map” a project currently lives

DefineAlignDesign

Define

Design

Business Needs

Technical Capabilities

Business Needs

Technical Capabilities

DEFINE DESIGN

SharePoint on-prem

SharePoint in-cloud

Office 365

3rd Party Tools

Business Needs

Technical Capabilities

DEFINE DESIGN

Existing service

Extended service

New service

Business Needs

Technical Capabilities

Use Case

Project Constraints: Time, Money, Resources (People, Expertise)

Information ArchitectureDescribe content

Make content findable

Facilitate information management

Business Needs

Technical Capabilities

Business Needs

Technical Capabilities

Supported Information Classes

Resume*

Job Description

Interview

Information Architecture

Content Types: Resumes, Job Descriptions, Interview

Metadata

Managed Properties

Site Map: Subsite of HR

Information Management

Business ownership

Access control: permissions

Retention & disposition: records management

Insight & reporting: auditing

Lifecycle

Rights Management

Business Needs

Technical Capabilities

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Ownership: Recruiting manager

Access: very secure. Accessible only to HR and very select admins

Retention: Treat as Record. Retain for 7 years post-termination (hire)or 6 mos post-interview (nonhire)

Audit

Information Management Architecture

Service ManagementUptime (availability)

Data protection (integrity): content recovery

Business continuity: disaster recovery

Performance

Storage

Interoperability

Service lifecycle

Application Management

Business Needs

Technical Capabilities

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Information Management Architecture

Service Management Policies

Lifecycle: 1 year

Availability: 95%

Storage: 200 GB

Performance

Data recovery:

granular

RTO: 2 hours

RPO: 24 hours

Site DR: none

iPad access: offline

Service Management Architecture

Business Needs

Technical Capabilities

Supported Information Classes

Information Architecture

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

Supported Information Classes

Information Architecture

Business Needs

Technical Capabilities

Information Management Policies

Information Management Architecture

Service Management Policies

Service Management Architecture

Business Needs

Technical Capabilities

DEFINE DESIGN

SharePoint on-prem

SharePoint in-cloud

Office 365

3rd Party Tools

Business Needs

Technical Capabilities

DEFINE DESIGN

Existing service

Extended service

New service

Define

Design Develop

Outco

me -

Busin

ess

Tech

no

log

y -

Serv

iceRecognize

Analyze

Authorize

Initialize

Clarify

Justify

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Develop the Solution

Develop

Delegate

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Define

Design

Develop

DeployRefine

Revisit

Revise

Release

Define the solution

Design the solution

Develop the solution

Deploy the solution

Delegate to operations

Delegate

Develop in iterations

Project management keeps things on track

Tech

no

log

y -

Serv

iceClarify

JustifyDefine

Design Develop

Deploy

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Deploy the Solution

Deploy

Development

Test Staging

Production

Application deployment and revisions

Customization deployment and revisions

Content deployment / content publishing

Establish application lifecycle management

Establish lifecycle management for customizations & content

Drive User Adoption

Deploy

Embed the user

Market the solution

Train and message

www.sharepoint-videos.com

www.sharepointshepherd.com

www.contentpanda.com

Maximize your reach & modalities

Leverage your evangelists & power users

Optimize Operations

Document

• Inputs (Requests)

• Outputs (Changes)

• Operational Procedures

Measure

• SLAs Achieved

• Costs of Operations

Automate

• PowerShell

• Third Party Tools

• ROI & ROI

Document operational procedures

Measure cost of operations

Automate procedures

SPC 2014 Presentation

Manage Portfolio

Portfolio Management

Catalog

• Solutions

• Specifications

• Policies

• Changes

Monitor

Current state

Evaluate

Does current state match the

specifications of the solutions in place?

Trigger

Establish a service catalog

Monitor service

Evaluate service

Trigger project review

Are we succeeding? What has changed? What next?

Codify Service

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Tech

no

log

y -

Serv

iceRecognize

Analyze

Authorize

Initialize

Clarify

Justify

Codify

Notify

Integrate

Validate

Update

Reevaluate

Educate

Operate

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Integrate

Validate

Update

Reevaluate

Educate

Operate

Commit to Evolve

Define

Design

Develop

DeployManage

Measure

Modify

Business Need Business Need Business Need Business Need

Define

Design

Develop

DeployManage

Measure

Modify

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Tech

no

log

y -

Serv

iceRecognize

Analyze

Authorize

Initialize

Clarify

Justify

Codify

Notify

Integrate

Validate

Update

Reevaluate

Educate

Operate

Define

Design Develop

Deploy

Manage

Measure

Modify

Outco

me -

Busin

ess

Recognize

Analyze

Authorize

Initialize

Integrate

Validate

Update

Reevaluate

Educate

Operate

Mahalo!(Thank You!)

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dan.holme

danholme ▪ ITUNITY01

http://itunity.com/dan-holme

dan.holme@itunity.com