An SDLC for SharePoint
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Transcript of An SDLC for SharePoint
An SDLC for SharePointA management model for implementation success
By Gary Vaughan
Worldwide Information Network Systems, Inc. (WINS)SharePoint Saturday Baltimore
UMBC, Baltimore, MD July 25, 2009
SharePoint Challenges
• SharePoint: power, scope, adaptability • Need to move beyond governance • Get SP to work, by addressing 5 questions:– WHY? (business case)– WHAT? (functionality)– WHEN? (rollout priorities)– WHO? (stakeholders)– HOW MUCH? (budget)
The Need for a SharePoint SDLC*
• Management vs. IT challenge • SharePoint SDLC born of: – PMI Project Management Standards– Knowledge Management goals– Lessons from SP Best Practice
• My background and perspective…• Focus: SharePoint for large WANs
* System Development Life Cycle
A Value-driven Approach
• Measurable Organizational Value*– Enterprise strategy leads IT (not reverse)– Identify value: better, faster, cheaper, do more– Cost/benefit measured over time
• Collaboration always a net benefit? • Example: Documentum and pharma needs
*Source: Jack Marchewka, Information Technology Project Management, 2009
SharePoint Skills
Technicians
• SP Developer• SP Administrator• SP Trainer/Help Desk
• Network Administrator• Graphic Artist• Usability Expert
Users
• SP Deployment Manager• Business Unit Manager• CIO
• Champions (site owners)• HQ vs field; LOB vs HR, FIN…• KM, BPR advocates
SharePoint is a “Swiss Army Knife”..so are the needed skills!
N.B. Organizational change management, politics …and leadership!
Source of SharePoint Skills
Develop in-house vs. outsource SP skills
Traditional SDLC Approaches
• Generic SDLC vs. “viral” development (wiki)• Waterfall, CMM (formal, controlled)• Agile, SCRUM (informal, learning)• PROs and CONs…but is SDLC followed?• Tendency for “closed” SDLC within IT shop
Need a more organic approach for SharePoint
SharePoint Planning Tools• Microsoft SP governance, best practices (English)• Re-release of
SharePoint Deployment Planning Services by Microsoft
• General “road maps” (McKesson PPT)• Metrics: – Native SP reporting– Add-on metrics: Google Analytics, Axceler– User business value: Susan Hanley measures
Need an enterprise SDLC methodology…
SDLC “Cycle” for SharePoint
- PROGRAM MGT-- Project Mgt
-- Governance
SharePoint and the “Big Picture”
Source: McKesson Corp, Paul Miller and Aaron Rafus: “How SharePoint can Make you a Rock Star,” Microsoft SharePoint Conference 2008
Implementing the SDLC
• More inter-dependent “baskets” than phases• Not a clean start – “baggage,” competition• Mix of control and “letting go” (Agile)• SDLC can take years (FAA, Red Cross)• Need management at 3 levels:– Program (enterprise)– Project (IT) – Product Governance (MS)
Program Management
• Senior management driver (business vision)• A governance committee or PMO• Diverse actors to support SP: IT, HR, BPR…• Value of communicating across stovepipes• Key measures: coordination, business value
• Lesson: Value of goals and milestones
Project Management • IT Department does SP deployment• Focus on technology, deliverables (deploy!)• Ability to control detailed project plan (WBS)• Removed from users, enterprise resources• Key measures: number of sites, content
uploaded, type functionality enabled
• Lesson: CCB can extend IT’s reach
Product Governance
• Policies (transparency, confidentiality)• Roles, responsibilities and hierarchy• Processes: site requests, CCB, users groups• Parameters: maximum list size, prohibited file
types, etc. (per Microsoft)• Expressed in FAQs, training, guidance• Lesson: Map governance to your organization
1. Assessment
• Business Requirements, “pain points”• IT Vision and policy (“culture”!)• WSS vs. MOSS; Alternatives; Add-ons;
Outsourcing• Resource planning, cost/benefit, timing• Examples: consulting business development
How does SP fit your enterprise environment?
2. Infrastructure
• Existing hardware (servers, work stations)• Telecom network (latency, enhancements)• Legacy software environment (plus AD, SQL) • Planning global deployments (Oleson article)• Example: Christian Aid (MS case study)
Infrastructure shapes your deployment.
3. Design
• “Road map”: sequence, priorities, actors• Value of “Concept Pilots” (Arlington County)• Taxonomy, hierarchy, info architecture• SP branding and templates • Enterprise governance (adapt MS Checklist)• Example: Famine Early Warning System Planning is necessary, but it evolves…
4. Installation
• Server farm(s) established on network(s)• Topology, configuration, testing• Site provisioning process• Back-up…Migration…Integration • Functionality rollout (mobile, MySites, portal….)• Example: D.C. member associations
Pace your hectic IT deployment!
5. Administration• Creation/management of web applications• Monitoring server resources, performance• Service packs, bugs, upgrades• Backing up, recovery, storage• Migrating legacy data• Risk management (AD, extranet, SLAs)• Examples: Red Cross vs. Mitre
Manage SharePoint at many levels!
6. Support
• “Marketing”, Training, Help Desk • User groups (peer best practices, recognition)• Refining search• “Deep dive pilots”: Extranet, WF, field• Change management (communications!)• Examples: FAA (KM), USDA (CRM)
A sliding scale of user training and support
Next steps: mid-deployment
• Formalize PM discipline in SP unit• Get top management more engaged • Piggy-back on existing initiatives (BPR)• Innovate training and support, broaden
adoption• Compare real implementation vs. ideal plan
Next Steps: pre-deployment
• Write down requirements, vision• Check if MOSS is the answer (alternatives?)• Ask legacy vendors for their “road maps”• Get a free SDPS (if MS customer)• Do a quick lessons survey• Do a “concept pilot”
Resources• Books:– MOSS Best Practices (Curry, English)– Crossing the Chasm (Moore)
• Online:– MS best practice resource site– PMI project management standards– Agile Project Management: Re-thinking PMBOK,
CMM, ISO 9000 and Other Standards (Frame)– Draft SUGDC White Paper: A System Development
Life Cycle for SharePoint (Vaughan)– Mindjet ap for SP site mapping [video] (Miller)
Contact Information
• Contact Info:– Gary Vaughan– SharePoint Governance Advisor, Office of
eDiplomacy, State Department– Firm: Worldwide Information Network Services
(WINS) – email: [email protected]– My LinkedIn profile