SharePoint: A Case Study at Harvesters Food Bank
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Transcript of SharePoint: A Case Study at Harvesters Food Bank
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Case Study: Harvesters food bank
Project Goals and Overview• Access to timely, accurate and reliable information
is critical to all Harvesters employees• Collaboration and Communication• Process Improvement
Project Approach• Joint development between Regional Food Bank of
Oklahoma and Harvesters in Kansas City
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Overview: Solution and Keys to Success
Solution• Build Employee Intranet website using Sharepoint• Build Extranet site for Board of Directors• Migrate all MS-Office documents to Sharepoint
Keys to Success• Early, consistent communication and involvement of
every department within Harvesters during all phases of website development
• Brand site using food bank theme to increase adoption, including selection of CORE as name
• Active, timely information on CORE home page
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Home Page: Organization-Wide Impact
Business Process• Employee
Messages• Staff Directory• Links to Requests• Employee Calendar• Employee Training
Technical Function• Sharepoint allows
users to browse on a website to find information • Or use Google-like search to quick find documents or information• Centralizes documents – takes files out of mailboxes & out of network
drives; build collaborative documents
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Department Sites: Align to Business Process
Department Page• Common
Design Layout• Shared Docs• Custom Lists
to AccommodateBusiness Process
• Migrate shareddocuments to aDocument Library
• Use Vyapin’s DocKIT for Sharepoint to migrate files – provided error-correction, scheduling, retained file characteristics
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Custom App: Agency App Review
• “Light” applicationused to track agency and program applications
• Workflow built in to handle communication with program managers
• Future: Allow “extranet” access to app for agencies to initiate process
• Timeline: 4 weeks
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Custom App: Customer Care (Help Desk)
• Modeled CustomerCare business process
• Manage and trackagency calls
• Followed quickdevelopment cyclewith web developer
• Uses Infopath form, providing higherfunctionality
• Information retainedin Sharepoint lists
• Timeline: 4 weeks
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Business Processes: Custom Lists
Operational• PWRLine• Food Safety issues and Facilities requests• Recalls
Quality Assurance (QA)• Service Requests and Projects• QA Datasets
Finance• Paperless A/P invoice processing
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Quality Assurance: Report Center
• Dashboards• Reports• Built in
Sharepoint Reports Center
• Gets data fromJetreports scheduler
• Displays data usingSharepoint’sExcel Services
• Official Data Source – authoritative report• Archives historical reports
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Harvesters: Let’s look at the live site!
Demonstration –•CORE home page
•CORENET home page
•Customer Care App
•PWRline
•Reports Center
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Harvesters: How to make it work
Harvesters’ Lessons Learned Over Two Years• Ownership - Important Sharepoint elements must
have individuals and departments responsible for growing and feeding their content or app
• Relevance – information on home page needs to be timely and updated to keep up with your organization
• Champions – Find and empower people in your organization that want to develop Sharepoint lists and apps
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Questions?
• Questions about Sharepoint 2010?• Other Questions…
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SharePoint Presenters
Al Jimenez, Director of Information Technology
Houston Food Bank
Noreen Zahner, Director of Quality Assurance
Harvesters – The Community Food Network
Matt Quinn, Information Technology Manager
Harvesters – The Community Food Network
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Thank You!
Please provide your feedback from this is session on the evaluation providedSession ID: C4
Session Title: SharePoint / Internet