SharePoint and the Lean Enterprise

presented by

Dave Healey [email protected]

(206) 734-9414

09/20/2013

SharePoint & The Lean Enterprise Critical Factors for Accelerating Time to Value

Welcome & Introductions

Chrysalis | Business Technology Solutions

• Drive performance improvement through the strategic application of technology

• Business Process Optimization, Business Intelligence, SharePoint Application Development

• Business application implementation and management

• Specialization in Microsoft SharePoint

Dave Healey, Managing Partner

• 20 years industry experience

• Knowledge & Information Mgmt.

Andrew Hopkins, Principal Consultant

• 22 years industry experience

• Enterprise Information Management

Presentation Team

• Who are you?

• Name, Company, Title

• How are you using SharePoint today?

• What do you hope to get out of this session?

Welcome & Introductions

“Success is not delivering a feature; success is solving the customer’s problems.”

– Mark Cook, VP Products Kodak Gallery

The Lean Startup Based on Lean Methodology

Scientific approach to

• A delivery model designed to help discover and deliver on customer needs

• Deliver a new solution under conditions of uncertainty

• Get a desired solution into customers’ hands faster

• Validated Learning

Ideas

Build

Product

Measure

Data

Learn

8

Build-Measure-Learn Feedback Loop

Minimize Total Time Through The Loop

Idea, Build

• Experiment with product and process

• Incremental / Disruptive

• Start small

9

Zappos Hypothesis and Validated Learning

Idea, Build

• For internal users, perform customer discovery & interviews

• Identify users that impact business metrics

• Start small

11

Transportation Safety Board Vision

• More consistent, less complex information management practices

• More efficient, effective, reproducible and defensible analysis

• Better utilization of knowledge nationally

• Ability to find information and records in response to any challenge

• Less expenditure at local levels on non-standard software

Iterative, Validated Learning Approach Business Process Reengineering

Business Process Reengineering

• Analysis and design of workflows and processes within an organization

Mission Work

Processes Decisions Information Technology

Defines Executes Considers Employs

Accomplish Guides Supports Processes

Agile Modeling Epics, Stories and Sprints

• Iteration 01 • E-Workspace • Report Workflow and Production • IS/IM Tools Re-Design • Development and Configuration Management Tools

• Iteration 02 • E-Workspace • Data/Information Collection Tools • Investigation Milestone & Cost Tracking • Corporate Information Management

• Iteration 03 • Report Production Workflow • Fatigue Assessment Re-Design

TSB Information Gateway Iteration 2

Idea, Build

• If you have User Stories, add a hypothesis that states the expected outcome on a specific metric

• Feed the learning back into the product backlog…

• Start small

16

• Cultural

• Budget constraints

• Internal resistance

Critical Factors Risks to Success

Problem Solution Process

Known Known

Known Unknown

Unknown Unknown

18

Recognizing Opportunities for Lean

Waterfall, Agile

Agile

Lean

So Why SharePoint?

Pros

• Facilitates experimentation

• Not Open Source

• Enables continuous integration

• Broad base of skilled resources

Not Pros

• Stack is resource heavy

• Not Open Source

• Requires proactive management

• Ignoring / deferring architecture is not a best practice

19

Product, Measure

• Customer interviews

• Walkthroughs of wireframes

• Minimum Viable Product

• Minimum you need to test validity

• Some include Wireframes, Landing Pages, CRPs, PoCs, Concierge Product

• Iterate (Agile) from there

20

• Cultural

• Working forward from the technology instead of working backward from the business results

• “Get out of the building.”


Code, Measure

• Decouple from your existing brand

• Ensure the right prototype fidelity

• If you experiment in code, come back to: • clean it up

• iterate

• productize

• refactor

22

• Cultural

• Wrong level of prototype fidelity

• Too little / No user input

• No validated learning


24

Clarity, Insight & Learning The Right Fidelity for the Right Audience

25


Explore Access Download FAQ Contact

Explore: GNOS Graphical Reporting

Access: GNOS Browse and Download Communities Resources

Download: GNOS Download News

Download Request Status Progress

Link Link Link

Type Name Modified

Talk To Us! What do you want to see? What works/doesn’t work?

Welcome to the Annai reQuest Portal Demo

Notes



DHealey27 > Explore

EXPLORE: GNOS Graphical Reporting Libraries

Explore

29

The Live Site (Then)

SharePoint Lean Success Business Management, Microsoft Interactive Entertainment Business

30

• Cultural / Engineering

• Lack of understanding of the platform

• Unwilling to refactor


Product, Measure

• Don’t release it to everyone all at once

• Target specific cohorts with a/b testing

• You cannot learn if your feedback loops are broken

• Just because you can measure it, does not mean you should measure it

• Engineering

• Over-engineering

• Breaking the feedback loop


• Identity Federation – third party authentication authority support and integration • OAuth, OpenID, Shibboleth • Integration with other systems

• Continuous Integration (automated build, test, & deployment) • Visual Studio vs SharePoint Designer

• Crippled “Build-Measure-Learn” feedback loop

“Don’t build what the customer isn’t asking for.”

34

Do Not Over Engineer Critical Factors

SharePoint Architecture and Lean Run the Wizard. Put It In Prod.

Balancing Speed against Stability Aligning, Balancing, Realizing

The Importance of Application Architecture Refactor Less. Deliver More.

• Building A Custom Big Data Management Application with SharePoint Search

• Andrew (Andy) Hopkins 10:30 – 11:45 Baker

• Economic

• Licensing

• Cost containment

• Cloud options and impacts

Challenge Risks to Success

Data, Learn

• Interviews

• Surveys

• Observation

• Web analytics

• Telemetry data

• System generated data

39

• Cultural

• Track the “right” metrics

• Beware “vanity metrics”

• Be prepared to “Pivot”


Pivot

• Change direction

• Change the model

• Formulate new hypotheses

• Generate new ideas

41

Reboot Forward

• Cultural

• Review and question your hypotheses

• No “sacred cows”

• Engineering

• Technology selection

• Design strategy

• Experiment to align customer & solution

Challenge Risks to Success

Idea, Build

• Lather, Rinse, Repeat

43

Resources and Contact Chrysalis Business Technology Solutions

SharePoint & Lean Development Presentation

• www.slideshare.net/dhealey27

Dave Healey

• [email protected]

• @dhealey27

Don’t Touch That Dial

Building A Custom Big Data Management Application with SharePoint Search

• Andrew (Andy) Hopkins

• 10:30 – 11:45 in Baker

50

presented by

Dave Healey [email protected]

(206) 734-9414

SharePoint and the Lean Enterprise

Business

Transcript of SharePoint and the Lean Enterprise