When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

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Transcript of When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

Page 1: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
Page 2: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge#SPC14 #SPC270 @RHarbridge

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#SPC14 #SPC270 @RHarbridge#SPC14 #SPC270 @RHarbridge

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From Here To Here

#SPC14 #SPC270 @RHarbridge

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#SPC14 #SPC270 @RHarbridge

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They enable your organization to get the

most out of your SharePoint investments.

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#SPC14 #SPC270 @RHarbridge

Understand SharePoint, your technology,

the ecosystem and the process.

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#SPC14 #SPC270 @RHarbridge

SharePoint is easy to extend and leverage.

Integrating and knowing when is key.

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#SPC14 #SPC270 @RHarbridge

With clear needs and the right questions

you can select the right tool.

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#SPC14 #SPC270 @RHarbridge

Enable your organization to get the most

out of your SharePoint investments.

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WE ALL WANT TO BE BETTER THAN AVERAGE…

Many organizations are successful, but what about those really successful cases?

Solu

tio

ns

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SOLUTIONS SHOULD BE RAPIDLY DEPLOYED & EASY TO UPDATE!

Do you have the ability to provide solutions and ‘applications’ fast enough?

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SOLUTIONS SHOULD BE AVAILABLE ANYWHERE AT ANY TIME!

Remote workers should have a great experience and access to solutions.

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2005 2013

SOLUTIONS SHOULD WORK ON ANY DEVICE!

Solutions should work on many devices (BYOD) and many form factors.

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SOLUTIONS SHOULD MEET TODAY’S DEMANDS!

What about tomorrows demands? Are you ready for those?

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THAT MEANS YOU SHOULD LEVERAGE THE LATEST & GREATEST…

It will be more and more challenging to meet expectations on legacy technology!

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From Here To Here

The Outcome…SharePoint Solutions are the best way

to generate additional value from

your SharePoint investments.

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From Here To Here

What To Watch Out For…Those solutions need to be rapidly

deployed, adopted, and available

anywhere and on any device.

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They enable your organization to get the

most out of your SharePoint investments.

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#SPC14 #SPC270 @RHarbridge

Understand SharePoint, your technology,

the ecosystem and the process.

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#SPC14 #SPC270 @RHarbridge

Pros & Cons To Build vs BuyB

uy

Pros Cons

Often covers most of the

requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Lower total cost of ownership Locked in on cost and interoperability

Bu

ild

Pros Cons

Addresses your requirements best Dependent on internal

expertise/effort

Full control and flexibility Higher risk of poor documentation

Control over costs No economies of scale, higher costs

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• Dynamics CRM

• Dynamics ERP

• Dynamics AX

• Dynamics GP

• Dynamics NAV

• Dynamics SLExchange

Lync

Map the needs of the organization to the right technology…

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SharePoint has multiple options…

Online

On Site

Foundation

Standard

EnterpriseEnterprise

Standard

2010

2013Foundation

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It’s Big Ecosystem…

“Worldwide more than 3.4

million developers work with

SharePoint & Office.”“Well over 4,000 partners

in the SharePoint

ecosystem.”“There are over 1,000 products

since SP2003 – there are at least

1,000 new products in

development now.”

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SharePoint Is Part Of An Overall Enterprise Technology Plan

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Pros & Cons To Build vs BuyB

uy

Pros Cons

Often covers most of the

requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Lower total cost of ownership Locked in on cost and interoperability

Bu

ild

Pros Cons

Addresses your requirements best Dependent on internal

expertise/effort

Full control and flexibility Higher risk of poor documentation

Control over costs No economies of scale, higher costs

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Do We Understand

The Business

Problem & Our

Needs?

Do We Have The

Capability To Solve?

Reuse Capability To

Solve

Simple Assessment Framework

Reuse Capability To Solve

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Something Out

There That

Matches Our

Need?

Will We Achieve

The Capability

Faster Through

Purchase?

Compare

Development Costs

To Purchase Costs

Do We Understand

The Business

Problem & Our

Needs?

Do We Have The

Capability To Solve?

Reuse Capability To

Solve

Will We Achieve The Capability Faster Through

Purchase?

Compare Development Costs To Purchase Costs

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Are There

Pieces That

Can Be

Purchased?

Is There A

Hybrid/Co-

Developed

Opportunity?

How complex

are the

interfaces? Is it

manageable?

Does it meet

our security

needs?

Is the solution

scalable?

Does it meet our security

needs?

Is the solution scalable?

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The Outcome…

From Here To Here

You need to understand what you

have and what’s available and re-

evaluate constantly.

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Each build vs buy decision should be

evaluated even when it appears self-

evident.

From Here To Here

What To Watch Out For…

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Understand SharePoint, your technology,

the ecosystem and the process.

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#SPC14 #SPC270 @RHarbridge

SharePoint is easy to extend and leverage.

Integrating and knowing when is key.

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User Driven

IT Driven

Low

Co

mp

lexityH

igh

er C

om

ple

xity

& C

ost

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User Driven

IT Driven

Low

Co

mp

lexityH

igh

er C

om

ple

xity

& C

ost

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SharePoint and ITThe Main Point of Implementing SharePoint:

SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s direct involvement.

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Users Build Apps

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• To Replace Excel

Spreadsheets

• To Track Complex Input From

Multiple People

• To Centralize Storage and

Retrieval of Content

• To Provide Validation, Easy To

Use Online Forms

• To Reduce Duplication of Effort

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User Driven

IT Driven

Low

Co

mp

lexityH

igh

er C

om

ple

xity

& C

ost

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SharePoint and ITSecondary (But Important) Points:

SharePoint’s integration with technologies you already use and it’s extendibility are invaluable.

When I Say “SharePoint Integration”

You Probably Think Of This...

Exchange

Lync

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Data

Cloud Services

Business

Applications

Files

Cloud Services

Business

Applications

Files

LOB ApplicationBrowser ServiceApplication

The Value Of The Office App

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#SPC14 #SPC270 @RHarbridge

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#SPC14 #SPC270 @RHarbridge

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SharePoint is not a Silver Bullet…

SharePoint is not a Silver Bullet at NothingButSharePoint.com

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How Do We Build On SharePoint?

User Driven

IT Driven

Low

Co

mp

lexityH

igh

er C

om

ple

xity

& C

ost

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End User Power UserCasual

Developer

Full Time

Developer

Web UI Yes Yes Yes Yes

SharePoint

DesignerYes Yes Yes

Access Services Yes Yes Yes Yes

InfoPath Yes Yes Yes

NAPA Yes Yes

Visual Studio /

LightswitchYes Yes

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Easy To

Improve?

Works Across

Devices?

Available

Anywhere?

Easy To

Deploy?

Developer

Skills

Required?

SharePoint

OOTB “App”Yes Yes Online Yes

SharePoint

AppYes Yes Online Yes Yes

Office App Yes Yes Online* Yes Yes

Access

ServicesYes Yes Online Yes

Search Driven

AppYes Yes Online Yes

InfoPath Form Yes Yes Yes

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The Outcome…

From Here To Here

SharePoint is a platform that makes it

easy to extend and leverage for

business challenges.

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Sometimes it can be easier to start

simple with a more basic solution to

validate/identify needs.

From Here To Here

What To Watch Out For…

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#SPC14 #SPC270 @RHarbridge

SharePoint is easy to extend and leverage.

Integrating and knowing when is key.

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#SPC14 #SPC270 @RHarbridge

With clear needs and the right questions

you can select the right tool.

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#SPC14 #SPC270 @RHarbridge

Baseline Questions

Open Questions

Probing

Questions

Closed

Questions

Confirmation Questions

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How Do We Buy 3rd Party Products?

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

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#SPC14 #SPC270 @RHarbridge

SharePoint Migration

SharePoint Permissions

SharePoint Social

SharePoint Workflow

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#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

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#SPC14 #SPC270 @RHarbridge

Migration Process

Pre

par

atio

nA

sses

smen

tM

igra

tio

nTe

stin

g/V

alid

atio

nP

ost

Mig

rati

on

For Office 365 Migrations

Analyze Existing Content

(Location, Quantity, Solutions)

Determine Migration Priority

Create New Site(s) In Office 365

Validate Content Based On Content

Map/Schedule

Launch New Site (w/ Training)

Assess Office 365 Environment

Identify Source Content To Be

Migrated

Determine Ownership Of

Content

Clean Up Content/Content Refresh

Prepare Office 365 Environment

Define Content Map

Owner Review Of Content (Training

Opportunity)

Migrate Content Based On Map/

Schedule

Define Migration Schedule

Approved

Delete Source Content That Has

Been Migrated

Set Source Content To Read Only

Review Feedback

Resolve Issues

Plan Launch Efforts

Page 62: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 63: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 64: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Page 65: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 66: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 67: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

• Often licensed by user.

• Typically lower cost.

• Requires manual ‘orchestration’ or management.

• Doesn’t support scheduling, or scripting.

Power User

• Often licensed by time period or size of content being migrated.

• Typically a scaled cost where larger migrations cost more.

• Supports scheduling, or scripting.

• Often includes comparison or reporting/assessments.

IT Pro

Page 68: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 69: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

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#SPC14 #SPC270 @RHarbridge

• What version is the product?

• How mature is the product?

• How mature is the product’s supporting ecosystem and vendors?

• How extensible and customizable is the product?

• How user friendly and usable is the product?

• How does the product handle exceptions?

• For whom is the UI designed?

• How difficult is it to manage and administer the product?

• How do you update the product?

• How complex is the installation and how complex are the dependencies?

• Does it support automation? (Can you batch script or automate administrative tasks?)

• Who else is using the tool?

• What is their experience of the tool like?

• Do they have similar needs?

• Product Applicability (Based On Product Proof Of Concepts/Demonstrations)

• Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training)

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#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 72: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 73: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Key Migration Steps

Administrators UsersP

lan

nin

g P

has

e

Identify Source Content To Be

Migrated

Clean Up!Delete Unnecessary Source Content &

Versions

Do You Know What Content Is

Out There?

Does Source Content Need To

Move?

Is Source Structure

Important?

Do You Need To Maintain Historic

Metadata?

Does Content In Source Need To

Be Deleted?

Will Content Remain In Source?

Do You Have A Defined New Taxonomy/Structure?

User Driven Clean Up? Or Admin Driven

Clean Up?

Work With Users To Understand Content

No

Yes

Clean Up!Delete Unnecessary Source Content &

Versions

Admin Driven

Yes

Index The Content & Define Appropriate

Result Sources, Pages & Verticals

No

NoCan This Content

Be Marked As Read Only?

Set Source Content As Read Only

Move & Validate Source Content – If Valid Delete Source

Content After Migration

User Driven

Yes

YesYes

Determine Who Owns Content

Review Source Structure With Users/Owners

YesNo

Map New Taxonomy/Structure To Source Structure

Yes

No

Review New Structure & Validate With Users/Owners

Review Field Types/Metadata That Must

Be MaintainedYes

No

Move & Validate Source Content – If Valid Delete Source

Content After Migration

No

Work With Users To Migrate/Adjust

References So It Can Be Migrated

No

(Meaning It Can’t Be

Indexed Instead)

(Is The Folder

Structure Important?)

(Decommissioning of Hardware?)

(Tied To Other Internal Tools)

(Ensure Tool(s) Support This)

Portal Solutions

Migration Decisions

Whitepaper w/ All

Of Questions We

Should Ask…

Page 74: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 75: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

Buying The Right Migration Tool…

Identify Our Needs

Are There Practical Options

OOTB?

What Type Of Product Would

Meet Our Needs?

What Vendor Should We Use?

How Do We Compare?

What Questions Should We Ask?

Negotiate Awesome Discounts

Purchase Product

Page 76: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
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Microsoft PinPoint!

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SharePointReviews.com

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Many vendors are not always

biased, and often even when

biased highlight important

decision criteria/questions.

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The Outcome…

From Here To Here

With clear needs and the right

questions you can select the right

tool.

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The hardest part of selecting the

right third party tool is having the

right questions.

From Here To Here

What To Watch Out For…

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With clear needs and the right questions

you can select the right tool.

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#SPC14 #SPC270 @RHarbridge

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Enable your organization to get the most

out of your SharePoint investments.

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#SPC14 #SPC270 @RHarbridge

Understand SharePoint, your technology,

the ecosystem and the process.

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#SPC14 #SPC270 @RHarbridge

SharePoint is easy to extend and leverage.

Integrating and knowing when is key.

Page 89: When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

#SPC14 #SPC270 @RHarbridge

With clear needs and the right questions

you can select the right tool.

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#SPC14 #SPC270 @RHarbridge

From Here To Here

#SPC14 #SPC270 @RHarbridge

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Organizers, Sponsors and You for Making this Possible.

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Pros & Cons To Build vs BuyB

uy

Pros Cons

Often covers most of the

requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Lower total cost of ownership Locked in on cost and interoperability

Bu

ild

Pros Cons

Addresses your requirements best Dependent on internal

expertise/effort

Full control and flexibility Higher risk of poor documentation

Control over costs No economies of scale, higher costs

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Risks To Build Vs Buy

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SharePoint Permissions

SharePoint Social

SharePoint Workflow

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• Often licensed by server or by user.

• Typically lower cost.

• Focused on end user driven interaction/scenarios.

• Doesn’t support scheduling, or scripting.

Power User

• Often licensed in a bundle with Governance functionality.

• Typically a higher cost based on additional functionality.

• Often supports scheduling, or scripting.

• Often includes comparison or reporting/assessments.IT Pro

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Needs Questions

While a resource like the

migration one doesn’t always

exist for this (and many other

purchase decisions) you should

always ask questions that

validate/clarify needs.

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SharePoint Permissions

SharePoint Social

SharePoint Workflow

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When are people going beyond SharePoint for Social Functionality?

Extending

Complimenting

Supplementing

Replacing

Ignoring/Locking Down

How To Lock Down SharePoint’s Social Features

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SharePoint Permissions

SharePoint Social

SharePoint Workflow

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CONSIDER SHAREPOINT ONLINE…

An excellent way to provide easier sharing & anywhere, anytime access

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CONSIDER AZURE…

SharePoint internet sites, development & test environments in Azure

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WE CAN DRIVE BETTER RESULTS…

You might not be leveraging everything Microsoft can provide

ExchangeLync

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SOLUTIONS NEED TO: -Be rapidly deployed & adopted.-Be available anywhere & anytime. -Be available on any device.-Meet expectations for today &

tomorrow.

More solutions that leverage SharePoint = More out of your SharePoint investment.