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
#SPC14 #SPC270 @RHarbridge#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
From Here To Here
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
They enable your organization to get the
most out of your SharePoint investments.
#SPC14 #SPC270 @RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14 #SPC270 @RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14 #SPC270 @RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14 #SPC270 @RHarbridge
Enable your organization to get the most
out of your SharePoint investments.
WE ALL WANT TO BE BETTER THAN AVERAGE…
Many organizations are successful, but what about those really successful cases?
Solu
tio
ns
SOLUTIONS SHOULD BE RAPIDLY DEPLOYED & EASY TO UPDATE!
Do you have the ability to provide solutions and ‘applications’ fast enough?
SOLUTIONS SHOULD BE AVAILABLE ANYWHERE AT ANY TIME!
Remote workers should have a great experience and access to solutions.
2005 2013
SOLUTIONS SHOULD WORK ON ANY DEVICE!
Solutions should work on many devices (BYOD) and many form factors.
SOLUTIONS SHOULD MEET TODAY’S DEMANDS!
What about tomorrows demands? Are you ready for those?
THAT MEANS YOU SHOULD LEVERAGE THE LATEST & GREATEST…
It will be more and more challenging to meet expectations on legacy technology!
#SPC14 #SPC270 @RHarbridge
From Here To Here
The Outcome…SharePoint Solutions are the best way
to generate additional value from
your SharePoint investments.
#SPC14 #SPC270 @RHarbridge
From Here To Here
What To Watch Out For…Those solutions need to be rapidly
deployed, adopted, and available
anywhere and on any device.
#SPC14 #SPC270 @RHarbridge
They enable your organization to get the
most out of your SharePoint investments.
#SPC14 #SPC270 @RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#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
#SPC14 #SPC270 @RHarbridge
• Dynamics CRM
• Dynamics ERP
• Dynamics AX
• Dynamics GP
• Dynamics NAV
• Dynamics SLExchange
Lync
Map the needs of the organization to the right technology…
SharePoint has multiple options…
Online
On Site
Foundation
Standard
EnterpriseEnterprise
Standard
2010
2013Foundation
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.”
SharePoint Is Part Of An Overall Enterprise Technology Plan
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
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
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?
#SPC14 #SPC270 @RHarbridge
The Outcome…
From Here To Here
You need to understand what you
have and what’s available and re-
evaluate constantly.
#SPC14 #SPC270 @RHarbridge
Each build vs buy decision should be
evaluated even when it appears self-
evident.
From Here To Here
What To Watch Out For…
#SPC14 #SPC270 @RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14 #SPC270 @RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14 #SPC270 @RHarbridge
User Driven
IT Driven
Low
Co
mp
lexityH
igh
er C
om
ple
xity
& C
ost
#SPC14 #SPC270 @RHarbridge
User Driven
IT Driven
Low
Co
mp
lexityH
igh
er C
om
ple
xity
& C
ost
#SPC14 #SPC270 @RHarbridge
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.
#SPC14 #SPC270 @RHarbridge
Users Build Apps
#SPC14 #SPC270 @RHarbridge
• 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
#SPC14 #SPC270 @RHarbridge
User Driven
IT Driven
Low
Co
mp
lexityH
igh
er C
om
ple
xity
& C
ost
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
Data
Cloud Services
Business
Applications
Files
Cloud Services
Business
Applications
Files
LOB ApplicationBrowser ServiceApplication
The Value Of The Office App
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
•
•
•
•
•
•
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
SharePoint is not a Silver Bullet…
SharePoint is not a Silver Bullet at NothingButSharePoint.com
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
How Do We Build On SharePoint?
User Driven
IT Driven
Low
Co
mp
lexityH
igh
er C
om
ple
xity
& C
ost
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
The Outcome…
From Here To Here
SharePoint is a platform that makes it
easy to extend and leverage for
business challenges.
#SPC14 #SPC270 @RHarbridge
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…
#SPC14 #SPC270 @RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14 #SPC270 @RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14 #SPC270 @RHarbridge
Baseline Questions
Open Questions
Probing
Questions
Closed
Questions
Confirmation Questions
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
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
#SPC14 #SPC270 @RHarbridge
SharePoint Migration
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#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
#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
#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
#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
#SPC14 #SPC270 @RHarbridge
#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
#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
#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
#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
#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
#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)
#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
#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
#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…
#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
#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
#SPC14 #SPC270 @RHarbridge
Microsoft PinPoint!
#SPC14 #SPC270 @RHarbridge
SharePointReviews.com
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
Many vendors are not always
biased, and often even when
biased highlight important
decision criteria/questions.
#SPC14 #SPC270 @RHarbridge
The Outcome…
From Here To Here
With clear needs and the right
questions you can select the right
tool.
#SPC14 #SPC270 @RHarbridge
The hardest part of selecting the
right third party tool is having the
right questions.
From Here To Here
What To Watch Out For…
#SPC14 #SPC270 @RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
Enable your organization to get the most
out of your SharePoint investments.
#SPC14 #SPC270 @RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14 #SPC270 @RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14 #SPC270 @RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14 #SPC270 @RHarbridge
From Here To Here
#SPC14 #SPC270 @RHarbridge
#SPC14 #SPC270 @RHarbridge
Organizers, Sponsors and You for Making this Possible.
Twitter: @RHarbridge
Blog: http://www.RHarbridge.com
Email: [email protected]
Resources:
100+ SharePoint Presentations At.. SlideShare.net/RHarbridge
Great SharePoint 2013 Stories At.. Microsoft Case Studies
130+ SharePoint Standards At.. SPStandards.com
14 Additional Resource Slides Included In This Deck..
Sponsored by
#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
#SPC14 #SPC270 @RHarbridge
Risks To Build Vs Buy
#SPC14 #SPC270 @RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14 #SPC270 @RHarbridge
• 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
#SPC14 #SPC270 @RHarbridge
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.
#SPC14 #SPC270 @RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14 #SPC270 @RHarbridge
When are people going beyond SharePoint for Social Functionality?
Extending
Complimenting
Supplementing
Replacing
Ignoring/Locking Down
How To Lock Down SharePoint’s Social Features
#SPC14 #SPC270 @RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14 #SPC270 @RHarbridge
CONSIDER SHAREPOINT ONLINE…
An excellent way to provide easier sharing & anywhere, anytime access
CONSIDER AZURE…
SharePoint internet sites, development & test environments in Azure
WE CAN DRIVE BETTER RESULTS…
You might not be leveraging everything Microsoft can provide
ExchangeLync
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.