Leveraging SharePoint for Extranets

transcript

Leveraging SharePoint as an Extranet Solution

Agenda

• Introductions• About Avtex• Extranet – What, Why, Who?• What does it Take to Deploy an Extranet?• Why SharePoint for Extranets?• SharePoint Extranet Architecture• Customer Example: Community Reinvestment Fund• Call to Action• Giveaway

Goals for Today

• Learn about common challenges addressed by Extranets today

• Understand how SharePoint addresses those challenges

• Demonstration of a Customer Extranet• Learn how to get started

Seminar Sponsors

sion Our mission is to use our technology know-how

to enable our clients to deliver an exceptional

experience to their customers

What we do

SharePoint Extranet ADS

The two day Avtex Architectural Design Session (ADS) is a great way to start planning an Extranet solution on SharePoint.

An ADS helps to outline a proposed technical approach

• Infrastructure• Security model• Application integration• More

Architectural Design Session (ADS)

ADSContact us at sales@avtex.com

Extranet - What, Why, Who?

What is an Extranet?

Extranets are Websites that connect organizations to employees, partners, vendors, and customers—providing a secure, engaging and personalized interaction with people, information, applications and business processes.

Extranets in BusinessConnecting your business communities for success

Business Growth

Competitive Advantage

Cost Reduction

Partners

Extranet

Customers Partners

Customers Employees

Internet Intranet

Why use an Extranet?

• Reduce supply chain inefficiencies • Interact with your loyal customer base• Extend customer self service strategies• Share business resources with partners• Enable mobile capabilities• Extend remote employee access

Who is the Audience for an Extranet?

Organization ATHE BEST PEOPLE, IDEAS SYSTEMS &

INFORMATION

CommunityINDIVIDUAL EXPERTS

Organization BPARTNERS AND VENDORS

Organization AREMOTE EMPLOYEES,

AFFILIATES, BUSINESS UNITS

PublicCUSTOMERS

Your Extranet

Extranets deliver real benefitsBenefits of a well planned and executed Extranet

Build loyalty

Knowledge

capture

Business growth

Reduce cost

Increase productivit

RemaxAffiliate extranet costs lowered by 75 percent

Benefits

Solution

Higher productivity

Ease of implementation, maintenance

Total cost of ownership 75 % lower

Document library for storing and managing agent referral forms

Discussion forums for encouraging interaction and networking,.

A system for delivering alerts to agents

Jones Lang LaSalleClient facing extranet

Benefits

SolutionCustomers receive comprehensive information on business status

Delivery of up-to-date information on Web pages

At-a-glance dashboards, and data access from other business systems

Enterprise content management boosts productivity, saves U.S.$500,000 yearly

International Web traffic up 100 percent

New capabilities delivered with minimal customization

GafconProject Collaboration Extranet

SolutionSimplified project management proposal tracking system

Mining business intelligence to trackrevenue, division productivity and profitability

Providing customers with secure on-line inspection quotes

BenefitsBetter information faster delivery

Higher productivity – higher revenue

Expanded business opportunities

What Does it Take to Deploy an Extranet?

Extranet Requirements

SecurityPerformance

CollaborationAuthentication

Business Intelligence

New Service Applications

Email Integration

Branding

Employees

LOB ConnectivityMobile Access

Content ManagementSelf Service Portals

CommunitiesSearch

Customer Experience

Extranet ChallengesThe reality of deploying and running an Extranet

Authenticatingexternal users

Understanding audiences, Adoption

Securing and retaining

intellectual property

Cost of maintaining a new system

Complexity capturing exchanges

Information locked in legacy

applications

Why SharePoint for Extranets?

The SharePoint Platform

Increase brand loyalty, lower customer care costs and increase competitive advantage via the SharePoint platform

OPTIMIZEOptimize your cost of doing business with a unified platform

ENGAGEAccelerate interaction and innovation with engaging experiences

CONNECTSecurely connect customers, partners and suppliers with relevant information and tools

Ideal for Extranet Solutions

SharePoint Delivers Real Benefits

Securely connect customers, partners and suppliers with relevant information and tools

• Secure access to systems, people and content

• Quickly and easily authenticate

• Ease of Use

• Make content easily discoverable

• Enable collaboration and knowledge sharing

• Target experiences to build expertise

• Create decision making dashboards

• Unlock legacy content and information

• Start small. Grow fast.

Connect

Engage

Optimize

Accelerate interaction and innovation with engaging experiences

Optimize your cost of doing business with a unified platform

SharePoint Delivers Real BenefitsSecurely Connect

• Easily authenticate• Ease of Use

Connect

Engage

Optimize

Confidently Secure Content

BUSINESS READYSECURITYIntegrate and extend security across the enterprise

Help protect everywhere access anywhere

Simplify the security experience and manage compliance

As organizations look to drive growth, they need to increase collaboration and access to information, but must do so while protecting their assets. Microsoft Forefront delivers comprehensive, end-to-end solutions to help protect virtually everywhere and enable secure access virtually anywhere. The integrated portfolio of products help secure your environment and manage access across data, users, and systems.

Easily Authenticate Users

Vendors, Customers

Partners Employees

Extranet/Internet ZoneClaims Based Authentication

FBAclaims

Windows claims

Claims based-mixed/multi mode authentication

https://corporate.contoso.com

The new claims based authentication model that is available in SharePoint 2010 that will help SharePoint administrators combine authentication types to improve end user experience. You may wish to create and maintain different channels for access by your extranet user groups. The combination of Multimode and Mixed Mode deployments help you to design the right access for your users.

Ease of Use

Fluent UI (”Ribbon”)

In context editing Video streaming, rich media management

Familiar Office experience

It's all about the customer experience and the extranet is a logical extension of the brand. With a wide array of easy to use tools and out-of-the-box Web Parts users can easily add content to sites using point-and-click functionality. Additional Web Parts are available for a wide range of applications from key performance indicators to delivering rich interactive experiences with Silverlight.

Deliver Real ResultsEngaging Experiences

• Easily authenticate• Ease of use

Connect

Engage

Optimize

Make Content Discoverable

Content navigators with exact counts Connecting partners

and customers to resources and expertise

Document thumbnails

Document previews

SharePoint search enables users to find the information they need across unstructured assets (blogs, wikis, presentations, documents) and structured assets (reports, spreadsheets, analytical systems). Empower users to discover the right people and expertise to make better informed and more agile business decisions with business partners and other internal departments right out of the box.

Collaboration and Knowledge Sharing

SharePoint 2010 provides a full set of tools that will allow your employees to quickly create any kind of extranet site from predefined templates inside a single infrastructure. This simplifies site management and publishing of information using one familiar system.

Shared document libraries with granular security

Declare blog posts and wiki pages as records

Targeted Experiences

User A, an internal marketing resource, signs in

Based on permissions, certain information is available to User A

Access to ALL content

User B, an external sales resource, signs in

Based on permissions, user B is presented with a different set of targeted content

User C, an external vendor resource, signs in

Based on permissions, user C is presented with yet another set of content

In this age of user generated content and increased participation, employees, partners, vendors, and customers are all active stakeholders of your product or service. Companies are looking for interactive channels that allow them to collaborate with each of these audiences. The more your organization can adapt, the more likely you are to profit from these changes. SharePoint can help.

Deliver Real Benefits

• Easily authenticate• Ease of use

Connect

Engage

Optimize

Legacy Information Unlocked

The Internet

SharePointExtranet

Customers

CRM ERP LoB Siebel SAP Oracle Web 2.0

Partners Remote Employees

Surfaced in a secure, compelling user experience

External SharePoint users (different languages, locations, needs)

Firewall powered by Unified Access Gateway (UAG), which includes the Threat Management Gateway (TMG)

Microsoft Forefront Security for SharePoint

Easily access legacy systems and content (e.g. connect to CRM to distribute sales leads centrally manage sales opportunities)

Connecting users with the enterprise data they need to do their job – without having to leave the applications that they use today is what SharePoint and BCS is all about. With BCS, you have the capability to connect SharePoint and Office applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.

Improved Decision Making

Detailed shared revenue partner KPIs

Flexible graphic analysis

SharePoint empowers you to collaborate better and make more agile business decisions by providing access to the information your users need, when they need it. SharePoint insights capabilities provide a complete, integrated business collaboration platform that can empower employees to discover, analyze, and share the right information across unstructured and structured assets.

Scalable and Supported

A sampling of the customers realizing the value SharePoint technologies bring to their extranet web based solutions. Let Microsoft help you get started with the next steps to make SharePoint ready for your enterprise.

SharePoint Extranet Architecture

Extranet – Crawl, Walk, Run

CrawlClaims/FBA

HTTPSCodePlex FBA Tool

OOB Branding

WalkClaims/FBA

HTTPSDev. Mem. Provider

Branded SolutionUAG/TMG

RunClaims/FBA

HTTPSDev. Mem Provider

LOB Application Integration

Highly BrandednAppliance w/

UAG/TMGDMZ

Crawl – Claims/FBA

Vendors, Customers

Partners Employees

FBAclaims

Windows claims

Crawl Sample Extranet Architecture

Internet

Extranet Boundary

Firewall Powered by ISA

External SharePoint Users

InternalSharePoint Users

Web Front End

SQL Back End

Walk – Claims/FBA Custom Membership Provider

FBAclaims

Windows claims

Membership Provider

LOB Application Data

Walk Sample Extranet Architecture

Internet

Extranet Boundary

Indexing Server

SQL Back End

MalwareInappropriate Content

Application Servers

Firewall Powered by UAG and TMG

InternalSharePoint Users

Web Front End

Unified Access Gateway (UAG)

Run – Highly BrandedRemax Extranet

Run Sample Extranet Architecture

InternetIndexing Server

SQL Back End

Firewall Powered by UAG and TMG on nAppliance

InternalSharePoint UsersWeb Front End

Application Servers

Unified Access Gateway (UAG)

Threat Management Gateway

Field SalesRep

FinancialPartner

Project ManagerEmployee

CorporateLaptop

Home PC Kiosk

Related Apps

Remote Technician

Unmanaged Partner PC

Instead of the application handling the “checklist” individually, UAG features are overlaid for each resource

File Access

Authentication

Encryption Endpoint Scan

Access Control

SSL VPN Cache Cleaning URL Translation

nAppliance with UAG

Usage ScenariosHow are my users going to use the Extranet?

Scenario Benefit Implementation

Basic Document Collaboration

Simple and everyone needs it

Business Intelligence Provide insight to partners/customers

Configuration/Customization

Customer/Partner Self-service

PO’s, Inventory, Pricing Customization

User BasesWhat types of users will use the Extranet?

User Base Location of Users Implementation

Employees Active Directory OOB

Contractors Active Directory OOB

Partners Partner Active Directory OOB – New Internal ADConfiguration - ADFS

Partners Not Active Directory Customization – ADFS/LDAP

Customer Customer Active Directory OOB – New Internal ADConfiguration - ADFS

Customer Not Active Directory Customization – ADFS/LDAP

AuthenticationHow will my users authenticate?

Authentication Benefit Implementation

Active Directory Existing ExpertiseSimple

Active Directory Federation Services

Still ADDistribute User Mgt

Customization

LDAP/Custom/SQL Flexible Configuration

User ProvisioningHow will external users get created?

Type Benefit Implementation

IT provision Simple and comfortable OOB

Self Provision through Active Directory Front End

Easy for Employees Configuration

Self Provision through Sharepoint

Easy for everyoneVisibility

Customization

Need to also think about – Who owns the userPassword resettingUser validationUser expirationUser auditing

Site ProvisioningHow will sites get created?

Type Benefit ImplementationIT provisioning Single and comfortable OOBProvision through workflow Controllable Configuration

Self Provision through Sharepoint

Easy for everyoneVisibility

Customization

Need to also think about – Who owns the siteWho grants accessSite expirationSite auditingNDA informationRecords Management and/or compliance

Content - ProtectingHow will content get protected?

Type Benefit ImplementationSite or item protection Easy to implement OOBContent Types More granular control ConfigurationRights Management Highest Level Protection Customization

Need to also think about – What kind of content is not allowedData Loss Prevention – Forefront and partners

Content - AuditingHow to log what users do?

Web/Sharepoint Auditing Built in logging and reports OOB

IMP Auditing/Custom Reports

Built in and more granular Configuration

Rights Management More restrictive and granular

Customization

Need to also think about – Recovery of lost informationInvolve Records Mgt and/or compliance team

Content - ExpiringHow to get rid of content?

Site expiration Simple and built in OB

Content Type/IMP More granular control Configuration

Rights Management Expire even when not in Sharepoint

Customization

Need to also think about – Records ManagementComplianceDeleting or Archiving

Other Extranet Considerations

• User Self Service• Security Concerns – SharePoint People Picker• Mobility – Responsive Design

Community Reinvestment Fund (CRF)

• Description of who we are• Our Technology Strategy• Our Extranet Strategy

– Collaboration with outside parties– Secure document sharing– Information distribution

• Demo!• Wrap up and questions

Community Reinvestment Fund

Community Reinvestment Fund, USA is committed to designing and executing new

ways to help small businesses succeed.

It is our purpose.

And, we’ve done it for 24 years.

CRF – A Small Business, Dedicated to Small Business

• Loan Servicing Platform

• Document storage• Intranet• Extranet• Website• Special projects

• Contact management

• Sales process• Fundraising

• Borrower financials• Financial analysis

CRF Technology StrategyBuy when you can, Develop when you have to

Extranet Strategy

• Key features on display in todays demo:

Using extranets to streamline information gathering from outside parties for import into line-of-business systems

Wrap Up

Minnesota User Groups

• Second Wednesday every month• Microsoft Office• 9:00 am – 11:30 am• www.sharepointmn.com

Avtex hosts SharePoint and UC User Groups

• Third Thursday every month• Microsoft Office• 9:00 am – 11:30 am• www.msucug.com

SharePoint Extranet ADS

The two day Avtex Architectural Design Session (ADS) is a great way to start planning an Extranet solution on SharePoint.

An ADS helps to outline a proposed technical approach

• Infrastructure• Security model• Application integration• More

Architectural Design Session (ADS)

ADSContact us at sales@avtex.com

T H A N K Y O U !