Benchmarking SharePointThe SharePoint Maturity Model

Torben Ellertte@surfray.com

torbenellert

@torbenellert

A video recording of this webinar session can be found at:http://surfray.com/resources/webcasts/496-sharepoint-maturity.html

The Challenge

How do you benchmark SharePoint?

UsageDocument Management

Intranet / Extranet

Webside platform

CostsVisible Costs

Invisible Costs

User uptake

Agenda

• SharePoint Maturity Model (SPMM)

• Practical Example: Search

• Summary

SharePoint Maturity Model (SPMM)

• Based on the Capability Maturity Model (CMM)

• Developed by Sadalit Van Buren (@Sadalit #spmaturity )

• Holistic model that sets up benchmarks for SharePoint

• Not developed for use on public-facing sites!

• Data basis is spread of three SP generations over 9 years

• The model is free to use, if you share your data (anonymously)

http://www.sharepointmaturity.com

SharePoint Maturity Model (SPMM)

Publication

Collaboration

Business Process

Search

Core

People & Communities

Composites & Applications

Integration

Insight

Advanced

Infrastructure

Staffing & training

Customizations

Readiness

The Sharepoint Circle

SharePoint Maturity Benchmarks

• PublishingHow is content delivered to various usergroups?

• CollaborationHow do groups collaborate internally & externally with SP?

• Business ProcessesAre related workprocesses interlinked, across organisational divides?

• SearchCan relevant content rapidly be located?

Core Maturity Areas in SP

No taxonomies in place, only standard sites, workflows and search. No or onlypoorly defined processes

Standard properties used, some custom templates, document version, and user-reactive elements in workflows

Managed (custom) metadata in place, discussions take place within sharepoint. Workflows are fully reactive, and cross department lines. Best-bets are utilised.

Document management w. revision. Universal use of collaboration tools. Emailcapture. Search is adaptive, with custom metadata and may be actionable.

Content is user-specific without duplication. Workflows cross firewalls, deprovisioning in place. Search is fully scalable, with possible autotagging.

SharePoint Maturity is Asynchronous

• Certain areas are better developed than others

• Organisational needs vary, this impacts maturity

• Uptake can vary by group

• Legacy issues can delay maturity

Multiple Tiers of Maturity

• Maturity is a function of time

• Each generation improves on the last

• Later generations display less spread in extremes

Practical example: search

100Out of box functionality for query, results, and scopes; some additional content sources may be indexed.

200 Custom scopes and iFilters employed to aid the search experience

300Search results are analyzed. Best bets and metadata properties are leveraged to aid the search experience.

400Content types and custom properties are leveraged in Advanced Search. Results customized to specific needs, may be actionable.

500Users understand relationship of tagging to search results. Automated tagging may be used. High volumes can be handled.

Practical example: search

• Search: Level 400”Content types and custom properties are leveraged (in Advanced Search). Results customized to specific needs, may be actionable.”

• Areas of focus:Content types & Properties (XML)

Results customised to specific needs (XSLT)

May be actionable (XSLT / JS /.NET)

Real-world examples

• Extending SharePoint RefinersEdit Standard SP Search Webpart

Edit XML to add a custom property for user filtering

Deploy the changes

(Bugfix)

Standard SharePoint 2010 Search Center in edit mode

Real-world examples

• Customising Search & Result PagesAdapt XSLTs to match branding needs and presence

Use XSLT to drive content-specific logic in results

http://www.wollongongtouristparks.com.au/ http://www.isaca.org

Real-world examples

• Actionable resultsWhat specific business processes should be triggered?

What audiences and contexts should they appear in?

Ontolica Enterprise Search for SP 2010, showing tagging interface

Summarizing

• ”If you can’t measure it, you can’t manage it”

• Maturity takes time, but can be planned

• And it can most definitely be executed

• Choose your fights carefully

• Explore standard functionality, and its costs

• Find appropriate third party solutions

Q&A

Torben Ellertte@surfray.com

torbenellert

@torbenellert