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Using sharepoint to solve business problems #spsnairobi2014

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Using Sharepoint to solve business problems Amos Wachanga [email protected] 2014 @wachanga
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Using Sharepoint to solve business problemsAmos [email protected]

2014

@wachanga

Who am I?

• I am Amos Wachanga• A Software Engineer • A Project Lead• A Business Analyst• Who loves solving problems using technology• Who loves Sharepoint• ……and more….

About Techno Brain

We are a leading custom software application provider offering innovative IT Solutions, IT Education and Training and BPO / IT Enabled Services to NGOs, Government and Private organizations globally.

Part of out solutions include Sharepoint based solutions and implementations.

Welcome to our Headquarters (Nairobi, Kenya.)

Agenda

Main objective :- We see how Sharepoint would be used in a practical business scenarios, and how to go about creating the solution

Mini objective :- We get to see some cool Sharepoint features

The Scenario….

Management Team

Sales & Delivery Teams

Finance, Marketing &

HR Teams

IT

(Developers & Administrators)

Public

(Clients, Potential Clients)

Our Business ProblemsCollaboration

Communication

Data collection

Business workflows

Data visualization

Public Website

Data visualization

IT Governance

Reduce costs

……..and some more

Managers

Overall management of the company

Decisions on which route to take

Coordinating the overall business

Sales and Delivery

Collaboration

Must do more with less

Searching for content

…….

Finance, Marketing & Hr

Cost reduction

Get the word out

Employees are engaged

Collaboration

…..and some more

IT (Admin & Developers)

Need to provide a solution

That’s easy to manage

And maintains proper IT governance

SharepointABOUT SHAREPOINT AND NEW FEATURES IN SHAREPOINT 2013

What is Sharepoint?

Sharepoint is a software platform, not just a product

Just as MS Office is not a product, rather it’s a suite of products (MS Word, MS PowerPoint…)

Sharepoint is a large set of functionality bundled together

Sharepoint

ECM

Collaboration

Enterprise Search

Business Workflow

Business Intelligence

Portals

Sharepoint 2013 Feature-set

Enterprise Content Management

Site-level retention policies◦ Compliance levels extended to sites

◦ Policies include:

◦ Retention policy for sites and Team Mailbox associated with site

◦ Project closure and expiration policy

Discovery Center◦ Designed for managing discovery cases and holds

◦ Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content

Enterprise Content Management

Manage all your content on Sharepoint◦ Support for searching and exporting

content from file shares

◦ Export discovered content from Exchange and SharePoint

Team folders◦ Seemless integration of Exchange and

SharePoint to provide best of both world and end user flexibility

Web Content Management

Support the tools and workflows designers use

Variations & Content Translation

Search Engine Optimization

Cross Site Publishing

Video & Embedding

Image renditions

Clean Urls

Metadata navigation

Social

Microblogging◦ Share content, links, and media

◦ Follow people, sites, content, and conversations

Activity Feeds◦ Provides a view into recent activity

related to content, links, media, and people

SocialCommunities◦ Community sites with self-service administration

and moderation

◦ Modern community features such as achievements and reputation

Discussions◦ Modern discussion boards

Blogs◦ Client application integration

◦ Categories, comments, and moderation

My Site Host - The Landing Page

Newsfeed: shows you updates on social activities for items and people you are following:◦ People posts◦ People profile changes◦ Changes on followed documents◦ Items tagged with followed tags◦ Mentions

◦ Activities: all my activities

◦ Likes

◦ Company Feeds

My Documents

Provides a single place for users to create, share, collaborate and follow important documents

In 15 my sites have a single document library that can be user for private document as well as documents shared with others

So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with:

◦ All: provides an overall view of documents in the My Documents

◦ Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents

Offline Libraries: Folder SyncProvides quick and easy access to Document Libraries in the familiar Windows Explorer experience.

◦ Works for My Documents as well as other SharePoint 15 Document Libraries.

Makes your documents accessible online, offline or in-between and your changes are automatically synced

◦ Syncs libraries across multiple devices

Overlays on files and folders so you can easily tell if your content is in sync.

Enables quick access to useful options in the System Tray area.

My Tasks

Search

New Search architecture with one unified search

Personalized search results based on search history

Rich contextual previews

Business Intelligence

Excel BI◦ Instant analysis through In Memory BI Engine

◦ Power View Add-in

Excel Services◦ Improved data exploration

◦ Field List and Field Well Support

◦ Calculated Measures and Members

◦ Enhanced Timeline Controls

Business Intelligence

PerformancePoint Services◦ Filter enhancements and Filter search

◦ Dashboard migration

◦ Support for Analysis Services Effective User

Visio Services◦ Refresh data from external sources – BCS and

Azure SQL

◦ Supports comments on Visio Drawings

◦ Maximum Cache Size service parameter

◦ Health Analyzer Rules to report on Maximum Cache Size

Mobile

Classic and Contemporary views for mobile browsers

Automatic Mobile Browser Redirection

Target different designs based on user agent string

Office Mobile Web Apps◦ Excel

◦ PowerPoint

◦ Word

Push notifications

Themes

The themes engine has been completely reworked

Everything is now based on HTML instead of proprietary format – including support for HTML5◦ PowerPoint is no longer used to create custom themes

You get much richer themes and common building blocks for customizing them◦ A background image, palette and fonts with live preview

You can “try it out” to see how it looks

Theme Gallery

This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:

For DevelopersFarm

• Full trust solutions

• Customizations to

file system of servers

• Classic model from

2007

Sandbox

• Declarative elements

• Partially trusted code

service still included

for limited server

side support

SP Apps

• New Apps model

• Deployed from

corporate catalog or

office market place

• Manage permission

and licenses

specifically

• Preferred option

How to create the Solutions

Step 1: Identify the business needs of the usersTHIS IS JUST BUSINESS ANALYSIS & REQUIREMENT GATHERING

Management Team

Sales & Delivery Teams

Finance, Marketing &

HR Teams

IT

(Developers & Administrators)

Partners

Public

(Clients, Potential Clients)

Step 2: Evaluate which components of Sharepoint are Required and how they map to the Business NeedsTHIS HELPS TO DETERMINE WHETHER SHAREPOINT IS THE ONLY TOOL REQUIRED AND HOW SHAREPOINT MAPS TO THE REQUIREMENTS

Sharepoint 2013 Feature-set

Step 3: Procurement and SetupDURING THIS STEP, PROPER PLANNING IS REQUIRED (HARDWARE REQUIRED, SOFTWARE REQUIRED

For Example: Procurement and Hardware Sizing…..

Planning:

Proper hardware sizing

Software setup

IT policies and Governance

Administration:

Users Management – FBA, AD

Backups and Disaster Recovery - Options

Example : Hardware SizingWeb Application Server

Processor 64-bit, four cores

RAM 4 GB for developer or evaluation use

8 GB for production use in a single server or in a multiple server farm

Hard disk 80 GB for system drive

Maintain twice as much free space as you have RAM for production environments.

Database Server

Processor 64-bit, 4 cores for small deployments

64-bit, 8 cores for medium deployments

RAM 8 GB for small deployments

16 GB for medium deployments

Hard disk 80 GB for system drive

Hard disk space is dependent on the size of your SharePoint content

Step 4: Deployment, UAT and User Training IMPLEMENTATION STAGE

And we have //!

Demo @ SPUG

Case StudyLANDS INFORMATION SYSTEM

Thank you!

Amos Wachanga

[email protected]

@wachanga

2014


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