Outlook & SharePoint Familiarity = Adoption
Bruce Norman SmithSharePoint Consultant & Information Management Advisor
Forged in Winnipeg, honed in Ladysmith & Vancouver, and battle tested in Montreal & Gatineau - Bruce now calls Victoria his home.
Bruce’s customer service, governance and logic skills came from working as a sales person in small family retail businesses & studying the History of World Religions at UBC & McGill University (BA’04).
Bruce’s technical skills started at an early age during the Logo/Turtle boom of the early 1980s and quickly developed into a passion for videogames. A Master’s degree in Library and Information Studies (MLIS ‘08) refined these early skills with training in business process analysis, database design, xml metadata development, and records management / archival theory and methods. He’s worked in depth with MOSS2007 at Environment Canada and SP2010 Enterprise at Medical Council of Canada.
Bruce’s Blog: http://seek.itgroove.net Bruce’s Website: http://ad-esse.net
Learn to walk before you learn to run
About this presentation
It’s a training & change management tool for business users
There should be no big surprises, you may feel like you already know this
If you’re a SysAdmin, Dev, BA, QA or IM professional, take this opportunity to imagine how you might deliver this presentation to your business users
Maybe we can even shake up the style of this user group a little bit & get some fresh faces in here!
The $ Money $ Slide
What if I told you 5 hours of business user training could save you 235hrs/yr?
1 Helpdesk staffer, responding to 2 hours of basic SharePoint questions a day?
480 hours/year!
$10,000/year in salary!
What could they do with 240 hours a year?
Professional Development? Learn to configure a new server?
Script/Automate a process?
‘We are what we repeatedly do. Excellence, then, is not an act but a habit.’
~Aristotle
We <3 Outlook!
If you were only allowed only one app at work…
If you need to get approval from an executive fast…
Work, collaboration, and social all in one…
A personalized interface with your name…
Somewhere you have the power to organize information in a way that makes sense to you…
An app to track your calendar and to do tasks
A place to see your contact information
Seriously, where can I get this magical app!?
The problem with email…
There's a lot of it!
The cc / reply all / reply / bcc / fwd game
Staff leave & corporate information is stuck in their personal inboxes
Head-to-Head: Messages
Email Announcements
About this fileDriver License
Name: McLOVINAddress: 892 MOMONA STCity: HONOLULUState: HIZIP: 96820
Number: 01-47-87441
Etc.
There’s no mystery to this!Anybody can describe what’s important to know about a file/form/document.
Head-to-Head: Meetings
Appointments Events
Head-to-Head: To Dos
Tasks Tasks
Head-to-Head: People
Contacts Contacts
Sync to Outlook• Tasks• Contacts• Calendars
Head-to-Head: Shared Documents
Public Folders (ca. 2003) SharePoint Libraries
Head-to-Head: Post Its?
Notes There’s an app for that?
Head-to-Head: Journal?
Journal Entries Try OneNote or a Custom List
Head-to-Head: Browse
Views Views
Head-to-Head: Search
Search
SEARCH!
Turn your form into a Content Type
Meeting Agenda Description
Date
Invitees (names with presence)
Status (draft, reviewed, approved)
Template (from MS Word)
Policies (e.g. Auditing, Barcode)
Workflow (e.g. Approval)
& more!
Your 1st Content Type!
If you can use Outlook, then you already know how to use SharePoint.
Outlook SharePoint
Public Folders Libraries
Emails Announcements / Yammer?
Appointments Events
Tasks Tasks
Contacts Contacts
Notes Lists
Journal Entries OneNote / Lists
Views Views
Search Search
…
