Social media and intranet case studies, best practices, & evolution by Toby Ward.

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Web Development & Design Blogs - Blog Top Sites © 2009 Toby Ward. All rights reserved.
View Article  SharePoint dissected (MOSS 2007)
(PHILADELPHIA, PA – J. Boye) Insights from CMS Watch founder, and co-author of the CMS Watch Report, Tony Byrne.

Tony Byrne, CMS Watch:

  • SharePoint is part product, part platform, part ecosystem – a collection of technologies that have varying degrees of finish

  • Under-reported and under-appreciated dimension of SharePoint: built solidly on (almost) latest .NET platform

  • Be cautious of developer/integrator enthusiasm

  • Keep Implementation of SharePoint Simple (KISS)

  • Embrace configuration, some customization and integration, avoid extension (e.g. building custom applications, etc.)

  • The latest marketing from Microsoft is “to really finish or complete MOSS you should look to external partners.”

  • Oxcite, 3rd party open source blog tool for .NET (not SharePoint)

  • Just because a firm is a Microsoft partner, doesn't mean they have SharePoint expertise

Cautions:

  • Some MS partners / vendors are in over their heads

  • Not all are experts in all SP services

  • Temptation to over-engineer

  • Experienced integrators are in high-demand

Caveats:

  • Test performance, reliability, and security features carefully

  • Contrast software with "consulting-ware" (developed once for a client and re-sold)

  • Remember: its not just another module, but another vendor

  • Many partners fervently hope that MS will buy them, but Redmond typically recreates rather than acquires

  • This can be very inconvenient for you down the road with MS upgrades SharePoint


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View Article  Intranet CMSs
How many organizations are using a CMS for their intranet? What about a portal solution?


Respondents to the Intranet 2.0 Global Survey provide (530+ organizations ranging from small to huge, in all corners of the globe: 36% come from the U.S.; 24% from Europe; 60% have more than 1,000 employees; 32% have 6,000 or more employees) some very good insight into the use content management systems (CMSs), as well as portals and Intranet 2.0 tools.


Key findings:

  • Less than 2/3s of organizations use a CMS for their intranet (62%)

  • 24% use a custom built CMS (home grown CMS)

  • 25% use an off-the-shelf solution

  • 11% use a portal solution

  • There is no dominant CMS solution – no one vendor has more than 20% market share

    • Microsoft SharePoint is used by 20% of those that use a CMS

    • Interwoven, Documentum and Vignette each have 4% market share

    • No other solution was cited by more than 8 organizations (2.5% share)


Clearly SharePoint's dominance in the market is showing here. Though only 20% of the respondents are using it as a CMS. For those that have implemented Intranet 2.0 tools, SharePoint (MOSS 2007) is present in 46% of the organizations (though some organizations are using multiple tools including SocialText, Confluence and MediaWiki). In other words, SharePoint is being used as a CMS, but its not its strength which is collaboration sites, document sharing, and portal functionality / features. SharePoint is more often being used for collaboration and portal functionality.


My full presentation on the Intranet 2.0 Global Survey findings is next week at J. Boye – Philadelphia 2009. There are still spots left if you want to register now (and some great case study presentations as well). The full study findings will be sent to survey participants only in mid-May (TBA) followed by a participant only webinar (yes you have to take the survey to get the results).


Speaking of intranets and measurement this is a great free webinar with a terrific case study from PNC Bank: Measuring Intranet Success in the Real World (Case study with PNC Financial Services group) Date: Thursday, 12pm EST – Register Online.


ALSO...


Social Media Webinar for Educators

This webinar is free and designed for university professors, instructors, and students. Topics for discussion include the role of the new media, how the Web is evolving, and what to expect in the future. Best practices and tips for how to engage with others and build trust in a virtual world will also be discussed. Hosted by Plank Center, the one-hour discussion and presentation is on May 1, at 1:30 CDT.


Moderated by Keith Burton, President, InsidEdge, presenters include Robert French, Instructor, PR & Digital Media, Auburn University; Jeff Beringer, SVP, Dialogue/GolinHarris, and Toby Ward, Founder and CEO of Prescient Digital Media.


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View Article  Planning for SharePoint success
Like the content of your website or intranet, planning and governance is technology agnostic; whether its SharePoint or another portal or content management platform, the necessity for and the approach to governance is the same. Given its technology neutral status in the realm of website and intranet evolution this module on planning and governance is largely applicable to any technology platform and as such is generic to start.


While generic in nature, there are some components of SharePoint that require specific consideration, and are discussed and addressed by the interviewed subject matter experts and the included case studies (see Planning for SharePoint Success).


Without proper architecture and governance, I can guarantee you that SharePoint will fail,” says Bob Mixon, President of Mixon Consulting, addressing the annual Enterprise 3 conference in San Diego.


In particular, the powerful Team Site features and easy deployment features (Site Collections) of SharePoint make it even more demanding of a rigorous plan and detailed governance model. While intranet governance provides clarity and rules: namely the titles, roles and responsibilities of its owners, managers, stakeholders and contributors.


Sadly, very few organizations actually have a well-defined governance model, and many of those have spent hundreds-of-thousands to millions of dollars on their website or intranet – amounting to extraordinary investments left to chance and execution on a whim.


According to the Intranet 2.0 Global Survey:


  • only 47% of organizations have a defined governance model (32% have 6,000 employees or more; 11% have 30,000 employees or more);

  • of the tools and platforms being used by survey participants, a whopping 47% are using SharePoint (MOSS 2007) in some shape or form.


Intranet Sprawl


As IP technology has advanced corporate intranets have become more complex and interactive including human resource and purchasing applications, collaboration tools, business intelligence and real-time reporting tools. Some organizations without intranet governance and enterprise standards (for web page and content creation) have seen the birth of individual intranets for every department and work team. “Do-what-you-like” was the only rule and the corporate network became the wild west or ‘intranet sprawl’.


'Intranet sprawl' can be a poisonous side-effect of SharePoint Team Site and site collection use without the proper “rules” for deploying and managing sites. However, its not merely a SharePoint problem. At one point at the turn of the millennium, IBM's network was choked with approximately 10,000 intranet sites before they undertook a governance process and federation (consolidation campaign) that saved the company untold millions (IBM claims its saved more than a $1 billion).


Perhaps more so than most, SharePoint (MOSS 2007 or WSS) requires a governance model. I categorize intranet governance by four broad approaches or models:


  • Decentralized (no single owner; do-what-you-like)

  • Centralized a single owner or department controls it all; highly bureaucratic; common in small organizations)

  • Collaborative (shared ownership via committee)

  • Hybrid, centralized (single owner, with collaborative accountability, decentralized content ownership)


Learn more about planning and governance for the corporate intranet, with a specific focus on MOSS 2007, during our free webinar Planning for SharePoint Success (April 13).


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View Article  SharePoint governance & intranet ownership (MOSS 2007)
I'm not really sure who owns the intranet.” This is a far too common refrain cited by many clients and conference attendees alike when answering questions about intranet ownership. Shockingly, even the folks in Communications and IT often answer with confusion -- even sometimes believing that they are at least a part owner, but unsure who the real owner is. 


How can you operate a successful business or system if there is no clear owner? You cannot; it is simply impossible to achieve any long-lasting success without a clearly defined ownership and management structure. Far from being a buzz word or consultant jargon, intranet governance provides clarity and rules: namely the names, roles and responsibilities of its owners, managers, stakeholders and contributors (be it content, technology or other).


Imagine a platoon without a lieutenant, your HR department with no head, or your public website without an owner. All might might survive for a few weeks, maybe a year or two, perhaps, but all would die a slow death until someone put it out of its misery.


Politics and the issues of control, ownership and standards go hand-in-hand with intranet management and perhaps these issues more than any other have driven the requirement for defining governance models. Sadly, very few organizations actually have a well-defined governance model, and many of those have spent hundreds-of-thousands to millions of dollars on their intranet – amounting to extraordinary investments left to chance and execution on a whim.


According to the Intranet 2.0 Global Survey only 47% of organizations have a defined governance model (of which 32% have 6,000 employees or more; 11% have 30,000 employees or more). Of the tools and platforms being used by survey participants, a whopping 47% are using SharePoint (MOSS 2007) in some shape or form.


However, SharePoint is not getting the governance it deserves. According to the Global Intranet Trends 2009 report, which highlights detailed intranet findings and lessons from 227 participant organizations, 55% of organizations have implemented or are considering implementing SharePoint; a pitiful 30% of those SharePoint implementers have an intranet strategy. A stunning finding; I would be amazed to learn how the intranet managers or executives in these companies actually got their jobs.


However, if ever there was a platform or tool that required governance, it's SharePoint. “Without proper architecture and governance, I can guarantee you that SharePoint will fail,” says Bob Mixon, President of Mixon Consulting, addressing the annual Enterprise 3 conference in San Diego.


One MOSS expert, who prefers to remain anonymous when citing this particular client, tells of a major bank in the U.K. that upgraded to MOSS in 2007. A little more than a year later the bank had 23,000 instances of MOSS – a a massive problem for the bank. “The way it was deployed and structured was deplorable… but that’s the bank’s fault, not Microsoft’s.”


As I'm fond to continually reiterate, an intranet is one part process, one part people, and one part technology – and the technology is the least important component. An intranet cannot work on software and hardware alone. More specifically, Microsoft provides the software, it is the client's responsibility to build the plan and intranet governance.


When building an intranet a governance model for MOSS, or any other intranet, the major components should include:


  • Defined ownership structure (names and titles)

  • Roles and responsibilities (jobs and duties)

  • Decision making process (who is responsible for what and when)

  • Content and development policies & standards (the rules of establishing pages, sites and content)


Implementing proper governance for MOSS (or any intranet) does require some experience and an outside third-party expert or intranet consultant is strongly recommended if there is any hint of internal politics or competing priorities amongst intranet stakeholders. An outside intranet consultant is considered mandatory if HR, Communications, IT and all the key departments and business units are not in explicit agreement as to who should own the intranet and what the model should look like.


SharePoint may be the World's most popular intranet platform that is loaded with bells and whistles, but without the proper planning and governance, a MOSS intranet project could become your organization's most expensive productivity drain.



RELATED READING:


Intranet governance

The Politics of Intranet Ownership

Collaborative Intranet Governance (Intranet Politics Part II)

Intranet management is plural

Why is the intranet so political?



RELATED READING ON MOSS 2007 (SharePoint):

Advice for SharePoint customers

Sharepoint to be the new Windows?

The pros and cons of SharePoint (MOSS)

SharePoint overview (pros & cons, MOSS)

SharePoint requires proper architecture & governance


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View Article  Web content management matures

“The Web content management market is mature and expanding,” says Gartner’s latest MarketScope for Web Content Management (MacComascaigh, Gilbert, Bell, Shegda, Andrews). “Vendor consolidation has fallen (slowed)… functions such as workflow, ease of use and multi-site management are no longer differentiating factors; they are the norm.”

 

Findings:

 

  • Open source solutions (OSS, represents only 3% of the total WCM market) are increasingly stable, robust and growing in market share
  • Web 2.0 phenomenon is driving WCM innovation
  • Change management and user adoption will need to be applied to both internal and external users
  • The total WCM market, at $750 million per year, will grow at an annual rate of 15% through 2012 (representing 25% of the total ECM market)

 

Recommendations for implementing a new WCM system (CMS):

 

  • Develop specific business goals and link these to business objectives
  • Understand the cultural shift represented by Web 2.0
  • Interoperability (multiple systems working together or migrating from one to another) needs to be considered, as does rationalization of multiple WCMs
  • Hosted SaaS solutions are not growing as fast due to business and technical reasons
  • Total cost (TCO) of OSS solutions should take into account initial price tag

 

Highest rated vendors (strong positive):

 

  • Interwoven
  • Ektron

 

Lowest rated vendors (caution advisories):

 

  • IBM (Lotus)
  • Mediasurface

 

Also of note:

 

  • Vignette gets a positive rating but with caution due their financial performance (also read Vignette still in transition)
  • Microsoft SharePoint (MOSS) is listed as a very average “promising” with lots of caveats and listed weaknesses (see What the experts say about SharePoint (MOSS)
  • Gartner estimates a typical replace of a WCM system to be around 5 years

 

My analysis:

 

Gartner’s MarketScope is somewhat different from the average Magic Quadrant in that the qualifying vendors must have $10 million in licensing revenue to qualify, and there is no magic quadrant but rather a 5-point rating scale:

 

  • Strong negative
  • Caution
  • Promising
  • Positive
  • Strong positive

 

While there are hundreds of WCM solutions (thousands, really) only 17 qualify.

 

The report is concise and solid intelligence for a representative snapshot look at the current marketplace. This report is a good starting point to understanding the market, but is not an adequate tool for helping an organization select a CMS. If you have significant experience with WCM (CMS) and have very detailed and documented requirements and plans for WCM, then a better report is the CMS Watch Web CMS Report 2009. If you don’t have a solid understanding of the market and solutions, and what to watch out for then you better consider Prescient’s CMS Blueprint service.

 

Additional notes on vendors:

 

  • Interwoven – Though due for a major tech upgrade, I like how Interwoven has evolved in the past couple of years. The updated, AJAX-powered U; the campaign management functions, etc. This is a very powerful system, but overkill for an intranet… it’s sweet spot is the external, product marketing website.
  • EPiServer – the Swedish-based vendor is a real up-and-comer – and it’s average contract value is below $10,000 which gives all the others a run for its money.
  • IBM (Lotus) – despite its caution rating, this is still a reasonable solution… if you’re a Lotus shop and/or use WebSphere. Outside that, there are far too many good-looking alternatives.
  • Microsoft – I think it’s generous to label SharePoint (MOSS) as WCM. It really is a portal / development platform that is really quite weak bang-for-the-buck for WCM. Garter cites its weaknesses particularly “ease of content reuse, multisite management, workflow and enterprise-level federation capabilities such as replication and multi-farm synchronization.” MOSS is a good enterprise portal solution in a small to medium-size organization.

 

What is absent:

 

The Content Management Interoperability Services (CMIS) specification or standard was ignored in this report.  CMIS defines a model or framework ensuring that content can be used by one or more Enterprise Content Management repositories or systems. Frankly, I wouldn’t buy a WCM (CMS) if the selling vendor hasn’t agreed to implement this standard.

 

ALSO SEE:

CMS Blueprint service for selecting a WCM (CMS)

 

CMS Watch Web CMS Report 2009:

 

ALSO READ:

Content Management Proves Costly Without Planning

SharePoint overview (pros & cons, MOSS)


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View Article  Web Idol 2008

(AARHUS, DENMARK: jboye08) You’ve seen American Idol, and perhaps even the brutally awful version from Canada, Denmark, the UK and others… and now there’s Web Idol, for CMS vendors.

 

A fast-paced, entertaining set of competitive demos alla American Idol. Five CMS vendors present 7-minute demos showing the best features of their CMS systems. Five succinct, comparative presentations are judged by an expert panel of judges that offer pithy commentary. However, like Idol, the audience vote for the winner!
 

This year’s judges:

 

eZ systems is the defending champ from both Web Idol 2006 and Web Idol 2007 and faced easy competition.

 

This year’s competitor’s:

 

  • e-Spirit
  • eZ Systems
  • Hippo
  • SDL Tridion
  • Sitecore

 

The presentations:

 

  1. Sitecore led-off and did competently in the 7-minutes provide for the demo. I like the insite editing alla Red Dot. The ciritcs were fair, but critical.

 

  1. SDLTridion followed and was… confusing. I like the on-page AJAX driven editing without having to load multiple windows. I like the Tridion folks, but the critics were harsh.

 

  1. Open-source CMS Hippo was next-up. More focused, I like the drag-and-drop AJAX interface under user management. I don’t like the lack of in-site editing – it’s the 21st century. To quote Tony Byrne, “…like a hippo it’s (the CMS) potentially fatal to humans.” Overall, the judges appear to like Hippo best… thus far.

 

  1. eZ ran in 4th. The two-time defending champ and open-source CMS led with a very smart demo site that included advertising and lots of multimedia, and even Google maps. I like the integration of commenting and Web 2.0 with the in-site (in-context) editing. The judges seem confused and uncommitted.

 

  1. e-Spirit in the anchor position had a very competent, but lightning-fast confusing demo. The presenter was very quick and the system seems quite capable… but drab. The speed of the demo confused me greatly… I couldn’t follow what he was doing or why. Unlike the other vendors, e-Spirit finishes early… but I’m confused. I shall not be casting my vote for e-Spirit. The judges also seem confused.

 

Tony was a very good judge with some very good remarks, analysis, and quite funny. Erik and Claudia however looked and sounded lost… Where have all the good judges gone?

 

VOTING

 

Remember, like Idol, this is not comparative analysis of which CMS is best, it’s a popularity contest based on a lightning fast demo. The winner is voted on by the audience. I voted for eZ Systems. I like the AJAX, multimedia and Web 2.0. The demo site was nice and progressive.

 

The audience cast their votes…. And the winner is…Denmark-based Sitecore (1st time winner).

View Article  SharePoint overview (pros & cons, MOSS)

(AARHUS, DENMARK: jboye08) “MOSS is very good for very good in smaller, workgroup environments,” says Alan Pelz-Sharpe, analyst, CMS Watch and his presentation on Evaluating SharePoint. “It’s not traditionally very good for 5,000 or 10,000 concurrent users.”



 Content and Code's visual representation of the SharePoint Platform 


CMS Watch’s approach / focus to evaluating MOSS:


  • Customers that are making a purchase today (or shortly)

  • Independent, specific advice for end users and buyers

  • We never work for vendors… and in fact can be (even) ‘rude’ or honest about some products

  • We have a reputation of being anti-SharePoint; not true, we’re independent and in fact we’ve recommended MOSS to many

  • Sometimes however MOSS has not always been accurately advertised; not they’re (MS) dishonest, but it (MOSS) not always the best fit for an organization


PROS:


  • MOSS is really unusual: a lot of different dynamics

  • Most people are fairly happy with SharePoint

  • SharePoint is an end-user’s dream with some exceptions; users are usually very happy

  • For building small collaborative environments, it’s nearly perfect (I’m exaggerating for affect)

  • File sharing

  • Team sites

  • Well priced for small organizations


CONS:


  • Those that aren’t happy with it are those that use MOSS where it’s not a good fit

  • Those that aren’t typically happy are those that are in-charge of governance, legal, etc.

  • Before MOSS there was chaos… now the chaos is more visible with MOSS (and its bringing more visibility to this chaos)

  • Enterprise content management (ECM) which demands strict controls (compared with Documentum, Oracle, FileNet and IBM)

  • Very poor at index/search of non-MOSS info

  • Search results can be unexpected out of the box

  • Project / task tracking

  • Social networking

  • Discussion & collaboration and communication

  • Trouble consuming its own RSS feeds (authentication issue)

  • Pricey for larger organizations


Case study example (editor’s note: SharePoint sprawl):


  • There’s a bank HQ’d in the UK and they have SharePoint… started using it as a test in 2006 and immediately upgraded to MOSS in 2007… and now have 23,000 instances of MOSS… and it’s a massive problem for the bank

  • The way it was deployed and structured was deplorable… that’s the bank’s fault, not Microsoft’s

  • How to bring it under control? I’m not entirely certain…”


MOSS SharePoint history:


  • Initially a countermove to the success of Lotus Notes

  • When SharePoint was formally launched in 2003 MS had very low expectations

  • The initial success was very high… MS was stunned and very pleased

  • MS managers were stunned… “Why is it such a big success?”

  • The success was in users deploying it as a light-weight portal

  • MOSS launched in 2007 and updated to .NET 2.0 / 3.0 as a development platform


Recurring Threats:


  • Separation between underlying “free” Windows platform and richer portal product with extra services, for a fee

  • If you’re an MS enterprise client, you will get most MOSS services for free

  • Traditional disconnect between SharePoint and .NET (mostly resolved in 2007) (e.g. MS is very large but very much like a college campus with many different groups and departments… that don’t necessarily talk to each other… and there are times that products get ‘out-of-sync’ with each other

  • Endemic confusion about what resides in SharePoint and what does not (and licensing implications)

  • MOSS is very good for very good in smaller, workgroup environments (it’s not traditionally very good for 5,000 or 10,000 concurrent users) (e.g. Oracle on the other hand focuses on larger enterprises and are traditionally  “terrible” at the workgroup level deployments)

  • MOSS has to run on a MS technology stack (.NET, Windows Server, SQL server)

  • I’m not really convinced that there really is any business intelligence (in MOSS)… though MS says there is.”


Current SharePoint Product Universe:


WSS

  • Foundation components, free with Windows

  • Basic collaborative features


MOSS

  • Fee based server product that extends WSS

  • Advanced features like CMS, personalization, forms processing and Excel services

  • Some enterprise features not included


SharePoint Search

  • Search engine for MOSS

  • Can crawl a number of different content sources, including Exchange (email)

  • MOSS Standard can only index 500,000 pages


Forms Server

  • Form rendering and processing (“One of the best features of MOSS… I love this. Really good value add.”)

  • Used in conjunction with InfoPath to deliver electronic forms via the Web

  • Still retain interactive attributes provided via InfoPath


Key functions:


  • Functional capabilities:

  • Enhanced search

  • Business data catalog

  • Excel services

  • Forms services

  • Shared services: farm-level services

  • User import/management

  • Search engaging configuration

  • Basic usage reporting

  • Profile-based site for individual users

  • MySite

  • Both profile and personalizable home page

  • Somewhat controversial

  • Actually provisions entire site collection


Things that can affect pricing:


  • Extent of external connectors and licenses for “Internet Site” licenses

  • Enterprise vs. Standard CALs (licensing)”

  • Search

  • Forms

  • Implementation costs

  • Customization costs

  • Systems integration


ALSO READ:
The SharePoint Plan (MOSS)

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View Article  World’s largest mashup on ECM

Bill Ives brought to my attention ECMHUB 2.0 “described as the world's largest mashup focusing on the ECM and KM industries and married it to web collaboration.”

While Tony Byrne and CMSWatch.com are good places to start for intelligence on enterprise content management (ECM), Ives explains the size and importance of ECMHUB 2.0 is:


”First they created a generic Yahoo Pipe that reads Google Spreadsheet information that lists hundreds of ECM industry RSS feeds including blogs, news, webcasts, questions, RFPs, and videos. Then they take the feeds and caches them into Google. Using Google App Engine they built an "on demand" feed caching and refresh application. This means the latest articles are instantly retrievable within only a few seconds and the individual feeds are automatically rebuilt with a push of a button. They then built "cloud communities" around the feeds adding comments, ratings, web conferencing, and 3D chat. Currently, they have support for over 40 communities with over 5,000 daily articles. Finally they wrap the entire application using Javascript with an AJAX foundation. The site says that "this means instead of navigating from page to page like a traditional website, you navigate by retrieving web page data on demand. When you click on a community, for instance, the main page area will clear and show an animated star indicating that new data, such as the latest news, is currently loading."

 

Many people are still confuse about ECM and whether or not they need it. My presentation 2 weeks ago on CMS Trends Traps & Tips 2008 provides a decent summary and explanation (follow the link to the presentation on SlideShare.net)

 

Also Read Jed Cawthorne’s full article and comparison tables on CMS or ECM - What is the difference?

 

RELATED READING:

Buying or moving to a new CMS? Be very careful…

Analyzing Enterprise 2.0 software

 

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