Social media and intranet case studies, best practices, & evolution by Toby Ward.
View Article  SharePoint for ECM: 5 big enhancements

(LAS VEGAS) Lest you be tingling with excitement about the potential enhancements to your less than spectacular content management system, there are two realities for SharePoint 2010: what is promised, and what is hoped for.

 

Those working with MOSS 2007 can be forgiven for the vacuous deflating sound from their proverbial balloons – those familiar with 2007 promises that don’t materialize as promised (e.g. People Search); others attending the annual SharePoint Conference in Las Vegas can be forgiven for their rapid inhalation of hot air as there is great reason to be optimistic, even excited.

 

Nonetheless, I’ve been both impressed and underwhelmed with what I’ve seen, but more time is needed for Microsoft to complete the beta testing and final refinements before 2010 ships to customers in the spring of 2010. When I asked SharePoint chief Tom Rizzo to explain how he thought the content management functionality compared with other market leaders, Rizzo – speaking as a proud, if not slightly defensive father – instead turned the question back on me: “I challenge all of the other vendors to offer as comprehensive a platform as SharePoint – nothing comes close.” Touché!

 

Here are five of the biggest impact, promised improvements to enterprise content management (ECM) that I’ve seen with my own two eyes, and even used (albeit with mixed success as the ‘lab’ demos are not all working as promised, and a demo is in fact just a demo):

 

1-     Publishing platform – the entire publishing platform is, in essence, a wiki. You can choose to lock down wiki or public authoring rights, extend them to some, or extend them to all. However, it is possible to create sites as wikis. The wikis come with complete version control, history and permissions, and the rich editor or “ribbon” functionality (as seen in Word 200).

2-    Web content management (WCM) – communications professionals rejoice: publishing news and other static content just got a lot easier. The new publishing includes the new “ribbon” user tool that opens when you click on a page or a document, or you simply hit the edit button at the top of a page. Instead of opening a content ‘template’ the new publishing features in-context editing: click on whatever piece of content you want to “edit”, and edit right there on the page (just as you would a wiki). New image tools allow for better control and manipulation of photos, and you no longer have to make the extra step of uploading a photo to a document library before you input it into the page – you can now pull images right from your hard drive, or a website URL.

3-    Records management (RM) – Microsoft has invested a lot of money in improving RM in 2010. Among the many features that have impressed, users or administrators (or someone else that has permission to do so) are able to lock down a document in a document library, as a record. And with a right click, can send that document to a Record Center with confirmation. Additional Life Cycle controls have been added.

4-    Digital asset management (DAM) – yes, SP 2010 actually includes DAM – you no longer have to use a third-party option to professionally manage images, video and other multimedia.

5-   Taxonomy & meta data – perhaps the single, most impressive upgrade or enhancement to SharePoint is the addition of true taxonomy and meta data  controls. All content now comes with a Managed Meta Data Service Term set that can be inherited from the global taxonomy (site collection), can be built upon or controlled by an administrator, or open to all users (or a combination). In other words, when content is created, be it a page, document, wiki, meta data can be added on the spot, as determined by the publisher or limited to a pre-determined set or tree of terms that is locked down. End readers and users can ‘tag’ the content as well with term tags, ratings (1-5 starts) and “I like it.” What is most encouraging about the use of meta data is that it can be “forced” or a “mandatory field” for all content (we all know that most organizations have options to input meta tags on content, but most content authors ignore it if given the choice).

 

Other taxonomy features:

·        Term ‘nesting” or “threading”(think of the tree with parent & children categories)

·         “Fill-in” choices as an option in locked-down taxonomies

·        Different taxonomies at different levels: site collections, sites, libraries, etc.

·         Managed meta data service can be consumed by multiple farms

·        Multilingual taxonomy support (taxonomies using multiple languages)

·         Taxonomy workflow (invite specific people to contribute or review the taxonomy)

·         View and filter documents by term:

o              Geography

o              Product Category

o              Vertical Industry

o              Content Type

o             Deal Size

o            Folders

o              Etc.

 

While not all of these promised improvements were working in the hands-on labs in my time spent using MOSS 2010, this is in-fact only the beta version (in fact, one of the MS officials helping me through the hands-on labs told me that some of the tutorials are in fact still alpha versions. In fact, the first time I used the new wiki I was convinced it was the 2007 version as I could see not a single improvement to it). There is still some 6 or 7 months still to pass before Microsoft has to work out all the bugs, kinks, and refinements (planned release to existing MOSS 2007 customers is at the end of April, though I would not expect something for installation much before the summer; new customers will have to wait even longer).

 

Finally, it’s worth noting that MOSS is a massively complex, and powerful system. It’s to be expected that some of the promised functionality may not work for some time, or without serious additional development and customization. In fact, any organization considering an upgrade may do well to wait until after the first service pack, or simply trial the new SharePoint Online which will have close to feature parity with the installed, on premises version.

 

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View Article  UPDATE: Introducing SharePoint 2010: learnings from SPC09

(LAS VEGAS, NV) If there was one, overarching message delivered by CEO Steve Ballmer in his keynote unveiling Microsoft SharePoint 2010 (at the annual SharePoint Conference in Las Vegas): SharePoint is no longer just an intranet solution, it’s been architected for all forms of web scenarios.

 

“SharePoint is one of my favorite Microsoft products…. It’s true,” says Ballmer. “SharePoint, in my estimation, is kind of magical.  I don’t think there’s anything like it in the market. It has become a platform for a whole big set of scenarios that were served by niche (products).”

 

New scenarios include all of the typical intranet scenarios, but all the Internet scenarios they can attack. To drive the point home, Ballmer cited many companies already using MOSS 2007 for their public website including:

 

·         Kraft Foods (consolidated 200 websites to a single platform saving $2 million per year)

·         Volvo (36 languages, 70 countries)

·         Pfizer

·         Library of Congress

·         Hawaiian Airlines

·         Kroger

·         Conservation International

 

However, it remains to be seen whether the improvements to MOSS’s web content management will be sufficient to quell the traditional content publishing and management concerns of marketing and communications managers who operate external websites. The new UI for web content management is a marked improvement – in-context editing deploying the ‘ribbon’ UI introduced in Office 2007.

 

Ballmer announced that MOSS 2010 will public beta test this November (no specific date was delivered). The MS chief also spent a lot of time talking about “the cloud” and was even so bold as to state that “SharePoint is in the center of the cloud.”

 

“It’s all in the cloud–we certainly agree with that,” said Ballmer, who stressed that SharePoint Online has more than 1 million online users (and 7,000 partners). “SharePoint is more capable, more extensible, more Internet & cloud focused. It’s an amazing product.”

 

NEW FEATURES / TOOLS:

 

·         “Ribbon” interface (in-context editing)

·         "Visual web parts” (“no more hard-coding of web parts”)

·         Supports development / design on Vista & Windows 7

·         Access services (publish Access dbases through SP)

·         New sandboxed solutions

·         Integrated rich media & Silverlight

·         Improved Visual Studio & SQL

·         Upgrades from 2007 will include a complete migration of an existing home page design / UI to 2010

·         Improved social computing (blogs, wikis, tagging, ratings, etc)

·         Improved search algorithms and FAST Search integration

·         New site scenarios for:

o        Pricing analysis

o        Hiring processes

o        Citizen management (citizen portals)

o       Project tracking

o       Sales reporting

o       Conference planning

o        Delivery scheduling

o        Compliance review sites

 

SOCIAL COMPUTING

 

“We needed to facilitate this next generation of social computing,” stated Ballmer, though not convincingly, when asked about the improvements on social media – a notorious weakness of the MOSS 2007 platform. “We’ve done this with My Sites, mashing-up, etc. I think we’ve moved towards 3.0.”

 

Improvements to the highly criticized social computing of MOSS include:

  • Better blogs, wikis, calendars
  • Co-authoring
  • Content tagging
  • Tag clouds
  • Ratings
  • Bookmarks
  • MySites “Smart Profiles” and feeds
  • Browse colleagues and experts
  • “Share This Site.”

 

“There isn’t an enterprise on the planet that doesn’t want to embrace social computing, but they worry about how to do it,” explained Ballmer. “If we can show a path to CEOs and CIOs that we can let people interact with each other the way they want to (and still protect privacy and security) then they will embrace social computing.”

 

CONTENT MANAGEMENT

 

Improvements to ECM include:

 

·         Document management: The ceiling limit on a document library moves to 10 million, and within a site collection, to hundreds of millions of documents; no longer will you have to right click to bring up the actions / options of a document, the ribbon hosts all of the options / actions the user needs

·         Taxonomy management: you will be able to have consistent content types taxonomy across server farms (applied at the document level)

·         Pictures: photos no longer have to be in an SP library, but can be uploaded from your hard drive

·         The addition of true Digital Asset Management

 

GOVERNANCE

 

Perhaps the biggest criticism or flaw of SharePoint has been the issue of governance, which Microsoft has only addressed half-heartedly, as reflected in Tom Rizzo’s comments: “There’s a lot we’re doing on governance, but its only 20% software, and 80% process,” says Rizzo, Senior Director, SharePoint. “We’ve invested a lot in best practices, centers of excellence. We’ll continue to invest, but I think we’re still need near the beginning, than the end.” In other words, governance is more the client’s responsibility than Microsoft’s.

 

SHAREPOINT CONFERENCE STATISTICS:

 

·         7.5 miles of network cable

·         7,400 participants (up from 3,800) – 94% growth

·         297 world class speakers

·        70 countries

·        165 sponsors

·         300+ hours

·         240 sessions

·         45+ hours of hands-on labas

·         18 customer sessions (Delloite)

·         2 SharePoint marriages

·         Biggest Beach Party ever by Mandalay with Huey Lewis & The News

 

Follow my SharePoint conference updates on Twitter: www.twitter.com/TobyWard #spc09

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View Article  Intranet governance begets intranet success

As is the case with most websites or intranets it is simply impossible to achieve any long-lasting success without a clearly defined ownership and management structure. Intranet governance provides clarity and rules: namely the titles, roles and responsibilities of its owners, managers, stakeholders and contributors. However, at the heart of a successful model, is a powerful executive with purse strings, supported by a solid intranet team.

 

Here are some of the most frequently asked questions regarding governance and a successful intranet, culled from the Q&A of my webinar on Intranet Governance (the highest attended webinar to date) last month:

 

Q- How do you define what a great intranet is?

 

A – A great intranet:

 

  • operates from a thorough, well defined plan;
  • is managed by a rigorous governance model supported by a powerful senior executive and a solid management team;
  • has a reasonable budget for both technical and content development;
  • features solid, purposeful content and tools that actively support the day-to-day work of employees; and
  • delivers a solid return on investment in the form of cost savings / cost avoidance and increased sales.

 

Down the complete Good to Great Intranet Matrix (a guide for evolving your intranet from good to great).

 

Q - What is the governance model that fits companies who have made the move to social media on their intranet?

 

A – Governance depends on the culture, company and the management and stakeholders involved. Social media MUST have governance though it should fall under the central intranet governance unless the social media tools are purely separate and owned separately from the intranet / portal home.

 

A successful social media governance model requires:

 

  • A defined owner with clout
  • Defined roles & responsibilities for all
  • Policies (rules) for contributing content
  • Terms of use

 

Q - Can you talk to setting up a steering committee in more detail, especially when all stakeholders feel that it is their intranet?

 

A – Follow a proper intranet assessment to ensure that all key intranet stakeholders (managers and executives with a full, partial or perceived ownership stake in the intranet or its major sections and tools) have a formal opportunity to provide input and to itemize their key requirements. From assessment you move into intranet planning that actively engages these key stakeholders and culminates in the development of one of four key intranet governance models that all (or at least most) agree to adopt for their own.

 

They key is building consensus. If the stakeholder environment is particularly fractured and not given to teamwork, or have competing priorities, then a third-party, non-partisan can help facilitate the process and break down the political barriers.

 

Also read:

Intranet strategy: planning a successful intranet

Intranet Assessment

 

Q - Is there a template for comprehensive Governance Planning?

 

A - We do not have a free template because that is actually a service that we provide, and each organization is different and unique and requires their own governance model. While there are four distinct types of governance models (see Intranet Governance: Ownership, Management & Policy) we (Prescient Digital Media) has never created the exact same governance model twice. If you do not have experience with intranet governance models then you may benefit from hiring an outside intranet consultant to assist with the process.

 

Also read:

How to hire an intranet consultant

 

Q - I feel that I own the intranet because I started it by myself 3 years ago, but I’m not sure how to set up a real steering committee.

 

A – If people don’t feel that you own it then you will be challenged or replaced as the owner – you need to get an executive champion (someone in senior management, preferably the C-suite). If you are being challenged for the ownership of the intranet, then you most definitely need to hire an external intranet consultant or expert to help you navigate these politics.

 

Q - How are policies and standards enforced? How do you make people respond to a new initiative?

 

A – Use a combination of the carrot and the stick: reward participants, and punish the non-conformists. If the intranet is a good one, with centralized technology and content management then the intranet should sell itself (and would undoubtedly be less expensive for other groups to use as their platform then maintaining and operating their own). However, if they move to the central system, they have to sign-off on the governance (which is also baked into the CMS or portal). For those that won’t cooperate, then don’t link to their site, ensure the search engine doesn’t index them, and don’t let them use the root intranet URL (this effectively banishes them to a corner of the corporate universe that isn’t easily found without the exact URL).

 

About the author: Toby Ward is an intranet consultant (Internet consultant too) and the founder of Prescient Digital Media. He has worked with and improved many, many company intranets including Amgen, HSBC, Mastercard, Manulife, PepsiCo, Royal Bank, etc. Toby and his company are consultants for hire and can build your intranet or improve an existing intranet You may contact this intranet consultant directly via the Prescient Digital Media website or email him at: toby{at}prescientdigital{dot}com.

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View Article  Intranet in the cloud

You’ve probably seen the term, or heard it bantered about by geeks, or maybe your head is in it… but you may not fully understand the term “cloud” or “SasS” (software as a service) or perhaps just think its another catchy marketing acronym like MOSS (Microsoft Office SharePoint Server).

 

The “cloud” refers to cloud computing that at the risk of over-simplifying is simply hosting – computer, server, software, and other hardware and infrastructure hosting. You’re already a cloud customer, probably many times over (someone is hosting your email, website, blog, etc. In fact, 56% of internet users use webmail services such as Hotmail, Gmail, or Yahoo! Mail – hosted email in the cloud).

 

In short, hosting is provided as a service over the Internet. SaaS is simply hosted software that could include your website content management system, search engine, CRM (Salesforce.com), etc. The cloud is merely a metaphor based loosely on those computer network diagrams that so cleverly depict little computers with wires running between each other, servers, firewalls, etc.



  

I was recently pressed on the subject of a “hosted intranet” and why an organization shouldn’t outsource their intranet to “the cloud.” God forbid we let professionals who know what they’re doing maintain our second-rate, after-though, cost-center of an intranet!

 

It is baffling to me that the intranet isn’t hosted externally for more organizations. Well, I’m well versed with clueless executives with knee-jerk reactions around “security”, privacy, and “the way things have always been done” but I guess I’m naïve to have faith that more would start to embrace the 21st century. If these dolts can Facebook then surely there’s hope, right?

 

The biggest obstacle blocking the migration of more intranets to the cloud is culture and fear of the ‘unknown’. If the host has proper security does it matter if it’s hosted elsewhere? We do our banking online now – we can’t access the intranet over the Internet?! Most of our benefits and compensation systems are now hosted elsewhere in the cloud – we’re talking about people’s pay, insurance and benefits!

 

In fact, if it costs me less money and I don't have to worry about the maintenance then you better believe I choose hosted – and I have told clients the same. Its one of the reasons the "cloud" is expanding so fast. It would be 10 times the size if people would just get beyond the knee-jerk reaction to have everything in-house where it costs more, and probably enjoys less security than the top of the line that many hosts employ.

 

The downside to avoiding the cloud can be far more expensive: I have one client (identity protected) who spent well more than $1 million on a new intranet design and platform and it crashed in the first few minutes, never to go live again because the organization didn’t have the proper infrastructure. One-and-one-half years later, the intranet is still not live. This would never have happened had it been turned over to a host. Instead, millions of dollars have been lost, and countless thousands of employee hours.

 

Has your organization embraced the cloud, or are you wasting valuable time and skills on hosting and maintenance?

 

--

 

NEXT WEBINAR:

 

What do the best intranets look like? What are the best practices and principles for redesigning an intranet? Having designed and re-designed dozens of intranet sites (and websites), Prescient Digital Media’s Toby Ward and Catherine Elder will draw on their experiences to provide best practices in approaching intranet design.

 

Reserve your spot for: Intranet Design – A Business Approach to a Winning Design


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