The Microsoft Roadmap for Enterprise Social

Five Rules for Transforming Your Information Architecture for the CloudChristian Buckley, GTconsultDamon Tompkins, Metalogix 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.4/29/20151Damon TompkinsVP of Worldwide Sales and MarketingMetalogixChristian BuckleyOffice 365 MVP and Managing DirectorGTconsultwww.GTconsult.com@buckleyplanetcbuck@GTconsult.com

www.Metalogix.com@DamonTompkinsDTompkins@Metalogix.com*

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Highlighted Use Cases

Enterprise-wide use of Metalogix Architect Suite for their own internal migration to Office 365 and on-going content management for 70TB of contentEnterprise-wide use of Metalogix Architect Suite for on-boarding 60,000 OneDrives & holistic SharePoint management for 5TB of contentEnterprise-wide use of Metalogix Office 365 Suite for migrations and on-going content management of several versions of SharePoint & OneDriveEnterprise-wide use of Metalogix Architect Suite for migration and on-going content management of SharePoint for 3TB of contentAbout GTconsult

Topics well cover today:What changes when I move to the cloud?What is the role of governance?What is an Information Architecture?What do I need to focus on to transform my IA?How can I automate this activity?

CloudWhether your strategy is defined, or individuals are adopting solutions on their own, most organizations are accelerating toward the cloudBy offering the attributes of public cloud (economics, scale, pace of innovation) with some of the privacy and control features associated with private cloud, VPCs are effectively addressing many of the objections that have held customers back from the cloud model.

According to IDC, an important factor driving growth in public IT cloud services spending is the expanding variety of cloud deployment options. As these platforms mature, cloud services adoption will increase dramatically. Virtual private cloud (VPC) offerings are shifting momentum from dedicated private cloud offerings toward public (shared/multi-tenant) cloud offerings.

2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.4/29/20158Infrastructure maintained solely for customerOn premises or offManaged by the customer, or by a 3rd party hosterPrivate Cloud

Hybrid CloudMultiple infrastructure optionsComponents both on premises and off premisesManagement spread between customer and 3rd party hosters

Infrastructure shared by multiple customersOff premisesManaged by 3rd party on behalf of customersPublic Cloud

Cloud Infrastructure Options 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.4/29/20159Advantages of the CloudA professionally managed data center with 24x7 support and advanced network security and intrusion detection.Separation of identity and content for externally-facing workloads vs. on-premise internal-facing environments.Rapid provisioning with little or no upfront costs for hardware and software.On-demand scale-out to meet variable capacity demands.What does governance look like in your organization?

Governance is about taking action to help your team organize, optimize, and manage your systems and resources.

Logins workData is secureSystem performs wellMetadata appliedEnd users can quickly find their contentStorage is optimizedContent lifecycles in place, regularly reviewedLegal and regulatory requirements being metFrom a practical standpoint, governance means:

Why arent my end users using SharePoint?

17Why is metadata management important to social media in SharePoint?Heres the point of this presentation and hopefully the discussion that comes from it:1) metadata is the cornerstone of social media2) it is the glue that binds3) it is what makes social media possible in the enterprise4) but it wont manage itself

Creating Passionate Users, Kathy SierraThe role of IAMetadata is the lifeblood of SharePointTaxonomy and metadata drive the tools and processes that make the world go roundContent types help define and refine your taxonomyYour information architecture powers search, it powers your social experience, and it powers SharePoint

EmailCellTwitterBlogcbuck@echotechnology.com425.246.2823@buckleyplanethttp://buckleyplanet.net20

Book titleAuthorISBNPublisher

NameAccount NumberCredit CardSocial Security #Billing Address

Device IDEmailSoftware version

Taxonomy

SuperclassClassOrderSuborderFamilySubfamilyGenusA great example of taxonomy by Ruven Gotz, MVP(@ruveng)Things your end users want that rely on taxonomySocial that worksA working search engineReliable eDiscoveryThe ability to automate

End Users are so selfishInfo Architecture vs. Info ManagementInformation ArchitectureSearchSite StructureMetadataTaxonomyNavigationInformation ManagementComplianceGovernanceMetadataLifecyclePermissionsPoliciesProcedures5 Rules for transforming your IA for the cloud

1 Have a collaboration and content strategy26Collaboration and Content StrategyLack of strategic plans on what to use (SharePoint) for was given as 2nd biggest issue with adoption of SharePoint, following only lack of expertise to maximize its usefulness (46%)1

1 The SharePoint Puzzle adding the missing pieces AIIM 2012, www.aiim.org

Talk about customer who hired us to Implement SharePoint because we own it thanks to our EAGet to the stakeholders, and work with themFind company FY objectives that you can solve with SharePointGovernance, Governance, Governance reference Sue Hanleys presentation the Wild Wild West.Archiving/retention new compliance regulations? New security threats?

27

2 Inventory your information assets28Inventory your information assets

Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit.

Run a survey how useful is your content? Can people find it? What do people want added? Large pharma company that found that 20% of their content consisted of duplicates of existing content. Survey found that people found various versions of documents using Search, never sure which is most relevant

29Inventory your information assets

30Inventory your information assets

SharePoint 2013 Thresholds and Limitshttp://technet.microsoft.com/en-us/library/cc262787.aspx

Imagine a spreadsheet that has the URL, name, owners, size, and count of sub sites. This information can be pulled from SQL Server and captured in a spreadsheet. This is a recommended best practice because the spreadsheet could then have additional information such as business purpose or customizations that are then filled out during a content audit.313 Develop a plan to leverage new functionality

New functionality can significantly increase potential adoption if used well:Managed Metadata & Navigation find relevant information faster!New file storage and sharing capabilitieshttp://technet.microsoft.com/en-us/library/cc261834(v=office.15).aspxWorldwide environmental foundation Put social on their Intranet and fixed search significantly increased adoption and valueInternational consulting firm moving to SharePoint for first time, issued iPhones and Android Tablets to entire workforce wanted support from around the world - planned to go to O365.Discovered on-premises was the answer, and 2013 was the only way they could support these devices.32

Over half feel they would be 50% more productive with enhanced workflow, search, information reporting, and automated document creation tools 11 The SharePoint Puzzle adding the missing pieces, AIIM, 2012 4 Iterate on your information architectureMigration presents an ideal time to assess the current SharePoints information architecture and to determine what should change.

IA izncludes the combination of Content, Context, and users. For example, a user opens a main landing page. Does this user see the right content? Is it within the right context? Should this user see this content and in this context? Or should this user be receiving something else in terms of content and experience?

IA considers how information i.e., content is design to flow to a user but also how a user flows to content.

A good example is Amazon. If navigating to the Amazon335 Staff and train your team

Migration presents an ideal time to assess the current SharePoints information architecture and to determine what should change.

IA izncludes the combination of Content, Context, and users. For example, a user opens a main landing page. Does this user see the right content? Is it within the right context? Should this user see this content and in this context? Or should this user be receiving something else in terms of content and experience?

IA considers how information i.e., content is design to flow to a user but also how a user flows to content.

A good example is Amazon. If navigating to the Amazon34Demo

MetaVis Architect SuiteHow do I move forward with my team?

It begins by understanding how your teams work together todayTo make social work, we need to better understand what is happening across the platform, and have the ability to set guidelines and restrictions based on security and compliance requirements. Where are people collaborating? Who is (and isn't) participating? How much content is being shared?Where is it working, and where is it not?Why are some teams more successful than others?Where do tools make sense versus team culture?What can you do to support your Power Users?

37What is required?Who manages each site, tool, and system?Do the standards change across teams or tools?What roles and permissions are in place? What can be automated?How transparent does it need to be?What is your ongoing change management and review model?Ask yourself:

Q&ADamon TompkinsVP of Worldwide Sales and MarketingMetalogixChristian BuckleyOffice 365 MVP and Managing DirectorGTconsultwww.GTconsult.com@buckleyplanetcbuck@GTconsult.com

www.Metalogix.com@DamonTompkinsDTompkins@Metalogix.com

Thank you!