LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

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Ivor Davies – Systems Analyst

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My presentation at SharePoint Saturday Toronto on Saturday July 12th 2014 at Microsoft Canada.

Transcript of LCBO Uncorks SharePoint Governance SharePoint Saturday Toronto 2014

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Ivor Davies – Systems Analyst

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§  Established in 1927 by Lieutenant Governor William Donald Ross. §  It is the single largest purchaser of beverage alcohol in the world. §  Has over 634 stores in the province of Ontario with 219 Agency

Stores in smaller communities. §  LCBO’s net sales in 2012-2013 was $4.89 Billion. §  Transferred over $13.7 Billion to the Ontario Treasury during the

last 10 fiscal years. §  Returned $1.7 Billion in profit to the Ontario Government in the

last fiscal year. §  Total number of products available in 2012 to 2013 was 17,615. §  www.lcbo.com and www.vintages.com are the main websites.

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§  10 Years of SharePoint experience §  23 Years of IT work with the LCBO – Ontario (32 years with

company) §  Seasoned IT Professional in SharePoint / Project Server /

Microsoft Office / Virtualization §  Classified as a SharePoint "Specialist" on Klout with over 1300

Twitter followers, 11,000 Pinterest followers and over 2,800 LinkedIn connections.

§  Introduced SharePoint and Project Server to the LCBO back in 2003.

§  Has been identified as one of the Top 100 SharePoint Influencers (out of 15,000) according to http://www.scratchmm.com/sharepoint/community-vote

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

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§  never static

living breathing process

§ adaptable

needs of your business

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Home Page

Functional Areas

Divisions – “Public”

Departments – “Public”

Team Sites

Personal Sites – My Sites / My Store

“PUBLIC” SITES: Open to all employees

TEAM SITES: Generally open to team members

Tightly controlled, formal governance

Looser control, less formal governance

Some control, some formal governance

“PRIVATE” SITES: Open to business group members

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“From Susan Hanley www.susanhanley.com”

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§ §  Improve collaboration throughout the organization §  Share best practices amongst the user community §  Replace shared drives & email attachments

§ §  Easier access to information §  Move work between business entities §  “One stop shop" for authoritative information §  Improve the "time to talent" §  Capture knowledge of retiring employees

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Governance Plan Must have a Clear Vision…

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1. 2. 3. 4. 5. 6. 7. 8. 9. 

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Governance Plan should define decisions…

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§  Site sprawl §  Unfettered content §  Process lawlessness

Why are we talking about Governance?

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Executive Working

Vision

User adoption

Training

IT & Business

Operation

Support

Development

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The Executive Team:

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§  Operations §  Support §  Development

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The Working Team:

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Table of Contents…

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§  Dilemma – How do we get our content managers to read and agree to such a large document?

§  consumable§ 

§  Searchable

§  Accessible

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Governance Home Page

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Application Usage Policies – Use of Corporate Site

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LCBO Portal Roles & Responsibilities

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Frequently Asked Questions…

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So – What did we learn from our experience?

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Key Points to remember…

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§ http://technet.microsoft.com/en-us/library/cc789336.aspx

§ http://technet.microsoft.com/en-us/library/ff848257.aspx

§ http://www.microsoft.com/download/en/details.aspx?id=23613

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Good SharePoint Resources…

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§ http://blogs.msdn.com/SharePoint/archive/2006/12/13/management-and-governance-resources.aspx§ http://technet.microsoft.com/en-us/library/cc263356(office.14).aspx§ 

http://technet.microsoft.com/en-us/library/ee519603(office.14).aspx

References:

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http://technet.microsoft.com/en-us/library/ee424403(office.14).aspx§ http://technet.microsoft.com/en-us/library/ee424402(office.14).aspx§ http://technet.microsoft.com/en-us/library/cc262706.aspx

References (continued):

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§ http://www.linkedin.com/groups/SharePoint-2010-1869506?trk=myg_ugrp_ovr§ http://www.linkedin.com/groups?gid=3854668&trk=myg_ugrp_ovr§ 

§ § http://www.topsharepoint.com/50-must-follow-tweeters-for-sharepoint-enthusiasts§ 

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Additional Resources On Social Media:

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Thanks to our sponsors!

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Connect. Collaborate. Share.

Toronto SharePoint Users Group http://www.meetup.com/TorontoSPUG/

Toronto SharePoint Business Users Group http://www.meetup.com/TSPBUG/

SharePoint Saturday Toronto http://spbuzz.it/spstoyam

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