SharePoint 2013 as a Records Management Platform - SharePoint Fest NYC 2014
SharePoint as a Platform for Business Applications - SPSPhilly
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SharePoint as a Platform for Internal Business Applications.Modified for SPSPhilly, Feb 2012.
Transcript of SharePoint as a Platform for Business Applications - SPSPhilly
Who is Here Today?
Why Today’s Talk?
Blueprints and Models
Design Patterns
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
The Baseball Team Concept
The Actors
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
The “clock speed” of business change has increasedMore happening more quickly
Predictability and stabilityManageable changeEnough time to react
Long term planning was enough
Rapidly changing needsUnexpected change
Shorter windows of opportunityPlanning for the unknown
Before After
How do we respond to these changing
needs?
Tension between business and IT
CONTROL
GovernanceManagementCentralizationConsolidationCost controls
EMPOWERMENT
AccessAgility
AdaptabilitySelf-serviceInnovation
How do we break this paradox?
The paradox of empowerment vs. control
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
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Mind the “Value” Gap
The value traditionallyseen from infrastructure
What is required by the business need
The value gap
InnovationBusiness valueDifferentiation
Standardized activitiesUtility
Non differentiating
Impacting innovation and satisfaction on the business side
SharePoint
Technical gap
Business domain
Business domain app
Platform for productivity
Platform for business solutions
SharePoint
Not just technical solutions, but business domain coverage
The “Value” Gap
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Platform Capabilities
Feature AreasSearch
Workflow
Service Applications
Extensible Service Infrastructure
Administrative Features
Business Intelligence
Composite Applications
SharePoint Designer and Visio support for workflows
Platform - Infrastructure
• ASP.NET HTTP Pipeline• Application Security• Packaging and Deployment• Service Applications
Platform – Content Management
• External Data• Business Intelligence• Search• Workflow• Data Model User Interface• Social Features• Metadata Management
Platform – User Interface
Foundational ECM
Supplemental ECMEmbrace and Extend Workloads with Partners
E-mail Archiving*
Human Centric
Workflow
Document Output
Manage-ment
Rich Media Manage-
ment
Web Content Manage-
ment
Records Manage-
ment
Document Manage-
ment
Physical Records Mgmt.
Scanning and Capture
Transactional Content Mgmt.
Business Process Mgmt.
Archiving and Library
Services
Example: Partners and SharePoint ECM
* E-mail Archiving provided by Exchange
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Platform Strategies
•Solutions that Integrate with SharePoint so two products work together
Connect
•Integrated solutions that extend SharePoint’s offering by adding “New” SharePoint capabilities
Extend
•Applications built on top of SharePoint platform that leverage multiple SharePoint capabilities
Build On
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Information ArchitectureSite and Site Collection Structure
Content Modeling and Content Type Definitions
Metadata Schemas and Taxonomy Management
Search Integration
Managed Administration
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Back to Empower vs. Control
How should capabilities be divided between Central IT and Business IT?
How should the two teams be constructed?
InnovationBusiness valueDifferentiation
Standardized activitiesUtility
Non differentiating
SharePoint Applications
People-centricSurfacing within the familiar user interface of the Office and SharePoint platform
CollaborativeHelping groups of people participate in ad-hoc and unstructured processes that largely occur outside enterprise systems
CompositeHelping respond rapidly to business needs by combining multiple services and functionality in role-based solutions, in many cases without code
How are they different from those built on alternative platforms?
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
User Adoption
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Composite ApplicationsNO-Code Solutions•Browser-Based Customizations•SharePoint Designer Solutions•Create Workflows•Browser•SharePoint Designer•Visio•Use Access Services to publish databases
Use Enterprise Data Everywhere•Expose Enterprise Data using Business Connectivity Services•Surface Enterprise Data in Outlook, Word, Workspace•Provide Full Read and Write Access, offline and online•Enable SEARCH across Enterprise data systems
Keep Control Over End User Solutions•Manage Custom Code with Sandbox Solutions•Manage Desktop Solutions with Viso, Forms, Access Services•Deployment packages provide deployment online or on premise•SharePoint Application marketplaces
Composite Applications in SharePoint
Applicationexperience
LOBintegration
Human workflow
Reportingand
Analysis
Web sites
Documentprocessing
.com siteConference planning
Employee payroll portal Pricing
analysis
Insurance process
Personal profile site
Expertise finderProduct catalog
IT service portal
Offline order entry
Delivery scheduling
Sales reports
Executive dashboard
Job candidate applications
Compliance reviews
Request for proposals
Contract generation
SharePointPortal Wikis Doc Sets BCS Forms
Workflows KPIs People search Visio ServicesWeb part framework Blogs Tags Doc ID SharePoint Designer Reporting Dashboards Access Services
Enterprise search List relationships Web edit Managed taxonomy External
listsNavigators Folksonomies Expertise Silverlight
integration Excel Services Offline Tag cloud Metadata
InfoPath web part Org chart browser BI slicers Conditional formatting
Leveraging a rich set of building blocks across many scenarios
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Solution Thinking
Content-Centric Applications
--When it’s the CONTENT that matters
People-Centric Applications
--When it’s the PEOPLE/ROLE that matters
It’s BOTH, actually.
The Puzzle PiecesThe Players on the Team
Why is there a Need for a Platform?
The Big Question… Build? or Buy?
The Value Gap
Out of the Box Perspectives
Build Strategies related to SharePoint
Information Architecture
Does a Platform need Governance?
Role that Users Play
Composite Applications
Solutions as a Type
Case Management
Case Management as a Type
A Framework for multiple application types• Aggregation of Data• Ad Hoc Workflow• Structured process
Rich for Extensibility• Process Analytics• Rapid Creation/
Modification of the Process
• Integrate with Physical Processes
Entity Life Cycle• Contract Lifecycle
Management• Product
Development – Product Lifecycle Mgmt
• Customer Lifecycle Management
Case Management• A Framework for multiple application types• Horizontal and Vertical Business Solutions
– Professional Services– Product Development and Manufacturing– Research, Healthcare, Life Sciences, Insurance– Issue Tracking for all
• Platform Leverage– Document Sets, Content Types, Site framework– People and Social Connection– Workflow – Business Process Management– Task Assignment and Tracking– BCS connection to LOB data
What is a champion?
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