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Moving Off SharePoint 2010 intranet webinar presentation by Toby Ward, written by Michael Rudnick, Prescient Digital Media
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Moving Off SharePoint 2010 ©2017 Prescient Digital Media Ltd. All Rights Reserved 1 1 Moving Off SharePoint 2010 Quickly… Before It Dies Toby Ward @TobyWard
©2017 Prescient Digital Media Ltd. All Rights Reserved 2 1244 ©2017 Prescient Digital Media Ltd. All Rights Reserved 2 1244
©2017 Prescient Digital Media Ltd. All Rights Reserved Poll: Your SharePoint ©2017 Prescient Digital Media Ltd. All Rights Reserved Poll: Your SharePoint
©2017 Prescient Digital Media Ltd. All Rights Reserved 4 Intranet Experts 16+ Years 2001 2005 2011 Expand client base across North America and Europe. Growth Expand significant solutions for the entire Digital Workplace. Digital Workplace Toby Ward launches Prescient in Toronto. Start Full implementation services, and SharePoint expertise. Implementation Focus on assessment, planning and governance of intranets. Intranets Win multiple awards including the prestigious Webby and Gold Quill Awards. Awards 2016 New York City & San Francisco New Locations ©2017 Prescient Digital Media Ltd. All Rights Reserved 4 Intranet Experts 16+ Years 2001 2005 2011 Expand client base across North America and Europe. Growth Expand significant solutions for the entire Digital Workplace. Digital Workplace Toby Ward launches Prescient in Toronto. Start Full implementation services, and SharePoint expertise. Implementation Focus on assessment, planning and governance of intranets. Intranets Win multiple awards including the prestigious Webby and Gold Quill Awards. Awards 2016 New York City & San Francisco New Locations
©2017 Prescient Digital Media Ltd. All Rights Reserved 5 A Full Service Firm. • Stakeholder engagement • Constituent analysis • Focus groups • User surveys • Content analysis • Technical ecosystem assessment Listen. Understand. Deliver. Change Management Thoughtful stakeholder and constituent engagement that drive successful outcomes • User experience design • Information architecture • Taxonomies • Dynamic wireframes DesignDiscovery & Assessment • Development • Configuration • Integration • Content migration • Search optimization • Desktop, mobile Implementation • Strategic plan • Solution Roadmap • Engagement plan • Governance model • Content management plan • Social/collaboration strategy • Technical architecture Strategy & Planning • Content creation • Operations management • Adoption campaigns • Solution product management • Analytics • Optimization Operations ©2017 Prescient Digital Media Ltd. All Rights Reserved 5 A Full Service Firm. • Stakeholder engagement • Constituent analysis • Focus groups • User surveys • Content analysis • Technical ecosystem assessment Listen. Understand. Deliver. Change Management Thoughtful stakeholder and constituent engagement that drive successful outcomes • User experience design • Information architecture • Taxonomies • Dynamic wireframes DesignDiscovery & Assessment • Development • Configuration • Integration • Content migration • Search optimization • Desktop, mobile Implementation • Strategic plan • Solution Roadmap • Engagement plan • Governance model • Content management plan • Social/collaboration strategy • Technical architecture Strategy & Planning • Content creation • Operations management • Adoption campaigns • Solution product management • Analytics • Optimization Operations
©2017 Prescient Digital Media Ltd. All Rights Reserved 6 Trusted by Many. Across Industries, Geographies, Sizes 6 ©2017 Prescient Digital Media Ltd. All Rights Reserved 6 Trusted by Many. Across Industries, Geographies, Sizes 6
©2017 Prescient Digital Media Ltd. All Rights Reserved 7 7 www.IntranetGlobalForum.com ©2017 Prescient Digital Media Ltd. All Rights Reserved 7 7 www.IntranetGlobalForum.com
©2017 Prescient Digital Media Ltd. All Rights Reserved 8 Skipping a Cycle • Intranet 1.0 • Multiple technologies (SP2007) • Fractured user experience • Lacking governance • One-to-many communication • Team sites 2007 2010 • Intranet 2.0 • Upgrade to SP2010 • Redesigned homepage • Basic ‘social’ features • Centralized governance • Proliferation of team sites • Fragmentation of user experience 2013 • Intranet 2.1 • Homepage design ‘refresh’ • Mobile homepage • Proliferation of 3rd party cloud-based apps (salesforce, Workday, etc.) • Hybrid governance • More single sign-on’s 2017 • Intranet 3.0 ? ©2017 Prescient Digital Media Ltd. All Rights Reserved 8 Skipping a Cycle • Intranet 1.0 • Multiple technologies (SP2007) • Fractured user experience • Lacking governance • One-to-many communication • Team sites 2007 2010 • Intranet 2.0 • Upgrade to SP2010 • Redesigned homepage • Basic ‘social’ features • Centralized governance • Proliferation of team sites • Fragmentation of user experience 2013 • Intranet 2.1 • Homepage design ‘refresh’ • Mobile homepage • Proliferation of 3rd party cloud-based apps (salesforce, Workday, etc.) • Hybrid governance • More single sign-on’s 2017 • Intranet 3.0 ?
©2017 Prescient Digital Media Ltd. All Rights Reserved 9 9 Act… Soon! Mainstream Support Ends Extended Support Ends SharePoint 2007 2012 2017 SharePoint 2010 2015 2020 SharePoint 2013 2018 2023 ©2017 Prescient Digital Media Ltd. All Rights Reserved 9 9 Act… Soon! Mainstream Support Ends Extended Support Ends SharePoint 2007 2012 2017 SharePoint 2010 2015 2020 SharePoint 2013 2018 2023
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 10 2020 is close Spring ‘19 Launch new solution Fall ‘19 Phased implementation of R2, R3, R+ content/ apps/data not included in R1 launch Oct 2020 Extended Support Ends • Fine tune daily operations • Engage R2+ content owners • Manage initial user feedback Fall ‘18 Begin Implementation • Technical implementation • Migration of initial content/apps • Create launch plans • Train support desk Summer ‘18 Design, Planning, Tech procurement • Design solution • Engage content owners • Conduct content audits • Procure technical solution • Design training Begin Phase 2 migrations Winter ‘18 Strategy • Discovery/Assessment • Create Strategy • Engage stakeholders • Establish governance • Secure funding • Finalize technology Retire old SP 2010 platform
. ©2017 Prescient Digital Media Ltd. All Rights Reserved
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 12 What’s Your Next Move?
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 13 5 Key Areas 1. This is NOT a technology project. It’s a transformation project. 2. Define your scope • Intranet or Digital Workplace 3. Get the right people involved • Funding • Support • Operations 4. Content Migration 5. Technical Migration
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 14 A Transformation Project1
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 15 Intranet or Digital Workplace Information Web Content Management Collaboration Enterprise Social Applications Migration Integration Share & Work DoKnow A lot has changed since your last upgrade 2
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 16 Practical Perspective, That Means… Intranet 1.0 Intranet 2.0 Digital Workplace News Policies Phonebook Corporate Information Forms Personalization Transactions Single Sign On Basic Processes Self- Service Mobile View Basic Social Tools Seamless collaboration tools Any Device Any Time Document Management Workflow Many-to- Many Communication One-to-Many Communication Integrated Content & Data Notifications
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 17 Technology Choices Abound. Sort of.
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 18 Cloud-Inspired Experiences Cloud and Enterprise Social Content Management Basic Collaboration (file storage, lists) Microsoft Managed Solutions Microsoft Online Services SharePoint Has Come A Long Way in 16 Years 2001 2003 2007 2010 2013 2016
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 19 Biggest Change. Biggest Opportunity.
. ©2017 Prescient Digital Media Ltd. All Rights Reserved
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 21 It Really Works… …But Users Are More Confused Than Ever People still use a fraction of the features. And don’t grasp how it all fits together.
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 22 The User Experience: Single “Pane of Glass”
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 23 Ready for The Cloud?
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 24 Who Needs to be Involved Executives working sharing learning operating Employees Remote Customer Insights, analysis, dialogue, results Work environment, streamlined processes, reduced bureaucracy, engagement, learning Connection to business, engagement, efficient content & data flows Customer service & support Communications Customer Experience Finance Human Resources Legal Product Management Sales Supply Chain • Knowledge • Data • Information • Apps • Processes • Standards • Workflows 3
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 25 Plan •Audit •Scope •Timing •Phasing Prepare •Cleanup •Map Move • By whom? • How (tools, manually) Validate •By whom? •How? •UAT? Content Migration The Achilles Heal 4
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 26 Lift-and-shift? 3 Approaches ROT Analysis ROT Options Rule-based cleansing Business user/content owners for subjective analysis Combination of both Redundant Outdated Trivial Migrate and update Update and migrate Archive Delete
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 27 SharePoint Technical Migration Paths Sequential upgrade Direct to latest version Direct to the Cloud Hybrid 5 requires 3rd party tool
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 28 1. Have a clear vision for success (other than technology, which users don’t care about). 2. Ensure understanding among key stakeholders and constituents of the difference between the current intranet vs. a digital workplace. 3. Engage content owners early and often – they know their content best, and need to do the clean up. 4. Plan for phased implementation. 5. Budget accordingly (licensing, customization, support, staffing). Do
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 29 1. Wait. Time is flying by 2. Approach as a technology upgrade 3. Shortcut planning, strategy, governance (for the project, after launch) 4. Underestimate effort engaging content owners 5. Expect to lift-and-shift in one-fell-swoop Don’t
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 30 30 Questions Use panel on right to submit a question
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 31 31 SharePoint Health Check Evaluation & Recommendations - 416.926.8800
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 32 32 Newsletter notifications PrescientDigital.com > Newsletter for notifications on future events
. ©2017 Prescient Digital Media Ltd. All Rights Reserved 33 33 PrescientDigital.com Vancouver • San Francisco • Toronto • New York @PrescientDigitalMedia IntranetBlog.com@Intranet2