SharePoint Wiki Plus and Amdocs Pedia case study

1. SharePoint Wiki Plus and Amdocs Pediacase study Nimrod Geva nimrod@kwizcom.comKWizCom

2. Introduction KWizCom Business Card • Founded in 2005 • Headquartered in Toronto • Global provider of add-ons and services • 3000+ customers worldwide Business Target:Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions faster than ever and at no risk. • Fields of expertise: • Microsoft Office SharePoint • Microsoft Dynamics CRM • Competencies: • Gold Certified Partner • ISV • Information Worker

3. Creatinga cross-corporate place for knowledge and experience sharing Moving from local, separate ways of managing professional information to one shared, consistent pool Making the writing and use of content easy Allowing teams to work locally and affect globally We’re talking about…

4. Global enterprise, distributed worldwide – 8 major development centers, 40 office sites, 18000 employees Phase I – implemented for product and technology experts in one major group 18000 visits monthly by 1500 professionals Over 400 new content pages per month Who’s using Amdocs Pedia?

5. An enhanced wiki knowledge base KWizCom’s WikiPlus- an add-on for MOSS 2007 Developed as a collaborative Amdocs – KWizCom project What is AmdocsPedia? Collaboration Portal BI ECM Business Processes Search The best Wiki-based Enterprise KM solution!

6. A collection of web pages with unique structure and functionality No need to download/upload large files/documents No rigid hierarchy – a network of intuitive links between pages Links are based on topics. Topics become page names. No need to know file locations. No URLs Easy to create new pages and categories Automatic version management allows everyone to write, yet keeps content safe Interactive environment – favorites, subscriptions, discussions, rating What is a Wiki? A large shared “notebook” that everyone can easily write in, at any time

7. Professional knowledge sharing across unit boundaries A single, shared, cross-corporate knowledgebase instead of many separate knowledge “islands” Professional knowledge sharing between related projects Global company, wide spectrum of products and services, yet focused on providing a unified customer experience Matrix organization. Many expert groups. Distributed worldwide Why use it?

8. Company procedures archive Learning materials archive A knowledge base for customer support An interlinked “encyclopedia” / dictionary Professional knowledge sharing between experts and projects What you can use a Wiki for?

9. Demand from top down and bottom up Corporate KM methodology, directive from business units’ managers Requirements from experts in the work groups Some teams employed local solutions, each different and unique. There was need for a comprehensive, congruent solution An integration and implementation process was initiated, working with groups to meet their needs, yet bring all “onto the same page” How did it start?

10. Study of needs, mapping groups, managerial leadership, knowledge champions, round table meetings – Feb. 2007 Beginning with “out of the box” SharePoint Portal 2007 wiki – Amdocspedia 1.0, April 2007 Step by step implementation, working with groups, Defining requirements with knowledge champions and users Designing WikiPlus – June 2007 Development Starting the journey

11. Wiki Plus user pilot with leading knowledge champions and power users(In parallel with on going use of Amdocspedia 1.0) Fine tuning of usability and configuration Migration of content(Amdocspedia 1.0 still available but read only) Full switch to Amdocspedia 2.0 -April 2008 The journey (Continued)

12. Very positive feedbacks from various groups: Cross-department, cross-project collaboration made much easier Knowledge made much more accessible Customers want more features! Started deploying the 2nd Wiki Plus version (1.2.50) Current deployment in amdocs

13. Quick implementation, early gains Planned together with the users, with their needs in mind Integrating the wiki and placing it in context of: How people work Business needs A comprehensive suite of solutions Focused planning, define what to use the wiki for and what not to use it for A successful partnership model Worked with leading managers and knowledge champions within the groups - network, round tables, Both top-down and bottom-up Standard solution, Maximize the SharePoint investment ?What made it a success

14. Diving Deep – Wiki Plus features

15. Support for standard Wiki markup Full Taxonomy management solution Intuitive and flexible categorization, using multiple tags Multiple tags for pages Master tag cloud and tag index Easy email and RSS subscriptions for pages and/or tags A discussion area for each page Improved content editor Easily add images, create links and attach related files Create and manage tables Content Rating The Wiki Plus features

16. One step duplication of pages to create similar pages Content lifecycle management New reporting capabilities, such as report of the top contributors Wiki content templates Content Snippets Automatic table of contents (TOC) Improved printing Export to PDF/WORD True SharePoint integration- No separate maintenance costs! Wiki features (continued)…

17. Quick product feature tour

18. Find articles by Tags/Categories Or by their ratings

19. Let’s click this tag..

20. The Tag Pages List page displays all pages that were tagged to the selected tag. Subscribe to this category and get email alerts for new/updated content Clicking the “Check forms authentication” page link opens this wiki page in View mode.

21. This is the wiki page in View mode Content(with forward links) Page’s properties Per-page discussions

22. What can I do while reading this page? Subscribe to alerts on this page Edit the page Edit any of the forward links (this will create a new wiki page) Find other pages connected to related categories/tags Rate this page

23. Let’s create a new page

24. You can create a page based on Content templates(just like in MS Office) Content Preview

25. The Wiki Plus Editor You can clone an existing page (and save a lot of time ) Content snippets allow you to share reusable pieces of content You can easily save a page as a new content template Wiki Markup snippets(for wiki beginners that are not skilled wiki authors) Full rich text Web & Wiki editor Enhanced management of images, attachments and links

26. The Wiki Plus Editor – Easy management of Wiki page links Easily create a link to new wiki pages or to existing wiki pages) You can insert links to wiki pages located in other sites! Easily implement a distributed structure! Easily locate other wiki pages by using customizable SharePoint views

27. The Wiki Plus Editor – Easy management of images Need to include an image? Simply click the “Image Manager” button You can select existing images from your SharePoint libraries. Can’t find it? No problem – you can upload a new one and include it in your page in one click! Upload your requested file and it will be shared with all other wiki authors.

28. The Wiki Plus Editor – Easy management of file attachments Need to attach documents/files to your Wiki page? Simply click the “Document Manager” button Same as in pictures – You can select an existing file or upload a new one and attach it to your wiki page.

29. The Wiki Plus Editor – Include content snippets Clicking the “Order Confirmation” option will add this shared piece of content to the page We have a standard order confirmation message we use in many pages. In order to use it I will click the “Content Snippets” button. Share useful, reusable, rich-content snippets!

30. The Wiki Plus Editor – Web 2.0-style tagging When you enter a tag, the auto-complete feature shows you all existing tags(which can be filtered by views/permissions)

31. The Wiki Plus Editor – Hierarchical categories Click the “Browse” button and select categories: In this mode authors are only allowed to select from centrally managed categories. (You can select you preferred tagging methodology) Categorize your page by checking the required categories in the category tree

32. Content lifecycle management(Take control of your content!) • Every page has an Owner (or several) that has special permissions: • Can delete the page • Can restore previous versions • Gets an email notification when someone else changes the page • Can define expiration period Avoid obsolete content - make your content always relevant and accurate! • After defining a Lifecycle alert: • When the page is about to expire – page owners get a notification email (“Please renew the page”) • If the page has expired – an “Out of date” label will appear on top of the page, letting users know that the page may be obsolete. Readers will see the “Out of date” label(If the page owner did not renew the page on time)

33. More Wiki features Automatic Table of contents You can edit parts of a page

34. Advanced Reports

35. Advanced Reports Pages Report Concrete information on how your KM solution is being used. Example: which pages were viewed most in the last month?

36. Preview before Save

37. Wiki Plus Architecture It is all standard SharePoint building blocks.. MOSS 2007 Wiki Plus Library Definition Wiki Plus Content Type Custom Field Types: Tagging Rating WikiPlus Wiki Plus Master Page Stylesheet Resource files Web Part pages and web parts Wiki Plus Site Template Wiki Plus Feature

38. Wiki Plus Unique Features • Support Central & Distributed architecture • Customizable data layer • Customizable layout • Content lifecycle management • Enterprise Taxonomy • Rich web + Wiki editor • Supports all MOSS features & framework Enables the implementation of a tailored business solution

39. SharePoint Wiki Plus is a recognized MOSS-based Wiki solution.

40. Thank You!Questions ? Nimrod Geva nimrod@kwizcom.comKWizCom