Impact Your Business: Identify Low Hanging Fruits for SharePoint 2013 No-Code Business Solutions

Introductions

What are SharePoint Composite No-

code Solutions?

Identifying Low-Hanging Fruits

Let’s build one

Introductions

Gina.Montgomery@softmart.com

www.ginamontgomery.com

Gina Montgomery

Softmart Company Facts

Established: 1982; Status:

Privately Held

Regional offices throughout the

U.S.

Global partnerships in all world

markets

Business Strategy – Focus on

the customer “As a privately held company, Softmart

manages to the expectations of our

customers, not Wall Street. We believe

the true measure of our success is

customer satisfaction.”

SAM Certified

Analytics Advantage Program

Numerous Microsoft Awards

SAM

Analytics Team

Security

Hardware

Software Product

Specialists

Cloud Specialist

eCommerce

Integration Team

Priority Customer

Service Team

License Service Team

Let’s get started

SharePoint Composites

http://bit.ly/Qw4nC3

Rapidly create solutions

by assembling,

connecting, and

configuring the basic

building blocks of

functionality available in

SharePoint 2013, and in

many cases, Microsoft

Office 2013.

Lists, Libraries, Views

List Forms, InfoPath, 3rd Party Forms

Workflows – SharePoint Designer, Visio, 3rd

Party Workflow Tools

Power Pivot / Power View

Access Apps

Social Tools

Web Parts

Examples:

› Absence Request & Tracking Application

› Travel Request Application

› HR portal

› Capital Expense Request Application

› Expense Reporting Application

› BI Dashboard

› Ideation Tracking Application

To leverage your SharePoint

investment

To help reduce duplicate content

and data

To unlock the value of Line-of-

Business (LOB) data

To rapidly create a business

solution without dependence on

technical staff (DIY)

Because your End User Adoption

Relies Upon it

Factors Impact

Risk Prepare Risk Mitigation Plans if Necessary

Approval Do you have the proper permission to build such

Solution? Obtain Proper Approval to Build the

Solution.

Adoption Does this solve users’ needs? Why would they use it?

WIIFM. Define the value proposition before you build

it.

3rd Party Applications / Solutions Are you recreating the wheel? Does the solution

better integrate if built on SharePoint? Etc…

Training What kind of learning curve will the users have?

Prepare a training plan for go-live.

Governance Policies Determine how existing governance policies should

affect your solution/application. What permission

groups should exist. Can you use pre-existing

permissions?

Step 1: Think it through; get your users involved!

Step 2: Sample Questions

Identify Requirements From Your End Users

What processes are you currently doing with Email & Office today?

Do you have any paper based processes?

What do you track in your department? How do you track it?

What kind of reports do you look at? How are they distributed to you? Is

the data static?

How do you collaborate on documents today?

What kind of forms are required in your department? How do you

distribute them and how do the users execute them?

DEMO

Questions?

@ginammontgomery

@softmart

www.ginamontgomery.com

www.blog.softmart.com

Gina.Montgomery@softmart.com