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SharePoint Governance from the Trenches: Sony Electronics Case Study
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Page 1: Governance from the Trenches -- Sony Electronics Case Study

SharePoint Governance from

the Trenches: Sony Electronics Case Study

Page 2: Governance from the Trenches -- Sony Electronics Case Study

INTRODUCTION TO PRESENTERS

Christian Buckley

Position: Managing Director, Americas

Responsibility: Head of Marketing and Business Dev

Experience: Since 2005, 4-time MVP

Love: Solving business problems, governance

Interests: Family, road trips, 80’s new wave music

Contact:

e: [email protected]

t: +1 425 246 2823

Melinda Morales

Position: Systems Analyst, Sony Electronics

Responsibility: Queen of SharePoint

Experience: SP since 2007, 10 years at Sony

Love: Problem Solving, Governance

Interests: Music, Gaming, All things Art

Contact:

e: [email protected]

t: +1 619 623 1587

Page 3: Governance from the Trenches -- Sony Electronics Case Study

About GTconsult

Page 4: Governance from the Trenches -- Sony Electronics Case Study

AGENDA

• Why governance continues to spark interest

• The Sony Story

• Next steps

Page 5: Governance from the Trenches -- Sony Electronics Case Study

Why Governance?Why haven’t we figured this out yet?

Page 6: Governance from the Trenches -- Sony Electronics Case Study

SharePoint Growth & Evolution

SharePoint ReleasesMetadata

Content

Page 7: Governance from the Trenches -- Sony Electronics Case Study

The CIO Dilemma:

Balancing end user requests with compliance and governance constraints, weighing costs and flexibility

Page 8: Governance from the Trenches -- Sony Electronics Case Study

The Sony StoryAdventures in SharePoint Governance

Page 9: Governance from the Trenches -- Sony Electronics Case Study

Quiet launch of SharePoint 2007

Relied upon word of mouth for adoption

User excitement generated quickly due to the change from tightly controlled intranet pages and file shares to a user-managed open platform

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 10: Governance from the Trenches -- Sony Electronics Case Study

Upgrade to 2010 and move to shared farm

Management encourages users to share documents through platform

The move from file shares to SharePoint begins

Users begin to explore build of solutions instead of just file shares

Intranet pages being re-built by business users

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 11: Governance from the Trenches -- Sony Electronics Case Study

Site-a-palooza, skyrocketed to over 6k sites

The amount of growth following upgrade was unexpected

Administration teams were struggling to keep pace

User frustration on the rise due to the sea of sites

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 12: Governance from the Trenches -- Sony Electronics Case Study

The time for governance is upon us

Starts and stops initially due to personnel turnover

Challenges with ownership, management buy-in, prioritization

A long and winding road

Governance

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 13: Governance from the Trenches -- Sony Electronics Case Study

Business Stakeholders began to build the case for business ownership

Internal audit results again pushed for governance

Mandatory upgrade to 2013 aided the call for shared ownership of the platform

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 14: Governance from the Trenches -- Sony Electronics Case Study

Business ownership of the platform is officially established

Full speed ahead on governance best practices

Begin the switch from file shares to solutioning

Governance Committee established

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 15: Governance from the Trenches -- Sony Electronics Case Study

Analysis of what business needs and what corporate mandates exist to create policy

Began a deep dive into content for clean-up and identification

Set mandates for eligibility to migrate to new platform in order to force compliance

Our Top Chores:

1. Identify abandoned sites2. Identify business critical sites3. Catalog front-end customizations4. Define ownership of every remaining sites5. Classify information on remaining sites6. Inform all known site owners of new policy

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 16: Governance from the Trenches -- Sony Electronics Case Study

Set goal to “teach them to fish”

Rewards and recognition program put into place

Communication is key

Business owner focus on relationship building

Education on best practices

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 17: Governance from the Trenches -- Sony Electronics Case Study

Implementation of Center of Excellence

Formalized reporting on violation of policy and guidelines

Monthly governance committee meetings

Living, breathing governance entity

Git R Done

User Empowerment

Spring Cleaning

We see the light!

The Perfect Storm

The “G” Word

O-M-G Things just got real

2010 Upgrade

MOSS 2007 soft launch

Page 18: Governance from the Trenches -- Sony Electronics Case Study

The practical approach

#1. Partner IT with business & Hash it out.Break down the walls of communication and share the ownership of your platform with the business. Come to agreement on what tools should be available for users and which should be locked down.

#2. Make it official & Lay the fence. Map potential risks from increased development ability for users. Create policy to direct users and stakeholders as to the intent of the tool and the proper uses. Implement parameters for users to operate in safely. Publish governance documentation.

#3. Communicate & Empower. Reach out to your Power Users and engage them on the new direction. Get feedback on the established parameters and get buy in. Define a method of empowerment that encourages users to play by the rules and want to learn the best way of building their own solutions.

#4. Monitor & Refine. Keep tabs on what the business is doing and who is doing it. Monitor for any breaches of governance or policy.

Recommendations

Page 19: Governance from the Trenches -- Sony Electronics Case Study

Q&A

Questions? Throw them at us!

Page 20: Governance from the Trenches -- Sony Electronics Case Study

Let’s get your governance party started!

Governance “Remix” Workshop

• Looking for help in assessing your current business process gaps, and developing a strategy for

making governance a more proactive and sustainable activity within your SharePoint environment?

• GTconsult is proud to offer a helping hand in getting your SharePoint governance focused and

ready for the future!

• On-site assessment of your governance needs

• Process documentation and recommendations

• Implementation assistance

• On-going support and advice

• Various package options available to fit YOUR organizational needs

Page 21: Governance from the Trenches -- Sony Electronics Case Study

Contact GTconsult

If you would like to talk to GTconsult about your

SharePoint governance strategy and how we can

help make your deployment successful, please

visit our website at www.GTconsult.com

Or send us an email with your questions:

[email protected]

[email protected]