SharePoint Wiki Plus and Amdocs Pedia case study Nimrod Geva [email protected] KWizCom.

SharePoint Wiki Plusand

Amdocs Pedia case studyNimrod [email protected]

KWizCom

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

We’re talking about…• Creating a 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

Who’s using Amdocs Pedia?• 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

What is AmdocsPedia ?• An enhanced wiki knowledge base• KWizCom’s WikiPlus - an add-on for MOSS 2007• Developed as a collaborative Amdocs – KWizCom

project

The best Wiki-based Enterprise KM solution!

PortalPortalCollaborationCollaboration

BIBI ECMECM

SearchSearchBusiness Processes

What is a Wiki?

• A collection of web pages with unique structure and functionalityNo need to download/upload large files/documentsNo rigid hierarchy – a network of intuitive links between pagesLinks are based on topics. Topics become page names. No need to

know file locations. No URLsEasy to create new pages and categoriesAutomatic version management allows everyone to write, yet keeps

content safe Interactive environment – favorites, subscriptions, discussions, rating

A large shared “notebook” that everyone can easily write in, at any time

Why use it?• 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

What you can use a Wiki for?

• Company procedures archive• Learning materials archive• A knowledge base for customer support• An interlinked “encyclopedia” / dictionary• Professional knowledge sharing between experts

and projects

How did it start?• 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”

Starting the journey• 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

The journey (Continued)• 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

Current deployment in amdocs• 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)

?What made it a success• 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

Diving Deep –

Wiki Plus features

The Wiki Plus features

• 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

Wiki features (continued)…• 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!

Quick product feature tour

Find articles by Tags/Categories

Or by their ratings

Let’s click this tag..

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

contentClicking the “Check forms

authentication” page link opens this wiki page in View mode.

Content(with forward links)

Page’s properties

Per-page discussions

This is the wiki page in View mode

Edit any of the forward links (this will create a new wiki

page)

What can I do while reading this page?

Find other pages connected to related categories/tags

Rate this page

Subscribe to alerts on this page

Edit the page

Let’s create a new page

You can create a page based on

Content templates (just like in MS Office)

Content Preview

The Wiki Plus Editor

Full rich text Web & Wiki editor

You can clone an existing page

(and save a lot of time )

Wiki Markup snippets(for wiki beginners that are

not skilled wiki authors)

Enhanced management of images, attachments

and links

Content snippets allow you to share reusable

pieces of contentYou can easily save a page as a new content

template

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

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.

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.

The Wiki Plus Editor – Include content snippets

The Wiki Plus Editor – Include content snippets

We have a standard order confirmation message we use in

many pages.In order to use it I will click the

“Content Snippets” button.

Clicking the “Order Confirmation” option will add this shared piece of content to

the page

Share useful, reusable, rich-content snippets!

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)

The Wiki Plus Editor – Hierarchical categories

In this mode authors are only allowed to select from centrally managed categories.

(You can select you preferred tagging methodology)

Click the “Browse” button and select categories:

Categorize your page by checking the required categories in the

category tree

Content lifecycle management(Take control of your content!)Content lifecycle management(Take control of your content!)

Every page has an Owner (or several) that has special permissions:1.Can delete the page2.Can restore previous versions3.Gets an email notification when someone else changes the page4.Can define expiration period

After defining a Lifecycle alert:1.When the page is about to expire – page owners get a notification email (“Please renew the page”)2.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)

Avoid obsolete content - make your content always relevant and accurate!

Automatic Table of contents

You can edit parts of a page

More Wiki features

Advanced ReportsAdvanced Reports

Advanced ReportsPages Report

Advanced ReportsPages Report

Concrete information on how your KM solution is being used.

Example: which pages were viewed most in the last month?

Preview before SavePreview before Save

Wiki Plus ArchitectureIt is all standard SharePoint

building blocks..Wiki Plus Library Definition

Custom Field Types:TaggingRatingWikiPlus

Wiki Plus Content Type

Wiki Plus Master Page

Wiki Plus Site Template

StylesheetResource files

Web Part pages and web parts

Wiki Plus Feature

Support Central & Distributed architecture

Customizable data layer

Customizable layout

Content lifecycle management

Enterprise Taxonomy

Rich web + Wiki editor

Supports all MOSS features & framework

Wiki Plus Unique Features

Enables the implementation of a tailored business solution

SharePoint Wiki Plus is a recognized MOSS-based Wiki

solution.

Thank You!

Questions ?

Nimrod [email protected]

KWizCom