Successful Requirements Gathering Sessions
SharePoint User Group
Thanks to the Organisers
Randy WhitcroftOrganiser and Co-Host
President – Syntapa TechnologiesPresident – Sales Professionals of Ottawa
Founder – i2r Global Solutions
Nick KellettCo-Organiser and Co-Host
CTO - StoneShareMicrosoft SharePoint MVP
Introduction
Business Strategist and SharePoint Architect - StoneShare
http://www.merpaw.com
@ryanmerpaw
Agenda
SharePoint Marketing Syndrome
What TheyThink is OOB
What is OOB
Actual Implementation Time
ExpectedImplementation
Time
“Just Install it…. Users Will do the Rest…”
SharePoint Sprawl
Fail to Plan, Plan to Fail
Governance Plan
Information Architecture
Centre of Excellence
SharePoint Enables Business to Solve Business Problems
“SharePoint will find errors in your business processes faster than any otherSoftware” – Bill English
What’s in it for Me
Two Types of Users – Business and Technical
Real Life Samples
Usable Tools
Participate and See it in Action
Functional capabilities
The Requirements Session
Project Introduction
What is WCM/EDRMS/Workflow/Extranet/Search/Social?
Requirements gathering – Current to Future State
Introduction and Agenda
Introduce Project
Project Manifesto
Project Team
Todays Goals
Building a Public web site to Share Content
Johnny Walker – Project Sponsor
Glen Fiddich – Project Manager
Chivas Regal – Technical Architect
Jim Beam– Business Architect
Introduction to New System
Manage Expectations
Gather Requirements
Overall Goals
Traceability Matrix
Don’t Demo SharePoint Yet!!!
The SharePoint Pie – Functional Capabilities
SitesSharePoint Sites provides a single infrastructure for all your business web sites. Share documents with colleagues, mange projects with partners and publish information to customers.
CompositesSharePoint Composites offers tools and components for creation do-it-yourself business solutions. Build no-code solution to rapidly respond to business needs.
InsightsSharePoint Insights gives everyone access to the information in databases, reports and business applications. Help people locate the information they need to make good decisions.
CommunitiesSharePoint Communities delivers great
collaboration tools – and a single platform to manage them. Make it easy for people to share ideas and work together the way
they want.
ContentSharePoint Content makes content
management easy. Set up compliance measures “behind the scenes” – with
features like document types, retention policies and automatic content sorting – and then let people work naturally in
Microsoft Office.
SearchSharePoint Search cuts through the
clutter. A unique combination of relevance, refinement and social cues helps people find the information and
contacts they need to get their jobs done.
Sites
CommunitiesComposites
Content
Search
Insights
IT Focused Topics
How the Systems are Currently Working
Current System in Place - Versions
Internet Explorer Versions – Any Other Browsers and Versions
SQL Versions
Virtualised or Physical EnvironmentsExchange Version
Active Directory Version
Windows Desktop and Server Version
Any Planned Changes
Resource Bandwidth and Expertise
The Business Focused Sessions
Web Content Management
Workflow
Extranets
Search
Social
Electronic Document and Records Management System
What is WCM?
Your external web site
A major channel to interact with you members
Building the brand awareness
Disseminate important information regarding your association
Making connections
Structured storage of unstructured content such as Documents, S/S
Keep Versions, History and Security
Collaborating on Content
Declare as an Un-Changeable Asset
Apply Content Specific Policies for Retention
What is EDRMS?
What is Workflow?
Work Processes
Content Approval Process
Single Stage or Multi-Stage
Forms Based Processes
Notifications, events, signatures
What is an Extranet?
External Secure Access to Internal Resources – Content and Processes
Can be Based on Published Versions
Could be same system or different system the internal
Collaboration Between Internal and External Parties
Self-Service
What is Search?
Find-ability of Content
Internal and External Content Combined - Federated
Increasing Results Relevancy
Metadata Based Refinements
Security Trimming – Who can see what?
What is Social?
More Public Company Presence
A Major Public Advertising Channel – Usually FREE
Building Global Brand Awareness
Disseminate Important Information
Push Advertisement not Pull Like WCM
Perpetual discussions
A Day in the Life of… YOU!
Your Name
Business you work with?
What do you like?
How do I work with the system?
What don’t you like?
What can be done to make it better for you?
Tools & Demo
Now You Can Demo SharePoint
Working with Somerset West CHC
Staff Development Request
Visio to Map the Process
Balsamic to Create Form UX
More Questions You Ask, the Better Your Understanding
Thanks for your time!
Ryan MerpawBusiness Strategist & SharePoint Architect
[email protected] http://www.merpaw.com
@ryanmerpaw