This is the 1st of a 2 part blog as EPC Group has embarked on and completed our 653 successful SharePoint implementation. In the sections below, we are going to dissect how an Enterprise or Global SharePoint implementation project can become a success 99% of the time. With SharePoint being one of the most popular software platforms in the world, there are new 20 webinars a week from this month’s newest experts, 30 new articles on “how governance should really work, this way….” and 5 new SharePoint firms popping up every few months (with quite a few failing and others being acquired, for both good and bad reasons.)
EPC Group.net is celebrating this 650 successful project mark and 13 years of being in business. This article is meant to cover over a decade of real-life SharePoint “In the trenches consulting”, the 500 gallons of coffee consumed, hundreds of working (train-the-trainer) lunches, and thousands of hours of design, implementation, development, and configuration experience that we would like to share from EPC Group.
Success!
When you log in to your computer tomorrow morning, your browser’s home page will display our organization’s new “SharePoint” solution. This is an exciting time for us because this new (ECM\Intranet\Collaboration\ or “Hybrid” = all of these) platform has been designed to provide not only a consistent look and feel but a user-friendly way for our organization’s staff to store your documents, collaborate with your team members, classify sensitive and business critical information, as well as open up a “Professional Networking” (Social Networking) platform for you to communicate and have your own personal My Site within the organization.
Please follow the training links that have been provided to the new SharePoint Training Site that contains not only how-to videos but a wealth of information on how the new system operates and will benefit and increase productivity throughout our organization. We have identified Power Users within each department and these users will assist with any “level 1” type questions about the new platform and the links provided in the help section will allow you to contact the “Help Desk \ SharePoint Support Team” for any additional issues or questions you may have…
Thank you,
The SharePoint Executive Sponsor
How Did We Get to the Message Above (Go-Live)? What Were the Steps that Ensured our Successful Implementation?
SharePoint Training Session(s)
Before any go-live of a new SharePoint 2010 platform or future SharePoint release, you first have to ensure successful training as well as identification of Power Users \ Super Users. EPC Group likes to hold training and train-the-trainer session with our clients. (Sample agenda included below) Note: The pages numbers are out of our training guide and do not need to be referenced.
Agenda – level 1
I. Getting Acquainted
a. Welcome to SharePoint Portal (pages: 9 – 10)
b. Finding information when you need it (pages: 11 – 13)
c. Browsing the Site Map (page: 14)
d. Orientation to a Site (pages: 16 – 18)
e. Navigating in SharePoint (pages: 19 – 20)
f. The Anatomy of a SharePoint Site (page: 21)
II. Setting Up A Site
a. Custom and out of the box Templates (pages: 22 – 23)
b. About Lists (pages: 24 – 34)
c. Working with Announcements (pages: 35 – 37)
d. Working with Calendar (pages: 38 – 40)
e. Using Contacts (pages: 41 – 42)
f. Using Tasks (pages: 43 – 45)
g. Using the Link List (pages: 46 – 47)
III. Working with Documents and Document Libraries (pages: 55 – 76)
a. Overview
b. Adding Documents to a Library
c. Working in Explorer View
d. Checking out/in
e. Versioning
f. Recycle Bin
g. Sending Links to Files in SharePoint
IV. Working with Columns and Views (pages: 79 – 95)
a. Overview
b. Editing Column Properties
c. Adding Additional Columns to a List
d. Creating a Custom Column
e. About/Creating Views.
Agenda – level 2
V. Securing a Site (pages: 108 – 124)
a. A Word about Permissions
b. Understanding Permission Levels
c. Adding Users to Default SharePoint Group
d. Creating a Permission Level
e. Creating a Custom SharePoint Group
f. Editing a Group’s Permission Level
g. Removing a User from a Group
h. Assigning a User Individual Rights
i. Editing a User’s Permissions
j. Managing Access to Libraries and Lists
VI. Administering Your Site (pages: 126 – 132)
a. Managing Regional Settings
b. Monitoring Site Usage and Space Allocation
c. Monitoring Site Usage
d. Monitoring Space Allocation
e. Auditing SharePoint Sites
VII. Advanced Topics
a. Custom Content Type & Metadata
b. Web Parts\ InfoPath Forms & Workflow
d. Business Solutions
e. Custom Site Templates
Let’s Get Into Dissecting a Successful Engagement and the Method to EPC Group’s Project Methodologies
Project Initiation and Planning – Initiation and Definition Activities
Once the EPC Group sales and consulting staff has worked with our clients to scope and build the overall proposal and the project has been won, it is time for the Project Management Office (PMO) to start engaging as well as planning the details such as:
· Create Work Breakdown Structure
· Perform Resource planning
· Create Project Schedule
· Preparing the Budget
· Conduct Schedule Review
The EPC Group team now develops the supporting plan definition activities and Project Initiation activities such as the:
· Communication and Controlling Procedures
· Compile and inspect Project Definition Document
· Review and Approve Project Definition Document
EPC Group then rolls into our project kickoff sessions \ Preparing for Kickoff
Conduct Project Review and Kickoff Processes
· Implement EPC Group’s Project Control Documents and our internal Project
Server 2010 environment
Kicking of Requirements Gathering
o Conduct Initial Requirements Gathering Sessions and Determine
Audience
o Content Sessions
o Conduct Content Requirement Session
Services Sessions
o Conduct Services Requirement Session
Equipment Sessions
· Conduct Global Equipment Requirement Session
People Sessions
· Conduct People Requirement Session
· Conduct Global People Requirement Session
Backend Application
· Conduct Backend Application Investigation
Steering Committee Sessions
· Conduct Steering Committee Member Interviews
· Develop Requirements Document
· Conduct Requirements Document Review and Apply Updates
Requirements Document Complete
Obtain Requirements Document Client Sign Off
Requirements Phase End Review
Conduct Phase End Assessment – RequirementsPhase End Review Complete
Onsite Reviews
Conduct 1st – Onsite Review Planning Session
Development Environment
SharePoint – ORDER HARDWARE & SOFTWARE COMPLETE
SharePoint – HARDWARE & SOFTWARE RECEIVED
SharePoint – STAGE HARDWARE & SOFTWARE COMPLETE
– Provide SharePoint team support in Development Configuration
– Provide complete knowledge transfer sessions, build documents, etc.
Governance Document
Governance Overview Meeting – (Identify Roles and Responsibilities)
Discover Working Sessions
Define SharePoint Service
Define Equipment for Environment
Define SharePoint Platform as well as Supporting Software
Define Policies – From Support, Training, Go-Live, Existing Company Policies, etc. (Note: SharePoint is not meant to change company policy but to improve the user and company experience on those policies)
Design Work Sessions
Building Organizational Diagrams
Build Proposed Model
Define Information Management
Define Organizational Structure
Governance Document Draft
Construct SharePoint Services Documentation
Construct Equipment for Environment Documentation
Construct Software Documentation
Construct Information Management Documentation
Construct Organization Documentation
Construct Policies Documentation
Review Draft Governance Documentation with Client
Governance Document Final
Construct SharePoint Services Documentation
Construct Equipment for Environment Documentation
Construct Software Documentation
Construct Information Management Documentation
Construct Organization Documentation
Construct Policies Documentation
Review Draft Governance Documentation with Client
Obtain Governance Document Client Sign off
SharePoint Roadmap
Develop Roadmap Document
Review Roadmap Document
Obtain Roadmap Document Client Sign Off
EPC Group – Begins Design Portion of the Initiative
Design Process Overview Meeting
Server Configuration
Identify document management approach
Identify existing content sources _content audit or inventory
Determine content migration methodology
Review server software requirements
Plan Recycle Bin use and Site recovery
Determine site provisioning model and user experience
Determine Roles and Usage Patterns of Users
Identify number and anticipated usage patterns of users of the Web front end
Identify number and anticipated usage patterns of document management users
Identify number and anticipated usage patterns of search users
Plan Capacity
Determine normal load from roles and usage patterns
Determine number of documents stored and document store size
