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Erica Toelle
Caiman Consulting
SharePoint Governance
Share Conference | 2
Share Conference 2014 by the Numbers
Over 400 Delegates
55 Sessions
31 Local Speakers
13 International Speakers
17 Sponsors
14 Hot Topics
3 Days
Share Conference | 3
Our SharePoint Story: We Started Somewhere Else
Share Conference | 4
Someone Installed SharePoint
Share Conference | 5
Everyone Asked You Questions
Share Conference | 6
SharePoint Became Your Full Time Job
2007
2008
Share Conference | 7
You Get Your Big Break2008
2009
Share Conference | 8
What Happened?
Released: July 15, 2010
Released: November 13, 2006
Change the
Conversation!
Share Conference | 10
Reactive Conversation
Share Conference | 11
Proactive Conversation
Share Conference | 12
Your Next Promotion!
Governance is about bringing clarity
and definition to all areas of the
business, not just SharePoint
Share Conference | 14
Governance!
Share Conference | 15
What are These People Called?
Enterprise
Architects!
…and
sometimes
Business
Consultants ;)
Governance Framework
Strategy Governance
Data / Information
Governance
Technology Governance
Operations Governance
Technology Governance [SharePoint Example]
• SharePoint roadmap
• Patching, site provisioning, etc.
• Architecture
• Use of custom code
• What will we support / not support?
Information and Data Governance
• What data goes where?
• Security and compliance
• Taxonomy, metadata, and content types
• Business Intelligence
• Knowledge Management
• Leverage Information as a Strategic Asset
Operations Governance
• Program / Project Management
• Business Process Management
• Roles and Responsibilities
• Core and support operational structures that transcend
functional and organizational boundaries
Strategy Governance
• Strategic Goals of the Organization
• Business Model
• Performance management
• Culture
• Investment decisions
• Decision making path
• Organizational Change Management
• Ethical guidelines and values
Strategy
Data / Information
Technology
Operations
Project /
Solution
DepartmentOrganization
Your Areas of Influence
Project / Solution Level
Strategy
Technology
Information /
Data
Operations
• How does the project support organizational goals?
• How are we making decisions?
• Drive culture change, e.g., collaboration
• Why should we invest in this?
• Are we creating or improving a process?
• Who owns the solution when we are done?
• How will we manage risks from the final solution?
• Does our solution comply with data policies?
• Are we following information lifecycle guidelines?
• What data should not be stored on our solution?
• How does this project fit into the technology roadmap?
• Are we following architecture policies?
Department Level
Strategy
Technology
Information /
Data
Operations
• What opportunities do you see in the next 12 months?
• Where is your culture toxic? How should it change?
• What is going well? Can this be leveraged elsewhere?
• Do we have the right people in the right roles?
• Are we managing our projects as a portfolio?
• Does another department have data that we can use?
• How can we use business intelligence to drive insights?
• Can we leverage a solution another department has created?
Organization Level
Strategy
Technology
Information /
Data
Operations
• Are there any opportunities for innovation?
• How can we support our business model through better technology
tools?
• Where are there opportunities to gain efficiency?
• Why do we do things this way?
• How can we tie our data systems together?
• Will this metadata term be useful to other people?
• How are we going to leverage technology to be more competitive?
• How can we use technology to serve our customers better?
Why Governance?
• When things are clearly defined it’s easier to change
quickly: can clearly communicate WHAT is changing
• Gives people a framework for independent decision
making – reduce the need for micro management
– Social can add value with transparency
– Speed of execution is a differentiator
• Consistent delivery of outcomes and experiences
• You have a unique perspective in your organization
• Speak up based on your experience
• Drive broader conversations
• Be succinct and fact based
• You can be a thought leader in your organization!
Share Conference | 26
In Conclusion
me@ericatoelle.com
+1 206-200-0002
Skype: ericatoelle
ericatoelle.com
linkedin.com/in/ericatoelle/
facebook.com/ericatoelle/
@EricaToelle

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SharePoint Business Governance

  • 2. Share Conference | 2 Share Conference 2014 by the Numbers Over 400 Delegates 55 Sessions 31 Local Speakers 13 International Speakers 17 Sponsors 14 Hot Topics 3 Days
  • 3. Share Conference | 3 Our SharePoint Story: We Started Somewhere Else
  • 4. Share Conference | 4 Someone Installed SharePoint
  • 5. Share Conference | 5 Everyone Asked You Questions
  • 6. Share Conference | 6 SharePoint Became Your Full Time Job 2007 2008
  • 7. Share Conference | 7 You Get Your Big Break2008 2009
  • 8. Share Conference | 8 What Happened? Released: July 15, 2010 Released: November 13, 2006
  • 10. Share Conference | 10 Reactive Conversation
  • 11. Share Conference | 11 Proactive Conversation
  • 12. Share Conference | 12 Your Next Promotion!
  • 13. Governance is about bringing clarity and definition to all areas of the business, not just SharePoint
  • 14. Share Conference | 14 Governance!
  • 15. Share Conference | 15 What are These People Called? Enterprise Architects! …and sometimes Business Consultants ;)
  • 16. Governance Framework Strategy Governance Data / Information Governance Technology Governance Operations Governance
  • 17. Technology Governance [SharePoint Example] • SharePoint roadmap • Patching, site provisioning, etc. • Architecture • Use of custom code • What will we support / not support?
  • 18. Information and Data Governance • What data goes where? • Security and compliance • Taxonomy, metadata, and content types • Business Intelligence • Knowledge Management • Leverage Information as a Strategic Asset
  • 19. Operations Governance • Program / Project Management • Business Process Management • Roles and Responsibilities • Core and support operational structures that transcend functional and organizational boundaries
  • 20. Strategy Governance • Strategic Goals of the Organization • Business Model • Performance management • Culture • Investment decisions • Decision making path • Organizational Change Management • Ethical guidelines and values
  • 21. Strategy Data / Information Technology Operations Project / Solution DepartmentOrganization Your Areas of Influence
  • 22. Project / Solution Level Strategy Technology Information / Data Operations • How does the project support organizational goals? • How are we making decisions? • Drive culture change, e.g., collaboration • Why should we invest in this? • Are we creating or improving a process? • Who owns the solution when we are done? • How will we manage risks from the final solution? • Does our solution comply with data policies? • Are we following information lifecycle guidelines? • What data should not be stored on our solution? • How does this project fit into the technology roadmap? • Are we following architecture policies?
  • 23. Department Level Strategy Technology Information / Data Operations • What opportunities do you see in the next 12 months? • Where is your culture toxic? How should it change? • What is going well? Can this be leveraged elsewhere? • Do we have the right people in the right roles? • Are we managing our projects as a portfolio? • Does another department have data that we can use? • How can we use business intelligence to drive insights? • Can we leverage a solution another department has created?
  • 24. Organization Level Strategy Technology Information / Data Operations • Are there any opportunities for innovation? • How can we support our business model through better technology tools? • Where are there opportunities to gain efficiency? • Why do we do things this way? • How can we tie our data systems together? • Will this metadata term be useful to other people? • How are we going to leverage technology to be more competitive? • How can we use technology to serve our customers better?
  • 25. Why Governance? • When things are clearly defined it’s easier to change quickly: can clearly communicate WHAT is changing • Gives people a framework for independent decision making – reduce the need for micro management – Social can add value with transparency – Speed of execution is a differentiator • Consistent delivery of outcomes and experiences
  • 26. • You have a unique perspective in your organization • Speak up based on your experience • Drive broader conversations • Be succinct and fact based • You can be a thought leader in your organization! Share Conference | 26 In Conclusion
  • 27.