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The Ultimate Intranet
Building an Interactive Destination Work Hub



                                               Presented by:
Housekeeping
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not to
    disturb others.
• Follow the Heartland Conference
    on Twitter @ICCSPC and hashtag #ICCSPC
• Join us for BuckeyeSPUG at the Microsoft Office after the closing for a
  special presentation by MVP Christian Buckley and SharePint afterwards
Agenda
•   Introduction
•   Plan for Success
•    Design & UX – Don’t leave home without it!
•   Find a Trusted Partner
•   Demo
•   Conclusion
About Me
    Michelle Caldwell, PSM, SSGB
    SharePoint Delivery Manager @ ICC

         www.shellecaldwell.com
         @shellecaldwell

         Linkedin.com/in/michellecaldwell

         mcaldwell@iccohio.com



4    © 2013, Information Control Corporation
Getting Started
Quick Win
Enterprise Roadmap
Not Just “Any” Vision




9    © 2013, Information Control Corporation
32   22
Platform Mapping
             Business Connectivity Services     Ribbon UI
             InfoPath Form Services             SharePoint Workspace
             External Lists                     SharePoint Mobile
             Workflow                           Office Client and Office Web App
             SharePoint Designer                Integration
             Visual Studio                      Standards Support
             API Enhancements
             REST/ATOM/RSS


                                                    Tagging, Tag Cloud, Ratings
                                                    Social Bookmarking
                PerformancePoint Services           Blogs and Wikis
                Excel Services                      My Sites
                Chart Web Part                      Activity Feeds
                Visio Services                      Profiles and Expertise
                Web Analytics                       Org Browser
                SQL Server Integration
                PowerPivot

                                                  Enterprise Content Types
                                                  Metadata and Navigation
                Social Relevance                  Document Sets
                Phonetic Search                   Multi-stage Disposition
                Navigation                        Audio and Video Content Types
                FAST Integration                  Remote Blob Storage
                Enhanced Pipeline                 List Enhancements


11    © 2013, Information Control Corporation
Review Current Architecture
Governance Alignment
Overcome the Obstacles




 Information Silos             Bandwidth

Social Media      Shared Resources
Findings & Recommendations
Sending Corporate Message
      Knowledge Management
       Accelerate
Planning for
                                                 Success




15   © 2013, Information Control Corporation
Phased Approach
Early Fall 2012                  Pre-Planning




                          Document Management
 Architectural Stabilization                         Retention Policy Automation - Including Alerts and Tracking
                                                                             Mobile Access to the Employee Portal
 Governance Alignment Expand Forms Center            SearchableDatabase to CSM Phone Recordings
                                                           Skills Customer from outside of the network
 Change Management Role Based Services               ARIS Travel Condition Mobile Access from Personal Devices
                                                           Overhaul – Transfer to SharePoint
                          User subscribed content
 Company & Department content                        Public RecordsLibrary Geospatial analysis
                                                           Acronym Request Process
 Audience Targeting       File Share migration       Fileshare to SharePoint migration
                                                           “I Care” ProgramGIS Integration
 Portal Design            Notes migration            LotusMorning Media Update
                                                            Notes to SharePoint migration
 Consistent Branding Document Scanning & Indexing    Project Status Roll-Up
                                                           Mobile Applications
 Replace EPIC and eLine Main PagePolicy Automation
                          Retention                  Outage Management
                                                           Work Intake Process
 Content Management FAST Search                      SAP Integration
                                                           Special Interest Sites
 Migrate BTS Site         “Downed Wire” Search       Change Management Process
                                                           Site Provisioning Tool
 Migrate Strategy Center“Gas Leak” Search            Facilitate Training and Knowledge Transfer
 External System Links                               Systems Documentation
 Social Networking
 Multi-media
 Initiate Forms Center
 Internet Accessible
 Mobility – iPad, iPhone, Droid, BB
Built to Last
User Personas

The intranet will
succeed only if there’s
something there that
everyone needs – and if
it’s easy enough to
access so that users
don’t bail


 20       © 2013, Information Control Corporation
Information Architecture
  21     © 2013, Information Control Corporation
Framing our Future

• Site Architecture on
  Display
• Clarification of Features
• Usability Front & Center
• Ease of Growth
• Iterative Process
• Saves Time & Money
• Proven Process
  22        © 2013, Information Control Corporation
23   © 2013, Information Control Corporation
Designing the Future




24    © 2013, Information Control Corporation
What’s My Name?



25   © 2013, Information Control Corporation
Agile Ninjas




26   © 2013, Information Control Corporation
27   © 2013, Information Control Corporation
Launch




28   © 2013, Information Control Corporation
Conclusion

     • Have a Plan
     • Design & User
       Experience
     • Have a trusted
       partner




29       © 2013, Information Control Corporation
Thank
                                                You

30   © 2012, Information Control Corporation
31   © 2012, Information Control Corporation
32   © 2013, Information Control Corporation
About Me
     Michelle Caldwell, PSM, SSGB
     SharePoint Delivery Manager @ ICC

          www.shellecaldwell.com
          @shellecaldwell

          Linkedin.com/in/michellecaldwell

          mcaldwell@iccohio.com



33    © 2013, Information Control Corporation

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The Ultimate Intranet Building an Interactive Destination Work Hub

  • 1. The Ultimate Intranet Building an Interactive Destination Work Hub Presented by:
  • 2. Housekeeping • Please turn off all electronic devices or set them to vibrate. • If you must take a phone call, please do so in the hall so as not to disturb others. • Follow the Heartland Conference on Twitter @ICCSPC and hashtag #ICCSPC • Join us for BuckeyeSPUG at the Microsoft Office after the closing for a special presentation by MVP Christian Buckley and SharePint afterwards
  • 3. Agenda • Introduction • Plan for Success • Design & UX – Don’t leave home without it! • Find a Trusted Partner • Demo • Conclusion
  • 4. About Me Michelle Caldwell, PSM, SSGB SharePoint Delivery Manager @ ICC www.shellecaldwell.com @shellecaldwell Linkedin.com/in/michellecaldwell mcaldwell@iccohio.com 4 © 2013, Information Control Corporation
  • 7.
  • 9. Not Just “Any” Vision 9 © 2013, Information Control Corporation
  • 10. 32 22
  • 11. Platform Mapping Business Connectivity Services Ribbon UI InfoPath Form Services SharePoint Workspace External Lists SharePoint Mobile Workflow Office Client and Office Web App SharePoint Designer Integration Visual Studio Standards Support API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking PerformancePoint Services Blogs and Wikis Excel Services My Sites Chart Web Part Activity Feeds Visio Services Profiles and Expertise Web Analytics Org Browser SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Social Relevance Document Sets Phonetic Search Multi-stage Disposition Navigation Audio and Video Content Types FAST Integration Remote Blob Storage Enhanced Pipeline List Enhancements 11 © 2013, Information Control Corporation
  • 13. Overcome the Obstacles Information Silos Bandwidth Social Media Shared Resources
  • 14. Findings & Recommendations Sending Corporate Message Knowledge Management Accelerate
  • 15. Planning for Success 15 © 2013, Information Control Corporation
  • 16. Phased Approach Early Fall 2012 Pre-Planning Document Management Architectural Stabilization Retention Policy Automation - Including Alerts and Tracking Mobile Access to the Employee Portal Governance Alignment Expand Forms Center SearchableDatabase to CSM Phone Recordings Skills Customer from outside of the network Change Management Role Based Services ARIS Travel Condition Mobile Access from Personal Devices Overhaul – Transfer to SharePoint User subscribed content Company & Department content Public RecordsLibrary Geospatial analysis Acronym Request Process Audience Targeting File Share migration Fileshare to SharePoint migration “I Care” ProgramGIS Integration Portal Design Notes migration LotusMorning Media Update Notes to SharePoint migration Consistent Branding Document Scanning & Indexing Project Status Roll-Up Mobile Applications Replace EPIC and eLine Main PagePolicy Automation Retention Outage Management Work Intake Process Content Management FAST Search SAP Integration Special Interest Sites Migrate BTS Site “Downed Wire” Search Change Management Process Site Provisioning Tool Migrate Strategy Center“Gas Leak” Search Facilitate Training and Knowledge Transfer External System Links Systems Documentation Social Networking Multi-media Initiate Forms Center Internet Accessible Mobility – iPad, iPhone, Droid, BB
  • 18.
  • 19.
  • 20. User Personas The intranet will succeed only if there’s something there that everyone needs – and if it’s easy enough to access so that users don’t bail 20 © 2013, Information Control Corporation
  • 21. Information Architecture 21 © 2013, Information Control Corporation
  • 22. Framing our Future • Site Architecture on Display • Clarification of Features • Usability Front & Center • Ease of Growth • Iterative Process • Saves Time & Money • Proven Process 22 © 2013, Information Control Corporation
  • 23. 23 © 2013, Information Control Corporation
  • 24. Designing the Future 24 © 2013, Information Control Corporation
  • 25. What’s My Name? 25 © 2013, Information Control Corporation
  • 26. Agile Ninjas 26 © 2013, Information Control Corporation
  • 27. 27 © 2013, Information Control Corporation
  • 28. Launch 28 © 2013, Information Control Corporation
  • 29. Conclusion • Have a Plan • Design & User Experience • Have a trusted partner 29 © 2013, Information Control Corporation
  • 30. Thank You 30 © 2012, Information Control Corporation
  • 31. 31 © 2012, Information Control Corporation
  • 32. 32 © 2013, Information Control Corporation
  • 33. About Me Michelle Caldwell, PSM, SSGB SharePoint Delivery Manager @ ICC www.shellecaldwell.com @shellecaldwell Linkedin.com/in/michellecaldwell mcaldwell@iccohio.com 33 © 2013, Information Control Corporation

Notes de l'éditeur

  1. In the beginningQuick WinBuilding a VisionCurrent State AnalysisBuilding the PlanBuilding the teamAttention to Design/UXIterative DevelopmentBuilt to LastAdoption
  2. Founding member of BuckeyeSPUG (COSPUG)Been working with SharePoint since 200515 years of IT experienceLead a team of 45 SharePoint consultantsProfessional Scrum MasterSix Sigma CertifiedSharePoint Saturday Speaker and OrganizerDog Food Conference Planning Committee
  3. Consumers knew it was important to get a quick win since the first phase of iConnect was going to take months to deliver. This gave them an opportunity to accomplish a couple of things within the first 8 weeks of this processGet the executive team involvedShow valueRelease something to the rest of the organization to build credibility and build excitementHave a joint success between Corp Comm, IT and a new partner ICCThis provided Consumers with a great launching point for their achieving their future goalsImportance of a quick win “low hanging fruit”
  4. So What was this quick win?Strategy Center is a microsite this is used to communicate Consumers strategic corporate messages as well as Leadership Blogs and videosThe CEO – John Russell supported this site and actively promoted it to his staff. It was launched at (an all employee meeting) to provide employees with a new way to engage the leadership team, provide transparency in the corporate strategy and share important information
  5. Immediately following the launch of Strategy Center Consumers Energy and ICC began working on CE’s Enterprise RoadmapThis would lay the ground work for defining the long term vision of not only iConnect (The employee portal) but for SharePoint as an Enterprise Platform as well as ensuring that they had a plan to scale their infrastructure, governance and policies to support this evolving platform
  6. The CIO’s vision was to have an employee portal that could support her IT vision ofAny Content, Anywhere, Any Device
  7. We interview 32 Stakeholders across the entire organizationand then mapped the results over 22 Information Categories
  8. Then we mapped the 22 information categories to SharePoint 2010 Enterprise capabilities by workloadAnd prioritized and ranked each requirements by a few factors:Alignment to strategic business objectiveTotal business impactComplexityTime & Cost to implement
  9. Reviewed current custom solutions and Architecture to understand what would need to be addressed and in what phase in order to support the business requirements
  10. All of this research and analysis provided us some keen insights into some of the obstacles we would face in implementing the vision for iConnectExamples of this included:Breaking down silos of informationEncouraging more organization transparencyChanging the way employees communicated and received information (mostly emails and hard copy)Transitioning from one social platform to another (moving from Yammer to NewsGator)Technical hurdles includingNetwork bandwidthMisalignment between the IT and Business regarding certain policies and goveranace guidelines
  11. Employee collaborationConnecting across regions, LOBs, interestsOrganizational transparencyCapturing corporate knowledgeSharing corporate knowledgeIncrease productivityShare securelyAccelerate decision makingIdentify subject matter expertsSocial media connectionsManage unstructured dataKeep content fresh and relevantPredictable information structureSending corporate messagesDisparate workforceDisconnected workforceIncrease user adoptionIncrease senior leadership interactions
  12. Built to Last – Consumers wanted to build an intranet not just to suit today’s needs but an intranet that could evolve as their business evolved. This initial phase was built with a long term goal in mind and with proper governance and design guidelines in place iConnect will continue to scale in features and functionality without loosing its brand message and information architecture.
  13. Identify Key StakeholdersWe formed a Content Committee made up of Key Stakeholders from across the organization and some of their staffThis was headed up by a Business Project Manager aligned to the Corp Communications TeamThis team is responsible for content creation, determining the information architecture, design input, content pouring, training and adoption, providing input for governance guidelines, testing and training
  14. CE needed to know what content they currently had then we determined what content would get: (including links, docs, text, images, videos, etc.)-moved-retired-refreshed
  15. User Personas – New Employee
  16. Information Architecture that allows for a personalized portal that allows for future growthOur CompanyOur CustomersNew & InfoMy TasksCollaborationLearning CenterSAPHelp MeStrategy Center
  17. Wireframes where an important part of the process – this helps feed the final design
  18. To build this highly interactive destination work hub we had to bring in a team of agile ninjas from both sides to deliver to the plan. The teams worked out of both Columbus Ohio and Jackson Michigan. Daily work was tracked on a team sprint board in the Columbus Ohio Development Center while the Jackson Michigan team worked collaboratively in the iConnect War Room – both team communicated often via webex, conference calls, daily standups, lync and onsite visits
  19. Preferences PanelPersonal linksTargeted Alerts
  20. I hope you found this to be interesting and useful.Thanks for coming.Wait for the applause to build….Let me just tell you how you can contact me, and then I’ll take questions.
  21. Please fill out your surveys if you haven’t done so already and give them to Dan our debonaire room host
  22. Founding member of BuckeyeSPUG (COSPUG)Been working with SharePoint since 200515 years of IT experienceLead a team of 45 SharePoint consultantsProfessional Scrum MasterSix Sigma CertifiedSharePoint Saturday Speaker and OrganizerDog Food Conference Planning Committee