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Using Sharepoint to solve business problems 
Amos Wachanga 
awambugu@technobrainltd.com 
2014 
@wachanga
Who am I? 
•I am Amos Wachanga 
•A Software Engineer 
•A Project Lead 
•A Business Analyst 
•Who loves solving problems using technology 
•Who loves Sharepoint 
•……and more….
About Techno Brain 
We are a leading custom software application provider offering innovative IT Solutions, IT Education and Training and BPO / IT Enabled Services to NGOs, Government and Private organizations globally. 
Part of out solutions include Sharepoint based solutions and implementations. 
Welcome to our Headquarters (Nairobi, Kenya.)
Agenda 
Main objective :-We see how Sharepoint would be used in a practical business scenarios, and how to go about creating the solution 
Mini objective:-We get to see some cool Sharepoint features
The Scenario….
Management Team 
Sales & Delivery Teams 
Finance, Marketing & HR Teams 
IT 
(Developers & Administrators) 
Public 
(Clients, Potential Clients)
Our Business Problems 
Collaboration 
Communication 
Data collection 
Business workflows 
Data visualization 
Public Website 
Data visualization 
IT Governance 
Reduce costs 
……..and some more
Managers 
Overall management of the company 
Decisions on which route to take 
Coordinating the overall business
Using sharepoint to solve business problems #spsnairobi2014
Sales and Delivery 
Collaboration 
Must do more with less 
Searching for content 
…….
Using sharepoint to solve business problems #spsnairobi2014
Finance, Marketing & Hr 
Cost reduction 
Get the word out 
Employees are engaged 
Collaboration 
…..and some more
Using sharepoint to solve business problems #spsnairobi2014
IT (Admin & Developers) 
Need to provide a solution 
That’s easy to manage 
And maintains proper IT governance
Using sharepoint to solve business problems #spsnairobi2014
Sharepoint 
ABOUT SHAREPOINT AND NEW FEATURES IN SHAREPOINT 2013
What is Sharepoint? 
Sharepoint is a software platform, not just a product 
Just as MS Office is not a product, rather it’s a suite of products (MS Word, MS PowerPoint…) 
Sharepoint is a large set of functionality bundled together 
Sharepoint 
ECM 
Collaboration 
Enterprise Search 
Business Workflow 
Business Intelligence 
Portals
Sharepoint 2013 Feature-set
Enterprise Content Management 
Site-level retention policies 
◦Compliance levels extended to sites 
◦Policies include: 
◦Retention policy for sites and Team Mailbox associated with site 
◦Project closure and expiration policy 
Discovery Center 
◦Designed for managing discovery cases and holds 
◦Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
Enterprise Content Management 
Manage all your content on Sharepoint 
◦Support for searching and exporting content from file shares 
◦Export discovered content from Exchange and SharePoint 
Team folders 
◦Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
Web Content Management 
Support the tools and workflows designers use 
Variations & Content Translation 
Search Engine Optimization 
Cross Site Publishing 
Video & Embedding 
Image renditions 
Clean Urls 
Metadata navigation
Social 
Microblogging 
◦Share content, links, and media 
◦Follow people, sites, content, and conversations 
Activity Feeds 
◦Provides a view into recent activity related to content, links, media, and people
Social 
Communities 
◦Community sites with self-service administration and moderation 
◦Modern community features such as achievements and reputation 
Discussions 
◦Modern discussion boards 
Blogs 
◦Client application integration 
◦Categories, comments, and moderation
My Site Host -The Landing Page 
Newsfeed: shows you updates on social activities for items and people you are following: 
◦People posts 
◦People profile changes 
◦Changes on followed documents 
◦Items tagged with followed tags 
◦Mentions 
◦Activities: all my activities 
◦Likes 
◦Company Feeds
My Documents 
Provides a single place for users to create, share, collaborate and follow important documents 
In 15 my sites have a single document library that can be user for private document as well as documents shared with others 
So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with: 
◦All: provides an overall view of documents in the My Documents 
◦Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
Offline Libraries: Folder Sync 
Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience. 
◦Works for My Documents as well as other SharePoint 15 Document Libraries. 
Makes your documents accessible online, offline or in-between and your changes are automatically synced 
◦Syncs libraries across multiple devices 
Overlays on files and folders so you can easily tell if your content is in sync. 
Enables quick access to useful options in the System Tray area.
My Tasks
Search 
New Search architecture with one unified search 
Personalized search results based on search history 
Rich contextual previews
Business Intelligence 
Excel BI 
◦Instant analysis through In Memory BI Engine 
◦Power View Add-in 
Excel Services 
◦Improved data exploration 
◦Field List and Field Well Support 
◦Calculated Measures and Members 
◦Enhanced Timeline Controls
Business Intelligence 
PerformancePoint Services 
◦Filter enhancements and Filter search 
◦Dashboard migration 
◦Support for Analysis Services Effective User 
Visio Services 
◦Refresh data from external sources –BCS and Azure SQL 
◦Supports comments on Visio Drawings 
◦Maximum Cache Size service parameter 
◦Health Analyzer Rules to report on Maximum Cache Size
Mobile 
Classic and Contemporary views for mobile browsers 
Automatic Mobile Browser Redirection 
Target different designs based on user agent string 
Office Mobile Web Apps 
◦Excel 
◦PowerPoint 
◦Word 
Push notifications
Themes 
The themes engine has been completely reworked 
Everything is now based on HTML instead of proprietary format –including support for HTML5 
◦PowerPoint is no longer used to create custom themes 
You get much richer themes and common building blocks for customizing them 
◦A background image, palette and fonts with live preview 
You can “try it out” to see how it looks
Theme Gallery 
This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:
For Developers 
Farm 
•Full trust solutions 
•Customizations to file system of servers 
•Classic model from 2007Sandbox 
•Declarative elements 
•Partially trusted code service still included for limited server side support 
SP Apps 
•New Apps model 
•Deployed from corporate catalog or office market place 
•Manage permission and licenses specifically 
•Preferred option
How to create the Solutions
Step 1: Identify the business needs of the users 
THIS IS JUST BUSINESS ANALYSIS & REQUIREMENT GATHERING
Management Team 
Sales & Delivery Teams 
Finance, Marketing & HR Teams 
IT 
(Developers & Administrators) 
Partners 
Public 
(Clients, Potential Clients)
Step 2: Evaluate which components of Sharepoint are Required and how they map to the Business Needs 
THIS HELPS TO DETERMINE WHETHER SHAREPOINT IS THE ONLY TOOL REQUIRED AND HOW SHAREPOINTMAPS TO THE REQUIREMENTS
Sharepoint 2013 Feature-set
Step 3: Procurement and Setup 
DURING THIS STEP, PROPER PLANNING IS REQUIRED (HARDWARE REQUIRED, SOFTWARE REQUIRED
For Example: Procurement and Hardware Sizing….. 
Planning: 
Proper hardware sizing 
Software setup 
IT policies and Governance 
Administration: 
Users Management –FBA, AD 
Backups and Disaster Recovery -Options
Example : Hardware Sizing 
Web Application Server 
Processor 
64-bit,four cores 
RAM 
4 GB for developer or evaluation use 
8 GB for production use in a single server or in a multiple server farm 
Hard disk 
80 GB for system drive 
Maintain twice as much free space as you have RAM for production environments. 
Database Server 
Processor 
64-bit, 4 cores for small deployments 
64-bit, 8 cores for medium deployments 
RAM 
8 GB for small deployments 
16 GB for medium deployments 
Hard disk 
80 GB for system drive 
Hard disk space is dependent on the size of your SharePoint content
Step 4: Deployment, UAT and User Training 
IMPLEMENTATION STAGE
And we have //!
Demo @ SPUG
Case Study 
LANDS INFORMATION SYSTEM
Thank you! 
Amos Wachanga 
awambugu@technobrainltd.com 
@wachanga 
2014

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Using sharepoint to solve business problems #spsnairobi2014

  • 1. Using Sharepoint to solve business problems Amos Wachanga [email protected] 2014 @wachanga
  • 2. Who am I? •I am Amos Wachanga •A Software Engineer •A Project Lead •A Business Analyst •Who loves solving problems using technology •Who loves Sharepoint •……and more….
  • 3. About Techno Brain We are a leading custom software application provider offering innovative IT Solutions, IT Education and Training and BPO / IT Enabled Services to NGOs, Government and Private organizations globally. Part of out solutions include Sharepoint based solutions and implementations. Welcome to our Headquarters (Nairobi, Kenya.)
  • 4. Agenda Main objective :-We see how Sharepoint would be used in a practical business scenarios, and how to go about creating the solution Mini objective:-We get to see some cool Sharepoint features
  • 6. Management Team Sales & Delivery Teams Finance, Marketing & HR Teams IT (Developers & Administrators) Public (Clients, Potential Clients)
  • 7. Our Business Problems Collaboration Communication Data collection Business workflows Data visualization Public Website Data visualization IT Governance Reduce costs ……..and some more
  • 8. Managers Overall management of the company Decisions on which route to take Coordinating the overall business
  • 10. Sales and Delivery Collaboration Must do more with less Searching for content …….
  • 12. Finance, Marketing & Hr Cost reduction Get the word out Employees are engaged Collaboration …..and some more
  • 14. IT (Admin & Developers) Need to provide a solution That’s easy to manage And maintains proper IT governance
  • 16. Sharepoint ABOUT SHAREPOINT AND NEW FEATURES IN SHAREPOINT 2013
  • 17. What is Sharepoint? Sharepoint is a software platform, not just a product Just as MS Office is not a product, rather it’s a suite of products (MS Word, MS PowerPoint…) Sharepoint is a large set of functionality bundled together Sharepoint ECM Collaboration Enterprise Search Business Workflow Business Intelligence Portals
  • 19. Enterprise Content Management Site-level retention policies ◦Compliance levels extended to sites ◦Policies include: ◦Retention policy for sites and Team Mailbox associated with site ◦Project closure and expiration policy Discovery Center ◦Designed for managing discovery cases and holds ◦Establishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content
  • 20. Enterprise Content Management Manage all your content on Sharepoint ◦Support for searching and exporting content from file shares ◦Export discovered content from Exchange and SharePoint Team folders ◦Seemless integration of Exchange and SharePoint to provide best of both world and end user flexibility
  • 21. Web Content Management Support the tools and workflows designers use Variations & Content Translation Search Engine Optimization Cross Site Publishing Video & Embedding Image renditions Clean Urls Metadata navigation
  • 22. Social Microblogging ◦Share content, links, and media ◦Follow people, sites, content, and conversations Activity Feeds ◦Provides a view into recent activity related to content, links, media, and people
  • 23. Social Communities ◦Community sites with self-service administration and moderation ◦Modern community features such as achievements and reputation Discussions ◦Modern discussion boards Blogs ◦Client application integration ◦Categories, comments, and moderation
  • 24. My Site Host -The Landing Page Newsfeed: shows you updates on social activities for items and people you are following: ◦People posts ◦People profile changes ◦Changes on followed documents ◦Items tagged with followed tags ◦Mentions ◦Activities: all my activities ◦Likes ◦Company Feeds
  • 25. My Documents Provides a single place for users to create, share, collaborate and follow important documents In 15 my sites have a single document library that can be user for private document as well as documents shared with others So it is “the” document library of your personal site and a set of views that give access to content people want to be connected with: ◦All: provides an overall view of documents in the My Documents ◦Shared with me: provides the ability to show all documents that have been shared with you across people’s My Documents
  • 26. Offline Libraries: Folder Sync Provides quick and easy access to Document Libraries in the familiar Windows Explorer experience. ◦Works for My Documents as well as other SharePoint 15 Document Libraries. Makes your documents accessible online, offline or in-between and your changes are automatically synced ◦Syncs libraries across multiple devices Overlays on files and folders so you can easily tell if your content is in sync. Enables quick access to useful options in the System Tray area.
  • 28. Search New Search architecture with one unified search Personalized search results based on search history Rich contextual previews
  • 29. Business Intelligence Excel BI ◦Instant analysis through In Memory BI Engine ◦Power View Add-in Excel Services ◦Improved data exploration ◦Field List and Field Well Support ◦Calculated Measures and Members ◦Enhanced Timeline Controls
  • 30. Business Intelligence PerformancePoint Services ◦Filter enhancements and Filter search ◦Dashboard migration ◦Support for Analysis Services Effective User Visio Services ◦Refresh data from external sources –BCS and Azure SQL ◦Supports comments on Visio Drawings ◦Maximum Cache Size service parameter ◦Health Analyzer Rules to report on Maximum Cache Size
  • 31. Mobile Classic and Contemporary views for mobile browsers Automatic Mobile Browser Redirection Target different designs based on user agent string Office Mobile Web Apps ◦Excel ◦PowerPoint ◦Word Push notifications
  • 32. Themes The themes engine has been completely reworked Everything is now based on HTML instead of proprietary format –including support for HTML5 ◦PowerPoint is no longer used to create custom themes You get much richer themes and common building blocks for customizing them ◦A background image, palette and fonts with live preview You can “try it out” to see how it looks
  • 33. Theme Gallery This is what the new theme gallery looks like, along with a sample of an HTML 5 based theme:
  • 34. For Developers Farm •Full trust solutions •Customizations to file system of servers •Classic model from 2007Sandbox •Declarative elements •Partially trusted code service still included for limited server side support SP Apps •New Apps model •Deployed from corporate catalog or office market place •Manage permission and licenses specifically •Preferred option
  • 35. How to create the Solutions
  • 36. Step 1: Identify the business needs of the users THIS IS JUST BUSINESS ANALYSIS & REQUIREMENT GATHERING
  • 37. Management Team Sales & Delivery Teams Finance, Marketing & HR Teams IT (Developers & Administrators) Partners Public (Clients, Potential Clients)
  • 38. Step 2: Evaluate which components of Sharepoint are Required and how they map to the Business Needs THIS HELPS TO DETERMINE WHETHER SHAREPOINT IS THE ONLY TOOL REQUIRED AND HOW SHAREPOINTMAPS TO THE REQUIREMENTS
  • 40. Step 3: Procurement and Setup DURING THIS STEP, PROPER PLANNING IS REQUIRED (HARDWARE REQUIRED, SOFTWARE REQUIRED
  • 41. For Example: Procurement and Hardware Sizing….. Planning: Proper hardware sizing Software setup IT policies and Governance Administration: Users Management –FBA, AD Backups and Disaster Recovery -Options
  • 42. Example : Hardware Sizing Web Application Server Processor 64-bit,four cores RAM 4 GB for developer or evaluation use 8 GB for production use in a single server or in a multiple server farm Hard disk 80 GB for system drive Maintain twice as much free space as you have RAM for production environments. Database Server Processor 64-bit, 4 cores for small deployments 64-bit, 8 cores for medium deployments RAM 8 GB for small deployments 16 GB for medium deployments Hard disk 80 GB for system drive Hard disk space is dependent on the size of your SharePoint content
  • 43. Step 4: Deployment, UAT and User Training IMPLEMENTATION STAGE
  • 44. And we have //!
  • 46. Case Study LANDS INFORMATION SYSTEM
  • 47. Thank you! Amos Wachanga [email protected] @wachanga 2014