The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston
Download as PPTX, PDF4 likes2,207 views
The document discusses the SharePoint Maturity Model, which was developed to help organizations holistically evaluate their SharePoint implementations and plan strategic roadmaps for improvement. It describes the model's competency and maturity level definitions, and provides an overview of how organizations can use a self-evaluation matrix to assess their current status. Examples are given for different maturity levels in areas like publication, collaboration, business processes, and people/communities. The goal of the model is to standardize conversations around functionality, best practices, and advancing SharePoint use over time.
The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston
- 1. The SharePoint Maturity ModelPresented at SharePoint Saturday Boston9 April 201114/12/2011Copyright 2011 Sadalit Van Buren
- 2. Agenda2LogisticsWhat’s in it for me?About MeAbout My CompanyAbout the SharePoint Maturity ModelAbout Microsoft’s SP CompetenciesSMM Competency DefinitionsSMM Maturity Level DefinitionsThe SharePoint Maturity Model - overviewSelf Evaluation MatrixThe SharePoint Maturity Model – detail & case studiesCredits & Resources4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 3. Logistics3QuestionsIf you’re tweeting or live blogging, please include :#SPMaturity@sadalitRaffle – Red Sox tixSharePint – The Gaff – 467 Moody St. Waltham4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 4. What’s In It For Me?The Maturity Model can help you develop your strategic roadmap, and ultimately lead to:Greater business process efficiencyA more trustworthy SP environmentHappier, more empowered usersMore time for YOUto innovate, rather than putting out fires or answering the same question over and over.You can get a quantitative sense of your progress by re-evaluating each year.You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.44/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 5. Data Model Examples54/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 6. About MeProject Manager and Business Analyst focusing on SharePoint
- 7. Working with SharePoint since beta 2003 version
- 9. Microsoft Certified Technology Specialist Consulting Manager, Burntsand6
- 10. About My CompanyLeading systems integration firm founded in January 1996
- 11. Microsoft partner with 2 gold competencies, 3 silver
- 12. More than 350 blue chip clients
- 13. Subsidiary of Open Text, local office in Waltham, MA
- 14. Publicly traded on Toronto Stock Exchange (OTEX)
- 15. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 200174/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 16. About the SharePoint Maturity ModelDeveloped in Fall 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.Starts at 100 rather than 0Does NOT cover:Public-facing websitesCompliance and regulatory issuesVisual design and brandingVersion 1 published 5 November 2010.84/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 17. About Microsoft’s SP CompetenciesRibbon UISharePoint WorkspaceSharePoint MobileOffice Client & Web App IntegrationStandards SupportBusiness Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSSSitesTagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg BrowserCommunitiesCompositesContentInsightsPerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivotSearchEnterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList EnhancementsSocial RelevancePhonetic SearchNavigationFAST IntegrationEnhanced PipelineSource: Microsoft Corp.
- 18. About Customizations in SharePointFor the purposes of the Maturity Model, Customizations are defined as anything that touches the SharePoint server – i.e. the 12 hive, inetpub, or GAC (thanks Mark Miller!)Called “Development” by some Represented with a red line in the matrix – above the line, customization may be needed.104/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 19. Competency Definitions - Core114/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 20. Competency Definitions - Advanced124/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 21. Competency Definitions - Readiness134/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 22. Maturity Level DefinitionsMaturation144/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 23. The SharePoint Maturity Model – 1 – Core ConceptsMaturation also occurs along this vectorMaturation4/12/201115Copyright 2011 Sadalit Van Buren
- 24. The SharePoint Maturity Model – 2 – Advanced ConceptsMaturation16Maturation also occurs along this vector4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 25. The SharePoint Maturity Model – 3 – Readiness ConceptsMaturation17Maturation also occurs along this vector4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 26. Self Evaluation Matrix18599500499400399300299200199100Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 27. Self Evaluation Matrix – Filled-in Example19599500499400399300299200199100Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 28. Excel Template Available20Go to http://bit.ly/SMMExcelTemplate to get your own!4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 29. Publication21Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow. 4/12/2011Copyright 2011 Sadalit Van Buren
- 30. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren22
- 31. Publication – 100-level example23Copyright 2011 Sadalit Van Buren4/12/2011 - #SPSBOS #spmaturity @sadalit
- 32. Publication – 500-level example24Source: Burntsand4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 33. Collaboration25Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). 4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 34. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren26
- 35. Collaboration – 100-level example27Copyright 2011 Sadalit Van Buren4/12/2011 - #SPSBOS #spmaturity @sadalit
- 36. Collaboration– 500-level exampleSource: Burntsand284/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 37. Business Process29Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting, tracking / auditing.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 38. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren30
- 39. Business Process – 100-level example314/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 40. Business Process – 500-level example32Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 634/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 41. Search33The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 42. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren34
- 43. Search – 100-level example35Copyright 2011 Sadalit Van Buren4/12/2011 - #SPSBOS #spmaturity @sadalit
- 44. Search – 500-level exampleSource: Burntsand364/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 45. People and Communities37The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 46. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren38
- 47. People and Communities – 100-level example39Source: Burntsand4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 48. People and Communities – 500-level exampleSource: Burntsand404/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 49. Composites and Applications41Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 50. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren42
- 51. Composites & Applications – 100-level exampleSource: Burntsand4/12/2011 - #SPSBOS #spmaturity @sadalit43Copyright 2011 Sadalit Van Buren
- 52. Composites & Applications – 500-level exampleSource: Burntsand444/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 53. Integration45Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data. 4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 54. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren46
- 55. Insight47The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 56. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren48
- 57. Insight – 100-level example49Copyright 2011 Sadalit Van BurenSource: Burntsand4/12/2011 - #SPSBOS #spmaturity @sadalit
- 58. Insight – 500-level exampleCopyright 2011 Sadalit Van Buren50Source: Burntsand4/12/2011 - #SPSBOS #spmaturity @sadalit
- 59. Infrastructure51The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 60. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren52
- 61. Staffing and Training53The human resources that support the system and the level of training with which they are provided.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 62. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren54
- 63. Customizations55Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier.4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 64. Maturity per Years of Use4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren56
- 65. Future Plans and ImprovementsWebsite with easier means of data entryMapping to vendors – services and productsBusiness Process considerations (in conjunction with Global360)Mapping to resourcingMapping to SP versionsStandard/EnterpriseCloud4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren57
- 66. Call to ActionFill out the SMM self-assessment!Send me your data to help build a data model for everyone (your name & company name will remain anonymous.)Contact me (contact info on next slide)With QuestionsWith FeedbackIf you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity.584/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 67. Upcoming EventsMay 17-18: IBF 24 – free interactive broadcast featuring live intranet tours and the latest from industry thought leaders - http://www.ibforum.com/?ibf24whatJune 1-3: SPTechCon Boston - http://www.sptechcon.com/Boston2011/ - Use code VANBUREN for $200 discountJune 20-23: Enterprise 2.0 Boston - http://www.e2conf.com/boston/594/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 68. Contact InformationSadie Van BurenTwitter: @sadalitLinkedIn: http://www.linkedin.com/in/sadalit4/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren60
- 69. Resources for the Maturity ModelSelf Evaluation Matrix:http://bit.ly/SMMpptMatrixExcel Template for the Self-Assessment:http://bit.ly/SMMExcelTemplate614/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 70. Resources for Improving SP MaturitySharePoint Server 2010: Operations Framework and Checklists - http://bit.ly/MSMOF624/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 71. Resources for Great IntranetsNielsen Norman Group - Intranet Design Annual 2011: Year's 10 Best Intranets - http://www.nngroup.com/reports/intranet/design/Slide show compiled by the Intranet Benchmarking ForumShows the home pages of 9 intranets including Coke, Coffey International & Westminster Abbey:http://www.slideshare.net/ibforum/my-beautiful-intranet-slide-showIntranet case studies - compiled by Stephan SchillerweinA list of over 50 intranet case studies including HSBC Brazil, Chr. Hansen A/S, IBM & COWIhttp://intranet-matters.de/intranet-case-studies/Intranet Global Forum Facebook Group (you need a facebook account to access) - compiled by Toby Ward - 34 photos of intranet pages http://www.facebook.com/home.php#!/group.php?gid=2723005032&v=photos634/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 72. CreditsSharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog. http://activeobjects.blogspot.com/2008/07/sharepoint-maturity-model-smm_20.htmlRate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP: http://www.endusersharepoint.com/2010/01/07/adoption-tip-4-of-8-rate-your-organizations-sharepoint-collaboration-maturity/Capability Maturity Model: http://en.wikipedia.org/wiki/Capability_Maturity_Model644/12/2011 - #SPSBOS #spmaturity @sadalitCopyright 2011 Sadalit Van Buren
- 73. 65Copyright 2011 Sadalit Van BurenThank you!4/12/2011 - #SPSBOS #spmaturity @sadalit
Editor's Notes
- #7: Webinar: my company also has a Creative Services department and specializes in usability and visual design of sharepoint – some of that you’ll see in the slides to come.Speaking:Write email address on the board!
- #9: Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
- #10: MS divides them into six groups
- #11: Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
- #12: The SharePoint Maturity Model is divided into three sections.
- #15: As we go along – please rank yourself using the sheet that was on your chair!Russ Edelman – “Different maturity levels within an organization are not unusual.”
- #19: We’re about to go into the individual competencies…
- #22: 200 – light switch metaphor.Progression from Information Management to Knowledge Management.=> Mention accessibility issues. (Harbridge 1/29/11)
- #24: Announcements – look nice with the HTML, but no way to find them individually, or archive them – if you don’t want a page that scrolls forever then you’ll have to delete them.Links – handy but not personalized.
- #25: Featured story, substories, people profileSites for you - personalizedPolls & recent search activity give a dynamic & interactive component
- #26: Not just collab around documents and files but all kinds of collaboration activities – nonlinear included.100 – SPRAWL. Other tools also being used as well as SP. Team site used (which creates problem – hundreds of empty Shared Document libraries)That notion of Progression from Information Management to Knowledge Management comes in here too – often there’s good info buried in collab sites which should be promoted to not only Final but example of work to leverage.Customizations here would be cross-site roll-up, information roll-up / aggregation, custom web parts.
- #29: Designed for collab w/external contributors…
- #30: No notes.Background - Workflow typesHuman to system – focus here.Scope – DepartmentCross site / cross departmentEnterprise – spans multiple applicationsExternal user integrationHuman to humanSystem to systemTools- OOB workflow – either true OOB or configured- SP Designer / Nintex-- Custom .NET workflow-- Integration to enterprise WF tool. K2, SkeltaAreas of focus:Auditing – on/off in SPMonitoring – build/buyReporting – oob / custom
- #34: No notes.Harbridge mentioned personalized search results on 1/29/11 – e.g. sales team gets sales-oriented results - I would make this 500 level but needs research if it will be added.Background - Search –Scope – OOB/customIntegration / connectors (ifilters) – OOB/customSEO – Y/NDisplay – facets / best bets / rankings / federation (separate or merged) / results – tabular, w/images, etc. / Actionability Integration w/automated taggingVolume – SP / Fast or other 3rd party tool.
- #38: No notes.Background:Profiles – maturity progresses through out of box, customization, LOB data, self-service.MysitesTemplate - - OOB / Customized Centralization / organization of mysite and profile (multiple MySites based on domain login etc. – ideal is single.)
- #42: Distinction between composites/dashboards – dashboards are read-only; composites are interactive.
- #45: Dynamic mapSelectable indicatorsFull detail at right
- #46: Distinction between the two – represented by slash.
- #48: Distinction between the two – represented by slash.
- #50: Credit to Christophe
- #52: Lots to consider here.One audience member (Chris M.) pointed out to me on 1/29/11 – the infrastructure maturity is correlated to the degree that IT uses the system.Background - Infrastructure Server config considerations Farm planning - Availability (redundancy / failover)ScalabilityStorage – archiving/de-provisioningLeveraging low-cost storageBLOB integrationBackup & restoreManaged using OOB toolsDefined using 3rd party or custom toolsMonitoring Updates – manual or automatedVirus checking
- #54: Mention notion of Support – it is baked in to all the 500-levels – it doesn’t matter what the support system is, what matters is that users have a way to report a problem or make a suggestion, and that this is tracked and responded to in a timely fashion.Communications, Marketing, and Culture / Change Management not specifically called out here but they are also essential to adoption of the system.
- #56: Notion of total cost of ownership – costs $ to build, costs $$$ to maintain & update. Spend more up-front to make the application configurable – so that instead of code drop, change requires update to list, XML, or database table.CustomizationsEnvironment – Prod / Prod + Shared Dev QA / Full 3+ env.Source code – none / simple file storage / source code control system.Build – manual / mixed manual + automated / automatedDeployment & rollback – manual / backup & restore / solution package & scripts / feature creationDeployment – farmwide vs. sandboxed solution (impact on overall farm due to minimized priviliges)Tier – middle (Jquery) vs ? (.NET)
- #59: Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.
- #60: Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.