5/28/2018 12:47 PM Build a modern intranet: Real-world planning, information architecture, governance, and adoption Sue Hanley President, Susan Hanley LLC sue@susanhanley.com Office Servers and Services MVP Dave Feldman Associate Director of Collaboration, Shire dfeldman0@shire.com Office Servers and Services MVP BRK2244 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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New Version of SharePoint/ 5/28/2018 12:47 PM New Version of SharePoint/ Moving to the Cloud Priority Change Organizational Change © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Communications Collaboration Connected 5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Challenges Different Active Directories Different Cultures 5/28/2018 12:47 PM Challenges Different Active Directories Different Cultures Different Legacy Solutions Different Major Locations Licensing Challenges Overlapping Roles and Responsibilities © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM Planning © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Failing by the Numbers 40% of SharePoint projects fail 5/28/2018 12:47 PM Failing by the Numbers 40% of SharePoint projects fail Most common reasons: Inadequate user training (67%) Hard to use (66%) Lack of senior management support (64%) 58% of users report change management issues Many don’t know what SharePoint does 72% lack support for mobile device use 40% say mobile access to content is “very important” *AIIM “The Impact of SharePoint” 2016 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Plan for scalable services Internal Collaboration Internal Communication External Collaboration Chat / Enterprise Conversations Project Management Business Process Automation 10 M 3-5 SLIDES

Defining Services - Big Rocks Modern Team Sites Classic Team Sites Microsoft Teams Planner OneDrive Internal Collaboration Communication Sites Publishing Sites Yammer Groups Internal Communication Azure B2B/B2C Onboarding Process Extranet Collaboration Yammer Outlook Conversations Chat / Enterprise Conversations SharePoint Lists Project Online Project Management Forms Workflows PowerApps / Flow PowerBI Business Process Automation 10 M 3-5 SLIDES

Understanding Constraints Financial Resource Availability Schedule Technical Prerequisites Change Tolerance Microsoft Timelines Predecessor Projects 10 M 3-5 SLIDES

Roadmap to a roadmap 10 M 3-5 SLIDES Roadmapping Process Microsoft’s Product Roadmap Our Goals/Objectives “Real World” Constraints 10 M 3-5 SLIDES

Building the Dream Team 5/28/2018 12:47 PM Building the Dream Team © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM “All 10 of this year’s winning organizations looked to outside agencies and consultants to lend expertise to their intranet redesign projects.” © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Put together the right team – small, inclusive, The Governance Core Team – small, inclusive, empowered Put together the right team – small, inclusive,

Understand what needs to be governed 5/28/2018 Understand what needs to be governed Governance Planning Tool http://tiny.cc/SharePointGovQuestions Key Governance Question Decision/Answer Reference What types of overall corporate policies for information management, business, or technology management apply to the solution? Are there existing legal, IT and information management policies that Communities must follow? Use of IT Resources Electronic Communications Social Media Policy Protection of Personally Identifiable Information Records Management © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Navigation connects the world 5/28/2018 12:47 PM The world is flat Navigation connects the world © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Policy Center 5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Self-service site creation 5/28/2018 12:47 PM Self-service site creation © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Modern makes it safer 5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Our Site Naming Conventions 5/28/2018 12:47 PM Our Site Naming Conventions Site Type Purpose Audience Naming Guidance Examples Communication (Public) To ”broadcast” to a broad group. A space where only a few authors can contribute content. Enterprise-wide Use the formal function or initiative name HR TechOps Hematology Communication (Private) To “broadcast” more privately to a restricted audience – not the entire organization. A single function, area, or location Use the informal, short-hand or abbreviated name Inside IT Inside HR Inside Hematology Team Site (Private) To get work done. A shared space where everyone in the group can contribute. A named  group of people Project, Team, or Initiative Name. Use informal name. For clarity, add Team to the end of the name. HR Leadership or HR Leadership Team Quality Leadership Hub Team Test Site To learn or practice building sites – not to be shared or deployed in production. A few individuals at most, often just the owner. Use an informal name, preceded by the word “Test.” Test Human Resources Test MikeG08022107 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Governance and Training Site 5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Template Based Design – Classic (PowerPoint!) 5/28/2018 12:47 PM Template Based Design – Classic (PowerPoint!) © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Update for Communication Sites 5/28/2018 12:47 PM Update for Communication Sites © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM Key Lesson Learned It’s just as easy to make a crappy beautiful page as it is to make a crappy boring page. Your page is still crappy! © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

All sites are equal, but some sites are more equal than others. 5/28/2018 12:47 PM All sites are equal, but some sites are more equal than others. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

You get the white glove approach from the IA team if your site: 5/28/2018 12:47 PM You get the white glove approach from the IA team if your site: Has a broad reach (more than 1000 users) Is strategic or compliance focused Needs custom development to achieve your outcomes © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM Coaching provided for sites with less reach and fewer users – but still open to all © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Deliver the right message to the right audience 5/28/2018 12:47 PM Deliver the right message to the right audience Users What’s available today? What’s coming soon? How to request new services? Site Owners Responsibilities Technical Education Writing for web Information Architecture External Partners Roles / Processes Technology strategy Brand / UX Sponsors Status Utilization Feedback © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

The Hub Champions Network 5/28/2018 12:47 PM The Hub Champions Network © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Demo Custom Web Parts 5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Take-aways 5/28/2018 12:47 PM Governance-first – practical governance questions, roles, responsibilities http://tiny.cc/SharePointGovQuestions Build your own guidance site: http://tiny.cc/SPGovStepbyStep Microsoft Fasttrack Resources http://fasttrack.microsoft.com/office Borrow our web parts (available soon at SharePoint Patterns and Practices - Solutions) https://github.com/SharePoint/PnP © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Susan Hanley sue@susanhanley.com www.susanhanley.com @susanhanley 5/28/2018 12:47 PM Susan Hanley sue@susanhanley.com www.susanhanley.com Information Architecture User Adoption Governance Metrics Knowledge Management Intranets & Collaboration Solutions @susanhanley www.linkedin.com/in/susanhanley www.computerworld.com/blog/essential-sharepoint © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

David Feldman @bostonmusicdave 5/28/2018 12:47 PM @bostonmusicdave https://www.linkedin.com/in/bostonmusicdave bostonmusicdave.com © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Please evaluate this session Tech Ready 15 5/28/2018 Please evaluate this session From your Please expand notes window at bottom of slide and read. Then Delete this text box. PC or tablet: visit MyIgnite https://myignite.microsoft.com/evaluations Phone: download and use the Microsoft Ignite mobile app https://aka.ms/ignite.mobileapp Your input is important! © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/28/2018 12:47 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.