Innovating Ways to Migrate Corporate Content WITH your Customers Jamie Champagne Innovation Manager 13 MAR 2013

An Approach to SharePoint Migration Lessons learned from Bank of Hawaii’s SharePoint team to consider working WITH your customers to migrate to SharePoint An approach – to be applied IF it works for you Applies to new migrations to SharePoint and SharePoint upgrades

Know Your Users

How Your Users Use SharePoint Today Before You Start… What SharePoint Can Do What Your Users Do How Your Users Use SharePoint Today What They Need to Do Know Your Role What They Want to Do

Bank of Hawaii’s Approach – Power Users Know the Business Units Identify an Eager and Determined Representative Train them, support them, train them again Help them identify their needs Plan with them Walk through the plan WITH them Follow-up with them

The “Three Kings” People Environment Time

Why We Chose This Approach People Minimal Staff Motivated Employees Time Amount of content Environment Regulations Changing Often Willingness to put content in hands of users

Obstacles Encountered People Are they the right person? Motivation, business knowledge, comfort level with technology TIME!!! Schedule training Time to identify content Refine (or Define!) current processes Environment New Regulations force Changes Risk Adverse, approvals on EVERYTHING

What to Consider People Time Environment Business Employees Your Employees Time Time to train, practice, build, test, feedback, share Environment Business Priorities, regulations