Meeting #118http://sharepointmn.com Welcome to the Minnesota SharePoint User Group October 8 th, 2014 Member Case Studies – Part 2 Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck Donald Donais

Meeting #118http://sharepointmn.com Agenda MNSPUG Information Beth Beck & Jon Rono – Connexus Energy  Safety Dashboard & Contracts Management Solutions Trevor Huinker & Martha Flynn – LifeSource  Yammer with Communication & Collaboration Break Lucas Struck  Employee Onboarding Solution

Meeting #118http://sharepointmn.com User Group Goal / Objectives  Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

Meeting #118http://sharepointmn.com MNSPUG Sponsors Wrox Press ( O’Reilly ( Dedicated Sponsors Avtex ( Microsoft ( Annual Sponsor Currently Looking for Sponsorships! SharePoint User Group Support

Meeting #118http://sharepointmn.com MN SharePoint Users Group Website SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information

Meeting #118http://sharepointmn.com Social Networking Linked In group – The most interactive… includes job postings…  Post Job Posting on the Jobs Discussion page  Twitter tags and #MNSPUG Yammer – Minnesota SharePoint Users Group  Join Us on Yammer with some of the presenters to ask questions about their presentation!

Meeting #118http://sharepointmn.com Upcoming Schedule Next Meeting  November 12 th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and User Adoption Panel Discussion  Microsoft Technology Center  Check for updates! Ongoing Schedule  2 nd Wednesday of every month  9:00 to 11:30 am  Microsoft Technical Center – Edina

Meeting #118http://sharepointmn.com Local and Online Events

Meeting #118http://sharepointmn.com Evaluations & Giveaways!

Meeting #118http://sharepointmn.com Presenters

Meeting #118http://sharepointmn.com Martha Flynn LifeSource Former nurse, now IT Trevor Huinker Avtex Consulting IT Pro

Meeting #118http://sharepointmn.com Jon Rono Connexus Energy IT Department – Business Technology Services Enjoy the Outdoors (Camping, Boating, and Etc..) Beth Beck Avtex Consulting IT Pro Consultant Classic car collector of ’64 Studebaker Hawk Gran Turismo

Meeting #118http://sharepointmn.com Lucas Struck “SharePointing” for 5+ years Constantly changing diapers for 4 community.net/profile/LucasStruck

Meeting #118http://sharepointmn.com Connexus Energy - Safety Dashboard & Contracts Management Solutions

Meeting #118http://sharepointmn.com Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties. Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members and has 250 employees. Connexus Energy is an electric cooperative, owned by the members we serve. We are local – living and working alongside those we serve. Profits are put back into our cooperative to help run the business efficiently. They are also returned to members through the Cash Back program. Our Board is made up of cooperative members who are elected by our members in annual elections. About Connexus Energy

Meeting #118http://sharepointmn.com Increasing Productivity Using SharePoint No-Code at Connexus Energy

Meeting #118http://sharepointmn.com CSafe Reports Dashboard Overview – Business Case Business Case At Connexus Energy, Safety is a Core Value Ability to identify unsafe event/situation before an injury happens – “A Near Miss” Keep cost down, people working, and no fatalities Requirements Central location to analyze all “Near Misses” company wide – Reporting Enter “A Near Miss” in the Field, At Home, and In the Office Eliminate double entry and Accuracy Issues Insert pictures of the situation – “Picture is worth a thousand words” Reduce the time required from identification to resolution

Meeting #118http://sharepointmn.com CSafe Reports Dashboard Overview – Technology Used Technologies Used  SharePoint 2010 Enterprise  InfoPath 2010  SharePoint Designer 2010 Workflows Data View Web Parts  SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode  Report Builder 3.0  Microsoft Excel

Meeting #118http://sharepointmn.com CSafe Dashboard

Meeting #118http://sharepointmn.com Helper - Hidden

Meeting #118http://sharepointmn.com Report an Inciden t or Issue

Meeting #118http://sharepointmn.com Report an Incident or Issue – Updates and Notification

Meeting #118http://sharepointmn.com Ranking and Resoluti on

Meeting #118http://sharepointmn.com Ranking & Resolution – Updates and Notification

Meeting #118http://sharepointmn.com Ranking and Resolutio n – Lock and Finalize

Meeting #118http://sharepointmn.com View All My Submission s - Legend - Sorting - Filtering - Grouping

Meeting #118http://sharepointmn.com Helper

Meeting #118http://sharepointmn.com Admin View - Link to Reports - Sorting - Filtering - Grouping

Meeting #118http://sharepointmn.com SQL Server Reports

Meeting #118http://sharepointmn.com CSafe Department Report

Meeting #118http://sharepointmn.com CSafe Severity Report

Meeting #118http://sharepointmn.com CSafe Data Export – Part 1

Meeting #118http://sharepointmn.com CSafe Data Export – Part 2

Meeting #118http://sharepointmn.com CSafe Report – Subscription ( )

Meeting #118http://sharepointmn.com Contracts Site Overview – Business Case Business Case  One location for all contracts to reside ( , file drawers, doc mgmt. system & Etc…)  Mitigating risk that can negatively impact Connexus or impact an individual is part of every employee’s role. (Contract and Contract Attachments)  Identify all states and relationships of a contract during its life-cycle  Keep cost down and people working together Requirements Central location for all contracts Eliminate document management system – Cost Savings Leverage existing Microsoft SharePoint platform Relate contracts to contract attachments Notification process on contract life cycles or critical events

Meeting #118http://sharepointmn.com Contracts Site Overview – Technology Used Technologies Used  SharePoint 2010 Enterprise SharePoint List Filter Web Parts  SharePoint Designer 2010 Workflows  SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode  Report Builder 3.0

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com Contracts Site

Meeting #118http://sharepointmn.com New Contract Upload

Meeting #118http://sharepointmn.com New Contract Notification

Meeting #118http://sharepointmn.com Critical Notification

Meeting #118http://sharepointmn.com Contract 30, 60 & 90-Day Expiration

Meeting #118http://sharepointmn.com Contracts – Attachment Relationship

Meeting #118http://sharepointmn.com Contracts – Admin Page

Meeting #118http://sharepointmn.com Contracts – Certificate of Insurance

Meeting #118http://sharepointmn.com Questions? Thank You!

Meeting #118http://sharepointmn.com LifeSource's New Pulse Using Yammer for Communication and Collaboration

Meeting #118http://sharepointmn.com About LifeSource Twin Cities-based non-profit organization dedicated to saving lives through organ and tissue donation Serves nearly seven million people in communities across the Upper Midwest Dedicated to working with hospital and community partners to support donor families, facilitate the donation of organs and tissues to transplant recipients and encourage the people in these communities to register as donors

Meeting #118http://sharepointmn.com Business Need Move from on-premises SharePoint 2007 to SharePoint Online (Office 365) Employee survey showed the following:  Need for more lateral communication, not just top down  More communication sooner, with more information Geographically dispersed team-desire to maximize engagement Opportunity to transform our all team communication

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com Options Available SharePoint  Announcements  Article Pages  Blogs  Discussion Boards  Newsfeed Yammer  All Company Feed  Groups  Topics  Private Messages

Meeting #118http://sharepointmn.com Solution New Intranet “eSource” that merges the Content Management System strengths of SharePoint Online with the social computing power of Yammer into a seamless portal that enables workers to obtain organizational information and collaborate with others SharePoint Online  Yammer embed feeds Yammer  All Company feed  Groups  Topics

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com

Meeting #118http://sharepointmn.com The Avtex Project Process DesignBuildDeployAccept Design Document the proposed approach, align requirements to the technology and design the solution Build Implement design and build solution Deploy Validate and deploy the solution to production Accept Gain acceptance and transition to support

Meeting #118http://sharepointmn.com Implementation Design  Outcome of Envisioning sessions and Design sessions around Information Architecture, Security, Social Computing and more Build  Publishing sites and pages developed for all organizational content  Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007 environment prior to content migration  Yammer network setup including Groups and Topics for previous eSource content  Yammer embed feeds implemented on corresponding SharePoint Online sites Deploy  Site owners and super users trained on both SharePoint Online and Yammer  Content migrated from SharePoint 2007 environment to SharePoint Online using migration utility  Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s) Accept  On our way there

Meeting #118http://sharepointmn.com Yammer Embed All Company Feed yam.connect.embedFeed({ container: "#embedded-feed", network: "life-source.org", feedType: "group", feedId: "all", config: { header: false} }); Group Feed feedType: “group” feedId: “ ”, Topic Feed feedType: “topic” feedId: “ ”, Add embed code to Script Editor Web Part

Meeting #118http://sharepointmn.com Resources Slide Yammer Customer Success Program  Yammer Resource Center  Yammer Embed  Office 365 Customer Success Center  Office 365 Resources 

Meeting #118http://sharepointmn.com Questions? Thank You!

Meeting #118http://sharepointmn.com Break Time

Meeting #118http://sharepointmn.com Case Study – Employee Onboarding

Meeting #118http://sharepointmn.com Employee Onboarding Overview Manage start dates for new hires Provide a consistent experience for Employees Assign and manage tasks based on department and facility Increase visibility within the organization for new hires

Meeting #118http://sharepointmn.com Building Blocks Office 365 – SharePoint Online Custom List for New Employees Custom List for Onboarding Tasks Document Library for Resources Custom Resource Lists (Facilities and Departments) SharePoint Workflows (2010 and 2013)

Meeting #118http://sharepointmn.com Onboarding Home Page

Meeting #118http://sharepointmn.com Onboarding HomePage

Meeting #118http://sharepointmn.com All New Hires

Meeting #118http://sharepointmn.com New Hire Calendar

Meeting #118http://sharepointmn.com Onboarding Home Page

Meeting #118http://sharepointmn.com Workflow - Permissions

Meeting #118http://sharepointmn.com Workflow - Tasks

Meeting #118http://sharepointmn.com Tasks

Meeting #118http://sharepointmn.com Task List

Meeting #118http://sharepointmn.com Task List

Meeting #118http://sharepointmn.com Onboarding Home Page

Meeting #118http://sharepointmn.com Enhancements Enhancement 1 – Technology Forms - InfoPath Create a standardized form for Technology requests that integrates into the Pre-Employment Phase Enhancement 2 – User Provisioning – Custom Solution Provide Functionality to provision new users within Office 365 directly from the portal Enhancement 3 – Employee Reviews – Workflow and InfoPath Expand the scope of the solution to include ongoing yearly performance reviews for employees. Enhancement 4 – New Employee Webpart– Search Based Webpart Provide a rotating webpart that shows new hires on the Portal Home Page

Meeting #118http://sharepointmn.com Questions? Thank You!

Meeting #118http://sharepointmn.com Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Today’s Presenters: Beth Beck & Jon Rono Trevor Huinker & Martha Flynn Lucas Struck