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

2. 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

3. Know Your Users

4. 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

6. 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

7. The “Three Kings”
People
Environment
Time

8. 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

9. 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

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