1. Real World Case Study KM Summer Institute June 12-16 2006 Rano Joshi, Vorsite

2. Part 3: Case Study Microsoft Sharepoint Server

3. June 14, 2006KM Summer Institute3 What We Will Cover SharePoint Overview The Real World Business Problem The SharePoint Based Solution to the Problem –IA Through Navigation –Document Types –Keywords –Thesaurus What’s New and Improved in SharePoint 2007

4. June 14, 2006KM Summer Institute4 SharePoint Overview: What is It? Collaboration and Portal technology from Microsoft.Net based Web based UI Flexible and easily configurable

5. June 14, 2006KM Summer Institute5 SharePoint Overview: What is It For? Increase business productivity Enable collaboration across teams Content storage Enterprise search Desktop integration Single access to multiple data sources

6. June 14, 2006KM Summer Institute6 SharePoint Overview: Key Features Collaboration sites Reusable Web Parts ‘My Site’ People finder Enterprise Search Document Approval

7. June 14, 2006KM Summer Institute7 Case Study: Company Profile Full Service Advertising Firm Over 800 Employees 3 remote locations Extranet for clients, partners

8. June 14, 2006KM Summer Institute8 Case Study: The Business Challenge Currently use traditional tools for information management: file shares, Exchange for Email, etc. Need to get more efficient to work together better, and serve clients with higher degree of quality

9. June 14, 2006KM Summer Institute9 Tools to Work With: Organizational Chart

10. June 14, 2006KM Summer Institute10 Tools to Work With: Metadata Model

11. June 14, 2006KM Summer Institute11 The SharePoint Solution: Turning Theory into Practice SharePoint offers many opportunities to implement taxonomy 4 key areas included in this project –Navigation – Organizational Taxonomy –Document Libraries –Keywords –Thesaurus Could also have used personalization via audiences for content targeting

12. June 14, 2006KM Summer Institute12 The SharePoint Solution: Information Architecture in Navigation Use the org chart to drive the site definition Organizational taxonomy –Account Service Client Teams –Accounting –Creative Broadcast Production Creative Services Design Print Production

13. June 14, 2006KM Summer Institute13 Demo

14. June 14, 2006KM Summer Institute14 The SharePoint Solution: Document Libraries (Metadata) Use metadata model to define document profiles in the document library Metatada is represented as ‘columns’ in SharePoint

15. June 14, 2006KM Summer Institute15 Demo

16. June 14, 2006KM Summer Institute16 The SharePoint Solution: Keywords (Metadata) Keywords are essentially metadata on web sites Can implement synonyms for keywords

17. June 14, 2006KM Summer Institute17 Demo

18. June 14, 2006KM Summer Institute18 The SharePoint Solution: Thesaurus (Metadata) Can use thesaurus files for query expansion Apply synonyms to search queries

19. June 14, 2006KM Summer Institute19 Demo

20. June 14, 2006KM Summer Institute20 Other Types of Information Objects Discussions Lists Forms Images People? –Knowledge is not only contained in content –People have a schema!

21. June 14, 2006KM Summer Institute21 People Have a Schema Metadata on people Can be modified and/or pulled from Active Directory

22. June 14, 2006KM Summer Institute22 Demo

23. June 14, 2006KM Summer Institute23 SharePoint 2007 Enhancements Reusable Content Types Search Log Analysis Knowledge Network Search unstructured data as well as structured data Increase the importance of metadata – right in the authoring application!

24. June 14, 2006KM Summer Institute24 SharePoint 2007 Enhancements Reusable Content Types

25. June 14, 2006KM Summer Institute25 SharePoint 2007 Enhancements Search Log Analysis

26. June 14, 2006KM Summer Institute26 SharePoint 2007 Enhancements Knowledge Network

27. June 14, 2006KM Summer Institute27 SharePoint 2007 Enhancements Search unstructured data as well as structured data

28. June 14, 2006KM Summer Institute28 SharePoint 2007 Enhancements Increase the importance of metadata – right in the authoring application!

29. June 14, 2006KM Summer Institute29 Case Study Conclusion SharePoint is an excellent tool for solving a variety of business problems Advertising agency needed to increase efficiency by becoming more organized and implementing a system to provide this organization Chose SharePoint and specifically 4 features to implement taxonomies for organization –Navigation –Document Libraries –Key Words for Search –Thesaurus Files Office and SharePoint 2007 build on the theme