Real World Example: Using SharePoint Out-ofthe-Box Tools to Create a Goals Tracking System. Jennifer Mason

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August Rogers
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1 Real World Example: Using SharePoint Out-ofthe-Box Tools to Create a Goals Tracking System Jennifer Mason

2 SharePoint911 Established in 2004 by SharePoint MVP Shane Young Full service SharePoint Consulting Project Planning Architecture Branding Development Help Desk We truly are The SharePoint Authority. 2

Architecture Branding Development Help Desk We truly are

3 A little info about me Blog SharePoint Consulting SharePoint Training Twitter 3

sharepoint911.com SharePoint Training http://www.

4 Agenda Session Goals Requirements Review Our Approach Our Design Lessons Learned 4

5 Session Goals Walk through the site creation process for a simple goals management and tracking process. 5

6 Audience Who should attend this session? Anyone who is looking to learn more about what SharePoint can do out of the box Anyone who has to translate I need a system that does this into a working SharePoint solution. 6

7 Quick Overview of Goals Management Site

8 Requirements Review Replace current solution which consist of ing back and forth of word and excel documents. Problems Identified: Inconsistent Data Lost Data Multiple Formats 8

9 Business Process Goals Director Major Initiatives Manager Other Initiatives Manager Tasks Project Team Tasks Project Team 9

10 The New System Should. Provide One Central Location Allow for Real Time Information Provide Quick Reports Highlight Accountability Provide Easy Navigation 10

11 Other Constraints No Time We have our yearly planning meeting next week and want to review this there. No Budget We haven t really budgeted for this, so we need to do it as cheap as possible. No Internal Support The internal support team is maxed on resources, so we need this to be easy to support once it is in place. 11

No Budget We haven t really budgeted for this, so we need to do it as cheap as

12 Our Approach Keep it Simple! Only require users to enter minimal data. Logically separate data so that users can easily find what they are looking for. Out of the Box Build only with tools available via the browser. 12

13 Our Approach Who has done this before? What can we find in the community? Re-use Approaches of Others! What do you think? Get a second Opinion! For this project we did a team approach review with Nicola Young and Laura Rogers 13

14 Our Design SharePoint List to Store Each Type of Data Goals Major Objectives Other Objectives Tasks Lookup Columns to Relate List Items Objectives Goals Tasks Objectives 14

15 Lists

16 Our Design Navigation To help users easily navigate in a drill down fashion, we used calculated columns to build links to pages that filtered the data based on the URL. Design Elements Calculated Columns Query Filter Web Part CEWP to Display HTML as Text 16

that filtered the data based on the URL.

17 17 Our Design

18 18 Our Design

19 19 Our Design

20 Our Design Calculated Columns =CONCATENATE("<DIV><a href='","/sites/esccogoals/lists/majorinitiative s/allitems.aspx?goals=",title,"'>view Major Initiatives</a></DIV>") CEWP Text to HTML 20

21 Calculated Columns & Filters

22 Our Design Easy Reports Red Yellow Green All defined by business owner and unique to this project 22

23 Our Design Create calculated columns to store the status based on information provided by users. Start Status Completion Status 23

24 Our Design Calculated Columns =IF(,IF(," "," ")," ") 24

25 Calculated Columns & Task Status

26 Our Design Easy to Navigate & View Content Create Many Views & Use Links to Direct Users Create pages whenever real estate is needed 26

27 27 Our Design

28 Pages & Views

29 Lessons Learned Ask, Repeat, Ask Again! Be prepared to speak the language of the users. When you say x do you mean y? Example: I want to have KPIs translated to I want a view to show me what is due next week 29

30 Lessons Learned Train from the Right Perspective Build the training with the audience in mind and answer key questions- Involve the Business Owner in the Training How does this relate to my job? How does using this help me do my job? What do I need to do with it to do my job? 30

31 Was Our Approach Right? It was right for us! It was what we could handle at the time, it may have been missing some bells and whistles, but it got us started and has been implemented successfully. 31

32 32 Questions? 32

SSRS Reporting Using Report Builder 3.0. By Laura Rogers Senior SharePoint Consultant Rackspace Hosting

SSRS Reporting Using Report Builder 3.0 By Laura Rogers Senior SharePoint Consultant Rackspace Hosting About Me Laura Rogers, Microsoft MVP I live in Birmingham, Alabama Company: Rackspace Hosting Author