SHAREPOINT SOLUTIONS

Transcription

1 SHAREPOINT

2 SHAREPOINT SOLUTIONS Connected Systems is one of Australia s premier SharePoint Services practice and has extensive SharePoint expertise in the following areas: Strategic Consulting (Information Management Consulting and Planning). Design & Architecture of SharePoint infrastructure and solutions. SharePoint Governance Framework. SharePoint features and component development. We are an Independent Software Developer (ISV) of SharePoint components. Document Management Strategy and Planning. This relates both SharePoint document management and migration from/to and co-existence with 3rd party EDRMS solutions. Enterprise Content Management using Microsoft SharePoint & Foundation products. Web Development. Implementing web design elements to SharePoint through feature deployments. Custom SharePoint User and Administrator Training. SharePoint Support Services (3rd level and break-fix). Connected Systems has a proven approach that outlines the end-to-end process for a SharePoint development projects. The following model covers our SharePoint project phases; within these phases we have additional methodologies. The high-level phases are: Discovery Phase (includes analysis) Design Phase (includes design and an element of prototyping) Development (building the solution, testing) Deploy (UAT, commissioning and training) Sustain (sustained engineering) Connected Systems has an extensive SharePoint product development team. This team supports our online SharePoint applications or apps business; these applications can be purchased online from the Connected Systems web site. As a Microsoft Gold Partner, Connected Systems has established itself as a leading provider of SharePoint solutions. Our close relationship with Microsoft enables us to architect solutions for customers that are strategically aligned to Microsoft s direction and follow Microsoft best practice. Connected Systems builds SharePoint solutions to enable IT Operations to segregate their change management to conform to ITIL standards. Our solution packaging allows deployment between Dev->Test->Prod to be managed by operations staff.

3 SHAREPOINT RESOURCES Senior SharePoint Architects Senior SharePoint Developers The role of a Senior SharePoint Architect is to plan and coordinate technical activities and system architectural component development throughout the project lifecycle by working closely with the project management, stakeholders and users as well as the Design and Implementation team. As SharePoint Developers, Connected Systems Developers have a broad set of.net v3.5/v4 skills. Our Architect will survey and analyse the business and technical information, conceptualise the viable solutions and apply the Microsoft platform and unique features of SharePoint to obtain a best practices platform-based solution. Connected Systems will provide SharePoint Architects who are certified Microsoft Technical Specialist in SharePoint with many years of experience with enterprise customers designing SharePoint-based solutions and planning a seamless and smooth migration should this be required. Understanding the SharePoint Object Model is critical to understanding how to leverage SharePoint, whether its feature development or web part development. Some of the numerous capabilities and features for professional developer to understand are UI Enhancements, Lists and Schemas, LINQ to SharePoint, Client Object Model, Workflow, Services Architecture, Accessing External Data, Enterprise Content Management, Extending Search, Business Intelligence Sandboxed Solutions and SharePoint Security all with keeping in line with SharePoint Best Practices. Migration: Regarding migration activities, the developer helps to remediate old components and features. If source code is not available, components and features are developed to replace legacy features.

4 SHAREPOINT RESOURCES SharePoint Project Manager Document Management Architect The role of a SharePoint Project Manager is the main interface between our customers and the development team. Our SharePoint Project Manager is responsible for the customer engagement and interaction and the day-today project management and technical delivery. This involves managing the project schedules, status reports, budgets, issues, risks, and all other project documentation and deliverables. The role of a Document Management Architect is to plan and coordinate technical activities and system architectural component development throughout the project lifecycle by working closely with the Project Management, Stakeholders and Focus Groups as well as the design and implementation team. Our SharePoint Project Manager prioritises tasks to drive results through effective facilitation and collaboration of efforts and timely completion of tasks in an environment of competing priorities and resources while using standard project management methodologies. Our SharePoint Project Manager understands and ensures appropriate system development lifecycle is applied to the project - analysis, design, build, test, implementation and handover to production support. Our Document Management Architect will consider the following activities: Integrating security (achieving SSO) Integration with business applications Organisation-wide Search File plan and Taxonomy requirements Search Versioning Line-of-business application integration Workflow Usability Integration with mobile devices (related to current application support

5 SHAREPOINT ADVISORY The world (both businesses and people) is moving to a more collaborative approach to interacting. was the start; however is not the complete picture. Real-time collaboration and document collaboration is driving much of the change, and the need for business to start planning for and embracing these technologies that support these changes is now. Most customers have a requirement to work across department boundaries, sharing information securely (document management as the focus initially) and in a timely manner. Information process flow improvements are needed to minimise the manual nature of how document-based information is collaborated on across departments and within the broader group. With the rise in volume of available information across our customers and the increasing number of virtual teams, there is a need to identify and share important content as well as to connect to the right people at the right time. Strategy Discovery Design At Connected Systems, we help our customers realise their vision for collaboration using SharePoint. SharePoint Advisory is a journey, not a destination and at Connected Systems we help our clients understand which SharePoint journey they need to take first and why. Whether it is Enterprise Content Management, Search, Business Intelligence, Social Computing, Connected Systems has a mature and well documented processbound approach that outlines the end-to-end process for SharePoint projects. Our framework for delivering SharePoint Services is summarised into the following phases. Develop Deploy Sustain

6 SHAREPOINT SUPPORT The successful running of any SharePoint environment requires a commitment to monitor, improve and efficiently remediate any issues that arise. As users increase their reliance on SharePoint for everyday activities and business, it is critical that the SharePoint system is well maintained and well supported, after all, SharePoint is seen as an essential business application. It is vital to engage the right partner with the best skills to resolve complex SharePoint support issues. As a Microsoft Gold partner, Connected Systems has an experienced team of Microsoft certified professionals that can support your SharePoint environments. Our SharePoint support service is there to resolve any issues that may arise, so that you can focus on your core business. Our support plan starts from; 24 hours per quarter 2 hours response time 8am to 6pm during business days Remote or on premise support With Connected Systems, you have the benefit of redeeming* any quarterly unused hours for any other service we provide, such as ICT Advisory Services, application development, integration, and training. *Conditions Apply

7 SHAREPOINT GOVERNANCE FRAMEWORK Impact, change type and risk Who, what and how? Customisation Developer Only High-level of programming, code changes High-level of change management Most impact to systems These changes made and implemented by a Customisation developer ge an Ch UAT must occur, test environment used Code requires source control and documentation Test and Back-out plan required Administrator or Site Owner nt Configuration me d ea erh ov required Change made using a mouse, no code ge Medium-level or no change management na ma Configuration System-level configuration tasks UAT not mandatory, Test environment preferred Change control optional depending on impact Content User and Moderator User driven changes Little/no change management Least impact to system User generated/uploaded No change control needed Upload and approval by user or Content moderator Number of changes made/requested

8 SHAREPOINT GOVERNANCE FRAMEWORK The Connected Systems SharePoint Governance Framework covers the set of Policies, Roles, Responsibilities, and Processes needed to manage the use of SharePoint. These areas are needed to manage the following: Policies the why Roles the who Responsibilities the what Processes the how Overarching change guidelines and reasoning, can include: Organisational groups Business Roles (Owner, Analyst, Legal, Records, Content creator) IT Roles (Sys Admin, DB Admins, Developers) SharePoint Roles (portal admin, area & site owner, web designer) Teams (spans roles or organisation groups) Strategy Team Operational and Support team Development team Site and Content Owners team Linked to roles and outlines tasks, permissions, skills sets and owner. e.g. Site Collection Administrator Prescriptive guidance on why, who and what for the policy areas. e.g. (feature deployment scenarios) Map the change activities to roles/ responsibilities RAID: Risks, Assumptions, Issues, Dependencies Integrate with ITIL process for managing change Content Management Create vs. Publish (approval workflow) Configuration Branding and look-n-feel Information Architecture (structure and meta-data) Customisations Approach & tools to support Testing and installation (roll-back)

9 SHAREPOINT GOVERNANCE FRAMEWORK The Connected Systems SharePoint Governance Framework defines the resource model, change model and policy model for organisations SharePoint environments. It covers administration, maintenance, support and development and identifies lines of ownership for both business and technical teams; clearly outlining lines of responsibility within each facete of the portal. Furthermore it establishes rules for appropriate usage of the SharePoint environments. An effective governance plan ensures the system is managed and used in accordance with its designed intent to improving the manageability of the portal. The resource structure needed to cover all governance aspects includes: A strategy group consisting of portal experts; this should take the form of a business-focused committee. Their role is primarily one of decision making purpose; to mediate and sign-off rules and procedures for the use of the portal. This group includes visionaries and thought-leaders; this ensures the continual improvement of business use of the portal and to consider how the portal should be leveraged to assist with improving access to information for the knowledge worker. A set of technically-competent teams; to manage the routine operational tasks, development tasks, support and training tasks. A set of business focused Site Owners ; these users are empowered to manage sites information and site content. Divesting these responsibilities out to the business means that organisation ICT is no longer involved in making these changes on behalf of the users. The Connected Systems SharePoint Governance Framework aims to establish a governing process and a set of models for the usage, management, development and support of the SharePoint environments. It also aims to deliver the following objectives: State the need for a Strategic team; provide strategic insight and direction for the portal, and be able to drive strategic initiatives into their respective business units. Communicate the need for the business to provide Site Owners ; support the divesting of the department site management out to the business. Identify appropriate infrastructure (IT) resources to provide operational support for the SharePoint platform. Create an effective team and processes for: Operations Development Support and training. Establish initial governing usage and maintenance policies and procedures for the SharePoint environments.