The Flavors of SharePoint: Which is right for you?

Transcription

1 The Flavors of SharePoint: Which is right for you? Presented July 15, 2015

2 About AIIM AIIM is the Global Community of Information Professionals AIIM believes that the information systems we use at work should be simple, secure, and available anywhere, anytime, and on any device. Our mission is to improve organizational performance by empowering a community of leaders committed to information-driven innovation. Learn more at

3 AIIM Presents: The Flavors of SharePoint: Which is right for you? Host: Theresa Resek Director AIIM Errin O Connor Founder & CEO EPC Group.net Holly Anderson Product Marketing Manager K2

4 Introducing our Featured Speaker Errin O Connor Founder & CEO EPC Group.net 3-Time SharePoint Author

5 Your Options: On-Premise, Cloud, and Hybrid 1. Implementing a 100% on-premise SharePoint Deployment 2. Implementing SharePoint Online within Office Implementing SharePoint Online without Office Implementing SharePoint within Microsoft Azure and/or AWS 5. Implementing a Hybrid SharePoint architecture via an on-premise and SharePoint Online (Office 365) deployment 6. Implementing a Hybrid SharePoint architecture via an on-premise and Microsoft Azure / AWS deployment

6 Your Options: On-Premise, Cloud, and Hybrid

7 Your Options: On-Premise, Cloud, and Hybrid

8 What Are the Underlying Drivers Here? 1. Compliance and Regulatory issues 2. What type of content is your organization storing in SharePoint? 3. What are your Organizational Cloud Goals and Overall Roadmap? 4. What are your goals for SharePoint? 5. What existing SharePoint platform do you have installed? 6. How organized is your organization s existing Active Directory? 7. Authentication requirements (Active Directory, ADFS, 2-Factor, etc.)

9 Licensing Considerations: The Real Truth 1. On-Premise SharePoint licensing is understood by most organizations (i.e., Comfortable with the licensing model) 2. Office 365 SharePoint Online licensing can be confusing: Which licensing option is the best fit for your organization? 3. Microsoft Azure licensing can be confusing Azure Active Directory Pricing Model = Free, Basic, Premium 5. Understanding Azure ExpressRoute for Azure and Office 365 *Note: This just became available for Office Month-to-Month, Yearly Commitments, and Pitfalls to Avoid

10 User Training, Administrative Training 1. If you are upgrading to SharePoint 2013 and/or Office 365 from a previous version of SharePoint, there will be the obvious end-user training evolved to ensure end-user adoption 2. If you are moving to a Cloud or Hybrid Model, your IT Administration staff will need to be trained on the new features and administrative tools offered in SharePoint Online / Office Your IT stakeholders must now update your organization s SharePoint Governance model to now include: SharePoint Online Office 365 Exchange Online (Note: Once the decision is made to possibly migrate to the cloud) OneDrive for Business Skype for Business Yammer, Delve, Power BI, Social Listening, etc.

11 Developer Training 1. There is a new development model with Office 365 for Cloud-first development (i.e., Client-side code) 2. Your current SharePoint On-Premise developers will need to rethink server-side code vs. the new client-side code requirements 3. This training is critical as you may need to upgrade your existing custom components and features to be Office 365 / SharePoint Online compatible 4. Developers must now deeply understand the new way the Cloud and Hybrid Cloud Authentication models work and develop their applications accordingly

12 Developer Training

13 What SharePoint On-Prem Sites are O365 Candidates? 1. You will need to perform a full assessment of your existing SharePoint 2010, 2007, or even newer SharePoint 2013 Sites to review their customizations and custom components such as: 1. Have you implemented custom server-side code to meet a specific business need? 2. Are you connecting into other line-of-business (LOB) applications for reporting and analytics and will the cloud meet these needs? 3. Do you have highly sensitive regulatory or compliance driven data that is not suitable, in your organization s eyes, for the cloud (i.e., SharePoint Online, Office 365, Azure, AWS, etc.) 2. Has your Legal Department signed-off on storing documents in the cloud? 3. What type of auditing controls does your organization Sites and related content require and does Office 365 / SharePoint Online / Azure meet those needs?

14 What SharePoint On-Prem Sites are O365 Candidates?

15 Best Practice Recommendations 1. Setup a proof-of-content Office 365 / SharePoint Online Tenant asap and begin testing a hand full of sites with IT being the pilot users 2. Ensure your have a full understanding of the customizations you have implemented and/or the future customizations you want to implement to ensure you select a platform that will meet your needs 3. Obtain sign-off from Legal regarding the documents / content for which you want to store in the cloud (i.e., Office 365 / SharePoint Online, etc.) as they may stop you in your tracks 4. Understand the major impacts of retraining your development teams on how to develop in the new client-side \ cloud-first development model 5. Dig deep into the short-term vs. long-term ROI of on-prem vs. Cloud

16 3 rd Party Applications and Solutions 1. Lean on 3 rd Party Applications and thoroughly investigate the buy vs. build options in the marketplace such as those that K2 offers 2. Understand the short-term vs. long-term licensing models based on what you currently have in your on-premise environment vs. what you will get over time from a Cloud and/or Hybrid SharePoint architecture 3. Going to the SharePoint Online \ Office 365 Does Not Require 3 rd party Content Migration tools such as AvePoint, Metalogix or Share-Gate! Become familiar with PowerShell s ability to manage the cloud 4. You do need to strongly consider 3 rd party tools such as K2 to migrate your forms and workflows as this will save you time and your overall underlying project budget

17

18

19 Thank You and Contact Info Errin O Connor Founder & CEO Direct: (713) errino@epcgroup.net Blog Linkedin Facebook Twitter YouTube

20 Introducing our Sponsor Speaker Holly Anderson Product Marketing Manager K2

21 34% of users planning to move to SharePoint Online 1 AIIM Survey, Connecting and Optimizing SharePoint and important strategy choices, 2015

22 Common Concerns Feature parity Security Existing custom development/applications Lack of governance

23 SHAREPOINT APPLICATION K2 APPIT FOR SHAREPOINT Workflow and forms apps for SharePoint, in the cloud

24 WHERE CAN APPIT BE USED? CAPABILITIES Office 365 New Subscription Office 365 Existing Subscription SharePoint 2013 On-premises LOB INTEGRATION

25 WHAT DO APPS LOOK LIKE? Filterable and searchable central task list Simple to advanced forms Simple to advanced workflow Out-of-the-box reports Go mobile

26 ASSEMBLING APPS

27 REPORTS Real-time visibility with the View Flow report Assemble your own user performance reports Out-of-the-box reporting portals

28 SETUP AND ADMINISTRATION Package up and deploy apps onto other environments. Track and retry workflows in error state Manage users, workflows and security.

29 Visit Appit.com for more information, additional whitepapers, and webinars

30 QUESTIONS?

31 AIIM Resources Download AIIM Studies

32 AIIM Training Enterprise Content Management Improve customer and staff engagement, ensure compliance, and automate business processes. Business Process Management Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies. Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification. Information Governance Create an information accountability framework that reduces costs, manages risk, and optimizes value. Managing Records & ediscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests. Electronic Records Management Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies. aiim.org/training

33 Connect with AIIM As the Global Community for Information Professionals, join us here AIIM s Resource Centers AIIM's Blogging Community LinkedIn Group Twitter Facebook Digital Landfill

34 AIIM Resource Centers Access Industry Tutorials, Research, Webinars, and Expert Advice Blogs all in one place Enterprise Content Management (ECM) Business Process Management (BPM) Capture & Scanning Collaboration Content Analytics Electronic Records Management (ERM) Information Governance Search SharePoint Taxonomy & Metadata Web Content Management Visit aiim.org/resource-centers

35 Survey and Feedback To take our Survey, click on the link in the Resources tab at the bottom of your screen. Tell us how we did today, and offer suggestions for topics of future events.

36 Upcoming Webinars July 22 nd How Global Records Management Practices and Standards Are Evolving for Business Today July 29 th The Future of ECM: Collaborative Workspaces making information work simpler, smarter, safer, and faster Register Today at View our library of Webinars On Demand