Tapping the Expert Source with Microsoft SharePoint 2010

Transcription

1 Tapping the Expert Source with Microsoft SharePoint 2010 Tim Smith, Vice President, Business Intelligence & Collaboration

2 Agenda Recent findings on collaboration Business implications of social computing Social computing/collaboration solutions SharePoint 2010 overview Leveraging social computing with Expert Source

3 Collaboration Findings 538 C-Level executives, business leaders and IT decision-makers across 17 regions of North America, Europe and Asia Pacific conducted by Kelton Research Companies surveyed span major categories:

4 85 Percent believe that enterprise-wide collaboration is more important than individual specialization for success Collaboration Matters 75 Percent plan to increase the use of communications and collaboration technologies in the next year. C-level executives and IT decision makers clearly see value from collaboration technologies Copyright 2010 Avanade Inc. All Rights Reserved. The Avanade name and logo are registered trademarks in the US and other countries.

5 Essential communications and collaboration tools for business interactions

6 Collaboration Drawbacks While benefits to the enterprise are evident, many respondents are still wary of new business culture issues created by greater collaboration in the workplace. More than 1 in 3 1 in 4 Respondents agree that people problem solve less on their own today and instead rely on collaboration technologies to ask other people. Executives and IT decisionmakers say they dread collaboration because of the amount of time and energy it wastes.

7 Collaboration technologies are perceived as essential to business success. While benefits are overwhelming, collaboration also changes the way people think about how they go about their work. It s not just about access to documents and voice communication. Companies need to consider the impact to both people and technologies when implementing an enterprise-wide collaboration strategy.

8 Impact of Collaboration There are several consistent patterns involving how collaborative technologies impact the business. 1. People finding and communicating with others (corporate or team-based communication) 2. People locating and acting on relevant job-related data (decision making) 3. People executing tasks together (project collaboration) 4. People consuming, refining and qualifying information (innovation)

9 Business implications of social computing

10 Hierarchical structures with repetitive tasks Composite networks with multiple projects 10

11 Are you maximizing your business agility? Do you in your organization? What makes an expert a? How can you? Do you in real time? 11

12 Documents created are not accessible throughout the enterprise and do not provide basic information about content or author. Communication via social outlets, such as blogs or wikis, is not leveraged within the organization. Centralized management or collection of updated experience does not exist within the organization. Identifying people with specific skills, knowledge and proven experience to engage for critical initiatives. Example - Pharmaceutical: We need to get the right people in the room for tomorrow s planning meeting who should be invited? Ensure the expert returned truly meets the requirements necessary to execute in a timely manner. Example - Manufacturing: Who has expertise using and building specific equipment to help us resolve a customer issue? Knowing whether the expert identified is available and able to assist within the time constraints. Example - Healthcare/public sector: We re trying to respond about this outbreak can our best experts address the problem now? Once identified, communicating with the expert becomes a time-consuming and/or phone exchange that does not offer the best interactivity. Sharing content and working together, in real time, is hindered by global location and technical deficiencies. Expanding knowledge to wider groups increases in difficulty and becomes counterproductive.

13 Solution approach: Avanade Expert Source Business-focused application of social computing Solution enablers Ability to manage expertise in an organization Identify, connect and collaborate with SMEs Deliver social computing capabilities Aggregated, refined search results of employees Major requirements for an Expert Source solution Rich and easy-to-refresh user profile Search function that finds relevant people and expertise Functionality to synchronize profile information with other sources Ability for users to tag content and rate colleagues for expertise Bring the organization together in dispersed global workforces Build business networks around interests and expertise Reduce costs, increase service levels and mitigate risks Bring the best together to drive results Collaborate in real time with subject matter experts Staff experts on critical initiatives Avanade Expert Source is built on the strong collaboration features of SharePoint 2010 Ratings, comments, tags Enterprise taxonomy MySites Blogs, wikis Social bookmarks Status updates Social distance FAST for SharePoint

14 Avanade expertise model

15 Expert Source logical architecture Avanade Confidential Do Not Copy, Forward or Circulate

16 Why SharePoint 2010 and FAST? Increased productivity Integrated experience of SP 2010 and FS4SP Pervasive availability of SharePoint in the enterprise Respond to business needs Social features are out-of-the-box in SP 2010 BCS and FAST allow enough customization to enable enterprise class features Relevancy rankings FAST s relevancy rankings bring credibility to an expertise location solution Avanade Confidential Do Not Copy, Forward or Circulate

17 Major architectural components Expert Source User 7a) Query Query Page Search Site 7b) Query Passing Expert Results Page Primary Data Flow: 1. SP User Profile store is populated from an LDAP source. 5c) Insert Expertise Analysis Jobs 5b) Query 2. Experts are exported out of the Profile Store an into the ES database. Expert Source Custom DB 2b) Import User Import Job 5a) Crawl Metadata SA 7c) Expert Query 3. FS4SP crawls contributions stored in SharePoint (docs, blogs, etc ) 4. ETL job extracts expertise data from LoB systems (certifications, project experience, etc ) and uses it to calculate expertise scores. 4) ETL Active Directory Blogs LoB Systems 1) Sync 2a) Crawl User Profile SA FAST Query SA FAST Content SA Docs 3) Crawl Content Index Partition (Documents) Index Partition (Experts) 6b) Convert Expertise BCS App to Avanade Crawlable Format Confidential Do Not Copy, Forward or Circulate SharePoint 6a) Crawl Expertise 17

18 Major architectural components (cont.) Expert Source User 7a) Query Query Page Search Site 7b) Query Passing Expert Results Page Primary Data Flow: 5. Expert terms are pulled from the SP Term Store. For each term, a query is issued against FS4SP to find the relevant contribution content for that term. The author of each contribution is used to create an expertise score for each author/expert term combination and stored in the ES DB. Contribution scores are then merged with Expert Source Custom DB 4) ETL 5c) Insert 2b) Import LoB Systems User Import Job 2a) Crawl Expertise Analysis Jobs 5a) Crawl Metadata SA 5b) Query FAST Query SA 7c) Expert Query 6. FS4SP crawls the ES database via the BCS connector. Active Directory 1) Sync User Profile SA FAST Content SA 7. User queries for expertise on the Expert Search page. Blogs Docs 3) Crawl Content Index Partition (Documents) Index Partition (Experts) 6b) Convert Expertise BCS App to Avanade Crawlable Format Confidential Do Not Copy, Forward or Circulate SharePoint 6a) Crawl Expertise 18

19 Logical infrastructure Front-end SharePoint 2010 front-end Web Servers Search Web Parts, Query Web Service Application Servers SharePoint 2010 Application Servers Query SSA Content SSA Back-end FAST Search for SharePoint Farm Content Distributor, Doc Processing, Indexer, etc... SQL 2008 Database Servers Avanade Confidential Do Not Copy, Forward or Circulate 19

20 Three steps to pervasive collaboration 20

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24 Implementation approach

25 We work with customers worldwide. Avanade experience delivers real value.

26 Recognize the need for organizational collaboration Identify the business issue or goal Select a social computing solution that addresses your business needs Implement a solution that fosters business agility We bring the right knowledge, services and assets to address your unique needs enterprise-wide collaboration. 26

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28 Appendix

29 Avanade in 60 seconds Joint venture between Microsoft and Accenture founded in 2000 More than 10,000 professionals in 26 countries Driving results through Microsoft specialization Insight Built on powerful customer relationships through Avanade direct channel and alliance channel Expertise 100% dedicated to the Microsoft platform #1 Microsoft partner in Gold competency achievement, Portals and Collaboration Efficient, reliable, global delivery Strategic, multi-site delivery model Global expert network (about 6,000 professionals in GDN) Collective innovation Engineer and deliver repeatable, value-added solutions and assets Avanade Connected Architectures (ACA)