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SharePoint Business Governance

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Erica Toelle
Erica Toelle

The document discusses governance strategies for SharePoint implementations based on a conference presentation. It defines governance as bringing clarity and definition to all areas of business. It outlines four pillars of governance: strategy, technology, information/data, and operations. For each pillar, it provides examples of how governance applies to SharePoint, such as defining the roadmap, architecture policies, taxonomy, and roles. It emphasizes that governance gives organizations frameworks for decision making, consistency, and ability to change quickly.

BusinessTechnology
1 of 28
Erica Toelle Caiman Consulting SharePoint Governance
Share Conference | 2 Share Conference 2014 by the Numbers Over 400 Delegates 55 Sessions 31 Local Speakers 13 International Speakers 17 Sponsors 14 Hot Topics 3 Days
Share Conference | 3 Our SharePoint Story: We Started Somewhere Else
Share Conference | 4 Someone Installed SharePoint
Share Conference | 5 Everyone Asked You Questions
Share Conference | 6 SharePoint Became Your Full Time Job 2007 2008
Share Conference | 7 You Get Your Big Break2008 2009
Share Conference | 8 What Happened? Released: July 15, 2010 Released: November 13, 2006
Change the Conversation!
Share Conference | 10 Reactive Conversation
Share Conference | 11 Proactive Conversation
Share Conference | 12 Your Next Promotion!
Governance is about bringing clarity and definition to all areas of the business, not just SharePoint
Share Conference | 14 Governance!
Share Conference | 15 What are These People Called? Enterprise Architects! …and sometimes Business Consultants ;)
Governance Framework Strategy Governance Data / Information Governance Technology Governance Operations Governance
Technology Governance [SharePoint Example] • SharePoint roadmap • Patching, site provisioning, etc. • Architecture • Use of custom code • What will we support / not support?
Information and Data Governance • What data goes where? • Security and compliance • Taxonomy, metadata, and content types • Business Intelligence • Knowledge Management • Leverage Information as a Strategic Asset
Operations Governance • Program / Project Management • Business Process Management • Roles and Responsibilities • Core and support operational structures that transcend functional and organizational boundaries
Strategy Governance • Strategic Goals of the Organization • Business Model • Performance management • Culture • Investment decisions • Decision making path • Organizational Change Management • Ethical guidelines and values
Strategy Data / Information Technology Operations Project / Solution DepartmentOrganization Your Areas of Influence
Project / Solution Level Strategy Technology Information / Data Operations • How does the project support organizational goals? • How are we making decisions? • Drive culture change, e.g., collaboration • Why should we invest in this? • Are we creating or improving a process? • Who owns the solution when we are done? • How will we manage risks from the final solution? • Does our solution comply with data policies? • Are we following information lifecycle guidelines? • What data should not be stored on our solution? • How does this project fit into the technology roadmap? • Are we following architecture policies?
Department Level Strategy Technology Information / Data Operations • What opportunities do you see in the next 12 months? • Where is your culture toxic? How should it change? • What is going well? Can this be leveraged elsewhere? • Do we have the right people in the right roles? • Are we managing our projects as a portfolio? • Does another department have data that we can use? • How can we use business intelligence to drive insights? • Can we leverage a solution another department has created?
Organization Level Strategy Technology Information / Data Operations • Are there any opportunities for innovation? • How can we support our business model through better technology tools? • Where are there opportunities to gain efficiency? • Why do we do things this way? • How can we tie our data systems together? • Will this metadata term be useful to other people? • How are we going to leverage technology to be more competitive? • How can we use technology to serve our customers better?
Why Governance? • When things are clearly defined it’s easier to change quickly: can clearly communicate WHAT is changing • Gives people a framework for independent decision making – reduce the need for micro management – Social can add value with transparency – Speed of execution is a differentiator • Consistent delivery of outcomes and experiences
• You have a unique perspective in your organization • Speak up based on your experience • Drive broader conversations • Be succinct and fact based • You can be a thought leader in your organization! Share Conference | 26 In Conclusion
me@ericatoelle.com +1 206-200-0002 Skype: ericatoelle ericatoelle.com linkedin.com/in/ericatoelle/ facebook.com/ericatoelle/ @EricaToelle

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SharePoint Business Governance

  • 2. Share Conference | 2 Share Conference 2014 by the Numbers Over 400 Delegates 55 Sessions 31 Local Speakers 13 International Speakers 17 Sponsors 14 Hot Topics 3 Days
  • 3. Share Conference | 3 Our SharePoint Story: We Started Somewhere Else
  • 4. Share Conference | 4 Someone Installed SharePoint
  • 5. Share Conference | 5 Everyone Asked You Questions
  • 6. Share Conference | 6 SharePoint Became Your Full Time Job 2007 2008
  • 7. Share Conference | 7 You Get Your Big Break2008 2009
  • 8. Share Conference | 8 What Happened? Released: July 15, 2010 Released: November 13, 2006
  • 10. Share Conference | 10 Reactive Conversation
  • 11. Share Conference | 11 Proactive Conversation
  • 12. Share Conference | 12 Your Next Promotion!
  • 13. Governance is about bringing clarity and definition to all areas of the business, not just SharePoint
  • 14. Share Conference | 14 Governance!
  • 15. Share Conference | 15 What are These People Called? Enterprise Architects! …and sometimes Business Consultants ;)
  • 16. Governance Framework Strategy Governance Data / Information Governance Technology Governance Operations Governance
  • 17. Technology Governance [SharePoint Example] • SharePoint roadmap • Patching, site provisioning, etc. • Architecture • Use of custom code • What will we support / not support?
  • 18. Information and Data Governance • What data goes where? • Security and compliance • Taxonomy, metadata, and content types • Business Intelligence • Knowledge Management • Leverage Information as a Strategic Asset
  • 19. Operations Governance • Program / Project Management • Business Process Management • Roles and Responsibilities • Core and support operational structures that transcend functional and organizational boundaries
  • 20. Strategy Governance • Strategic Goals of the Organization • Business Model • Performance management • Culture • Investment decisions • Decision making path • Organizational Change Management • Ethical guidelines and values
  • 21. Strategy Data / Information Technology Operations Project / Solution DepartmentOrganization Your Areas of Influence
  • 22. Project / Solution Level Strategy Technology Information / Data Operations • How does the project support organizational goals? • How are we making decisions? • Drive culture change, e.g., collaboration • Why should we invest in this? • Are we creating or improving a process? • Who owns the solution when we are done? • How will we manage risks from the final solution? • Does our solution comply with data policies? • Are we following information lifecycle guidelines? • What data should not be stored on our solution? • How does this project fit into the technology roadmap? • Are we following architecture policies?
  • 23. Department Level Strategy Technology Information / Data Operations • What opportunities do you see in the next 12 months? • Where is your culture toxic? How should it change? • What is going well? Can this be leveraged elsewhere? • Do we have the right people in the right roles? • Are we managing our projects as a portfolio? • Does another department have data that we can use? • How can we use business intelligence to drive insights? • Can we leverage a solution another department has created?
  • 24. Organization Level Strategy Technology Information / Data Operations • Are there any opportunities for innovation? • How can we support our business model through better technology tools? • Where are there opportunities to gain efficiency? • Why do we do things this way? • How can we tie our data systems together? • Will this metadata term be useful to other people? • How are we going to leverage technology to be more competitive? • How can we use technology to serve our customers better?
  • 25. Why Governance? • When things are clearly defined it’s easier to change quickly: can clearly communicate WHAT is changing • Gives people a framework for independent decision making – reduce the need for micro management – Social can add value with transparency – Speed of execution is a differentiator • Consistent delivery of outcomes and experiences
  • 26. • You have a unique perspective in your organization • Speak up based on your experience • Drive broader conversations • Be succinct and fact based • You can be a thought leader in your organization! Share Conference | 26 In Conclusion
  • 27.
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