Tag techcomm

@joeshepley “Build So They Will Come” on SP planning, via CMSWire #sharepoint #techcomm

What I want to do in this post is to walk through some ways to avoid the if we build it mentality and better tailor your SharePoint implementation to the people who matter the most — the end users.

There are four broad activity areas you need to focus on to not only understand your end-users’ needs, but have a fighting chance of meeting them as well:

  • User Segmentation
  • Use Case Analysis
  • Technology Mapping
  • Training and Communication

Nicely written piece on the aspects of SharePoint planning that tend to fall through the cracks.

Interesting that these are best practices followed by the typical user-advocacy roles that have been around for years (usability, online help, documentation, training, change management, etc.).

The difference here, from my perspective, lies in the tendency for these concerns to be “tacked on” to the project after the fact — and ultimately squeezed when budgets overrun elsewhere. Software teams and their executive stakeholders have a sense of the results they want from the tool and will focus exclusively on those ends. Adoption is abysmally slow as a result.

With an endlessly configurable platform solution such as SharePoint, there are no concrete “ends” to speak of. Implement once and empower vertically, is the model.

It is the responsibility of the SharePoint end-user community to develop its own pool of expertise, its own minimum capability standards under proper governance, its own collaboration maturity trajectory. It is equally the responsibility of line of business management to set goals, enable the creative conditions, and then get out of the way.

SharePoint Pod Show on “What is a SharePoint Analyst?”

In Episode 57 of the SharePoint Pod Show, Rob, Nick, and Brett catch up with
Michal Pisarek to discuss the topic of being or becoming a SharePoint
Analyst.

Interesting discussion at the intersection between SharePoint functionality and business need. Michal Pisarek is quick to admit he’s not a hardcore SharePoint developer, but he knows enough to fill the interpreter role.

Starting with the needs of the business, the whiteboard meetings, the interrogation of legacy systems, the card sorts, the pie-in-the-sky ideas — this is the domain of the SharePoint Analyst.

Pisarek makes the case for establishing trust with business stakeholders first, speaking their language, and diving deep into the potential bottom line impacts BEFORE bringing in a developer. By doing so, quite often a deliverable featuring only out-of-the-box capability will suffice.

Managers love the turnaround time.

Developers love having their time protected.

Everybody wins.

Turning clip art into custom icons (via the MS Office Blog)

Did you know PowerPoint includes vector clip art? That’s right. Once you have a vector item in your working area, you can ungroup, manipulate, and regroup to your brand. Great trick.

The Format is the Message – SharePoint Expert Blog

The story here isn’t that much of our virtual office park bonding is over menial, repetitive looping. It’s that we’re loopy. We’re there at the behest of the machinery. Reformatting as the basis for knowledge work crosses the line from using information to being used. And this is no cuddly humanist call to arms. There is no Luddite rejection. I’m not channeling Amish friendship bread. This is the thornier question of whether we’re better off freed of the mental labor that a well-run SharePoint farm is meant to eat for lunch, or, whether we’re happier rekeying the same tables into our siloed data fortesses

Get past the Dennis Miller-ish eyeball kicks in the first sections, and some interesting questions are posed here.

Channel 9 on workflows using Visio 2010 and SharePoint Designer 2010

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Visio 2010 and SharePoint Designer 2010 can be used in concert to create a workflow. This video describes how each tool plays a specific role in the development process. Visio allows the business analyst to define the process and SharePoint Designer allows the power user to implement the process. Visio and SharePoint Designer feature a roundtrip import/export of the file that enables an iterative process during workflow creation.
via channel9.msdn.com

The temptation is great to move to a product like Nintex Workflow versus standard SPD wizard interface. Interesting to see how this compares.

Channel 9′s Office 2010 Training Course

Office 2010 is a broadly extensible platform for building Information Worker productivity solutions and developing for Office with Visual Studio 2010 makes this easy. The Office 2010 Training Course includes videos, presentations, hands-on labs and source code. This content is designed to help you get started developing solutions, from Add-ins to full featured Office Business Applications (OBAs), using Visual Studio 2010 with Office 2010 and SharePoint 2010 as the core platform.

Lots of good stuff here….

* Getting Started with Office 2010 on Channel 9

* Office 2010 Developer Roadmap

* Office UI ​Customizati​on

* Office Client Workflow

* Security and Deployment

* Business Connectivity Services

* Developing BI Applications

* Open XML

* Office 2010 Services

* InfoPath 2010 and Forms Services

* Access 2010

* Application ​Compatibili​ty

* Core Office Development

Channel 9′s “The Office Show” on social networking with Office

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In this edition of The Office Show we show you how to build networks using Outlook. We dive into The Outlook Social Connector with its founder Michael Affronti, we chat facebook, Takeshi Numoto drops by to talk social networking, Doug Thomas from the Office Blog talks productivity and social media and we have a little fun in the process.

via channel9.msdn.com

TechNet on automatically creating Word documents including list fields

It’s fairly straightforward to get this working (certainly no code is required, just SharePoint designer) and the technique could be used to automate all manner of business processes.  For example, you could create an ASPX page containing drop down fields and calculated fields that automatically creates a quotation document or you could have a form that captures all the details for a job vacancy that would create a standard looking job advert.

Great for capturing client proposal data for later tracking purposes, and generating a shell template including relevant fields. With a little added controls and quick parts magic, I could foresee having SharePoint list choice column options dictate a cover page graphic. Lots of potential here.

MSDN on custom document information panels from Office SharePoint Server 2007

One of the ways you can create and edit a custom Document Information Panel is by starting from the Microsoft Office SharePoint Server 2007 user interface. You choose the content type for which to create or edit a custom Document Information Panel. Office SharePoint Server 2007 starts Microsoft Office InfoPath 2007 and supplies the content type schema as the primary data source, and the automatically generated form as a starting point. After you edit the form, you publish it directly to the content type or to another location. This Office Visual How To shows how to create and edit a custom Document Information Panel from SharePoint Server 2007.

I’ve been considering this route — in combination with a script to automatically display the panel at Blog.docx onload, and embedded controls — to grow SharePoint blogs into full-featured announcement applications that can capture real data to lists and still provide the end-user familiarity and convenience of Word. Anyone played with this concept?

MSDN on Creating Custom Document Information Panels

Creating Custom Document Information Panels

Discover the integration that exists between Document Information Panels and content types in Windows SharePoint Services 3.0.

Where was this back in the day when I needed to create a proposal generator (like Pragmatech Smart Forms) and had to code the whole thing myself in VBA! Plus, I had no SharePoint integration!