Conferences

The Rise of the Ninjas

This week, I delivered a half-day user adoption workshop at SharePoint Fest Chicago 2017. The workshop, titled “The rise of the ninjas: A unique methodology for driving SharePoint user adoption,” explains how to plan for an effective SharePoint/Office 365 adoption campaign and how to reclaim an existing implementation that has failed to gain traction with your user base.

The workshop introduced why SharePoint/Office 365 user adoption is a wicked problem, outlined two examples of how companies that “got it wrong” were able to build a turnaround strategy, and provided practical tips for driving adoption wins. The workshop also highlighted several key tenets of effective user adoption:

For more information, feel free to check out the session slides.

Workshop Abstract:

The rise of the ninjas: A unique methodology for driving SharePoint user adoption
This half-day workshop discusses the “chaos-to-clarity” journey many organizations take on their path to a successful SharePoint implementation. We will look at common training, governance and user adoption pitfalls, provide recommendations for framing a successful SharePoint Center of Excellence (COE) and give you practical tips for building an internal user community of SharePoint ninjas. These strategies can change the course of your SharePoint implementation and catapult you from being “just another file repository” to being the premier workflow automation tool people want to use. 

SharePoint Fest Chicago (December 5-8, 2017)

I’m excited to close out 2017 with a trip to Chicago for SharePoint Fest December 5th-8th. I’ll be presenting a half-day user adoption workshop along with sessions on business process automation and ROI.

SharePoint Fest Chicago is always a great event–particularly if you’re able to attend the 2 days of pre-conference workshops early in the week. There’s a mix of technical how-to sessions for SharePoint/Office 365 information workers, IT Pros and Developers and conceptual sessions on user adoption, governance, business valuation, search, content management, etc. If you haven’t registered for the conference yet, use my speaker code Haase100 to save $100 on the conference fee.

spfest_chicago_2017_banner

Abstracts for SELRES_beaba191-bd19-45ed-80b2-9db895d9a169my SELRES_beaba191-bd19-45ed-80b2-9db895d9a169SharePoint Fest Chicago workshop and sessions:

  • The rise of the ninjas: A unique methodology for driving SharePoint user adoption
    This half-day workshop discusses the “chaos-to-clarity” journey many organizations take on their path to a successful SharePoint implementation. We will look at common training, governance and user adoption pitfalls, provide recommendations for framing a successful SharePoint Center of Excellence (COE) and give you practical tips for building an internal user community of SharePoint ninjas. These strategies can change the course of your SharePoint implementation and catapult you from being “just another file repository” to being the premier workflow automation tool people want to use. For more info on this workshop, check out my workshop preview video.
  • Escaping the land of confusion: How to create effective business process solutions in SharePoint
    Are you caught in an infinite loop of overgrown, outdated processes? Are your end-users stuck in a rut, copying data between an endless string of Excel spreadsheets? If so, this is the conference session for you! We’ll explore common process engineering methodologies, outline the “universal truths” that will help you relate to your business users and expose the “forgotten layer of content management” that exists at most organizations. Then it’s GO TIME! We’ll outline a formula for finding your alpha project, provide a streamlined storyboarding/requirements gathering process and show you how to incorporate ROI valuations into your project timeline. You will leave this session with a “couch-to-success” plan for building effective business process solutions.
  • De-Mystifying ROI calculation for SharePoint
    ROI is a “fancy” acronym for Return on Investment. While ROI implies success, it usually involves mysterious mathematical formulas that many people can’t see or understand. So how does an everyday SharePoint business owner tackle the ROI puzzle? Do you just “flip the switch” on your implementation and move on? Or are you so busy with post-launch support that you don’t have time to circle back and quantify your results? This session will help you demonstrate the business value for your SharePoint implementation. We’ll examine common ROI calculation methodologies while providing strategies for identifying your ROI niche and quantifying the business value of your SharePoint implementation.

Keynote video: Understanding metadata

This is the 2nd in a series of blog posts dedicated to sharing favorite speeches from previous conferences/events. This week I’m sharing Ruven Gotz’s session Understanding Metadata – Working with stakeholders to build the taxonomy. Ruven delivered this session at the 2011 SHARE conference in Sydney, Australia. It explains what metadata is, why it’s important and how you can explain it to your stakeholders. Consider it your metadata 101 course that covers everything from hamsters to soup cans.

The formal session abstract and speaker bio are included at the bottom of this post. Enjoy!

[vimeo http://vimeo.com/33202418 w=500&h=280]

 

Session abstract:

When it comes to defining the site columns and content types for a project, the first step is to help your stakeholders understand the ‘what and the why’ of metadata so that they can picture how they are going to organise the documents.

Once this is accomplished, you can start to inventory the types of documents that are going to live in SharePoint and then explain the function of content types and site columns.

This presentation will explore some methods that have proven to be successful for explaining these concepts and then organising the taxonomy.

See how to use tools that help users to inventory their documents and capture the metadata (and how to identify the right metadata). You will see how to conduct workshops that help you and your clients to organise this information and then document the taxonomy in a form that can be shared, reviewed and easily modified.

At the final stages, you will see how the required document libraries begin to emerge as part of this process.

Ruven’s speaker bio:

With over 20 years of IT industry experience, Ruven has spent the past seven years delivering award-winning SharePoint solutions for a wide range of clients. As a Business Analyst and Information Architect, Ruven is able to apply his education and experience in Psychology, Computer Science, Economics, Software Development and Training to solve complex problems. He has become a leader in the use of visual tools to help his clients and team members achieve shared understanding of problems and goals and shared commitment towards implementing a successful solution.

Keynote video: Earning the right to seek executive SharePoint support

I’m starting a new blog post series to share some of my favorite keynote speeches from past conferences/events. First on the list is Michael Sampson’s session Success with SharePoint: Earning the right to seek executive support, which was presented at the 2012 SHARE conference held in Atlanta. Michael did a fantastic job on this presentation–he explains why pleas for executive SharePoint support fail and provides guidance on how to change your approach. Some of my favorite one-liners from the session are:

  • “Success is 90% people, 10% technology.”
  • You have to build credibility with your executives. Stop being the excited teenager.
  • You have to earn the right to talk to your executives about SharePoint.

The formal session abstract and speaker bio are included at the bottom of this post. Enjoy!

[vimeo http://vimeo.com/41731754 w=500&h=280]

Here’s the abstract for this session:

Many IT departments have installed SharePoint and are now wondering how to make the technology deliver business value. A quick answer is often to seek executive support, but before rushing to do so, there are a number of critical disciplines that need to be put in place to earn the right for making this approach.

The keynote will present the roadmap to success with SharePoint, and the role of executive support in transforming SharePoint into a place where great business gets done.

Lessons: – Having the technology available is a common place to start, but you can’t stay there forever – Success with SharePoint involves following a roadmap to success, including vision, governance, engagement, and user adoption – Executives have a role to play in the roadmap to success, but you have to earn the right to seek their support

And here is Michael’s speaker bio:

Michael Sampson is a collaboration strategist. His passion is helping organizations to make collaboration work, when their employees have to work together effectively and efficiency while separated by distance and time. Michael advises end-user organizations in New Zealand, Australia, the United States, and Europe.  He holds an MCom with first class honors in telecommunications-based IT, from the University of Canterbury in New Zealand.  Michael is the author of four books on collaboration strategy—Collaboration Roadmap, User Adoption Strategies, SharePoint Roadmap for Collaboration, and Seamless Teamwork.  His blog can be found at http://currents.michaelsampson.net/ and you can follow him on Twitter: @collabguy

Don’t forget to SHARE!

In my last post, I talked about the road to becoming a SharePoint speaker. As SharePoint’s popularity continues to grow, the number and variety of SharePoint user groups, events and conferences has exploded. Whether you’re an IT Pro, a SharePoint developer or an end-user focused on business process automation, there’s a SharePoint event designed for you. The key (and the challenge) is finding the events and conferences that fit your niche.

My niche is leveraging SharePoint to drive business value. From business process re-engineering solutions to studying the latest trends in user adoption and governance, my focus is on business engagement. One of the reasons I love attending SHARE conferences is their dedication to building events exclusively for business users like me. With focus areas like change management, training/resource management, information architecture, workflows & business process automation and social business, these events are dedicated to helping users design and build a business case/roadmap for SharePoint success.

This year I’m speaking at two SHARE events–SHARE Johannesburg in March and SHARE Atlanta in April. I’ll be delivering the following four sessions over the course of both conferences:

  • Escaping the land of confusion: How to create effective business process solutions in SharePoint
  • In search of the SharePoint tipping point
  • De-Mystifying ROI calculation for SharePoint
  • SharePoint doesn’t have to be hard: Setting the stage for SHARE success

The recurring theme through all of these sessions is Do something. Don’t sit back waiting for someone to give you permission to try something new. If you have an idea, go after it. The mere act of starting something increases your chances of being successful. For more on this “do something” theme, check out Seth Godin’s blog post “Reject the tyranny of being picked: pick yourself.”

And if you’re a SharePoint business user, don’t miss your chance to register for a SHARE conference near you. I look forward to seeing you there!

Don’t miss your chance to win the Golden Lifeguard Award

If you’re a SharePoint governance pro, you have to check out Axceler’s new Golden Lifeguard Award. The award “honors an individual or a team that has conceived, developed and defined best practices around governance that resulted in a notable increase in security and compliance within their SharePoint environment.”

All award submissions will be evaluated by a team of judges, including myself, Michael Pisarek, Susan Hanley, Ruven Gotz, Veronique Palmer, David Rubinstein and Owen Allen. The winner will be unveiled at a gala event on November 14th at the Tryst nightclub in the Wynn Resort during the SharePoint Conference 2012 in Las Vegas.

To submit an award nomination, go to: http://info.axceler.com/golden-lifeguard-award/. There is no cost to submit, and you do not have to be an Axceler customer to participate.

The nomination deadline is October 18, 2012.

SharePoint Fest Chicago 2012 recap

Last week I had a whirlwind trip to Chicago for SharePoint Fest Chicago 2012. This was my first time attending a SharePoint Fest event, but I really enjoyed its blend of business and technical sessions. I was also impressed with the attendance–the sold-out event had 350+ attendees and a huge array of community/ISV sponsors. Here’s a quick breakdown of the sessions I attended:

  • Revolutionizing your organization with SharePoint 2013 – Dux Raymond Sy
    Dux never disappoints, and his opening keynote was fantastic. He did a great job highlighting upcoming 2013 features and made a solid case that to stop being an IT toy, SharePoint has to be implemented successfully by the business.
  • Be the “Find It” Super Hero – Chris Geier
    Chris’ session offered a couch-to-success plan for using enterprise content types, managed metadata services (including terms, term sets, etc.), information management policies and the content organizer.
  • Creating Reusable & Transportable Workflows in SharePoint Designer 2010 – Asif Rehmani
    Asif’s training sessions are ALWAYS fantastic. He does a great job explaining technical concepts to a wide variety of audiences/knowledge levels. Two of my favorite demos from this session were implementing Parallel Blocks within workflows and using Visio as a workflow modeling tool.
  • A Pragmatist’s Guide to Designing Enterprise Content Types – Chris Beckett
     This was my first time meeting Chris, but I enjoyed his practical guide to analyzing and organizing content. And yes, I was thrilled to raise my hand when he asked for any “lone wolf” librarians that happened to be in attendance. Frankly, I’m surprised I don’t run into more librarians in the SharePoint community. SharePoint’s feature set and focus on content management, enterprise content management, managed metadata, structured content, business process automation and taxonomy/folksonomy management are a natural fit for our time and talent.
  • SharePoint in Practice: 15 Real World SharePoint Solutions that Drive Business Value – Ross Freedman
    Prepare for the tidal wave! This session was jam-packed with examples of successful SharePoint solutions. From New Balance’s new corporate intranet to Medtronic’s collaboration platform designed to connect scientists from around the world, this session showed (in living color) what SharePoint success looks like. Very interesting.
  • Creating Data-Centric Composite Applications Using SharePoint Designer 2010 – Asif Rehmani
    This session was all about the XSLT List View Web Part and the XSLT Data View Web Part. Asif provided background context on where they came from (yes, think Front Page 2003) and how they’ve evolved, while incorporating some great demos to show their power and versatility.
  • Hypermiling with SharePoint Data Protection – Sean McDonough
    I snuck into several of Sean’s sessions at this conference. (My farm admin would have been so proud!) Sean is an excellent presenter, but he gets the hero award for being able to teach hyermiling, disaster recovery and the joys of caching to a librarian.

I also delivered my De-Mystifying ROI calculation for SharePoint session at the conference. I had a great interactive audience, and really appreciate Dennis and Chris for sitting up near the front and serving as my session victims (uh….I mean volunteers). For those of you that are interested, I’ve posted an excerpt of my slides to SlideShare. Check them out below.

And no conference would be complete without a mention of the many SharePoint experts that I feel privileged to call friends. Thanks to Wes Preston, Sean McDonough, Richard Harbridge, Doug Hemminger, Chris Geier, Liam Cleary, Kim Frehe, Jeff Willinger and Dux Raymond Sy for the insights, the laughs and the late-night root bear floats.

SharePoint Fest Chicago is coming soon!

I’m thrilled to be heading to Chicago in September to speak at SharePoint Fest. David Wilhelm and the rest of the leadership team have put together a packed schedule, with 75+ sessions in 10 different tracks. Come to the event to attend sessions on:

  • Enterprise Content management (ECM)
  • Social SharePoint
  • Power Users
  • Workflow
  • Search
  • Business Value
  • Governance, Taxonomy & Architecture
  • Infrastructure & Administration
  • Developer
  • SharePoint 2013

I’ll be attending sessions in several tracks, but am also looking forward to delivering Business Value session #102 – De-mystifying ROI Calculation for SharePoint. Here’s the abstract for my session:

ROI is a “fancy” acronym for Return on Investment. While ROI implies success, it usually involves mysterious mathematical formulas that many people can’t see or understand. So how does an everyday SharePoint business owner tackle the ROI puzzle? Do you just “flip the switch” on your implementation and move on? Or are you so busy with post-launch support that you don’t have time to circle back and quantify your results?

This session will help you demonstrate the business value for your SharePoint implementation. We’ll examine common ROI calculation methodologies while providing strategies for identifying your ROI niche and quantifying the business value of your SharePoint implementation.

The session will set the stage for an interactive discussion about ROI–how it can be measured, standardized and communicated. If you’re interested in seeing the session live, register for SharePoint Fest. Use the Haase discount code to register and you’ll save $100!

#SHARE2012 Conference Recap

Last week I was in Atlanta at the SHARE conference. There aren’t many events that would inspire a 3:30 am wake-up call to catch a flight, but SHARE conferences are the exception! Designed strictly for SharePoint business users, SHARE provides a unique opportunity to learn from SharePoint practitioners embedded in active business teams.

While The Eventful Group has had great success holding SHARE conferences in Australia and South Africa, this was the first U.S.-based SHARE event. To ensure the mix of sessions and topics was bang-on, The Eventful Group hosted a series of focus groups and information gathering sessions. Based on the feedback they received, The Eventful Group built the SHARE conference around several key topic areas:

  • Governance
  • Information Architecture
  • Search
  • Training
  • User Adoption
  • Realizing the Value of SharePoint (my personal favorite)
  • Executive Sponsorship
  • Culture & Enterprise Change Management
  • Enterprise Content Management
  • etc.

While the conference included fabulous industry experts (Ruven Gotz, Dux Raymond Sy, Sue Hanley, Jeremy Thake, Richard Harbridge, Adam Quinn, Christian Buckley, Ramin Mobasseri, Bonnie Surma, Michael Sampson, etc.), it also afforded the opportunity to meet new SharePoint business folks from across the country. With case studies from companies like Siemens, Del Monte, eBay, Turner Broadcasting, Nielsen, Diebold and National Gypsum, I was able to see and learn how many of my peers are implementing SharePoint successfully at their organizations.

Here are some of my favorite one-liners & key messages from the event:

  • “Start with a solution that solves a problem” – Sue Hanley
  • Governance in 3 words: “No Sharp Edges” – Sue Hanley
  • It’s not enough to have a governance plan. It must be CONSUMABLE – Sue Hanley
  • Executives vs. SharePoint believers: We don’t talk the same language and we have different goals. – Michael Sampson
  • “Success is 90% people, 10% technology.” – Michael Sampson
  • You have to build credibility with your executives. Stop being the excited teenager.  – Michael Sampson
  • You have to earn the right to talk to your executives about SharePoint – Michael Sampson
  • Make user adoption FUN: “SharePointober-fest! (Inebriate while you Collaborate)” – Scott Smith
  • Blogs are the breeding ground for thought leadership. Read and comment on other’s blogs. – Jonathan Lightfoot
  • “Governance = Balance. Balance between the wants of end users and the regulations of how to use the tool.” – Adam Quinn
  • “Aim to provide Order and Enablement.” – Adam Quinn

I also had the good fortune to present a few sessions at this event. My track session “Turning the Tide: From Chaos to Clarity” went very well–right up until I nearly killed myself (and everyone else) by getting too close to the audio speaker. I still have a faint ringing in my right ear…

The governance panel I participated in with Richard Harbridge, Sue Hanley and Adam Quinn was also well-received. Jeremy Thake did a GREAT job moderating the discussion and several of the attendees commented afterwards that the session was very useful.

My last session was the event’s closing keynote. While I love the topic (session title = “It Doesn’t Take A Miracle: Driving Successful User Adoption”), I quickly realized it isn’t easy being the happy hour prequel. The attendees were fantastic, though. By the close of the session, we were all looking to find the “first follower” that would transform us from being the lone SharePoint nut to the SharePoint leader at our organization!

A big thank you to The Eventful Group for including me in this event. It was great to meet, connect and learn from new friends (Ryan Mattison, Wendy Neal, Zuri Stanback, Charles McCann, Jovan Breckenridge, Daniel Patton, et. al.). And with a hotel room on the 45th floor of the Marriott Marquis, the conference even afforded me some time to work on my fear of heights!

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