The Road to Awesome SharePoint Adoption in Your Organization

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End User Adoption
The Road to Awesome
SharePoint Adoption
in Your Organization
Presented by:
Heather Newman
Tweet this Talk @heddanewman @contentpanda @SPSSVorg #SPSSV
ImproveIT! – Essays on SharePoint Analytics &
Adoption
Content Panda CEO Simeon Cathey and I contributed Chapter 5 on user adoption.
The paperback and Kindle editions are available on Amazon
The free eBook is available here: http://www.improveit.how
A failure of senior management to endorse
and enforce SharePoint was the biggest
reason for lack of success, followed by
inadequate user training and a general lack
of planning.
Nearly two-thirds of SharePoint installations
are somewhat stalled in their adoption and
progress.
The key lessons learned are don’t leave it to
IT – form a SharePoint steering group. Be
sure to understand the implications of
metadata and taxonomy.
Check out the Content Panda blog for more
info.
“Adoption”
The act of taking something on as your
own. Adoption usually refers to the legal process
of becoming a non-biological parent, but it also
refers to the act of embracing ideas, habits, or
free kittens.
“Empower”
To give power to; to promote the self-actualization
or influence of; helping someone feel strong,
unstoppable, in control of their destiny.
Discover SharePoint
Check out the resources below to find out more about what is SharePoint and learn how you can drive organic adoption
within your organization. Alternatively, you can also visit http://DiscoverSharePoint.com.
DiscoverSharePoint.pdf—Getting to know SharePoint
What is SharePoint? SharePoint is about giving you and the people you work with a better way to get things done
together. Check out the scenarios in this book to see some of the ways SharePoint can help you work better together.
Getting_to_know_Office_365.pdf—Getting to know Office 365
Office 365 is your personal Office and more. It lets you work from virtually anywhere on almost any device, whether
you’re online or offline. It helps you do your best work, the way you want to, wherever you are. That means more
powerful tools for creating content, better ways to work together, and easier ways to share.
SharePoint_Adoption_Guide.docx—SharePoint 2013 Adoption Guide
Adoption of new technologies at work, like SharePoint, won’t happen all at once. In this paper, learn how to craft an
effective plan, aligned with business goals, that will demonstrate how SharePoint will benefit business people personally,
how it will make their job easier, and how it will address the pain points they experience at work.
SharePointAdoptionKit.zip
The adoption kit contains resources to help you drive adoption as explained in the adoption guide, featuring a use case
catalog, videos & how to guides, posters, and email templates.
@heddanewman
contentpanda.com
SharePoint Adoption Checklist
Outline your vision
Get executive support
Pinpoint qualified business cases
Release functionality in phases
Identify your champions
Planned communication
Create a training plan for users
Implement a support plan
Generate excitement with incentives and rewards
Measurement & Hurrahs!
@heddanewman
contentpanda.com
Research shows that (52%) of
organization users are introduced
to SharePoint without any
training or communication plan
to drive internal adoption.
Visualize your Vehicle
@heddanewman
contentpanda.com
Adoption Campaigns
Vision
Objectives/Goals
Executive Sponsors
Champions
Theme
Communication Vehicles
Roll Out
Gamification
Metrics
@heddanewman
contentpanda.com
Outline Your Vision
Why SharePoint? What is your vision?
It’s All About Value
@heddanewman
contentpanda.com
Executive Support
Get Sponsored
“Before you roll out SharePoint…”
@heddanewman
contentpanda.com
Pinpoint Qualified
Business Use Cases
“Use Case” Driven - Look to the Business
• Sales and Marketing
• R&D, Production and Operations
• Finance and Accounting
• Information Technology
• HR and Internal Communications
• Legal & Compliance
@heddanewman
contentpanda.com
Release Functionality
in Phases
Case Study: Business Use Case Focused

•

•
•

Exposed
in SharePoint
search
TransformActive
from Directory
a siloed todata
a connected
business
Slight
userdiscovery
interface of
customization
to out of box
Optimize
roles and expertise
search
Enable knowledge sharing by breaking down
Executive
communication
to entire
org
geographic
and organizational
boundaries
Results: Company wide adoption of SharePoint
@heddanewman
contentpanda.com
Identify Your Champions
Champions Rock Your
Project
Top down and bottom up – gotta
have both
The most excited
The biggest critic
@heddanewman
contentpanda.com
Plan Communications
Develop Your
communication plan
• Bill of materials
• Executive announcements
• Who is your target
audience
@heddanewman
contentpanda.com
Create a Training Plan
What’s in your
Training Toolbox?
Look to Training
Partners
@heddanewman
contentpanda.com
Expert Opinions &
Guidance
There is great information out in the
world that exists through IT Unity.com
and Microsoft MVP or influencers
websites. They have been working on
user adoption a long time and their
best practices are excellent.
@heddanewman
contentpanda.com
Documentation
FAQ or How-to portal
complete with guides and
videos
Checklists
Knowledge Base
Books
@heddanewman
contentpanda.com
Implement a Support Plan
Training & Support - Then
@heddanewman
contentpanda.com
Training & Support - Now
Video Services
Generate Excitement with Incentives and Rewards
Gamification
Make it fun (buck the company
culture)
Use an online scavenger hunt as a fun
way to encourage usage
Provide recognition for content
contribution or usage
@heddanewman
contentpanda.com
Measure Success
and Expand
Broaden Engagement
Create Surveys
Listen to Issues and Pivot on
Them
@heddanewman
contentpanda.com
Thank you for your time!
Simeon Cathey
Heather Newman
CEO, Content Panda
CMO, Content Panda
Simeon.cathey@contentpanda.com
Heather.newman@contentpanda.com
425.269.8637 @simeoncathey
206.234.4337 @heddanewman
Join us right after the event at the Tied House Cafe
& Brewery! Socialize and unwind after our day of
learning.
954 Villa St
Mountain View, CA 94041
Resources
Discover SharePoint: http://DiscoverSharePoint.com.
AIIM Industry Watch Feb 2015: http://info.aiim.org/digital-landfill/sharepoint-lover-partner-skeptic-20-datapoints-you-need-to-know
Microsoft Empower Video: http://www.microsoft.com/en-us/empowering/#~pdJgC8ImFyMcQZ
Combined Knowledge: http://www.combined-knowledge.com/
Two Great Yammer Communities:
Https://yammer.com/itpronetwork
Https://yammer.com/spyam
Heather’s Marketing Blog: www.creativemaven.com
In-context help and
training app for
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