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 Give a Little, Get a Lot: Use Plan B
 http://www.infogovcon.com/connect/blog/entry/give-a-little-get-a-lot-use-plan-b
 Personal Blog
 http://spmindmelt.focalpointsolutions.co
 Information Governance Blog
 http://www.infogovcon.com/connect/blog
 Christian Buckley
 http://www.buckleyplanet.com/
 Governance Template
 http://spmindmelt.focalpointsolutions.co/?p=133
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 What is Governance and Where Does it Start?
 O365 Differences & Impacts
 Areas of Governance
 Governance Team
 OneDrive & Yammer
 Don’t Forget The Devs
 Best Practices
 Governance Tools
 Thank You!
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The IS…
 Set of policies, roles, responsibilities, and processes that control how an organization works together to achieve their goals.
 An active people and business oriented process
 An interactive model to solve problems
 A tool that ensures business value and continuous improvement!!!
The Is Not…
 Large binders of complicated policies, procedures, and standards
 Technology specific
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 All starts with YOU!
 Plus a little thing I like to call the answer to all governance roadblocks or better known as the FREE governance template.
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 Blogging
 Community Management
 Customizations
 Delivering Content
 Content Management
 Archiving
 Site Creations
 Templates
 Quotas
 Wiki
 MySites
 Site Audits
 Naming Conventions
 Permissions
 Taxonomy & Suggestions
 Compliance
 Reporting
 Site vs. Sub-site
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 Is Governance Technology Specific?
 Can Technology Choices Drive Governance?
 True or False: If you aren’t focusing on or addressing problems within the business, you will end up in the weeds.
 Do you think SharePoint, Yammer & OneDrive really need governance?
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 Center of Excellence (Non-IT Individuals)
 Executive Involvement
 Ongoing End User Interaction
 Reporting & Auditing
 Agile Development
 Revisit
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 In some ways, it simplifies Governance
 SharePoint and Exchange are primarily affected
 Biggest impact of 365 has is on sizing limits
 Data sprawl must be watched more carefully in Office365 to avoid hitting capacity limits!
Feature
Storage (pooled)
Specifications
10 GB per user
500 MB per enterprise user
5 TB per Company
Site collection storage quotas
100 GB
My Site storage allocation 500 MB
Site collections per tenant 300
Mailbox Size 25 gig
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Strategy Team
 Consists of business owners who provide insight and direction to drive strategic initiatives.
 NO CHANGE!
Tactical Team
 Consists of 3 sub-teams that support the directives of the Strategy team.
 Operations
 Support
 Developers
 Want to take a Guess?
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Operations Team
• Help Enforce Governance Plan
• Manage Routine Maintenance
Tasks:
• Nightly Backups
• Usage Monitoring & Analysis
• Scheduled Task Validation
• Security Release & System Upgrades
Support Team
• Create Support System with
SLA’s
• Respond to questions, bugs and other issue resolution
• Provide typical SharePoint
Admin roles such as:
• Site Provisioning
• Security Permissions for users and groups
Development Team
• New features and program management while adhering to standards.
• Develop customized & personalized solutions for departments & division sites
Whose job will be changing the most?
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Operations Team
• Help Enforce Governance Plan
• Manage Routine Maintenance
Tasks:
• Nightly Backups*
• Usage Monitoring & Analysis
• Scheduled Task Validation
• Security Release & System
Upgrades*
• Oracle & DBA Role will be eliminated…*
• Active Directory Role could change
(Ping Identity, FBA, etc.)*
• No Equipment to Support*
Support Team
• Create Support System with SLA’s*
• Respond to questions, bugs and other issue resolution
• Provide typical SharePoint
Admin roles such as:
• Site Provisioning
• Security Permissions for users and groups
Development Team
• New features and program management while adhering to standards.
• Develop customized & personalized solutions for departments & division sites.
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 Sync & Share documents
 Collaborate on document security with individuals inside and outside the company
 Access content and information anywhere and from almost any device
 Control content life cycle and versioning
 Manage access permissions
 Access with native mobile client apps for windows 8 and IOS.
 3rd party company (concept searching) to manage – could solve compliance and governance issues with OneDrive
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If you don’t have a tool to utilize or a GOVERNANCE document to assist in managing OneDrive the next horror movie could be in the making!
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What it Does Well
 Provides enterprises to become more social very rapidly
 Enables easy access to groups and feeds
 Provides easy access across different devices and browsers
 Offers easy-to-use administration tools
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 Establish Policies and Procedures
 Prior to releasing
 Full disclosure on how it works
 What happens when you leave the company?
 Engage an Influencer
 Build relationships
 Design External usage policy
 Reference your NDA
 Require Users to Sign
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 Code Review
 Source Control
 Approved Developer Tools
 Deployment Process
 Load Balancing
 Validation
 Sensitive Data
 Security Review
 SharePoint Apps
 Documentation
 3rd Party Tools
 Development Environments
 Handling Exceptions
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 Determine the companies initial principles and goals
 Update Yearly
 Classify Your Business Information
 Ongoing
 Develop an Education Strategy & Update Accordingly
 Develop a Company Roadmap
 Develop a Company Taxonomy
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 Wiki… AKA… Knowledge Base… aka “the kb”!!
 Searchable
 Automate
 Linkable
 Auditing
 Quarterly, monthly, etc.
 Split responsibility so it is not overwhelming for 1 or 2 Individuals
 Use 3rd party tool
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 Governance toolkit for Office 365
 Exchange
 Sharepoint
 Office 365 Settings
 Lync
 21 Apps
 Governance as a Service
 Rebooted SharePoint & Office 365 Governance
 AvePoint Governance
 Metalogix
 Many Many More that are here at InfoGov!!
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 Load balancing
 Validation
 Sensitive data
 How to handle exceptions
 Security review
 SharePoint apps
 DOCUMENTATION
•
DESIGN STANDARDS
•
DEVELOPMENT STANDARDS
•
QUALITY ASSURANCE
•
DEPLOYMENT STANDARDS
•
PROJECT MANAGEMENT
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Session 2:15 – 3:15 (Room 4)
User Profiles: I Didn’t Know I Could Do That!
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250 North Trade Street
Matthews, NC 28105
st
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@sldeere www.linkedin.com/in/stacydeere https://www.facebook.com/focalpointsolutions.co
sdeere@focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co
COMPANY
: http://focalpointsolutions.co
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