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Real World Case Study KM Summer Institute June 12-16 2006 Rano Joshi, Vorsite Part 3: Case Study Microsoft Sharepoint Server What We Will Cover SharePoint Overview The Real World Business Problem The SharePoint Based Solution to the Problem IA Through Navigation Document Types

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Real World Case Study

KM Summer Institute

June 12-16 2006

Rano Joshi, Vorsite


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Part 3: Case Study

Microsoft Sharepoint Server


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What We Will Cover

  • SharePoint Overview

  • The Real World Business Problem

  • The SharePoint Based Solution to the Problem

    • IA Through Navigation

    • Document Types

    • Keywords

    • Thesaurus

  • What’s New and Improved in SharePoint 2007

KM Summer Institute


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SharePoint Overview: What is It?

  • Collaboration and Portal technology from Microsoft

  • .Net based

  • Web based UI

  • Flexible and easily configurable

KM Summer Institute


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SharePoint Overview: What is It For?

  • Increase business productivity

  • Enable collaboration across teams

  • Content storage

  • Enterprise search

  • Desktop integration

  • Single access to multiple data sources

KM Summer Institute


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SharePoint Overview: Key Features

  • Collaboration sites

  • Reusable Web Parts

  • ‘My Site’

  • People finder

  • Enterprise Search

  • Document Approval

KM Summer Institute


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Case Study:Company Profile

  • Full Service Advertising Firm

  • Over 800 Employees

  • 3 remote locations

  • Extranet for clients, partners

KM Summer Institute


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Case Study:The Business Challenge

  • Currently use traditional tools for information management: file shares, Exchange for Email, etc.

  • Need to get more efficient to work together better, and serve clients with higher degree of quality

KM Summer Institute


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Tools to Work With:Organizational Chart

KM Summer Institute


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Tools to Work With:Metadata Model

KM Summer Institute


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The SharePoint Solution:Turning Theory into Practice

  • SharePoint offers many opportunities to implement taxonomy

  • 4 key areas included in this project

    • Navigation – Organizational Taxonomy

    • Document Libraries

    • Keywords

    • Thesaurus

  • Could also have used personalization via audiences for content targeting

KM Summer Institute


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The SharePoint Solution:Information Architecture in Navigation

  • Use the org chart to drive the site definition

  • Organizational taxonomy

    • Account Service

      • Client Teams

    • Accounting

    • Creative

      • Broadcast Production

      • Creative Services

      • Design

      • Print Production

KM Summer Institute


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Demo

KM Summer Institute


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The SharePoint Solution:Document Libraries (Metadata)

  • Use metadata model to define document profiles in the document library

  • Metatada is represented as ‘columns’ in SharePoint

KM Summer Institute


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Demo

KM Summer Institute


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The SharePoint Solution:Keywords (Metadata)

  • Keywords are essentially metadata on web sites

  • Can implement synonyms for keywords

KM Summer Institute


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Demo

KM Summer Institute


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The SharePoint Solution:Thesaurus (Metadata)

  • Can use thesaurus files for query expansion

  • Apply synonyms to search queries

KM Summer Institute


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Demo

KM Summer Institute


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Other Types of Information Objects

  • Discussions

  • Lists

  • Forms

  • Images

  • People?

    • Knowledge is not only contained in content

    • People have a schema!

KM Summer Institute


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People Have a Schema

  • Metadata on people

  • Can be modified and/or pulled from Active Directory

KM Summer Institute


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Demo

KM Summer Institute


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SharePoint 2007 Enhancements

  • Reusable Content Types

  • Search Log Analysis

  • Knowledge Network

  • Search unstructured data as well as structured data

  • Increase the importance of metadata – right in the authoring application!

KM Summer Institute


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SharePoint 2007 Enhancements

  • Reusable Content Types

KM Summer Institute


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SharePoint 2007 Enhancements

  • Search Log Analysis

KM Summer Institute


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SharePoint 2007 Enhancements

  • Knowledge Network

KM Summer Institute


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SharePoint 2007 Enhancements

  • Search unstructured data as well as structured data

KM Summer Institute


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SharePoint 2007 Enhancements

  • Increase the importance of metadata – right in the authoring application!

KM Summer Institute


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Case Study Conclusion

  • SharePoint is an excellent tool for solving a variety of business problems

  • Advertising agency needed to increase efficiency by becoming more organized and implementing a system to provide this organization

  • Chose SharePoint and specifically 4 features to implement taxonomies for organization

    • Navigation

    • Document Libraries

    • Key Words for Search

    • Thesaurus Files

  • Office and SharePoint 2007 build on the theme

KM Summer Institute


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