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Intelligent Site Request Automation

Michael Blumenthal, Sr. Consultant at Magenic with over 16 years in IT consulting, offers insights into effectively managing SharePoint site requests. With a high demand for new sites from emerging teams and projects, it’s crucial to empower users while maintaining governance. This guide outlines a structured process to identify business and technical requirements, the roles and responsibilities of requestors, approvers, and site owners, and key aspects to consider in user experience and workflow tools. Achieve the right balance for sustainable governance and self-service.

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Intelligent Site Request Automation

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  1. Intelligent Site Request Automation Michael Blumenthal Magenic Technologies MichaelBl@Magenic.com

  2. Who is Michael Blumenthal? • Sr. Consultant @ Magenic (MSFT Gold Partner) • 16+ years in IT Consulting • 9 years working with SharePoint • MCITP: SharePoint 2010; MCTS: WSS Dev • MCTS: MOSS Config & MCTS: WSS Config • MCAD, MCSE, MCDBA, CAPM, INETA Champ

  3. You have a very high demand for new SharePoint sites. New teams and projects starting daily!

  4. Conflict Self-Service vs. Governance

  5. Not Good Enough!

  6. You want a process that empowers the users while providing control.

  7. How do you build it?

  8. Identify your Business Requirements. Business + Technical + Example

  9. There are three major roles. Business + Technical + Example People + Data + Flow

  10. Identify Requestor Requirements. Business + Technical + Example People + Data + Flow Requestor Approver Owner

  11. Identify the approvers. Business + Technical + Example People + Data + Flow RequestorApprover Owner

  12. Identify the site owners. Business + Technical + Example People + Data + Flow Requestor Approver Owner

  13. What site metadata do you need? Business+ Technical + Example People + Data + Flow

  14. What’s the flow? Business+ Technical + Example People + Data + Flow

  15. How many Decisions per Step? Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  16. Who’s Next? Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  17. People vs. Roles Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  18. Draw it out Business+ Technical + Example People + Data + Flow Decisions Next Roles Draw

  19. Identify your Technical Requirements. Business + Technical+ Example

  20. Tradeoffs: Cost vs Built In Tools Business + Technical+ Example Tools + UX EditionTradeoffs, Choices

  21. Picking your workflow tools. Business + Technical+ Example Tools + UX Edition Tradeoffs, Choices

  22. Understand the User Experience Business + Technical+ Example Tools + UX

  23. Workflow isn’t just in a web browser. Business + Technical+ Example Licensing+ UX WF Alerts Bv.B

  24. Using Alerts has implications. Business + Technical+ Example Licensing+ UX WF AlertsBv.B

  25. Buy, Build, or mix? Business + Technical+ Example Licensing+ UX WF Alerts Bv.B

  26. Put it all together! Business + Technical+ Example

  27. One of my clients needed a Site Provisioning Solution. Business + Technical+ Example Reqs + Screens + Inside

  28. People Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  29. Data Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  30. Flow Business + Technical+ Example Reqs + Screens + Inside People + Data + Flow

  31. 1 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  32. 2 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  33. 3 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  34. 4 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  35. 5 of 6 (top) Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  36. 5 of 6 (bottom) Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  37. 6 of 6 Business + Technical+ Example Reqs+ Screens + Inside . . . . . .

  38. Conflict Self-Service vs. Governance

  39. You want a process that empowers the users while providing control.

  40. Resources BlumenthalIT.Net, MichaelBL@Magenic.com, @MichaelBL Magenic.com CSPUG.ORG, SharePointSaturday.Org/Chicago Msdn.microsoft.com Blogs.msdn.com SharePointReviews.com K2.com, Nintex.com

  41. Enterprise SP Development Experts • SDPS Program Member Numerous Microsoft Competencies, including: PS: We’re hiring!

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