Movin’ On Up – A SharePoint 2013 Migration Case Study Collections

More and more companies are migrating to SharePoint 2013 to avail a set of advanced features. Microsoft has also made it easier for enterprises to migrate to the latest version of the content management system without putting any extra effort. It also offers several strategies to make it easier for companies to migrate to SharePoint 2013, including in-place upgrade, database attach, and hybrid approaches. However, many companies are still skeptical about the effectiveness of the new technology. If you are still not sure about migrating to the latest version of SharePoint, it is time to know about some of the companies who availed many benefits by migrating to the new platform.

Case Study I: Most enterprises find it a daunting challenge to access and manage content and information stores in many databases. Further, the amount of data will vary according to the size and nature of business. Similar problem was being faced by a Paris-based company managing popular civil air ports. The organization was struggling to optimize its existing content management system by aggregating and optimizing 2 TB of data stores in over 70 databases.

At the same time, the company was also looking for efficient options to make the data searchable for all its employees and clients. As the organization was already using SharePoint 2010, it decided to migrate to the latest version of the platform to avail advanced search features. The tech lead of the migration project mentioned that the migration process was fast and smooth due to the SharePoint 2013 Community Site.

Case Study II: Most companies also look for more cost-efficient ways to store, manage and access the data stored across different databases. Further, an organization uses several databases to store information based on their category. An UK based company recently evaluated the advanced content management system to consolidate its data stored on over 80 databases into a single repository.

The single repository will make the information accessible to employees, vendors and clients without increasing operational expenses. The management opts for SharePoint 2013 to consolidate data along with sharing the data collaboratively. The organization has to still invest some additional funds to migrate to SharePoint 2013. But the investment made it easier for the organizations to deploy a series of SharePoint portals to make the data accessible to all concerned parties.

Case Study III: A constant increase is noted in the number of organizations adopting Cloud computing. The innovative and new way to store, manage and access data is also popular due to its effectiveness in making the content accessible to users on the go. But most companies find it difficult to transfer the huge volume of data available for public consumption into Cloud environment.

Recently, a popular car manufacturer migrated to SharePoint 2013 to make the huge volume of information and content available in Cloud environment. In addition to making the data accessible to concerned parties, SharePoint 2013 further made it easier for the company to administer and maintain the data without deploying dedicated IT staff. Further, the migration enabled it to customize its portal by targeting all types of users without putting any extra effort and funds.

Case Study IV: The rapid expansion of a business also makes it essential for it to migrate to an advanced content management system. A large financial corporation based in Virginia realized the problem when it started providing services to clients located in other regions. As the company was formed with the intention of providing local banking services to the Virginia community, initially it did not feel the need for an advanced content management system.

But consistent growth made it a daunting task for the organization to choose an information system that complements its extended operations and needs. The financial organization opted for SharePoint 2013 after evaluating several technologies and solutions. The latest version of SharePoint made it easier for the company to build a social intranet solution to meet its diverse needs. Also, the SharePoint training provided to its employees ensured that its core business is carried out more efficiently.

As SharePoint 2013 can be used for a number of purposes, a business can always customize the platform according to its specific needs. Microsoft further allows enterprises to pick from a number of SharePoint site migration options according to its specific needs and budget.

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Don't Forget User Training when Migrating to SharePoint 2013

Many reports have highlighted how an enterprise can avail several benefits by migrating to SharePoint 2013. But Microsoft has made the technology by combining a variety of collaboration and content management capabilities. At the same time, each enterprise must customize SharePoint solution according to its specific needs and objectives. That is why; it become essential for an organization to make and implement a comprehensive migration plan to take full advantage of the innovative technology.

In comparison to other elements of the migration plan, it is important to concentrate on providing adequate and relevant training to business users. The training will make it easier for managers and SharePoint administrators to optimize the business processes by availing the new features. Also, the training will help enterprises in adopting the latest version of SharePoint within a reduced span of time. An organization has several options to manage the training process. However, the plan must consider a set of key factors to make the training program more beneficial and effective.

Key Elements of an Effective SharePoint 2013 Training Program

Test SharePoint 2013 in an Isolated Environment: Before providing SharePoint 2013 education to your staff, it is important to ensure that it is effective in meeting your needs. Before making the training program, you must check the technology in an isolated environment by concentrating on a set of significant factors. Along with using the new features and checking their relevancy for your employees, you also need to ensure that environment is 100% stable and reliable. The environment can also be tested several times till you are sure about its reliability and importance. You can even get the environment tested by your experts and consultants. Once you have created the perfect environment, it is time to make a training program for end users.

Training Requirements: The SharePoint 2013 training needs will vary from one organization to another. If an organization has already deployed SharePoint 2010 or any other previous release its employees will not require comprehensive education. As the end users are familiar with features like document libraries, established site collections, and information lists, they need not be trained from the scratch. On the other hand, the end users need comprehensive education, when the organization switches to SharePoint 2013 from some other content management system. So an organization must identify the training requirements before making the training program. SharePoint CMS customization enables organisations to reap maximum benefits for organization.

Option to Perform Advanced Functions: SharePoint 2013 enables end users to perform a set of advanced functions. So the organization has to decide whether it wants the end users to perform additional functions by learning specific features. For instance, the end users must learn how to build and administer team sites, or modify their SharePoint profiles to perform customized administration functions. Microsoft has further made several changes to the user interface along with including new features to help users in creating sites and modify profiles. Also, the users must be provided with customized training to optimize the performance of their sites by using lightweight apps.

Using the Online Version: Microsoft further allows enterprises to migrate to the online version of SharePoint 2013 along with Office 365. But an organization must focus on many factors while navigating to an online environment. As the Office 265 is designed as a multi-purpose interface, the end users must learn its key features and functionality. At the same time, the users must learn how to access the options related to SharePoint after logging into the Office 365 portal. The training will make it easier for them to avail the full advantage of a unified communication system. Therefore, an organization has to implement a different training program to migrate to the online version of technology smoothly.

The training program must decide a timeline to enable each user for using the new technology. Many experts also recommend enterprises to make a comprehensive training program for SharePoint 2013 and Office 2013. The mixed training environment will make it easier for end-users to integrate the applications they use on a regular basis.

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How to Establish Efficient Workflows Using SharePoint?

SharePoint, as one of the most popular and preferred web application development platforms, is used by enterprises for a number of purposes. The latest version of this platform, that is, SharePoint2013 has a lot of benefits, out of which, establishing efficient workflows is definitely one.

Before we go into the discussion about how SharePoint portal development helps in accomplishment of tasks or in faster production of outcome, it is necessary to understand the concept in the very first place.

What Do Workflows Mean?

With respect to the SharePoint products and technologies, workflow comes up as an automated movement of items as well as documents through a sequence of tasks related to the business processes. Now, the movement can be employed to manage the business processes well within an organization by allowing the organizations to logically treat the items or documents in a SP list or library. Business logic, on the other hand, comprises instructions that denote the actions while also controlling those actions that happen to a document or item.

Establishing Efficient System with SharePoint 2013

It is quite understandable by now that workflows have got a lot to do with the smooth flow of information. Organizations increasingly feel the need to communicate the right message to the right people at the right time. The establishment of efficient workflows with SharePoint 2013 begins with an automation along with management of the human workflow by means of using SP workflow tools. These tools automate the process to improve both individual as well as enterprise productivity.

Workflow Structure and Features

Workflow consists of the following components:

• Events, more specifically, initiating events, as essential components, enable the movement to do something. Once the workflow is initiated, users can be given a form to gather data while eventually carrying out the workflow.

• Then we have the steps, which consist of one or more actions and conditions and are considered the primary means of organization and structure within workflow.

• Conditions form another essential part of the particular manner in which the automated movement carries out the processing of information.

• After steps and conditions come the Actions, which can actually signify anything starting from working with items associated with the workflow to updating a data repository or sending email to some participant.

Steps Involved in Establishing Efficient Workflows

Using and establishing workflows with effectiveness must go through certain steps. Here is an overview of the process:

Addition to a Library, List or Content Type

Adding the automated movement to a list, library or content type ensures that it is made available for the items or documents in a specified location. One must have the permission to manage lists for the desired addition. In most instances, it is the site administrators that perform the task.

Beginning Workflows on Documents

Following an addition of the automated movement, it needs to be started on an item or document. The type of the automated movement needs to be selected and a form has to be filled out with the information that is required by the same. Customization of the same is also facilitated depending upon the way it was configured and designed.

Modification of Workflow in Progress

Changes to the automated movement can be made to alter the way it behaves. Modification is facilitated and this further paves the way for the efficient establishment of the movement.

Completing the Tasks

Any event that necessitates human interaction is represented by a certain task and in SharePoint, this task can be completed by the participants directly or by means of a client program, which is a part of the 2007 Office release.

Tracking the Workflow Status

The owners as well as the participants of the movement can track the progress of the same. This can be done by means of checking the status page, associated with the workflow.

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Why the Term Governance for SharePoint is Overhyped

A prevalent belief is that so far as SharePoint is concerned, the term governance is very much hyped and hence, we tend to talk more about the concept of governance rather that the solutions essential to do away with the problems it is entitled to deal with. Before discussing further on this matter, let us have a look at what governance means. When it comes to a non-profit organization or a business, governance implies cohesive policies, consistent management, decision-rights, processes and guidance with respect to a particular area of responsibility. The term is not related only to SharePoint, but organizations should think about it irrespective of the technology platform used. Instead of talking about the necessity for proper governance, it is more important to deal with the actual day-to-day challenges faced by the organizations while managing or organizing their information.

Solutions are more significant than the concepts

Very often, SharePoint is what we call as a grassroots implementation. Basic installation of SharePoint can be conveniently done, making the platform available to departments or teams for organization or collaboration around a particular information set. Once everybody gets started, each group tends to utilize it differently or use various methods for information organization and share. Sites often tend to grow out of control, a phenomenon referred to as “SharePoint sprawl.”

The question that arises is why a grassroots implementation should be stopped if it allows more effective collaboration. It is by no means the optimal solution to any SP implementation. But in case some groups are allowed to use it, they understand the value and render increased support to the platform. Now, the best information architecture needs to be considered depending upon the requirements of those already utilizing it. You can take into account proper site planning, user training, data security and gradually shift the current users towards a proper SharePoint development model.

The rapid changes taking place within organizations make the job of a SharePoint admin difficult, because the person always has to be proactive in order to adapt to the environmental alterations quickly. At this point, procedures and policies become essential.

Presently, organizations take the advantage of a number of tools and technologies along with file sharing sites such as SkyDrive, DropBox, Amazon or Google Drive. Herein, they come across convenient means to share documents as well as carry them wherever they go. The biggest SharePoint administration challenge is- How can you guarantee that only the appropriate people have access to it?

The meaning of governance is different to different people

One of the complications that lies with talking about governance is the fact that the concept is as such loose which implies that its meaning might vary from people to people. In case you are sitting within a room and are going around a table for getting a comprehensive overview of the challenges faced by organizations in management of their information, you will most certainly not find someone saying that they are in need of proper governance. It might mean a lot, including policies related to the creation and archiving of SharePoint sites, ways in which taxonomies are developed as well as maintained or procedures that guarantee correctness of permissions.

The truth is that it implies all of the above and more. Rather than trying to deal with the real meaning of the concept of governance for an organization, it is more important to comprehend the manner in which the organization works and then discuss the problems faced by them in dealing with SharePoint as well as information in general. It is advisable to put forward certain solutions to cope up with the problems, be it better procedures and policies or any kind of supporting technology.

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