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CLM Matrix - Contract Lifecycle Management Using Microsoft SharePoint 2007


23-Jun-09 4:00 AM  CST  

Defining a SharePoint Solution Roadmap 

 

PDF Download the full version of this article here: Developing a SharePoint Roadmap
 

When considering a Microsoft Office SharePoint Server 2007 solution, there are six major knowledge areas to explore. These SharePoint solution components should be considered when defining the SharePoint Roadmap. The feature areas are as follows:

  • Collaboration - Creating an envi­ronment that allows teams to work together by providing an intuitive, flexible, and secure capability for sharing information.
  • Portal - Delivering the capabilities to personalize the user experience of an enterprise website by provid­ing individuality, security, and social networking capabilities.
  • Enterprise Search - Locating rel­evant data and content distributed across a wide range of sites, docu­ment libraries, business application data repositories, and other sources. Enterprise search also supports the location of appropriate resources to address specific questions.
  • Content Management - Creation, review, and management of con­tent, regardless of the format of the content. Content management can include document management, records management, and Web con­tent management.
  • Business Forms and Integration - Creation and implementation of forms that enable efficient busi­ness operations through the use of business process workflows. The forms are delivered via standard Web browsers and can be extended via the integration with databases and third party applications.
  • Business Intelligence - Delivery of business critical information using a wide range of solutions, including server based Excel spreadsheets, SQL Reporting and KPI tools, to assist in the decision making process.

Building the SharePoint Roadmap

Building a successful roadmap involves three areas: People, Process, and Technology. Business processes repre­sent the way we capture information, organize and store the information, and, ultimately, use the information in our decision processes. The technology functions include all system compo­nents that make up the SharePoint solution. However, even the best tech­nologies and logical business processes will fail if the user community does not readily adopt them.

The SharePoint Roadmap helps set a vision for a SharePoint project and de­fines how that vision will be achieved. The goals of the roadmap are to help the business users understand their needs and how SharePoint will help achieve their goals. In developing the Roadmap, a number of topics are ad­dressed

SharePoint vision: Work with senior managers to align the SharePoint vision with business goals.

• Governance: What is needed to allow all departments or parties to help define and implement the SharePoint system?

• Determine desired features: What functionality is needed?

• Prioritize features: Determine the complexity and importance of each feature.

• Technology gap analysis: Understand and document what technologies are needed for the overall solution.

• Roadmap: Define in text and chart format what will happen over the next 18-24 months.

SharePoint Roadmap Benefits

The intent of the SharePoint Roadmap is to define a SharePoint vision aligned with business goals and then create a structured approach to building a SharePoint solution that meets those business needs. The SharePoint road­map provides the following benefits:

  • Aligns your SharePoint solution to the business needs and strategy.
  • Defines governance with input from multiple organizations.
  • Leverages your company's users to define the most important Share­Point applications and features.
  • Defines what technology is needed (and when) in order to make the SharePoint deployment a success.
  • Helps ensure your SharePoint and integration projects are on track to achieve technical and business objectives.

At the conclusion of the Roadmap development, your organization will be able to develop a plan for a successful SharePoint implementation. This plan will help your organization:

  1. Gain a better understanding of the business background and expand your knowledge of the business and user requirements necessary to com­plete this project.
  2. Define the functional, content, and management needs of the Share­Point solution to drive future phases of development.
  3. Map the business requirements to the SharePoint architecture being developed to assess what compo­nents can be leveraged in this initia­tive and what gaps still exist.
  4. Create an implementation roadmap that maps the user requirements to phases of the project and defines the phase timelines and deliverables. This roadmap will also be used to estimate the remaining phases of the project.

Developing a SharePoint Roadmap will ensure that your organization will be able to align the business goals with the capabilities provided by SharePoint. Engaging the business to define the desired functionality of the SharePoint solution is the one key activity to a suc­cessful implementation.

Agree? Disagree?

Have your own roadmap? Share your thoughts and opinions at the blog for Infonomics, Information at Work.
 

Alan Weintraub is a Principal, ECM Solutions, for Perficient. Alan has extensive experience in all phases of Enterprise Content Management solu­tion implementations. He has worked as a Research Director at Gartner, focusing on the Content and Document Management markets and a consultant where he designed and implemented document management systems. Prior to his consulting experience Alan engaged in technol­ogy management for major pharmaceutical companies. He has over twenty five years of experience in the information systems profession.

 

About CLM Matrix


CLM Matrix is the market leader in Contract Lifecycle Management (CLM) software solutions on Microsoft Office and SharePoint technology platforms. Our solution extends the functionality of traditional contract management software by adding features such as:

· Rule-based document creation

· Clause libraries

· Policy-based approval workflow

· Automated reminders and alerts

· Real time user defined reporting

· Integration with legacy enterprise software

· Contract compliance tracking

· Multi-language capabilities

· Support for global environments

· Fully configurable to specific process and document types without code (wizard driven)

 

©2009 CLM Matrix, LLC. All rights reserved.
CLM Matrix makes no warranties, expressed or impolied, in this summary.
CLM Matrix is a registered trademark of C-Lutions, LLC.
Other product names may be trademarks of their respective companies.
 

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For additional information on this Member News article, please contact:

Darrin Poole
(713) 849-0501

Source: Alan Weintraub
http://www.perficient.com

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