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July 25
Migration to 2010

As some of you might have noticed my blog has been moved to SharePoint 2010.  Since I was on a shared WSS server it was more of a manual migration that a true production environment.  One invaluable tool was pointed out to me by @SharePointKris and that was Windows Live Writer.

This tool allowed me to pull up my posts in my old blog, reset the publish dates & categories and simply repost them to the new.  Doing this by hand for each of my posts would have been needlessly time consuming so I’m grateful for the tip!

My other list and libraries had no problems in their migration with the help of MS Access.  Just don’t “publish” the changes.  As soon as you copy in some information it is synchronized with your server.  Let’s hope I can keep that mojo as the team does the same work for my employer! 

I’m happy to be running the technology that we are all excited about and utilize its new features in my day to day work out here.  In an effort to just get up and running some of my design has not been transferred.  Working with the new master page will be my next weekend job!

Onward & upward!

May 19
Digital Asset Management in NYC
I'm here in New York attending the Digital Asset Management Conference put on by Henry Stewart.  I'll be giving a brief talk on SharePoint for DAM but I'm most interested to hear what my colleagues are doing in this difficult and ever changing area.
 
When I think about DAM for my organization here are the top points that come to my mind:
 
1.  Digital Asset Management is not Digital Rights Management:  Knowing where your assets are is not the same thing as controlling who has access to use and reproduce them.  Segment your business practices accordingly.
 
2.  Realize that DAM is a portion of a larger ECM Strategy:  Enterprise content management existed long before the explosion of visual assets like video and images in our organizations.  Try not to reinvent the wheel but incorporate DAM specific needs into your existing (or soon to be created!) ECM strategy.
 
3.  SharePoint was not considered a major player in this space: In versions of SharePoint prior to 2010 there were limitations that required some engineering to overcome when architecting DAM solutions.  Some issues, specifically limited Mac support were deal breakers.  No more.  With the advent of SharePoint 2010 these issues such as global metadata, automatic thumbnails and Mac support have been addressed. 
 
4.  Distinguish between complete assets and Work in Progress (WIP).  For the purposes of a successful DAM implementation I continue to think its important to separate final vs WIP digital assets.  The workflow needs surrounding WIP are more complex and require more skillful implementations that might be ambitious for your organization.  However, most organizations can handle the requirements of securing, tagging and delivering final assets to the work groups that require access. 
 
5. Do not skimp on hardware.  No matter which DAM solution you implement in your environment do not skimp on the hardware requirements.  Digital assets take up space and space can be cheap.  What isn't cheap is the processing power required to tag, search and deliver those assets in a user friendly manner.  Take a note from your consultants or vendors and get or exceed their hardware requirements.
 
I'm sure I will learn more interesting tidbits at this conference that I can apply to my SharePoint 2010 DAM initiative back home.  I'll share them with you as they come!
 
For those of you on Twitter you can follow conference chatter at the #dam hashtag.  You'll just have to filter out some of the non-related posts that you can image attach themselves to this tag!
May 13
BI & Social Networking TweetJam
Today I'm participating in a TweetJam hosted by Forrester on the issue of BI & social networking as well as other topics.  With the advent of so many social networking and BI features available to us in the SharePoint world it becomes important to understand the business reasons for pursuing either objective. 

The group collectively feels that the term "Business Intelligence" is overused and under defined.  I agree.  As technologists we must

@neilraden Folks, BI was invented for Finance and Mktg to understand results. Everything else is add-on
jameskobielus @NeilRaden
#dmjam
No it wasn't. BI is many segments that, like federated tribes fabricating a common ancestry, emerged from many origins

Structured vs Unstructured - Reality or Hype?

Should historical and predictive live together?

Idea of Operational Intelligence and iterative Past, present, future analytics
May 13
From the LA Launch Party: 8 Reasons to be Excited About SharePoint 2010
The fun folks at Slalom played a fun game tonight at the SharePoint Launch Party that we had at VLounge in Santa Monica, CA.  To win a prize they had the audience yell out their reasons for being excited about SharePoint 2010 and the winner was selected by applause.  The audience yelled out:
 
1.  It's new!  Everyone loves new stuff.
2.  No more single point of failure
3.  Millions of items in list
4.  ** Edited by Good Taste Police **
5.  Great reason to have a launch party & get free food & drinks!
6.  Enhanced social computing features
7.  BCS
8.  64 bit
 
Who do you think won! 
 
Hint: It wasn't a technical reason!!! 
 
Seriously though tonight's event was great. Thank you to everyone who supported it!
 
 
May 12
Virtual Machines Ready for Download
Demo Maven Alert!  Virtual demonstration machines are available for download from Microsoft!  Now all you need is Windows Server 2008 R2 with Hyper-V role enabled and BAM you are ready.

I just love it when it feels like Christmas in the middle of summer!  Now however, I must find the time to play with them once I've completed my download!

Enjoy!



February 12
Why the SharePoint Technology Conference is a Great Event
SPTechCon has just wound up here in San Francisco and once again I'm happy that I attended.  Approximately 1000 people were registered for this event.  The smaller size allows you to have some great interactions with the MVP community and more importantly real people who are implementing solutions within their companies.
 
For me it is very important to stay tied to what is happening out in the real world vs. what various vendors and consultants might tell me.  It isn't that those vendors or consultants aren't telling me the truth - it's just that it is their job to be focused on future technology.  They have to be ready when the customer base decides it wants to implement the new options we have with SharePoint 2010.
 
What is inspiring to me is listening to all the real people who are making this investment in their careers along the Knowledge Worker path in its various permutations.  We are solving real business problems for real people and consequently having a true effect on the bottom line in business.  This is my passion and I love to see it embraced by so many other people.
 
SPTechCon is always a well run event with friendly staff and an amazing array of information.  I count my blessings that I'm involved in such a community.
 
If you are on Twitter you can search the term #SPTechCon and see the conversation.  Hop in and be a part of it!
February 02
Taxonomy Presentation in Irvine
Thank you to the enthusiastic crowd who came out for our taxonomy presentation at QuickStart in Irvine.  It is always a great event when I can learn as much as I teach. 
 
For those of you who were interested I have posted a PDF of the presentation for your review.  Remember that this presentation is geared toward implementation notes and not the theory of taxonomy.  For more detailed information on taxonomy from our presentation don't forget to visit the great guys at DocPlat.com who presented with me.
 
Taxonomy and governance are tough topics that in our current economic environment seem too difficult to address.  My contention is that to create a mature SharePoint implementation and truly gain repeatable value from it both topics must be addressed and NOW!
 
I am always interested to hear about your war stories on this, and any other issue.  Please feel free to drop me a line and let me know how your taxonomy projects are going.
January 19
News and Updates from SharePoint Strategist
2010 is starting off with a bang and plenty of opportunities to be helpful. 
 
We are all aware of the Hatian earthquake.  Dux Raymond Sy has once again put together a ShareLove campaign to raise money for aid efforts.  Check out his site to see the offer and make  $50 donation to your charity of choice.  Send the receipt to him and be entered to win good stuff.  Thanx Dux for always stepping out and doing good things!
 
And for those of you attending the SharePoint Technology Conference we'll be hosting another Charity Tweet-up on Tuesday Nite at the Knuckles Sports Bar at the conference hotel.  We'll be passing the basket for the Children's Defense Fund's California office.  Once again we can show that this SharePoint community is on fire to do good things!
 
There are lots of events going on in these first few months of the year so don't forget to check out my Speaking Engagements page.  A few upcoming highlights from that list are:
 
January 28th - SharePoint Taxonomy in Irvine
February 4th - SharePoint for DAM Webinar
SPTechCon - Presenting on BI & Media Management
 
It's an exciting year already - Hope to see you out there participating in our great community.
December 15
Happy Holidays from SharePoint Strategist!
2009 has been an amazing year of development and collaboration for me in the SharePoint community.  I'm thrilled at the technology and more importantly the people that this phase of my career has me deal with day to day.
 
I'm looking forward to 2010 being another year full of interesting changes in our industry and more great events where I constantly feel as if I've been transferred into the smart kid's class.  I love it!
 
2010 will bring great changes and additions to SharePoint Strategist and SPUGs.org.  My project list is already full and I'll be blogging even more about SharePoint, business process, project management and ECM strategy.
 
Happy Holidays to all of you and thank you for making my professional life such a fun adventure!
 
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October 26
SharePoint Conference Review: Eat Your Own Dog Food but Don't Drink the Kool Aid… Yet.

The SharePoint Conference in Las Vegas was a wonderful experience on all fronts.  I am invigorated by the community, challenged by all the new technology and slightly overwhelmed by the amount of work that is headed our direction.  There was a large focus on 2010 technology but the most relevant information for me was gleaned from conversations with other customers, architects, analysts and Microsoft staff.  I'm happy to note that in the Twitterverse the sub-title of this post was my highest re-tweet - well, next to the picture of my Twitter t-shirt which said, "What Happens in Vegas Stays on Twitter".  The sense of humor in our community is alive and well! 

 

I am pleased to say that my presentation was greeted with warm remarks by those who attended which I very much appreciated.  My focus was on the Skechers MOSS 2007 deployment and how we've leveraged & continue to build out  the BI solution stack within it. I felt a little like the salesperson selling the "old" car instead of the bright shiny new one since I was not demonstrating 2010 features.  I felt much better when a very smart attendee said, "I feel like I got a new toy at Christmas but no batteries!" in regards to seeing so much tech that we can't even test run for ourselves until November.  That feeling, though not as wittily put, was reiterated by many people who are very excited about the new features but know we have some time to wait until we can test and deploy them.

 

 If you missed my presentation you can see me at SharePoint-Unleashed in Irvine, Ca on November 3rd.  That one day SharePoint conference will provide a lot of the information we got here in Las Vegas for a reasonable price in a local location.  I'm exited to be a part of it and I will have some additional time to delve more deeply into ECM architecture and iterative deployment models.

 

In 140 character TwitterSpeak here are my post conference plans:

 

@Karuana Post Conf. Plan: Rest, Assimilate, Blog, Update Strategic Plan, Stand up Dev 2010 farm, Upgrade Enthusiasm, Share with all! #SPC09

 

If you've got a longer attention span than that - keep reading!  Here are my thoughts on my conference take-aways in no particular order:

 

2007 Technology is Still Relevant:

 

It is my belief that while we must revisit our strategic plans to prepare for the 2010 release we can not and should not abandon our users who depend on our 2007, and in some cases 2003 deployments.  We have an obligation and an opportunity to get the most out of our implementations while we prepare for the welcome relief that the SharePoint 2010, PowerPivot and Office 2010 feature upgrade will bring.

 

Time to Audit Usage, Update Strategic Plans & Budgets

 

My strategic plans, which often exist in their most updated form in my own head, need to be discussed and updated.  As a part of that it will be wise to audit usage with a eye for what can and should be upgraded and what can be migrated to a new solution built with 2010 tools from the ground up.  There will also be additional budget requirements to detail out in the areas of hardware and labor costs.

 

The SharePoint Community is My Most Powerful Tool

 

The people that I met at the SharePoint Conference are my most powerful tool in navigating the technology over the next few years.  We are facing a time where the collaborative decision making process, social networks, and business intelligence will converge in our environments.  This is a herculean task that will require a host of intelligent minds to successfully wrangle.  I met those minds in droves at the conference and will make it part of my mission to stay connected via blogging, user groups, other conferences like SharePoint-Unleashed and the SharePoint Technology Conference and Twitter.

 

Invest in My Team - Their Knowledge is My Success

 

Never has it been more obvious that people are what is driving this technology forward.  Its time to sit down and do some additional skills mapping of what will be needed to reach our vision for implementation.  Spending time to mentor my developer, and web designer to get relevant certifications and increase their knowledge will ultimately be time well spent along the road to maximizing what both 2007 and 2010 can do for the enterprise.  I can not be successful without the right team. Period.

 

Complete Design Review

 

In 2010 the ribbon is an integral part of the design.  All current site designs need to be reviewed for how the ribbon will integrate with them.  Also its time to leverage themes and the master page design even more strongly than I already do on my implementations.

 

Desktop Upgrade Planning

 

The true power of 2010 is unleashed when a user is also running Office 2010.  I don't know about you but my users are still running 2003.  The path to this upgrade has a myriad of costs associated with it so my enterprises dollars, for hardware, licensing and training need to be well leveraged.

 

Lockdown SharePoint Development Processes

 

We currently have in place a process for maintaining version control of all code deployed to the implementation however these tools have gotten an upgrade in 2010.  Its time to revisit that process, both human and system, and smooth out any rough edges to be ready for the future.  Of course, code control is an important part of any development process but this also extends to solution configuration.  We have had to be creative to document the manner in which our solutions or user tools have been configured and this process must be refined to be ready for an upgrade of this nature.

 

Upgrade Project Management Tools for SharePoint Team

 

The PM process has never been more important.  With all the tools available for deployment to end users, the solutions sets available and the timelines that will inevitably come with all these changes it is critical that we be focused on the top priorities and execute them well.  The end user community does not appreciate false promises and it will rely on both our project and change management skills to deliver what they truly need and what we told them they could have.

 

Embrace the Broad Definition of Business Intelligence

 

As I stated in my conference presentation, business intelligence is not just charts and graphs from back end data.  It is any distributed information that allows users to make more informed business decisions, to gain true insight into how the business is performing.  If we look at all of our tools, including lists, libraries, report portals and full PerformancePoint feature sets we can always keep the relevance of our tools in sight. Then we can plan for using Excel 2010 as the analytical client and utilizing PowerPivot where required.

 

 

Governance and Compliance Are More Important than Ever:

 

As we revisit our strategic plans for SharePoint solution deployments we must take this opportunity to tighten up our belts in the areas of governance and compliance.  We do not want to take broken or lax processes with us to the new farm.  I have approximately one year to polish up the 2007 deployment before we would be move to 2010 in production.  That timeline is my guess-timate based on when Microsoft might release its first service patch for SharePoint 2010.  While I have every confidence in the SharePoint Product Team over my technology career I have found it wise to wait and not deploy a dot-zero product.  

 

More thoughts will come to me over the next few weeks as I delve into more details about the new solution stack.  I'm very excited about what this all will mean for us and mindful that my communications skills, team and ability to deliver is what will make these visions a reality.  See you all along the way!

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 About this blog

 
About this blog

Welcome to my blog devoted to SharePoint.  Here I'lls hare my writings on using  SP tools for business process improvement and collaboration.  I'll also post information about SharePoint community events.