This is a wide ranging presentation on how to create the personalized experience. Ryan Sockalosky started with the business challenges and then moved into the how.
You face a variety of challenges:
Ryan’s focus will be on the authoring experience and search and personalization. But before that, think about the improvements in SharePoint 2013
Demo with a couple different websites (Contoso of course)
The image below describes a way of thinking about it. The demo showed the content / authoring as well as the Experience. But the glue for it all is the Search and Publishing. The content search web part becomes very important when want adaptive and personalized experience.
The page template contains many different web parts. One of them is the content search web part. The search web part is a better version of the content query part because it’s backed by FAST search. Ryan used this quite a bit to show both the content and the adaptive parts of the page. The content search web part has a nice wizard to create the query. You can even pre-define some queries for your Power Users. Queries can be easily hooked to key metadata.
In SharePoint 2013, you now have analytics in the search engine. This opens up a number of options when you are using the search engine for a personalization experience.
All the usage events are fed into the engine. The analytics then feeds insights into the search index. Now you can start to make recommendations based on the aggregate information being fed. SharePoint starts with a baseline of usage events but you can easily add different usage events. For example, watching a video all the way through vs watching halfway through or liking something on facebook from your site.
In Ryan’s demo, he used the analytics engine for a “products you might like” and a “people who bought this also bought…..”
Keep in mind that the search works within the context of the publishing and page framework. Setup a template, setup different web parts within the page template, pre-set your queries and display the results using a templated approach. Once you have all that set then you can begin to extend it to a responsive design or device channels.
You can make a rule to decide how to act . That rules engine is also part of SharePoint 2013. You can use rules based on a users location, what they just clicked on, what time of day, etc.
As part of his demo, Ryan showed a user with the following scenario
SharePoint gives you some really powerful options to create an adaptive experience based on what the user sees. You can also personalize the experience based on a variety of rules. All of this is driven by the search. Three cheers for Fast Search and it’s deep integration to SharePoint 2013.
“Work like a network.” Spend just a few minutes at SharePoint Conference 2014 and you’re bound to hear or see this phrase sooner than later. It’s here in the keynote and it’s here in the signage. It’s here on the lips of the Yammer and Social product marketing people I had the good fortune to spend some time with early Monday afternoon, and it was here loud and clear in the jam-packed session on Microsoft’s Roadmap for Enterprise Social later that same day. It’s central to the short-term improvements that answer questions about Yammer and SharePoint, and even more central to new investments that Microsoft calls Inline Social, Groups and Office Graph—already the darling of Day One.
What does it mean? It means leveraging the power of enterprise social tools to actually behave in connected ways, and get value out of it. The presenters, Christophe Fiessinger and Juliet Wei, made it very clear that while Microsoft still believes the best pure social experience is Yammer in the browser—they called it the “hero” version of social—that the future of work is social, and the future of social is in its ability to socially connect people within and around the documents, data and applications they care about. Much of the message here was focused on enterprise tools better reflecting what is available to people in the consumer market—a message stressed here in this space just last month.
This was the core message of the Roadmap presented on Monday at SPC2014. While it’s an ambitious one, it must be said that Microsoft’s track record of hitting their enterprise social goals since the Yammer acquisition nearly two years ago has been a very solid one. Though many questions have been asked, when they’ve said they will deliver something by a certain date, they’ve done it—and now they’re starting to answer those questions.
Some of those answers were addressed on Monday, along with three core innovation tracks that go beyond the SharePoint-heavy tone of those early concerns. Those three tracks— “Inline Social”, “Groups”, and “Office Graph”—position Microsoft’s approach to Enterprise Social as something that includes SharePoint but extends well beyond it.
To analyze the Roadmap, then, let’s take a look at the short term items, the implications for the present—the questions people have been asking almost since the Yammer acquisition—and then take a look toward the far more interesting items promised, and in many cases demoed, for the near future. That’s where the tools really begin to make “working like a network” look like an achievable dream.
What’s Coming Just Around the Corner…
One might as well call the short-term Roadmap items the SharePoint roadmap items. It’s been a common fallacy for people in the SharePoint world (and beyond) to look at Microsoft’s acquisition of Yammer as a simple one-for-one swap with the old SharePoint social features, but they’ve been clear for over a year now that this sort of view is limited and more than slightly reductionist. Read the rest of this post »
Eric Overfield (@ericoverfield) and Rita Zhang gave an informative session. It was chock full of examples and example code. I couldn’t grab the code examples but a lot of the best practices and screenshots from live sites I was able to grab. They started with the three pillars of Responsive Design:
Must use a fluid grid. By keeping the grid approach, users come to expect a common pattern. The grid must be able to resize itself, hence the fluid grid
Be flexible with what images and images sizes you use. You would also use proportional text
Query your media based on the size. You might use the same image but cropped.
He showed a demo of CSS with a setting with the following logic
One thing is clear at SharePoint Conference 2014, cloud is the future for Microsoft (if it’s not already the present). Jared Spataro kicked off yesterday’s keynote with 4 goals that will shape the future vision of Office.
These four goals framed the rest of the keynote presentation and set the stage for the products and services to be released in Office 365, Yammer, and SharePoint.
The next server release for SharePoint and Exchange was announced for 2015. This means all on premise customers will have these updates available sometime next year. However, it is clear there will be no major feature additions to the on premises server versions. It was even stated these releases would have a subset of features compared to Office 365. Microsoft is committed to the cloud and their message is clear – “We can provide better services in the cloud”.
The same great features you enjoy today in SharePoint Server 2013 will be available to you (except InfoPath Forms). You will continue to be able to use the product for a long time into the future and Microsoft will continue to support on premise deployments until at least 2025 (10 yrs of support to SP 2015).
However, you will continue to see new features, products, and services released to Office 365 (SharePoint Online) and Yammer that will not be available to you on premise. Every bit of new functionality I’ve seen here are the conference is only applicable to the cloud. Read between the lines, cloud is king!
I might also guess PerformancePoint will be going away in SP 2015. In SharePoint 2013, there were no additions or changes to PerformancePoint. Microsoft has been heavily investing in Excel for a number of years now. PowerPivot, Power View – and now Power Map and Power BI (Office 365). If you are looking to do Business Intelligence in SharePoint, Excel Services is the answer. If you are already using PerformancePoint, that’s ok. If you are starting fresh, start with Excel.
Features for Enterprise Content Management, Web Content Management, Search, Workflow, MySites, etc. will likely not change. In previous released versions, there were significant changes to the product or architecture – Service Applications, HTML 5, App Model, CSOM, FAST integration, just to name a few. Although it hasn’t been clearly stated, I’m getting the distinct impression there won’t be any blockbusters this time around.
If you plan to live on premise and have no desire to move to the cloud, that’s ok. The cloud still isn’t for everyone. And with the announcement of SP 2015, you can rest assured your on premise deployment will be supported for years to come. If you have specific questions or thoughts, feel free to comment or email me.
Stay tuned for my next post and I’ll go through all the new and exciting announcements for Yammer and Office 365.
Lately, many of our customers are inquiring about enterprise information management (EIM). More and more organizations are using enterprise information solutions (master data management, data warehousing, governance and quality) to deliver relevant, accurate and timely information, enabling them to make critical business decisions and ultimately, improve performance. What about you – can you trust that your organization’s data is both credible and consistent, and consequently, is it resulting in a better-informed business decision making process?
And then there is Big Data. Recently, Big Data has become a big deal, and for good reason. The volume of data increases ten times every five years, and 85% of that data is from new data types (Source). With data becoming increasingly large and complex, it is clearly a challenge to traditional database systems. Many are asking themselves, “How do we gain value from this vast amount of information?”
If you are interested in learning more about EIM solutions, or your organization is struggling to gain insight from the seemingly colossal amount of complex data, join us next week, on Wednesday, March 12, 2014 at 1 p.m. CT for a complimentary webinar, Big Data: Using Microsoft Enterprise Information Solutions to Make Smarter Business Decisions. Read the rest of this post »
Our own Rich Wood spoke at the SharePoint Conference. Many think of Yammer as only for employees of a specific company but as Rich points out, that’s limiting the technology. Microsoft actually created a network just for the conference. This is available to all Yammer users who are attendees of the conference. That’s one good example.
I’ll post the slides here when Rich is done and we have the latest version.
An extranet is an external engagement tool. We are used to simple sharing or engagement but enterprise social means more than that. It’s an social network. Everyone within your enterprise should fit into this. If you use an extranet for customers or partners, you should let them engage with you or others from a social perspective.
What does an enterprise social network provide for you?
An extranet is :
Key user cases include:
Your first thought might be to use SharePoint but think about a couple things. Do you want to use SharePoint and use Active Directory licenses for that? Do you need to manage it on premise?
SharePoint: slower but full featured, doc collaboration, calendars, etc.
Yammer: fast and easy to setup, real time communications, how people live and work now.
Extranet: The best of both worlds. Combine the two
Yammer has a tool for every situation.
You can gain rapid initial adoption. It’s also really easy to turn your internal users who already use Yammer to the new external network. Also, the same UI allows for familiarity to breed usability. Newsfeed, groups, etc. remain the same. It’s even extremely similar to Facebook’s approach to UI.
You can open up polls, ask questions, and encourage participation via a variety of communications channels.. It’s collaborative. You can get feedback. Through all of that, you build shared ownership. Partners would also add many to many engagement and even some camaraderie and shared accountability.
Proof point: Microsoft had a significant presence on Yammer even before they bought it. The freemium model is a great way to engage early and quickly.
There are a number of advantages to Yammer on the cloud.
Yammer provides native mobile apps on Windows, Windows Phone, iOS, and Android. It’s easy to rollout your Yammer extranet to everyone on any device.
No one is publishing 40 page governance documents for Yammer. (compared to SharePoint. The paid version does allow admin oversight.
Demo of an existing partner site
Perficient has a shared community with Microsoft and Rich demoed that network.
Demo of a variety of settings
Juliet Wei and Christopher Fiessinger, Microsoft Product Managers gave us a look into where Enterprise Social is headed. Given the many questions on deeper integration between SharePoint and Yammer plus hoped for enhancements made this a packed session, even if it was the end of the day. They put the agenda as:
Juliet wants to make the vision real by correlating the features that correspond to the vision. The consumer world drives how we think about social while at the same time, our work tools don’t look a lot like facebook, twitter, or pinterest. When you work like a network, you
Quote: Getting started with Yammer is absolutely the single most important step you can take with social. They find this because Yammer is social and uses Yammer Groups. The new Enterprise Graph with a wide range of info served up in a relatively smart fashion.
Rob Lamear, presented on the pros and cons of on-premise vs cloud. Rather than give a one size fits all answer, he started with a series of questions and points to consider. His first question was on who is still running on premise: Most of the audience raised their hands. Gartner says however that 2016 is the “Year of the Cloud.” That’s only 24 months away. So many in the audience now have a job on how to get to the cloud safely.
How to receive an F
Security needs to be discussed. People stay on-premise because of control and the perceived lack of control in the cloud. Many also find that they have sovereign issues. Google says they may store data wherever they choose. This begs the question about which rules to which country apply. This also begs the question about how to be in compliance with HIPAA, eDiscovery, and other needs. You only have to do the audit once to want to be prepared the next time:
Good Quote: Multi-tenant is inherently more dangerous than on premise.
Risk: You have to ask the question on what are the risks? How to mitigate the risks? How to deal with the risk when it becomes an issue. The NSA issue is big. How easy is it to get access to that data in the cloud? China is actually pulling out Cisco gear. They fear that all the Cisco equipment is compromised. Who loses in China? Microsoft, IBM, and Google.
The cloud has a number of tipping points or things that push you to use the cloud.
People: hard to find, hard to train, hard to keep. If you lose an admin, it’s hard to fill. The cloud gives you an option for a managed service provider
Upgrade: They never go well. They are painful and expensive. Every “in the know” person knows it’s hard. Great example: client spent three months doing the upgrade. Rob’s team did it in two days. It all comes down to experience and knowlege.
Key upgrade question: Is there a better way to spend your money besided an upgrade
508,000 is the number of jobs being exported due to espionage. This impact workforce, products, services, etc. It leaves us in a less competitive position.
$11 – Price of USDA grade A hamburger in the US
$11,000,000 – the annualized cost of a breach. It’s hugely expensive. Target’s recent breach is a great example. It will cost them more than $130 Million. They have multiple class action lawsuits filed so the price will continue to increase.
The Point of Service tool set was for sale in Taiwan. $2,000-$10,000 will get you these tools.
Security Bottom line: you can’t do security as good as a provider. Office 365 spends far more on security than your company ever will. They are good at what they do. They have to be.
2014 – The year of security according to Gartner
Agility: It’s what makes the cloud special. You can just get stuff done faster.
Reliability: It’s really hard to beat a providers uptime and reliability. Have you estimated the cost of downtime? It’s probably more than you think.
Innovation: Companies need to innovate faster. Monsanto is doing farming as a service. It’s about big data because Monsanto is telling him via an iPad. This drives up yields for farmers. They couldn’t do it without a big data center and the ability to implement it rapidly.
Optimize ==> Colocation
Transform ==> Managed services (most of us are here)
Innovate ==> Managed cloud
The correct answer is hybrid. Yeah, it’s a well used term but a valid one. You see it in the in house owned budgets decreasing rapidly. You also see it where outsourced cloud is on a steep increase. In two years, outsoured cloud surpasses in-house owned. (2016)
Should I stay or should I go now? (sung to the Devo song….)
Depends on the answers to questions. What is your top priority? What is your timeline? What stage is IT in? Are they still optimizing or are they trying to innovate? All of these help define what you should do. The reality is that you are all going to the same place.
Just in time for SharePoint Conference 2014, Exoprise, a provider of cloud-based monitoring, introduced its CloudReady Monitor for SharePoint. This new offering expands upon the existing Exoprise CloudReady Monitor for Office 365, giving SharePoint on-premises and SharePoint Online admins real-time visibility into site performance, allowing them to quickly identify and address issues. From the Press Release.
“SharePoint Online provides many financial and operational advantages to organizations looking for a powerful platform for collaboration and documentation management,” said David Greve, director of Microsoft cloud, at information technology consulting firm, Perficient. “However, managing performance and user experience for cloud apps and services can be a challenge. CloudReady Monitor for SharePoint gives IT teams and managed service providers the real time performance data they need to ensure users in all locations have high quality access to their SharePoint Online sites.”
Exoprise’s CloudReady Monitor is a SaaS-based offering that measures the end-to-end performance of mission-critical applications, such as Microsoft Office 365. The service monitors the availability and reliability of cloud applications, ensuring IT administrators can proactively manage application performance, and ensure quality end-user experience. In addition, CloudReady Monitor leverages the power of crowd-sourced data analytics to pool performance data from all users, providing IT teams with valuable baseline metrics to compare performance from their sites, quickly pinpoint problems and speed resolution.
The new offering for SharePoint provides detailed performance data for service login, as well as document upload and download transactions with real time and historical data measured against average performance across all other customer SharePoint sensors. In addition, administrators can access detailed real time and historical network performance information, including route analysis, plus ADFS single sign-on, SSL negotiation and DNS lookup performance.
Perficient partners with Exoprise to provide advanced monitoring solutions for Azure, Office 365, and now SharePoint. These solutions allow IT administrators to quickly detect and fix network and infrastructure issues, improving users’ ability to communicate and collaborate effectively. If you are at the SharePoint Conference this week and would like to know more about these SharePoint monitoring solutions, stop by the Perficient booth (#308). We’re giving away $500 to spend at the Microsoft Store. All you have to do is pick up a t-shirt at the booth, tell the Perficient team what kind of a Superhero you are, and tweet a photo of yourself in the t-shirt with the hashtag #ImaSuperhero.
To top it off, the team will be giving away an additional $1000 gift certificate to the Microsoft Store. The winner does not need to be present to win – so if you are not lucky enough to be in Vegas this week at #SPC14, you can still join in on the fun.
This is going to be a hard hitting session with lots of stats and lots of new features delivered rapid fire. Hence my heavy use of bullets. 30% of all IT spending will be in the cloud by 2020. It’s IT as a service. Keep in mind, SharePoint is one product but there are many clouds:
The cloud is massively scaleable. The hands on lab leverage 6,000+ cores and terabytes of memory and capacity assigned to the labs. Would be impossible to do without the cloud.
Microsoft wants to enable IT Pros by building the tools to help you be the value added service broker.
SharePoint Server 2013
With Service Pack one, you have the tools to be the cloud on ramp broker. This service pack contains all the cumulative updates and the public updates. Even more so, it’s about the functionality. That includes:
Now also have new compliance capabilities
Added 5 classifications
Delivered a wealth of innovation within Office 365. One way to do it is with massive scale. Think of this
MSFT knows that realistically, it’s not easy to move everything to the cloud. Your old experience is that they use power shell and a host of other tools. Now, you can do power shell administration in the cloud. You can do directory synchronization. IT Pros can build a completely new skill set.
New Announcement: New IT Professional Network. Want to bring all the conversations together. If you visit Yammer.com today you will see the IT Pro network.
Microsoft has wasted no time this past year ensuring that you can manage both on premise and cloud based options. I’m especially impressed with the security and compliance additions. I work a lot with healthcare and the security and compliance question never ceases.