Writings and ramblings on SharePoint for those who are addicted to it!
The following are six key blueprint aspects when using SharePoint:
Have clarity when explaining SharePoint
Have powerful goals when using SharePoint
Have planning and preparation when using SharePoint
Have proper values and beliefs when evangelizing SharePoint
Have goals with SharePoint
Have ways to measure the performance of SharePoint
The following are good sites to troubleshoot a PowerApps Canvas App:
Common Issues and Resolutions for Power Apps:
Guidelines and Troubleshooting for Embedded Canvas Apps:
https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/embedded-canvas-app-guidelines
Common Canvas App Performance Issues and Resolutions:
https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/common-performance-issue-resolutions
Troubleshoot Issues in the Power Apps Mobile App:
https://learn.microsoft.com/en-us/power-apps/mobile/powerapps-mobile-troubleshoot
The following are my favorite M365 and SharePoint cheat sheets and quick start guides:
Office cheat sheets:
https://support.microsoft.com/en-us/office/office-cheat-sheets-61abfe7b-1c43-483c-b82b-3806d80e027e
Microsoft 365 Quick Starts:
How to Customize your SharePoint Website:
Microsoft 365 Basics Video Training:
Microsoft 365 Training:
The following are six core aspects a consultant should follow during a SharePoint projects implementation phase:
1) Communicate the SharePoint change
2) Support the management of SharePoint
3) Support the SharePoint employees
4) Define measures for SharePoint success
5) Collect SharePoint feedback
6) Make necessary adjustments to the SharePoint implementation plan
The following are five aspects to utilize when planning a SharePoint project:
1. Research - Why - obtain needed SharePoint research information and understand the drivers and strategic options.
2. Define - What - define the SharePoint scope and areas of the projects roadmap which includes goals and timeline.
3. Plan - How - plan how you should implement the SharePoint strategy to reach the project goals.
4. Communicate - to the stakeholders and explain what is expected and the tasks which will implemented as part of the SharePoint project roadmap.
5. Implement and follow up - use the SharePoint project roadmap as a basis for the detailed plans. Follow up on the implementation aspects as needed.
The following are four items to never take for granted when working with SharePoint:
1) Never assume – anything about the SharePoint project being worked on, almost always think the opposite
2) Never believe the SharePoint project manager – knows what is going on – make sure one sets milestones, tasks, stakeholders, scope requirements and all minor details with a project manager.
3) Never believe that management is up to speed with the details in regard to how the SharePoint technology being used in a said project works.
4) Never let business people make key technical SharePoint decisions
The following are core and key aspects to utilize for SharePoint project milestones:
1) List and identify the project milestones for the SharePoint project.
2) List and identify the initiation or completion of the kickoff meeting completed, application structure & integration system reviews completed, tool recommendations received, decision to proceed to testing, etc. as it relates to the SharePoint project.
3) List out the decision made or received for each milestone of the SharePoint project.
The following are core and key aspects to model out when engaging in a large SharePoint project:
1) List out and specify the development methodology, team structure, programming language, etc. for the SharePoint project.
2) List out and specify the tools, techniques, and methods to be used to specify, design, build, test, integrate, document, deliver, modify, or maintain the SharePoint project deliverables.
3) List out and specify the technical standards, policies, procedures, and guidelines governing the SharePoint development.
The following are three key SharePoint monitoring and control mechanisms for a project:
1) List and explain the reporting mechanisms, report formats, information flows, review and audit mechanisms, etc. to be utilized in the SharePoint project.
2) List and explain the measurement approach that will be utilized to measure success for the SharePoint project.
3) List the earned value aspects and thresholds for the SharePoint project.
The following are three key and core SharePoint stakeholder and key personnel aspects for a project:
1) List and define the individuals and organizations involved in the SharePoint project.
2) List individuals and organizations roles in regard to the SharePoint project execution.
3) List all of the high-level tasks assigned to the key personnel for the SharePoint project.
The following are key goals and objectives for a SharePoint project:
1) List the goals and objectives of the SharePoint project.
2) List the customer acceptance criteria for the SharePoint project implementation.
3) List the critical success factors for the SharePoint project.
4) Prioritize the SharePoint project goals such as cost, schedule and functionality.
The following are key aspects for a SharePoint scope for a project:
1) Define the scope of the SharePoint project
2) Define what is not in the SharePoint scope for the project
3) List the detailed SharePoint service level requirements
4) List the SharePoint resources, expected dates and high-level tasks
The following are key aspects to provide in a SharePoint project overview:
1) Executive summary of the project objectives
2) What will be delivered as far as SharePoint work?
3) What are the SharePoint major work activities?
4) What are the SharePoint major work products?
5) What are the SharePoint major milestones?
6) What are the SharePoint required resources?
7) What are the SharePoint master high-level schedules and budget requirements?
As a SharePoint evangelist the following are some key job traits to be aware of:
1) Develop project processes along with proper documentation
2) Create documentation as needed
3) Manage multiple project assignments simultaneously
4) Edit content as needed
5) Create sites with proper information architecture as needed
6) Create content and needed functionality with latest available web-parts
7) Review and implement proper governance aspects as needed
8) Educate users on features and functionality
The following are seven core and key aspects to clarify before starting a SharePoint project:
1) Know the purpose and justification for the SharePoint project
2) Know the measurable objectives for the SharePoint project
3) Know the deliverables of the SharePoint project
4) Know the acceptance criteria of the SharePoint project
5) Know the critical success factors of the SharePoint project
6) Know the constraints and assumptions of the SharePoint project
7) Know the proposed budget and scheduled goals of the SharePoint project
The following are five strategic priorities for SharePoint:
1. Transform the foundation of the SharePoint ecosystem
2. Make the right SharePoint technology investments
3. Strengthen resiliency and adaptability of the SharePoint ecosystem
4. Take care of the people and cultivate the SharePoint workforce
5. Address SharePoint management priorities
The following are key aspects for touting SharePoint as an investment return:
Investments - enables technical solutions and required processes.
To-Be - the way of the SharePoint operation.
Returns - benefits and strategic goals.
The following are some good sites for learning and understanding Microsoft Syntex:
Overview of Microsoft Syntex:
https://learn.microsoft.com/en-us/microsoft-365/syntex/syntex-overview
SharePoint Syntex features:
Microsoft Syntex - Support:
https://support.microsoft.com/en-us/office/microsoft-syntex-59476568-0a30-4a3e-8a12-206b8ae47a00
Microsoft Syntex - Content AI integrated in the flow of work:
https://www.microsoft.com/en-us/microsoft-365/enterprise/microsoft-syntex
The following are some important issues related to SharePoint to cover:
What is the process where SharePoint can help with change?
What are the problems that can be solved where SharePoint can help?
What can the organization do to implement the SharePoint solution?
What new aspects are necessary to obtain the full benefits of the SharePoint solution?
The following are the 5 levels of a SharePoint solution and how it brings value to an organization:
Level 5 - The SharePoint solution adds exceptional value to all of the core users and customers
Level 4: The SharePoint solution is essential to the core users and customers business
Level 3: The SharePoint solution is somewhat useful to most of the core users and customers
Level 2: The SharePoint solution is useful to a limited number of targeted users and customers
Level 1: The SharePoint solution is user or customer-specific
