I talk with the IT departments at different organizations about their Microsoft solutions – the ones they have deployed and the ones they plan on rolling out. Inevitably, the conversation turns to collaboration solutions and SharePoint, specifically. Typically, companies have a narrow vision of SharePoint and they think about it as an intranet, file sharing replacement or they don’t have SharePoint deployed at all. For the customers who do have it deployed, they often don’t like it or feel it doesn’t add value to the business.
So I ask, “Do any of your users send emails with attachments?”
The customer will answer, “Well, of course they do.”
And I reply, “Are they ever large files or ones that are forwarded to others?”
Then I get a story that often sounds like this: “Yes, in fact, we have a large spreadsheet that needs to be updated on a regular schedule that is sent out to managers and sent back to an executive administrator who compiles the data for our executive staff.”
“Yes, when we hire someone new, there is a checklist of tasks that need to be done quickly and it is emailed out to a bunch of departments, and the HR administrator keeps track of what is done and what isn’t.”
So, I say, “SharePoint can help you with these things – and not by posting a document on a site – but real process automation using forms and workflows. The best part is this is basic functionality that doesn’t require custom code, so the whole system can be upgraded in the future.”
When it comes to SharePoint, we need to think less about the technology and more about the business need. The framework we begin with is to think about the three things: the people, the process and the content.
- Who are the people involved? (the executive team, managers, executive administrator)
- What is the process? (Data needs to flow from the managers to the executive team on a regular schedule.)
- What is the content? (sales data)
CDW has a number of workshops that help IT pros think about the people, process and content. We can show you how to improve the processes, make the content more accessible to the right people at the right time, on any device. Contact your account manager or leave a reply in the comments below to learn more.