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Category Archives: Collaboration

SharePoint 2013 Tips – Part 4 New Collaboration

Over the last few weeks, I’ve offered my advice for SharePoint 2013 collaboration discussing:

Today I’m discussing new collaboration.

New Collaboration

In 2003, working on documents in SharePoint was centered on the idea of “single occupancy vehicles”.  Much of the functionality was based on this sort of editing process:

  1. Original author writes a document
  2. Document version 1 uploaded to SharePoint
  3. First author sends an email to reviewers asking for updates
    1. First reviewer “checks out” the document
    2. Other people wait until the document “becomes available”
    3. First reviewer makes further edits
    4. Document checked back in (version 1.1)
    5. Edits are reviewed and approved
    6. Second reviewer checks out document, edits, checks in version 1.2)
    7. Process continues until document version 2.0 is published and updates are seen by :everyone”
    8. Additional document updates continue by returning to Step 3.

SharePoint’s Most Wanted Governance Offenders

Earlier this year, we asked you to tell us about the biggest offenders in SharePoint who are constantly putting their organizations at risk, bypassing governance and training, and whose bad habits are frustrating their co-workers. Meet the 5 Most Wanted characters we uncovered in our new infographic, and learn a few helpful tips to stop them in their tracks.

Infographic image of Most Wanted Offenders

Download a copy of the SharePoint’s Most Wanted Governance Offenders Infographic.


SharePoint 2013 Tips – Part 3 Branding SharePoint & ILM

To date in my SharePoint 2013 tips series I’ve discussed information architecture at scale, site sprawl and version control in part one and sharing and sending documents as well as storage in part two. Today’s third part of my series I’m discussing branding SharePoint and Information Lifecycle Management.

Decorating SharePoint

No more blue boxes. Literally.  SharePoint “branding” used to be a more esoteric science of hand tooled features and CSS files.  SharePoint 2010 introduced the seldom-used ability to define custom site themes by using PowerPoint.  That was an interesting step (no one ever used it), but now you can make key changes directly from the browser using Composed Looks.

With Composed Looks, a site owner can restyle a site with custom layouts, fonts, colors and background images.  Here’s the editing screen – you get here from the Site Settings menu option.  Or just pick “Change the look” from the setting “gear” icon in the top right of the screen.

SharePoint 2013 Tips – Part 2 Sharing, Sending and Storage

Last week I published part one in my series on SharePoint 2013 collaboration focused on information architecture at scale, site sprawl and version control. Today I’m discussing sharing and sending documents as well as storage.

Sharing and sending

Redundant content proliferates when copying files is simpler than moving them.   As a result, in 2003 when users had documents to share with a broader audience, they would copy them to places those users had access, leaving behind older versions each time.

In 2013, there’s a better way.  When you save a document – to your Personal Site or a team site, you now have a simple way to share it with everyone – a Share menu item.   Share allows users to keep one version of the document, bringing new, selected users to it instead of shipping the document to the users.  And if users don’t have authorization to change permissions, Share requests are routed to administrators for approval. 

Webinar: Do You Have SharePoint Site Headaches?

Decorative image of foldersEvery year, the volume of enterprise content in SharePoint grows. Now, more than ever, organization are also using SharePoint for mission-critical, confidential, sensitive or highly regulated documents.

Microsoft has made great strides in capacity and performance – but the scale of content management is daunting for most IT teams. Setting up individual permissions on each separate document is overwhelming; and the sprawling architecture of thousands of small redundant sites is just as challenging.
Some common problems include:

  • Keeping up with document growth while preventing site sprawl.
  • Using business rules instead of IT security to dynamically control access.
  • Keeping managed content inside SharePoint instead of email and unmanaged storage.
  • Streamlining the user interface and accelerating user adoption.

European SharePoint Conference 2014 Wrap Up Report

Photo from BarcelonaHola!  We’re just back from a week in Barcelona, Spain at the European SharePoint Conference 2014.  In case you weren’t there, what did you miss?

ESPC14 is one of the largest worldwide events focused on SharePoint outside Microsoft’s own SharePoint Conference.   After last year’s event in Copenhagen, ESPC14 brought together hundreds of stakeholders in SharePoint, Yammer, and Office 365 for four days of keynotes, workshops, tutorials and networking.

Enterprise Social Collaboration: Friend or Foe?

collaborationWhy does useful enterprise social remain elusive for so many organizations? The promise is there, but until organizations see the results, they’ll go on believing it’s like the Tooth Fairy — delivering small rewards, but never seen face to face. CMS Wire, A Peek at the Future of Enterprise Productivity

When I read this CMSWire article, I was inspired – enterprise social collaboration – it can succeed. It can make organizations more productive, but only if done right. Okay, got that message. But is it a friend or foe?

Most Common Governance Mistakes In SharePoint (and how to avoid them)

Decorative logo of Metalogix Best of Breed ShowcaseYesterday I joined Ruven Gotz, SharePoint MVP, Avanade alongside Jill Hannemann, Practice Director for Advisory Services, Portal Solutions and Gail Shlansky, Director of Product Marketing at Metalogix in a best of breed webinar “Most Common Governance Mistakes In SharePoint (and how to avoid them).”

The discussion focused on the mission critical role SharePoint plays in an organizations content management and collaboration efforts and as a result, the important role governance plays in securing information integrity. We also touched on optimizing the value of content stored, accessed and shared within SharePoint. Despite the fact that governance is considered critical, most organizations suffer from a governance gap.

During the webinar, host Ruven Gotz asked panelists a series of questions. Some are summarized below.

Privacy Breaches Must Stop!

Decorative image privacyIf you think content security is a nice to have; think again. Just last week, it was reported that Stanford Hospital & Clinics and two of its vendors are set to pay more than $4.1 million to settle a class action claim. The claim said they violated a state privacy law by allowing the medical information of approximately 20,000 emergency room patients to be posted online for nearly a year.

According to a statement released by Stanford:

  • Multi-Specialty Collection Services and Corcino & Associates will pay $3.3 million
  • Stanford Hospital & Clinics will pay $500,000 for a program to educate vendors on recent regulations that hold them accountable for privacy breaches
  • The hospital will also pay $250,000 to cover the administrative costs of the settlement

Stanford’s breach of protected healthcare information (PHI) was unknowingly and illegally displayed on a public website for nearly a year, beginning on Sept. 9, 2010 before it was discovered. With such steep financial settlements and/or government penalties possible, not knowing that someone in your organization accidentally published PHI or other personally identifiable information (PII) is not a defense. This isn’t an isolated case, a Forrester report shows that a surprising 75% of breaches come from within the company, not outside threats like hackers.  Data from CyberFactors shows a similar picture, where 50% of the reported incidents were caused by an external actor, 40% by someone inside the organization, and 6% by a third-party contractor or vendor. 

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