Welcome to the Minnesota SharePoint User Group

October 8 th , 2014 Member Case Studies – Part 2 Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck http://sharepointmn.com

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Agenda • • • MNSPUG Information Beth Beck & Jon Rono – Connexus Energy  Safety Dashboard & Contracts Management Solutions Trevor Huinker & Martha Flynn – LifeSource  Yammer with Communication & Collaboration • Break • Lucas Struck  Employee Onboarding Solution http://sharepointmn.com

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User Group Goal / Objectives  Develop and support a local community focused on Microsoft SharePoint Technologies • • • • Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://sharepointmn.com

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MNSPUG Sponsors Dedicated Sponsors Avtex ( www.avtex.com

) Microsoft ( www.microsoft.com

) Annual Sponsor Currently Looking for Sponsorships!

SharePoint User Group Support Wrox Press ( www.wrox.com

) O’Reilly ( www.oreilly.com

) http://sharepointmn.com

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MN SharePoint Users Group Website • • • • • • • SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information • • http://sharepointmn.com

Email: [email protected]

http://sharepointmn.com

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Social Networking • • • Linked In group – The most interactive… includes job postings…  Post Job Posting on the Jobs Discussion page  http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG and #MNSPUG Yammer – Minnesota SharePoint Users Group  https://www.yammer.com/mnspug/ Join Us on Yammer with some of the presenters to ask questions about their presentation!

http://sharepointmn.com

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Upcoming Schedule • Next Meeting    November 12 th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and User Adoption Panel Discussion Microsoft Technology Center Check www.SharePointMN.com

for updates!

• Ongoing Schedule  2 nd Wednesday of every month   9:00 to 11:30 am Microsoft Technical Center – Edina http://sharepointmn.com

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Local and Online Events Twin Cities PowerShell User Group – Oct 14 th , 4:30 – 7:00 pm http://www.tcposhug.com/ MindSurf Conference – October 9 th , Minneapolis Convention Center (Pay to attend event) http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx

Minnesota SharePoint SharePint – Wednesday, October 29 th , 4:30 pm Meet at Figlio’s in St Louis Park SPChat through SharePoint Community – November 5 th – Online http://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis Minnesota Women in SharePoint – Tuesday, November 18 th , 4:00 pm – Location TBD SharePoint Saturday Twin Cities – November 22 nd , Normandale Community College – Registration Just Opened!

http://spstc.com

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Evaluations & Giveaways!

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Presenters

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• • • • Martha Flynn LifeSource Former nurse, now IT professional @mflynnkauth [email protected]

• • • • Trevor Huinker Avtex Consulting IT Pro Consultant @trevorhuinker [email protected]

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• • • • • Jon Rono Connexus Energy IT Department – Business Technology Services Enjoy the Outdoors (Camping, Boating, and Etc..) [email protected]

http://www.connexusenergy.com

• • • • • • Beth Beck Avtex Consulting IT Pro Consultant Classic car collector of ’64 Studebaker Hawk Gran Turismo (GT) @beargal34 [email protected]

http://blog.avtex.com

http://sharepointmn.com

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• • • • Lucas Struck “SharePointing” for 5+ years Constantly changing diapers for 4 [email protected]

http://sharepoint-community.net/profile/LucasStruck

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Connexus Energy - Safety Dashboard & Contracts Management Solutions

http://sharepointmn.com

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About Connexus Energy

• Connexus Energy is Minnesota's largest electric cooperative, providing electricity and related products and services to homes and businesses in portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and Washington counties.

• Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members and has 250 employees. • • Connexus Energy is an electric cooperative, owned by the members we serve.

We are local – living and working alongside those we serve. • Profits are put back into our cooperative to help run the business efficiently. They are also returned to members through the Cash Back program.

• Our Board is made up of cooperative members who are elected by our members in annual elections. http://sharepointmn.com

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Increasing Productivity Using SharePoint No Code at Connexus Energy

http://sharepointmn.com

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CSafe Reports Dashboard Overview – Business Case • • • • •

Business Case

• • At Connexus Energy, Safety is a Core Value Ability to identify unsafe event/situation before an injury happens – • Keep cost down, people working , and no fatalities

Requirements “A Near Miss”

Central location to analyze all “Near Misses” company wide – Reporting Enter “A Near Miss” in the Field, At Home, and In the Office Eliminate double entry and Accuracy Issues Insert pictures of the situation –

“Picture is worth a thousand words”

Reduce the time required from identification to resolution http://sharepointmn.com

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CSafe Reports Dashboard Overview – Technology Used • Technologies Used  SharePoint 2010 Enterprise   InfoPath 2010 SharePoint Designer 2010 • • Workflows Data View Web Parts    SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode Report Builder 3.0

Microsoft Excel http://sharepointmn.com

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CSafe Dashboard http://sharepointmn.com

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Report an Incident or Issue http://sharepointmn.com

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Report an Incident or Issue – Updates and Email Notification http://sharepointmn.com

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Ranking and Resolution http://sharepointmn.com

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Ranking & Resolution – Updates and Email Notification http://sharepointmn.com

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Ranking and Resolution – Lock and Finalize http://sharepointmn.com

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View All My Submissions - Legend - Sorting - Filtering - Grouping http://sharepointmn.com

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Admin View - Link to Reports - Sorting - Filtering - Grouping http://sharepointmn.com

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SQL Server Reports

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CSafe Department Report http://sharepointmn.com

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CSafe Severity Report

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CSafe Data Export – Part 1 http://sharepointmn.com

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CSafe Data Export – Part 2 http://sharepointmn.com

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CSafe Report – Subscription (Email) http://sharepointmn.com

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Contracts Site Overview – Business Case • • • • • Business Case   One location for all contracts to reside (email, file drawers, doc mgmt. system & Etc…)

Mitigating risk

that can negatively impact Connexus or impact an individual is part of every employee’s role. (Contract and Contract Attachments)  Identify all states and relationships of a contract during its life-cycle  Keep cost down and people working together Requirements Central location for all contracts Eliminate document management system – Cost Savings Leverage existing Microsoft SharePoint platform Relate contracts to contract attachments Notification process on contract life cycles or critical events http://sharepointmn.com

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Contracts Site Overview – Technology Used • Technologies Used  SharePoint 2010 Enterprise  • SharePoint List Filter Web Parts SharePoint Designer 2010   • Workflows SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode Report Builder 3.0

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Contracts Site http://sharepointmn.com

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New Contract Upload 2 4 1 http://sharepointmn.com

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New Contract Email Notification http://sharepointmn.com

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Critical Notification Email http://sharepointmn.com

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Contract 30, 60 & 90-Day Expiration Email http://sharepointmn.com

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Contracts – Attachment Relationship http://sharepointmn.com

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Contracts – Admin Page http://sharepointmn.com

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Contracts – Certificate of Insurance http://sharepointmn.com

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Questions?

Thank You!

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LifeSource's New Pulse Using Yammer for Communication and Collaboration

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About LifeSource • • • Twin Cities-based non-profit organization dedicated to saving lives through organ and tissue donation Serves nearly seven million people in communities across the Upper Midwest Dedicated to working with hospital and community partners to support donor families, facilitate the donation of organs and tissues to transplant recipients and encourage the people in these communities to register as donors http://sharepointmn.com

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Business Need • • • • Move from on-premises SharePoint 2007 to SharePoint Online (Office 365) Employee survey showed the following:   Need for more lateral communication, not just top down More communication sooner, with more information Geographically dispersed team-desire to maximize engagement Opportunity to transform our all team communication http://sharepointmn.com

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Options Available • • SharePoint    Announcements Article Pages Blogs   Discussion Boards Newsfeed Yammer  All Company Feed    Groups Topics Private Messages http://sharepointmn.com

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Solution • • • New Intranet “eSource” that merges the Content Management System strengths of SharePoint Online with the social computing power of Yammer into a seamless portal that enables workers to obtain organizational information and collaborate with others SharePoint Online  Yammer embed feeds Yammer    All Company feed Groups Topics http://sharepointmn.com

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The Avtex Project Process

Design Build Deploy Accept

Design Document the proposed approach, align requirements to the technology and design the solution Build Implement design and build solution Deploy Validate and deploy the solution to production Accept Gain acceptance and transition to support http://sharepointmn.com

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• • • • Implementation Design  Outcome of Envisioning sessions and Design sessions around Information Architecture, Security, Social Computing and more Build  Publishing sites and pages developed for all organizational content   Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007 environment prior to content migration Yammer network setup including Groups and Topics for previous eSource content  Yammer embed feeds implemented on corresponding SharePoint Online sites Deploy  Site owners and super users trained on both SharePoint Online and Yammer   Content migrated from SharePoint 2007 environment to SharePoint Online using migration utility Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s) Accept  On our way there http://sharepointmn.com

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Yammer Embed • All Company Feed

• Group Feed feedType: “group” feedId: “1234567”, • Topic Feed feedType: “topic” feedId: “1234567”, • Add embed code to Script Editor Web Part http://sharepointmn.com

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• • • • • Resources Slide Yammer Customer Success Program  https://about.yammer.com/customer-success-program/ Yammer Resource Center  https://about.yammer.com/why-yammer/resources/ Yammer Embed  https://developer.yammer.com/connect/ Office 365 Customer Success Center  http://success.office.com/ Office 365 Resources  http://success.office.com/resources http://sharepointmn.com

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Questions?

Thank You!

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Break Time

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Case Study – Employee Onboarding

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Employee Onboarding Overview • • • • Manage start dates for new hires Provide a consistent experience for Employees Assign and manage tasks based on department and facility Increase visibility within the organization for new hires http://sharepointmn.com

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Building Blocks • • • • • • Office 365 – SharePoint Online Custom List for New Employees Custom List for Onboarding Tasks Document Library for Resources Custom Resource Lists (Facilities and Departments) SharePoint Workflows (2010 and 2013) http://sharepointmn.com

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Onboarding Home Page http://sharepointmn.com

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Onboarding HomePage http://sharepointmn.com

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All New Hires http://sharepointmn.com

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New Hire Calendar http://sharepointmn.com

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Onboarding Home Page http://sharepointmn.com

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Workflow - Permissions http://sharepointmn.com

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Workflow - Tasks http://sharepointmn.com

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Tasks http://sharepointmn.com

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Task List http://sharepointmn.com

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Task List http://sharepointmn.com

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Onboarding Home Page http://sharepointmn.com

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Enhancements • Enhancement 1 – Technology Forms - InfoPath Create a standardized form for Technology requests that integrates into the Pre-Employment Phase • Enhancement 2 – User Provisioning – Custom Solution Provide Functionality to provision new users within Office 365 directly from the portal • Enhancement 3 – Employee Reviews – Workflow and InfoPath Expand the scope of the solution to include ongoing yearly performance reviews for employees.

• Enhancement 4 – New Employee Webpart– Search Based Webpart Provide a rotating webpart that shows new hires on the Portal Home Page http://sharepointmn.com

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Questions?

Thank You!

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Last But Not Least • • • Please Fill Out Evaluations Drawings for Giveaways Today’s Presenters: • • • Beth Beck & Jon Rono Trevor Huinker & Martha Flynn Lucas Struck http://sharepointmn.com

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