SharePoint
Information Worker Conference 2007
January
31 - February 2,
2007 Orlando, Florida
Breakout Session Descriptions

Return to Conference Main Page
(Note: While the session topics
have been finalized, we are still waiting on
a few
session descriptions from some of our
speakers. Below you will find session
descriptions that have been submitted and
are final. Thank
you for patience and check back frequently!)
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Keynote: Information
Workers - The Backbone of Business
(Jeff Cate) The purpose of the
keynote address is to set the stage
for the conference - and what an
important stage it has become!
In the United States, Europe and
other areas around the world, the
ranks of information workers are at
an all-time high. The role
that they play is critical in
virtually every organization.
In many ways, the information worker
is to our current age as the factory
worker was to the Industrial Age.
Modern business simply cannot get
done without the information worker!
The primary tools of the
information worker are the systems
and applications that help her
efficiently march through her task
list on a daily basis. The
good news is that the ease-of-use,
power and level of integration of
these systems and applications has
increased dramatically in the last
three years. There is no
question about it - much of the
increase can be directly attributed
to the ubiquitousness of Microsoft
Office, paired with the outstanding
design and features of SharePoint.
In the Keynote, you will hear
about:
- Selected real-world
information workers and the
daily challenges they face to
stay efficient, find information
and communicate with co-workers,
customers and others
- From a 10,000 ft. level, the
technologies that are making the
greatest impact on the
day-to-day activities of
information workers
- Highlights of the breakout
sessions that will be presented
during the conference and a
quick introduction of the
speakers to help you plan your
schedule and attend the sessions
that are most important to you
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Empowering Public
School Teachers: The KnowledgeWorks
Foundation Network (Dr. Jillian Darwish
and Brian Lee)
In February 2006, KnowledgeWorks
Foundation, with support from the
Bill & Melinda Gates Foundation,
launched the beginning framework for
Educator’s Knowledge Network (EKN),
an online community of Ohio high
school teachers based on SharePoint
Portal Server 2003. EKN creates a
shared, practice-centered knowledge
base for learning, innovating, and
transforming education. In this
session we will discuss:
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Developing the dialogue for
collaborative network design
with users
-
Creating network awareness and
growing membership
-
Driving content depth and
breadth
-
Establishing a user-friendly,
personalized and responsive
network
-
Specific customizations made to
SharePoint Portal Server to
empower this unique community
application
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Workflow in
SharePoint 2007 (Asif Rehmani)
SharePoint 2003 is a great product
and has allowed organizations to
develop powerful portal and
collaboration solutions in a cost
effective way. However, one
shortcoming of it has been the lack
of integrated tools to develop
robust workflow solutions.
This all changes with SharePoint
2007 and the new Windows Workflow
Foundation. Come to this
session to learn about:
- The types of workflow
solutions that can be built with
SharePoint 2003
- The new graphical Workflow
Designer built-in to the new
SharePoint Designer 2007 product
- The enterprise content
management workflows that are
included with MOSS 2007
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Taxonomy Best Practices and Design
Methodology (Zach Wahl)
Without a well devised taxonomy that
serves the end user’s needs, entire
portal and other knowledge
management projects risk failure.
Organizations must design and build
intuitive and sustainable taxonomies
in which to manage and classify
their content in order to ensure
project success. This session will
discuss the challenges to
implementing and maintaining a
successful taxonomy and will present
case studies and best practices used
to successfully implement a myriad
of enterprise taxonomies. This
presentation will also detail a
Taxonomy Development Methodology
that has been used successfully on
hundreds of knowledge management
efforts. The presentation will also
identify the major risks within such
a project and will present
mitigation strategies for those
risks.
-
Recognize the importance and
purpose of a taxonomy within an
enterprise portal or other
knowledge management tool
-
Learn the best practices for
successful implementation and
adoption
-
Understand the various steps and
potential risks involved within
a taxonomy project.
-
Gain insight on how to begin
your organization's own taxonomy
project
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Governance Strategies for Business
Content and Taxonomies (Zach Wahl)
As organizations attain greater
experience with portals and other
knowledge management tools, they are
recognizing the need for easy-to-use
taxonomies to make the
organization’s key content more
accessible to the end users. To
truly provide value, however, these
efforts must be ongoing and include
lifecycle governance to ensure the
sustainable evolution of the tools
and the content within them. This
session will discuss governance
strategies specific to taxonomy
design and content maintenance. The
session will discuss lifecycle
taxonomy governance and present best
practices and case studies on the
successful maintenance and evolution
of business content and taxonomies.
-
Recognize the value of lifecycle
governance
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Learn best practices for the
successful management and
governance of your taxonomy and
the the content within it
-
Hear case studies and understand
the methodology to support the
continued evolution of your
organization's taxonomy and
business content
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Portal Deployments: Best Practices,
Success Stories, and Risk Factors
(Zach Wahl)
Portal technology has matured to the
point where organizations have
powerful opportunities to make all
of their core business content and
functionality available through a
single interface. However, as the
technology provides greater
capabilities, portal deployments as
a whole are growing more complex due
to the massive coordination and
collaboration necessary to bring
together such a great depth and
breadth of information. This
session will discuss the major
challenges to successful
implementation and will offer best
practices on the effective design
and delivery of enterprise
information portals. Moreover, this
session will detail organizations
that have accomplished some of the
most successful portal
implementations to date.
-
Understand how specific
organizations have used portal
technology successfully
-
Learn portal development best
practices and lessons learned
-
Identify the major risks and
potential mitigation strategies
to ensure successful deployments
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My Sites for 20,000
college students: Deploying SPS 2003 at
Central Michigan University (Shane
Young) In 2006, Central
Michigan University implemented
SharePoint Portal Server 2003 to
replace its existing in-house
developed Intranet. SPS 2003
serves as the gateway into the
university's new SAP Campus
Management application which handles
student registrations, accounts,
class schedules, grade reporting and
much more. CMU is very pleased
with the new and easy-to-maintain
functionality that SPS 2003 provides
and has taken the project one step
further by making SPS My Sites
available to all 20,000 students.
Come to this session to learn about:
- Branding SPS 2003 to meet
university-wide style guidelines
- Designing an approach to
provide portal-wide fixed
navigation in addition to the
native SPS breadcrumb navigation
- Integrating SPS with SAP's
Campus Management software
- Planning for a large number
of My Sites and setting usage
policies for an audience of
college students
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Ontolica Search Enhancements for
Microsoft Office SharePoint
Server 2007 (Peter Roth)
Ontolica® for SharePoint is a
collection of modules that
greatly enhance the standard
SharePoint Portal Server 2003
and MOSS. Ontolica® for
SharePoint is built on top of
the SharePoint search engine so
there is no need to worry about
installing extra servers,
client applications, etc.
Key benefits that will be
demonstrated in this session
include:
-
Addition of Boolean (AND/OR)
search logic
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Drill-down web parts that
allow for extensive
search-results filtering
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Improved People Search which
allows SharePoint to
function as a true "Web
Receptionist"
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A
user-friendly search
interface for searching
against document properties
and metadata
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Integration with desktop and
Internet search engines,
making the Portal a one-stop
shop for all searching
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Mondosoft BehaviorTracking for
Microsoft Office SharePoint
Server 2007 (Peter Roth)
Are
the search capabilities of your
portal working well? Are the
users satisfied? How can you
know? Mondosoft
provides BehaviorTracking to
help content managers, site and
Portal owners to verify the
efficiency of their
information-retrieval systems,
ensure users' search success and
discover new ideas for content
in demand. The almost real-time
data is explicit, focused and
easy to work with for members of
sales, marketing, corporate
communications, HR, IT, etc.
Specific features that will be
demonstrated in this session
include:
-
Top
Successful Search Terms;
identify what content is
most in demand and which
search results are most
frequently selected
-
Top
Unsuccessful Search Terms;
find out why users leave the
search frustrated, abandon
the Portal, re-create
content because it is hard
to find, etc.
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ExpectationMap; verify that
users expectations to Portal
content matches what is
actually available
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Related
Searches; users that
searched for "abc" were also
interested in finding "xyz"
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BehaviorMatch; expect the
solutions to automatically
suggest synonyms based on
actual usage and past
behavior
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Developing
an Enterprise Search Strategy:
Making Better Decisions Faster
(Steve Caravajal)
With the increasing pace of
business, we’re challenged to make
better decisions faster. This can
only be accomplished by providing
individuals with timely, relevant
information. Obviously, this is
easier said that done, especially in
an era of information overload ---
the amount of enterprise data being
accumulated (email, file shares,
financial systems, ERP applications,
customer databases, etc.) increases
on a daily basis.
Search tools
obviously play a valuable role, but
they must be integrated into an
overall search strategy for
accessing and utilizing data across
the enterprise. In this session, we
will discuss an effective and
efficient enterprise search strategy
which includes capability for each
of the following:
-
Searching The User’s Desktop
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Searching The Intranet and
Internet
-
Searching Business Applications
-
Searching for People
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Enterprise
Search in SharePoint Server 2007
(Steve Caravajal)
Office SharePoint Server 2007
provides the ability to search
content stored in a wide range of
data repositories and formats. The
capabilities extend beyond documents
and Web content to include people
and their professional knowledge
network. This capability connects
information workers with potentially
all the information in the
enterprise, delivering the results
in an actionable and manageable
context. The user’s search
experience is fully customizable and
the search application is designed
to be highly scalable. During this
session, we will discuss:
Improvements in the search
technology, new features,
improvements in relevance and
tighter integration with the
Microsoft Office 2007 system.
-
Business Data Catalog for
searching business application
data repositories
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Knowledge Network for locating
who knows whom and who knows
what, both inside and outside
the organization
-
Extensibility and customization
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Business
Intelligence and Dashboards with Excel
2007 Server (Asif Rehmani)
Graphical, drill-down dashboards
that even your boss can use!
SharePoint 2007 incorporates
significant enhancements in
presenting Business Intelligence
data to the end user allowing them
to share, control, and reuse
business information to make better
decisions.
Microsoft Office Server Excel
Services is utilized to enable
information workers to publish
spreadsheets to SharePoint sites,
including spreadsheets that
incorporate powerful new client
capabilities such as data
visualization and richer PivotTables
and PivotCharts. This session will
demonstrate how these Business
Intelligence enhancements simplify
sharing a central and up-to-date
version of a spreadsheet while
protecting any proprietary
information embedded in the
document. |
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Workflow in
SharePoint 2007 (Asif Rehmani)
Perhaps the most powerful addition
to SharePoint 2007 is the suite of
new workflow features. Virtually
every organization has the need to
incorporate workflow into
document-related applications.
SharePoint 2007 has been designed
from the ground up to use the
powerful workflow engine provided by
the new Windows Workflow Foundation.
In this session you will learn
about:
- The types of workflow
applications SharePoint 2007 is
most suited for
- The pre-built content
management workflows that come
with MOSS 2007
- The new visual Workflow
Designer that is part of
SharePoint Designer 2007
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What's new in
SharePoint 2007 Document Libraries?
(Mike Glisson)
The SharePoint team at Microsoft has
clearly listened to the market when
planning for Document Libraries in
SharePoint 2007. Windows SharePoint
Service v3 boasts some new features
that were missing in WSS v2 like
forced Check In/Check Out,
Item-Level Security and setting
Version limits.
In addition to WSS v3 Document
Library enhancements, Microsoft
Office SharePoint Server 2007
extends WSS v3 to create a far more
complete document management
solution via the enterprise document
center site template designed to
work with larger numbers of
documents. Come to this
session to find out about the
significant improvements in document
management in SharePoint 2007. |
New Collaboration
Opportunities in SharePoint 2007
(Mike Glisson)
The original title of this session
"Blogs and Wikis and RSS, oh my"
just seemed silly, so we scrapped
it!
This session will cover some of the
new collaboration features
introduced in SharePoint 2007. We'll
explore Blogs, Wikis, and RSS
showing how information workers of
the future can use these tools to
collaborate across the enterprise or
within a small team. |
SharePoint Discussion
Boards and Beyond (Mike Glisson)
SharePoint 2003 discussion boards
left most users wanting more.
SharePoint 2007 discussion boards,
while certainly an improvement over
their predecessor, are still lacking
some common discussion board/forum
functionality that most
organizations can't live without.
In this session we'll discuss the
new improvements to SharePoint 2007
discussion boards and look at some
options for 3rd party discussion
board/forum integration in both
SharePoint 2003 and SharePoint 2007.
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User Interface
Improvements in SharePoint 2007
(Kevin Pine) OK... So you
lost your persistent SharePoint 2003
portal navigation as soon as you hit
a WSS site. You got used to it. And
your WSS users had links hanging in
front of them that they had no
business clicking… Like “Site
Settings” and “Create”. Maybe you
never did get used to that.
And breadcrumbs? You always knew
they should be available.
With SharePoint 2007, there is good
news on all fronts. This session
will examine the user interface
improvements and walk you through
modifying the main navigation menu
and the "Quick Launch" menu so that
you can:
- Have a consistent,
persistent navigation structure
regardless of the current site
- Set the context of the
navigation to the current site
only
- Expose Sub-sites, peer sites
and other links in the menu
All from the browser and with no
code! |
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Branding Case
Studies, Best Practices and Tips
(Kevin Pine) The good
news: SharePoint 2007 has a new
look. The bad news: It still doesn't
look like like it belongs to your
organization. In this session we
will look at:
- Best practices for branding
SharePoint 2003
- New options for branding in
SharePoint 2007
- How and where to scope your
customization
- Branding tips and tricks
- What not to do in branding
and customizations
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Creating High-Impact
Internet Sites with SharePoint 2007
(Kevin Pine) With
SharePoint 2007 you now have the
tools to create impressive internet
sites that are definitely ready for
prime time. Here you will learn
about:
- The publishing site template
- Approval workflow for
content management
- Creating and applying custom
master pages for maximum effect
- Case studies of SharePoint
2007 in action on the Internet
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Thousands of organizations
worldwide are turning to Microsoft's
SharePoint Product and Technologies
for sharing critical business data
with partners, customers and
suppliers over the Internet. To
achieve business advantage by
effectively collaborating with
business partners, organizations
need to provide access to
proprietary content while still
maintaining security, audit ability
and accountability.
Along with security concerns,
companies are facing the challenging
process of working with IT resources
to get collaborative extranet sites
provisioned and accessible. Once
online, the ongoing tasks for user
management of these collaborative
applications must be identified and
assigned.
In this session, attendees will be
hear about enhancements in
SharePoint 2007 and third-party
add-ons that open new doors in terms
of the possibilities and feasibility
of using SharePoint as an Extranet
collaboration tool. |
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The Business Data Catalog (BDC)
provides a means to surface business
data from line-of-business (LOB)
systems into SharePoint 2007 without
the need to write custom code. The
BDC bridges the gap between
SharePoint 2007 and business
applications by bringing in key data
for use in SharePoint sites, lists,
search, and user profiles.
In this session, the presenter will
demonstrate the use of Business Data
web parts and show how these web
parts are used to display business
data within a SharePoint
application. Attendees will also
learn about leveraging the Business
Data field type to display business
data in any SharePoint list and see
how SharePoint's Search Center can
gather and index data from BDC
applications to provide full-text
search ability. |
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Using InfoPath
for Electronic Forms: Trends and
Case Studies (Patrick Halstead)
This talk describes three case
studies that exemplify how
businesses are leveraging InfoPath
to improve business processes. Each
case study will highlight different
InfoPath features:
- Medical Clinic solution:
multiple forms (Patient Visit
Forms, Doctor Synopses, and Lab
Requests), database integration,
etc.
- Approval Process: workflow,
digital signatures, dashboards
and reporting
- Project Tracker: end-to-end
consulting solution using
multiple forms to automate the
entire process from statement of
work, weekly priorities and
timesheets, to actual invoicing
All attendees will receive a
sample CD with a full working
version of the Project Tracker
solution.
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Using InfoPath
for Electronic Forms: Creating
Forms Solutions (Patrick Halstead)
Microsoft InfoPath plays a key role
in bridging the data gap between
Office client and SharePoint server.
By streamlining data entry and
routing, InfoPath removes the data
bottlenecks in your organization and
creates decentralized data
collection and routing to enable
dashboards and reporting. Anyone can
quickly whip-up an InfoPath form,
but to create an end-to-end business
solution you’ll want to learn about
the following:
- Deployment patterns for
InfoPath in your intranet and/or
extranet environment
- Workflow using e-mail and
promoted properties
- Codeless integration with
SQL database
- Digital signatures and
archiving
- Browser-based forms and
mobile clients
While providing advice on
solution architecture, this talk
will also discuss the following
trends in InfoPath solution
development:
- InfoPath provides lower
development cost compared to
Smart Documents, Webforms,
Winforms, etc.
- Codeless solutions further
reduce cost by simplifying
deployment and security
- Database integration enables
reporting, permissions, and
provides greater performance
- Relational forms – solutions
comprising multiple forms that
interact with one another and
are stored in a relational
database
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Tweaking Search in
SPS 2003 (Shane Young)
Search is a
very powerful tool in SharePoint
Portal Server 2003 that is often
one of the compelling reasons to
purchase the portal product.
But no matter how awesome you
feel search is out of the box
there are options and settings
you can use to maximize search.
In this
session we will help you
understand how you can better
leverage this power using real
world examples of common search
“tweaks” through demos and
walkthroughs of the necessary
changes. Topics to be covered
will include:
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Expanding SharePoint from a
collaborative tool to an Enterprise
Business Environment (Ronald Simmons)
The Federal Aviation Administration
(FAA) started using SharePoint as a
tool in late 1999. Since that time
the FAA recognized that SharePoint
was much more than just a tool and
expanded the use to become the FAA’s
Virtual Work Environment (VWE) which
accommodates over 22,000 users,
6,400 business suites, 200 business
units, and 1,500 teams. This
environment has been branded
Knowledge Services Network (KSN) and
has received four awards to include
the 2006 Gartner, Inc.,
High-Performance Workplace
Excellence award.
This session will describe the
infrastructure that has made KSN so
successful as an Enterprise Business
Environment. Come to this session to
learn:
-
How to effective use SharePoint
to build your own Virtual Work
Environment to improve business
efficiencies.
-
What are the infrastructure
implications to implement
SharePoint for a large
Enterprise solution.
-
How to identify the risks and
alternatives to mitigate these
risks.
-
What is the Return on Investment
(ROI) and how to present the
business case for management to
recognize the business value of
SharePoint-based VWE.
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Training considerations
to attain successful adoption of
SharePoint - The FAA approach
(Ronald Simmons)
This is the companion session to
"Expanding SharePoint from a
collaborative tool to an Enterprise
Business Environment.". This session
will focus on studying more in-depth
the key components of the Federal
Aviation Administration’s use of
SharePoint to develop their
Enterprise Virtual Work Environment
(VWE). The session will include the
results of studies that identified
two key elements for success – the
use of Adoption rather than
Deployment; and, building the
correct training/learning
infrastructure. Come to this
session to learn:
-
The key elements of an Adoption
approach to rolling-out
SharePoint as an Enterprise
solution.
-
Building an inexpensive but
effective training
infrastructure to assure the
success of using SharePoint to
build a Corporate VWE.
-
Tips and Tricks in SharePoint
site designs to support VWE
adoption.
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Make the most of
your document libraries - importing
and managing large volumes of
documents and data in SharePoint
(Julie Auletta) SharePoint
is a great tool for managing
documents and other electronic
files. As a single point for
information access, it provides
tools such as check in/check out for
version control, document library
archiving, search capabilities, etc.
that are features of very expensive
document management systems. But,
uploading large volumes of data into
SharePoint can be time consuming.
In this session we’ll discuss
tools that will not only help you
with the task of importing large
volumes of documents and data, but
also help to map information from an
old system into SharePoint and to
minimize errors during upload. We’ll
also discuss how you can control
access to uploaded documents once
they are in your portal. This
session is ideally suited for users
who have large volumes of
information in various locations and
who need to provide “read only”
access to some groups of users.
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Web Content Management
in SharePoint 2007 (Bob Mixon)
Microsoft
Office SharePoint Server (MOSS) 2007
has incorporated a new set of
features that allow the publishing
of content to be pushed out to the
owner. In the past, line of
business managers and content
authors had to wait for IT to
publish information to your Intranet
or website. This delay caused your
information to become out of date.
The new Web
Content Management features found in
SharePoint 2007 allows you, as the
content owner, to determine when and
how information is published.
Corporate branding and user
interface consistencies are
maintained, eliminating you from
having to be concerned about them.
In this session
you will see how quickly a Job
Posting solution can be created by
IT and delivered to a Human
Resources department. You will then
see how quick and simple it is to
create new job postings, manage the
approval of and deliver to
employees.
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Planning for
SharePoint 2007 Backup and Disaster
Recovery (Nick Carr)
With the growing popularity and
increased use of SharePoint for
critical business processes and
documents, it has moved to the
forefront of mission critical
applications. Unfortunately, very
few organizations have well
documented SharePoint backup and
recovery plans. Those that do tend
to focus on full disaster scenarios
that involve the loss of an entire
environment, despite the fact that
item-level problems are
significantly more commonplace and
can also be devastating.
In this session, Nick will focus
on the numerous disaster scenarios
that can occur in MOSS 2007, from
loss of an entire farm down to
item-level corruption of critical
documents. He will also discuss
other major problems that can
resemble or cause a disaster for
your SharePoint deployment. He will
highlight how DocAve 4.0 from
AvePoint is designed to address all
of these scenarios and give
SharePoint users and administrators
the peace-of-mind that comes from
having everything covered. |
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Using the New Records
Management Functionality in
SharePoint 2007 (Ricky Spears)
Regulatory compliance has become
increasingly more important for
organizations. Most software
requires that Information Workers do
more than they are already doing in
order to help the company remain in
compliance. However, information
workers don’t want to think about
compliance—they just want to do
their jobs. The extra hurdles of
compliance make the workers
inefficient, or the workers choose
to just ignore the compliance
policies altogether.
Microsoft has built Records
Management features into Microsoft
Office SharePoint Server 2007 that
will allow your organization to
easily set compliance policies at
the server level which are
automatically executed without extra
work and thought from the
information worker.
In this session we will:
-
Explain the out-of-the-box
capabilities of the new Records
Management functionality
-
Explain content types for
organizing documents
-
Configure a central records
repository
-
Set up records management
policies for automation
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Faceted Browsing:
The Nirvana of Content Navigation
(Jeff Cate) With the
volume of documents and information
on the Intranet and Internet
exploding, the problem of finding
what you are looking for seems to
get worse every day. In the
last few years, the development of
new and better search technologies
has received the most press as the
primary solution to this category of
problems. However, behind the
scenes, researchers and software
developers have been working on
another approach known as
"facet-based" browsing. Faceted
browsing offers the user a "guided"
way to find important information.
It recognizes the fact that any
document (or information object)
probably has multiple "facets", and
that different users might select
different facets in their quest to
find the object. In this session,
we will cover the following:
- The basic theory and
research behind faceted browsing
- Some examples of faceted
browsing technology on the
Internet
- An approach to
pseudo-faceted browsing in SPS
2003
- One current project that is
going on to bring a robust
faceted browsing capability to
SharePoint 2007
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List Improvements,
Access 2007 and Tracking Applications
(Jeff Cate) In
SharePoint 2003, Lists are the
foundation for storing and
manipulating data. Many
organizations have gone beyond the
built-in List types such as
Contacts, Tasks, Issues, etc. and
have used the Custom List capability
to create departmental database
applications. Inevitably,
however, some SharePoint List
applications reach the point where
the 2003 product is no longer
suitable for the application.
In this session, we will cover
the enhancements to Lists in
SharePoint 2007 that increase the
usefulness of the product for
database applications. Some of
the new features covered will
include:
- New field types, such as
multi-value fields
- Append-only fields
- Speed improvements using
list indexing
Also covered in this session will
be the significant enhancements to
Access 2007 to more tightly
integrate it with SharePoint 2007.
Access 2007 comes with many new
pre-built tracking applications that
can easily be "upsized" to use
SharePoint 2007 as the data store.
Also, forms, reports and queries
created in Access can now be easily
accessed from a SharePoint web page. |
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Using SharePoint to
Manage and Mobilize Content (David
Carpenter)
Companies spend
up to 25% of their marketing budget
to create sales and marketing
collateral. Many are now turning to
SharePoint as a means of storing and
managing that content. This session
features real-world demonstrations
of how companies like Cisco Systems,
Tektronix, Option One Mortgage and
Corbis use SharePoint to:
-
Organize
marketing collateral for quick
access by the front-line sales
force
-
Index
content to sync up with customer
information requests
-
Allow
external audiences to access
content while maintaining proper
security
-
Enable
delivery of SharePoint content
from mobile devices (Blackberry,
Palm Treo, Windows Mobile), call
center applications, CRM
applications like SalesForce.com
and other workflows
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