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Microsoft Software Assurance SharePoint Deployment Planning Services

SharePoint Engagement Findings and


Recommendations
Prepared for: Prepared by
ADRIS group SPAN ltd
Slaven Grgeta Renato Mestrovic
Title Senior Systems Engineer
{20.9.2017} Microsoft Deployment Planning Services Partner
Version
SharePoint Engagement Findings and Recommendations

Content
Introduction......................................................................................................................................................................................... 2
Strategy Briefing Session Summary ..................................................................................................................................... 2
Session Participant Record ................................................................................................................................................... 2
Business Goals ........................................................................................................................................................................... 2
Business Problem Statement(s) .......................................................................................................................................... 2
Business Solution Statement(s)........................................................................................................................................... 3
Business Users Identified....................................................................................................................................................... 3
SharePoint 2013 Business Services Required ................................................................................................................ 3
Products Required ................................................................................................................................................................... 3
Next Steps ................................................................................................................................................................................... 3
Envisioning Workshop Summary .......................................................................................................................................... 4
Deployment Challenges ........................................................................................................................................................ 4
Solution Requirements........................................................................................................................................................... 4
High-Level Solution ................................................................................................................................................................. 4
Design Considerations .............................................................................................................................................................. 4
Conceptual Design .................................................................................................................................................................. 4
Logical Architecture ................................................................................................................................................................ 5
Physical......................................................................................................................................................................................... 5
Next steps ...................................................................................................................................................................................... 5
Customizations............................................................................................................................................................................. 5
Customizations on the site design level and master page level are performed and demonstrated. Most
important task of the engagement was to demonstrate and implement SharePoint Online capabilities of
connecting to the external sources. .................................................................................................................................. 5
Summary of Customizations Implemented.................................................................................................................... 5
Detailed Description of Customizations .......................................................................................................................... 5

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SharePoint Engagement Findings and Recommendations

Introduction
SharePoint Deployment Planning Service (SDPS) presents key concepts and captures environment requirements for the
deployment of SharePoint within an organization. This document provides a summary of the topics discussed during the
engagement, as well as the vision and recommended next steps for deployment. In addition, any conceptual, logical, and
physical designs that were determined during the course of the engagement have been captured in this document.
In this document, Microsoft SharePoint may be referred to as SharePoint; however, when referring to the environment as a
whole, the term SharePoint is used. Microsoft SharePoint Foundation is referred to as SharePoint Foundation.

Strategy Briefing Session Summary


The Strategy Briefing Session (SBS) comprises the first half of the one day SDPS engagement and is mainly focused on
giving an overview of SharePoint capabilities, understanding the environment and developing a problem statement that
can be addressed by SharePoint capabilities.
The following sections give a summary of the output of this session:

Session Participant Record


The following table summarizes the participants and their expectations.

Name Role Expectations


Slaven Grgeta [Role] Further improvement of the knowledge about general SharePoint Online
capabilities

Business Goals
ADRIS has the following business goals that were identified during this session:
• Primary business goal for ADRIS group is to design and implement single platform which should be used as central
place for work orders.

Business Problem Statement(s)


The following business problem statement(s) were agreed to by session participants:
• Create collaboration environment for viewing and organizing work orders
• Enable mobile access to the platform

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SharePoint Engagement Findings and Recommendations

Business Solution Statement(s)


The following business solution statement(s) were agreed to by session participants:
• SharePoint Online platform is selected as optimal for all business requiremens

Business Users Identified


The following business users were agreed on by session participants:
• Management Board
• Accounting Department
• IT Department
• Procurement Department

SharePoint 2013 Business Services Required


The session highlighted the following SharePoint capabilities and features that would enable ADRIS to achieve their
Business Goals.

Capabilities Features/Business Services


Search Enterprise search is planned

Branding Visual design according to company standards, SharePoint site(s)


branding by site owners

Products Required
Based on the capabilities and features/business services required, the following IW products are needed to build the
solution:
• Office Professional 2013
• Office Professional 2016
• Windows 7
• Windows 8
• Windows 10

Next Steps
The following next steps were identified during this session:
• Develop custom solution for work orders.

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SharePoint Engagement Findings and Recommendations

Envisioning Workshop Summary


The Envisioning Workshop follows the Strategy Briefing Session and is part of the 3-day SDPS engagement. This session
mainly focused on identifying the requirements of collaboration, search, and enterprise content management.

Deployment Challenges
The following key deployment challenges were identified during the session:
• New technology not known to internal IT
• Demonstrating features available to site owners to non-IT employees

Solution Requirements
The following table summarizes the solution requirements based on the discussions held during this session.

Requirement Topic Requirement Detail


SharePoint Online SharePoint Online tenant

Customization of site Look Change visual template

Search Configure search

High-Level Solution
This section outlines the high-level solution based on ADRIS’s solution requirements and deployment challenges.
It is agreed that ADRIS will start with setting up lists on SharePoint Online.
After this SPAN DEV team will develop custom solution based on ADRIS requirements.

Design Considerations
Not applicable for trainings session.

Conceptual Design
Based on the information gathered, the conceptual design of ADRIS’s solution can be illustrated as:
Not applicable for trainings session.

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SharePoint Engagement Findings and Recommendations

Example: Conceptual Design

Customer
Environment

Solution
[ Get y
LOB Data
Web
Document
Management

[ Enter x Web Content SQL Server


Search Management
Users [ Get y

Microsoft
[ Search x Office
Rights Management Identity
Management

Logical Architecture
The Logical Architecture of ADRIS’s solution can be illustrated as:
Not applicable for trainings session.

Physical
The Physical Architecture of ADRIS’s solution can be illustrated as:
Not applicable for trainings session.

Next steps
Based on the findings during this SDPS session, next steps would include:
• Implementation of the customizations

Customizations
Customizations on the site design level and master page level are performed and demonstrated. Most important task of
the engagement was to demonstrate and implement SharePoint Online capabilities of connecting to the external sources.

Summary of Customizations Implemented


Not applicable for trainings session.

Detailed Description of Customizations


Not applicable for trainings session.