Archive for the 'Business' Category

SharePoint User Group Meeting – Southampton 24 June

The next user group meeting for the SharePoint UK User Group (South) is at Southampton University in the evening on the 24 June. We’ve some great speakers, and SharePint afterwards.

Sign up here http://suguk.org/forums/thread/24475.aspx

Ian

Electronic Records Management (ERM) Using a SharePoint 2010 Records Center (Centre)

As a UK based Brit I will refer to “Centre” rather than “Center”, apologies to overseas readers…

The Records Centre capability in SharePoint 2010 provides relatively straightforward, easy to use, ERM capability. It may lack the sophistication of some specialist high end solutions, but it lacks the price tag as well. For all but the largest, most complex of ERM scenarios, SharePoint 2010 is a product worthy of consideration. In this article, the capabilities and features of SharePoint 2010 Records Centre are reviewed. The target audience is information officers, records managers and similar, who are interested in finding out a bit more about how Records Centres work in SharePoint 2010.

SharePoint 2010 provides two options for ERM, namely Records Centres and In Place Records Management. The latter is suitable for content that is already in SharePoint, and it does not allow for implementation of a fileplan. This article gives an overview of Records Centres in SharePoint 2010.

The home page of an out-of-the-box Records Centre is shown below.

Records can be added by users clicking the “Submit a Record” button, or if content is already in SharePoint there is an option to “Send to Records Centre”, which can be configured to leave a link to the record in the original location. Multiple Records Centres can be configured if required.

Records added to the Records Centre are initially placed in a document library named “Drop Off Library”. At this point they are subject to Content Organizer rules. Content Organizer rules determine the final location of a record, based on its content type and metadata. If a matching Content Organizer rule is found for an incoming record, it is automatically moved to its final destination. If no Content Organizer rules are applicable then the record will remain in the drop off library until correctly classified by a records manager. An overview of Content Organizer rules is given below.

Incoming records are also assigned a unique document ID, which is retained even if the document moves location. This ID can be used to search for the record in future.

The Records Centre Management page is shown below.

Content Organizer Rules

Content Organizer rules specify the target location for records, based on their content type, and metadata. The target location may be a document library or a folder within a document library. A sample rule is shown below.

Rules need to be set for each content type and if multiple conditions are set on metadata then they must all match for the rule to be applied.

Retention Schedules

Retention schedules can be set for content types, or for document libraries and folders. Retention schedules comprise one or more stages, with each stage being triggered by an event (typically a certain amount of time elapsing since the record was created or last modified). When an event occurs the actions that can be performed are

  • Move to Recycle Bin
  • Permanently Delete
  • Transfer to Another Location
  • Start a Workflow
  • Skip to Next Stage
  • Delete all Previous Drafts
  • Delete all Previous Versions

The page for setting up a stage is shown below.

Holds

Holds can be used to retain content related to litigation, investigation or other content. Holds are created by searching for content, as shown below.

It is also possible to manually add or remove items from a hold, subject to having appropriate permissions.

Summary

Overall the Records Centre capability in SharePoint 2010 provides relatively straightforward, easy to use, ERM capability. It may lack the sophistication of some specialist high end solutions, but it lacks the price tag as well. For all but the largest, most complex of ERM scenarios, SharePoint 2010 is a product worthy of consideration.

Of course, there is far more to implementing ERM than the technology, and investment in requirements gathering, information audit, RM policy, file plan and project management is essential. The key, as with all ERM implementations, is to ensure that this work is done thoroughly, and that the fit with the chosen technology platform (SharePoint 2010 or other) is validated.

What’s New in Microsoft SharePoint 2010?

Few software products have the capacity to improve and transform the way organisations work in the way that Microsoft SharePoint does, and in November Microsoft releases a beta version of SharePoint 2010. This will be the fourth version of SharePoint, and the product is showing its maturity with a lot of improvements from the 2007 version. Indeed, whether or not you currently have SharePoint, 2010 is worth a serious look, and in this article we take a look at what SharePoint 2010 will deliver.

As a UK based SharePoint specialist, a question I frequently get asked is “what is SharePoint?” and that question is surprisingly difficult to answer, as SharePoint covers a breadth of functionality that isn’t really matched by other products. According to Microsoft SharePoint 2010 is “The Business Collaboration Platform for the Enterprise & the Web”, and it helps you to

  • Connect and empower people by letting them work together in ways that are most effective for them, whether via a PC or a mobile.
  • Cut costs with a unified infrastructure whether deployed on-premise, in the cloud, or a combination of both.
  • Rapidly respond to business needs by easily designing and creating business solutions with little or no coding.

To help explain in more detail, the functional areas of SharePoint have been split into six areas. So let’s drill down into each of these areas:

  • Sites. Collaborative sites remain at the core of SharePoint. The user interface has improved significantly, and now includes the “Office Ribbon” that was introduced in Office 2007. Different browsers are better supported, and accessibility standard WCAG 2.0 AA is achieved. Accessing SharePoint through mobile devices is improved, and a new tool – SharePoint Workspace – allows documents and data to be worked on offline and subsequently synchronised back to SharePoint. Integration of SharePoint with the Office suite is excellent as you would expect, and interestingly we see the introduction of web versions of Word, Excel, PowerPoint and OneNote, so you can work on documents when using a machine that doesn’t have the latest version of Office installed. Multi-language support is also much improved.
  • Communities. Social networking sites such as Facebook, Twitter and LinkedIn are having a big impact on the way people interact. While many executives and IT managers are suspicious of such tools, it has to be realised that they can bring significant productivity gains, and that employees are increasingly expecting to have them available. Also employees are going to use them anyway, for example through mobile devices when internet access is blocked. So, the argument goes, isn’t it better to provide them internally and retain control? SharePoint delivers social networking primarily through “My sites”, with user profiles, blogs and wikis, status updates, tagging, bookmarking, feedback, organisation charts, and note boards. The functionality is intuitive and easy to use. If you’ve resisted the introduction of such technologies to date, it could be time to look again.
  • Content. If you have been wary of the content management capabilities of SharePoint in the past you will find that many of the shortcomings have been addressed. Managed metadata allows you to define centrally managed taxonomies that can be used to classify and find content. Unique document IDs allow documents to be found later, even if the document has moved. Document sets allow documents to be grouped together and treated as a unit. The records management capabilities have been enhanced significantly, with more options and more control.
  • Search. The SharePoint search has been improved with phonetic search, “did you mean”, refinement of search results, and definitions. Social search enables you to find people with specific skills or talents. For true high end, enterprise search capability that works well with millions of documents there is an option to upgrade to FAST Search for SharePoint 2010.
  • Insights. The business intelligence capabilities of SharePoint have been enhanced. Spreadsheets can be published to Excel Services and access to them controlled, while PowerPivot allows you to use Excel to analyse millions of rows of data. PerformancePoint Services allows you to quickly assemble dashboards with graphs and key performance indicators. Visio diagrams can be rendered in the browser using Visio Services.
  • Composites. Potentially one of the most exciting aspects of SharePoint 2010. Composites are business solutions created using out-of-the-box SharePoint components and tools without the development of custom code solutions or deployment. They promise to allow business solutions to be built in hours or days, rather than weeks or months. Business Connectivity Services allows SharePoint to be connected to external data, and for that data to be updated from within SharePoint. Forms management with Infopath Forms Services is improved, and Access Services allows full Access databases complete with tables, reports, forms and macros to be published to SharePoint and used through the browser.

So how should this upcoming release influence your SharePoint strategy? Clearly, if you have SharePoint 2003 or 2007 there is little point in investing further in it until you have assessed SharePoint 2010 and decided whether or not to upgrade. You may find that the functionality you require comes “out-of-the-box” in SharePoint 2010, or that the business solution you need can easily be built as a composite solution. If you are thinking of deploying SharePoint but have not yet done so, then it makes no sense to embark on a 2007 based roll out now unless you have a really compelling reason to do so.

Of course there is the question of cost to consider, and licence costs have not been announced yet. However one thing you can be sure of – SharePoint 2010 will deliver more functionality at a far lower price than attempting to deliver a similar solution through a “mix and match” approach to software vendors.

Back to PointBeyond web site

Timesheets for SharePoint Tip 2: Billable or Not Billable?

For organisations that do customer-facing projects, it is essential to know the split between billable and not billable time in order to measure utilisation of their staff accurately.

With this in mind, we have recently rolled out an enhancement to Straightforward Timesheets for SharePoint that allows you to easily record and track activities as either billable or not billable.

You don’t HAVE TO use this feature; but if you do – please read on!

Set up of activities

To take advantage of this functionality, when creating a new activity on a project, check that the “billable” checkbox is marked correctly:

- Activities created against projects with a standard setup will be created as “billable” by default;

- Projects marked as “Internal” will have non-billable activities;

- This status can be amended at any stage.

Approval of time entries

During approval, managers will see the “billable – not billable” status of every time entry – and can amend this status if required:

Invoicing of billable activities

After approval of time entries, billable and non-billable time entries will follow a different workflow:

- Entries marked as billable will be sent to the invoicing screen for the review of administrators who deal with raising customers’ invoices;

- Not billable time entries will by-pass the invoicing screen and will be marked as “Invoiced” immediately after being approved.

Reports

The status of activities will be clearly marked in all reports.

Here is one example of an out-of-the-box report that shows the split between billable and not billable activities:

To find out more

To learn more about Straightforward Timesheets for SharePoint software, come to our webinar or drop us a line at contact@pointbeyond.com. We will be very happy to assist you further.

Speak to you soon,

Ksenia

Back to PointBeyond web site

Timesheets for SharePoint Tip 1: Easy as ABC

Here at PointBeyond, we believe your time is precious, and that as an employee or consultant, you want your timesheets software to allow rapid and accurate time entry so that you can move on to more exciting tasks sooner.

With this thought in mind, we designed an interface that allows you to quickly pull in your projects and swiftly fill out the time.

Today’s tip of the day will focus on the time booking screen.

Booking screen functionality

- Set up a timesheet in as few as one click;

- Copy data from the previous week’s timesheet;

- Tab around the time booking screen;

- Enter notes;

- See time remaining on every activity;

- Copy, paste and clear data very easily.

New timesheet – copy from previous week

Time booking screen

If you already have a timesheet filled out last week on the system, and this week is similar to the previous one, you can copy previous week’s entries in one click and be set up ready to review the entries – and submit your timesheet after the second click.

Brand new timesheet

Alternatively, if this week you worked on a different mix of projects, or if you’ve not already filled out a timesheet last week, you can get started in just three easy steps:

- 1. Click “Add Activity”

- 2. Choose to pull in either All activities, activities with time remaining, -activities on external projects in one easy click – or select individual projects;

- 3. Book time!

Set up a brand new timesheet

Navigating around the screen

As you select your activities, you will see how much time you are able to book to them. This is specified and maintained your project manager.

Once in your timesheet, you can tab around it using your keyboard. A comments field to your time entry will open and close as you navigate around the screen. Comments can be made mandatory or optional by your system administrator.

To speed things up even more, you can quickly clear data from a particular day, copy data from the previous day, or copy it to the rest of the working week:

Easily fill out your timesheet

You can also quickly remove whole rows on the screen, or clear data in rows, by ticking the required rows and usign either “clear times” or “remove” buttons.

The “days remaining” column will continue tracking how much time you have left as you navigate around the screen. If you exceed your allocated time, this will be clearly flagged and you will not be able to save your changes until this has been rectified or your allocation updated.

Saving and submitting

If you are making some changes to your data, don’t forget to save it periodically to avoid losing your changes.

Hopefully in no time at all your timesheet will be ready – so you can click “submit” to complete the task and send it to your managers for approval.

To find out more

To learn more about Straightforward Timesheets for SharePoint software, come to our webinar or drop us a line at contact@pointbeyond.com. We will be very happy to assist you further.

Microsoft Partner Networking event 7th Oct

We’d like to say thank you to everyone who took the time to talk to us at the Microsoft Partner Networking event yesterday at Wembley.

It was a great occasion to meet so many Partners and introduce ourselves to the Microsoft community.

Over the next day or so, we’ll be getting in touch with everyone who showed interest in our products and services, and in our special MS Partner October offer of Timesheets for SharePoint.

To help you make a decision about PointBeyond products, we are now running webinars. To book a place, you can go to our website and choose from the available options.

We also noted that many of you are interested in further collaboration and reselling opportunities, something that we are also keen to pursue - we’ll be opening up a dialogue about this with interested parties very shortly.

Once again, great event, and very happy to have met you!

Ksenia Woodgate

Back to PointBeyond web site

Calling all Microsoft Partners: Meet PointBeyond at the Partner Event, Wembley

PointBeyond is going to be at a Partner Pod at Wembley on Wednesday 7th October.

Come and see how Straightforward Timesheets for SharePoint is benefitting other Partners, and to get details of a very special offer!

See you there!

Ian and the PointBeyond team.

Back to PointBeyond web site

PointBeyond at the Microsoft Partner Network 2009

Meet PointBeyond at the Microsoft Partner Network 2009 event on 7th October 2009 in Wembley, London. This day is promising to be a big and exciting event – possibly the largest one ever held for Microsoft Partners.

Our team at PointBeyond is very pleased to confirm that we will have a “partner pod” on the day.

We look forward to meeting as many of you as possible at the event, and presenting our software – Straightforward™ Timesheets and Expenses – which is built by partners for partners.

Back to the PointBeyond web site.

Holiday tracking with Straightforward Timesheets

We are often asked whether Straightforward Timesheets allows one to track holidays. The short answer is yes, it does.

If you set up a project and mark it “internal”, you can then create an activity called, for instance,  ”Holidays 2009″.


You can set these activities up to have no overall time limit on them – setting maximum days to Unlimited.

The control of who can book how many days to holidays will come at the next stage – when employees are assigned to the activity. As employees are assigned to activity = “Holiday 2009″, you can specify their holiday allowance as the maximum number of days they can book here. For instance, it might be 25 or 27.

At the end of the calendar year 2009, if days not taken as holiday leave remain on an employee’s account, an Administrator should edit the allowance and zero it out. After that, an employee will not be able to book any more days to “Holidays 2009″.

At the same time, an Administrator should create the next year’s holiday activity on the system – “Holidays 2010″, and allocate employees to it again.  

If a carryover of days is allowed in your organisation, days not used up in 2009 can be added to the employee’s holiday balance.

If you have any queries on this, let us know via contact@pointbeyond.com.

Ksenia Woodgate

Back to the PointBeyond web site.

New date for the ICS SharePoint Showcase: 11th Nov 2009

Note the date change: the ICS Solutions SharePoint Showcase has been rescheduled to 11 Nov 2009.

PointBeyond will be amongst the presenters.

The free Showcase event allows you to see the best SharePoint applications and services under one roof. You can choose to attend general presentations, and arrange one-to-one meetings with the vendors most relevant to you.

To book a place please visit the ICS Solutions web site http://www.ics.net/sharepoint-seminars.aspx?seminar=SS#SS

Back to the PointBeyond web site.

Next Page »


Our Contributors:

Ian Woodgate, MD; Sam Pike, Senior Consultant; Andrew Webster, Senior Consultant; Chris Edgington, Business Development; Ksenia Woodgate, Senior PM

 

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