Pre-Project Planning -

Pre-Project Planning – Insource will work with you and designated department heads to demonstrate how SharePoint can enable and enhance collaboration in your company. Then we’ll lead a facilitated session to draft an "ideas" list of how SharePoint can be used as a vital tool within the organization. The output of the meeting is a prioritized list sorted by department of all information needed on the Intranet or in the Document Library. We’ll work with you to plan for the implementation of your SharePoint site and we’ll be ready to provide support once the pilot project site is up and running.

Server Installation

• Validate that installation of Server 2007 foundation is correct
• Setup, install, configure SharePoint 2007
• Ensure "rest practices" backup and recovery are in place
• Ensure search engine is functioning properly
• Ensure mail alerts are functioning properly
• Load all existing web parts libraries from the Microsoft Website

'Look and Feel'

• Custom graphics implementation to personalize the site
• Home Page and standardized Department Pages
• Preliminary meeting to review existing company branding
• Facilitate a meeting to gather input from stakeholders for intranet "look and feel"
• Educate stakeholders on out-of-the-box web part and list functionality available for pages
• Choose initial web parts for home page and department pages
• Prepare 3 styles of possible "look and feel"
• Meet with stakeholders to choose a "look and feel"
• Implement the look and feel of the home page and the department pages

Navigation/Taxonomy Planning

• Facilitated sessions with stakeholders
• Examine how information is accessed and types of information to be stored
• Implementation of the taxonomy
• Get stakeholder "signoff" on navigation/taxonomy

Security Model Definition and Implementation

• Define roles for users
• Define User groups
• Define Site Groups
• Define Audiences
• Provide a mapping of content and pages to site groups and audiences

Document Library Definition and Setup

• Determine approval process
• Determine taxonomy of Document Libraries
• Determine if revision history is needed
• Determine location and quantity of existing documents to move
• Specify Meta-data needed for documents

Rollout the Initial Site to Departments, Groups or Extranet

• Administration training
• Security training
• User training

Custom Applications Add-ins

• Web services
• Portal web parts
• .Net applications

Single Sign-on

• Review current sign-on and domain authentication options
• Implement sign-off/on functionality

Integration with Office 2003 or Office 2007

• Workplace integration
• "Search and locate" techniques

Population of Portal Information

• Review current file shares
• Plan the migration of existing documents and how meta-data will be provided
• Convert information from current to SharePoint
• Populate the libraries
• Stakeholder "signoff" on document library content

Integration with Other Applications

• Create interfaces to other application information
• Use application information to display in SharePoint
• Use SharePoint to update other applications

For more information call Steve Miller, Vice President, direct at 281.774.4002 or by email: steve.miller@insource.com