In the previous
article, we understood the concept of user-self-service to
speed up team work. In this article we will explore some examples
and address common IT concerns.
Sharing using a central
website
The alternative to sharing data / documents using a central website
is much simpler and faster than using a File Share or e-mail.
Sharing is so common that IT simply cannot control it.
Scenario: Calendar sharing
Usually calendar sharing is done using the messaging system.
Sharing your calendar with many team members is a very cumbersome
process. It also exposes your personal appointments to team
members, which is not desirable.
Using a central site
1. Create a central site for each
project (or customer / initiative)
2. Create a calendar on
SharePoint
3. Assign contribute permissions to
the team members
4. Send the URL of the calendar to
everyone
5. Each user can now see the latest
calendar in a central place
But that is not all. What if you are travelling without access
to the Intranet? You can get offline access by connecting a
SharePoint Calendar to Outlook. This is a one-time task. Once
connected, the calendar can be managed in Outlook. You never have
to go to the website again. This way, changes made by each team
member are automatically known to all other team members, online as
well as offline. IT does not have to participate in any of this
ad-hoc collaboration.
Scenario – Gathering
data
This is a very common requirement. Someone creates an Excel format
and mails it to others. Data is entered and sent back to the
originator. Now there are multiple Excel files which need to be
manually combined.
Since data gathering by users is ad-hoc and the format as well as
target audience changes often, IT cannot develop a formal
application for it. This sounds like a problem that cannot be
resolved.
Using a central site
1. Create a list in SharePoint
2. Specify the columns you need (just
like creating a format in Excel)
3. Assign permissions to contributing
users. They will simply receive the URL of this list.
4. There is a security setting to
control the visibility of data. Users can only see and edit the
data they enter.
5. Users can add data directly on the
web page
6. When the owner of the list logs
in, data from all users is shown. No manual copy paste is
required.
7. Finally data can be exported to
Excel (and refreshed from the Excel site)
Alerts
How often have you been told, “Let me know when you finish
this work” or “Update me when this is done”?
Technically this is called ‘Notification.’ The person
doing the work is responsible for sending a notification about the
progress of the work.
SharePoint can manage this responsibility for you. Users can ask
SharePoint to “let them know when something changes or a task
is updated or new items are added.” This facility is called
‘Alerts.’ Setting alerts speeds up business processes
and execution.
Creating sites as per business
needs
When SharePoint sites are created, they are empty by default.
Depending upon business needs, the site owner can assemble a site
from a large number of components. Sounds like lot of programming
and technical tweaking? Not at all! It is something business users
can do with minimum training.
Assembling the components
Based upon the business requirement, you can choose the right
combination of components to create the site. Here is an example.
Suppose there is a crisis and you have created a crisis management
team. That team has to work very closely and efficiently to get
over the crisis. Here is how you could assemble your
site…