My Diigo bookmarks for the week

  • tags: linkedin guide

  • tags: sharepoint template

  • tags: funny european Europe maps stereotypes

  • tags: pharma drugs licence

  • tags: organization hofstede CULTURE powerdistance behaviour

  • tags: sharepoint

  • tags: ReverendFun.com cartoon

  • is the circle crumbling?

    tags: Google+ socialmedia people

Posted from Diigo. The rest of my favorite links are here.

#ECMJam 3 – SharePoint & ECM

Yesterday, the third #ECMJam was held. A lot of people were involved and it was a very interesting discussion about

the place of SharePoint in the world of ECM.

Bryant Duhon was the Jam facilitator. Check out his “Introductory” post here (http://www.aiim.org/community/blogs/expert/ECMjam-SharePoint-and-ECM).

There were a number of Questions that formed the basis of the discussion. These were:

Q1: Is there problem with #sharepoint expectations, marketing, or the product itself?
bduhon
August 11, 2011
Q2: #SharePoint / #governance — how to do it for real (in 140 characters or less!)
bduhon
August 11, 2011
Q3: Is there/has there been a backlash vs. #SharePoint? http://ow.ly/60GnJ
bduhon
August 11, 2011
Q4: What does #SharePoint do well ootb? What doesn’t it do?
bduhon
August 11, 2011
Q5 Can #SharePoint solve #collab and DM problems for larger companies, as well as smaller? Can/does it really scale?
bduhon
August 11, 2011

Each question raised some interesting responses.

With regards Question 1, there was a feeling that SharePoint was not quite an ECM application:

#ECMjam A>Q1 Sharepoint is no #ECM system when you take the #AIIM definition as reference
PROJECTCONSULT_
August 11, 2011
#ECMjam A>Q1 Sharepoint claims to be #ECM, but a lot of ECM vendors make money enriching SPS2010 with ECM functionality
PROJECTCONSULT_
August 11, 2011
Q1: There’s a problem with expectations! #SharePoint isn’t the be-all/end-all too many folks seem to believe.
steveweissman
August 11, 2011

Others pointed out that the problem isn’t with what the product, itself, can do, but with the “misunderstanding” of what SharePoint actually is.

Q1: IMO, SharePoint “problem” is not with product as much as with misunderstanding of what, why, where, how it can/should be used.
lehawes
August 11, 2011
Q1 Agree that SP does a lot and what it does, it does well. TCM is the big gap. #ECMjam
inoldland
August 11, 2011
Q1: #sharepoint is a platform, but was sold as a product. Leaves users spending $$$ to get what they were promised #ecmjam
danieloleary
August 11, 2011
Others expanded on this, and discussed what ECM should actually be, as well as pointing out that after the “purchase” of SharePoint, extra costs.
Q1 you can not achieve ECM with 1 product or a platform, SP still does not provide scanning OOTB #ecmjam + you need PM consulting & techserv
shadrachwhite
August 11, 2011
Q1 Saw recent data from a SP conf that for every $1 of SP license it sells, partners sell $6 of services. Underscore OOTB issue. #ECMjam
inoldland
August 11, 2011
Q1: So expectations are over-hyped and fueled by microsoft to make #SharePoint out as more than it is. #ECM #ecmjam
bduhon
August 11, 2011
Q1. As follow up to my previous comment, from my standpoint, people just seem to buy software as a panacea. Why not more plan 1st #ecmjam
bduhon
August 11, 2011
Q1. My theory, it’s from Microsoft, so folks believe it’s just going to be out of the box #ECM. #ecmjam
bduhon
August 11, 2011
And not just by Microsoft RT @bduhon: Q1: So expectations are over-hyped and fueled by microsoft #ECM #ecmjam
steveweissman
August 11, 2011
Too hard, too long, too obvious! RT @bduhon: Q1. people just seem to buy software as a panacea. Why not more plan 1st #ecmjam
steveweissman
August 11, 2011

Question 2 (SharePoint and Governance) was met with a unaimous response – PLANNING & CONTROL

#ECMjam A>Q2 #Sharepoint governance needs good planning and administration esp. in distributed environments
PROJECTCONSULT_
August 11, 2011
4 characters: P-L-A-N. 5 characters: T-H-I-N-K RT @bduhon: Q2: #SharePoint/#governance: how to do it (in 140 characters) #ECM #ecmjam
steveweissman
August 11, 2011
#ECMjam Q2-You can define segments of SP with different technical restrictions to assist in governance (e.g. size quotas for team sites)
DerekPunaro
August 11, 2011
Q2: #sharepoint governance must be both centralized and distributed. Policies set by org, solution design by business units. #ecmjam
lehawes
August 11, 2011
#ECMjam A>Q2 Viral, uncontrolled installation and usage of #Sharepoint is the death of every information management governance!
PROJECTCONSULT_
August 11, 2011
One of the advantages of SharePoint is that is puts the administration, and “growth” of a site into the hands of the end-users (empowers). But this is also a disadvantage. Sites can expand and spread “virally”. The discussion touched upon this.
Q2: Governace requires planning up front and RIM on the back. Can’t be done with a full featured ECM #ECMJAM
incontextmag
August 11, 2011
Q2 @piewords “Viral w governance can work.” Sort of like a organizational social media policy? #ECMjam
inoldland
August 11, 2011
More involved but yes RT @inoldland: Q2 @piewords “Viral w governance can work.” Sort of like a organizational social media policy? #ECMjam
piewords
August 11, 2011
Q2 so how do you explain governance to an end user and get them involved? Easy to say, hard to do #ecmjam
danieloleary
August 11, 2011
There, and in CIO office (and in Redmond?) RT @bduhon: Q2. So #governance is where a hammer is needed? #ECM #SharePoint #ecmjam
steveweissman
August 11, 2011
Q2. So, @danieloleary @jessewilkins: #governance is where a hammer is needed? #ECM #SharePoint #ecmjam
bduhon
August 11, 2011
The discussion surrounding this question ended with a few good points that summed up the use of governance in a SP environment. It is useful, but needs to be applied sensibly.
So what kills #SharePoint? RT @incontextmag: Q2: SP doesnt kill governance. People kill governance. #ecmjam
steveweissman
August 11, 2011
Q2: SP doesn’t kill governance. People kill governance. #ECMJAM
incontextmag
August 11, 2011
(Answer) So what kills #SharePoint? Governance! (sometimes) RT @incontextmag: Q2: SP doesnt kill governance. People kill governance. #ecmjam
steveweissman
August 11, 2011
Question 3 (Is there/will there be a backlash against SharePoint) was very much related to expectations.
Only against over-inflated expectations. RT @bduhon: Q3. Is there/will there be a backlash against #SharePoint? #ECM #AIIM #ecmjam
lptacek
August 11, 2011
#ECMjam A>Q3 #Sharepoint is already outdated compared to mobile and apps
PROJECTCONSULT_
August 11, 2011
After 10 yrs? Seems to me we should have seen one already. #ECM #AIIM #ecmjam
steveweissman
August 11, 2011
#ECMjam A>Q3 #Sharepoint is too complex in relation to consumerisation of #collaboration & #ECM
PROJECTCONSULT_
August 11, 2011
Q3: There surely is a @sharepoint backlash, but it’s misguided, because it’s based on the misunderstandings we discussed re: Q1. #ecmjam
lehawes
August 11, 2011
Q3 Backlash will come only if SP doesn’t deliver value. Same reason there’s backlash against anything. (Apologies to Susan Faludi.). #ECMjam
inoldland
August 11, 2011
Q3: SharePoint has a place, but it’s not a mass market tool. It won’t ever be the Facebook of ECM #ecmjam
danieloleary
August 11, 2011
In the end, this comment was made:
Q3: The problem is that they market it as ECM but ECM is a category and no one product is all ECM. #ECMJAM
incontextmag
August 11, 2011

But someone pointed out:

Only in our circles; elsewhere they promote other stuff (eg, collab) RT @incontextmag: Q3 The problem is that they market it as #ECM #ecmjam
steveweissman
August 11, 2011

Question 4 discussed what SharePoint did well, and what it did not do well.

While this question didn’t generate the same discussion as others, there were some interesting comments.

The “does well” comments included:

Q4 SP does sharing, collaboration and portals very well OOTB. It does not handle high-volume, transactional stuff well. #ECMjam
inoldland
August 11, 2011
Easy way to share Office docs. Replacement for file shares. RT @bduhon: Q4: What does #SharePoint do well ootb? #ECM #AIIM #SP2010 #ecmjam
lptacek
August 11, 2011
Q4 – Collab & portals are good. Governance, transactional content, capture weak. #ecmjam #ecmjam
mtwessel
August 11, 2011
#ecmjam Q4: Good: Basic document management. Huge improvement over shared drives. Bad: Dependent metadata and field validation.
DerekPunaro
August 11, 2011
Q4 SEARCH! In 2010 they nailed it, wish every platform was as functional #ecmjam
danieloleary
August 11, 2011

Whereas, the “does not do well” included:

Q4 SP doesn’t do BPM well. Managing docs from outside an org’s four walls that need to be processed. #ECMjam
inoldland
August 11, 2011
Q4: Doesn’t physical records management, BPM, transactional content management, scanning & capture, archiving & library services #ECMJAM
incontextmag
August 11, 2011
Q4 – Weakness: Seen many orgs empower depts to make their own teamsites, but result is too many silos and no enterprise governance #ecmjam
mtwessel
August 11, 2011
Q4: SP default is to store as blobs, inflating the DB, but if you do much you need a SP work around. #ECMJAM
incontextmag
August 11, 2011

Question 5 asked “Can SharePoint solve collaboration and DM problems for larger companies as well as for smaller?

Generally it seemed that while SharePoint was useful for a small company, the administration, and maintenance requirements were too high to make it practical.

#ecmjam Q5 SharePoint has always been able to scale the difference is it puts it in the users hands front end, versus other ECM backend
rileybeebs
August 11, 2011
#ecmjam Q5 so scaling requires more planning, but absolutely can scale for large companies
rileybeebs
August 11, 2011
Q5 the time to live and staffing requirements are too much for small business, #sharepoint is a better fit for larger orgs #ecmjam
danieloleary
August 11, 2011
#ECMjam A>Q5 #Sharepoint can solve DM problems in smaller orgs but is some overkill in regard to admin
PROJECTCONSULT_
August 11, 2011
Q5 no 4 SMB’s. lack time and IT resources. rely on specific OOTB and references to their biz/problems that dont exist #ecmjam
SteveatFB
August 11, 2011
Q5: Technically (performance, scaling) Yes, but for the features and manageability No. #ecmjam
Tomkan
August 11, 2011
The discussion also touched upon the scalability of SharePoint, as well as its use in the Cloud.
Short ans: yes. Better ans: yes, but, with “but” = may require 3rd pty apps RT @bduhon: Q5 Can #SharePoint really scale? #ECM #AIIM #ecmjam
steveweissman
August 11, 2011
Q5 the best way to scale sharepoint is to run in the cloud #ecmjam
shadrachwhite
August 11, 2011
What kind of cloud? Cloud cloud or VM? [email protected] : Q5 the best way to scale sharepoint is to run in the cloud #ECMJAM
juliecolgan
August 11, 2011
#ECMjam A>Q5 #Sharepoint as Office365 SaaS might be the solution for SMEs
PROJECTCONSULT_
August 11, 2011
@bduhon q5 Not yet. There is promise for the future for SP for SMBs with Azure and the future cloud platformed SP in dev. #ecmjam #AIIM
nickinglis
August 11, 2011
Q5 Wondering if performance is an issue as SP scales (when it does). #ECMjam
inoldland
August 11, 2011
#ECMjam Q5: We’re 26,000 people. SP scales, but it needs careful focus and planning.
DerekPunaro
August 11, 2011
Q5: hmmm. Scale in what way? functionality … no. of users … geography … ? #ecmjam
steveweissman
August 11, 2011
So it was  a very interesting discussion with a lot of interesting comments.

For a read of the actual tweet stream, click here (http://www.hashtracking.com/fast-report/?hashtag=ecmjam)

  • TakingAIIM
  • A meeting of the great ECM minds – the #ECMJam (markjowen.com)
  • AIIM White Paper on SharePoint Deployment (arnoldit.com)
  • A Tip for Adding Muscle to SharePoint (arnoldit.com)

“Selling” something new to the users – a case of how NOT to do it

selling user adoption

Once upon a time, in a far away land, I was present at a demo that a vendor was giving to the end users of a Document Management System. These are users that had worked with the native client (the end-user application) of the DMS for many years. They knew how to make it sing and dance.

The vendor had worked with this customer for many years, and there was a good relationship. The vendor knew how the customer’s business worked. They knew because they were also the vendor of the Document Management System in use, and had originally worked with the customer to set up the system to match the customer’s requirements.

So, there we were. In a conference room. A representative of the vendor stood up front. As well as that there were 4 other people from the vendor in the audience – a technical guy, a subject matter expert, some from the vendor’s product development, and a client manager.

We waited in anticipation. The vendor was going to show us new technology that would allow the user to access the Document Management System via SharePoint using a web part. Not only could we access the documents, we would be able to interact with the document, and attach it workflows, etc. And all this via SharePoint. This had great potential. It meant that we could create “work areas” customised to the users’ requirements. And the specialised web parts could be configured to returns documents that meet specific criteria.

One thing I need to point out is that the users were not familiar with SharePoint, and certainly not with the concept of web parts. This was new technology for them.

The vendor’s representative coughed. Everyone went quite. Then the representative (who required no introduction as everyone had worked with him at one stage, or another) explained that the technical guy had created a  working system that he would use to introduce the new technology. He hit  a button on his laptop, and the overhead screen in the room flashed to life.

And what did we see. The vendor had created a SharePoint site, and on it were more than 10 web parts. In two columns. Each showing objects from the Document Management System in various forms (one web part showed an inbox showing workflow tasks, another was a single-box search web part, one had an extended search facility showing, one was for browsing a tree structure of folders, others had specific queries behind them.

The vendor carried on talking about what a web part is, and what each web part did, and, the eyes of the users started glazing over. It was too much for them. This was new technology, and a new way of working. What the vendor showed was too much at the same time. The users were confused. And you could tell by the body language that the users were against what  the vendor was telling them.

During the presentation, the vendor would be describing a specific web part and the functionality that it provided.

Several of the more entrenched users (those who had been doing their job since day one, and were damned good at it) would make comments like “This is not how we do it.”, or “We do things differently here.”

I cringed as the presentation died a quick death. The vendor had not planned properly for this audience. Even the managers in the audience were confused by what was being shown. After the everyone had left I approached the vendor, and got into a discussion with him about what had happened. After much analysis, the following was agreed:

  • The vendor hadn’t realized that the technology was so confusing. He works with it every day, and, for him, it was second nature. He had not looked at it from the perspective of his audience.
  • Too much was presented at the same time. The vendor should have chosen three web parts that provide the base functionality that matched what the users do on a daily basis. Then, once that had been explained, the other web parts could have been introduced.
  • There was no “education” done first. The vendor could have started with a explanation of what the new technology was and how SharePoint and web parts worked.

These are all basic things. New ways of doing things, new technologies need to be introduced gently. The users need to be held by the hand as they are shown. And then step by step. The more the users feel comfortable with something he easier it is to take them to the next step, and the more open they are to making suggestions of their own. This allows them to think innovatively.

But what had the vendor done? Strapped everyone in to their stools and bombarded their senses with new, and different concepts? And at all at the same time?

What was disappointing was that the vendor was no stranger to the customer. As I mentioned above the customer company and the vendor company had worked together for years. The vendor knew what the users did.They knew what the users knew.

The vendor left promising to do a better job next time. That they would definitely take the softly, softly approach. And because they did have a relationship with the customer, that was OK. However, know they had the extra burden of having to re-convince an already resistant audience.

  • Make the Cut: Top 10 Tips for Answering an RFP
  • Three Tips to Guarantee You Rock Your Next Presentation

New & Classic – Ways that SharePoint & Traditional ECM systems can play together

In this post I look at some SharePoint-ECM Integration scenarios.

————————————————

The AIIM SharePoint Master course material that I am studying at the moment presents 4 scenarios about how SharePoint can be used alongside, or integrated with, traditional ECM systems.

These are:

1. External Storage Provider

In this scenario, SharePoint is used to manage indexes, metadata, user presentation, etc, and the ECM application manages content storage/retrieval

2.  External Repository of Record

In this, all content is managed in SharePoint, until it is declared a record. Then a copy is pushed into the ECM application, where it can only be accessed by Record Managers. SharePoint provides the user interface where documents are created, and edited. The ECM application handles the security, record retention, etc of the document once it has the status of a record. Content only gets into the ECM app via SharePoint.

3. Cooperative

In a cooperative scenario, all documents are created in SharePoint, where they can be edited, etc. The ECM system  is used to manage and control documents that have the status of a Record. Unlike the External Repository of Record scenario, in the Cooperative scenario, content can only exist in one system at a time.

4. Portal

In this scenario SharePoint acts merely as an interface into the ECM app. All documents are created, and managed there.

In researching this further, I came across  Andrew Chapman blog “Never Talk When You can Nod“. In it he covers the use of SharePoint with existing ECM systems a lot better in his .

Andrew offers 8 scenarios. I won’t regurgitate all of what he has written (you can read the posts yourself – see link at the end of this post), but I do want to summarise his 8 scenarios, and discuss where the AIIM scenarios match. (Andrew has got some really cool images on his post that visually represent each of the 8 possibilities beautifully. I’ll use this as well, but remember, they came from his site 🙂

Andrew Chapman’s 8 Reference Architectures

——————————————————————–

1: Keep Systems Separate, Restrict Usage.

 

1: Keep Systems Separate, Restrict Usage.

Content is moved manually from SharePoint into the ECM application.

2: Loosely Coupled Solution

2: Loosely Coupled Solution

Content is moved from SharePoint into the ECM application based on some rule, or event.

3: Use SharePoint as a Portal Container

3: Use SharePoint as a Portal Container

SharePoint uses Web Parts that allow content from the ECM application to be seen, and at the same time, other Web Parts that allow the user to interact with content in SharePoint.

4: Passive Unification in Web Part

4: Passive Unification in Web Part

SharePoint contains Web Parts that allow a user to see content from both the SharePoint system, and the ECM system. This is from within the same Web Part. The user is unaware that the documents are located in separate systems.

5: Active Unification

5: Active Unification

Similar to Architecture 4 except that in this Architecture, the user is able to perform more complex operations with the content (managing versions, attaching objects to versions, etc).

6: Passive Back-end Aggregation

6: Passive Back-end Aggregation

An aggregated view of all the content stored across all libraries in created in the ECM. This aggregated view could then be used to make security decisions, perform risk analysis, monitor file usage, etc.

7: Active Back-end Aggregation

7: Active Back-end Aggregation

All content is aggregated from SharePoint into the ECM system where it is managed, and controlled.

8: Synchronized, Intelligent, 2-way Shortcutting

8: Synchronized, Intelligent, 2-way Shortcutting

As with Architecture 7, all content is transparently moved from SharePoint into the ECM system. However in this scenario, users can still act upon the document directly from SharePoint.

—————————————–

As you can see, Andrew Chapman has put a lot of thought into the various possibilities of SharePoint and tradition ECM systems working together.

Looking at what the AIIM SharePoint course material mentions, and comparing it to Andrew’s various architectures, there are close correlations – the AIIM scenarios match the first four of Andrew’s Architectures, with the last four describing variations on the Portal concept.

Andrew Chapman’s post: Eight Reference Architecture Organizer

—————————

AIIM SharePoint Master Course – Day 2, 3 & 4

Day 2 was the second day of the Practitioner’s part of the course. The day was very similar to the previous day – we covered the course material, which Mr English interspersed with real world examples, along with “Bill’s take” on a particular subject. The members of the class also contributed with their own experiences.

To summarise, on Day 1 we covered:

  • Product
    • Core Capabilities
    • Components and Parts
  • Function
    • Records Center
    • Document Libraries
    • Imaging & Capture
    • Report Management
    • Forms Design
    • WCM/Sites
    • Workflow & BPM
    • Email Management
    • SharePoint & MS Office Integration

On Day 2, we covered:

  • Design Elements
    • Content types
    • Classification
    • Search
    • Workflow
    • Communities
  • Infrastructure
    • Architecture
    • Governance
    • Site Provisioning
    • Admin & Maintenance.

The Practitioner’s course gave a good overview of the capabilities of SharePoint 2010 within the framework of content and records management. The people attending were made up of consultants, Record Managers, Business Managements and similar. When necessary Bill would delve into the technical realm of specific parts of SharePoint 2010, but this was not frequent as the course was not a technical one.

On Day 3 we started the Specialist course. The class was smaller as several people had only been attending the Practitioner’s part.

The material covered for the Specialist course included:

  • Assess
    • Information Gathering
    • Strategy
    • Business Case
  • Transition
    • Documenting Requirements
    • Records Management
    • Governance
  • Implement
    • Customisation
    • Integration
    • Migration
  • Sustain
    • Change Management
    • Test, train, sustain

Initially I felt that a lot of the material covered in the Specialist course could be used in any ECM decision making process.

However, upon re-reading the material I see that it is applicable to SharePoint, in the sense of deciding whether SharePoint is actually the best solution for the business needs, as well as outlining SharePoint strengths and weaknesses. Many useful assessment and decision making strategies tools are described.

Much of what was covered in this course, was of a “dryer” nature (i.e. more conceptual) than in the previous course, and this would result in a slight drop in the attention, and enthusiasm of everyone.

Because many of Microsoft‘s definitions, or descriptions, do not quite match the global “standard” definitions/descriptions found in the Industry (in Records Management for example), often there would be healthy discussions. The specific functionalities of SharePoint were often questioned and the “intended purpose” of such functionality was debated. These times were really valuable, as everyone present had a good understanding of “real” Records Management.

At the end of the course we were presented with an 8 page Case Study. There were three assignments that, because of their group nature, were to be completed during the course, with a third assignment that needed to be done outside of the course, and then presented to AIIM. This, along with passing an online exam are requirements for achieving SharePoint Master Certification.

I felt that two days was not long enough for this course (especially if done in a class). As mentioned in my post on Day 1, the value of doing such a course in the classroom is the ability to ask questions, get feedback on comments, as well as expanding on topics through describing “real-world” situations. This requires extra time, and often we found we were racing through the material, so that we would have enough time for the Case Study assignments.

However, besides that one comment, I really enjoyed this course, and was happy with the material covered. As mentioned, the AIIM SharePoint Master Class is not a technical course, but one designed to describe the concepts and technologies of SharePoint as well as the best practices for implementing SharePoint. I think the course achieved that.

Calculated columns in SharePoint

Investigating an interesting, and unexpected, result from indexing a calculated column in SharePoint at the moment.

My research led me to a Microsoft site with examples of formulas used in Calculated columns.

The link to the site is:

http://office.microsoft.com/en-us/windows-sharepoint-services-help/examples-of-common-formulas-HA001160947.aspx

  • Microsoft SharePoint Server 2010 Business Intelligence Insights Training (obieosobalu.wordpress.com)
  • A Tips Spreadsheet for SharePoint Columns (arnoldit.com)
  • SharePoint: On Premises and in the Cloud (arnoldit.com)
  • AIIM White Paper on SharePoint Deployment (arnoldit.com)

The importance of real End User Acceptance testing

Importance of End User Acceptance testing

Here’s a real-life story that shows the importance of End User Acceptance testing and what happens if this is skipped.

———————-

Just doing an upgrade

I was a systems analyst in a project for a client once that involved an upgrade for an Enterprise Search application. The application allowed users to locate documents that were scattered across different locations and was one of the important tools that the users relied on to do their job.

The tech guy who was doing the upgrade had worked many, many hours.

The job was not complex, but the server on which the application was installed was also used for other things and so, there were starts and stops as others demanded their own slice of time to do maintenance on other apps running on the system.

Time to test

Finally, Techguy had finished the upgrade. He made sure that all the settings were still correct and that the software was still able to give the logged-in users access only to the documents that they were allowed to see.

Techguy ran the software and checked that there were no errors.

Everything looked fine. The documents were being returned OK.

He did further testing, by physically eyeballing a document in the system, checking the content, and then doing searches on various metadata, as well as content searching. Yep, system worked well.

Techguy even performed Regression Testing, following a scripted Regression Test that he had written. It went through the whole process of creating a document, sending in for review, getting it approved, changing the status of the document, etc.

Everything checked out beautifully. Techguy proudly confirmed that the system was working fine.

Then the errors started

Then the users were allowed back onto the system. Within hours, tickets issues were being lodged. It seemed that the documents that were being returned in a Search were not opening. The user would click on a search result, and get greeted with a page not found error.

Techguy was called back in. He started looking at the system. Everything looked OK. He was told to look harder. After much scratching of head, and flicking back and forth between various screens Techguy looked up sheepishly. “He had forgotten to add one critical setting – the address of the computer that would allow a document to be displayed.

It turns out that all the Search application could talk with most of the computers involved, but when it came to doing the indexing, but when a request was made to open a document from the search results, a different mechanism was used. If the address of another server is not correctly entered, then a big fat nothing happens when a user clicks on a search result.

End User Acceptance testing – Test as a user, not as a techie …

Techguy was just that – a tech guy. When he did the upgrade he was a tech guy, and when he did the testing he was a tech guy. And

When he did the upgrade he was a tech guy, and when he did the testing he was a tech guy. And as a tech guy, he had focused on the technical side. He had made sure that all the main knobs had been turned, he had made sure that the process of indexing was working fine. He had even made sure that the system was returning search results as expected. The one thing that he hadn’t done was to try and open one of the documents that was returned!

 

Techguy’s oversight raised a very important point.

As well as technical guys doing technical testing, end users are also required to do end-user testing.

Why? Because the end user does stupid things that the technical people never expect…they actually use the system. And, even if there is a Standard Operating Procedure in place, users tend to use systems in ways that the technical guy would never think of.



Recommended Resources 

[Important Disclosure]



Udemy Courses
The Best Software Testing Training You Will Ever Get
Software Testing,QA Testing, Manual Testing,SDLC,Test Plan
An Intro to Software Testing: Ultimate Guide for Testers
Software Testing
Testing In Agile

Case Study – A social Content Management system

social Content Management system

A social Content Management system

What is a social software system?.  In this post, I discuss this very question and look at a fictional company to determine whether their Content Management system is a social one,or not.

7 Social Software Elements

Seven Social Software Elements

In a 2007 post, Gene Smith defines seven social software elements.

These were:

  • Identity – a way of uniquely identifying people in the system
  • Presence – a way of knowing who is online, available or otherwise nearby
  • Relationships – a way of describing how two users in the system are related (e.g. in Flickr, people can be contacts, friends of family)
  • Conversations – a way of talking to other people through the system
  • Groups – a way of forming communities of interest
  • Reputation – a way of knowing the status of other people in the system (who’s a good citizen? who can be trusted?)
  • Sharing – a way of sharing things that are meaningful to participants (like photos or videos)

Each social software system had three or more of these elements (but not necessarily all of the elements).

Case Study - A Social CMS

Case Study

Using Gene’s list, I decided to do a case study where I analyse a fictional document management system and see how it measures up.

The Company: Wet Cleaver Drywear

Background: Wet Cleaver Dry Goods designs and manufactures ready-to-wear clothing for farmers. This includes rainwear, winter clothing, informal dress clothing, hats, gloves, etc.

It has factories in three different countries. It uses an Oracle-based Content Management system to store and manage, clothing designs, as well as operating procedures, sales information, customer feedback, and press releases, etc. Designs and patterns are sensitive and need to be tracked. Operating Procedures need to follow a Review process before being available for use. Press Releases need to be routed to the appropriate managers for sign-off before being released, and customer feedback has to be routed to the appropriate department heads. Security is applied to the documents ensuring that they can only be edited by members of each particular department. Each user has an Active Directory account, and a matching account in the CMS. Exchange is used for e-mails.

To provide users with a more “accessible” interface, SharePoint has been used to create a Portal. Each department has its own site which is populated with special web parts that provide access to the documents in the Oracle-based Content Management system, as well as its native functions.

Each web site has been designed by the IT department, based on discussion with the end-users to meet the “requirements” the department the site is intended for. SharePoint groups have been created for each department and populated with the users’ active directory accounts. Each site is secured so that only members of each department can access the related site, and, to ensure that a consistent look-and-feel is maintained, as well as to reduce support issues, the users do not have the right to create new sites themselves, or to customise the sites (“My Sites”). If users from different departments need to work on a document together, a SharePoint site is created along with a SharePoint document library. The required documents are placed in the document library by the CMS administrators, and specific users are granted access to the site. Further to this, a SharePoint Search Center has been created, and with the use of a special protocol handler, is able to index the contents of the oracle-based CMS. Users, however, are only able to find documents that they have rights to.

A separate SharePoint site has been set up to store FAQs, lists of who is in each department, etc.

Analysis: Does this system have three, or more (or any) of the elements that Gene listed? Let’s have a look…

  • Identity – In this system, each user needs to be logged into the network to access the Portal. Pass-through authentication is used. Thus, each user can be uniquely identified.
  • Presence – Although the user can see that they are logged on (their username is displayed on the screen), there is no way to know who else is logged into the system at the same time.
  • Relationships – The Portal has been designed to provide a slightly easier way of performing the tasks that would normally take place in the CMS. That is the processing of documents. As mentioned above, there is a separate site that lists who is in each department.
  • Conversations – When users need to communicate with each other they use Exchange. This is, however, separate from the CMS/Portal.
  • Groups – The Portal is strictly controlled. IT can create special sites that meet specific requirements, and then users are granted access on an as-needed basis. The CMS administrators export files out of the CMS into the site’s document library where the users can work on them. While this can be considered as a type of community forming, the fact that it is strictly controlled, and not an ad-hoc process negates this.
  • Reputation – Apart from the fact that a list is maintained (on a separate site) of who works in each department, and their positions, there is no way to determine the “reputation” of a particular user (e.g. the person who has created the most operating procedures, or has provided the most valuable feedback during a review process).
  • Sharing – The only sharing that occurs is the routing of documents. This is not done in an ad hoc fashion but is defined by business rules, and pre-defined workflows. As such, there is no sharing.

Social Software Honeycomb

Something else that Gene had done in his post was to create a social software honeycomb.

Each element is represented by a hexagon. Each hexagon is shaded depending on whether the particular system supported the social element.

Looking at the Document Management system of Wet Cleaver Dry Goods, the honeycomb would look like this:

Click on the image to tweet it

Clearly this system does not contain three, or more, of Gene’s social elements.

 

  • Identity – a way of uniquely identifying people in the system
  • Presence – a way of knowing who is online, available or otherwise nearby
  • Relationships – a way of describing how two users in the system are related (e.g. in Flickr, people can be contacts, friends of family)
  • Conversations – a way of talking to other people through the system
  • Groups – a way of forming communities of interest
  • Reputation – a way of knowing the status of other people in the system (who’s a good citizen? who can be trusted?)
  • Sharing – a way of sharing things that are meaningful to participants (like photos or videos

* Identity – a way of uniquely identifying people in the system

* Presence – a way of knowing who is online, available or otherwise nearby

* Relationships – a way of describing how two users in the system are related (e.g. in Flickr, people can be contacts, friends of family)

* Conversations – a way of talking to other people through the system

* Groups – a way of forming communities of interest

* Reputation – a way of knowing the status of other people in the system (who’s a good citizen? who can be trusted?)

* Sharing – a way of sharing things that are meaningful to participants (like photos or videos)

  • )
  • Why isn’t my SharePoint Environment Social??? – SharePoint … (sharepointjoel.com)