SharePoint Wiki Plus and Amdocs Pedia case study Nimrod Geva [email protected] KWizCom

SharePoint Wiki Plusand Amdocs Pedia case studyNimrod [email protected] KWizCom

IntroductionFields of expertise:Microsoft Office SharePoint Microsoft Dynamics CRMCompetencies:Gold Certified PartnerISVInformation Worker

Were talking aboutCreating a cross-corporate place for knowledge and experience sharingMoving from local, separate ways of managing professional information to one shared, consistent poolMaking the writing and use of content easyAllowing teams to work locally and affect globally

Whos using Amdocs Pedia?Global enterprise, distributed worldwide 8 major development centers, 40 office sites, 18000 employeesPhase I implemented for product and technology experts in one major group18000 visits monthly by 1500 professionalsOver 400 new content pages per month

What is AmdocsPedia? An enhanced wiki knowledge baseKWizComs WikiPlus - an add-on for MOSS 2007Developed as a collaborative Amdocs KWizCom project

What is a Wiki?A collection of web pages with unique structure and functionalityNo need to download/upload large files/documentsNo rigid hierarchy a network of intuitive links between pagesLinks are based on topics. Topics become page names. No need to know file locations. No URLsEasy to create new pages and categoriesAutomatic version management allows everyone to write, yet keeps content safeInteractive environment favorites, subscriptions, discussions, ratingA large shared notebook that everyone can easily write in, at any time

Why use it?Professional knowledge sharing across unit boundariesA single, shared, cross-corporate knowledgebase instead of many separate knowledge islandsProfessional knowledge sharing between related projectsGlobal company, wide spectrum of products and services, yet focused on providing a unified customer experienceMatrix organization. Many expert groups. Distributed worldwide

What you can use a Wiki for?Company procedures archiveLearning materials archiveA knowledge base for customer supportAn interlinked encyclopedia / dictionaryProfessional knowledge sharing between experts and projects

How did it start?Demand from top down and bottom upCorporate KM methodology, directive from business units managersRequirements from experts in the work groupsSome teams employed local solutions, each different and unique. There was need for a comprehensive, congruent solutionAn integration and implementation process was initiated, working with groups to meet their needs, yet bring all onto the same page

Starting the journeyStudy of needs, mapping groups, managerial leadership, knowledge champions, round table meetings Feb. 2007Beginning with out of the box SharePoint Portal 2007 wiki Amdocspedia 1.0, April 2007Step by step implementation, working with groups,Defining requirements with knowledge champions and usersDesigning WikiPlus June 2007Development

The journey (Continued)Wiki Plus user pilot with leading knowledge champions and power users (In parallel with on going use of Amdocspedia 1.0)Fine tuning of usability and configurationMigration of content (Amdocspedia 1.0 still available but read only)Full switch to Amdocspedia 2.0 - April 2008

Using the WikiMust be embedded into the way people work, part of the regular work processReplaces other means of recording and sharing information with easy to use, shared and interactive toolsKnowledge champions create and structure the main pages, users add tips and other information graduallyThe wiki evolves intuitively over timeTagging, RSS, email subscriptions and search make it easy to find what you need

Current deployment in amdocsVery positive feedbacks from various groups:Cross-department, cross-project collaboration made much easierKnowledge made much more accessibleCustomers want more features!Started deploying the 2nd Wiki Plus version (1.2.50)

?What made it a successQuick implementation, early gainsPlanned together with the users, with their needs in mindIntegrating the wiki and placing it in context of:How people workBusiness needsA comprehensive suite of solutionsFocused planning, define what to use the wiki for and what not to use it forA successful partnership modelWorked with leading managers and knowledge champions within the groups - network, round tables, Both top-down and bottom-upStandard solution, Maximize the SharePoint investment

Diving Deep Wiki Plus features

The Wiki Plus featuresSupport for standard Wiki markupFull Taxonomy management solutionIntuitive and flexible categorization, using multiple tagsMultiple tags for pagesMaster tag cloud and tag indexEasy email and RSS subscriptions for pages and/or tagsA discussion area for each pageImproved content editorEasily add images, create links and attach related filesCreate and manage tablesContent Rating

Wiki features (continued)One step duplication of pages to create similar pagesContent lifecycle managementNew reporting capabilities, such as report of the top contributorsWiki content templatesContent SnippetsAutomatic table of contents (TOC)Improved printingExport to PDF/WORDTrue SharePoint integration -No separate maintenance costs!

Quick product feature tour

Find articles by Tags/CategoriesOr by their ratings

Lets click this tag..

The Tag Pages List page displays all pages that were tagged to the selected tag.Subscribe to this category and get email alerts for new/updated contentClicking the Check forms authentication page link opens this wiki page in View mode.

Content (with forward links)Pages propertiesPer-page discussionsThis is the wiki page in View mode

Edit any of the forward links (this will create a new wiki page)What can I do while reading this page?Find other pages connected to related categories/tagsRate this pageSubscribe to alerts on this pageEdit the page

Lets create a new page

You can create a page based on Content templates (just like in MS Office)Content Preview

The Wiki Plus EditorFull rich text Web & Wiki editorYou can clone an existing page (and save a lot of time )Wiki Markup snippets (for wiki beginners that are not skilled wiki authors)Enhanced management of images, attachments and linksContent snippets allow you to share reusable pieces of contentYou can easily save a page as a new content template

The Wiki Plus Editor Easy management of Wiki page linksEasily create a link to new wiki pages or to existing wiki pages)You can insert links to wiki pages located in other sites!

Easily implement a distributed structure!Easily locate other wiki pages by using customizable SharePoint views

The Wiki Plus Editor Easy management of imagesNeed to include an image?Simply click the Image Manager buttonYou can select existing images from your SharePoint libraries.Cant find it?No problem you can upload a new one and include it in your page in one click!Upload your requested file and it will be shared with all other wiki authors.

The Wiki Plus Editor Easy management of file attachmentsNeed to attach documents/files to your Wiki page?Simply click the Document Manager buttonSame as in pictures You can select an existing file or upload a new one and attach it to your wiki page.

Adding and Managing links

The Wiki Plus Editor Include content snippetsWe have a standard order confirmation message we use in many pages.In order to use it I will click the Content Snippets button.Clicking the Order Confirmation option will add this shared piece of content to the pageShare useful, reusable, rich-content snippets!

The Wiki Plus Editor Web 2.0-style taggingWhen you enter a tag, the auto-complete feature shows you all existing tags (which can be filtered by views/permissions)

The Wiki Plus Editor Hierarchical categoriesIn this mode authors are only allowed to select from centrally managed categories.

(You can select you preferred tagging methodology)Click the Browse button and select categories:Categorize your page by checking the required categories in the category tree

Content lifecycle management (Take control of your content!)Every page has an Owner (or several) that has special permissions:Can delete the pageCan restore previous versionsGets an email notification when someone else changes the pageCan define expiration periodAfter defining a Lifecycle alert:When the page is about to expire page owners get a notification email (Please renew the page)If the page has expired an Out of date label will appear on top of the page, letting users know that the page may be obsolete.Readers will see the Out of date label (If the page owner did not renew the page on time)Avoid obsolete content - make your content always relevant and accurate!

Automatic Table of contentsYou can edit parts of a pageMore Wiki features

Advanced Reports

Advanced ReportsPages ReportConcrete information on how your KM solution is being used.Example: which pages were viewed most in the last month?

Preview before Save

Wiki Plus ArchitectureWiki Plus Library DefinitionCustom Field Types:TaggingRatingWikiPlusWiki Plus Content TypeWiki Plus Master PageWiki Plus Site TemplateStylesheetResource filesWeb Part pages and web partsWiki Plus Feature

Support Central & Distributed architectureCustomizable data layerCustomizable layoutContent lifecycle managementEnterprise TaxonomyRich web + Wiki editorSupports all MOSS features & framework

Wiki Plus Unique Features

SharePoint Wiki Plus is a recognized MOSS-based Wiki solution.

Thank You! Questions ?Nimrod [email protected] KWizCom

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