Intake: Application [Business] Admin Questions This section helps the consultant gauge the level of experience that the business lead has for performing the duties of this role. A business lead is like a product manager who keeps the picture” objectives in mind throughout “big the process. They are the key liaison and gathering point for business requirements and on-going relationships with all the involved stakeholders (SharePoint admin & power users, process owners, document library owners, forms owners, content & metadata owners). In very small businesses, the executive sponsor could fulfill the duties of this role as well together with the consultant (me). For mid-sized organizations, it probably would be better to provide a mid to senior manager about 8 hours per week with cross function visibility in the company since it will require more time and attention than an executive sponsor can usually commit to the role in coordination with the consultant (me). It needs to be somebody who balances the strong technical, detailed focus of the SharePoint admin (technical role below). It would be very useful and helpful for this user to additionally be a power user of SharePoint, but it is not required. you part of the sales process and demos of the suite? Yes No Are you comfortable engaging department heads and evangelizing the reasons for moving forward with the product suite requirements analysis and implementation? Yes No, I wouldn’t mind having another, more detailed suite presentation to better prepare me for the role. Are you comfortable gathering process mapping, document library, metadata requirements from departments using a analyst” approach? “business Very Much Some Little or None What level of Web Site Planning / Content Management experience do you have? Very Much Some Little or None, but can get it (from somebody else) Knowledge of existing manual processes? Very Much Some Little or None, but can get it (from somebody else) Knowledge of existing shared documents & forms? Very Much Some
Intake: Application [Business] Admin Questions This section helps the consultant gauge the level of experience that the business lead has for performing the duties of this role. A business lead is like a product manager who keeps the “big picture” objectives in mind throughout the process. They are the key liaison and gathering point for business requirements and on-going relationships with all the involved stakeholders (SharePoint admin & power users, process owners, document library owners, forms owners, content & metadata owners). In very small businesses, the executive sponsor could fulfill the duties of this role as well together with the consultant (me). For mid-sized organizations, it probably would be better to provide a mid to senior manager about 8 hours per week with cross function visibility in the company since it will require more time and attention than an executive sponsor can usually commit to the role in coordination with the consultant (me). It needs to be somebody who balances the strong technical, detailed focus of the SharePoint admin (technical role below). It would be very useful and helpful for this user to additionally be a power user of SharePoint, but it is not required. you part of the sales process and demos of the suite? Yes No Are you comfortable engaging department heads and evangelizing the reasons for moving forward with the product suite requirements analysis and implementation? Yes No, I wouldn’t mind having another, more detailed suite presentation to better prepare me for the role. Are you comfortable gathering process mapping, document library, metadata requirements from departments using a “business analyst” approach? Very Much Some Little or None What level of Web Site Planning / Content Management experience do you have? Very Much Some Little or None, but can get it (from somebody else) Knowledge of existing manual processes? Very Much Some Little or None, but can get it (from somebody else) Knowledge of existing shared documents & forms? Very Much Some