The SharePoint Business Analyst Guide (The SharePoint Business Analyst Guide)
The SharePoint Business Analyst Guide
The guide for requirements, managing, planning and delivering success with SharePoint.
About the Book
The book for the SharePoint guy or gal who doesn't quite fit anywhere else in the world of SharePoint. You may work with users discussing their business needs and documenting how to build a SharePoint project. Perhaps you have to test or assist others with figuring out what they want from SharePoint. Maybe you help manage a project move along and coordinate everything happening among stakeholders.
Requirements, architecting solutions, UAT, adoption, security, planning, basic administration and development all seem to fall into this new "job title", the SharePoint Business Analyst.
After working with SharePoint for 10 years, the author is happy to share his remarkable accumulation of tips, document samples and templates with you. The book will give you a jump start in a making every SharePoint project or site you work on a success.
About the Author
Table of Contents
TABLE OF CONTENTS
Acknowledgments & Forward
The SharePoint Business Analyst
Personality
Continuous Learning & SharePoint Knowledge
Finding Problems to Create Solutions
The Mindset of Creating and Delivering “Success”
Preparing to Meet With Stakeholders
Software & Tools Used by SharePoint analysts
Stakeholder assessment
Environment, Environment, Environment!
Methodologies: Waterfall, Agile, Scrum & Kanban
Requirement types
Requirements? Who Has Time For Requirements?!
Meeting With Stakeholders
Best practices for conducting your meetings
Questionnaire – Asking the Right SharePoint Questions
Obtaining What You Need (Even if They Don’t Know What It Is)
Security
Built-In Features & Services in the SharePoint & Office 365 to Enable and Configure:
IRM, DLP, ARM, Auditing, Two-factor Authentication, MDM
SharePoint site collection level (and below) configuration regarding security
Compliance, External sharing, Developing securely,
Human behavior, compliance and governance regarding security
Creating Your SharePoint Requirements
Business case
Functional requirements
The importance of visuals
Field data type document
ROI: Build it or buy it?
3rd party product questionnaire
Architecting & Planning Before Build
When to Use What When Designing SharePoint Solutions
Libraries vs. Lists
Folders
Keeping up with SharePoint’s constant change
Adoption – it needs to begin before your project starts
Discussions With the Administrator (Even If It’s You)
Discussions With the Developer (Even If It’s You)
Statements of work (SOW)
Building Your SharePoint Project
Timelines & How Will the Project Be Managed
Warning Signs To Watch For
Managing Scope Creep
Testing, Rollout and Signoff
Manual UAT test scripts
Automated testing
Different types of testing
Test Plans…Sign on the dotted line…or else!
Other SharePoint Odds & Ends
Tips for working with “challenging” people
Hiring SharePoint talent
SharePoint business analyst interview questions
RFI & RPF advice for SharePoint
Analytics solutions for SharePoint
Sample SharePoint Requirement Templates
SharePoint Requirements “Conversation Starter” Questionnaire
Stakeholder Document
Business Case Document
Functional Specification Document
Field Data Type Document
3rd Party Intranet Questionnaire
Statement of Work (SOW)
Architectural Proposal (Provider Hosted Add-In)
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