The last couple of years as I learned more about BPOS and SharePoint, I began encouraging small businesses to test and experiment with SharePoint as a document management/collaboration system. To this effort, I’ve posted several notes and “How to videos” illustrating simple uses of SharePoint.

As a collaboration tool, SharePoint has many facets which were illustrated by a real estate company I visited recently. They are an Office 365 business using SharePoint to automate many of the paper shuffling aspects of their business; including maintaining an up to date MLS listing of the current market, their current sales listings, pending sales; plus a reservoir of standard forms/documents needed in the sales process. Further, they are using mobile devices (phones and tablets) to be fully interactive their SharePoint site. I was quite impressed by their ambition and understanding of the potential of the SharePoint tool.

I’m well aware that new technology requires increased understanding and training (me included) but how long did it take you to learn to saw in a straight line, bake you first “perfect” cake or knit a pair of socks.  This point is again stressed in a recent a blog posting from Robert Crane (SharePoint) evangelist, http://supportweb.ciaops.net.au/blog/archive/2011/11/02/it%e2%80%99s-more-than-that.aspx. The defense rests!

Let’s recap:

Office 365 for professionals and small businesses (P-1) is designed for organizations with one to 25 employees and there are a number of assumptions that come with this option. Like with all cloud applications the fundamental selling point is that a business reduces its overhead by eliminating or reducing dependence on an in house server. Originally, the primary reasons behind the marketing of Microsoft Small Business server was giving the staff a company branded email with shared calendars and easy access to shared document. This still is the first assumption of the O-365 (P-1) option. Not only do we reduce the need for an on premises server but the mail server maintenance and spam/malware issues are handled by Microsoft and SharePoint becomes the location for shared documents. The next significant Office 365 selling point is Web Applications; i.e. Word, Excel, Power Point, and One Note, giving users access anywhere to standard Microsoft productivity applications whether they have Office 2010 installed or not. Documents, spreadsheets, or presentations are saved to SharePoint 2010 allowing all collaborators anywhere access.

I like the simplicity of this approach but I’m aware that many small businesses are not that simple. Productivity tools are designed for tasks as needed not just “bells, whistles or hype”. More directly, beyond email and simple document storage, to truly gain the full potential of this technology a little planning is necessary.

• Download Microsoft Office 365 for professionals and small businesses (Plan P1): Service Description and really read the document. It is easy to get snowed by the technical aspects of SharePoint but stay focused on the potentials for your business needs.
• I suggest beginning with a full review of your business processes and outline those steps: What happens when you meet a new contact? Who approves what documents? Who needs to access your inventory? Etc.
• Literally, graphically display site pages with stake holder descriptions, processes and workflows. If you’ve organized your current website this is primarily the same process but you are looking from an interactive perspective; i.e., feel, touch, open, view, and contribute.
• What technology features will you need to automate you process or who will need to have access to your information and how will they access it? At this point things can get difficult and it may be time to call a SharePoint professional but take note:
  • What security needs will you have?
  • Who will be accessing your site?
  • Why?
  • Will you need to create a sub site for each set of users?

Always keep in mind that the vision is yours and the structure must meet your demands; also note that those “demands” will change over time and as you, your staff, and clients become more familiar with SharePoint as it relates to your business.

Learning curve:

1.  Become aware of the limitations for Office 365 P1. Brett Hill of Office 365 has posted a listing of major limitations which you should be aware, http://www.office365answers.com/AllArticles/ID/2344/Office-365s-P-Plan-What-you-must-know.aspx. Note: Brett states that O-365 P1, user account passwords are set not to expire (default 90 days) but that has not been my experience.
2. This option has no Microsoft phone or ticket support thus you need to become familiar with the Office 365 Community.
3. The biggest boon for businesses is the capacity to share with external clients and vendors; this presents a couple of issues.
   1. Who can access your site? You may invite external users to share your site or documents but they must have a Windows Live ID or Hotmail account to be able to authenticate for accessing any content. See, http://community.office365.com/en-us/f/154/p/12697/57469.aspx#57469. My understanding is that this will evolve in time but I want you to be aware of this issue.
   2. How to share. See. http://community.office365.com/en-us/b/the_grid/archive/2011/08/11/how-to-share-sharepoint-online-sites-with-external-users-office-365-grid-user-post.aspx. Also see and view video, http://community.office365.com/en-us/f/152/p/8008/33039.aspx#33039.
   3. Site security. Unlike on premises SharePoint that offers a secured socket layer (SSL) for external access, that is not currently available with O-365 P1 SharePoint. Please review the following community posting for how to secure specific site information, http://community.office365.com/en-us/b/the_grid/archive/2011/09/12/office-365-sharepoint-online-sharer-beware.aspx.
      

I encourage small businesses who are contemplating purchasing or upgrading their server to add Office 365 to their evaluation process; try it for 30 days it’s free!