My PKM Routine


Earlier this year I took Harold Jarche’s PKM Mastery in 40 days online workshop.  The reason I took the workshop was because in my profession, it was getting more and more challenging to stay current on what I needed to.

The reason for this was the shift to a continuous release model of cloud solutions from Microsoft.  Part of my value as a consultant is keeping up with the latest technologies from Microsoft, so I can help clients make the best use of the technologies to improve the way they work.   Continue reading

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Hide Recent Items in SharePoint 2013/Office 365 Quick Launch with Audience Targeting


Was working on a project recently, and learned a creative way to accomplish a common ask in SharePoint 2013 – how to remove the recent items from the quick launch navigation (pictured below).

Recent_Items

This solution requires no JavaScript code of any kind – you simply make use of audience targeting.

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Rolling 2 Weeks Solution


This solution walks through the steps to build a rolling 2 weeks view of a project task list, where you can always see what active tasks either start or come up due within 2 weeks from today’s date.  To build the solution, you need to make use of calculated columns and a new list view.  The solution is something a normal business user can implement using just the web browser. Continue reading

Fun with Calculated Columns


On a recent project, we were working on a solution using just out-of-the-box capabilities.  The accounting team of our customer wanted to track tasks involved with the monthly close, and have due dates auto-populate based on the month-end close date.  We utilized calculated columns and a list template to come up with a solution they could easily maintain.

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InfoPath: Auto Populate People Picker to Person Filling Out the Form


Problem:

We want our InfoPath Form to pre-populate the People Picker field with the person filling out the form (example below).

People Picker Pre-Populated with User filling out the form

I was working with Tim Jones, co-worker of mine, on a project and he came up with this solution.  We wanted a way to accomplish this without any custom code or JavaScript, etc. We were utilizing InfoPath for customizing SharePoint 2010 list forms (which requires enterprise edition).  Here’s how we accomplished it:

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The Softer Side of SharePoint – What’s Your SharePoint Business Model?


When you look at utilizing SharePoint within an organization, there needs to be shared understanding around four questions, which will enable you to steer the usage of SharePoint to support the business and help drive value.

  • What is the future state you want to achieve and what does it look like?
  • Why did you choose that specific future state, as opposed to other options?
  • Who will do what to get you to that state?
  • How will you get to that state?

Running a SharePoint Deployment is Complicated

SharePoint provides unique challenges because the application can morph into something completely differently than you originally planned.  The application’s greatest strength – flexibility – is also its’ greatest challenge.  The following is taken from Lynn Warneke’s article on nothingbutsharepoint.com…

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The Softer Side of SharePoint – Dialogue Mapping Case Study


This is the first in a series of articles motivated by attending Paul Culmsee’s “SharePoint Governance and Information Architecture Master Class” (read my review here), and the last 1-2 years of my career knowing there are better ways to get people to work together to improve business outcomes.  When you look at utilizing SharePoint within an organization, there needs to be shared understanding around four questions, which will enable you to steer the usage of SharePoint to support the business and help drive value.

  • What is the future state you want to achieve and what does it look like?
  • Why did you choose that specific future state, as opposed to other options?
  • Who will do what to get you to that state?
  • How will you get to that state?

Within the SharePoint community, it seems challenging to find a lot of how-to’s in regards to getting the what and why answered in a more efficient and effective manner.  In my opinion, it is nearly impossible to have a long-term functioning SharePoint platform that continually helps drive business value without the “what” and “why” being transparent throughout the organization. 

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How To: Build a Report Distribution Solution


This tutorial shows how to build a site to host company reports (Word, Excel, PowerPoint, PDF). I will also show how you can make it easier for end users to sign up for alerts, so they can automatically be notified when a new report is added into the site. Any beginning SharePoint site owner can build this solution, and it will take roughly 20 minutes to do so.

The business benefits for this solution include:

  • Improves the flow of information throughout the company. End users can be automatically notified when a report they are interested in is uploaded into the system.
  • Simplifies access to information. End users can control access to reports.
  • Lowers email storage costs. Since reports are stored in SharePoint, and alerts are utilized to let end users know when a report is ready, no email attachments are ever utilized.
  • Central location to access reports. One place to go to view reports makes everyone’s life easier, including when new employees come on board. They no longer have to ask people for certain reports that only reside on personal drives or within emails.

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