people designing

Phased Approach to SharePoint Business Solution Deployment – DESIGN

chrispeters Applications, Blog, SharePoint

MAJOR DEPLOYMENT PHASES

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In this second article we’ll dive deeper in to the DESIGN phase as we cover each of the other phases in future articles in this series. The DEFINE phase was covered in our last post that you can reference here.

2. DESIGN – The initial design of the SharePoint solution can be created once the project has been properly kicked off and the customer has gained a basic understanding of the SharePoint features that can be applied to their business requirements. During the design phase, the solution team will continue to review documented user requirements, content and other information artifacts from the customer. Other activities and deliverables associated with the Design phase include:

  • Creating the initial solution design wireframe diagrams
  • Sharing sample solution prototypes with internal solution teams
  • Completing the design checklist review template
  • Preparing for and conducting the design checklist review to test the solution design
  • Incorporating design review input and updates into the solution design
  • Presenting solution prototypes to the customer and soliciting customer feedback

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DESIGN PHASE – The Design phase initiates the actual activities that produce a working design of the SharePoint solution that will eventually be developed for the customer. Specific activities, steps and related documents associated with the Design phase include:

  • Wireframes
  • Working Prototype
  • Deatiled Design Documents
  • Solution Mockup
  • Solution Slides
  • Design Rules & Standards Checklist (with Designer input)
  • Solution Mockup/Prototype
  • Solution Slides
  • Detailed Design Documents
  • Data Models
      Data Functions
      Data Interrelationships
      Data Types
  • Forms
      Custom Forms
      Default Forms
  • High Level Solution Actions
      Access / Manage Docs
      Manage Reporting / Metrics
      Submit Requests
  • Lists and Libraries
  • Menus and Navigation
  • Metadata Usage
      Metadata Search & Navigation
      MMS
  • Page Functions
  • Permissions & Groups
  • Requirements Overview
  • Site Columns and Content Types
  • Site Structure \ Type \ Managed Path
  • Solution Overview
  • Workflows
      Change Request Submission
      Request Submission Acknowledgement
      Task Assignment & Notification
  • Prototype Demo
  • Design Rules & Standards Checklist

Now that we have walked through the activities, steps and materials involved in the DESIGN phase of SharePoint solution deployment:

  • The customer should understand how each SharePoint feature and capability operates to meet their business needs
  • The solution team should be able to clearly map each SharePoint feature and capability to stated and translated customer requirements

Once the DESIGN phase is complete, the stage is set for the actual development and configuration of SharePoint features and components and well as the Information Architecture work needed to meet customer requirements.
In Our Next Article we will dive deeper into the DEVELOP phase of solution deployment. While you’re waiting for the next article in this series, feel free to check out 6 Tips For Building a Great SharePoint Information Architecture BY MIGUEL BERNARD from our friends at Sharegate. We think you’ll find that successful SharePoint solution design also depends on a strong focus in this important area.

Cheers – Chris Peters
SharePoint Functional Architect at Statera