people designing

Phased Approach to SharePoint Business Solution Deployment – DESIGN


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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:

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  • Wireframes
  • Working Prototype

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[accordion id=”my-accordion”] [accordion_item title=”PREPARE FOR DESIGN CHECKLIST REVIEW” parent_id=”my-accordion”]

  • Deatiled Design Documents
  • Solution Mockup
  • Solution Slides

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[accordion id=”my-accordion”] [accordion_item title=”SHARE/INCORPORATE TEST FEEDBACK” parent_id=”my-accordion”]

  • Design Rules & Standards Checklist (with Designer input)

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[accordion id=”my-accordion”] [accordion_item title=”SHARE PROTOTYPE WITH CUSTOMER” parent_id=”my-accordion”]

  • Solution Mockup/Prototype
  • Solution Slides

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[accordion id=”my-accordion”] [accordion_item title=”SHARE PROTOTYPE WITH INTERNAL TEAM” parent_id=”my-accordion”]

  • 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
  • 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

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[accordion id=”my-accordion”] [accordion_item title=”TEST SOLUTION AGAINST DESIGN CHECKLIST” parent_id=”my-accordion”]

  • Design Rules & Standards Checklist

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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