SP Business Suite

Suggested Process to Implement Applications (details)

After doing a number of deployments, we have seen that the most successful customers do the following:

  1. Register your product at this will enable our support system.
  2. If you have little or no knowledge of SharePoint, we advise you to purchase the deployment service. It is very cost effective and will save you time and money.
  3. Appoint an application administrator that has at least business power user knowledge of SharePoint. It only takes a few hours of training in SharePoint to get to this level. See our recommended curriculum under the training section below
  4. Have the administrator read the documentation for the Applications.
  5. Use the Product Overview Video Tutorials for your product to introduce your team to the product(s) - see Product Resources page.
  6. Define where you want to install the applications on your SharePoint environment. Often they are installed as sub sites under a top level team site (the first thing you see when you bring up SharePoint). Then install the application (or we do it with the deployment service)
  7. Gather your team to define your initial configuration needs. Our configuration worksheets are designed to assist you in defining configuration changes you require, and provides our team the guidance needed to quickly implement the changes if you purchased the deployment service.
  8. Implement the changes (or we do it with the deployment service) and test with test data provided and add new items. Make adjustments as needed. See Configuration Tutorial.
  9. Migrate your existing data. (Or have us do it - Data Migration Service). See Data Migration Tutorial.
  10. Conduct staff training live or use available Training Tutorials.

Training Resources

There are a large number of suggested training resources on our SharePoint Training page.

Suggested Application Administrator Curriculum

SharePoint itself is a very full featured platform, and you could immerse yourself in training for weeks and months to learn everything. Luckily that is not what is required to administer SP Marketplace applications. Specifically you need to learn the following:

  • SharePoint lists and document library management
  • Editing SharePoint pages
  • User and permission management

Recommended:

Book: SharePoint Plain and Simple (you can purchase it on our site or Amazon)

Videos: Lynda video training series recommend the following sections):

  • SharePoint 2010 and 2013 and SharePoint Online Essential Training
  • 1. SharePoint 101
  • 2. Core SharePoint Sites: Team Site
  • 5. SharePoint Lists and Libraries
  • 8. SharePoint 2010 Security

Once you go through these videos, you will really start to see how much you can do yourself in configuring the applications going forward.