This is the second in a good intentioned series of blogs detailing my experiences and uses of the tool. The first blog, SharePoint 101, provided some context and a ‘fictional use-case’ which the following blog is based on.
Continue readingMonthly Archives: February 2015
SharePoint – 101
I like SharePoint, it is not a love-level relationship but it has matured definitely to the like stage. Through this and future good-intention blogs, I want to put down what I think are some pretty cool ways to use SharePoint and just as important, some good ways to use the tool.
SharePoint, huh?
If you are reading this and have never used or heard of SharePoint, go onto some of my other postings on this website. Unfortunately SharePoint is kinda hard to explain and so therefore I will assume that you know about the following things:
- Its general architecture (e.g. there are farms, sites, sub-sites, lists and items)
- Its typical structures (lists, libraries, workflows, webparts, pages, search, etc.)
- Who uses and how access is managed (e.g. super-administrators; site-administrators; users with contributor, read and other access)
If any of the above is makes you go huh?, sorry I can’t help you but I can point you in the right direction:
- Wikipedia has a good over-view description.
- Read the Microsoft Sales Stuff.
- Take a course, there are lots out there including those from Microsoft.
- By a book, Chapters or Amazon sells lots, and
- Most importantly – start using it!
How Not to Use SharePoint
… but before you start using SharePoint, here is something to recognize about how not to use SharePoint. Don’t use SharePoint as a glorified Network File System. It can do so much more, so why do so many people do so little with it? Hopefully the next few blogs will give you just some examples.
How to Use SharePoint
In my ongoing effort to remember what the heck I have done, I have the good intention of writing a series of blogs about some cool uses of SharePoint (and associated technologies). Check back to read about cool stuff or to see a post of shame of good intentions gone bad.
- SharePoint Wikis as a Desk Reference Tool
- Creating ‘HOW-TO’ Pages.
- (Infra)structure Pages.
- Desk Reference Standards.
- Data Dictionary (of SharePoint and other stuff)
- Looking up a Look Up of a Look Up
- Managing Sites, Structures and People (a poor man’s content management strategy)
- Using SharePoint as a Budgeting Tool
Business Case Example
I have used SharePoint for a variety of uses including:
- An internal facing team-site with a handful of users having access
- A highly restricted decision making site with very sensitive information
- A status reporting system for dozens of project teams who in turn need to consolidate their work into a few sentences for an executive office
- A ministry briefing binder in which hundreds of documents were managed that had varying degrees of sensitivity and right of access
- Widely available budget site in which budget clients uploaded their working papers for consolidation
- A project site composed of numerous teams working on a complex system transition
For the purposes of this and other blogs, I will use a fictional example of a budget site in which internal clients need to submit content and documents. This example will centre around a government organization and specifically one that primarily manages projects but also manages contractors, contracts and staff.
Procurement Questions
On February 26, 2015, the FMI-Edmonton Chapter is hosting a professional development session, ‘Procurement-Who Does it Well?’. The pre-event program notes are available (including speaker biographies) for those wanting a bit more detail or context.
The purpose of this session is to explore:
Canadian governments (federal, provincial, municipal and agencies) collectively procure billions of dollars each year. Efficient and effective procurement is critical to the proper functioning of government operations and central to a modern economy. This professional training session will consider the public sector procurement challenges from many perspectives including procurement professionals, public servants who need to purchase goods/services, the financial manager, system providers and of course the taxpayer who ultimately pays for the purchase. This is a joint presentation by FMI and PwC Canada – a global leader in supply chain and procurement.
With any good session, a set of questions helps to explore the issues. Available to speak to (if not answer the questions) are experts from PriceWaterhouseCoopers (PwC) as well as Federal/Provincial/Municipal government finance and procurement professionals. In addition, we will also use the ‘wisdom of crowds’ for this session in which individuals attending can text/email in responses to questions which they think better answer or contribute to the question.
Questions fall into one of the following themes:
1. The Future of Procurement
(Questions relating to changes in People, Process and the Products of the procurement process? This includes the use of technologies, legislation, training, etc.).
- Alberta has recently introduced legislative and Treasury Board directive changes increasing the difficulty of conducting sole-source contracts, the use of contract review committees, changes to conflict of interest and other amendments. Where do these changes place Alberta relative to the rest of Canada for transparency and over-sight of the procurement process? Should any of the changes be adopted by other levels of government, if not already; in particular, by municipalities?
- How well do government organizations in Alberta coordinate their procurement activities? Do other jurisdictions to a better job and if so, what will Alberta need to do to match this performance?
- How procurement-literate is the average public servant? What is the minimum they should know and where is the best place to learn this?
2. The Current Practicalities of Procurement
(Questions relating to how to ensure compliance with existing organizational and legislative rules and procedures. This includes reducing the burden compliance while selecting the best vendor during a procurement event).
- How much is public-sector procurement a technology problem, a political problem, a people problem, a process problem – or is there a problem?
- How do private sector vendors perceive the government procurement processes in Alberta? How and how much should their perceptions, needs and circumstances be taken into consideration when designing a procurement process or running a procurement activity?
- Are inefficiencies in the public-sector procurement process used to discourage expenditures and thus they are a form of cost avoidance or containment on the part of a government?
3. From the Procurement Professional’s Perspective
(Questions related to how a procurement professional can support public servants in selecting vendors of goods and services).
- How does an organization know that it has a good procurement process? What metrics should an organization track against to make this assessment and are benchmarks available in general or in particular to public-sector procurement?
- Who is the ‘pin-up organization’ that every procurement manager wishes their organization could emulate? Who is the best of the best when it comes to public-sector procurement?
- A common compliant amongst public servants are the Byzantine procurement rules, seemingly arbitrary changes to the procurement process and endless legal reviews. How much is this perception real and how can procurement professionals streamline and the process without losing accountability for a fair, open and transparent bidding process?
- When should a procurement professional be the person to negotiate price with a vendor? What other procurement attributes (e.g. delivery, quality, terms, conditions, etc.) should be the responsibility of the public servant making the purchase versus the procurement professional?
4. From the Financial Manager’s Perspective
(Questions related to what a financial manager must consider when supporting public servants or procurement professionals).
- Canadians were perhaps shocked with the revelations of corruption in Quebec. Over all, how does Canada or Alberta fair on its public-sector procurement being free of corruption? What are the pro-active and retro-active activities to maintain a corruption free status (or to de-corrupt it, as applicable).
- What is the one way a financial professional can assist a public servant or a procurement professional in the context of procurement?
5. Alberta’s Contract Review Committees
(Questions specific to operating a contract review committee within a public sector organization with a specific focus on the province of Alberta’s implementation of a review committee).
Alberta Context: A Government of Alberta Treasury Board directive requires that all departments have in place a contract review committee ‘to support the procurement accountability framework’. This framework in turn will: ‘support consistent goods and services procurement practices, including those in respect of Construction, across all departments, that reflect best practices and foster accountability, fairness, effectiveness, and efficiency ‘.
- Some Alberta Ministries already have contract review committees, how much is this experience being considered when setting up new contract review committees?
- Are the experiences of other governments also being considered, for example ad hoc committees used in selection of federal or municipal committees.
- Should the vendor experience or perspective be considered as part of the deliberations of a contract review committee?
- Some ministries had review committees while others have yet to establish a committee before the April 1, 2015 deadline. How much should and will the committees differ across the ministries? What are the FOIPP and public disclosure consideration for these committees?
Dead Men Make Good Reads
Dr. William Maples passed away nearly 30 years ago (February 1997) at the young age of 59. Never heard of him you say? How about these names: Quincy, CSI (Vegas, New York, Portage la Prairie) or Bones – have you heard of them?
Maples was the inspiration or at least haunts these popular television shows. In his book, Dead Men Do Tell Tales, he provides a glimpse into the life of what was then a unique animal – a forensic anthropologist.
Working in Florida, he pioneered or studied under the first scientist who combined these disciplines. I recall seeing this book when it first came out in the early 1990’s and wanted to read it – now 30 years later I can check it off the list. Its age is both a detraction and an appeal for reading the book now. On the detraction side, Maples is describing state of the art that has long since been made obsolete. On the appeal side, he shines a light into his science just before it went mainstream with television shows such as CSI or Bones.
This book is more than a historical curiosity though, it is also a good read. Maples had the opportunity to examine some world-famous bones include the elephant man, Spanish conquistadors, US president Taylor and the remains of the family of the last Russian Czar. He tells of these exploits in a direct and slightly casual way, sort of how you would imagine him delivering a lecture on the subject to interested laymen.
The book includes photos and some descriptions that I passed over in places. Nevertheless, if you like CSI, science or history – keep a look out for Dead Men Who Still Tell Good Tales.

