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Blog Posts

  • BELLEVUE, Wash.Feb. 4, 2016—Nintex today announced that it will be a diamond sponsor of SPTechCon, the SharePoint Technology Conference, to be held February 21-24 in Austin. Nintex will exhibit in Booth #600 and demonstrate its workflow platform that IT professionals and lines of business (LOB) leaders utilize to automate simple-to-sophisticated business processes.

  • Christian Smith, SVP of Global Sales at Nintex delivers his keynote on the digital transformation era, and the increasing importance of lightweight, self-service data, and application creation and integration.

  • Nintex, the leader in workflow automation, today announced plans to demonstrate its latest technology solutions at the Microsoft Worldwide Partner Conference (WPC) in Toronto, July 10-14, 2016. Nintex is introducing a number of new cloud solutions for its workflow automation platform, including the integrated capabilities to deliver Workflow as a Service ? Nintex Workflow Cloud, Nintex Hawkeye, and Nintex Xchange. In addition, the company will introduce the newest workflow and forms solutions for SharePoint Server 2016.

  • Nintex, the global standard in workflow automation, today announced its award-winning workflow technology is available for customers in the Microsoft Office 365 Government Community Cloud (GCC) and accessible to all U.S. government agencies helping CIOs and IT professionals automate 'simple to mission-critical' processes to drive agency-wide productivity and improve collaboration.

  • Microsoft recently announced it is ending support for public facing sites for SharePoint Online (SPO) within Office 365. Although I was frustrated upon hearing the news, this made sense and in many ways was a predictable outcome for this feature. I personally had high hopes for this, but I understand actually building a multi-tenant, cloud-based SharePoint public-facing offering is quite difficult. Further, there was word that lack of usage may have contributed to the end-of-life announcement.

    • Fear.

    Fear of job loss. Fear of lack of security. Fear of regulatory violations. Fear of loss of work already done or feature functionality.

  • Office 365 Admin app updated

    David Rubinstein

    Microsoft this week announced an update to its mobile Office 365 Admin app with design changes to make it “easier and more efficient” for users.

  • Mobile app development has continued to grow astronomically over the last couple of years. Our smartphones and tablets have become an all-inclusive virtual workspace, or rather a “Multitaskers ‘R’ Us” for constant communication and collaboration. The world is literally at our fingertips 24 hours a day, seven days a week. While I still prefer working at a desktop, my mobile applications help me meet deadlines and troubleshoot work emergencies when I can't make it to a computer in time.

  • A few weeks ago at SPTechCon in Austin, I was on the expert panel discussing “SharePoint at the Crossroads.” Of course, a lot of the talk was about Office 365 and whether it was right for everyone, or if hybrid was the right thing for everyone, or what “right” even might look like, and so on.

  • Office 365 shortcomings

    David Rubinstein

    Hybrid. Business intelligence. Full-trust code. Internal politics and external regulations. Data residence. Web content management.

  • Microsoft has announced new features and integrations for Outlook Web App, OneDrive for Business, and the Clutter e-mail organization feature for Office 365.

  • In his book “The Tipping Point: How Little Things Can Make a Big Difference,” Malcolm Gladwell defines a tipping point as "the moment of critical mass, the threshold, the boiling point.” We are always approaching tipping points or looking at them in the rear-view mirror with technology. The art of it is to see the tipping points coming before everyone else and react mindfully so that your organization can succeed.

    Five years ago, if I had told you that many enterprise-class organizations would move their e-mail into the thing we now call “the cloud,” what would your reaction have been? I know for a fact that it would have been something between laughing openly and telling me that it would never happen for a long list of reasons, possibly including data sovereignty, intellectual capital protection, organizational culture, etc. I know this would have been the case because I had a lot of conversations with my clients and others back then that went that way.

  • Office Lens.

  • Around the world, audiences are flocking to the theaters to participate in the ongoing saga that is Star Wars. But in a galaxy much, much closer to home, within the expanded universe of SharePoint and Office 365, we have our own ongoing saga: OneDrive.

  • I’m calling it ThreeDrive now.

  • In my Making SharePoint Strategic session at SPTechCon yesterday, I asked the audience for topic suggestions for this week’s article. To no one’s surprise, the responses were geared toward operational-level questions specifically targeted on the usage of SharePoint by various business units.

    One gentleman asked how IT can make SharePoint more consumable across his business, while another asked about how SharePoint can be used from an operational level. During my talk, I addressed these issues fundamentally, but there are some higher-level issues that I will focus on in this piece. Think of them as the foundational elements that any project must have, similar to a foundation for a house—a substantial component that the system will rest on for its life within the organization.

  • Muhimbi is announcing version 8.0 of the PDF Converter for SharePoint, the biggest release in its eight-year history.

  • PDF Share Forms at SPTechCon announced its newest product release: PDF Share Forms Information Worker. PDFSF IW, or just IW, is a new solution for forms integration with SharePoint.It has been developed particularly with all information workers in mind. Being evenly and even more powerful compared to previous product versions, IW offers simple and clear user interface and user experience. Now it is even easier to create new forms from scratch or reuse existing ones.

  • Menlo Park, CA, and Washington D.C. – Permira, an international private equity firm, announced today that a company owned by the Permira funds has entered into a definitive agreement to acquire Metalogix, a leading provider of trusted management tools for mission-critical collaboration platforms, including Microsoft SharePoint, Exchange and Office 365.  Members of Metalogix’s senior management team, including Chief Executive Officer Steven Murphy, will maintain a significant equity stake in the company going forward. Terms of the transaction were not disclosed.

    For over a decade, Metalogix has developed the best and most trusted management software tools for SharePoint, Exchange, and Office 365. Metalogix is a Microsoft Gold Partner, an EMC Select Partner, and a GSA provider, and its products are backed by its award-winning live 24x7 support. With its recent acquisitions of Axceler and Idera’s SharePoint tools, Metalogix has built the most effective suite of tools to manage increasingly complex and exponentially growing metadata and content across collaboration platforms. Over 14,000 clients in 86 countries rely on Metalogix tools every minute of every day to monitor, migrate, store, synchronize, archive, secure, and backup their collaboration platforms. Metalogix was founded in 2008, and has its operational headquarters in Washington, D.C., with offices around the world.

  • PlexHosted, a developer of robust managed cloud-hosting solutions for better enterprise collaboration, today announced a new set of product offerings for Microsoft SharePoint that will allow Microsoft Office 365 customers to continue using SharePoint Online Public Websites, a feature that was discontinued by Microsoft earlier this year. As a Microsoft Partner, PlexHosted is approved to host public websites based on SharePoint.

  • PlexHosted, a developer of robust managed cloud-hosting solutions for better enterprise collaboration, today unveiled enhanced cloud offerings solutions for business, ensuring the cloud is both practical and affordable to organizations of all sizes.

  • James Newman, a Sales Executive at Pluralsight, was a recent guest on the TechnologyAdvice Expert Interview Series. The series, which is hosted by TechnologyAdvice’s Josh Bland, explores a variety of business and technology landscapes through conversations with industry leaders.

    In this episode, we discuss what elearning and SharePoint would look like at future SPTechCon events, some of the challenges associated with the software, and more!


  • Plustek Inc., a leading manufacturer of document, film and book scanners, today unveiled Plustek eScan for Office 365, a dedicated standalone one-step scanner to bring paper documents to Microsoft Office 365, at SPTechCon, the SharePoint Technology Conference, in Austin, Texas.

  • Responsive_Design_OneWindow

    Portal Solutions, a technology consulting firm that designs and delivers modern digital workplaces on Microsoft Office 365 and SharePoint platforms, today announces the launch of its ready-to-go social intranet solution for Office 365, OneWindow Workplace. 

  • The last few weeks I have been working on a project that includes utilizing Power BI. This post is a short summary of what I have found, highlighting three good functions offset by three missing functions. The information here will help you evaluate if this is the right tool for your project.

  • One (current) issue affecting both PowerApps and Flow is that neither support Managed Metadata Columns properly. I have a method to get around this issue, but it will take more than one post to explain. Lately I have refrained from writing epic multi-part posts because things change quickly. In fact this issue will likely go away by the end of 2017.

  • Hi and welcome to part 2 of my series on showcasing the utility of Flow. Specifically, we are updating managed metadata fields ? which is something that neither PowerApps or Flow can do natively as I type this. Having said that, if you are reading this in 2018 and beyond, it is likely this post is out of date the the gap has been addressed. Nevertheless, there are lots of good nuggets of info in this series that actually go beyond this particular use-case and will arm you with the knowledge to use Flow in all sorts of interesting ways.

  • The business world faces a real dilemma these days. Stated simply, there are a lot more applications that need to be built than programmers or consulting companies to build them. This has created a big blockage in the system to get apps built and out the door.

  • Microsoft this week joined Intuit, Salesforce and others who offer "low-code" application development solutions with the announcement of PowerApps, a low-code solution that empowers information workers and "power users? to create line-of-business applications without writing heavy code.

  • There has been plenty of discussion recently over branding SharePoint Online, which extends to SharePoint 2013 and likely to SharePoint 2016. In particular with SharePoint Online, the prevailing wisdom coming from Microsoft has been to not customize the user interface (UI) beyond what can be accomplished in the browser or with Composed Looks—otherwise known as “Don’t touch the Master Page.” But is this reasonable? If it is not an acceptable option for your SharePoint implementation, what are your options?

  • When SharePoint 2016 becomes available later this year, and is released to the public in Q1 2016, there will be five versions in use by organizations around the world. That’s a lot of collaboration. When I think about all the various questions I have been asked about SharePoint over the years, I realize that many of them are the same, based primarily on how to use a functional piece of the system, how to create a workflow, or how to maximize a specific efficiency within an organization.

  • Previewing Office 2016

    David Rubinstein

    While technically not SharePoint, the traditional Office tools—Excel, Word, PowerPoint and more—are a big part of the value of Office 365. Microsoft this week widened its Office 2016 preview for IT pros and developers to include commercial Office 365 customers. While the company did acknowledge this is not the final build of the product (as more features will be added), it did say it will be offering monthly feature updates once it does go live.

  • Priasoft announces an updated release to its award winning Priasoft Migration Suite for Exchange (PMSE). This release uniquely positions the company to enable a complete and automated Microsoft Office 365 based migration experience with the same enterprise features that have already been available for cross-forest based on premise migrations.

  • If you have been part of a SharePoint implementation, you’ll be familiar with the effort required to prioritize requirements—the decision to advance a specific requirement into functionality. What is defined, designed and implemented can be exhaustive and a strain on resources throughout the organization.

    But that’s the good news. The bad news is that you are inevitably left with a laundry list of requirements that are quickly referred to as “the backlog.”

  • Productivity in small doses

    Christian Buckley

    We all love the huge product announcements out of Redmond. Hey! Something shiny and new! Fantastic! And while we may brush aside some of the smaller announcements (or the feature iterations that go, for the most part, unannounced), many of these incremental additions are what actually improve productivity in our day-to-day activities.

  • One thing SharePoint has done pretty well over the years is allow for "Best Bets" to be returned as part of search results. This allows you to search for terms like HR and have promoted results display for Human Resources (a link to the HR homepage and the user profile of the HR Director, for example). This functionality has evolved over time and there are some really exciting changes with SharePoint 2013 using Search Query Rules instead of the old Keywords model.

    We won’t get into the details of how to configure Query Rules or Best Bets today; instead I want to talk about maintaining these promoted search results. Many companies have taken advantage of the promoted results functionality but it is not uncommon to find that the original entries are still configured and have not been reviewed since their creation.  From a user’s perspective, the only thing worse than NO promoted results are old or inaccurate promoted results.

    Consider a scenario where someone is looking for a specific form to be filled out  The user types in a search using a relatively vague phrase but is rewarded with a promoted result for the form they were looking for. Great win, right? Well, now imagine that the form is updated once a year and this particular "best bet" that was returned is actually last year’s form. You can easily see how this would be a problem not just for the user, but now for multiple people involved in this process. Not only has time likely been lost but this scenario has also caused harm to the image of your SharePoint implementation. Here are 3 easy steps to help you avoid these kinds of scenarios and to start you on a path to maintaining great search results:

    1) Educate your site owners. If your site owners do not know about promoted results, they will not know to create or ask for them. It is important that all site owners and content managers have (at least) minimal training on SharePoint’s search capabilities.

    2) Provide publishing details regarding Keywords or search rules. Both SharePoint 2010 and 2013 provide a way to add publishing details for promoted results. These publishing details include Start and End Dates as well as Review Date and Contact information. Using this metadata, promoted results can more easily be maintained. Regularly scheduled reviews can be combined with off-boarding procedures to facilitate transfer of ownership as needed.

  • According to a CNN report last week, there’s another Edward Snowden-type leak of national security documents happening in Washington. As you might recall with the Snowden security breach, blame was placed on SharePoint, which the U.S. government, local governments and other public and quasi-public institutions use for document management, intranet and collaboration.

    Some tried to put the blame for Snowden’s ability to get the documents on SharePoint itself. Security experts, though, see a different cause: access and permissions.

  • QUADROtech today officially announced a Triple Play offering for Exchange and Office 365 mail migrations. QUADROtech, who are a leading email migration vendor enabling businesses to non-disruptively migrate data – has updated its framework following feedback from its growing customer base with a new workflow designed to solve ISV Disparity and speed-to-completion time.

  • Microsoft has gone through tremendous changes in the last few years. They are a more open and adaptable organization now than they were even six months ago. I applaud all of the effort they have made to make working with them go from vaguely unpleasant to downright enjoyable... most of the time.

  • Rackspace, the #1 managed cloud company, today announced that it has expanded its service offering for its Microsoft product portfolio with Fanatical Support for Microsoft Azure. Rackspace will work with customers to help them speed their deployment of Azure, minimize costs and optimize performance. Rackspace engineers will provide application and infrastructure architecture guidance, making it easy for customers to succeed with Azure. The company will also offer hybrid cloud solutions that combine Rackspace Private Cloud powered by Microsoft’s Cloud Platform and Azure.

  • Ramp, the leading provider of next-generation SharePoint video management and eCDN video delivery solutions for large enterprises, today announced a technology and marketing partnership with Syrinx Consulting Corporation, whose software solutions keep pace with the changing state of business and technology. 

  • Ramp, a leading provider of next-generation video management and delivery solutions for large enterprises, today announced new enhancements to its Ramp VideoVerge for SharePoint platform that help enterprises gain more business value from their video content, while empowering SharePoint users to communicate more productively than ever before.

  • It's amazing how quickly the community conversation can shift. A year ago, people were up in arms about the future of SharePoint on-premises, reading into what was said (and not said) at last year's SharePoint Conference, with the doom-and-gloom crowd predicting its rapid demise. And here we are, post-Ignite, with a renewed energy surrounding a forthcoming (albeit slightly delayed) SharePoint Server 2016, and for just about every vendor I speak with, there’s plenty of SharePoint business to go around. In fact, SharePoint is still growing.

  • As we come to the end of the year, it is a good time to reflect on what Microsoft has done with business intelligence in 2014 and how it may impact us in 2015. I am going to address the following four capabilities and comment on how they may affect our 2015:

  • In last week’s SPTechReport, we ran a SharePointers column from development expert Eric Overfield touting the benefits of Bootstrap for taking SharePoint to mobile devices.

  • There has been a lot said and written lately around the SharePoint world, and frankly, it’s daunting for anyone starting out on a SharePoint journey to make heads or tails of it all. I am constantly asked questions about functionality from version to version, Office 365, Yammer, the app store, migration planning, governance models, and, of course, adoption tips to ensure that what you’ve built actually gets used once implemented. The issue many are having is that it’s near impossible to draw a definitive line in the sand and proclaim not only how SharePoint should be implemented, but also be strategically used by the organization overall.

    When I last wrote on project-management topics in 2012, the SharePoint world was different, and my focus on was the tactical implementation of the product. Many customers had recently converted from 2007 to 2010, and there was a relative silence about enterprise features and deployments.

  • Rickard Hansson

    Rickard Hansson is the CEO and founder of Incentive, a socially powered enterprise collaboration platform for mid-market organizations and enterprise teams that want to achieve improved profitability, increased efficiency and accelerated business results. Rickard is an expert in workplace collaboration and communication, especially in companies who want “to change and demolish the old communication roads which often are one-way.”

    I invited Rickard on the show to discuss social software, employee buy-in, and how to avoid what he calls “platform fatigue.”

  • The proposition in the headline almost seems like an oxymoron, but it is a real option. Today many companies are in a race to the cloud in order to get out of the data-center business. And while Office 365 is a great long-term solution, the investment many companies have already made in SharePoint is too great to just "start over? in Office 365. The truth is while software-as-a-service (SaaS) is the best solution to future-proof things, it does take an investment to get there.

  • Saketa, a Technovert company announces the launch of its most awaited product – Saketa Timesheet as a SharePoint add-in. Saketa Timesheet is a time management tool to gather the time spent by the teams on various projects/tasks within an organization and comes with handy reports and dashboards for quick approvals and analysis.

  • Salesforce, the Customer Success Platform and world's #1 CRM company, today announced new Salesforce Files Connect, a centralized, universal file-sharing solution for the enterprise. With this file sharing solution, Salesforce is the first company to combine CRM and native file integration with the most popular enterprise file repositories, allowing users to seamlessly browse, search and share files located in any repository, all from a single user interface. Salesforce Files Connect will first natively integrate files from Microsoft OneDrive for Business and SharePoint into Salesforce, and connectors for additional popular enterprise repositories will be added over the coming months, including support for Google Drive.

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