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What are Role-Based Templates for SharePoint My Sites?Every job role is unique and demanding. As people work to drive business outcomes, they have to balance the complexities of interacting with multiple systems, tracking goals, and relating to surrounding processes. IT organizations have been seeking role-based solutions that can provide information workers with common interfaces to access priority information. Role-Based Templates for SharePoint My Sites are custom templates, designed for Office SharePoint Server 2007 and the My Site functionality, and tailored to address the unique needs and requirements of specific roles within an organization. Custom information relevant to your roleWith personalization becoming an increasingly important business need and the key to effective collaboration, Microsoft Office SharePoint Server 2007 offers My Site, a personal site that pulls together summary views of personal information and provides full control over information "for me, by me, and about me." Role-Based Templates for SharePoint My Sites are envisioned as extensions to the standard My Site functionality, providing a personal portal and dashboard with data relevant to your job role. Role-Based Templates for SharePoint My Sites can provide enhanced business insight and help drive company-wide productivity through a common interface to access priority information from varied sources and systems related to job roles, individual responsibilities, and surrounding processes. The templates display information in a way that is familiar and easy, and is built around the way people in the company work, enabling business decision-making with greater confidence. Integration within your businessRole-Based Templates for SharePoint My Sites are pre-configured to display, in a common environment, role-relevant data from sources such as line of business systems, desktop tools, and portals. The templates make use of SharePoint Server 2007 capabilities, such as audience targeting, KPIs, workflows, Excel services, Business Data Catalog, and others. The templates are built using existing out-of-the-box SharePoint Web parts, and are flexible, providing a starting point for custom development. They can be integrated with existing systems, customized, extended, and even replicated. IT departments can quickly deploy role-based portals, as well as cost-effective and easy-to-use solutions, that integrate with important IT investments. Unique features for common job rolesDevelopment of the Role-Based Templates for SharePoint My Sites took into account the extensive research that produced the Microsoft Dynamics Customer Model, a model that focuses on the daily tasks of individual roles within an organization. The research was leveraged to create functionality that is relevant to each role and provide a starting point for your own role-based personal portals. Seven Role-Based Templates for SharePoint My Sites are planned, each focusing on a different area within an organization and introducing features that are uniquely suited for the way people in that job role work.
More informationAdministrative Assistant template
More informationController-Financial Analyst template
More informationCustomer Service Manager template
More informationHR Manager template
More informationIT Manager template
More informationMarketing Manager template
More informationSales Account Manager template
More informationDownload all Role-Based Templates for SharePoint My SitesAll available role-based My Site templates can also be downloaded in one convenient package. Registration is required. |
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The Administrative Assistant template displays a highlights calendar for the organization, such as award functions and meetings, enabling the assistant to have activity information at their finger tips for better coordination. It also displays the payment summary containing details about payments made for items under different categories. It displays the list of available facilities in the organization and the respective contact person, and an issues list containing details about issues related to office management. As a part of administrative operations and management, the site displays the details of requisitions and assets. The availability of reports, employee survey outcomes, contacts and links enable quicker and easier access to information for better communication and collaboration.
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The Controller-Financial Analyst template helps controllers and financial analysts automate the process of analyzing financial data and information, helping them in their overall decision-making process. The template assists in tracking top performing products and opportunities at different geography levels. It also provides a graphical view of product sales and revenue. The overall design of this Role-Based My Site template is to help Controllers- Financial Analysts achieve their goals of communicating overall corporate performance, budget, and future growth projection to the management, investors, and other stakeholders. 
The Customer Service Manager template helps managers streamline the process of monitoring performance and enables the quick decision making that is usually required when addressing a customer’s complaints. The template provides a graphical view displaying call distribution, service performance, operation costs and representative quality indicators. It helps review order status and also displays key performance indicators for customer satisfaction and vendor performance. The overall design is to help Customer Service Managers attain their goal of 100% customer satisfaction.
The HR Manager template helps HR Managers keep a tab on the employee composition and distribution within the organization. During the performance review cycle, the template provides information on the status of performance reviews and helps the HR Manager in quickly identifying bottlenecks associated with it. As a part of employee engagement, the template displays various activities conducted on a monthly basis. It also displays details about training conducted for employees under various categories, info about attrition rates at the organization and business unit level, shows job opening details and employee referrals along with interview schedules for hiring to help with recruitment management.
The IT Manager template focuses on the IT Manager in a maintenance division handling location support. The services rendered by the support team are governed by the Service Level Agreement (SLA), where service level is defined by response, resolution and threshold. IT Managers oversee the support services provided by the team of IT engineers for SLA adherence and coordinate with the team for backups and updates. They also oversee the incident calls and escalations being logged in the help desk. At a product level, IT Managers track license renewal and their respective roadmaps and updates.
The Marketing Manager template helps streamline the process of lead inquiries and conversions. The template assists with activities such as budget planning for marketing activities, planning activities for certain initiatives, planning for collateral, and implementing a wide range of promotions for products. This template also displays metrics related to the number of activities conducted and provides assistance in managing competitor information. The overall design of this template is to help the Marketing Managers attain their goals developing and implementing marketing communications focused on brand development, customer acquisition and engagement.
The Sales Account Manager template helps managers streamline the process of analyzing sales and opportunity information for their overall decision making. The template assists in customer account tracking against a set of performance metrics, such as quarterly revenue, growth, and opportunity. It also provides a graphical view of the geographical distribution of product sales and opportunities. The overall design of this Role-Based My Site template is to help Sales Account Managers attain their goals of customer satisfaction and revenue augmentation.
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