Managing the Solution

After the solution is built, only a few additional tasks need to be completed to deliver the solution and start using it. First, permissions need to be configured for the users of the site. Second, users should be trained and expectations should be set in order to have successful user adoption.

Permissions Management

Managing permissions for the solution site is generally the same as for other sites within your SharePoint environment. The standard SharePoint groups are used for permissions in addition to the Sales group that was added.

The Sales group is used as a way to filter the users who can be selected for the account owners of company records. No additional permissions are granted to the group at this time.

Communication and Training

Keeping users informed and enabling them for success with the solution are both key governance concepts. It’s important to have a communication plan in place to keep users involved throughout the entire process both for feedback purposes and to allow them to plan for the new functionality. Once the solution has been completed, it’s important not only to provide training on how to use the solution for users at that time, but to have ongoing materials available to bring new users up to speed on the solution as well.

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