atw: Sharepoint (was RE: Acrobat for generating KM system?)

Hi Stuart,

It must be something in the air because we also rolled out Sharepoint only a 
couple of weeks ago.

I haven't done a lot with it yet apart from set up my team and sub-document 
environments and then dump some documents in there but when I initially tried 
to set up a templates environment, I noted the templates opened as .dot files 
instead of .doc files. I haven't had a chance to resolve the issue yet so I 
guess there are a few things to learn. :)

First impressions are good however.

Cheers,

Bruce



After initial driving lessons
-----Original Message-----
From: austechwriter-bounce@xxxxxxxxxxxxx 
[mailto:austechwriter-bounce@xxxxxxxxxxxxx] On Behalf Of Stuart Burnfield
Sent: Friday, 7 December 2007 12:59 AM
To: austechwriter@xxxxxxxxxxxxx
Subject: atw: Acrobat for generating KM system?

Hi Elizabeth

That's quite eerie. My client is doing almost exactly the same thing. In
fact, I read your message on ATW while I was waiting for Visio 2007 to
finish installing so I could take over maintenance of the 'Graphical
process flows' diagram.

We don't have much text in Visio--the process diagram is displayed as a
sort of overview page on the Sharepoint site, and clicking one of the
boxes links to the corresponding Sharepoint page with all the associated
Word templates and documents. The main difference is that we don't have
the requirement for portability.

I'd really be looking at HTML rather than PDF if I were you. I can
picture having all the separate documents as HTML pages or perhaps an
HTML Help system. The Visio diagram would be saved as a web page and
would in effect be the home page of the site. You wouldn't want to
update the diagram every time you added a new document, so I guess you'd
want to have each hotspot in the diagram link to a known URL for the
corresponding main topic. The main processes/topics should be fairly
static--for example if there's an Organise Christmas Party process in
the methodology, you'd have a link from that box in the Visio diagram to
../documents/OrgChristmasParty.html. The processes and supporting
documents relating to that process might change a lot, but all you have
to do is update the content of OrgChristmasParty.html and the pages
below it.

So to sum up, you would use a HAT or HTML editor to update the documents
and that would maintain the links from the main topic pages and between
the docs. The links to the main topics would have to be updated by hand
in Visio but this shouldn't happen often.

Hope that all makes sense. I can't really pass on any hard-won wisdom
about Visio and Sharepoint because I've just been picking up this stuff
myself literally in the last couple of weeks. Sharepoint looks...
interesting. I guess I can check in with you if I come across anything
that looks like a show-stopper for what you intend to do.

Good luck.

Stuart

---

We are developing a business methodology, and want to develop some
kind of electronic storage for it, including as some high-level
requirements:

* Graphical process flows where we can click on an activity to drill
down to lower levels, and also access further information about the
activity, including "attributes" such as mandatory/optional, and links
to case studies and templates
* Storage of case studies and templates and other accessories to the
methodology
* Portability, so a consultant can whack the latest version onto their
laptop and take to a client site (preferably with accessory files)
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