More developments around SharePoint templates : Role-Based Templates fro Windows SharePoint Services ….
… Building on the successful concept of Application Templates for Windows SharePoint Services, we are announcing a set of Role-Based Templates for SharePoint My Sites. The first two templates, planned to be available in the end of this month (January), will showcase dashboard examples for Sales Account Managers and Controllers / Financial Analysts. The result of extensive research about these roles’ functions and information needs, the sample templates for My Sites utilize existing out-of-the-box web parts in Office SharePoint Server 2007 to display relevant information from data sources such as LOB systems, desktop tools, and other portals. While the templates contain only sample data, they have been designed to be extensible for actual implementations through the configuration of audience targeting, KPIs, workflows, Excel Services, Business Data Catalog, and other capabilities in SharePoint Server. ….
Bob Sutton also gives a more detailed overview of 2 of the new templates :
- Sales Account Manager
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.
- Controller / Financial Analyst
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 controller and financial analysts achieve their goals of communicating overall corporate performance, budget and future growth projection to the management, investors and other stakeholders.
For more information on the Role-Based Templates, go to the product page.
Bob Sutton, Senior Product Manager
SharePoint Products and Technologies