Collaboration with SharePoint Online is very different with the arrival of Office 365 Groups, Delve and OfficeGraph. Do we still need metadata to organize and retrieve our content? When taking the leap to the cloud, you also have to think about your users. Our IT reflexes push us to set up complex documentary architectures that hinder the adoption rate. How does Office 365 revolutionize the way we collaborate? What are the pitfalls to which we should not fall victim to?

1. @valleelp #SPFestChicago SPFest Chicago
DO WE STILL NEED METADATA IN OFFICE 365
December 7th 2017

2. @valleelp #SPFestChicago SPFest Chicago
@valleelp
https://en.share-gate.com/blog
SHAREGATE | PRODUCT MANAGER | SPEAKER
LOUIS-PHILIPPE
VALLEE

3. @valleelp #SPFestChicago SPFest Chicago
LET’S LOOK
BACK A LITTLE

4. @valleelp #SPFestChicago SPFest Chicago
NO MORE FILE SYSTEMS
OUR DOCUMENTS ARE
GOING TO SHAREPOINT

5. @valleelp #SPFestChicago SPFest Chicago
Migration project

6. @valleelp #SPFestChicago SPFest Chicago
ORDER IS ACHEIVED

7. @valleelp #SPFestChicago SPFest Chicago

8. @valleelp #SPFestChicago SPFest Chicago

9. @valleelp #SPFestChicago SPFest Chicago

10. @valleelp #SPFestChicago SPFest Chicago

11. @valleelp #SPFestChicago SPFest Chicago
OUR
AGENDA
NEWWAYS
TO FIND
DOCUMENTS
THE
METADATA
DO
WE
NEED
META
DATA?
PAIN

12. @valleelp #SPFestChicago SPFest Chicago
THE METADATA PAIN

13. @valleelp #SPFestChicago SPFest Chicago

14. @valleelp #SPFestChicago SPFest Chicago
PROJECT
NOT IN
TERM SET

15. @valleelp #SPFestChicago SPFest Chicago
FOR REAL ?

16. @valleelp #SPFestChicago SPFest Chicago
WORKSWITH OFFICE ONLINE
YOU CAN’T CHECK IN
GREAT! BUTWHY METADATATHEN ?

17. @valleelp #SPFestChicago SPFest Chicago
FOR REAL ?
PLEASE.

18. @valleelp #SPFestChicago SPFest Chicago

19. @valleelp #SPFestChicago SPFest Chicago
MAKE IT
STOP!

20. @valleelp #SPFestChicago SPFest Chicago
Ben the IT admin

21. @valleelp #SPFestChicago SPFest Chicago
WE’LL USE DEFAULTVALUE SETTING

22. @valleelp #SPFestChicago SPFest Chicago

23. @valleelp #SPFestChicago SPFest Chicago

24. @valleelp #SPFestChicago SPFest Chicago
CAN I JUST …
SAVE AND
MOVE ON ?

25. @valleelp #SPFestChicago SPFest Chicago
Managing metadata is a pain
for end users and hinders
adoption

26. @valleelp #SPFestChicago SPFest Chicago

27. @valleelp #SPFestChicago SPFest Chicago
DELVE
1

28. @valleelp #SPFestChicago SPFest Chicago
http://buff.ly/2sm39jV by Jeff Fried

29. @valleelp #SPFestChicago SPFest Chicago
Surfaces all types of information based on your permissions,position
and other personal info it knows about you and your colleagues.
AI-assisted
Microsoft
Graph

30. @valleelp #SPFestChicago SPFest Chicago
One of the biggest complaints of any
Intranet or document management
system is that people cannot find
documents,no matter how good the
taxonomy or search engine.

31. @valleelp #SPFestChicago SPFest Chicago

32. @valleelp #SPFestChicago SPFest Chicago

33. @valleelp #SPFestChicago SPFest Chicago
#Awesome

34. @valleelp #SPFestChicago SPFest Chicago
USE CASE:
TAG ALL USEFUL
DOCUMENTATION FOR
NEW EMPLOYEES

35. @valleelp #SPFestChicago SPFest Chicago
AUTHOR
#TAGS
FAVORITE
LOCATION
NEED MORE
METADATA?

36. @valleelp #SPFestChicago SPFest Chicago
GROUPS
2

37. @valleelp #SPFestChicago SPFest Chicago
EVERYBODYTALKS
ABOUT GROUPS

38. @valleelp #SPFestChicago SPFest Chicago
LETS
DIVE IN A LITLE
DEEPER

39. @valleelp #SPFestChicago SPFest Chicago
LETS SEE
WHAT IT
OFFERS
ONLY
SECURITY

40. @valleelp #SPFestChicago SPFest Chicago
…
SELF SERVICE FOR COLLABORATION

41. @valleelp #SPFestChicago SPFest Chicago
LETS SEE
WHAT IT
OFFERS
MODERN
TEAM SITE

42. @valleelp #SPFestChicago SPFest Chicago
LETS SEE
WHAT IT
OFFERS
FOLDER

43. @valleelp #SPFestChicago SPFest Chicago
FOLDER ARE CREATED FOR EVERY CHANNEL INTEAMS

44. @valleelp #SPFestChicago SPFest Chicago
USING FOLDERS

45. @valleelp #SPFestChicago SPFest Chicago
USING FOLDERS

46. @valleelp #SPFestChicago SPFest Chicago

47. @valleelp #SPFestChicago SPFest Chicago
ONEDRIVE
SYNC
ON-
DEMAND
https://blogs.office.com/2017/05/11/introducing-onedrive-files-on-demand-and-
additional-features-making-it-easier-to-access-and-share-files/

48. @valleelp #SPFestChicago SPFest Chicago
WHAT ABOUT
THE SEARCH ?

49. @valleelp #SPFestChicago SPFest Chicago

50. @valleelp #SPFestChicago SPFest Chicago
PORTAL
SEARCH

51. @valleelp #SPFestChicago SPFest Chicago

52. @valleelp #SPFestChicago SPFest Chicago
LOCAL
SEARCH

53. @valleelp #SPFestChicago SPFest Chicago
LOCAL
SEARCH

54. @valleelp #SPFestChicago SPFest Chicago
GLOBAL
SEARCH
WHERE IS MY
REFINEMENT PANEL ?

55. @valleelp #SPFestChicago SPFest Chicago
HUB
SEARCH

56. @valleelp #SPFestChicago SPFest Chicago
GET BACK TO WHAT
YOU WERE DOING

57. @valleelp #SPFestChicago SPFest Chicago
[ANNONCMENTS]
THE MODERN SEARCH
https://blogs.bing.com/search/2017-09/finding-what-you-need-at-work-
just-got-easier-with-bing-for-business
https://techcommunity.microsoft.com/t5/Security-Privacy-and-
Compliance/Introducing-Multi-Geo-in-Office-365/ba-p/107016MULTI-GEO
BING FOR
BUSINESS
SEARCH INWINDOWS &TEXT
EXCTRACTION FROM IMAGES

58. @valleelp #SPFestChicago SPFest Chicago
Bing for business pulls this data from across the Microsoft Graph and the web to create an experience where
you get all this information in one place, so you save time searching.

59. @valleelp #SPFestChicago SPFest Chicago
Multi-Geo enables a tenant to span across multiple Office 365 datacenter geographies (geos)
Store your Exchange and OneDrive data, at-rest, on a per-user basis, in their chosen geos

60. @valleelp #SPFestChicago SPFest Chicago
GET BACK TO WHAT
YOU WERE DOING
https://searchexplained.com/thoughts-modern-search-experiences-in-office365/

61. @valleelp #SPFestChicago SPFest Chicago
I’M STILL
NOT SURE

62. @valleelp #SPFestChicago SPFest Chicago
YOU ARE PROBABLY RIGHT

63. @valleelp #SPFestChicago SPFest Chicago
COLLABORATION
COPORATE DOCUMENT
MANAGEMENT
VS

64. @valleelp #SPFestChicago SPFest Chicago

65. @valleelp #SPFestChicago SPFest Chicago
Apply labels to content automatically if it matches
specific conditions
(sensitive information or matching keywords)
DATA RETENTION

66. @valleelp #SPFestChicago SPFest Chicago

67. @valleelp #SPFestChicago SPFest Chicago
Auto tag label only available with E5 subscription
https://support.office.com/en-us/article/Overview-of-labels-af398293-c69d-465e-a249-d74561552d30
Only one label at the time on a document
Default labels are not granular
in a SharePoint Library

68. @valleelp #SPFestChicago SPFest Chicago
INTHE END,REMEMBER…

69. @valleelp #SPFestChicago SPFest Chicago
COLLABORATION IS MESSY
DON’T FORGET USERS

70. @valleelp #SPFestChicago SPFest Chicago
ARE NOT DEAD

71. @valleelp #SPFestChicago SPFest Chicago
MICROSOFT STILL INVESTS
A LOT IN METADATA

72. @valleelp #SPFestChicago SPFest Chicago
CONDITIONAL FORMATING
https://techcommunity.microsoft.com/t5/SharePoint-Blog/Updating-content-management-for-the-cloud/ba-p/106615

73. @valleelp #SPFestChicago SPFest Chicago
New Data Information Panel (DIP)
http://sympmarc.com/2017/11/16/the-new-dip-the-sharepoint-properties-panel-arrives-in-word/

74. @valleelp #SPFestChicago SPFest Chicago
COMING UP
FOR
END USERS
https://en.share-gate.com/blog/microsoft-ignite-2017-takeaways-an-updated-sharepoint-roadmap#comment-3651124066

75. @valleelp #SPFestChicago SPFest Chicago
Thank you!
Follow me for
more @valleelp