The IBM Collaboration and Productivity experience is well known to this community, but there are other options. The Microsoft experience, including Office 365, SharePoint Online, Groups, Teams, Dynamics CRM, MS Graph, PowerBI and more. This session will give an overview of the offering and how the cloud is allowing for rapid delivery of functionality. We will showcase customer solutions built on top of the platform, including intranets, document management, workflow, and business solutions. We will highlight the customization and development options available, including Office add-ins, MS Teams toolkit, Nintex Workflow, Winward document generation, and Azure custom .Net development. We will highlight a day in the life demo for sales, knowledge worker, and executives.

1. COLLABORATION AND PRODUCTIVITY
FROM THE OTHER SIDE
The Microsoft experience, including Office 365, SharePoint Online, Groups,
Teams, Dynamics CRM, MS Graph, PowerBI and more. This session will give
an overview of the offering and how the cloud is allowing for rapid delivery
of functionality.
© 2017 PSC
Group, LLC

3. THE THREE THINGS YOU ARE GOING TO LEARN
1. What is the Microsoft Collaboration
Experience?
2. How a user experiences this – real
world experience
3. What other customer’s are doing to
embrace Office365
© 2017 PSC
Group, LLC

4. WHAT YOU ARE NOT GOING TO LEARN
• No IBM Bashing
• No Direct Comparisons
• How to Implement These
Solutions
© 2017 PSC
Group, LLC

5. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

6. JOHN HEAD
• Chief Evangelist & Business Development
• IBM Dual Champion - Collaboration and Cloud
• 25 years experience
• 19 Consulting, 6 sales
• Speaker of 70+ sessions at conferences and user groups around
the world
• Specialize in Application Modernization & Integration
• 5 year Lumity Exec Board Member
• YWCA of Metropolitan Chicago Exec Board Secretary, Board
Member
© 2017 PSC
Group, LLC

8. OUR METHODOLOGY
MODERNIZATION, NOT MIGRATION
Inventory
Existing
Application
Portfolio
Categorize and
Prioritize
Estimate
Modernization
Costs
Determine
Landing Platform
Network Impact
Analysis
Data Center
Impact Analysis
Define Security
Model on
Landing Platform
Establish
Tools &
Standards
Application
Transformation
Data
Transformation
Sunset
Legacy
Environment
Develop Support
and Staffing Plan
Application
Modernized!
Reduce Licensing
of Legacy
Environment
Define
Governance
Model
Modify
Infrastructure
Establish
Development
Environment
Specify and
Procure
Production
Hardware and
Software
Analysis & Design
Prepare for a more data driven,
mobile, social and dynamic future
Identify opportunities to enhance
processes, workflow and security
Technical
Analysis
Business Value
Analysis
Cultural Change
Analysis
Develop Training
Plan and
Materials
Train End Users
on Modernized
Application
ANALYZE
MODERNIZE
© 2017 PSC
Group, LLC

9. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

10. OFFICE 365:
A TOOLBOX,
NOT A TOOL
• What to use when?
• What products and services best fit my
organization?
• How can I achieve ROI quickly?
• Out-of-the-box vs. custom development
• What’s coming down the pike?
• How do I customize without breaking new
functionality?
• What’s tried & true vs. what’s bleeding
edge?
• How do we govern it?
• What will it cost?

12. VISION:
CROSS-FUNCTIONAL COLLABORATION
OneDrive replaces
File Shares
• Personal OneDrive
replaces H drive
• Sites & Groups
replace shared
drives
• One interface
• Selective local sync
Microsoft
Groups/Teams
• Activities
• Persistent Chat
• Shared Calendar
• Document
Management
• Planner (Tasks)
Cross-Functional
Initiatives
• Best Practices for
Safety
• Project Information
• Project Forecasting
• Communities of
Practice
• Initiatives

13. CROSS-FUNCTIONAL COLLABORATION:
ONEDRIVE REPLACES FILE SHARE
• All my files PLUS files
from all my sites in
one place (get it?)
• Version control
• Move/copy files
between personal
drive and sites
• Selective local
synchronization
OneDrive

14. CROSS-FUNCTIONAL COLLABORATION:
ONEDRIVE REPLACES FILE SHARE
• Choose files/folders to
sync from various sites
• Supports co-editing and
change merge
Selective Sync

15. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

16. What’s a Team?
A Team is a persistent chat-
based workspace that
connects your team to other
services and apps.
Teams are made up of 5
major functions:
1. Conversations
1. Team
2. Private chat
2. Files
3. Notes
4. Tabs
5. Connectors

17. Customized
for each team
A hub for
teamwork
Chat for
today’s team
Benefits of Teams
For users
1. Eliminate email
2. Instant context
3. One UX to rule them all
4. Services meet you where you are
For administrators
1. Compliance & disaster recovery
2. Fits into existing Office 365
ecosystem
3. Train once, rinse, wash, repeat

18. CONTEXT: OFFICE 365 ECOSYSTEM
• Persistent chat
• One-stop-shop UX
Team
• News
• Documents
• Custom databasesSharePoint
Site
• Distribution list (email)
• Team conversations
• Planner
• Notebook
• Etc.
Office 365
Group

19. ARCHITECTURE

20. Team
• Comprised of users,
channels
• Private or public
• 1:1 Team:Group
Channel
• All team members
have access
• Creates a section in
OneNote notebook
• Comprised of
conversations, tabs,
connectors
• “General” channel
created OOB

21. 1
2
3
5
4
Workspace
1. Team
2. Channels
3. Tabs
4. Conversation space
5. Connector

22. Gotchas
• Governance
• Who can create them?
• Ideally, automate!
• Tabs
• Connectors
• Bots

23. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

24. DISCOVERY FINDINGS
Internal Communications
• Complex publishing process
• Limitations in design, layout
• Updates from other departments are buried in each site
• Current search process inhibits site usability
Cross-Functional Collaboration
• Ad-hoc teams lack the ability to collaborate
• Current structure forces groups outside corporate systems
• Email, file shares are go-to storage locations
Forms & Workflow
• Forms are difficult to find, difficult to maintain
• Filled-out forms are printed, emailed or saved to file shares (at best)
• Submission is manual and data is locked into individual files
Analytics
• Data is trapped in multiple files across multiple, private drives
• Insights are difficult/impossible due to lack of data
Directory
• Multiple sources with various data keys hamper the ability to present a comprehensive listing of
employees, contractors and rooms.

25. SharePoint Online
INTERNAL COMMUNICATIONS
On this site:
• Corporate news
• Portal
• Corporate
forms/documents
Security
• Everyone is a Reader
• Minimal contributors
News from InfoCenter
site
• Managed for all users
• Links to key content
(Knowledgebase, portal,
certain departments, etc.)
Featured links
• Sites I follow (opt-in)
• Examples: departments,
special-interest groups,
regional offices, etc.
News from other sites
SharePoint Mobile app

29. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

36. DOCUMENT GENERATION
• Full-featured, powerful, enterprise level reporting
• Produce PDF, DOCX, XLSX and more reports
• Professional, visually impressive charts, graphs, documents
• A highly customizable document generation system -- Extremely Flexible
• Intuitive design tool that allows non-technical users to generate reports
• Design Reports in Microsoft Word, Excel or PowerPoint
• Drag & Drop Functionality
• “Pods” -- Create advanced reports & documents simply with drag and drop
• Shallow learning curve – end user driven
design

37. THE REPORTING ENGINE
Data

38. FLEXIBILITY
• Small Footprint, Very lightweight & Powerful
• No installation of Office Required
• The Engine works with all .NET and Java languages
• 3 Types of Engines
• .NET
• Java
• Restful

39. SUPPORTED DATA SOURCES
• Databases
• Microsoft SQL Server
• Oracle
• MySQL
• IBM DB2
• PostgresSQL
• Microsoft Azure SQL
• ODBC and OLEDB
• File Based
• XML
• Microsoft Access (ODBC)
• SharePoint Lists
• SQL Schema
• Web Based
• Salesforce
• JSON
• REST
• OData
8/13/2017 41

41. • Introductions
• Office365 Overview
• Microsoft Teams
• Customer Story
• Other Cool Things
• Wrap-Up
© 2017 PSC
Group, LLC

42. THE THREE THINGS YOU
LEARNED
1. What the Microsoft Collaboration
Experience looks like
2. How a user experiences this – real
world experience
3. What other customer’s are doing to
embrace Office365
© 2017 PSC
Group, LLC

43. Thank You! Questions?
Contact:
John Head
331.684.7114
jhead@psclistens.com
© 2017 PSC
Group, LLC