Future Proofing Your Office 365 Strategy

@RHarbridge #SPSNH
RICHARD
HARBRIDGE
My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead.
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY

1. ALIGN WITH THE MICROSOFT ROADMAP
2. PLAN & IMPLEMENT FOR SCALE
3. ALIGN WITH CRITICAL INDUSTRY TRENDS
4. PRO-ACTIVELY PLAN & EXECUTE
5. TACKLE ADOPTION LIKE A SERVICE

OFFICE 365 HAS A ROADMAP…
It’s important to understand what’s coming, what’s changing and how we should prepare.

EXAMPLE: LEVERAGING MODERN SITES…
• Over 33 New Modern Web Parts
• Save Page As Template (Page Design)
• Save/Bookmark
• Send By Email & Email News Digest
• Section Layouts
• Richer Integration With Teams
• Audience Targeting
• & Much More…
There are more than 40 reasons outlined in Office365Intranets.com to use Modern sites over classic
ones. Transition ASAP as modern sites are the foundation for most new features.

DIGITAL VALUE WILL GROW OVER TIME…
Our organizations have to plan to keep pace with growth and ever increasing user demand.

EXAMPLE: PROVISIONING AUTOMATION…
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve
content organization and apply things like default metadata and pre-configured templates.

SOME TRENDS FOR DIGITAL WORKPLACES
Here are just a few simplifications of many important topic areas to understand from an industry
trend perspective. Each of these should be aligned or represented in your Office 365 strategy.
Personalization
Behavior Based
Recommendations &
Targeting
Dynamic &
Personalized
Navigation
Contextual
Assistance &
Experiences
Integration
Self-Service
Integration
Enterprise
Integration Solutions
& Cloud Services
Integration
Approaches
Experience
Engaging
Experiences
Mobile First
Experiences (Apps
Matter)
Natural Language
Interfaces & Bots
Search
Predictive &
Behavior Based
Results
Intelligent Indexing
& Analysis
Contextual &
Configurable
Experiences

EXAMPLE: CUSTOMER EFFORT SCORING
“The customer effort score outperforms the Net Promoter Score and Customer Satisfaction
measures in predicting behavior.” – Harvard Business Review
High
Low High
Predictive Power For Increased Spending
Predictive Power For Purchasing
Customer
Satisfaction
(CSAT)
Customer
Effort Score
(CES)

EXAMPLE: EMPLOYEE EFFORT SCORING
“An Employee Effort Score will outperform the Employee Satisfaction scores in predicting
behavior (and efficacy).” – Richard Harbridge (at Microsoft Ignite 2018)
High
Low High
Predictive Power For Increased Productivity
Predictive Power For Increased Engagement
Employee
Satisfaction
(ESAT)
Employee
Effort Score
(EES)

CULTURAL ALIGNMENT MATTERS
How aligned is your strategy and expectations with your organizations culture?
As an example do you ask
questions like these two when
you evaluate performance of
employees on a quarterly and/or
annual basis?

NO MORE TECHNOLOGY UPGRADES?
Just because you are on Office 365 doesn’t mean you don’t need to pay a ‘knowledge tax’ and
optimize every few months or years to get more out of your IP and your digital investments.
Technology Business
*Simplified SharePoint Example
Historically most investments in things like
SharePoint are tied to a SharePoint Server
upgrade project.
Essentially a technical upgrade project and a re-
organization, re-design or optimization project.
Arguably the business re-org project was always
the more important focus but often didn’t get as
much dollar for dollar investment since we had
to spend so much time and money on the
technology side.

NO MORE TECHNOLOGY UPGRADES?
Just because you are on Office 365 doesn’t mean you don’t need to pay a ‘knowledge tax’ and
optimize every few months or years to get more out of your IP and your digital investments.
Technology Business
*Simplified SharePoint Example
Now we still need to invest regularly in
optimizing sites and content, improving design
and training and adoption, but we don’t have
the technology upgrade project trigger as a
reliable way to kick start this work.

PRO-ACTIVE & COMPREHENSIVE PLANS…
It is important to not just plan for a targeted workload or project/program, but to instead plan for
many, based on your digital workplace goals and all of Office 365’s services.
- Intranets?
- Extranets?
- Departmental Portals?
- Functional Areas?
- Project Sites?
- Team Sites?
- Enterprise Social Networks?
- Document Management?
- Records Management?
- Business Processes?
- Information Protection?
- Meeting Management?
- And much much more….

EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. Office365Intranets.com

EXAMPLE: POWER BI ROADMAP SAMPLE
Below is a really simple example of a roadmap for just Power BI as a technology focus.

TACKLE ADOPTION LIKE A SERVICE
Shift from tackling adoption as projects to tackling adoption like a service.
Adoption
Services
Review
Governance
Readiness
Align With
Business
Objectives
Measure &
Review
Plan &
Execute
Adoption
Campaigns
Improve
Digital
Center Of
Excellence

EXAMPLE: HAVE THE RIGHT ROLES…
Do you have people who own and lead key roles, do you have the resources that
support a role? Does the role communicate, coordinate and engage effectively?
Role Resources Communication Coordination Engagement Trend
Office 365
Project Manager
4 - Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Business Owner
4.5 – Managed 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Executive
Sponsors
4.5 – Managed 5 - Optimizing 5 - Optimizing 4 - Managed 
Champions
4 - Managed 4 - Managed 5 - Optimizing 4 - Managed 
Departmental
Leads
3.5 – Defined 4 - Managed 4 - Managed 2 – Opportunistic 
Education Leads
4 - Managed 4 - Managed 4 - Managed 2.5- Opportunistic 
IT Leads
4 - Managed 4.5 – Managed 5 - Optimizing 4.5 – Managed 
HR Manager
3 – Defined 3.5 – Defined 3.5 – Defined 3 – Defined 
Communication
Leads
5 - Optimizing 5 - Optimizing 5 - Optimizing 5 - Optimizing 
Community

EXAMPLE: POLICIES AND GUIDANCE
Resources can be even more complex. Do you have common and expected policies, guidance,
or content available and up to date today?
# Need
Current
State
Notes & Recommendations
Support
1
Office 365
Champion
Coverage &
Selection Plan
Current State
No, Champion coverage and/or selection plan exists which identifies
champions per business unit, office, department, team, or floor nor one that
outlines how new Champions can/should be identified or nominated to
improve Office 365 adoption.
Current Champions were selected based on their role within the different units
and to get a good cross section of individuals (executives, reception area, field
and office workers)
Recommendations:
 Ensure there is an accessible list of these active champions.
 Ensure you have shared the details of how you select champions,
remaining champion gaps/needs, and how users can sign up to be one
in your Campion Coverage and Selection Criteria guidance.
2
Champion
Commitment
Guide
Current State
No, Champion Commitment Guide exists that articulates the value of
champions and the champion’s community while outlining champion
commitments and benefits
Recommendations:
 Draft an Office 365 Champion Guide detailing the value of Champions
and their community within your organization, the required
commitments necessary to be a Champion and the associated benefits.
3
Champion Fact
Sheet
Current State
No, the Champion community does not have a fact sheet that can be provided
to a champion’s manager to support or help in attaining buy-in.
Recommendations:
# Icon Description
1 Does Not Exist: The starting point of usage and guidance. There is no plan being
followed.
2 Partially Defined/Started: An approach may have been decided upon and is being
opportunistically applied. The approach has not been widely accepted nor adopted. It may
be informally defined.
3 Defined: The approach has been reviewed and accepted within the organization. There
has been buy-in to the documented approach and the approach is often followed. The
way this area is implemented is defined and/or standardized, but not in use across the
entire organization. Some governance is defined but may not be widely
understood/followed.
4 Defined & Managed: This area is centrally supported, standardized, and implemented
across the organization. It is defined and understood/followed. Metrics may be gathered
and reported.
5 Optimized & Managed: This area is functioning optimally and continuous improvement
occurs based on defined and monitored metrics or feedback. Assets are pro-actively
maintained to ensure relevancy and correctness. Leadership in this area is demonstrable.

Success readiness is something you can evaluate and it spans roles, programs,
policies, guidance, even incentives and rewards. http://Office365Resources.com.
USEFUL RESOURCE TO
GET YOU STARTED…

EXAMPLE: PLAN ADOPTION CAMPAIGNS
Leverage a campaign driven approach to plan and execute awareness/interest activities,
understanding/optimization activities, and more to get more from your adoption investments.

USEFUL WHITEPAPER WITH
FAR MORE DETAIL…
We need to be more tactical and granular to drive meaningful commitment.
Plan and execute adoption campaigns! http://Office365Campaigns.com

CAMPAIGNS ENRICH COE CONTENT
Each campaign generates new resources, training, tips, tricks, success stories,
and much more that adds continuous value to your digital center of excellence.

http://Office365Metrics.com contains guidance on ways to measure Office 365
& samples of common business impacts it can drive.
WHAT ABOUT
BUSINESS IMPACT?

Thank You!
Microsoft,Sponsors,&YouForMakingThisPossible…
100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
WhenToUseWhat.com Office365Intranets.com
Office365Metrics.com Office365Campaigns.com
Office365Extranets.com Office365Resources.com
Message Me On LinkedIn or Email Richard@2toLead.com
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
Let’s connect and find ways to do more and work together.

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Future Proofing Your Office 365 Strategy

Future Proofing Your Office 365 Strategy

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