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MICROSOFT 365 STRATEGY &
SUCCESS: PRACTICAL TOOLS &
TECHNIQUES FOR THE STRATEGIST,
INFO ARCHITECT & ANALYST
Facilitated By...
RICHARD
HARBRIDGE
My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead.
CTO & MVP | SPEAKER & AUT...
OUR GOAL TODAY…
Is basically to help you feel more confident and capable when it comes to planning, executing
and managing...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
IT IS ALL ABOUT BUSINESS SATISFACTION…
Let’s dig into where IT is performing and under performing today based on satisfact...
IT IS ALL ABOUT BUSINESS SATISFACTION…
Let’s dig into where IT is performing and under performing today based on satisfact...
CUSTOMER EFFORT SCORING
“The customer effort score outperforms the Net Promoter Score and Customer Satisfaction
measures i...
EMPLOYEE EFFORT SCORING
“An Employee Effort Score will outperform the Employee Satisfaction scores in predicting
behavior ...
@RHARBRIDGE
3.1% vs 50%>
IT operational spending is only expected
to increase by 3.1% in 2020. However
Line of Business IT...
FROM DIGITAL WORK TO DIGITAL EXCELLENCE…
The more we work digitally the more what we do is captured. With AI improvements ...
FROM DIGITAL WORK TO DIGITAL EXCELLENCE…
The more we work digitally the more what we do is captured. With AI improvements ...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
OFFICE 365 HAS A ROADMAP…
It’s important to understand what’s coming, what’s changing and how we should prepare.
OFFICE 365 HAS A MESSAGE CENTER…
It’s important to understand what’s coming, what’s changing and how we should prepare.
HAVE YOU LOOKED AT USER VOICE?
The various user voice feedback collections for Microsoft 365 can help you understand gaps ...
ALWAYS EXPLORE OOTB FIRST…
While 3rd parties can highlight gaps be sure to evaluate OOTB first. Trust but verify that your...
EXAMPLE: LEVERAGING MODERN SITES…
• Over 40 New Modern Web Parts
• Save Page As Template (Page Design)
• Save/Bookmark
• S...
GETTING TO MODERN…
Using this scanner you can prepare your classic sites for modernization.
Transform classic
pages to mod...
PERMISSIONS HELP FRAME READINESS…
When evaluating a readiness for teams or a modern team site check permissions in the
exi...
EXAMPLE: LEVERAGE MICROSOFT SEARCH…
While today we cannot customize Microsoft search the way you may want, it still provid...
EXAMPLE: MICROSOFT MOBILE FIRST…
Enable better site experiences on mobile devices. Designed for the user. Extending team o...
FREE MIGRATION TOOLING…
Quickly migrate your sites from SP2013 or SP2010 with a new lightweight migration tool. Received m...
ACTIVITY: PLAN YOUR TECHNOLOGY…
Sometimes you can direct what you want to put on your own radar. What might be landing fur...
ACTIVITY: PLAN YOUR TECHNOLOGY…
What if we look at our own organizations technology radar?
Inspired by StepTwo’s Digital W...
ACTIVITY: PLAN YOUR TECHNOLOGY…
Sometimes you can direct what you want to put on your own radar. What might be landing fur...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
DIGITAL VALUE WILL GROW OVER TIME…
Our organizations have to plan to keep pace with growth and ever increasing user demand.
SITE CREATION & LIFECYCLE…
While OOTB can work great for many smaller orgs, most need more structure to support
governance...
SOME IMPROVED SUPPORT…
The ability to add custom themes, set a default site design, add additional site designs, scope sit...
PROVISIONING AUTOMATION…
By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve...
DEFAULT METADATA…
You don’t need to ask users for metadata if it can be determined by where their content is
stored. Locat...
SITE STRUCTURE MODEL(S)
There are a number of ways to manage site hierarchy. The key is to ensure hierarchy enables
collab...
HUB SITE PLANNING…
Go ahead and plan how you aim to implement hub sites within your organization
https://aka.ms/PlanningSP...
TEAMS IMPACT ON INFO ARCHITECTURE…
Be aware of the increased number of sites and by proxy greater importance of governance...
SIMPLE INTEGRATION STILL MATTERS…
When provisioning spaces connect them based on your IA and provisioning process. Example...
INTEGRATION CAN BE EASY…
Using the connectors built in, or by using a simple sync model you can connect systems and
reduce...
PROCESS IMPROVEMENT…
Doesn’t always need to be complex. Start with simple metadata changes, move onto
notifications, escal...
1 DAY HACKATHON
Establishing a culture of failure is important for individuals and teams to grow. PowerApps
works best whe...
YAMMER TIP: BIGGER GROUPS ARE BETTER
Events
Annual Offsite (2019, 2018, etc)
Ignite SP Saturday
SPC
User Group
Meet Up
The...
YAMMER TIP: OFFICIAL OR AWARDED
Not just to differentiate. To improve clarity of purpose, leader engagement, community
man...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
THERE IS A LOT OF PLANNING…
Technology is rarely planned in isolation, but this is especially true for SharePoint. In othe...
PRO-ACTIVE & COMPREHENSIVE PLANS…
It is important to not just plan for a targeted workload or project/program, but to inst...
EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365I...
EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365I...
EXAMPLE: POWER BI ROADMAP SAMPLE
Below is a really simple example of a roadmap for just Power BI as a technology focus.
WHERE DO YOU START? CURRENT STATE…
An easy way to approach this is to do findings exercises around your digital workplace ...
THEN START TO MAP FUTURE STATE…
Once you have findings then work on establishing actionable recommendations (hopefully
wit...
EMBRACE SPECIFICITY & ANALYSIS…
You can definitely approach this with more of a user need mapped to recommendation/solutio...
PRIORITIZATION CAN BE DIFFICULT…
The simplest prioritization formula still hasn’t changed.
Estimated Value
Estimated Diffi...
GIVING ESTIMATES…
Never ever give a single number. Why a range? Realistically if you don’t give a range it won’t
indicate ...
GIVING ESTIMATES…
So the first thing we need to agree on is that quickly estimating a ‘single number’ (without math/carefu...
EMBRACE SPECIFICITY & ANALYSIS…
You can definitely approach this with more of a user need mapped to recommendation/solutio...
FRAMING ROADMAPS IS NOT THAT HARD
Just try it yourself by putting together some recommendations from this event. Then put ...
PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Governance
Policies &
G...
ENSURE YOU HAVE THE RIGHT ROLES
Do you have people who own and lead key roles, do you have the resources that
support a ro...
POLICIES AND GUIDANCE
Resources can be even more complex. Do you have common and expected policies, guidance,
or content a...
Success readiness is something you can evaluate and it spans roles, programs,
policies, guidance, even incentives and rewa...
ALIGN WITH BUSINESS OBJECTIVES
Here is an example of the technique we often use when creating objective maps
for our custo...
MEASUREMENT MATTERS
It doesn’t need to be really difficult. Start with some business impact statements and the high-
level...
PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Adoption
Campaigns
FUNNEL FOR COMMITMENT
In order for users to improve their digital skills and technology use we need them
to embrace and co...
PLANNING FOR ADOPTION…
We need to be more tactical and granular to drive meaningful commitment.
Plan and execute adoption ...
PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after la...
PLANNING FOR TIPS
When each day’s Yammer/SharePoint News tip is posted by a member of the tip team it
ensures that these t...
PLANNING FOR TIPS
Tips drive users to take action, should be themed, should be pre-written before
the start of the campaig...
PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after la...
PLANNING FOR CONTESTS
Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office
365” do...
PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after la...
PLANNING FOR ADOPTION
Developing a roadmap for adoption where we plan activities before launch, during launch and
after la...
PLANNING FOR COMMUNICATION
Define a comprehensive communication plan along with the messaging for key Email, Intranet
post...
PLANNING FOR ADOPTION
Having a campaign over a duration of days enables greater measurement, clearer
accountability, and s...
PLANNING FOR MEASUREMENT
Example: We can see that most sharing is happening in SharePoint and not OneDrive. Great
insight ...
http://Office365Metrics.com contains guidance on ways to measure Office 365
& samples of common business impacts it can dr...
PLANNING FOR ADOPTION
If executing effective adoption campaigns leads to effective commitment is there anything
else we sh...
CAMPAIGNS ENRICH COE CONTENT
The campaign generates new resources, training, tips, tricks, success stories,
and much more ...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
It would be great to find content easily over the Intranet
using search and be able to access work related
documents and m...
“My goal is to be able to find content like news, forms,
templates, and research efficiently and with as little friction
f...
HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
aro...
HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
aro...
HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
aro...
HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
aro...
HOW CAN CARD SORTING HELP?
Techniques like card sorting can create shared understanding across a group of stakeholders
aro...
MIND MAP NAVIGATION…
Using Mind Maps for navigational design makes this process MUCH faster and more efficient.
MIND MAP SITE & TEAMS PLANNING…
…
HOW CAN VISUAL NOTE TAKING HELP?
When conducting any meeting there should never be a blank screen. Use PowerPoint,
OneNote...
Envisioning XYZ’s Workplace In
The Future
Centralize Data Storage
Use hybrid, or pure cloud-based storage services so it c...
STOP WITH THE BALANCING ACT ANALOGY…
Consider the example most people use when referencing Governance. The wild west or su...
DEMONSTRATIONS…
When and how should we showcase and share capabilities, features and solutions?
DEMONSTRATIONS…
When and how should we showcase and share capabilities, features and solutions? Based on a
richer an more ...
DEMONSTRATIONS & IMPACT…
What is the difference between a good and bad demo?
“SO WHAT” OR CONTEXT MATTERS A LOT…
Throughout the demo ask – “So what” – why is this important? This makes a huge differe...
WHAT WE ARE GOING TO COVER TODAY.
ALIGNING WITH MICROSOFT & OUR INDUSTRY
PLANNING & IMPLEMENTING FOR SCALE
PRO-ACTIVE PLAN...
Thank You!
M365VM,Sponsors,&YouForMakingThisPossible…
200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfW...
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Microsoft 365 Marathon - Strategy & Success: Practical Tools & Techniques For The Strategist, Information Architect & Business Analyst

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People are complex. Office 365 is complex. Add the two together and you get some of the most challenging, difficult, and stressful situations, especially if you are responsible for facilitating shared understanding between them. Join Richard Harbridge to learn about actionable techniques to improve, simplify and amplify your leadership, business analysis and information architecture efforts with Office 365. Walk away with improved confidence when dealing with business and non-technical related challenges of Office 365, and be familiarized with effective tools and techniques that make Office 365 implementations more successful.

Publicada em: Tecnologia
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Microsoft 365 Marathon - Strategy & Success: Practical Tools & Techniques For The Strategist, Information Architect & Business Analyst

  1. 1. MICROSOFT 365 STRATEGY & SUCCESS: PRACTICAL TOOLS & TECHNIQUES FOR THE STRATEGIST, INFO ARCHITECT & ANALYST Facilitated By: Richard Harbridge (@RHarbridge)
  2. 2. RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
  3. 3. OUR GOAL TODAY… Is basically to help you feel more confident and capable when it comes to planning, executing and managing SharePoint & Office 365 Strategy. From Here To Here
  4. 4. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  5. 5. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  6. 6. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  7. 7. IT IS ALL ABOUT BUSINESS SATISFACTION… Let’s dig into where IT is performing and under performing today based on satisfaction within the org/enterprise. There is a mismatch between where we are and where we need to be.
  8. 8. IT IS ALL ABOUT BUSINESS SATISFACTION… Let’s dig into where IT is performing and under performing today based on satisfaction within the org/enterprise. There is a mismatch between where we are and where we need to be.
  9. 9. 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)
  10. 10. 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)
  11. 11. @RHARBRIDGE 3.1% vs 50%> IT operational spending is only expected to increase by 3.1% in 2020. However Line of Business IT spending is expected to increase by more than 50%. (Source InfoTech Research 2019/2020)
  12. 12. FROM DIGITAL WORK TO DIGITAL EXCELLENCE… The more we work digitally the more what we do is captured. With AI improvements we can better understand how to work better, smarter, and more optimally.
  13. 13. FROM DIGITAL WORK TO DIGITAL EXCELLENCE… The more we work digitally the more what we do is captured. With AI improvements we can better understand how to work better, smarter, and more optimally.
  14. 14. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  15. 15. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  16. 16. OFFICE 365 HAS A ROADMAP… It’s important to understand what’s coming, what’s changing and how we should prepare.
  17. 17. OFFICE 365 HAS A MESSAGE CENTER… It’s important to understand what’s coming, what’s changing and how we should prepare.
  18. 18. HAVE YOU LOOKED AT USER VOICE? The various user voice feedback collections for Microsoft 365 can help you understand gaps in the current platform as well as early indication of priority from Microsoft.
  19. 19. ALWAYS EXPLORE OOTB FIRST… While 3rd parties can highlight gaps be sure to evaluate OOTB first. Trust but verify that your needs can’t be met without custom or 3rd party. Tenant administrators can take advantage of the SharePoint Provisioning Service to automatically provision SharePoint Look Book designs to any tenant in the world.
  20. 20. EXAMPLE: LEVERAGING MODERN SITES… • Over 40 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.
  21. 21. GETTING TO MODERN… Using this scanner you can prepare your classic sites for modernization. Transform classic pages to modern client-side pages http://bit.ly/githubspmodernizationtool
  22. 22. PERMISSIONS HELP FRAME READINESS… When evaluating a readiness for teams or a modern team site check permissions in the existing space/site. Project Site Owners Members Visitors Subset Of Project Team External Project Team Members Translates Easily To Modern Team Sites & MSFT Teams
  23. 23. EXAMPLE: LEVERAGE MICROSOFT SEARCH… While today we cannot customize Microsoft search the way you may want, it still provides better relevancy. Try and use both it and a classic search center experience together today.
  24. 24. EXAMPLE: MICROSOFT MOBILE FIRST… Enable better site experiences on mobile devices. Designed for the user. Extending team or departmental reach, notifying of comments or posts, bookmarking to read later and more… Out Of The Box ●
  25. 25. FREE MIGRATION TOOLING… Quickly migrate your sites from SP2013 or SP2010 with a new lightweight migration tool. Received many updates - http://aka.ms/spmt (PowerShell supported). Example of something important that is not in the roadmap.
  26. 26. ACTIVITY: PLAN YOUR TECHNOLOGY… Sometimes you can direct what you want to put on your own radar. What might be landing further out? How can we get there successfully? Video Conferencing Intranet Social Intranet Integrated Digital Workplace Integrated Voice Conferencing Surface Hubs In Boardrooms Holoportation (HoloLens)
  27. 27. ACTIVITY: PLAN YOUR TECHNOLOGY… What if we look at our own organizations technology radar? Inspired by StepTwo’s Digital Workplace Radar Project Provisioning AutomationSharePoint Site & MS Teams Provisioning Integration With Invoice & ERP For Customers Extranet Sites (Classic To Modern) Expire External Users (Process) Monitor & Improve External User Tracking
  28. 28. ACTIVITY: PLAN YOUR TECHNOLOGY… Sometimes you can direct what you want to put on your own radar. What might be landing further out? How can we get there successfully? ??? ??? ??? ??? Social Driven Intranet Integrated Digital Workplace Surface Hubs In Boardrooms AI Assisted Or Led Contract Review Self-Service Business Intelligence AI Assisted Or Led Product Research
  29. 29. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  30. 30. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  31. 31. DIGITAL VALUE WILL GROW OVER TIME… Our organizations have to plan to keep pace with growth and ever increasing user demand.
  32. 32. SITE CREATION & LIFECYCLE… While OOTB can work great for many smaller orgs, most need more structure to support governance, lifecycle management, and better search/navigation experiences. Out Of The Box ●
  33. 33. SOME IMPROVED SUPPORT… The ability to add custom themes, set a default site design, add additional site designs, scope site designs to users, and more have given us some capabilities to extend this… Requires Minor Customization ◑
  34. 34. 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. Major Customization Required ◔
  35. 35. DEFAULT METADATA… You don’t need to ask users for metadata if it can be determined by where their content is stored. Location based defaults or default site metadata can be very powerful.
  36. 36. SITE STRUCTURE MODEL(S) There are a number of ways to manage site hierarchy. The key is to ensure hierarchy enables collaboration and does not restrict it. SITE NAV TOP NAV SITE NAV SITE NAV SITE NAV SITE NAV HUB-AND-SPOKE SITE NAV SITE NAV SITE NAV SITE NAV SITE NAV SITE NAV TOP NAV SITE NAV TOP NAV HIERARCHICAL
  37. 37. HUB SITE PLANNING… Go ahead and plan how you aim to implement hub sites within your organization https://aka.ms/PlanningSPhubsites HR Hub Benefits Pay and Compensati on Talent Acquisition Performanc e Manageme nt Professional Developme nt “Manager Portal” (restricted) HR Team Site (private) Inside Austria Austria Finance Austria HR Austria Legal Austria Quality Project 1 Project 2 Project 3 Project 4 Modern Intranet Portfolio Communication Site Migration Team Team Site Migration Team Infrastructure Upgrade Team
  38. 38. TEAMS IMPACT ON INFO ARCHITECTURE… Be aware of the increased number of sites and by proxy greater importance of governance, navigation improvements and more. Projects Project A Project B Project A Channels Files Project AB Channels Files Project B Channels Files Project A Private
  39. 39. SIMPLE INTEGRATION STILL MATTERS… When provisioning spaces connect them based on your IA and provisioning process. Example change Outlook Conversations link to the Team. This is defaulted moving forward.  Present Linking is still a reliable and easy way to integrate.
  40. 40. INTEGRATION CAN BE EASY… Using the connectors built in, or by using a simple sync model you can connect systems and reduce clicks, or tie processes/data together. Present Supported Via 3rd Party
  41. 41. PROCESS IMPROVEMENT… Doesn’t always need to be complex. Start with simple metadata changes, move onto notifications, escalations and reminders, etc. More iterative is always better here. Process Details • What is the name of the process? • Who are the actors of the process? • What are the systems involved in the process? • What are the pre-conditions for this process taking place? • What are the post conditions after this process has taken place? • How long does the process take right now? • If there are outliers or exceptions to the typical duration what are the causes for this? • How frequently does this process take place? Process Deep Dive • What are the existing pain points in the process? • Examples: • Tracking and Reporting, Exception Handling, Filling Out Forms & Notifying Participants • What are the ‘exceptions’ in the process? • Where in the process are there escalation paths? • What are these paths? • What are the existing documents or artifacts used/leveraged within the process? • What are the related processes? • Related tasks? • What is the process? (Process mapping activities.) • What are the permissions and privacy considerations throughout the process? Potential Outcomes • Process Map • All Steps • All Forms/Documents • All Exceptions • All Actors/Roles • All Reports • Form Wireframes • Key Forms/Documents Will Have Wireframes • Use Cases/Usage Scenarios/User Stories • Depending On Complexity
  42. 42. 1 DAY HACKATHON Establishing a culture of failure is important for individuals and teams to grow. PowerApps works best when you drive more user led creation via techniques like Hackathons.
  43. 43. YAMMER TIP: BIGGER GROUPS ARE BETTER Events Annual Offsite (2019, 2018, etc) Ignite SP Saturday SPC User Group Meet Up There is a lot of research that shows designing for the consumer and not the contributor is often better in communities. Larger and more active communities are almost always better.
  44. 44. YAMMER TIP: OFFICIAL OR AWARDED Not just to differentiate. To improve clarity of purpose, leader engagement, community management, diversity of participation and business value realization.
  45. 45. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  46. 46. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  47. 47. THERE IS A LOT OF PLANNING… Technology is rarely planned in isolation, but this is especially true for SharePoint. In other words your Intranet platform is meant to be used for far more than just the Intranet. Integration Planning Business Process Analysis & Improvement Planning Education, Training & Adoption Planning Enteprise Social Integration Planning Security Planning Site Provisioning & Review Process Planning Search Planning Information Architecture Planning Project & Task Planning Team & Group Collaboration Planning Intranet Planning & Design SharePoint Online Getting the most out of SharePoint Online requires successfully tackling key planning activities from the bottom up. YammerOneDrive For Business Microsoft TeamsPower Platform
  48. 48. 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….
  49. 49. EXAMPLE: INTRANET ROADMAP SAMPLE Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
  50. 50. EXAMPLE: INTRANET ROADMAP SAMPLE Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
  51. 51. EXAMPLE: POWER BI ROADMAP SAMPLE Below is a really simple example of a roadmap for just Power BI as a technology focus.
  52. 52. WHERE DO YOU START? CURRENT STATE… An easy way to approach this is to do findings exercises around your digital workplace needs. Interviews, surveys, focus groups, usage analysis, and more can help generate meaningful findings. • Adoption • Too many tools - Not sure what to use when • No formal training/support (only peer-to-peer support) • Lack of governance • Self-Serve – Communication & Collaboration • Self-management of workspaces is not available • Client/Project Knowledge not shared across regions/teams • Lack of collaboration between teams • Lack of best practices for documents management • Technology Enablement • Technology Infrastructure is slow and cumbersome • Permissions hard to implement to comply with MSA agreements • Need direction to migrate documents to SharePoint Online • Automate Collaboration • Repetitive tasks are not easy to perform due to large number of applications • Intelligent Search • Difficult to find information within the company • No central place to search for employees • Employee information and status not up to date • Digital Hub • Fractured Corporate Communication (each business line has separate communication) • Lack of Single Sign-on (10-15 applications to log in every day) Automate Collaboration Digital Hub Intelligent Search Adoption Self-Serve (Communication & Collaboration) Technology Enablement
  53. 53. THEN START TO MAP FUTURE STATE… Once you have findings then work on establishing actionable recommendations (hopefully with an expert). Recommendations can then be categorized and you can determine ‘urgency’.
  54. 54. EMBRACE SPECIFICITY & ANALYSIS… You can definitely approach this with more of a user need mapped to recommendation/solution approach along with business value and complexity to makes things easier to prioritize.
  55. 55. PRIORITIZATION CAN BE DIFFICULT… The simplest prioritization formula still hasn’t changed. Estimated Value Estimated Difficulty I have a difficult solution. It’s an 8 in difficulty (out of 10). I have an easy solution. It’s a 2 in difficulty (out of 10). The expected value of the difficult solution is 4 (out of 10). The expected value of the easy solution is 6 (out of 10). Estimated Value Estimated Difficulty
  56. 56. GIVING ESTIMATES… Never ever give a single number. Why a range? Realistically if you don’t give a range it won’t indicate how uncertain you are about the estimate. Never Give a Single Number 6 Hours! At least 2 hours… 4 hours maybe? How Long Will X Take You? 16? Way too much. 8 Tops. I better pick something in between… Forgotten/Not Shared Now That We Have Our Magic Number
  57. 57. GIVING ESTIMATES… So the first thing we need to agree on is that quickly estimating a ‘single number’ (without math/careful consideration) typically leads to poor results in both setting the right expectation and being accurate. Ranged Estimates Help Communicate Confidence and Set Expectations 2-8 Hours!
  58. 58. EMBRACE SPECIFICITY & ANALYSIS… You can definitely approach this with more of a user need mapped to recommendation/solution approach along with business value and complexity to makes things easier to prioritize.
  59. 59. FRAMING ROADMAPS IS NOT THAT HARD Just try it yourself by putting together some recommendations from this event. Then put them into a roadmap based on urgency or even better based on business value and complexity.
  60. 60. PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption.
  61. 61. PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption. Governance Policies & Guidance
  62. 62. ENSURE YOU 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
  63. 63. 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.
  64. 64. Success readiness is something you can evaluate and it spans roles, programs, policies, guidance, even incentives and rewards. http://Office365Resources.com. AT AN ORGANIZATIONAL LEVEL HOW READY ARE YOU?
  65. 65. ALIGN WITH BUSINESS OBJECTIVES Here is an example of the technique we often use when creating objective maps for our customers. See more at http://Office365Metrics.com.
  66. 66. MEASUREMENT MATTERS It doesn’t need to be really difficult. Start with some business impact statements and the high- level value you expect to achieve.
  67. 67. PLANNING FOR SUCCESSFUL ADOPTION We need to invest in key areas to enable and accelerate adoption. Adoption Campaigns
  68. 68. FUNNEL FOR COMMITMENT In order for users to improve their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 3 Drive Interest/Awareness Guide Understanding Realize Value 2
  69. 69. PLANNING FOR ADOPTION… We need to be more tactical and granular to drive meaningful commitment. Plan and execute adoption campaigns! http://Office365Campaigns.com
  70. 70. PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  71. 71. PLANNING FOR TIPS When each day’s Yammer/SharePoint News tip is posted by a member of the tip team it ensures that these tips come from different users which gets more people involved.
  72. 72. PLANNING FOR TIPS Tips drive users to take action, should be themed, should be pre-written before the start of the campaign, and can be easily adapted from existing ones.
  73. 73. PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  74. 74. PLANNING FOR CONTESTS Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (http://Office365Resources.com)
  75. 75. PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  76. 76. PLANNING FOR ADOPTION Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  77. 77. PLANNING FOR COMMUNICATION Define a comprehensive communication plan along with the messaging for key Email, Intranet posts, Yammer posts or communication for the campaign.
  78. 78. PLANNING FOR ADOPTION Having a campaign over a duration of days enables greater measurement, clearer accountability, and simplifies the coordination and commitment needed. Baseline Measure Impact Measure Continued Impact
  79. 79. PLANNING FOR MEASUREMENT Example: We can see that most sharing is happening in SharePoint and not OneDrive. Great insight is available now in the adoption pack.
  80. 80. http://Office365Metrics.com contains guidance on ways to measure Office 365 & samples of common business impacts it can drive. WHAT ABOUT BUSINESS IMPACT?
  81. 81. PLANNING FOR ADOPTION If executing effective adoption campaigns leads to effective commitment is there anything else we should keep in mind?
  82. 82. CAMPAIGNS ENRICH COE CONTENT The campaign generates new resources, training, tips, tricks, success stories, and much more that adds continual value to your digital center of excellence.
  83. 83. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  84. 84. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  85. 85. It would be great to find content easily over the Intranet using search and be able to access work related documents and materials while I am out of the office GOALS Create work related documents efficiently with reference to existing documents and templates. EXPECTATIONS Consolidate personalized mechanism to find relevant content. Personalized communication/notifications. FRUSTRATIONS Difficult to sift through search results / documents to find the relevant documents, and lack of communication relevance to his work. “ KEY CHARACTERISTICS Age Occupation Education Family Location 41 Field Employee Bachelor’s Degree Married Canada FUTURE STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER CURRENT STATE OUTLOOK SHAREPOINT ONEDRIVE TEAMS YAMMER Judy Consumer Persona XYZ Focused Independent ATTRIBUTES TECHNICAL PROWESS TECH. AVOIDANCE ONLINE EXPERIENCE SOCIAL DRIVE TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App Goal Oriented
  86. 86. “My goal is to be able to find content like news, forms, templates, and research efficiently and with as little friction from technology tools as possible.” KEY CHARACTERISTICS Knowledge Worker Tech-savvy Independent Goal-Oriented MEASURES OF SUCCESSBEHAVIOR PROFILE Consumer Persona TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App ATTRIBUTES Technical Prowess Technology Avoidance Social Engagement Leadership/ Influence Openness to Change Communication Connection Collaboration Consumption Contribution  Ability to access content easily from mobile devices.  Favorite/frequent content surfaced for easy access.  Personalized news for teams and workgroups.  Ability to interact with thought leaders through social networks. Name Ken Age 29 Role Associate Location New York Education Business Degree Family Single EXPECTATIONS: Locate content or information in three clicks or less. Locate content from anywhere, on any device. Engage with peers and thought leaders via social media. Personalization of news and content based on his teams. FRUSTRATIONS: Difficult to sift through search results/ documents to find the relevant ones. Obsolete documents exist within search results. Lack of connection with both peers and leaders.
  87. 87. HOW CAN CARD SORTING HELP? Techniques like card sorting can create shared understanding across a group of stakeholders around the best ways to think about and organize information. Gerbil
  88. 88. HOW CAN CARD SORTING HELP? Techniques like card sorting can create shared understanding across a group of stakeholders around the best ways to think about and organize information. Gerbil
  89. 89. HOW CAN CARD SORTING HELP? Techniques like card sorting can create shared understanding across a group of stakeholders around the best ways to think about and organize information. Ford Gerbil
  90. 90. HOW CAN CARD SORTING HELP? Techniques like card sorting can create shared understanding across a group of stakeholders around the best ways to think about and organize information. Ford Gerbil
  91. 91. HOW CAN CARD SORTING HELP? Techniques like card sorting can create shared understanding across a group of stakeholders around the best ways to think about and organize information. http://www.boxesandarrows.com/view/analyzing_card_sort_results_with_a_spreadsheet_template
  92. 92. MIND MAP NAVIGATION… Using Mind Maps for navigational design makes this process MUCH faster and more efficient.
  93. 93. MIND MAP SITE & TEAMS PLANNING… …
  94. 94. HOW CAN VISUAL NOTE TAKING HELP? When conducting any meeting there should never be a blank screen. Use PowerPoint, OneNote, Word, or an open Email. Take notes as people talk and facilitate!
  95. 95. Envisioning XYZ’s Workplace In The Future Centralize Data Storage Use hybrid, or pure cloud-based storage services so it can easily be shared and synchronized across devices while scaling with demand. Tablets & Smartphones Shift the consumption of information from paper to convenient, portable, connected digital devices and services. Bring Your Own Device Flexibility That offers security, directory services, and the touch-and-gesture features that underlie the digital work style. Anywhere Access To Information Via computers, laptops, tablets, and smartphones so people can access their information anywhere, anytime through NextGen portal experiences. Easily Connect & Collaborate In executive conference rooms, at your desk, or on the road with modern voice, video, screen sharing and other modern meeting collaboration services. More Engaged Employees Increase engagement inside and outside of meetings by unlocking the full potential of your workforce through enterprise social collaboration, and enterprise social networking. Natural Input & Interactivity Using OneNote & the Modern Office suite for touch, stylus, and gesture-based input to take notes and mark up documents digitally, replacing notebooks and whiteboards. “Empower our employees with anywhere, anytime access to their personal workplace and our collective knowledge and expertise.” – CEO of XYZ 1 2 3 5 4 6 7 1 2 3 4 5 6 7
  96. 96. STOP WITH THE BALANCING ACT ANALOGY… Consider the example most people use when referencing Governance. The wild west or super locked down. The reality is that governance (and most approaches) are more nuanced. Projects Tasks Communities Practices
  97. 97. DEMONSTRATIONS… When and how should we showcase and share capabilities, features and solutions?
  98. 98. DEMONSTRATIONS… When and how should we showcase and share capabilities, features and solutions? Based on a richer an more in depth understanding of pain points, concerns and interests.
  99. 99. DEMONSTRATIONS & IMPACT… What is the difference between a good and bad demo?
  100. 100. “SO WHAT” OR CONTEXT MATTERS A LOT… Throughout the demo ask – “So what” – why is this important? This makes a huge difference.
  101. 101. WHAT WE ARE GOING TO COVER TODAY. ALIGNING WITH MICROSOFT & OUR INDUSTRY PLANNING & IMPLEMENTING FOR SCALE PRO-ACTIVE PLANNING (ESTIMATES & ROADMAPS) VISUALIZING & COMMUNICATING BETTER
  102. 102. Thank You! M365VM,Sponsors,&YouForMakingThisPossible… 200+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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