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.
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
Microsoft 365 Marathon - Strategy & Success: Practical Tools & Techniques For The Strategist, Information Architect & Business Analyst
1. MICROSOFT 365 STRATEGY &
SUCCESS: PRACTICAL TOOLS &
TECHNIQUES FOR THE STRATEGIST,
INFO ARCHITECT & ANALYST
Facilitated By: Richard Harbridge (@RHarbridge)
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. 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. 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. 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. 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. 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. 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. 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. 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. @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. 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. 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. 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. 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. OFFICE 365 HAS A ROADMAP…
It’s important to understand what’s coming, what’s changing and how we should prepare.
17. OFFICE 365 HAS A MESSAGE CENTER…
It’s important to understand what’s coming, what’s changing and how we should prepare.
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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. DIGITAL VALUE WILL GROW OVER TIME…
Our organizations have to plan to keep pace with growth and ever increasing user demand.
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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
50. EXAMPLE: INTRANET ROADMAP SAMPLE
Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
51. EXAMPLE: POWER BI ROADMAP SAMPLE
Below is a really simple example of a roadmap for just Power BI as a technology focus.
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. 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. 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. 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. 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. 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. 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. 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. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
61. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Governance
Policies &
Guidance
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. 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. 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. 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. 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. PLANNING FOR SUCCESSFUL ADOPTION
We need to invest in key areas to enable and accelerate adoption.
Adoption
Campaigns
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. PLANNING FOR ADOPTION…
We need to be more tactical and granular to drive meaningful commitment.
Plan and execute adoption campaigns! http://Office365Campaigns.com
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. 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. 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. 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. 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. 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. 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. 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. 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. 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.
81. PLANNING FOR ADOPTION
If executing effective adoption campaigns leads to effective commitment is there anything
else we should keep in mind?
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. 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. 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. 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. “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. 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. 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. 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. 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. 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. MIND MAP NAVIGATION…
Using Mind Maps for navigational design makes this process MUCH faster and more efficient.
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. 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
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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
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.
100. “SO WHAT” OR CONTEXT MATTERS A LOT…
Throughout the demo ask – “So what” – why is this important? This makes a huge difference.
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
Richard Harbridge is the Chief Technology Officer and an owner at 2toLead. Richard works as a trusted advisor with hundreds of organizations, helping them understand their current needs, their Soon needs, and what actions they should take in order to grow and achieve their bold ambitions.
Richard remains hands on in his work and has led, architected, and implemented hundreds of business and technology solutions that have helped organizations transform both digitally and organizationally. Richard has a passion for helping organizations achieve more; whether it is helping an organization build beautiful websites to support great content and social strategy, or helping an organization leverage emerging cloud and mobile technology to better service their members or the communities that they serve.
Richard is an author and an internationally recognized expert in Microsoft technology, marketing and professional services. As a sought-after speaker, Richard has often had the opportunity to share his insights, experiences, and advice around branding, partner management, social networking, collaboration, ROI, technology/process adoption, and business development at numerous industry events in around the globe. When not speaking at industry events, Richard works with Microsoft, partners, and customers as an advisor around business and technology, and serves on multiple committees, leads user groups, and is a Board Member of the Microsoft Community Leadership Board.
Where should IT be performing? Transform 50 percent and 30 percent on optimization and lastly 15 percent on expansion.
Where are we now? More than 55 are in firefighting and 20 percent struggling. 18 percent optimizing but so few where they need to be.
No formal process for business satisfaction. Very little in place and ad hoc. Most important thing to do is measure business satisfaction and understand what the business wants.
Overall sat with value from IT
Sat with core services FROM IT
Relationship sat with IT
Resource constraints and IT dependant. IT doesn't deliver what you need or IT doesn't have enough capacity?
Use of shadow IT
Sat is a flat line even with hard work. Expectations increase but we are running place. So what actually improves sat?
Project delivery and capcity is the most important sat driver. Then relationships with it and then innovation followed by infrastructure and apps.
So how are we improving delivery and quality. Relationships and innovation?
Actively measuring business sat and impact. This isn't easy. It's a program not a project. Collect feedback, inform strategy, Stakeholder and performance. Improve it services and communicate success
Orgs that do this year over year gives you a handful of percentage points per year.
Where should IT be performing? Transform 50 percent and 30 percent on optimization and lastly 15 percent on expansion.
Where are we now? More than 55 are in firefighting and 20 percent struggling. 18 percent optimizing but so few where they need to be.
No formal process for business satisfaction. Very little in place and ad hoc. Most important thing to do is measure business satisfaction and understand what the business wants.
Overall sat with value from IT
Sat with core services FROM IT
Relationship sat with IT
Resource constraints and IT dependant. IT doesn't deliver what you need or IT doesn't have enough capacity?
Use of shadow IT
Sat is a flat line even with hard work. Expectations increase but we are running place. So what actually improves sat?
Project delivery and capcity is the most important sat driver. Then relationships with it and then innovation followed by infrastructure and apps.
So how are we improving delivery and quality. Relationships and innovation?
Actively measuring business sat and impact. This isn't easy. It's a program not a project. Collect feedback, inform strategy, Stakeholder and performance. Improve it services and communicate success
Orgs that do this year over year gives you a handful of percentage points per year.
Provide personalized information and content to users based on employee groupings
Dynamic, personalized Navigation that is driven by my usage patterns
personalize company and team news based on my interests