Personalizing & Improving Office 365 & Your Digital Workplace
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There are a great number of features and capabilities within Office 365 that enable users to have more personalized experiences. What’s more there are many organizations that build on the incredible capabilities of personalized services such as flow, the graph and more to further improve personal experiences. Join Richard Harbridge as he shares real world examples of Office 365 that enable rich personalization including those that are OOTB, require some configuration, or are opportunities for further development and investment.
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Personalizing & Improving Office 365 & Your Digital Workplace
- 1. PERSONALIZING & IMPROVING YOUR OFFICE 365 DIGITAL WORKPLACE Presented By: Richard Harbridge (@RHarbridge) #SPFestChi
- 2. @RHarbridge #SPSNH RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR
- 3. THE IMPORTANCE OF EMPLOYEE EXPERIENCES BEST PRACTICES & OPTIONS FOR PERSONALIZATION NEXT STEPS What we are going to cover today
- 4. EXPERIENCE MATTERS FOR CUSTOMERS… Excerpt from “The Customer Conversation” an eConsultancy report at: http://ibm.co/1CIK0qq
- 5. EMPLOYEE EXPERIENCE IS IMPORTANT Just like customer experiences a good employee experience is just as (if not more) important.
- 6. PERSONALIZATION BRINGS BENEFITS… Efficiency, productivity, and engagement are all driven by more personalized experiences.
- 7. EMPLOYEE EFFORT SCORING… Just like we have customer effort scoring and customer satisfaction we have employee satisfaction and employee effort that we can target and should actively improve/measure. EmployeeEffortScore (MakingItEasier) Personalization Scoring? Integration Scoring? Experience Scoring? Navigation/Search Scoring?
- 8. THE IMPORTANCE OF EMPLOYEE EXPERIENCE BEST PRACTICES & OPTIONS FOR PERSONALIZATION NEXT STEPS What we are going to cover today
- 10. OUTLOOK IS ALREADY PERSONALIZED… Outlook has a ton of personalization features where users can make it their own optimal scheduling and mail based communication tool.
- 11. MICROSOFT TEAMS IS PERSONALIZED… For chat and discussions teams go far beyond the personalization capabilities of Skype for Business and instead of just favorites has activity feeds, notifications, tabs, channels and more.
- 12. YAMMER IS ALREADY PERSONALIZED… Yammer is designed to connect you to the communities and large groups that are important to you and help you keep up to date with key conversations and messages.
- 13. PLANNER IS ALREADY PERSONALIZED… One of the major reasons planner is so successful from an adoption perspective is because it makes it so easy to personalize it and use the personalization built in.
- 15. RECENT DOCUMENTS… Whether rolled up on a page, in OneDrive, or related to a person you work with. Being able to see recent documents (and over time – activity) makes the experience more personal. Out Of The Box●
- 16. ACTIVITY FEEDS PROVIDE MORE INSIGHT… Today activity feeds on individual documents or integrated in site rollups greatly help users navigate what matters most and what’s changed (personalized and prioritized by the user). Out Of The Box●
- 17. SEARCH KNOWS THE USER… Search has tracked user actions (if you clicked a result) and has tailored search to the user for many years now. Out Of The Box●
- 18. SEARCH IS EVOLVING FURTHER… Search is shifting to more natural language and even more personalized results based on how the user works, who the user works with, and what they work on. Out Of The Box●
- 19. SEARCH IS EVERYWHERE & DYNAMIC… Whether searching in a unified way in Bing or in a document when performing an action like an @ mention – everything is contextualized to provide just in time useful action/information. Out Of The Box●
- 20. WE CAN CONNECT FURTHER… By users filling out their profile information and connecting with LinkedIn they can share more about themselves to improve the quality of people reaching out or knowing who they are. Out Of The Box●
- 21. WE CAN CONNECT FURTHER… By users filling out their profile information and connecting with LinkedIn they can share more about themselves to improve the quality of people reaching out or knowing who they are. Out Of The Box●
- 22. MAKE IT EASIER FOR USERS TO BE SAFE… Multi-geo support, conditional access, dynamic memberships based on AD attributes and much more improve the experience and dynamically support security/privacy for the user.
- 23. MAKE IT EASIER FOR USERS TO BE SAFE… Multi-geo support, conditional access, dynamic memberships based on AD attributes and much more improve the experience and dynamically support security/privacy for the user.
- 24. PERSONALIZED PROTECTION… By putting power intelligently in users hands we can make it easy to manage access and ensure the wrong kind of sharing doesn’t take place (internal or external). Out Of The Box●
- 25. NAVIGATION
- 26. DYNAMIC/PERSONALIZED NAVIGATION… Office 365’s SharePoint home is now a more modern site directory experience that is more personalized and dynamic. From following and recent sites you visited to recent site activity. Out Of The Box●
- 27. PERSONALIZATION IN MENUS… Audience targeting will be expanded beyond news and content to links in the navigation of modern sites and hub sites. Out Of The Box (Soon)●
- 28. SEARCH BASED NAVIGATION… While structured and managed navigation is still valid in today’s world it is also important to improve navigation with powerful capabilities like search. Bring the power of SharePoint Home and that dynamic personalized navigation into the global/top nav experience. Requires Customization ◔
- 29. PERSONALIZED CONTENT NAVIGATION… Navigation doesn’t need to be limited to top level links, or simple UI layouts. In this example we bring key content for the user (targeted) to them in the navigation menu itself. Consider bringing targeted documents and content to the user inside the navigation experience. Requires Customization ◔
- 30. PERSONALIZED CONTENT NAVIGATION… You can always build your own solutions and controls to make things easier and improve the end user experience. You could bring information into the nav menu like users' tasks from planner.
- 31. NEWS & CONTENT
- 32. PAGES & AUTHORING… Fast and improved news/page authoring builds on what is already available. Microsoft provides many new client side web parts, much easier to use sectional layouts and more. Easily create powerful, beautiful looking pages WYSIWYG authoring Multi-column sections Drag/ drop editing RTE & Paste support OOB web parts Page Templates Out Of The Box ●
- 33. PAGE CONTROL EXAMPLES… More OOTB capabilities make it easier to add personalization to pages. The creation of dashboard pages or personalized rollups continues to improve. Out Of The Box ●
- 34. POWERPANEL INTEGRATION MATTERS… If your using a solution like Wizdom/LiveTile’s Intranet the Power Panel is a great example of this easy to use personalized custom platform/integration solution for your Intranet. Supported Via 3rd Party
- 35. POWERPANEL INTEGRATION MATTERS… If your using a solution like Wizdom/LiveTile’s Intranet the Power Panel is a great example of this easy to use personalized custom platform/integration solution for your Intranet. Supported Via 3rd Party
- 36. POWERPANEL INTEGRATION MATTERS… If your using a solution like Wizdom/LiveTile’s Intranet the Power Panel is a great example of this easy to use personalized custom platform/integration solution for your Intranet. Supported Via 3rd Party
- 37. DELVE BLOGGING… Each user has their own blog. This has not improved along with the rest of SharePoint’s modern pages and only appears on the user’s profile. You can roll these up with code or 3rd party solutions. Out Of The Box ●
- 38. DELVE BLOGGING… Here is a callout to one of our Intranet partners Valo who has this exact kind of component. You can always build something like this yourself as an alternative if rolling these up is important. Supported Via 3rd Party
- 39. EASY SHARING & RE-USE… News is shown on the SharePoint Home page, on team sites, communication sites, hub sites, and on the mobile app. You can also choose to show News in a Teams channel.
- 40. TARGETED ROLLUPS & NEWS… Content can be targeted to the current user and with more properties like region we can do even more targeted roll ups and content control to improve the user experience. Out Of The Box●
- 41. TARGETED ROLLUPS & NEWS… Sometimes the capabilities built in aren’t quite enough (or may be years away from meeting your needs) so it might make sense to add your own web part and targeting/personalization capabilities. Requires Customization ◔
- 42. RECOMMENDED NEWS FOR THE USER… You can set up news to show sources based on the recommendation of the current user. This same personalized news flow that is on the SharePoint home can be brought forward.
- 43. PERSONALIZED NEWS FEEDS… Enable better experiences on mobile devices or in SharePoint. Designed for the user. Extending team or departmental reach, bookmarking to read later and more. Out Of The Box ●
- 44. PERSONALIZED NEWS FEEDS… Enable better experiences on mobile devices or in SharePoint. Designed for the user. Extending team or departmental reach, bookmarking to read later and more.
- 45. YOU CAN SHARE NEWS MANY WAYS… Promoting news, sharing news, or creating and emailing a news digest are all great ways to curate and spread ideas, concepts or information a user finds valuable.
- 46. YOU CAN SHARE NEWS MANY WAYS… Promoting news, sharing news, or creating and emailing a news digest are all great ways to curate and spread ideas, concepts or information a user finds valuable.
- 47. INSIGHTFUL NEWS… News should have insights such as the number of comments, likes, views and more to bring content forward while encouraging engagement. @Mention comments notify and more. Out Of The Box ● Out Of The Box ●
- 48. FRAGMENTED CONTEXT/COMMENTS… News OOTB isn’t integrated with Yammer. Yammer is great for engagement and could be integrated so that comments are powered and surfaced in Yammer w/ all Yammer capabilities. Major Customization Required (You can do it manually OOTB for one at a time scenarios.) ◔
- 49. FRAGMENTED CONTEXT/COMMENTS… Here is a callout to one of our Intranet partners Powell who have significantly integrated Yammer with things like news comments and throughout the Intranet experience. Supported Via 3rd Party
- 50. VIDEO
- 51. STREAM & VIDEO EXPERIENCES Ready to go portal experiences like Microsoft Stream already have personalization features like adding to your watchlist, following a channel, comments, likes, sharing and more.
- 52. STREAM & VIDEO EXPERIENCES Ready to go portal experiences like Microsoft Stream already have personalization features like adding to your watchlist, following a channel, comments, likes, sharing and more.
- 53. ANALYTICS
- 54. ANALYTICS FOR EVERYONE… Analytics are now integrated into key experiences to help users improve, understand, and take action on the sites they lead. They are surfaced more visibly for more users now than before. Out Of The Box ●
- 55. MORE ANALYTICS FOR EVERYONE… The trend for surfacing more actionable analytics to teams, and users will continue. Further enabling users to use these to improve navigation, work product or work experiences. Out Of The Box (SOON) ●
- 56. WORK BEHAVIOUR ANALYTICS… MyAnalytics for leaders/users can drive better guidance and have even more impact in optimizing digital work and digital excellence. Out Of The Box ●
- 58. MODERN VIEWS… Smart filters chosen by default that can be adjusted, users can pin columns they filter often, many views like the thumbnail-centric library view, and attention views make navigation easier.
- 59. MODERN VIEWS… These views, filters and more are available even when working from outside of SharePoint.
- 60. LISTS ARE USER LED SOLUTIONS… Making it easier to build new SharePoint lists – by copying from other lists, by importing form Excel, or by reusing published templates used in your organization helps all users.
- 61. USERS CAN HAVE THEIR OWN FLOWS… Microsoft Flow allows individuals to automate workflows that integrate with existing SaaS services and business apps that they rely on today.
- 62. MORE USER LED SOLUTIONS… With the ability to create personal or team solutions users can personalize against their needs or the needs of their team. This can be done with flows for some work scenarios. Connect to/from document libraries, route, alert, & set actions. Moving document attachments from email & use teams to establish email addresses for library folders etc.
- 63. MORE USER LED SOLUTIONS… With the ability to create personal or team solutions users can personalize against their needs or the needs of their team. This can be done with flows for some work scenarios.
- 64. Teams MORE USER LED SOLUTIONS… With the ability to create personal or team solutions users can personalize against their needs or the needs of their team. This can be done with PowerApps for even more work scenarios.
- 65. MORE USER LED SOLUTIONS… Remember that while SharePoint doesn’t have connected web parts with a ‘current user’ control you can do this sort of thing in a PowerApp and show that on a targeted page.
- 66. MORE USER LED SOLUTIONS… These can be built with Forms for additional work scenarios. Surveys Customer Profile Collection Employee Satisfaction Survey Event Feedback Organizing Team Activities Quizzes Classroom Quizzes and Assessments HR Training Polls Town Hall Q&A Presentation Polling Ideation Information Gathering Partnership Application Organizing Team Activities Event Registrations
- 67. THE IMPORTANCE OF EMPLOYEE EXPERIENCE BEST PRACTICES & OPTIONS FOR PERSONALIZATION NEXT STEPS What we are going to cover today
- 68. PREREQUISITES… Do you have enough content? Is it classified and organized? Know how you will personalize? EmployeeEffortScore (MakingItEasier) Personalization Scoring? Integration Scoring? Experience Scoring? Navigation/Search Scoring?
- 69. DIGITAL WORKPLACE STRATEGY… Personalization is only a small part of a broader digital workplace strategy. - Intranets? - Extranets? - Departmental Portals? - Project Sites & Team Sites? - Enterprise Social Networks? - Document Management? - Records Management? - Process Improvement? - Centers Of Excellence & Technology Adoption? - And much more….
- 70. Thank You! SPFest,Sponsors,&YouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 600+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.
- 71. Thank You! SPFest,Sponsors,&YouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 600+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.
Notas do Editor
- 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 future 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.
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