What Makes A World Class Microsoft 365 Intranet & Digital Workplace

1. WHAT MAKES A WORLD CLASS MICROSOFT 365 INTRANET & DIGITAL WORKPLACE? Presented By: Richard Harbridge (@RHarbridge)

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

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

4. DOWNLOAD OUR 100+ PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365 It goes into much greater depth and can be found at Office365Intranets.com

5. WE WANT TO BE BETTER THAN AVERAGE… Many orgs are successful, but what about those really successful cases?

6. WORLD CLASS INTRANETS ARE... PRODUCTIVE SIMPLIFIED RESPONSIBLE 100+ pages of Intranet & O365 guidance: http://Office365Intranets.com

8. PROBLEM: CONTENT GROWS OVER TIME… The modern digital workplace and Intranet has a continually increasing number of digital spaces or ‘sites’ where content is stored and shared. How can we help our users navigate this? With so many spaces (sites, teams, yammer communities and more) how can an Intranet (a Digital Hub for your Digital Workplace) improve navigation of these spaces?

9. SOLUTION: HOW ABOUT SHAREPOINT HOME? Office 365’s SharePoint home is now a more modern site directory experience that is more personalized and dynamic. From recent sites you visited to recent activity relevant to you. Out Of The Box●

10. SOLUTION: HOW ABOUT SHAREPOINT HOME? It’s a little hidden and most users don’t know it exists. Even when trained users often forget to use it, because you have to navigate away from the places you work to visit it. Out Of The Box● How do users get to it? So… it’s another place to go?

11. SOLUTION: LEVERAGE OOTB NAVIGATION? Mega menu layout enables you to better organize and showcase the related content and sites based on topic categories and headings. All with audience targeting and more… TOP OF MIND Global mega still needed for multiple hubs, to add dynamism, for more optimal layouts/designs and more? Out Of The Box●

12. SOLUTION: BRING IT INTO GLOBAL NAV! While structured and managed navigation is still valid in today’s world it is also important to improve navigation with powerful capabilities like search and dynamic navigation. SharePoint Home In The Global Navigation Bring the power of that dynamic personalized navigation into the global/top nav experience. Requires Customization ◔ You can improve what MSFT provides with icons, more filters, more personalization, and your own styling.

13. SOLUTION: DESIGN BETTER NAVIGATION! Navigation doesn’t need to be limited to top level links, or simple UI layouts. Here we have two examples of content in the nav, and richer/deeper nav. Consider bringing targeted, personalized documents, forms, policies and content to the user inside the navigation experience. Requires Customization ◔ This design only scales to so many links. There are other options than a simple sectional layout.

14. SOLUTION: DESIGN BETTER NAVIGATION! Navigation doesn’t need to be limited to top level links, or simple UI layouts. Here we have two examples of content in the nav, and richer/deeper nav. Consider bringing targeted, personalized documents, forms, policies and content to the user inside the navigation experience. Requires Customization ◔ This design only scales to so many links. There are other options than a simple sectional layout.

15. SOLUTION: DESIGN BETTER NAVIGATION! Navigation can also display more ways for users to personalize and manage their apps, resources, tools, places they work and more. Requires Customization ◔Requires Customization ◔ Personalization options that allow users to define their links, apps, tools and resources can make a global navigation that much more helpful. This doesn’t have to be in the core menu design and could always be a header or footer control.

16. SOLUTION: LEVERAGE OOTB NAVIGATION? Continued updates are coming for managing links in the footer with background color options and ability to organize footer links, etc. Is this going to meet world class needs today? Extended Simple Stacked Out Of The Box● No ability to add imagery, icons, personalization, styling differences, and more.

17. SOLUTION: DESIGN BETTER NAVIGATION! If you want to do simple things like add social media icons, personalization, have a truly global footer, or handle other common requests? You need to design it and go beyond OOTB. Requires Customization ◔

18. SOLUTION: DESIGN BETTER NAVIGATION! Continued updates are coming for managing links in the footer with background color options and ability to organize footer links. SPFx solution using PnP footer extended (personal links) SPFx solution using custom code Requires Customization ◔

19. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This means that it needs to integrate key systems or experiences for improved productivity outcomes. Dynamic, well designed, personalized and improved navigation at the global header and footer level help! So this will help, but is there more that orgs do? Dynamic & Personalized Navigation

20. SOLUTION: MORE INTEGRATION! A solution like LiveTiles Everywhere is a great example a global navigation that can provide a dynamic and flexible canvas for helping users navigate a growing digital workplace.

21. SOLUTION: MORE INTEGRATION! You can always build your own webparts, solutions and controls to make things easier and improve the end user experience. As an example you could bring information into the nav menu. Requires Customization ◔

22. SOLUTION: MORE INTEGRATION! As another example you could bring key information into the Intranet via a custom SharePoint Framework webpart on a key page, or across pages via the header or a panel design.

23. SOLUTION: MORE INTEGRATION! As another example you could bring key information into the Intranet via a custom SharePoint Framework webpart on a key page, or across pages via the header or a panel design.

24. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This means that it needs to integrate key systems or experiences for improved productivity outcomes. When you have a header, or something like the LiveTiles PowerPanel you can deliver integrated productivity experiences.  Dynamic & Personalized Navigation  Integrated Productivity Experiences

27. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming. With so much content and information how can we help users cope/manage their way through it?  Dynamic & Personalized Navigation  Integrate Productivity Experiences

28. PROBLEM: ITS OVERWHELMING… Think about your typical Intranet. How many different things are organizations trying to squeeze into that homepage when you open your browser? Out Of The Box● These are all news web parts. There are also multiple event web parts and many other roll ups on a typical Intranet. Too much?

29. SOLUTION: DESIGN BETTER FEEDS! Often customers might create their own visualization for news, events or activities rolling up within their Intranet which drives greater usability, engagement, integration and more. Clearer categories and sources, greater at a lance insights such as comment count can increase engagement and you can even color code and style it the way that best helps the user. This can bring together events, different types of news, spotlights, 3rd party activity highlights, existing capabilities like saved for later, and much more into a single design.Requires Customization ◔

30. SOLUTION: DESIGN BETTER FEEDS! Alternatively they might invest in 3rd party ready built solutions like LiveTiles noteboard capabilities which provide similar capabilities and further improve the core experience. Clearer categories and sources, greater at a lance insights such as comment count can increase engagement and you can even color code and style it the way that best helps the user. This can bring together events, different types of news, spotlights, 3rd party activity highlights, existing capabilities like saved for later, and much more into a single design.

31. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design

32. PROBLEM: ITS OVERWHELMING… We solved the space and ease of consumption (at a glance viewing etc) but is that all we can do? Just improve the look/feel and usability? Out Of The Box● Now these and more are all integrated into a more easy to read/designed feed. Can’t we target or personalize the information better too?

33. SOLUTION: AUDIENCE TARGETING? Targeting audiences for pages allows for roll up and display control while not restricting based on permissions. This applies to all news and pages and can enable some great new scenarios. Out Of The Box● This targeting can be great to improve focus and priority on what to display. Useful, but it’s not personalization is it? Necessary but not sufficient.

34. SOLUTION: PERSONALIZED! 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 ◔

35. SOLUTION: TARGET & PERSONALIZE MORE! As an example having personalized/targeted roll ups of key information, or notifications based on actions I must take can greatly simplify keeping up with my responsibilities in a digital workplace. Global personalized notification Notification per area: policies, guidelines and handbook You can even target specific content to help a user prioritize what needs to be actioned. There are vendors in the marketplace like LiveTiles who have solutions like this you can use.

36. SOLUTION: MORE INTEGRATION! A solution like LiveTiles Everywhere is a great example of a global location where users can see key targeted and personalized insights and notifications that they can action.

37. SOLUTION: MORE INTEGRATION! A solution like LiveTiles Everywhere is a great example of a global location where users can see key targeted and personalized insights and notifications that they can action.

38. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization

39. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization

40. SOLUTION: BOT CONNECTED EXPERIENCES! Organizations are investing in bots now. They connect many processes and systems just like the Intranet often does. LiveTiles have multiple approaches and tools that help here.

41. SOLUTION: BOT CONNECTED EXPERIENCES! Bot’s and interactions with artificial intelligence doesn’t always have to be through a bot interface. Suggesting answers (automating Q&A) is a much better starting point for most.

42. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization Enrich With AI, Bots & Automation

43. PROBLEM: ITS OVERWHELMING… Users work in other tools in most cases and not the Intranet. So why should they have to go to the Intranet? Why can’t it come to them where they already work? Out Of The Box● Remember this? It’s not even in MSFT Teams or Outlook by default. Users work in other tools in most cases and not the Intranet. So why should they have to GO TO the Intranet? Why can’t it COME TO THEM?

44. SOLUTION: BRING IT INTO TEAMS! There are patterns and approaches today that can be used to bring your key experiences directly into the Teams experience, so users don’t have to go somewhere else.

45. SOLUTION: BRING IT INTO TEAMS! There are patterns and approaches today that can be used to bring your key experiences directly into the Teams experience, so users don’t have to go somewhere else.

46. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization  Enrich With AI, Bots & Automation  Bring Solutions To Where People Work

48. 100+ pages of Intranet & O365 guidance: http://Office365Intranets.com WORLD CLASS INTRANETS ARE... PRODUCTIVE SIMPLIFIED RESPONSIBLE

49. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization  Enrich With AI, Bots & Automation  Bring Solutions To Where People Work

50. PROBLEM: CONTENT GROWS OVER TIME… Most organizations don’t know who created a digital space (SP Site, Team, Yammer Community, etc). What was its purpose? It’s department? It’s product, client, project, etc? As an end user this makes navigating these spaces extremely challenging. Think it’s better as an administrator or digital workplace/intranet leader? It’s not.

51. PROBLEM: CONTENT GROWS OVER TIME… Most organizations don’t know who created a digital space (SP Site, Team, Yammer Community, etc). What was its purpose? It’s department? It’s product, client, project, etc? As an end user this makes navigating these spaces extremely challenging. Think it’s better as an administrator or digital workplace/intranet leader? It’s not.

52. PROBLEM: CONTENT GROWS OVER TIME… Be aware of the increased number of sites teams creates and by proxy greater importance of governance, navigation improvements, content/site classification and more. Projects Project A Project B Project A Channels Files Project AB Channels Files Project B Channels Files Project A Private

53. SOLUTION: OOTB CREATION EXPERIENCES? 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●

54. SOLUTION: REQUEST PROCESS! It is important to have a process for new site and team creation and to automate the process so that you can provide tailored, or templated experiences for users and better management/navigation. Example of a High-level Site Provisioning process description

55. SOLUTION: REQUEST FORM(S)! 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. From OOTB approaches that just leverage a custom list to highly customized. Here we have simple field additions and a style that displays based on an option in the global navigation. Requires Minor Customization ◑

56. SOLUTION: REQUEST MANAGEMENT! 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. Can we reduce redundant spaces? Can we improve how they are managed? On the more custom side you might see prompts based on finding similar existing spaces (reducing redundant spaces), or automatic lifecycle and governance, that occurs based on re-engaging users/owners etc.

57. SOLUTION: DIRECTORY EXPERIENCES! What is shown below is a really simple mockup of a filtered OOTB site directory experience. You can create many pages with different views/visuals and relevant links to resources (Team, Site, Yammer, etc.) Our communities can be filtered or explored by hierarchies (site explorer), by focus area (topic map), by the ones you recently visited or have favorited (your sites, your teams, your communities) or by filtering the columns below (just click the column header). Link ID Community Manager(s) Practice Groups Date Created Category Private Owner International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner, Bruce; Marco, Polo, Rambo, John Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond, James Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol Metropolis Independent School District DIS020 Brooks, Mel; Knight, Misty; Grey, Jean; Banner, Bruce Public/Education Law 10/27/2018 RFP N Jones, Jessica International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner, Bruce; Marco, Polo, Rambo, John Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond, James Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol SITES, TEAMS & COMMUNITIES IN OUR ORG Not Following BROWSE SECTIONS DEPARTMENTS SITES, TEAMS & COMMUNITIES MY LINKS Org Logo Search Out Of The Box● OOTB Lists and web parts can give you directory experiences if you simply store the data from the request process (approved or already created spaces).

58. SOLUTION: REQUEST FORM(S) & DIRECTORIES! Marketplace solutions like LiveTiles allow you to get both the directory experiences while also supporting the request management needs that many organizations have today. Every org over a certain size needs something like this. You don’t have to build it. Here we have LiveTiles workspace management that allows users to create (or request) spaces and navigate spaces more effectively.

59. SOLUTION: MORE INTEGRATION! A solution like LiveTiles Everywhere is a great example of a place where provisioning requests/options can be presented to users to help manage a growing digital workplace.

60. PROBLEM: CONTENT GROWS OVER TIME… The modern Intranet acts as a Digital Hub for the organization. This also means that if we incorporate more of the digital workplace it can lead to it being overwhelming.  Dynamic & Personalized Navigation  Integrate Productivity Experiences  Simplify & Improve Roll-up Design  Improve Targeting & Personalization  Enrich With AI, Bots & Automation  Bring Solutions To Where People Work  Automate Provisioning & Lifecycle

61. 100+ pages of Intranet & O365 guidance: http://Office365Intranets.com WORLD CLASS INTRANETS ARE... PRODUCTIVE SIMPLIFIED RESPONSIBLE

62. DOWNLOAD OUR 100+ PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365 It goes into much greater depth and can be found at Office365Intranets.com

63. THERE IS LOTS MORE TO TALK ABOUT… We only scratched the surface. There is a lot more we could discuss around personalization, integration, business process improvement, etc... MOBILE EXPERIENCE Provides the Intranet to employees anywhere at anytime, and on any device. ENTERPRISE SOCIAL Integrate and enhance from commenting to interactive polls. VIDEO Storage, conversion and optimized playback of video. FORMS Providing rich forms. ENGAGING SOLUTIONS Foster engagement with compelling solutions to business challenges. SHARED STORIES Giving employees a voice and way to share with the organization. NEWS & PAGES Keeps employees informed by targeted, easy to publish articles. LEADERSHIP MESSAGING Amplifies reach and impact of leader communications. EVENTS Shared calendar experiences to stay up to date on corporate and divisional events. RECOGNITION Celebrating talent/connecting people within the organization. PEOPLE SEARCH Intuitive, intelligent and modern people search experiences. CONTENT SEARCH Powerful full text search available across the entire Intranet and in specific collections. TOOLS & QUICK ACCESS Accessible and rapid access to key tools/apps. FLEXIBLE NAVIGATION Powered by metadata, site structure or search. INFORMATION ARCHITECTURE Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. ACTIONABLE ANALYTICS Provide actionable insights based on usage.

64. 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 Tech-Savvy Focused Independent ATTRIBUTES TECHNICAL PROWESS TECH. AVOIDANCE ONLINE EXPERIENCE SOCIAL DRIVE TOUCH POINT CHANNELS Phone Website Speech Chat Mobile App Goal Oriented

65. DIGITAL WORKPLACE PLANNING… Intranets? Extranets? Departmental Portals? Functional Areas? Project Group Sites? Team Group Sites? Enterprise Social Network? Document Management? Records Management? And much much more…. Intranet planning is a small part of your broader digital workplace planning.

66. LiveTiles Capabilities LiveTiles One - Intelligent Workplace Platform 1) LiveTiles Intranet Rapidly deployed and customizable portals for unified communication, collaboration and automation 2) LiveTiles Everywhere Simplified access to disparate information and tools across Microsoft 365 and line of business applications 3) LiveTiles Quantum Automated employee profile data management, usage analytics and AI-driven conversational assistants 4) LiveTiles Reach Mobile app for targeted, channel-based employee and external communications. Available for Teams or standalone. 5) LiveTiles Expertise Professional Services, Customer Success Program, 24 x 7 x 365 Support

67. Why LiveTiles? Rated on top by the ClearBox Intranet Choice 2020 report  Comprehensive library of modules, reducing the time, costs and risks of custom development  Focus on the consumer grade UX that employees expect and is critical to adoption / ROI  The missing capabilities that Microsoft doesn’t offer by default  Highly flexible and extensible, future proofing the organization as business needs change  Trusted implementation partner network to ensure successful implementation  Comprehensive Customer Success Program ensures sustained adoption and ROI  Evergreen roadmap tightly aligned to Microsoft, ensuring that you will always be up to date and secure

68. Thank You! LiveTiles&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.