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What Makes A World Class Microsoft 365 Intranet & Digital Workplace - Workshop

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Many organizations have accelerated their transformation to cloud enabled and powered Microsoft 365 digital workplaces.
While technologies like Microsoft Teams have been prioritized, for many organizations their intranets have not evolved to keep up with a more demanding workforce.

Modern intranets and digital workplaces don’t look the same as they did even a few years ago. With rich new capabilities, innovation from Microsoft, a changing technology landscape, and increased expectations from an increasingly digitally literate user population – a world class Intranet and Microsoft 365 powered Digital Workplace looks very different than it has in the past.

Join Richard Harbridge, a Microsoft MVP, CTO at 2toLead and internationally recognized expert on Microsoft 365 and the Digital Workplace, who will share best practices on:

How organizations are planning their digital workplace strategy
How organizations today are taking their intranets to the next level
How designs and intranet patterns continue to evolve
What organizations are doing to deliver more value
How you can improve your own Digital Workplace

Publicada em: Tecnologia
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What Makes A World Class Microsoft 365 Intranet & Digital Workplace - Workshop

  1. 1. 2021 In-Person Events: M365Conf.comSPRING: Orlando, FL June 8–10, 2021 FALL: Las Vegas, NV Dec 7–9, 2021 Powered by MICROSOFT 365 COLLABORATION CONFERENCE VIRTUAL EVENT WHAT MAKES A WORLD CLASS MICROSOFT 365 INTRANET & DIGITAL WORKPLACE? Richard Harbridge Chief Technology Officer @RHarbridge or Richard@2toLead.com
  2. 2. WE WANT TO BE BETTER THAN AVERAGE… Many orgs are successful, but what about those really successful cases?
  3. 3. @RHarbridge RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
  4. 4. DOWNLOAD OUR 100+ PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365 It goes into much greater depth and can be found at Office365Intranets.com BIG update coming in January, 2020! 
  5. 5. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  6. 6. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  7. 7. DO DECISION MAKERS EVER AGREE? This can be challenging! Especially if there isn’t a plan in place or priorities already defined. Not as much as a kitten picture rotator! We need a records management solution!
  8. 8. THE CFO WATCHES COSTS INCREASE… Not having pro-active planning also means a lot of unplanned costs and effort. Actually that requires a third party product.. Easy! Just need to customize one thing… That requires the XYZ subscription.
  9. 9. IT CAN’T SUPPORT THE FLOOD OF REQUESTS… Not having pro-active planning also means a lot of unplanned costs and effort.
  10. 10. THE DESTINATION MATTERS… One of the best things you can start with is helping stakeholders envision where we are going. Concept Courtesy of Andrew Jolly 1 2 3 4 5 6 7 8 9 10 Abundance Of Helpful Data 1. Area Map 2. Our Direction 3. Our Route 4. Points Of Interest 5. Our Route Risks 6. Upcoming Action 7. Distance/Time To Goal 8. Estimated Duration 9. Current Speed/Limit 10. Current Road What If We Haven’t Identified Our Destination/Goal?
  11. 11. DRIVERS/VISION MATTERS… While often we confuse Drivers with Objectives it’s important to understand objectives are specific (S.M.A.R.T.) and Drivers are a high level way to achieve shared understanding and some alignment. Simplification – This business driver represents absorbing complexity into management and improving the user experience to be more intelligent, engaging, and personalized. Responsibly – This business driver represents the need to provide a reliable, fast, stable, and scalable digital workplace that is well-governed, and that aligns with our policies and simplifies compliance. Productivity – This business driver represents the need to automate services, operationalize manual-work, allow employees to focus on what’s important, and improve productivity. Inclusive - Provide personalized content to our diverse employees, using intelligence to drive the findability of information, engage with them through our communications, and build our great company culture. Productive - Provide employees with a suite of automated services that operationalize manual work, allowing them to be more productive and to spend more time with our valued customers. Ready - Provide a strong, reliable, fast, stable, and scalable digital workplace that is there for employees when they need it. Support with a well-governed experience that aligns with our policies and simplifies compliance.
  12. 12. OBJECTIVES MATTER… Think about the objectives that drive many of your projects and programs internally. In most organizations simply spending more time planning objectives can make a big difference. These are not good objectives!
  13. 13. OBJECTIVES MATTER… Let’s do a simple exercise where we break down a generic objective.
  14. 14. OBJECTIVES MATTER… Let’s do a simple exercise where we break down a generic objective.
  15. 15. OBJECTIVES MATTER… Let’s do a simple exercise where we break down a generic objective. We would like to automate and improve our ‘paper based’ ‘legal’ ‘contract mngmt’’ ‘contract rview’ processes. Specifically we would like to ‘imprv request rspnse time’ by…
  16. 16. OBJECTIVES MATTER… Let’s do a simple exercise where we break down a generic objective. Legal Contract Solutions • Contract Review Flow • Request Contract Review PowerApp • Integration with ClientDB • Client Contracts Modern SP Site
  17. 17. 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 TeamsMicrosoft Search
  18. 18. 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….
  19. 19. EXAMPLE: INTRANET ROADMAP SAMPLE Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
  20. 20. EXAMPLE: INTRANET ROADMAP SAMPLE Below is a really simple example of a roadmap for an Intranet workload. More @ Office365Intranets.com
  21. 21. 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
  22. 22. 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’.
  23. 23. 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.
  24. 24. 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
  25. 25. 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
  26. 26. 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!
  27. 27. 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.
  28. 28. QUANTIFYING BENEFITS There are many ways you can quantify the benefits your Microsoft 365 initiatives provide. Here are some things to consider – for more guidance here go to Office365Metrics.com Power Apps & Power Automate Average Cost To Develop Is 70% Less Eliminates Vendor License Costs Improved Process Efficiency Can Be Measured (Before & After) The effort and costs to manage are very low (0.1 FTE for 2000 employees) Use of bots to handle employee Qs found to reduce IT tickets by 10% to 15% Decision makers improve their time-to- decision by 15.6% Microsoft Teams Employee Application Switching Costs (Saves Employees An Estimated ~15-25 Minutes Per Day) Major Security Breach Risk Reduction (1% to 5% reduction in likelihood of major data breach) Information Workers Save 104 Minutes Each Week With Improved Online Meetings Replaces overnight trips (for 3 years ~5k employees this is 350) SharePoint ~100 minutes per week saved around collaboration and information sharing (coauthoring and reviewing docs especially) Firstline workers save 140 minutes per week from improved tools and information. Streamlined Business Processes reduce the time it takes to develop a new product by 14.18 days and save 12,500 hours per year in distribution activities. Employees Save Highly Mobile Workers 24 Minutes A Day Accessing Systems & Information Microsoft 365 Reduces downtime by an average of 15.75 hours annually for each user. The time it takes to provision a new device is reduced by 75%. Automated application and resource provisioning solutions save 135 minutes per request. Application testing for 50% of the apps in it’s portfolio are reduced by 75% (est 5k user size). All figures come from Forrester TEI reports. These are only a small sampling of potential benefits you can measure.
  29. 29. 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.
  30. 30. A Lesson Courtesy Of The Mars Rover Primary among the mission's scientific goals is to search for and characterize a wide range of rocks and soils that hold clues to past water activity on Mars.
  31. 31. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  32. 32. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  33. 33. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  34. 34. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  35. 35. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  36. 36. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly
  37. 37. Launch Minded People Think… Pre Launch Launch Don’t blow up!
  38. 38. Pre Launch Launch Flight Landing Post Launch People Think… Have we succeeded in gaining adoption? Have we achieved our objectives? What are our objectives? How will we achieve them? Don’t blow up! What feedback are we getting? How should we adjust our trajectory?
  39. 39. Back to our friend the Mars Rover…
  40. 40. Have We Achieved Our Goal? Concept Courtesy of Andrew Jolly Achieved Primary Objective
  41. 41. How Important Was Launch? Concept Courtesy of Andrew Jolly Launch How many people understood how much was involved in planning for launch? How many people understood how much was involved after launch? Post Launch
  42. 42. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  43. 43. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  44. 44. 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?
  45. 45. 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… Out Of The Box●
  46. 46. 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. Requires Customization ◔ This design only scales to so many links. There are other options than a simple sectional layout.
  47. 47. 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. Requires Customization ◔ This design scales to more lower level links. There are other options than the OOTB simple sectional layout.
  48. 48. SOLUTION: DESIGN BETTER NAVIGATION! Navigation can be targeted and dynamic. Consider even having individual results show in the global navigation around key and frequently accessed resources for that user. Consider bringing targeted, personalized documents, forms, policies and content to the user inside the navigation experience. Requires Customization ◔
  49. 49. 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●
  50. 50. 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?
  51. 51. 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.
  52. 52. SOLUTION: LEVERAGE OOTB NAVIGATION? With improvements coming to global menu design can we leverage that to fill the hub mega menu gaps? Out Of The Box●
  53. 53. SOLUTION: LEVERAGE OOTB NAVIGATION? With improvements coming to global menu design can we leverage that to fill the hub mega menu gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient. Out Of The Box●
  54. 54. SOLUTION: LEVERAGE OOTB NAVIGATION? With improvements coming to global menu design can we leverage that to fill the hub mega menu gaps? ADD your own app to this bar for a DIRECTORY as these default ones are not sufficient. Out Of The Box●
  55. 55. 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.
  56. 56. 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.
  57. 57. 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 ◔
  58. 58. 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 ◔
  59. 59. 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
  60. 60. 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 ◔
  61. 61. 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.
  62. 62. 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.
  63. 63. 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). * Public by default scales and works better in the long run
  64. 64. SOLUTION: DIRECTORY EXPERIENCES! These can be integrated where users are such as in Microsoft Teams which Orchestry already does. Filter and find with metadata, favorite and bookmark, create hierarchies, and more.
  65. 65. 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?
  66. 66. 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.
  67. 67. 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.
  68. 68. 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 customized header and Teams experience you can deliver integrated productivity experiences.  Dynamic & Personalized Navigation  Integrated Productivity Experiences
  69. 69. 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
  70. 70. 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
  71. 71. 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
  72. 72. 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
  73. 73. 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
  74. 74. MIND MAP NAVIGATION… Using Mind Maps for navigational design makes this process MUCH faster and more efficient.
  75. 75. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  76. 76. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  77. 77. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  78. 78. 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
  79. 79. PAGE TEMPLATES & DESIGNS… Provides an approach that can be use for saving a page within the same site so others can repeat and recreate pages using the same content structure. Out Of The Box ●
  80. 80. IMPROVEMENTS FOR AUTHORS… Organizational asset library (thousands of stock images OOTB) help authors add images without needing to be creative leaders. Section background (vertical or horizontal) colors can help improve readability. Out Of The Box ●
  81. 81. CURATED NEWS… Link to existing news from your public website, LinkedIn articles, and more. These can show up as a news article visible on the site, SharePoint home in Office 365, and the SharePoint mobile apps News tab. Out Of The Box●
  82. 82. PAGE & CONTENT ROLLUP… It’s extremely easy and intuitive to setup roll ups and tailor, target and manage these on hub or landing pages throughout your Intranet.
  83. 83. 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?
  84. 84. 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 ◔
  85. 85. SOLUTION: DESIGN BETTER FEEDS! Alternatively they might invest in 3rd party ready built solutions like LiveTiles 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.
  86. 86. SOLUTION: TAILORED & INTEGRATED SEARCH! While roll ups can be immensely valuable so can designing and optimizing search by both integrating it and improving the search experience based on out of the box capabilities and customizations.
  87. 87. SOLUTION: TAILORED & INTEGRATED SEARCH! While roll ups can be immensely valuable so can designing and optimizing search by both integrating it and improving the search experience based on out of the box capabilities and customizations.
  88. 88. SOLUTION: TAILORED & INTEGRATED SEARCH! While roll ups can be immensely valuable so can designing and optimizing search by both integrating it and improving the search experience based on out of the box capabilities and customizations.
  89. 89. SOLUTION: TAILORED & INTEGRATED SEARCH! While roll ups can be immensely valuable so can designing and optimizing search by both integrating it and improving the search experience based on out of the box capabilities and customizations.
  90. 90. 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
  91. 91. 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?
  92. 92. 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.
  93. 93. 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 ◔
  94. 94. 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.
  95. 95. 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.
  96. 96. 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.
  97. 97. 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
  98. 98. SOLUTION: BOT CONNECTED EXPERIENCES! Organizations are investing in bots now. They connect many processes and systems just like the Intranet often does. Vendors have multiple approaches and tools that help here.
  99. 99. 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.
  100. 100. 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
  101. 101. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  102. 102. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  103. 103. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  104. 104. 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.  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
  105. 105. 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.
  106. 106. 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.
  107. 107. 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
  108. 108. WHY DO WE NEED TO MANAGE SPRAWL? What are the common issues that come with unmanaged sprawl of Microsoft Teams or SharePoint Sites? Ineffective Naming Unclear Purpose Or Workspace Focus Unclear Official vs Unofficial Cannot Differentiate At A Glance Inappropriate Name Usage Owners Missing Orphaned Teams/Sites Unmanaged Teams/Sites Sponsor vs Owner Challenge Private Channels (Don’t Require Owner) Redundant Teams/Sites Decreased User Confidence Inconsistent Workspaces Increased Operational Load Increased Costs To Support Data Loss Risks Limited Ability To Target Labels For Information Protection Limited Ability To Determine Risk Limited Ability To Pro-actively Mitigate Risks Limited Permission Review & Increased Chances Of Over Sharing Loss Of Control Often Unmanaged Use Of Apps (Cannot Target) Unmanaged Integration Limited Ability To Target Labels For Retention No Clear Escalation If Owner Missing Or Unresponsive Slower Team/Site Start Not Tailored Or Fit To Purpose Inconsistent Design/Layout Leads To Relearning Hesitation To Optimize Created Spaces Technically Challenging Navigation Productivity Costs Challenging For New Users To Ramp Hard To Find Workspaces Uncertain Who Owns A Workspace Reliance On Others To Link Training & Adoption Challenges When To Use What Challenges No Consistency Makes It Harder To Train Unmanaged Workspaces Cannot Be Targeted With Guidance Difficulty Identifying Champions & Pro- actively Targeting Champions
  109. 109. WHY IS IT HARD TO MANAGE SPRAWL? Every organization that successfully leverages digital workplace solutions will have a continually growing sprawl of sites, teams, communities and spaces. Why isn’t this solved? https://sharepointmaven.com/20-ways-to-create-an-office-365-group/ Did you know there are 20+ ways to create a site, team or group?
  110. 110. SOLUTION: OOTB CREATION EXPERIENCES? While OOTB can work great for many smaller orgs (less than 100 users), most need more structure to support governance, lifecycle management, and better search/navigation experiences. Out Of The Box●
  111. 111. SOLUTION: MANY OPTIONS! Each of these capabilities can be leveraged in a solution to meet the needs of an effective request and provisioning engine for Microsoft Teams, SharePoint, Yammer and more. SPFx Solutions Custom Sites Azure Functions Logic Apps WebJobs PnP Provisioning Engine SharePoint Site Designs Teams Templates Power Apps Power Automate Microsoft Lists SharePoint Lists
  112. 112. 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
  113. 113. SOLUTION: METADATA DURING CREATION Why is asking a few extra questions on provisioning so important? What value does this extra metadata provide once we have it for reference? Workspace (Site/Team) Metadata Enables Default Metadata Empowers Effective Labelling Targeted Content Protection Targeted Retention Management Differentiate Templates Faster Adoption Improved Productivity Consistency Manage More Effectively Target Support Improve Lifecycle Management Reduce Redundancy & Empower Discovery Sample Metadata Questions: • What is the purpose or business reason for this workspace? • What division does this relate to? • What department does this relate to? • What product does this relate to? • What customer does this relate to? • What project does this relate to? • Will this workspace contain highly confidential information? • Who is the business sponsor for this workspace? • What should the visibility of this workspace be? Should it be shown in the directory?
  114. 114. 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.
  115. 115. SOLUTION: POWER APP 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. FREE: https://docs.microsoft.com/en-us/microsoftteams/platform/samples/app-templates#request-a-team Watch out for premium connector costs with Power Automate on the provisioning!
  116. 116. 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. You can always create your own forms and embed them into your digital workplace hub / Intranet. Here we have simple field additions and a style that displays based on an option in the global navigation. Requires Minor Customization ◑
  117. 117. SOLUTION: TEMPLATING & PROVISIONING! With the use of Orchestry this process of requesting a new workspace is considerably improved over the OOTB approach with tailored and easy to manage templates, metadata/details, and automated provisioning.
  118. 118. SOLUTION: TEMPLATING & PROVISIONING! With the use of Orchestry this process of requesting a new workspace is considerably improved over the OOTB approach with tailored and easy to manage templates, metadata/details, and automated provisioning.
  119. 119. SOLUTION: IMPROVE MANAGEMENT! By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve how we manage the lifecycle of these spaces. Expiration & Archiving Policies Duplication Detection Reduce Risks (Owner, External Sharing, etc.) Associate Teams & Sites To SharePoint Hubs Provide Training Material Improve Site / Team Owner Onboarding
  120. 120. SOLUTION: IMPROVE MANAGEMENT! By centralizing and governing the creation of ‘spaces’ (groups, teams, sites etc.) we can improve how we manage the lifecycle of these spaces. 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.
  121. 121. SOLUTION: IMPROVE MANAGEMENT! Solutions like Orchestry can provide more accessibility and simplified options for enabling key management scenarios and governance of your workspaces.
  122. 122. SOLUTION: PRO-ACTIVE MANAGEMENT! With various bots, intelligent assistants, or even simple Power Automate solutions you can further improve how users leverage these tools, get the most out of them, and manage them.
  123. 123. 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.  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 Is there more we can do to ensure this works over time?
  124. 124. SOLUTION: IMPROVE RELIABILITY! By adding capabilities that surface key insight via OOTB information such as when a page was last modified, to managing your content strategy and reliability of pages – there is lots you can do.
  125. 125. UPDATE & MAINTAIN PROFILES… With investments like HyperFish we can directly address these challenges. We can be pro- active and we can simplify the experience of updating and maintaining profiles.
  126. 126. UPDATE & MAINTAIN PROFILES… You can control the process and approach to fit your organizations needs.
  127. 127. UPDATE & MAINTAIN PROFILES… What’s more using AI and bots Hyperfish can streamline key steps in making profiles successful.
  128. 128. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  129. 129. WHAT WE ARE GOING TO COVER TODAY. OBJECTIVES, ROADMAPS & THINKING BEYOND LAUNCH PRODUCTIVE, NAVIGABLE, & MODERN DESIGN BREAK SIMPLIFIED, INTEGRATED & PERSONALIZED DESIGN BREAK RESPONSIBLE, MANAGABLE & ADOPTABLE DESIGN Q&A / NEXT STEPS 1:00pm - 1:50pm 1:50pm – 2:30pm 2:30pm - 2:40pm 2:40pm – 3:40pm 3:40pm - 3:50pm 3:50pm - 4:45pm 4:45pm – 5:00pm
  130. 130. DOWNLOAD OUR 100+ PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365 It goes into much greater depth and can be found at Office365Intranets.com BIG update coming in January, 2020!
  131. 131. 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.
  132. 132. 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
  133. 133. 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.
  134. 134. The Path. Forward. Where are we and where do we need to go? Digital Workplace Strategy Detailed Intranet Redesign Development of 2toLead Intranet Migration of 2toLead Intranet My 2toLead Launch & Adoption Support Assess the 2toLead Intranet Ecosystem and provide recommendations for Digital Workplace Communication Determine custom, IIAB, or hybrid. Document detailed requirements, wireframes, architecture, and technical specifications Holistic build of the 2toLead Intranet. Focus will be on foundational features that provide feature-parity with current Intranet Phased Migration of the 2toLead Intranet to the new platform. Configuration of each Intranet and content alignment. Launch of the new, holistic Intranet. Adoption and Change Management Support for your employees Outcomes: • Employee Pain Points • Product Vision • Digital Workplace Roadmap Outcomes: • Functional design • Technical design • Ready for build and implementation Outcomes: • Build of new Intranet complete • No to low-code configuration of Intranet Outcomes: • Each intranet migrated to new platform • Content refreshed and cloud-ready Outcomes: • Phased Launch of Intranet • Adoption campaigns
  135. 135. Review Existing Intranet Intranet-based • Component goal, • Component core functionality • Component source of data for each component • Information Architecture (Site Structures, Content Types & Types Of Documents In Use, Enterprise Metadata) • Solution insights (internal and 3rd party products, workflows, alerts, etc) to assess data source and configuration options • Existing SharePoint services, applications and features Inventory of key components and mapping them. Review existing Information Architecture, solutions and existing Intranet services, applications and features. Excerpt
  136. 136. Product Backlog Agenda • Display Layer • Personalization Layer • Publishing Layer • Data Layer Captures prioritized list one or more user stories representing features and functionality Excerpt Excerpt Excerpt
  137. 137. Product Backlog Refinement Workshops Intranet-based • Share assessment findings • Gather context and business value • Improve backlog quality and priority. Capture quantitative feedback (context and business value) in parallel to our assessment findings. ExcerptExcerpt
  138. 138. Wireframes Scenario-based • Frames • Each frame shows description and sample data Helps to visualize the interactions required to achieve a goal (one or more scenarios). Excerpt Excerpt
  139. 139. Creative Brief Solution-based • Logo • Colors • Fonts Describes how colors, fonts and your logo will be leveraged by the solution Excerpt Excerpt Excerpt
  140. 140. Solution Blueprint Component-based • Wireframes • Interaction(s) • Configuration setting(s) • Security • Data source(s) Describes how each product feature behaves including annotated wireframes Excerpt Excerpt Excerpt
  141. 141. Creative Design Solution-based • Interactions • Sample data Helps to visualize the experience to achieve a goal (one or more scenarios).
  142. 142. Solution Architecture Solution Approach • SharePoint Applications • Configuration • Performance • Required Permissions • Risks • Logging • Limitations Build Approach • Dependencies • Development Stack High-level technical overview of the solution architecture and framework including relevant environment details Excerpt Excerpt Excerpt
  143. 143. Technical Specification Global  Information Architecture  Logic  Data Flow • Component-based  Information Architecture  Logic  Data Flow High level detail of the technical implementation of the solution and its specifications. On how data flow, logic, deployment, and design elements are to be implemented. Excerpt Excerpt Excerpt
  144. 144. Iterative Delivery When we build and deploy our solutions, we work towards a major release milestone. This is based on our design planning and allows for agility. DISCOVER SOLUTION TRANSITION LEARN PLAN SPRINT 0 IDEATE WORKING SOLUTION RELEASE PLANNING BACKLOG REFINEMENT & SPRINT PLANNING DESIGN, DEVELOP & TEST DEMONSTRATE KNOWLEDGE TRANSFER & HANDOFF RELEASE RELEASE RELEASE RELEASE 1
  145. 145. How We Work Continuous iterating as we move along in the engagement. 2 weeks SPRINT STARTS SPRINT ENDS Daily Scrum Sprint Planning Sprint Retrospective Weekly Sync Weekly Sync Weekly Sync Sprint Planning Before we start working on any activities, we define the goal of the sprint and break down the activities even further, ask questions Daily Scrum The team connects internally to raise questions and share progress with the Project Lead Sprint Retrospective Review lessons learned and ensure we incorporate those into the next sprint Prioritization Any time within the sprint, sprint activities can get prioritized higher or lower 2toLead (internal)
  146. 146. 2021 In-Person Events: M365Conf.comSPRING: Orlando, FL June 8–10, 2021 FALL: Las Vegas, NV Dec 7–9, 2021 Powered by
  147. 147. Thank You! 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.

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