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aOS 2017Canadian Tour
Fueled by
Quebec
Montreal
Ottawa
Toronto
February 6
February 7
February 8
February 10
aOS Canadian Tour
RICHARD
HARBRIDGE
My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at
SPEAKER | AUTHOR | SUPER FRIENDLY
@RHARBRIDGE
DOWNLOAD THE WHEN
TO USE WHAT IN OFFICE
365 ENTERPRISE USER
GUIDANCE WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com.
WHAT WE WILL COVER…
WHAT WE WILL COVER…
THE TECHNOLOGY WORKS
BEST TOGETHER…
Thinking about this from a versus perspective is the wrong approach.
The right approach is an AND approach where the technologies work together.
THE TECHNOLOGY WORKS
BEST TOGETHER…
What are those new products/capabilities that influence when to use what?
SO WHAT ARE THE NEW
“AND” OPTIONS WE
SHOULD PLAN FOR?
Yammer now is improved by adding a SharePoint team site and document library,
OneNote, Planner and Outlook group calendar (coming soon) to every group.
YAMMER
INTEGRATION…
Yammer also gives access to a shared notebook in OneNote. This means no more
Yammer Notes (Will convert existing Notes to Word and store in the library).
YAMMER
INTEGRATION…
Sync’d with Group Service – Shared memberships, PowerShell management,
shared name, description and photo and MORE.
YAMMER
INTEGRATION…
Office 365 Groups created in Yammer will have conversations in Yammer.
Office 365 Groups created elsewhere in the suite will have conversations in Outlook.
YAMMER
INTEGRATION…
Where do people work? Would connectors help improve the community? Do you
need Governance/Compliance features that Groups have?
SO WHERE SHOULD
YOU BUILD A
COMMUNITY?
When you create a group, Office 365 gives the group a shared inbox, calendar,
OneNote notebook, a Planner - and now, a full-powered SharePoint team site.
OFFICE 365 GROUPS &
SHAREPOINT TEAM SITES…
Advanced permissions is still a fair reason to use SharePoint instead.
As are Intranet sites or sites that would not benefit from a Group.
WHY BUILD
SHAREPOINT
TEAM SITES?
“SharePoint does provide the ability for Site Owners to specify different permissions on resources. Office 365
Groups promises a permission model whereby all group members have access to the group’s resources across
workloads (e.g. conversations, files, notebook, etc.). To deliver consistency, SharePoint site collections
associated with a Group will also follow this model. So, a group (site) owner can add new permission levels
and assign to new users or groups on a resource, but would not be able to remove the permission levels
assigned to the group’s owners or members. We are working on delivering a new permissions management
UX that will allow for group (site) owners to change the group members’ permission level from Edit to Read-
only (and vice versa) but you would not be able to remove the members from resources in the SharePoint site
collection.”
From TechCommunity.Microsoft.Com – Thank You @Tejas Mehta
Teams in Microsoft provide a way to work in a team focused hub that is
persistent. Teams integrates with Groups for membership and more.
MICROSOFT TEAMS…
Teams
This again reduces the need to ‘go to Delve’. Bring “Delve” to me where I work.
DISCOVER NOW
A PART OF
ONEDRIVE…
Enables you to access, edit and share all files and folders in SharePoint Online that
you own or follow regardless of where.
ONEDRIVE THE
PLACE FOR O365
FILES…
Groups
Scenario
Online
Track Project Tasks ◑ ◑ ● ● ● ●
Track Project Logs ◑ ◑ ◑ ● ●
Store and Share Project
Documents
◑ ◑ ●
Searching for Content ● ◑ ◑ ◑ ◑ ◑ ●
Ask a Question ○ ● ○ ◑ ◑
Planner for Teamwork Management was released resulting in important questions such
as when to use it, SharePoint and Project Online?
MICROSOFT PLANNER FOR
TEAMWORK MANAGEMENT…
Microsoft Flow allows organizations and individuals to automate workflows that
integrate with existing SaaS services and business apps that users rely on today.
MICROSOFT FLOW…
@RHARBRIDGE
Share ideas and
docs in OneDrive
WHAT WOULD I USE IT FOR?
There are countless real world scenarios where Flows improve the user experience.
Especially in reducing the places the user needs to check/work (less when to use what).
@RHARBRIDGE
DOES FLOW REPLACE WORKFLOW?
Today for basic automation and integration you can do quite a bit with flow beyond
what workflows can, and they can compliment one another.
1. It’s still new.
Admin/Governance not as comprehensive (go to Logic Apps). You can’t trigger a secondary Flow from a primary,
it can be painful to reorder steps, API max connections (by app, not user), etc.
2. It Is Simplified.
Convert to Azure Logic App (one-click). There is almost no limit to what you can do when you move up to the Azure
level around process automation and integration.
3. It Provides New Options.
We don’t always have to defer to full application development if there is a way to build what is needed without the
same rigor and specialized skill set.
PowerApps is a great solution for rapidly building mobile business applications.
Integration not just around data sources – PowerApps embed in SharePoint 2017.
MICROSOFT POWERAPPS…
2. They are easy to share.
1. They are “easy” and intuitive to build. Point to
the data you want to interact with and create.
3. Users can build an app from templates easing the creation of
an app process for common app requirements.
4. They are “mobile first” forms that support multiple data
sources beyond SharePoint. Soon will be in SharePoint!
@RHARBRIDGE
WHAT WOULD YOU USE IT FOR?
There is a ton of potential in PowerApps with templates and shared apps across
the organization or through communities.
2. Simple “list” tracking apps that can
help coordinate things like assets, site
visits, that you want a unique UI on.
1. Simple Mobile App experiences
where you want to get employee
feedback.
3. FAQs and resource guides for
employees around products or
processes.
@RHARBRIDGE
No new versions.
Supported to 2026.
DO POWERAPPS REPLACE FORMS?
PowerApps does not match InfoPath and SharePoint Designer from a feature
parity perspective. It makes it easier to build business applications “without code”.
Improvements Over Time
WHAT WE WILL COVER…
WHAT WE WILL COVER…
WHAT WE WILL COVER…
YOU SHOULD TRY
AND VISUALIZE OR
CREATE HIGH LEVEL
GUIDANCE…
This is a GOOD exercise for the leadership team and to come up with broad
guidance. However it is not often actionable/usable by users in this format.
Office 365
Groups
Delve
Boards
Office Video
Urgency/TimeSensitivity
Audience (Internal or External)
Skype For
Business
Call
IM
Skype
Presence
Skype for
Business
Online
Meetings
Outlook
E-Mail
OneDrive
for
Business
Team
Site
SharePoint
Intranet
Yammer Company
Communications
Yammer
Groups
Office 365
Groups
Individual OrganizationalGroup
Ad-hoc/LowUrgent/High
Figure out how people work today and visualize how they might work in the
future. Then create guidance to show the users the journey…
GUIDE USERS
FROM WHERE
THEY ARE…
Urgency/TimeSensitivity
Audience (Internal or External)
Web
Conferencing
(GoToMeeting)
Outlook
E-Mail
GoogleDrive
PHP Intranet
(“OurSpace”)
Webinars
(Go To Webinar)
Legacy /
Traditional
DM System
T:/ Drive
Individual OrganizationalGroup
Ad-hoc/LowUrgent/High
P:/ Drive
ftp (…)
Web
Conferencing
(WebEx)
Wiki System
PPM System (Daptive)
DropBox
Box
YouSendIt
C:/ Drive
Current State
Microsoft Teams
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
P:/ Drive
(Personal
Shared Drive)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Web
Conferencing
(WebEx)
Webinars
(Go To
Webinar)
Web
Conferencing
(GoToMeeting)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
File Sharing
Tool
(DropBox)
Email
(Exchange
Online)
File Sharing
Tool
(YouSendIt)
File Sharing
Tool
(Box)
File Sharing
Tool
(GoogleDrive)
You need to really understand the current state in the enterprise.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
P:/ Drive
(Personal
Shared Drive)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Web
Conferencing
(WebEx)
Webinars
(Go To
Webinar)
Web
Conferencing
(GoToMeeting)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
File Sharing
Tool
(DropBox)
Email
(Exchange
Online)
File Sharing
Tool
(YouSendIt)
File Sharing
Tool
(Box)
File Sharing
Tool
(GoogleDrive)
The user is using a small portion of Office 365 at this point.
Now the user can use OneDrive for Business, including it’s many features
like sync, shared with me, discover, and more.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
P:/ Drive
(Personal
Shared Drive)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Web
Conferencing
(WebEx)
Webinars
(Go To
Webinar)
Web
Conferencing
(GoToMeeting)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
File Sharing
Tool
(DropBox)
Email
(Exchange
Online)
File Sharing
Tool
(YouSendIt)
File Sharing
Tool
(Box)
File Sharing
Tool
(GoogleDrive)
OneDrive
Delve
Showing users not only how they can share, but if/when they can share
externally can be a great way to reduce dependency on other tools.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Web
Conferencing
(WebEx)
Webinars
(Go To
Webinar)
Web
Conferencing
(GoToMeeting)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
File Sharing
Tool
(DropBox)
Email
(Exchange
Online)
File Sharing
Tool
(YouSendIt)
File Sharing
Tool
(Box)
File Sharing
Tool
(GoogleDrive)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
With the introduction of IM, and availability users can now connect more
easily throughout OneDrive, via Outlook and via Skype for Business.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Web
Conferencing
(WebEx)
Webinars
(Go To
Webinar)
Web
Conferencing
(GoToMeeting)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
T:/ Drive
(Team Shared
Drive)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
Team
Sites/Groups
Project
Sites/Groups
Delve
SharePoint Sites/Groups introduce collaboration scenarios beyond just
file sharing. This also further lights up Delve. Great time to pilot Planner.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Custom PHP
Intranet
("OurSpace")
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
Team
Sites/Groups
Project
Sites/Groups
Delve
SharePoint
Search Center
SharePoint
Intranet
(“OurSpace”)
Over time more and more experiences are introduced providing
improved user experiences while reducing the places users need to work.
CURRENT STATE…
C:/ Drive
(Local Drive)
ftp
(…)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
Team
Sites/Groups
Project
Sites/Groups
Delve
SharePoint
Search Center
SharePoint
Intranet
(“OurSpace”)
Team
Sites/Groups
(w/ Ext Share)
There are a few ways you can show organizational direction to champions,
site owners, super users, leaders, and even the end user audience.
CURRENT STATE…
C:/ Drive
(Local Drive)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
SharePoint
Team Sites
Project
Sites/Groups
Delve
SharePoint
Search Center
SharePoint
Intranet
(“OurSpace”)
Team
Sites/Groups
(w/ Ext Share)
SharePoint
Server
Over time more and more experiences are introduced providing
improved user experiences while reducing the places users need to work.
CURRENT STATE…
C:/ Drive
(Local Drive)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
SharePoint
Team Sites
Project
Sites/Groups
Delve
SharePoint
Search Center
SharePoint
Intranet
(“OurSpace”)
Team
Sites/Groups
(w/ Ext Share)
SharePoint
Server
Indexes
Over time more and more experiences are introduced providing
improved user experiences while reducing the places users need to work.
CURRENT STATE…
C:/ Drive
(Local Drive)
Legacy /
Traditional DM
System
Wiki System
Webinars
(Go To
Webinar)
PPM System
(Daptive)
Email
(Exchange
Online)
OneDrive
Delve
OneDrive
(w/ External
Sharing)
Skype For
Business
SharePoint
Team Sites
Project
Sites/Groups
Delve
SharePoint
Search Center
SharePoint
Intranet
(“OurSpace”)
Team
Sites/Groups
(w/ Ext Share)
SharePoint
Server
Indexes
Over time more and more experiences are introduced providing
improved user experiences while reducing the places users need to work.
WHAT WE WILL COVER…
WHAT WE WILL COVER…
WHAT WE WILL COVER…
It starts with organizational guidance.
Individual
Group
Organizational
WHEN TO USE
WHAT HAS
MULTIPLE LEVELS…
Scenarios
Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔
Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕
Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ●
Where Should Meeting Notes Be Captured,
Stored & Shared?
◕ ◕ ● ● ◔ ●
Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ●
Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔
Have A Real Time Chat With A Colleague ● ◑ ○ ◑
Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ●
Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑
Invite A Colleague To Lunch ◕ ◔ ●
Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕
Make An Organizational Announcement ◔ ● ◔ ◕ ◕
Remind The Team Of An Important Deadline ◑ ◔ ● ● ●Within the whitepaper we have provided guidance on 13 common scenarios…
Download it at: WhenToUseWhat.com
WANT MORE
SCENARIO
GUIDANCE?
But what do we do once we have organizational guidance?
Individual
Group
Organizational
WHEN TO USE
WHAT HAS
MULTIPLE LEVELS…
Value
Commitment
Understanding Interest
The formula for sustaining commitment is still driving interest/awareness +
guiding understanding + sharing and realizing value.
THE FORMULA FOR COMMITMENT…
1
The funnel of commitment is driving interest / awareness + guiding understanding
+ sharing and realizing value until they are sold/committed.
THE FUNNEL FOR COMMITMENT…
3
Drive Interest
Guide Understanding
Realize Value
2
1
The funnel of commitment is driving interest / awareness + guiding understanding
+ sharing and realizing value until they are sold/committed.
THE FUNNEL FOR COMMITMENT…
3
Often initially comprised of early adoptions. These users may adopt & use new
technology once they are aware of it or have an interest in the technology.
‘Did you know’ tips & pre-launch communication can accelerate this groups
adoption. Use this group to share and influence others.
Users need help understanding how to change. How can
they use the technology? How should they use it? Help,
coaching, how to tips, training, contests & challenges
help this group of users the most.
2 Users need to understand the value of
changing. Sharing stories, benefits,
contest winners, & business impact
of the technology will be critical.
PLANNING FOR ADOPTION…
It turns out we need to be more tactical and granular to drive meaningful
commitment. The answer? Plan and execute campaigns!
Commitment
PLANNING FOR ADOPTION…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!
Interest
PLANNING FOR ADOPTION…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!
Interest
PLANNING FOR CONTESTS…
The goal of each contest is to get the users to take an action (upload a profile picture,
download a mobile app, etc.) and those actions should be connected to a tip or tips that
had been shared (explaining how to do the action and its value).
Starter List Of Sample Contests can be found in the
“Contests, Challenges & Ideas For Office 365”
document in the Office 365 Resource Kit
(http://Office365Resources.com)
PLANNING FOR ADOPTION…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!
Understanding
PLANNING FOR ADOPTION…
A coaches and champion program also compliments the training and hard work
around understanding that is necessary to achieve meaningful adoption.
Coaches / Champions Program
PLANNING FOR ADOPTION…
Developing a roadmap for adoption where we plan activities before launch,
during launch and after launch is important. Plan and execute campaigns!
Value
PLANNING FOR ADOPTION…
Having a campaign over a duration of days enables greater measurement,
clearer accountability, and simplifies the coordination and commitment needed.
Baseline Measure Impact Measure Continued Impact
PLANNING FOR ADOPTION…
If executing effective adoption campaigns leads to effective commitment is
there anything else we should keep in mind?
Commitment
WHAT WE WILL COVER…
WHAT WE WILL COVER…
Helping Organizations & Users Decide: When To Use What In Office 365 - aOS Canadian Tour
Thank You!
Organizers,SponsorsandYouformakingthispossible.
100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
WhenToUseWhat.com Office365Intranets.com
Office365Metrics.com Office365Campaigns.com
Office365Extranets.com Office365Resources.com
Message Me On LinkedIn or Email Richard@2toLead.com
SPEAKER | AUTHOR | SUPER FRIENDLY
Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.
@RHARBRIDGE
GO WATCH 2015’S WHEN TO
USE WHAT SESSION…
Last year we discussed why this was so difficult, and many considerations.
It’s still worth a watch as most of what was outlined is still true today.
@RHARBRIDGE
DOWNLOAD THE DRIVING
OFFICE 365 ADOPTION &
USAGE WHITEPAPER!
It goes into much greater depth and can be found at Office365Campaigns.com.
@RHARBRIDGE
DOWNLOAD THE LATEST
OFFICE 365 SUCCESS
RESOURCE KIT…
It contains: Contests, Challenges & Many Samples! Note: Check out the Office
365 Success Questionnaire! Get it at: http://Office365Resources.com.
@RHARBRIDGE
DOWNLOAD THE
MEASURING THE BUSINESS
IMPACT OF OFFICE 365
WHITEPAPER!
It goes into much greater depth and can be found at Office365Metrics.com.
Full of questions around role readiness, policies and guidance recommendations,
rewards and incentives and more! Get it at: http://Office365Resources.com.
EVALUATE YOUR
READINESS WITH THE
SUCCESS READINESS
QUESTIONNAIRE…

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Helping Organizations & Users Decide: When To Use What In Office 365 - aOS Canadian Tour

  • 1. aOS 2017Canadian Tour Fueled by Quebec Montreal Ottawa Toronto February 6 February 7 February 8 February 10
  • 3. RICHARD HARBRIDGE My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  • 4. @RHARBRIDGE DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! It goes into much greater depth and can be found at WhenToUseWhat.com.
  • 5. WHAT WE WILL COVER…
  • 6. WHAT WE WILL COVER…
  • 7. THE TECHNOLOGY WORKS BEST TOGETHER… Thinking about this from a versus perspective is the wrong approach.
  • 8. The right approach is an AND approach where the technologies work together. THE TECHNOLOGY WORKS BEST TOGETHER…
  • 9. What are those new products/capabilities that influence when to use what? SO WHAT ARE THE NEW “AND” OPTIONS WE SHOULD PLAN FOR?
  • 10. Yammer now is improved by adding a SharePoint team site and document library, OneNote, Planner and Outlook group calendar (coming soon) to every group. YAMMER INTEGRATION…
  • 11. Yammer also gives access to a shared notebook in OneNote. This means no more Yammer Notes (Will convert existing Notes to Word and store in the library). YAMMER INTEGRATION…
  • 12. Sync’d with Group Service – Shared memberships, PowerShell management, shared name, description and photo and MORE. YAMMER INTEGRATION…
  • 13. Office 365 Groups created in Yammer will have conversations in Yammer. Office 365 Groups created elsewhere in the suite will have conversations in Outlook. YAMMER INTEGRATION…
  • 14. Where do people work? Would connectors help improve the community? Do you need Governance/Compliance features that Groups have? SO WHERE SHOULD YOU BUILD A COMMUNITY?
  • 15. When you create a group, Office 365 gives the group a shared inbox, calendar, OneNote notebook, a Planner - and now, a full-powered SharePoint team site. OFFICE 365 GROUPS & SHAREPOINT TEAM SITES…
  • 16. Advanced permissions is still a fair reason to use SharePoint instead. As are Intranet sites or sites that would not benefit from a Group. WHY BUILD SHAREPOINT TEAM SITES? “SharePoint does provide the ability for Site Owners to specify different permissions on resources. Office 365 Groups promises a permission model whereby all group members have access to the group’s resources across workloads (e.g. conversations, files, notebook, etc.). To deliver consistency, SharePoint site collections associated with a Group will also follow this model. So, a group (site) owner can add new permission levels and assign to new users or groups on a resource, but would not be able to remove the permission levels assigned to the group’s owners or members. We are working on delivering a new permissions management UX that will allow for group (site) owners to change the group members’ permission level from Edit to Read- only (and vice versa) but you would not be able to remove the members from resources in the SharePoint site collection.” From TechCommunity.Microsoft.Com – Thank You @Tejas Mehta
  • 17. Teams in Microsoft provide a way to work in a team focused hub that is persistent. Teams integrates with Groups for membership and more. MICROSOFT TEAMS… Teams
  • 18. This again reduces the need to ‘go to Delve’. Bring “Delve” to me where I work. DISCOVER NOW A PART OF ONEDRIVE…
  • 19. Enables you to access, edit and share all files and folders in SharePoint Online that you own or follow regardless of where. ONEDRIVE THE PLACE FOR O365 FILES… Groups
  • 20. Scenario Online Track Project Tasks ◑ ◑ ● ● ● ● Track Project Logs ◑ ◑ ◑ ● ● Store and Share Project Documents ◑ ◑ ● Searching for Content ● ◑ ◑ ◑ ◑ ◑ ● Ask a Question ○ ● ○ ◑ ◑ Planner for Teamwork Management was released resulting in important questions such as when to use it, SharePoint and Project Online? MICROSOFT PLANNER FOR TEAMWORK MANAGEMENT…
  • 21. Microsoft Flow allows organizations and individuals to automate workflows that integrate with existing SaaS services and business apps that users rely on today. MICROSOFT FLOW…
  • 22. @RHARBRIDGE Share ideas and docs in OneDrive WHAT WOULD I USE IT FOR? There are countless real world scenarios where Flows improve the user experience. Especially in reducing the places the user needs to check/work (less when to use what).
  • 23. @RHARBRIDGE DOES FLOW REPLACE WORKFLOW? Today for basic automation and integration you can do quite a bit with flow beyond what workflows can, and they can compliment one another. 1. It’s still new. Admin/Governance not as comprehensive (go to Logic Apps). You can’t trigger a secondary Flow from a primary, it can be painful to reorder steps, API max connections (by app, not user), etc. 2. It Is Simplified. Convert to Azure Logic App (one-click). There is almost no limit to what you can do when you move up to the Azure level around process automation and integration. 3. It Provides New Options. We don’t always have to defer to full application development if there is a way to build what is needed without the same rigor and specialized skill set.
  • 24. PowerApps is a great solution for rapidly building mobile business applications. Integration not just around data sources – PowerApps embed in SharePoint 2017. MICROSOFT POWERAPPS… 2. They are easy to share. 1. They are “easy” and intuitive to build. Point to the data you want to interact with and create. 3. Users can build an app from templates easing the creation of an app process for common app requirements. 4. They are “mobile first” forms that support multiple data sources beyond SharePoint. Soon will be in SharePoint!
  • 25. @RHARBRIDGE WHAT WOULD YOU USE IT FOR? There is a ton of potential in PowerApps with templates and shared apps across the organization or through communities. 2. Simple “list” tracking apps that can help coordinate things like assets, site visits, that you want a unique UI on. 1. Simple Mobile App experiences where you want to get employee feedback. 3. FAQs and resource guides for employees around products or processes.
  • 26. @RHARBRIDGE No new versions. Supported to 2026. DO POWERAPPS REPLACE FORMS? PowerApps does not match InfoPath and SharePoint Designer from a feature parity perspective. It makes it easier to build business applications “without code”. Improvements Over Time
  • 27. WHAT WE WILL COVER…
  • 28. WHAT WE WILL COVER…
  • 29. WHAT WE WILL COVER…
  • 30. YOU SHOULD TRY AND VISUALIZE OR CREATE HIGH LEVEL GUIDANCE… This is a GOOD exercise for the leadership team and to come up with broad guidance. However it is not often actionable/usable by users in this format.
  • 31. Office 365 Groups Delve Boards Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Skype for Business Online Meetings Outlook E-Mail OneDrive for Business Team Site SharePoint Intranet Yammer Company Communications Yammer Groups Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Figure out how people work today and visualize how they might work in the future. Then create guidance to show the users the journey… GUIDE USERS FROM WHERE THEY ARE… Urgency/TimeSensitivity Audience (Internal or External) Web Conferencing (GoToMeeting) Outlook E-Mail GoogleDrive PHP Intranet (“OurSpace”) Webinars (Go To Webinar) Legacy / Traditional DM System T:/ Drive Individual OrganizationalGroup Ad-hoc/LowUrgent/High P:/ Drive ftp (…) Web Conferencing (WebEx) Wiki System PPM System (Daptive) DropBox Box YouSendIt C:/ Drive Current State Microsoft Teams
  • 32. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) P:/ Drive (Personal Shared Drive) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Web Conferencing (WebEx) Webinars (Go To Webinar) Web Conferencing (GoToMeeting) PPM System (Daptive) Custom PHP Intranet ("OurSpace") File Sharing Tool (DropBox) Email (Exchange Online) File Sharing Tool (YouSendIt) File Sharing Tool (Box) File Sharing Tool (GoogleDrive) You need to really understand the current state in the enterprise.
  • 33. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) P:/ Drive (Personal Shared Drive) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Web Conferencing (WebEx) Webinars (Go To Webinar) Web Conferencing (GoToMeeting) PPM System (Daptive) Custom PHP Intranet ("OurSpace") File Sharing Tool (DropBox) Email (Exchange Online) File Sharing Tool (YouSendIt) File Sharing Tool (Box) File Sharing Tool (GoogleDrive) The user is using a small portion of Office 365 at this point.
  • 34. Now the user can use OneDrive for Business, including it’s many features like sync, shared with me, discover, and more. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) P:/ Drive (Personal Shared Drive) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Web Conferencing (WebEx) Webinars (Go To Webinar) Web Conferencing (GoToMeeting) PPM System (Daptive) Custom PHP Intranet ("OurSpace") File Sharing Tool (DropBox) Email (Exchange Online) File Sharing Tool (YouSendIt) File Sharing Tool (Box) File Sharing Tool (GoogleDrive) OneDrive Delve
  • 35. Showing users not only how they can share, but if/when they can share externally can be a great way to reduce dependency on other tools. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Web Conferencing (WebEx) Webinars (Go To Webinar) Web Conferencing (GoToMeeting) PPM System (Daptive) Custom PHP Intranet ("OurSpace") File Sharing Tool (DropBox) Email (Exchange Online) File Sharing Tool (YouSendIt) File Sharing Tool (Box) File Sharing Tool (GoogleDrive) OneDrive Delve OneDrive (w/ External Sharing)
  • 36. With the introduction of IM, and availability users can now connect more easily throughout OneDrive, via Outlook and via Skype for Business. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Web Conferencing (WebEx) Webinars (Go To Webinar) Web Conferencing (GoToMeeting) PPM System (Daptive) Custom PHP Intranet ("OurSpace") Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business
  • 37. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) T:/ Drive (Team Shared Drive) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Custom PHP Intranet ("OurSpace") Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business Team Sites/Groups Project Sites/Groups Delve SharePoint Sites/Groups introduce collaboration scenarios beyond just file sharing. This also further lights up Delve. Great time to pilot Planner.
  • 38. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Custom PHP Intranet ("OurSpace") Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business Team Sites/Groups Project Sites/Groups Delve SharePoint Search Center SharePoint Intranet (“OurSpace”) Over time more and more experiences are introduced providing improved user experiences while reducing the places users need to work.
  • 39. CURRENT STATE… C:/ Drive (Local Drive) ftp (…) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business Team Sites/Groups Project Sites/Groups Delve SharePoint Search Center SharePoint Intranet (“OurSpace”) Team Sites/Groups (w/ Ext Share) There are a few ways you can show organizational direction to champions, site owners, super users, leaders, and even the end user audience.
  • 40. CURRENT STATE… C:/ Drive (Local Drive) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business SharePoint Team Sites Project Sites/Groups Delve SharePoint Search Center SharePoint Intranet (“OurSpace”) Team Sites/Groups (w/ Ext Share) SharePoint Server Over time more and more experiences are introduced providing improved user experiences while reducing the places users need to work.
  • 41. CURRENT STATE… C:/ Drive (Local Drive) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business SharePoint Team Sites Project Sites/Groups Delve SharePoint Search Center SharePoint Intranet (“OurSpace”) Team Sites/Groups (w/ Ext Share) SharePoint Server Indexes Over time more and more experiences are introduced providing improved user experiences while reducing the places users need to work.
  • 42. CURRENT STATE… C:/ Drive (Local Drive) Legacy / Traditional DM System Wiki System Webinars (Go To Webinar) PPM System (Daptive) Email (Exchange Online) OneDrive Delve OneDrive (w/ External Sharing) Skype For Business SharePoint Team Sites Project Sites/Groups Delve SharePoint Search Center SharePoint Intranet (“OurSpace”) Team Sites/Groups (w/ Ext Share) SharePoint Server Indexes Over time more and more experiences are introduced providing improved user experiences while reducing the places users need to work.
  • 43. WHAT WE WILL COVER…
  • 44. WHAT WE WILL COVER…
  • 45. WHAT WE WILL COVER…
  • 46. It starts with organizational guidance. Individual Group Organizational WHEN TO USE WHAT HAS MULTIPLE LEVELS…
  • 47. Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ● Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ●Within the whitepaper we have provided guidance on 13 common scenarios… Download it at: WhenToUseWhat.com WANT MORE SCENARIO GUIDANCE?
  • 48. But what do we do once we have organizational guidance? Individual Group Organizational WHEN TO USE WHAT HAS MULTIPLE LEVELS…
  • 49. Value Commitment Understanding Interest The formula for sustaining commitment is still driving interest/awareness + guiding understanding + sharing and realizing value. THE FORMULA FOR COMMITMENT…
  • 50. 1 The funnel of commitment is driving interest / awareness + guiding understanding + sharing and realizing value until they are sold/committed. THE FUNNEL FOR COMMITMENT… 3 Drive Interest Guide Understanding Realize Value 2
  • 51. 1 The funnel of commitment is driving interest / awareness + guiding understanding + sharing and realizing value until they are sold/committed. THE FUNNEL FOR COMMITMENT… 3 Often initially comprised of early adoptions. These users may adopt & use new technology once they are aware of it or have an interest in the technology. ‘Did you know’ tips & pre-launch communication can accelerate this groups adoption. Use this group to share and influence others. Users need help understanding how to change. How can they use the technology? How should they use it? Help, coaching, how to tips, training, contests & challenges help this group of users the most. 2 Users need to understand the value of changing. Sharing stories, benefits, contest winners, & business impact of the technology will be critical.
  • 52. PLANNING FOR ADOPTION… It turns out we need to be more tactical and granular to drive meaningful commitment. The answer? Plan and execute campaigns! Commitment
  • 53. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns! Interest
  • 54. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns! Interest
  • 55. PLANNING FOR CONTESTS… The goal of each contest is to get the users to take an action (upload a profile picture, download a mobile app, etc.) and those actions should be connected to a tip or tips that had been shared (explaining how to do the action and its value). Starter List Of Sample Contests can be found in the “Contests, Challenges & Ideas For Office 365” document in the Office 365 Resource Kit (http://Office365Resources.com)
  • 56. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns! Understanding
  • 57. PLANNING FOR ADOPTION… A coaches and champion program also compliments the training and hard work around understanding that is necessary to achieve meaningful adoption. Coaches / Champions Program
  • 58. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns! Value
  • 59. PLANNING FOR ADOPTION… Having a campaign over a duration of days enables greater measurement, clearer accountability, and simplifies the coordination and commitment needed. Baseline Measure Impact Measure Continued Impact
  • 60. PLANNING FOR ADOPTION… If executing effective adoption campaigns leads to effective commitment is there anything else we should keep in mind? Commitment
  • 61. WHAT WE WILL COVER…
  • 62. WHAT WE WILL COVER…
  • 64. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers WhenToUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR | SUPER FRIENDLY Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.
  • 65. @RHARBRIDGE GO WATCH 2015’S WHEN TO USE WHAT SESSION… Last year we discussed why this was so difficult, and many considerations. It’s still worth a watch as most of what was outlined is still true today.
  • 66. @RHARBRIDGE DOWNLOAD THE DRIVING OFFICE 365 ADOPTION & USAGE WHITEPAPER! It goes into much greater depth and can be found at Office365Campaigns.com.
  • 67. @RHARBRIDGE DOWNLOAD THE LATEST OFFICE 365 SUCCESS RESOURCE KIT… It contains: Contests, Challenges & Many Samples! Note: Check out the Office 365 Success Questionnaire! Get it at: http://Office365Resources.com.
  • 68. @RHARBRIDGE DOWNLOAD THE MEASURING THE BUSINESS IMPACT OF OFFICE 365 WHITEPAPER! It goes into much greater depth and can be found at Office365Metrics.com.
  • 69. Full of questions around role readiness, policies and guidance recommendations, rewards and incentives and more! Get it at: http://Office365Resources.com. EVALUATE YOUR READINESS WITH THE SUCCESS READINESS QUESTIONNAIRE…

Notes de l'éditeur

  1. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  2. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  3. Remove Demos. Why Are Organizations Investing In The Cloud - Intranets Are Changing (Orgs Change/Industry Change) - THis is how we keep up. - Because of upgrades - How do we modernize - we upgrade Embrace The Capabilities In The Platform - App Launcher - Analytics - ESN - Video Portal Customize (Acceleration) (Hows) - Site provisioning - Top Navigation - Responsive Design - Integrated ESN Drive success/adoption - Adoption
  4. KANWAL
  5. The user has an event idea, What they want to do is share it with other people First I setup a meeting to discuss running an event with the Office 365 team. I do this in Outlook. Then I start a Skype for Business meeting where we discuss the event and work collaboratively on a notebook. The notebook is stored in my onedrive site initially with each meeting participant, but then after the meeting is done we create a team site for us to collaborate leading up to the launch event and I MOVE the OneNote to SharePoint. We then share/post the event invitation to our Yammer network and hold Skype Broadcast meeting or perhaps run the event on Skype for remote participants
  6. The user has an event idea, What they want to do is share it with other people First I setup a meeting to discuss running an event with the Office 365 team. I do this in Outlook. Then I start a Skype for Business meeting where we discuss the event and work collaboratively on a notebook. The notebook is stored in my onedrive site initially with each meeting participant, but then after the meeting is done we create a team site for us to collaborate leading up to the launch event and I MOVE the OneNote to SharePoint. We then share/post the event invitation to our Yammer network and hold Skype Broadcast meeting or perhaps run the event on Skype for remote participants
  7. Chris Slemp has a great breakdown…
  8. Microsoft Stream Preview & Office 365 Video They will converge in features. Office 365 Video will be get a new name in the future. You should still use Office 365 Video and at a later time you will get a upgraded UI and new features. I just trained my people on Office 365 Video will I have to retrain? Microsoft Stream’s UI is designed to be intuitive and easy to use. The concepts are similar and the UI may be a little different but is not a significant change. So training content experts/gurus and admins/managers will be similar to what you have already done and should require minor investments around re-training, but not significant ones (if desired).
  9. SharePoint Workflow and Flow? SharePoint Workflows (& Great 3rd Part Platforms) are still a great way to automate most structured enterprise business processes today. Flow has some focus areas that SharePoint Workflow does not have which compliments process and task automation needs, especially across systems and services (like IFTTT or Zapier). Flow includes a focus on platforms outside of SharePoint. Flow can be triggered by web hooks into external systems. Flows can take actions and events from outside your environment and automate the movement of this data into your systems. Flow allows users without list management rights to still create flows. Many flows are within an individual users context. Triggering a flow for a user based on an event that happens in their Office 365 mailbox as an example only targets that user. Flow includes a focus on the personal technologies of an individual end user allowing them to automate personal and professional processes/tasks.
  10. Microsoft PowerApps Preview PowerApps can be used to build rapid mobile business applications… PowerApps, InfoPath, and SharePoint Designer… PowerApps does not replace InfoPath and SharePoint Designer. It makes it easier to build mobile business applications “without code”. It can create forms-like applications for data in SharePoint on-premises or in O365, so there may be some scenarios where it can act as an alternative for InfoPath form development. PowerApps is Cloud Only (no offline capability).
  11. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  12. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  13. Remove Demos. Why Are Organizations Investing In The Cloud - Intranets Are Changing (Orgs Change/Industry Change) - THis is how we keep up. - Because of upgrades - How do we modernize - we upgrade Embrace The Capabilities In The Platform - App Launcher - Analytics - ESN - Video Portal Customize (Acceleration) (Hows) - Site provisioning - Top Navigation - Responsive Design - Integrated ESN Drive success/adoption - Adoption
  14. Remove Demos. Why Are Organizations Investing In The Cloud - Intranets Are Changing (Orgs Change/Industry Change) - THis is how we keep up. - Because of upgrades - How do we modernize - we upgrade Embrace The Capabilities In The Platform - App Launcher - Analytics - ESN - Video Portal Customize (Acceleration) (Hows) - Site provisioning - Top Navigation - Responsive Design - Integrated ESN Drive success/adoption - Adoption
  15. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  16. The user has an event idea, What they want to do is share it with other people First I setup a meeting to discuss running an event with the Office 365 team. I do this in Outlook. Then I start a Skype for Business meeting where we discuss the event and work collaboratively on a notebook. The notebook is stored in my onedrive site initially with each meeting participant, but then after the meeting is done we create a team site for us to collaborate leading up to the launch event and I MOVE the OneNote to SharePoint. We then share/post the event invitation to our Yammer network and hold Skype Broadcast meeting or perhaps run the event on Skype for remote participants
  17. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  18. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  19. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  20. Remove Demos. Why Are Organizations Investing In The Cloud - Intranets Are Changing (Orgs Change/Industry Change) - THis is how we keep up. - Because of upgrades - How do we modernize - we upgrade Embrace The Capabilities In The Platform - App Launcher - Analytics - ESN - Video Portal Customize (Acceleration) (Hows) - Site provisioning - Top Navigation - Responsive Design - Integrated ESN Drive success/adoption - Adoption
  21. KANWAL At an org level, your enterprise strategy should define when to use what is important to consolidate your tools, reduce costs and increase efficieny.
  22. Pay special attention to the Outlook column. Look at how few scenarios Outlook or email based options are the best way to do things. Now consider your organization – if email is the only actively used aspect of Office 365 you are really missing out!
  23. We have created hundreds of ready to go tips to be used… mapped out day by day.
  24. We have created hundreds of ready to go tips to be used… mapped out day by day.
  25. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  26. The situation today is that it’s easier than it was, but it is still a hard problem to tackle depending on what you are using, new capabilities in Office 365, what you have already implemented and your approach.
  27. Remove Demos. Why Are Organizations Investing In The Cloud - Intranets Are Changing (Orgs Change/Industry Change) - THis is how we keep up. - Because of upgrades - How do we modernize - we upgrade Embrace The Capabilities In The Platform - App Launcher - Analytics - ESN - Video Portal Customize (Acceleration) (Hows) - Site provisioning - Top Navigation - Responsive Design - Integrated ESN Drive success/adoption - Adoption