In this case study, you will discover how IBERIABANK, which has approximately 3,800 employees, rolled out its first companywide site in SharePoint Online, leading to an unprecedented high of 17,452 site views in a single day. You will learn which SharePoint features, web parts, and customizations IBERIABANK used to protect their clients’ businesses—as well as their own—throughout COVID-19. Also, you will hear how the bank introduced Microsoft Teams an additional collaboration tool.
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Inside The Vault: Bridging the Social Distancing Gap with SharePoint and Teams
1. MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Inside The Vault: Bridging the Social Distancing Gap
with SharePoint and Microsoft Teams at IBERIABANK
Theresa Lubelski
SharePoint Administrator - IBERIABANK
@SharePointMadam | www.linkedin.com/in/theresaeller
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
2. MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Mark Your Calendars:
March 23-25, 2021, MGM Grand Resort
Las Vegas, Nevada, USA
M365Conf.com
#M365CONF
TheSharePoint Conferenceis nowTheMicrosoft 365 CollaborationConference
#M365VM
M365VirtualMarathon.com
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
4. Theresa Lubelski | Fort Worth, TX | USA
SharePoint Administrator, IBERIABANK
First American to speak at SharePoint Saturday Paris
SharePoint 2003-2016, SharePoint Online, Power Platform, Teams
SharePoint is my longest relationship!
LET ME INTRODUCE MYSELF…
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
5. Visit the Vendors Booth, Sessions and Watch the Videos
Submit Your Answers to Enter the Raffle
You need at least 5 correct answers then submit for a chance to win one of 3
(One in each Americas, APAC, EMEA)
ARE YOU READY FOR A RAFFLE?
WE ARE GIVING AWAY 3 OCULUS QUEST ALL IN ONE!
https://bit.ly/m365raffle
6. CONSIDER DONATING TO THE FOLLOWING CHARITY RELIEF FUNDS:
UNITED WAY: https://give.uwkc.org/m365vm
INTERNATIONAL MEDICAL CORPS: https://bit.ly/MedicalCorpsFund
10% OF FUNDS FROMSPONSORS GOTO SUPPORT COMMUNITY RELIEF.
FOR MORE INFORMATION WRITE TO: info@m365virtualmarathon.com
7. ~3800 employees
Preparing for merger with First Horizon National Bank
All business travel halted
First companywide SharePoint Online site
SBA PPP launched on April 2, 2020; on April 3, the Covid-19 Response site had 17,452 site visits
As of May 4, 2020, IBERIABANK
has secured a total of $2.13 billion impacting 240,000 employees
received and processed 15,000 applications with 99.8% of fully qualified loans receiving
SBA allocation of funds
IBERIABANK During Covid-19
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
8. Requirements for the Covid-19 Response Site
Landing page graphic
Site description
Associate FAQs
Associate Resources (links to YouTube videos)
Resource Sites (links to CDC website for Coronavirus and Influenza)
Announcements graphic
Links to CDC + WHO websites
Footer graphic with link to email address
30. Add a Personal Touch
Content shared on social media added
(Links web parts, top URLs delelted)
Isolation Checklist—created by a friend—
shared with permission (File viewer web part)
32. Image (Linked to MP3)
Resize
Crop
Aspect ratios
Alignment
Reset
Save
33. Power Automate
3 files updated multiple times daily (including weekends)
Files emailed to me to be uploaded to SharePoint
Power Automate completes in ~1 minute
Looks for specific words in subject line
Deletes existing 3 files
Uploads 3 new files
Emails confirmation
40. Using Teams to Rollout Teams
Weekly meeting in Teams
Email announcement: You now have Microsoft Teams
Adoption campaign
Email Tech Bytes with how-to tips that focus on Teams vs. Jabber and WebEx
Add “Find me in Teams” to email signature
1. Click on the Windows start button in the lower left corner of your
screen.
2. Scroll down until you see Microsoft Teams.
3. Press Microsoft Teams to open it.
For more information, visit
https://anythingbutcode.sharepoint.com/sites/m365help
Find me in Microsoft Teams
41. Office 365 Groups, Teams, and SharePoint Online
Creating a team in Teams also creates an Office 365 Group and a
SharePoint Online modern team site
Requests for a team in Teams must be weighed against current and future SharePoint Online site architecture
Creation of SharePoint sites is restricted to global admins, SharePoint admins, and the IT team responsible for
system access
Option to create SharePoint sites on the SharePoint Start Page and in OneDrive is disabled
Modern team sites are created under /teams managed path
42. M365 Help Center
Hub Site
Associated site for each product
SharePoint
OneDrive
Teams
Resources
Links to articles, documentation, and videos from Microsoft
Tech Bytes containing how-to tips posted as News Posts
43. MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
THANK YOU FOR JOINING US!
DO YOU HAVE ANY QUESTIONS?
Speaker feedback
https://bit.ly/M365VMSpeakerFeedback
Event feedback
https://bit.ly/M365VMFeedback
44. MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Inside The Vault: Bridging the Social Distancing Gap
with SharePoint and Microsoft Teams at IBERIABANK
Theresa Lubelski
SharePoint Administrator - IBERIABANK
@SharePointMadam | www.linkedin.com/in/theresaeller
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
Notas del editor
Page title – spaces will be replaced with dashes
Comments + You Might Be Interested In – will turn themselves on after you’ve turned them off, especially when you edit the page; always check after Publish and Republish
Image Web Search (and Stock Images) – creative commons, free to use; layout options include wide and square
Focal Point – most images are bigger than the allotted space on the page; move the image up or down to display the portion you want viewers to see
Pages are stored in Site contents > Site Pages folder
Save as draft – Draft versions are only visible to those with designer and full control permissions until the page is published (or republished)
Save as template – covered in future slide
Undo
Redo
Discard changes – revert to the last modified version
Page details – version history covered on next slide
Publish + Republish – changes are only visible to those with designer and full control permissions until the page is published (or republished)
If republish is missing, refresh the page
Replacing content – create new page so that original information is saved for historical purposes
URL can be deleted
Image and text pull from the website
Folders vs. Group by [Category] – folder names are not searchable; folder names add to URL
Details pane – edit single item or bulk edit items (Category, Audience, etc.)
Sort order + Audience – SharePoint sorts by 1, 10, 11, 2, 20, etc.; use at least 2 number places; Audience field was easier to identify than putting audience at end of file name
Path vs. Link – Copy link puts weird characters in URL, not always usable by others; Path is at bottom of details pane
Page for online portal support – too vague of a name; ended up being document library
Open in new tab – Links to SharePoint sites and Office files (Word, Excel, PowerPoint) open in new tab, but PDFs open in same tab; needed everything to open in new tab; used Column Formatting (on Name column) to achieve
Only code in the site
Text web part
Heading formats create a link that adds #sectiontitle to the end of the page URL
Must save or publish the page to get the link for the page anchor
Link can be added to quick links, text, image, etc.
Use three levels
-Label for top navigation
-Label to organize links
-Link