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MWLUG 2017 - Collaboration and Productivity from the other side

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The IBM Collaboration and Productivity experience is well known to this community, but there are other options. The Microsoft experience, including Office 365, SharePoint Online, Groups, Teams, Dynamics CRM, MS Graph, PowerBI and more. This session will give an overview of the offering and how the cloud is allowing for rapid delivery of functionality. We will showcase customer solutions built on top of the platform, including intranets, document management, workflow, and business solutions. We will highlight the customization and development options available, including Office add-ins, MS Teams toolkit, Nintex Workflow, Winward document generation, and Azure custom .Net development. We will highlight a day in the life demo for sales, knowledge worker, and executives.

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MWLUG 2017 - Collaboration and Productivity from the other side

  1. 1. COLLABORATION AND PRODUCTIVITY FROM THE OTHER SIDE The Microsoft experience, including Office 365, SharePoint Online, Groups, Teams, Dynamics CRM, MS Graph, PowerBI and more. This session will give an overview of the offering and how the cloud is allowing for rapid delivery of functionality. © 2017 PSC Group, LLC
  2. 2. THE THREE THINGS YOU ARE GOING TO LEARN 1. What is the Microsoft Collaboration Experience? 2. How a user experiences this – real world experience 3. What other customer’s are doing to embrace Office365 © 2017 PSC Group, LLC
  3. 3. WHAT YOU ARE NOT GOING TO LEARN • No IBM Bashing • No Direct Comparisons • How to Implement These Solutions © 2017 PSC Group, LLC
  4. 4. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  5. 5. JOHN HEAD • Chief Evangelist & Business Development • IBM Dual Champion - Collaboration and Cloud • 25 years experience • 19 Consulting, 6 sales • Speaker of 70+ sessions at conferences and user groups around the world • Specialize in Application Modernization & Integration • 5 year Lumity Exec Board Member • YWCA of Metropolitan Chicago Exec Board Secretary, Board Member © 2017 PSC Group, LLC
  6. 6. OUR METHODOLOGY MODERNIZATION, NOT MIGRATION Inventory Existing Application Portfolio Categorize and Prioritize Estimate Modernization Costs Determine Landing Platform Network Impact Analysis Data Center Impact Analysis Define Security Model on Landing Platform Establish Tools & Standards Application Transformation Data Transformation Sunset Legacy Environment Develop Support and Staffing Plan Application Modernized! Reduce Licensing of Legacy Environment Define Governance Model Modify Infrastructure Establish Development Environment Specify and Procure Production Hardware and Software Analysis & Design Prepare for a more data driven, mobile, social and dynamic future Identify opportunities to enhance processes, workflow and security Technical Analysis Business Value Analysis Cultural Change Analysis Develop Training Plan and Materials Train End Users on Modernized Application ANALYZE MODERNIZE © 2017 PSC Group, LLC
  7. 7. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  8. 8. OFFICE 365: A TOOLBOX, NOT A TOOL • What to use when? • What products and services best fit my organization? • How can I achieve ROI quickly? • Out-of-the-box vs. custom development • What’s coming down the pike? • How do I customize without breaking new functionality? • What’s tried & true vs. what’s bleeding edge? • How do we govern it? • What will it cost?
  9. 9. VISION: CROSS-FUNCTIONAL COLLABORATION OneDrive replaces File Shares • Personal OneDrive replaces H drive • Sites & Groups replace shared drives • One interface • Selective local sync Microsoft Groups/Teams • Activities • Persistent Chat • Shared Calendar • Document Management • Planner (Tasks) Cross-Functional Initiatives • Best Practices for Safety • Project Information • Project Forecasting • Communities of Practice • Initiatives
  10. 10. CROSS-FUNCTIONAL COLLABORATION: ONEDRIVE REPLACES FILE SHARE • All my files PLUS files from all my sites in one place (get it?) • Version control • Move/copy files between personal drive and sites • Selective local synchronization OneDrive
  11. 11. CROSS-FUNCTIONAL COLLABORATION: ONEDRIVE REPLACES FILE SHARE • Choose files/folders to sync from various sites • Supports co-editing and change merge Selective Sync
  12. 12. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  13. 13. What’s a Team? A Team is a persistent chat- based workspace that connects your team to other services and apps. Teams are made up of 5 major functions: 1. Conversations 1. Team 2. Private chat 2. Files 3. Notes 4. Tabs 5. Connectors
  14. 14. Customized for each team A hub for teamwork Chat for today’s team Benefits of Teams For users 1. Eliminate email 2. Instant context 3. One UX to rule them all 4. Services meet you where you are For administrators 1. Compliance & disaster recovery 2. Fits into existing Office 365 ecosystem 3. Train once, rinse, wash, repeat
  15. 15. CONTEXT: OFFICE 365 ECOSYSTEM • Persistent chat • One-stop-shop UX Team • News • Documents • Custom databasesSharePoint Site • Distribution list (email) • Team conversations • Planner • Notebook • Etc. Office 365 Group
  16. 16. ARCHITECTURE
  17. 17. Team • Comprised of users, channels • Private or public • 1:1 Team:Group Channel • All team members have access • Creates a section in OneNote notebook • Comprised of conversations, tabs, connectors • “General” channel created OOB
  18. 18. 1 2 3 5 4 Workspace 1. Team 2. Channels 3. Tabs 4. Conversation space 5. Connector
  19. 19. Gotchas • Governance • Who can create them? • Ideally, automate! • Tabs • Connectors • Bots
  20. 20. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  21. 21. DISCOVERY FINDINGS Internal Communications • Complex publishing process • Limitations in design, layout • Updates from other departments are buried in each site • Current search process inhibits site usability Cross-Functional Collaboration • Ad-hoc teams lack the ability to collaborate • Current structure forces groups outside corporate systems • Email, file shares are go-to storage locations Forms & Workflow • Forms are difficult to find, difficult to maintain • Filled-out forms are printed, emailed or saved to file shares (at best) • Submission is manual and data is locked into individual files Analytics • Data is trapped in multiple files across multiple, private drives • Insights are difficult/impossible due to lack of data Directory • Multiple sources with various data keys hamper the ability to present a comprehensive listing of employees, contractors and rooms.
  22. 22. SharePoint Online INTERNAL COMMUNICATIONS On this site: • Corporate news • Portal • Corporate forms/documents Security • Everyone is a Reader • Minimal contributors News from InfoCenter site • Managed for all users • Links to key content (Knowledgebase, portal, certain departments, etc.) Featured links • Sites I follow (opt-in) • Examples: departments, special-interest groups, regional offices, etc. News from other sites SharePoint Mobile app
  23. 23. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  24. 24. DOCUMENT GENERATION • Full-featured, powerful, enterprise level reporting • Produce PDF, DOCX, XLSX and more reports • Professional, visually impressive charts, graphs, documents • A highly customizable document generation system -- Extremely Flexible • Intuitive design tool that allows non-technical users to generate reports • Design Reports in Microsoft Word, Excel or PowerPoint • Drag & Drop Functionality • “Pods” -- Create advanced reports & documents simply with drag and drop • Shallow learning curve – end user driven design
  25. 25. THE REPORTING ENGINE Data
  26. 26. FLEXIBILITY • Small Footprint, Very lightweight & Powerful • No installation of Office Required • The Engine works with all .NET and Java languages • 3 Types of Engines • .NET • Java • Restful
  27. 27. SUPPORTED DATA SOURCES • Databases • Microsoft SQL Server • Oracle • MySQL • IBM DB2 • PostgresSQL • Microsoft Azure SQL • ODBC and OLEDB • File Based • XML • Microsoft Access (ODBC) • SharePoint Lists • SQL Schema • Web Based • Salesforce • JSON • REST • OData 8/13/2017 41
  28. 28. • Introductions • Office365 Overview • Microsoft Teams • Customer Story • Other Cool Things • Wrap-Up © 2017 PSC Group, LLC
  29. 29. THE THREE THINGS YOU LEARNED 1. What the Microsoft Collaboration Experience looks like 2. How a user experiences this – real world experience 3. What other customer’s are doing to embrace Office365 © 2017 PSC Group, LLC
  30. 30. Thank You! Questions? Contact: John Head 331.684.7114 jhead@psclistens.com © 2017 PSC Group, LLC

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