Going beyond a tactical approach to Office 365, and thinking strategically. Includes two approaches for doing so - top-down (starting from strategy) and bottom-up (starting from technology-enabled opportunities).

1. Developing a Strategic Approach
to Microsoft Office 365
Michael Sampson
The Michael Sampson Company Limited

2. Michael Sampson
• Collaboration Strategist
– Independent Consultant
– Workshop Leader
– Author
• Work with end-user organisations
• Cultivating Productive Collaboration
– Strategy
– Human Behaviour
– Work Practice

3. Consultant and Workshop Leader
Considering
Business
Value
Planning the
Pursuit
Pursuing
Business
Value
Question: Where could
new approaches add
value?
Question: What do
we need to do to
achieve success?
Question: How do we
introduce new approaches
to our people?
Workshop:
Collaboration and
Productivity Scenarios
Consulting:
Re-Imagining
Effective Work
Workshop:
Business Planning
for Success
Consulting:
Getting Ready for
Office 365
Workshop:
Adoption Strategies
for Office 365
Consulting:
Developing an
Adoption Approach

4. Author
SharePoint
End-User Adoption
Business Strategy
Governance
michaelsampson.net/books/
2008 2009 2010 2011 2012 2013

5. How do we
think about
Office 365?
Developing a
strategic
approach
How do
we move
forward?
Agenda

6. How do we
think about
Office 365?
Developing a
strategic
approach
How do
we move
forward?
Agenda

7. Office 365 offers many features
OneDrive for
Business
Exchange
Online
SharePoint
Online
Video
Portal
Yammer
Delve and
Delve Boards
Office
applications
Lync
Online

8. Exchange
Online
SharePoint
Online
Cheap Email
One-off
extranet
OneDrive for
Business
Video
Portal
Yammer
Delve and
Delve Boards
Office
applications
Lync
Online
The Tactical Approach

9. The Tactical Approach
Known
issues or
approaches
Assume we
should keep
doing this
Often
driven for
efficiency
Aimed at an
immediate
target

10. What about? Beyond Tactical

11. 1. The identification of long-term or
overall aims and interests and the
means of achieving them
strategic
2. For gaining long-term advantage
3. Not tactical

12. QUESTION
How can we
reduce the cost
of email?
ANSWER
Embrace
Exchange Online
in Office 365
QUESTION
Is email the best
way for us to
communicate?
OBSERVATION
Exchange
on-premises
is expensive
ANSWER
Explore new
options in
Office 365
Yammer
OneDrive for Business
Office 365 Video Portal
Office 365 Groups

13. QUESTION
How can we do
it without
using email?
ANSWER
Embrace
OneDrive for
Business
QUESTION
How can we
make pre-sales a
differentiator?
OBSERVATION
We need to work
on docs with a
prospect
ANSWER
Use Office 365
to collaborate
from the get go
Office 365 Groups
Team Site

14. competence
strategic
cost structure
capability
agility
culture
tactical
Only one or two direct
steps to achieve
Usually takes many more
steps to achieve the outcome

15. How do we
think about
Office 365?
Developing a
strategic
approach
How do
we move
forward?
Agenda

16. What is our
business strategy?
What options could
drive this forward?
Where can Office 365
support the options?

17. What is our
business strategy?
What options could
drive this forward?
Where can Office 365
support the options?
Deliver excellence in
customer interactions
Knowledgeable
employees
Consistent
processes
Know-how and
ongoing training
Workflow for
processes

18. What is our
business strategy?
What options could
drive this forward?
Where can Office 365
support the options?
Be the lowest cost
supplier in our market
Minimise
corporate
overhead
Enable problem
resolution by
customers
Few offices; give
online workplace
Web-based
community

19. What is our
business strategy?
What options could
drive this forward?
Where can Office 365
support the options?
Business aligned
Prompts reflection
Stimulates analysis
Encourages dialogue

20. Which strategies
would this support?
What could this mean
for our business?
What opportunities
does Office 365 offer?

21. Which strategies
would this support?
What could this mean
for our business?
What opportunities
does Office 365 offer?
A way of sharing learning
and best practice
Attract
better talent
Faster
problem
resolution
Be employer
of choice
Deliver
excellence

22. Which strategies
would this support?
What could this mean
for our business?
What opportunities
does Office 365 offer?
A way of holding meetings
with remote people
Reduced
need to be
in the office
Faster
problem
resolution
Customer
intimacy
Deliver
excellence

23. Which strategies
would this support?
What could this mean
for our business?
What opportunities
does Office 365 offer?
Business aligned
Prompts reflection
Stimulates analysis
Encourages dialogue

24. People perform a common
set of activities at work …
Hold
discussions
Manage
meetings
Run
projects
Make
decisions
Provide
updates
Look for
expertise
Work on
documents
Share
learning

25. … that can all be
significantly improved
Hold
discussions
Manage
meetings
Run
projects
Make
decisions
Provide
updates
Look for
expertise
Work on
documents
Share
learning

26. Business Value Roadmap
Considering
Business
Value
Planning the
Pursuit
Pursuing
Business
Value
Question: Where could
new approaches add
value?
Question: What do
we need to do to
achieve success?
Question: How do we
introduce new approaches
to our people?
Workshop:
Collaboration and
Productivity Scenarios
Consulting:
Re-Imagining
Effective Work
Workshop:
Business Planning
for Success
Consulting:
Getting Ready for
Office 365
Workshop:
Adoption Strategies
for Office 365
Consulting:
Developing an
Adoption Approach
Informing and Educating
Unsticking Stuckness
Focusing on the Essence

27. How do we
think about
Office 365?
Developing a
strategic
approach
How do
we move
forward?
Agenda

28. Draft your analysis: TD/BU
1
top-down
bottom-up

29. Discuss, Share, Collaborate
2
Colleagues, Marketing Manager,
HR Manager, Managing Director,
… and many others at your firm

30. Drive forward strategically
3

31. Let’s do coffee
4
I’d love to hear your story

32. Michael Sampson
michael@michaelsampson.net
michaelsampson.net