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SPUnite17 O365 Practical Adoption Strategies

SharePoint Unite 2017 Session

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SPUnite17 O365 Practical Adoption Strategies

  1. 1. A presentation by Joanne Klein #SPUnite17
  2. 2. @JoanneCKlein joannecklein@nexnovus.com https://joannecklein.com Joanne Klein SharePoint/O365 consultant, Microsoft MVP Speaker , Trainer, Volunteer Saskatchewan SharePoint/O365 User Group
  3. 3. Why O365 Adoption? 3 Steps 10Tactics Q&A anytime!
  4. 4. It’s 100% about people 0% technology @buildbod aka Simon Denton You need to be able to answer the question from the business:What’s in it for me? @jasoosterveld aka Jasper Oosterveld Find a user’s ‘Ah Ha’ moment! @KirstyMcGrath13 aka Kirsty Find critical work to support w/O365 functionality.This incorporates it into daily workflow. Soon more work will follow @tgatte akaTreb Gatte Use O365 PowerBI end user adoption pack to measure user adoption and help focus efforts @CreanTim akaTim Crean Make it easy. If you don’t they will find something else that meets their needs and is easy for them to use. @percusn aka Liz Sundet **All replies shown at end
  5. 5. Don’t like it? Wait a day and it will change. @DanielGlenn aka Daniel Glenn
  6. 6. Adoptionofanew collaboration experienceisabout changinghuman behavior. This is simple but it’s not easy!
  7. 7. WhydoesO365Adoptionmatter? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration
  8. 8. WhydoesO365Adoptionmatter? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration
  9. 9. BusinessValueofCollaboration? Stay Competitive Maximize contribution Mobile & remote workers External partners/suppliers Productivity Metrics
  10. 10. Firstthingsfirst Identify your stakeholders!  The sponsor  The face to the program  Prioritize business scenarios Identify your Adoption team!  TenantAdmin  Collaboration “experts”  In it for the long haul
  11. 11. Adoption asa Service
  12. 12. Preparing for it Training for it Working with it
  13. 13. StayingAhead of the Curve Avoid the ShinyThing Syndrome Organizational Change Management 1 2 3
  14. 14. Previews Targeted Release O365 Message Center O365 Public Roadmap
  15. 15. Previews Targeted Release O365 Message Center O365 Public Roadmap http://fasttrack.microsoft.com/roadmap
  16. 16. Previews Targeted Release O365 Message Center O365 Public Roadmap http://fasttrack.microsoft.com/roadmap
  17. 17. Previews Targeted Release O365 Message Center O365 Public Roadmap https://portal.office.com/adminportal/home
  18. 18. @regarding365 - regarding365.com “The week that was” on the O365 Message Center
  19. 19. Previews Targeted Release O365 Message Center O365 Public Roadmap https://portal.office.com/adminportal/home
  20. 20. Previews Targeted Release O365 Public Roadmap O365 Message Center
  21. 21. Supported per program Some public Some private SLA varies
  22. 22. Previews Targeted Release O365 Public Roadmap O365 Message Center
  23. 23. Targeted Release O365 Public Roadmap O365 Message Center Previews Formerly “First Release”
  24. 24. What’s the feature? How does it affect current users? How to prepare for the change? “AttentionViews”
  25. 25. Does the new feature address a need in your org? Will it replace an existing tool in your org? If new tool… do you have guidance/docs prepared?
  26. 26. HowcanOffice365makeusmoresuccessful? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration Leverage the Office 365 Advantages
  27. 27. TheOffice365Advantages Collaboration tools Risk & Compliance Anywhere, anytime, any device Productivity Opportunities
  28. 28. LookforProductivityOpportunities! Project documents requiring approval from Project Review board. Hot sheet items being tracked in an Excel Spreadsheet. Sign-up sheets for company events. Marketing photos being retained for company events. “Easywins”
  29. 29. Relate productivity opportunities/scenarios back to business goals Communicate and coordinate the change
  30. 30. Preparing for it Training for it Working with it
  31. 31. Adoption Centre Training Ideas Galore Where are you coming from? 4 5 6
  32. 32. Not just aTraining Centre! Also share employee success stories
  33. 33. Office 365 Adoption Centre
  34. 34. Lots of Training Ideas Incorporate each into your Adoption Centre
  35. 35. Tie key scenarios to business value Drives business value of Office 365
  36. 36. Keep a project team in sync and on schedule Meet and collaborate with ease Support new employees in onboarding faster
  37. 37. Make training sessions virtual Create a new-hire handbook in OneNote Store and share training resources in a central location Create a new-hire mentor network
  38. 38. Scenario-basedTraining Both HR Staff and New employee learn
  39. 39. • How to navigate in a OneNote notebook • How to navigate a SharePoint document library • How to use tags to filter documents in a SharePoint document library • How to use the new-hireYammer network • How to create and organize section/pages in a OneNote notebook • How to upload training material into SharePoint document library • How to tag content in a SharePoint document library • How to share the site with a new employee • How to add the new-hire as a member of theYammer network
  40. 40. Share any “EasyWins” automated in the Employee Success Stories tile so others can learn about them.
  41. 41. Written “how-to” Videos 100 and 200 level sessions Ask the Experts Hands-on practice
  42. 42. “OfficeQuick Starts” on support.office.com
  43. 43. Share links to content on OfficeQuick Starts directly from one of the Hero tiles!
  44. 44. Less formal Great for “one-off” questions! Streamlines IT support distractions
  45. 45. Add an Events web part to the page for upcoming “Ask the Experts” sessions. Add a Form to the page to request a topic for a future “Ask the Experts” session.
  46. 46. “How to use Delve” “Become a OneNote super-hero” “How to organize a Skype for Business meeting” “Tips &Tricks in Outlook” “SharePoint Basics 1 and 2”
  47. 47. Record presentations, store in Stream! Record all questions during the presentation Have Q&A in aYammer Group to capture audience questions for others to see!
  48. 48. Embed the video (Streams web part) for your recorded sessions. Embed the Q&AYammer web part on the home page.
  49. 49. Learn best by doing! Make sure they know the support channels Is the Service Desk prepared?
  50. 50. Tip Campaigns Targeted Skill/Role Training Training Fair 3rd party solutions White glove service
  51. 51. Curate the content and assign a team Add a challenge to each tip Reward quick action with prizes 1. Tip sheet 2. Annotated screen shots 3. Step-by-step walkthrough 4. Short video “30 days of SharePoint” Gamification!
  52. 52. Dedicate a tile to the “Tip of the Day” Announce the prize winner here too!
  53. 53. 1 Identify roles and skills you want to train for 2 3 Build modern pages for content Tag pages with roles and skills 4 Show related training with Highlighted Content web part “SharePoint Skills” “Skills for Customer-facing employees”
  54. 54. SharePointDelve Outlook Yammer SkypeTeams Planner OneDrive
  55. 55. Advertise upcoming training fair Have a form for demo suggestions from employees
  56. 56. Helpdesk Just-in-time training Custom skill paths
  57. 57. Show Search some love to help adoption!
  58. 58. Query Rules When anyone uses the search term ‘SharePoint’, show the Office 365 Adoption Centre at the top of search results. When anyone uses the search term ‘benefit’, show the HR Benefit Policy at the top of search results.
  59. 59. Query Rules Set up managed term set Create site column for managed terms Tag content with terms
  60. 60. The “Basics” Best Practises Tell them about Help resources
  61. 61. Migrating from Shared Network Drive?
  62. 62. Highlight limitations of Shared Network drive
  63. 63. Have a “Best Practises” space to assist in breaking old habits!
  64. 64. Migrating from shared network drives? Migrating from another cloud provider? Migrating from another client app? G-suite to O365 Lotus Notes to Outlook
  65. 65. Search for “Switch to Office 365” on support.office.com
  66. 66. Create relevant tiles on the Hero web part: “Moving from Google Docs to OneDrive” “Moving from Gmail to Outlook mail”
  67. 67. Preparing for it! Training for it! Working with it!
  68. 68. Productivity Champions Tool Choice Use your voice Demonstrate ROI 7 8 9 10
  69. 69. 1 Assist co-workers 2 4 Help w/ “What’s in it for me/my team?” Feedback channel to O365 team 3 Welcome new team members
  70. 70. 1 Comfortable with change 2 4 They have influence Technically savvy 3 Resourceful 5 They can dedicate some time
  71. 71. 1 “Champion” training sessions 2 Feedback loop (Yammer network) 3 Set a finite term length
  72. 72. Sign up for the Global Office 365 Champion program! fasttrack.Microsoft.com/office/champion
  73. 73. Create a tile showcasing your Productivity Champions! Allow a spot for people to nominate Productivity Champions
  74. 74. O365 Outlook Group Yammer Group Microsoft Teams SharePoint Library and Outlook “How would I implement a Jean’s Day program at work?”
  75. 75. “WhenTo UseWhat” in Office 365 by 2toLEAD “Collaboration from Millennials to Boomers” by Avanade “Choose the right tool” by Microsoft “When do I Use What?” by AvePoint
  76. 76. When to UseWhat tool? It depends!! What’s the audience size? What’s the urgency? What’s the tone of the message? What’s the purpose? Should this be private? EnterpriseTechnology Strategy Corporate Culture Who’s on the team?
  77. 77. Understand Collaboration features Own your own tool choice strategy Provide training and guidance to staff
  78. 78. Build an app for employees to request a collaboration space. Great use-case for Microsoft Forms, Power Apps, Microsoft Flow!
  79. 79. Adoption Communication Collaboration Activation
  80. 80. Know where you started Co-relate to adoption efforts / How does it change over time?
  81. 81. Metrics on Teamwork & Collaboration Microsoft Teams Usage Yammer Group Usage Office 365 Group Usage
  82. 82. • Attention views (Oct. 2017) • Custom column formatter (Oct. 2017) • Word SharePoint property pane (Jan. 2018) • Files on Demand (Windows 10 Fall Creators Update)
  83. 83. Preparing for it… Training for it… Working with it…
  84. 84. Thank you! @JoanneCKlein joannecklein.com joannecklein@nexnovus.com Questions?
  85. 85. https://fasttrack.microsoft.com/office https://productivitylibrary.fasttrack.microsoft.com http://successcenter.blob.core.windows.net/media/Default/Resources/Adoption/Office_365_Adoption_Guide.pdf https://support.office.com/en-us/article/Office-365-Adoption-content-pack-77ff780d-ab19-4553- adea-09cb65ad0f1f https://support.office.com/en-us/article/Office-Training-Center-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb http://techcommunity.microsoft.com http://www.2tolead.com/whitepaper-when-to-use-what-in-office- 365/?ref=header http://blog.avanade.com/avanade-insights/collaboration/microsoft-teams-supercharges-collaboration-for-millennials-to-boomers/ https://www.avepoint.com/blog/strategy-blog/how-to-use-office-365-groups/ https://reoffice365.com https://techcommunity.microsoft.com/t5/Community-Management/How-To-YamJam/td-p/998 https://joannecklein.com/2017/08/25/use-query-rules-for-office-365-training-center/

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