Over 50 Adoption Activities That Have Helped Organizations Get More Out Of Office 365

Post on 02-Jul-2015

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​Office 365 provides an incredible amount of value to individual employees, teams, departments and organizations. Much of this value is not realized immediately upon purchase or deployment of Office 365. The value is realized as more and more users understand, adopt and embrace the technology. So how do we drive faster, sustainable and effective adoption? Join Richard Harbridge as he shares real world experience, advice and activities that other customers are leveraging to get more from Office 365 and drive more meaningful adoption. Three lessons learned from attending this session: •Why delivering continuous value from a service requires additional strategy and consideration that may not have been as applicable when you have historically deployed a technology asset. •Visibility into the challenges other organizations have encountered around adoption and Office 365 and how they overcame those challenges. •What practical activities (50+) you can leverage to drive greater adoption in your own organization (immediately, overtime, and even by yourself)

Transcript of Over 50 Adoption Activities That Have Helped Organizations Get More Out Of Office 365

ADOPTION MATTERS& IT ISN’T EASY…

“Good, bad or indifferent, if you are not investing in new technology, you are going to be left behind.”- Philip Green

@RHARBRIDGE

DRIVING ADOPTION TAKES TIME…

Your success is measured by long term user adoption.

@RHARBRIDGE

DEPLOYMENT ALONE ISN’T ENOUGH…

Proper deployment is CRITICAL to success, but it’s not enough on it’s own.

@RHARBRIDGE

Office Mix

Simplified Admin

Center experience

The New

OfficeNew Partner Admin

Center

Office 365

Adapter

Embedded

Images OWA Policy Tips

Updated Lync mobile

clients

Office 365 SSO with

SAML 2.0 Identity

Providers

Multi-factor

authentication

Service Pack 1 for

Office 365 ProPlus

SAP and Power BI and

Power Query support

Windows Azure Active

Authentication

DirSync Scoping

and Filtering

Exchange Online

Inactive Mailboxes

PDF support for

SharePoint Online

Lync Online Integrated

Reporting

Office Online

real-time co-

authoring OneNote for Mac,

Android, iPhone, and iPad

updates

Office 365

operated by

21Vianet

Admin App for iOS,

Android, and WP

OWA Calendar Search

OneDrive for Business Storage

increase

Power Map for Excel

SharePoint

Newsfeed App

for Windows 8

Lync meeting

scheduling from OWA

Office Mobile

for iPhone &

Android phones

Rights Management

Services

OneNote

for iPad

Exchange Online

Address Book

Policies

Message Center

EXO: 50 GB

Mailboxes

Exchange group

naming policy

OWA for iPhone &

OWA for iPad

New SharePoint

Workflows

Simplified Yammer

login

Office Lens

Power Map GA for all

Excel 2013 users

OneDrive for Business

Improvements

90 Day message

trace

OneDrive for Business

Sync for Windows

Lync Online Remote

PowerShell

Lync mobile

client updates

Office 365 Switch Plans

OneNote for

iPhone and

Android

phones

Azure AD

Password Sync

Lync and SharePoint

Service Reporting

Connecting

Skype & Lync

OneDrive for Business apps for

Windows 8 & iOSPeople View in

OWA

1 TB for

OneDrive for

Business

Office 365

Developer APIs

S/MIME

Encryption

Office for

iPad + 1.1

update

Project Lite released

CLOUD SERVICES ARE IN CONSTANT MOTION…

So the work of driving meaningful adoption never ends.

THIS IS IMPORTANT FOR ALL OF US…

The more people use the platform the more value the technology provides.

ACHIEVING BETTER ADOPTION…

“What we find is that if you have a goal that is very, very far out, and you approach it in little steps, you start to get there faster.” - Mae Jemison

A Phased Approach to Drive Change Management and Manage Service Updates

Buzz DayBuzz Day Buzz Day

Scenario Spotlight

(ex: OneDrive for Business)

Buzz Day

Roll-Out

Buzz Day

Onboarding Phase Run State

Launch Day

Scenario Spotlight

Buzz Day

Dec Jan Feb March April May June July

Follow those steps for each Phase. Measure Results, Adapt and Iterate.

A Phased Approach to Drive Change Management and Manage Service Updates

Buzz DayBuzz Day Buzz Day

Scenario Spotlight

(ex: OneDrive for Business)

Buzz Day

Roll-Out

Buzz Day

Onboarding Phase Run State

Launch Day

Scenario Spotlight

Buzz Day

Dec Jan Feb March April May June July

Follow those steps for each Phase. Measure Results, Adapt and Iterate.

Announce the availability of OneDrive for Business to your employees and the top benefits for them with these customizable email templates.

Store, sync, share securely your content in the cloud and access it from virtually anywhere

Raise awareness about the new feature using posters in the hallways, elevators, kitchen and cafeteria.

http://aka.ms/o365kit http://aka.ms/o365kit

Store, sync, share securely your content in the cloud and access it from virtually anywhere

These printable guides contain useful tips, shortcuts, and screenshots to help people find their way around Office 365.

http://aka.ms/odfblearningcard

The Getting Started Videos will introduce people to the key concepts and benefits of OneDrive for Business.

http://aka.ms/odfblearningcard

Store, sync, share securely your content in the cloud and access it from virtually anywhere

Use Policies & Best Practices Templates to educate people on the tools available, and how to take the most out of them.

Leverage this guide to help get your Help Desk ready to

troubleshoot Office 365 users.

http://aka.ms/o365kit http://aka.ms/o365kit

FROM TRIAL TO DEPLOYMENT TO ADOPTION…

We have resources from getting started (pilot/trial) to sustained adoption.

http://aka.ms/getfasttrack

@RHARBRIDGE

LOOKING FOR MORE TARGETED ADVICE?

It can be really hard to find ‘actionable’ ideas or things you can do…

@RHARBRIDGE

HERE IS A COLLECTION OF ADDITIONAL ADOPTION ACTIVITIES…

Activities are meant to help accelerate, improve, or compliment your adoption plan.

@RHARBRIDGE

BRINGING PEOPLE TO OFFICE 365…

20+ Ways of bringing them to Office 365.

@RHARBRIDGE

LUNCH TAKE OUT MENUS & CAFETERIA MENU(S)…

Menu’s from favourite lunch destinations or daily cafeteria menus bring people in.

@RHARBRIDGE

ABILITY TO ORDER LUNCH…

One organization enabled ‘delivery to your desk’ through their portal.

@RHARBRIDGE

‘PEOPLE ON THE MOVE’: PROMOTIONS & NEW HIRES…

Announcements of people who have found a new role in the organization.

@RHARBRIDGE

MILESTONES, ANNIVERSARIES & YEARS OF EMPLOYMENT…

Something you should do regardless and another connection back to the portal.

@RHARBRIDGE

BIRTH ANNOUNCEMENTS…

To make the portal/Intranet more engaging and personal.

@RHARBRIDGE

COMPANY & EMPLOYEE DISCOUNTS…

Highlight and share the discount offers/opportunities employees have in a portal.

@RHARBRIDGE

EVENT PICTURE SHARING…

Share photos from employee events and create a tagged repository.

@RHARBRIDGE

FAKE CELEBRITYOR HOLIDAY PROFILES…

Mock profiles can be fun and encourage people to search or connect.

@RHARBRIDGE

REAL ORGANIZATION PROFILES/USERS…

Great way to curate, publish, engage or share ‘officially’.

@RHARBRIDGE

INCORPORATE INTO EMPLOYEE SIGNATURES…

In employee signature templates, or via example from leaders throughout the org.

@RHARBRIDGE

INSPIRING QUOTES…

Or add humour by picking common ‘filler words’ used often in your org.

@RHARBRIDGE

INTERNAL ADVERTISEMENTS…

Ads on the portal, posters, and more stuff from http://www.co-store.com/iw

@RHARBRIDGE

SCAVENGER HUNTS, TRIVIA CONTESTS, AND COMPETITIONS…

Planned contests can drive interest and awareness.

@RHARBRIDGE

WEATHER & WORLD CLOCKS/ OFFICE LOCATION CLOCKS…

Pops up often as a request and item on portals to help share ‘at a glance’.

@RHARBRIDGE

“FOR CHARITY” REWARDING CAMPAIGN…

Based on a measured activity reward a set amount to a charity to encourage use.

@RHARBRIDGE

BRAND KEY SHAREPOINT SITES WITH IDENTITIES…

So that people can refer to them by name or vanity URLs etc.

@RHARBRIDGE

SURVEYS, POLLS & FEEDBACK…

When you collect information ensure you share the results, actions & result changes.

@RHARBRIDGE

BAITED EMAIL HOOKS…

Purposefully omit certain information to drive readers to sites/systems.

@RHARBRIDGE

TOP SEARCHES & FAILED SEARCHES…

Easy to do and useful to publish not just use for tuning/improving search.

@RHARBRIDGE

REPORT USAGE PATTERNS…

Aggregating reports and sending them to leaders can be good to drive visibility.

REMOVE ALTERNATIVES & MAKE MANDATORY…

Be proud; you rock superstar

It’s never the nicest option, but from leadership down can be effective.

Share ideas and docs in OneDrive

Look in Search & Delve

Ask others for help via Lync

Kick email butt with Exchange

HELPING PEOPLE VALUE OFFICE 365…

10+ ways of helping people discover value in Office 365.

@RHARBRIDGE

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55%

Self-learning is largely ineffective, but currently

part of learning process for many

Learning via Co-Workers

is among the most

effective and most used

methods

These methods are under-

utilized (low usage, but have

high effectiveness)

Percent Using Learning Method vs. Helpfulness

HELP CONNECT & TEACH CHAMPIONS…

Learning via Co-Workers is among the most effective and most used methods.

@RHARBRIDGE

INCORPORATE INTO NEW HIRE ORIENTATION…

Not just the intranet/sites but how to use the tools effectively.

@RHARBRIDGE

INCORPORATE INTO ANNUAL TRAINING OR SKILLS VALIDATION…

Some organizations have mandated one ‘in person’ class by a set date.

@RHARBRIDGE

ANNOUNCE NEW FEATURES / CAPABILITIES…

Including ones Microsoft adds for you. Take credit for it – really!

@RHARBRIDGE

SUCCESS STORIES…

Add an option to submit success stories about how 365 helped. Then highlight.

USE DISCOVER SHAREPOINT…

Quite a lot of thought went into the development of this content…

SharePoint End-Users Study, April 2013

4 4 6 800End Users

Focus Groups

(8 people/each)

IT Pros

Focus Groups

(8 people/each)

IT Pros IDIs

(1:1)

Online Survey

(users)

Top Benefits (800+ users)Q

UA

LIT

AT

IVE Im

po

rtan

ce R

ati

ng

A new and simplified

user experience

Store and sync

your documents

Share your stuff

Keep projects

on trackOrganize and keep

teams in sync

Find what

you need

Find the right

people

Access your stuff

from anywhere

125

150

175

200

225

0% 10% 20% 30% 40% 50% 60%

QUANTITATIVE Appeal Rating

Top Tasks & Needs Differ by FunctionsEngineering, Research & Development Operations, Manufacturing & Logistics Sales, Marketing, PR & Communications

HR & Legal Services Accounting, Finance & Procurement Administration

Share best practices across geographies

Gather & process forms from employees

Improve and monitor business processes

Pull data and build financial reports

Align Sales and Marketing teams

Organize teams and manage calendars

Top Tasks by Departments (detailed)Engineering, Research & Development

Stay on top of things (insights, monitoring) 72%

Meet your deadlines and stay on your timelines 68%

Share best practices across geographies 47%

Improve and monitor business processes 45%

Organize teams, and manage calendars and

training assignments31%

Operations, Manufacturing & Logistics

Meet your deadlines and stay on your timelines 41%

Stay on top of things 40%

Improve and monitor business processes 37%

Store, sync and share your documents 36%

Find and organize your stuff in one place 33%

Sales, Marketing, PR & Communications

Access your stuff from anywhere 48%

Align your company's Sales and Marketing

teams38%

Hit your quotas and efficiently manage your

forecasts32%

Manage and respond to leads 32%

Review and publish external communications

on-time31%

Administration, HR & Legal Services

Ensure consistency and uniformity 44%

Organize teams, and manage calendars and

training assignments40%

Store, sync and share your documents 30%

Gather data and process forms from employees 29%

Keep your projects on track 25%

Accounting, Finance & Procurement

Pull data and build financial reports 43%

Manage budgeting and forecasting 35%

Scan documents and securely store digital

assets31%

Manipulate data and share your insights, all

from one place29%

Share your stuff, knowledge, and expertise 25%

Other Departments

Ensure consistency and uniformity 46%

Share your stuff, knowledge, and expertise 46%

Organize teams, and manage calendars and

training assignments45%

Store, sync and share your documents 45%

Keep your projects on track 44%

Getting Started Use cases by functions1.

2.

3.

4.

5.

6.

HR

R&D, Production & Operations

Sales & Marketing

Finance & Accounting

Legal

Information Technology

Resulting Proposed Scenarios

TRY LEVERAGING DISCOVER SHAREPOINT…

Also consider the Discover SharePoint app!

HOLD A FEW YAMJAMS! USE #YAMWIN & CREATE STARTER YAMMER GROUPS…

Create a help group, a yammer ideas group, and more to drive engagement.

BEST IN CLASS SHOWCASES…

Recognize champions and educate on how others can improve/emulate.

COMMUNITY SHOWCASE…

Recognize communities and educate on how others can improve/emulate.

EMPLOYEE SHOWCASE…

Spotlight an employee in the org and help people connect over shared passions.

SOLUTIONS SHOWCASE…

Build solution summaries for business built solutions or IT ones and share them.

Find a Person/

Expert

Post and discuss a

topic and/or

content

Manage a meeting

or event

Ask/ answer a

question

Make an

announcement

Find a Document

Send/exchange

information/

documents

Produce/manage

content

Tag content

Poll/survey a group

of people?

Rate or otherwise

infer sentiment (e.g.

“Like”)

Establish relationships

with people,

information and sites

Form serendipitous

connections via affinity-

based relationshipsView activities across

team, community, or

network

Post/view/comment

on content and

media

View profile,

manage profile

PROVIDE USERS GUIDANCE ON WHAT THEY CAN DO…

Make it simple and easy to understand all the things they can do today…

PROVIDE GUIDANCE ON WHEN TO USE…

This is a starting point; create your guidance based on your technology landscape.

“INVITE ONLY” INITIAL SOCIAL ROLLOUT…

Ensuring people have business reasons and that the initial content is valuable.

@RHARBRIDGE

BUILD PEOPLE SOLUTIONS FOR OFFICE 365…

10+ ideas for simple to complex solutions that provide value in Office 365.

@RHARBRIDGE

PROVIDING INTERNAL CLASSIFIEDS…

Effective way to re-distribute business/personal assets or services.

@RHARBRIDGE

ACRONYM FINDER & WIKI…

Glossary of terms, acronym wikis, and/or specialized search scenarios.

@RHARBRIDGE

USABILITY TESTING, DIARY STUDY, CARD SORTING…

Lots of design, info architecture, and feedback activities can improve adoption.

@RHARBRIDGE

BUILD COMMUNITIES AND USER GROUPS…

Help people connect and sponsor/support sharing practices/ideas.

@RHARBRIDGE

TRACK TIME REPORTING…

For organizations that manage and track time provide a way of doing it in 365.

@RHARBRIDGE

FAQS & FAQ FINDERS…

Consistently employ FAQs for new policies, processes, technologies, and more.

@RHARBRIDGE

VANITY URLS…

Enable site owners to create simple and quick URLs to get to their sites.

@RHARBRIDGE

PRESENTATIONS SEARCH & SHOWCASE SITE…

Create a search experience, add ‘highlighted presentations’ w/ ability to submit.

@RHARBRIDGE

PROVIDE CONTENT SERVICES SUPPORT INTERNALLY…

Whether it’s migrating content, permissions planning, or IA planning support.

@RHARBRIDGE

BUILD AN OFFICE VIDEO PORTAL…

Wait… we did that for you! So all you have to do is start leveraging it!

@RHARBRIDGE

BI @ COMPANY COMMUNITY & SERVICES…

Build a data driven culture, explain the value of power BI & importance to company.

@RHARBRIDGE

@RHARBRIDGE

http://aka.ms/getfasttrack

http://success.office.com

http://aka.ms/officetraining

http://aka.ms/o365learning

www.yammer.com/itpronetwork

http://aka.ms/lyncrask

https://about.yammer.com/success/

http://www.co-store.com/iw

http://www.discoversharepoint.com/

http://aka.ms/dspapp

https://onramp.office365.com/onramp/

http://office.com/roadmap

http://www.rharbridge.com/?page_id=565

http://aka.ms/TryImmersion

https://deploy.office.com/email-migration-offer

https://deploy.office.com/deployment-planning-services

https://www.microsoft.com/learning/en-

us/software-assurance-benefits.aspx

https://deploy.office.com/onboarding-center

http://channel9.msdn.com/Events/TechEd/Europe/2014/OFC-B211

http://channel9.msdn.com/Events/SharePoint-Conference/2014/SPC100

#CTSPUG @RHarbridge

Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources:

100+ SharePoint Presentations at.. SlideShare.net/RHarbridgeUser Adoption Activity Listing.. RHarbridge.com/?page_id=565Sign Up For Yammer at.. about.Yammer.comOffice 365 Success Center.. Success.Office.com

Thank You Organizers, Sponsors and You for Making this Possible.