Office 365: Mark Rackleymrackley@paitgroup.com

A Digital Transformation Story

© 2015 PAIT Group

Mark Rackley / Partner & CSO

• 20+ years software architecture and development experience

• Office 365 MVP, SharePoint Junkie since 2007

• Event Organizer (SharePointalooza.org)

• Blogger, Writer, Speaker

• Bacon aficionado

@mrackley

www.MarkRackley.net

www.PAITGroup.com

www.SharePointaLooza.org

www.StratusForms.com

#SayNoToInfoPath

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

Extremely Budget Minded

THE BACKSTORY

Legacy, Homegrown,

Outdated Systems

Non-Technical Stakeholders (internet vs

intranet)

Global Organization

Great Retention!(older workers who don’t like

change)

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE SPARK

A CHAMPION FOR DIGITAL TRANSFORMATION

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

WHAT’S YOUR SPARK?

THE SPARK

A CHAMPION FOR DIGITAL TRANSFORMATION

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE SPARK

Educate about the possibilities

Generate Excitement

Identify the right Quick Win

Investigate if funding is available

KEYS TO IGNITION

A CHAMPION FOR DIGITAL TRANSFORMATION

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE SPARK

Educate about the possibilities

Generate Excitement

Identify the right Quick Win

Investigate if funding is available

One failed SPO attempt

Change resistant staff

Long process (18+ months)

KEYS TO IGNITION AVOIDING BACKFIRE

A CHAMPION FOR DIGITAL TRANSFORMATION

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE IGNITION

FIND THAT ONE THING!

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE IGNITION

EXECUTIVES WHO SUCCESSFULLY USE O365

PARTNER USING VIDEO

APPEAL OF APPS UNDER ONE SECURITY UMBRELLA

THE RIGHT CONVERSATIONS

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

THE IGNITION

UNDERSTOOD THE BUSINESS NEEDS

REDUCED COMPLEXITY

ADDED VISUAL APPEAL

IMPLEMENTED IN PHASES

TRAINED THE TRAINERS

REBUILT FAILED APPLICATION

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

BEFORE…

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

BEFORE…

200+ Content Types

200+ SharePoint Groups

13 Document Libraries

25 folders per document library with unique permissions

For less than 500 files!!

DOCUMENT REPOSITORY

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

AFTER…

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

AFTER…

1 CONTENT TYPE

USED SITES FOR SECURITY INSTEAD OF FOLDERS

ONE SEARCH RESULTS PAGE

DOCUMENT SEARCH

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

GAINING MOMENTUM

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

GAINING MOMENTUM

BUILD LONG TERM STRATGEY, DEFINE GOALS

IDENTIFY REALISTIC PHASES

CREATE ROADMAP, SET DATES!

UNDERSTAND GAPS AND NEW FEATURES

FIND THE NEXT WIN!

BUILD OFF YOUR SUCCESS

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

MOVING TO DIGITAL FORMS

WORKERS ON A PLANT FLOOR

HAD TO FILL OUT FORMS TWICE A DAY

DIFFICULT TO FILL OUT WHILE ON THE FLOOR

NEEDED TO BE MULTILINGUAL

MUTLIPLE PLANTS ALL OVER THE WORLD

AUDIT FORMS

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

MOVING TO DIGITAL FORMS

CREATED FORM IN SHAREPOINT

FORM IS MOBILE FRIENDLY AND CAN BE FILLED OUT ON AN IPAD

REPORTING IS VASTLY IMPROVED

IMPLEMENTED IN MULTIPLE LANGUAGES

IMPETUS FOR CREATING SITES FOR EACH PLANT

AUDIT FORMS

www.StratusForms.com

#SayNoToInfoPath

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

Phase 1

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

LESSONS LEARNED

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

LESSONS LEARNED

THE VALUE OF TRAINING

PRIORITIES OF EXECS

THE AMOUNT OF TIME IT TAKES TO CHANGE CULTURE

THE IMPORTANCE OF VISUALS

“INDUSTRY STANDARDS AND BEST PRACTICES”

DON’T UNDERESTIMATE

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

SUCCESSES

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

SUCCESSES

INVESTED EXECUTIVES (CEO VIDEOS ON HOME PAGE)

GLOBAL COMMUNICATIONS

ENGAGED PLANT WORKERS

IMPROVED COLLABORATION

OPENED THE DOOR TO MORE PROJECTS

IT TOOK 2 YEARS…

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

GET THE RIGHT HELP

Find a partner vested in your success

Are they more interested in talking or listening?

Don’t take their word for it

Don’t be afraid to push back

It doesn’t have to (shouldn’t) be all at once

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

NO MATTER WHAT…

Find Pain Points and Identify Quick Wins

Map Technology to a Business

Problem

Implement in Phases

Gain Executive Approval

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017

IT’S A PROCESS

• The job’s not over when the intranet is rolled out.

•Check in on users, address their pain points

•Keep an eye out for the next win

•Keep up on the changing technology

•Don’t throw technology at a people problem

Thank you

http://www.paitgroup.comhttp://www.markrackley.netmrackley@paitgroup.com@mrackley

© 2016 PAIT Group http://www.PAITGroup.com December 14,2016

http://www.stephkdonahue.comsdonahue@paitgroup.com@stephkdonahue