Back Office Productivity with SharePoint

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Road to the Cloud Webinar Series Sam Cotton - Solutions Consultant and Cloud Lead Mark Drayton – Account Executive at Aiimi Gareth Fisher – Head of Microsoft Consulting at Aiimi Part 2: Office 365 and Productivity

Transcript of Back Office Productivity with SharePoint

Page 1: Back Office Productivity with SharePoint

Road to the Cloud Webinar Series

Sam Cotton - Solutions Consultant and Cloud Lead Mark Drayton – Account Executive at AiimiGareth Fisher – Head of Microsoft Consulting at Aiimi

Part 2: Office 365 and Productivity

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Azure

Office 365

EMS

Devices FPO

Planning your path to CloudIntegration of existing SaaS applicationsProfessional services

Microsoft Cloud: The Connected Message

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oMicrosoft & PCSoKeep the control you

want

oAll services work together

oNo servers to set up

HD Video Conferencing

Business-Class Email

FileSharing

Anywhere Access

Simple IT Management

Financially-Backed SLA

Technical Support

FullOffice HD Video

Conferencing

oOffice is always up-to-date

oUse Office on 5 devices/user

oEverything you need in one place, across all devices

oSync files to devices for offline viewing and editing

Why move to the cloud with Office365?

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Enabling Business Anywhere

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New Surface Lineup

Surface BookPerfect for those who want the ultimate laptop with discrete graphics.Beats laptops because: it works in clipboard mode, works with touch and pen, and integrates Windows Hello and Cortana.

Surface Pro 4Perfect for those who want a larger 12.3" screen and extra processing power.Beats notebooks because: it’s thinner, lighter and more versatile, with instant on and touch and pen functionality.

Larger screen, more

powerLightest

SurfaceLaptop

design with ultimate power

Surface 3Perfect for those who prioritise thin,

light and ultra-portable at a great price.Beats iPad because: it runs desktop software, has many ports, plus type, mouse and pen functionality.

perfect for designers,

architects, engineers

Cortana is available in selected global markets at launch; experience may vary by region and device;

Designed for productivity

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Provide easy, scalable

data backup services in the

cloud

DataBackup

Offer peace of mind with ongoing cloud-based DR services

DisasterRecovery

Quickly deploy and manage customer applications in the

cloud

Deployment in VMs

Active Directory in the cloud- Always

on, always available

Identity in Azure

SharePoint SQL Server

Databases

Orders

ProductAP

Business Application

s

CRM Acct

HR

Virtual Machines

Key Azure Scenarios

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FPO

• Office 365 enables more fluid working environments• EMS empowers end users and improves security• Surface provides a faster platform with improved mobility and

collaboration• Azure secures and pushes flexibility for underlying infrastructure and

application performance

But what about SharePoint?!• Comes as a component of most O365 subscriptions• Collaboration and productivity platform• Quick wins with bespoke business applications

What’s missing from the productivity suite?

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Gareth FisherHead of Microsoft Consulting

Over 10 years experience implementing IT Systems and Platforms including Microsoft Azure, Exchange,

SharePoint and Office 365.Microsoft Certified (Solutions Associate: Office 365,

Solutions Expert: SharePoint)

Aiimi Introductions

[email protected]@GarethFishr

Mark DraytonAccount Executive

[email protected]@AiimiMark

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BI

Enterprise SupportSoftware as a Service (SAAS)

Technology ServicesProject Implementations

Technical Consulting Solutions

Business TransformationChange ManagementProject ManagementBusiness Consulting

Aiimi is an Enterprise Information Management Company

ECM

Who Are Aiimi?

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VisionStrategyDecisions

InformationApplications

InfrastructureBusin

ess P

rincip

les

Busin

ess

Oblig

ation

s

Business Objectives

The Value of Information

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Our Process

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Microsoft Certified Professionals• MOS: SharePoint• MOS: Office 365• MCTS: SharePoint 2010, Configuring• MCTS: SharePoint 2010, Application

Development• MCTS: Windows Server Active Directory,

Configuration• MCTS: Windows Server Administration• MCITP: SharePoint 2010• MCSA: Office 365• MCSE: SharePoint• MCSD: SharePoint Applications• MCSD: Web Applications• MCP: SharePoint 2013, Core Solutions• MCP: SharePoint 2013, Advanced Solutions

Microsoft Consulting Practice

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The new way towork together

What is SharePoint?

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There’s a misconception that SharePoint is an IT Tool where as it’s actually a Business Tool.

SharePoint enables the business to collaborate, store and share information and content in order to be operationally efficient.

Business Platform

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SharePoint is a Content and Collaboration Platform, housing business productivity features such as forms, sharing and workflows.

Share Build ManageDiscoverOrganise

SharePoint Platform

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SharePoint Server• On-premise or On-cloud• Full SQL Server Data Layer• Current Version: 2013• Next Version: 2016 (Q2 2016)

SharePoint Online• Part of the Office 365 Platform• Out of the Box with External Sharing• No SharePoint or SQL Servers• Constant Upgrades, no Versioning

SharePoint Options

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Company Scenario

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UK Based Infrastructure Asset Management CompanyScenario

10 Locations across

UK

2000 ‘field’ Staff

500 ‘back office’ Staff

No “Single Version of the Truth”

Shared Drives for

storing Content

Excel for storing

Information

Excel for reporting Informatio

n

Email for sharing

Information

Email used for

Collaboration

No mobile access to Informatio

n or Content

Communication

Breakdown

Problems finding

Information or

Content

Manually enter

Information more

than once

Manual processes with many touchpoint

s

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Information ArchitectureThe Important Bit!

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Company Wide

Business Unit 1

Client 1

Contract A

Contract B

Client 2

Contract A

Contract B

Business Unit 2

Client 1

Contract A

Contract B

Client 2

Contract A

Contract B

Department Department

Centralised Information and Content Management System

Anything Company Wide lives at the Top Level

Anything Business Unit Specific lives at the Business Unit Level

Anything Client specific lives at the Client level

Anything contract specific lives at the Contract level

Business Units, Clients & Contracts

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Fields related to all CustomerComplaints, regardless of Business Unit or Contract.

Field related to specific Contract

Information & ContentItem

Company Item Base

Company Customer Complaint

Customer A Complaint

Customer B Complaint

Customer C Complaint

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Solution ExampleForms and Lists

User Forms with multiple field types, feeding a SharePoint List.

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Requisition Forms

Materials Requisition unique Metadata

All Requisitio

n Metadata

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New Starter Forms

Employee Change Forms

Leaver Workflow

(Notifications to HR, IT, Finance

etc)

Starters, Movers & Leavers

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DemoNear Miss Reporting

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Worker fills out Mobile

Form

Information is logged in SharePoint

SharePoint notifies LM and Safety

Department

Information is sent to

Power BI for reporting

Near Miss FormsMobile Form

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Near Miss FormsView of the Information in the SharePoint List

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Near Miss FormsView of the Information in PowerBI

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DemoIT Department Information and

Document Management

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IT AssetsShown in a SharePoint List

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IT Systems DocumentsShown in a SharePoint Document Library, using Document Sets

Metadata is contained on the Document Set, including links to the previously seen Assets and other Document Sets containing Supplier Documents. Document Set Metadata automatically gets applied to any documents added to a Document Set.

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Question 1People Profiles & Search

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Delve User ProfilesPeople Profiles

User Profiles contain photos, contact information, recent documents, past projects and skills. Custom fields can be added, such as car registration.

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Search User ProfilesSearching People Profiles

All of the properties in the User Profiles can be search from the native SharePoint Search application.Below I’ve search for ‘SharePoint 2013’ and returned the employees at Aiimi with SharePoint 2013 in their profile.

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Question 2“What systems can I connect

to Power BI?”

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Power BI ConnectivityGet DataWe can retrieve data from any of the inbuilt Power BI connections, such as

• Files (Excel, CSV, etc.)• Databases (SQL Server, Oracle, IBM DB2, etc.)• Azure (SQL Data Warehouse, HDInsight, etc.)• Other Sources (Salesforce, Google Analytics,

ZenDesk, etc.)

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Thank you

[email protected]@AiimiMarkhttp://www.aiimi.com/blog/

[email protected]@StormTechUK