SPUnite17 O365 Practical Adoption Strategies
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A presentation by Joanne Klein #SPUnite17
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Transcript of SPUnite17 O365 Practical Adoption Strategies
A presentation by Joanne Klein
#SPUnite17
https://joannecklein.com
Joanne KleinSharePoint/O365 consultant, Microsoft MVP
Speaker , Trainer, Volunteer
Saskatchewan SharePoint/O365 User Group
Why O365 Adoption?
3 Steps
10 Tactics
Q&A anytime!
It’s 100% about people0% 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 aka Treb Gatte
Use O365 PowerBI end user adoption pack to measure user adoption and help focus efforts
@CreanTim aka Tim 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
Don’t like it? Wait a day and it will change.
@DanielGlenn aka Daniel Glenn
Adoption of a new collaboration experience is about changing human behavior.
This is simple but it’s not easy!
Why does O365 Adoption matter?
•Technology
•Mobility
•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
Why does O365 Adoption matter?
•Technology
•Mobility•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
Business Value of Collaboration ?
Stay Competitive
Maximize contribution
Mobile & remote workers
External partners/suppliers
Productivity Metrics
First things firstIdentify your stakeholders! The sponsor The face to the program Prioritize business scenarios
Identify your Adoption team! Tenant Admin Collaboration “experts” In it for the long haul
Adoption as a
Service
Preparing for it
Training for it
Working with it
Staying Ahead of the Curve
Avoid the Shiny Thing Syndrome
Organizational Change
Management
1 2 3
PreviewsTargetedRelease
O365 Message Center
O365 Public Roadmap
PreviewsTargetedRelease
O365 Message Center
O365 Public Roadmap
http://fasttrack.microsoft.com/roadmap
PreviewsTargetedRelease
O365 Message Center
O365 Public Roadmap
http://fasttrack.microsoft.com/roadmap
PreviewsTargeted Release
O365 Message Center
O365 Public Roadmap
https://portal.office.com/adminportal/home
@regarding365 - regarding365.com “The week that was” on the O365 Message Center
PreviewsTargetedRelease
O365 Message Center
O365 Public Roadmap
https://portal.office.com/adminportal/home
PreviewsTargetedRelease
O365 Public Roadmap
O365 Message Center
Supported per program
Some public Some private
SLA varies
PreviewsTargetedRelease
O365 Public Roadmap
O365 Message Center
TargetedRelease
O365 Public Roadmap
O365 Message Center
Previews
Formerly “First Release”
What’s the feature?
How does it affect current
users?
How to prepare for the
change?
“Attention Views”
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?
How can Office 365 make us more successful?
•Technology
•Mobility•Control and Compliance
•Business Intelligence
•Enterprise Collaboration
Leverage the Office 365 Advantages
The Office 365 Advantages
Collaboration tools
Risk & Compliance
Anywhere, anytime, any device
Productivity Opportunities
Look for Productivity Opportunities!
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.
“Easy wins”
Relate productivity opportunities/scenarios back to business goals
Communicateand coordinate
the change
Preparing for it
Training for it
Working with it
Adoption Centre
TrainingIdeas Galore
Where are you coming from?
4 5 6
Not just a Training Centre!
Also share employee success
stories
Office 365 Adoption Centre
Lots of Training Ideas
Incorporate each into your
Adoption Centre
Tie keyscenarios to
business value
Drivesbusiness value of
Office 365
Keep a project team in sync and on schedule
Meet and collaborate with
ease
Support new employees in onboarding
faster
Maketraining
sessions virtual
Create anew-hire
handbook in OneNote
Store andshare trainingresources in a
central location
Create anew-hirementor network
Scenario-based TrainingBoth HR Staff and New employee learn
• 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-hire Yammer 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 the Yammer network
Share any “Easy Wins” automated in the Employee Success Stories tile so others can learn about them.
Written “how-to”
Videos 100 and 200 level
sessions
Ask the Experts
Hands-on practice
“Office Quick Starts” on
support.office.com
Share links to content on Office Quick Starts directly from one of the Hero tiles!
Lessformal
Great for “one-off”questions!
StreamlinesIT support
distractions
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.
“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”
Record presentations, store in Stream!
Record all questions during the presentation
Have Q&A in a Yammer Group to capture audience questions for others
to see!
Embed the video (Streams web part) for your recorded sessions.
Embed the Q&A Yammer web part on the home page.
Learn best by doing!
Make sure they know the
support channels
Is the Service Desk
prepared?
Tip Campaigns
Targeted Skill/Role Training
Training Fair
3rd party solutions
White glove
service
Curate the content and
assign a team
Add a challenge to
each tip
Reward quick action with
prizes
1. Tip sheet2. Annotated screen shots3. Step-by-step walkthrough4. Short video
“30 days of SharePoint”
Gamification!
Dedicate a tile to the “Tip of the Day”
Announce the prize winner here too!
1
Identify roles and skills you
want to train for
2 3
Build modern pages for content
Tag pages with roles and
skills
4Show related training with Highlighted
Content web part
“SharePoint Skills”“Skills for Customer-facing employees”
SharePointDelve Outlook
Yammer SkypeTeams
Planner
OneDrive
Advertise upcoming training fair
Have a form for demo suggestions from employees
Helpdesk Just-in-time training
Custom skill paths
Show Search some love to help adoption!
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.
Query Rules
Set up managed term set
Create site column for managed
terms
Tag content with terms
The “Basics”
Best Practises
Tell them about Help
resources
Migrating from Shared Network
Drive?
Highlight limitations of
Shared Network drive
Have a “Best Practises” space to assist in breaking old habits!
Migrating from shared network
drives?
Migrating from another cloud
provider?
Migrating from another client
app?
G-suite to O365 Lotus Notes to Outlook
Search for “Switch to Office 365” on support.office.com
Create relevant tiles on the Hero web part:
“Moving from Google Docs to OneDrive”
“Moving from Gmail to Outlook mail”
Preparing for it!
Training for it!
Working with it!
Productivity Champions
Tool ChoiceUse your
voiceDemonstrate
ROI
7 8 9 10
1Assist
co-workers
2 4Help w/
“What’s in it for me/my
team?”
Feedback channel to O365 team
3Welcome new team members
1Comfortable with change
2 4They have influence
Technically savvy
3Resourceful
5They can dedicate
some time
1“Champion”
training sessions
2Feedback
loop(Yammer network)
3Set a finite
term length
Sign up for the Global Office 365 Champion program!fasttrack.Microsoft.com/office/champion
Create a tile showcasing your Productivity Champions!
Allow a spot for people to nominate Productivity Champions
O365 Outlook Group
Yammer Group
MicrosoftTeams
SharePointLibrary and
Outlook
“How would I implement a Jean’s
Day program at work?”
“When To Use What” 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
When to Use What 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?
Enterprise Technology Strategy Corporate Culture
Who’s on the team?
UnderstandCollaboration
features
Own your owntool choice
strategy
Provide training and guidance to
staff
Build an app for employees to request a collaboration space.
Great use-case for Microsoft Forms, Power Apps, Microsoft Flow!
Adoption
Communication
Collaboration
Activation
Know where you started
Co-relate to adoption efforts /
campaigns
How does it change over
time?
Metrics on Teamwork & Collaboration
Microsoft Teams Usage
Yammer Group Usage
Office 365 Group Usage
• Attention views (Oct. 2017)• Custom column formatter (Oct. 2017)• Word SharePoint property pane (Jan. 2018)• Files on Demand (Windows 10 Fall Creators Update)
Preparing for it…
Training for it…
Working with it…
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/
