Use Office 365 & Teams · 2020-02-02 · Microsoft Teams The Hub for Teamwork in Office 365 • 13M...
Transcript of Use Office 365 & Teams · 2020-02-02 · Microsoft Teams The Hub for Teamwork in Office 365 • 13M...
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Richard Poole, CTO, EMEA
Use Office 365 & Teams to Work with Clients, Partners, and Suppliers
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Microsoft TeamsThe Hub for Teamwork in Office 365
• 13M daily users• Used in 91 of Fortune 100
companies
Fastest-growing Microsoft product of all time.
Source: Microsoft July 2019
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4
BUT THERE ARE
CHALLENGES
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Challenge #1
Disconnected Business Conversations
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Challenge #2
Channel chaosWorkers can’t track important
business updates
Too Many Teams Channels Means…
You Can’t Find Important Emails and
Documents
Channel CChannel BChannel A
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Challenge #3
How to Retain Emails & Documents in a Teams
environment for Compliance
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G l o r y
Ltd
Once upon a time, there was a company called Glory Inc. Glory was a successful manufacturer of industrial robots, making tons of money selling great robots.
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So Glory Inc. decided to explore a merger with Honor Ltd., another manufacturer of industrial robots
But then, the robot market started consolidating…
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Introducing Meghan Williams…
G l o r y
Ltd
Meghan Williams
Business Analyst Glory Inc
Meghan was tasked with building a business case for a merger with Honor Ltd.
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Suddenly, out of nowhere a serious tax concern appears….
G l o r y
Ltd
Meghan Williams
…what can Meghan do to save
the merger?
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One day, Meghan is introduced to Fred…
Fred Thomas
Fred and his team of 3 advisors, provide tax advice to corporate clients, like Glory Inc.
Client Account ManagerAdvize Consultants
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Can Fred and his Band of Merry Experts Save the Day?
Meghan Williams
… and how can Microsoft Teams
deliver Meghan and Glory from the evil
tax implications
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Meghan and Fred Work Together to Save the Merger
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Meghan has questions about the tax implications of the merger.
Meghan sends an email and attachment to Fred
1.
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Fred starts an internal discussion with colleagues to discuss the merger.
Fred posts to the “Accounts” team,
in the “Glory Inc.” channel
2.
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Fred’s team formulates a draft ‘tax opinion letter’
Fred emails the draft of the opinion letter to Meghan.
3.
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Meghan has more questions.
More deliberation and emails…When there are no more
questions, Fred summarizes the findings.
4.
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Fred formulates a final tax opinion letter.
Fred sends the opinion letter to Meghan…
and designates the email and attachments should be
retained for 7 years
5.
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BUT
How Can it Be Done?
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Introducing harmon.ie SmartAssistant™
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Demo
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Fred drags emails
with attachments
to a Teams channel
Connecting Email and Teams Conversations
1. Emails are stored in Exchange2. Documents are stored in SharePoint
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Connecting Email and Teams ConversationsAdding Descriptive Labels
Add Descriptive Label to classify the email as a ‘merger inquiry’
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Move the Conversation to Teams
Post an update about the new email and attachment to Teams
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Move the Conversation to Teams
Fred Neal
Merger Structure.docx
Merger Basis.pptx
Merger structure.xlsx
Merger Plan.pdf
Fred’s team views Meghan’s inquiry email in the Teams conversation
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Email Draft Opinion to Glory
Fred emails the opinion letter draft to Meghan
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Email Final Opinion Letter to Glory
Fred emails the final tax opinion letter to Meghan
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And Let’s Not Forget About Compliance…
Assign Retention Labels to emails and documents as part of the daily collaboration flow, to ensure compliance
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Happy Ending
33
+ =G l o r y
Ltd
And Meghan gets a promotion!
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Six months later, Fred receives a similar question about merger tax implications from another client.
Fred uses Descriptive Labels to find the relevant
emails and documents.
6.
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Discovering Information
Six months later, Fred uses Descriptive Labels to find Meghan’s case to solve another client’s inquiry
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The Moral of the Story
But email is still needed (for external communications)
Y O U N E E D
harmon.ie
SmartAssistantto connect emails, documents, and conversations in Teams
Teams is great for internal collaboration
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