Office 365, Practical Adoption Strategies
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Joanne Klein presented on adoption tactics for Office 365. She discussed identifying stakeholders and an adoption team. Preparing for, training users on, and supporting ongoing use of O365 were identified as key phases of adoption. Tactics included scenario-based training, tip campaigns, champions programs, and measuring adoption. Resources like the adoption center, public roadmap, and message center were recommended.
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Office 365, Practical Adoption Strategies
- 1. A presentation by Joanne Klein
- 3. @JoanneCKlein joannecklein@nexnovus.com https://joannecklein.com Joanne Klein SharePoint/O365 consultant, Microsoft MVP Speaker , Trainer, Volunteer Saskatchewan SharePoint/O365 User Group
- 5. Why O365 Adoption? 3 Steps 10Tactics Q&A anytime!
- 8. It’s 100% about people 0% 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 akaTreb Gatte Use O365 PowerBI end user adoption pack to measure user adoption and help focus efforts @CreanTim akaTim 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
- 9. Don’t like it? Wait a day and it will change. @DanielGlenn aka Daniel Glenn
- 10. Adoptionofanew collaboration experienceisabout changinghuman behavior. This is simple but it’s not easy!
- 11. WhydoesO365Adoptionmatter? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration
- 12. WhydoesO365Adoptionmatter? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration
- 13. BusinessValueofCollaboration? Stay Competitive Maximize contribution Mobile & remote workers External partners/suppliers Productivity Metrics
- 14. Firstthingsfirst Identify your stakeholders! The sponsor The face to the program Prioritize business scenarios Identify your Adoption team! TenantAdmin Collaboration “experts” In it for the long haul
- 17. StayingAhead of the Curve Avoid the ShinyThing Syndrome Organizational Change Management 1 2 3
- 25. @regarding365 - regarding365.com “The week that was” on the O365 Message Center
- 28. Supported per program Some public Some private SLA varies
- 31. What’s the feature? How does it affect current users? How to prepare for the change? “AttentionViews”
- 32. 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?
- 35. HowcanOffice365makeusmoresuccessful? •Technology •Mobility •Control and Compliance •Business Intelligence •Enterprise Collaboration Leverage the Office 365 Advantages
- 36. TheOffice365Advantages Collaboration tools Risk & Compliance Anywhere, anytime, any device Productivity Opportunities
- 37. LookforProductivityOpportunities! Project documents requiring approval from Project Review board. Hot sheet items being tracked in an Excel Spreadsheet. Planning documents and sign-up sheets for company events. Marketing photos being retained for company events. “Easywins”
- 38. Relate productivity opportunities/scenarios back to business goals Communicate and coordinate the change
- 40. Adoption Centre Training Ideas Galore Where are you coming from? 4 5 6
- 41. Not just aTraining Centre! Also share employee success stories
- 42. Office 365 Adoption Centre
- 44. Tie key scenarios to business value Drives business value of Office 365
- 45. Keep a project team in sync and on schedule Meet and collaborate with ease Support new employees in onboarding faster
- 46. Make training sessions virtual Create a new-hire handbook in OneNote Store and share training resources in a central location Create a new-hire mentor network
- 47. Scenario-basedTraining Both HR Staff and New employee learn
- 48. • 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-hireYammer 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 theYammer network
- 49. Share any “EasyWins” automated in the Employee Success Stories tile so others can learn about them.
- 51. Written “how-to” Videos 100 and 200 level sessions Ask the Experts Hands-on practice
- 53. Share links to content on OfficeQuick Starts directly from one of the Hero tiles!
- 55. 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.
- 56. “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”
- 57. Record presentations, store in Stream! Record all questions during the presentation Have Q&A in aYammer Group to capture audience questions for others to see!
- 58. Embed the video (Streams web part) for your recorded sessions. Embed the Q&AYammer web part on the home page.
- 59. Learn best by doing! Make sure they know the support channels Is the Service Desk prepared?
- 64. Assign a team Add a challenge to each tip Reward quick action with prizes 1. Tip sheet 2. Annotated screen shots 3. Step-by-step walkthrough 4. Short video“30 days of SharePoint”
- 65. Dedicate a tile to the “Tip of the Day” Announce the prize winner here too!
- 71. Have a “Best Practises” space to assist in breaking old habits!
- 72. Migrating from shared network drives? Migrating from another cloud provider? Migrating from another client app? G-suite to O365 Lotus Notes to Outlook
- 73. Search for “Switch to Office 365” on support.office.com
- 74. Create a tile “Moving from Google Docs to OneDrive” on the Hero web part
- 78. 1 Assist co-workers 2 4 Help w/ “What’s in it for me?” Provide feedback to O365 team 3 Welcome new team members
- 79. 1 Comfortable with change 2 4 They have influence Technically savvy 3 Resourceful 5 They can dedicate some time
- 81. Sign up for the Global Office 365 Champion program! fasttrack.Microsoft.com/office/champion
- 82. Create a tile showcasing your Productivity Champions! Allow a spot for people to nominate a Productivity Champion
- 83. O365 Outlook Group Yammer Group Microsoft Teams SharePoint Library and Outlook “How would I implement a Jean’s Day program at work?”
- 84. “WhenTo UseWhat” 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
- 85. When to UseWhat 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? EnterpriseTechnology Strategy Corporate Culture Who’s on the team?
- 86. Understand Collaboration features Own your own tool choice strategy Train staff on the tools
- 87. Build an app for employees to request a collaboration space.
- 93. Know where you started Co-relate to adoption efforts / How does it change over time?
- 96. Preparing for it… Training for it… Working with it…
- 97. Thank you! @JoanneCKlein joannecklein.com joannecklein@nexnovus.com Questions?