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[Webinar] Back to Basics – Getting Started Office 365
- 1. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 1 SM Back to Basics: Getting Started with Office 365 WEBINAR
- 2. About Jill Jill Hannemann @ImJillHannemann jhannemann@withum.com Principal Editor, Digital Workplace Today 10+ years in Knowledge Management Office 365 Expertise: Knowledge Management, Information Architecture, Records Management, Content Migration, Document Management Culinary project: Biscuits!
- 3. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 3 SM3 We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data and content.
- 4. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 4 SM ▪ Office 365 features ▪ Office 365 in the workplace ▪ How to get started using Office 365 ▪ Suggested roadmap to introduce features
- 5. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 5 SM Where are you in your journey with Office 365?
- 6. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 6 SM
- 7. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 7 SM7
- 8. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 8 SM ▪ What does ‘working together’ look like? • Multiple offices • Multiple time zones • Many teams • Your core team • Yourself Channels of Communication • Phone Calls • Screen sharing • Video Calls • Traveling • Email • Messages • Newsfeeds
- 9. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 9 SM Websites Search Apps CRM Notes DataCollab Calendar Project Mgmt Doc Mgmt MS Office EmailWorkflow A collection of apps and cloud services.
- 10. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 10 SM Office 365: A Picture is Worth Everything
- 11. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 11 SM ▪ Office (Word, PowerPoint, Excel) ▪ Project & Visio ▪ Office Mobile Apps ▪ OneNote ▪ Skype for Business ▪ Sway Office Desktop/Online • • • • • • • • •
- 12. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 12 SM ▪ Exchange ▪ SharePoint ▪ OneDrive ▪ Skype for Business ▪ Delve ▪ Office Video Stream ▪ Yammer ▪ eDiscovery ▪ Voice/PBX ▪ Groups Managed Metadata Enterprise Search Publishing Records Management eDiscoveryWeb Services • • • • • • • •
- 13. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 13 SM • • • • • • • • • • • ▪ Microsoft Teams ▪ PowerApps ▪ Microsoft Flow ▪ Power BI and Analytics for Office 365 ▪ Planner ▪ Dynamics 365 • • • • • • • • •
- 14. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 14 SM Office Groups Conversations Calendar Files Connectors Notebook Planner Sites Team - Conversations SP Team Site - Site - Files Outlook Yammer Group - Newsfeed
- 15. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 15 SM If you’re using Office 365, which workload would you like to be using more?
- 16. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 16 SM
- 17. Proprietary and Confidential Getting Started with Office 365
- 18. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 18 SM ▪ Get users logged in • Provide guidance and instruction • Understand pain points or areas where expectations may not be met ▪ Get the latest Office suite deployed • Leverage Office Pro Plus and get corporate machines up to speed • You may need training to support this transition
- 19. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 19 SM ▪ Define your baseline for the Digital Workplace ▪ Prioritize Workloads based on needs • Email – Exchange migration Cutover or Incremental? • One Drive for Business – File Migration • SharePoint Sites • Forms and Workflow • Collaboration spaces • Social networking (newsfeed/Yammer) • Power BI - Data Analysis and Dashboards • Each workload will need some governance – • Define ‘Rules of the Road’ • Most will require training • Not everyone will use every workload • Encourage curiosity
- 20. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 20 SM Q1 - 2018 Phase 3 – Services Q2 - 2018 Phase 4 – Collaboration Q3 - 2017 Phase 1 – Email & Profiles Q4 - 2017 Phase 2 – Design Q3 - 2018 Phase 5 – Document Mgmt Active Directory Office365 ▪ Email Migration ▪ Security and Groups ▪ Personalized Homepage ▪ Department and Business Groups, Policies ▪ AD / IdM Clean-up ▪ Communications & Training ▪ Custom Solutions and Workflows ▪ Responsive Design ▪ File Share Clean Up ▪ 3rd Party Tools Evaluation ▪ Site Planning ▪ AD and User Profile Build Out ▪ IA Build: Site Collections, Metadata, Content Types ▪ Roll out Collaboration sites/Groups ▪ Migrate – File Shares to ODB or Sites Design Complete Corporate Launch Collab Launch Email Complete Migration Complete
- 21. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 21 SM Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Skype for Business Online Meetings Outlook E-Mail OneDrive for Business SharePoint Team Sites SharePoint Intranet Yammer Company Communications Yammer Groups Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Delve Boards ▪ How can you optimize how you work? ▪ Would Yammer or Skype for Business be better? ▪ What about Microsoft Teams or Groups? ▪ When should you use SharePoint Team Sites vs. Groups?
- 22. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 22 SM ▪ This is a dynamic matrix and will change as your organization matures! ▪ Every organization will have a different targeted purpose! Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Skype for Business Online Meetings Outlook E-Mail OneDrive for Business SharePoint Team Sites SharePoint Intranet Yammer Groups Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Delve Boards SfB Online Meeting Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Outlook E-Mail OneDrive for Business SharePoint Publishing Sites SharePoint Intranet Yammer Company Communications Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Microsoft Teams Skype Broadcast
- 23. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 23 SM Content Management Administration Workload Roles & Responsibilities Security & Compliance Tenant/Global Policies Content Management • Site Creation • Content Publishing • List management Workload R&R • ODB for personal file storage • ODB for 1:1 file collaboration • SP Sites for Department sites • Groups for projects • Teams for internal logistics Tenant Administration • User Account Management • Recovery • Admin Centers for Workloads • Resource Management • Site Collection Management Security and Compliance • Data Loss Prevention Rules • Rights Management • Audit User Activity • Security and Permissions 1 2 3 4
- 24. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 24 SM
- 25. WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH 25 SM Next Steps Customer Immersion Experience (CIE) Get hands-on with Office 365. Join us for a free 1-hour CIE session, facilitated by a trained professional. Really see what it’s like to use Office 365. Request Your Session Here Office 365 Governance Infographic: What Tools to Use When for Ultimate User Adoption Want to learn more about user adoption? Check out our blog: