SharePoint Employee Self Service Webinar
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Lower your overhead costs by driving employee self service across your organization. See the on demand webinar at: https://www.spmarketplace.com/
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SharePoint Employee Self Service Webinar
- 1. Empower Employees with Self-Service on SharePoint Online Transform Office 365 into a Digital Workplace
- 2. The leader in Office 365 Business Solutions Darrell Trimble CEO, SP Marketplace SP Workplace Solutions – Best Practice Intranet structure to fit your organization Started in 2012 in Northern California Microsoft ISV Partner, CityNext Partner, Cloud Accelerator Partner Today over 1350 installations worldwide SP Workplace Solutions Out-of-the-box SharePoint portals and applications www.spmarketplace.com
- 3. Webinar Agenda Small to medium business challenges ◦ How to provide internal support services while keeping overhead FTE costs low? ◦ How to make our employees productive in doing their jobs? ◦ How do we leverage Cloud Services like Office 365 to empower employees with Self-Service? Introduce an Intranet structure that empowers employees with self-service ◦ Common Internal Business Structure – News, Documents/files, Services ◦ Process Automation – IT, HR, Finance, etc. Demonstrate a Digital Workplace built on SharePoint that delivers self-service What you will learn: How to take your Office 365 / SharePoint to the next level, maximize ROI, and drive productivity
- 4. Costs Service IT HR Admin Finance…
- 5. What is your overhead cost ratios? 5 10 22 40 1.5 3 6 10 1.5 3 7 12 3 4 9 18 START-UP 50 FTES SMALL 100 FTES SMALL-MED 250 FTES MEDIUM 400 FTES INTERNAL SERVICES HEADCOUNT Overhead FTEs HR IT Admin Directly reduces profit margin # of HR, IT, Admin Staff required per 100 employees
- 6. Employee Effectiveness? % of Time Spent on Primary Job Functions Searching for ? Internal Services Tag Manual Processes How much time to Employees spend on non-job Administrivia?
- 7. The Problem Causes of Overhead FTE Sprawl Organic Growth of Departments Silos Manual processes = More overhead FTEs Chaotic Internal Business Structure No Internal Business Structure for: Documents/Files/Resources How to get internal services (Help Desk) News and Collaboration Internal Services measurement
- 8. After a while… • Time consuming manual processes • Redundant data entry • Paper, paper, paper • Overuse of email • No document organization • Chaotic communications Chaos!
- 9. Costs Service IT HR Admin Finance…
- 10. Self Service Impact – Do more with less FTEs5 10 22 40 1.5 3 6 10 1.5 3 7 12 3 4 9 18 START-UP 50 FTES SMALL 100 FTES SMALL-MED 250 FTES MEDIUM 400 FTES INTERNAL SERVICES HEADCOUNT Overhead FTEs HR IT Admin 4 6 13 24 40 1 2 3 6 1 2 4 6 2 3 6 12 START-UP 50 FTES SMALL 100 FTES SMALL-MED 250 FTES MEDIUM 400 FTES INTERNAL SERVICES HEADCOUNT Overhead FTEs HR IT Admin Decrease the rate of Overhead FTE staff growth
- 11. Self Service Impact: More Productive Employees % of Time Spent on Primary Job Functions Searching for ? Internal Services Tag Manual Processes % of Time Spent on Primary Job Functions Searching for ? Internal Services Tag Manual Processes
- 12. What if you gave employees a self-service portal structure? Would there be as many questions and requests to Internal Department Staff? Less email/telephone tag? ◦ Self-service Information: FAQs, Knowledgebase ◦ Service Request automation and tracking ◦ Benefit: Less time required from Department Staff, and employees What if employees could find files or documents themselves without asking “where”? ◦ Consistent Document Organization: Doc Central with Search ◦ Internal Department with Employee Service Portals ◦ Benefit: Less time wasted by Employees and Department Staff What if employees could easily find business processes/forms, submit for auto approvals etc.? ◦ Process Central: Find forms or link to business process applications from a single place ◦ Managers access a common approval process ◦ Benefit: Easy access to commonly used processes saves time and redundant data entry What if internal service departments like HR, IT, could provide a consistent Service Portal? ◦ Benefit: Self service delivered consistently across the organization drives adoption, saves time.
- 13. Transform the way you do business with a Digital Workplace Process Automation Document Management Employee Self-service Communication / Collaboration Sales and Service Business Measurement
- 14. Office 365 Pieces and Parts – you build the solution!
- 15. “Chaos in the cloud” Communication Site Microsoft Team Office 365 Group Microsoft Teams Hub Site Microsoft Teams Drives Anarchy
- 16. Best Practice Customer Service Design Banking Fast Food Retail Consistent Design for Customers
- 17. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Information ResourcesService Requests Processes IT HR Internal Services Structure Best Practice Mkt “Operational Portal Structure” Employee Portal Staff Portal
- 18. SP Workplace Solutions SharePoint Portals – Self-Service Structure Intranet Home Department Department Group Employee Self-Service Applications (Process Automation) IT Support HR Facilities Marketing Sales (CRM) Projects
- 19. Configure to fit your organization Intranet Home Dept: Finance Dept: Safety Dept: Services HR IT Employee Self Service SMB Employee Services Suite
- 20. Office 365 / SharePoint • Out-of-the-box ready • Native no-code solutions • 100% customizable • All mobile devices
- 22. One Platform One User Interface Infinite Possibilities for Your Business Drive: Employee Productivity Team Collaboration Process Automation Customer Service Sales Revenues
- 23. Setup your internal business structure Basic Accounting: Revenues, Expenses, Assets, Liabilities Billing, Invoices, Payments, Receivables, Payables, Banking Office basics: Email, Phone System, Word Processing, Spreadsheets, Calendars, Tasks, Presentations, Videos Capture New Sales: Marketing, Sales, Account Management Service and Support Customers: Projects, Support, Recurring Revenue Employees: Payroll, HRIS, Hiring, Onboarding, Performance, Compliance Internal Services: IT Support, Facilities Management, Safety, Finance, Legal, etc Document Management: Policies, Procedures, Contracts, HR Documents, etc. Team Collaboration: Projects, Knowledge, Communications, Meetings, Discussions
- 24. Transform your business on Office 365 www.spmarketplace.com Learn more, see it in action at:
- 26. Small Business – Traditional Tools Accounting Payroll Network Basic Office Tools Everything else Servers
- 27. Internal Communication and Services Structure: Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Services • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more What employees really need
- 28. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Information ResourcesService Requests Processes IT HR Internal Services Structure Best Practice Mkt “Operational Portal Structure” Employee Portal Staff Portal
- 29. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups News & info Structure Content Manager Approve Target Schedule
- 30. Document Structure – Don’t Repeat a corporate server chaos in the cloud
- 31. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Resource Portal Internal Services Structure Best Practice Employee Portal Staff Portal Central Docs – Policies, Proc, Forms Emp Portals Resource Libs Dept. Staff Functional Libs & Resources Operational Resource Libs Collaboration Docs, Groups, Teams
- 32. WWW.COLLAB365.EVENTS Department Intranet Home Department Department IT Help Central HR FIN Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Internal Services Best Practice – Consistent way to get internal services Each Department has a Service Request app
- 33. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Employee Self-Service Processes Best Practice Time Off Expe nses Purchase Requests Common Mgt Approval Processes
Editor's Notes
- Use: all demos Objective: Establish credibility, leadership in the O365 Business Solutions market. Positioning: subtly position us above newer competition that has just entered the market Transition: let me take a couple of minutes to explain overall what we do before getting into your particular product of interest.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.