Webinar introducing the concept of a Operational Portal Structure anchored by an Intranet on Office 365 / SharePoint. See the full webinar at www.spmarketplace.com
2. Redefining Workwith Office 365
Started in 2012 in Northern California
Microsoft ISV Partner, CityNext Partner, Cloud
Accelerator Partner
Today over 1100 installations worldwide
Provide:
Out-of-the-box Workplace solutions
on Office 365 and SharePoint
www.spmarketplace.com
Darrell Trimble, CEO
3. AGENDA
The challenge of making it easy to do business inside your
company
Introduce the concept of a digital workplace
Deploying a Digital Workplace on Office 365
Introduce an Operational Portal Structure in a Digital
Workplace
Best Practice Structure
Intranet Home
Employee Self-Service
Department Portals
Build or buy? An out-of-the-box solution
5. Traditional Organization – Siloed Functions
Policies
Procedures
Processes
Service
Systems
Policies
Procedures
Processes
Service
Systems
Policies
Procedures
Processes
Service
Systems
Policies
Procedures
Processes
Service
Systems
Policies
Procedures
Processes
Service
Systems
6. Organic IT - Systems from the departments outHR
• HRIS
• Talent
• Time-off
• Performance
• Policies
• Payroll
• Help Desk
• Docs
• Training
IT
• Help Desk
• Assets
• Vendors
• Network
Mgt
• Change
• Projects
• Policies
Finance/Admin
• Accounting
• Billing
• Purchasing
• Expenses
• Budgets
• Help Desk
• Contracts
• Docs
• Policies
Marketing/Sales/Services
• CRM
• Quotes
• Campaigns
• Website
• Sales Docs
• Mkt Docs
• Support
Desk
• Services
Projects
Engineering
• Projects
• Product Mgt
• Scheduling
• Bugs
• Docs
• Design
8. To Create a Digital Workplace
“The digital workplace is a central workspace that unifies in a common user
experience all of the information, communication and processes people need
to get their work done anywhere, anytime on any device.”
9. Groups Security Data Content Workflow Collaboration Connectivity
Digital Workplace Platform
Operational Portals (SharePoint) Office 365 GroupsProcess Applications (Dynamics 365 or?)
10. Operational Portals – where work gets done
Operational Portal Structure – A set of portals from which employees work,
collaborate and access internal services.
Work
• Department
• Function
• Processes/Tasks
• Documents
• Deliver Services
Collaborate
• News
• Discussions
• Events/Meetings
• Teams/Groups
• Email
Services
• Requests
• Resources
• Information
• Self-Service
11. Core Design
Concepts
Drive user adoption!
Intuitive structure in the context of the organization
Design for employee ease of use and access – Employee
Central
Consistent service portal layout across departments
Integrate work and collaboration in Staff portals
Enforce the common look and feel across Office 365 and
SharePoint
Place content where it belongs, no more massive file
share type design. Use meta data, tags, search
12. Best Practice Customer Service Design
Banking Fast Food Retail
Consistent Design for Customers
15. Intranet Home
Intranet
Dept Dept Dept
Employee
Central
Operational Portals
Intranet Home page + – The organization entry point for the Digital Workplace. Central point
for news, information, events and personalized navigation to the operational structure.
News, Events Collaboration Navigation
16. Employee Central
Intranet
Dept Dept Dept
Employee
Central
Operational Portals
Employee Self-Service – A central point for employee activity to get help/requests, access
resources (docs), and submit employee facing processes without worrying about what
department it is in
Help Central Doc Central Process Central
17. Department Portals
Intranet
Dept Dept Dept
Employee
Central
Operational Portals
Service Portal Staff Portal
Operational Portals – Organization functional groups, typically departments but could be
branches or operational groups. Includes Staff Portal and Service Portal.
18. Department Staff Portal – where work gets done
Operational Functions
Knowledgebase
Reporting and Dashboards
Collaboration Tools
Linked to Office 365 Group
Announcements
Latest Activities/Requests
19. Service Portal – Employee Portal (MyIT, MyHR…)
Service Requests/Help
Knowledgebase
Resources (Docs, links etc)
Filtered view of my:
Service Requests
Relevant Processes
Documents
News
Announcements
Events
HR
21. Buy or Build?
Considerations:
Expertise – SharePoint, Office 365
Best Practice Design
Office 365 Changes – is it
supported?
Politics of siloed departments
Time and Cost
22. Common User Experience
Groups Security Data Content Workflow Collaboration Connectivity
Digital Workplace Platform
SP Digital Workplace Solutions
23. Out-of-the-box Solutions
SharePoint Application Templates
“Native” Office 365 and SharePoint
100% Customizable by Business Power Users
Leverages O365 Components and Apps
Adapts to future O365 changes
Best Practice Intranet Structure
Organizational Hub for Employees
Consistent design across all departments
SP Digital Workplace Solutions
www.spmarketplace.com
24. Benefits
Incredibly more productive and happy
employees
Bridge Department siloes with a consistent
Operational Portal Structure
Get much higher ROI out of Office 365
investment
Lower complexity and IT costs by consolidating
platforms
Better visibility and measurement across
departments
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.
Optional for C-level DWP concept
Optional for C-level DWP concept
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: only O365, can also skip for individual module
Objective: Reinforce the “native” O365 positioning. That it becomes an extension to the platform, not a replacement.
Detail: It is clear Microsoft is quickly transforming its MS Office domination to the cloud, and taking it much further by turning it into an organizational ecosystem for every employee with core functions and a common interface. It is important that third party extensions like and intranet or application, follow Microsoft guideline to naturally plug into this ecosystem.
Competitive jab: A number of third party venders did not recognize this and architected their products to hide O365 or SharePoint. This will present major issues going forward. Analogy – it would be like replacing MS Word with another word processor in 2003. With MS Office, how would that have played out today? Not well…..
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.