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SPUnite17 Transforming your Organisation into a Digital Workplace

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SharePoint Unite 2017 Session

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SPUnite17 Transforming your Organisation into a Digital Workplace

  1. 1. Office 365: Mark Rackley mrackley@paitgroup.com A Digital Transformation Story
  2. 2. © 2015 PAIT Group Mark Rackley / Partner & CSO • 20+ years software architecture and development experience • Office 365 MVP, SharePoint Junkie since 2007 • Event Organizer (SharePointalooza.org) • Blogger, Writer, Speaker • Bacon aficionado @mrackley www.MarkRackley.net www.PAITGroup.com www.SharePointaLooza.org www.StratusForms.com #SayNoToInfoPath
  3. 3. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 Extremely Budget Minded THE BACKSTORY Legacy, Homegrown, Outdated Systems Non-Technical Stakeholders (internet vs intranet) Global Organization Great Retention! (older workers who don’t like change)
  4. 4. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK A CHAMPION FOR DIGITAL TRANSFORMATION
  5. 5. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 WHAT’S YOUR SPARK? THE SPARK A CHAMPION FOR DIGITAL TRANSFORMATION
  6. 6. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK Educate about the possibilities Generate Excitement Identify the right Quick Win Investigate if funding is available KEYS TO IGNITION A CHAMPION FOR DIGITAL TRANSFORMATION
  7. 7. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK Educate about the possibilities Generate Excitement Identify the right Quick Win Investigate if funding is available One failed SPO attempt Change resistant staff Long process (18+ months) KEYS TO IGNITION AVOIDING BACKFIRE A CHAMPION FOR DIGITAL TRANSFORMATION
  8. 8. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION FIND THAT ONE THING!
  9. 9. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION EXECUTIVES WHO SUCCESSFULLY USE O365 PARTNER USING VIDEO APPEAL OF APPS UNDER ONE SECURITY UMBRELLA THE RIGHT CONVERSATIONS
  10. 10. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION UNDERSTOOD THE BUSINESS NEEDS REDUCED COMPLEXITY ADDED VISUAL APPEAL IMPLEMENTED IN PHASES TRAINED THE TRAINERS REBUILT FAILED APPLICATION
  11. 11. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 BEFORE…
  12. 12. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 BEFORE… 200+ Content Types 200+ SharePoint Groups 13 Document Libraries 25 folders per document library with unique permissions For less than 500 files!! DOCUMENT REPOSITORY
  13. 13. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 AFTER…
  14. 14. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 AFTER… 1 CONTENT TYPE USED SITES FOR SECURITY INSTEAD OF FOLDERS ONE SEARCH RESULTS PAGE DOCUMENT SEARCH
  15. 15. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GAINING MOMENTUM
  16. 16. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GAINING MOMENTUM BUILD LONG TERM STRATGEY, DEFINE GOALS IDENTIFY REALISTIC PHASES CREATE ROADMAP, SET DATES! UNDERSTAND GAPS AND NEW FEATURES FIND THE NEXT WIN! BUILD OFF YOUR SUCCESS
  17. 17. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 MOVING TO DIGITAL FORMS WORKERS ON A PLANT FLOOR HAD TO FILL OUT FORMS TWICE A DAY DIFFICULT TO FILL OUT WHILE ON THE FLOOR NEEDED TO BE MULTILINGUAL MUTLIPLE PLANTS ALL OVER THE WORLD AUDIT FORMS
  18. 18. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 MOVING TO DIGITAL FORMS CREATED FORM IN SHAREPOINT FORM IS MOBILE FRIENDLY AND CAN BE FILLED OUT ON AN IPAD REPORTING IS VASTLY IMPROVED IMPLEMENTED IN MULTIPLE LANGUAGES IMPETUS FOR CREATING SITES FOR EACH PLANT AUDIT FORMS www.StratusForms.com #SayNoToInfoPath
  19. 19. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 Phase 1
  20. 20. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 LESSONS LEARNED
  21. 21. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 LESSONS LEARNED THE VALUE OF TRAINING PRIORITIES OF EXECS THE AMOUNT OF TIME IT TAKES TO CHANGE CULTURE THE IMPORTANCE OF VISUALS “INDUSTRY STANDARDS AND BEST PRACTICES” DON’T UNDERESTIMATE
  22. 22. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 SUCCESSES
  23. 23. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 SUCCESSES INVESTED EXECUTIVES (CEO VIDEOS ON HOME PAGE) GLOBAL COMMUNICATIONS ENGAGED PLANT WORKERS IMPROVED COLLABORATION OPENED THE DOOR TO MORE PROJECTS IT TOOK 2 YEARS…
  24. 24. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GET THE RIGHT HELP Find a partner vested in your success Are they more interested in talking or listening? Don’t take their word for it Don’t be afraid to push back It doesn’t have to (shouldn’t) be all at once
  25. 25. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 NO MATTER WHAT… Find Pain Points and Identify Quick Wins Map Technology to a Business Problem Implement in Phases Gain Executive Approval
  26. 26. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 IT’S A PROCESS •The job’s not over when the intranet is rolled out. •Check in on users, address their pain points •Keep an eye out for the next win •Keep up on the changing technology •Don’t throw technology at a people problem
  27. 27. Thank you http://www.paitgroup.com http://www.markrackley.net mrackley@paitgroup.com @mrackley © 2016 PAIT Group http://www.PAITGroup.com December 14,2016 http://www.stephkdonahue.com sdonahue@paitgroup.com @stephkdonahue

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