Driving Office 365 And SharePoint Adoption In The Real World

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
Drive SharePoint
Adoption Using
Real World
Activities & Metrics
Poll 1
Question 1: What is the biggest challenge you have with your SharePoint
intranet within your organization?
• Ensuring security & privacy of content
• Getting employees to actually use it
• Keeping content up to date & relevant
• Measuring & proving the value to the organization
1
RICHARD
HARBRIDGE
My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at
SPEAKER | AUTHOR | SUPER FRIENDLY
Perception vs
Reality
SOMETIMES WHAT WE
ARE TOLD ISN’T BASED IN
REALITY…
Does everyone have the right expectations?
Common IT Perception vs Reality
1. People will adopt it on their own…
PEOPLE WILL ADOPT IT
ON THEIR OWN…
Now that we have implemented it correctly we don’t need to do anything else.
@RHARBRIDGE
POSITIVE CHANGE
RARELY HAPPENS
WITHOUT HELP…
Even when people have the tools, vision, and an understanding of the risks.
Common IT Perception vs Reality
1. People will adopt it on their own…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. Driving usage isn’t IT’s problem…
DRIVING USAGE ISN’T THE
IT GROUP’S PROBLEM…
Why would it be IT’s responsibility to drive adoption? Isn’t that a business issue?
GETTING MORE PEOPLE
TO USE THE TECHNOLOGY
IS IMPORTANT…
Often getting people to use more of the technology is just as important.
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. Driving usage isn’t IT’s problem…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more
value.
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can’t track adoption effectively…
WE JUST CAN’T TRACK
ADOPTION EFFECTIVELY…
Adoption is complex and there aren’t good ways to track it right now.
BETWEEN OOTB REPORTS
AND USAGE DATA & 3RD
PARTY TOOLS YOU CAN
ABSOLUTELY TRACK IT!
SharePoint usage reporting, Office 365 reporting, great tools like Webtrends…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can’t track adoption effectively…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd
party tools and more coming soon.
Poll 2
Question 2: What would you say is the most important measure of success
of your SharePoint environment within your organization?
• Volume of document views & downloads (consumption)
• Volume and quality of content published
• Level of collaboration that occurs between employees
• Availability of the service
27
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Everyone approaches adoption
differently…
@RHARBRIDGE
Everyone approaches adoption differently and every organization is unique.
EVERYONE APPROACHES
ADOPTION DIFFERENTLY…
@RHARBRIDGE
You can (and should) use outside guidance to accelerate and improve adoption!
THE KEY STEPS IN APPROACH ARE
ALMOST ALWAYS THE SAME…
@RHARBRIDGE
Scenarios
Methodology
Communities
Resources
@RHARBRIDGE
By creating it together a greater sense of ownership and tailoring is possible.
CREATING AN ADOPTION
PLAN ALSO DRIVES
COMMITMENT AND
ACCOUNTABILITY…
REAL WORLD
ADOPTION
ACTIVITIES & MORE…
Find great ideas for driving adoption in our latest book http://improveit.how/book
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Everyone approaches adoption differently…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement
a proven approach and build a great plan.
Poll 3
Question 3: Do you have an Adoption Plan in place for your SharePoint
intranet?
• No we do not, and have no plans to put one in place within the next
12 months
• No, but we have plans to put one in place within the next 12 months
• Yes we have an adoption plan in place
36
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. All users should be treated equal…
We need to support and invest in our users equally.
NO USER SHOULD BE
PRIORITIZED OVER
ANOTHER…
Depending on the technology and workload this can be significant. (80/20)
SOME USERS ARE MORE
IMPACTFUL THAN OTHERS…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. All users should be treated equal…
Common IT Perception vs Reality
1. Change won’t happen without help and
pro-active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. Invest more in champions and users who
are having the biggest impact.
Common IT Perception vs Reality
1. Change won’t happen without help and pro-
active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. Invest more in champions and users who are
having the biggest impact.
6. People will decide how to best use the
technology…
@RHARBRIDGE
PEOPLE WILL FIGURE
OUT THE BEST WAYS
TO USE THE
TECHNOLOGY…
Our people will optimize the way they work and the technologies they use.
@RHARBRIDGEScenarios
Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔
Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕
Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ●
Where Should Meeting Notes Be Captured,
Stored & Shared?
◕ ◕ ● ● ◔ ●
Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ●
Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔
Have A Real Time Chat With A Colleague ● ◑ ○ ◑
Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ●
Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑
Invite A Colleague To Lunch ◕ ◔ ●
Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕
Make An Organizational Announcement ◔ ● ◔ ◕ ◕
Remind The Team Of An Important Deadline ◑ ◔ ● ● ●
PROVIDE
GUIDANCE
ON WHEN TO
USE WHAT…
People will use what is easy or familiar – even when something better exists.
@RHARBRIDGE
DOWNLOAD THE WHEN TO
USE WHAT IN OFFICE 365
ENTERPRISE USER GUIDANCE
WHITEPAPER!
It goes into much greater depth and can be found at WhenToUseWhat.com
Common IT Perception vs Reality
1. Change won’t happen without help and pro-
active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. Invest more in champions and users who are
having the biggest impact.
6. People will decide how to best use the
technology…
Common IT Perception vs Reality
1. Change won’t happen without help and pro-
active effort.
2. To get value from technology investments
usage is needed. More usage = more value.
3. We can track adoption with OOTB, 3rd party
tools and more coming soon.
4. Leverage the work of others to implement a
proven approach and build a great plan.
5. Invest more in champions and users who are
having the biggest impact.
6. We need to both drive and guide users
around how to better leverage the
technology.
Common Individual Perceptions vs Reality
1. If some people don’t adopt it, they just
won’t get the benefit – it won’t effect me…
@RHARBRIDGE
IF OTHER PEOPLE DON’T
ADOPT – IT’S NOT
GOING TO EFFECT ME…
If some people don’t adopt – that’s their problem. They don’t get the benefits.
@RHARBRIDGE
THIS IS
IMPORTANT
FOR ALL OF
US…
The more people use the platform the more value the technology provides.
Common Individual Perceptions vs Reality
1. If some people don’t adopt it, they just
won’t get the benefit – it won’t effect me…
Common Individual Perceptions vs Reality
1. The more people who use the platform;
the more value the technology provides.
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There is nothing I can do alone…
@RHARBRIDGE
THERE IS NOTHING
I CAN DO…
I don’t have authority, influence, budget, or the ability to drive adoption alone.
@RHARBRIDGE
THERE IS PLENTY
YOU CAN DO
ALONE…
Add links to employee signatures, purposefully omit certain information to drive
readers to sites/systems (baited email hooks).
Send a link, use external sharing, attach a OneDrive file (OWA+), and more…
STOP EMAILING
ATTACHMENTS!
THEMEETING INVITE
COMESTOYOU…
Take back your meeting time and make meetings meaningful!
What if you responded
tentative “love to help and
would like to know more”?
What if you just IM
messaged the meeting
originator to clarify?
No the answer isn’t always LetMeBingThatForYou (though too often it is)…
What if you answered via Yammer? What if you answered with a SharePoint search?
IFSOMEONEASKS
YOUAQUESTION…
Sometimes the most value social can provide is visibility and connection…
TRYNARRATING
YOURWORK…
@RHARBRIDGE
REPORT &
SHARE
WHATEVER
YOU CAN…
Aggregating reports and sending them to leaders can be good to drive visibility.
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There is nothing I can do alone…
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There are many things you can do to help
inspire, encourage and embrace adoption.
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There are many things you can do to help
inspire, encourage and embrace adoption.
3. Helping others directly won’t make much
of a difference…
@RHARBRIDGE
HELPING OTHERS AS AN
INDIVIDUAL WON’T MAKE
MUCH DIFFERENCE…
I am only one person and there are plenty of better ways for people to get help.
@RHARBRIDGE
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55%
Self-learning is largely ineffective, but currently
part of learning process for many
Learning via Co-Workers
is among the most
effective and most used
methods
These methods are under-
utilized (low usage, but have
high effectiveness)
Percent Using Learning Method vs. Helpfulness
YOU HELPING OTHERS IS
EXTREMELY EFFECTIVE…
Learning via Co-Workers is among the most effective and most used method.
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There are many things you can do to help
inspire, encourage and embrace adoption.
3. Helping others directly won’t make much of
a difference…
Common Individual Perceptions vs Reality
1. The more people who use the platform; the
more value the technology provides.
2. There are many things you can do to help
inspire, encourage and embrace adoption.
3. Helping others by coaching, teaching, or
supporting other users is the most used
and most effective method of learning.
Common Leadership Perceptions vs Reality
1. It’s up to the users, there is nothing the
leadership team can do…
@RHARBRIDGE
IT’S UP TO THE USERS,
THERE IS NOTHING
LEADERSHIP CAN DO…
We know that adoption is driven from a grass roots approach, it’s up to them.
@RHARBRIDGE
Be proud; you
rock superstar
Share ideas and
docs in OneDrive
Look in Search
& Delve
Ask others for
help via Lync
Kick email butt
with Exchange
LEADERSHIP CAN TAKE
SIGNIFICANT AND
MEANINGFUL ACTION
TOO…
As a start the leadership team can mandate usage, or remove alternatives.
@RHARBRIDGE
INCORPORATE
INTO NEW HIRE
ORIENTATION…
Not just the intranet/sites but how to use the tools effectively.
@RHARBRIDGE
INCORPORATE
INTO ANNUAL
TRAINING OR
SKILLS
VALIDATION…
Some organizations have mandated one ‘in person’ class by a set date.
Common Leadership Perceptions vs Reality
1. It’s up to the users, there is nothing the
leadership team can do…
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
Poll 4
Question 4: What department is responsible for ensuring your Intranet is
providing value to your employees and your company?
• IT
• HR
• Corporate Communications
• Marketing
• Other
75
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. We can’t find or identify champions in our
organization…
@RHARBRIDGE
WE CAN’T FIND OR
IDENTIFY CHAMPIONS IN
OUR ORGANISATION…
It’s not clear who the champions are, or how to get them engaged.
@RHARBRIDGE
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55%
Self-learning is largely ineffective, but currently
part of learning process for many
Learning via Co-Workers
is among the most
effective and most used
methods
These methods are under-
utilized (low usage, but have
high effectiveness)
Percent Using Learning Method vs. Helpfulness
USAGE PATTERNS, SURVEYS,
POLLS, INTERVIEWS,
CONTESTS/CHALLENGES,
AND MORE…
There are many ways to uncover and identify champions in your organization.
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. We can’t find or identify champions in our
organization…
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging
them is.
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them
is.
3. We already solicit and get plenty of
feedback from users…
@RHARBRIDGE
WE ALREADY GET
FEEDBACK FROM OUR
USERS…
We run polls, surveys and solicit feedback from users all the time.
@RHARBRIDGE
DO YOU ACTUALLY TAKE
ACTION BASED ON THE
FEEDBACK? DO YOU
SHARE WHAT ACTION IS
TAKEN?
When you collect info ensure you share the results, actions & result changes.
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them
is.
3. We already solicit and get plenty of
feedback from users…
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them
is.
3. Taking action and sharing the results of
feedback is just as important as collecting
feedback.
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them
is.
3. Taking action and sharing the results of
feedback is just as important as collecting
feedback.
4. We are already doing everything we can…
@RHARBRIDGE
WE ARE
ALREADY
DOING
EVERYTHING…
We are doing a ton around adoption, there really isn’t anything more we could do.
@RHARBRIDGE
HAVE YOU TRIED
USABILITY TESTING,
CARD SORTING, DIARY
STUDIES, INNOVATION
GAMES AND MORE?
There are always ways to further improve usage, adoption and value realization!
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top
down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them
is.
3. Taking action and sharing the results of
feedback is just as important as collecting
feedback.
4. We are already doing everything we can…
Common Leadership Perceptions vs Reality
1. Beyond leading by example the leadership
team can drive adoption from the top down.
2. Finding and identifying champions isn’t a
challenge. Empowering and engaging them is.
3. Taking action and sharing the results of
feedback is just as important as collecting
feedback.
4. There is always more we can do. More
awareness, more understanding, more
targeting, and more advanced techniques.
Thank You!
Organizers,SponsorsandYouformakingthispossible.
100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
WhenToUseWhatWhitepaper.. WhenToUseWhat.com
ImproveItBook.. ImproveIT.How/Book
Office365SuccessCenter.. Success.Office.Com
Message Me On LinkedIn or Email Richard@2toLead.com
SPEAKER | AUTHOR | SUPER FRIENDLY
Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.
• Built in cooperation with Microsoft’s product team and aligned
with Microsoft’s product roadmap
• Supports Office 365, SharePoint 2013 and SharePoint 2010
• Each version of SharePoint Analytics designed for each specific
version of Microsoft SharePoint
• e.g. SharePoint Analytics for Office 365 designed
specifically for Office 365 to take into consideration that
offerings unique architecture.
• Uniquely delivers detailed user, content, and action level data
and reporting
• Helps drive user adoption and engagement, provides validation
for the investment
• Over 400 Clients
• Extension Partner Ecosystem with Established Microsoft Gold
Partners
92
Webtrends Analytics for SharePoint Overview
Call-to-Action and Panel Discussion
Call-to-Action
• Webtrends SharePoint Analytics Demo
• 2toLead SharePoint Migration Assessment
• 2toLead SharePoint Success As A Service
For More Information
• SharePoint@Webtrends.com
Panel Discussion
93
Jean-Marc Krikorian
Webtrends
Alliances Director
Richard Harbridge
2toLead
CTO and Founderhttp://improveit.how/book
GET YOUR COPY:
@RHARBRIDGE
RESOURCES TO HELP
YOU BE SUCCESSFUL…
These are a few of the resources you should check out.
Get started today with:
 FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack
 Office 365 Success Center: http://success.office.com
 Office 365 Training App: http://aka.ms/officetraining
 Office 365 for Business Learning Center: http://aka.ms/o365learning
 Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork
 Lync 2013 Rollout & Adoption Success Kit http://aka.ms/lyncrask
 Yammer Success Center: https://about.yammer.com/success/
 Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw
 Leverage Popular Use Cases: http://www.discoversharepoint.com/
 Discover SharePoint App: http://aka.ms/dspapp
 OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/
 Office 365 Roadmap: http://office.com/roadmap
@RHARBRIDGE
MORE RESOURCES TO HELP
YOU BE SUCCESSFUL…
These are a few of the resources you should check out.
AvailablePrograms(ApplicabilityVaries):
 CustomerImmersionExperience:http://aka.ms/TryImmersion
TheMicrosoftExperienceCenterprovidesyoua facilitatedhands-onenvironmenttoexperienceMicrosoft’sproductivity
solutionsthroughaseriesofsimulated,everydayscenarios.
 AdoptionOffer(New 150+ Seat): https://deploy.office.com/email-migration-offer
 SoftwareAssuranceDeploymentPlanningServices:https://deploy.office.com/deployment-planning-services
 SoftwareAssuranceTrainingVouchers:https://www.microsoft.com/learning/en-us/software-assurance-benefits.aspx
 OnboardingCenter:https://deploy.office.com/onboarding-center
 100+ PowerPointPresentationsonSlideShare:http://www.SlidesShare.net/RHarbridge
 RichardHarbridge& KanwalKhippleviaLinkedInor2toLead.com
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Driving Office 365 And SharePoint Adoption In The Real World

  • 1. Drive SharePoint Adoption Using Real World Activities & Metrics
  • 2. Poll 1 Question 1: What is the biggest challenge you have with your SharePoint intranet within your organization? • Ensuring security & privacy of content • Getting employees to actually use it • Keeping content up to date & relevant • Measuring & proving the value to the organization 1
  • 3. RICHARD HARBRIDGE My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  • 5. SOMETIMES WHAT WE ARE TOLD ISN’T BASED IN REALITY… Does everyone have the right expectations?
  • 6. Common IT Perception vs Reality 1. People will adopt it on their own…
  • 7. PEOPLE WILL ADOPT IT ON THEIR OWN… Now that we have implemented it correctly we don’t need to do anything else.
  • 8. @RHARBRIDGE POSITIVE CHANGE RARELY HAPPENS WITHOUT HELP… Even when people have the tools, vision, and an understanding of the risks.
  • 9. Common IT Perception vs Reality 1. People will adopt it on their own…
  • 10. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort.
  • 11. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. Driving usage isn’t IT’s problem…
  • 12. DRIVING USAGE ISN’T THE IT GROUP’S PROBLEM… Why would it be IT’s responsibility to drive adoption? Isn’t that a business issue?
  • 13. GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT… Often getting people to use more of the technology is just as important.
  • 14. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. Driving usage isn’t IT’s problem…
  • 15. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value.
  • 16. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can’t track adoption effectively…
  • 17. WE JUST CAN’T TRACK ADOPTION EFFECTIVELY… Adoption is complex and there aren’t good ways to track it right now.
  • 18. BETWEEN OOTB REPORTS AND USAGE DATA & 3RD PARTY TOOLS YOU CAN ABSOLUTELY TRACK IT! SharePoint usage reporting, Office 365 reporting, great tools like Webtrends…
  • 19. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can’t track adoption effectively…
  • 20. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon.
  • 21. Poll 2 Question 2: What would you say is the most important measure of success of your SharePoint environment within your organization? • Volume of document views & downloads (consumption) • Volume and quality of content published • Level of collaboration that occurs between employees • Availability of the service 27
  • 22. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Everyone approaches adoption differently…
  • 23. @RHARBRIDGE Everyone approaches adoption differently and every organization is unique. EVERYONE APPROACHES ADOPTION DIFFERENTLY…
  • 24. @RHARBRIDGE You can (and should) use outside guidance to accelerate and improve adoption! THE KEY STEPS IN APPROACH ARE ALMOST ALWAYS THE SAME…
  • 26. @RHARBRIDGE By creating it together a greater sense of ownership and tailoring is possible. CREATING AN ADOPTION PLAN ALSO DRIVES COMMITMENT AND ACCOUNTABILITY…
  • 27. REAL WORLD ADOPTION ACTIVITIES & MORE… Find great ideas for driving adoption in our latest book http://improveit.how/book
  • 28. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Everyone approaches adoption differently…
  • 29. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan.
  • 30. Poll 3 Question 3: Do you have an Adoption Plan in place for your SharePoint intranet? • No we do not, and have no plans to put one in place within the next 12 months • No, but we have plans to put one in place within the next 12 months • Yes we have an adoption plan in place 36
  • 31. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. All users should be treated equal…
  • 32. We need to support and invest in our users equally. NO USER SHOULD BE PRIORITIZED OVER ANOTHER…
  • 33. Depending on the technology and workload this can be significant. (80/20) SOME USERS ARE MORE IMPACTFUL THAN OTHERS…
  • 34. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. All users should be treated equal…
  • 35. Common IT Perception vs Reality 1. Change won’t happen without help and pro-active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. Invest more in champions and users who are having the biggest impact.
  • 36. Common IT Perception vs Reality 1. Change won’t happen without help and pro- active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. Invest more in champions and users who are having the biggest impact. 6. People will decide how to best use the technology…
  • 37. @RHARBRIDGE PEOPLE WILL FIGURE OUT THE BEST WAYS TO USE THE TECHNOLOGY… Our people will optimize the way they work and the technologies they use.
  • 38. @RHARBRIDGEScenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ● Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ● PROVIDE GUIDANCE ON WHEN TO USE WHAT… People will use what is easy or familiar – even when something better exists.
  • 39. @RHARBRIDGE DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! It goes into much greater depth and can be found at WhenToUseWhat.com
  • 40. Common IT Perception vs Reality 1. Change won’t happen without help and pro- active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. Invest more in champions and users who are having the biggest impact. 6. People will decide how to best use the technology…
  • 41. Common IT Perception vs Reality 1. Change won’t happen without help and pro- active effort. 2. To get value from technology investments usage is needed. More usage = more value. 3. We can track adoption with OOTB, 3rd party tools and more coming soon. 4. Leverage the work of others to implement a proven approach and build a great plan. 5. Invest more in champions and users who are having the biggest impact. 6. We need to both drive and guide users around how to better leverage the technology.
  • 42. Common Individual Perceptions vs Reality 1. If some people don’t adopt it, they just won’t get the benefit – it won’t effect me…
  • 43. @RHARBRIDGE IF OTHER PEOPLE DON’T ADOPT – IT’S NOT GOING TO EFFECT ME… If some people don’t adopt – that’s their problem. They don’t get the benefits.
  • 44. @RHARBRIDGE THIS IS IMPORTANT FOR ALL OF US… The more people use the platform the more value the technology provides.
  • 45. Common Individual Perceptions vs Reality 1. If some people don’t adopt it, they just won’t get the benefit – it won’t effect me…
  • 46. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides.
  • 47. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There is nothing I can do alone…
  • 48. @RHARBRIDGE THERE IS NOTHING I CAN DO… I don’t have authority, influence, budget, or the ability to drive adoption alone.
  • 49. @RHARBRIDGE THERE IS PLENTY YOU CAN DO ALONE… Add links to employee signatures, purposefully omit certain information to drive readers to sites/systems (baited email hooks).
  • 50. Send a link, use external sharing, attach a OneDrive file (OWA+), and more… STOP EMAILING ATTACHMENTS!
  • 51. THEMEETING INVITE COMESTOYOU… Take back your meeting time and make meetings meaningful! What if you responded tentative “love to help and would like to know more”? What if you just IM messaged the meeting originator to clarify?
  • 52. No the answer isn’t always LetMeBingThatForYou (though too often it is)… What if you answered via Yammer? What if you answered with a SharePoint search? IFSOMEONEASKS YOUAQUESTION…
  • 53. Sometimes the most value social can provide is visibility and connection… TRYNARRATING YOURWORK…
  • 54. @RHARBRIDGE REPORT & SHARE WHATEVER YOU CAN… Aggregating reports and sending them to leaders can be good to drive visibility.
  • 55. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There is nothing I can do alone…
  • 56. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There are many things you can do to help inspire, encourage and embrace adoption.
  • 57. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There are many things you can do to help inspire, encourage and embrace adoption. 3. Helping others directly won’t make much of a difference…
  • 58. @RHARBRIDGE HELPING OTHERS AS AN INDIVIDUAL WON’T MAKE MUCH DIFFERENCE… I am only one person and there are plenty of better ways for people to get help.
  • 59. @RHARBRIDGE 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Self-learning is largely ineffective, but currently part of learning process for many Learning via Co-Workers is among the most effective and most used methods These methods are under- utilized (low usage, but have high effectiveness) Percent Using Learning Method vs. Helpfulness YOU HELPING OTHERS IS EXTREMELY EFFECTIVE… Learning via Co-Workers is among the most effective and most used method.
  • 60. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There are many things you can do to help inspire, encourage and embrace adoption. 3. Helping others directly won’t make much of a difference…
  • 61. Common Individual Perceptions vs Reality 1. The more people who use the platform; the more value the technology provides. 2. There are many things you can do to help inspire, encourage and embrace adoption. 3. Helping others by coaching, teaching, or supporting other users is the most used and most effective method of learning.
  • 62. Common Leadership Perceptions vs Reality 1. It’s up to the users, there is nothing the leadership team can do…
  • 63. @RHARBRIDGE IT’S UP TO THE USERS, THERE IS NOTHING LEADERSHIP CAN DO… We know that adoption is driven from a grass roots approach, it’s up to them.
  • 64. @RHARBRIDGE Be proud; you rock superstar Share ideas and docs in OneDrive Look in Search & Delve Ask others for help via Lync Kick email butt with Exchange LEADERSHIP CAN TAKE SIGNIFICANT AND MEANINGFUL ACTION TOO… As a start the leadership team can mandate usage, or remove alternatives.
  • 65. @RHARBRIDGE INCORPORATE INTO NEW HIRE ORIENTATION… Not just the intranet/sites but how to use the tools effectively.
  • 66. @RHARBRIDGE INCORPORATE INTO ANNUAL TRAINING OR SKILLS VALIDATION… Some organizations have mandated one ‘in person’ class by a set date.
  • 67. Common Leadership Perceptions vs Reality 1. It’s up to the users, there is nothing the leadership team can do…
  • 68. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down.
  • 69. Poll 4 Question 4: What department is responsible for ensuring your Intranet is providing value to your employees and your company? • IT • HR • Corporate Communications • Marketing • Other 75
  • 70. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. We can’t find or identify champions in our organization…
  • 71. @RHARBRIDGE WE CAN’T FIND OR IDENTIFY CHAMPIONS IN OUR ORGANISATION… It’s not clear who the champions are, or how to get them engaged.
  • 72. @RHARBRIDGE 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% 55% Self-learning is largely ineffective, but currently part of learning process for many Learning via Co-Workers is among the most effective and most used methods These methods are under- utilized (low usage, but have high effectiveness) Percent Using Learning Method vs. Helpfulness USAGE PATTERNS, SURVEYS, POLLS, INTERVIEWS, CONTESTS/CHALLENGES, AND MORE… There are many ways to uncover and identify champions in your organization.
  • 73. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. We can’t find or identify champions in our organization…
  • 74. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is.
  • 75. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. We already solicit and get plenty of feedback from users…
  • 76. @RHARBRIDGE WE ALREADY GET FEEDBACK FROM OUR USERS… We run polls, surveys and solicit feedback from users all the time.
  • 77. @RHARBRIDGE DO YOU ACTUALLY TAKE ACTION BASED ON THE FEEDBACK? DO YOU SHARE WHAT ACTION IS TAKEN? When you collect info ensure you share the results, actions & result changes.
  • 78. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. We already solicit and get plenty of feedback from users…
  • 79. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. Taking action and sharing the results of feedback is just as important as collecting feedback.
  • 80. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. Taking action and sharing the results of feedback is just as important as collecting feedback. 4. We are already doing everything we can…
  • 81. @RHARBRIDGE WE ARE ALREADY DOING EVERYTHING… We are doing a ton around adoption, there really isn’t anything more we could do.
  • 82. @RHARBRIDGE HAVE YOU TRIED USABILITY TESTING, CARD SORTING, DIARY STUDIES, INNOVATION GAMES AND MORE? There are always ways to further improve usage, adoption and value realization!
  • 83. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. Taking action and sharing the results of feedback is just as important as collecting feedback. 4. We are already doing everything we can…
  • 84. Common Leadership Perceptions vs Reality 1. Beyond leading by example the leadership team can drive adoption from the top down. 2. Finding and identifying champions isn’t a challenge. Empowering and engaging them is. 3. Taking action and sharing the results of feedback is just as important as collecting feedback. 4. There is always more we can do. More awareness, more understanding, more targeting, and more advanced techniques.
  • 85. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge WhenToUseWhatWhitepaper.. WhenToUseWhat.com ImproveItBook.. ImproveIT.How/Book Office365SuccessCenter.. Success.Office.Com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR | SUPER FRIENDLY Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.
  • 86. • Built in cooperation with Microsoft’s product team and aligned with Microsoft’s product roadmap • Supports Office 365, SharePoint 2013 and SharePoint 2010 • Each version of SharePoint Analytics designed for each specific version of Microsoft SharePoint • e.g. SharePoint Analytics for Office 365 designed specifically for Office 365 to take into consideration that offerings unique architecture. • Uniquely delivers detailed user, content, and action level data and reporting • Helps drive user adoption and engagement, provides validation for the investment • Over 400 Clients • Extension Partner Ecosystem with Established Microsoft Gold Partners 92 Webtrends Analytics for SharePoint Overview
  • 87. Call-to-Action and Panel Discussion Call-to-Action • Webtrends SharePoint Analytics Demo • 2toLead SharePoint Migration Assessment • 2toLead SharePoint Success As A Service For More Information • SharePoint@Webtrends.com Panel Discussion 93 Jean-Marc Krikorian Webtrends Alliances Director Richard Harbridge 2toLead CTO and Founderhttp://improveit.how/book GET YOUR COPY:
  • 88. @RHARBRIDGE RESOURCES TO HELP YOU BE SUCCESSFUL… These are a few of the resources you should check out. Get started today with:  FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack  Office 365 Success Center: http://success.office.com  Office 365 Training App: http://aka.ms/officetraining  Office 365 for Business Learning Center: http://aka.ms/o365learning  Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork  Lync 2013 Rollout & Adoption Success Kit http://aka.ms/lyncrask  Yammer Success Center: https://about.yammer.com/success/  Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw  Leverage Popular Use Cases: http://www.discoversharepoint.com/  Discover SharePoint App: http://aka.ms/dspapp  OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/  Office 365 Roadmap: http://office.com/roadmap
  • 89. @RHARBRIDGE MORE RESOURCES TO HELP YOU BE SUCCESSFUL… These are a few of the resources you should check out. AvailablePrograms(ApplicabilityVaries):  CustomerImmersionExperience:http://aka.ms/TryImmersion TheMicrosoftExperienceCenterprovidesyoua facilitatedhands-onenvironmenttoexperienceMicrosoft’sproductivity solutionsthroughaseriesofsimulated,everydayscenarios.  AdoptionOffer(New 150+ Seat): https://deploy.office.com/email-migration-offer  SoftwareAssuranceDeploymentPlanningServices:https://deploy.office.com/deployment-planning-services  SoftwareAssuranceTrainingVouchers:https://www.microsoft.com/learning/en-us/software-assurance-benefits.aspx  OnboardingCenter:https://deploy.office.com/onboarding-center  100+ PowerPointPresentationsonSlideShare:http://www.SlidesShare.net/RHarbridge  RichardHarbridge& KanwalKhippleviaLinkedInor2toLead.com

Editor's Notes

  1. Behavioral change doesn’t happen on its own. We’ve seen the traditiontal ‘if we build, they will come.’ Doctors told heart patients that they will absolutely die in 6 months if they don’t change their habits around lifestyle, diet, and exercise. Those individuals certainly had the motivation, and a sense of urgency. They even had the tools and the vision as well as an understanding of the end state. Yet in this situation only 1 in 7 or 14% could manage to carry out the change on their own. Desire and motivation aren’t enough on their own: even when it’s literally a matter of life or death, the ability to change remains maddeningly elusive. Think about that. If 1 in 7 people with an absolute need to change can’t change, what chance do we have of individuals in our organizations changing how they collaborate or communicate on their own? What are the odds of them adopting Office 365 and new ways of working without our help? The answer? Very low odds indeed. Kegan, R., & Laskow Lahey, L. (2009). Immunity to change. How to overcome it and unlock the potential in yourself and your organization. Boston: Harvard Business Press. ISBN 078796378X. OCLC 44972130 - http://www.amazon.com/Immunity-Change-Potential-Organization-Leadership/dp/1422117367
  2. In your organization has anyone ever suggested that you only use a percentage of the functionality or a percentage of what’s possible with Microsoft Office 365? How about just one technology like Outlook? Do you think you or your users are using most of the functionality that exists in Outlook today? What about SharePoint? Do you use more than 50% of what’s available in SharePoint? Are they using it at all? Its okay if the answer is no, we don’t use all that Office 365 can provide. No, not all of our users are actively using Office 365 yet. No, not only do I not know all of the things you can do with Outlook or SharePoint but our users definitely aren’t aware of what they could do. What’s not okay is to do nothing about it. To not have a plan for helping your users adopt, understand and leverage the full suite of Office 365 available to them. You should do something about it. That’s why white papers like this exist. To help you and your organization improve. Not all of the features and functions in Office 365 are meant for daily and frequent use, but we bet you can think of some that would make a world of difference if your whole organization adopted their use. How much more value could your organization realize if users universally used 20% more of the robust document management features SharePoint provides? Getting more people to use a technology is important. But so is and getting them to use more of the technology.
  3. There is always SOME loss of productivity when implementing new productivity systems that provide new ways for people work. This is ALWAYS the case. It also makes sense when you think about it at an individual user level, at a group level or even at an organizational level. When you introduce new systems you need time to recap the original level of productivity you had before you introduced the change. Then there is a continued productivity gain until the technology’s potential has been exhausted or the organization introduces new change. There is plentiful research on this subject as it’s often called the change curve. Where users go through different states. The goal is to accelerate the change and get to the positive impact and outcomes quicker and to reduce negative consequences that the change can have.
  4. User subscription based licensing: If our customers’ users aren’t using Office 365… why would they continue paying for it? Smarter based on usage: The more people use the platform the more value the technology provides (Delve example). It also helps us build better experiences and target enhancements (in organizations and in Microsoft).
  5. Notice I said leaders – not necessarily site owners etc – this is important. You want the leaders of a site/initiative to know how frequently it’s being used, by what departments/users etc.
  6. Not only introducing the Intranet, but also introducing how to fill out the user profile, or interact with content in various sites.
  7. By adding into the annual training or skills validation process you are showing leadership support and authority around the importance of the new technology or system.