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Leading Your Firm To Success With SharePoint & Office 365 - ILTASPS

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Richard Harbridge will share first-hand experience and advice on the practical application of Microsoft’s cloud technology. Learn what’s changed and why you should use O365 in the future, how best to integrate and leverage your existing investments in technologies and usage patterns, and how these technologies provide significant business value in legal departments and law firms today. What are successful organizations doing to maximize the effects of SharePoint and Office 365? Find out during this eye-opening keynote!

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Leading Your Firm To Success With SharePoint & Office 365 - ILTASPS

  1. 1. @RHARBRIDGE
  2. 2. WE GO FROM THIS AT HOME… Our personal lives full of rich technology experiences.
  3. 3. TO THIS AT WORK… Frustration in the office at promise of IT unfulfilled or not fully realized.
  4. 4. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  5. 5. So what are the five (5) technology and industry trends that are having the biggest impact on professional services I.T.? PEOPLE DRIVE PROFESSIONAL SERVICES…
  6. 6. 1. PEOPLE WORK ANYWHERE, AT ANYTIME & ON ANY DEVICE… Flexible work is prevalent – rethink your definition of a mobile worker. But how do we do this securely?
  7. 7. Enterprises know that endpoint security is not enough, especially as organizations exploit more cloud-based services. We are all moving to active defense—risk-based approaches to security management, analytics-driven event detection, and reflex-like incident response. 2. SECURITY IS BECOMING ADAPTIVE TO PROTECT PEOPLE & THEIR WORK…
  8. 8. While the digital assistant is the most obvious, consider how machine learning powered experiences and recommendations from technology influence us. 3. TECHNOLOGY IS MORE INTELLIGENTLY EMPOWERING PEOPLE…
  9. 9. We work across functional areas and leverage increased connectivity where people support one another in more dynamic cross functional teams. 4. PEOPLE WORK WITH LESS BORDERS INTERNALLY…
  10. 10. We work with more partners and clients today than ever before. While we are more engaged, interactive and collaborative. http://Office365Extranets.com 5. PEOPLE WORK WITH LESS BORDERS EXTERNALLY… Global Legal Process Outsourcing (LPO) market by service, 2012 – 2020, (USD Million) Grand View Research (2014) Customers expect near real time access to progress and more interaction…
  11. 11. Where business strategies once drove companies to explore new technology, we’re now seeing technology fuel business strategies. TECHNOLOGY FUELING BUSINESS STRATEGIES… 1. People Work Anywhere, At Anytime, & On Any Device… 2. Security Is Becoming Adaptive To Protect People & Their Work… 4. People Work With Less Borders Internally… 5. People Work With Less Borders Externally… 3. Technology Is More Intelligently Empowering People…
  12. 12. THE CLOUD ENABLES US TO KEEP PACE WITH INDUSTRY TRENDS… Continually improving experiences, continuous rollout of new capabilities, continued integration with more technologies, and much more…
  13. 13. GETTING CLOSER TO THE CLOUD WILL HELP… It is more challenging to meet modern expectations on legacy technology.
  14. 14. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  15. 15. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  16. 16. WHAT DOES YOUR TECHNOLOGY RADAR LOOK LIKE? What if we look at our own organizations technology radar? Inspired by StepTwo’s Digital Workplace Radar Landed (Now to 6 Months) Circling (6-24 Months+) In Flight (Future)
  17. 17. Getting AD Integrated Exchange Migration Outlook & Office Migration (Pro Plus) Skype For Business Intranet Social (Yammer) Extranet OneDrive For Business SharePoint For Document ManagementTeam Site Deployment WHAT DOES YOUR TECHNOLOGY RADAR LOOK LIKE? Every organization’s journey is a little different, but often follow a similar path to getting more out of Office 365. Mandatory Popular Situational Strategic Few Trust The Cloud
  18. 18. Single Sign On Office 2016 Video Conferencing Intranet Social Intranet Extranet Integrated Digital Workplace WHAT DOES YOUR TECHNOLOGY RADAR LOOK LIKE? So determine what your technology radar might look like. What is landing now and what might be landing further out? Integrated Voice Conferencing Surface Hubs In Boardrooms Holoportation (HoloLens)
  19. 19. Getting AD Integrated Exchange Migration Outlook & Office Migration (Pro Plus) Skype For Business Intranet Social (Yammer) Extranet OneDrive For Business SharePoint For Document ManagementTeam Site Deployment Trust The Cloud For each business solution you will need to understand and map the technology. Let’s go through an example with just an Office 365 Intranet. YOU MUST ALSO UNDERSTAND THE TECHNOLOGY…
  20. 20. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com News Keeps employees informed by targeted, easy to publish articles. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Leadership Messaging Amplifies reach and impact of leader communications. Shared Stories Giving employees a voice and way to share with the organization. Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device. Events Shared calendar experiences to stay up to date on corporate and divisional events. Enabling Recognition Foster a greater collaborative culture with peer to peer praise. Enterprise Social Integrate and enhance from commenting to interactive polls. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Video Storage, conversion and optimized playback of video. Photos Providing rich galleries. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences. People Spotlights Celebrating talent/connecting people within the organization.
  21. 21. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search.
  22. 22. THE NEW SHAREPOINT HOME EXPERIENCE… A common need is a site directory. In Office 365 not only is this available, but it is being updated with features like activity roll ups, and quick follow/share options. Flexible Navigation Powered by metadata, site structure or search.
  23. 23. SITE PROVISIONING… In Office 365 you will want to invest in developing a site life cycle wizard (for site provisioning, classification and management). Flexible Navigation Powered by metadata, site structure or search. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more.
  24. 24. INCORPORATE THE SUITE BAR (AND DON’T MODIFY IT)…. Design to take full advantage of the platform. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps.
  25. 25. APP LAUNCHER & SINGLE SIGN ON EXPERIENCE… While many Intranets build out quick access this is in O365 already. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps.
  26. 26. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage.
  27. 27. BRINGING ANALYTICS TO THE FOREFRONT… We need to implement the Intranet in a way that doesn’t just empower leaders with analytics/insights but empowers everyone. Actionable Analytics Provide actionable insights based on usage.
  28. 28. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences.
  29. 29. LEVERAGE SHAREPOINT SEARCH… Whether you are using it as is OOTB or in a hybrid configuration you have a powerful ready to go search experience integrated throughout Office 365. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. People Search Intuitive, intelligent and modern people search experiences.
  30. 30. LEVERAGE RICH & INTERACTIVE PROFILE PAGES… Anywhere a person is referenced a beautiful interactive profile that constantly has new features is only one click away. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. People Search Intuitive, intelligent and modern people search experiences.
  31. 31. SEARCH WHERE YOU ARE… We can personalize, tailor and improve search by embedding it with reach as you type results in context within the navigation or other key components. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. People Search Intuitive, intelligent and modern people search experiences.
  32. 32. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com News Keeps employees informed by targeted, easy to publish articles. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Leadership Messaging Amplifies reach and impact of leader communications. Events Shared calendar experiences to stay up to date on corporate and divisional events. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences. People Spotlights Celebrating talent/connecting people within the organization.
  33. 33. DESIGN TO INTEGRATE WITH OFFICE 365… When designing news, leadership or even events pages we can take advantage of new and improved authoring experiences. News Keeps employees informed by targeted, easy to publish articles. Leadership Messaging Amplifies reach and impact of leader communications. Events Shared calendar experiences to stay up to date on corporate and divisional events.
  34. 34. DESIGN TO INTEGRATE WITH OFFICE 365… Microsoft is improving the news experience in SharePoint and Office 365. News Keeps employees informed by targeted, easy to publish articles. Leadership Messaging Amplifies reach and impact of leader communications. Events Shared calendar experiences to stay up to date on corporate and divisional events.
  35. 35. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com News Keeps employees informed by targeted, easy to publish articles. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Leadership Messaging Amplifies reach and impact of leader communications. Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device. Events Shared calendar experiences to stay up to date on corporate and divisional events. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences. People Spotlights Celebrating talent/connecting people within the organization.
  36. 36. RESPONSIVE DESIGN… Responsive design is a default requirement. Every Intranet should be responsive by design. We always implement responsive design in all of our projects. Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device.
  37. 37. INTRANET IN YOUR POCKET… Your Intranet is responsive by design, but what if you could also enable better site experiences on mobile devices. What if you could design for the user? Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device.
  38. 38. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com News Keeps employees informed by targeted, easy to publish articles. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Leadership Messaging Amplifies reach and impact of leader communications. Shared Stories Giving employees a voice and way to share with the organization. Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device. Events Shared calendar experiences to stay up to date on corporate and divisional events. Enabling Recognition Foster a greater collaborative culture with peer to peer praise. Enterprise Social Integrate and enhance from commenting to interactive polls. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences. People Spotlights Celebrating talent/connecting people within the organization.
  39. 39. ENTERPRISE SOCIAL… Enterprise social can be integrated into the Intranet experience. This is even more compelling when based on world class platforms like Yammer. Enterprise Social Integrate and enhance from commenting to interactive polls.
  40. 40. ENTERPRISE SOCIAL… Adding the embed to sites isn’t done automatically, and managing memberships across SharePoint and Yammer can be a pain. Great development opportunity. Enterprise Social Integrate and enhance from commenting to interactive polls.
  41. 41. ENABLING NEW PRAISE EXPERIENCES… This is a good example of something else that you shouldn’t spend money on as there are great ways to do this today and new ways coming soon. Enabling Recognition Foster a greater collaborative culture with peer to peer praise.
  42. 42. INTRANET PLANNING… Over 70 pages of Intranet & O365 guidance at http://Office365Intranets.com News Keeps employees informed by targeted, easy to publish articles. Tools & Quick Access Accessible and rapid access with single sign on to key tools/apps. Leadership Messaging Amplifies reach and impact of leader communications. Shared Stories Giving employees a voice and way to share with the organization. Mobile Experience Provides the Intranet to employees anywhere at anytime, and on any device. Events Shared calendar experiences to stay up to date on corporate and divisional events. Enabling Recognition Foster a greater collaborative culture with peer to peer praise. Enterprise Social Integrate and enhance from commenting to interactive polls. Intranet Search Powerful full text search available across the entire Intranet and in specific collections. Video Storage, conversion and optimized playback of video. Photos Providing rich galleries. Information Architecture Foundational for the Intranet and ECM and includes site, file, and sensitive data classification, planning and defining audiences, site templates, page templates, content types and much more. Flexible Navigation Powered by metadata, site structure or search. Actionable Analytics Provide actionable insights based on usage. People Search Intuitive, intelligent and modern people search experiences. People Spotlights Celebrating talent/connecting people within the organization.
  43. 43. ENABLING NEW VIDEO EXPERIENCES… Ready to go portal experiences like Office Video are easy to enable and embrace. All included in Office 365. Video Storage, conversion and optimized playback of video.
  44. 44. ENABLING NEW VIDEO EXPERIENCES… From inserting and offline viewing, to subtitles and captions, these Office Video experiences are always undergoing constant innovation and greater integration. Video Storage, conversion and optimized playback of video.
  45. 45. Getting AD Integrated Exchange Migration Outlook & Office Migration (Pro Plus) Skype For Business Intranet Social (Yammer) Extranet OneDrive For Business SharePoint For Document ManagementTeam Site Deployment Trust The Cloud So plan out a strategy for each technology and understand when and how you will embrace Office 365 capabilities. THAT WAS ONLY ONE OF MANY SOLUTIONS POWERED BY O365…
  46. 46. Each workload has considerable planning just to enable that workload effectively. Integration Planning Business Process Analysis & Improvement Planning Education, Training & Adoption Planning Enteprise Social Integration Planning Security Planning Site Provisioning & Review Process Planning Search Planning Information Architecture Planning Project & Task Planning Team & Group Collaboration Planning Intranet Planning & Design Technology Strategy SharePoint Online Getting the most out of SharePoint Online requires successfully tackling key planning activities from the bottom up. YammerOneDrive For Business Skype For BusinessOffice Delve THERE IS A LOT OF PLANNING INVOLVED…
  47. 47. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  48. 48. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  49. 49. PLANNING FOR ADOPTION… We need to invest in key areas to enable and accelerate adoption.
  50. 50. Adoption Campaigns PLANNING FOR ADOPTION… We need to invest in key areas to enable and accelerate adoption.
  51. 51. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  52. 52. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  53. 53. PLANNING FOR TIPS… When each day’s Yammer tip is posted by a member of the tip team it ensures that these tips come from different users which gets more people involved.
  54. 54. PLANNING FOR CHALLENGES… Each week (or along with the tips) we need to create clear action items or Challenges that users can accomplish to put what they learned in practice.
  55. 55. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  56. 56. PLANNING FOR CONTESTS… The goal of each contest is to get the users to take an action (upload a profile picture, download a mobile app, etc.) and those actions should be connected to a tip or tips that had been shared (explaining how to do the action and its value).
  57. 57. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  58. 58. PLANNING FOR TRAINING… Since you are already doing a time boxed campaign consider providing targeted training sessions that are hands on and participatory. Even if you are performing training remotely if the group is small enough you can create exercises and track completion.
  59. 59. PLANNING FOR ADOPTION… Developing a roadmap for adoption where we plan activities before launch, during launch and after launch is important. Plan and execute campaigns!
  60. 60. PLANNING FOR COMMUNICATION… Define a comprehensive communication plan along with the messaging for key Email, Intranet posts, Yammer posts or communication for the campaign.
  61. 61. PLANNING FOR MEASUREMENT… With each campaign clear reporting should be identified to track success of the Campaign. This reporting will also include baseline measurements as needed.
  62. 62. Adoption Campaigns PLANNING FOR ADOPTION… We need to invest in key areas to enable and accelerate adoption.
  63. 63. PLANNING FOR ADOPTION… We need to invest in key areas to enable and accelerate adoption. Governance Policies & Guidance
  64. 64. EVALUATE YOUR POLICY AND GUIDANCE READINESS… There are many policies and guidance materials that should exist and be in use for Office 365 or a modern digital workplace strategy to be effective.
  65. 65. Scenarios 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 ◑ ◔ ● ● ●Share guidance on when to use what – when SharePoint or the Intranet should be used and when the enterprise social network might be better, etc. WANT MORE GUIDANCE?
  66. 66. 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
  67. 67. NEW CAPABILITIES MUST BE INTRODUCED… In context walk-throughs and tips/guides can really help! If you want more Control or don’t want to wait for Microsoft you can do this with WalkMe today.
  68. 68. PLANNING FOR ADOPTION… We need to invest in key areas to enable and accelerate adoption. Governance Policies & Guidance Adoption Campaigns
  69. 69. Awareness Of Key Industry Trends LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Comprehensive Technology Strategy Driving Successful Adoption
  70. 70. LEADINGYOURFIRMTOSUCCESS WITH SHAREPOINT ANDOFFICE365REQUIRES… Driving Successful Adoption Comprehensive Technology Strategy Awareness Of Key Industry Trends
  71. 71. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge WhenToUseWhatWhitepaper.. WhenToUseWhat.com IntranetsonO365Whitepaper.. Office365Intranets.com ExternalSharingWhitepaper.. Office365Extranets.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.

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