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Beyond The Intranet: Digital Workplace Apps, Solutions & Bots
The document discusses strategies for enhancing intranet experiences through integration with various digital workplace applications and systems, emphasizing the importance of using Microsoft's tools such as Power Platform and Microsoft Teams. It outlines the significance of custom integrations, automation, and targeted content delivery to improve user experience and engagement. Additionally, it underscores the role of analytics, AI, and bots in creating personalized and efficient user interactions within the digital workplace.
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Beyond The Intranet: Digital Workplace Apps, Solutions & Bots
- 1. BEYOND THE INTRANET: DIGITALWORKPLACE APPS, SOLUTIONS & BOTS Presented By: Richard Harbridge (@RHarbridge) #SPFestChi
- 2. RICHARD HARBRIDGE My twitter is@RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
- 3. DOWNLOAD OUR 100+PAGE WHITEPAPER ON INTRANETS WITH OFFICE 365 It goes into much greater depth and can be found at Office365Intranets.com
- 4. CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE 100+pages of Intranet & O365 guidance: http://Office365Intranets.com
- 5. CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE 100+pages of Intranet & O365 guidance: http://Office365Intranets.com
- 6. YOU HAVE ANINCREDIBLE INTRANET… So what’s next? What do most organizations focus on after Release 1?
- 7. RICHER INTEGRATION ISOFTEN NEXT… Making things even better often means integrating your Intranet experience even more with the places people work, and how people work. Extended (Flow, Sync, Etc.) OOTB Based (Links, Connectors, Features, Etc.) Custom High Complexity Low Complexity
- 8. LINK INTEGRATION STILLMATTERS… Example when provisioning spaces connect them based on your IA and provisioning process. Example change Outlook Conversations link to the Team. This is defaulted moving forward. Linking is still a reliable and easy way to integrate.
- 9. APP LAUNCHER INTEGRATIONMATTERS… While many Intranets build out quick access or app launchers this is in O365 already. Whatever we build should compliment this and not look to replace it. Out Of The Box ●
- 10. OOTB INTEGRATION STILLMATTERS… Or consider how Microsoft Teams automatically works with things like SharePoint Intranet News if you use the connector.
- 11. MICROSOFT MOBILE FIRST… Maximizethe investment Microsoft has already made by using their first party mobile applications and ensuring your Intranet and Intranet strategy blends well with these. Out Of The Box ●
- 12. PROJECT CORTEX UNIFIESKNOWLEDGE… Empower people with knowledge and expertise in the apps you use everyday.
- 13. MICROSOFT POWER PLATFORM… Thelow-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications. These are all essential building blocks for going beyond the Intranet. Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent virtual agents Innovation anywhere. Unlocks value everywhere. Common Data Service Data connectors AI BuilderPortals
- 14. AUTOMATION IS IMPORTANT… PowerAutomate (Flow) and the Azure capabilities powering it (Logic Apps, Cognitive Services For Power AI Builder & More) is extremely important.
- 15. TIME TO VALUEFOR INTEGRATION… Arguably this is made much better by improvements in development patterns, as well as a reduction in complexity of deployment/risks.
- 16. TIME TO VALUEFOR INTEGRATION… When people want to see information in one place we would build, buy and implement solutions. IT leads this and the approach takes time. Build Business Case Secure Budget (On Promise Of Value) Analyze Systems, Needs & Approach Design Optimal Solution Build Solution Test Solution (QA & Then Production) Document Deployment Deploy Solution (QA & Then Production) Deliver Value Get Feedback (Often As A Separate Motion) Past
- 17. Full Trust Code Web Parts Features Event Receivers TIME TOVALUE FOR INTEGRATION… Our traditional waterfall model, and model where we build based on server model development takes longer and doesn’t maximize IT effect. Past
- 18. TIME TO VALUEFOR INTEGRATION… We optimize for MVP and iterative improvement today. Accelerating IT’s ability to integrate faster and deliver value sooner. PresentSecure Budget (On Promise Of Immediate Value) Build Business Case
- 19. Client Side Web Parts Cloud Services TIMETO VALUE FOR INTEGRATION… The new model accelerates development considerably as we can deliver more tailored value faster, and often avoid server side delays or complexity. Present
- 20. TIME TO VALUEFOR INTEGRATION… Now it doesn’t just need to be IT who is meeting integration needs. O365 Connectors, Flow, Team Tabs, 3rd Party solutions, all accelerate time to value.
- 21. TIME TO VALUEFOR INTEGRATION… Microsoft Flow allows organizations and individuals to automate workflows that integrate with existing SaaS services and business apps that users rely on today. Present
- 22. TIME TO VALUEFOR INTEGRATION… Now it doesn’t just need to be IT who is meeting integration needs.
- 23. TIME TO VALUEFOR INTEGRATION… Now it doesn’t just need to be IT who is meeting integration needs.
- 24. INTEGRATION CAN BEEASY… By using a simple sync model you can connect systems and reduce clicks, or tie processes/data together. Supported Via 3rd Party
- 25. POWERAPPS INTEGRATION MATTERS… UsingPowerApps combined with Flow can lead to some incredible integrated solutions for the Intranet and Digital Workplace.
- 26. DONATION MATCHING PROGRAM Itcan be easy to connect experiences (apps/forms) with processes and rollups on the Intranet itself. Adding new matched donation numbers in real time as an example.
- 27. 1-DAY HACKATHON FORPOWER PLATFORM… Get started by selecting a targeted department or business unit and do a 1-day focused hackathon to automate and improve a process and integrate it with the Intranet/Digital Workplace.
- 28. GREAT VENDOR TOOLINGHELPS… There are numerous examples of how 3rd Parties integrate and connect your digital workplace into your digital hub (Intranet). Be sure to explore all of them for which are right for you.
- 29. CUSTOM INTEGRATION MATTERS… Youcan always build your own webparts, solutions and controls to make things easier and improve the end user experience. As an example you could bring information into the nav menu.
- 30. CUSTOM INTEGRATION MATTERS… Asanother example you could bring key information into the Intranet via a custom SharePoint Framework webpart on a key page, or across pages via the header or a panel design.
- 31. CUSTOM INTEGRATION MATTERS… Asanother example you could bring key information into the Intranet via a custom SharePoint Framework webpart on a key page, or across pages via the header or a panel design.
- 32. CUSTOM INTEGRATION MATTERS… Oftencustomers might create their own visualization for news, events or activities rolling up within their Intranet. This could also roll up content from other systems in a unified feed. Requires Minor Customization ◑• News and events filter to separate content types. • Color-coded categories with quick filters above newsfeed. • Events receive nearly the same visual treatment as news, but includes the event date icon. • Featured news/events display as a larger card. • Where no visual image is available or required, a colored background is shown.
- 33. BUILD FOR THEDIGITAL WORKPLACE… Modern customizations like SharePoint Framework web parts. If you keep them upgraded then they can be displayed and work just as well in Microsoft Teams. LEARN MORE Announcing the General Availability of SharePoint Framework 1.8
- 34. CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE 100+pages of Intranet & O365 guidance: http://Office365Intranets.com
- 35. CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE 100+pages of Intranet & O365 guidance: http://Office365Intranets.com
- 36. CONNECTED EXPERIENCES AREBETTER… We need a combination of information, how people work, what people want, the answers/info they need, how we can help/automate, and more to define the right experiences for our users.
- 37. NATURAL & BOTASSISTED EXPERIENCES… Bots, by nature, are connected experiences and are based on analytics/information gleaned from multiple sources. They are becoming the norm for how many of us get things done.
- 38. NATURAL & BOTASSISTED EXPERIENCES… There are many ways this is already becoming more integrated in how we work. This year (2019) it is estimated that 40% of enterprises will be actively using chatbots.
- 39. OFFICE 365 ASSISTANT… It’sso ubiquitous that those who manage your Office 365 (Digital Workplace) themselves can leverage a bot to help answer questions and help.
- 40. WHO BOT… You cantry this yourself by using the popular Who bot in Microsoft Teams. Who lets you tap in to organization-wide experts.
- 41. THERE ARE TONSOF BOTS OUT THERE… You can find a bot that supports almost anything, but what about bots in your own organization? That help people do organizational specific actions/tasks?
- 42. REAL WORLD EXPERIENCE… Inthe real world for organizations of 100,000 employees an HR bot is a difficult project. It needs to be highly accurate, work across languages and regions, and much more. Time It may take months/years. Content Usable content takes effort. Priority Can deliver value throughout evolution.
- 43. MICROSOFT POWER PLATFORM… Thelow-code platform that spans Office 365, Azure, Dynamics 365, and standalone applications. These are all essential building blocks for going beyond the Intranet. Power BI Business analytics Power Apps Application development Power Automate Process automation Power Virtual Agents Intelligent virtual agents Innovation anywhere. Unlocks value everywhere. Common Data Service Data connectors AI BuilderPortals
- 44. REMEMBER POWER AUTOMATE(FLOW)? Power Automate and the Azure capability powering it (Logic Apps) is extremely important.
- 45. HOW CAN WEGET STARTED? How about tackling a low risk and easy to create QnA support bot for an existing community?
- 46. IDENTIFY A GROUP/COMMUNITY… Fromsupporting new employees getting onboarded to ensuring common HR questions are handled, identify your key community. This example is a Yammer one.
- 47. BUILD YOUR KNOWLEDGEBASE… Whether you are sourcing content from an existing list or building it from scratch, its fairly easy to build a KB using QnA Maker - https://www.qnamaker.ai
- 48. FLOW TO ANSWERTOP QNA… Build a simple Microsoft Flow that answers questions based on confidence.
- 49. APPROVAL… If the confidenceis lower than X% (70% in this example) then we can email an identified expert and have them approve (confirm) or decline and provide the correct answer.
- 50. THE RESULTS… This resultsin both the system learning the answer and the answer being shared with the requestor. It helps these experts maximize their time so that they don’t answer the same questions again. Question Submitted Question Identified Check If It Looks To Be In QnA Send To Expert (Easy Approval) Post QnA Answer Or Expert Answer Update QnA Depending on the community size, the volume of requests and the number of QnAs this may cost $0 dollars for the Azure services, the O365 licensing (Yammer is free), and significantly improves future digital assistants by adding content to a credible and excellent QnA engine.
- 51. MICROSOFT HAS AIBUILDER… AI Builder is meant to make many of the typical AI services we leverage in Azure more accessible. This works with Microsoft Flow, PowerApps and more.
- 52. MICROSOFT HAS AIBUILDER… AI Builder is meant to make many of the typical AI services we leverage in Azure more accessible. This works with Microsoft Flow, PowerApps and more.
- 53. MICROSOFT HAS POWERVIRTUAL AGENTS… Easily test and maintain bots with a graphical interface. Recognize, extract and act on common entities in a user’s response. Remember user responses to use as variables.
- 54. MICROSOFT HAS POWERVIRTUAL AGENTS… It can also learn quickly by extracting topics, questions and more from existing websites.
- 55. MICROSOFT HAS POWERVIRTUAL AGENTS… The bot doesn’t follow the dialog script blindly. It intelligently uses all the information it has to decide when to ask a question and when to skip them.
- 56. MICROSOFT HAS POWERVIRTUAL AGENTS… It makes it easy to deploy to multiple channels, or demo sites with a single click. This brings Intranet content, insights, and connections to the places people are.
- 57. MICROSOFT HAS POWERVIRTUAL AGENTS… Easily see what’s working, what to improve, how specific topics are performing, which conversations are going to human agents and more to see what to teach the bot next.
- 58. MICROSOFT HAS POWERVIRTUAL AGENTS… Bot authors can convert any existing bot into a Skill and seamlessly trigger actions embedded in it through our no-code designer. This is an enormous opportunity to improve/connect experiences.
- 59. BUILT ON THEPOWER PLATFORM AND AZURE… Organizations are investing in bots now. They connect many processes and systems just like the Intranet often does.
- 60. CONNECTED EXPERIENCES MATTER… Thereare tons of ways and reasons to use bots. What will you use them for?
- 61. CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE 100+pages of Intranet & O365 guidance: http://Office365Intranets.com
- 62. 100+ pages ofIntranet & O365 guidance: http://Office365Intranets.com CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE
- 63. PERSONALIZATION MATTERS… It’s onething to have great integration and a connected experience. It’s another to ensure it resonates and helps people connect with each other and what matters.
- 64. TARGETED ROLLUPS &NEWS… Content can be targeted to the current user and with more properties like region we can do even more targeted roll ups and content control to improve the user experience. Out Of The Box●
- 65. TARGETED ROLLUPS &NEWS… Sometimes the capabilities built in aren’t quite enough (or may be years away from meeting your needs) so it might make sense to add your own web part and targeting/personalization capabilities. Requires Customization ◔
- 66. SEARCH BASED NAVIGATION… Whilestructured and managed navigation is still valid in today’s world it is also important to improve navigation with powerful capabilities like search. Bring the power of SharePoint Home and that dynamic personalized navigation into the global/top nav experience. Requires Customization ◔
- 67. PERSONALIZED CONTENT NAVIGATION… Navigationdoesn’t need to be limited to top level links, or simple UI layouts. In this example we bring key content for the user (targeted) to them in the navigation menu itself. Consider bringing targeted documents and content to the user inside the navigation experience. Requires Customization ◔
- 68. WHAT ABOUT PEOPLE? Wetalked about connecting people to content. Earlier we talked about how to connect people to process (*experience and applications/systems). How do we connect people to people? People ProcessContent
- 69. PROFILES ARE CRITICAL… Notonly do they help people find important content, connect with peers and more.
- 70. PROFILES ARE CRITICAL… Theyalso show up everywhere a user reference/name does via the people cards. Across multiple applications and systems as well (throughout your digital workplace).
- 71. WE CAN CONNECTFURTHER… By users filling out their profile information and connecting with LinkedIn they can share more about themselves to improve the quality of people reaching out or knowing who they are. Out Of The Box●
- 72. WE CAN CONNECTFURTHER… By users filling out their profile information and connecting with LinkedIn they can share more about themselves to improve the quality of people reaching out or knowing who they are. Out Of The Box●
- 73. CONNECTING PEOPLE VIAANALYTICS… The more we work digitally the more what we do is captured. With AI improvements we can better understand how to work better, smarter, and more optimally.
- 74. CONNECTING PEOPLE VIAANALYTICS… The more we work digitally the more what we do is captured. With AI improvements we can better understand how to work better, smarter, and more optimally.
- 75. 100+ pages ofIntranet & O365 guidance: http://Office365Intranets.com CONNECTING... APPLICATIONS & SYSTEMS EXPERIENCES PEOPLE
- 76. DIGITAL WORKPLACE PLANNING… Intranets? Extranets? DepartmentalPortals? Functional Areas? Project Group Sites? Team Group Sites? Enterprise Social Network? Document Management? Records Management? And much much more…. Intranet planning is a small part of your broader digital workplace planning, but you need to plan beyond release 1 of your Intranet. Start planning and implementing improvements now.
- 77. Thank You! Sponsors&YouForMakingThisPossible… 200+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 600+PagesOfWhitepapersAt..2toLead.com/Whitepapers WhenToUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.
Editor's Notes
- #3 Richard Harbridge is the Chief Technology Officer and an owner at 2toLead. Richard works as a trusted advisor with hundreds of organizations, helping them understand their current needs, their Soon needs, and what actions they should take in order to grow and achieve their bold ambitions. Richard remains hands on in his work and has led, architected, and implemented hundreds of business and technology solutions that have helped organizations transform both digitally and organizationally. Richard has a passion for helping organizations achieve more; whether it is helping an organization build beautiful websites to support great content and social strategy, or helping an organization leverage emerging cloud and mobile technology to better service their members or the communities that they serve. Richard is an author and an internationally recognized expert in Microsoft technology, marketing and professional services. As a sought-after speaker, Richard has often had the opportunity to share his insights, experiences, and advice around branding, partner management, social networking, collaboration, ROI, technology/process adoption, and business development at numerous industry events in around the globe. When not speaking at industry events, Richard works with Microsoft, partners, and customers as an advisor around business and technology, and serves on multiple committees, leads user groups, and is a Board Member of the Microsoft Community Leadership Board.
- #58 Simple, graphical bot creation Easily test and maintain bots through a simple, easy to use graphical interface Extract information from user responses Recognize, extract, and act on common entities in a user’s responses. For example, colors, currencies, ages, dates and times. Or create your own custom entities, e.g. model numbers Remember user responses Store user information for use later in variables and use them to branch or create personalized conversations
- #59 Learn from your website Just point the bot to your website, and it will extract common questions, FAQs and pre-build topics for you – so you can be up and running in minutes - out of the box.