The document discusses the creation of no-code collaboration solutions using Office 365 for small and medium businesses. It describes a specific case involving a small health practice that implemented an efficient management system for patients and appointments without requiring dedicated IT infrastructure. Key features highlighted include customizable tools, efficient appointment scheduling, and the use of Office 365 services to enhance collaboration and data management.

1. Building No-Code Collaboration
Solutions on Office 365
Dragan Panjkov
MVP
K2 Northern Europe
www.dragan-panjkov.com

2. Agenda
• Using Office 365 services in collaboration scenario for small and
medium businesses
• Basic to intermediate scenarios which don't require any custom
development nor 3rd party tools.
• Examples and demos that will be shown are based on presenter's
personal experience with some of his recent implementations.

3. Dragan Panjkov
• Microsoft MVP – Office 365
• Working with SharePoint since 2007
• Speaking at community events since 2008
• Speaking at conferences since 2009
• Consultant at K2 NE (www.k2.com)
• Previously: PlanB.; Microsoft; Lanaco
• Website and blog: www.dragan-panjkov.com

4. Business case
• Small health practice
• Fast and efficient way of managing patient, examination and
appointments
• No dedicated IT people
• No dedicated in-house infrastructure
• Minimize up-front costs
• Average skillset (no real power-users)
• Timeline: Dec 2014 – Jan 2015

5. Proposed solution
• Office 365 Business Premium (w/ Office 365 client applications)
• Using Office 365 Sites (fmr. SharePoint Online)
• Customized OOTB artefacts
• No custom coding

6. Appointment schedule
• OOTB Calendar List
• Multiple views for different appointment types
• Added “Today” view to home page

7. Patient information
• OOTB Contact List
• Taxonomy field (Patient Name)
• Customized address format to match client needs

8. Examination findings
• Office OpenXML document format
• Custom Content Types
• Custom Document Template
• Document Information Panel integration
• Populate metadata from Office client application (QuickParts)

9. Examination data
• OOTB Document Library
• Custom Views
• Grouping by patient name
• Easy to see patient history (previous examinations)
• Custom Content Types
• examination findings
• lab results

10. Other Office 365 features used
• Skype for Business – fast and secure information exchange
• Office Online – fast access to previously entered data
• Site Search – quickly find data about patient and examination from
any part of the solution

11. Demo
• Putting it all together

12. Office 365 Highlights
• Fast adoption even without real training
• Dynamic license assignment – responding to business needs
• Minimal up-front investment in infrastructure and maintenance

13. Resources
• www.office.com
• support.office.com
• https://support.office.com/en-us/article/Create-change-or-delete-a-
view-of-a-list-or-library-27ae65b8-bc5b-4949-b29b-4ee87144a9c9
• https://support.office.com/en-us/article/Introduction-to-managed-
metadata-a180fa28-6405-4679-9ec3-81d2028c4efc
• http://en.share-gate.com/blog/quick-tip-combining-word-and-
metadata-through-quick-parts
• http://nubo.eu/office365/scappelletti/document-template/