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Designing and Implementing Microsoft 365 Adoption Centre - M365 Philly Virtual 2020
The document details Chirag Patel's presentation at the M365 Philly virtual event, focusing on the design and implementation of a Microsoft 365 adoption center for a renewable energy company with 2500 users across 10 countries. It outlines the benefits of Microsoft 365, including improved collaboration, document management, and internal communication while providing a roadmap for training, champion development, and feature management. Additionally, the presentation emphasizes strategies for effective adoption and measuring success using metrics like user engagement and training participation.
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Designing and Implementing Microsoft 365 Adoption Centre - M365 Philly Virtual 2020
- 1. M365 Philly Virtual SPSPhilly July21-23, 2020 www.spsevents.org/event/philly2020 Chirag Patel @techChirag Designing and Implementing Microsoft 365 Adoption Centre
- 2. M365 Philly Virtual SPSPhilly July21-23, 2020 www.spsevents.org/event/philly2020 Sponsored By:
- 3. Chirag Patel Development DBA, SharePointAdministrator 2001 SharePoint& BPOS Consultant 2012 Independent SharePoint & Office 365 Consultant 2014 MicrosoftTeams, Power Platform 2018 Microsoft 365 2019
- 4. Community Speaker Chirag Patel @techChirag UK2011-2014 #spsuk EMEA 2011 #spsemea India 2012 #spsindia Belgium 2016, 2017 #spsbe Cambridge 2017 #spscambs Paris 2015 #spsparis Madrid 2016 #spsmad Barcelona 2017 #spsbcn London 2015-2017, 2019 #spslondon Leicester 2019 #spsleicester www.techChirag.com
- 5. SESSION OVERVIEW Organisationoverview What and Why Microsoft 365? Users and Champions Communication Activities Training solution Keeping up with Microsoft 365 Targets and Metrics
- 6. REAL WORLD ORGANISATIONPROFILE Renewable Energy Company 2500 users 10 countries (From USA to Australia) Projects is what we do!
- 7. WHY MICROSOFT 365? Weare a small and medium-sized business, we need to become truly global We need to encourage collaboration and manage content securely We need to increase efficiency and productivity We need to reduce the use of third-party tools and services
- 8. WHAT IS MICROSOFT365? Desktop Apps Word, Excel, PowerPoint, and more Online Services Exchange, OneDrive, Skype, SharePoint, Microsoft Teams Business Apps Microsoft Bookings, Outlook Customer manager Everything in Windows 10 Pro Plus… Windows Defender Security Controls Windows Autopilot Automatic Microsoft 365 apps deployment App protection for mobile apps Device Management for Windows 10 PCs Selective wipe of company data
- 9. SO AGAIN…WHY MICROSOFT365? Internal Communication SharePoint Communication Sites Yammer Communities Microsoft Stream Internal Collaboration SharePoint Team Sites Microsoft Teams OneDrive Planner Microsoft Stream Document Management File shares Migrations Contracts & Agreements Projects Operations External Collaboration Microsoft Teams SharePoint Sites OneDrive Azure B2B Chat / Enterprise Conversations Yammer Microsoft Teams Outlook Group Conversations Project Management SharePoint Lists Planner Project for the web Project Online Business Applications Forms Power Apps Power Automate Power BI Connectors https://www.microsoft.com/en-us/microsoft-365/products-apps-services
- 10. WHAT’S IN ITFOR ME? Change manager Technical user Business user Manager Field worker Phase 1: Understanding culture and discovering scenarios, use cases Phase 2: Intranet, Collaboration (SharePoint and Yammer), later Microsoft Teams Phase 3: Document Management Phase 4: Business Applications (Power Platform)
- 11. BUILDING CHAMPIONS NETWORK Runningthe program • Established 20 Business Champions (including testers) • Setup a Teams workspace and build plans • Post M365 resources and training materials, etc. • Weekly meeting (AP, EMEA, Australia) Project updates Show and tell functionality Eyes and ears of business Building FAQs • Share training previews to Champions • Champions training • Create the enthusiasm that grows adoption of improved ways of working. • Build a circle of influence amongst their teams. • Bring the new ways of working to life across teams. • Identify business challenges and possible solutions. • Provide feedback to the project team and sponsors. Champions help to:
- 12. SCENARIO EXAMPLES Current ScenarioMS Teams Scenario Benefits Email excel attachments to capture regional numbers Post agenda and excel file to capture data from regions and @mention people for attention • Reduction of emails • No version management required Disparate ways of working on agreement documents Bringing the team together to co- author documents • One version of file • Always contain the latest changes Meeting notes & actions sent to team members late in the day via email Create notes in Team notebook (OneNote) and assign action items from Planner • Meeting notes available immediately • Better transparency to keep track of actions Instruction manuals created in Word/Powerpoint and sent to joiners Upload short guide videos in Stream and share how-tos to team • Reduced effort in producing documents with screen shots
- 13. COMMUNICATION PLAN ANDACTIVITIES Countdown email and intranet campaigns Programme Launch Skype to Teams upgrade notice Launch day PGLS (Post Go-Live Support) and surveys Specialist knowledge based event sessions week Customer story and demo 3 repeat session delivery Complimentary article Poster and email campaigns Teams clinic – AMA (Ask Me Anything) Lunch and Learn sessions
- 14. BUILDING MICROSOFT 365ADOPTION CENTRE • Help and support SharePoint website linking to Microsoft training and support pages and videos • Built on Microsoft 365 Learning Pathways (SharePoint) solution On-demand, custom training from Microsoft Customisable Learning Experience Build a custom playlist • Keeping up to date with Teams new features https://docs.microsoft.com/en-us/office365/customlearning/
- 15. BUILDING MICROSOFT 365ADOPTION CENTRE Configured to include our content: • Application Information Sheets • Success Stories • Login and Mobile App Instructions • Example Scenarios • SharePoint Site Design Planning Guide • Teams and Site Owner Responsibilities • Microsoft 365 Usage Guide • Marketing knowledge events sessions and calendar invites
- 16. OFFICE WHAT’S NEWMANAGEMENT
- 17. KEEPING UP WITHMICROSOFT 365 LANDSCAPE • For significant updates, follow the Microsoft 365 Roadmap • As an update gets closer to rolling out, it is communicated through your Microsoft 365 Message centre. • A good practice is to: Leave the majority of users in Standard release IT Pros and power users in Targeted release to evaluate new features and prepare teams to support business users and executives.
- 18. HANDLING MICROSOFT 365FEATURE REQUESTS Business requirement Initial review Suitable for Microsoft 365 • Business case • Budget approval • Third-party solution available Architecture review Review options Decision
- 19. LEARNING PATH FORMICROSOFT 365 ENTERPRISE ADMINISTRATOR Key Optional Path Required Path Skills and knowledge verified Certification ExamOne certification required Start here Microsoft 365 Certified: Modern Desktop Administrator Associate OR Microsoft 365 Certified: Teamwork Administrator Associate OR Microsoft 365 Certified: Messaging Administrator Associate OR Microsoft 365 Certified: Security Administrator Associate OR MCSE Productivity Solutions Expert Online courses and instructor-led training available to support learning Microsoft 365 services User identity and roles Access and authentication Office 365 workloads and applications MS-100: Microsoft 365 Identity and Services Modern device services Microsoft 365 security and threat management Microsoft 365 governance and compliance MS-101: Microsoft 365 Mobility and Security Microsoft 365 Certified: Enterprise Administrator Expert Microsoft 365 Certified: Teams Administrator Associate OR
- 20. TARGETS AND METRICS Number of Logins to Microsoft 365 Delve Profile updates and completions Knowledge-based events: • Video views: Introduction, OneDrive vs SharePoint, Collaborating with Microsoft Teams, Managing your personal productivity • Attendance figures • Drop-in visits Microsoft 365 Reports usage and analytics on various online services https://docs.microsoft.com/en-us/microsoft-365/admin/usage-analytics/usage-analytics?view=o365-worldwide
- 21. FURTHER RESOURCES https://Adoption.Microsoft.com 1. Get Started 2. Engage Your Org 3. Train Your Org 4. Build Champions 5. Secure Your Environment
- 22. M365 Philly Virtual SPSPhilly www.spsevents.org/event/philly2020 M365Philly Virtual - Event Feedback https://bit.ly/3haA4O6 M365 Philly Virtual – Speaker Feedback https://bit.ly/3hhUogM https://techchirag.com
Editor's Notes
- #5 https://techchirag.com https://twitter.com/techchirag https://www.linkedin.com/in/techchirag https://www.slideshare.net/techchirag https://www.youtube.com/playlist?list=PLJeDQGE0NCWDSoVssBLcJY9paIFgDb-A8
- #6 This session focuses on real world scenario with a global organisation who deployed Microsoft 365 with big-bang approach of apps and services, such as SharePoint intranet and team collaboration sites, Planner, Yammer, OneDrive. With no training program provisioned, this session covers how we did it to support change management with champions, training artefacts, guidance and series of webinars to help business users adopt Microsoft 365 and providing a rich content experiences in a Modern SharePoint site!