Getting The Most Out Of Microsoft 365 Employee Experience Today & Tomorrow SHIFT HAPPENS

Getting The Most
Out Of The
Microsoft 365
Employee
Experience
Wednesday, October. 11, 2023 1:10 PM (EST)
Richard Harbridge
CTO @2toLead & Microsoft MVP

How Do We Get There? Envision Your Roadmap
Individual Group
Interviews
Requirements
Defined
Aggregated
Employee Needs
Review
Roadmap
Defined
Requirements
Prioritized
Following the review and finalization of Employee Needs, requirements would be prioritized and
confirmed. These requirements (often in the form of user stories) are then grouped with
related needs into recommended initiatives that could be sequenced over time. Finally,
existing in-flight organizational initiatives are integrated into the timeline.

You will love the way we work. Together. ™
How the roadmap is broken down into categories
Roadmap Streams
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.

PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
Employee Experience Roadmap Sample
Digital Workplace
Strategy & Roadmap
Modern Navigation
(Custom Header & Footer)
Employee Preboarding
Portal(s)
Migrate & Develop
Intranet Content
Establish Digital
Workplace Backlog
Intranet Site, Page &
Team Template Design
Intranet Governance
Design & Planning
Viva Engage Premium Pilot
(For Leaders)
LEGEND
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
Viva Amplify Pilot
(For Leaders)
Employee Onboarding
Organization Portal(s)
Employee Onboarding
Departmental Site(s)
Digital Workplace
Directory (Release 1)
Digital Workplace
Directory (Release 2)
Viva Pulse Pilot
(For Leaders)
Viva Amplify Rolling Pilots
(For Everyone)
Targeted Search Experience
& Search Refiners
Intranet Navigation
& Search Design
Intranet Integration
& Solution Design
Intranet Content Design
& Migration Planning
Build Of Sites, Pages,
Teams & IA
Automating & Improving Onboarding,
Transfers & Offboarding Solution(s) (Release 1)
Viva Topics Pilot
(For Curators)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Intranet
Insights (Release 1)
My Links, Alerts &
Subscriptions (Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
Viva Connections & Modern Intranet Launch

The Employee Experience Environments
Jacob Morgan in “The Employee Experience Advantage” suggests three environments that support and reinforce each
other. With the shift driven by Hybrid Work, it has pushed greater weight on cultural and technological environments.
The feeling employees
get working for your
organization
The actual spaces in
which employees
work
The tools
employees use to
get their jobs done

The Employee Experience Environments
The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.

Employee Communication Experience: Technology Trends
Employee communication focuses on the technologies that improve the employee communication
technology experience. Let’s start by exploring the trends around key technology here.

Intranet Evolution & Transformation
Arguably the Intranet has undergone a few major transformations. Are we in the midst of another major
transformation? How impactful is the change that Microsoft Teams, Loop and Viva have on Intranets?
Intranet 0.1
•Portals
•Links
•Simple News
•Technical To Update
Intranets 1.0
•Search
•More Content
•Services
•Audience Targeting
•Updatable By
Business
Intranets 2.0
•Enterprise Social
•Engagement 1.0
•Personalization
•Mobile
•Digital Workplace
Intranets 3.0?
•Engagement 2.0?
•AI Powered & More
Intelligent?
•More Dynamic?
•Richer Integration?
•Where You Work?

Communicate and engage
Viva Connections Dashboard

Leverage 1st party and 3rd party supported integrations with popular industry leaders.
Examples Of Underused Cards:
- News Card
- Search Template Card
- Forms Card
- PowerApps Card
- Field Services Card
- People Search Card

Leverage 1st party supported integrations with popular industry leaders.

Contextualized navigation and discovery based on where and how users work benefiting from
cloud scale AI, digital behavior capture & continual content analysis.
Improved Knowledge With Viva Topics
In emails, instant messages,
team messages, pages, news,
documents and more… the
knowledge, people, digital
spaces, and more are
available in context.

Contextualized insights based on the topic discovery that includes people, resources, sites,
communities and more can improve our curated assets and support our extended team of content
leads and departmental stakeholders.
Source More Insight With Viva Topics
Content leaders can
leverage the insights
provided by Viva Topics by
rationalizing them with
curated resources to
improve them.
Does that product site
internally have
links/connections to the
people, resources and sites
suggested by topics?

Employee communication focuses on the technologies that improve the employee communication
technology experience. Let’s start by exploring the trends around key technology here.
Employee Communication Experience: Technology Trends

Communication Is Changing
How do we communicate more effectively? Especially as we think about the enterprise channels
and employee experience landscape that exists today?
Intranet
•Boosted Until
•Personalization
•Targeting
•Content Mixture
Email
•Newsletters
•Priority Messages
•Personalized
Integration
Social / Engage
•Polls
•Q&A (Bots later)
•Storylines
Teams / Slack
•Targeted Individuals
•Targeted
Channels/Teams
Knowledge Tools
•Search Optimization
•Associated Topics
•“Books” Of Content
•Videos Of Popular
Content
Goals / Learning
•OKR Connection &
Alignment
•Learning Resource
Profiles, Work Modes, Mobile & Digital Excellence

Improve Communications
Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate,
distribute, measure and manage communication campaigns.

Improve Employee Connection
Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates
deeper connection, and allows for easier sharing of experiences.

Microsoft Viva Engage Storylines enables us to have an experience that is easy to use,
creates deeper connection, and allows for easier sharing of experiences.

Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use,
creates deeper connection, and allows for easier sharing of experiences for leaders.

Automation For Everyone
While we can use AI to generate posts, we can also use the leader system in Viva
Engage to publish announcements out to multiple channels as an example.

Using Copilot With SharePoint Leads To Better Experiences
When combined together humans and AI can lead to not just faster and more skilled
generation of content through collaboration with AI, but better quality results.

Using Copilot With Viva Engage Leads To Better Experiences
With Viva Engage you can help inspire and aid leaders to connect with their employees more
effectively through assistive prompts, inclusive communications, and valuable insights.

The best communication is intelligent
and engages employees where they are
by being integrated into the digital
spaces they work.

Employee Collaboration Experience: Technology Trends

Some industry leaders have concerns about the increased risk of data leakage and more as
collaboration volume increases along with velocity and variety.
Compliance & Security Versus Collaboration?
Compliance
Collaboration
86% of executives believe the risk of
a data breach is higher with
remote employees
1 in 3 businesses have suffered a data
breach in the past 12 months
due to remote work

Compliance
Collaboration

Compliance
Collaboration
Compliant
Collaboration

The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity
and variety increase so do the tools they use.
Do We Have The Right Tools?
More than
90% of enterprise customers
have a multi-cloud strategy

The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity
and variety increase so do the tools they use.
Do We Have Too Many Tools?
More than
90% of enterprise customers
have a multi-cloud strategy

The Desired State Is Highly Integrated
As you consolidate (where possible) you gain the benefit of a richly integrated suite of digital workplace or
digital employee experience tools. An experience that will continue to be further integrated over time.
Desired State
Often The Reality

Can We Connect Clouds More?
Many organizations are surprised at how many ways they can integrate, enhance and enrich Microsoft 365
with data or connections with other systems via Microsoft Search, Power Platform, Teams, & More.

It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s
also about how they will use Teams across marketplace tools over time.
Teams As A Platform Works Both Ways
1900+
apps and
counting

There is a comprehensive strategy from the architecture level to the experience level that is responsible for
why Microsoft 365 scales collaboration, compliance and security across applications and solutions.
Collaborative Applications by Design
Legacy
Applications
High
Maintenance
Cost
Lower
Performance
Technical
Limitation
Worse &
Disconnected
User
Experience
Modern
Applications
More Efficient
With Lower
Maintenance
Cost
High
Performance &
More Scalable
More Secure &
More
Manageable
Better & More
Integrated User
Experiences
Microsoft Collaborative Apps
Device OS
UX Microsoft Teams Microsoft Office
Components Fluid Framework • Adaptive Cards • Connectors
Logic Azure PaaS Power Platform
Data Microsoft Graph Microsoft Dataverse
Communications Azure Communications Services
Identity Azure Active Directory
Pro-dev Low/no code

At one point in time being able to collaborate effectively anywhere, at any time and on any device
was a bold ambition. Microsoft and vendors have long since realized this, but it has a cost.
Anywhere, Anytime & On Any Device
Work
Life
Collaboration
Overload
People spend 80% of their
time collaborating, find
44% of meeting time
unproductive
Note: Collaboration Occurs Before,
During & After Meetings!

Most of the dissatisfaction in
meetings comes from not
collaborating enough before
it, after it, or in a different
way during it. Meetings are
important but they are often
overused and used poorly.
Today Microsoft not only matches this need with great experiences but even adds intelligence to
those experiences to improve collaboration further whether for the individual, team or org.
Anywhere, Anytime & On Any Device
Collaboration
Overload
People spend 80% of their
time collaborating, find
44% of meeting time
unproductive
Note: Collaboration Occurs Before,
During & After Meetings!

In addition to providing behavioral, qualitative, and quantitative data to improve meeting effectiveness,
data-driven recommendations in Viva Insights can be based on meeting effectiveness surveys.
Making Meetings Better (After The Meeting)

It’s important to modernize how you approach, plan and support collaboration so that when
further changes come your organization is resilient and ready enough to take advantage of them.
Collaboration Will Continue To Change

In essence the whole is greater than the sum of it’s parts. This is because other people’s capabilities
amplify our own and together, we deliver higher quality and better results when we collaborate.
Before Collaboration Might Have Been 1 + 1 = 3

1 + 1 = 3
AI x (1 x AI + 1 x AI) = Exponential Value
The way AI works is it gives each person their own contextualized and personalized collaborator,
one that has access to an incredible number of skills, information, and processing capability.
Collaboration With AI & Each Other Leads To Exponential Value

The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of
value-added collaborations come from only 3% to 5% of employees.
The Few Over the Many?

The best collaboration experience is
intelligent, compliant by design and
integrated into the digital spaces we
already work in.

Employee Management Experience: Technology Trends

Success With AI & Management Is About Collaborating With AI
It can start from a simple place of catching up or aggregating the information you need, but then
you can take that further and use copilot to begin actioning it. Automating a set of activities.

The best management experience is
intelligent, pro-active and integrated
into the digital ways we work.

Download our free
80+ page whitepaper
Transform your Employee Experience
at every stage with Microsoft 365
and Microsoft Viva!
Download Today

Let’s connect and find ways to do more and work together.
Message me on LinkedIn or email Richard@2toLead.com
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2toLead Chief Technology
Officer & Microsoft MVP
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