It is a time for transition as organizations not only balance working remotely and in-office, but your clients will also want a combination of in-person and remote experiences. How does a growing organization manage productivity and collaboration, while providing continued customer service in this scenario? The answer is automation, allowing you to utilize your human capital to it's optimum. Join us as Adam Levithan, Principal of Product Management at Withum and a Microsoft MVP, walks through the process and options readily available to your business.

1. Improve Employee and Customer Experience in a Hybrid Work Environment
Presented by: Withum, Adam Levithan
July 21, 2021

2. Mission: To provide strategies, resources and support to
second-stage companies for next level growth.
As the only statewide organization focused exclusively on second-
stage and emerging second-stage growth companies, GrowFL’s
philosophy is to identify, serve and celebrate these companies that
have the best potential to contribute to Florida’s economy.
We’ve assisted more than 1,000 companies and recognized 500
successful entrepreneurs through our annual awards program,
GrowFL Florida Companies toWatch.
About GrowFL

3. 1. Leadership Development and Peer Learning
• CEO Roundtables
• Webinars
• Leadership Institute
• American Academy of Entrepreneurs
2. Sales, Marketing and Operation Support
The GrowFL System for Integrated Growth™ (SIG) protocol addresses issues that impact
your growth, whether they are internal or outside the walls of your company. Support
includes Sales, Financial Management, Marketing, Operations, and more. Learn more or
apply here.
3. GrowFL Florida Companies to Watch
GrowFL Companies toWatch is an awards program developed to recognize and honor
second-stage companies that demonstrate high performance in the marketplace with
innovative strategies and processes, making them “worth watching.” Learn more here.
Our Programs
“The insights and work to help
our team provided by
FloridaMakes and GrowFL is a
difference of night and day. If
we didn’t have GrowFL working
alongside us, we wouldn’t be in
nearly the good position we are
right now. It would have taken
a lot longer to figure out the
pieces of this puzzle.”
- Glenn Williams, President
Bell Performance

4. Connect. Community. Growth.
GrowFL Regional Chapters will become your go-to community of fellow second-stage business owners. Chapter members
immediately become part of an exclusive network of CEOs who share the same entrepreneurial spirit, tenacity, and challenges.
Join today!
GrowFL Regional Chapters

5. APPLICATIONS CLOSE FRIDAY, JULY 30!

6. • A follow up email will be sent to you with a recording, the slide deck and presenter contact information
• Feel free to submit any questions you have during the webinar in the Q&A section

7. BE IN A POSITION OF STRENGTH
About Adam
Adam Levithan
@collabadam
alevithan@withum.com
Practice
Manager
Building Intranets & Project Collaboration for
over 14+ years. Adam specializes in Digital
Workplace strategy and balancing technology
with every day working in mind.
Fun Fact:
Adam is an avid cyclist and rides
over 2000 miles each year to raise
money for different charities.

8. BE IN A POSITION OF STRENGTH
Withum – Digital Transformation

9. BE IN A POSITION OF STRENGTH
ABSTRACT
• Employee & Customer Experience
• Hybrid Work Challenges
• Microsoft 365 Supporting Your Business
• Automation
• Manual Processes
• Customer Relations

10. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Thank You for your Questions
(it changed the presentation)
• How can we best use Microsoft Teams to support a collaborative, creative -in-the-same-room
process.
• Which CRM Software do you recommend?
• What is a good strategy to harden security to safeguard remote endpoint access to
resources?
• What are some of your and your clients' favorite online financial applications & automation
tools?
• expense monitoring and cash payments for hotels
• How to keep the company safe in a remote environment
• Recommended qualifications for candidate to hire for role in project, information and data
management
• How does a senior accountant harness these capabilities now and teaches them to his team
and new staff effectively?
• Is there an ideal schedule to maximize the hybrid model. What are best practices? What IT
tools are recommended?
• Looking forward to understanding automation options.
• How to help someone if they aren't used to working remotely?

11. BE IN A POSITION OF STRENGTH
EXPERIENCE
Employee & Customer

12. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Information Workers Project Staff Frontline (Job Site)
Executives, Directors,
Back-Office
Working from home
Owners, Architects,
Engineers, Project Staff
Working from home and
sometimes on-site
Contractors,
Subcontractors
Working at Job Site
Example: Construction Employees During the Pandemic

13. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Employee Experience Platform
A system of experiences that help organizations create a thriving culture with
engaged employees and inspiring leaders – Microsoft Viva
Insights
Analytics, Nudges, Surveys
Feedback, Sentiment
Employee
Company Resources
(Collaboration)
Employee Portals and Apps
Workplace Services (pay, benefits, IT,
legal, compliance)
Knowledge (Collaboration)
People & Experts
Documents & Content
Projects
Communities
Diversity & Inclusion
Interest groups
Team cohesion
Wellbeing
Physical, Mental,
Emotional, Financial
Growth & Development
Learning & Coaching
Recruiting, On-boarding & Career
Talent & Performance Development
Communications
Announcements, News, Events

14. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Future of Customers and Consumers
Framework
IDC - https://www.idc.com/getdoc.jsp?containerId=prUS46224620

15. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Evolution of Experience
Paper
Employee Client

16. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Evolution of Experience
Technology
Employee Client

17. BE IN A POSITION OF STRENGTH
Withum | BE IN A POSITION OF STRENGTH
Evolution of Experience
Technology
Employee Client

18. BE IN A POSITION OF STRENGTH
withum.com
Hybrid Work Challenges
• Seamless Culture
• Consistent Collaboration
• Accountability
• Hiring qualified workers
• Nimble work structures
• Using technology that is already in place
• Projects not based on departments but on skills of available employees
• Serving clients where they are, not as they’ve always been served
• Forecasting in uncertain times
• Cyber Security
• Tax Regulations (Where are people actually working?)

19. BE IN A POSITION OF STRENGTH
What’s in Microsoft 365
APPLICATIONS
SERVICES
INFRASTRUCTURE

20. BE IN A POSITION OF STRENGTH
Clear Mobile Communications
Every worker, access to secure information
All apps, all content, everywhere, anytime

21. BE IN A POSITION OF STRENGTH
M365 Supporting Your Business
SECURE COMMUNICATE COLLABORATE
AUTOMATE EXTEND MEASURE

22. BE IN A POSITION OF STRENGTH
Secure
• Identity
• Threat Protection
• Across Devices/Locations
• Endpoint/ Device Management
• Information Governance
• External Sharing
Look for COVID-19 scam
Beware
Make sure you use multi-factor authentication
Access
Review what software your employees need
Review
Leverage Desktop virtualization to access on-
premises software
Anywhere
New Normal Security

23. BE IN A POSITION OF STRENGTH
Communicate
• Email
• 1:1 Chat
• Conference Calls
• Large Scale meetings
• Customer Portals
• Intranet
• News

24. BE IN A POSITION OF STRENGTH
Collaborate
• Desktop
• Office Tools
• Meetings
• Video Calls
• Many to many chat
• Calendar
• Projects
• Communities
• External sharing
• Tasks
• Personal files
• Shared Files
• Organizational files
• Process
Teams

25. BE IN A POSITION OF STRENGTH
Manual Process: Hiring & Training
Forms
Documents / Procedures
Workflow
Live training
Recorded training
Quizzes

26. BE IN A POSITION OF STRENGTH
Automate
• Office Graph
• Workflows
• Consolidate Data
• Bots

27. BE IN A POSITION OF STRENGTH
Extend
• Custom Forms
• Full Code Development
• Additional apps
• 3rd party apps
Shifts App - No Touch Scheduling

28. BE IN A POSITION OF STRENGTH
Measure
• Dashboard - PowerBI
• Secure Score
• Compliance Score
• Productivity Score
• Administration

29. BE IN A POSITION OF STRENGTH
AUTOMATING
Organizations need to use technology platforms to
automate and serve as the foundation of processes…
- IDC COVID Tech Index, May 2020

30. BE IN A POSITION OF STRENGTH
Digitally Gathering Information in Microsoft 365
Access
Anywhere
via Mobile
Device or
Desktop
Method
Lists
Internally
focused, built-in
or custom
templates,
limited form
editing
Microsoft
Forms
Internal or
External
Surveys, Polls,
Quizzes
Power Apps
Canvas
Using a custom
data source, can
be SharePoint or
external (for
additional cost)
Model Driven
Using the built-
in relational
database
‘Dataverse’
Custom
Development
.NET Forms,
Logic Apps,
Azure

31. BE IN A POSITION OF STRENGTH

32. BE IN A POSITION OF STRENGTH

33. BE IN A POSITION OF STRENGTH
Microsoft Forms – COVID-19 Screening Form

34. BE IN A POSITION OF STRENGTH
A data strategy that works, for Belron®
Autoglass® itself is seeing greater efficiency, cost savings, and a more effective workforce.
. “Previously, it could take people 20 minutes to carry
out audits or checks. Now they can complete them in
five minutes. Freeing up this extra time translates into
the potential to carry out another repair job.”
Martin Lee, Software Developer

35. BE IN A POSITION OF STRENGTH
withum.com
What to do with your form data?
• Save it to other places
• Keep it within the Team, or move it to another place
• Quickly Access and Analyze Form Results
• Basic: Use the out-of-the box analytics tool on the responses tab to get
insights on the data
• Intermediate: Use the Excel workbook to manipulate the response data
• Advanced: Use Power Bi to create dashboards from response data
• Create a Workflow from Form Results
• Basic: Use the out-of-the box form settings to receive notifications when
a form has been completed
• Advanced: Use a workflow to act on the form responses
• Example: Respondent reports an incident on their report

36. BE IN A POSITION OF STRENGTH
Automating Bidding
Bidding Team
Limited set of users
Files
Single Location for
Approved materials
Channels
Conversations, Files,
and tools organized
around specific
Topics
Bid Tracker (List)
Form to track
progress

37. BE IN A POSITION OF STRENGTH
CUSTOMER RELATIONS

38. BE IN A POSITION OF STRENGTH
All Interactions in One Place
Answer Questions/ Knowledge without an employee
Submit Tickets/Cases
Schedule Service
Remote Conversations
Targeted channel marketing
Insights into Client satisfaction
….

39. BE IN A POSITION OF STRENGTH
Accessed Through Any Device

40. BE IN A POSITION OF STRENGTH
Self-Service Through Virtual Assistant

41. BE IN A POSITION OF STRENGTH
Questions?
Contact Information
alevithan@Withum.com