When it comes to Office 365, ThoughtFarmer makes it easy to manage two different scenarios: Those who want to leverage Office 365 and tools like SharePoint, and those who want to migrate away from it. Join us for this informative discussion where Miguel will share their insights on when to combine Office 365 with ThoughtFarmer to maximize employee engagement and productivity, and reduce silos.

1. #tfsummit
ThoughtFarmer + Office 365
Miguel Tena and Kanwal Khipple
2toLead
When to use what?

2. Support, Adoption
& Engagement
Deployment
& Testing
Solution &
Development
Design &
Experience
Analysis &
Requirements
Discovery &
Strategy
FROM STRATEGY TO SUPPORT…
We work with customers from assessments and recommendations to adopting new solutions.

3. OUR GENEROUS EXPERTS…
Most of our customers hire us to ‘give advice’ and we believe the give portion of that
statement is just as important as the advice portion.
Generous
Technology
Consultants
Relationships
• Active In Many SharePoint &
Office 365 Technology Preview
Programs
• Yammer Enterprise Social
Partner
• Microsoft Technology Center
(MTC) Partner
• Microsoft Cloud Platform
Advisor (Azure)
• Partnerships with 50+ Office
365 & SharePoint Vendors
• Deep relationships with the
Microsoft Product Teams
Thought Leadership
• Award Winning Staff
Including multiple Nielsen
Norman Intranet Awards
• Expert Authors
Numerous books on adoption,
SharePoint, and design
• International Speakers
Delivered over 500 keynotes,
workshops and sessions
• Celebrated Whitepapers
Over 600 pages of detailed expert
guidance and advice for FREE
Experience
• Decades Of Experience
Over 300+ years of collective Microsoft
experience
• Certified Experts
Just one person has 16+ Microsoft certifications

4. Miguel Tena, Office 365 Consultant
@mikeware_tena
SPEAKER | TECHIE | GREAT CONVERSATIONALIST
Miguel Tena Calderon

5. SPEAKER | AUTHOR | SUPER GOOD LOOKING
KANWAL KHIPPLE, CEO
@kkhipple
bit.ly/linkedinkk
2014 2015

6. WHAT WE ARE GOING TO COVER TODAY.
THOUGHTFARMER / OFFICE 365 RECAP
USER JOURNEYS
THOUGHTS ON WHEN TO USE WHAT
ADDITIONAL RESOURCES

7. WHAT WE ARE GOING TO COVER TODAY.
THOUGHTFARMER / OFFICE 365 RECAP
USER JOURNEYS
THOUGHTS ON WHEN TO USE WHAT
ADDITIONAL RESOURCES

8. ThoughtFarmer 9 – my favorite things!
Latest version with great Office 365 integrations
• Simple, elegant, powerful
Intranet Software
• Easy to deploy
• On-Premises
• Cloud
• Organizational Chart
• Search+
• FormFlow
• Extensible
• Support that cares

9. Office 365 platform
Office 365 is a centralized, integrated Digital Hub that enables advanced workplace productivity
SharePoint
Intranet & Content Management
Yammer
Enterprise Social
Teams
Advanced Collaboration
Outlook
Mail & Calendar
Flow
Business Process
Automation
Communication | Collaboration | Intelligence | Compliance | Automation
OneDrive
Personal Cloud
PowerBI
Business Intelligence
PowerApps
Custom
Applications

10. ThoughtFarmer 9 and Office 365, better together
• Identities, one login to rule them all.
• Search on both sides, reducing friction
• Embed files, folders from OneDrive or
SharePoint Online
• Consistent People information (using Sync)
Benefits at the starting line

11. ThoughtFarmer 9 and Office 365, blended together
• APIs from TF
• Microsoft Graph APIs
• Custom Cards / Custom Webparts or
Tabs, etc.
• Modern web platforms based on
similar toolset
• HTML/CSS
• React/JS
• ASP.NET Core / SPFx
Extensibility potential

12. WHAT WE ARE GOING TO COVER TODAY.
THOUGHTFARMER / OFFICE 365 RECAP
USER JOURNEYS
THOUGHTS ON WHEN TO USE WHAT
ADDITIONAL RESOURCES

13. WHAT WE ARE GOING TO COVER TODAY.
UPDATING A TRAVEL EXPENSES POLICY

14. MEET DAVID, OUR COLLABORATOR
• David is coordinating efforts to
update and publish a new travel
expenses policy.
• David needs to collaborate with
various teams (finance, HR,
communications and others) to
update the policy.
• David needs to create and share
documents easily with others.
David’s goal is to be as effective as possible in managing his team.

15. DAVID WORKS WITH THE TEAM TO
GATHER POLICY CHANGES
Connect with subject matter experts

16. DAVID AND TEAM CO-EDIT THE POLICY
The document remains in up-to-date in the cloud.

17. DAVID REQUESTS SIGN-OFF EASILY
David uses a request sign-off flow to solicit approval.

18. MEET GAIL, OUR COMMUNICATOR
• Wants to publish a new travel
expenses policy.
• Interested in measuring reach and
engagement for this and other news.
Gail’s goal is to break down communication barriers internally and publish news quickly and
easily, from any device

19. GAIL CREATES A NEWS ARTICLE
Gail creates a news article in ThoughtFarmer and published and embedded link to
the travel expenses policy

20. WHAT WE ARE GOING TO COVER TODAY.
FINDING INFORMATION AND PEOPLE

21. DAVID SEARCHES FOR COST CENTER
INFORMARTION
Information located on your ThoughtFarmer intranet or SharePoint Online is
visible the Intranet.

22. DAVID SEARCHES FOR SMEs AND THEIR
CONTENT
Content finds David. Search infused AI provides him with relevant results.

23. DAVID FINDS CONTENT LEVERAGING AI
AND MICROSOFT SEARCH
Microsoft Search provides comprehensive search intelligence.

24. WHAT WE ARE GOING TO COVER TODAY.
AUTOMATING BUSINESS PROCESSES

25. MEET PRIYA, OUR CONTRIBUTOR
• Priya needs to automate onboarding for
a new employee
• She wants to have all departments
involved and coordinated to complete
the onboarding
• The process should be repeatable and
automated for all onboardings.
Priya’s goal is to ensure employees have information and tasks assigned consistently to bring
their full potential forward.

26. PRIYA USES FORM FLOW FOR INTRANET
DRIVEN FORMS AND WORKFLOWS
Harnessing the power of your Intranet to coordinate across teams.

27. PRIYA USES OFFICE 365 TO AUTOMATE
INTEGRATE WITH OTHER SYSTEMS
Captures new employee onboarding entry in a custom form

28. MANAGER REVIEWS AND APPROVES RIGHT
FROM THE EMAIL RECEIVED
An approval task is sent to the hiring
manager to confirm new employee
information is accurate and continue
with the process.
An approval request message is sent with new onboarding details for review

29. APPROVAL PROCESS BEHIND THE SCENES
An approval is sent to the supervisor to review onboarding request data

30. PRIYA WANTS TO ASSIGN ONBOARDING
TASKS
Once approved, we create the planner plan

31. PRIYA VISUALIZES ONBOARDING STATUS
Priya can visualize task completion by opening the planner plan for this
employee.

32. TAKING AUTOMATION A STEP FURTHER
Working with user accounts to schedule training and send emails on schedule.

33. TAKING AUTOMATION EVEN FURTHER
Integrate your flow with other systems using over 150 standard connectors
Standard Connectors 3rd party Connectors Custom Connectors
Your TF Connector

34. WHAT WE ARE GOING TO COVER TODAY.
WHAT’S YOUR USER JOURNEY?

35. WHAT WE ARE GOING TO COVER TODAY.
THOUGHTFARMER / OFFICE 365 RECAP
USER JOURNEYS
THOUGHTS ON WHEN TO USE WHAT
ADDITIONAL RESOURCES

36. THOUGHTFARMER AND O365 TOGETHER FTW!
Use ThoughtFarmer as a communication hub and Office 365 for
document centric collaboration.
Key recommendations for maximizing workplace productivity

37. ONE LOGIN, TO RULE THEM ALL
Get Single Sign On in place:
- Reduce friction
- Less passwords to remember
Key recommendations for maximizing workplace productivity

38. SEARCH THE BEST OF BOTH WORLDS
Connect Search experience
- Office 365 Search federated
- TF search in Office 365?
Key recommendations for maximizing workplace productivity

39. MAP, OPTIMIZE AND AUTOMATE
Forms and Workflow
- Start by mapping the process
- Decide what tool to use based on
complexity or integration with other
systems.
Key recommendations for maximizing workplace productivity

40. TELL THEM WHEN TO USE WHAT
Support employees by providing
scenario/journey-based guidance
Key recommendations for maximizing workplace productivity

41. HAVE A PLAN, ITERATE AND ADJUST
Consider mid/long term
- Build a Digital Workplace Roadmap to
define transition states
- Revise on each iteration
Key recommendations for maximizing workplace productivity

42. INCREASE ADOPTION, DRIVING VALUE TO USERS
Ensure proper change management
- For each transition point, define clear
goals and activities to increase adoption.
Key recommendations for maximizing workplace productivity

43. FIND CHAMPIONS TO MULTIPLY YOUR EFFORTS
Don’t feel you need to go at it alone
- Identify individuals (champions) who can
support adoption.
Key recommendations for maximizing workplace productivity

44. GO FURTHER WITH TRUSTED PARTNERS
Again, don’t feel you need to go at
it alone!!!
- Leverage partners and your TF team
for integrations and customizations.
Key recommendations for maximizing workplace productivity

45. ENJOY THE JOURNEY!
Have fun with it!
- Both are very flexible platforms and
can provide enticing ways to get
work done.
Key recommendations for maximizing workplace productivity

46. WHAT WE ARE GOING TO COVER TODAY.
THOUGHTFARMER / OFFICE 365 RECAP
USER JOURNEYS
THOUGHTS ON WHEN TO USE WHAT
ADDITIONAL RESOURCES

47. OUR SHARED INSIGHTS
• When to use What Whitepaper
• Office 365 Adoption
• Measuring Impact
• SharePoint Migration
Resources to help you on your journey towards an engaging and productive Digital workplace.

48. Give you guidance and recommendations to successfully measure & share
the business impact and value of Office 365 http://Office365Metrics.com
DOWNLOAD TO MEASURE
BUSINESS IMPACT & ROI OF
OFFICE 365 WHITEPAPER

49. INTRANET PLANNING…
Over 100 pages of Intranet & O365 guidance at
http://Office365Intranets.com
MOBILE EXPERIENCE
Provides the Intranet to employees
anywhere at anytime, and on any device.
ENTERPRISE SOCIAL
Integrate and enhance from
commenting to interactive
polls.
VIDEO
Storage, conversion
and optimized
playback of video.
FORMS
Providing
rich forms.
ENGAGING SOLUTIONS
Foster engagement with
compelling solutions to business
challenges.
SHARED STORIES
Giving employees a voice
and way to share with the
organization.
NEWS & PAGES
Keeps employees informed
by targeted, easy to publish
articles.
LEADERSHIP MESSAGING
Amplifies reach and impact of leader
communications.
EVENTS
Shared calendar experiences to stay
up to date on corporate and
divisional events.
PEOPLE
RECOGNITION
Celebrating
talent/connecting people
within the organization.
PEOPLE SEARCH
Intuitive, intelligent and
modern people search
experiences.
CONTENT SEARCH
Powerful full text search available
across the entire Intranet and in
specific collections.
TOOLS & QUICK
ACCESS
Accessible and rapid access
with single sign on to key
tools/apps.
FLEXIBLE
NAVIGATION
Powered by metadata, site
structure or search.
INFORMATION ARCHITECTURE
Foundational for the Intranet and ECM and includes site, file, and sensitive data
classification, planning and defining audiences, site templates, page templates, content
types and much more.
ACTIONABLE
ANALYTICS
Provide actionable
insights based on usage.

50. My twitter handle is @kkhipple and I work at
Thank You!
Organizers, Sponsors and You for making this possible.
75+ SharePoint Presentations @ Slideshare.Net/kkhipple
When to Use What Whitepaper @ WhentoUseWhat.com
Intranets w/ Office 365 Whitepaper @ Office365Intranets.com
External Sharing w/ Office 365 Whitepaper @ Office365Extranets.com
and more!
Message Me On LinkedIn or Email Kanwal@Khipple.com
SPEAKER | AUTHOR | SUPER GOOD LOOKING