The document outlines a webinar focused on digital transformation using Microsoft 365 and intelligent information management. Key points include fostering user adoption of Office 365, leveraging Microsoft Teams as a collaboration hub, and establishing governance and compliance in content management. It emphasizes the need to meet the demands of a growing digital-native workforce while ensuring effective connectivity across various business applications.

1. Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
Presented DATE
Driving Digital Change With MS O365 &
Intelligent Information Management –
Don't Get Left Behind
An AIIM Webinar presented November 20, 2019

2. Underwritten by: Presented by:
#AIIMYour Digital Transformation Begins with
Intelligent Information ManagementYour Digital Transformation begins with
Intelligent Information Management

3. Underwritten by: Presented by:
Today’s Speakers
Heather Newman
Microsoft MVP
Co-Founder & CMO, Content Panda
Greg Milliken
SVP, Strategic Alliances
M-Files
Host: Theresa Resek, CIP
Director
AIIM

4. Underwritten by: Presented by:
We’ll cover these 3 main points:
Applying compliance and
control to collaboration
and communication: how
to get the best of both
worlds
Embracing the evolution to
Microsoft Teams as the
collaboration hub, while
maximizing your
investment in SharePoint
How to truly connect the
dots – from MS O365, to
network folders, line of
business applications, and
beyond!

5. Underwritten by: Presented by:
Greg Milliken
SVP, Strategic Alliances
M-Files
Introducing our Speaker

6. Underwritten by: Presented by:

7. OF BUSINESSES SAY THAT THE BIGGEST ONGOING ISSUE
FOR OFFICE 365 IS PERSUADING USERS TO MANAGE AND
SHARE CONTENT IN OFFICE 365 AND NOT ELSEWHERE.
Source: AIIM eBook: Information Management - Connecting & Optimizing Office 365

8. Underwritten by: Presented by:
POLL

9. Underwritten by: Presented by:
Heather Newman
Co-founder & CMO
Content Panda
Introducing our Featured Speaker

10. Enabling collaboration
The unique workstyle of every group
Centrally managed and
governed
Extensible

11. Innovators
Early Adopters
Early Majority
Late Majority
Laggards
@heddanewman

12. Adoption Campaign Checklist
ü Define Your Vision
ü Choose Executive Sponsors
ü Define Key Stakeholders
ü Define Use Cases/Business Scenarios
ü Gather Your Champions
ü Release in Phases
ü Adoption Communication Plan
ü End User Training
ü Look to Experts
ü Make it Fun - Gamification
ü Measure, Share, Iterate
https://www.contentpanda.com

13. Types of governance within an internal IT org

14. Pillars of container and content governance

15. IMPROVE COMPLIANCE
Route documents with workflows
Automate permission
management and approvals
Enforce version history
and full audit trail

16. MicrosoftTeams
Persistent 1:1 & Group Chat
Powerful Online Meetings
Enterprise Calling & Voice
Built-in Office 365 Apps

17. ITPro: Top 10 Microsoft Teams Best Practices for Adoption
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

18. MEETING THE DEMANDS OF
THE DIGITAL NATIVES
33% of the workforce are
currently digital natives – by
2025 this will be 75%
They can be impatient and
ambitious – so businesses
need to get it right or face
losing top talent
83% admit to sleeping
with their smart phones!
They are ALWAYS
connected
They demand the same
user experience at work,
as they get as a
consumer
1 2
3 4
5
They expect flexible
working & access to
information anywhere
6 But it's not all about
them!

19. MICROSOFT TEAMS AS YOUR SINGLE
ACCESS POINT TO ALL ENTERPRISE DATA

20. How can you ensure the right people are seeing the right version?
YOUR BENEFIT:
Easier daily work with visibility acrossTeam Channels
MAKE SURE ALL YOUR DATA IS CONNECTED
Sharing documents withinTeams
discussions?
How do you handle
permissions and document
versions?

21. Underwritten by: Presented by:
3. How to truly connect the dots
§ Build a sustainable Champions Community
§ Prioritize business engagement
§ Join or create key Teams
§ Leverage Microsoft 365 Learning Pathways
§ Leverage Microsoft Adoption resources

22. Build a sustainable Champions Community
Should be formally trained to increase their depth
and breadth of knowledge.
Should be encouraged and empowered
to guide, teach, and train their peers.
Need consistent positive reinforcement that affirms
the impact of their efforts.
Need a clear plan to execute.
1
2
3
4
Champions help build, grow, and sustain your Microsoft 365 rollout by evangelizing and helping their
peers with the new technology.
Foster Your Community:
Champions:
Get started:
Champions Guide

23. Join or create key
Teams
Get guidance on these and other scenarios
in the Productivity Library
S A L E S
Build and deliver proposals with
input from different
stakeholders.
Manage sales planning, training
and sales readiness
in the same place.
I T
Drive IT transformation and
change management.
Plan, execute and manage all
phases of IT deployment,
adoption and rollout.
H E A L T H C A R E
Provide the best care possible
enabled by a secure platform
with secure messaging,
streamlined care coordination
and health team huddle
capabilities.
E D U C A T I O N
Empower your students to
create the world of tomorrow
with a simple and safe
experience that promotes
teamwork and unlocks
creativity.
E N G I N E E R I N G
Move quickly between ideation,
development
and deployment.
Integrate with
developer tools.
H U M A N R E S O U R C E S
Manage recruitment, training
and reviews across
departments.
F I R S T L I N E W O R K E R S
Empower your firstline
workforce with tools that will
support schedule management
and provide oversight to what’s
most relevant to their day.
M A R K E T I N G
Deliver marketing campaigns
and go-to-market activities
across a diverse group of
internal and external
stakeholders.
P R O J E C T M A N A G E M E N T
Manage project stakeholders,
tools, budgets, project reviews
and feedback.

24. First run experience with
SharePoint Communication site
template
Connected to online catalog of
Microsoft curated end-user
training content
Customizable Microsoft 365
learning pathways web part
Easily installed via SharePoint
Provisioning Service
Microsoft 365 Learning Pathways - Accelerating End User
Training

25. POLL

26. GIVE CONTEXT TO CONTENT
Find content in context with metadata
Ensure access to all content across
different apps, systems and
repositories
Enable more efficient work
and collaboration

27. USE CASE PROJECT MANAGEMENT
C O S T
Quick access to all data
without data migration
E F F I C I E N C Y
Manage permissions
automatically. Grant
access to
subcontractors
P RO C E S S
Add expiry dates to
contracts to trigger
alerts
S P E E D A N D
AC C U R AC Y
Improve customer experience
Access content from all connected systems and repositories inTeams

28. Leverage Resources from https://aka.ms/MicrosoftAdoption

29. Thank You!
To see Content Panda and Support+ in action
schedule a demo with us today.
https://www.contentpanda.com/schedule-demo/
More info: www.contentpanda.com
Pricing: sales@contentpanda.com
Twitter: @contentpanda
Blog: https://www.contentpanda.com/blog/

30. SUMMARY
DIGITAL NATIVES
DEMANDING BEST
TOOLS – BUT THEY
CAN BENEFIT ALL
1 2 3DRIVE USER ADOPTION
OF O365 BY FILLING
THE GAPS
USE O365 AS THE
WINDOW TO ALL
BUSINESS
INFORMATION

31. M-FILES AND OFFICE 365

32. Network Folders

33. ONE
ACCESS POINT TO ALL INFORMATION

34. THANK YOU FOR ATTENDING!
GET IN TOUCH TO FIND OUT
MORE OR ARRANGE A DEMO
CONTACT@M-FILES.COM