In this informative 60-minute webinar we will help you build your timeline, prepare your move, and learn ways to work with your users for a smooth transition. We’ll also discuss how to leverage SharePoint, Yammer, and One Drive for Business to truly realize the value they can offer. You will walk away being able to: • Build your own timeline for moving to the cloud • Understand the challanges in planning your Office 365 migration • Know how to leverage the features of Office 365 • Describe common roll-out scenarios to your stakeholders

1. 1
Your Roadmap To Office 365 In
2015

2. Objectives Of Today’s Session
• Business value of features in Office 365
• Understand the challenges in planning your Office 365 migration
• Build your own timeline for moving to the cloud
2

3. POLL
What is your timeline to migrate?
3

4. Who Are We? 4
Jill Hannemann
@JHCherryBlossom
» Director of Advisory Services
at Portal Solutions
» Blogs: Editor, Portal Solutions
Digital Workplace Today
» SharePoint Areas of Interest:
Term Store, Product Catalog,
Records Center, Metadata
Navigation, Content Types,
and e-Discovery with
Exchange
» Culinary project: Testing
recipes for a friend’s
cookbook
Adam Levithan
@collabadam
» Practice Lead at Portal Solutions
» Blogs: Portal Solutions, AIIM
» SharePoint Areas of Interest:
Use OOTB first – development
second, Building communities,
harnessing the power of Social,
Adoption
» Next Adventure: 1-Day 200 mile
bicycle ride in June

5. About Portal Solutions 5
We deliver modern digital
workplace products and
solutions that help
organizations share what
they know and find what
they need by connecting
people, data, and content.

6. Mapping Value To The Technical Solution 6
Users
Office 365 Pro Plus

7. 7
Office MixThe New
Office
New Partner Admin
Center
Office 365
Adapter
Embedded
Images OWA Policy Tips
Updated Lync mobile
clients
Office 365 SSO with
SAML 2.0 Identity
Providers
Service Pack 1 for
Office 365 ProPlus
SAP and Power BI and Power
Query support
Windows Azure
Active Authentication
DirSync Scoping
and Filtering
Exchange Online
Inactive Mailboxes
PDF support for
SharePoint Online
Lync Online Integrated
Reporting
Admin App for iOS,
Android, and WP
OWA Calendar Search
OneDrive for Business Storage
increase
Power Map for Excel
SharePoint
Newsfeed App
for Windows 8
Lync meeting
scheduling from OWA
Office Mobile
for iPhone &
Android phones
Rights Management
Services
OneNote
for iPad
Exchange Online
Address Book
Policies
Message Center
Exchange group
naming policy
OWA for iPhone &
OWA for iPad
New SharePoint
Workflows
Office Lens
Power Map GA for all Excel
2013 users
90 Day message
trace
OneDrive for Business
Sync for Windows
Lync Online
Remote PowerShell
Lync mobile
client updates
Office 365 Switch Plans
OneNote for
iPhone and
Android
phones
Azure AD
Password Sync
Lync and SharePoint
Service Reporting
Connecting
Skype & Lync
OneDrive for Business apps for
Windows 8 & iOS
People View in
OWA
Office 365
Developer APIs
S/MIME
Encryption
Project Lite
released
Office
Groups
Simplified Admin Center
experience
OneNote for Mac, Android,
iPhone, and iPad updates
EXO: 50 GB Mailboxes
Simplified Yammer
login
OneDrive for Business
Improvements
1 TB for
OneDrive for
Business
Office for
iPad + 1.1
update
Multi-factor
authentication
Office Online
real-time co-
authoring
7
What’s New Since July 2013
Delve

8. Overview - Sample Roadmap 8LevelsofDisruption
Month 1 Month 2 Month 3

9. Putting Features In Context: The Collaboration Spectrum 9
RecordTemporary
TypeofContent
Individual Team Enterprise
Audience
Type of Content
Temporary Record
Audience
Individual Team Enterprise

10. Authentication
Collaboration Spectrum – Technology We Rely On To Work 10
RecordTemporary
TypeofContent
Instant Message
E-Mail
Social
Team SitesOnline Storage
Intranet
Document/Record Management
Individual Team Enterprise
Audience

11. 1111
Productivity Tools
Office Graph
Authentication Active Directory/Directory Sync
• Authentication – Who Are You?
• Azure Active Directory Synchronization
 Azure = Cloud
 In ALL Locations you “are who you are”
11

12. 1212
Productivity Tools
Office Graph
Authentication Office Graph
• A collection of analyzed signals via machine
learning that looks at your behavior and
relationships
12

13. 1313
Productivity Tools
Office Graph
Authentication Delve Application– Powered By Office Graph
• Think “Pinterest for the Enterprise”
• The idea: to tailor and surface the most
relevant content for you at any given time
from your network
13

14. 14
Office Online & Pro-Plus
• Same great Office, but available online
• Scan and review docs without having to
download
• Add Office to any of your devices
• Always have the latest version of Office
14
Productivity Tools
Office Graph
Authentication

15. POLL
What feature are you most interested in Office 365?
15

16. 16
Lync/Skype For Business
• Capabilities
 Chat
 Video Conferencing
 Sharing Screens
 Mobile App
16
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management

17. 17
Lync/Skype For Business
• Used When People Ask:
“Why can’t I use google talk”
“I can never reach ‘Bob’ over the phone, and I know he
has too many e-mails in his inbox.”
• Business Value
 Instant communication to anyone anywhere
 Group collaboration/conversation on network
 Innovation
• Considerations
 When is it appropriate to use?
 Expectations among different communication styles
 Do you want all IM communication to be saved?
17
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management

18. 18
Exchange/Outlook
• Capabilities
 Email
 Calendar
 Archive
 Search (email)
 Mobile App
18
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management
2013
2016
NOTE: eDiscovery in Office 365
allows for search across Exchange,
Lync & SharePoint

19. 19
Exchange/Outlook
• Used When People Ask:
“Did we get approval for that?”
• Business Value
 Universally known form of communication
 Record of conversation/decision
 Easy access to information
• Considerations
 Primary method of Access – Client (desktop),
Web, Mobile
 More time spent Managing, Archiving and
Searching than actual communication
19
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management

20. 20
Social
• Capabilities
 Newsfeeds
 Communities/Groups
 Blogs/Wikis
 Mobile App
20
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management

21. 21
Social
• Used When People Ask:
“I should share this article with my team”
“Who can help me with this problem?”
• Business Value
 Transparency
 Engagement
 Innovation
 Answers
• Considerations
 Think of an easy and practical use case for social
 Align it with business needs/communication
21
Instant Message
E-Mail
Social
Online Storage
Team Sites/Extranet
Intranet
Document/ Record
Management

22. 22
Create, manage, and
subscribe to various channels
Capture, share, and discover
videos from any device
New Office 365 video experience
powered by Azure Media Services.
Secure, cloud-based video upload,
storage and optimized playback
for the enterprise
Create, manage and subscribe to
various channels
Capture, share and discover from
any device
Powered by Azure Media Services
Changes Happening In Social

23. 23
Online Storage (EFSS)
• Capabilities
 Store
 Sync
 Share
 Access from Anywhere
 Mobile App
23
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management NOTE: Enterprise File Sync and Share (EFSS)
Business and commercial sync functionalities will be
aligned by 2016

24. 24
Online Storage
• Used When People Ask:
“Where should I store my documents?”
“I need to share this document with someone
outside my company.”
• Business Value
 Nearly unlimited storage
 Storage compliant with company policies
 No need for file shares or local drive storage
• Considerations
 Clearly define for your users how, when, and
what to use EFSS
24
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

25. 25
Team Sites/Extranet
• Capabilities
 Store multiple types of content
 Organize business processes
 Share across teams
 Search for content (Knowledge)
 Mobile App
25
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

26. 26
Team Sites/Extranet
• Used When People Ask:
“My team needs to keep track of tasks.”
“A place to collaborate with customers and vendors.”
• Business Value
 Manage documents
 Manage tasks
 Team calendaring
 Sharing content and information
• Considerations
 Remember to align with business value
 A simple user experience is a must!
26
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

27. 27
Unified experience for group
conversations, calendar, and
document collaboration
Easily create two types of groups
– private groups and public
groups
With public groups,
conversations are open and
discoverable
Create or join groups with ease,
from anywhere in Office 365
The FUTURE: Combining Exchange & SharePoint

28. 28
Intranet
• Capabilities
 Corporate Branding
 News and Announcements
 Employee Services
 Policies/Regulations
 Knowledge Centers
28
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

29. 29
Intranet
• Used When People Ask:
“Where do I go to find my benefits?”
“What’s the latest with the company news?”
• Business Value
 Create self service for employees
 Establish a corporate brand and culture
 Allow users to find their colleagues
• Considerations
 Must be engaging, dynamic and trustworthy
 Users have to be able to find the right information
29
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

30. 30
Document/Record Management
• Capabilities
 Co-authoring
 In place records/no duplication
 Version history
 Retention scheduling
• Used When People Ask:
“Some files are regulated, can they managed easily?”
• Business Value
 Compliance to regulations
 Reduce document duplication/Single source of truth
 Searchability
 Easy collaboration for content production
• Considerations
 Document and records management go hand in hand, both
need to be considered in your design
 Business will drive how its designed
30
Instant Message
E-Mail
Social
Online Storage
Team Sites/ Extranet
Intranet
Document/ Record
Management

31. 31
BUILDING YOUR TIMELINE
Steps to planning your roadmap to the cloud
31

32. Overview - Sample Roadmap 32LevelsofDisruption
Month 1 Month 2 Month 3

33. 33
WHERE DO YOU START?
33

34. The Problem 34
I like the capabilities,
but we aren’t ready
to take on a big roll
out right now.
We have migrated
Exchange Online, but I’m
not sure how we would
use the rest of the
features of Office 365.
Conceptually Office
365 sounds great, but I
need to be able to
make the business
case.
You need to determine the value before committing to rollout.

35. Pilot Focus– Sites 35
Complexity
Low
High
ImpactLow High
Mktg inbound program
automation
Proposal management
process
Product catalog
IT Support Help
Desk automation
HR Onboarding
Process
Experience
management solution
Note: size of bubble indicates potential number of users.
Determine where to focus based on potential level of complexity and
impact.
Potential Pilot
candidates

36. Pilot Value Prop 36
Time
Cost
Effort
InvestmentReturn
User Feedback
Adoption
Productivity/Innovation
Pilot Program
Sales & Marketing Sales &
Marketing
HR Finance Operations
Company-wide Rollout
“Out-of-the-Box”

37. 37
CHALLENGES TO AN OFFICE 365 MIGRATION
37

38. Difference Between Migration And Configuration
Configuration
• Out of the box settings allowing you
to tailor the platform to your
company
 Lync
 Yammer
 Delve (usage)
Migration
• The necessary information that
needs to be moved to the new
platform in order for users to
adopt and work there
 Exchange
 Sites
 Intranet
38
The Key to Adoption– Giving users the tools they need

39. Create Roles/Functions for Document Storage 39
One Drive for
Business
Sites Yammer
“Where I keep docs that I’m
working on that are in progress or
confidential for my eyes only.”
“Where I share a one-off document
with someone outside my
organization.”
“Where I store documents
for my team or project.”
“Where documents are
stored that I publish for use
by the rest of the company.”
“We don’t store documents
here, we create a link from
the sites.”

40. Gotchas
• Clean up of users in your Active Directory (AD)
• Speed to move files to the cloud
• Exchange Pilot users will not be able to see/be seen for active/busy
and presence in Outlook and Lync
• Sites – small, but bountiful differences between On-Premises and
Cloud look and feel
• Unprecedented 90 day major feature release cycle (and unclear)
40

41. 4141
Get Your Free Office 365
Pilot Started!
Next Steps
Go to www.portalsolutions.net/office-365-pilot
to request a pilot. Our team will be in
contact to get you started.