Align Office 365 to Your Organization
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Learn about the break down of typical changes in a organization that Office 365 can help with. Transform your place of business into a Digital Workplace using Office 365 components. See the on demand webinar at: https://www.spmarketplace.com/
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Align Office 365 to Your Organization
- 1. Webinar: How to Align Office 365 Components to your Organization Realities CEO Departments HR IT Finance Facilities Marketing Sales Inside Sales Regions Bus Dev Products Engineering Manufacturing Quality Divisions Aerospace Defense Commercial Projects Project 1 Project 3 Project 4 Project 2
- 2. Redefining Workwith Office 365 Started in 2012 in Northern California Microsoft ISV Partner, CityNext Partner, Cloud Accelerator Partner Today over 1300 installations worldwide Provide: Out-of-the-box Workplace solutions on Office 365 and SharePoint www.spmarketplace.com Darrell Trimble, CEO
- 3. Communications Site MS Teams O365Group Agenda The challenge of mapping your organization to Office 365 Breaking down the typical Organization Office 365 Components and their uses Mapping your Organization to Office 365 Transformation: Evolving to a Digital Workplace What a Digital Workplace looks like on Office 365
- 4. The Challenge 1. Traditional Splintered view of an Organization ◦ Grew Organically by Department / Function ◦ Only 1 C-Level has view across entire structure – COO or CEO ◦ No Cross Department internal plan for doing business consistently 2. Microsoft has Splintered view of how an Organization operates Everything is Team oriented Organization Charts are a thing of the past Separate product teams, no overall strategy Keep changing direction You are going to have to figure this out for yourself!
- 5. Your Organization CEO Departments HR IT Finance Facilities Marketing Sales Inside Sales Regions Bus Dev Products Engineering Manufacturing Quality Divisions Aerospace Defense Commercial Defined Functional Areas • Whole Organization: • News, Communications, Culture • Internal Operations >> Employees • Services to keep operation running • Departments like HR, IT, Facilities, Finance, Safety, Legal, Marketing… • Services, Resources (Documents), Processes • Policies, Procedures • Product / Service Operations >> Create Product • Engineering, Manufacturing, Service offerings • Team oriented, Product line, projects • Sales / Service Operations >> Customers • Sales Transaction oriented • Individual or team orientation • Executives >> Strategy, Direction, Ops Mgt • Team, individuals, Leadership, KPIs
- 6. Requirements by Entity Type Organization • Main News, Info • Establish Culture • Basic Org Info • Act as Everyday Home Page Execs • Peer to peer Portal • Secure and Confidential • Dashboards, KPIs • Discussions • Industry News, Info • Strategy Plans Departments • Service portal for Employees • Secure Staff portal to organize function • Staff team collaboration(s) • Service Requests • Integrated with Process Apps Product/Service • Top Division Portal • Product Team Portals • Share Plans, docs etc. • Project Oriented • Product Area Specific News Sales / Service • Team Collaboration • Cross Info between Sales, Service, Support • Customer Info Sharing • Integrated processes across customer lifecycle Portal Type Communication Team Portal with BI Service Portal Funct Staff Portal Team Portals Communication Resource Portal Team Portals Team Portals Customer Portal
- 7. The Detail from Microsoft
- 8. What Office 365 Offers For Collaboration Teams •Peer to Peer Team •Interactive, Internal, isolated, collaboration only Yammer •Collaboration through Chat, External oriented •Share docs Groups •Peer to Peer Team •Email interaction, integrated, Internal, collaboration only SharePoint Team Sites •Peer to Peer Team •Less Interactive, generally integrated, Process, Docs, Totally Flexible SharePoint Communication Sites •Open to all internally. Organization Home Page •Focused on News and Info, focus on visually attractive pages SharePoint Department Sites* •Not Peer to Peer •Custom Site to separate Service from Functional Mgt •Employee Portal and Staff Portal
- 9. Office 365 Services <> Collaboration COLLABORATION MODULE Teams - SERVICE File / Doc Storage ◦ One Drive ◦ SharePoint Libraries Task / Project Tracking ◦ SharePoint Tasks ◦ Outlook Tasks ◦ Planner Discussions ◦ Skype for Business ◦ Chat in Teams ◦ Groups Conversations Business Intelligence ◦ Power BI
- 10. What this is about: Making it easy to do business inside your organization Traditional Organization Internal Services Structure with a Digital Workplace Internal Business Structure
- 11. Organic Growth of Departments Policies Procedures Processes Service Systems Policies Procedures Processes Service Systems Policies Procedures Processes Service Systems Policies Procedures Processes Service Systems Policies Procedures Processes Service Systems
- 12. Organic IT - Systems from the departments outHR • HRIS • Talent • Time-off • Performance • Policies • Payroll • Help Desk • Docs • Training IT • Help Desk • Assets • Vendors • Network Mgt • Change • Projects • Policies Finance/Admin • Accounting • Billing • Purchasing • Expenses • Budgets • Help Desk • Contracts • Docs • Policies Marketing/Sales/Services • CRM • Quotes • Campaigns • Website • Sales Docs • Mkt Docs • Support Desk • Services Projects Engineering • Projects • Product Mgt • Scheduling • Bugs • Docs • Design
- 13. email tasks calendars documents expense reports time off forms competitive information purchases communications customers payments projects policies address books events procedures announcements events IT help contracts Industry news HR questions benefits
- 14. The Result Out of control IT costs Employee frustration Impact on ability to grow Hard to do business inside my own organization!
- 16. No Overall Internal Services Strategy No IT infrastructure
- 17. What an employee needs to do their job: Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more
- 18. What Employees get from Departments: Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more HR Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more IT Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more Marketing Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more FM Information • News • Events • Announcements • Contacts Resources • Policies • Procedures • Forms • Other Docs • Media • FAQ, KB Service Requests • Questions • Problems • Requests • Status Processes • Time-off • HR data • Expenses • Purchases • Travel • Many more
- 19. Customer Service 101: Provide a consistent and intuitive way to get services Chicago New York San Francisco
- 20. Bridge Siloed DepartmentsHR • HRIS • Talent • Time-off • Performance • Policies • Payroll • Help Desk • Docs • Training IT • Help Desk • Assets • Vendors • Network Mgt • Change • Projects • Policies Finance/Admin • Accounting • Billing • Purchasing • Expenses • Budgets • Help Desk • Contracts • Docs • Policies Marketing/Sales/Services • CRM • Quotes • Campaigns • Website • Sales Docs • Mkt Docs • Support Desk • Services Projects Engineering • Projects • Product Mgt • Scheduling • Bugs • Docs • Design Common Communication and Internal Services Structure
- 21. What is Needed 1. Define an Internal Business Structure (in context of your organization) ◦ Consistent way to deliver and access: ◦ Information – News, Announcements, Alerts, Events etc. ◦ Resources – Documents (policies, procedures, forms), Media, Reference info ◦ Services – questions, requests, support ◦ Processes – employee facing processes (time-off, expenses, etc.) ◦ Collaboration – people directory, teams, discussions, meetings etc. ◦ Across departments and functions, in the context of work 2. IT Infrastructure - to support the Internal Business Structure 1. Front office tools – Office 365 type tools and services 2. Operational Portal structure that integrates with front office 1. Predefined portals for different levels of the Business Structure 2. Flexibility for change 3. Self supported by departments, groups (power user capabile)
- 22. Introducing a Digital Workplace (DWP)
- 23. • Information • Process • People• Technology Introducing a Digital Workplace (DWP)
- 24. Groups Security Data Content Workflow Collaboration Connectivity Digital Workplace Platform Operational Portals (SharePoint) Office 365 GroupsProcess Applications (Dynamics 365 or?)
- 25. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Information ResourcesService Requests Processes IT HR Internal Services Structure Best Practice Mkt “Operational Portal Structure”
- 26. WWW.COLLAB365.EVENTS Department Intranet Home Department Department Help Central Doc Central Process Central OrganizationEmployeeDepartments Communities Divisions or Groups Information ResourcesService Requests Processes IT HR Internal Services Structure Mkt
- 27. Common User Experience Groups Security Data Documents Workflow Collaboration Connectivity Digital Workplace Platform Buy Or Build?
- 28. Common User Experience Groups Security Data Documents Workflow Collaboration Connectivity Digital Workplace Platform
- 29. IT Infrastructure with Office 365 Create an intuitive, consistent way for employees to: ◦ Receive news and information ◦ Find resources – Docs, media, ◦ Get assistance and services ◦ Share and Collaborate across the organization and in teams ◦ Access frequently used processes Enhance department operations ◦ Present a consistent way to serve their customers – employee portal ◦ Manage and track requests for assistance and service ◦ Organize documents, tasks, and collaboration Lower IT complexity and cost with a common platform approach Provide a way to evolve to the Digital Workplace ◦ Phase it in over time ◦ Drive adoption through peer experience
- 30. Module Types to Map •Organization Home •Could be Division HomeIntranet •Sub-intranet •Custom Dept site that is templatedDivision •Employee Central for Org •Could repeat for DivisionsESS • OOTB designed for function • Act as wrapper or full functional PortalFunctional Dept • Service Department Template • Use for all other operational departments Generic Dept Group Site • Non Service Department – Team only • No license required, customize and template
- 32. Intranet Home HPS Online Div Faucet Depot HirschNet HPS Div Inside Sales Branches HPSD National Sales Hospitality MAC Export HPS Departments Inventory CDC Marketing IT HR Safety Facilities TrainingFinance Credit AP Projects Meetings Employee Self Service Legend: Intranet ESS OOTB Dept Generic Dept Custom Division Group Site Required Modules • Intranet Package • IP, ESS, 3 Depts • Fully Functional Portals • Marketing • Facilities • Training • HR (wrap ADP) • Project Tracker • Additional Dept - 8 Use 365 Groups
- 33. Bridge Silos Today! SharePoint Application Templates “Native” Office 365 and SharePoint 100% Customizable by Business Power Users Leverages O365 Components and Apps Adapts to future O365 changes Best Practice Intranet Structure Organizational Hub for Employees Consistent design across all departments SP Digital Workplace Solutions www.spmarketplace.com
- 34. Transform your business on Office 365 www.spmarketplace.com Learn more, see it in action at:
Notes de l'éditeur
- Use: all demos Objective: Establish credibility, leadership in the O365 Business Solutions market. Positioning: subtly position us above newer competition that has just entered the market Transition: let me take a couple of minutes to explain overall what we do before getting into your particular product of interest.
- Use: All demos Objective: Make them realize that over time they have built a monster which hurts their business. Detail: Systems and processes driven by individual departments (from their perspective out, rather than the employee in) have made it harder to do business internally than externally.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.
- Use: Intranet or Suite deals only Objective: Establish a best practices that provide a structure that is in the context of the organization. Detail: After over 700 deployments, we have learned what works and what does not. From this we have established a best practices structure that provides an employee with an intuitive approach that is in the context of the organization. Competitive jab: It is really more than just a fancy Intranet web page, rather it establishes a structure to build your organization hub over time which supports typical Intranet features like news, communication, collaboration and documents. It goes beyond that to drive productivity and ROI by providing a structure for consistent access to internal service processes, help desks, and document management.
- Use: All demos Objective: Introduce the product offerings as a unique integrated solution which greatly accelerates productivity, ROI and adoption of O365. Detail: Communicate the depth of our offerings, and how they uniquely work together in an integrated approach. Also that application services takes our templates beyond simple SharePoint template to powerful solutions supported by over 100 enhanced features above standard SharePoint. Also make sure they know that they can start with IT or Internet for example, and add modules as they need them. Competitive jab: It is the only offering that goes beyond a simple Intranet home page, to provide a structure to build upon.