This document discusses the challenges of using Office 365 and SharePoint Online out of the box for initiatives like project management, records management, and knowledge management. It identifies four key things missing: 1) the inability to easily upload emails to SharePoint from Outlook, 2) the difficulty of classifying documents and emails, 3) emails and documents being stored separately, and 4) a disconnected user experience across tools and lack of mobile access. It introduces the harmon.ie software as a solution, allowing users to drag emails to SharePoint locations and capture metadata automatically, as well as providing a single-screen experience across Outlook and mobile devices.

1. What To Expect in the First Year with Office 365
Your post migration plan

2. Your Office 365 migration has been delivered,
But You Still Aren’t Sleeping at Night

3. Your Office 365 migration has been delivered,
What’s Keeping You Up?

4. You deployed SharePoint Online and Office 365
to deliver on business initiatives like…
Project
Management
Records
Management
Knowledge
Management
Email
Management
on SharePoint

5. For these initiatives to succeed, you need to be able to
- 1 -
Capture emails
- 2 -
Classify documents and
emails
- 3 -
Find emails and
documents connected to
the same project
- 4 -
Do all this…in and out
of the office.

6. Office 365 and
SharePoint Online
Don’t Deliver This
‘Out of the Box’
So What’s the
Problem?

7. What’s
Missing?

8. - 1 -
It’s virtually impossible to
upload email messages to
SharePoint from Outlook…
What’s
Missing?
…and you can’t find what
you don’t capture

9. How It Works from Outlook
Save email message to desktop From SharePoint browser, upload
the email.
Upload the email message to
SharePoint.
When it’s checked in, manually assign metadata, so
the email can be found later on.
Navigate to folder where email is
located and select it.

10. - 2 -
It’s hard to classify
documents and email
messages
What’s
Missing?
so workers don’t do it …
which means you can’t
find information later on.

11. It’s impossible to classify
multiple documents

12. It can only be done one
document at a time…

13. - 3 -
email messages and
documents are stored in
separate repositories
What’s
Missing?
…so it’s really hard to find
information later on

14. Emails are stored
in Outlook
Documents are stored
in SharePoint

15. - 4 -
Disconnected user
experience and lack of
mobile access
What’s
Missing?
…so it’s really hard to use
the tools

16. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

17. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

18. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

19. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

20. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

21. Disconnected user experience on desktop
Each Office 365 service has a disparate browser user experience.
The tools are not connected

22. No mobile SharePoint access
No way to upload email
attachments to SharePoint
from a mobile device

23. “I’m dizzy”

24. Because it’s so hard to use…
workers don’t use Office 365
tools

25. The Result?
Your Office 365 initiatives fails
Project
Management
Records
Management
Knowledge
Management
Email
Management
on SharePoint

26. And…
No sleep for you

27. What Can You Do?

28. Use harmon.ie!

29. Upload and classify email
messages to SharePoint
harmon.ie enables you to
drag email messages to
SharePoint project locations.
Metadata is automatically captured
so emails can be found later.

30. Open email attachments
in harmon.ie to upload
them to SharePoint
harmon.ie prompts for required metadata,
so documents can be found later.

31. harmon.ie provides same single-screen experience in
Outlook and on mobile devices

32. harmon.ie provides a powerful suite of products that empower the digital
workplace. An established global company serving thousands of enterprise
customers, harmon.ie products create a contextual, single-screen, personal
experience for Office 365 across mobile devices and desktop computers.
Learn more