A session presented at the Digital Workplace Conference 2018 in Melbourne, Australia.
Focusing on Microsoft Forms inside of Office 365 and the power they bring.
3. Melbourne 2018
Change & Adoption
Practice Lead
Prosci method aligned
Office 365 focus –
consults in adoption,
launch, training across
the suite
4. Melbourne 2018WHY ARE WE HERE?
What is Forms
Demo
A hidden gem in Office 365
Forms inside of Office 365
The power of Forms
Forms in your world
Launch & adoption
6. Melbourne 2018SOME BACKGROUND
FORMS STARTED IN EDUCATION,
MADE AVAILABLE TO
COMMERCIAL LATE APRIL 2018
SIMPLEST OF OFFICE 365 TOOLS NO DEPENDENCIES ON MAILBOX
OR ONEDRIVE
CAN BE UP AND RUNNING IN
MINUTES
8. Melbourne 2018FORM VS. QUIZ
FORM
Customise the design
Question types: choice, text, rating,
date, ranking, Likert
Instant results
Email responses
Branching
QUIZ
Same as a form, but with:
Add message for respondents who
select answers
Allocate points for each question
Specify correct answers
Maths!
12. Melbourne 2018A HIDDEN GEM IN OFFICE 365
THE IMPORTANCE OF
HUMAN ENGAGEMENT
LISTENING TO PEOPLE WHY PEOPLE NEED
FEEDBACK
HOW MUCH THIS HAS
INCREASED IN THE
MODERN AGE OF CHANGE
Why is Forms important?
13. Melbourne 2018
HERDING CATS
Getting input on:
date/time
location
venue type
food
A HIDDEN GEM IN OFFICE 365
14. Melbourne 2018A HIDDEN GEM IN OFFICE 365
The opportunity to shift from traditional forms
Potential to be 'paperless'
Sustainability
15. Melbourne 2018FORMS AND DIGITAL TRANSFORMATION
Process
complexity
Changing
workflows
Systems
integration
Speed of
transformation
Ability to
adapt
17. Melbourne 2018
OFFICE 365 TOOLS WITH SIMILAR
FUNCTIONALITY
SharePoint survey
Forms for Excel
(formerly known as Excel Survey in
OneDrive & Excel Online)
SharePoint list
18. Melbourne 2018TO FORM OR NOT TO FORM?
SharePoint list
SharePoint list + PowerApps form
32. Melbourne 2018FORMS FOR BETTER MEETINGS
PRE-MEETING RESEARCH
Be educated before going in the room
Save valuable time lost to random
conversation
Get to the point faster
POST-MEETING RESEARCH
How did you do, and what can be
improved?
Follow-up questions
33. Melbourne 2018MORE EXAMPLES FOR FORMS
Employee satisfaction
Post training survey
Employee feedback on Office 365 application use and training needs
Adoption campaign use
Coffee club
Friday lunch
What else do you need to fill out or get a response on?
34. Melbourne 2018LAUNCHING FORMS
STRUCTURED
IMPLEMENTATION
AND CAMPAIGNS –
THESE ARE NOT
REQUIRED
NO TECHNICAL
DEPLOYMENT OR
REQUIREMENTS
OTHER THAN USER
ACCOUNT
VERY LOW IT SUPPORT
REQUIREMENTS
END USERS ARE
BECOMING SAVVY
KEEP IT TURNED OFF,
AND THE APPETITE
WILL DISAPPEAR
EASY TO USE, GREAT
QUICK WINS, LET
THEM TRY IT!
Change and Adoption Practice Lead
Background – psychology, projects - performance/ HR software, Office 365 migrations and then Change and Adoption focus
Industry shift – from exchange migrations, adding then a couple of launches, to now the crucial conversations about 'what to use when' and mapping out key scenarios and behavior change.
Megan
Its simple to use, quick wins, high value
Dependencies – stand alone application that as long as you have a license its available
Up and running – just get started with one
Spot the difference
Switch to live survey
Show export to Excel
Lets take a moment for some deeper context.
Engage, listen, respond.
Employee engagement:
- disengaged employees can impact culture, reduce customer service, impact retention, and even decrease profit
- help increase feeling of belonging and purpose, and increase growth and happiness
Listening:
- Engage people, be proactive and make steps to increase retention. Bottom-line – the more engaged, more connected, the more motivated. Create a culture of listening.
Asking for feedback requires courage at times however it can be very valuable.
- prevents us from being stuck or discouraged
- can unlock change and improve performance
- continued learning
Megan
Leave forms – paper
Performance review – Word doc
Training session feedback – paper
Keep it in the ecosystem!
Loryan
Talk about complexity of converting processes from analog to digital
Talk about workflows
Talk about integration with systems
Talk about actual speed of achieving digital transformation
Talk about changing needs, lack of agility
Loryan
Loryan
Loryan
Embed like a web part.
Create new one now or embed existing.
Choose to surface the form or the results.
Eg. mgmt. site showing up to date eNPS
Just click on the tab and select the Forms application.
LORYAN: Teams product feedback anecdote
Add in as a media part
When user is moving through your Sway, at appropriate point survey or quiz comes up
You might not be ready to use Sway, this is another way to run a presentation and pause to check knowledge along the way with a check point and a quiz
Each additional user is $348 per year
Upgrade to Premier to remove SurveyMonkey branding
Compared to Office 365 Business Essentials at $7.04 per user per month (ie. $84.48 per year)