There is a growing trend of organizations embracing new capabilities in “the cloud” to meet their digital workplace and Intranet needs. While some organizations are running their Intranets “on premise,” most are transitioning or have migrated to cloud-based solutions or run them on platforms like Microsoft 365.
The question for many companies is not “should our intranet be built with Microsoft 365?” but “how should we integrate or build our Intranets with Microsoft 365”. This is even more true today with the emergence of new modern Intranet capabilities and continued innovation from Microsoft that must be reconciled with enterprise Intranet/Digital Workplace needs.
In this session Richard Harbridge will explore:
• The benefits new Office 365 features bring to an intranet
• Where the issues and challenges will lie
• Practical guidance on when and how you may integrate Office 365 with your existing intranet today
1. M365Conf.com
MICROSOFT 365 COLLABORATION CONFERENCE
INTRANETS & DIGITAL HUBS WITH MICROSOFT 365: WHAT YOU NEED TO KNOW
RICHARD HARBRIDGE
CTO At 2toLead
@RHarbridge & Richard@2toLead.com
4. Human Resources
We have been focusing more and
more on employee engagement.
We need more than policies; we
need to help people adhere.
We need to make it easier for
employees to get support.
Hybrid work and new recruiting
demands require change.
6. Communications
Enabling more effective
communication matters.
We need to improve engagement
in organizational communications.
Need to enable consistency, brand
alignment and better experiences.
We need to highlight, amplify and
personalize communications.
8. Administrator
It’s difficult or time consuming
to update and maintain.
I can’t safely delegate any
management to end users.
I can’t enforce any guidelines
for how it should be used.
I don’t have a good way to
surface coaching or guidance.
10. What do we generally see across our clients?
Improve
Communication
Provide a powerful channel
to communicate, reduce
noise, and help employees
feel informed.
Inspire
Confidence
Provide a trusted repository
for authoritative corporate
information, creating a
source of truth.
Drive
Efficiencies
Make it easier for employees
to find critical information
and get their core tasks done
with increased efficiency.
Foster
Engagement
Create a medium for two-
way communication,
allowing employees to be
heard and feel included.
Nurture
Community
Develop a platform to allow
employees to feel better
connected to one another
and part of a larger whole.
11. How the roadmap is broken down into categories
Facilitate Governance & Responsibly Empower
Absorb complexity into management, align with policies, simplify compliance, security and performance.
Establish An Effective Foundation
Foundational and important work from strategy to architecture that is necessary for continued digital workplace success.
Migrate & Modernize
Move away from legacy systems into long-term, supported, and more integrated experiences.
Foster Collaboration, Connection & Engagement
Make it easy and efficient for employees to onboard, teams to work together, from anywhere, to gain insights on
what is important and feel included.
Improve Communication, Navigation & Search
Provide more effective ways to communicate, reduce noise, feel informed, engaged and get their core tasks done
with increased efficiency.
12. PHASE 1 - Modernize
0-6 months
PHASE 2 – Connect & Integrate
6-12 months
PHASE 3 – Intelligent & Automated
12-24 months
A summary of the initiatives planned over the next 24 months
Digital Workplace
Strategy & Roadmap
Modern Navigation
(Custom Header & Footer)
Employee Preboarding
Portal(s)
Migrate & Develop
Intranet Content
Establish Digital
Workplace Backlog
Intranet Site, Page &
Team Template Design
Intranet Governance
Design & Planning
Employee Networking &
Connection App (Release 1)
Foster Collaboration,
Connection & Engagement
Improve Communication,
Navigation & Search
Migrate
& Modernize
Establish An
Effective Foundation
Facilitate Governance
& Responsibly Empower
Teams Company
Communicator App
Employee Onboarding
Organization Portal(s)
Employee Onboarding
Departmental Site(s)
Digital Workplace
Directory (Release 1)
Digital Workplace
Directory (Release 2)
Employee Networking &
Connection App (Release 2)
Teams Company
Communicator App (Enhancements)
Targeted Search Experience
& Search Refiners
Intranet Navigation
& Search Design
Intranet Integration
& Solution Design
Intranet Content Design
& Migration Planning
Build Of Sites, Pages,
Teams & IA
Intranet Launch
Automating & Improving Onboarding,
Transfers & Offboarding Solution(s) (Release 1)
Bring The Intranet Into
Context Of Work (Topics)
Bring Knowledge To Users In The Context
Of Their Work (Topics Broader Rollout)
Enhanced Intranet
Insights (Release 1)
My Links, Alerts &
Subscriptions (Release 1)
Digital Center Of
Excellence (Release 1)
Digital Center Of
Excellence (Release 2)
Targeted Viva
Learning (Pilot)
13. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
14. Providing a consistent navigation experience
Suite bar
– Shared across O365 suite
– Logo graphic (organizational)
– Link to SharePoint Home
– Access to Microsoft Start
– Access to App Launcher
– Link to organizational ‘Home’
– Header background color
– Set in O365 Admin Centre
Hub navigation
a.k.a. “Portal Navigation”
– Shared across hub
– Logo graphic (hub)
– Link to hub home
– Background color
– Set in Change the Look
App bar
– Shared across O365 suite
– Global navigation links
– My sites (graph driven)
– My news (graph driven)
– My files (graph driven)
– Can be disabled temporarily
a.k.a. “Global Navigation”
Site navigation
a.k.a. “Current Navigation”
– Shared across site
– Logo graphic (site)
– Link to site home
– Background color/picture
– Minimal, compact, standard,
extended
– Set in Change the Look
15. Providing a consistent navigation experience across site collections
App bar
Global Navigation Frequent and followed sites Recommended news Recent files
18. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
23. Leverage 1st party supported integrations with popular industry leaders.
24. Leverage a unified news feed that aggregates yammer announcements and news
recommended for the current user all while empowering quick and easy engagement.
25. Leverage a unified news feed that aggregates yammer announcements and news
recommended for the current user all while empowering quick and easy engagement.
Amplify the reach of your announcements by leveraging the news boost feature which ensures
featured news gets the attention it deserves
26. Leverage a unified news feed that aggregates yammer announcements and news
recommended for the current user all while empowering quick and easy engagement.
Not (yet)
available
27. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
28. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
29. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
30. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
31. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
32. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
33. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
34. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
35. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
36. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
37. From Viva Connections dashboards to Viva Topics navigation can be targeted, dynamic and
integrated where users already work (Microsoft Teams, Outlook, Teams Mobile App & More)
38.
39. From improvements to the editor with context IQ for collaboration to improvements to
how creation journeys happen there is a lot that Microsoft is working on here.
40. From improvements to the editor with context IQ to improvements to how creation
journeys happen there is a lot that Microsoft is working on here.
41. Yammer is evolving and for corporate communications there are new ways to engage,
design and integrate Yammer capabilities into your digital hub experiences.
42. Yammer is evolving and for corporate communications there are new ways to engage,
design and integrate Yammer capabilities into your digital hub experiences.
43. Yammer is evolving and for corporate communications there are new ways to engage,
design and integrate Yammer capabilities into your digital hub experiences.
44. There are many ways Microsoft 365 enriches content from documents and files to list items. A good
example of this is how instead of just a redirect a video link can do much more.
45. There are many ways Microsoft 365 enriches content from documents and files to list items. A good
example of this is how instead of just a redirect a video link can do much more.
46. There are many ways Microsoft 365 enriches content from documents and files to list items. A good
example of this is how instead of just a redirect a video link can do much more.
47. There are many ways Microsoft 365 enriches content from documents and files to list items. A good
example of this is how instead of just a redirect a video link can do much more.
48. There are many ways Microsoft 365 enriches content from documents and files to list items. A good
example of this is how instead of just a redirect a video link can do much more.
49. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
50. PROBLEM: CONTENT GROWS OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.
How can we help our users navigate this?
With so many spaces (sites,
teams, yammer communities and
more) how can an Intranet (a
Digital Hub for your Digital
Workplace) improve navigation
of these spaces?
51. SOLUTION: LEVERAGE OOTB NAVIGATION?
Mega menu layout enables you to better organize and showcase the related content and sites
based on topic categories and headings. All with audience targeting and more…
Out Of The Box
●
52. SOLUTION: DESIGN BETTER NAVIGATION!
Navigation doesn’t need to be limited to top level links, or simple UI layouts. Here we have two
examples of content in the nav, and richer/deeper nav.
Requires Customization
◔
53. Menu design can be more tailored to your needs and support everything from an integrated local
navigation model blended with global navigation to iconography to support rapid identification.
Organizational links are
displayed in the user’s
preferred language and
can be targeted to certain
groups.
Links are organized
under headings to
allow categorization
of links.
Links specific to the current
site are always displayed here.
54. Site Links are accessible directly from
the header via selecting the Site Title
Introducing a new variant which places organizational headings front and center. What if local
navigation could be integrated into your global navigation experience?
55. Ensuring external and support resources are always available
Footer Links provide easy access to important
external resources, help, or contact information
Social Links provide the ability to
link users to your core social
networks ensuring they get the
visibility they deserve
Footer is persistent and consistent across sites,
reinforcing brand identity and providing easy
access to your external website
56. Footer Links are displayed in the
user’s preferred language and can be
targeted to certain groups.
Ensuring external and support resources are always available
57. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
58. PROBLEM: CONTENT GROWS OVER TIME…
The modern digital workplace and Intranet has a continually increasing number
of digital spaces or ‘sites’ where content is stored and shared.
59. SOLUTION: DIRECTORY EXPERIENCES!
What is shown below is a really simple mockup of a filtered OOTB site directory experience.
You can create many pages with different views/visuals and relevant links to resources (Team, Site, Yammer, etc.)
Our communities can be filtered or explored by hierarchies (site explorer), by focus area (topic map), by the ones you recently visited or have favorited (your sites, your
teams, your communities) or by filtering the columns below (just click the column header).
Link ID Community Manager(s) Practice Groups Date Created Category Private Owner
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
Metropolis Independent School
District
DIS020 Brooks, Mel; Knight, Misty; Grey, Jean; Banner,
Bruce
Public/Education Law 10/27/2018 RFP N Jones, Jessica
International Bank Of Banking EB001 Strange, Stephen; Connor, Sarah; Ripley, Ellen Corporate Securities 11/16/2018 RFP Y Snow, John
Travis County, Washington TCT001 Opel, Glenn; Knight, Misty; Allen, Tim; Banner,
Bruce; Marco, Polo, Rambo, John
Litigation; Environmental 11/15/2018 RFP Y Jones, Jessica
Gotham Housing Authority SAH012 Balboa, Rocky Government; Real Estate 11/03/2018 Pitch Y Jones, Jessica
Harbridge Corp HIL003 Parker, Peter; Spector, Marc; Segal, Steven; Bond,
James
Trademark & Copyright 10/30/2018 Proposal N Danvers, Carol
SITES, TEAMS & COMMUNITIES IN OUR ORG Not Following
BROWSE SECTIONS DEPARTMENTS SITES, TEAMS & COMMUNITIES MY LINKS
Org
Logo
Search
Out Of The Box
●
OOTB Lists and web parts
can give you directory
experiences if you simply
store the data from the
request process
(approved or already
created spaces).
* Public by default scales and
works better in the long run
60. Design and implement a simplified experience that gives you quick access to teams, sites, communities,
and more. Complimenting your Intranet and Digital Workplace Strategy. www.M365Sprawl.com
62. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
63. SOLUTION: AUDIENCE TARGETING?
Targeting audiences for pages allows for roll up and display control while not restricting based
on permissions. This applies to all news and pages and can enable some great new scenarios.
Out Of The Box
●
This targeting can
be great to improve
focus and priority
on what to display.
Useful, but it’s not
personalization is it?
Necessary but not
sufficient.
64. Keep in mind that while we should absolutely leverage audiences in the navigation, that when we do
it is a great opportunity to get feedback on how well designed our audiences are.
View All Links (Without Audiences) - Great To Track If People Click Through Here To Navigate
(Indicates Audience Filter Might Be Over Filtering Or Incorrect)
How Has This Been Filtered? (These Are Your Applied Audiences
& Option To Share Feedback To Improve Audience Alignment Or
Optimally Provide Self-Service)
65. Enable communicators to leverage Microsoft Teams as an effective push channel for key or targeted employee
communication. Get it here: https://github.com/OfficeDev/microsoft-teams-apps-company-communicator
66. Keep in mind that user experiences, analytics, authoring and publishing methods can easily be
improved to build on the Company Communications Solution in Microsoft Teams.
As an example there
is a branch with
this functionality you
could leverage.
67. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
68. PROBLEM: ITS OVERWHELMING…
Think about your typical Intranet. How many different things are organizations trying to
squeeze into that homepage when you open your browser?
Out Of The Box
●
These are all news
web parts.
There are also
multiple event web
parts and many other
roll ups on a typical
Intranet. Too much?
69. SOLUTION: DESIGN BETTER FEEDS!
Often customers might create their own visualization for news, events or activities rolling up
within their Intranet which drives greater usability, engagement, integration and more.
Clearer categories
and sources, greater
at a lance insights
such as comment
count can increase
engagement and
you can even color
code and style it the
way that best helps
the user.
This can bring together events,
different types of news,
spotlights, 3rd party activity
highlights, existing capabilities
like saved for later, and much
more into a single design.
Requires Customization
◔
70. SOLUTION: PERSONALIZED!
Sometimes the capabilities built in aren’t quite enough (or may be years away from meeting your
needs) so it might make sense to add your own web part and targeting/personalization capabilities.
Requires Customization
◔
71. SOLUTION: DESIGN BETTER NAVIGATION!
Navigation can also display more ways for users to personalize and manage their apps,
resources, tools, places they work and more.
Requires Customization
◔
Requires Customization
◔
Personalization options that
allow users to define their links,
apps, tools and resources can
make a global navigation that
much more helpful.
This doesn’t have to be in
the core menu design and
could always be a header or
footer control.
72. Effectively combining a user’s personal links with links that have been promoted by the organization.
The user can pin Promoted Links suggested by the
organization as useful.
The user can add Personal Links of their choosing.
Sorting based on user’s preferences
73. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
74. SOLUTION: BRING IT INTO GLOBAL NAV!
While structured and managed navigation is still valid in today’s world it is also important to
improve navigation with powerful capabilities like search and dynamic navigation.
SharePoint Home In The Global Navigation
Bring the power of that dynamic
personalized navigation into the
global/top nav experience.
Requires Customization
◔
You can improve what MSFT
provides with icons, more filters,
more personalization, and your
own styling.
75. SOLUTION: DESIGN BETTER NAVIGATION!
Navigation can be targeted and dynamic. Consider even having individual results show in the
global navigation around key and frequently accessed resources for that user.
Consider bringing targeted,
personalized documents, forms,
policies and content to the user
inside the navigation experience.
Requires Customization
◔
76. Intranets & Digital Hubs With Microsoft 365
Maximize Out Of The Box
Leverage Less Landing Pages
Manage Sprawl With Directories
Advance Audience Targeting
Prioritize Personalization
Design For Dynamic (Not Static)
Improve Integration
77. SOLUTION: MORE INTEGRATION!
You can always build your own webparts, solutions and controls to make things easier and improve
the end user experience. As an example you could bring information into the nav menu.
Requires Customization
◔
78. SOLUTION: MORE INTEGRATION!
As another example you could bring key information into the Intranet via a custom SharePoint
Framework webpart on a key page, or across pages via the header or a panel design.
79. SOLUTION: MORE INTEGRATION!
As another example you could bring key information into the Intranet via a custom SharePoint
Framework webpart on a key page, or across pages via the header or a panel design.
80. Giving critical announcements high visibility or integrating important signals from other systems around
emergency announcements can be extremely valuable when combined with targeting and tracking.
Integrate high visibility alerts into the persistent
header to flag critical announcements and
ensure they are seen and read
81. Plan for extensibility to introduce modular functionality that can be integrated into the custom areas
you control such as the header and footer.
Objectives
▪ Extensions could be created and
deployed using a consistent model for
integration into the existing header or
footer solution. This enables flexibility in
how they are used across the
environment, better and easier
maintainability.
▪ Extensions could be designed to account
for new Microsoft 365 patterns as well as
known roadmap (e.g., Viva Connections)
implications and opportunities that
would promote better longevity of the
individual solutions.
▪ Prioritize and move your extensions
within the solution to meet your needs.
Track engagement in your extensions to
promote or demote their positioning
and how highlighted they are.
Extensions
My Links
Alerts
Stock
World Clock
Teaching Bubbles
User Preferences
Your custom needs
82. EXPLORE 700+ PAGES OF
FREE EXPERT GUIDANCE…
M365Intranets.com
M365Sprawl.com
M365Campaigns.com
M365Metrics.com
M365Resources.com
SharePointMigrations.com
& Many More At 2toLead.com