This session focuses on real world scenario with a global organisation who deployed Microsoft 365 with big-bang approach of apps and services, such as SharePoint intranet and team collaboration sites, Planner, Yammer, OneDrive. With no training program provisioned, this session covers how we did it to support change management with champions, training artefacts, guidance and series of webinars to help business users adopt Microsoft 365 and providing a rich content experiences in a Modern SharePoint site!
Designing and Implementing Microsoft 365 Adoption Centre - M365 Philly Virtual 2020
1. M365 Philly Virtual
SPSPhilly
July 21-23, 2020
www.spsevents.org/event/philly2020
Chirag Patel @techChirag
Designing and Implementing
Microsoft 365 Adoption Centre
4. Community Speaker
Chirag Patel
@techChirag
UK 2011-2014 #spsuk
EMEA 2011 #spsemea
India 2012 #spsindia
Belgium 2016, 2017 #spsbe
Cambridge 2017 #spscambs
Paris 2015 #spsparis
Madrid 2016 #spsmad
Barcelona 2017 #spsbcn
London 2015-2017, 2019 #spslondon
Leicester 2019 #spsleicester
www.techChirag.com
5. SESSION OVERVIEW
Organisation overview
What and Why Microsoft 365?
Users and Champions
Communication Activities
Training solution
Keeping up with Microsoft 365
Targets and Metrics
6. REAL WORLD ORGANISATION PROFILE
Renewable
Energy
Company
2500 users
10 countries
(From USA
to Australia)
Projects is
what we do!
7. WHY MICROSOFT 365?
We are a small and medium-sized business, we need to become truly global
We need to encourage collaboration and manage content securely
We need to increase efficiency and productivity
We need to reduce the use of third-party tools and services
8. WHAT IS MICROSOFT 365?
Desktop Apps
Word, Excel, PowerPoint, and
more
Online Services
Exchange, OneDrive, Skype,
SharePoint, Microsoft Teams
Business Apps
Microsoft Bookings, Outlook
Customer manager
Everything in Windows 10
Pro
Plus…
Windows Defender Security
Controls
Windows Autopilot
Automatic Microsoft 365
apps deployment
App protection for mobile
apps
Device Management for
Windows 10 PCs
Selective wipe of company
data
9. SO AGAIN…WHY MICROSOFT 365?
Internal
Communication
SharePoint
Communication
Sites
Yammer
Communities
Microsoft
Stream
Internal
Collaboration
SharePoint
Team Sites
Microsoft
Teams
OneDrive
Planner
Microsoft
Stream
Document
Management
File shares
Migrations
Contracts &
Agreements
Projects
Operations
External
Collaboration
Microsoft
Teams
SharePoint
Sites
OneDrive
Azure B2B
Chat / Enterprise
Conversations
Yammer
Microsoft
Teams
Outlook
Group
Conversations
Project
Management
SharePoint
Lists
Planner
Project for the
web
Project Online
Business
Applications
Forms
Power Apps
Power
Automate
Power BI
Connectors
https://www.microsoft.com/en-us/microsoft-365/products-apps-services
10. WHAT’S IN IT FOR ME?
Change manager Technical user Business user
Manager Field worker
Phase 1: Understanding culture
and discovering scenarios, use
cases
Phase 2: Intranet, Collaboration
(SharePoint and Yammer),
later Microsoft Teams
Phase 3: Document Management Phase 4: Business Applications
(Power Platform)
11. BUILDING CHAMPIONS NETWORK
Running the program
• Established 20 Business Champions (including
testers)
• Setup a Teams workspace and build plans
• Post M365 resources and training materials,
etc.
• Weekly meeting (AP, EMEA, Australia)
Project updates
Show and tell functionality
Eyes and ears of business
Building FAQs
• Share training previews to Champions
• Champions training
• Create the enthusiasm that grows adoption
of improved ways of working.
• Build a circle of influence amongst their
teams.
• Bring the new ways of working to life across
teams.
• Identify business challenges and possible
solutions.
• Provide feedback to the project team and
sponsors.
Champions help to:
12. SCENARIO EXAMPLES
Current Scenario MS Teams Scenario Benefits
Email excel attachments to
capture regional numbers
Post agenda and excel file to
capture data from regions and
@mention people for attention
• Reduction of emails
• No version management
required
Disparate ways of working on
agreement documents
Bringing the team together to co-
author documents
• One version of file
• Always contain the latest
changes
Meeting notes & actions sent to
team members late in the day via
email
Create notes in Team notebook
(OneNote) and assign action items
from Planner
• Meeting notes available
immediately
• Better transparency to keep
track of actions
Instruction manuals created in
Word/Powerpoint and sent to
joiners
Upload short guide videos in
Stream and share how-tos to team
• Reduced effort in producing
documents with screen shots
13. COMMUNICATION PLAN AND ACTIVITIES
Countdown email and intranet campaigns
Programme Launch
Skype to Teams upgrade notice
Launch day
PGLS (Post Go-Live Support) and surveys
Specialist knowledge based event sessions week
Customer story and demo
3 repeat session delivery
Complimentary article
Poster and email campaigns
Teams clinic – AMA (Ask Me Anything)
Lunch and Learn sessions
14. BUILDING MICROSOFT 365 ADOPTION CENTRE
• Help and support SharePoint website linking to
Microsoft training and support pages and
videos
• Built on Microsoft 365 Learning Pathways
(SharePoint) solution
On-demand, custom training from
Microsoft
Customisable Learning Experience
Build a custom playlist
• Keeping up to date with Teams new features
https://docs.microsoft.com/en-us/office365/customlearning/
15. BUILDING MICROSOFT 365 ADOPTION CENTRE
Configured to include our content:
• Application Information Sheets
• Success Stories
• Login and Mobile App Instructions
• Example Scenarios
• SharePoint Site Design Planning Guide
• Teams and Site Owner Responsibilities
• Microsoft 365 Usage Guide
• Marketing knowledge events sessions
and calendar invites
17. KEEPING UP WITH MICROSOFT 365 LANDSCAPE
• For significant updates, follow the Microsoft
365 Roadmap
• As an update gets closer to rolling out,
it is communicated through your
Microsoft 365 Message centre.
• A good practice is to:
Leave the majority of users in Standard
release
IT Pros and power users in Targeted
release to evaluate new features and
prepare teams to support business users
and executives.
18. HANDLING MICROSOFT 365 FEATURE REQUESTS
Business requirement Initial review
Suitable for Microsoft
365
• Business case
• Budget approval
• Third-party solution
available
Architecture review Review options Decision
19. LEARNING PATH FOR MICROSOFT 365 ENTERPRISE
ADMINISTRATOR
Key
Optional Path
Required Path
Skills and knowledge verified
Certification
ExamOne certification required
Start here
Microsoft 365 Certified: Modern Desktop
Administrator Associate
OR
Microsoft 365 Certified:
Teamwork Administrator Associate
OR
Microsoft 365 Certified:
Messaging Administrator Associate
OR
Microsoft 365 Certified:
Security Administrator Associate
OR
MCSE Productivity Solutions Expert
Online courses and instructor-led
training available to support learning
Microsoft 365
services
User identity
and roles
Access and
authentication
Office 365 workloads
and applications
MS-100: Microsoft 365
Identity and Services
Modern device
services
Microsoft 365 security
and threat management
Microsoft 365 governance
and compliance
MS-101: Microsoft 365
Mobility and Security
Microsoft 365 Certified:
Enterprise Administrator Expert
Microsoft 365 Certified: Teams Administrator
Associate
OR
20. TARGETS AND METRICS
Number of Logins to Microsoft 365
Delve Profile updates and completions
Knowledge-based events:
• Video views: Introduction, OneDrive vs SharePoint,
Collaborating with Microsoft Teams, Managing your personal
productivity
• Attendance figures
• Drop-in visits
Microsoft 365 Reports usage and analytics on various online
services
https://docs.microsoft.com/en-us/microsoft-365/admin/usage-analytics/usage-analytics?view=o365-worldwide
21. FURTHER RESOURCES https://Adoption.Microsoft.com
1. Get Started
2. Engage Your Org
3. Train Your Org
4. Build Champions
5. Secure Your
Environment
This session focuses on real world scenario with a global organisation who deployed Microsoft 365 with big-bang approach of apps and services, such as SharePoint intranet and team collaboration sites, Planner, Yammer, OneDrive. With no training program provisioned, this session covers how we did it to support change management with champions, training artefacts, guidance and series of webinars to help business users adopt Microsoft 365 and providing a rich content experiences in a Modern SharePoint site!