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M365 Philly Virtual
SPSPhilly
July 21-23, 2020
www.spsevents.org/event/philly2020
Chirag Patel @techChirag
Designing and Implementing
Microsoft 365 Adoption Centre
M365 Philly Virtual
SPSPhilly
July 21-23, 2020
www.spsevents.org/event/philly2020
Sponsored By:
Chirag Patel




Development DBA,
SharePointAdministrator
2001
SharePoint & BPOS
Consultant
2012
Independent SharePoint
& Office 365 Consultant
2014
MicrosoftTeams,
Power Platform
2018
Microsoft 365
2019
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
SESSION OVERVIEW
 Organisation overview
 What and Why Microsoft 365?
 Users and Champions
 Communication Activities
 Training solution
 Keeping up with Microsoft 365
 Targets and Metrics
REAL WORLD ORGANISATION PROFILE
Renewable
Energy
Company
2500 users
10 countries
(From USA
to Australia)
Projects is
what we do!
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
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
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
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)
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:
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
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
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/
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
OFFICE WHAT’S NEW MANAGEMENT
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.
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
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
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
FURTHER RESOURCES  https://Adoption.Microsoft.com
1. Get Started
2. Engage Your Org
3. Train Your Org
4. Build Champions
5. Secure Your
Environment
M365 Philly Virtual
SPSPhilly
www.spsevents.org/event/philly2020
M365 Philly Virtual - Event Feedback
https://bit.ly/3haA4O6
M365 Philly Virtual – Speaker Feedback
https://bit.ly/3hhUogM
https://techchirag.com

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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
  • 2. M365 Philly Virtual SPSPhilly July 21-23, 2020 www.spsevents.org/event/philly2020 Sponsored By:
  • 3. Chirag Patel     Development DBA, SharePointAdministrator 2001 SharePoint & BPOS Consultant 2012 Independent SharePoint & Office 365 Consultant 2014 MicrosoftTeams, Power Platform 2018 Microsoft 365 2019
  • 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
  • 16. OFFICE WHAT’S NEW MANAGEMENT
  • 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
  • 22. M365 Philly Virtual SPSPhilly www.spsevents.org/event/philly2020 M365 Philly Virtual - Event Feedback https://bit.ly/3haA4O6 M365 Philly Virtual – Speaker Feedback https://bit.ly/3hhUogM https://techchirag.com

Notes de l'éditeur

  1. https://techchirag.com https://twitter.com/techchirag https://www.linkedin.com/in/techchirag https://www.slideshare.net/techchirag https://www.youtube.com/playlist?list=PLJeDQGE0NCWDSoVssBLcJY9paIFgDb-A8
  2. 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!