Top 10 Ways To Improve Office 365 Adoption

Top 10 Ways To Improve Office 365 AdoptionKeynote By: Richard Harbridge

@RHARBRIDGE

THIS IS IMPORTANT FOR ALL OF US…

The more people use the platform the more value the technology provides.

@RHARBRIDGEGETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT…

Often getting people to use more of the technology is just as important.

RICHARDHARBRIDGE

My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at

SPEAKER | AUTHOR | SUPER FRIENDLY

THE TOP 10 WAYS TO IMPROVE ADOPTION…

1.Impact Business Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption

6.Drive Awareness & Interest

7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build

Solutions

1. IMPACT BUSINESS OBJECTIVES…

ABSTRACT OBJECTIVES…

These kinds of objectives are not good objectives. They are platitudes.

S.M.A.R.T OBJECTIVES…

How many of your ‘objectives’ match this criteria today?

Break the objective down until you have S.M.A.R.T objectives.

We would like to automate and imp e our ‘paper based ‘legal’ ‘contract mngmt’’ ‘contract rvew processes. Specifically we would like to ‘imprv request rspnse e’ by…

Break the objective down until you have S.M.A.R.T objectives.

Solutions

1.Have S.M.A.R.T Objectives2.Complete The Transition3.Provide Effective Support4.Plan For Adoption5.Measure Adoption

Solutions

2. COMPLETE THE TRANSITION…

DON’T FALL BEHIND…It will be more and more challenging to meet expectations on legacy technology.

REMOVE ALTERNATIVES & MAKE MANDATORY…

Be proud; you rock superstar

It’s never the nicest option, but from leadership down can be effective.

Share ideas and docs in OneDrive

Look in Search & Delve

Ask others for help via Lync

Kick email butt with Exchange

Solutions

1.Have S.M.A.R.T Objectives2.Embrace The Office 365

Suite3.Provide Effective Support4.Plan For Adoption5.Measure Adoption

Solutions

3. PROVIDE EFFECTIVE SUPPORT…

SUPPORT POLICIES, GUIDANCE & PLANS…

How is Office 365 support managed and executed in your organization?

Objectives/Priorities Roles and Responsibilities Site Classification and Platform Classification Content Standards Site Provisioning Process/Questionnaire Content Migration Process/Questionnaire User Expectations Agreement Support Agreement(s) Training and Communication Plans Usage Monitoring Plans Taxonomy Management Plan

Site & Group Review Checklist(s) Profile Policy & Guidance User Lifecycle Policy Security Standards & Guidance Social Policies…

Tactical Support Team

Help Desk

Site Administrators / Champions

End Users

Learning Libraries/Online/Help

MULTIPLE TIERS FOR ESCALATION…

The core team supporting Office 365 can’t know everything or service everyone.

MEASURE SUPPORT…

Categorize requests further than by technology.

Books and Manuals Online

MSDN TechNet Blogs

Cheat Sheets One on One Classroom Training

DIVERSIFY SUPPORT…

Provide multiple resources and mediums for people to learn and get help from.

Solutions

Suite3.Policies, Guidance & Scale4.Plan For Adoption5.Measure Adoption

Solutions

4. PLAN FOR ADOPTION…

Office 365 Customer Success Center

success.office.com

Scenarios inspire people to work in new ways using Office 365, along with related communication kits to support adoption.

Scenarios

A four-step approach to drive adoption supported by downloadable templates and best practices.

Methodology

Featured adoption communities where you can learn from your peers and adoption experts.

Communities

Helpful resources to learn about other customer stories and special offers to make it easier to get started.

Resources

Learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption.

BUILD AN ADOPTION PLAN…

@RHARBRIDGE

Planning phase Execution phaseWeek 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12

Key eventsTarget Launch (date)

Project management

Finalize project plan

Executive launch activities

Build on results on end-user survey

Vision/business value

Vision and business scenario development

Define success criteria

Map to usage scenarios and build adoption plan

Usage scenario prep, executive training

Launch usage scenarios

Engagement activities/evaluate success

Technology enablement

Readiness for technical deployment of Office 365

Deploy for PoC Champions soft-launch

Deploy Office 365

Communications/training

Identify comms

& training needs

Develop comms & training plan

Finalize comms

& training plan

Launch teaser comms

Pre-launch workshops; create a help group

Launch comms and training

Ongoing awareness email campaign

Preform end-user survey

ChampionsIdentify champions

Build champion community

Train champions and brainstorm activities

Finalize launch activities

Determine ongoing activities

Execute launch activities

Identify and train new champions

Governance

Begin governance discussion; confirm exec sponsorship

Usage policy development

Prepare best-practice policies

Finalize usage policies

Share policies and resources

Examples of activities at success.office.com & improveit.how/book

PLAN ACTIVITIES TO DRIVE ADOPTION…

Solutions

Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Measure Adoption

Solutions

5. MEASURE ADOPTION…

VALUE IS REALIZED THROUGH USAGE & ADOPTION

So it’s critical to understand how you can measure usage and adoption.

@RHARBRIDGETOP SEARCHES & FAILED SEARCHES…

Easy to do and useful to publish not just use for tuning/improving search.

@RHARBRIDGE

REPORT USAGE PATTERNS…

Aggregating reports and sending them to leaders can be good to drive visibility.

PROVIDING USERS MORE INFORMATION…

Sharing more information with users can help them improve their usage.

Solutions

Suite3.Policies, Guidance & Scale4.Invest In Adoption5.Share Usage Information

Solutions

6. DRIVE AWARENESS & INTEREST…

REAL WORLD ADOPTION ACTIVITIES & MORE…

Find great ideas for driving adoption in our latest book http://improveit.how/book

ARE USERS AWARE OF APP EXPERIENCES?

Are you actively providing awareness of ways people can work at on any device?

@RHARBRIDGE

INTERNAL ADVERTISEMENTS…

Ads on the portal, posters, and more stuff from http://www.co-store.com/iw

@RHARBRIDGE

SCAVENGER HUNTS, TRIVIA CONTESTS, AND COMPETITIONS…

Planned contests can drive interest and awareness.

@RHARBRIDGE

ANNOUNCE NEW FEATURES / CAPABILITIES…

Including ones Microsoft adds for you. Take credit for it – really!

Solutions

6.Drive More Awareness 7.Guide Understanding8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build

Solutions

7. GUIDE & DEVELOP UNDERSTANDING…

@RHARBRIDGE

Find a Person/ Expert

Post and discuss a topic and/or content

Manage a meeting or event

Ask/ answer a question

Make an announcement

Find a Document

Send/exchange information/ documents

Produce/manage content

Tag content

Poll/survey a group of people?Rate or otherwise infer sentiment (e.g. “Like”)Establish relationships with people, information and sitesForm serendipitous connections via affinity-based relationshipsView activities

across team, community, or network

Post/view/comment on content and media

View profile, manage profile

PROVIDE USERS GUIDANCE ON WHAT THEY CAN DO…

Make it simple and easy to understand all the things they can do today…

@RHARBRIDGE

DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER!

It goes into much greater depth and can be found at WhenToUseWhat.com

Spend the majority of your efforts providing individual and group guidance.

Individual

Organizational

GUIDANCE HAS MULTIPLE LEVELS…

Personalize or base the matrixes you leverage on personas that change over time.

Office Video

Audience (Internal or External)

Skype For Business

IMSkype

Presence

Skype for Business Online

Meetings

Outlook E-Mail

OneDrive for

Business

SharePoint Team

SitesSharePoint

Intranet

Yammer Company

Communications

Yammer GroupsOffice 365

Groups

Individual OrganizationalGroupAd-h

Delve BoardsGUIDE USERS FROM WHERE THEY ARE…

Month 1 TargetMonth 2Month 3Month 4Month 5

Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ●

Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ●

Within the whitepaper we have provided guidance on 13 common scenarios…

WANT MORE SCENARIO GUIDANCE?

@RHARBRIDGE

DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER!

It goes into much greater depth and can be found at WhenToUseWhat.com

Solutions

6.Drive More Awareness 7.Guide Better Usage8.Coach & Find Champions9.Elicit & Capture Feedback10.Integrate & Build

Solutions

8. COACH OTHERS & FIND CHAMPIONS…

@RHARBRIDGE

COACH OTHERS & FIND CHAMPIONS…Learning via Co-Workers is among the most effective and most used methods.

@RHARBRIDGE

BEST IN CLASS SHOWCASES…

Recognize champions and educate on how others can improve/emulate.

Solutions

6.Drive More Awareness 7.Guide Better Usage8.Continue Engaging

Champs9.Elicit & Capture Feedback10.Integrate & Build

Solutions

9. ELICIT & CAPTURE FEEDBACK…

@RHARBRIDGE

SURVEYS, POLLS & FEEDBACK…

When you collect info ensure you share the results, actions & result changes.

@RHARBRIDGE

USABILITY TESTING, DIARY STUDY, CARD SORTING…

Lots of design, info architecture, and feedback activities can improve adoption.

@RHARBRIDGE

SUCCESS STORIES…

Add an option to submit success stories about how 365 helped. Then highlight.

Solutions

Champs9.Engage Users For

Feedback10.Integrate & Build

Solutions

10. INTEGRATE OFFICE 365 & BUILD SOLUTIONS…

@RHARBRIDGE

SOLUTIONS SHOWCASE…

Build solution summaries for business built solutions or IT ones and share them.

Solutions

Feedback10.Office 365 Is A Platform

@RHARBRIDGERESOURCES TO HELP YOU BE SUCCESSFUL…

These are a few of the resources you should check out.

Get started today with: FastTrack Content, Labs & Guidance: http://aka.ms/getfasttrack Office 365 Success Center: http://success.office.com Office 365 Training App: http://aka.ms/officetraining Office 365 for Business Learning Center: http://aka.ms/o365learning Join the “Driving Adoption” Group in: www.yammer.com/itpronetwork Lync 2013 Rollout & Adoption Success Kit: http://aka.ms/lyncrask Yammer Success Center: https://about.yammer.com/success/ Purchase & Provide Sweet 365 Gear: http://www.co-store.com/iw Leverage Popular Use Cases: http://www.discoversharepoint.com/ Discover SharePoint App: http://aka.ms/dspapp OnRamp (Automated Deployment Assistance): https://onramp.office365.com/onramp/ Office 365 Roadmap: http://office.com/roadmap

@RHARBRIDGEMORE RESOURCES TO HELP YOU BE SUCCESSFUL…

These are a few of the resources you should check out.

Available Programs (Applicability Varies): Customer Immersion Experience: http://aka.ms/TryImmersion

The Microsoft Experience Center provides you a facilitated hands-on environment to experience Microsoft’s productivity solutions through a series of simulated, every day scenarios.

Adoption Offer (New 150+ Seat): https://deploy.office.com/email-migration-offer

Software Assurance Deployment Planning Services: https://deploy.office.com/deployment-planning-services

Software Assurance Training Vouchers: https://www.microsoft.com/learning/en-us/software-assurance-benefits.aspx

Onboarding Center: https://deploy.office.com/onboarding-center

100+ PowerPoint Presentations on SlideShare: http://www.SlidesShare.net/RHarbridge

Richard Harbridge & Kanwal Khipple via LinkedIn or 2toLead.com

Thank You!Organizers, Sponsors and You for making this possible.100+ Sharepoint Presentations At.. Slideshare.Net/RHarbridgeWhen To Use What Whitepaper.. WhenToUseWhat.com Improve It Book.. ImproveIT.How/BookOffice 365 Success Center.. Success.Office.Com

Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR |

SUPER FRIENDLYTwitter: @RHarbridge. More to come on our blog at http://2toLead.com.

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