80
Building the Digital Workplace in Office 365 @jefffried Jeff Fried CTO, BA Insight

O365 Tools for Building a Digital Workplace

Embed Size (px)

Citation preview

Page 1: O365 Tools for Building a Digital Workplace

Building the Digital Workplace in Office 365

@jefffried

Jeff Fried CTO, BA Insight

Page 2: O365 Tools for Building a Digital Workplace
Page 3: O365 Tools for Building a Digital Workplace

Collaboration is not a Technology,

it’s an Attitude

Source: dilbert.com

Page 4: O365 Tools for Building a Digital Workplace

Focused on Search and SharePoint since 2004

Longtime Search Nerd• CTO, BA Insight• Senior PM,

Microsoft• VP, FAST• SVP, LingoMotors

About Jeff FriedPassionate About• Search• SharePoint• Search-driven

applications• Information

Strategy

Blog: BAinsight.com/blogTechnet Column“A View from the Crawlspace”

[email protected]

Page 5: O365 Tools for Building a Digital Workplace

5

About BA Insight Our software quickly connects SharePoint users to needed information Software portfolio includes:

– Connectivity - Secure connectors and federation to over 50 content systems– Classification - Autotagging, metadata generation, and text analytics– Applications - Improve the user experience to boost productivity– Analytics - Insight into how SharePoint portals, search, & content are being used

Hundreds of successful implementations including:

Page 6: O365 Tools for Building a Digital Workplace

Today’s sessionWhat is an Digital Workplace?Why SharePoint & O365?

The Future of SharePointWhat it means for your project

Approaches to building YOUR Digital WorkplaceBenefits

Tour of O365 +How it maps to Digital Workplaces

Page 7: O365 Tools for Building a Digital Workplace

Work is what you do,

Not where you go

Photo Source: http://www.instagram.com/say_linds

Page 8: O365 Tools for Building a Digital Workplace

8

Page 9: O365 Tools for Building a Digital Workplace
Page 10: O365 Tools for Building a Digital Workplace

How Do Employees Spend Their Time?

Source: International Data Corporation

Minimize time spent here

Focus on getting things done – customer/client impact.

Page 11: O365 Tools for Building a Digital Workplace

11

Page 12: O365 Tools for Building a Digital Workplace

Major Trends

Source: Nielsen Intranet Reports – https://www.nngroup.com/reports/topic/intranets/

Page 13: O365 Tools for Building a Digital Workplace

A lot of people are using O365 & SharePoint200K+

Organizations50K+Partners

190M+Paid seats

1M+Developers

9 of the 10 best intranets built on SharePoint*

$10B+Solutions ecosystem

2X usage growth +5X content growth in SharePoint Online

*Nielsen Norman Group, ‘2016 Intranet Design Awards’

>40% of all seats and >60% of new seats are SharePoint Online

WHY?

Page 14: O365 Tools for Building a Digital Workplace

Bundled Broad Suite Pre-Integrated Modern Rapid Innovation Platform

Page 15: O365 Tools for Building a Digital Workplace

Average Intranet Refresh took 17 months!

Page 16: O365 Tools for Building a Digital Workplace

Within 1-2 years, the #SharePoint #intranet marketplace will shift from 90% custom-coded solutions, to 80-90% out-of-the-box intranet products running on SharePoint as a platform.

Lists 26 productsPublished November 15, 2016

Page 17: O365 Tools for Building a Digital Workplace

Office 365 is a Bundled Service

What’s inOffice 365 Enterprise E5

Office 365 service comparisonhttps://technet.microsoft.com/en-us/office/dn788955.aspx

Page 18: O365 Tools for Building a Digital Workplace
Page 19: O365 Tools for Building a Digital Workplace

Updated vision and lots of real progress on a broad front:

Many updates in SharePoint Online & OneDrive for Business– Expect changes every month or so (check https://fasttrack.microsoft.com/roadmap )

SharePoint and O365 are Changing Quickly

21

Page 20: O365 Tools for Building a Digital Workplace

SharePoint: Mobile and Intelligent IntranetNative mobile

experiences

Office 365 Groups

Microsoft Graph

Team Sites

+ +

Portals & Publishing

Business Apps

SharePoint Framework

Hybrid

Security & Compliance

Page 21: O365 Tools for Building a Digital Workplace
Page 22: O365 Tools for Building a Digital Workplace

24

Page 23: O365 Tools for Building a Digital Workplace

Example: Delta Airlines

Mobile experienceImproved efficiencyPersonalizationReplace antiquated technology

Page 24: O365 Tools for Building a Digital Workplace
Page 25: O365 Tools for Building a Digital Workplace

Today’s sessionWhat is an Digital Workplace?Why SharePoint & O365?

The Future of SharePointWhat it means for your project

Approaches to building YOUR Digital WorkplaceBenefits

Tour of O365 +How it maps to Digital Workplaces

Page 26: O365 Tools for Building a Digital Workplace

Digital Workplace

Communi-cations

Mobility

Documents

Social

Insights

DesktopExchange

Online

SharePoint Online

YammerOneDrive for Business

Office

GroupsGraphGovernance

Tour deO365

Page 27: O365 Tools for Building a Digital Workplace

Exchange• Individual E-mail• Group MailBoxes• Archiving• Attachments

Many people “live” in email help them be more efficient there

Communications

Outlook / Exchange

Page 28: O365 Tools for Building a Digital Workplace

Online Meetings Phone/PBX Click to Share

Skype For BusinessCommunications

Page 29: O365 Tools for Building a Digital Workplace

Office 365 GroupsSimple to Manage

Single DefinitionSelf-serviceSharing to non-members

Shows up all over O365

Page 30: O365 Tools for Building a Digital Workplace

Azure Active Directory

AppsOffice 365 Groups

Office 365 Groups - building blocks

IdentityOffice Graph

Skyp

e

Conv

ersa

tions

Files

Cale

ndar

Note

book

Dyna

mics

CRM

Delv

e

Plan

s

Powe

r BI

Conn

ecto

rs

Page 31: O365 Tools for Building a Digital Workplace

MobilityModern Productivity Relies on Mobile

Clients• Desktop• Web• Mobile

Mobility

Page 32: O365 Tools for Building a Digital Workplace

DesktopTeams

Page 33: O365 Tools for Building a Digital Workplace

MobilityOneDrive For Business

• Sync Engine “Fixed”• Simple UI• Easy Sharing &

Co-authoring

Mobile Clients

Mobility

Page 34: O365 Tools for Building a Digital Workplace

Cross-Device IoS Android Windows

SharePoint Mobile App

Page 35: O365 Tools for Building a Digital Workplace

Document and Records Management

Easy Save, Share, Version…Advanced functionality including:

WorkflowAuditingMulti-authoring

Page 36: O365 Tools for Building a Digital Workplace

Enterprise Search

‘Findability’ is the ability to be able to quickly and easily find relevant informationFAST Search core powers many parts of SharePoint and O365Need add-on components for full-breadth Enterprise Search

Page 37: O365 Tools for Building a Digital Workplace

The Microsoft GraphInformation and people come to you

DOCUMENTS NOTESEXCHANGE

ONEDRIVE YAMMERSHAREPOINT VIDEO ATTACHMENTS

Stay in the knowDiscover new, relevant information and people

based on the intelligence of who you work with and content you work on. 

Page 38: O365 Tools for Building a Digital Workplace

• Surface content based on who you work with & what is trending

• Find people & expertise with recommendations from Microsoft Graph

• View personalized content in context & on the go

• Control visibility of sensitive content with existing permissions

Discover relevant content & people with Delve

Page 39: O365 Tools for Building a Digital Workplace

Why Can’t Everything in an Intranet be Dynamic?

• News• Forums• Content• Navigation• Tools/Applets• Analytics IT

CAN

Page 40: O365 Tools for Building a Digital Workplace

Exchange

• Connecting people across time and location

• Store knowledge for long-term consumption (not just in e-mail)

• Surface knowledge that was hidden (Delve application)

Yammer, Groups

Connecting users to people and information

Social

Page 41: O365 Tools for Building a Digital Workplace

Exchange• Easy Authoring Experience

• Natively embed Office 365 documents and video

• Auto-saved as you work• Friendly URLs• Looks good across

devices

• Will be used to create pages in Blogs, Office 365 Groups, Codename “InfoPedia” and more

Authoring

Connecting users to people and information

Page 42: O365 Tools for Building a Digital Workplace

Modern team sites

Office 365 Groups integration

Simple, fast site creation

Powerful and fluid pages

Modern libraries and lists

Microsoft PowerApps and Flow

Yammer and Power BI integration

Page 43: O365 Tools for Building a Digital Workplace

Exchange

Open Questions around• When to use what?• What’s the direction

of Yammer?

Groups are a unifying force

Areas of Overlap in O365 Social FeaturesSocial

Teams

Page 44: O365 Tools for Building a Digital Workplace

46

Page 45: O365 Tools for Building a Digital Workplace

Business Intelligence• Provides the ability to

display business information in graphical format

• Tools include PowerPivot, Excel Services, and Power View

• Delve Analytics shows organizational insight

Page 46: O365 Tools for Building a Digital Workplace

Digital Workplace

Communi-cations

Mobility

Documents

Social

Insights

Desktop

GroupsGraph

Governance

Page 47: O365 Tools for Building a Digital Workplace
Page 48: O365 Tools for Building a Digital Workplace

50

What didn’t we cover (just a sample)

Extensibility• By Developers

• Custom• 3rd-party products• Add-ins • Soon: SharePoint Fabric

• “No code”• Process, Task Automation• Yesterday: Workflow, Designer• Today: PowerApps, Flow• Access

Also in O365• Extranets/Sharing• Video• Project• ….

Apps/Tools you might not know about • Planner• Sway• Mix• GigJam• Lens• ….

Page 49: O365 Tools for Building a Digital Workplace

Digital Workplace

Communi-cations

Mobility

Documents

Social

Insights

Desktop

Exchange Online

SharePoint Online

YammerOneDrive for Business

Office

All/Most of the Capabilities you need

+ Configurable+ Extensible

EvolvingQuickly

Page 50: O365 Tools for Building a Digital Workplace

52

Bundled Broad Suite Pre-Integrated Modern Rapid Innovation Platform

Bloated Confusing Collection MSFT-centric Under Construction Moving Target You fill in the gaps

Is the glass half-empty or half-full?

Page 51: O365 Tools for Building a Digital Workplace

53

O365

Microsoft islearning

new tricks

Page 52: O365 Tools for Building a Digital Workplace

Today’s sessionWhat is an Digital Workplace?Why SharePoint & O365?

The Future of SharePointWhat it means for your project

Approaches to building YOUR Digital WorkplaceBenefits

Tour of O365 +How it maps to Digital Workplaces

Page 53: O365 Tools for Building a Digital Workplace

Digital Workplace is more than the technology

Source: Jane McConnell www.digital-workplace-trends.com

Page 54: O365 Tools for Building a Digital Workplace
Page 55: O365 Tools for Building a Digital Workplace

Keep your eye on the

Page 56: O365 Tools for Building a Digital Workplace

Digital Workplace Business Benefits

Real Estate Costs (sq. ft./FTE)Travel ExpensesEnvironmental Gains

Absenteeism Staff Turnover

Improved Communications Reinforcement of Culture

Improved Employee ExperienceProductivityGreater Innovation

Improved Customer ExperienceCustomer RetentionCustomer Profitability

Page 57: O365 Tools for Building a Digital Workplace

“Availability of resources to perform well”“Freedom from obstacles to success at work”“Ability to meet work challenges effectively”“I have the materials and equipment I need to do my work right”“At work, my opinions seem to count”

“The mission or purpose of my company makes me feel my job is important”

Digital Workplace Employee Benefits

Page 58: O365 Tools for Building a Digital Workplace
Page 59: O365 Tools for Building a Digital Workplace

Project Tips

• Engage leaders for executive and department buy-in.

• Use a project manager, process improvement.

• Create new content organization, discard ruthlessly.

• Establish local ownership contacts.

• Make friends with HR and IS.

• Get excited. It can transform your communications.

Page 60: O365 Tools for Building a Digital Workplace

Implementation Approaches

Configure Tailor Extend Custom

• “Out-of-the-box” SharePoint / O365

• Add-on “Ready to Go Intranet”• Custom

Page 61: O365 Tools for Building a Digital Workplace

63

Page 62: O365 Tools for Building a Digital Workplace

Independent of Implementation Approach, nearly every Digital Workplace will need to add:

1. ConnectivityConnectors to content & systems outside of O365

3. ContextPersonalization through behavioural information

2. Structure Information Architecture & Tags for navigation & findability

Page 63: O365 Tools for Building a Digital Workplace

Bridging across Silos

of knowledge workers regularly access 4 or more systems to get the information they need to do

their jobs

61%

regularly access 11 or more systems

of a typical knowledge worker’s day is spent looking for and consolidation

information spread across a variety of systems

36%

15%

Page 64: O365 Tools for Building a Digital Workplace

Connectivity to MANY Enterprise SystemsDatabases• IBM DB2• Microsoft SQL Server• MySQL• Oracle Databases

ERP and Portal Systems• IBM WebSphere• Oracle Interaction (PlumTree)• Oracle WebCenter • SAP Business Suite• SAP DMS

Search and Cloud Systems• Box • Google Drive• Microsoft SharePoint 2013, 2010,

2007, FAST Search for SharePoint• Microsoft Search Server• Microsoft SharePoint Online• PharmaCircle• Scopus

Content and Collaboration Systems• Alfresco • Confluence• CuadraSTAR• EMC Documentum• EMC eRoom• HP Trim• IBM Connections• IBM Content Manager• IBM Filenet P8• IBM Lotus Notes • Objective DMS• OpenText LiveLink/RM• OpenText Hummingbird / eDocs• Oracle CMS/Stellent• Veeva Vault• Xerox DocuShare

Mailbox and Archiving Systems• HP Autonomy EAS / (Zantaz)• IBM Lotus Notes • Microsoft Exchange • Microsoft Exchange Public Folders• OpenText LiveLink File Archive• Symantex Evault

Practice Management Systems• Aderant Practice Management• Autonomy Worksite (iManage)• Elite/3E• Elite Prolaw • KnowledgeMill OnePlace• LegalKey • NetDocuments• Practical Law • RealPractice

CRM Systems• Microsoft Dynamics CRM• LexisNexis Interaction CRM• Salesforce.com/Force.com• ServiceNow• Any SQL Based CRM

Enterprise Social Networks• IBM Connections• Jive • SalesForce Chatter• Yammer

Page 65: O365 Tools for Building a Digital Workplace

External content from Connectors also surfaces in Delve, SharePoint Home, Team Sites, etc. via the Office Graph

Page 66: O365 Tools for Building a Digital Workplace

1. ConnectivityConnectors to content & systems outside of O365

3. ContextPersonalization through behavioural information

2. Structure Information Architecture & Tags for navigation & findability

Independent of Implementation Approach, nearly every Digital Workplace will need to add:

Page 67: O365 Tools for Building a Digital Workplace

Sound Information Architecture Provides• Continuity

• Simpler maintenance• Single version of the truth

Achieve through• Content types• Metadata• List based site columns= Better Search &

Refinement

Page 68: O365 Tools for Building a Digital Workplace

1. ConnectivityConnectors to content & systems outside of O365

3. ContextPersonalization through behavioural information

2. Structure Information Architecture & Tags for navigation & findability

Independent of Implementation Approach, nearly every Digital Workplace will need to add:

Page 69: O365 Tools for Building a Digital Workplace

Portal Driven Analytics

Page 70: O365 Tools for Building a Digital Workplace

The Future of SharePointWhat it means for your Project

Page 71: O365 Tools for Building a Digital Workplace

Simple and powerful file

sharing

Mobile and intelligent intranet

Open and connected platform

Security, privacy, and compliance

Page 72: O365 Tools for Building a Digital Workplace

Mobile and intelligent intranet roadmap

Released

Site activity and insights

Modern lists, libraries, and pages

SharePoint mobile app (iOS)

SharePoint home on the web

Coming Soon

Microsoft PowerApps and Flow

Simple, fast site creation

Office 365 Groups integration

SharePoint mobile app (Windows, Android)

Team news

Preview/Rolling out

Page 73: O365 Tools for Building a Digital Workplace

Open and connected platform roadmap

Coming Soon

SharePoint webhooks (GA)

Sites and lists in Microsoft Graph

Released (developer preview)

Files in Microsoft Graph

SharePoint webhooks

SharePoint Framework

Modern team site extensibility

SharePoint Framework (GA)

SharePoint Add-in improvements

Preview/Rolling out

Page 74: O365 Tools for Building a Digital Workplace
Page 75: O365 Tools for Building a Digital Workplace

Most of this will come on-prem/hybrid too (eventually)

Page 76: O365 Tools for Building a Digital Workplace

What does this mean for your Project?

Configure Tailor Extend Custom

• All parts of this spectrum get easier

• OoTB – modern & mobile• Tailoring – easy for Power Users• Extending & Customizing – same UI

as OoTB

Page 77: O365 Tools for Building a Digital Workplace

Today’s sessionWhat is an Digital Workplace?Why SharePoint & O365?

The Future of SharePointWhat it means for your project

Approaches to building YOUR Digital WorkplaceBenefits

Tour of O365 +How it maps to Digital Workplaces

Page 78: O365 Tools for Building a Digital Workplace

Resources

– Office 365 Customer Success Centero fasttrack.office.com/

– Office 365 Roadmapo fasttrack.office.com/roadmap

– Office Blogso blogs.office.com/

– Yammer Office 365 Networko yammer.com/itpronetwork

#DigitalWorkplace– Digital Workplace Group

o digitalworkplacegroup.com – Gartner Digital Workplace Program

o http://www.gartner.com/it-glossary/digital-workplace/

– AIIM o http://www.aiim.org/Resources/Toolkits

/How-to-Plan-Digital-Workplace

– Many other great sourceso CapGemini, Avenade, Deloitte, PWC,

Step Two, IntraNet Focus, ….

#Office365

Page 79: O365 Tools for Building a Digital Workplace