Getting The Most Out Of Microsoft 365 Employee Experience Today & Tomorrow
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The document outlines a 24-month employee experience roadmap focusing on leveraging Microsoft 365 to enhance employee collaboration, communication, and management through various initiatives. It describes a phased approach: modernizing over the first six months, connecting and integrating in the following six to twelve months, and introducing intelligence and automation in the final twelve to twenty-four months. Key features include improving intranet operations, enhancing onboarding processes, and utilizing AI tools to foster collaboration and engagement among employees.
Getting The Most Out Of Microsoft 365 Employee Experience Today & Tomorrow
- 1. Getting The Most Out Of The Microsoft 365 Employee Experience Tuesday, November 7, 2023 2:45 AM (DST) Richard Harbridge CTO @2toLead & Microsoft MVP
- 2. How Do We Get There? Envision Your Roadmap Individual Group Interviews Requirements Defined Aggregated Employee Needs Review Roadmap Defined Requirements Prioritized Following the review and finalization of Employee Needs, requirements would be prioritized and confirmed. These requirements (often in the form of user stories) are then grouped with related needs into recommended initiatives that could be sequenced over time. Finally, existing in-flight organizational initiatives are integrated into the timeline.
- 3. You will love the way we work. Together. ™ How the roadmap is broken down into categories Roadmap Streams 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.
- 4. You will love the way we work. Together. ™ 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 Employee Experience Roadmap Sample 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 Viva Engage Premium Pilot (For Leaders) LEGEND Foster Collaboration, Connection & Engagement Improve Communication, Navigation & Search Migrate & Modernize Establish An Effective Foundation Facilitate Governance & Responsibly Empower Viva Amplify Pilot (For Leaders) Employee Onboarding Organization Portal(s) Employee Onboarding Departmental Site(s) Digital Workplace Directory (Release 1) Digital Workplace Directory (Release 2) Viva Pulse Pilot (For Leaders) Viva Amplify Rolling Pilots (For Everyone) Targeted Search Experience & Search Refiners Intranet Navigation & Search Design Intranet Integration & Solution Design Intranet Content Design & Migration Planning Build Of Sites, Pages, Teams & IA Automating & Improving Onboarding, Transfers & Offboarding Solution(s) (Release 1) Viva Topics Pilot (For Curators) 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) Viva Connections & Modern Intranet Launch
- 5. The Employee Experience Environments Jacob Morgan in “The Employee Experience Advantage” suggests three environments that support and reinforce each other. With the shift driven by Hybrid Work, it has pushed greater weight on cultural and technological environments. The feeling employees get working for your organization The actual spaces in which employees work The tools employees use to get their jobs done
- 6. The Employee Experience Environments The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
- 7. Employee Communication Experience: Technology Trends Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here.
- 8. Intranet Evolution & Transformation Arguably the Intranet has undergone a few major transformations. Are we in the midst of another major transformation? How impactful is the change that Microsoft Teams, Loop and Viva have on Intranets? Intranet 0.1 •Portals •Links •Simple News •Technical To Update Intranets 1.0 •Search •More Content •Services •Audience Targeting •Updatable By Business Intranets 2.0 •Enterprise Social •Engagement 1.0 •Personalization •Mobile •Digital Workplace Intranets 3.0? •Engagement 2.0? •AI Powered & More Intelligent? •More Dynamic? •Richer Integration? •Where You Work?
- 14. Communicate and engage Viva Connections Dashboard
- 15. Viva Connections Dashboard Leverage 1st party and 3rd party supported integrations with popular industry leaders. Examples Of Underused Cards: - News Card - Search Template Card - Forms Card - PowerApps Card - Field Services Card - People Search Card
- 16. Viva Connections Dashboard Leverage 1st party supported integrations with popular industry leaders.
- 20. You will love the way we work. Together. ™ Contextualized navigation and discovery based on where and how users work benefiting from cloud scale AI, digital behavior capture & continual content analysis. Improved Knowledge With Viva Topics In emails, instant messages, team messages, pages, news, documents and more… the knowledge, people, digital spaces, and more are available in context.
- 21. You will love the way we work. Together. ™ Contextualized insights based on the topic discovery that includes people, resources, sites, communities and more can improve our curated assets and support our extended team of content leads and departmental stakeholders. Source More Insight With Viva Topics Content leaders can leverage the insights provided by Viva Topics by rationalizing them with curated resources to improve them. Does that product site internally have links/connections to the people, resources and sites suggested by topics?
- 22. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here. Employee Communication Experience: Technology Trends
- 23. You will love the way we work. Together. ™ Communication Is Changing How do we communicate more effectively? Especially as we think about the enterprise channels and employee experience landscape that exists today? Intranet •Boosted Until •Personalization •Targeting •Content Mixture Email •Newsletters •Priority Messages •Personalized Integration Social / Engage •Polls •Q&A (Bots later) •Storylines Teams / Slack •Targeted Individuals •Targeted Channels/Teams Knowledge Tools •Search Optimization •Associated Topics •“Books” Of Content •Videos Of Popular Content Goals / Learning •OKR Connection & Alignment •Learning Resource Profiles, Work Modes, Mobile & Digital Excellence
- 24. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
- 25. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
- 26. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
- 27. Improve Communications Microsoft Viva Amplify further helps bring capabilities that help collaborate, coordinate, distribute, measure and manage communication campaigns.
- 28. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
- 29. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
- 30. Improve Employee Connection Microsoft Viva Engage Storylines enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences.
- 31. Improve Employee Connection Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences for leaders.
- 32. Improve Employee Connection Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences for leaders.
- 33. Improve Employee Connection Microsoft Viva Engage Leadership Corner enables us to have an experience that is easy to use, creates deeper connection, and allows for easier sharing of experiences for leaders.
- 34. Automation For Everyone While we can use AI to generate posts, we can also use the leader system in Viva Engage to publish announcements out to multiple channels as an example.
- 35. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here. Employee Communication Experience: Technology Trends
- 36. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here. Employee Communication Experience: Technology Trends
- 37. Using Copilot With SharePoint Leads To Better Experiences When combined together humans and AI can lead to not just faster and more skilled generation of content through collaboration with AI, but better quality results.
- 38. Using Copilot With Viva Engage Leads To Better Experiences With Viva Engage you can help inspire and aid leaders to connect with their employees more effectively through assistive prompts, inclusive communications, and valuable insights.
- 39. The best communication is intelligent and engages employees where they are by being integrated into the digital spaces they work.
- 40. You will love the way we work. Together. ™ Employee communication focuses on the technologies that improve the employee communication technology experience. Let’s start by exploring the trends around key technology here. Employee Communication Experience: Technology Trends
- 41. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Collaboration Experience: Technology Trends
- 42. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Collaboration Experience: Technology Trends
- 43. You will love the way we work. Together. ™ Some industry leaders have concerns about the increased risk of data leakage and more as collaboration volume increases along with velocity and variety. Compliance & Security Versus Collaboration? Compliance Collaboration 86% of executives believe the risk of a data breach is higher with remote employees 1 in 3 businesses have suffered a data breach in the past 12 months due to remote work
- 44. You will love the way we work. Together. ™ Some industry leaders have concerns about the increased risk of data leakage and more as collaboration volume increases along with velocity and variety. Compliance & Security Versus Collaboration? Compliance Collaboration
- 45. You will love the way we work. Together. ™ Some industry leaders have concerns about the increased risk of data leakage and more as collaboration volume increases along with velocity and variety. Compliance & Security Versus Collaboration? Compliance Collaboration Compliant Collaboration
- 46. You will love the way we work. Together. ™ The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity and variety increase so do the tools they use. Do We Have The Right Tools? More than 90% of enterprise customers have a multi-cloud strategy
- 47. You will love the way we work. Together. ™ The problem isn’t a relationship between these things. It’s that many organizations as volume, velocity and variety increase so do the tools they use. Do We Have Too Many Tools? More than 90% of enterprise customers have a multi-cloud strategy
- 48. The Desired State Is Highly Integrated As you consolidate (where possible) you gain the benefit of a richly integrated suite of digital workplace or digital employee experience tools. An experience that will continue to be further integrated over time. Desired State Often The Reality
- 49. Can We Connect Clouds More? Many organizations are surprised at how many ways they can integrate, enhance and enrich Microsoft 365 with data or connections with other systems via Microsoft Search, Power Platform, Teams, & More.
- 50. You will love the way we work. Together. ™ It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s also about how they will use Teams across marketplace tools over time. Teams As A Platform Works Both Ways 1900+ apps and counting
- 51. You will love the way we work. Together. ™ There is a comprehensive strategy from the architecture level to the experience level that is responsible for why Microsoft 365 scales collaboration, compliance and security across applications and solutions. Collaborative Applications by Design Legacy Applications High Maintenance Cost Lower Performance Technical Limitation Worse & Disconnected User Experience Modern Applications More Efficient With Lower Maintenance Cost High Performance & More Scalable More Secure & More Manageable Better & More Integrated User Experiences Microsoft Collaborative Apps Device OS UX Microsoft Teams Microsoft Office Components Fluid Framework • Adaptive Cards • Connectors Logic Azure PaaS Power Platform Data Microsoft Graph Microsoft Dataverse Communications Azure Communications Services Identity Azure Active Directory Pro-dev Low/no code
- 52. You will love the way we work. Together. ™ At one point in time being able to collaborate effectively anywhere, at any time and on any device was a bold ambition. Microsoft and vendors have long since realized this, but it has a cost. Anywhere, Anytime & On Any Device Work Life Collaboration Overload People spend 80% of their time collaborating, find 44% of meeting time unproductive Note: Collaboration Occurs Before, During & After Meetings!
- 53. You will love the way we work. Together. ™ Most of the dissatisfaction in meetings comes from not collaborating enough before it, after it, or in a different way during it. Meetings are important but they are often overused and used poorly. Today Microsoft not only matches this need with great experiences but even adds intelligence to those experiences to improve collaboration further whether for the individual, team or org. Anywhere, Anytime & On Any Device Collaboration Overload People spend 80% of their time collaborating, find 44% of meeting time unproductive Note: Collaboration Occurs Before, During & After Meetings!
- 56. You will love the way we work. Together. ™ In addition to providing behavioral, qualitative, and quantitative data to improve meeting effectiveness, data-driven recommendations in Viva Insights can be based on meeting effectiveness surveys. Making Meetings Better (After The Meeting)
- 62. You will love the way we work. Together. ™ It’s important to modernize how you approach, plan and support collaboration so that when further changes come your organization is resilient and ready enough to take advantage of them. Collaboration Will Continue To Change
- 63. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Collaboration Experience: Technology Trends
- 64. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Collaboration Experience: Technology Trends
- 65. In essence the whole is greater than the sum of it’s parts. This is because other people’s capabilities amplify our own and together, we deliver higher quality and better results when we collaborate. Before Collaboration Might Have Been 1 + 1 = 3
- 66. AI Is Making Collaboration Easier & More Valuable The collaboration can range from ideation suggestions to sense making and summarization.
- 67. AI Is Making Collaboration Easier & More Valuable The collaboration can range from ideation suggestions to sense making and summarization.
- 68. More importantly this shifts collaboration and meetings to higher value as the low value ones are often offset by using AI itself. Many meetings are only people transacting skills – those low value meetings are displaced over time and replaced by collaboration with AI. Collaboration & Meetings Shift (Less Low Value & More High Value)
- 69. You will love the way we work. Together. ™ 1 + 1 = 3 AI x (1 x AI + 1 x AI) = Exponential Value The way AI works is it gives each person their own contextualized and personalized collaborator, one that has access to an incredible number of skills, information, and processing capability. Collaboration With AI & Each Other Leads To Exponential Value
- 70. You will love the way we work. Together. ™ The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of value-added collaborations come from only 3% to 5% of employees. The Few Over the Many?
- 71. The best collaboration experience is intelligent, compliant by design and integrated into the digital spaces we already work in.
- 72. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Collaboration Experience: Technology Trends
- 73. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Management Experience: Technology Trends
- 74. You will love the way we work. Together. ™ The way we see digital employee experience at 2toLead is based on 3 primary areas of investment. Employee Management Experience: Technology Trends
- 101. Employee Management Experience: Technology Trends The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
- 102. Success With AI & Management Is About Collaborating With AI It can start from a simple place of catching up or aggregating the information you need, but then you can take that further and use copilot to begin actioning it. Automating a set of activities.
- 103. The best management experience is intelligent, pro-active and integrated into the digital ways we work.
- 104. Employee Management Experience: Technology Trends The way we see digital employee experience at 2toLead is based on 3 primary areas of investment.
- 105. You will love the way we work. Together. ™ 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 Employee Experience Roadmap Sample 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 Viva Engage Premium Pilot (For Leaders) LEGEND Foster Collaboration, Connection & Engagement Improve Communication, Navigation & Search Migrate & Modernize Establish An Effective Foundation Facilitate Governance & Responsibly Empower Viva Amplify Pilot (For Leaders) Employee Onboarding Organization Portal(s) Employee Onboarding Departmental Site(s) Digital Workplace Directory (Release 1) Digital Workplace Directory (Release 2) Viva Pulse Pilot (For Leaders) Viva Amplify Rolling Pilots (For Everyone) Targeted Search Experience & Search Refiners Intranet Navigation & Search Design Intranet Integration & Solution Design Intranet Content Design & Migration Planning Build Of Sites, Pages, Teams & IA Automating & Improving Onboarding, Transfers & Offboarding Solution(s) (Release 1) Viva Topics Pilot (For Curators) 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) Viva Connections & Modern Intranet Launch
- 106. You will love the way we work. Together. ™ Download our free 80+ page whitepaper Transform your Employee Experience at every stage with Microsoft 365 and Microsoft Viva! Download Today
- 107. Let’s connect and find ways to do more and work together. Message me on LinkedIn or email [email protected] 200+ Awesome Presentations at: Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Super Friendly Thank You Slideshare.Net/RHarbridge 800+ Pages of Whitepapers at: 2toLead.com/Whitepapers Elsewhere… M365Resources.com Office365Campaigns.com M365Sprawl.com M365Intranets.com M365Metrics.com SharePointMigrations.com