Microsoft Teams 7 Key Concepts for Planning and Strategy for Success
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This document discusses 7 key concepts for planning and strategy when adopting Microsoft Teams: 1) Establishing a clear vision, roadmap and business goals; 2) Securing executive sponsorship and engagement; 3) Developing a governance plan; 4) Defining quality metrics and KPIs; 5) Identifying clear business outcomes; 6) Implementing adoption change management and champion programs; 7) Creating a training plan and schedule. It emphasizes the importance of governance, change management, and executive support for a successful Teams rollout. Additional topics covered include app development, personas and user stories, and leveraging Teams capabilities like tabs and bots.
Microsoft Teams 7 Key Concepts for Planning and Strategy for Success
- 1. Microsoft Teams 7 Key Concepts for Planning & Strategy Joel Oleson, MVP & RD Director, Perficient @joeloleson Howard Fields Pervasent
- 2. Teams the fastest growing enterprise app in history… How will it grow in your org?
- 3. Poll: Where are you in your Teams Adoption •Using Skype but plan to migrate •Using Skype & Teams •Pilot of Teams •Teams for Unified Communications and Collaboration •Not Started This Photo by Unknown Author is licensed under CC BY
- 4. 7 Critical Elements for Digital Workplace Planning Strategy Clear Vision, Roadmap & Business Goals Exec Sponsor & Engagement Governance Plan Quality Metrics KPIs Clear Business Outcomes Adoption Change Management + Champions Training Plan & Office Hours AppDev Plan: Personas and User Stories
- 5. Clear Vision, Roadmap and Goals This Photo by Unknown Author is licensed under CC BY-SA-NC
- 6. Don’t shortchange your Teams deployment @joeloleson
- 7. Vision of the Teams platform
- 8. The future of digital working will offer tools that let us tie communications, content, tasks, applications, collaborative work and other elements together around work streams. – Efraim Freed 2015
- 9. Executive Leadership Sponsorship and Engagement
- 11. Digital Transformation & Digital Workspace Hub Modern Intranet UC: Voice, Video, Comms Documents & Files Modern Content Services SAAS and XaaS Services Modern Chatbot HR & Service Desk Predictive Global Search Communication Collaboration Engagement AI and ML Line of Business – Business Process IoT Analytics Alerting & Monitoring
- 12. Governance Plan: Provisioning, Lifecycle, Offboarding, Security & Compliance, Data Loss Prevention, RACI (This is not just a document…) This Photo by Unknown Author is licensed under CC BY-SA-NC
- 13. Chaos by default… Governance critical to success… • Who can create a Team? • How do we intend to use Teams? • What should NOT be used or connected to Teams? • How long should they exist before archived or validated? • Naming conventions? • Teams templates? • Who owns the platform? Who owns the data? RACI required. • What if a flow could create and validate services, security, auditing, DLP policies blocks and warnings, and usage reporting? • How should a Team be provisioned? Powershell, UX, Admin, Graph • How are new features rolled out and discovered or disabled who is watching? This Photo by Unknown Author is licensed under CC BY-SA-NC
- 14. Credits: Loryan Strant , Microsoft MVP, consultant
- 20. Success Criteria & Metrics Desired Outcomes This Photo by Unknown Author is licensed under CC BY-NC
- 23. Adoption Change Management & Champion Program This Photo by Unknown Author is licensed under CC BY-SA Only 34% willingly adopt new technology
- 24. Deployment Technical migration and deployment Activation People See new features but don’t know what to do with them. Awareness People know about the change and are aware of how to get help Enablement People use the solution on a regular basis Proficiency People change their behaviors and leverage the full solution MS Teams Maturity & Value Model Value/ROI Time & Difficulty often achieved poorly achieved rarely achieved
- 25. Champion program
- 26. Poll: How are you using Teams in Your Organization? •Project Teams •Departmental Teams •Executive Engagement •Support – Screen Sharing •Events - Live Video This Photo by Unknown Author is licensed under CC BY
- 27. Poll: How do you plan to Use Teams in the Future? •Project Teams •Departmental Teams •Executive Engagement •Support – Screen Sharing •Events - Live Video This Photo by Unknown Author is licensed under CC BY
- 28. Training Plan: Train the Trainer & Office Hours This Photo by Unknown Author is licensed under CC BY-SA
- 29. Training is in the box
- 32. Dev and App Plan Personas, Team Stories This Photo by Unknown Author is licensed under CC BY-NC-ND
- 33. Microsoft Teams provides a powerful and extensible platform Build apps with a rich set of capabilities to reach your users through chat, channels, notifications and personal workspace. Integrate with new or existing business processes and services Connectors Post rich updates to channels Activity Feed Engage users via feed notifications Bots Help users get tasks done in conversations Adaptive Cards Add rich interaction to your connector cards Message Extensions Allow users to query and share rich cards in conversations Tabs Surface rich content as well as SharePoint Framework* based solutions Build in intelligence and connect to data that drives productivity Microsoft Graph App Store Drive engagement by submitting your app to our app store or just to certain company stores Most popular! Low-code/No-code options are available!
- 34. Reference solutions PowerApps and Flow Custom development Extending Microsoft Teams Teams Store Applications Custom development
- 36. Team Papers • Extends Teams • Makes your meetings more effective and paperless • Is a natural addition to your green initiatives
- 37. People communicate using documents Reports for management meetings Plans and schedules for projects Datasheets and brochures for sales teams
- 38. The Tab Organize and assemble documents in a tab in Teams Publish documents to team members’ mobile devices
- 39. The App Native apps for Windows, iOS and Android Jump between documents and quickly find the information you need
- 40. Pervasent, Inc. [email protected] 1 510.903.1001 www.pervasent.com Joel Oleson [email protected] Linkedin.com/in/joeloleson @joeloleson Let’s Connect! Join Joel: MS Teams Modern Workplace & Adoption Summit Irvine MTC bit.ly/teamssummit October 23