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GETTING MORE PEOPLE TO
USE THE TECHNOLOGY IS
IMPORTANT…
Often getting people to use more of the technology is just as important.
THIS IS
IMPORTANT
FOR ALL OF
US…
The more people use the platform the more value the technology provides.
RICHARD
HARBRIDGE
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 Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Impact Business Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.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.
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.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Impact Business Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build 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
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Complete The Transition
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build 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
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.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Provide Effective Support
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
4. PLAN FOR
ADOPTION…
Scenarios
Methodology
Communities
Resources
BUILD AN
ADOPTION
PLAN…
PLAN ACTIVITIES TO DRIVE
ADOPTION…
Examples of activities at success.office.com & improveit.how/book
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Plan For Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
5. MEASURE
ADOPTION…
VALUE IS REALIZED
THROUGH USAGE &
ADOPTION
So it’s critical to understand how you can measure usage and adoption.
TOP
SEARCHES &
FAILED
SEARCHES…
Easy to do and useful to publish not just use for tuning/improving search.
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.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Measure Adoption
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
6. DRIVE
AWARENESS &
INTEREST…
REAL WORLD
ADOPTION
ACTIVITIES & MORE…
Find great ideas for driving adoption in our latest book http://improveit.how/book
INTERNAL
ADVERTISEMENTS…
Ads on the portal, posters, and more stuff from http://www.co-store.com/iw
SCAVENGER
HUNTS, TRIVIA
CONTESTS, AND
COMPETITIONS…
Planned contests can drive interest and awareness.
ANNOUNCE NEW
FEATURES /
CAPABILITIES…
Including ones Microsoft adds for you. Take credit for it – really!
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive Awareness & Interest
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
7. GUIDE & DEVELOP
UNDERSTANDING…
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 sites
Form serendipitous
connections via affinity-
based relationships
View 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…
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
Group
Organizational
GUIDANCE HAS
MULTIPLE LEVELS…
Personalize or base the matrixes you leverage on personas that change over time.
Office Video
Urgency/TimeSensitivity
Audience (Internal or External)
Skype For
Business
Call
IM
Skype
Presence
Skype for
Business
Online
Meetings
Outlook
E-Mail
OneDrive
for
Business
SharePoint
Team Sites
SharePoint
Intranet
Yammer Company
Communications
Yammer Groups
Office
365
Groups
Individual OrganizationalGroup
Ad-hoc/LowUrgent/High
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?
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
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Understanding
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.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.
BEST IN CLASS
SHOWCASES…
Recognize champions and educate on how others can improve/emulate.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Coach & Find Champions
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
9. ELICIT &
CAPTURE
FEEDBACK…
SURVEYS,
POLLS &
FEEDBACK…
When you collect info ensure you share the results, actions & result changes.
USABILITY
TESTING, DIARY
STUDY, CARD
SORTING…
Lots of design, info architecture, and feedback activities can improve adoption.
SUCCESS
STORIES…
Add an option to submit success stories about how 365 helped. Then highlight.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Elicit & Capture Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions
10. INTEGRATE OFFICE 365
& BUILD SOLUTIONS…
SOLUTIONS
SHOWCASE…
Build solution summaries for business built solutions or IT ones and share them.
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Integrate & Build Solutions
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Office 365 Is A Platform
THE TOP 10 WAYS TO
IMPROVE ADOPTION...
1.Have S.M.A.R.T Objectives
2.Embrace The Office 365 Suite
3.Policies, Guidance & Scale
4.Invest In Adoption
5.Share Usage Information
6.Drive More Awareness
7.Guide Better Usage
8.Continue Engaging Champs
9.Engage Users For Feedback
10.Office 365 Is A Platform
Thank You!
Organizers,SponsorsandYouformakingthispossible.
100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
WhenToUseWhatWhitepaper.. WhenToUseWhat.com
ImproveItBook.. ImproveIT.How/Book
Office365SuccessCenter.. Success.Office.Com
Message Me On LinkedIn or Email Richard@2toLead.com
SPEAKER | AUTHOR | SUPER FRIENDLY
Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.

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The Top 10 Ways To Improve Office 365 & SharePoint Adoption - Collab365

  • 1.
  • 2. GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT… Often getting people to use more of the technology is just as important.
  • 3. THIS IS IMPORTANT FOR ALL OF US… The more people use the platform the more value the technology provides.
  • 4. RICHARD HARBRIDGE My twitter handle is @RHarbridge, blog is http://RHarbridge.com, and I work at SPEAKER | AUTHOR | SUPER FRIENDLY
  • 5. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 6. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 8. ABSTRACT OBJECTIVES… These kinds of objectives are not good objectives. They are platitudes.
  • 9. S.M.A.R.T OBJECTIVES… How many of your ‘objectives’ match this criteria today?
  • 10. Break the objective down until you have S.M.A.R.T objectives.
  • 11. Break the objective down until you have S.M.A.R.T objectives.
  • 12. 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.
  • 13. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Impact Business Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 14. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 15. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 17. DON’T FALL BEHIND… It will be more and more challenging to meet expectations on legacy technology.
  • 18. 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
  • 19. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Complete The Transition 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 20. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 21. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 23. 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…
  • 24. Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help MULTIPLE TIERS FOR ESCALATION… The core team supporting Office 365 can’t know everything or service everyone.
  • 25. MEASURE SUPPORT… Categorize requests further than by technology.
  • 26.  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.
  • 27. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Provide Effective Support 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 28. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 29. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 32. PLAN ACTIVITIES TO DRIVE ADOPTION… Examples of activities at success.office.com & improveit.how/book
  • 33. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Plan For Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 34. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 35. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 37. VALUE IS REALIZED THROUGH USAGE & ADOPTION So it’s critical to understand how you can measure usage and adoption.
  • 38. TOP SEARCHES & FAILED SEARCHES… Easy to do and useful to publish not just use for tuning/improving search.
  • 39. REPORT USAGE PATTERNS… Aggregating reports and sending them to leaders can be good to drive visibility.
  • 40. PROVIDING USERS MORE INFORMATION… Sharing more information with users can help them improve their usage.
  • 41. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Measure Adoption 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 42. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 43. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 45. REAL WORLD ADOPTION ACTIVITIES & MORE… Find great ideas for driving adoption in our latest book http://improveit.how/book
  • 46. INTERNAL ADVERTISEMENTS… Ads on the portal, posters, and more stuff from http://www.co-store.com/iw
  • 47. SCAVENGER HUNTS, TRIVIA CONTESTS, AND COMPETITIONS… Planned contests can drive interest and awareness.
  • 48. ANNOUNCE NEW FEATURES / CAPABILITIES… Including ones Microsoft adds for you. Take credit for it – really!
  • 49. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive Awareness & Interest 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 50. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 51. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 52. 7. GUIDE & DEVELOP UNDERSTANDING…
  • 53. 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 sites Form serendipitous connections via affinity- based relationships View 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…
  • 54. 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
  • 55. Spend the majority of your efforts providing individual and group guidance. Individual Group Organizational GUIDANCE HAS MULTIPLE LEVELS…
  • 56. Personalize or base the matrixes you leverage on personas that change over time. Office Video Urgency/TimeSensitivity Audience (Internal or External) Skype For Business Call IM Skype Presence Skype for Business Online Meetings Outlook E-Mail OneDrive for Business SharePoint Team Sites SharePoint Intranet Yammer Company Communications Yammer Groups Office 365 Groups Individual OrganizationalGroup Ad-hoc/LowUrgent/High Delve BoardsGUIDE USERS FROM WHERE THEY ARE… Month 1 TargetMonth 2Month 3Month 4Month 5
  • 57. 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?
  • 58. 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
  • 59. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Understanding 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 60. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 61. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 62. 8. COACH OTHERS & FIND CHAMPIONS…
  • 63. @RHARBRIDGE COACH OTHERS & FIND CHAMPIONS… Learning via Co-Workers is among the most effective and most used methods.
  • 64. BEST IN CLASS SHOWCASES… Recognize champions and educate on how others can improve/emulate.
  • 65. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Coach & Find Champions 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 66. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 67. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 69. SURVEYS, POLLS & FEEDBACK… When you collect info ensure you share the results, actions & result changes.
  • 70. USABILITY TESTING, DIARY STUDY, CARD SORTING… Lots of design, info architecture, and feedback activities can improve adoption.
  • 71. SUCCESS STORIES… Add an option to submit success stories about how 365 helped. Then highlight.
  • 72. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Elicit & Capture Feedback 10.Integrate & Build Solutions
  • 73. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  • 74. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  • 75. 10. INTEGRATE OFFICE 365 & BUILD SOLUTIONS…
  • 76. SOLUTIONS SHOWCASE… Build solution summaries for business built solutions or IT ones and share them.
  • 77. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Integrate & Build Solutions
  • 78. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Office 365 Is A Platform
  • 79. THE TOP 10 WAYS TO IMPROVE ADOPTION... 1.Have S.M.A.R.T Objectives 2.Embrace The Office 365 Suite 3.Policies, Guidance & Scale 4.Invest In Adoption 5.Share Usage Information 6.Drive More Awareness 7.Guide Better Usage 8.Continue Engaging Champs 9.Engage Users For Feedback 10.Office 365 Is A Platform
  • 80. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge WhenToUseWhatWhitepaper.. WhenToUseWhat.com ImproveItBook.. ImproveIT.How/Book Office365SuccessCenter.. Success.Office.Com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER | AUTHOR | SUPER FRIENDLY Twitter: @RHarbridge. More to come on our blog at http://2toLead.com.

Editor's Notes

  1. In your organization has anyone ever suggested that you only use a percentage of the functionality or a percentage of what’s possible with Microsoft Office 365? How about just one technology like Outlook? Do you think you or your users are using most of the functionality that exists in Outlook today? What about SharePoint? Do you use more than 50% of what’s available in SharePoint? Are they using it at all? Its okay if the answer is no, we don’t use all that Office 365 can provide. No, not all of our users are actively using Office 365 yet. No, not only do I not know all of the things you can do with Outlook or SharePoint but our users definitely aren’t aware of what they could do. What’s not okay is to do nothing about it. To not have a plan for helping your users adopt, understand and leverage the full suite of Office 365 available to them. You should do something about it. That’s why white papers like this exist. To help you and your organization improve. Not all of the features and functions in Office 365 are meant for daily and frequent use, but we bet you can think of some that would make a world of difference if your whole organization adopted their use. How much more value could your organization realize if users universally used 20% more of the robust document management features SharePoint provides? Getting more people to use a technology is important. But so is and getting them to use more of the technology.
  2. User subscription based licensing: If our customers’ users aren’t using Office 365… why would they continue paying for it? Smarter based on usage: The more people use the platform the more value the technology provides (Delve example). It also helps us build better experiences and target enhancements (in organizations and in Microsoft).
  3. This stance can make many companies uncomfortable, but doesn’t normally escalate to anything more than a closed door conversation or two. You may ask yourself, “Why is it so important to get everyone on board?” There are quite a few reasons…
  4. Notice I said leaders – not necessarily site owners etc – this is important. You want the leaders of a site/initiative to know how frequently it’s being used, by what departments/users etc.
  5. Providing regular improvements means there is always something new to try or new uses to share and spark/cultivate curiosity. Even announcing major and minor releases can add a sense of continued investment in the platform from the business.
  6. Pay special attention to the Outlook column. Look at how few scenarios Outlook or email based options are the best way to do things. Now consider your organization – if email is the only actively used aspect of Office 365 you are really missing out!
  7. User feedback helps identify where you’ve got adoption challenges Provide an opportunity to provide feedback on every page of your site Get up out of your desk and ASK for feedback! Conduct usability tests and LISTEN to what people say but WATCH what they do
  8. Not only running surveys, but also announcing/sharing when survey responses are acted on or used to assist a major decision.
  9. By adding a button or option to allow users to submit success stories (related to the portal/intranet) it can lead to many people initiating the submission or sharing of success messages (which shows the value, and helps provide real personal stories of how it helps).
  10. When new solutions are developed by IT or the business that leverage SharePoint it can be extremely useful to showcase the solution. Who owns it, what its purpose is, what benefit it has provided (ROI would be great), screen shots, and more. This often leads to two useful things: Users engage with one another (the owner of the solution is often a business person) which decreases cost of ownership for IT and expedites the requirements gathering process (when the business user says I want ‘that’). It encourages those who have adopted or are using the platform to share their successes, be proud of them, and to have them articulated in a consistent way.