Office 365 Partner Playbook

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Office 365 Partner Playbook

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  1. Slide 1

    • Office 365 Adoption Sales Partner Playbook
  2. Slide 2

    • Office 365 Adoption Partner Sales Playbook
    • This playbook is designed to give you everything you need to drive Office 365 adoption with customers
    • Contents:
    • Why drive adoption and what is the opportunity
    • Customer account guidance
    • Appendix: Additional tools and templates
  3. Why drive adoption and what is the opportunity?

    Slide 3 - Why drive adoption and what is the opportunity?

  4. Slide 4

    • The modern workplace is rapidly changing
    • Customers want the results of business and IT transformation
    • Solve business challenges
    • Predictable outcomes of their transformation
    • Realize employee potential
    • Increase the investment realization
    • 49%
    • of work requires network contribution*
    • 80%
    • of employees are ineffective at collaboration*
    • But they still need help
    • Dynamic Workplace
    • Device Explosion
    • Compliance & Controls
    • Analytics Everywhere
    • * Computing Technology Industry Association's (CompTIA) 2nd annual Trends in Enterprise Mobility study from February 2013. The Future of Corporate IT 2013-2017
  5. Customers are willing to use cloud technology to get there, and its going to be an exciting journey

    Slide 5 - Customers are willing to use cloud technology to get there, and its going to be an exciting journey

    • By 2018, the public IT cloud services market opportunity will reach
    • $127 billion2
    • 1. Markets and Markets : Managed Services Market worth $256.05 Billion by 2018(c) 2014 M2 COMMUNICATIONS
    • 2.. http://www.idc.com/getdoc.jsp?containerId=prUS25219014 3. Microsoft 2014
    • 60%
    • of the Fortune 500 have adopted Office 365 in the last 12 months3
    • 1 out of 4 enterprise customers are on Office 365 3
    • 1. IDC Successful Cloud Partners 2013
    • 2 & 3, Microsoft
    • By 2018, the managed services opportunity will reach
    • $256 billion1
  6. Adoption is now at the center of everything

    Slide 6 - Adoption is now at the center of everything

    • Adoption
    • Company Goals
    • Division Objectives
    • Company
    • Success
    • Outcomes
    • Returns
    • Customer Centricity
    • Acquisition
    • Flexibility
    • Solutions & Services
    • Experience
    • Productivity
    • Employee Centricity
  7. Monetize adoption in three ways

    Slide 7 - Monetize adoption in three ways

    • Driving adoption is one of the best measures of customer value and is a leading indicator of future revenue
    • New users The higher the usage, the more likely it is that a customer will add additional users, invite others to use the services, and create a cycle of adoption and promotion
    • Cross sell and up sell Adoption promotes cross sell and up sell. When use of the product has become a habit, cross sell and up sell initiatives are much more effective
    • Renewal Adoption is directly correlated with renewal rates. The higher the usage, the more likely it is that a customer renews
    • Use Office 365 to create a continuous managed service revenue stream
    • Increase customer satisfaction, retention, and loyalty by focusing the conversation on outcomes and becoming the trusted advisor
    • Grow and extend your opportunities though new offerings, integration with LoB apps and higher service attach
    • Transform your selling and services efforts from selling licenses to selling value
  8. Slide 8

    • Goal alignment
    • Role-based objectives
    • Tactical specifics
    • Entice and incent
    • Line of Business connectivity
    • ISV solutions
    • Opportunities to extend
    • Install and configure
    • Data and security
    • Close every deal with a viable Deployment Plan in place, including a clear path for the customer to fully utilize the solution.
    • Make the service available to use. Deployment includes remediation of the customer’s infrastructure and integration with the cloud service.
    • Identify business scenarios, create an adoption plan, launch the program, measure, and iterate. A comprehensive plan will include exec support.
    • Validate value delivered and drive both the addition of new users and the implementation of new services and scenarios across the organization.
    • Steps to driving a successful adoption
    • Sell with the intent to drive customer lifetime value
    • Customers must incorporate the service into their daily lives to realize value
    • Adoption represents a state of satisfaction with the service
    • Adoption is not the same as usage. Instead, Adoption is defined as sustained usage over time
    • Sell It Right – Establish Outcomes
    • Implement – Deploy
    • Drive Engagement & Customer Value
    • Integrate & Extend
    • Adoption
  9. Customer account level guidance

    Slide 9 - Customer account level guidance

  10. Slide 10

    • Where is your customer today?
    • Not moving
    • Modern
    • Go!
    • Stuck
    • Next?
    • E
    • D
    • C
    • B
    • A
    • We bought Office 365, but we’re not in a hurry to move to the cloud
    • We’re running an initiative to modernize the way we work
    • We’ve chosen our first service, and we’re ready to go
    • We started deploying, but we’ve run into some challenges
    • We have one service up and running. What’s next?
  11. Slide 11

    • Specific guidance per play
    • E
    • D
    • C
    • B
    • A
    • Create a FastTrack deployment plan and ensure the Onboarding Center connects with the customer
    • Leverage the Office 365 adoption planning tool and methodology to execute a successful plan
    • Ensure adoption plan has owners, timeline, and deliverables
    • Understand key business scenarios driven by workplace modernization needs
    • Prioritize the business scenarios and help customer choose first Office 365 service(s)
    • Contact business decision makers (BDMs) to understand customer initiatives
    • Map customer initiatives to scenarios and services
    • Understand competitive landscape and replace with Office 365 services
    • Identify key consumption blockers and ensure customer is linked to the Onboarding Center (OBC)
    • Leverage FastTrack and the Office 365 adoption methodology to get your customer on track with executing the plan
    • Maintain the momentum on the primary service
    • Expand to one or moreadditional services
    • Not moving
    • Modern
    • Go!
    • Stuck
    • Next?
  12. Slide 12

    • Not moving
    • Contact business decision makers (BDMs) to understand customer initiatives
    • Map customer initiatives to scenarios and services
    • Understand competitive landscape and replace with Office 365 services
    • A
  13. Resources to get you started:

    Slide 13 - Resources to get you started:

    • Refer to the BDM conversation starters (see appendix)
    • Contact Business Decision Makers to understand customer initiatives
    • A
    • How do I find the BDMs?
    • How do I secure a meeting?
    • Leverage existing Microsoft account team relationships
    • Account technology Specialist, Technical Account Manager, Customer Service Manager, Solution Sales Professional
    • Tap into the O365 customer community
    • Office 365 Network
    • Conduct external research
  14. Slide 14

    • Map customer initiatives to scenarios and services
    • Get it done from anywhere
    • With Office 365, you can work with others wherever you are—with a consistent experience on any device
    • Emails and calendar on the go
    • Coordinate meetings on the go, access synchronized contacts, check task lists, and use intelligent tools to manage email
    • Store, sync, share your files
    • With one place for all your work files, you can access them anytime, from any device, and share the latest version with the rest of the team
    • Run more effective meetings
    • What if you and your team could join a meeting in just one click, whether you are across the hall or across the globe?
    • Most fundamental Office 365 usage scenarios to get started and begin readying people
    • Work like a network
    • What if you were connected to everything important at work? Plugged into every document, person and activity that mattered?
    • success.office.com/scenarios
    • A
  15. Slide 15

    • Understand competitive landscape and replace with Office 365 services
    • Which products/services are you using for the following scenarios?
    • What is the usage level (high/low)?
    • Email and calendar
    • Exchange (on prem.)
    • High
    • Document management
    • Box
    • Low
    • Real-time communications
    • Cisco Telepresence
    • High
    • Enterprise social
    • None
    • N/A
    • Productivity apps
    • Office apps on-prem, Gmail
    • Varies
    • First understand the current customer landscape of cloud services
    • Then identify areas where Office 365 could replace/complement an existing competitive service
    • A
    • When identifying potential areas where Office 365 could replace or complement a competitive service, leverage all of the available compete battle cards and resources here
    • HINT
    • Customers may not realize that they have a Yammer network nor be aware that it is a cloud solution. This is an opportunity to introduce the value that Enterprise Social brings to Office 365
    • HINT
    • 1
    • 2
  16. Slide 16

    • Modern
    • Understand key business scenarios driven by workplace modernization needs
    • Prioritize the business scenarios and help customer choose first Office 365 service(s)
    • B
  17. Slide 17

    • Understand key business scenarios driven by workplace modernization needs
    • B
    • Resources to get you started:
    • Modern Workplace
    • Identify Business Scenarios
    • How do I complete this step?
    • Where can I get help?
    • Identify who is driving the effort
    • In most instances it is the CIO
    • Since the implications are widespread, the effort will also involve other functions such as HR, IT, and legal
    • Understand what is driving the effort
    • Megatrends
    • e.g., “bring your own device” (BYOD)
    • Industry specific trends
    • e.g., increase in digital banking for financial services industry
    • Competitive actions
    • e.g., Apple pay in payments
    • Innovation focus
    • Customer satisfaction
    • Outline business scenarios related to modern workplace
    • Examples
    • Reduce time-to-launch marketing campaigns by allowing teams to share files and keep track of edits
    • Ensure employees can access internal information securely on any device and while on the go
    • Accelerate innovation by fostering more collaboration and teamwork across employees
    • Improve customer service response times by 20%
    • Take your customer to the MEC (Microsoft Experience Center) for a chance to get real world experience with the Microsoft business productivity platform and understand how Microsoft can help with workplace modernization
  18. Slide 18

    • Prioritize the business scenarios and help customer choose first Office 365 service(s)
    • When assessing which Office 365 service(s) to lead with, the customer needs to consider the ease of implementation and level of impact that the scenarios will have on their business
    • Use the following resource for this step:Define and Prioritize Solutions Template
    • B
    • *In this example, if the customer chose “reduce time-to-launch marketing campaigns by better file sharing and co-editing”—we would prioritize OneDrive for Business as the first Office 365 service
    • Reduce customer service response time by 20%
    • Accelerate innovation by greater collaboration
    • Reduce time-to-launch marketing campaigns by better file sharing and co-editing
  19. Slide 19

    • Go!
    • Create a FastTrack deployment plan to ensure that the Onboarding Center knows you are the partner for the customer and reach out to you
    • Leverage the Office 365 adoption planning tool and methodology to execute a successful plan
    • Ensure adoption plan has owners, timelines, and deliverables
    • C
  20. Create a FastTrack deployment plan and ensure the Onboarding Center knows you are the customer’s partner

    Slide 20 - Create a FastTrack deployment plan and ensure the Onboarding Center knows you are the customer’s partner

    • Log-in to the FastTrack portal and locate your customer’s account
    • Complete the steps within the deployment planning tool to create a deployment plan for the identified Office 365 services
    • Ensure the Onboarding Center (OBC) knows that you are the partner for the customer and to reach out to you to move forward with a successful deployment execution
    • Remember that your customer might qualify for the Adoption Offer. Use this as an opportunity to drive adoption activity with your customer.
    • C
  21. Leverage the Office 365 adoption methodology to execute a successful plan

    Slide 21 - Leverage the Office 365 adoption methodology to execute a successful plan

    • Common adoption framework
    • Follow the step by step guidance within the FastTrack adoption planning tool to help your customer create and execute on a plan to drive adoption of the identified Office 365 services
    • Remember that the journey to adoption does not end at creating the plan—utilize the adoption methodology and supporting resources on the Office 365 Customer Success Center to guide your customer through the best practices for driving success and sustaining usage
    • C
    • Define a vision and identify scenarios
    • 1
    • Prioritize solutions and create an adoption plan
    • 2
    • Commit resources and execute on adoption plan
    • 3
    • Measure, share, success, and iterate
    • 4
  22. Ensure adoption plan has owners, timelines, and deliverables

    Slide 22 - Ensure adoption plan has owners, timelines, and deliverables

    • Pre-launch phase
    • Post-launch phase
    • Week 1
    • Week 2
    • Week 3
    • Week 4
    • Week 5
    • Week 6
    • Week 7
    • Week 8
    • Week 9
    • Week 10
    • Week 11
    • Week 12
    • Key events
    • Target launch (date)
    • Project mgmt
    • Finalize project plan
    • Check in with awareness leads
    • Execute launch activities
    • Build on results on end-user survey
    • Vision/business value
    • Vision and business scenario development
    • Define solutions and success criteria
    • Build adoption plan and secure budget
    • Scenario prep, executive training
    • Launch scenarios
    • Engagement activities/evaluate success
    • Engagement activities/evaluate success
    • Engagement activities/evaluate success
    • Engagement activities/evaluate success
    • Engagement activities/evaluate success
    • Engagement activities/evaluate success
    • Technology enablement
    • Readiness for technical deployment of Office 365
    • Run Pilot with champions/early adopters
    • Enable solution(s) to organization, department(s) or team(s)
    • Comms/ training
    • Identify comms, training, and event needs
    • Develop comms and training plan; train helpdesk
    • Launch teasers: posters, flyers, and booklets; setup learning center
    • Internal site announcements; dept. specific awareness tactics; first touch event(s); launch FAQ & Yammer Help Group; first round of trainings
    • Executive welcome email and event
    • Setup ongoing training series
    • Ongoing awareness email campaign
    • Launch participation giveaway
    • Ongoing awareness email campaign
    • Update and maintain learning center
    • Preform end-user survey
    • Champions
    • Identify champions
    • Train champions and brainstorm activities
    • Determine ongoing champion duties
    • Finalize champion launch activities
    • Survey champions, capture early adopter successes
    • Execute launch activities
    • Launch weekly scenario spotlight based on early adopter success
    • Launch recurring tips and tricks
    • 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
    • Based on survey, implement adjustments to usage policy
    • As you work with your customer to put together their plan to drive adoption, share with them the below example which is based on the Office 365 adoption methodology
    • C
  23. Slide 23

    • Stuck
    • Identify key adoption blockers and ensure you and the customer are linked to the Onboarding Center (OBC)
    • Leverage FastTrack and the Office 365 adoption methodology to get your customer on track with executing the plan
    • D
  24. If the customer is stuck in deployment:

    Slide 24 - If the customer is stuck in deployment:

    • Use the deployment planning tool in the FastTrack portal to complete the deployment plan and make certain that you and the customer are connected to the Onboarding Center (OBC) to drive successful execution of the plan
    • If the customer has deployed but is not driving adoption:
    • Ensure that the customer is familiar with the 4 step adoption methodology and supporting resources on the Office 365 Customer Success Center, and utilize the FastTrack adoption planning tool to customize a plan to drive and sustain usage
    • Define a vision and identify scenarios
    • 1
    • Prioritize solutions and create an adoption plan
    • 2
    • Commit resources and execute on adoption plan
    • 3
    • Measure, share, success, and iterate
    • 4
    • Identify key blockers and ensure you and the customer are connected to the Onboarding Center
    • D
  25. Slide 25

    • Next?
    • Maintain the momentum on the primary service
    • Expand to one or more additional services
    • E
  26. Ensure customer has a process to measure success

    Slide 26 - Ensure customer has a process to measure success

    • Encourage customer to recognize and share success stories
    • Exchange report:
    • Lync report:
    • Reports are available within the Office 365 online admin portal and can tie to the metrics needed to represent adoption improvements:
    • Maintain the momentum on the primary service
    • E
    • Sample user satisfaction surveys and measuring success guides are available via the Office 365 Customer Success Center:
    • An executive acknowledges the issue
    • Other stores across the country confirm the problem
    • An employee on the night crew flags a non-routine problem
    • The problem is resolved
  27. Slide 27

    • Get it done from anywhere
    • Emails and calendar on the go
    • Store, sync, share your files
    • Run more effective meetings
    • Work like a network
    • Log-in to FastTrack to create a deployment and adoption plan for the new identified services, and ensure customer is connected to the OBC and Office 365 Customer Success Center to drive execution
    • Identify areas where Office 365 could replace/complement competitive services
    • Contact BDMs to understand customer initiatives
    • Map customer initiatives to scenarios and services
    • Do they use competitor products for key business needs?
    • When identifying potential areas where Office 365 could replace or complement a competitive service, be sure to leverage all of the available compete battlecards and resources here
    • Identify transformational initiatives and owners, and map to Office 365 services
    • Have you identified the top business needs and scenarios?
    • If yes – go to the next highest priority service
    • If not – schedule time with your customer to have a broader conversation around other areas where Office 365 could have an impact on the business
    • Expand to one or more additional services
    • E
  28. Opportunities to grow and extend by scenario

    Slide 28 - Opportunities to grow and extend by scenario

    • Get it done from anywhere
    • Emails and calendar on the go
    • Store, sync, share your files
    • Run more effective meetings
    • Work like a network
    • Build additional apps that extend the functionality of Office 365
    • Leverage APIs
    • Integrate with Dynamics CRM
    • Build Search and context-relevant experiences
    • Create SharePoint online connection points
    • Build additional apps and leverage APIs
    • Integrate with eDiscovery solutions to access data and information across Exchange and other data sources (Lync, SharePoint, etc.)
    • Create deeper integrations to support Data Loss Prevention (DLP), eDiscovery, and auditing & reporting functionality
    • Integrate with OneNote to extend collaboration opportunities
    • Create compliance and governance plans
    • Guide organizations through the journey to open collaboration
    • Surface 3rd party activity within Yammer via Delve
    • Leverage Inline Social
    • Deliver social analysis and insight
    • Platform integration
    • Collaboration infrastructure
    • LOB system integration
    • Departmental dashboards
    • LOB specific apps that integrate with Office 365 and Yammer
    • Extend the Yammer feed to 3rd party or homegrown solutions
    • Create custom apps on top of SharePoint and Outlook
    • Create tailored mobile apps
    • Integrate with eDiscovery solutions to access data and information across Lync and other data sources (Exchange, SharePoint, etc.)
    • Build additional apps and leverage APIs; app customization; mobile add-ons.
    • Deliver an end-to-end solution and build integrated solutions complete with support, applications, network, and hardware
    • Pre-packaged device offers
    • Perform network and infrastructure assessments
    • Sell integrated solutions and support customers throughout the entire lifecycle
    • Create SharePoint online extension points for file sharing
    • Build industry-specific solutions
    • Build Management, monitoring, DR, backup, DLP solutions
    • Build additional apps and leverage APIs
    • Create ECM governance and compliance strategies; integrate into ECM solutions; create identity and policy plans
    • Introduce hybrid scenarios, upgrades, and long-term journey to the cloud options
    • Implement broad deployment and user activation that include Directory Synch and password synch; optionally ADFS/SSO
    • Integrate Hybrid Content Management Services for Search, Taxonomy/ Metadata, eDiscovery
    • Create education and training programs for end users
    • Provide added services for integration and migration
    • Transition to managing projects in SharePoint Online
    • .
  29. Appendix: Additional tools and templates

    Slide 29 - Appendix: Additional tools and templates

  30. Partner Tools

    Slide 30 - Partner Tools

    • Office 365 Success Center : Browse through our scenarios, adoption methodology, and resources to learn how to get the most out of Office 365, quickly get your team onboard, and drive adoption
    • Office 365 Deployment Usage Campaign : The resources in this campaign can be used to help your customers start using and deploying Office 365
    • Office 365 Summits : Office 365 Summit is traveling around the world and delivering technical and sales training direct from the source with Microsoft experts. Sales and Technical Readiness content for IT Pros and Partners can be found on the Office 365 Summit site
    • Office 365 Learning Center: Access end-user training materials to help customers get started with Office 365 and see how they can be more productive
    • Drumbeat : Drumbeat is the Office 365 sales readiness program for partners serving the Enterprise segment
    • Cloud Adoption Partner Profitability Playbook: The Cloud Adoption Partner Profitability playbook helps partners increase profitability through IP (Intellectual Property) Services, Managed Services, and Project Services business models. Use this playbook to drive Cloud Services adoption and learn more about all of the tools, resources, and best practices currently available
    • IDC Successful Cloud Partners 2.0 eBook: Find out which activities are helping IT solution providers build profitable cloud practices and look at the actionable steps partners can take based on real partner success stories
    • Resources
    • Social Communities
    • Office 365 Partner Network : A Yammer network for Office 365 partners to connect with each other
    • Customer Communities : The Office 365 Network is our customer community where members can ask questions and share knowledge and experiences
  31. Partner Offers

    Slide 31 - Partner Offers

    • Fast Track Portal : Provides internal deployment and adoption planning resources; outputs a deployment and adoption plan for the account
    • Office 365 Adoption Offer : Microsoft is investing in adoption activities for all customers that buy at least 150 qualifying Office 365 SKUs between September 1, 2014 through March 31, 2015. Learn more on the Office 365 Offers & Programs tab
    • Office 365 Deployment Center : Provides customer-facing Office 365 deployment and onboarding support, as well as access to the Office 365 Adoption Offer
    • Customer Immersion Experience : Provides business professionals a chance to get real world experience with the Microsoft Business Productivity Platform
    • Resources
    • Support
    • Microsoft Office 365 Deployment Shadowing Service : A new offering focused on supporting partners throughout the lifecycle of an Office 365 migration. This offering will accelerate the enablement, presales, and deployment of partner-led Office 365 customer engagements
    • Signature Cloud Support : A team focused on providing technical support for partners who are deploying or supporting their customers on Office 365. Partners in the Cloud Productivity Competency or Small and Midmarket Cloud Solutions Competency have unlimited access to this team.
    • Competencies
    • Cloud Productivity Competency : The Cloud Productivity Competency is for partners deploying Microsoft Office 365 for enterprise customers
    • Small and Mid-Market Solution Competency : This competency is for partners selling Microsoft Office 365 to small and mid-market customers
  32. Appendix table of contents

    Slide 32 - Appendix table of contents

    • BDM conversation starters
    • BDM email templates
    • Office 365 usage scenarios
    • Prioritizing scenarios and services
    • Creating an adoption plan with milestones, deliverables, stakeholders
    • Developing success metrics and sharing success
    • Alignment to account stages
    • The appendix includes common tools, templates, and best practice guidance. Additional resources can be found on the Office 365 Customer Success Center
    • A
    • A
    • B
    • B
    • C
    • E
  33. Discussion starters with HR

    Slide 33 - Discussion starters with HR

    • Over the next six to twelve months, what are the top three things you need to get done? How does that tie back to the overall organizational goals?
    • How does the staffing team manage recruitment? What challenges do they face when they are cross collaborating?
    • How does HR manage the onboarding process?
    • How are benefits communicated and supported?
    • How are employees recognized?
    • What is the performance management and planning process? What are some challenges?
    • How are internal career postings managed?
    • What are some employee retention challenges?
    • How is employee intellectual formal and informal contributions captured and shared?
    • How are employees enabled for their roles? Or future roles?
    • How are health and wellness plans managed and communicated?
    • How do you measure employee engagement and satisfaction? What were the latest results like?
    • A
    • Discussion starters with marketing
    • How does marketing collaborate with other departments in the business?
    • How do you manage the competitive intelligence process and assets?
    • How does marketing manage events/campaigns planning and execution?
    • How do you manage product launches and communicate the learnings back to the field?
    • How do you collaborate with external partners and agencies?
    • How does marketing build the brand internally and externally?
    • What is the typical flow of knowledge and communication on a project?
    • How does marketing create and share content?
    • How does marketing support sales?
    • How are PR plans communicated and shared?
    • How are press releases managed?
  34. Discussion starters with sales

    Slide 34 - Discussion starters with sales

    • How does sales stay current with competitive information?
    • How does sales work with other experts in the organization to increase sales effectiveness?
    • How do you find and share information about your competitors’ strategies when you’re in the field?
    • How does the team communicate wins/loss lessons learned? And how are they incentivized to share this?
    • How do you manage customer relationships?
    • How does a sales manager lead pipeline and forecasting and ensure his team is aligned?
    • What is a day in the life of a sales rep in your org?
    • What is a day in the life of a sales manager?
    • How do the reps connect to each other and the info they need to drive sales?
    • A
    • Discussion starters with internal communications
    • How does internal communications engage employees in dialogue?
    • How are crisis communications managed?
    • How does internal communications know if employees are finding values in their services?
    • How does internal communications manage exec communication and engagement? Do people feel genuinely connected to their leaders?
    • How are employees informed of strategic initiatives?
    • What are the current vehicles for internal communications? In what ways are
  35. Discussion starters with executives

    Slide 35 - Discussion starters with executives

    • How do you ensure your people understand the business strategy and how they should execute?
    • How do you gather highlights and lowlights across the business?
    • How do you connect to your direct reports?
    • How do you stay developed as a leader, and stay ahead of other leaders in your space?
    • What is your external social presence like?
    • How do you effectively manage work while on the road?
    • How often do you share what you’re working on with the rest of the org? Do you look for feedback?
    • A
    • Discussion starters with IT
    • How does IT manage projects? What are some key challenges around the process?
    • How does IT involve the lines of business in the early stages of deployment?
    • How do you manage your internal IT Help Desk?
    • How does IT innovate in the services they deliver and how they deliver them?
    • How does IT stay current in the latest technology?
    • How do you manage governance and security?
    • How does IT work with contractors and partners?
    • How do you skill up end users for new tools?
    • How do you gather feedback on the tools available?
    • What is your mobile workforce and what is your BYOD policy and mobile infrastructure?
    • How many external workers do you support?
  36. Sample email template to customize for BDM outreach: go-back

    Slide 36 - Sample email template to customize for BDM outreach: go-back

    • {Name(s)},
    • My name is ______ and I am the {Insert Role} for {Company Name}. The purpose of my reaching out is to schedule a meeting with you to discuss {Company Name}’s current adoption of Microsoft’s Office 365 service and identify how your organization can best utilize the available resources in order to reach your business goals.
    • Here at {Company Name}, we have a well-defined adoption methodology that we follow to ensure our customers are getting the most out of their Office 365 investments and are setting themselves up for success. In this meeting, I’d like to learn more about your vision for Office 365 and start to put together a plan to help you drive adoption across {Company Name}. A well-defined vision and business goals will not only help you secure buy-in and support for Office 365 from your peers/leadership, but also in the long run help you determine your level of success.
    • Please let me know your best availability for a 1 hour meeting this week and I will send over a calendar invitation with the detailed agenda.
    • I look forward to connecting with you soon.
    • Regards,
    • {Your Name}
    • A
  37. Sample email template to customize for BDM outreach: new business

    Slide 37 - Sample email template to customize for BDM outreach: new business

    • {Name(s)},
    • My name is ______ and I am the {Role} for {Company Name}. The purpose of my reaching out is to schedule a meeting with you to discuss {Company Name}’s key business needs around modernizing how your employees work.
    • Here at {Company Name}, we have worked with customers like {companies in the same space} to modernize their workplace and ensure that employees are getting the most out of their investments.
    • Please let me know your best availability for a 1 hour meeting this week and I will send over a calendar invitation with the detailed agenda.
    • I look forward to connecting with you soon.
    • Regards,
    • {Your Name}
    • A
  38. Slide 38

    • Sample Agenda for meeting with a CIO
    • Sample Questions for a Workplace Modernization Discussion:
    • Host a meeting with executives,
    • key department stakeholders, project managers, and champions who understand overarching company goals.
    • Introductions (5 min)
    • Understand drivers of workplace modernization (15 min)
    • Discussion of key challenges (15 min)
    • Key business scenarios around productivity (15 min)
    • Next Steps (5 min)
    • How are employees already using existing software productivity tools to get their work done?
    • What are the current collaboration and communications challenges within the organization?
    • Why is the organization changing the way they work at this time?
    • How does working in a new way support the organization’s overarching mission, vision, and strategy?
    • How will working in a new way change the organization?
    • 1
    • 2
    • 3
    • 4
    • 5
    • 6
    • 7
    • 8
    • What does success look like following the adoption of this new way of working?
    • How will a more social and open way of working benefit the overall organization?
    • How will a more social, collaborative, open way of working benefit every employee personally?
    • B
  39. Slide 39

    • Sample Office 365 vision statements
    • We’re utilizing the technology to provide a community for the team to:​
    • Reinventing the way we work!​
    • Transparent communication: a platform to deliver a consistent message and facilitate two-way communication.​
    • Collaborative projects: drive productivity by facilitating cross-geographic and functional team project collaboration.​
    • Shared knowledge: increase access to information and the ability to share best practices and learn from each other peer-to-peer.​
    • Inspired work: accelerate innovation giving us the agility to meet the needs of our changing business.
    • Collaborate seamlessly on projects. ​
    • Reduce duplication of work through better access to resources​.
    • Harness the knowledge and power of our collective group​.
    • Stay abreast of changes occurring throughout the team.​
    • Learn and grow through intrinsic knowledge consumption​.
    • Easily access information and updates from anywhere.
    • B
  40. Slide 40

    • Get it done from anywhere
    • PC, Mac, tablet, phone? People work across a variety of devices from different locations and all need a consistent, clean, and fast experience. Office 365 gives people access to everything they need to get the job done from anywhere. Files and settings are synced from one device to the next, creating freedom and reliability for your team.
    • Get Office on up to 5 devices. By using their favorite device, everyone can edit or share files from a phone or collaborate from a tablet. Office 365 gives you everything you need with a consistent experience across devices.
    • Work together seamlessly. Don’t miss a beat when you create documents, edit, and collaborate with others in real time. Your team stays in sync and you’ll get things done faster than ever.
    • Make work shine. You will love the ability to create polished documents, present professionally, get valuable insights from your data, and work together with ease. Office 365 is your familiar Office, only better.
    • Get it done from anywhere
    • B
  41. Slide 41

    • Emails and calendar on the go
    • Did you know Office 365 is the one destination for email, calendars, files, contacts, and tasks? During your morning train commute you can coordinate meetings on the go, access synchronized contacts, check your task list and use intelligent tools to manage your inbox so you can quickly deal with the most important matters. Work is now connected and accessible.
    • Do more with email. You need email that’s simple and powerful. Now people will have 50GB of storage for all their messages and the ability to send an email up to 25MB.
    • Take control of your inbox. Help people stay focused on what’s important. Easy visibility into the messages that matter most means your team is more efficient and can use email to get work done.
    • Simplify scheduling. The perfect team tool, Office 365 lets you check calendars and retrieve contacts from any device. You can avoid scheduling hassles by easily sharing calendars and viewing other’s availability.
    • Emails and calendar on the go
    • B
  42. Slide 42

    • Store, sync, and share your files
    • Keep everyone on the same page, wherever they happen to be. OneDrive for Business lets your team collaborate on documents, share reports with partners, and connect with customers—from virtually any device. Instead of multiple versions on thumb drives and in email conversations you can enable everyone to work on the same file—simultaneously—and keep track of everyone’s changes in real time. You don’t even need to be at your desk to get work done together. You can keep reviewing and refining your files online and offline.
    • Edit files from anywhere. With 1TB of personal document storage, everyone can store files online to access them from anywhere—with PC, tablet, or phone.
    • Securely share with others. Now you can share documents efficiently to keep everyone in sync. Files are private by default, so that you don’t have to worry, and can be shared inside or outside your organization so others can edit or review in real time.
    • Find shared documents fast. With Delve, Office 365 also helps you discover relevant information based on what you do and who you engage with.
    • Store, sync and share your files
    • B
  43. Slide 43

    • Run more effective meetings
    • You need to get the right people working together to get the work done—which is not always simple in our on-the-go world. Office 365 makes it easy for people to meet and connect online, from wherever they are, on multiple devices. With Lync, people can join or start a meeting in just one-click, whether across the hall or across the globe. HD video, screen sharing, and real-time note taking help meetings matter, producing actionable results and decisions for your team.
    • Meet from anywhere. Lync lets people connect from anywhere, on virtually any device. Set up meetings on the fly and join meetings from Outlook or the Lync mobile app. It’s never been simpler to stay in touch on the go.
    • One place for meetings. Move work ahead faster with online meetings that feel like they’re in person. With Lync, your team can host or join meetings with HD video for small to large groups.
    • Present and take notes. During meetings, Lync lets your team take notes together in real time and record all the details to keep everyone on the same page.
    • Run more effective meetings
    • B
  44. Slide 44

    • Work like a network
    • Yammer helps your organization listen, adapt, and grow in new ways by working like a network. More than a content repository, it's a place where your teams can discuss various aspects of a project, share ideas, give feedback, take notes together, review the same documents, and much more. Yammer makes connecting your distributed workforce easy. It helps employees get answers to questions faster with an open community feed. And most importantly, it inspires unity and innovation by allowing people to learn, share, and be heard.
    • Communicate across your organization. With Yammer, everyone in the organization can listen and participate, improving internal communication among cross-functional teams. Everyone’s voice and ideas can be heard quickly.
    • Quickly identify expertise. Quickly find experts, ask questions, get answers, and accomplish more, faster.
    • Break down silos. Engage in the conversations you care about, offer feedback, and help drive business results together, across departments and locations.
    • Work like a network
    • B
  45. Slide 45

    • Usage Scenarios and Related Resources
    • Get started quickly and begin readying people with Learning Paths and Awareness Kits
    • Transition to Scenarios Learning Paths
    • Download Customizable Awareness Kits
    • success.office.com/scenarios
    • success.office.com/resources
    • B
  46. Slide 46

    • Resources
    • Get it done from anywhere
    • Countdown email
    • Announcement email
    • Tips & Tricks email #1
    • Tips & Tricks email #2
    • Tips & Tricks email #3
    • Learning Path
    • Emails and calendar on the go
    • Countdown email
    • Announcement email
    • Tips & Tricks email #1
    • Tips & Tricks email #2
    • Tips & Tricks email #3
    • Learning Path
    • Store, sync, share your files
    • Countdown email
    • Announcement email
    • Tips & Tricks email #1
    • Tips & Tricks email #2
    • Tips & Tricks email #3
    • Learning Path
    • Run more effective meetings
    • Countdown email
    • Announcement email
    • Tips & Tricks email #1
    • Tips & Tricks email #2
    • Tips & Tricks email #3
    • Learning Path
    • Most fundamental Office 365 usage scenarios and associated resources to get started and begin readying people.
    • Work like a network
    • Countdown email
    • Announcement email
    • Tips & Tricks email #1
    • Tips & Tricks email #2
    • Tips & Tricks email #3
    • Learning Path
    • success.office.com/resources
    • B
  47. Slide 47

    • What are the common challenges of planning better events?
    • Communicating and meeting project timelines
    • Project team members aren’t clear on project milestones and the assigned tasks for each member.
    • Coordinating with presenters
    • Working with external vendors
    • The participation of outside vendors increases the likelihood of communication issues due to regional and cultural barriers, and introduces a challenge around sharing important documents.
    • Sharing and creating files with team members
    • Presentation content requires input from colleagues across multiple teams and locations, creating challenges around consistency and cohesiveness.
    • Common challenge:
    • Common challenge:
    • Common challenge:
    • Common challenge:
    • The event requires the involvement of stakeholders who may have varying preferences in terms of their communication and project management tools.
    • B
  48. Slide 48

    • What are the common challenges of conducting effective meetings?
    • Team members are taking their own individual meeting notes and the information is not readily available to team members who may have missed a meeting.
    • Meeting participants aren’t always completely focused on the meeting and may resort to multitasking during meetings.
    • Common challenge:
    • Common challenge:
    • Common challenge:
    • After a team meeting, there isn’t always a record of the decisions or follow-up action items, which can cause ambiguity and confusion amongst the team.
    • Taking collaborative notes
    • Tracking action items
    • Engaging meeting participants
    • B
  49. Slide 49

    • What are the common challenges of introducing an innovative culture?
    • Executing a successful innovation campaign requires effort and input from a cross-functional array of colleagues and leadership, which can be difficult and expensive.
    • Building an innovation project from the ground-up and submitting ideas for feedback and voting can be difficult when teams are represented across different offices and time zones.
    • Having an easy way for colleagues to review, provide feedback, and rate their favorite innovation campaign submissions.
    • Common challenge:
    • Common challenge:
    • Common challenge:
    • Common challenge:
    • Ensuring that the entire cross-functional team is all on the same page with the innovation campaign goals, guidelines, and schedules.
    • Planning & developing the campaign
    • Promoting the campaign
    • Building & submitting concepts
    • Soliciting feedback
    • B
  50. Identifying associated features

    Slide 50 - Identifying associated features

    • Conducting effective meetings
    • Capabilities
    • Taking collaborative notes
    • Tracking action items
    • Engaging meeting participants
    • Yammer internal network
    • Use Yammer notes for outlining and organizing meeting agendas.
    • Use a Yammer group to host the conversations around assigned tasks.
    • Use a Yammer group for regular status updates instead of weekly or bi-weekly status update meeting.
    • Lync
    • Use Lync meeting notes to track minutes during calls.
    • Use online polls to ask and record participants’ answers; allow video call with white board capacity.
    • SharePoint
    • Will host documents and notebook shared during recurring meetings.
    • Tasks can be used to assign actions to people with easy follow up and tasks center for the team members.
    • Easily share documents live with other participants.
    • OneDrive for Business
    • Will host documents and notebook shared during a one-time meeting.
    • Easily share documents live with other participants.
    • Yammer external network
    • Used when meeting with partners or suppliers or any other external participants.
    • Field workers continue discussions and build better relationships with customers, partners, suppliers with an external network.
    • Office & Outlook
    • OneNote will be used to take online notes with co-editing. Videos/documents/links could be added. OneNote will also guarantee offline access with sync.
    • OneNote & Outlook Tasks integration to gather the decisions made during the meeting.
    • Upon identifying the Office 365 tools that will help you meet your goals, you can then determine the specific workflows.
    • B
  51. Slide 51

    • Prioritizing solutions
    • Complexity
    • How complex or difficult is it to put the solution into place?
    • Complexity could be due to technical, organizational, or cultural challenges.
    • Added value
    • Impact
    • Will the solution impact employees across the whole company or is it specific to a team or department?
    • Leadership involvement
    • For each solution, estimate the amount of leadership support you are likely to receive.
    • How much value will this solution deliver to employees?
    • It’s important to start small and demonstrate quick value, so that you don’t overwhelm your teams.
    • We encourage you to take the following four parameters into consideration as you work to prioritize the solutions and define your step-by-step approach.
    • B
  52. Prioritizing solutions

    Slide 52 - Prioritizing solutions

    • Once you have all of your ratings, you can apply your scores to a priority table to analyze how they compare to each other.
    • Priority
    • Solutions
    • Added value
    • Complexity
    • Impact
    • Leadership involvement
    • Total score
    • Use Case 1
    • 2
    • 4
    • 2
    • 0
    • 8
    • Use Case 2
    • 4
    • 2
    • 5
    • 1
    • 12
    • Use Case 3
    • 5
    • 5
    • 4
    • 3
    • 17
    • Use Case 4
    • B
  53. Use this checklist for your final team

    Slide 53 - Use this checklist for your final team

    • Role
    • Responsibilities
    • Department
    • Names
    • Project manager
    • Oversee the entire Office 365 launch execution and rollout process
    • Executive sponsor
    • Communicate high-level vision and values of Office 365 to the company
    • Business owner
    • Provide guidance, approval and support throughout the rollout
    • Champions
    • Help evangelize Office 365 and manage objection handling
    • Department leads
    • Identify how specific departments will use Office 365 and encourage engagement
    • Training lead
    • Manage and communicate training content about Office 365
    • IT specialist
    • Oversee all technical aspects of the rollout, including integrations
    • HR manager
    • Integrate Office 365 into HR processes and manage HR content on Office 365
    • Communication lead
    • Oversee company-wide communications about Office 365
    • Community manager
    • Manage day-to-day Yammer network activity; provide guidance and best practices
    • SharePoint site manager
    • Help manage SharePoint site strategy for the organization, serve as the link between business side and IT
    • Your launch will be more successful as a team effort, but keep in mind that depending on the size and makeup of your organization, it’s possible for some of these roles to overlap, to have certain people fulfill multiple roles, or to have multiple team members fulfill a single role.
    • C
  54. Slide 54

    • To maximize results, use a variety of tactics
    • Consider a mix of these activities to maximize impact and adoption.
    • including internal announcements or newsletters, is critical to driving adoption, as it informs and inspires users about the new technology and helps create a natural “buzz” or excitement.
    • Communications
    • such as parties, town hall meetings, contests, and giveaways, can help further momentum and encourage employees to start interacting with the new tools. Events should require users to interact with Office 365, so that they can experience the value first hand.
    • Engagement events
    • which can vary from classroom-style sessions to self-help getting started guides, is essential to ensure that employees understand how to actually use the new technologies to get their work done.
    • Training
    • Keep in mind that the more communications, events, and training sessions that you organize, the more likely your colleagues will engage with Office 365 during your launch and afterward.
    • C
  55. What should you include in an awareness campaign?

    Slide 55 - What should you include in an awareness campaign?

    • 5 weeks
    • 4 weeks
    • 3 weeks
    • 2 weeks
    • 1 week
    • Launch
    • Post-launch
    • Posters, flyers, booklets, teasers
    • First Touch event
    • Internal site announcements, department-specific awareness tactics
    • Weekly Scenario Spotlight
    • Help desk training
    • Champions training
    • Learning Center (set up, then update as needed)
    • Maintain & Update Learning Center
    • Pilot survey
    • Early adopter videos
    • Lunch & learn
    • Recurring Lunch & Learn
    • Recurring Tips & tricks
    • Intranet site announcements
    • FAQ
    • Maintain FAQ
    • Launch event
    • Executive welcome email
    • End-user training
    • Policies, best practices
    • Contests, giveaways
    • Weekly reporting, success criteria updates
    • Awareness Project Plan Sample
    • C
  56. Slide 56

    • Task (click for description)
    • Office
    • Exchange Online
    • OneDrive for Business
    • Lync Online
    • SharePoint Online
    • Yammer
    • Phase 1
    • Set business vision
    • *
    • N/A
    • **
    • ***
    • ***
    • ***
    • Engage executive sponsor
    • *
    • *
    • *
    • ***
    • **
    • ***
    • Identify business scenarios
    • Identify your business scenarios before rolling out any of these services.
    • Phase 2
    • Prioritize solutions
    • *
    • *
    • **
    • **
    • ***
    • **
    • Identify key stakeholders
    • *
    • *
    • **
    • *
    • **
    • ***
    • Create a content strategy
    • *
    • **
    • **
    •  *
    • ***
    •  **
    • Develop a governance plan
    • N/A
    • N/A
    • *
    • N/A
    • ***
    • ***
    • Build an adoption plan
    • **
    • **
    • ***
    • ***
    • ***
    • ***
    • Build a champion program
    • **
    • *
    • *
    • ***
    • **
    • ***
    • Phase 3
    • Launch an awareness campaign
    • **
    • *
    • **
    • ***
    • *
    • **
    • Develop a training & readiness plan
    • **
    • **
    • **
    • ***
    • ***
    • ***
    • Phase 4
    • Measure and share success
    • **
    • **
    • **
    • **
    • **
    • **
    • i
    • Starting with just a few services?
    • Task Priority: * Low ** Medium *** High
    • Here are suggested activities to help you plan your Office 365 rollout. Each activity has been prioritized so you can best allocate time and resources. The activities with one star are less important, while those with three stars are critical for successful deployment and adoption.
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • i
    • Set business vision
    • One of the most important factors in driving adoption of new technology is to first define a concise and comprehensive vision, allowing all employees to see the value the new tools will bring. For a new technology such as Yammer, this vision is even more important, while it is less important for Exchange Online because there is, most likely, a broader understanding of email with your organization.
    • Develop a governance plan
    • Governance is a set of policies, roles, and processes that guides and controls how your organization uses a new technology to achieve business goals. A governance plan is even more important for a complex system such as SharePoint Online where users need additional guidance on what they can do and how they can do it.
    • Create a content strategy
    • When you roll out a workload with a lot of content, such as OneDrive for Business or SharePoint Online, it’s important that you create a content strategy that defines content storage, archiving, permissions, backup, and more.
    • Build an adoption plan
    • You’ll want to think about ongoing adoption as part of your rollout project plan. There may be activities that happen before launch and some that continue over the next few months. There are three areas to focus on in your adoption plan: communication to drive awareness and excitement, readiness to drive adoption and increase confidence, and community to drive new behaviors and help users stay engaged.
    • Develop a training and readiness plan
    • Training users how to work with Office 365 should be included in every rollout plan but it is particularly important for a workload with less familiarity such as OneDrive for Business, Lync Online, or Yammer.
    • Launch an awareness campaign
    • Raising awareness is an essential step to driving adoption. An effective awareness campaign shouldn’t just focus on new features, but should help users understand the business value of Office 365 and how they will personally benefit from using it. Consider highlighting your vision and business scenarios so users can identify what’s in it for them.
    • Measure and share success
    • During your rollout you will likely be monitoring your team’s usage as well as collecting feedback. The next step is to consolidate this feedback, assess your success, and prepare to iterate on your approach by identifying new business scenarios, use cases, and audiences.
    • Identify business scenarios
    • Business scenarios make the connection between your organizational strategy, developed with the business vision, and the execution of usage scenarios. Your business scenarios should tie into existing company initiatives and will help you start thinking about how to measure success with tangible business results. Business scenarios are important for any workload.
    • Build a champion program
    • Office 365 champions build awareness, understanding, and engagement throughout your organization. They help evangelize new capabilities and can provide feedback to your core project team regarding user adoption. For newer tools such as Yammer it is even more important to involve champions throughout your entire rollout.
    • Engage executive sponsor
    • Executives play a crucial role in driving employee adoption of new technologies. Though they may not be heavily involved in the day-to-day project planning, executive support is essential to your success. Executives should be involved at every stage of deployment and should lead by example by incorporating Office 365 into their daily work.
    • Identify key stakeholders
    • The most successful technology rollouts occur when a committed team, representing a cross-section of your organization, executes all tasks effectively and on time. This guide includes information on recommended roles and responsibilities to drive a successful adoption of Office 365.
    • Prioritize usage scenarios
    • Usage scenarios, also known as use cases, demonstrate how you will address your business challenges and will help drive change across your organization by putting prioritized scenarios into practice. Once your usage scenarios are outlined, you can identify the Office 365 features that will help you fulfill them.
    • C
  57. Slide 57

    • Define your success criteria
    • As you draft your success criteria, use the SMART mnemonic to guide you:
    • Specific: Clear & unambiguous; answers the questions, “What, why, who, where?”
    • Measurable: Concrete; clearly demonstrates progress.
    • Attainable: Realistic; not extreme.
    • Relevant: Matters to stakeholders.
    • Timely: Grounded to a specific target date; answers the question, “When?”
    • S
    • M
    • A
    • R
    • T
    • When you develop
    • your ideal business scenarios and solutions, it’s critical to come up with a formal set of success criteria to measure the impact resulting from your Office 365 rollout. You’ll need to determine what should be measured, and how you will go about collecting both quantitative and qualitative data.
    • We recommend
    • that you choose criteria that will help you showcase success to leadership, such as user satisfaction, employee engagement, adoption velocity, and figures related to your desired business scenarios.
    • E
  58. Slide 58

    • What do you need to showcase success?
    • A mix of qualitative & quantitative results
    • Evaluate where you are before getting started.
    • Establish your benchmark and user surveys.
    • Identify success stories and gather quotes using interviews, roundtables, Yammer Groups, etc.
    • Measure progress against your KPIs to complement the qualitative analysis with data.
    • Identify business KPIs that may improve based on desired outcomes (satisfaction, time to process an order, etc.).
    • E
  59. Success criteria examples

    Slide 59 - Success criteria examples

    • Success criteria
    • Method/source
    • Metrics
    • Example goal
    • Increased adoption
    • Increased usage correlates to user adoption of the technology.
    • Quantitative
    • Office 365 reports
    • Mailbox usage
    • SharePoint usage
    • Lync IMs and conferences
    • Minutes of Lync audio used
    • Comparison of pre- and post-rollout usage reports will show increasing adoption of 10% per month.
    • Training effectiveness
    • Increased usage correlates to training effectiveness.
    • Quantitative
    • Office 365 reports
    • Qualitative
    • End-user surveys
    • Yammer groups & feedback
    • Mailbox usage
    • SharePoint usage
    • Lync IMs and conferences
    • Minutes of Lync audio used
    • Employee satisfaction
    • Comparison of pre- and post-training usage reports will show increasing adoption per month.
    • Employee net user satisfaction score is 130+ based on the final training survey.
    • Reduced operating costs
    • Increased adoption correlates to reduced third-party conferencing usage, travel time, and resource allocation.
    • Quantitative
    • Office 365 reporting
    • Finance/accounting reports
    • Help desk reports
    • Travel and phone expense reports
    • Output measures
    • Mailbox usage
    • SharePoint usage
    • Audio conferencing billing and usage
    • Travel and phone expenses
    • Help desk calls
    • Comparison of pre- and post- Office 365 reports will show cost savings.
    • Post-rollout usage of third party phone conferencing should show decreasing usage of 10% per month.
    • Increased productivity
    • Increased adoption correlates to faster communication and decision making, shorter time to complete tasks.
    • Qualitative
    • End user surveys
    • Yammer groups & feedback
    • Time required to complete projects
    • Time to complete customer orders should drop by 15% within 6 months.
    • Improved collaboration
    • Increased cross-team and cross-location communications.
    • Qualitative
    • End user surveys
    • Yammer groups & feedback
    • Employee satisfaction
    • Time saved
    • Teams that work from multiple locations will report improved feelings of connection with their teammates within 3 months of the Lync rollout.
    • Improved employee satisfaction
    • Flexible working options improve employee satisfaction through increased engagement, reduced stress, improved work-life balance.
    • Qualitative
    • End user surveys
    • Yammer groups & feedback
    • Employee satisfaction
    • Employee satisfaction improves by 15% within 6 months.
    • E
  60. These graphs represent some of the reports available within the Office 365 Online Admin Portal that can tie to the metrics needed to represent consumption or adoption improvements.

    Slide 60 - These graphs represent some of the reports available within the Office 365 Online Admin Portal that can tie to the metrics needed to represent consumption or adoption improvements.

    • KPI dashboard sample to support capabilities
    • Exchange
    • Lync
    • SharePoint
    • E
  61. Slide 61

    • Share stories
    • Capturing and sharing stories
    • about your Office 365 successes is one of the best ways to demonstrate business value.
    • When sharing a story about your experience with Office 365, be sure to include these details:
    • Time. The story should begin with a time marker, so the audience knows when it happened.
    • Characters. The story should feature names, so the audience knows who was involved.
    • Events. The story should recount the events that took place.
    • Visuals. The audience should be able to picture what has happened.
    • Stories about business value can easily be shared
    • internally through an Office 365 Success Stories group in your Yammer network. You can also share success stories externally with the wider Office 365 community via the Office 365 Customer Network and use them to make feature-function training more relevant.
    • Trainers should also use
    • these success stories to make feature-function training sessions relevant to end users.
    • E
  62. Slide 62

    • Iterate
    • Your adoption journey does not end after launch day nor after measuring your launch impact. Driving adoption is a continuous cycle and you should constantly be looking for new ways that Office 365 can add business value to your organization to keep up with the evolving needs of your users.
    • Use the insights from your evaluation process to kick off additional trainings to educate users about best practices and high-impact Office 365 solutions.
    • Organize additional business scenario and solutions development sessions with more departments in your organization. Afterwards, hold departmental trainings where you explain how Office 365 can drive success for each particular business line.
    • Periodically host additional engagement events, such as town hall style meetings or lunch & learns, to drive engagement in your network. Go back through Launch an Awareness Campaign to help you brainstorm event ideas.
    • Make sure to encourage your users and champions to develop ideas for how Office 365 can improve business practices and to share them with others via a Yammer group. Use these ideas to generate additional solutions and kick off additional trainings.
    • E