Microsoft Teams in 90 Days - Catapult Systems...Build integrations to existing business apps with...
Transcript of Microsoft Teams in 90 Days - Catapult Systems...Build integrations to existing business apps with...
Microsoft Teams in 90 DaysRichard Calderon – Director, Modern Workplace Strategy
Tim Cone - Director, Productivity Practice
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• Enabling teamwork and driving business outcomes with Microsoft Teams
• Review key success factors for adopting Microsoft Teams
• Governance, Security & Compliance
• Change Management
• Transforming teamwork in 90 days (or less)
What we cover in today’s webinar
Quick Poll #1
What do you do?
Current Challenges for Teamwork
2x
The landscape has changed
Can we somehow ease the pain?
Me: “Doctor, it hurts when I bend like this.”
Doctor: “So, stop doing that.”
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Microsoft 365: Universal Toolkit for Teamwork
Hub for TeamworkCo-AuthorConnect Across
the Organization
Intranets &
Content Management
Email & Calendar
TeamsOffice AppsYammerSharePointOutlook
Office 365 GroupsSingle team membership across
apps and services
Microsoft GraphSuite-wide intelligence connecting
people and content
Security and ComplianceCentralized policy management
Microsoft Teams
Persistent 1:1 & Group Chat
Powerful Online Meetings
Enterprise Calling & Voice
Built-in Office 365 Apps
The hub for teamwork in Microsoft 365
Quick Poll #2
Where are you in your MS Teams journey?
Transform workplace collaboration
Streamline businessprocesses
Connect everyone on
a single platform
What can Teams do for your business?
Provide enterprise grade security & compliance
Communicate through chat
Share information in an open and transparent way with threaded, persistent channel discussions
Manage private conversations with new secure private channels
Stay in sync with 1:1 or group chats
Communicate across geographies, languages, and organizations with guest access, federation, and translation
Add some fun to your conversations with gifs, memes, stickers & emojis
Available across mobile, desktop, browser, and a wide range of devices
Communicate across geographies, languages and organizations
Communicate through meetings
Stay connected with an intelligent meeting solution using video, content sharing, digital whiteboard, notes and chat
Engage in all types of meetings—spontaneous, scheduled, external and large-scale live and on-demand events
Make meetings more effective by having meeting history and relevant content at your fingertips
Search through meeting content with cloud recordings and automatic transcription and translation
Join from a range of platforms and devices,including desktop, browser, mobile, and meeting room devices
Communicate from anywhere with an intelligent cloud meeting solution
Communicate through calling
Provide software, service and phone lines for each user with Microsoft Calling Plans
Keep your voice trunks and configure as needed with Microsoft Direct Routing
Leverage the latest key calling features such as Cloud Voicemail, improved delegation, Busy on Busy, updated Cloud Auto Attendant, Call Park, Group Call Pickup, and Shared Line Appearance
Future support coming soon for Location-Based Routing, Dynamic e-911, and Call Recording
Connect with anyone through Phone System, Calling Plans, or Direct Routing
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Collaborate with integrated Office 365 apps
Share and co-author Office documents from within Teams app
Reduce context switching with built in access to Office 365 apps—SharePoint, OneNote, Power BI, Planner, Flow and PowerApps
Search across people, files and chats to find what you need—leveraging intelligence from the Microsoft Graph
Keep the whole team in the loop with email integration and notifications
Quick access to the apps you love
Customize and extend
Customize your channels by pinning important files, apps, or dashboard for easy reference
Add 3rd-party solutions so the team can quickly access information when needed
Integrate workflows to simplify processes and accelerate decision-making
Build integrations to existing business apps with the Teams developer platform
Simplify management of these app & services with new App Policies in the Modern Portal
Empower Firstline Workers with tools to succeed every day, including schedule management
Personalize your workspace to include the apps and services you love
Work with confidence
Global hyper-scale cloud, including ability for local data residency and global peering points for meeting join
Compliance leadership with EU Model Clauses, SOC 1 and 2, HIPAA, GDPR, and more
Built-in information protection, including eDiscovery, Data Loss Prevention even in chats & conversations, Information barriers, legal hold and audit
Multi-factor authentication for enhanced identity protection and secure guest access
Manage all aspects—users, usage and settings—In a single admin experience
Get built-in security, compliance and manageability from Office 365
Demo: Chat, Teams, and Channels
How do we get there?
Success Factor #1
Plan for Teams Governance
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Roles and their needs
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Tightly controlled and
restrictive
No controls or limits
Finding balance
Balanced
governance
Policies Guidelines
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Who can create Groups?
Naming Conventions?
Guest Access?
Approved Apps?
Meeting Capabilities?
Data Security?
Set up smart governance
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Control governance before day one
Who can create
Create site (SharePoint)
Create team (Teams)
Create shared library
(OneDrive)
Create group (Outlook)
Naming conventions
Prefix-suffix naming policies, fixed strings or user attributes
Custom blocked words
Configure guest access
Manage who can add guest users
Turn sharing option on or off
Turn on or off guest access to group files and
OneNote
Configureexternal sharing for SharePoint
Configure expiry
Set expiration duration
Choose which Groups policy will apply to
Set policies
Retention
eDiscovery
Data Loss Prevention
Use of templates
Teams templates
SharePoint site designs
Themes
Monitoring
Teams Admin Center
SharePoint Admin Center
Office 365 admin center
Office 365 adoption content
pack
Groups report
Success Factor #2
Plan for Security & Compliance
Security and compliance in Teams
Manage information governance Retention policies
Discover and respond eDiscovery
Audit log
Manage information protectionData loss prevention
Sensitivity labels
Managinginternal riskInformation barriers
Supervision
Regulatory complianceSupport for over 42 national, regional, and industry-specific
regulations includingISO 27018
SOC 1 and 2
HIPAA/HITECH
GDPR
GLBA
FedRAMP
What’s new?
Information barriers
for SPO files in Teams
Safe
linkse-Discovery support
for threaded conversation
Audit log support
for messaging events
1 day
retention policies
Sensitivity labels
for Teams (Preview)
Success Factor #3
Don’t underestimate the “people-side” of change
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Phased approach reduces complexity and manages issues around scope and scale. Enhancements based on customer implementations and feedback.
Scale
Adoption Frameworkby Phase
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Define business engagement model and staff to deliver key, measurable quick wins
Become a service organization to business leaders
Prioritize Business Engagement
Communication SchedulingAccess to industry appsAccess to documents
Use the Teams mobile app
Teams Adoption Hub –https://aka.ms/TeamsAdoption
Sounds great. What’s the plan?
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Can we simply turn on and deploy Teams?You can, but you shouldn’t
Resistance to change is normal and expected
Teams is one of many options out there
“Deploy it and they will come” rarely works
Communicate early…and often. Focus on the value of Teams to the user and allow time to adapt.
Explicit use cases and usage scenarios5
Peer champions program6
Users are grounded in Teams first7
Defined operational plan8
Sponsorship coalition1
Optimized technical environment2
Focused user adoption strategy (in parallel with technical readiness)
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Clearly defined user value/benefit4
Strategic planning can lead to successCommon attributes of our most successful customers
We can do it ourselves.
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Onboarding MS Teams
Prepare your environment: • Check your environment's readiness for Teams
• Prepare your organization's network for Teams
• Learn about the benefits of installing the desktop, web, and mobile clients
Learn how to use Microsoft TeamsThe people who will be supporting theproduct should be ready to use MicrosoftTeams themselves
Assign the right admin rolesYou can designate administrators who need different levels of access for managing Microsoft Teams:
• Teams Service Administrator
• Teams Communications Administrator
• Teams Communications Support Engineer
• Teams Communications Support Specialist
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Advisor for Teams (preview)
Plan a successful Teams deployment for your organization. Advisor for Teams provides recommended plans and a
collaboration space for the deployment team to streamline the roll out of all the Teams workloads, including messaging,
meetings and calling workloads.
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Customers can select what workload they
want to rollout and who they’re rolling it
out with
A tenant readiness assessment is provided
based on common friction points that
FastTrack has helped customers solve
Team is created with the project team and
populated with success resources to get
started fast
Actually, we coulduse a little help.
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Catapult is a FastTrack Ready Partner for Microsoft 365
Okay, we could use a LOT of help!
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Fuse TeamworkProgram Steps
1 2 Adoption & Education
4 Voice & Custom Solutions
Identify Starting Point
3 Governance & Security
Monthly Services
Project Needs
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The Journey
Teamwork Assessment
Post Assessment Services & Consulting
Continuous Onboarding of Identified Business Scenarios
Calling & Meetings Onboarding, Custom Solutions Onboarding
Admin & User Support – Broad O365 Support Services – Valo Teamwork – Analytics
Continuous Adoption, Change Management, Measurement, and Content Migration Services
Business Decision Maker Workshop
Identify Business Pain Scenario & Solutions
Governance, Security, Adoption,
Voice, & Custom Solutions
Education, Demos, Business Examples, & Success Roadmap
4 – 6 Weeks
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Fuse TeamworkAssessment
Plan
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Design
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Define
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Complete
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Services & Projects
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Start
Assessment
End
Assessment
Start
Onboarding
Client Commitment Summary
4 Hours
•Executive Sponsor
•Teamwork Project Sponsor
•Project Manager
•Collaboration Lead
•Key Stakeholders
4 hours
•Executive Sponsor
•Teamwork Project Sponsor
•Project Manager
•Change Mgmt. Lead
•IT Liaison
•Key Stakeholders for Use Case Scenarios
•Adoption Leads for Use Case Scenarios
4 hours
•Executive Sponsor
•Teamwork Project Sponsor
•Project Manager
•Key Stakeholders for Use Case Scenarios
4 - 6 hours
•IT Security Executive Sponsor
•Project Manager
•IT Liaison
8 – 12 hours
•Teamwork Project Sponsor
•Project Manager
•IT Sponsor/Stakeholder
•IT Governance Stakeholder
•Key Stakeholders for Use Case Scenarios
8 hours
•Executive Sponsor
•Teamwork Project Sponsor
•Project Manager
•IT Executive Sponsor
•IT Voice Communication Liaison
•IT Collaboration Technology Liaison
•Productivity & Collaboration Stakeholders
4 – 6 hours
•Executive Sponsor
•Teawork Executive Sponsor
•Project Manager
•IT Executive Sponsor
•IT Applications Liaison
•Productivity & Collaboration Stakeholders
•Systems Integration Stakeholders
Business
Decision Maker
Adoption &
Change Mgmt.
O365 Overview
& Collaboration
O365
Security
IT
Governance
Calling
& Meetings
Custom
Solutions
Time Commitment: 1 – 2 hours
Who: Workshop Team Members critical to execution success
Workshop
Success Plan Presentations
Time
Who
Executive Presentation
Time Commitment: 2 hours
Who: Executive Sponsor, Teamwork Project Sponsor, Project Manager, IT Executive Sponsor & Stakeholders,
Productivity & Collaboration Stakeholders, Identified Use Case Scenario Stakeholders
Key points to remember
Grounding users in Teams today can help accelerate teamwork transformation in your org
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• Option 1 - DIY with help from online resources
• Option 2 - DIY with remote guidance from the Catapult FastTrack team
• Option 3 - Get hands-on, expert assistance from Catapult with our Fuse Teamwork service offering
• ASK if you qualify for a Microsoft-funded Teamwork Assessment
How you can achieve business outcomes withTeams in 90 Days
Questions?
Thank you.