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Case Study: LifeSource’s New Pulse Using Yammer for
Communication and Collaboration
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Thank you #SPSTC sponsors!
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Trevor HuinkerIT Pro Consultant
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Rebecca OusleyPublic Relations Manager
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• Challenges and issues faced with the previous portal
• Alignment of business needs to new solution
• Design, vision and plan for using Yammer alongside SharePoint Online
• Training, deployment, governance and user adoption
• Q & A
Agenda
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Building a community of donation
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About LifeSource
• Add photo
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Previous Solution
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Business Need
• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)
• (Employee) Survey Says…
– Need for more lateral communication, not just top down
– More communication sooner, with more information
– Geographically dispersed team-desire to maximize engagement
• Opportunity to transform our all team communication
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Avtex 360°
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Challenges and Issues Faced
• Outdated on-premises SharePoint 2007 environment
• Minimal adoption of two-way communication with previous eSource solution
• Large amount of data scattered across and beneath the SharePoint environment
• Overwhelming for team members to find content and information
• Team members did not feel comfortable interacting with leadership using the previous eSource solution
• Communication silos faced between departments and groups
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Social Constructivism
Sociological theory wherein groups construct knowledge for one another, collaboratively creating
a small culture of shared artifacts with shared meanings.
When one is immersed within a culture of this sort, one is learning all the time about how to be a part
of that culture on many levels.
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Enlightened Self-Interest
"The greater the loyalty of a group toward the group, the greater is the motivation among the
members to achieve the goals of the group, and the greater the probability that the group will achieve
its goals.“
Rensis Likert, American Educator
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Social Change
"Change is hard because people overestimate the value of what they have—and underestimate the value of what they may gain by giving that up.“
James Belasco and Ralph Stayer, Flight of the Buffalo
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Communication Engagement
Past Present Future
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Alignment & Options Available
• SharePoint
– Announcements
– Article Pages
– Blogs
– Discussion Boards
– Newsfeed
• Yammer
– All Company Feed
– Groups
– Topics
– Private Messages
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The Solution
• New Intranet “eSource” that merges the Content Management System strengths of SharePoint Online with the social computing power of Yammer into a seamless portal that enables workers to obtain organizational information and collaborate with others
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eSource Homepage
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Department Site
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Yammer Homepage
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Yammer Group Page
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Yammer Topic Page
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Avtex Project Process
Envisioning Design Build Deploy Accept
Milestones:Project Kick-offDetailed Requirements
Deliverables:Planning Document for IW
Can be a separate phase, but often a part of the Design phase
Milestones:High Level Requirements
Deliverables:Scope of Work
Milestones:InstallationConfigurationDevelopmentTesting
Deliverables:Installation CompleteUser Acceptance Test Plan
Checkpoint!Project Team Testing
User Acceptance Testing
Milestones:TrainingCutover / First Day of Service
Deliverables:System/Application in Production
Milestones:System/Application AcceptanceTransition to Support
Deliverables:Quality Assurance ReviewProject Post MortemSupport Handbook
Status Meetings / Reports, Time Tracking / Reporting, Risk Assessment / Mitigation
Change Management, Scope Management
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Project Timeline
DeployAugust 15
BuildJuly 9
DesignApril 3
KickoffApril 2
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Success Criteria
• Why do we need to define them?
It is relatively easy to define and complete the project tasks in any technology project. The tasks may be completed successfully but sometimes the outcome isn’t what was “pictured”.
• What are the measurable success criteria for this project?
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Success Criteria
• Force a clean up of current environment
• Not losing anything
– Resources of what people use onsite
– Existing tools
• Intuitively easy to find things
• The feeling of control and source of truth of content
• Confidence in security of content
• Meet timeline dates
• Training on tools they are not familiar with (allow them to help solve problems on their own)
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Communication PlanTarget Communication When/Frequency Type/Method
Deliverable
Distribute Overall Project
Communication Plan
At Kick-Off Document delivered via
hardcopy or electronically.
Project Kickoff meeting At Project Start – 4/2/14 On Site
Status Reports Weekly Deliverable distributed via
email and/or posted on
Project Site
Team Meetings Recurring weekly Meetings- Lync Conference
Call
Executive Sponsor Meetings As needed –not a scheduled
occurrence.
Meeting
Project Acceptance Review At project completion Meeting – Onsite or Lync
Conference Call
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Design
• Agreement of Scope of Work
• Conducted Design sessions with key stakeholders to reaffirm previous Envisioning work
• Completed assessments of content and custom code in old environment
• Reviewed proposed Information Architecture and Migration Plan for UAT and Production
• Completed all documentation deliverables
• Reviewed plans for content archival and deletion
• Completed Content Migration worksheets
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Build
• Created Provisioning Scripts
• Implemented Branding Plan
• Created and configured SharePoint UAT environment
• Configured Yammer network
• Completed SharePoint UAT migration
• Tested and verified outcomes of SharePoint UAT migration
• Created Training curriculum and documentation
• Created and configured SharePoint Production environment
• Completed installation and configuration of ADFS
• Implemented Brainstorm QuickHelp Video Training App
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Yammer Configuration
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Yammer Configuration
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Yammer Embed
• All Company Feed<div id="embedded-feed" style="height:700px;"></div>
<script src="https://assets.yammer.com/assets/platform_embed.js"></script>
<script> yam.connect.embedFeed({
container: "#embedded-feed",
network: "life-source.org",
feedType: "group",
feedId: "all",
config: {
header: false}
});
</script>
• Group FeedfeedType: “group”feedId: “1234567”,
• Topic FeedfeedType: “topic”feedId: “1234567”,
• Add embed code to Script Editor Web Part
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Migration Worksheet
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Deploy
• Completed Super User Training
• Completed Site Owner Training
• Provided Kick-Off Presentation of new technologies at All Company Meeting
• Completed End User Training
• Completed Active Directory User Sync
• Go / No-Go Decision made
• Completed SharePoint Production migration
• Sent Go-Live/First Day of Service Announcement
• End Users provided with training & support by Super Users
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SharePoint Migration
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Notifications
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Governance
• Scope of Using Yammer (not the end all)
– Vs. email
– Vs. texting
– Vs. phone
– Vs. SharePoint
– Who owns Yammer?
– How is Yammer regulated?
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Training
• Super Users
– Hands-on computer lab based
– 8 hours – SharePoint Online and Yammer End User Training
• Site Owners
– Super User Training + Yammer Review PLUS
– 4 hours – SharePoint Online Site Administration Training
• End Users
– Kick-off of new technologies at All Company Meeting
– Trained by Super Users of each department
– Provided with SharePoint Online and Yammer User Guides
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Go-Live Outcomes
• How-to and when-to use the new platforms
• Difficult to understand how Newsfeeds work
• Basics of why people might not be fully utilizing
• Email overload of notifications – following people
• Technical issues with browsers and browser security
• Search is not integrated between SharePoint and Yammer
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User Adoption
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User Adoption
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Yammer Analytics
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Yammer Analytics
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Yammer Analytics
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Yammer Analytics
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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Yammer Analytics - PowerBI
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eSource and the Road Ahead
• Looking at using announcements in Yammer
• Fine tuning the length and frequency of posts
• Newsfeed function and getting some sort of “Control” of it
• Guidance and matrix of how to use our communication platforms
• Make more use of Yammer Embed feeds
• Make use of Yammer Share Button
• Continued eSource Super Users meetings
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Should I use Yammer or SharePoint?
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About LifeSource
• Add photo
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Questions???
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Resources
• Yammer Resource Center - bit.ly/YammerResourceCenter
• Yammer Success Program - bit.ly/YammerSuccessProgram
• Yammer Release Schedule - bit.ly/YammerReleaseSchedule
• Yammer Developer - bit.ly/YammerDeveloper
• Office 365 Resource Center - success.office.com/resources
• Office 365 Success Program - success.office.com
• Office 365 Roadmap - bit.ly/O365Roadmap
• LifeSource Case Study – bit.ly/LifeSourceCaseStudy
• Enterprise Social: Should I use Yammer? When should I use SharePoint? - http://www.rharbridge.com/?p=1630
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Don’t forget to complete the survey!!