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

15551234567

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)

3

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.

1

2

3

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

o

o

o

o

Design

o

o

o

o

Define

o

o

o

o

Complete

o

o

o

o

Services & Projects

o

o

o

o

o

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.