You can build your own scenarios using the Productivity Library available in FastTrack site. You can filter the scenarios by Roles, Industry and/or Products. To view a scenario, click on it.
Sample scenario …
Educate distributed sales representatives from anywhere. Provide a way for distributed sales staff to attend training workshops and access product documentation from anywhere and on any device.
Get started
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Easily schedule meetings accommodating multiple calendars
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Make large group training virtual
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Share training resources from a central location
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Build a digital employee handbook
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Engage in conversation with colleagues
Case studies
Telefonica calls on Office 365 and Yammer to power global workforce collaboration.
Typical Solutioning Process
Most organizations have a well-established process to convert business need into an application and iterate on it. You can extend the same for Office 365; the only major difference being that the target service should not be restricted to SharePoint Online. Put simply Office 365 != SharePoint Online.
A typical process is described below ...
Business problem: Digital Transformation is leading to higher Customer expectations of knowledge from Salespersons.
Stage 1: Understand the problem. Lead: Business Analyst.
Today’s Customer:
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Have access to detailed product information and expects specific solutions from sellers
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More likely to trust a seller who shows expertise about their company
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More likely to trust a seller that shares insights about the industry
Sales Challenge:
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Provide sellers with critical info and insights be more productive
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Accelerate skill development and reduce readiness time to deliver deeper knowledge faster product change
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Traveling sellers need social connections for peer engagement, collaboration, and feedback
Seller Readiness demands:
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Product capabilities/technology (changing ever faster)
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Value prop, positioning, and customer targeting
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Offers, promotions and pricing (more & complex)
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Industry/solution expertise (and partners/suppliers)
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Competitor offerings, positioning, and differentiation
Stage 2: How Office 365 will be leveraged. Lead: Enterprise Architect.
Service
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Capabilities and Usage
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OneDrive for Business
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Personal storage (5TB per user) for work documents. 2-way offline sync
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Content related to customer engagements, events, analyst reports, projects worked on …
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Sharing (edit/view) content, folder with other Org users and Office 365 Groups
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Learning content related to work, interests, courses, conferences, seminars etc..
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Office 365 Groups
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Eases Team collaboration. Share emails, calendar, notebook, files, tasks, BI
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Use for Presales engagements, Bid Teams, Customer events, Focus Groups
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Share (edit/view) content with other Org users and Office 365 Groups
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Self-service. Provision / de-provision groups and add/remove members as per business need
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SharePoint Online
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Curated content - managed by Sales Excellence team. High value & High confidence.
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Information on all Industries, Services and Products served/sold by the Org
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Capabilities, technology, value prop, positioning, case studies and customer targeting info
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Offers and, promotions. Competitor offerings, positioning, and differentiation
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Document Templates. Presentations, RFP Responses, Case study and related content
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Guided learning, recommended content and search-driven community content
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Proposals, RFP Responses, Reference architectures. Metadata driven navigation and, search.
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Skype Meeting Broadcast
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Live Video streaming sessions for Sales, Marketing and Leadership teams
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Monthly/Quarterly updates, major announcements, sessions by internal SMEs and external experts
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All broadcasts recorded and made available on Office 365 Videos
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Office 365 Videos
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On-Demand Video streaming to drive readiness and improve customer conversation quality
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Complement the curated content – case studies, compete, leadership updates
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Ease transition to Sales roles
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Created using Skype Meeting Broadcast, Skype meetings or mobiles or, procured
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Yammer
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Enables work like a network. Follow more people, groups and topics. Know more, know early.
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Connects Sales, Marketing and Leadership teams with other teams in the Org
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Engage users around ideas, feedback, updates, queries. Accelerate new hire on-boarding
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Azure RMS
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Enables protection of financially or strategically sensitive content – emails, documents
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Office
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Enables work from anywhere and using any device. Great presentations using mobile devices
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PCs: Office 365 ProPlus. Macs: Office 2016 for Mac. Mobile apps for iOS, Android
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All services except SharePoint Online can go-live at this stage.
Stage 3: Start planning for SharePoint Online. Lead: SharePoint Online Architect.
Multiple Site Collections
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3 Site collections. One each for curated content, community content and, Records.
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Each can independently scale up to 1TB in size
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Allows more flexibility in features, branding and, roles & permissions.
Main Site Collection
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Core experience: Homepage and Landing pages with its static and dynamic content
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All curated content managed by Sales Excellence. No workflows or ratings. Content managers publishing content
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Open to all employees with read-only permission
Secondary Site Collection
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Community driven content with workflows, ratings and retention policies
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Open to all employees for contribution
Record Center
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Long term archival of all content. Hierarchical file plan as per the Records manager
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Access only to ~0.1 % employees
Related content in other services
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Office 365 Videos: hosts all Video content needed across multiple Channels
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Yammer: Groups to engage Sales excellence with Sales, Marketing, Practice, Leadership and others
Stage 4: Start SharePoint Online development. Lead: Developer
Component
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Purpose
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Homepage
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Highlighted Content – new product, offering, promotion, case study or, leadership video
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Latest news, announcements, upcoming events, learning sessions …
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Landing pages
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Individual homepage for each Industry, Service and Product.
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Standardised Page layout to ensure consistent look & feel across.
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Top: Title, description, introductory video, top 5 content, Yammer groups to join.
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Middle: Role based recommended content for each Sales stage.
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Bottom: Community content. Search-driven content based on metadata values
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Repositories
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Page libraries to store / manage the web page content – homepage, landing pages
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Document libraries to store and manage documents
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IRM Integrated Document libraries to store and manage sensitive content
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Content Types
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Manage multiple artefacts required – sales presentation, case study etc.
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Multiple columns attached to each type to capture relevant metadata. Mandatory or Optional
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Rating column to capture user feedback in form of ratings
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Information Policies attached to manage document lifecycle – deletion, archival …
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Taxonomy Term Store
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Enables uniformity in the way users tag content, search for it and also refine the search results
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Manage taxonomies by managing term sets and the terms
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Managed metadata column in Content Types to enable users to select terms from a specific term set
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Global term sets: Verticals, Services, Products, Countries, Confidentiality, …
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Content Organizer
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Upload all docs to a Drop-Off Library.
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Route documents to different libraries or folders which can be in a different sites
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Rules can be based on a combination of content types and metadata
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Retention Policies
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Schedule how content is disposed by specifying a sequence of retention stages.
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Actions: Move to Recycle Bin, Permanently Delete, Transfer to another location, Start a Workflow
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Helps in clean-up too: Delete previous drafts, Delete all previous versions
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Ensures freshness of Sales repository. Moves old content to Records Center
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Records Center
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Site to submit and find important documents that needs long term archival
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Submitted records are automatically placed in the correct library and folder based upon properties
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Curated and Community content would end up here using retention policies
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Content Search Web Part (CSWP)
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Content Search web part issues a query and displays the search results
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To control how content is displayed in a CSWP, customize display templates.
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Use: Search-driven content on the landing pages, popular items or, recently changed items
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