Answering common questions with Office 365 Part 3

This is the third article in a series of typical customers questions around Office 365. These questions were part of presentation I did with two other resellers at the Australian Microsoft Partner Conference in 2016. You’ll find the first part of the series here:

Answering common questions with Office 365 Part 1

Answering common questions with Office 365 Part 2

The question for this article is:

My team has to manage a lot of documents for a lot of clients and we have trouble working effectively with this information when you also combine it with data from email and other sources. How can Office 365 be used to allow my business to be more effective with the information we are producing?

There are so many ways that this question can be answered with Office 365. Consider the following as simply an overview of what is possible.

The most important thing to appreciate about Office 365 is that all the information you put in there is searchable. The results from any search are ‘security trimmed’. That means you only see results that you have access to view.

For most users Delve provides a single pane of glass across nearly all of your Office 365 services.

How can I find people and information in Office Delve?

I have written articles about the importance of Delve but this one probably sums up things best:

Delve should be the centre of your Office 365 universe

Delve is available across all Office 365 suites and if you haven’t as yet looked at it then start here:

Introducing Office Delve

Powered by Officegraph

What is Office Delve?

How does Office Delve know what is relevant to me?

Also importantly, you can get Delve on your mobile devices:

Introducing Office Delve Mobile Apps

as well as you Windows 10 desktop:

Delve on Windows 10 app

Most Office 365 users also get a personal location called OneDrive for Business in which they can store all their documents.

What is OneDrive for Business?

They will get around 1TB of space into which they can store and share their personal files. This means they can move information stored on their local desktop, PC, USB drives, etc into a secure location that only they have access to and that they can share from with others, inside and outside the organisation if they want. It is important to note that OneDrive for Business is not designed as a file server replacement, it is designed for personal use. SharePoint Team Sites and Office 365 Groups are more the locations for information that needs to be shared with a teams of people.

There are many other products that do personal file sharing but here’s an overview of why OneDrive for Business is a superior technology.

Why OneDrive for Business

Given that Office 365 is much more than just emails and file storage I’d recommend you review my article:

Where to put data in Office 365?

to give you a better idea of what all the options are.

Now I mentioned Office 365 Groups as another location in which you can save your information. Office 365 Groups is great if you simply need an email distribution and single place to store common files. For a better idea of what Office 365 Groups are all about have a look at:

Office 365 groups: A quick tour of new user and admin experiences

If you then needs to add tasks to your collaboration you should have a look at Office 365 Planner:

Get started quickly with Microsoft Planner

However, if your needs exceed the functionality of both Office 365 Groups and Planner then it is time to consider SharePoint Team Sites for a fully blown ‘intranet’ style experience.

What is SharePoint

Getting started with SharePoint

Remember, that everything you put into a SharePoint Team Site is searchable, including the text inside documents. Team Sites allow you to create a hierarchical structure much like a file server but add in collaboration features like calendars, wikis, lists, etc.

You can get more functionality by using ‘metadata’ to tag your information to make it easier for your users to filter and sort.

Create managed metadata column

Set up metadata navigation for a list or library

The great thing is that you can customise your metadata to exactly suit your needs.

Another service available to Enterprise Office 365 Plans is a private video portal called Office 365 Video. In here you can place and share videos with your team. This is a great place for training resources as well as recordings from Skype for Business.

Meet Office 365 video

Manage your Office 365 video portal

You can also embed these videos directly into your SharePoint Team Site quickly and easily.

Another member of the Microsoft Cloud family is CRM. This allows you to manage contacts, sales, etc. but will soon also allow you to manage your financials thanks to the recently announced Dynamics 365.

Dynamics 365

Turning business process into business advantage for organizations everywhere

The big advantage these additional Microsoft Cloud products provide is the fact that access is governed by the same login users have for Office 365. This provides greater integration and management that few other services can match.

Another location that your team can collaborate together is in Yammer. Yammer provides an enterprise social network to share information publically which has so many benefits to the business. I’ve outlined many of these here:

The Business of Yammer

Don’t forget also that many Office 365 suites provide your users with the latest Office desktop software on their PC’s, Macs and mobile devices. They get at least 5 installation on each platform to ensure that everyone has the same version of the software. As an Office 365 subscriber you receive continuing free upgrades to this software automatically so you don’t need to worry whether everyone has the ‘latest’. They will.

Finally, Office 365 is also going to provide you the ability to automate your business process and information via a number of different tools such as:

Microsoft Flow

Microsoft Powerapps

SharePoint Workflows

In summary, Office 365 gives a lot of ways to manage and work more effectively with your information. It also provides you with the opportunity to improve the way you work today, become more effective and save time. It really is a single platform dedicated to better information management, accessed via a single login that is always constantly evolving and improving. In short, Office 365 is more than email and file storage, it is a full suite of productivity services to help your business better manage your information.

Watch out for the answers to more common questions with Office 365 coming soon.

September Webinar Resources

https://docs.com/d/embed/D25192779-1444-2944-8490-001568062022%7eMd4186d87-61d5-259a-4d26-00a8bd86cfff

Webinar for September complete. Thanks to all who registered and attended.

The slides are available at docs.com:

https://doc.co/YbswCu/qcihGm

If you are not a CIAOPS patron you want to view or download a full copy of the video from the session you can do so here:

http://ciaops-academy.teachable.com/p/september-2016-need-to-know

you can also now get access to all webinars via:

http://ciaops-academy.teachable.com/courses/need-to-know-webinars

for a nominal fee.

Details of the October webinar coming real soon!

CIAOPS Need to Know Webinar next week

The free CIAOPS September Need to Know webinar will be held next Thursday the 22nd of September 2016 at 11am Sydney time. You can register here:

https://attendee.gotowebinar.com/register/7120256258738097411

For September the focus will be on the business of benefits of Yammer. I’ll explain how Yammer works and show you how to get started using Yammer in a business as well as some tips and tricks to make it effective in your organisation no matter how big or small. You’ll also get some insight on how to administer Yammer if that is your role.

Attendees will see hands on demonstrations of Yammer and Office 365 as well as be able to ask any question of me during the open Q and A session. You’ll also get updates from Office 365 to help you understand what new with the product and how you can take advantage of it. Join me for this deep dive webinar and I promise, you’ll learn something you didn’t know about Office 365 that will save you time and money.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron (for only USD$10 per month) which you can do here:

https://www.patreon.com/ciaops

or purchase them individually at:

http://www.ciaopsacademy.com/

Previous webinars have included deep dives into OneDrive for Business and using Search effectively in Office 365.

Also feel free at any stage to email me directly atdirector@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session.

I look forward to seeing everyone on the webinar in September.

CIAOPS Need to Know Webinar–September 2016

We’re rolling now. The September Need to Know webinar will be held on Thursday the 22nd of September 2016 at 11am Sydney time. You can register here:

https://attendee.gotowebinar.com/register/7120256258738097411

For September I’m going to focus on the business of benefits of Yammer. I’ll explain how Yammer works and show you how to get started using Yammer as well as some tips and tricks to make it effective in your organisation no matter the size. You’ll also get some insight on how to administer Yammer if that is your role.

Attendees will see hands on demonstrations of Yammer and Office 365 as well as be able to ask any question during the open Q and A session. You’ll also get updates from Office 365 to help you understand what new with the product and how you can take advantage of it. Join me for this revealing webinar and I promise, you’ll learn something you didn’t know about Office 365 that will save you time and money.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron (for only USD$10 per month) which you can do here:

https://www.patreon.com/ciaops

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly at director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session.

I look forward to seeing everyone on the webinar in September.

Join the CIAOPS Webinar Yammer network

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On the back of my new monthly webinar, I’ve now also created a public Yammer network called CIAOPS Webinars which is open for anyone to join. Simply click here or search for the network within Yammer or let me (director@ciaops.com) know your Yammer identity (typically your email address) and I’ll add you.

The idea for the group is to share information about webinar topics and content in between when the webinars are actually held. It allows people to share information quickly and easily as well let me know any feedback or questions you have.

I look forwarded to seeing you inside the network.

Introduction to Yammer

Enterprise Yammer is part of every Office 365 plan that includes SharePoint and is also now enabled by default. Yammer Enterprise is a business social network that allows people in your company to easily share information in way that it makes contribution easy and search simple.

This video tutorial will take you through the basics of Yammer, show you the different versions as well cover how it integrates with Office 365.

Yammer is an important product that businesses with Office 365 should be taking full advantage of. This tutorial will provide you the information that you need to get up and running with Yammer in your organisation.

Where to put data in Office 365?

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Office 365 has lots of choice when it comes to storing corporate information and that confuses many people. The first place to start to avoid confusion is to understand exactly where information can be placed inside Office 365 and whether that information is available to all users or just an individual by default.

Hopefully the above diagram makes things a little bit easier to understand and here’s a breakdown of what it’s all about

The large box that contains everything is Office 365.

The first box in the top left is Exchange Online. This can contain a user’s personal mailbox (which is private), shared mailboxes (which are public) and public folders (which are public). Into the Exchange box you normally store emails shared between the three smaller boxes within.

The second box on the top row in the middle is SharePoint. This contains OneDrive for Business (which is private), Team Sites (which is public) and Video (which is public). Into the SharePoint box you normally store files shared between the three smaller boxes within.

The box in the top right of the first row is Yammer into which goes conversations (or discussions) that are public.

The box on the left in the bottom row is Office 365 Groups which are composed of a public shared mailbox and a public shared OneDrive for Business. Thus, any information that goes into the Office 365 Groups box will be public. Into the Groups box you normally store files and emails that should to be stored together because they relate to a single topic.

The box on the right in the bottom row is Office 365 Planner which is comprised of public Groups and public Tasks. Thus, any information that goes into Planner will be public. Into Planner you normally store files, emails and tasks that need to be stored together (i.e projects) because they relate to a single topic.

As you can see by the colour scheme, green is shared information amongst the business while red is private information unique to an individual user.

Of course you don’t need to use every storage location in Office 365 that is available to you immediately and your usage locations may also change over time. Best practice is to start with information in Exchange, then expand into Office 365 Groups, then Planner, then SharePoint and finally Yammer. The important thing to remember is that Office 365 gives you lots of choice of where to save your information, it is up to you to work out what makes the most sense for your business.

Hopefully, that makes a little easier to understand when it comes to determining where to put different types of information. Let me know what you think by leaving a comment or contacting me directly (director@ciaops.com).

In defence of the humble Like

I’ve seen a few discussions of late where questions have been raised about the relevance of social media ‘Likes’. Some feel that it isn’t necessary or relevant and conveys no value in the context it appears, especially when it comes to business social networks such as Yammer. Hopefully here, I can shed some light on why, in fact, social media ‘Likes” are a very important part of the business communications fabric going forward and how they should always be encouraged.

Social media represents a monumental shift in the way people communicate online. Initially email was the primary method, but that is being replaced rapidly by social media. Why? Email is typically one to one or maybe one to a few at most, while social media is about making information public so everyone can see it.

How does that make social media valuable, especially inside a business I hear you ask. Stop and think about all the emails you have received recently. I’ll pretty much bet that 90% of them don’t need to be private at all. I’ll also bet that at least one other person would receive value from the information in those emails if they were made public.

The simple problem with business emails is that they silo information. They lock away information that others may benefit from to do their job or complete their tasks. However, if that information is made public, others can find that information, then use and build on it. They can take such information and add further value to it with their own input and again share that publically. The more people who see the information the more value it has as per Metcalfe’s law.

So sharing rather than siloing has value, that is why social media networks are fundamentally important to businesses. The problem is that many people in management positions have little exposure or experience with social media and thus fail to comprehend its adoption within a business. They base their judgements of social media on what they see on public social networks like Facebook and wrongly equate this to exactly what they would see inside a business social network.

I would contend that most businesses are not using email correctly anyway. They are using ineffectively and inefficiently. Why? Because few people in a business have ever been trained on the effective use of email have they? Thus, without proper training, people use it in a way that makes sense to them NOT in a way that makes sense for the business. Look at how much time people actually spend managing their email rather than actually getting work done. Business social media is no different. If people aren’t given appropriate guidance and training on the correct method to use any business social media tools they will revert to using in a way that they know, i.e. just like they use their personal Facebook.

Hopefully, you’ll appreciate that by implementing effective guidance and training business enterprise networks can be a highly efficient methods of sharing knowledge within a business and allowing everyone to have access to that information to do a better job. However, where does this concept of ‘Likes’ add value?

Here’s an analogy for you. When I do a presentation to a room of people hopefully at the end I get some acknowledgment that the information I presented was valuable to those in attendance. How is that conveyed? Applause. The more applause and the louder it is the more valuable people have found the content. Such applause is a indication to those nearby of the value of what I presented. If they weren’t present, loud applause would indicate greater value and may prompt them to pay more attention to future topics or perhaps review a recording if it was available.

Thus, each person’s applause is an indication of their ‘Like” of the what they have seen. The more people that applaud, the more ‘Liked’ the information was. Attendees are still free to approach the speaker and thank them personally afterwards or ask for more information but it is not practical for everyone to do that is it? Thus, applauding is the socially acceptable way of showing appreciation.  One might argue that applause doesn’t have much value because it doesn’t convey very much or provide value, however if that was the case why do people still applaud performances today? Humans have been performing to crowds for years and the use of applause doesn’t show any signs of decline does it?

So, ‘Likes’ are an easy method of providing recognition of the information supplied. Remember, each person only gets to ‘Like’ something once. Thus, it is also like a vote. The more votes, the more value the information has. If you see something on social media that has lots of ‘Likes’ you are probably going to pause and review that item in curiosity aren’t you? That system of voting is then an unconscious method of rating information and bringing it to then attention of those who may not have seen it.

Here’s where ‘Likes’ become even more powerful. Lurking beneath all social networks are machine learning algorithms that attempt to determine the relevancy of all the information inside a network for each individual. When you look at your social network feed you are viewing what the algorithm believes is most important for you to see. The more ‘Liked’ information is the more of a signal it is to the algorithm that this information should be given priority in peoples feed. So not only are you making a judgement to view information when you see many ‘Likes’ so is the algorithm behind the social network which is attempting to prioritise relevant information for each user of the network.

This is one of the crucial points about embracing the value of social media. Those who haven’t grown up with it or embraced it struggle to understand why they see some stuff and not other stuff. They come from a world of email where each message came into their inbox and remained there for review. A social network relies on a algorithm to determine what is most relevant. It relies on signals, inputs and interactions with others inside that network to determine relevancy for each user. In essence it delivers a customised view of the information for each user. Truly productive people DON’T NEED to see everything, they just NEED to see what is most relevant. That is what a social network delivers.

To provide this customised view of the breadth of information inside a social network the algorithm relies heavily on signals and one of the most important signals is ‘Likes’. That is why you should be using them. You should be looking to help the algorithm and your network understand what is relevant by casting your vote (i.e. ‘Like’) for the material you see. You can certainly contribute more than mere applause to what you see by adding further to what is there, but in essence by applauding (i.e. ‘Liking’ ) it you are telling everyone in your network, including the algorithm, that to you this information has value. Your ‘Like’ helps add value to your social network. It is about the network as a collective benefiting, not just the individual.

In my experience there is a very clear delineation between those who understand social media and those who don’t. If the first thing you check when you get up is your emails, then unfortunately you don’t. Today’s modern information worker understand the value of social, understands the value of team, understands the benefits of sharing and thus goes to their social network first each and every day. They trust the network to help them get their job done. They trust the network will deliver the information they need. They understand the network is there to support them. They trust those inside the network and the algorithm to make relevancy decisions for them so they can get on with their jobs without the need to review everything.

Business social networks are tools they need to be used appropriately. If people are not given guidance with tools they will start using a screwdriver as a hammer ‘because it does the job’. Technology is no different. The secret to effective use is guidance and training. That will then unleash far more power than could have every been envisioned within an organisation. Thus, used correctly, the humble social media ‘Like’ has the ability to transform something obscure into something that truly has value, for the business and the individual. So please make sure you ‘Like’ this post!