5 Simple ways to improve business productivity with SharePoint, OneDrive, and Microsoft Flow
0 likes117 views
The document outlines five strategies for improving business productivity using SharePoint, OneDrive, and Microsoft Flow. These include automating repetitive tasks, utilizing SharePoint effectively, streamlining review processes, integrating with third-party systems, and leveraging mobile capabilities. The author emphasizes the importance of reducing reliance on email for communication and document management to enhance efficiency.
5 Simple ways to improve business productivity with SharePoint, OneDrive, and Microsoft Flow
- 1. 5 Simple ways to improve business productivity With SharePoint, OneDrive,and MicrosoftFlow StephanieDonahue Microsoft MVP
- 2. Stephanie Donahue Owner, PAIT Group My Focus: Deployment Planning Information Architecture Governance User Adoption Running a business! http://www.stephkdonahue.com http://www.paitgroup.com/blog @StephKDonahue Owner, PAIT Group
- 4. © 2015 PAIT Group June 29, 2015
- 5. Discuss and demo ways to stop the email madness Discuss and demo ways to stop the document hoarding Find easier, faster, better ways to work!
- 6. We use email for: Communications (Announcements) Document storage (Contract Management) Approval workflows (Hey will you review this?) Historical reference (CYA) Task tracking (What do I need to get done today?) Polls – Where should we go for the holiday party? Surveys – Add an entry to this attached excel spreadsheet And on and on…..
- 7. Excuses: Communications (Didn’t see it) Document storage (No one else knows it exists) Approval workflows (We have three people out on vacation at once?!) Historical reference (My replacement can’t find it) Task tracking (Too many things to track, what are my priorities? ) Polls – I compiled 6 answers – am I missing any? Surveys – someone has to compile 15 excel spreadsheets
- 10. #1 – Automate repetitive tasks
- 11. The problem statement: • Benefits info comes in to a benefits admin with multiple attachments, every time there is a new client • The admin has to validate the documents and distribute accordingly for approval
- 12. The ‘Modern’ Email enabled library
- 13. Demo
- 15. • Similar template “Save email attachments to SharePoint library” if you don’t need the extra ‘review’ step • Flows can run from modern or classic views, but the flow button won’t show in the ribbon on classic • Email signatures with a graphic will also add that graphic to the library with your attachment • Browse the templates to help you get started
- 16. #2 – SharePoint LasVegas style (What goes to SharePoint, stays in SharePoint)
- 17. Demo
- 19. #3 – Automate and track reviews
- 20. Demo
- 22. • Flows can run from modern or classic views, but the flow button won’t show in the ribbon on classic • Make sure you’ve closed your document before you send for review (good practice, but also it presents status update) • Browse the templates to help you if your approval process is more complex https://flow.microsoft.com/en-us/templates/
- 23. #4 – Integrate with third-party systems
- 24. Demo
- 26. #5 – Use Mobile Flow and Buttons
- 27. Mobile Flows
- 28. Demo
- 30. • The Flow app has to be installed on the mobile device (and logged in) to receive alerts • Demo to your users with Apowersoft
- 31. • Combine native SharePoint functionality with Flow to create easy business processes • Use your mobile app for notifications, tracking, AND building flows • Look for third party integrations to help with things like eSignature workflows
- 33. Follow #MicrosoftFlow on Twitter Follow me at @stephkdonahue
- 35. • Flow integration with Planner and Teams • Flow Button widgets for iOS and Android • Flow integration with OneDrive for Business (First Release only) • Coming Soon: Flow on Demand!