ECS19 - Liz Sundet - Real World Use Cases for Microsoft Teams
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This document provides examples of how Microsoft Teams can be used for different business scenarios. It outlines five use cases: 1) Chat with groups of people from other countries, 2) Plan an event, 3) Manage projects, 4) Connect with partners, and 5) Facilitate communication between an executive and assistant. For each use case, it lists specific things that can be done in Teams like setting up teams and channels, sharing files, scheduling meetings, and using apps. The document aims to demonstrate how Teams enables collaboration across organizations.
ECS19 - Liz Sundet - Real World Use Cases for Microsoft Teams
- 3. ♡ ♡
- 4. Liz Sundet Microsoft Premier Field Engineer Adjunct Professor-RCTC Twitter: @percusn Email: liz@lizsundet.com
- 8. The First 10 things to do in Teams 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. https://aka.ms/TeamsUserQuickStart
- 9. Finance • Prepare earnings release with cross- functional stakeholders • Streamline data consolidation and analysis • Store budgeting documentation and files • Share economic trends and news Human Resources • Drive alignment on job descriptions and streamline interview processes • Plan and prepare new employee onboarding • Engage distributed employees in training • Share department resources and documentation Marketing • Coordinate campaigns and event tasks • Share the latest content drafts for feedback • Get automated reports from analytics tools • Prepare marketing launch across multiple stakeholders Sales • Get quick answers from PMs and Sales Ops • Share key customer wins • Get lead notifications and deal mentions • Share latest company, product and competitor news Operations & Project Management • Streamline project communication and tools • Provide status updates, get feedback, coordinate tasks Get guidance on these and other scenarios in the FastTrack Productivity Library
- 10. 1. Chat with Groups of People from other countries
- 11. Use Case #1 As a member of a team, I want to create a meeting space to be able to work with others and collaborate for ideas and solutions!
- 13. Things to do 1 Set up a Team and invite members in the group 2 Decide on a meeting time 3 Set up the meeting 4 Forget to invite people or have a guest, no problem, send them a link to the meeting and they can join via anonymous 5 Share presentations, meeting notes, have fun 6 Record call for later if needed
- 14. 2. Plan an event
- 15. Use Case #2 As an organizer of an event, I want to be able to invite other organizers to be able to plan a successful event.
- 17. Things to do Set up a Team for the event Invite the other organizers Set up channels for the main items: speakers, facilities, food, sponsors, theme, gifts Use files for contracts, budgets, artwork Use planner, trello or Kanbo in order to organize tasks into buckets, make assignments @mention people when using persistent chat to make sure they are notified and can respond quickly
- 18. 3. Projects
- 19. Use Case #3 As a Project Manager, I want to have a space to set up tasks for the team and work productively and have everyone know what each other is working on.
- 20. Projects
- 21. Things to do Create Create a team for each project, and then add stakeholders from across the company Add Add channels, such as Planning, Budget, Analytics, Reviews and Feedback. Upload Upload project documents to the channel, such as budgets, schedules, infor mation sources, and guidelines. Pin Pin relevant apps used by your team within each channel, such as Planner, Trello, Smartsheet and PowerBI. Set up Set up connectors, such as bots for process automation. Schedule Schedule and hold recurring or impromptu meetings with key stakeholders from within Teams.
- 22. 4. Partners
- 23. Use Case #4 As a Partner Manager, I want to be able to connect with my partners and make sure they have all available resources to help sell products and services.
- 24. Things to do Set up a Team for each PartnerSet up Set up channels for conversations, events, and campaignsSet up Use files for sales/marketing type of content to be shared and available with easeUse Use PowerBI graphics to show value add to partnersUse Schedule and hold meetings in Teams for individual updates or announcements and partner briefings Schedule and hold
- 26. Use Case #5 As an Administrative Assistant, I want to be able to have a continuous conversation with my executive in the work I do each day to make sure we are on the same page.
- 27. Things to do Set up team with Executive and Assistant Use persistent chat to communicate with each other at anywhere, anytime Share files, presentations or other materials that are needed Share OneNote notebook for meeting notes, memo’s
- 28. For Education: Classroom set up
- 31. How do you use Teams?
Editor's Notes
- #6: I’m Liz Sundet and I have worked on many SharePoint projects typically in a role as a business analyst. This has given me the ability to hear many questions that have been asked over the years as to how to get to some type of metrics, some type of KPI’s to know and understand how you are doing.
- #10: 1. Start with chat. Create a small group chat with colleagues you work with most closely, a great way to communicate in the moment. You can name and ‘favorite’ the chat for easy reference. 2. Connect from anywhere. Download the Microsoft Teams desktop and mobile apps to enable teamwork from anywhere. 3. Go big. Create larger teams with dedicated channels to specific topics, projects, disciplines—whatever you like. Better to have fewer, larger teams with more channels than many, small teams with few channels. 4. Customize channels. Upload files to the appropriate channel and pin frequently used files to make it easier for everyone to find. 5. Add apps to channels. Do more in one place by integrating favorite apps and services—such as Word, PowerPoint, Excel PowerBI, Planner, SurveyMonkey, HootSuite and more— with team chats and meetings. 6. Consolidate ‘need to know’ content. Use OneNote or the Wiki feature to spotlight important content—meeting follow ups, best practices, goals—separate from conversations. 7. Spotlight resources. Pin key websites used to track news, performance, live site monitoring or metric tracking so everyone can access this information right within Teams 8. Elevate email conversations. Forward email to a team channel to continue the discussion in a threaded chat conversation, with attachments automatically uploaded for easy team co-authoring. 9. Share content from other services. Set up connectors to push rich content into Microsoft Teams from services like Trello, GitHub, Bing News, or Twitter; and get notified of the team’s activity in that service. 10. Help foster active channels. Be personally active in channels and @team to highlight posts for the whole group
- #12: Talk track notes: Teams come in all shapes and sizes. Microsoft Teams is particularly well suited for teams where team members are highly engaged, iterating on shared deliverables. There are such scenarios across Sales, Marketing, HR, Finance, Engineering, Operations and Project Management and Customer Support.