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Tiffany Songvilay
@officeovereasy
How We Did IT
10 User Productivity Lessons from an Enterprise
What you’ll learn
• How to choose training topics
• How to get people to create content for you
• How to make search and social a success
User Productivity Lessons Learned
Agenda
2
The Enterprise
• 1 Contractor – 1 Manager – 1 Director
• “Don’t ask the users what they need”
• “Don’t talk to anyone”
• OCM and project teams do initial training
• No centralized IT Training department
• Service desk of employees and PC Helps
• One tips and tricks portal (.NET)
• Six “Central” links pages (.NET)
One passionate person can make a difference
Case Study
3
Example of a .NET Solution
Never customize fundamentals training
• Create an Asset library and a Links list
• Watch all the videos and rename them
• Show duration time – 2-4 minutes
• Don’t publish all the videos on Day 1
Level 100 content is always relevant
1. Buy a training video license
5
Ongoing on-demand training
• Learn a video editing software
• Quick Start videos for each revision
• Create a tip sheet template
• Use a graphic designer to brand your content
• Take suggestions and find resources
Keep a contact list of SME’s
2. Create Custom Content
6
Promote all business unit content
• Create a criteria for inclusion on the site
• Share your template
• Link to existing content – don’t duplicate!
• Capture owner for corrections or updates
• Do make it too big
This is not a place to put all IT training
3. Publish on a Central Site
7
OOTB usage statistics may not be enough
• Report on IT vs. non-IT visitors
• Track new and returning visitors
• Capture referring link
• Track by city (global reach)
• Compare statistics month over month
• Watch list of people who sign up for alerts
• Track views on each list item
• Delete videos that aren’t being watched
Set up tracking prior to marketing the site
4. Track Hot Topics
8
Have content ready for launch
• Pay attention to project timelines
• Promote what’s new
• Look for integration between technologies
• Solve problems – ex., working remotely
You are not a content resource for projects
5. Align with OCM Teams
9
When good information is formatted badly
• Review everything that is submitted
• Don’t publish everything that is submitted
• Search before you create anything new
• Experts will show you – write it down!
• Add context – why do I need to know this?
• Reduce lengthy content down to one page
Stay focused on tips and tricks
6. Modify existing content
10
Power User Group Meetings are so Passé
• Write a Business Value Plan
• Reach out to existing social groups
• Keep a list of contacts as a site reference
• Ask the experts how to market the site
• Penetrate multiple locations and functions
• Create deliverables and be accountable
• Follow-up on ideas you didn’t implement
Training is worthless if no one knows it exists
7. Meet with your Champions
11
Or forgiveness for that matter
• This a customer service from IT leadership
• Site visitors are your customers
• Justify money spent using metrics
• User feedback does not create an obligation
• Use your passion and experience as a guide
Upper management is not your audience
8. Stop Getting Permission
12
Ratings and likes might actually hurt you
• No one wants to look stupid
• Only use voting/rating if My Sites enabled
• Comments are okay if monitored (not OOTB)
• Feedback email link on all pages
• Create an Exchange Resource account
• Create a Lync 2013 persistent chat room
• Create and administer a Yammer group
Think small when doing social
9. People aren’t THAT social
13
SharePoint versus .NET
• Create an index of .NET content to use as the
Enterprise Search content source
• Require Title and description for each item
• Teach people to search (lunch and learns)
Training is worthless if people can’t find it
10. List items in Search Results
14
What we learned
• How to choose training topics
• Don’t reinvent fundamentals training
• Solve problems – mobility, meetings, multiple editors
• Quick Start videos for launch and revs
• People have already created content for you
• Find it, reformat it, promote it
• Use Yammer and Lync 2013 for social
• Prioritize Search results and tracking
Questions or Comments?
Conclusion
15
Slide deck available at
http://www.sharepointtechfest.com/houston/
• Office 365 Customer Success Center
• Office 365 Adoption Resources
• Office End User Training Resources
• Office End User Training Videos
• Office Apps - Getting Started
• Microsoft IT WorkSmart Guides
• Online help
• Channel 9 - SharePoint Conference 2014
• User Adoption Strategies Webinar
• Join the Office 365 Technical Network and
Driving Adoption Yammer Groups
Resources
16

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User Productivity Lessons Learned

  • 1. Tiffany Songvilay @officeovereasy How We Did IT 10 User Productivity Lessons from an Enterprise
  • 2. What you’ll learn • How to choose training topics • How to get people to create content for you • How to make search and social a success User Productivity Lessons Learned Agenda 2
  • 3. The Enterprise • 1 Contractor – 1 Manager – 1 Director • “Don’t ask the users what they need” • “Don’t talk to anyone” • OCM and project teams do initial training • No centralized IT Training department • Service desk of employees and PC Helps • One tips and tricks portal (.NET) • Six “Central” links pages (.NET) One passionate person can make a difference Case Study 3
  • 4. Example of a .NET Solution
  • 5. Never customize fundamentals training • Create an Asset library and a Links list • Watch all the videos and rename them • Show duration time – 2-4 minutes • Don’t publish all the videos on Day 1 Level 100 content is always relevant 1. Buy a training video license 5
  • 6. Ongoing on-demand training • Learn a video editing software • Quick Start videos for each revision • Create a tip sheet template • Use a graphic designer to brand your content • Take suggestions and find resources Keep a contact list of SME’s 2. Create Custom Content 6
  • 7. Promote all business unit content • Create a criteria for inclusion on the site • Share your template • Link to existing content – don’t duplicate! • Capture owner for corrections or updates • Do make it too big This is not a place to put all IT training 3. Publish on a Central Site 7
  • 8. OOTB usage statistics may not be enough • Report on IT vs. non-IT visitors • Track new and returning visitors • Capture referring link • Track by city (global reach) • Compare statistics month over month • Watch list of people who sign up for alerts • Track views on each list item • Delete videos that aren’t being watched Set up tracking prior to marketing the site 4. Track Hot Topics 8
  • 9. Have content ready for launch • Pay attention to project timelines • Promote what’s new • Look for integration between technologies • Solve problems – ex., working remotely You are not a content resource for projects 5. Align with OCM Teams 9
  • 10. When good information is formatted badly • Review everything that is submitted • Don’t publish everything that is submitted • Search before you create anything new • Experts will show you – write it down! • Add context – why do I need to know this? • Reduce lengthy content down to one page Stay focused on tips and tricks 6. Modify existing content 10
  • 11. Power User Group Meetings are so Passé • Write a Business Value Plan • Reach out to existing social groups • Keep a list of contacts as a site reference • Ask the experts how to market the site • Penetrate multiple locations and functions • Create deliverables and be accountable • Follow-up on ideas you didn’t implement Training is worthless if no one knows it exists 7. Meet with your Champions 11
  • 12. Or forgiveness for that matter • This a customer service from IT leadership • Site visitors are your customers • Justify money spent using metrics • User feedback does not create an obligation • Use your passion and experience as a guide Upper management is not your audience 8. Stop Getting Permission 12
  • 13. Ratings and likes might actually hurt you • No one wants to look stupid • Only use voting/rating if My Sites enabled • Comments are okay if monitored (not OOTB) • Feedback email link on all pages • Create an Exchange Resource account • Create a Lync 2013 persistent chat room • Create and administer a Yammer group Think small when doing social 9. People aren’t THAT social 13
  • 14. SharePoint versus .NET • Create an index of .NET content to use as the Enterprise Search content source • Require Title and description for each item • Teach people to search (lunch and learns) Training is worthless if people can’t find it 10. List items in Search Results 14
  • 15. What we learned • How to choose training topics • Don’t reinvent fundamentals training • Solve problems – mobility, meetings, multiple editors • Quick Start videos for launch and revs • People have already created content for you • Find it, reformat it, promote it • Use Yammer and Lync 2013 for social • Prioritize Search results and tracking Questions or Comments? Conclusion 15
  • 16. Slide deck available at http://www.sharepointtechfest.com/houston/ • Office 365 Customer Success Center • Office 365 Adoption Resources • Office End User Training Resources • Office End User Training Videos • Office Apps - Getting Started • Microsoft IT WorkSmart Guides • Online help • Channel 9 - SharePoint Conference 2014 • User Adoption Strategies Webinar • Join the Office 365 Technical Network and Driving Adoption Yammer Groups Resources 16