Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Align Value & Key Points from Training
1. www.isostech.com
Phoenix • Las Vegas • Salt Lake City • Denver • Jacksonville • Houston • Columbus •
Indianapolis • Los Angeles • Berkeley • San Diego • Tampa • Atlanta • Washington DC
The Value of Align
& Key Points from Training
3. Isos Technology is a consulting firm
that helps teams collaborate,
communicate and work more
efficiently. We're passionate about
using emergent technologies to solve
real-world business problems.
4.
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7. Main Value Drivers
Enhance
your ability
to deliver
1
Contain
Cost
[$]
2
Better
Customer
Satisfaction
3
Mission
Impact &
User Value
4
8. Enhance your ability to deliver
● Drive Strategic Alignment
● Understand why
● Learn faster with real-time visibility
● Enable OKRs to drive performance
● Invest to gain market share
● Build trust between biz and tech
● Improve concept to cash cycle
● Foster more innovation
Drive Strategic Alignment
Enable OKRs to drive performance
9. Strategic Snapshot -
Strategy Room
Strategy Tree
Criteria Jira Align Tool
Define Strategic Plan
Enable Visibility
of Progress
Re-prioritize
Objectives & Shift
Direction
Drive Strategic Alignment
Align’s Facilitation of Strategic Growth
LIVE DEMO
Couple Themes with
Long-Term Goals
10. Enable OKRs to Drive Performance
Visibility of Objectives
LIVE DEMO
Objectives
Progress By Objective
Iteration Coaching
Criteria Jira Align Tool
Define Objectives &
Key Results
OKR Visibility & Goals
Rolled up progress
12. Avoid Unnecessary Risk
ROAM the Risk Minefield
LIVE DEMO
Risks
ROAM Report
Escalations
Criteria Jira Align Tool
Define & Weigh Risks
Collaborate on Risks
Escalate to
Program/Portfolio
Level
13. Reduce Manual Reporting Effort
& Consolidate Tools
Over 150
out-of-the-box
reports all in ONE
PLACE
Live scaled Jira data
from Jira Connector
Criteria Jira Align Tool
Aggregate data with
reporting capabilities
Sync live data with
reports
Find one amazing
tool with all the
reports you need & at
an enterprise scale
{
Business
Intelligence
Solution for
multi-datasource
visualizations
(T-REX)
BONUS
14. Better Customer Satisfaction
● Deliver real-time customer briefings
● Share real-time impact analysis and projections
● Deliver better quality
● Achieve shorter cycle times
● Improve response time
● Create empowered team members
● Make all work visible
● Drive better outcomes
Deliver better quality
Make all work visible
15. Iteration Health
Report
Acceptance Criteria
Testing Room
Deliver Better Quality
Are Your Sprints Healthy?
Criteria Jira Align Tool
LIVE DEMO
Reduce defects & hit
acceptance criteria
Track all quality
metrics
Define & track test
cases
16. Make All Work Visible
Cross-Team Collaboration
LIVE DEMO
Program Board
Initiative Balancing
Criteria Jira Align Tool
Have a home to
aggregate work items
Roll-up work items to
Enterprise level
17. Mission Impact & User Value
● Improve revenue measurement
● Make investment decisions faster
● Build the right stuff
● Align business to investment capacity
● Manage/Crush dependencies to deliver more
● Improve business agility
● Optimize capitalization
● Identify & Remove bottlenecks
Build the right stuff
Manage/Crush dependencies to deliver more
18. Build the Right Stuff
Where is the Customer Value?
LIVE DEMO
Product Vision
Personas
Initiative Value
Engineering
Criteria Jira Align Tool
Align investment
design to needs of
customer
Create customer
personas
Invest time in value
engineering
19. Manage Dependencies to Deliver More
Who Depends on Whom?
LIVE DEMO
Dependencies
Dependency Map
Dependency Matrix
Criteria Jira Align Tool
Define dependencies
across the
organization
Have strong
visualizations of
dependencies
Reduce
dependencies
23. Your Jira Instance Checklist
❏ Are you on a standard sprint cadence?
❏ Do your boards reflect this?
❏ Do you have floating future ‘bucket’ sprints
that aren’t real sprints?
❏ Do all teams own their own board?
❏ Do all issues have a parent epic?
❏ Do you have a 1-1-1 board-sprint-project
ratio?