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Integrated workflow
Streamlinebusinessprocesseswithintegratedappsandworkflows
DavidJ.Rosenthal
VP&GM,DigitalBusiness
March23,2020
Pressures of today’s workplace
66% of IT budgets are spent
maintaining legacy systems¹
Employees spend 61% of their time
on routine tasks2
It takes ~23 minutes to regain
productivity after an interruption³
IT departments expected to
do more
Organizations need to
be agile
Individuals struggle to stay
focused
¹ Eric Garton, Harvard Business Review, “Is Your Company Actually Set Up to Support Your Strategy?,” November 22, 2017
2 McKinsey Global Institute, “The social economy: Unlocking value and productivity through social technologies,” July 2012
³ UC Irvine study, “The Cost of Interrupted Work: More Speed and Stress,” June 2015
Microsoft Teams
is the hub for teamwork in
Microsoft 365
Chats & Collaboration
Meetings & Calling
Apps and workflows
Teams is a platform for your apps and workflows
Microsoft Teams
Productivity apps
Low-code dev and
automation
Support and
info
Processes and
custom apps
Departmental tools
Employee
resources
Processes and
workflow
Integrated apps, processes automation, and business intelligence
Low-code dev & automation: Teams + Power Platform
Power BI
Seamlessly connect and transform data into accessible visualizations, to
make decisions quickly and confidently
Power Apps
Easily create custom apps to modernize processes to meet your needs
with your data, enhancing efficiency and collaboration
Power Automate
Quickly automate intelligent, data-powered workflows, from simple tasks
to radical transformations, improving agility and productivity
EnhanceproductivityscenariosinOffice365
Automate collaboration tasks, and take actions
directly in chat
Discuss data effortlessly to enable data-driven
decisions
Create productivity tools, and put them where
your team works
Integrate with Office 365 and other productivity
apps
Havi customer video
Demo
Streamline business process with Microsoft Teams
Power Automate for reminders
Transform work with Microsoft Power Automate and
Azure Cognitive Services
PROCESS EXAMPLE:
Sales
Cycle
Team drafts
the bid
Seller submits
customer order
Create
sales opportunity
& model data
Submit
proposal for
approval
Meet/call
to close the deal
Team drafts the bid
Sellers submit customer order
Create sales opportunity
& model data
Submit proposal for approval
Meet/Call to close the deal
Team drafts the bid
Sellers submit customer order
Create sales opportunity
& model data
Submit proposal for approval
Meet/Call to close the deal
PROCESS EXAMPLE:
Sales
Cycle
Admins can manage and customize
their Teams + Power Platform experience
Manage apps available to your
organization (or individual users)
Highlight the tools that your
organization should use
Benefit from security and compliance
features of Microsoft 365*
* Requires a Microsoft 365 license or separate security licenses, features vary by license type
The Power Platform in Teams is protected by
Microsoft 365 security
Identity & Access
Management
Secure identities to
reach zero trust
Threat
Protection
Help stop
damaging attacks with
integrated and
automated security
Information
Protection
Protect sensitive
information
anywhere it lives
Security
Management
Strengthen
your security posture
with insights and
guidance
Holistic security across your digital landscape
* Requires a Microsoft 365 license or separate security licenses, features vary by license type
Enhance productivity scenarios
in Office 365
Automate collaboration tasks, and take actions directly in chat
Create productivity tools, and put them where your team works
Discuss data effortlessly to enable data-driven decisions
Integrate with Office 365 and other productivity apps
Overcome complex business
challenges
Use CDS for an out-of-the-box enterprise grade database
Connect custom tools with Dynamics and line-of-business apps
Embed Artificial Intelligence into custom tools and automation
Empower your organization to self-serve using custom bots
Unlock value everywhere with additional Power
Platform features
Advanced &
customer
connectors
Common Data
Service
Power App Portals
AI Builder
Connect to Azure database or partner data sources using pre-built connectors
Easily create your own custom connectors to a range of sources
Seamlessly utilize data in a fully-managed, enterprise-grade datastore
Control access and speed development with business logic and security built-in
Grant external users access to apps anonymously or via authentication
Manage content access and security using intuitive interface and guidance
Leverage AI in your apps and workflows with intuitive, step-by-step experiences
User forms processing, object detection, and text and binary classification
“By being able to visualize how well our students are reading, we’ve been
able to make better choices for them. Putting (Power Apps & Power BI)
in Teams made it easy for non-technical teachers to find and use those
solutions. Even better, these tools help our educators to get creative,
think outside the box and provide solutions for others—it‘s re-
energizing!”
Lauren Taylor, Assistant Vice Principal
Tacoma Public Schools
Business outcomes
Information
loss reduction
Paper-based processes were
digitized, ensuring that
valuable student data is
recorded and analyzed
Greater insights
Admins use more data to
track student reading scores,
allowing fast and targeted
interventions
Top integrations leveraged
“Onboarding new employees was an extremely slow, tedious task.
Sometimes, it would take us up to a few weeks to get someone through
the systems. We needed a better way… We invested in Teams and the
Power Platform, and today we now centralize onboarding—so it begins
and ends in Teams—and we have reduced the time from weeks to just
40 minutes.”
Thomas Pagnoux, Head of End User Services
Havi
Business outcomes
Automation
Streamlined their entire
employee onboarding
process, automating the it in
a Teams-based app
Time savings
Cut out many manual touch-
points and ensures new team
members can hit the ground
running
Top integrations leveraged
“What’s transformative is the way we’re connecting people, making data
accessible to a broader employee base and giving them the skills to
analyze the data to make better informed decisions. That can have
obvious benefits, like increasing efficiency, but also an impact on topics
that are central to our business, such as sustainability.”
Jane Moran, CIO
Unilever
Business outcomes
Increased
business agility
New apps and BI tools give
insights into how to improve
the supply chain and
conservation efforts
Centralized
information
Connected their engineers
around the world with
Teams, allowing for global
collaboration
Top integrations leveraged
Power Apps
Next steps
Start using Microsoft Teams today
• Pick one project or process
• Do all collaboration on that project in Teams
• Download the mobile app
• Get deployment & adoption support from Razor Technology
Build and integrate Teams
• Explore Power Platform training resources
• Engage Microsoft preferred partners to support you
• See how our customers are using the Power Platform
• Establish a center of excellence in your organization
Contact Information
© 2020 Razor Technology, LLCwww.razor-tech.com
• David Rosenthal
• VP & General Manager
• Digital Business
• @DavidJRosenthal
• Slideshare
• Blog: www.razor-tech.com
5 Tower Bridge
300 Barr Harbor Dr., Suite 705
West Conshohocken, PA 19428
www.razor-tech.com
David.Rosenthal@razor-tech.com
Cell: 215.801.4430
Office: 866.RZR.DATA
LETS KEEP IN TOUCH
Appendix
Seamless integrations for the Microsoft and
partner apps
Native integration with the Office 365 apps that you
use for your productivity
Outlook appointments and meetings pulled into your
Teams calendar
Hundreds of partner apps available in the app store
Endless integration possibilities for the custom apps
you already have built
Create solutions with shared data and files in
SharePoint
Gather and collaborate on
30 million items
pictures, people,
URLs and locations
custom
formatting, custom forms dashboards
Import data from and export to Excel
item-level security
enterprise-grade compliance
Automate routine tasks with Microsoft Power
Automate
Automate existing business processes
300+ cloud and on-premises
prebuilt templates
advanced scenarios
* Some features vary by license type
Build custom apps with Power Apps
apps for PC and mobile for use
within a Teams channel
Share the apps you create with your organization to use
in Teams
Connect to business data
Uncover insights with Power BI
beautiful and insightful
visualizations
tab in Teams' channel
custom dashboards
insights during meetings
create reports
AI to get insights faster
Collect information with Microsoft Forms
web parts and
chatbot integration
Collect data
question branching
and file uploads
SharePoint lists
polls, quizzes, and surveys
Share forms
Teams provides access to the ecosystem of 250+
ready-made apps
Microsoft 365 + Power PlatformStreamline business processes with integrated apps and workflows in your hub for teamwork
Microsoft Teams
Microsoft Power Automate
Power Apps
Power BI
SharePoint, Microsoft Forms, Excel
Microsoft 365

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Integrated Workflow with Microsoft Teams

  • 2. Pressures of today’s workplace 66% of IT budgets are spent maintaining legacy systems¹ Employees spend 61% of their time on routine tasks2 It takes ~23 minutes to regain productivity after an interruption³ IT departments expected to do more Organizations need to be agile Individuals struggle to stay focused ¹ Eric Garton, Harvard Business Review, “Is Your Company Actually Set Up to Support Your Strategy?,” November 22, 2017 2 McKinsey Global Institute, “The social economy: Unlocking value and productivity through social technologies,” July 2012 ³ UC Irvine study, “The Cost of Interrupted Work: More Speed and Stress,” June 2015
  • 3. Microsoft Teams is the hub for teamwork in Microsoft 365 Chats & Collaboration Meetings & Calling Apps and workflows
  • 4. Teams is a platform for your apps and workflows Microsoft Teams Productivity apps Low-code dev and automation Support and info Processes and custom apps Departmental tools Employee resources Processes and workflow Integrated apps, processes automation, and business intelligence
  • 5. Low-code dev & automation: Teams + Power Platform Power BI Seamlessly connect and transform data into accessible visualizations, to make decisions quickly and confidently Power Apps Easily create custom apps to modernize processes to meet your needs with your data, enhancing efficiency and collaboration Power Automate Quickly automate intelligent, data-powered workflows, from simple tasks to radical transformations, improving agility and productivity
  • 6. EnhanceproductivityscenariosinOffice365 Automate collaboration tasks, and take actions directly in chat Discuss data effortlessly to enable data-driven decisions Create productivity tools, and put them where your team works Integrate with Office 365 and other productivity apps
  • 8. Demo Streamline business process with Microsoft Teams Power Automate for reminders Transform work with Microsoft Power Automate and Azure Cognitive Services
  • 9. PROCESS EXAMPLE: Sales Cycle Team drafts the bid Seller submits customer order Create sales opportunity & model data Submit proposal for approval Meet/call to close the deal
  • 10. Team drafts the bid Sellers submit customer order Create sales opportunity & model data Submit proposal for approval Meet/Call to close the deal Team drafts the bid Sellers submit customer order Create sales opportunity & model data Submit proposal for approval Meet/Call to close the deal PROCESS EXAMPLE: Sales Cycle
  • 11. Admins can manage and customize their Teams + Power Platform experience Manage apps available to your organization (or individual users) Highlight the tools that your organization should use Benefit from security and compliance features of Microsoft 365* * Requires a Microsoft 365 license or separate security licenses, features vary by license type
  • 12. The Power Platform in Teams is protected by Microsoft 365 security Identity & Access Management Secure identities to reach zero trust Threat Protection Help stop damaging attacks with integrated and automated security Information Protection Protect sensitive information anywhere it lives Security Management Strengthen your security posture with insights and guidance Holistic security across your digital landscape * Requires a Microsoft 365 license or separate security licenses, features vary by license type
  • 13. Enhance productivity scenarios in Office 365 Automate collaboration tasks, and take actions directly in chat Create productivity tools, and put them where your team works Discuss data effortlessly to enable data-driven decisions Integrate with Office 365 and other productivity apps Overcome complex business challenges Use CDS for an out-of-the-box enterprise grade database Connect custom tools with Dynamics and line-of-business apps Embed Artificial Intelligence into custom tools and automation Empower your organization to self-serve using custom bots
  • 14. Unlock value everywhere with additional Power Platform features Advanced & customer connectors Common Data Service Power App Portals AI Builder Connect to Azure database or partner data sources using pre-built connectors Easily create your own custom connectors to a range of sources Seamlessly utilize data in a fully-managed, enterprise-grade datastore Control access and speed development with business logic and security built-in Grant external users access to apps anonymously or via authentication Manage content access and security using intuitive interface and guidance Leverage AI in your apps and workflows with intuitive, step-by-step experiences User forms processing, object detection, and text and binary classification
  • 15. “By being able to visualize how well our students are reading, we’ve been able to make better choices for them. Putting (Power Apps & Power BI) in Teams made it easy for non-technical teachers to find and use those solutions. Even better, these tools help our educators to get creative, think outside the box and provide solutions for others—it‘s re- energizing!” Lauren Taylor, Assistant Vice Principal Tacoma Public Schools Business outcomes Information loss reduction Paper-based processes were digitized, ensuring that valuable student data is recorded and analyzed Greater insights Admins use more data to track student reading scores, allowing fast and targeted interventions Top integrations leveraged
  • 16. “Onboarding new employees was an extremely slow, tedious task. Sometimes, it would take us up to a few weeks to get someone through the systems. We needed a better way… We invested in Teams and the Power Platform, and today we now centralize onboarding—so it begins and ends in Teams—and we have reduced the time from weeks to just 40 minutes.” Thomas Pagnoux, Head of End User Services Havi Business outcomes Automation Streamlined their entire employee onboarding process, automating the it in a Teams-based app Time savings Cut out many manual touch- points and ensures new team members can hit the ground running Top integrations leveraged
  • 17. “What’s transformative is the way we’re connecting people, making data accessible to a broader employee base and giving them the skills to analyze the data to make better informed decisions. That can have obvious benefits, like increasing efficiency, but also an impact on topics that are central to our business, such as sustainability.” Jane Moran, CIO Unilever Business outcomes Increased business agility New apps and BI tools give insights into how to improve the supply chain and conservation efforts Centralized information Connected their engineers around the world with Teams, allowing for global collaboration Top integrations leveraged Power Apps
  • 18. Next steps Start using Microsoft Teams today • Pick one project or process • Do all collaboration on that project in Teams • Download the mobile app • Get deployment & adoption support from Razor Technology Build and integrate Teams • Explore Power Platform training resources • Engage Microsoft preferred partners to support you • See how our customers are using the Power Platform • Establish a center of excellence in your organization
  • 19. Contact Information © 2020 Razor Technology, LLCwww.razor-tech.com • David Rosenthal • VP & General Manager • Digital Business • @DavidJRosenthal • Slideshare • Blog: www.razor-tech.com 5 Tower Bridge 300 Barr Harbor Dr., Suite 705 West Conshohocken, PA 19428 www.razor-tech.com David.Rosenthal@razor-tech.com Cell: 215.801.4430 Office: 866.RZR.DATA LETS KEEP IN TOUCH
  • 21. Seamless integrations for the Microsoft and partner apps Native integration with the Office 365 apps that you use for your productivity Outlook appointments and meetings pulled into your Teams calendar Hundreds of partner apps available in the app store Endless integration possibilities for the custom apps you already have built
  • 22. Create solutions with shared data and files in SharePoint Gather and collaborate on 30 million items pictures, people, URLs and locations custom formatting, custom forms dashboards Import data from and export to Excel item-level security enterprise-grade compliance
  • 23. Automate routine tasks with Microsoft Power Automate Automate existing business processes 300+ cloud and on-premises prebuilt templates advanced scenarios * Some features vary by license type
  • 24. Build custom apps with Power Apps apps for PC and mobile for use within a Teams channel Share the apps you create with your organization to use in Teams Connect to business data
  • 25. Uncover insights with Power BI beautiful and insightful visualizations tab in Teams' channel custom dashboards insights during meetings create reports AI to get insights faster
  • 26. Collect information with Microsoft Forms web parts and chatbot integration Collect data question branching and file uploads SharePoint lists polls, quizzes, and surveys Share forms
  • 27. Teams provides access to the ecosystem of 250+ ready-made apps
  • 28. Microsoft 365 + Power PlatformStreamline business processes with integrated apps and workflows in your hub for teamwork Microsoft Teams Microsoft Power Automate Power Apps Power BI SharePoint, Microsoft Forms, Excel Microsoft 365