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Office 365: Mark Rackley
mrackley@paitgroup.com
A Digital Transformation Story
© 2015 PAIT Group
Mark Rackley / Partner & CSO
‱ 20+ years software
architecture and
development experience
‱ Office 365 MVP, SharePoint
Junkie since 2007
‱ Event Organizer
(SharePointalooza.org)
‱ Blogger, Writer, Speaker
‱ Bacon aficionado
@mrackley
www.MarkRackley.net
www.PAITGroup.com
www.SharePointaLooza.org
www.StratusForms.com
#SayNoToInfoPath
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
Extremely Budget
Minded
THE BACKSTORY
Legacy,
Homegrown,
Outdated Systems
Non-Technical
Stakeholders
(internet vs
intranet)
Global
Organization
Great Retention!
(older workers
who don’t like
change)
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE SPARK
A CHAMPION FOR DIGITAL TRANSFORMATION
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
WHAT’S YOUR SPARK?
THE SPARK
A CHAMPION FOR DIGITAL TRANSFORMATION
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE SPARK
Educate about the possibilities
Generate Excitement
Identify the right Quick Win
Investigate if funding is available
KEYS TO IGNITION
A CHAMPION FOR DIGITAL TRANSFORMATION
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE SPARK
Educate about the possibilities
Generate Excitement
Identify the right Quick Win
Investigate if funding is available
One failed SPO attempt
Change resistant staff
Long process (18+ months)
KEYS TO IGNITION AVOIDING BACKFIRE
A CHAMPION FOR DIGITAL TRANSFORMATION
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE IGNITION
FIND THAT ONE THING!
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE IGNITION
EXECUTIVES WHO SUCCESSFULLY USE O365
PARTNER USING VIDEO
APPEAL OF APPS UNDER ONE SECURITY UMBRELLA
THE RIGHT CONVERSATIONS
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
THE IGNITION
UNDERSTOOD THE BUSINESS NEEDS
REDUCED COMPLEXITY
ADDED VISUAL APPEAL
IMPLEMENTED IN PHASES
TRAINED THE TRAINERS
REBUILT FAILED APPLICATION
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
BEFORE

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
BEFORE

200+ Content Types
200+ SharePoint Groups
13 Document Libraries
25 folders per document library with unique permissions
For less than 500 files!!
DOCUMENT REPOSITORY
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
AFTER

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
AFTER

1 CONTENT TYPE
USED SITES FOR SECURITY INSTEAD OF FOLDERS
ONE SEARCH RESULTS PAGE
DOCUMENT SEARCH
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
GAINING MOMENTUM
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
GAINING MOMENTUM
BUILD LONG TERM STRATGEY, DEFINE GOALS
IDENTIFY REALISTIC PHASES
CREATE ROADMAP, SET DATES!
UNDERSTAND GAPS AND NEW FEATURES
FIND THE NEXT WIN!
BUILD OFF YOUR SUCCESS
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
MOVING TO DIGITAL FORMS
WORKERS ON A PLANT FLOOR
HAD TO FILL OUT FORMS TWICE A DAY
DIFFICULT TO FILL OUT WHILE ON THE FLOOR
NEEDED TO BE MULTILINGUAL
MUTLIPLE PLANTS ALL OVER THE WORLD
AUDIT FORMS
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
MOVING TO DIGITAL FORMS
CREATED FORM IN SHAREPOINT
FORM IS MOBILE FRIENDLY AND CAN BE FILLED OUT ON
AN IPAD
REPORTING IS VASTLY IMPROVED
IMPLEMENTED IN MULTIPLE LANGUAGES
IMPETUS FOR CREATING SITES FOR EACH PLANT
AUDIT FORMS
www.StratusForms.com
#SayNoToInfoPath
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
Phase 1
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
LESSONS LEARNED
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
LESSONS LEARNED
THE VALUE OF TRAINING
PRIORITIES OF EXECS
THE AMOUNT OF TIME IT TAKES TO CHANGE CULTURE
THE IMPORTANCE OF VISUALS
“INDUSTRY STANDARDS AND BEST PRACTICES”
DON’T UNDERESTIMATE
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
SUCCESSES
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
SUCCESSES
INVESTED EXECUTIVES (CEO VIDEOS ON HOME PAGE)
GLOBAL COMMUNICATIONS
ENGAGED PLANT WORKERS
IMPROVED COLLABORATION
OPENED THE DOOR TO MORE PROJECTS
IT TOOK 2 YEARS

© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
GET THE RIGHT HELP
Find a partner vested in your success
Are they more interested in talking or listening?
Don’t take their word for it
Don’t be afraid to push back
It doesn’t have to (shouldn’t) be all at once
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
NO MATTER WHAT

Find Pain Points
and Identify
Quick Wins
Map Technology
to a Business
Problem
Implement in
Phases
Gain Executive
Approval
© 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017
IT’S A PROCESS
‱The job’s not over when the intranet is
rolled out.
‱Check in on users, address their pain
points
‱Keep an eye out for the next win
‱Keep up on the changing technology
‱Don’t throw technology at a people
problem
Thank you
http://www.paitgroup.com
http://www.markrackley.net
mrackley@paitgroup.com
@mrackley
© 2016 PAIT Group http://www.PAITGroup.com December 14,2016
http://www.stephkdonahue.com
sdonahue@paitgroup.com
@stephkdonahue

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SPUnite17 Transforming your Organisation into a Digital Workplace

  • 1.
  • 2. Office 365: Mark Rackley mrackley@paitgroup.com A Digital Transformation Story
  • 3. © 2015 PAIT Group Mark Rackley / Partner & CSO ‱ 20+ years software architecture and development experience ‱ Office 365 MVP, SharePoint Junkie since 2007 ‱ Event Organizer (SharePointalooza.org) ‱ Blogger, Writer, Speaker ‱ Bacon aficionado @mrackley www.MarkRackley.net www.PAITGroup.com www.SharePointaLooza.org www.StratusForms.com #SayNoToInfoPath
  • 4. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 Extremely Budget Minded THE BACKSTORY Legacy, Homegrown, Outdated Systems Non-Technical Stakeholders (internet vs intranet) Global Organization Great Retention! (older workers who don’t like change)
  • 5. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK A CHAMPION FOR DIGITAL TRANSFORMATION
  • 6. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 WHAT’S YOUR SPARK? THE SPARK A CHAMPION FOR DIGITAL TRANSFORMATION
  • 7. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK Educate about the possibilities Generate Excitement Identify the right Quick Win Investigate if funding is available KEYS TO IGNITION A CHAMPION FOR DIGITAL TRANSFORMATION
  • 8. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE SPARK Educate about the possibilities Generate Excitement Identify the right Quick Win Investigate if funding is available One failed SPO attempt Change resistant staff Long process (18+ months) KEYS TO IGNITION AVOIDING BACKFIRE A CHAMPION FOR DIGITAL TRANSFORMATION
  • 9. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION FIND THAT ONE THING!
  • 10. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION EXECUTIVES WHO SUCCESSFULLY USE O365 PARTNER USING VIDEO APPEAL OF APPS UNDER ONE SECURITY UMBRELLA THE RIGHT CONVERSATIONS
  • 11. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 THE IGNITION UNDERSTOOD THE BUSINESS NEEDS REDUCED COMPLEXITY ADDED VISUAL APPEAL IMPLEMENTED IN PHASES TRAINED THE TRAINERS REBUILT FAILED APPLICATION
  • 12. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 BEFORE

  • 13. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 BEFORE
 200+ Content Types 200+ SharePoint Groups 13 Document Libraries 25 folders per document library with unique permissions For less than 500 files!! DOCUMENT REPOSITORY
  • 14. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 AFTER

  • 15. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 AFTER
 1 CONTENT TYPE USED SITES FOR SECURITY INSTEAD OF FOLDERS ONE SEARCH RESULTS PAGE DOCUMENT SEARCH
  • 16. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GAINING MOMENTUM
  • 17. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GAINING MOMENTUM BUILD LONG TERM STRATGEY, DEFINE GOALS IDENTIFY REALISTIC PHASES CREATE ROADMAP, SET DATES! UNDERSTAND GAPS AND NEW FEATURES FIND THE NEXT WIN! BUILD OFF YOUR SUCCESS
  • 18. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 MOVING TO DIGITAL FORMS WORKERS ON A PLANT FLOOR HAD TO FILL OUT FORMS TWICE A DAY DIFFICULT TO FILL OUT WHILE ON THE FLOOR NEEDED TO BE MULTILINGUAL MUTLIPLE PLANTS ALL OVER THE WORLD AUDIT FORMS
  • 19. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 MOVING TO DIGITAL FORMS CREATED FORM IN SHAREPOINT FORM IS MOBILE FRIENDLY AND CAN BE FILLED OUT ON AN IPAD REPORTING IS VASTLY IMPROVED IMPLEMENTED IN MULTIPLE LANGUAGES IMPETUS FOR CREATING SITES FOR EACH PLANT AUDIT FORMS www.StratusForms.com #SayNoToInfoPath
  • 20. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 Phase 1
  • 21. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 LESSONS LEARNED
  • 22. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 LESSONS LEARNED THE VALUE OF TRAINING PRIORITIES OF EXECS THE AMOUNT OF TIME IT TAKES TO CHANGE CULTURE THE IMPORTANCE OF VISUALS “INDUSTRY STANDARDS AND BEST PRACTICES” DON’T UNDERESTIMATE
  • 23. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 SUCCESSES
  • 24. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 SUCCESSES INVESTED EXECUTIVES (CEO VIDEOS ON HOME PAGE) GLOBAL COMMUNICATIONS ENGAGED PLANT WORKERS IMPROVED COLLABORATION OPENED THE DOOR TO MORE PROJECTS IT TOOK 2 YEARS

  • 25. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 GET THE RIGHT HELP Find a partner vested in your success Are they more interested in talking or listening? Don’t take their word for it Don’t be afraid to push back It doesn’t have to (shouldn’t) be all at once
  • 26. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 NO MATTER WHAT
 Find Pain Points and Identify Quick Wins Map Technology to a Business Problem Implement in Phases Gain Executive Approval
  • 27. © 2017 PAIT Group http://www.PAITGroup.com July 21st, 2017 IT’S A PROCESS ‱The job’s not over when the intranet is rolled out. ‱Check in on users, address their pain points ‱Keep an eye out for the next win ‱Keep up on the changing technology ‱Don’t throw technology at a people problem
  • 28. Thank you http://www.paitgroup.com http://www.markrackley.net mrackley@paitgroup.com @mrackley © 2016 PAIT Group http://www.PAITGroup.com December 14,2016 http://www.stephkdonahue.com sdonahue@paitgroup.com @stephkdonahue