Webinar: Productivity for Legal Professionals with Microsoft 365
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Legal professionals today face many challenges. They need to not only ensure compliance, and make sure their documents are secure and easily shared internally and with clients, but ensure business continuity even while working remotely. Learn best practices for working remotely and see how to improve your firm’s business continuity, productivity and security with Microsoft 365.
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Webinar: Productivity for Legal Professionals with Microsoft 365
- 1. withum.com May 8, 2020 Productivity for Legal Professionals with Microsoft 365
- 2. withum.com Housekeeping Webinar is being recorded 45 minutes session 15 minutes Q&A or however long it takes session at the end Send in your questions! Type your questions in the Questions Pane of the GotoWebinar Panel Slides and recording will be emailed after the webinar
- 3. withum.com About Daniel Daniel Cohen-Dumani @dcohendumani dcohendumani@withum.com Partner, Market Leader 20+ years of Digital Transformation Expertise with Microsoft 365, SharePoint and Dynamics SharePoint Visionary Interests: Productivity in the Modern Workplace. Work 2.0 Started working with SharePoint when nobody could spell it
- 4. withum.com About Adam Adam Levithan @collabadam alevithan@withum.com Practice Manager Building Intranets & Project Collaboration for over 14+ years. Adam specializes in Digital Workplace strategy and balancing technology with every day working in mind. Fun Fact: Adam is an avid cyclist and rides over 2000 miles each year to raise money for different charities. This Photo by Unknown Author is licensed under CC BY-SA-NC
- 5. withum.com About Bill Bill Sansone bsansone@withum.com Partner Team Leader, Law Firms Senior executive who focuses on turning financial data into bottom-line growth Fun Fact: Attended the last game of the original Yankee Stadium and the 1st hockey game at the current Madison Square Garden
- 6. withum.comwithum.com Background ROUNDTABLES MANAGING PARTNER RESOURCE HUB (IN MICROSOFT TEAMS)
- 8. withum.com Connecting People, Data and Content
- 9. withum.com TIPS AND TRICKS FOR WORKING FROM HOME
- 10. withum.com We get it – you are working from home
- 11. withum.com People – Create a schedule
- 12. withum.com Share your schedule and signal availability Setting healthy boundaries, managing interruptions, and being clear about when you are available is an important part of managing your time when working from home. Set expectations for availability Your daily schedule or even the hours that you work may change while working from home. Set expectations with your team (and those you live with) around your availability during the day. See what is important With everybody working from home, you might see an increase in messages. Use the settings available in Teams and Outlook to customize notifications and prioritize conversations. Set boundaries It can be a challenge to switch ‘off’ from work when you don’t leave the office—or switch ‘on’ your workday when you don’t leave the house. If needed, set clear intentions about work time and home time to avoid burnout or being ‘always on’. Manage notifications for Teams activities, channels, and on mobile. Set a status message in Teams and update your calendar to indicate if you are free or busy. Set quiet hours in Teams mobile to limit notifications to your work hours and turn Focus Assist on in Windows 10.
- 13. withum.com Communicate more than you usually do
- 14. 15 SM Withum | BE IN A POSITION OF STRENGTH Set boundaries and take a break
- 16. withum.comwithum.com Meeting - Be inclusive • When you’ve got robust bandwidth, turn on your video. • Use background blur or custom background if you don’t want your background to be a distraction. • Practice inclusion – ask everyone for their input. Don’t forget to keep track of your mute button. • Feeling distracted? Record your meetings.
- 17. 18 SM Withum | BE IN A POSITION OF STRENGTH Share a digital whiteboard • When in a meeting, you can share a digital whiteboard
- 18. 19 SM Withum | BE IN A POSITION OF STRENGTH How about large meetings? • You had to cancel your sales annual kick off meeting, think again, hold it using Microsoft 365 Live Events (powered by Teams and Streams) more info at this link
- 19. 20 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Tips Create Create a schedule Communicate Communicate more than you usually do Video Always on video to make a more full connection Time for yourself Schedule 25 & 45 minute meetings to leave gaps Set Boundaries You’re not always at work, you’re always at home Take advantage Use the built-in AI in Office 365 to help you schedule and pay attention to what you do
- 20. withum.com Engagement across Legal Organizations Internal team members Committees Across Offices Due-Diligence
- 23. withum.comwithum.com What does your process look like? • Secure file transfer • Data Room • Final deliverable documentsBox • Project Management • Information Requests • Reminders • Client portal Withum Experience • Specialized tools to work with data • WithumAI (powered by Validis) • ACL, IDEA • Microsoft PowerBI, EXCEL Analytics and Data • Team communication • Video conferencing • Collaborative messagingMS Teams
- 24. withum.com Audits Continue: Ways Clients can Send you Data Electronic scans through BOX Put documents in a box and FedEx them to a team member; team member can scan Allow team member safe pickup from client site
- 25. 27 SM Withum | BE IN A POSITION OF STRENGTH Microsoft 365 Teams Intelligent content servicesIntelligent file experiences
- 26. 28 SM Teams Intelligent content services Intelligent file experiences Microsoft 365
- 27. 29 SM Microsoft 365 Teams Intelligent content services Intelligent file experiences
- 28. 30 SM Microsoft 365 Teams Intelligent content services Intelligent file experiences
- 29. 31 SM Microsoft 365 Teams Intelligent content servicesIntelligent file experiences
- 30. 32 SM Withum | BE IN A POSITION OF STRENGTH Infrastructure security The Best Way to Share • In OneDrive or SharePoint: • Use the Share button • From Teams: • Tag the file in a conversation • From your Computer: • Move files to OneDrive, SharePoint or Teams NO MORE EMAILS ATTACHMENTS
- 31. withum.com Microsoft 365 Active Directory Information Protection Infrastructure Network Storage Intune Bot ServicesCognitive Services Machine Learning Dynamics/ Power Platform Sway Power BI Forms Microsoft Office OneNote OneDrive Yammer TeamsSharePoint Planne r PowerApps Power Automate Outlook Groups Stream APPLICATIONS SERVICES INFRASTRUCTURE Windows Information Protection AUDIENCE Administrators Capability/ Business Owners End-Users Exchange To Do
- 32. withum.com What’s hot – Application and Desktop Virtualization Security and regulation Financial Services Healthcare Government Flexible workforce Mergers and acquisition Short term employees Contractor and partner access BYOD and mobile Call centers Branch workers Specialized workloads Design and engineering Legacy apps Software dev test
- 35. 38 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Make sure Remote work does not introduce more risks. Don’t panic and introduce new security vulnerability.
- 36. 39 SM Withum | BE IN A POSITION OF STRENGTH End Point Protection • Determine what devices are your employees using from home • If using Personal computer • Enroll them into your company policies MDM • Ensure end point protection
- 37. 40 SM 010101010101010101010101010100101010101010101010101100111101010110001111100000000000000000000000 000000011111011011011010101010101010101010101010100101010101010101010101100111101010110001111100 000000000000000000000000000011111011011011101010101010101010101010101001010101010101010101011001 111010101100011111000000000000000000000000000000111110110110110101010101010101010101010101001010 101010101010101011001111010101100011111000000000000000000000000000000111110110110110101010101010 101010101010101001010101010101010101011001111010101100011111000000000000000000000000000000111110 110110110101010101010101010101010101001010101010101010101011001111010101100011111000000000000000 00000000000000011111011011011 Review your security policies Look for COVID-19 scamLook Make sure you use multi-factor authenticationMake Review what software your employees needReview Leverage Desktop virtualization to access on- premises softwareLeverage
- 38. withum.com DATA
- 39. withum.comwithum.com Bring your spreadsheet to life
- 40. withum.comwithum.com Microsoft 365 Usage Analytics
- 41. withum.com Leverage built-in personal and workplace analytics https://myanalytics.microsoft.com
- 42. withum.com Making Decisions What’s the “new normal”? How did this work for you? Use data gathered Create an employee survey
- 43. withum.com Key Takeaways • Acknowledge working from home is not exactly the same as from the office. • Increase full organization communication. i.e. Virtual Town Hall meetings. • It is not too late to move to the cloud (we recommend Microsoft 365 and Azure Windows Desktop) and limit remote work friction. • Work with your Tax/Audit supplier to continue service remotely. • Plan for recovery, take advantage of the time, be competitive now, and in the future. Remote work checklist: •Set up your workspace •Communicate often •Maintain healthy boundaries •Embrace online meetings •Be mindful and inclusive •Record your meetings •Make up for missing hallway talk •Bring the team together •Have fun! •Don’t forget security
- 44. withum.com Technology Resources Withum COVID-19 Resource center Secure Remote Work - Resources Comprehensive work-from-home guide (MS Edition) A guide to the modern digital workplace Tips for effective remote work Getting started with My Analytics Work remotely with Microsoft Office 365 Case study, working from home at Microsoft for 2 weeks
- 46. withum.com Next Steps Teamwork Assessment Our digital experts will work with you to ensure your business requirements are met and Microsoft Teams is highly adopted. LEARN MORE
Hinweis der Redaktion
- best practices for managing working from home and how to leverage the power of Microsoft 365 to improve business continuity, productivity and security during a crisis. Times are certainly changing thanks to COVID-19, putting a serious strain on businesses and how they operate. Now more than ever, giving your employees the ability to efficiently and effectively work remotely is crucial. You need systems and tools in place to not just provide the flexibility and make communication and collaboration effective but to also not undermine security or stability. During the webinar we will share how Microsoft 365 can contribute to successful remote work when it comes to people, data and content: People – Feeling connected, reducing distraction when working from home Data – Making it available wherever you are Content – Sharing the right way so it doesn’t live on everyone’s computers
- What is your biggest concern about employees working from home? - Continuing Corporate Culture - Staff Coherence - Ongoing productivity - Security Who's on Office 365 What tools people are using Webex, Zoom, Skype Who has normal Work From Home Policies How many meetings people have in a week?
- People, content and data are key element of every enterprise M365 enables to securely seamlessly connect People , Data And Content
- We get it, everyone is working from home. There may be noise. Take a break, don’t apologize
- Prioritize focus time (for many of us we are more distracted at home Schedule your time and block your calendar Leverage MyAnalytics to automatically block time in your calendar
- Watch for back to back meetings
- What tools are you using to support work from home? (Choose all that apply) - Microsoft Teams - Skype - WebEx - Zoom - Other
- Video really amps up collaboration in meetings (but if you’ve got limited bandwidth, turn off video to maintain high-quality audio). Make sure you know how to join a meeting in Teams before the meeting starts. If someone’s audio is too low, or if their device is causing problems, deal with it at the start of the meeting so that person won’t be excluded.
- If you are using Teams, share your digital whiteboard
- What collaboration ecosystem are you in? - Microsoft (Office 365) - Microsoft On-Premises - Google - A little bit of this, a little bit of that
- Microsoft 365 empowers individuals, teams, and organizations to share and work together with files Let’s look at how three of Microsoft’s best-of-class applications are optimized for file collaboration scenarios, while sharing intelligent file experiences, content management, security & compliance
- OneDrive is where you can work with all your files—your individual work files and the files shared with you across Microsoft 365—on any device.
- Teams is a hub for teamwork where you and your team can collaborate on files, communicate, and streamline processes.
- SharePoint is the intelligent intranet with sites that let you communicate broadly and manage content across the organization.
- You can work seamlessly across applications and devices with coherent and powerful files experiences, turbocharged by AI. And you can work confidently, knowing that your files are protected with industry-leading security and compliance
- Virtualization can address a broad range of business needs
- How many passwords do you use to work from home daily? - 1 - 2-4 - 5-7 - too many
- Do not relax your policies. For remote access that includes remote access services, remember that ransomware attackers look and scan for open RDP servers, targeting anything responding on port 3389. Don’t move RDP to another port as TSgrinder scans for an RDP response on any port. Do not blindly open remote access ports without thinking of the risks and consequences accordingly. If you must open remote access, ensure that the firewall is configured to only respond to certain static IP addresses from which your IT administrators will be remotely accessing.
- Microsoft investments here are guided by the four strategies for success with infrastructure based on Azure security to secure your data in the cloud. Let’s talk about Infrastructure Security first as this is woven throughout all of our 4 key areas and foundational to security.
- Microsoft investments here are guided by the four strategies for success with infrastructure based on Azure security to secure your data in the cloud. Let’s talk about Infrastructure Security first as this is woven throughout all of our 4 key areas and foundational to security.
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- Make fun of brad being auditor Choosing to reduce or remove overhead costs in buildings
- Would you benefit from a free consultation to learn how Microsoft 365 can improve productivity of your remote work force? - Yes - No