back office productivity with sharepoint
TRANSCRIPT
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Road to the Cloud Webinar Series
Sam Cotton - Solutions Consultant and Cloud Lead Mark Drayton – Account Executive at AiimiGareth Fisher – Head of Microsoft Consulting at Aiimi
Part 2: Office 365 and Productivity
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Azure
Office 365
EMS
Devices FPO
Planning your path to CloudIntegration of existing SaaS applicationsProfessional services
Microsoft Cloud: The Connected Message
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oMicrosoft & PCSoKeep the control you
want
oAll services work together
oNo servers to set up
HD Video Conferencing
Business-Class Email
FileSharing
Anywhere Access
Simple IT Management
Financially-Backed SLA
Technical Support
FullOffice HD Video
Conferencing
oOffice is always up-to-date
oUse Office on 5 devices/user
oEverything you need in one place, across all devices
oSync files to devices for offline viewing and editing
Why move to the cloud with Office365?
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Enabling Business Anywhere
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New Surface Lineup
Surface BookPerfect for those who want the ultimate laptop with discrete graphics.Beats laptops because: it works in clipboard mode, works with touch and pen, and integrates Windows Hello and Cortana.
Surface Pro 4Perfect for those who want a larger 12.3" screen and extra processing power.Beats notebooks because: it’s thinner, lighter and more versatile, with instant on and touch and pen functionality.
Larger screen, more
powerLightest
SurfaceLaptop
design with ultimate power
Surface 3Perfect for those who prioritise thin,
light and ultra-portable at a great price.Beats iPad because: it runs desktop software, has many ports, plus type, mouse and pen functionality.
perfect for designers,
architects, engineers
Cortana is available in selected global markets at launch; experience may vary by region and device;
Designed for productivity
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Provide easy, scalable
data backup services in the
cloud
DataBackup
Offer peace of mind with ongoing cloud-based DR services
DisasterRecovery
Quickly deploy and manage customer applications in the
cloud
Deployment in VMs
Active Directory in the cloud- Always
on, always available
Identity in Azure
SharePoint SQL Server
Databases
Orders
ProductAP
Business Application
s
CRM Acct
HR
Virtual Machines
Key Azure Scenarios
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FPO
• Office 365 enables more fluid working environments• EMS empowers end users and improves security• Surface provides a faster platform with improved mobility and
collaboration• Azure secures and pushes flexibility for underlying infrastructure and
application performance
But what about SharePoint?!• Comes as a component of most O365 subscriptions• Collaboration and productivity platform• Quick wins with bespoke business applications
What’s missing from the productivity suite?
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Gareth FisherHead of Microsoft Consulting
Over 10 years experience implementing IT Systems and Platforms including Microsoft Azure, Exchange,
SharePoint and Office 365.Microsoft Certified (Solutions Associate: Office 365,
Solutions Expert: SharePoint)
Aiimi Introductions
[email protected]@GarethFishr
Mark DraytonAccount Executive
[email protected]@AiimiMark
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BI
Enterprise SupportSoftware as a Service (SAAS)
Technology ServicesProject Implementations
Technical Consulting Solutions
Business TransformationChange ManagementProject ManagementBusiness Consulting
Aiimi is an Enterprise Information Management Company
ECM
Who Are Aiimi?
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VisionStrategyDecisions
InformationApplications
InfrastructureBusin
ess P
rincip
les
Busin
ess
Oblig
ation
s
Business Objectives
The Value of Information
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Our Process
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Microsoft Certified Professionals• MOS: SharePoint• MOS: Office 365• MCTS: SharePoint 2010, Configuring• MCTS: SharePoint 2010, Application
Development• MCTS: Windows Server Active Directory,
Configuration• MCTS: Windows Server Administration• MCITP: SharePoint 2010• MCSA: Office 365• MCSE: SharePoint• MCSD: SharePoint Applications• MCSD: Web Applications• MCP: SharePoint 2013, Core Solutions• MCP: SharePoint 2013, Advanced Solutions
Microsoft Consulting Practice
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The new way towork together
What is SharePoint?
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There’s a misconception that SharePoint is an IT Tool where as it’s actually a Business Tool.
SharePoint enables the business to collaborate, store and share information and content in order to be operationally efficient.
Business Platform
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SharePoint is a Content and Collaboration Platform, housing business productivity features such as forms, sharing and workflows.
Share Build ManageDiscoverOrganise
SharePoint Platform
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SharePoint Server• On-premise or On-cloud• Full SQL Server Data Layer• Current Version: 2013• Next Version: 2016 (Q2 2016)
SharePoint Online• Part of the Office 365 Platform• Out of the Box with External Sharing• No SharePoint or SQL Servers• Constant Upgrades, no Versioning
SharePoint Options
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Company Scenario
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UK Based Infrastructure Asset Management CompanyScenario
10 Locations across
UK
2000 ‘field’ Staff
500 ‘back office’ Staff
No “Single Version of the Truth”
Shared Drives for
storing Content
Excel for storing
Information
Excel for reporting Informatio
n
Email for sharing
Information
Email used for
Collaboration
No mobile access to Informatio
n or Content
Communication
Breakdown
Problems finding
Information or
Content
Manually enter
Information more
than once
Manual processes with many touchpoint
s
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Information ArchitectureThe Important Bit!
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Company Wide
Business Unit 1
Client 1
Contract A
Contract B
Client 2
Contract A
Contract B
Business Unit 2
Client 1
Contract A
Contract B
Client 2
Contract A
Contract B
Department Department
Centralised Information and Content Management System
Anything Company Wide lives at the Top Level
Anything Business Unit Specific lives at the Business Unit Level
Anything Client specific lives at the Client level
Anything contract specific lives at the Contract level
Business Units, Clients & Contracts
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Fields related to all CustomerComplaints, regardless of Business Unit or Contract.
Field related to specific Contract
Information & ContentItem
Company Item Base
Company Customer Complaint
Customer A Complaint
Customer B Complaint
Customer C Complaint
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Solution ExampleForms and Lists
User Forms with multiple field types, feeding a SharePoint List.
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Requisition Forms
Materials Requisition unique Metadata
All Requisitio
n Metadata
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New Starter Forms
Employee Change Forms
Leaver Workflow
(Notifications to HR, IT, Finance
etc)
Starters, Movers & Leavers
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DemoNear Miss Reporting
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Worker fills out Mobile
Form
Information is logged in SharePoint
SharePoint notifies LM and Safety
Department
Information is sent to
Power BI for reporting
Near Miss FormsMobile Form
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Near Miss FormsView of the Information in the SharePoint List
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Near Miss FormsView of the Information in PowerBI
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DemoIT Department Information and
Document Management
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IT AssetsShown in a SharePoint List
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IT Systems DocumentsShown in a SharePoint Document Library, using Document Sets
Metadata is contained on the Document Set, including links to the previously seen Assets and other Document Sets containing Supplier Documents. Document Set Metadata automatically gets applied to any documents added to a Document Set.
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Question 1People Profiles & Search
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Delve User ProfilesPeople Profiles
User Profiles contain photos, contact information, recent documents, past projects and skills. Custom fields can be added, such as car registration.
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Search User ProfilesSearching People Profiles
All of the properties in the User Profiles can be search from the native SharePoint Search application.Below I’ve search for ‘SharePoint 2013’ and returned the employees at Aiimi with SharePoint 2013 in their profile.
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Question 2“What systems can I connect
to Power BI?”
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Power BI ConnectivityGet DataWe can retrieve data from any of the inbuilt Power BI connections, such as
• Files (Excel, CSV, etc.)• Databases (SQL Server, Oracle, IBM DB2, etc.)• Azure (SQL Data Warehouse, HDInsight, etc.)• Other Sources (Salesforce, Google Analytics,
ZenDesk, etc.)