Microsoft 365 usage optimisation

About the workshop

The main goal of this engagement is to ensure that the customer has a personal and team productivity system in place fitted to bring the most value to the business. This includes Microsoft 365 system optimisation and employee education.

All parts of the engagement (as described below) will be delivered in close collaboration with the Customer. We believe that, for the successful delivery of this engagement, we need the active participation of all stakeholders. The interactive part of this engagement will take place in the business space of the Customer, or online via Microsoft Teams collaboration tools.

Nephos will shape delivery methods and end results to create a base-ground on the Customer side to proceed with automating all internal processes*. This will be done via workshops, individual work by Nephos, testing phase with the Customer and overall education. Together, we will take 1 business process as an example and automate it end to end.

As part of the engagement, Nephos will conduct a series of educational workshops on the topic of Microsoft 365 productivity that will be delivered via online collaboration tools (Microsoft Teams) and will be recorded for the later re-usage by the Customer.

*Scope of automation for the internal processes depends on the capabilities of Microsoft Power Automate and your general IT stack.

As part of this engagement we will:

• Analyse current IT system for personal and team productivity
• Create guidelines for optimal Microsoft 365 / Office 365 system usage through multiple scenarios
• Create preconditions for process automation
• Educate employees/users with Microsoft 365 / Office 365 in the duration of up to 4 x 1,5h

Expected outcomes for the whole engagement include:

• Document with the analysis of the current state of the systems for personal and team productivity
• Document with the guidelines for optimal usage of the systems for personal and team productivity
• Test implementation (PoC) of 1 process using Microsoft Power Automate tools
• Delivery of in-person or online education sessions
• Recording of education sessions delivered to the Customer

Agenda

• Week 1 (joint customer and Nephos activity):

  • Project kick-off
  • Environment setup
  • Project team charter and communication setup

• Week 2 and 3 (joint customer and Nephos activity):

  • Interactive workshops – assessment of customer Office 365/Microsoft 365 environment
  • Interactive workshops – assessment of customer’s key collaboration processes

• Week 4 (Nephos back office activity):

  • Documenting workshop outcomes
  • Assessment analysis report generation

• Week 5 (joint customer and Nephos activity):

  • Assessment analysis report presentation
  • Feedback gathering

• Week 6 and 7 (joint customer and Nephos activity):

  • In-person or inline education sessions delivery
  • Test implementation of 1 process using Microsoft Power Automate

• Week 8 (joint customer and Nephos activity):

  • Final feedbacks
  • Project wrap-up