A well planned out end user adoption strategy is critical for creating a successful SharePoint portal. But how do you know your return on investment is actualized? The answer lies within one simple word: Adoption. Developing your end user adoption strategy and measuring the impact of the strategy are a critical exercise for any portal initiative. By learning how to establish an end user adoption strategy, you can facilitate engagement and collaboration with your user body, and establish mechanisms to generate metrics. In this webinar, Jill Hannemann of Portal Solutions and special guest Yarin Negri of CardioLog Analytics discuss creating a successful end user adoption strategy and talk about different ways to measure adoption success. In this webinar we: - Talk about different ways to measure adoption success - Showcase CardioLog Analytics' user adoption tool - Share ways to generate reports and metrics to enhance engagement, collaboration and optimization to transform your portal effectively.

1. Webinar
Establishing A Successful End User Adoption Strategy

2. About Jill
Jill Hannemann
@ImJillHannemann
jhannemann@portalsolutions.net
Director of
Advisory
Services
Editor, Digital Workplace Today
10+ years in Knowledge Management
SharePoint Expertise: Information
Architecture, Records
Management, Content Migration,
Document Management
Culinary project:
Cinnamon Rolls!

3. About Yarin
Yarin Negri
@ynegri
yarin.negri@intlock.com
Director of
Marketing
6+ Years in the SharePoint Analytics
Space
SharePoint Expertise: Reporting
and Analytics, Collaboration,
Engagement and Productivity
World Traveler
CardioLog
Analytics

4. Poll
How are you looking to enhance adoption?

5. Why Is User Adoption So Hard?
Change is hard.

6. Why Do We Care?

7. Our User Will Change When…
Uncomfortable
•Seeking Change
Vision for the
Outcome
•What is “To Be”
Energy to Invest
•Personal
Commitment

8. How Is SharePoint/Office 365 Being Used?
• File Sharing
• File Storage
• Collaboration
• Quick links to Other Resources
• Inter-departmental
collaboration
• Project Management
• Email
• Document Attachment
• Instant Messaging
• Workflows/eProcessing
• Calendar
• Forms
• Staff Directory
• Announcements/Company
News
• Alerts
• Departmental Information
Sharing

9. Common Adoption Constraints
• Complex Permissions/Can’t Access content
• Problems saving and opening documents
• Problems finding content
• Search doesn’t work
• There’s no up to date information
• “I have no reason to go there”

10. Defining User Adoption
Organization’s
Goals
• Changed Behaviors
User Goals
• Relevant Training
User
Adoption
Happy
Stakeholders

11. Adoption Strategy Equation
Fixing Pain Communication
Continuous
Improvement
Training

12. Managing For Change Within Your Organization

13. Planning For Change Management
“Change Management Fundamentals – The 20% you need to know which
will make you know more than 80% of your colleagues.”
– John Westworth, Microsoft
80% 10%10%
Your User Base
Nay-sayers Early Adopters
The 20% You Need to Know
to Onboard this 80%

14. Tactics For Understanding Adoption For You
• Understanding your users’ needs
• What is the culture of the organization?
• Who are your early adopters?
• Who are your nay-sayers?
• What are the inefficiencies of the company?
• How can time be saved?
Know thy Business Requirements!
Then measure the current process –
• How long does it take users to complete tasks?
• How many steps are involved?
• How many people are involved that don’t need to be?

15. Adoption Campaign
What does an
adoption campaign
look like?
Communication Planning
•Roadmap
•What’s in it for me?
•What’s in it for the organization?
•Change management
•Training opportunities
Governance Definition
•Roles and Responsibilities
•What is the role of Office365? SharePoint?
•How tos/Rules of the road
Training and Education
•Steps for the “How tos”
•Just in time information
•Classes, videos, one-page guides
Measurement and Tracking
•ROI statements
•Gamification
•How long did it take to complete “x” task before solutions, and after?
•Usage counts: sites, pages, search, document views, etc.
Feedback and Continual Support
•Passive vs. Direct
•Continue to enhance training/education
•Communicate roadmap

16. When Should Your Adoption Strategy Start?
Requirements
Gathering
Designing the
Site and IA
Implementation
Migration
Training
Roll Out
It does NOT
Start Here
It Starts Here!

17. Insert This Process Into Your Office 365 Design And Implementation
Identify the
Problem
Measure
Current State
Insert New
Solution
Train and
Support
Measure To
Be State

18. Requirements
Gathering
• Identify
the
problem
Designing the
Site and IA
• Measure
current
state
Implementation
• Insert
new
solution
Migration
Training
• Training
and
Support
Roll Out
• Measure
To Be
State

19. Managing For Change Through Communication
• Acknowledge
existing
practices
• Identify pain
points
Current
State
• Migration
• Temporary
activities
• Participation
and effort
Transition
State
• Training
• Feedback loop
• Improvement
Future
State
Defining your Communication Plan

20. Allowing For Feedback And Support
Passive
Feedback
Direct
Feedback
Analytics
Usage Metrics:
Before and After
Helpdesk
Support Meet Ups
Feedback/Question
Button

21. Creating Your Adoption Strategy
• Understanding your users:
• Finding that 20% to get 80%
• Know Thy Business Requirements
• Begin your Adoption Strategy at the onset of your project
• Measure and Continually Refine!
Uncomfortable
• Seeking Change
Vision for the Outcome
• What is “To Be”
Energy to Invest
• Personal Commitment

22. THE ULTIMATE ON-PREMISE ANALYTICS
SOLUTION FOR ENTERPRISES
In-depth SharePoint analytics,
insight, and usage reports
MONITOR
Connect to your portal and website
users to understand their challenges
ENGAGE
Increase corporate productivity
and improve portal and website ROI
ENHANCE
Engage your Portal and Website Users

23. WHY PORTAL ANALYTICS FOR
ADOPTION?
“If you can’t measure it,
you can’t manage it!”

24. COMMON QUESTIONS
• How many people are using the Portal?
• What are most users doing on the Portal?
• How should I plan for the growth of my Portal?
• What is the most popular search?
• Where are my users coming from?
• What are my customers downloading?

25. OUR CUSTOMERS WERE ABLE TO:
IMPROVE PORTAL
ROI
IDENTIFY USER
CHALLANGES
ENHANCE PORTAL
USABILITY
INCREASE CORPORATE
PRODUCTIVITY

26. Adoption - Small Steps

27. 3 Key Ways to Track Adoption
Productivity CollaborationEngagement

28. Read More About SharePoint & Office 365 Analytics

29. Set up your team for success –
take advantage of our free
intranet usability assessment.
Contact Us For Details
http://www.portalsolutions.net/schedule-a-consultation
Next Steps
Thank you. Download our Tip Sheet:
9.5 Secrets To Improving Intranet User
Adoption Across Your Organization