Jenny Monohan, PMP, CSM

August 26, 2019

Synopsis

Use Case on how LBMC Technology Solutions,

a Tennessee-based IT business consulting firm,

works smarter across a geographically

distributed and diverse workforce within a

centralized workspace using Microsoft Teams.

August 26, 2019

@LBMCTech

Collaboration3

▪ Distributed team members

▪ Multiple tools

▪ Multiple channels of communication

For example with a small project team of three or five

people where the formula, N(N-1)/2, calculates the

possible channels of communication1:

3(3-1)/2 = 3(2)/2 = 6/2 = 3

5(5-1)/2 = 5(4)/2 = 20/2 = 10

1A Guide to the Project Management Body of Knowledge, (PMBOK® Guide)—Fourth Edition

(Project Management Institute [PMI]. 2008)@LBMCTech

People, Process & Tools

2“Lions and tigers, and bears, oh my! - Dorothy in Wizard of Oz (1939)” ― Judy Garland @LBMCTech

People, Process & Tools

▪ D365 CRM: Customer and project demographic and health

information. Home of the Sales Lead & Opportunity Workflow process

▪ Intranet Sharepoint: Client Documents, Sales, executed and

customer facing documentation (SOW, MSA’s, etc.). Enterprise document

management, (templates, process and procedures)

▪ D365 MS Teams: The project HUB for internal team collaboration

▪ SmartSheet: Customer facing processes related to Project Plans,

Action Item Lists, customer facing documents, and data files that are

being shared between the Client and project team members

▪ Service Desk/IT GLUE: Customer Support Portal

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Project Hub @ LBMC

Working Better & Smarter with D365 Teams

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Getting Started

▪ Define team structure

▪ Private vs public team

▪ Create a team template

▪ Pilot team & testing

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Build a team template

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Create from a team

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Organize Your Teams

▪ Click the 3 dots to Hide

or Show a team or channel

▪ Use the carrot icon to

expand/collapse channels

▪ Click and drag to prioritize

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Set Notifications

▪ Under the avatar Go to Settings/Notifications

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Set Notifications

▪ Click on “…” Channel notifications to important Channels which

you want to be notified of new post

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Update your status

▪ Set Do not disturb to block notifications during meetings

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Conversations

▪ Use @-mentioning for team members needing to read/respond

(All other posts are FYI)

▪ Check Activity App Often

▪ Reply to retain thread conversation thread

▪ Set Bookmarks in channel to save message and respond to later

General Settings

▪ To set Theme go to Settings/General under the avatar

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Elevate & Collaborate

▪ Getting started: define team structure

▪ Private vs Public

▪ Limit number of channels (broad topics)

▪ Create team template

▪ Use @-mentioning selectively (drives Chat/Activity)

▪ Check Activity app often

▪ Meet now for video collaboration & screen sharing

▪ Download desktop and mobile app for on the go collaboration

▪ Recruit champion users to increase adoption

▪ Train the trainer by department and project team

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Together there is no limit to what you can achieve!

For more on Microsoft teams, check out YouTube channel at:

https://www.youtube.com/channel/UC0--6byMAe9otLougDShhUw@LBMCTech