A SharePoint list is one of the most powerful and flexible features of SharePoint, but its potential is often overlooked. One of the reasons for this is that lists are often regarded as a feature that only IT professionals or those with sufficient technical knowledge are able to exploit, but actually, SharePoint lists are not that difficult for power users and citizen developers to utilise.
Another potential reason that lists get side-lined is because they have been around for so long and are not really the focus of attention. SharePoint lists are far from being shiny and new, but used in the right way, they can deliver great value and play a key role in business apps and solutions. Read more about SharePoint lists and the key benefits and features, in our article: SharePoint lists: The Beginner’s Guide.
SharePoint lists vs Excel sheets
A SharePoint list is simply a collection of data that has some kind of structure to it: it is essentially like a table, a spreadsheet or a simple database. It can include many different types of information including numbers, text and even images.
Within organisations, information that is regularly updated by a number of people and also acts as a wider reference point is often managed on an Excel spreadsheet. Typically, this might be a list of suppliers, a list of employees who are qualified to give first aid or a list of business publications that an organisation subscribes too. Excel is a great solution that we all rely on, but there are times when a SharePoint list provides far more value for storing, managing and visualising information.
Lets explore five reasons why SharePoint lists can work better than Excel spreadsheets.
1 Ensuring there is one source of truth
When a team or a number of different users enter data into a spreadsheet, there can often be issues with version control. Even when Excel online is being used, users are still liable to save local versions onto their own drives. Sometimes, to avoid these issues, one person ends up being responsible for entering data into the spreadsheet, with different people emailing that person with updated information. This long-winded process is inefficient and prone to errors.
A SharePoint list avoids many of these issues; it is online so there is only ever one version and therefore one source of truth. Multiple users can update information as required without the danger of creating multiple copies.
2 Maintaining control over certain areas
Excel spreadsheets can get complex, for example with formulae in particular cells, or with various different formatting. People also want to sort data and potentially manipulate it within the spreadsheet. With multiple users involved, it can be easy for an individual to inadvertently delete a cell or make unwanted changes, maybe even ruining the spreadsheet or altering information that might not be noticed before problems arise down the line.
Part of the problem is that it is impossible to assign permissions to different parts of a spreadsheet – people can either access everything or nothing. With a SharePoint list, you can designate permissions for each item in the list and protect any formulae or controlled lists, helping to ensure you do not lose valuable information or compromise the lists integrity.
3 Guiding users to enter the right data
With a SharePoint list, you can also nudge and guide users to provide the information you need by creating a form as a more user-friendly interface for data entry. Instead of adding information directly into cells on a spreadsheet, users can be presented with explanatory text, help options, drop down lists, validation criteria, custom error messages and so on.
While some of these features are available on a spreadsheet, there is no comparison when it comes to easily creating a form to help users and ensure you can control the data that is entered into the SharePoint list. Here, values in drop down lists and validation criteria can be targeted to different AD groups and even reference other SharePoint lists, allowing you to manage sophisticated data collection processes online with a level of control that is largely lost when you use a spreadsheet.
4 Better data integrity
The combination of permissions, forms, targeting, and data validation which can be applied to different parts of a SharePoint list, along with the ability to collate one source of truth, means that, overall, you can manage data integrity better via a SharePoint list than an Excel spreadsheet. This is also supported by audit trails for each item in the list with an edit history for every single item in it, as well as related version history.
5 Integration with Microsoft 365
A SharePoint list also has the ability to easily integrate with the rest of the Microsoft 365 suite in ways that can deliver more value than Excel. For example, it is very easy to integrate a SharePoint list with Power BI to feed custom reporting, as well as trigger workflows defined within Power Automate based on values that are entered into the SharePoint list. It is also straightforward to present the data in visually appealing ways in your SharePoint intranet.
When you start to combine these elements, a SharePoint list can be at the centre of a business app or solution, where it provides an easy place to maintain dynamic information that in turns powers a data visualisation layer with Power BI, and a data processing layer with Power Automate. Find out more about integrating SharePoint lists with other components within the Microsoft 365 suite in our article: Should I synchronise SharePoint lists with SQL server database?
Use cases
There are numerous use cases for SharePoint lists, often involving the intranet. For example, a SharePoint list is perfect for keeping an often-changing list of suppliers up to date, with different functions adding information, and the results available for everybody to view on the corporate intranet. Another key use case might be maintaining a central catalogue of apps used throughout the enterprise.
A potential more sophisticated use case that could be powered by a SharePoint list relates to managing the reopening of offices during the pandemic. Here, employers will need to keep a record of everybody who attends an office in person for the purposes of any track and trace processes in case anyone tests positive for coronavirus. In this circumstance, a SharePoint list can potentially provide:
A place to manage a dynamic set of data with numerous people regularly adding information
The potential to provide multiple views of the data – by location, division etc.
The ability to provide overall reporting of working patterns through a Power BI dashboard
The ability to have a check-in form with approval workflow so that employees require approval of plans to visit the office, providing a simple structure through which to manage strict limits on numbers
The potential to extend this form to a PowerApp available on a mobile device
Having one source of truth for all this critical information with audit trails etc.
Here, a fully working business solution is seen with a SharePoint list right at its centre.
We love SharePoint lists!
OK, we know it sounds a bit geeky, but here at Content Formula, we really do love SharePoint lists, and you should too. They are simple to use and provide an excellent way to keep control over and present dynamic collections of information that are frequently updated by a wide group of people. They can also power various Microsoft 365-based apps and solutions. If you’d like to discuss how you can use SharePoint lists in your organisation, then get in touch!
Find out more about using SharePoint lists for your organisation...
Request a call back with one of our SharePoint experts, for a free consultation about your business.
6. great SharePoint examples with screenshots for 2022
Posted on 22 April 2023 by Dan Hawtrey
SharePoint remains an excellent platform for delivering high impact intranets and digital workplace solutions to increase engagement, drive efficiency, minimise risk and improve productivity.
In this article we look at six great examples of SharePoint intranets with screenshots...
Decided that a SharePoint intranet is for you? What are your options?
You can build something yourself using the tools and templates available in SharePoint. Check out the SharePoint Lookbook which provides ready-built templates.
We provide a fixed price packaged service for companies wanting a SharePoint intranet. This means you get a best practice intranet that is more likely to succeed than a DYI approach.
Consider Lightspeed Modules. Web parts which integrate seamlessly into SharePoint whilst enhancing the overall experience and plugging functionality gaps.
At Content Formula, we’ve delivered hundreds of SharePoint projects that have supported employees in their day-to-day work while helping the organisations they work for realise strategic goals.
One of the major advantages of SharePoint is its flexibility, insofar as it can deliver all kinds of different solutions while integrating with other Office 365 tools, providing huge value either out of the box or with customisation. There is also a highly mature ecosystem of products based on SharePoint.
With intranets and the digital workplace set to be more important in 2022 than ever, there are bound to be many opportunities for SharePoint to make a difference. Let’s look at six high impact examples of how you can use SharePoint, illustrated with screenshots from some of the work we have delivered to clients.
1 Using SharePoint to implement Viva Connections
One of the most exciting digital workplace developments of the past 18 months has been the launch of Microsoft Viva – the employee experience platform that consists of complementary apps that are accessed through Teams. One of these is Viva Connections, which seeks to surface internal communications, relevant reference content and Yammer conversations all within the Teams experience. Additionally, the Viva Connections dashboard can feature integrations from other digital workplace systems such as ServiceNow, SuccessFactors and Glint. We know many internal communications and digital workplace teams are currently considering how they can use Viva Connections, and 2022 will be a big year for the platform.
There is still some confusion about Viva Connections and whether it replaces a SharePoint intranet. In fact, Viva Connections is dependent on SharePoint, as what you’re viewing is essentially SharePoint content within the Microsoft Teams environment. By making a SharePoint communication or hub site a home site and creating your desired navigation within Viva Connections (or inheriting it from the home site), you can allow employees to access SharePoint content through Teams. This can be really valuable if your employees spend a lot of time within Teams, bringing SharePoint content to the place where they are working and providing a more consistent digital workplace experience across different tools.
2 Creating a hub or portal to centralise and contextualise learning
Over the past year, placing learning and training right at the heart of the digital workplace and the daily flow of work has come increasingly into focus. This is partly down to the possibilities of integrating a learning platform seamlessly into Office 365 through a solution like LMS365 (which is actually based on SharePoint), as well as the launch of Microsoft Viva Learning which surfaces relevant learning content for users.
If you are using LMS365, a great use case for SharePoint is to create a learning hub on your intranet which can act as a seamless front page into your learning platform, giving more context about the content you provide It can also be a top-level navigation item in your information architecture so users can find it more easily. Here, you can leverage SharePoint web parts such as news, events, key links and even Yammer threads to bring together the latest updates, as well as provide information about learning at your organisation, offer opportunities to ask questions to the learning team and more. You can also link to relevant dashboards within LMS365.
Because LMS365 integrates so seamlessly with a SharePoint intranet, users may not even realise that they are entering the LMS365 platform because it will feel like one integrated ecosystem, delivering a consistent digital employee experience and supporting good learning adoption.
3 A central policy library to support compliance and minimise risk
SharePoint is an excellent platform for employees to access the trusted, authoritative information, content and documents that they need in order to get things done, carry out their role or complete mandatory compliance-related tasks. A central policy library built on SharePoint and Microsoft 365 has real value as a place where employees can easily find HR and work-related policies, procedural information, critical forms, key guidelines and more, knowing they are accessing the latest and most up-to-date information. When you don’t have a central library, it cannot only prove difficult for employees to find the policies they need, but if they do, they then have no way of knowing if it is the right version. Carrying out tasks and making decisions based on out-of-date policy documents can involve risks, especially if they pertain to a topic like health & safety.
There are multiple ways to create a policy library using SharePoint, such as leveraging pages, a document library, integrating workflows from Power Automate and using the right permissions to ensure documents are kept up to date. At Content Formula, we have used SharePoint as the basis for Xoralia – a sophisticated and intelligent policies and procedures library software product with multiple features including mandatory reads, detailed reporting, robust policy lifecycle management and even a range of useful web parts that you can deploy on your SharePoint intranet.
4 An HR intrant to support self-service and key HR processes
An HR intranet based on SharePoint is an excellent way to help HR teams achieve their goals and ensure employees have access to the people-related information they need. An HR-focused SharePoint intranet will have a number of key features including access to HR policies, personalisation to target information to the right location and role and integrations with core HR systems to support self-service tasks like booking annual leave. The flexibility of SharePoint means this can all be achieved in a relatively straightforward way that allows employees to access what they need on a self-serve basis, relieving pressure on busy HR support teams.
SharePoint pages can also include information and integrations to streamline major HR processes. For example, employee onboarding is a high-value use case that supports good employee experience. You can use a combination of SharePoint web parts, features and integrations like lists, notifications, to-dos, forms and personalisation to make sure new joiners have an authoritative list of the tasks they need to complete and when. They can then perform the tasks and track their progress. This drives efficiency and makes the onboarding experience smoother for new joiners.
5 Revolutionising frontline messaging with a custom SharePoint solution
Communicating with frontline staff in a targeted and impactful way can be challenging. For example, we were engaged by TTEC – a global provider of customer experience services with many frontline staff deployed to different customers – to deliver an improved method of messaging hard-to-reach staff. Using email had proved to be ineffectual, and they were looking for a fresh way to deliver personalised, hyper-targeted messaging.
One of the advantages of using SharePoint here is that you can deliver customised solutions. Customisation is not always desired by IT functions, but for high impact use cases, it can be necessary to achieve great results. We were able to deliver a user-friendly messaging service that is hard-baked into their already highly-used SharePoint intranet. Here, each employee can view personal and targeted group messages and reply to them. It’s a simple and elegant solution that has had a strong impact and exploits the power of SharePoint.
6 Streamlining digital communications through a SharePoint intranet homepage
The digital communications landscape for most organisations is highly complex, with multiple channels for internal and external messaging as well as varied audience targeting across different locations, functions and regions. It’s hard for employees to keep on top of all the news they need to read, events they might want to attend, automated notifications they may receive from different systems, various social feeds and more!
One thing a SharePoint intranet does very well is surface news and updates from different channels in one place, helping to streamline communications and reduce information overload while also ensuring relevance through matching the right content to an individual’s Active Directory profile. For example, a SharePoint intranet homepage could include:
Global, regional, divisional, departmental and role-based news
Automated notifications, reminders and approval requests from right across the digital workplace
Embedded social feeds from internal tools like Yammer or external channels like Twitter
Details of events
And more!
A compelling intranet homepage that improves communications is a common use case that is as relevant in 2022 as it has been for the past fifteen years.
Using SharePoint in 2022
We’re looking to delivering more exciting SharePoint projects this year. If you’d like to discuss your potential SharePoint intranet or digital workplace project, then get in touch!
Lightspeed
Modules
Level-up and maximise the value of your SharePoint
and Microsoft 365 intranet with Lightspeed Modules.
At Content Formula we work extensively with clients who have Office 365, delivering intranets that are based on Office 365 technologies, and leverage its many features. These intranets both improve processes but also help employees to take advantage of the extensive Office 365 toolset, increasing adoption and value. Through our work weve built up a strong library of Office 365 intranet examples that illustrate some the key good practices and approaches to consider when implementing an Office 365-based intranet.
Clients frequently ask us for compelling Office 365 intranet examples and to see screenshots. Here are five of our favourite examples with the relative key takeaway. You can also see some of our best SharePoint intranet examples too in a companion article.
1 Entain – a modern digital workplace hub in Microsoft 365 and Microsoft Teams
Entain’s Microsoft Office 365 intranet homepage
Looking for a an Office 365 intranet? What are your options?
You can build something yourself using the tools and templates available in Office 365. Check out the SharePoint Lookbook which provides ready-built templates.
We provide a fixed price packaged service for companies wanting an Office 365 intranet. This means you get a best practice intranet that is more likely to succeed than a DYI approach.
Consider Lightspeed Modules. Web parts which integrate seamlessly into SharePoint and Office 365 whilst enhancing the overall experience and plugging functionality gaps.
Entain needed a hub for their digital workplace serving 25,000 employees worldwide – including 15,000 retail workers. We designed and built a modern intranet that could be accessed from any device.
With the widespread adoption of Microsoft Teams across the business in the last year, we capitalised on this by delivering the intranet to people within the Teams app – also on mobile as well as the desktop app.
Entain’s Microsoft Office 365 intranet in Microsoft Teams including mobile
Delivering intranet content and features in Microsoft Teams means that the experience is more naturally integrated with the work day of the each employee. This has also provided us with an opportunity to connect with other systems – including Service Now and Oracle HR. The overall digital employee experience is vastly simplified versus the old, rather fragmented, approach.
2 Boehringer Ingelheim – an Office 365 intranet that aligns to the wider digital workplace
Over the last three or four years the digital workplace concept has grown increasingly popular, particularly with the exponential growth of Office 365. The idea of a designed, coherent and consistent user experience across different workplace tools is an attractive one, and can help drive efficiency, employee engagement and the adoption of different tools.
The digital workplace has also had a significant influence on the evolution of intranets; modern intranets are ideally placed to be an attractive entry point (front door or launchpad) into the wider portfolio of applications across the digital workplace. An intranet strategy should therefore address the intranets relationship with the digital workplace.
When we were asked by global pharmaceutical company Boehringer Ingelheim (BI) to undertake user and stakeholder research and craft a new intranet strategy, it soon became clear that the intranet had a critical role to play in the companys digital workplace and Office 365 journey. The intranet team loved our suggestion that MyBI be positioned as a virtual assistant to help employees understand and navigate the companys new Office 365-powered digital workplace.
We also advised on design and technical matters, focusing on a new persistent, personalised intranet toolbar that helps employees navigate the digital workplace. This personalised My Tools menu is an essential speed dial to different apps and Office 365 tools, and also features access to personal Teams spaces. The new improved intranet is now ideally placed at the centre of the BI digital workplace, helping employees navigate the new array of tools at their fingertips.
3 Xcapital – an Office 365 intranet that delivers critical business process
Office 365 brings many opportunities to improve critical business processes using the variety of different tools available, sometimes in combination with each other. An intranet based on SharePoint Online that can integrate with Office 365 tools such as Teams can also play its part. This means that the intranet can help to deliver an important business process; driving efficiency, increasing the value and adoption of the intranet and leveraging your investment in Office 365 all at once!
XCapital is a UK-based private equity house that provides funding options for ambitious businesses. A core activity for the company is a research and due diligence process that identifies and assesses new businesses to invest in. In order to streamline and standardise a process that was primarily carried out by email and was highly inefficient, we were asked to create a digital workplace application that would automate the eight steps of the process and ensure staff follow correct procedures.
We used Microsoft Teams to create a place for templates, information and documents relating to each step, with automation ensuring each stage has been completed. The intranet also plays a key role. A custom SharePoint Online page displays key data about each target acquisition, including the stage at which the opportunity is at, and provides access to the relevant Teams space. This seamlessly integrates the due diligence process into the intranet, with users viewing key information and feeling they are accessing one system.
4 ?WhatIf! – an Office 365 intranet that enables Knowledge Management
Knowledge Management (KM) has been around for nearly twenty years but many organisations still have not quite nailed down a successful way to find, capture and re-use valuable knowledge that is generated through everyday work, collaboration and projects. Intranets are often a part of the solution, and regarded as a key channel in knowledge-sharing.
?What If! helps organisations to innovate new products, services and ways to operate. The team engaged us to deliver a new modern intranet that would integrate with Office 365, but they also wanted to solve the conundrum of how to manage the knowledge that emerges from projects. With Microsoft Teams being used for project collaboration, we built a compelling new intranet based on Livetiles intranet-in-a-box that also incorporated a simple but highly effective KM solution. In a special folder in Microsoft Teams, project teams can add valuable knowledge documents that can still be accessed once a Teams space has been archived.
On the intranet each project has its own page; these are automatically created with key data and have all the valuable knowledge documents accessible, all tagged with the correct project metadata. A custom search also helps employees find project files based on different criteria, increasing knowledge flow and exploiting the link between a SharePoint Online intranet and Microsoft Teams.
5 Haines Watts – an Office 365 intranet with onboarding workflows and bots
Office 365 provides organisations with a flexible and ever-expanding get of tools and services that help build up digital workplaces over time, for example increasing collaboration or using workflow to digitise simple processes. A SharePoint Online intranet that sits alongside Office 365 can also take a similar approach, using the easy ability to integrate with Office 365 tools and other elements of the Microsoft stack to keep on extending the power of the intranet.
At UK accountancy firm Haines Watts we had already deployed an Office 365-based intranet that was full of useful features, but we continued to add new functionality. One of these was the introduction of a simple workflow tool that leverages Office 365 and can be used by non-technical staff to create workflows to help improve processes. For example, employee onboarding is made easier by using forms, documents and data capture across seven steps to manage and automate the onboarding process for a new starter and notify all the various parties that need to complete actions. This framework can be repeated for other types of processes such as ordering a company credit card, with the client able to create the workflow themselves.
Further extending intranet capability, we also deployed a chatbot to help employees ask questions. Named after Haines Watts founder, Cyril is accessible from every page through a chat facility and uses Microsofts natural language framework LUIS to help employees find what they need. We designed and helped train the bot. Cyril has become more sophisticated over time through machine learning and added capabilities, again turning the intranet into a versatile platform to drive information flow and process efficiency.
6 Moving Made Easy – an Office 365 intranet that powers core operational processes
Sometimes your Office 365 intranet can actually be your digital workplace, with the ability to carry out all your core processes and activities without entering another system. This can be the case where you have unique needs to meet and where a customised intranet and digital workplace completely configured around the way you work makes sense. Although this approach will not be applicable to all companies, it can deliver significant efficiencies and support digital transformation.
Moving Made Easy help house builders sell their homes by assisting customers with the sale of their existing homes. We helped them replace their ageing property management system with a new highly efficient intranet and digital workplace based on Office 365 where employees can carry out all the major activities associated with selling a house. Taking an end-to-end approach for the process for each individual sale, integration with external systems and automation has helped to increase productivity. Dashboards and reporting through Power BI has also given management a powerful overview of data, and even created different views for customers to check the status of their sale. We’ve also continued to work with the client to expand and improve the digital workplace, providing a system which has had a major impact on the daily work.
Need other Office 365 intranet examples with screenshots?
Case studies and screenshots can provide a good reference point for what is possible with a modern intranet on Office 365, as well as revealing good practices and impactful approaches. If you need other examples of great intranets why not check out our full list of case studies. Alternatively you can also get in touch.
Lightspeed
Modules
Level-up and maximise the value of your SharePoint
and Microsoft 365 intranet with Lightspeed Modules.
Looking for a fast and easy way to set up a Office 365 intranet?
At Content Formula, we have recently introduced our own intranet product Lightspeed Modules. Lightspeed Modules adds custom web parts to your intranet, effectively extending the value of SharePoint, and filling many of the gaps in branding, design and functionality.
Because Lightspeed Modules provides a complete set of web parts to support a SharePoint Online intranet, it can prove to be highly cost effective, because it reduces the need to purchase a more expensive “in-a-box” intranet solution.
If you would like to find out more about Lightspeed Modules or any of our other services, get in touch. We’d love to hear from you.
Find out more about our Office 365 intranet services...
Request a call back with one of our Office 365 experts, for a free consultation about your business.
Business automation and process improvement are key reasons why organisations launch Microsoft 365 and create intranets. They want to reduce costs, save time, increase productivity, speed up end-to-end processes and remove frustration for users.
Microsoft 365 customers have an incredibly powerful platform from which to start automating business processes, both simple and complex. Using different combinations of features and capabilities, you can make a real difference to your digital workplace, organisational efficiency and employee experience. The opportunity for business automation extends to some of the products that work alongside Microsoft 365, such as LiveTiles intranet, LMS365 or the Xoralia policy management tool, mainly because they are based on 365 technologies like SharePoint and Power Automate.
It’s also worth noting that Microsoft’s continuing investment in the 365 platform and Microsoft Teams means new opportunities for automation are opening up. For example, the Microsoft Viva suite of apps is providing exciting opportunities to increase productivity and improve employee experience, while Power Virtual Agents allows every organisation to leverage the power of bots. In fact, when we first published this post, we included 19 opportunities, but we’ve since expanded this to 25.
Let’s look at some of the processes you can automate, based on what we’ve seen with clients and other organisations. Just to be clear, there is a lot you can potentially do these ideas are just for starters!
1 Updating key business policies
Many intranets have a central library of key business policies. It’s important that these are kept up to date; there may be regular reviews in place to ensure this happens. Automated reminders to content owners based on review dates introduce an automation layer to support an effective central policy library.
Potential tools to use: Xoralia policy management tool, SharePoint, Power Automate.
2 Monitoring mandatory reads
Sometimes, it’s important for employees to read particular content for compliance, regulatory or risk reasons: perhaps a new policy, an important update or a critical communication. Monitoring who has confirmed they have read the content can be a real administrative burden. Automating this process saves vast amounts of time and effort. This can involve sending targeted reminders based on Active Directory (AD) groups to those employees still to confirm the mandatory read, and producing real-time progress reports.
Potential tools to use: Xoralia policy management tool, SharePoint, Power Automate, Power BI, Azure Active Directory
3 Adding document metadata
Having the right metadata for documents helps with findability, but also gives users important information about the content; it may define displays in web environments, and support other outcomes such as targeting. Getting the right metadata on a document is something some organisations struggle with, especially if it all needs to be done manually.
Automation can really help add accurate document metadata. For example, if there is metadata associated with a project and a new document is added to the project workspace, the document may be able to inherit that metadata. There are also opportunities to use AI to suggest the right metadata to add through the SharePoint Syntex service.
Potential tools to use: Power Automate, SharePoint, SharePoint Syntex
4 Archiving content and data
Governance around the archiving and deletion of content and data is critical for keeping your digital workplace tidy, aligning to company retention policies and enhancing findability. Adding some automation to this process really helps so that documents, content and spaces are automatically archived based on different criteria (including review or approval from the content owner).
Potential tools to use: Power Automate, SharePoint
5 Updating employee profiles
The employee directory and profiles are a staple of the intranet environment, but the best ones always represent the one source of truth of HR data so that profiles are always accurate, and employees don’t have to complete information across two systems.
Updates to your HR system containing individual employee data should always be reflected in individual employee profiles. For example, an update to a job title in the HR system should also be displayed on the intranet, ideally in real-time.
Potential tools to use: LiveTiles Directory, Delve, Custom-built solution, Active Directory
6 Requests and approvals
This is perhaps the most common form of process improvement driven by intranets and Microsoft 365, using forms and workflow to deal with requests involving everything from booking travel, to organising annual leave, to requesting stationery, to ordering lunch for a client meeting. Usually, these requests need to go through an approval process. In many organisations, there will still be request and approval processes which are done using email or even paper that are just waiting to be automated. Increasingly, requests and approvals are being dealt with through chatbots that might be accessed through Microsoft Teams, or even through a mobile app for frontline staff.
Potential tools to use: Microsoft Forms, Power Automate, SharePoint, Power Virtual Agents, Microsoft Teams apps
7 IT and facilities performance monitoring
Performance monitoring of different systems is an obvious area to automate, using dashboards to provide reporting and notifications when things don’t look right, based on different rules. We’ve seen many examples of this, including the monitoring of load times on different web channels or servers, or reporting on the temperature of different parts of a building.
Potential tools to use: Power BI, LiveTiles Intelligence, SharePoint, Azure application insights
8 Microsoft 365 adoption reporting
Unsurprisingly, digital workplace teams are always interested in driving adoption of Microsoft 365 and its constituent tools. With so many tools and channels in operation, automated reporting of the use of different applications and channels via a customised dashboard is almost always of interest to teams. Increasingly, some of the behaviours of Microsoft 365 are being rolled into the new Viva Insights tool which focuses on collaboration, productivity and wellbeing, offering some organisation-wide analytics.
Potential tools to use: Power BI, Microsoft 365 out-of-the-box, Viva Insights
9 Logging support calls
There are already systems like ServiceNow which allow users to log issues and automatically raise tickets for IT, HR and other support services. The ability to raise tickets is usually a prerequisite for running any scalable helpdesk or support service, and integrating this automation into your intranet or Microsoft Teams can be helpful. Increasingly, support calls are also being logged through chatbots. More lightweight processes might not always warrant investment in a separate system. In these instances, using your intranet platform or Microsoft365 may make a lot of sense as an affordable system to log support calls, and automation can really add value.
Potential tools to use: Microsoft Forms, PowerApps, Power Automate, Power Virtual Agents, Microsoft Teams Apps
10 Centralising notifications from different systems
Information overload is still a real issue for many users, especially with an overwhelming email in-box. Many users find it hard to keep on top of all the automated notifications, alerts, approvals and actions needed across a number of disparate systems.
Having a focused activity stream, list of notifications or notification dashboard from systems in one place (universal inbox) that can allow users to organise all the things they need to do, and ensure approvals are made more speedily. Here, there are an increasing number of options to deliver this capability within Microsoft Teams, to frontline staff via a mobile app or through a chatbot facility where employees can complete simple transactions.
Potential tools to use: Power Automate, PowerApps, Microsoft Teams Apps, SharePoint, LiveTiles Everywhere, Power Virtual Agents
11 Financial reporting and monitoring
Financial reporting is an obvious use case for a dashboard which can have considerable value for senior management and finance departments, helping to drive accountability and support decision-making. However, dashboards with simplified financial and performance data such as sales can even be presented to users on the intranet homepage as a way of keeping everybody up to date. This form of automation almost always has value.
Potential tools to use: Power BI, SharePoint
12 Marketing automation
Marketing automation is on the wish-list of most marketing functions, but is not always put into operation. Marketing automation can be powerful in saving time and supporting your sales funnel. It can range from the simple (sending out an automatic email based on the completion of a website form) to the sophisticated (sending out a targeted message based on a range of user behaviour). Reporting on the success of your efforts is also automated.
Potential tools to use: PowerApps, Power Automate, Power BI, Microsoft Dynamics, Outlook
13 Tracking assets
IT departments often need to track and manage the assets which are given out to users, including devices, equipment, software licenses and more. It’s incredible how many teams still rely on spreadsheets and email for this exercise, even though there may be some workflow in place to issue devices for new employees. Automating this process allows you to use one source of truth for keeping track of your assets alongside stakeholder and user reporting. You can also potentially integrate this with the process for users requesting new assets, as well as the employee onboarding and offboarding process.
Potential tools to use: PowerApps, Power BI, Power Automate, Microsoft Forms, Power Virtual Agents
13 360 appraisals
360 appraisals tend to be a process-heavy exercise involving data input from different users, reporting, approval workflow, notifications and the need to store all the data in a core system of record. In other words, 360 appraisals are ripe for automation and improvement! Appraisals can be cumbersome and time-consuming, so anything which makes them easier for everybody is welcome.
Potential tools to use: Microsoft Forms, Power Automate, PowerApps, SharePoint
15 Document building
Building model documents based on different criteria is a theme often found in knowledge management. It’s of real interest in certain sectors, especially professional services, but also functions such as in-house legal teams. Being able to build automated documents like contracts and agreements based on different metadata (e.g. client name or document type) can help maintain document standards, as well as save huge amounts of time.
Often, the model document produced is a starting point which must still be completed and checked, but the process automation adds a lot of value.
Potential tools to use: PowerApps, SharePoint Workflows, Microsoft Office, Power Virtual Agents
16 Know Your Client
Know Your Client (KYC) is a standard process carried out by some companies as part of the due diligence and procurement process to onboard new clients, suppliers and vendors, and minimise risks involved. KYC may involve interrogating external databases with company information, and performing credit checks. The extent to which KYC processes can be automated varies, but there is usually scope for speeding up the process, such as using a chatbot to gather initial information or running the process through Teams if that is the system where most work gets done.
Potential tools to use: Virtual Power Agents, PowerApps, Power BI, Microsoft Forms, Power Automate, Microsoft Teams apps
17 Resource planning
Resource planning for projects, teams and initiatives can be challenging, particularly if relevant information is scattered around different systems. For example, you may want to view core information from your HR platform, timecard systems and details of expertise from people profiles to help you assemble the right team and check availability.
Automating reporting with data from various systems to help with resource planning and specific views to aid team selection can be very powerful, helping you to create the best teams while ensuring capacity. This can be extremely valuable for managers and frontline teams where shift work is involved, or for businesses with a lot of seasonal work or intense projects.
Potential tools to use: Power BI, Microsoft Planner, Power Automate, Microsoft Shifts
18 Project management
Project management is a broad activity which is key to the way many companies operate. Microsoft 365 can help with many aspects of project management, including providing the base for some automation. For example, some companies might choose to automatically create a collaboration space whenever a project is set up in their financial management system or equivalent, or choose to integrate real-time budgeting and financial or timecard information within their project space. This helps to embed collaboration and dashboards right into the project management processes, as well as drive efficiencies.
Potential tools to use: Microsoft Planner, Power BI, Microsoft Teams, Microsoft Project, SharePoint Online, Outlook
19 Employee onboarding
Having a formal employee onboarding programme drives efficiencies and make new starters feel welcome, supporting better employee retention. With so many checklists and tasks to complete and information to provide, there are myriad processes which can be automated or semi-automated even before a new hire’s first day. Ensuring that employees fill in the necessary forms before they start and in their first few weeks (and ensuring this information goes to the right people and systems) is a great starting point. They might need to read a policy, take a course, review information on the intranet, complete their contact details, supply particular forms and more. Some organisations particularly with frontline employees choose to invest in a dedicated employee onboarding app for this.
Potential tools to use: PowerApps, LMS365, Xoralia policy management tool, Power Automate, SharePoint Online, LiveTiles content targeting, Power BI
20 Employee offboarding
Employee onboarding gets a lot of attention, but offboarding also involves multiple processes, including ensuring equipment is recovered and sent back, completing any necessary paperwork, making adjustments in different systems, carrying out an exit interview or even issuing an invitation to join the alumni programme. This is another process where automation can streamline interactions, workflows and reporting.
Potential tools to use: Power Automate, Microsoft Forms, Power BI
21 Collecting data from the field
Sometimes, field workers or mobile employees may need to file reports with data collected when they are out and about, such as engineers making site inspections. Ideally, data should be gathered and inputted directly into mobile devices. Automation can make sure this information appears automatically in documents, databases, dashboards and even workspaces.
Potential tools to use: PowerApps, Microsoft Forms, Teams Apps, Power Virtual Agents, SharePoint, Power BI
22 Learning and development administration
Learning and development is a critical part of employee and organisational life. However, it can take a lot of administration effort, particularly when enrolling employees onto mandatory training (which can occur annually), monitoring progress and completions and reporting sometimes even to external bodies – for compliance reasons. Automation makes a lot of sense in enrolment and tracking, especially when targeting different courses to different Microsoft AD groups. Although it’s early days, learning automation might also involve Viva Learning in the future as its capabilities evolve and develop.
Potential tools to use: LMS365, SharePoint, Power Automate, Power BI, Microsoft Viva Learning, Xoralia policy management tool, Azure Active Directory
23 Keeping groups and lists up to date
Group and list management is often a time-consuming activity and can incorporate multiple aspects of your digital workplace, including e-mail distribution, content targeting, personalisation, security and permissions, subscriptions, employee directories and more. Groups can be highly dynamic, based on joiners and leavers, internal moves and individual preferences. Ensuring your Azure Active Directory groups are fully up to date and mirroring your needs is key. Here, automation is a must, including synchronisation with your HR system of record, as well as facilitating elements such as default membership of different communities, enabling topic subscriptions on your intranet and more.
Potential tools to use: Azure Active Directory, Power Automate, SharePoint
24 Meetings
We spend so much of our time in meetings, yet very little automation outside of what happens when you use Outlook tends to be applied to meeting booking, even though this is an area where there are multiple opportunities to improve processes. Automation could be applied to booking equipment, creating a space, sourcing tools such as whiteboards (if for a virtual meeting), diary management, sending out reminders, constructing minutes, determining agendas, regulating the number of people in the office (due to COVID restrictions), gathering pre-meeting data and even organising travel arrangements.
Potential tools to use: Power Automate, Outlook, Microsoft Forms
25 Knowledge Management
Viva Topics is an intriguing new part of the Viva suite of employee experience apps that uses AI to automate the presentation of content and identification of experts on different topics, and presents this information to users. In a way, this represents the partial automation of knowledge management, and is an exciting prospect. However, it comes with a caveat: Viva Topics is not plug-and-play, and requires active and ongoing knowledge curation, plus a necessary level of content, to get value out of the tool.
Potential tools to use: Microsoft Viva Topics, SharePoint
Microsoft 365 is a productivity and automation platform
You can do so much with Microsoft 365, providing a digital workplace where you can drive automation, reporting and more. In fact, there’s so much to automate, it can be hard to know where to start! If you’d like to discuss using Microsoft 365 to automate key business processes across your digital workplace, then get in touch!
Find out more about our Microsoft process automation services...
Request a call back with one of our Microsoft 365 experts, for a free consultation about your business.
Please note: for the most up-to-date information about Power Apps and its latest features and functionality, please see:Micrcosoft Power Apps
Power Apps is yet another offering from Microsoft associated with the Office 365 suite of tools that delivers exciting opportunities to build custom apps, drive process automation and create efficiencies for businesses of all sizes. We often find ourselves in conversations with clients and organisations either curious about Power Apps or with business issues where Power Apps could make a real difference.
To give clients an overview of Power Apps and its possibilities, we’ve written this article to explain what Power Apps is and how you can use it in your business. This is part of our occasional blog series on the fundamentals of the individual parts of the Office 365 universe. You may also be interested in our posts on Microsoft Teams, Microsoft Graph, and Flow.
What is Power Apps?
Power Apps is a tool that allows you to create custom apps, leveraging many of the features of the Office 365 and Microsoft platform. Apps can be accessed via mobile devices or via the browser.
What sets Power Apps apart from other offerings is that while it can be used by developers, it can also be used by non-technical employees such as business analysts. This means that it is quite possible for a Power Apps power user to create a custom app. Just like its Microsoft cousin Flow, Power Apps is successfully bringing the power of process automation to a non-technical audience.
Having said that, realistically users will need to have some technical understanding, training and appreciation of the tools and data they are working with. There’s a long way to go before everyone is creating their own apps and realistically you may need to bring in developers to work on more complex functionality.
Microsoft defines Power Apps as a suite of apps, services, connectors and data platform that provides a rapid application development environment apps for your business needs. While you can add integrations with other applications, a key strength is its ability to build apps based on Office 365 and also Microsoft Dynamics 365. If you have a particular process that uses different parts of the Microsoft universe, for example SharePoint Online, Excel and Dynamics 365, then an app based on Power Apps has the potential to bring them all together for your users in one handy, convenient experience.
The beauty of building your own app is that you can also make sure it is completely wrapped around your organisations unique user needs and the way your employees work.
Features
Similar to Flow and other Office 365 automation tools, Power Apps comes with features and tools to help create apps that don’t require any coding. These include:
a library of sample apps that you can work from as a starting point and then customise
a library of over 200 connectors to integrate data and systems including those across the Office 365 universe
an easy drag and drop interface for the creation of apps
close integration with other Office 365 and Dynamics tools
good support structures, including an active Power Apps community.
Canvas and model-driven apps
There are two ways to develop Power Apps via the canvas approach or the model-driven approach. The canvas approach is a bit like working from a blank canvas where you connect data sources, add workflows and create interfaces for your app using the drag and drop interface, potentially relying on the library of standard connectors.
Leveraging the connected world of Office 365 allows you to even create canvas apps within other tools such as SharePoint as the starting point. Using the canvas approach also gives you complete control over an app you’re creating from scratch.
More recently, the model-driven approach for creating apps has been introduced. Originally a feature of Microsoft Dynamics, this approach leverages Microsoft’s Common Data Service which already has information on the various forms, data structures and business rules you have already defined, and then allows you to start building your app on top of this. In this way the structure and data lead the creation of the app, a very useful approach when you are relying on potentially complex underlying data for your app, for example stored in Microsoft Dynamics.
How can my organisation use Power Apps?
Power Apps can be used for multiple processes involving workflow, automation, data visualisation and reporting, collaboration and more. It could involve teams, field workers, your management team and even your customers. Use cases can range from the relatively simple to the highly complex. You can both be improving the basics or also be highly innovative. Power Apps can be experienced as a mobile app, a website or even within an Office 365 tool like Microsoft Teams.
An AI Builder capability allows Power Apps to tap into Microsoft’s AI and machine learning frameworks and develop smarter, more advanced apps. For example, Microsoft cite the ability for AI to analyse and categorise your customer feedback responses and then take particular actions, helping to bring marketing automation to the next level. They also quote a real example of how Power Apps injected with AI is helping workers in a manufacturing and distribution unit identify and track product items just by taking a photo. Additionally, there are opportunities to integrate blockchain (via Azure Blockchain Services) to develop even more specialist apps.
Microsoft has also announced Power Apps Portals, the ability to create websites aimed at external employees, in the same way as Power Apps. This feels significant to us, connecting customer actions on a website directly to internal and back-end processes, marketing automation and more. For example. if you set up a customer feedback portal using Power Apps Portals, you could create some pretty intriguing and powerful workflows and actions.
Should you leverage the power of Power Apps?
You should definitely leverage the power of Power Apps. We love working with Power Apps and our clients tell us they love the results. Were confident that you’ll love Power Apps too, creating compelling apps that will help simplify ways of working, drive customer service and more, potentially becoming more sophisticated as you expand capabilities with AI and website integrations later down the line.
If you’d like to discuss with us how you can use Power Apps to help your business then get in touch!
What intranet design works best for you?
Hopefully, we’ve given you some ideas for intranet designs and some of the factors to consider when designing your homepage. What one works best for you? If you’d like to talk to us about intranet homepages and intranet design, then why not get in touch?
Find out more about our Power Apps services for your organisation...
Request a call back with one of our Power Apps experts, for a free consultation about your business.
Adoption and change management (ACM) is an essential activity in ensuring that your Office 365 implementation is successful and delivers the enterprise-wide benefits and ROI expected by your senior stakeholders. Office 365 opens many opportunities to raise productivity, drive innovation and transform collaboration, but this often requires users to learn how and when to use new tools, adopt new behaviours and gain confidence across the digital workplace.
Successfully changing user behaviour is never a given and is rarely mandated; employees are also usually very busy, frequently overworked, and already bombarded with messaging relating to other change initiatives. Digital workplace teams need to work hard to gain the attention of employees, win over hearts and minds, and continually reiterate messaging to truly embed behaviours.
Here at Content Formula, we’ve implemented hundreds of Office 365 / Microsoft 365 projects, often supporting the ACM work stream with launch, support and training activities. In this post we’re going to explore seven tactics that we’ve seen often work.
1 Involve and train your champions
In our recent post about how to drive Office 365 adoption and change management, one of our eight essential elements was “top-down and bottom-up communications”. While you must show a tool has the support of senior leaders, bottom-up messaging from peers also helps to drive adoption. Involving a network of local champions and ambassadors who can frame their messages using scenarios, use cases and terminology that makes sense to different locations, functions and teams, will make change communications far more relevant across a diverse workforce.
Hearing a recommendation from a peer also can also give s a message more authenticity, while champions can also provide some local support by answering questions and even performing some training. We’ve seen many times how a a network of enthusiastic champions makes a real difference in an Office 365 roll-out and helps small central digital workplace teams achieve more.
Successful champions tend to be recruited on a voluntary basis rather than being “conscripted”, and central teams are often surprised about how enthusiastic and energetic they can be. Training and engaging them through formal and top-up virtual sessions, assets such as slide decks, maintaining a support community, and recognising the contribution of individuals, are all tactics that can help.
2 Focus on real use cases rather than concepts
All too often Office 365 change management campaigns centre on higher level concepts such as “increasing collaboration” and “working smarter” and “increasing our productivity”. These messages are all benefits of the platform, but they need to be communicated in conjunction with specific use cases that resonate with employees and illustrate the tangible benefits of the 365 platform. In this way, users can more easily see “what’s in it for me” and how Microsoft 365 and its tools will impact everyday working practices.
For example, your new digital workplace might help users to see all their notifications in one place, find the contact details of a colleague, ask a question to an expert, see the latest news, support a professional community, make it easier to manage a project, or use a whiteboard in a virtual meeting. All these are real world use cases that illustrate the benefits of a platform and support adoption efforts.
3 Creating engaging campaign assets
Creating engaging campaign assets to increase awareness of the launch of Office 365 or some of its constituent tools such as a SharePoint intranet or Yammer can support adoption and change management efforts. Eye-catching images, imaginative concepts, relevant and relatable messaging and consistent themes across multiple formats can all help to drive curiosity, spread information and even create a “buzz”.
There are a number of different types of assets that can be created, including:
Page tours that walk users through new features on first logging into a site, for example an intranet
Promotional banners that can appear across your digital channels
A training centre with self-serve resources – see below for more details
“How to” videos that are instructional, but also might explain the “why” and the related benefits of a tool
Tailored training to special groups including digital champions, content publishers or managers
Lock screen graphics to reiterate messaging across the office
Even a Q&A chatbot that can answer questions about Microsoft 365 or tools within it.
We’ve produced all of the above for different clients, and each has proved to be successful. We can help produce these for you as part of our new Office 365 ACM service.
4 Plan out your reinforcement activities
When we support our clients with Office 365 ACM we follow the ADKAR framework – a leading change management model based around five stages (Awareness, Desire, Knowledge, Ability, Reinforcement). This last “reinforcement” stage is very important as it truly embeds changes in user behaviour for the longer term; without it, any initially promising adoption levels from your first launch efforts can start to wither.
From the outset, always plan some reinforcement activities that follow your initial launch period to remind users of your core messaging on an ongoing basis, building on your earlier efforts. These activities could include:
recognising adoption efforts such as highlighting teams who have used the platform successfully
leading engagement-led activities that encourage people to use tools such as a mini-campaign to get people to complete their profile
providing ongoing support, for example through an online Yammer community.
5 Plan self-serve resources
Self-serve resources can support adoption for users, as well as special groups like content owners and publishers, by providing information on how to use Office 365 tools, which tools to use for what purpose, and the benefits of each. Creating a self-service SharePoint site or intranet site aimed at your users, with an additional site for your content publishers, can prove to be a valuable resource that IT support helpdesks and digital workplace teams can point people towards. These resources are not only useful in your initial launch, but also an ongoing basis.
For example, when we helped Entain Group launch their Entain.Me digital workplace, we created a site for content publishers called “Entain.Me Guru” with how to guides, help videos, recordings of publisher training sessions and an embedded Yammer feed from a publisher support community. The site was created in the run up to launch but has remained live as an ongoing reference point.
6 Use Office 365 to drive usage of Office 365
The Office 365 platform itself can actually support some of your Office 365 ACM activities. For example, Yammer groups make excellent user or community support groups, while a SharePoint site is the obvious choice for a learning or knowledge-focused resources site. Taking an “eat your own dog food approach” and using the very tools that you are trying to promote to drive your ACM efforts sends the right message to both users and stakeholders, and can even get employees used to using the relevant tools.
7 Ring fence your ACM budget
As a rule, adoption and change management activities relating to Office 365 are sometimes not adequately budgeted for. The extent of ACM effort needed tends to be either underestimated or does not extend for a long enough period. Another danger is that there are other unexpected costs aspects of the project that emerge which were not budgeted for; these then end up eating into the ACM budget, which tends to be regarded as expendable, compared to other workstreams within your project. If you do have an ACM budget, ring fence it to ensure that it doesn’t get spent on other project aspects and that the spend is dedicated to critical ACM activities.
Need help with your Office 365 change and adoption? Get in touch!
We know how important adoption and change management is to the success of Office 365; this is why we’ve created a new Office 365 ACM service that assists with everything from planning your strategy to creating engaging campaign assets to providing ongoing support. If you’d like to discuss this or any aspect of growing your Office 365 adoption, then get in touch!
SharePoint intranet governance covers three of our favourite topics: SharePoint, intranets and governance! Governance is one of the key elements for the success of any SharePoint intranet – it covers the policies, processes and roles that ensure your intranet works optimally, keeps its strategic value and contains great content.
In the past, we’ve written extensively about the elements you need to include in your intranet governance framework, as well as governance for other 365 tools such as Microsoft Teams. In this post, we’re going to explore some of the primary elements you need for SharePoint intranet governance, although there may be additional elements needed depending on what you use your SharePoint intranet for.
1 Strategic bodies and cross-functional groups
A SharePoint intranet is a strategic, enterprise-wide investment that has both direct and indirect stakeholders. When driving buy-in across the organisation and ensuring alignment with corporate strategy and other initiatives and roadmaps, involving cross-functional groups in your SharePoint intranet governance has real value. Typically, this might include members of Comms, HR, IT, Knowledge and other support functions.
Depending on your size, culture and needs, as well as the maturity of your intranet, there could be two groups: a higher level steering group that discusses strategy and meets, say, quarterly, and an operation-focused working group that meets more regularly. There is likely to be information flows and escalation of different issues and decisions concerning the intranet between the two.
2 Information architecture, site scope and hierarchy
Information architecture is always a critical part of any intranet, for example, in defining the navigation. It’s also very important in determining the different SharePoint sites that comprise your intranet, and, if you are using SharePoint Online out of the box, the hierarchy of hub sites and ultimately the home site that can define your SharePoint homepage.
You may also need to decide on the scope of the intranet if you have existing SharePoint sites that sit outside the intranet estate. Card sorting exercises and further testing are a good way to ensure that your information architecture is user-centric. For your SharePoint site hierarchy, how you want internal comms news to roll up to different hub sites within your intranet can also have an influence.
3 Search and taxonomy
SharePoint search is increasingly being used for your intranet search, and it definitely needs governance to scope its limits as SharePoint search can extend right across your 365 tenant. Sometimes, this can lead to issues if files on SharePoint sites outside the intranet aren’t security-trimmed with the right permissions, as they can be suddenly exposed via search.
You may have some taxonomy items that are controlled via the SharePoint Term Store that contribute to findability; the definition and management of these terms will also need to be part of your SharePoint intranet governance framework.
4 Relation to other M365 channels
Office 365 and Microsoft 365 tools are increasingly integrated, and have some overlapping capabilities. In terms of governance, it helps to map out the relationship between SharePoint and other tools and channels in terms of integrations, user experience and which tools gets used for what content and communications. For example, you may want to delineate between when Teams gets used for more local, team-focused content and when your SharePoint intranet gets used for content that is of wider interest.
You may want to clarify the relationship between Yammer and SharePoint – when do you use SharePoint commenting, and when do you use Yammer? How are Yammer sites integrated? The future relationship between your intranet and Viva Connections may also need to be decided, as well as how you evaluate and introduce future additional tools and features to the 365 suite.
5 Personalisation and targeting
A successful SharePoint intranet will rely on personalisation and audience targeting to deliver a relevant experience with related content. The approach to personalisation and ensuring the integrity of your data needs to fall under your governance framework in terms of which groups to target, how this relates to other Office 365 groups, how the right metadata and tagging is added to content and how your Active Directory data is kept up to date, for example, by synchronising with your HR system of record. The tagging you use will also need to be aligned with your information architecture; this falls under how you control your taxonomy.
6 Approach to customisation, plug-ins and integrations
Many intranet teams are now choosing to use SharePoint Online straight out of the box, although others will use an additional “in-a-box” product like LiveTiles. In both these scenarios, some limited customisation might be in place to enhance design or add new features. Plug-ins might be utilised, and most intranets will also introduce some integrations.
In order to ensure there is tight management of the platform’s upgrades, as well as to ensure a good user experience, there needs to be governance in terms of control over what level of customisation is allowed, which plug-ins are in use and the integrations that are employed
7 Roles and responsibilities
A central part of any SharePoint intranet governance framework is working out all the different roles and responsibilities, relating to both central team and distributed roles. This needs to cover the management, content and technical aspects of all your intranet operations. Having clarity here means everybody is far more likely to meet expectations and carry out the tasks they have agreed to do, helping the intranet to run optimally. A RACI matrix (Responsible, Accountable, Consulted, Informed) is a good way to establish the different roles and responsibilities your framework should cover at a high level, including:
Strategy
Day-to-day management
Managing the intranet homepage
Central communications and content
Technical support
Development and integrations
Adoption and engagement
Design and branding
SharePoint administration
Search and taxonomy
And more!
There are many other important roles related to content governance which are also included below, and which support decentralised publishing on your SharePoint intranet.
8 Content strategy
At the root of intranet governance is a detailed content strategy that establishes what you want your intranet content to do, the benefits it will deliver, how you intend to deliver that content and how you will keep it up to date. This can cover elements such as the role of news and communications, different content types and buckets, the utilisation of imagery, how metadata is being used and even how you intend to measure success. You content strategy will be closely aligned with your digital communications strategy and your intranet strategy. From here, you can then define other content-related elements of your SharePoint intranet governance.
9 Publishing standards
Although there are many aspects of SharePoint intranet governance, ensuring the quality of your content is essential. An intranet with poor content is an unsuccessful intranet. Defining and documenting publishing standards will help ensure your intranet content is engaging, well-written, timely, up-to-date, accurate, purposeful and on-brand. Intranet teams who work with a decentralised publishing community should have detailed published guidelines available, as well as a more succinct summary of the main points to help content publishers maintain good content.
10 Content roles and responsibilities
Another key element of SharePoint intranet governance is the associated content roles and responsibilities. This might include establishing who is responsible for central content areas like your homepage, news centre and lists of apps and tools, as well as detailing the responsibilities and tasks of local publishers and individual page owners at a site or section level. Part of establishing content roles is ensuring there is clear and visible ownership of every page, driving accountability for your content.
11 Content lifecycle management processes and approvals
There should be several content processes within your governance, including any necessary approval workflows, author reviews of content, translations of content, action on user feedback about content and more. These should cover the entire content lifecycle, including archiving and deletion.
12 Terms of usage and other policies
Any SharePoint intranet governance framework is likely to need a terms of use policy for users about what they can and cannot post. This might cover acceptable usage, GDPR and privacy elements, posting copyrighted materials and also what happens if employees do not follow the terms of use. There are likely to be further related policies and processes, such as what happens when a person reports a piece of content or when content is archived.
13 Templates and webparts
You might establish site and page templates to help your publishers maintain their sites and drive consistency throughout your intranet. You may also want to restrict the use of particular web parts, although this is not always easy to do with SharePoint Online out of the box.
SharePoint intranet governance
SharePoint intranet governance can help create a successful and sustainable intranet that supports employees, drives value and provides great content. We’ve outlined some of the main elements in this post, but there will likely be other processes and policies to consider. If you’d like to discuss SharePoint intranet governance, then get in touch!
Ensuring that employees read policies is an important factor in compliance for all organisations. You may be considering using SharePoint to manage your policies or your organization may be using it now, but in either case you may be asking the question Is SharePoint the best approach?
During this webinar, we will show you how to get the most out of SharePoint when managing your policies and help your organisation to stay compliant.
We will explain why SharePoint is the best approach and cover:
Common organisational scenarios in policy management
How to get the best out of SharePoint
Is SharePoint enough?
One of our customer case studies
Book a live demo
Find out more about Xoralia policy management software
During the demo, we'll walk you through Xoralia’s various features and functionality, providing plenty of time for you to ask our experts questions along the way.
Low code development can be a great approach to deliver capabilities on a SharePoint intranet, helping to rapidly create a feature-rich environment at relatively low cost. When resources for your SharePoint intranet are tight or you are under pressure to deliver with ambitious deadlines, low code development can help overcome some of these challenges. In this post, we’re going to explore three of the main ways to deliver low code intranet development on your SharePoint intranet.
What is low code development?
Low code and no code solutions are platforms which empower IT developers and non-IT professionals alike to rapidly build apps, dashboards and sites that previously would have required a more traditional software approach. Using a combination of out-of-the-box templates and connectors, as well as intuitive authoring interfaces, these solutions enable development with minimal or no code needing to be written.
Note that there is a distinction between low code and no code in that the latter is designed for use by non-IT professionals, but in reality, this distinction can be a little fuzzy. For example, IT professionals might use a no code solution as part of their development. From here, we are going to refer to low code development to describe no code solutions too.
The attraction of low code solutions is compelling for both IT functions and business teams. By employing a decentralised, citizen-development approach to app design, they allow for the creation of more business-specific apps than would normally be possible with the constraints of current IT resources, and facilitate more rapid development at lower cost. All in all, low code development can play a part in digital transformation, and in enabling automation at scale throughout enterprises.
Microsoft 365 is an excellent platform for low code development, and many of the tools within the 365 suite are designed to be used via a low code approach. An intranet, with its enterprise reach and array of different features and content covering multiple uses, is also a good candidate for low code development. Carrying out low code development for an intranet based on SharePoint or SharePoint Online has real value.
You can carry this out in three main ways:
Using modern SharePoint or SharePoint Online out of the box
Leveraging the Power Platform
Formatting SharePoint lists.
Let’s explore each of these areas in more detail.
1 Using modern SharePoint or SharePoint Online out of the box
SharePoint Online and modern SharePoint straight out of the box is revolutionising the intranet world by providing a viable platform on which to build an enterprise intranet, either straight out of the box or in conjunction with an in-a-box product like LiveTiles. Both approaches allow you to use low code development, leveraging the native features of SharePoint.
Using a communication site, it is very easy to add and rearrange different web parts to a site or individual page simply by selecting the web part of choice, and using drag and drop. These web parts cover both SharePoint features like document libraries, lists, news, calendars, images and content spotlights, and elements from other 365 tools such as Yammer feeds. The range of easy formatting and configuration options for each individual web part allows for huge flexibility. Organisations can also deploy their own custom web parts.
The ability to add and configure so many web parts with ease means central intranet teams, IT functions and decentralised intranet site owners can create and configure sophisticated SharePoint intranet sites and pages at speed, covering the vast majority of information needs without deploying any code.
2 Leveraging the Power Platform
The low code heart of Microsoft 365 is the Power Platform, a suite of four apps that support a low code and even citizen developer approach through libraries of connectors, an intuitive authoring canvas and the ability to reuse what has previously been created. Because of the seamless integration between different tools within the 365 suite, each of the four apps provide opportunities for low code development with a SharePoint intranet:
PowerApps allows you to create specific apps that can be available as mobile apps, or be integrated into your intranet, such as an employee onboarding app to display tasks for new hires that could be embedded into the new hires section of your intranet.
Power BI enables powerful data visualisations, dashboards and reports that can integrate with your intranet to dynamically present organisational data, such as sales figures or health and safety reporting, and can also be used to manage and present intranet and engagement metrics.
Power Automate provides the ability to create automation and workflows between multiple systems that can power many capabilities across your intranet, including the ability to trigger any necessary workflows from forms that employees submit via the intranet, or present automatically updated information within pages, perhaps from another system.
Power Virtual Agents chatbots can be launched to integrate into the fabric of your SharePoint intranet, providing information to employees or delivering simple transactions.
3 Formatting SharePoint lists
Here at Content Formula, we’re long-term fans of SharePoint lists. Lists are one of the most powerful and flexible features of SharePoint, and are an excellent vehicle for storing and maintaining structured information that you might want to publish somewhere on your intranet, such as a directory of offices, an inventory of equipment or a list of relevant first aiders across each office.
Up to now, SharePoint lists have been quite basic in their look and feel, resembling online spreadsheets. But in the past few months, Microsoft have opened up options to format SharePoint lists, introducing attractive views for information presentation. Perhaps most excitingly, there is a growing library of pre-formatted SharePoint lists, some of which are offered out-of-the-box in SharePoint and include an asset tracker, an issue tracker and a travel request log.
Elsewhere, there is a substantial collection of list formats created by the developer community, which are available in GitHub with JSON code ready to copy and deploy. These cover use cases from budget trackers to London Underground train timetables, and are free and ready to use. Formats can also be tweaked right down to the column level to make any required changes.
We think list formats present an exciting and currently under-utilised opportunity for low code SharePoint intranet development. You can deploy these formats easily and quickly within SharePoint pages, saving hours of coding and creating a range of attractive and compelling information resources. When some of these lists are combined with flows from Power Automate, they are akin to intranet apps.
By creating and saving these list formats, you can start to create an organisation-specific marketplace of attractive, custom formatted list templates that your intranet publishing community can deploy directly onto pages. Alternatively, they might be saved as web parts and then deployed to different sites.
Go low code!
Low code intranet development is possible with SharePoint, with a variety of different options. It can help reduce costs, dramatically reduce the time to market and increase the business value of your intranet. It also engages owners of different parts of your intranet who can configure their sites to better serve user needs.
If you’d like to discuss low code intranet development, then get in touch!
As more and more organisations go down the Office365 and Microsoft 365 route, they realise the importance of having an intranet that integrates with the other Microsoft tools such as Yammer, Microsoft Teams, SharePoint Libraries, Planner, Microsoft Forms and even Outlook. Invariably, this means an intranet that is based upon SharePoint Online, although there are other options to explore.
Having an intranet that is built for 365 and integrates effortlessly with all the necessary tools means:
Your are provided with a seamless and less fragmented digital workplace and digital employee experience
Your intranet can provide a highly convenient entry point for the Microsoft universe, easily accessible for your entire workforce
You can present content and feeds from apps together to add context and value, for example, presenting Yammer conversations alongside SharePoint content
You can drive better findability through integrated search right across the 365 universe, simultaneous with better designed user journeys
You can fully leverage your 365 licence, allowing you to achieve ROI more easily
You can support better adoption of your tools and your intranet.
The options for your 365 intranet
Teams who are looking to introduce an intranet perfectly suited for Microsoft 365 don’t always know where to start, nor which base technology to use. Generally, if you have Microsoft 365, then a SharePoint intranet is going to be your best option. But there are a range of options to consider relating to SharePoint, as well as some slightly different approaches such as delivering an intranet through Microsoft Teams.
Let’s explore the different options for creating an intranet for Office 365 and Microsoft 365.
1 SharePoint Online out-of-the-box
One option for delivering an intranet is to leverage SharePoint Online straight out-of-the-box with no customisation. This is particularly attractive for some teams because it allows them to significantly reduce costs and fully leverage the features and tools included in their 365 licence. Avoiding customisation is another a tactical aim for most IT teams that supports easier day-to-day management of your intranet environment and avoids difficulties with upgrading.
Two years ago, a SharePoint intranet out-of-the-box simply wasn’t a viable option for most organisations, but Microsoft has invested in features which allow teams to add some of the main features of a global intranet such as a homepage and global navigation. However, using SharePoint alone could create significant gaps in the intranet experience, especially around the ability to deliver internal communications and advanced personalisation, as well as the capacity to add intranet governance to content to ensure a more successful and sustainable intranet. For more complex organisations, SharePoint Online alone may not be enough to meet all their needs.
2 An intranet in-a-box product such as a LiveTiles intranet
An excellent option for delivering a SharePoint Online intranet that offers a more comprehensive intranet experience is using an intranet in-a-box product in conjunction with SharePoint Online. This leverages the strengths of SharePoint Online, before adding a host of templates, features and interfaces which introduce capabilities for internal communicators, content owners and more. It also delivers a comprehensive digital workplace experience, and supports the more scalable and complex intranet required by most enterprises. An in-a-box product not only closes the gaps left by using SharePoint alone, but saves time and delivers an improved digital employee experience.
The in-a-box SharePoint intranet product that we implement is LiveTiles intranet, and it’s one of the market leaders. The obvious disadvantage of this approach is the additional cost of another platform; however, in our view, the advantages of using a LiveTiles intranet rather than just SharePoint actually make it a very sensible investment.
3 A fully customised SharePoint intranet
A few years ago, leading SharePoint intranets were all customised. This meant they were very expensive to implement, and projects were long and intense; they also proved hard to improve and evolve. Thankfully, the days of fully customised SharePoint intranets are long gone due to a combination of cloud solutions, agile methodologies, developments to SharePoint Modern and the evolution of SharePoint Online and Microsoft 365. In our view, it is unlikely there is a need for a fully customised SharePoint intranet nowadays, unless it is part of a very specific wider customised digital workplace such as the one we created for property firm Moving Made Easy.
4 LiveTiles or SharePoint out of the box with customisations and add-ons
While most teams would not want to deliver a fully customised SharePoint intranet, customisation does still have a role to play in creating the perfect SharePoint intranet. If you’re choosing to implement an intranet just using SharePoint Online, and even with LiveTiles, there may still be some gaps you need to fill, for example:
Very specific features, processes or experiences which are unique to your organisation
Integrations with systems and applications that are not readily available out-of-the-box
Custom features that are popular with employees and which you want to replicate from a legacy intranet
Individual branding needs
Features and capabilities insisted upon by stakeholders.
When you have these gaps, adding customised web parts or additional intranet products can provide the intranet you need. For example, we regularly deliver custom business apps for Office 365 that can also be delivered or integrated via an intranet. Intranet add-ons and products deliver real value for example, our Xoralia policy library for SharePoint intranet provides industry-leading capabilities around policy management which you can’t get from just SharePoint or LiveTiles.
5 Microsoft Teams
Microsoft Teams has emerged as the centre of many digital workplaces, particularly during the pandemic. With an eye on the huge adoption of Microsoft Teams and its ability to integrate with other digital workplace tools (both Microsoft 365 and beyond), some teams have asked us can Microsoft Teams deliver an intranet? In fact, we were asked this so many times that we held a webinar on the topic.
When we unpacked this question, we found it can be interpreted in two ways. Firstly, can you deliver the capabilities of an intranet through Microsoft Teams, and secondly, can you access and view an intranet through Teams?
The answer to the first question is not necessarily straightforward, although it’s safe to say that on balance, Teams isn’t going to deliver all the capabilities you need from your intranet, in the same way an intranet won’t deliver all you need from Teams. Again, we explore this in more detail on this blog.
The answer to the second question is more simple. It is possible to add a link to your SharePoint intranet within a Team channel, while a LiveTiles intranet is available to view within Teams. Viewing an intranet though Microsoft Teams is also possible through Viva Connections, which is explored in more detail below.
6 Viva Connections
Microsoft Viva is a recently launched employee experience platform that is still evolving. It incorporates four apps which are experienced through Microsoft Teams. One of these the Viva Connections app – is designed to create an intranet-like experience similar to Teams, and was actually originally developed as the Home Site App: a way to access and navigate resources and sites from across your organisation within Microsoft Teams. Some of the foundational work you need to do to leverage Viva Connections actually means you’re effectively setting up a SharePoint intranet anyway.
We recently covered Viva Connections on this blog as an option for intranet teams. We think it’s still early days for Viva Connections, which means there are some advantages in waiting to deploy it. We also don’t think it’s a replacement for the full browser-led intranet experience. However, it is almost certainly going to play a role in bringing your intranet to the Teams environment, and is definitely an option to watch as it evolves.
Looking for an intranet for Office 365? Get in touch!
If you’re looking for an intranet for Office 365, there a number of options to consider. If you’d like to discuss the right one for you, then get in touch!
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