How to Measure Productivity in Microsoft Office 365
Introductions
Tim Cone
Director, National Productivity Practice
Ed Senez
President, Unlimited Viz, Makers of tyGraph
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IntroducingCatapult
Transforming organizations for today’s modern
world
15,000 projects
completed over 25 years
Serving all 50 states, Canada and the Caribbean
Top .01% of Microsoft Partners with 13 Gold & 3 Silver
Competencies
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IntroducingUnlimitedViz
An Adoption Framework for the Modern Workplace
•Deep Analytics for Microsoft 365
•Customers on 5 continents with over 2M users
>Introductions
>Why measure?
>How do we measure?
>What tools can we use to measure? - Demonstrations
• Multiple Options
• Included with your Subscription, Custom Solutions, Partner Tools
>How do we improve?
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• Massive increase in employees working elsewhere
• It’s not the office
• It’s a new skill, identify teams having issues with change
• Continuous improvement
• Make sure you are getting value from your investment
Why Measure?
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Qualitative and Quantitative Measures
• Evaluate where you are before getting started.
• Establish your benchmark and user surveys.
What metrics do we measure?
“Metrics give strategy form…” be
careful not to fall into the “Surrogation”
trap of substituting metrics for
strategy… “Are Metrics Undermining your Business” - Harvard
Business Review, Sept-Oct 2019
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Measurement Framework
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Define your Success Criteria
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Success stories are oftentimes just as valuable as
quantitative measures when demonstrating
success. Throughout your rollout of new services
have your project team members and champions
identify examples demonstrating cross-functional
collaboration and teamwork.
You can do by surveying end-users about the
personal value they have achieved, monitoring
chat/conversations, and using Sentiment Analysis
if available.
Using Yammer and Teams you can easily tag
conversations with topics (such as #M365win) to
follow their progression. When doing an analysis of
the rollout, search for the topic to quickly surface
the conversations demonstrating business value.
Capture Qualitative Successes
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Success Criteria Examples
Success Criteria Areas Method Example
AdoptionUsage of the Cloud Services that you are subscribed to
correlates to user-adoption but it is difficult to determine
causation or how efficiently people are using these tools
Qualitative
• Admin Center - Limited
• M365 User Adoption - Limited
• Custom Dashboards in Power BI
• Partner Tools
Comparison of pre and post roll out usage
showing increased adoption from the baseline.
Specialized tools can show adoption at the team
or even individual level. Determine which teams or
individuals are being successful and find out why.
Cost SavingsIncreased usage can correlate to cost savings if related to
the reduction in the use of other licensed solutions.
Establishing a baseline and defining ROI involves IT and
the business to define the parameters.
Qualitative
• M365 User Adoption - Limited
• Custom Dashboards in Power BI
• Partner Tools
Quantitative Measures
Reductions in time to completion, decreased time
for completion of workflows.
Removal of licensing costs related to other
solutions that are redundant.
ProductivityDefine scenarios like decreased time for the creation of
business-critical documents, faster approvals for new
contracts or throughput for specific contributions.
Qualitative
• M365 User Adoption - Limited
• Custom Dashboards in Power BI
• Partner Tools
Quantitative Measures
Use metrics from SharePoint, Teams and One
Drive to identify when documents are created and
when they are moved to repositories.
Time from Contract request to Contract approval
Amount of time spent searching and failed search
CollaborationHow are your users jointly participating in building
information? Who’s talking to whom? How much?
Qualitative
• M365 User Adoption - Limited
• Custom Dashboards in Power BI
• Partner Tools
Quantitative Measures
Reduce number of meetings, reduction in travel
Use of Stream Recordings for note taking
Common Notes in One Drive
Ease of working with your peers
Employees
Engagement/Cohesion/SentimentHow engaged are your users, how do they feel?
Qualitative
• Custom Dashboards in Power BI
• Partner Tools
Quantitative Measures
Employee Satisfaction Measures
Amount of time spent on specific activities
valuable to your organization
Sentiment Analysis
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Priority Scenarios Example - Success Criteria
Goal Measurement
Business Value Scenario
Type of
Value Business Owners KPI Measure
Data Source (leverage the Adoption
Content Pack for M365) KPI Formula
KPI
Baseline
KPI
Target
Enabling additional customer
engagement through online meetings.
Increase
sales
Alexandre Levesque Number of meetings set
up and conducted
Microsoft Teams Number of meetings online/number of meetings 5% 55%
Increase customer engagement and
employee satisfaction (reduced travel
time)
Reduce
costs
Alexandre Levesque Number of meetings set
up and conducted
Teams and an
employee poll or survey
Number of meetings online/number of meetings
Average stated employee satisfaction
35% 70%
Increase access to information and the
ability to share best practices and learn
from each other
Increase
sales /
Reduce
costs
Pedro Correa Reduce % time and cost
to create customer-
ready content
Yammer and
SharePoint Data
Number of engaged members/total number of
members.
IP Count
45% 80%
A safe and open collaboration approach
for easy sharing of messages and news
between employees
Increase
sales
Maison Saucer Percentage of groups
that are active
Yammer Data Number of engaged members/total number of
members
Number of new posts
Number of new executive posts
0% 65%
Provide a consistent schedule and task
management application for managers,
shift leaders and employees
Reduce
Costs
Maureen Bousquet Schedules in tool StaffHub Data Number of people who have shifts in the tool/total
number of people on shift patterns
25% 90%
Improve timeliness and effectiveness of
meetings enabling faster decision
making
Increase
sales
Alexandre Levesque Number of meetings Teams Data and an
Employee Poll or Survey
% of employees engaged; average effectiveness
stated by employees
10% 85%
Desired Improvements & Outcomes - Vision
• Known Location Six Sigma Controls
• Shared Calendar
• Versioning Controls
• Search for Content and Conversations
• Quick Access to Azure Dev Ops data
• Quick Access to Shared Notes
• Reduced Email Communication
• Entire Team Access to Communication
• Easier Escalation of dependencies and bottlenecks
• Broader Awareness of project changes
• Consistency between projects
• Lower Reliance on IT
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Productivity Score
Microsoft Productivity Score focuses on two areas: the Employee experience and the Technology
experience. Both sets of information provide some visibility into how your organization works, insights
to identify where you can enable improved experiences.
Employee Experience
• Number & % in Email, Chat and Channel
• Last 28 Day Meeting participation
• # & % Collaborating, Author, Reader, Collab
• Use of Applications Across Platforms
• Primary, Academic, Supporting Insights
Technology Experience
• Legacy Technology
• Policy Issues
• 3rd Party Agents
• Network Issues
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• There is more than one way…
• Solutions Available in your Licensed Tenant
• Custom Solutions
• Solutions Available from Partners
Examples/Demos
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Iterate for Improvement – Review, Revise, Reset, Review
http://aka.ms/ProductivityLibrary
Questions