It is week 15 in the review of the CRM Field Guide chapters from the book –. This week it is the 37 page SharePoint & CRM: Better Together chapter. This chapter covers not only the integration between CRM and SharePoint but it digs into the differences and the similarities between the two as it relates to customer relationship and document management. Many times I have been asked by current SharePoint users to just implement CRM using SharePoint. And while SP can do some of the things that CRM does it neither does them completely or very well.
And the reverse is true to that CRM shouldn’t be confused with document management. It is kind of like that old saying ‘ yes you can use a hammer to drive a screw but you would be much better off using a screwdriver’.
The key benefit of the integration is Document Management.
New to OLC Accelerate? Attended previous OLC conferences and want to share your knowledge and expertise? Interested in connecting with others to discuss particular topics like instructional design, blended learning, faculty development, emerging technologies or digital literacy before, during, and after the conference? To participate, please fill out this, and we’ll get back to you with additional information. (complete PDF of all persona “maps”; individual google doc maps linked below) Red #N2O Navy #XID Burgundy #DEV Light Pink #NID Yellow #XFAC Beige #RSRCH Hot Pink #BLEND Turquoise #SVCS Light Gray #GEEK Kelly Green #LEAD Lime #LIB Royal #UDL.
How #OLCAccelerate Attendees Can Engage with OLC Field Guides Conference attendees will enjoy a guided experience that has been custom-built by peers and colleagues who seek to share their knowledge and insight, but also are experienced in navigating OLC conferences. You can participate in as few or as many Field Guide activities as you’d like, and are free to explore the different guided learning journeys integrated with the various conference tracks and networking events. We invite you to participate in a series of short and collegial engagement activities occurring before, during and after the conference. By signing up, you’ll be invited to join the #OLCAccelerate Slack team (What is?) to facilitate communication and coordination. If this sounds good, please! Interested in being part of the OLC Field Guide Program?
Please read on! Before the Conference Participants:. Participate in virtual discussion, via Slack discussion and/or synchronous virtual meeting. (What is?). Receive engagement maps targeted for specific demographics (faculty, instructional designers, administrators, library, etc.). These maps will detail pathways through the conference program that include theme-based sessions to attend in support of a specific topic or focus area. Participate in on-site and virtual networking and mentoring events.
Field Guides: The main overall responsibilities of the OLC Field Guide are to:. Familiarize attendees with the OLC conference landscape and language;. Encourage dialogue and interaction between new and seasoned conference attendees;. Help to create and distribute engagement maps through the conference program;. Guide conversations at established OLC Field Guide events;. Help attendees connect with appropriate networks; and. Support existing and mentor new OLC Field Guides.
Before the conference, Field Guides will:. Participate in virtual discussion, via Slack discussion and/or synchronous virtual meeting. (What is?). Guide the development of the OLC Field Guide operations manual.
This will help us scale and measure the effectiveness of our program!. Create engagement maps through the conference program for targeted demographics (faculty, instructional designers, administrators, library, etc.). These maps will detail pathways through the conference program that include theme-based sessions to attend in support of a specific topic or focus area. Contribute to developing logistics and resources for on-site and virtual networking and mentoring events. During the Conference Please be sure to arrive in Orlando early enough to attend our Face-to-Face Kickoff Session, at 12:00pm -12:45pm on Wednesday, November 14. Field Guides and participants are encouraged to join in as many of the following activities as they would like.
Participants:. Receive guidance before, during, and after the conference. You can use Slack for instantaneous communication to help participate in meet-ups during the conference.
Engagement maps are available, providing detailed pathways through the conference program that include theme-based sessions to attend in support of a specific topic or focus area. Join a field trip or Walk ’n Talk with a Field Guide, such as a tour of the conference area for new attendees, a trip to one of the Disney sites, a group dinner, or participate in a table discussion. Pick whatever you’d most enjoy, and explore and learn with new colleagues.
Join a table discussion during the Face-to-Face Field Guide Kickoff session of the OLC Accelerate 2018 Conference. Some tables will be focused on navigating the conference, while others will be focused on issues or challenges that arise in the pre-conference discussion of different conference streams (e.g., managing relationships between faculty and instructional designers; getting buy-in to implement analytics). Learn about how to become an OLC Field Guide for a future conference.
Field Guides:. Guide conference attendees during the conference. You can use Slack for instantaneous communication to help coordinate your meetups during the conference. Lead a field trip or Walk ’n Talk with conference attendees, such as a tour of the conference area for new attendees, a trip to one of the Disney sites, a group dinner, or lead a table discussion. Pick whatever you’d most enjoy, and share your experience and expertise with new colleagues. Contribute to social media and other channels in support of guiding conference attendees through the engagement maps, and updating maps as needed.
Whenever necessary, provide wayfinding services for attendees as they navigate through established learning pathway maps. Lead a table discussion during the Face-to-Face Field Guide Kickoff session of the OLC Accelerate 2018 Conference. Some tables will be focused on navigating the conference, while others will be focused on issues or challenges that arise in the pre-conference discussion of different conference streams (e.g., managing relationships between faculty and instructional designers; getting buy-in to implement analytics). Mentor a future OLC Field Guide.
Seasoned OLC attendees may ask about the OLC Field Guide program. Encourage them to explore what you are doing and share your experiences with them.
After the Conference Participants:. Participate in the the OLC Conference Field Guide Slack discussions. Field Guides:. Participate in the the OLC Conference Field Guide debrief session, and/or Slack discussions.
The Field Guide Pre-Conference Meeting will be announced soon for program participants. We’ll discuss:. using Slack. what to expect. engagement maps. getting organized before the conference.
and answer all your questions! After that, we hope to see you in Slack, and at the OLC Accelerate 2018 Field Guide Face-To-Face Kickoff on Wednesday, 11/14/18 12:00pm – 12:45pm ET in Orlando! Basecamp is located:.
Convention Foyer, across from registration Questions? Please ask us on Slack or email. We look forward to meeting everyone very soon! Please meet up with us on Slack! Slack is a “Team Communication Platform” (TCP), basically a chat client, but more expansive, since you can join “channels” or groups about various topics of interest, rather than just chat one-to-one.
Slack can be used via a web browser, or as its own application on desktops, laptops, mobile phones, and tablets. For the uninitiated, please demonstrating what Slack can do. We have set up a Slack team to be used before, during, and after #OLCAccelerate. We highly recommend you download the for iPhone, Android, Mac, Windows, etc.
Once you have set up your account login/password, you can visit to sign in with your new credentials on any of your devices. (Please note that you will need to sign in to the team separately on every device on which you use Slack. So, if you sign in on a phone, that doesn’t mean you’ll also be signed up when you open up the application on your desktop. You’ll need to add the team on each device, and sign in on that device to get started.) Once you have signed in, you’ll see a few default channels you have been added to.
To see what other channels are available to join, click the “Channels” link in the left navigation to browse all channels. (Channel names may not exactly match what you see in this image.) You’ll find a list of channels you can join, channels you belong to, and the number of participants in each channel. You can join as many channels as interest you – and you can always leave and re-join channels later based on your needs. You can also configure different types of notifications for each channel so that you aren’t constantly inundated with notifications.
Here are a few of the default channels and how they might be used:. #announcements will only be usable by certain OLC staff or volunteers for making announcements to the entire team.
#fieldguidecentral – Our primary channel for general Field Guide usage. This channel is not specific to a topic, such as accessibility or community college. Use this for field guide meetups or spontaneous get togethers at the event, general introductions, looking for a field guide for a specific purpose, etc. #olcvirtual – specifically for our virtual participants.
#firsttimers – a great channel for new conference attendees to ask questions. #hashtags – this channel is connected to Twitter. Every time somebody tweets about #OLCAccelerate – the tweet is posted in this channel. (You may want to turn notifications off or leave this channel – it’s the busiest!) You’ll also find channels for various personas or special interests in order to connect with like-minded folks, share ideas, and perhaps meet up in Orlando (keep in mind some of these may be sparsely populated until we get closer to the conference):.
TBD Once you have joined some channels – you can start by introducing yourself in a channel or two, perhaps posting a link to an interested or inspiring article or a question that is on the top of your mind. Share information about the conference, upcoming sessions, sessions you are excited to see, things you plan to do during the conference, etc. Just keep in mind that communication in Slack may be somewhat synchronous, but may be entirely asynchronous, too, depending on when others are online and participating.
If you have other ideas for channels or connected apps, please let us know and we’ll see what we can do. Some Slack Video Resources to get you started:. Keep in mind that if you really want to alert someone personally and quickly, you can use a direct message to that person, OR use @username in the channel to mention that person and send a notification. We are inviting everyone to start joining the Slack channels whenever you like leading up to the conference. You can share session tips, ask questions, plan meet ups and your conference schedule, etc. The Chronicle of Higher Education is the No. 1 professional source for news, jobs, and information for college and university administrators and faculty members, covering the latest news and trends in information technology, distance education, management, finance, policy, and more.
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It’s a big leap from focusing on your employee intranet portal to building a high-performing digital workplace that delivers real value. The potential benefits, however, are numerous and well worth the effort – helping your organization improve alignment of business goals, technology, and measurements to gain a competitive advantage.
But it’s not easy. Warns: “The risks of not embracing IT consumerization and mobile collaboration are twofold. On the one hand, a business that enables its workforce to collaborate better will have an efficiency and innovation advantage over one that does not. But on the other hand, levels of collaboration can actively deteriorate in organizations that make poor attempts to modernize their systems.” For Digital Workplace Heroes, taking the transformation leap and getting it right the first time can be challenging. In an effort to help, I recently collaborated with Christian Buckley, Microsoft MVP and CEO of CollabTalk, to bring you a new field guide: “.” We co-authored this guide as a practical resource for leadership teams, collaboration managers, and other business and technical leads who have been tasked with moving their company from functional collaboration toward a truly digital workplace.
The vision for the digital workplace is an organization that is: At Colligo, we have found that there is a common driving force behind every successful business transformation – a Digital Workplace Hero. In this role, your goal should be to streamline, modernize, and transform your internal systems and business practices, improving customer, partner, and employee experiences. As the leading Intranet solution, SharePoint often sits at the center of many digital workplace initiatives, providing most of the core collaboration and communication capabilities that your organization needs. However, shifting to a digital workplace is as much about process alignment and cultural change as it is about technology.
In the words for Christian Buckley, “Collaboration may power the digital workplace, but achieving your collaboration goals takes more than technology – it requires close attention to how the technology aligns with your business processes and collaboration culture.” In our new guide, Christian and I explore this topic, discuss 3 forces driving your business transformation, and recommend 3 steps to becoming a digital workplace hero. And to share your own best practices and digital workplace successes below!
Thanks again to everyone that attended my session at Microsoft Ignite 2017 last Friday. As requested, the slides presented and session recording are shared below.
The session focused on the following common scenarios and customer questions:. Governing SharePoint/OneDrive/Groups.
Sharepoint 2018 Field Guide Estate & Retirement Planning
Controlling external sharing. Restricting access to approved devices and users.
Preventing accidental information leakage. Reporting on and auditing user activity.
Managing employee termination and content retention. Lessons learned (summarized on slide 20) Here are links to the various resources that were referred to during the session:.
Hope this helps. Looking forward to seeing people at upcoming SharePoint, OneDrive, and Office 365 events.
SharePoint 2013 Consultant’s Handbook: A Practical Field Guide – Running a SharePoint Consulting Practice – Excerpt Chris McNulty, CTO, HiSoftware, USA Apr 09, 2014 This FREE eBook contains excerpts from Running a SharePoint Consulting Practice from the book ‘SharePoint 2013 Consultant’s Handbook: A Practical Field Guide’. SharePoint 2013 Consultant’s Handbook: A Practical Field Guide: After the original publication of the SharePoint 2010 Consultant’s Handbook, I received a few responses from readers who asked to hear more about how to be a consultant, or run a consulting practice. I can’t promise an exhaustive treatise. But let’s go through a few key elements. This is an advance chapter from the final edition of the SharePoint 2013 Consultant’s Handbook, released in March 2014 at Amazon.com. Chris McNulty on SharePoint Consulting Practice Chris McNulty is Chief Technology Officer at HiSoftware.
We focus on governance, security, compliance and accessibility solutions for enterprise content on Microsoft platforms, especially SharePoint. Before joining HiSoftware, I served as CTO at Dell Software.
I’m a Microsoft SharePoint MVP, MCTS, MCSE, MSA and MVTSP. I speak at lots of events, everywhere it would seem.
I wrote the “SharePoint 2013 Consultant’s Handbook” among other books, and I blog at Previously, I led the SharePoint consulting practice at KMA in Boston, Massachusetts. Conceptual design doherty and malone solutions manual. I received my MBA from Boston College in Investment Management, and have experience in financial services technology with John Hancock, State Street, GMO and Santander.
I live in Milton, Massachusetts, USA with my wife Hayley and three kids. Heaven is a long hike to the top of a mountain with a guitar, and book on early American history for the campfire, followed by a weekend on the Atlantic.