Ideas & Inspiration:
Getting Started &
Driving Success With
Power Platform At Scale
Richard Harbridge
CTO & Microsoft MVP
Richard@2toLead.com
Sat., Feb. 25, 2023 2:00 PM (EST)
#GPPB2023
My Twitter is @RHarbridge, I’m super friendly & proud to work at @2toLead.
Richard Harbridge
2toLead Chief
Technology Officer &
Microsoft MVP
Speaker & Author
Super Friendly
What are we hearing?
Power Platform
Custom code isn’t keeping
up with business demand
Industries are embracing change and technology.
0-6 Months
500 Million new apps will
be built in the next 5
years - more than all apps
built in the last 40 years1
70% of new applications developed by
enterprises will use low code or no-
code technologies by 2025. – Gartner2
1. IDC FutureScape: Worldwide IT Industry 2020 Predictions. October 2019.
2. Gartner, Forecast Analysis: Low Code development Technologies. January
2021.
Tech talent limitations
Ground up software development takes time
Surging digital demand
Security & compliance risks
Information workers use an average of 36 different cloud services at work1. This leads to
more work interruption and risks (an average of 70 security products from 35 vendors2).
Difficulty scaling
development efficiently
Budget, time and
resource constraints
Rising customer
expectations
Paper
processes
Change in workforce
expectations
IT/business
partnership
Customer need for
agile solutions
Need for
differentiation
Developer supply falling
behind demand
Security and
compliance risks
(1) The Future of Work https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE2MfkH
(2) Nick McQuire, VP Enterprise Research CCS Insight
Everyone’s platform for transformation.
No Code
Drag and drop experiences
that are like PowerPoint
Low Code
Drag and drop plus Excel-like
formulas for functionality
Code First
Professional development and
extensibility across Microsoft
Drive business
processes
Automate
response metrics
Power
Automate
Power BI
Power Apps & Pages
Power
Virtual Agents
Improve engagements with
customers and employees
Analyze data from
apps and bots
AI Builder Dataverse Data Connectors Management Tools
Cloud first, low-code apps and automation, designed for everyone
Extensibility
Connectivity
630+ 3rd party connectors, including custom and on-prem
Built for citizen developers, pro developers, and IT across entire organizations
Low-code development platforms make businesses more productive and agile.
Efficiency
Teams can simultaneously
develop apps for multiple
platforms and rapidly
provide working examples
Flexibility
Create flexible apps that
accomplish specific tasks.
That flexibility is critical for
scaling and extending apps
to quickly finish projects
Responsiveness
Easily pivot to
accommodate roller-
coaster market shifts with
new digital initiatives
Iterability
Provide customers with a
consistent, frictionless
experience using prebuilt
templates and chatbots
Low-code platforms are also a great option for professional developers. Many low-code platforms are extensible and
offer building blocks that are intended for developers to use, which makes these platforms a smart choice for any user.
What about those lower case “p” processes? How are they handled today?
Some processes are best solved by off-the-shelf
SaaS solutions
But there isn’t always “an app for that”
Some solutions leave missed opportunities for
optimization and innovation
Custom development is needed to fill these
gaps with modern solutions
Developers must find ways to connect these
siloed solutions to unlock business data
The Power Apps low-code development
platform solves this for you
The world’s most complete low-code application development platform.
650+ built in connectors across cloud/desktop flows, AI builder, Microsoft Teams, and more.
Power Apps drives
business transformation
Industries are embracing change and technology.
Tech talent limitations
Ground up software development takes time
Surging digital demand
Security & compliance risks
Reduce development costs
and increase overall productivity
188%
74%
$11.4M
ROI over three years1
Reduction in app development costs
over traditional coding services1
Net present value over three
years in a 10k person org2
1 Results are for a composite organization based on interviewed customers. The Total Economic
Impact™ of Power Apps commissioned study conducted by Forrester Consulting, March 2020.
2 Learn how professional developers reduced development costs and increased overall efficiency
using Power Apps and Azure in this 2021 Total Economic Impact™ commissioned study by
Forrester Consulting.
Power Automate drives
business transformation
Industries are embracing change and technology.
Reduce development costs
and increase overall efficiency
ROI over three years
Worker time savings over 3 years, after
applying a 50% productivity capture
Reduced errors due to increased automation
199%
$1.41M
27.4%
Results are for a composite
organization based on
interviewed customers. The
Total Economic Impact™ of
Power Automate
commissioned study
conducted by Forrester
Consulting, April 2020.
Read the study >
91% of the Fortune 500 use Power Apps to build applications.
Retail and Consumer Goods
Discrete Manufacturing
Government, Education, and Nonprofit
Healthcare
Banking and Financial Services
Professional Services
Travel and Transport
Energy
Power Platform itself can be easy to
implement, but the change it
represents is
bigger.
Sponsorship and resistance.
Power Platform
We need to anticipate it and pro-actively work to manage it.
It is the natural reaction to change.
People are comfortable with the
status quo.
Resistance is to be expected…
Anticipation allows you to be
proactive in identifying and
managing resistance.
Don’t be surprised, be prepared.
Start thinking of resistance not as
something to overcome, but as
something to uncover.
Resistance is to be expected… … and needs to be anticipated
You will love the way we work. Together.
Some are obvious like listening and understanding objectives or removing
barriers, but often we forget to focus on showing the benefits in a real and
tangible way while focusing on the ‘what’ and letting go of the ‘how’.
Show benefits in a real and tangible way
1
Address concerns and remove barriers
2
Provide simple, clear choices and consequences
3
Address resistance with communication
4
Get leadership and sponsor support
5
You will love the way we work. Together.
Some are obvious like listening and understanding objectives or removing
barriers, but often we forget to focus on showing the benefits in a real and
tangible way while focusing on the ‘what’ and letting go of the ‘how’.
Show benefits in a real and tangible way
1
Address concerns and remove barriers
2
Provide simple, clear choices and consequences
3
Address resistance with communication
4
Get leadership and sponsor support
5
IT & Leadership
We need to anticipate it and pro-actively work to manage it.
Common resistance themes Mitigation with communication
Resistance from IT, Information
Security/Information Risk Management who fear
data loss when everyone can be a developer
Ensure Central IT understand the security and governance foundation underpinning
the Power Platform. Learn more: Power Apps and Automate Admin Whitepaper
Microsoft Power Platform perceived as not a
development tool (only for proof of concepts
and demos)
Show customer examples of customers who are using the Power Platform for
production and mission critical solutions. Learn More: Power Platform Customer
Stories
Lack of leader buy-in, senior managers
potentially instructing people
not to use new options
Supervisor and manager coaching is a key component to manage resistance and
change management. Understand what the blockers are for managers to adopt the
new ways of working and help them understand ‘what is in it for me’ and why the
change is important and what role they play in making it a success.
No progress in the adoption Get a leader to support the program. Increase communication plan.
Code-first developers are worried about their
job security if other people become developers
Share how developers can add value to low code development by creating APIs and
PCF components. Learn more: Fusion Development Approach
IT & Leadership
We need to anticipate it and pro-actively work to manage it.
Common resistance themes Mitigation with communication
Resistance from IT, Information
Security/Information Risk Management who fear
data loss when everyone can be a developer
Ensure Central IT understand the security and governance foundation underpinning
the Power Platform. Learn more: Power Apps and Automate Admin Whitepaper
Microsoft Power Platform perceived as not a
development tool (only for proof of concepts
and demos)
Show customer examples of customers who are using the Power Platform for
production and mission critical solutions. Learn More: Power Platform Customer
Stories
Lack of leader buy-in, senior managers
potentially instructing people
not to use new options
Supervisor and manager coaching is a key component to manage resistance and
change management. Understand what the blockers are for managers to adopt the
new ways of working and help them understand ‘what is in it for me’ and why the
change is important and what role they play in making it a success.
No progress in the adoption Get a leader to support the program. Increase communication plan.
Code-first developers are worried about their
job security if other people become developers
Share how developers can add value to low code development by creating APIs and
PCF components. Learn more: Fusion Development Approach
Pivot Towards How Low
Cost Iterative Solutioning
Solves/Supports The
Business Not Knowing
Their Requirements Or
Processes (Scaling
Business Analysis Is A
Huge Benefit)
Power Platform Makes It
Easier But It (Arguably)
Doesn’t Really Give A
Capability They Don’t
Already Have (Risk Wise)
People Resistance
We need to anticipate it and pro-actively work to manage it.
Common resistance themes Mitigation with communication
People don’t have time
Show how Microsoft Power Platform adds value and helps them save time.
Create an organization wide program that encourages employees to participate.
Learn more: Find out how other organizations nurtured their citizen makers
People don’t know what to build
Do show and Tell Sessions. Use an Innovation Backlog to manage a list of ideas.
Organize a hackathon to discover needs and problems. Show ideas of apps that
have been built to generate ideas. Learn more: Get inspired by real-world use cases
People are not passionate, not warming up to
the idea, or don’t see the value
Reward and recognize for their hard work. Present plenty of opportunities and
varied opportunities, lots of selections and ways to get involved. Showcase the value
and art of the possible on specific use cases.
Microsoft Power Platform perceived as only for
developers
Show how anyone can quickly and easily create an app or a flow. Learn more: Create
a canvas app in Power Apps and Automate a business process with Power Automate
People are worried there will not be enough
support
Include details on how the support services will operate and provide supporting
content
People are worried there will not be sufficient
training for new ways of working
Share details about training activities and link to supporting content. Work with a
partner to offer hands-on training workshops internally. Attend a virtual “in a day”
training.
People don’t like change, they don’t want to
change. Period.
Ensure the business sponsorship through to managers is there and promote the
benefits of working in the new way. Provide information about how people can get
help (champion support, training) if needed.
You will love the way we work. Together.
Some are obvious like listening and understanding objectives or removing
barriers, but often we forget to focus on showing the benefits in a real and
tangible way while focusing on the ‘what’ and letting go of the ‘how’.
Show benefits in a real and tangible way
1
Address concerns and remove barriers
2
Provide simple, clear choices and consequences
3
Address resistance with communication
4
Get leadership and sponsor support
5
Although some successes can be achieved by a few determined individuals and teams,
you will be in a better position when a senior leader is engaged, supportive, informed,
and available to assist with activities such as:
• Formulating a strategic vision and priorities for Power Platform and low-code
• Leading by example by using Power Platform in a way that's consistent with adoption goals
• Allocating staffing and prioritizing resources
• Approving funding (for example, Power Apps Per User licenses or AI Builder credits)
• Communicating announcements that are of critical importance
• Decision-making, particularly for strategic-level governance decisions
• Resistance resolution (for issues that cannot be resolved by operational or tactical personnel)
• Supporting organizational changes (for example, creating or expanding the Center of Excellence)
To gain buy-in from your leadership team, demonstrate the impact of your Power Platform solutions, share other customer
success stories, or direct them to the Total Economic Impact report of Power Apps, conducted by Forrester, which outlines
the time, cost and productivity savings of Power Apps.
There are multiple ways of engaging and identifying executive sponsors.
Top down Bottom up
An executive sponsor may be selected by a more senior executive.
For example, the Chief Executive Officer (CEO) may nominate the
Chief Information Officer (CIO) or Head of Digital Transformation to
advance the low-code adoption.
Having an executive sponsor at the C-level is an excellent
indicator. It indicates that the organization recognizes the
importance of Power Platform as a strategic asset and is advancing
its low-code culture in a positive direction.
Alternatively, a candidate for the executive sponsor role could
emerge due to the success they've experienced with Power
Platform. For example, a business unit within the organization,
such as Finance, has organically achieved great success with
respect to their use of Power Platform. A leader, such as the
Finance Director, may then grow into the executive sponsor role by
sharing successes with other business units across the
organization.
With a bottom-up approach, the sponsor may be able to make
some progress, but they won't have formal authority over other
business units. Without clear authority, it's only a matter of time
until challenges occur that are beyond their level of authority. For
this reason, the top-down approach has a higher probability of
success. However, initial successes with a bottom-up approach can
convince leadership to increase their level of sponsorship.
Narrative Aids
Explaining the why or enticing key stakeholders and sponsors can
be tricky. Here are a few short examples of how to position, align and
explain the value (and benefit) or reason to leverage Power Platform
more that might resonate with some of the people you meet in IT or
organizational leadership roles.
Quick Examples
Integration
Capacity
Example 2
Teams
Future
Example 3
Employee
Effort Score
Example 1
“Customer effort scoring outperforms net promoter and customer satisfaction measures
as a predicting behavior.” – Harvard Business Review
High
Low High
Predictive Power For Increased Spending
Predictive Power For Purchasing
Customer
Satisfaction
(CSAT)
Customer
Effort Score
(CES)
“An Employee Effort Score will outperform the Employee Satisfaction scores in predicting
behavior (and efficacy).” – Richard Harbridge (at Microsoft Ignite 2018)
High
Low High
Predictive Power For Increased Productivity
Predictive Power For Purchasing
Employee
Satisfaction
(ESAT)
Employee
Effort Score
(EES)
Narrative Aids
Explaining the why or enticing key stakeholders and sponsors can
be tricky. Here are a few short examples of how to position, align and
explain the value (and benefit) or reason to leverage Power Platform
more that might resonate with some of the people you meet in IT or
organizational leadership roles.
Quick Examples
Integration
Capacity
Example 2
Teams
Future
Example 3
Employee
Effort Score
Example 1
When people want to see information in one place we would build, buy and implement
solutions. IT leads this and the approach takes time. Historically we would only do a few
projects a year because they were such large undertakings.
Build Business
Case
Secure Budget
(On Promise Of
Value)
Analyze Systems,
Needs &
Approach
Design Optimal
Solution
Build Solution
Test Solution (QA
& Then
Production)
Document
Deployment
Deploy Solution
(QA & Then
Production)
Deliver Value
Get Feedback
(Often As A
Separate Motion)
Past
We optimize for minimum viable product and iterative improvement today. Accelerating
IT’s ability to integrate faster and deliver value sooner via agile methodologies.
Present
Secure Budget
(On Promise Of
Immediate Value)
Build Business
Case
Analyze & Design
For Priority Needs
Build MVP Or Iterate
Solution
Test & Deploy
Solution (Often
Direct To
Production)
Secure Budget (On
Realization Of Value
& Feedback)
This is made much better by improvements in development patterns, technology, as well
as a reduction in complexity of deployment/risks.
Present
In other words, not that long ago, development and projects like ones around
integration took much longer and required far more planning and investment.
Full Trust
Code
Web
Services
Past
IT Capacity
The new models, technologies and tactics today accelerate development considerably as
we can deliver more tailored value faster, and often avoid legacy delays or complexity.
Low Code
Development
Cloud
Services
IT Capacity
Present
IT Capacity
Now it doesn’t just need to be IT who is meeting integration needs. Connectors, Power
Automate, Microsoft Teams, 3rd Party solutions, all accelerate time to value.
Extensibility
Connectivity
630+ 3rd party connectors, including custom and on-prem
Future?
As an example Power Automate allows organizations and individuals to automate workflows
that integrate with existing SaaS services and business apps that users rely on today.
Future?
Future
Now it doesn’t just need to be IT who is meeting integration (and digitization) needs.
IT Capacity
Present
Narrative Aids
Explaining the why or enticing key stakeholders and sponsors can
be tricky. Here are a few short examples of how to position, align and
explain the value (and benefit) or reason to leverage Power Platform
more that might resonate with some of the people you meet in IT or
organizational leadership roles.
Quick Examples
Integration
Capacity
Example 2
Teams
Future
Example 3
Employee
Effort Score
Example 1
You will love the way we work. Together. ™
It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s
also about how they will use Teams across marketplace tools over time.
1600+
apps and
counting
You will love the way we work. Together. ™
There is a comprehensive strategy from the architecture level to the experience level that is responsible for
why Microsoft 365 scales collaboration, compliance and security across applications and solutions.
Legacy
Applications
High
Maintenance
Cost
Lower
Performance
Technical
Limitation
Worse &
Disconnected
User
Experience
Modern
Applications
More Efficient
With Lower
Maintenance
Cost
High
Performance &
More Scalable
More Secure &
More
Manageable
Better & More
Integrated User
Experiences
Microsoft Collaborative Apps
Device OS
UX Microsoft Teams Microsoft Office
Components Fluid Framework • Adaptive Cards • Connectors
Logic Azure PaaS Power Platform
Data Microsoft Graph Microsoft Dataverse
Communications Azure Communications Services
Identity Azure Active Directory
Pro-dev Low/no code
Collaborative Apps
Workshop
A Microsoft Offering For Large
Customers (Full Of Good Ideas)
For larger customers it’s important to note Microsoft offers to pay for focused workshops
that help customers maximize the value of Teams by integrating apps and workflows.
Pre-engagement kick-off 30min Art of the possible kick-off 15min Build the plan kick-off 15min
Pre-engagement questionnaire 60min Connect and collaborate with apps 45min Scenario analysis and prioritization 90min
Automate business processes with low code 45min Adoption and change management 45min
Build custom LoB apps 45min Report and recommendations 60min
Connected Experience
Approvals and Digital Signing 60min
Ticket Resolution and Self-
Service Support
60min
Virtual Visits and Bookings 45min
Frontline Experience
Enhance Workforce Management 45min
Process Automation 45min
Connected Frontline 45min
Custom LoB
Experience
Hybrid Workplace 60min
Foundations
Identity and Access Management 60min
App Governance Guide 60min
Art of the Possible
Assess Build the Plan
Optional modules
Executive sponsorship, buy-in and IT
leadership support is necessary to scale
success. You aren’t alone and have an
industry, Microsoft, partners and the
community to support you here.
Training, readiness and adoption.
Power Platform
You will love the way we work. Together.
Key factors that will tell you how ready your team members are for the adoption
of Power Platform
Clear vision for the organization to adopt
1
Address concerns and remove barriers
2
Provide simple, clear choices and consequences
3
Address resistance with communication
4
Use the following technical readiness checklist and organizational readiness
tools to assess the willingness and preparedness of your users and your
organization to move to Power Platform.
Technical Readiness is key to ensuring your organization is ready for launch. Use the
checklist to identify items that need to be completed before go-live.
Readiness item Complete? Y/N Plan to complete
Review security and compliance capabilities with security teams
Review platform capabilities and decide on a strategy of what
tools to launch
Review platform license and capacity capabilities
Assign Power Platform Admin role
Allow-list required IP addresses and URLs (Power Apps, Power
Automate)
Implement Data Loss Prevention and tenant-isolation policies
Review Power Platform analytics capabilities
Establish an environment strategy
Prepare the help desk
Consider exploring these key questions if you haven’t already.
• Example: Moved file storage to the cloud two years ago using OneDrive.
Employees shared that they knew ahead of time the change was coming
and were told specifically how it would impact their role. In some cases, the
impact was minimal, which reduced anxiety.
Think about a time when your organization adopted a
new technology. What made that adoption successful or
not successful?
Employees may not be able to focus on adopting Power
Platform if they are focused on other changes. Are there
key initiatives taking place that should be considered in
your planning?
What type of internal resources exist within your
organization that can be leveraged for the adoption effort?
This includes communications channels, change network,
training cadence, and leadership events.
What are the perceived risks and benefits of Power
Platform adoption? How can you highlight benefits? How
can you mitigate risks?
When planning for adoption, users need to understand why the change is occurring for
the organization and how Power Platform will help individual employees achieve more.
• Example: Our company strategy is to ensure
every employee is part of our digital
transformation strategy. Using Power
Platform, now everyone can create the tools
they need to complete their daily tasks.
• Example: Our workforce is using disconnected
and often manual processes, legacy systems
that are not available on mobile devices. Using
Power Platform, we can digitize our processes
and increase productivity, save costs, and
ensure employees have the data they need at
the time they need it.
How will Power Platform benefit your organization? How will Power Platform benefit employees?
This includes ensuring they understand why the change is happening and what’s in it for them. Capture
these reasons below and use this content to build your communications and engagement content.
To ensure that leaders demonstrate support, there must be alignment on key adoption
goals, timelines, and objectives.
Use this worksheet to capture areas of alignment and misalignment and the implications of both.
• Example: Driving digital transformation, retiring legacy systems, and saving cost on
maintaining software has been a goal of IT and business units for a long time. All key
leaders are on board with the decision to use Power Platform to achieve those goals.
Executive alignment
Executive misalignment
Key implications
• Example: Central IT functions have shared a fear of increased Shadow IT when business
functions can create their own technology solutions.
• Example: Plan IT readiness activities accordingly.
You will love the way we work. Together.
Success starts with awareness and interest, but from a high level what
follows are keys to an effective adoption strategy.
Build on gained momentum at your organization and
leverage Microsoft resources, to continue achieving your
business outcomes
1
Align app deployment to your organization’s Modern
Workplace strategy - don’t position it as “just
another IT tool”
2
Establish and maintain a solid Governance framework:
policies, approved apps, app permissions, etc.
3
Roll out smaller, bite-sized training videos and live
training (virtual or in person)
4
Expand app adoption with targeted business journeys and
outcomes
5
Foster a strong champions community
6
For users to improve their digital skills and technology use we need them to embrace
and commit to change. It’s about more than training.
1
3
Drive Interest/Awareness
Guide Understanding
Realize Value
2
For users to improve their digital skills and technology use we need them to embrace
and commit to change. It’s about more than training.
1
3
Drive Interest/Awareness
Guide Understanding
Realize Value
2
Not everyone has to be aware at the same time, and not everyone has to have the
same level of interest, but we absolutely must pro-actively support both.
• Answers “What’s in it for me?”
• Validates the importance of the change
• Ensures people understand what’s happening
• Helps generate enthusiasm
• Gets people on board with using the new technology
• Tailored more easily than training to company and culture
Example Engagement & Awareness Example Motions
• Kick-off event with Executive Sponsors
• Hackathons & Training events, such as App in a Day or App in an Hour
• Show & Tell sessions to showcase successful solutions
• Virtual and in-person drop-in sessions for employees to learn more
Increase Power Platform adoption over time with ongoing awareness and interest building
activity that creates engagement. The platform changes overtime as does your org.
• Create a Yammer or Teams groups to continue the conversation
on best practices and new features.
• Share success stories about how people are using Power
Platform in innovative and impactful ways.
• Periodically host additional engagement events such as town
hall meetings or lunch & learns to drive end user engagement.
• Set challenges for people and run competitions to celebrate
the best ways they’ve used Power Platform to do work differently.
• Share tips and tricks (involving a broader communications
contribution audience) that help others understand how they can
get started (personal productivity tips are especially impactful
here).
• “Digital Internship” where employees within the business,
spend 3-6 months within IT completing a digital internship.
Also consider the value of creating a ‘solutions’ showcase or ‘solutions’ directory experience.
What makes a good success story?
Include these three elements:
Human: Who was involved? How did the adoption journey and outcome impact their lives and careers?
Business: What was the qualitative and quantitative benefit to the business?
Technical: How were the different technologies used?
Make it visual: Include screenshots, photos of the solution in use, and pictures of the people involved.
For great tips on storytelling, see: 5 Ps of Storytelling
Get inspired by customer stories
T-Mobile Western States Caterpillar ZF Group Toyota IKEA Sweden
How to structure a success story…
Get inspired by customer stories
H&M Schlumberger Woodside SNCF Standard Bank
Overview: Summary of what was accomplished at a high level.
Business scenario: Key problem to be solved.
“Before” process: Summary of business process, challenges, and opportunities.
Solution: Microsoft Power Platform solution that created a better process.
Impact and benefits: Bullet point summary of time, cost, productivity, and other benefits.
Solution architecture: Summary of screenshots of technologies used and how they all connect.
Meet the team: Highlight the team members who made this possible. (The best part!)
You have tools available to scale the same things Microsoft does.
Have you heard from colleagues who have attended a Microsoft
Power Platform training event and now want to use Power Apps to
solve a business problem but don’t know where to start?
Do they have an idea in mind, but perhaps haven't fully thought
through all the details and information they need to create an app?
The articles in Planning a Power Apps project can teach you how to
convert an idea into a fully working solution by using Power Apps.
Use the materials to organize solution envisioning workshops with
makers and help them plan and execute their Power Apps projects.
This could be a great add-on to an App in a Day event that you are
running internally.
Planning a Power Apps project
The Creator's Manual
Further resources
For users to improve their digital skills and technology use we need them to embrace
and commit to change. It’s about more than training.
1 Drive Interest/Awareness
Guide Understanding
2
3 Realize Value
You have tools available to scale the same things Microsoft does.
Microsoft has created Power Platform in a day training courses. This
is a great for team members, whatever their role, who want to
extend their skills to learn how to create apps with Power Apps,
chatbots with Power Virtual Agents or desktop flows with Power
Automate.
Once you have people in your team who have attended one of the
in-person or virtual events, you could adapt the course materials to
align with your organization and run them internally.
Remember, everyone in your organization is an expert in something.
Teaching them to build Power Apps helps them harness their skills
into solutions that benefit the organization.
Here’s how
Experience how
Microsoft Power Platform can meet
your business challenges quickly and
effectively by attending a virtual,
one-day training workshop.
Or download the material for your
Power Platform experts to deliver the
training internally.
You will love the way we work. Together.
Success starts with awareness and interest, but from a high level what
follows are keys to an effective adoption strategy.
Focus on the why or what’s in it for them
1
Use real work scenarios by using tasks or business
processes that are familiar
2
Use multiple formats to accommodate different learning
3
Reinforce: Make the training stick
4
Foster a strong champions community as people learn most
often and effectively from peers not IT and not managers
5
As you roll out training, start with the groups that will champion the Power Platform and
Microsoft 365, then prepare IT, before launching to the broader organization.
• Managers
• Early Adopters
• Change Champions
• Executive Sponsors
Core Team IT Preparation
• Administration course
for IT resources
• Formal accreditation
• Admin in a Day
Business Groups
• App in an Hour
• Flow in a Day
• AI Builder in a Day
• Lunch & Learn
• Tips and Tricks
• Hackathons
• Sharing success stories
Ongoing
Engagement
Consider that from when you start to when your ongoing the volume, variety and velocity
of your Power Platform solution space will only increase over time.
Crawl
DAY 1 DAY 3
DAY 2
Onsite
Training
Virtual
Training
Self-Help
Resources
Live
Support
Champions
Network
Consider that from when you start to when your ongoing the volume, variety and velocity
of your Power Platform solution space will only increase over time.
 Create a canvas app in Power Apps
 Get started using Dataverse
 Create a model driven application in Power
Apps
 Automate a business process using Power
Automate
 Bring AI to your business with AI Builder
 Create apps, chatbots, flows, and more with
Microsoft Dataverse and Teams
 Use the UI and controls in a canvas app in
Power Apps
 Use basic formulas to make better Power Apps
canvas apps
 Create relationships, business rules,
calculations, and rollups in Dataverse
 Work with data in a Power Apps canvas app
 Integrate Power Automate flows and Dataverse
 Integrate SharePoint and Power Automate
 Master advanced techniques for Power Apps
canvas apps
 Create components with Power Apps
Component Framework
 Integrate with Microsoft Power Platform and
Dataverse
 Use advanced data options and connectors in
Power Apps
 Build custom connectors
 Extend Microsoft Dataverse
Crawl
DAY 1 DAY 3
DAY 2
You will love the way we work. Together. ™
The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of
value-added collaborations come from only 3% to 5% of employees.
For users to improve their digital skills and technology use we need them to embrace
and commit to change. It’s about more than training.
1
3
Drive Interest/Awareness
Guide Understanding
Realize Value
2
You will love the way we work. Together.
Champions help build, grow, and sustain your Microsoft Power Platform adoption
by evangelizing and helping their peers with new solutions. Create a champions
program and support Power Platform Champions in your organization
Should be formally trained to increase their depth and
breadth of knowledge.
1
Should be encouraged and empowered
to guide, teach, and train their peers.
2
Need consistent positive reinforcement that affirms the
impact of their efforts.
3
Need a clear plan upon which to execute.
4
Should be composed of a significant number of non manager,
non-IT employees across regions and business groups.
5
Take a look
Use the tenant-level analytics in the
Power Platform Admin Center to
identify your top makers.
Or go further by installing the CoE
Starter Kit and get deeper insights
into your organizations Power
Platform usage.
Learn more
Prolific app maker ignites low code revolution at
Schlumberger
H&M Group enables citizen development at scale
Arm enables low-code adoption with a thriving
Center of Excellence
Heathrow Airport inspires employee engagement
with Microsoft Power Apps
You will love the way we work. Together.
Digital Badge allows you to easily overlay a badge over your
profile image for display across the Microsoft 365 solutions.
Showcasing a badge helps to identify champions and provide a bit
of recognition for their contributions to the role.
• Support for applying and managing multiple badges for users
to select from. Support adoption themes, tournament
completions from Tournament of Teams, and more!
• Allows for the current image without the overlay to be
downloaded and retained for use in future
This integrates directly into the Champion Management Platform
and allows for any champion who is approved to be in the program
the ability to update their image should they so choose.
Easily extend this to meet broader badging needs such as new
employee badges, Power Platform champions and more. Find
out more or download it on github.
Make a plan that is simple to understand and apply. Prizes like lunch with a leader are well
received and require no monetary investment.
Theme And the winner is? What’s the prize?
Champion of the week
• The individual Champion who answered the most
questions in the internal community.
• The individual Champion who created the most
apps or flows that are used for production
scenarios.
• Highlight in internal Power Platform newsletter
or intranet site
• Gift card
• ‘Thank you’ email from manager or Executive
Sponsor
• Power Apps Premium licenses for a year
Solution of the week
• The individual solution that solved the best
business process, saved the most money, or
increased productivity.
Most active business area
• The team with the most production apps or flows
in use.
Most creative idea
• Most creative idea submitted in the Innovation
Backlog.
For users to improve their digital skills and technology use we need them to embrace
and commit to change. It’s about more than training.
1
3
Drive Interest/Awareness
Guide Understanding
Realize Value
2
Readiness, training and adoption need to
be planned for. Power Platform success
starts with awareness and interest,
before we can improve understanding,
realize value and commit to leveraging
it more.
Operations, governance and scale.
Power Platform
Governance isn’t JUST risk mitigation it’s also about efficiency (think of how roles, play
books, and structure help teams succeed) and driving better digital excellence
(adoption).
Policies & Governance Assets
Planning
Analyzing
Coordinating
In other words, it’s not just policies but playbooks. The playbooks and execution pattern work is
arguably more important as the policies naturally are a by-product from better coordination/focus.
Consider the example most people use when referencing Governance. The wild west or super
locked down. The reality is that governance (and most approaches) are more nuanced.
Projects
Tasks
Communities
Practices
Your governance and operations approach has to constantly be focused on learning and
adapting improvements over time.
Establishing a Microsoft Power Platform Center of Excellence (CoE) means investing in and
nurturing organic growth while maintaining governance and control. Example: Inactivity & Orphaned
We recommend the following for
getting started:
• Secure by establishing data loss
prevention policies, managing
licenses and access to data sources.
• Evangelize by providing a
community space on Teams,
Yammer, or SharePoint, with a
collection of links for people to start
their learning.
• Monitor your usage: see who is
creating apps, what apps are being
created, and how they are used.
• Evolve your CoE strategy with those
learnings.
The Power Platform Adoption Maturity Model can help you understand your capabilities
along multiple dimensions and identify areas of focus to help advance further.
Initial
• Pockets of success and
experimentation with
Power Platform.
• No strategy or
governance approach.
• Apps are team-based
and supported by the
makers.
• Organisation sees the
potential of a strategic
investment, but there is
no clear path forward.
Repeatable
• Initial Power Platform
controls implemented
by a central team.
• Start to identify
applications that are
broadly used in the
organization.
• These organizations
sometimes believe that
the use of the Power
Platform is running
“out of control.”
Defined
• Standardizing
repeatable practice.
• Achieving measurable
success to digitally
transform their
organization.
• Defined Power
Platform Center of
Excellence team.
• Transformation may
still reflect organic
growth.
Capable
• Standard processes for
managing and
monitoring Power
Platform.
• Power Platform
capabilities are being
used to transform the
business broadly and
used for enterprise-
critical apps and
integrations.
• Platform Champions
have established
channels.
Efficient
• Organization has
proven the capabilities
of Power Platform to
transform mission
critical capabilities.
• Established
community of
experts.
• Fusion teams enable
legacy capabilities and
modern cloud
architecture to be used
easily.
As you scale, you’ll look at automating some manual tasks and driving actions based on
insights you gather from your adoption. Here’s a few things you’ll be looking at…
• Automate the creation of environments for developers by building a request and approval process for
them to follow.
• Implement Application Lifecycle Management by using Azure DevOps Build Tools or GitHub Actions.
• Automate the clean-up of unused environments, apps, and flows.
• Identify critical and production applications based on usage, and promote them to appropriate staged
environments (development/test/production) to ensure changes made in development do not break end-
users in production.
• Establish an automated process to get more information from makers about their apps, such as business
justification, impact of an outage, and risk assessment to allow you to get a better picture of what your
makers are building.
• Continue to measure the business value your makers and apps add, to showcase the impact Power
Platform is adding to your organization.
You will love the way we work. Together.
Distribute surveys to gather data about your makers’ knowledge of and
satisfaction with the new Power Platform services. The results will help
you determine how successful the rollout has been and get you thinking
about how to incorporate this feedback into actionable next steps.
When you make Power Platform initially available, circulate a survey
to gather data about your users’ knowledge of Power Platform.
1
Conduct a survey six months after launch to gather data
about your users’ experience with Power Platform.
2
Create new awareness or training content to address any
outstanding needs that arise.
3
Release surveys in quarterly increments to help measure user
adoption from a satisfaction and productivity standpoint.
4
You will love the way we work. Together.
1. Have you heard of Microsoft Power Platform?
❑ Yes, and I am a maker
❑ Yes, but I am not a maker
❑ No
2. Have you attended one of our internal training events, hackathons,
or show & tell sessions?
❑ Yes, and I am applying the new skills now
❑ Yes, but I am not yet able to apply the new skills
❑ No, not relevant to my role
❑ Did not know about them
3. How satisfied are you with the internal Power Platform adoption
program?
4. What else would you like to see as part of our Power Platform
adoption program?
Create your own using Microsoft Forms
Stream responses directly into Power BI
Recommended meetings to host during the program for everyone involved stay updated
on the progress.
Frequency Agenda Attendees
Weekly
• Review current progress with the adoption
• What’s new/ upcoming
• Issues/ roadblocks
Working Team
Bi Weekly
• Review reporting and metrics
• What’s new/ upcoming
• Issues/ roadblocks
Team Leads
Monthly
• Review reporting and metrics
• Review any new features updates/announcements from Microsoft
• Outstanding issues/ concerns
Manager and Leads
Every Quarter
• Status update to Leadership on adoption progress
• Success stories
• Plan next step in the roadmap
Managers and Leadership
Recommended types of topics to consider when planning activities.
Type of topics Purpose Examples
Community Engagement
Keeping employees updated
and engaged in the program
• Announcements: What’s new, new champions
• Monthly poll/questions
Continuous Training
Programs
Providing training opportunities
for employees to increase their
knowledge on the platform
• Ask an expert
• Show and tell
• Demo day
• Tips and tricks
• Lunch and learn
• Creating video content
• Brainstorming/innovation sessions
Success Stories
Continuously sharing successes
with the business to showcase
the wins being accomplished.
This increases visibility and
awareness to the program.
• Intranet article
• Newsletter
• Video interview with a maker
Technical Sustainment
Keeping updated with the latest
changes and ensuring the
environment is current
• Cleanup environments of unused apps
• Deploy Center of Excellence updates
• Review COE direction and new apps and templates
• Update data gateways
• Review environment strategy, development standards, DLP
Example activities your organization can leverage. We are always happy to support!
Frequency Activities
Daily
• Keep updated with latest Microsoft Power Platform news
• Respond to questions from Citizen Developers
Weekly
• Welcome new members
• Host Show & Tell sessions
• Host Q&A Sessions or Lunch & Learns
• Post to your organization’s Power Platform community to keep users engaged: e.g., tips and
tricks, use case examples, how to, praise etc.
Monthly
• Create and update video content/ how to guides and training content.
• Create success stories to post and showcase
• Post about Power Platform updates in your Community: e.g., MS Teams/ Yammer/ Intranet
• Host monthly engagement event: e.g., innovation session, hackathon with specific departments
etc.
• Extend knowledge with User Group meetup: e.g., invite an external speaker (like us!)
• Reward program: praise and reward citizen developers
Yearly
• Monthly meetings with Power Platform Admin Team to review adoption progress and new
features
• Quarterly meetings with Leadership to show adoption progress
Here is an example of a technical calendar of activities for the Power Platform Admin Team.
[Month] Technical Calendar Sample
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY
Clean up environments
(quarterly)
Clean up unused
applications (quarterly)
Review COE Reports
Deploy Center of
Excellence Updates
Review COE Reports
Update Data Gateways Review COE Reports
Review environment
strategy, development
standards, DLP
Review COE direction
and new apps and
templates
Post on Power Platform
updates
Review COE Reports
During the beginning phases of your journey, your
goals will be focused on raising awareness,
increasing knowledge, and providing
opportunities for learning and growth.
Most Citizen Developers will be interested in
learning what is possible, how to start, and where
can they go to get help.
During the beginning phases of your journey, we
recommend:
• Welcoming new members to the community
• Having many opportunities and avenues for
Citizen Developers to be able to drop in and
ask questions
• Hosting as many Show & Tell sessions as
possible to raise awareness and increase
knowledge about what’s possible
• Sharing Tips & Tricks to assist users when
they are blocked or to help them be aware of
what’s possible
Example of a team that is starting their adoption:
[Month] Adoption Calendar Sample
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
Announcements/
New Members
Ask an Expert
Function Friday/
Resources
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
Tips and Tricks /
Art of the Possible/
Praise
Ask an Expert
Function Friday/
Resources
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
After the community is established, Citizen
Developers in the Community will be
interested in strengthening their abilities
technically. It’s also a good time to
continue to reinforce excellence by
providing opportunities to showcase
apps or Citizen Developers to the
organization.
In this example calendar, you can see a shift
to offering more resources, Tips & Tricks
sessions, and keeping the Community
engaged with monthly polls to seeing
what’s of interest in the Community.
[Month] Adoption Calendar Sample
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
Announcements/
New Members
Show-and-
tell/Demo Session
Power Apps Drop-
in
Monthly Poll /
Question
Function Friday/
Resources
PowerApps Drop-in
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
PowerApps Drop-in
Tips and Tricks /
Art of the Possible/
Praise
Function Friday/
Resources
PowerApps Drop-in
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
In addition to continuing to
accommodate new users, at this stage
you may want to include more
opportunities and topics each month
to keep users engaged and focus more
on increasing their technical capabilities.
Draw on your growing community for
speakers and community leadership.
[Month] Adoption Calendar Sample
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
Announcements/
New Members
Announcements
Monthly Poll /
Question
Meet a Citizen
Developer
Function Friday/
Resources
Power Apps Power BI
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
Power Apps Automate
Tips and Tricks /
Art of the Possible/
Praise
Meet a Citizen
Developer
Function Friday/
Resources
Power Apps Power BI
Show and Tell /
Video Post/ Demo
Day
Ask an Expert
Function Friday/
Resources
Governance and operation can be
daunting, but it doesn’t have to be.
Focus on driving efficiency and the
policies/plans will follow.
Demonstrations, samples and ideas.
Power Platform
Be sure to check out the Power Apps Community App Samples Gallery for actionable ideas
and accelerators that can help your work.
Sometimes the visual really helps others understand how things can change and experiences
can improve. This is why we love doing creative concepts or using others to explain an idea.
Build low code apps and automate
Build low-code apps and automate
Guided simulations allow you to demo complex technologies in a simulated
environment with or without the assistance of click beacons and annotations
Guided Simulation
HR onboarding
Guided Simulation
Guided simulations allow you to
demo complex technologies in a
simulated environment with or
without the assistance of click
beacons and annotations
Microsoft Teams & Power Platform HR Onboarding
Customer feedback
Guided Simulation
Guided simulations allow you to
demo complex technologies in a
simulated environment with or
without the assistance of click
beacons and annotations
Microsoft Teams & Power Platform Customer feedback
Guided Simulation
Customer service
Guided simulations allow you to
demo complex technologies in a
simulated environment with or
without the assistance of click
beacons and annotations
Microsoft Teams & Power Automate Customer service
Available sample apps
Several sample apps are available from the Teams store that you
can add to your Teams channels and use for different purposes
Bulletins
Be in the know of all
company
communications,
broadcasts, and
announcements in
an easy to consume
experience in
Microsoft Teams
Employee ideas
App for campaigns
and ideas
Inspection
Manager and
user apps for
area inspections
Issue reporting
Manager and
user apps for
issue reporting
Milestones
App to keep
track of projects,
and initiatives
Inspection
Get started at:
http://aka.ms/TeamsInspection
Enables frontline workers to inspect an
asset or area, to manage quality of
products and services or maintain safety
at the workplace
Facilitates communication between team
members to address issues found during
inspection
Provides simple reports for managers to
expedite issue resolution and highlight
trends
Issue reporting
Get started at:
http://aka.ms/TeamsIssueReporting
Enables team members to quickly
report common issues related to
quality, safety, or other business-
critical processes
Easily review, manage, and act upon
reported issues to improve resolution
time and transparency
Provides simple reports for managers
to expedite issue resolution and
highlight trends
Employee Ideas
Get started at:
http://aka.ms/TeamsEmployeeIdeas
Enables team members to quickly
generate and organize ideas by
campaigns
Easily review, manage, and act upon
team’s ideas to increase team
engagement and morale
Helps team managers to improve
workplace with employee ideas
Bulletins
Get started at:
https://aka.ms/TeamsBulletins
Manage company or departmental
communications on Teams
Enable employees to customize
their bulletins feed
Get information on communication
open rates, bookmark rates
These sample apps can be used for multiple scenarios
Level
of
customization
Employee Ideas
Generate ideas for:
Hackathon projects
Workplace safety
Product backlog
App for frontline workers
to submit customer
feedback
Issue Reporting
Report issues about:
Customer escalations
Safety incidents
Helpdesk support
App to submit and track
work-orders for:
Equipment request
System access
Inspection
Do routine checks and
inspections:
Retail store walk
Machinery, equipment
Asset check-out / check-in
App to establish
checklist- based
processes for:
Machine maintenance
Patient check-ins
Bulletins
Inform frontline crew of:
Upcoming promotions
Weather alerts
Service status
Improve field comms by:
Adding severity status to
messages
Following up on open issues
Sending 1:1 messages via
bots for more time-sensitive
messages
You will love the way we work. Together.
Ideas That Will Transform
Your Employee Experience
Explore solution ideas or share the
downloadable PDF to foster
discussion on ways you can do more
with Microsoft 365.
Explore More
Page 133
ESTIMATED COMPLEXITY
Adoption Bot
Adoption
This chatbot, built with Power Virtual
Agents for Microsoft Teams, answers
100+ common questions about
Microsoft 365 and Teams. You can
edit the included topics, add your
own topics and ingest existing FAQs.
When users need additional help,
Adoption Bot can connect users to
experts or be extended to open
service tickets.
Try It Yourself Today
Microsoft Solution
Page 134
CROSS-INDUSTRY
INDUSTRIES
Out of the box, Adoption Bot answers 100+ common questions
about Microsoft Teams and Microsoft 365 from within the
Teams experience.
You can edit the included topics, add your own topics, or ingest
your existing FAQs in bulk. These can be edited in Power Virtual
Agents for Microsoft Teams (PVA) easily by curators and
content owners.
If users need additional help, Adoption Bot can connect them
to experts or be extended to open service tickets (or take other
actions) in various IT service management systems with
Premium Power Automate connectors.
WHAT DOES IT DO?
Adoption Bot
Adoption
ADOPTION
HELP
LEARNING & DEVELOPMENT
FREQUENTLY ASKED QUESTIONS
SOLUTION AREAS
TECHNOLOGIES USED
Interested? We Can Help
Customized implementation plans are available for purchase.
Page 135
ESTIMATED COMPLEXITY
Incentives App
Adoption
Incentivize and track participation in
training and other adoption and
change management initiatives.
Admins can create and approve
awards and align activities with
incentives, while users can be
rewarded, recognized, and earn
prizes when completing nominated
activities.
Try It Yourself Today
Microsoft Solution
Page 136
CROSS-INDUSTRY
INDUSTRIES
Employees participate in incentivized events or activities and
then enter a unique code in the App, thus receiving points for
each activity. The unique code is set when Admins create an
activity. It is then passed onto the participants on completion of
the activity.
Employees can track their progress on the Leaderboard, and
Points can be redeemed for Rewards defined by admins
(Coffee, Food, Shopping, etc.)
The organization can leverage the data to track and report on
progress associated with employee participation. The App can
be deployed into Teams, sites, and other places users can
access a PowerApp.
WHAT DOES IT DO?
Incentives App
Adoption
ADOPTION
GOVERNANCE
EMPLOYEE ENGAGEMENT
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
Page 137
ESTIMATED COMPLEXITY
Staff Check-Ins
App
Business Process
First-line staff in organizations
typically need to communicate
regularly and check-in with their
teams about time-critical updates.
With the app, managers or
supervisors can get task updates or
check-ins from employees on a
schedule or an ad-hoc basis. The
staff check-in can include real-time
location, photos, and notes.
Try It Yourself Today
Microsoft Solution
Page 138
Staff Check-ins is a Power App that provides a simple workflow
where staff can check-in with a photo, location, and other
details directly from Microsoft Teams.
Managers/Supervisors can set up a one-time or recurring
occurrence of a check-in request.
Access all the information about the team in one place and
track progress - validate locations and photos to ensure that
your employees are pushing accurate data.
Automate operations workflow by triggering reminder
notifications for end-users on Microsoft Teams.
WHAT DOES IT DO?
CROSS-INDUSTRY
TECHNOLOGIES USED
INDUSTRIES
FIRST-LINE WORKERS
FRONT-LINE WORKERS
EMPLOYEE MANAGEMENT
CHECK-INS
SOLUTION AREAS
Staff Check-Ins App
Business Process
Customized implementation plans are available for purchase.
Interested? We Can Help
Page 139
ESTIMATED COMPLEXITY
Innovation
Challenge App
Ideation
This app is one of the Model-driven
app samples for Power Apps that
start a companywide innovation
challenge. Leaders can establish
challenges that can then support
the contribution of ideas. Ideas are
then submitted, reviewed, voted on,
and the best ideas get funded for
new projects.
Try It Yourself Today
Microsoft Solution
Page 140
CROSS-INDUSTRY
INDUSTRIES
This app can support a point-in-time innovation challenge from an
organization. It provides a place to create and administer innovation
challenges, manage contributed ideas, report on challenges and ideas,
and create projects to execute the best ideas.
• Users can see a dashboard with active challenges data in a variety of formats as well
as the top ideas.
• Innovation challenges can be created and managed via their own lifecycle. Ideas can
be submitted to each challenge scored, rated and more.
• Ideas based on challenges can be turned into projects to be further executed,
managed and tracked in this closed system or integrated with other systems and
services via extensibility options.
WHAT DOES IT DO?
Innovation Challenge App
Ideation
INNOVATION
IDEATION
IDEA SHARING
INNOVATION CHALLENGE
INNOVATION CONTESTS
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
Page 141
ESTIMATED COMPLEXITY
Innovation
Backlog App
Ideation
Use the Innovation Backlog to ask
users to submit ideas for apps and
automation that need to be built
and describe pain points with the
current process. Users describe the
process and provide information
about personas, tools used, and
measures for improvement. This
information is used to calculate ROI
and complexity.
Try It Yourself Today
Microsoft Solution
Page 142
CROSS-INDUSTRY
INDUSTRIES
As part of the Power Platform CoE, one can use the innovation
backlog app to help enable people to add ideas. Users describe the
process, and they provide information about personas, tools used,
and measures for improvement. This information is then used to
calculate ROI and complexity.
After ideas have been added, pick the most impactful ideas for your
development team to build or select them for an upcoming
hackathon. Other users can vote on ideas or add their own scenarios
to an existing idea. Developers can additionally request feedback
and testimonials to build their portfolios.
WHAT DOES IT DO?
Innovation Backlog App
Ideation
INNOVATION
IDEATION
IDEA SHARING
INNOVATION CHALLENGE
INNOVATION CONTESTS
POWER PLATFORM COE
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
Page 143
ESTIMATED COMPLEXITY
Request A Team
Microsoft 365 Management
The app supports the
organization's need to tailor Teams
templating and enhance the Teams
request process. End users request
teams via a form that collects info
such as business justification, while
approvers can manage requests
and builds can be automated. This
includes the ability to reference
existing teams as templates during
the request process.
Try It Yourself Today
Microsoft Solution
Page 144
CROSS-INDUSTRY
INDUSTRIES
As a starting point for building your own Teams or PowerApp based
request and provisioning solution this app enables organizations to
capture additional information or adjust the provisioning process and
further tailor it beyond what is available out of the box.
• Easy to use team request form for the collection of team scope, stakeholders (owners
and members), and business justifications for new team instances.
• Embedded approval process for approval and/or rejection of requests submitted.
• Requestor and approver dashboards show past and current requests with status.
• Automated team builds on approval, including creating new instances based on
existing teams and channels.
• Extensibility opportunities to further refine or enhance the provisioning, request, or
management processes (recommended).
WHAT DOES IT DO?
Request A Team
Microsoft 365 Management
GOVERNANCE
PROVISIONING
TEAMS TEMPLATING
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
Page 145
ESTIMATED COMPLEXITY
Policy Centre App
Employee Communications
Finding unique ways to teach your
employees the policies of your
business can be accomplished with
the proper methods. Built with the
technology of Power Apps and
Microsoft SharePoint, the 2toLead
Policy Centre App creates clarity
and transparency around your
policies with an easy-to-use
integrated platform.
See A Demo Of This In Action Today
2toLead Solution
Page 146
CROSS-INDUSTRY
INDUSTRIES
Have confidence that each employee is reviewing key documents
whether it is for the entire organization or a single team. As policies
are established, changes are captured in version control and files
are routed for approval.
WHAT DOES IT DO?
Policy Centre App
Employee Communications
POLICY MANAGEMENT
COMMUNICATION
COMPLIANCE
PROCESS AUTOMATION
EMPLOYEE EXPERIENCE
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
Interested? We Can Help
• The Policy Centre app solution is scalable to your needs; user-friendly for your IT
team, in-house SharePoint team and other key users.
• Capture compliance with confidence with the dedicated electronic
acknowledgement capabilities.
• Track versions and revisions for Policies, Procedures, and other documents.
• Restrict policy documents to only people who need to have access to them.
• Monitor employee engagement with metrics on how often they access your policies
and if they are understood.
• Improved accountability and transparency by establishing policy standards.
Page 147
ESTIMATED COMPLEXITY
Shopping Cart
Printer App
Business Process
Built on Microsoft SharePoint, the
2toLead Shopping Cart Print On-
Demand App allows your staff to
add documents to a shopping cart
and define quantities they require.
An order will be placed, and the
files will be printed. An email receipt
will be sent out for each request to
keep a record for each print order.
See A Demo Of This In Action Today
2toLead Solution
Page 148
CROSS-INDUSTRY
INDUSTRIES
The Shopping Cart Printer Solution enables simple, rich, and secure
printing experiences, while reducing time and effort for IT. Staff can
add documents to a cart and request the quantities, they need for
their next presentation à la carte.
WHAT DOES IT DO?
Shopping Cart Printer App
Business Process
PRODUCTIVITY
MARKETING
SALES
PROCESS AUTOMATION
SOLUTION AREAS
TECHNOLOGIES USED
Customized implementation plans are available for purchase.
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Getting Started & Driving Success With Power Platform At Scale

  • 1.
    Ideas & Inspiration: GettingStarted & Driving Success With Power Platform At Scale Richard Harbridge CTO & Microsoft MVP Richard@2toLead.com Sat., Feb. 25, 2023 2:00 PM (EST) #GPPB2023
  • 2.
    My Twitter is@RHarbridge, I’m super friendly & proud to work at @2toLead. Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Speaker & Author Super Friendly
  • 3.
    What are wehearing? Power Platform
  • 4.
    Custom code isn’tkeeping up with business demand Industries are embracing change and technology. 0-6 Months 500 Million new apps will be built in the next 5 years - more than all apps built in the last 40 years1 70% of new applications developed by enterprises will use low code or no- code technologies by 2025. – Gartner2 1. IDC FutureScape: Worldwide IT Industry 2020 Predictions. October 2019. 2. Gartner, Forecast Analysis: Low Code development Technologies. January 2021. Tech talent limitations Ground up software development takes time Surging digital demand Security & compliance risks
  • 5.
    Information workers usean average of 36 different cloud services at work1. This leads to more work interruption and risks (an average of 70 security products from 35 vendors2). Difficulty scaling development efficiently Budget, time and resource constraints Rising customer expectations Paper processes Change in workforce expectations IT/business partnership Customer need for agile solutions Need for differentiation Developer supply falling behind demand Security and compliance risks (1) The Future of Work https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE2MfkH (2) Nick McQuire, VP Enterprise Research CCS Insight
  • 6.
    Everyone’s platform fortransformation. No Code Drag and drop experiences that are like PowerPoint Low Code Drag and drop plus Excel-like formulas for functionality Code First Professional development and extensibility across Microsoft Drive business processes Automate response metrics Power Automate Power BI Power Apps & Pages Power Virtual Agents Improve engagements with customers and employees Analyze data from apps and bots AI Builder Dataverse Data Connectors Management Tools
  • 7.
    Cloud first, low-codeapps and automation, designed for everyone Extensibility Connectivity 630+ 3rd party connectors, including custom and on-prem Built for citizen developers, pro developers, and IT across entire organizations
  • 8.
    Low-code development platformsmake businesses more productive and agile. Efficiency Teams can simultaneously develop apps for multiple platforms and rapidly provide working examples Flexibility Create flexible apps that accomplish specific tasks. That flexibility is critical for scaling and extending apps to quickly finish projects Responsiveness Easily pivot to accommodate roller- coaster market shifts with new digital initiatives Iterability Provide customers with a consistent, frictionless experience using prebuilt templates and chatbots Low-code platforms are also a great option for professional developers. Many low-code platforms are extensible and offer building blocks that are intended for developers to use, which makes these platforms a smart choice for any user.
  • 9.
    What about thoselower case “p” processes? How are they handled today? Some processes are best solved by off-the-shelf SaaS solutions But there isn’t always “an app for that” Some solutions leave missed opportunities for optimization and innovation Custom development is needed to fill these gaps with modern solutions Developers must find ways to connect these siloed solutions to unlock business data The Power Apps low-code development platform solves this for you
  • 10.
    The world’s mostcomplete low-code application development platform.
  • 11.
    650+ built inconnectors across cloud/desktop flows, AI builder, Microsoft Teams, and more.
  • 12.
    Power Apps drives businesstransformation Industries are embracing change and technology. Tech talent limitations Ground up software development takes time Surging digital demand Security & compliance risks Reduce development costs and increase overall productivity 188% 74% $11.4M ROI over three years1 Reduction in app development costs over traditional coding services1 Net present value over three years in a 10k person org2 1 Results are for a composite organization based on interviewed customers. The Total Economic Impact™ of Power Apps commissioned study conducted by Forrester Consulting, March 2020. 2 Learn how professional developers reduced development costs and increased overall efficiency using Power Apps and Azure in this 2021 Total Economic Impact™ commissioned study by Forrester Consulting.
  • 13.
    Power Automate drives businesstransformation Industries are embracing change and technology. Reduce development costs and increase overall efficiency ROI over three years Worker time savings over 3 years, after applying a 50% productivity capture Reduced errors due to increased automation 199% $1.41M 27.4% Results are for a composite organization based on interviewed customers. The Total Economic Impact™ of Power Automate commissioned study conducted by Forrester Consulting, April 2020. Read the study >
  • 14.
    91% of theFortune 500 use Power Apps to build applications. Retail and Consumer Goods Discrete Manufacturing Government, Education, and Nonprofit Healthcare Banking and Financial Services Professional Services Travel and Transport Energy
  • 15.
    Power Platform itselfcan be easy to implement, but the change it represents is bigger.
  • 16.
  • 17.
    We need toanticipate it and pro-actively work to manage it. It is the natural reaction to change. People are comfortable with the status quo. Resistance is to be expected… Anticipation allows you to be proactive in identifying and managing resistance. Don’t be surprised, be prepared. Start thinking of resistance not as something to overcome, but as something to uncover. Resistance is to be expected… … and needs to be anticipated
  • 18.
    You will lovethe way we work. Together. Some are obvious like listening and understanding objectives or removing barriers, but often we forget to focus on showing the benefits in a real and tangible way while focusing on the ‘what’ and letting go of the ‘how’. Show benefits in a real and tangible way 1 Address concerns and remove barriers 2 Provide simple, clear choices and consequences 3 Address resistance with communication 4 Get leadership and sponsor support 5
  • 19.
    You will lovethe way we work. Together. Some are obvious like listening and understanding objectives or removing barriers, but often we forget to focus on showing the benefits in a real and tangible way while focusing on the ‘what’ and letting go of the ‘how’. Show benefits in a real and tangible way 1 Address concerns and remove barriers 2 Provide simple, clear choices and consequences 3 Address resistance with communication 4 Get leadership and sponsor support 5
  • 20.
    IT & Leadership Weneed to anticipate it and pro-actively work to manage it. Common resistance themes Mitigation with communication Resistance from IT, Information Security/Information Risk Management who fear data loss when everyone can be a developer Ensure Central IT understand the security and governance foundation underpinning the Power Platform. Learn more: Power Apps and Automate Admin Whitepaper Microsoft Power Platform perceived as not a development tool (only for proof of concepts and demos) Show customer examples of customers who are using the Power Platform for production and mission critical solutions. Learn More: Power Platform Customer Stories Lack of leader buy-in, senior managers potentially instructing people not to use new options Supervisor and manager coaching is a key component to manage resistance and change management. Understand what the blockers are for managers to adopt the new ways of working and help them understand ‘what is in it for me’ and why the change is important and what role they play in making it a success. No progress in the adoption Get a leader to support the program. Increase communication plan. Code-first developers are worried about their job security if other people become developers Share how developers can add value to low code development by creating APIs and PCF components. Learn more: Fusion Development Approach
  • 21.
    IT & Leadership Weneed to anticipate it and pro-actively work to manage it. Common resistance themes Mitigation with communication Resistance from IT, Information Security/Information Risk Management who fear data loss when everyone can be a developer Ensure Central IT understand the security and governance foundation underpinning the Power Platform. Learn more: Power Apps and Automate Admin Whitepaper Microsoft Power Platform perceived as not a development tool (only for proof of concepts and demos) Show customer examples of customers who are using the Power Platform for production and mission critical solutions. Learn More: Power Platform Customer Stories Lack of leader buy-in, senior managers potentially instructing people not to use new options Supervisor and manager coaching is a key component to manage resistance and change management. Understand what the blockers are for managers to adopt the new ways of working and help them understand ‘what is in it for me’ and why the change is important and what role they play in making it a success. No progress in the adoption Get a leader to support the program. Increase communication plan. Code-first developers are worried about their job security if other people become developers Share how developers can add value to low code development by creating APIs and PCF components. Learn more: Fusion Development Approach Pivot Towards How Low Cost Iterative Solutioning Solves/Supports The Business Not Knowing Their Requirements Or Processes (Scaling Business Analysis Is A Huge Benefit) Power Platform Makes It Easier But It (Arguably) Doesn’t Really Give A Capability They Don’t Already Have (Risk Wise)
  • 22.
    People Resistance We needto anticipate it and pro-actively work to manage it. Common resistance themes Mitigation with communication People don’t have time Show how Microsoft Power Platform adds value and helps them save time. Create an organization wide program that encourages employees to participate. Learn more: Find out how other organizations nurtured their citizen makers People don’t know what to build Do show and Tell Sessions. Use an Innovation Backlog to manage a list of ideas. Organize a hackathon to discover needs and problems. Show ideas of apps that have been built to generate ideas. Learn more: Get inspired by real-world use cases People are not passionate, not warming up to the idea, or don’t see the value Reward and recognize for their hard work. Present plenty of opportunities and varied opportunities, lots of selections and ways to get involved. Showcase the value and art of the possible on specific use cases. Microsoft Power Platform perceived as only for developers Show how anyone can quickly and easily create an app or a flow. Learn more: Create a canvas app in Power Apps and Automate a business process with Power Automate People are worried there will not be enough support Include details on how the support services will operate and provide supporting content People are worried there will not be sufficient training for new ways of working Share details about training activities and link to supporting content. Work with a partner to offer hands-on training workshops internally. Attend a virtual “in a day” training. People don’t like change, they don’t want to change. Period. Ensure the business sponsorship through to managers is there and promote the benefits of working in the new way. Provide information about how people can get help (champion support, training) if needed.
  • 23.
    You will lovethe way we work. Together. Some are obvious like listening and understanding objectives or removing barriers, but often we forget to focus on showing the benefits in a real and tangible way while focusing on the ‘what’ and letting go of the ‘how’. Show benefits in a real and tangible way 1 Address concerns and remove barriers 2 Provide simple, clear choices and consequences 3 Address resistance with communication 4 Get leadership and sponsor support 5
  • 24.
    Although some successescan be achieved by a few determined individuals and teams, you will be in a better position when a senior leader is engaged, supportive, informed, and available to assist with activities such as: • Formulating a strategic vision and priorities for Power Platform and low-code • Leading by example by using Power Platform in a way that's consistent with adoption goals • Allocating staffing and prioritizing resources • Approving funding (for example, Power Apps Per User licenses or AI Builder credits) • Communicating announcements that are of critical importance • Decision-making, particularly for strategic-level governance decisions • Resistance resolution (for issues that cannot be resolved by operational or tactical personnel) • Supporting organizational changes (for example, creating or expanding the Center of Excellence) To gain buy-in from your leadership team, demonstrate the impact of your Power Platform solutions, share other customer success stories, or direct them to the Total Economic Impact report of Power Apps, conducted by Forrester, which outlines the time, cost and productivity savings of Power Apps.
  • 25.
    There are multipleways of engaging and identifying executive sponsors. Top down Bottom up An executive sponsor may be selected by a more senior executive. For example, the Chief Executive Officer (CEO) may nominate the Chief Information Officer (CIO) or Head of Digital Transformation to advance the low-code adoption. Having an executive sponsor at the C-level is an excellent indicator. It indicates that the organization recognizes the importance of Power Platform as a strategic asset and is advancing its low-code culture in a positive direction. Alternatively, a candidate for the executive sponsor role could emerge due to the success they've experienced with Power Platform. For example, a business unit within the organization, such as Finance, has organically achieved great success with respect to their use of Power Platform. A leader, such as the Finance Director, may then grow into the executive sponsor role by sharing successes with other business units across the organization. With a bottom-up approach, the sponsor may be able to make some progress, but they won't have formal authority over other business units. Without clear authority, it's only a matter of time until challenges occur that are beyond their level of authority. For this reason, the top-down approach has a higher probability of success. However, initial successes with a bottom-up approach can convince leadership to increase their level of sponsorship.
  • 26.
    Narrative Aids Explaining thewhy or enticing key stakeholders and sponsors can be tricky. Here are a few short examples of how to position, align and explain the value (and benefit) or reason to leverage Power Platform more that might resonate with some of the people you meet in IT or organizational leadership roles. Quick Examples Integration Capacity Example 2 Teams Future Example 3 Employee Effort Score Example 1
  • 27.
    “Customer effort scoringoutperforms net promoter and customer satisfaction measures as a predicting behavior.” – Harvard Business Review High Low High Predictive Power For Increased Spending Predictive Power For Purchasing Customer Satisfaction (CSAT) Customer Effort Score (CES)
  • 28.
    “An Employee EffortScore will outperform the Employee Satisfaction scores in predicting behavior (and efficacy).” – Richard Harbridge (at Microsoft Ignite 2018) High Low High Predictive Power For Increased Productivity Predictive Power For Purchasing Employee Satisfaction (ESAT) Employee Effort Score (EES)
  • 29.
    Narrative Aids Explaining thewhy or enticing key stakeholders and sponsors can be tricky. Here are a few short examples of how to position, align and explain the value (and benefit) or reason to leverage Power Platform more that might resonate with some of the people you meet in IT or organizational leadership roles. Quick Examples Integration Capacity Example 2 Teams Future Example 3 Employee Effort Score Example 1
  • 30.
    When people wantto see information in one place we would build, buy and implement solutions. IT leads this and the approach takes time. Historically we would only do a few projects a year because they were such large undertakings. Build Business Case Secure Budget (On Promise Of Value) Analyze Systems, Needs & Approach Design Optimal Solution Build Solution Test Solution (QA & Then Production) Document Deployment Deploy Solution (QA & Then Production) Deliver Value Get Feedback (Often As A Separate Motion) Past
  • 31.
    We optimize forminimum viable product and iterative improvement today. Accelerating IT’s ability to integrate faster and deliver value sooner via agile methodologies. Present Secure Budget (On Promise Of Immediate Value) Build Business Case Analyze & Design For Priority Needs Build MVP Or Iterate Solution Test & Deploy Solution (Often Direct To Production) Secure Budget (On Realization Of Value & Feedback)
  • 32.
    This is mademuch better by improvements in development patterns, technology, as well as a reduction in complexity of deployment/risks. Present
  • 33.
    In other words,not that long ago, development and projects like ones around integration took much longer and required far more planning and investment. Full Trust Code Web Services Past IT Capacity
  • 34.
    The new models,technologies and tactics today accelerate development considerably as we can deliver more tailored value faster, and often avoid legacy delays or complexity. Low Code Development Cloud Services IT Capacity Present IT Capacity
  • 35.
    Now it doesn’tjust need to be IT who is meeting integration needs. Connectors, Power Automate, Microsoft Teams, 3rd Party solutions, all accelerate time to value. Extensibility Connectivity 630+ 3rd party connectors, including custom and on-prem Future?
  • 36.
    As an examplePower Automate allows organizations and individuals to automate workflows that integrate with existing SaaS services and business apps that users rely on today. Future? Future
  • 37.
    Now it doesn’tjust need to be IT who is meeting integration (and digitization) needs. IT Capacity Present
  • 38.
    Narrative Aids Explaining thewhy or enticing key stakeholders and sponsors can be tricky. Here are a few short examples of how to position, align and explain the value (and benefit) or reason to leverage Power Platform more that might resonate with some of the people you meet in IT or organizational leadership roles. Quick Examples Integration Capacity Example 2 Teams Future Example 3 Employee Effort Score Example 1
  • 39.
    You will lovethe way we work. Together. ™ It’s not just about Teams being the place where users work with others internally in Microsoft 365, it’s also about how they will use Teams across marketplace tools over time. 1600+ apps and counting
  • 40.
    You will lovethe way we work. Together. ™ There is a comprehensive strategy from the architecture level to the experience level that is responsible for why Microsoft 365 scales collaboration, compliance and security across applications and solutions. Legacy Applications High Maintenance Cost Lower Performance Technical Limitation Worse & Disconnected User Experience Modern Applications More Efficient With Lower Maintenance Cost High Performance & More Scalable More Secure & More Manageable Better & More Integrated User Experiences Microsoft Collaborative Apps Device OS UX Microsoft Teams Microsoft Office Components Fluid Framework • Adaptive Cards • Connectors Logic Azure PaaS Power Platform Data Microsoft Graph Microsoft Dataverse Communications Azure Communications Services Identity Azure Active Directory Pro-dev Low/no code
  • 41.
    Collaborative Apps Workshop A MicrosoftOffering For Large Customers (Full Of Good Ideas)
  • 42.
    For larger customersit’s important to note Microsoft offers to pay for focused workshops that help customers maximize the value of Teams by integrating apps and workflows. Pre-engagement kick-off 30min Art of the possible kick-off 15min Build the plan kick-off 15min Pre-engagement questionnaire 60min Connect and collaborate with apps 45min Scenario analysis and prioritization 90min Automate business processes with low code 45min Adoption and change management 45min Build custom LoB apps 45min Report and recommendations 60min Connected Experience Approvals and Digital Signing 60min Ticket Resolution and Self- Service Support 60min Virtual Visits and Bookings 45min Frontline Experience Enhance Workforce Management 45min Process Automation 45min Connected Frontline 45min Custom LoB Experience Hybrid Workplace 60min Foundations Identity and Access Management 60min App Governance Guide 60min Art of the Possible Assess Build the Plan Optional modules
  • 43.
    Executive sponsorship, buy-inand IT leadership support is necessary to scale success. You aren’t alone and have an industry, Microsoft, partners and the community to support you here.
  • 44.
    Training, readiness andadoption. Power Platform
  • 45.
    You will lovethe way we work. Together. Key factors that will tell you how ready your team members are for the adoption of Power Platform Clear vision for the organization to adopt 1 Address concerns and remove barriers 2 Provide simple, clear choices and consequences 3 Address resistance with communication 4 Use the following technical readiness checklist and organizational readiness tools to assess the willingness and preparedness of your users and your organization to move to Power Platform.
  • 46.
    Technical Readiness iskey to ensuring your organization is ready for launch. Use the checklist to identify items that need to be completed before go-live. Readiness item Complete? Y/N Plan to complete Review security and compliance capabilities with security teams Review platform capabilities and decide on a strategy of what tools to launch Review platform license and capacity capabilities Assign Power Platform Admin role Allow-list required IP addresses and URLs (Power Apps, Power Automate) Implement Data Loss Prevention and tenant-isolation policies Review Power Platform analytics capabilities Establish an environment strategy Prepare the help desk
  • 47.
    Consider exploring thesekey questions if you haven’t already. • Example: Moved file storage to the cloud two years ago using OneDrive. Employees shared that they knew ahead of time the change was coming and were told specifically how it would impact their role. In some cases, the impact was minimal, which reduced anxiety. Think about a time when your organization adopted a new technology. What made that adoption successful or not successful? Employees may not be able to focus on adopting Power Platform if they are focused on other changes. Are there key initiatives taking place that should be considered in your planning? What type of internal resources exist within your organization that can be leveraged for the adoption effort? This includes communications channels, change network, training cadence, and leadership events. What are the perceived risks and benefits of Power Platform adoption? How can you highlight benefits? How can you mitigate risks?
  • 48.
    When planning foradoption, users need to understand why the change is occurring for the organization and how Power Platform will help individual employees achieve more. • Example: Our company strategy is to ensure every employee is part of our digital transformation strategy. Using Power Platform, now everyone can create the tools they need to complete their daily tasks. • Example: Our workforce is using disconnected and often manual processes, legacy systems that are not available on mobile devices. Using Power Platform, we can digitize our processes and increase productivity, save costs, and ensure employees have the data they need at the time they need it. How will Power Platform benefit your organization? How will Power Platform benefit employees? This includes ensuring they understand why the change is happening and what’s in it for them. Capture these reasons below and use this content to build your communications and engagement content.
  • 49.
    To ensure thatleaders demonstrate support, there must be alignment on key adoption goals, timelines, and objectives. Use this worksheet to capture areas of alignment and misalignment and the implications of both. • Example: Driving digital transformation, retiring legacy systems, and saving cost on maintaining software has been a goal of IT and business units for a long time. All key leaders are on board with the decision to use Power Platform to achieve those goals. Executive alignment Executive misalignment Key implications • Example: Central IT functions have shared a fear of increased Shadow IT when business functions can create their own technology solutions. • Example: Plan IT readiness activities accordingly.
  • 50.
    You will lovethe way we work. Together. Success starts with awareness and interest, but from a high level what follows are keys to an effective adoption strategy. Build on gained momentum at your organization and leverage Microsoft resources, to continue achieving your business outcomes 1 Align app deployment to your organization’s Modern Workplace strategy - don’t position it as “just another IT tool” 2 Establish and maintain a solid Governance framework: policies, approved apps, app permissions, etc. 3 Roll out smaller, bite-sized training videos and live training (virtual or in person) 4 Expand app adoption with targeted business journeys and outcomes 5 Foster a strong champions community 6
  • 51.
    For users toimprove their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 3 Drive Interest/Awareness Guide Understanding Realize Value 2
  • 52.
    For users toimprove their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 3 Drive Interest/Awareness Guide Understanding Realize Value 2
  • 53.
    Not everyone hasto be aware at the same time, and not everyone has to have the same level of interest, but we absolutely must pro-actively support both. • Answers “What’s in it for me?” • Validates the importance of the change • Ensures people understand what’s happening • Helps generate enthusiasm • Gets people on board with using the new technology • Tailored more easily than training to company and culture Example Engagement & Awareness Example Motions • Kick-off event with Executive Sponsors • Hackathons & Training events, such as App in a Day or App in an Hour • Show & Tell sessions to showcase successful solutions • Virtual and in-person drop-in sessions for employees to learn more
  • 54.
    Increase Power Platformadoption over time with ongoing awareness and interest building activity that creates engagement. The platform changes overtime as does your org. • Create a Yammer or Teams groups to continue the conversation on best practices and new features. • Share success stories about how people are using Power Platform in innovative and impactful ways. • Periodically host additional engagement events such as town hall meetings or lunch & learns to drive end user engagement. • Set challenges for people and run competitions to celebrate the best ways they’ve used Power Platform to do work differently. • Share tips and tricks (involving a broader communications contribution audience) that help others understand how they can get started (personal productivity tips are especially impactful here). • “Digital Internship” where employees within the business, spend 3-6 months within IT completing a digital internship.
  • 55.
    Also consider thevalue of creating a ‘solutions’ showcase or ‘solutions’ directory experience. What makes a good success story? Include these three elements: Human: Who was involved? How did the adoption journey and outcome impact their lives and careers? Business: What was the qualitative and quantitative benefit to the business? Technical: How were the different technologies used? Make it visual: Include screenshots, photos of the solution in use, and pictures of the people involved. For great tips on storytelling, see: 5 Ps of Storytelling Get inspired by customer stories T-Mobile Western States Caterpillar ZF Group Toyota IKEA Sweden
  • 56.
    How to structurea success story… Get inspired by customer stories H&M Schlumberger Woodside SNCF Standard Bank Overview: Summary of what was accomplished at a high level. Business scenario: Key problem to be solved. “Before” process: Summary of business process, challenges, and opportunities. Solution: Microsoft Power Platform solution that created a better process. Impact and benefits: Bullet point summary of time, cost, productivity, and other benefits. Solution architecture: Summary of screenshots of technologies used and how they all connect. Meet the team: Highlight the team members who made this possible. (The best part!)
  • 57.
    You have toolsavailable to scale the same things Microsoft does. Have you heard from colleagues who have attended a Microsoft Power Platform training event and now want to use Power Apps to solve a business problem but don’t know where to start? Do they have an idea in mind, but perhaps haven't fully thought through all the details and information they need to create an app? The articles in Planning a Power Apps project can teach you how to convert an idea into a fully working solution by using Power Apps. Use the materials to organize solution envisioning workshops with makers and help them plan and execute their Power Apps projects. This could be a great add-on to an App in a Day event that you are running internally. Planning a Power Apps project The Creator's Manual Further resources
  • 58.
    For users toimprove their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 Drive Interest/Awareness Guide Understanding 2 3 Realize Value
  • 59.
    You have toolsavailable to scale the same things Microsoft does. Microsoft has created Power Platform in a day training courses. This is a great for team members, whatever their role, who want to extend their skills to learn how to create apps with Power Apps, chatbots with Power Virtual Agents or desktop flows with Power Automate. Once you have people in your team who have attended one of the in-person or virtual events, you could adapt the course materials to align with your organization and run them internally. Remember, everyone in your organization is an expert in something. Teaching them to build Power Apps helps them harness their skills into solutions that benefit the organization. Here’s how Experience how Microsoft Power Platform can meet your business challenges quickly and effectively by attending a virtual, one-day training workshop. Or download the material for your Power Platform experts to deliver the training internally.
  • 60.
    You will lovethe way we work. Together. Success starts with awareness and interest, but from a high level what follows are keys to an effective adoption strategy. Focus on the why or what’s in it for them 1 Use real work scenarios by using tasks or business processes that are familiar 2 Use multiple formats to accommodate different learning 3 Reinforce: Make the training stick 4 Foster a strong champions community as people learn most often and effectively from peers not IT and not managers 5
  • 61.
    As you rollout training, start with the groups that will champion the Power Platform and Microsoft 365, then prepare IT, before launching to the broader organization. • Managers • Early Adopters • Change Champions • Executive Sponsors Core Team IT Preparation • Administration course for IT resources • Formal accreditation • Admin in a Day Business Groups • App in an Hour • Flow in a Day • AI Builder in a Day • Lunch & Learn • Tips and Tricks • Hackathons • Sharing success stories Ongoing Engagement
  • 62.
    Consider that fromwhen you start to when your ongoing the volume, variety and velocity of your Power Platform solution space will only increase over time. Crawl DAY 1 DAY 3 DAY 2 Onsite Training Virtual Training Self-Help Resources Live Support Champions Network
  • 63.
    Consider that fromwhen you start to when your ongoing the volume, variety and velocity of your Power Platform solution space will only increase over time.  Create a canvas app in Power Apps  Get started using Dataverse  Create a model driven application in Power Apps  Automate a business process using Power Automate  Bring AI to your business with AI Builder  Create apps, chatbots, flows, and more with Microsoft Dataverse and Teams  Use the UI and controls in a canvas app in Power Apps  Use basic formulas to make better Power Apps canvas apps  Create relationships, business rules, calculations, and rollups in Dataverse  Work with data in a Power Apps canvas app  Integrate Power Automate flows and Dataverse  Integrate SharePoint and Power Automate  Master advanced techniques for Power Apps canvas apps  Create components with Power Apps Component Framework  Integrate with Microsoft Power Platform and Dataverse  Use advanced data options and connectors in Power Apps  Build custom connectors  Extend Microsoft Dataverse Crawl DAY 1 DAY 3 DAY 2
  • 64.
    You will lovethe way we work. Together. ™ The distribution of collaborative work is often extremely lopsided. In most cases, 20% to 35% of value-added collaborations come from only 3% to 5% of employees.
  • 65.
    For users toimprove their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 3 Drive Interest/Awareness Guide Understanding Realize Value 2
  • 66.
    You will lovethe way we work. Together. Champions help build, grow, and sustain your Microsoft Power Platform adoption by evangelizing and helping their peers with new solutions. Create a champions program and support Power Platform Champions in your organization Should be formally trained to increase their depth and breadth of knowledge. 1 Should be encouraged and empowered to guide, teach, and train their peers. 2 Need consistent positive reinforcement that affirms the impact of their efforts. 3 Need a clear plan upon which to execute. 4 Should be composed of a significant number of non manager, non-IT employees across regions and business groups. 5 Take a look Use the tenant-level analytics in the Power Platform Admin Center to identify your top makers. Or go further by installing the CoE Starter Kit and get deeper insights into your organizations Power Platform usage. Learn more Prolific app maker ignites low code revolution at Schlumberger H&M Group enables citizen development at scale Arm enables low-code adoption with a thriving Center of Excellence Heathrow Airport inspires employee engagement with Microsoft Power Apps
  • 67.
    You will lovethe way we work. Together. Digital Badge allows you to easily overlay a badge over your profile image for display across the Microsoft 365 solutions. Showcasing a badge helps to identify champions and provide a bit of recognition for their contributions to the role. • Support for applying and managing multiple badges for users to select from. Support adoption themes, tournament completions from Tournament of Teams, and more! • Allows for the current image without the overlay to be downloaded and retained for use in future This integrates directly into the Champion Management Platform and allows for any champion who is approved to be in the program the ability to update their image should they so choose. Easily extend this to meet broader badging needs such as new employee badges, Power Platform champions and more. Find out more or download it on github.
  • 68.
    Make a planthat is simple to understand and apply. Prizes like lunch with a leader are well received and require no monetary investment. Theme And the winner is? What’s the prize? Champion of the week • The individual Champion who answered the most questions in the internal community. • The individual Champion who created the most apps or flows that are used for production scenarios. • Highlight in internal Power Platform newsletter or intranet site • Gift card • ‘Thank you’ email from manager or Executive Sponsor • Power Apps Premium licenses for a year Solution of the week • The individual solution that solved the best business process, saved the most money, or increased productivity. Most active business area • The team with the most production apps or flows in use. Most creative idea • Most creative idea submitted in the Innovation Backlog.
  • 69.
    For users toimprove their digital skills and technology use we need them to embrace and commit to change. It’s about more than training. 1 3 Drive Interest/Awareness Guide Understanding Realize Value 2
  • 70.
    Readiness, training andadoption need to be planned for. Power Platform success starts with awareness and interest, before we can improve understanding, realize value and commit to leveraging it more.
  • 71.
    Operations, governance andscale. Power Platform
  • 72.
    Governance isn’t JUSTrisk mitigation it’s also about efficiency (think of how roles, play books, and structure help teams succeed) and driving better digital excellence (adoption).
  • 73.
    Policies & GovernanceAssets Planning Analyzing Coordinating In other words, it’s not just policies but playbooks. The playbooks and execution pattern work is arguably more important as the policies naturally are a by-product from better coordination/focus.
  • 74.
    Consider the examplemost people use when referencing Governance. The wild west or super locked down. The reality is that governance (and most approaches) are more nuanced. Projects Tasks Communities Practices
  • 75.
    Your governance andoperations approach has to constantly be focused on learning and adapting improvements over time.
  • 76.
    Establishing a MicrosoftPower Platform Center of Excellence (CoE) means investing in and nurturing organic growth while maintaining governance and control. Example: Inactivity & Orphaned We recommend the following for getting started: • Secure by establishing data loss prevention policies, managing licenses and access to data sources. • Evangelize by providing a community space on Teams, Yammer, or SharePoint, with a collection of links for people to start their learning. • Monitor your usage: see who is creating apps, what apps are being created, and how they are used. • Evolve your CoE strategy with those learnings.
  • 77.
    The Power PlatformAdoption Maturity Model can help you understand your capabilities along multiple dimensions and identify areas of focus to help advance further. Initial • Pockets of success and experimentation with Power Platform. • No strategy or governance approach. • Apps are team-based and supported by the makers. • Organisation sees the potential of a strategic investment, but there is no clear path forward. Repeatable • Initial Power Platform controls implemented by a central team. • Start to identify applications that are broadly used in the organization. • These organizations sometimes believe that the use of the Power Platform is running “out of control.” Defined • Standardizing repeatable practice. • Achieving measurable success to digitally transform their organization. • Defined Power Platform Center of Excellence team. • Transformation may still reflect organic growth. Capable • Standard processes for managing and monitoring Power Platform. • Power Platform capabilities are being used to transform the business broadly and used for enterprise- critical apps and integrations. • Platform Champions have established channels. Efficient • Organization has proven the capabilities of Power Platform to transform mission critical capabilities. • Established community of experts. • Fusion teams enable legacy capabilities and modern cloud architecture to be used easily.
  • 78.
    As you scale,you’ll look at automating some manual tasks and driving actions based on insights you gather from your adoption. Here’s a few things you’ll be looking at… • Automate the creation of environments for developers by building a request and approval process for them to follow. • Implement Application Lifecycle Management by using Azure DevOps Build Tools or GitHub Actions. • Automate the clean-up of unused environments, apps, and flows. • Identify critical and production applications based on usage, and promote them to appropriate staged environments (development/test/production) to ensure changes made in development do not break end- users in production. • Establish an automated process to get more information from makers about their apps, such as business justification, impact of an outage, and risk assessment to allow you to get a better picture of what your makers are building. • Continue to measure the business value your makers and apps add, to showcase the impact Power Platform is adding to your organization.
  • 79.
    You will lovethe way we work. Together. Distribute surveys to gather data about your makers’ knowledge of and satisfaction with the new Power Platform services. The results will help you determine how successful the rollout has been and get you thinking about how to incorporate this feedback into actionable next steps. When you make Power Platform initially available, circulate a survey to gather data about your users’ knowledge of Power Platform. 1 Conduct a survey six months after launch to gather data about your users’ experience with Power Platform. 2 Create new awareness or training content to address any outstanding needs that arise. 3 Release surveys in quarterly increments to help measure user adoption from a satisfaction and productivity standpoint. 4
  • 80.
    You will lovethe way we work. Together. 1. Have you heard of Microsoft Power Platform? ❑ Yes, and I am a maker ❑ Yes, but I am not a maker ❑ No 2. Have you attended one of our internal training events, hackathons, or show & tell sessions? ❑ Yes, and I am applying the new skills now ❑ Yes, but I am not yet able to apply the new skills ❑ No, not relevant to my role ❑ Did not know about them 3. How satisfied are you with the internal Power Platform adoption program? 4. What else would you like to see as part of our Power Platform adoption program? Create your own using Microsoft Forms Stream responses directly into Power BI
  • 81.
    Recommended meetings tohost during the program for everyone involved stay updated on the progress. Frequency Agenda Attendees Weekly • Review current progress with the adoption • What’s new/ upcoming • Issues/ roadblocks Working Team Bi Weekly • Review reporting and metrics • What’s new/ upcoming • Issues/ roadblocks Team Leads Monthly • Review reporting and metrics • Review any new features updates/announcements from Microsoft • Outstanding issues/ concerns Manager and Leads Every Quarter • Status update to Leadership on adoption progress • Success stories • Plan next step in the roadmap Managers and Leadership
  • 82.
    Recommended types oftopics to consider when planning activities. Type of topics Purpose Examples Community Engagement Keeping employees updated and engaged in the program • Announcements: What’s new, new champions • Monthly poll/questions Continuous Training Programs Providing training opportunities for employees to increase their knowledge on the platform • Ask an expert • Show and tell • Demo day • Tips and tricks • Lunch and learn • Creating video content • Brainstorming/innovation sessions Success Stories Continuously sharing successes with the business to showcase the wins being accomplished. This increases visibility and awareness to the program. • Intranet article • Newsletter • Video interview with a maker Technical Sustainment Keeping updated with the latest changes and ensuring the environment is current • Cleanup environments of unused apps • Deploy Center of Excellence updates • Review COE direction and new apps and templates • Update data gateways • Review environment strategy, development standards, DLP
  • 83.
    Example activities yourorganization can leverage. We are always happy to support! Frequency Activities Daily • Keep updated with latest Microsoft Power Platform news • Respond to questions from Citizen Developers Weekly • Welcome new members • Host Show & Tell sessions • Host Q&A Sessions or Lunch & Learns • Post to your organization’s Power Platform community to keep users engaged: e.g., tips and tricks, use case examples, how to, praise etc. Monthly • Create and update video content/ how to guides and training content. • Create success stories to post and showcase • Post about Power Platform updates in your Community: e.g., MS Teams/ Yammer/ Intranet • Host monthly engagement event: e.g., innovation session, hackathon with specific departments etc. • Extend knowledge with User Group meetup: e.g., invite an external speaker (like us!) • Reward program: praise and reward citizen developers Yearly • Monthly meetings with Power Platform Admin Team to review adoption progress and new features • Quarterly meetings with Leadership to show adoption progress
  • 84.
    Here is anexample of a technical calendar of activities for the Power Platform Admin Team. [Month] Technical Calendar Sample MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY Clean up environments (quarterly) Clean up unused applications (quarterly) Review COE Reports Deploy Center of Excellence Updates Review COE Reports Update Data Gateways Review COE Reports Review environment strategy, development standards, DLP Review COE direction and new apps and templates Post on Power Platform updates Review COE Reports
  • 85.
    During the beginningphases of your journey, your goals will be focused on raising awareness, increasing knowledge, and providing opportunities for learning and growth. Most Citizen Developers will be interested in learning what is possible, how to start, and where can they go to get help. During the beginning phases of your journey, we recommend: • Welcoming new members to the community • Having many opportunities and avenues for Citizen Developers to be able to drop in and ask questions • Hosting as many Show & Tell sessions as possible to raise awareness and increase knowledge about what’s possible • Sharing Tips & Tricks to assist users when they are blocked or to help them be aware of what’s possible Example of a team that is starting their adoption: [Month] Adoption Calendar Sample MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY Announcements/ New Members Ask an Expert Function Friday/ Resources Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources Tips and Tricks / Art of the Possible/ Praise Ask an Expert Function Friday/ Resources Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources
  • 86.
    After the communityis established, Citizen Developers in the Community will be interested in strengthening their abilities technically. It’s also a good time to continue to reinforce excellence by providing opportunities to showcase apps or Citizen Developers to the organization. In this example calendar, you can see a shift to offering more resources, Tips & Tricks sessions, and keeping the Community engaged with monthly polls to seeing what’s of interest in the Community. [Month] Adoption Calendar Sample MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY Announcements/ New Members Show-and- tell/Demo Session Power Apps Drop- in Monthly Poll / Question Function Friday/ Resources PowerApps Drop-in Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources PowerApps Drop-in Tips and Tricks / Art of the Possible/ Praise Function Friday/ Resources PowerApps Drop-in Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources
  • 87.
    In addition tocontinuing to accommodate new users, at this stage you may want to include more opportunities and topics each month to keep users engaged and focus more on increasing their technical capabilities. Draw on your growing community for speakers and community leadership. [Month] Adoption Calendar Sample MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY Announcements/ New Members Announcements Monthly Poll / Question Meet a Citizen Developer Function Friday/ Resources Power Apps Power BI Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources Power Apps Automate Tips and Tricks / Art of the Possible/ Praise Meet a Citizen Developer Function Friday/ Resources Power Apps Power BI Show and Tell / Video Post/ Demo Day Ask an Expert Function Friday/ Resources
  • 88.
    Governance and operationcan be daunting, but it doesn’t have to be. Focus on driving efficiency and the policies/plans will follow.
  • 89.
    Demonstrations, samples andideas. Power Platform
  • 90.
    Be sure tocheck out the Power Apps Community App Samples Gallery for actionable ideas and accelerators that can help your work.
  • 91.
    Sometimes the visualreally helps others understand how things can change and experiences can improve. This is why we love doing creative concepts or using others to explain an idea.
  • 92.
    Build low codeapps and automate Build low-code apps and automate Guided simulations allow you to demo complex technologies in a simulated environment with or without the assistance of click beacons and annotations Guided Simulation
  • 93.
    HR onboarding Guided Simulation Guidedsimulations allow you to demo complex technologies in a simulated environment with or without the assistance of click beacons and annotations Microsoft Teams & Power Platform HR Onboarding
  • 94.
    Customer feedback Guided Simulation Guidedsimulations allow you to demo complex technologies in a simulated environment with or without the assistance of click beacons and annotations Microsoft Teams & Power Platform Customer feedback
  • 95.
    Guided Simulation Customer service Guidedsimulations allow you to demo complex technologies in a simulated environment with or without the assistance of click beacons and annotations Microsoft Teams & Power Automate Customer service
  • 96.
    Available sample apps Severalsample apps are available from the Teams store that you can add to your Teams channels and use for different purposes Bulletins Be in the know of all company communications, broadcasts, and announcements in an easy to consume experience in Microsoft Teams Employee ideas App for campaigns and ideas Inspection Manager and user apps for area inspections Issue reporting Manager and user apps for issue reporting Milestones App to keep track of projects, and initiatives
  • 97.
    Inspection Get started at: http://aka.ms/TeamsInspection Enablesfrontline workers to inspect an asset or area, to manage quality of products and services or maintain safety at the workplace Facilitates communication between team members to address issues found during inspection Provides simple reports for managers to expedite issue resolution and highlight trends
  • 98.
    Issue reporting Get startedat: http://aka.ms/TeamsIssueReporting Enables team members to quickly report common issues related to quality, safety, or other business- critical processes Easily review, manage, and act upon reported issues to improve resolution time and transparency Provides simple reports for managers to expedite issue resolution and highlight trends
  • 99.
    Employee Ideas Get startedat: http://aka.ms/TeamsEmployeeIdeas Enables team members to quickly generate and organize ideas by campaigns Easily review, manage, and act upon team’s ideas to increase team engagement and morale Helps team managers to improve workplace with employee ideas
  • 100.
    Bulletins Get started at: https://aka.ms/TeamsBulletins Managecompany or departmental communications on Teams Enable employees to customize their bulletins feed Get information on communication open rates, bookmark rates
  • 101.
    These sample appscan be used for multiple scenarios Level of customization Employee Ideas Generate ideas for: Hackathon projects Workplace safety Product backlog App for frontline workers to submit customer feedback Issue Reporting Report issues about: Customer escalations Safety incidents Helpdesk support App to submit and track work-orders for: Equipment request System access Inspection Do routine checks and inspections: Retail store walk Machinery, equipment Asset check-out / check-in App to establish checklist- based processes for: Machine maintenance Patient check-ins Bulletins Inform frontline crew of: Upcoming promotions Weather alerts Service status Improve field comms by: Adding severity status to messages Following up on open issues Sending 1:1 messages via bots for more time-sensitive messages
  • 102.
    You will lovethe way we work. Together. Ideas That Will Transform Your Employee Experience Explore solution ideas or share the downloadable PDF to foster discussion on ways you can do more with Microsoft 365. Explore More
  • 103.
    Page 133 ESTIMATED COMPLEXITY AdoptionBot Adoption This chatbot, built with Power Virtual Agents for Microsoft Teams, answers 100+ common questions about Microsoft 365 and Teams. You can edit the included topics, add your own topics and ingest existing FAQs. When users need additional help, Adoption Bot can connect users to experts or be extended to open service tickets. Try It Yourself Today Microsoft Solution
  • 104.
    Page 134 CROSS-INDUSTRY INDUSTRIES Out ofthe box, Adoption Bot answers 100+ common questions about Microsoft Teams and Microsoft 365 from within the Teams experience. You can edit the included topics, add your own topics, or ingest your existing FAQs in bulk. These can be edited in Power Virtual Agents for Microsoft Teams (PVA) easily by curators and content owners. If users need additional help, Adoption Bot can connect them to experts or be extended to open service tickets (or take other actions) in various IT service management systems with Premium Power Automate connectors. WHAT DOES IT DO? Adoption Bot Adoption ADOPTION HELP LEARNING & DEVELOPMENT FREQUENTLY ASKED QUESTIONS SOLUTION AREAS TECHNOLOGIES USED Interested? We Can Help Customized implementation plans are available for purchase.
  • 105.
    Page 135 ESTIMATED COMPLEXITY IncentivesApp Adoption Incentivize and track participation in training and other adoption and change management initiatives. Admins can create and approve awards and align activities with incentives, while users can be rewarded, recognized, and earn prizes when completing nominated activities. Try It Yourself Today Microsoft Solution
  • 106.
    Page 136 CROSS-INDUSTRY INDUSTRIES Employees participatein incentivized events or activities and then enter a unique code in the App, thus receiving points for each activity. The unique code is set when Admins create an activity. It is then passed onto the participants on completion of the activity. Employees can track their progress on the Leaderboard, and Points can be redeemed for Rewards defined by admins (Coffee, Food, Shopping, etc.) The organization can leverage the data to track and report on progress associated with employee participation. The App can be deployed into Teams, sites, and other places users can access a PowerApp. WHAT DOES IT DO? Incentives App Adoption ADOPTION GOVERNANCE EMPLOYEE ENGAGEMENT SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 107.
    Page 137 ESTIMATED COMPLEXITY StaffCheck-Ins App Business Process First-line staff in organizations typically need to communicate regularly and check-in with their teams about time-critical updates. With the app, managers or supervisors can get task updates or check-ins from employees on a schedule or an ad-hoc basis. The staff check-in can include real-time location, photos, and notes. Try It Yourself Today Microsoft Solution
  • 108.
    Page 138 Staff Check-insis a Power App that provides a simple workflow where staff can check-in with a photo, location, and other details directly from Microsoft Teams. Managers/Supervisors can set up a one-time or recurring occurrence of a check-in request. Access all the information about the team in one place and track progress - validate locations and photos to ensure that your employees are pushing accurate data. Automate operations workflow by triggering reminder notifications for end-users on Microsoft Teams. WHAT DOES IT DO? CROSS-INDUSTRY TECHNOLOGIES USED INDUSTRIES FIRST-LINE WORKERS FRONT-LINE WORKERS EMPLOYEE MANAGEMENT CHECK-INS SOLUTION AREAS Staff Check-Ins App Business Process Customized implementation plans are available for purchase. Interested? We Can Help
  • 109.
    Page 139 ESTIMATED COMPLEXITY Innovation ChallengeApp Ideation This app is one of the Model-driven app samples for Power Apps that start a companywide innovation challenge. Leaders can establish challenges that can then support the contribution of ideas. Ideas are then submitted, reviewed, voted on, and the best ideas get funded for new projects. Try It Yourself Today Microsoft Solution
  • 110.
    Page 140 CROSS-INDUSTRY INDUSTRIES This appcan support a point-in-time innovation challenge from an organization. It provides a place to create and administer innovation challenges, manage contributed ideas, report on challenges and ideas, and create projects to execute the best ideas. • Users can see a dashboard with active challenges data in a variety of formats as well as the top ideas. • Innovation challenges can be created and managed via their own lifecycle. Ideas can be submitted to each challenge scored, rated and more. • Ideas based on challenges can be turned into projects to be further executed, managed and tracked in this closed system or integrated with other systems and services via extensibility options. WHAT DOES IT DO? Innovation Challenge App Ideation INNOVATION IDEATION IDEA SHARING INNOVATION CHALLENGE INNOVATION CONTESTS SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 111.
    Page 141 ESTIMATED COMPLEXITY Innovation BacklogApp Ideation Use the Innovation Backlog to ask users to submit ideas for apps and automation that need to be built and describe pain points with the current process. Users describe the process and provide information about personas, tools used, and measures for improvement. This information is used to calculate ROI and complexity. Try It Yourself Today Microsoft Solution
  • 112.
    Page 142 CROSS-INDUSTRY INDUSTRIES As partof the Power Platform CoE, one can use the innovation backlog app to help enable people to add ideas. Users describe the process, and they provide information about personas, tools used, and measures for improvement. This information is then used to calculate ROI and complexity. After ideas have been added, pick the most impactful ideas for your development team to build or select them for an upcoming hackathon. Other users can vote on ideas or add their own scenarios to an existing idea. Developers can additionally request feedback and testimonials to build their portfolios. WHAT DOES IT DO? Innovation Backlog App Ideation INNOVATION IDEATION IDEA SHARING INNOVATION CHALLENGE INNOVATION CONTESTS POWER PLATFORM COE SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 113.
    Page 143 ESTIMATED COMPLEXITY RequestA Team Microsoft 365 Management The app supports the organization's need to tailor Teams templating and enhance the Teams request process. End users request teams via a form that collects info such as business justification, while approvers can manage requests and builds can be automated. This includes the ability to reference existing teams as templates during the request process. Try It Yourself Today Microsoft Solution
  • 114.
    Page 144 CROSS-INDUSTRY INDUSTRIES As astarting point for building your own Teams or PowerApp based request and provisioning solution this app enables organizations to capture additional information or adjust the provisioning process and further tailor it beyond what is available out of the box. • Easy to use team request form for the collection of team scope, stakeholders (owners and members), and business justifications for new team instances. • Embedded approval process for approval and/or rejection of requests submitted. • Requestor and approver dashboards show past and current requests with status. • Automated team builds on approval, including creating new instances based on existing teams and channels. • Extensibility opportunities to further refine or enhance the provisioning, request, or management processes (recommended). WHAT DOES IT DO? Request A Team Microsoft 365 Management GOVERNANCE PROVISIONING TEAMS TEMPLATING SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help
  • 115.
    Page 145 ESTIMATED COMPLEXITY PolicyCentre App Employee Communications Finding unique ways to teach your employees the policies of your business can be accomplished with the proper methods. Built with the technology of Power Apps and Microsoft SharePoint, the 2toLead Policy Centre App creates clarity and transparency around your policies with an easy-to-use integrated platform. See A Demo Of This In Action Today 2toLead Solution
  • 116.
    Page 146 CROSS-INDUSTRY INDUSTRIES Have confidencethat each employee is reviewing key documents whether it is for the entire organization or a single team. As policies are established, changes are captured in version control and files are routed for approval. WHAT DOES IT DO? Policy Centre App Employee Communications POLICY MANAGEMENT COMMUNICATION COMPLIANCE PROCESS AUTOMATION EMPLOYEE EXPERIENCE SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help • The Policy Centre app solution is scalable to your needs; user-friendly for your IT team, in-house SharePoint team and other key users. • Capture compliance with confidence with the dedicated electronic acknowledgement capabilities. • Track versions and revisions for Policies, Procedures, and other documents. • Restrict policy documents to only people who need to have access to them. • Monitor employee engagement with metrics on how often they access your policies and if they are understood. • Improved accountability and transparency by establishing policy standards.
  • 117.
    Page 147 ESTIMATED COMPLEXITY ShoppingCart Printer App Business Process Built on Microsoft SharePoint, the 2toLead Shopping Cart Print On- Demand App allows your staff to add documents to a shopping cart and define quantities they require. An order will be placed, and the files will be printed. An email receipt will be sent out for each request to keep a record for each print order. See A Demo Of This In Action Today 2toLead Solution
  • 118.
    Page 148 CROSS-INDUSTRY INDUSTRIES The ShoppingCart Printer Solution enables simple, rich, and secure printing experiences, while reducing time and effort for IT. Staff can add documents to a cart and request the quantities, they need for their next presentation à la carte. WHAT DOES IT DO? Shopping Cart Printer App Business Process PRODUCTIVITY MARKETING SALES PROCESS AUTOMATION SOLUTION AREAS TECHNOLOGIES USED Customized implementation plans are available for purchase. Interested? We Can Help • Browse approved documents and request print-outs. • Can add multiple documents at a time and define individual quantities for each required for printing. • Ability to remove, edit and update your print requests via the shopping cart. • Include personalized message with your request for special details. • Automated email notifications outlining print order details. • Improved process automation.
  • 119.
    Leverage the community,partners, and Microsoft to inspire and accelerate your effort. Ideas, samples and examples matter and the best ones are from your own organization.
  • 120.
    You will lovethe way we work. Together. ™ Download our free 80+ page whitepaper Transform your Employee Experience at every stage with Microsoft 365 and Microsoft Viva! Download Today
  • 121.
    M365Intranets.com M365Sprawl.com M365Campaigns.com Explore 800+ Pagesof Free Expert Guidance… M365Metrics.com M365Resources.com SharePointMigrations.com
  • 122.
    Let’s connect andfind ways to do more and work together. Message me on LinkedIn or email Richard@2toLead.com 200+ Awesome Presentations at: Richard Harbridge 2toLead Chief Technology Officer & Microsoft MVP Super Friendly Thank You Slideshare.Net/RHarbridge 700+ Pages of Whitepapers at: 2toLead.com/Resources Elsewhere… M365Resources.com Office365Campaigns.com M365Sprawl.com M365Intranets.com M365Metrics.com SharePointMigrations.com
  • 123.
    Bookmark these resourcesto continue driving engagement throughout your adoption journey and look through these slides for 50+ other resources we linked. ☺ Power Platform on Microsoft Learn Get Certified Go further with the CoE Starter Kit Power Platform on Microsoft Docs Power Platform Community Power Platform Adoption
  • 124.