Teams - Adoption

Contents

Teams - Adoption

Overall configuration

Follow the overall configuration for all Teams library packs.

Categories

  • The same campaigns are meant to be sent to "Early Adopters" and "Production" users, but at different times. Therefore, it is recommended to categorize the target audience for each campaign with an additional category "Teams User campaign recipients".
    Teams Engage category.png

Campaigns

  • All Campaigns must be configured with the Sender Name, Title and Picture.
  • All Campaigns can optionally be translated, and the display texts can be edited but it is not recommended to change the structure of the campaigns, the type of questions, the names of the answers, etc.
  • The company’s logo can be uploaded in Portal to customize the look and feel of the notification.

Step by step guide

Assess who would like to become Early adopter

The first campaign "Teams - early adopters" can be sent to all employees to assess who would be interested in becoming part of the "Early Adopter" program. Teams Engage campaign1.png

  1. Create investigation to target recipients. In this case it’s a straight-forward "select all users" investigation.
    1. Create and save an investigation to select all users.
      Teams Engage campaign1 investigation.png
  2. Publish campaign
    1. Drag & drop the newly created "All users" investigation into the recipients' section of the campaign
      Teams Engage campaign1 recipients.png
    2. Optionally preview the campaign
      Teams Engage preview.png
    3. Publish the campaign
      Teams Engage campaign1 publish.png
  3. Wait for few days/week and view results in the dashboard "Early adopters: Overview".
    1. Go to Portal > Module "MS Teams" > Dashboard "Early Adopters: Satisfaction"
      Teams Engage campaign1 navigation.png
    2. Mouse over the KPI in the dashboard and click on "Show details" to get the list of users
      Teams Engage campaign1 widget.png
      Teams Engage campaign1 dashboard list.png
  4. Alternatively, view results in Finder.
    1. Go to Finder > Campaign "Teams - early adopters" > Display results
      Teams Engage campaign1 Finder.png
    2. Read results in the "List" view of Finder
      Teams Engage campaign1 Finder list view.png
  5. After enough time is elapsed, retire the campaign.

Categorize users as Early adopters

Early adopter users can be identified in a various number of ways.

  1. Categorize users as Early adopter.
    1. Create and run an investigation to select all users willing to become an Early adopter.
      Teams Engage category early adopters.png
    2. Select all users > Click "Edit" > Select category "Teams User deployment ring" > set keyword "Early adopter" > Click on "Apply"
      Teams Engage category early adopters Finder edit.png

Get pre-deployment baseline from Early adopters

When Early adopters are defined, the second campaign "Teams - early adopters" can be sent to get baseline figures. Teams Engage campaign2q1.png Teams Engage campaign2q2.png Teams Engage campaign2q3.png Teams Engage campaign2q4.png Teams Engage campaign2q5.png Teams Engage campaign2q6.png Teams Engage campaign2q7.png Teams Engage campaign2q8.png

  1. Create investigation to target recipients. In this case, users need to be categorized as "Pre-deployment" within Category "Teams User campaigns recipients".
    1. Create and run an investigation to select all users tagged as "Early adopters".
      Teams Engage campaign2 investigation.png
    2. Select all users > Click "Edit" > Select category "Teams User campaign recipients" > set keyword "Pre-deployment" > Click on "Apply"
      Teams Engage category2.png
  2. Publish campaign
    1. The campaign already targets all users tagged with "Pre-deployment". Nothing to do here.
      Teams Engage campaign2 recipients.png
    2. Optionally preview the campaign
      Teams Engage preview.png
    3. Publish the campaign
      Teams Engage campaign1 publish.png
  3. After few days/weeks, view results in the first dashboards in the "MS Teams" module.
    1. Go to Portal > Module "MS Teams" and observe results in the "Early adopters: Satisfaction" dashboards.
      Teams Engage campaign1 navigation.png
    2. Track the satisfaction score and the number of "happy users" (those who answered with "Completely happy" or "Very happy").
      Teams Engage campaign2 widget1.png
    3. Check the Respondents ratio and Total respondents to know if you can trust the results.
      Teams Engage campaign2 widget2.png
    4. Note: The Respondents ratio and Total respondents can vary when navigating in the hierarchy.
      Teams Engage hierarchy.png
    5. Check the distribution of the satisfaction score.
      Teams Engage campaign2 widget3.png
    6. Check what users like and dislike the most.
      Teams Engage campaign2 widget4.png
  4. View results in the second dashboards in the "MS Teams" module.
    1. Go to Portal > Module "MS Teams" and observe results in the "Early adopters: Adoption" dashboards.
      Teams Engage campaign2 navigation.png
    2. Track the average number of times per week that your employees use collaboration tools, and the average number of hours per week.
      Teams Engage campaign2 widget5.png
    3. Ensure that the Respondents ratio and Total respondents are high enough.
      Teams Engage campaign2 widget6.png
    4. Check the distribution of the usage – the top chart shows "How many times per week" and the bottom chart shows "How many hours" per week. (Note: the next version of the library pack will indicate this in a better way.)
      Teams Engage campaign2 widget7.png
  5. View results in the third dashboards in the "MS Teams" module.
    1. Go to Portal > Module "MS Teams" and observe results in the "Early adopters: Collaboration" dashboards.
      Teams Engage campaign2 navigation2.png
    2. Track the Collaboration score, both over all the population and over only those who collaborate with remote teams (this is the most important population of users).
      Teams Engage campaign2 widget8.png
    3. Ensure that the Respondents ratio and Total respondents are high enough.
      Teams Engage campaign2 widget6.png
    4. Check the distribution of the preferred collaboration method.
      Teams Engage campaign2 widget9.png
    5. Check your users' locations. Focus on those who work in different buildings or countries.
      Teams Engage campaign2 widget10.png
  6. In addition, read what users add as comments in Finder.
    1. Go to Finder > Campaign "Teams – pre-deployment" > Display results
      Teams Engage campaign2 Finder.png
    2. Read results in the "List" view of Finder.
      Teams Engage campaign2 Finder list.png

[Optional] New users join the Early adopter programs

It can happen that new users need to be added on to the Early adopter program at any stage. If it happens, follow the steps in chapter "Categorize users as Early adopters" to categorize them as "Early adopters" in category "Teams User deployment ring". Once this is done, follow the steps in chapter "Get pre-deployment baseline from Early adopters" to categorize them as "Pre-deployment" in category "Teams User campaigns recipients". If the campaign is still published, the new users will be picked up by the investigation and be targeted with the "Pre-deployment" campaign within the next few minutes.

Deploy Teams

After enough users have replied to the “pre-deployment” campaign, retire it and deploy Microsoft Teams to them.

Get post-deployment feedback from Early adopters

After Microsoft Teams is deployed, wait for few days/weeks before publishing the "post-deployment" campaign. Teams Engage campaign3q1.pngTeams Engage campaign3q2.pngTeams Engage campaign3q3.pngTeams Engage campaign3q4.pngTeams Engage campaign3q5.pngTeams Engage campaign2q6.pngTeams Engage campaign2q8.pngTeams Engage campaign3q8.png

  1. Create investigation to target the campaign's recipients. This time, users need to be categorized as "Post-deployment" with Category "Teams User campaigns recipients".
    1. Create and run an investigation to select all users tagged as "Early adopters".
      Teams Engage campaign2 investigation.png
    2. Select all users > Click "Edit" > Select category "Teams User campaign recipients" > set keyword "Post-deployment" > Click on "Apply"
      Teams Engage campaign3 category.png
  2. Publish campaign
    1. The campaign already targets all users tagged with "Post-deployment". Nothing to do here.
      Teams Engage campaign3 recipients.png
    2. Optionally preview the campaign.
      Teams Engage preview.png
    3. Publish the campaign.
      Teams Engage campaign3 publish.png
  3. View results in the same three dashboards as described above "Early adopters: Satisfaction", "Early adopters: Adoption", "Early adopters: Collaboration".
  4. Additionally, check the "Early Adopters: Overview" dashboard for a side-by-side overview comparison of the figures before and after the deployment of Microsoft Teams.
    1. Go to Portal > Module "MS Teams" and observe results in the "Early adopters: overview" dashboard.
      Teams Engage campaign1 navigation.png
    2. Compare the user satisfaction pre- and post-deployment
      Teams Engage campaign3 widget1.png
    3. Compare the user adoption (hours per week and times per week) pre-and post-deployment.
      Teams Engage campaign3 widget2.png
      Teams Engage campaign3 widget3.png
    4. Compare the user collaboration score pre- and post-deployment.
      Teams Engage campaign3 widget4.png
    5. Check on the final answer "Overall, do you think Microsoft Teams is an improvement on your previous collaboration tools?"
      Teams Engage campaign3 widget5.png
  5. In addition, read what users add as comments in Finder.
    1. Go to Finder > Campaign "Teams – post-deployment" > Display results
      Teams Engage campaign3 Finder.png
    2. Read results in the "List" view of Finder.
      Teams Engage campaign3 Finder list.png

[Optional] Staged deployment of Microsoft Teams

It can happen that all users do not get Teams installed all at the same time. If this happens, users can receive the "post-deployment" campaign in the same staged order. To achieve this, simply categorize users by batch as "Post-deployment" within category "Teams User campaigns recipients". The campaign needs to be published for the first batch and then remain published while each new batch of users get tagged.

On to Production

Following same process as described above, the same steps need to be repeated for Production users.

  1. Tag users as "Production" in category "Teams User deployment ring".
  2. Tag users as "Pre-deployment" in category "Teams User campaigns recipients".
  3. Publish campaign "Teams - pre-deployment".
  4. After few days/week, retire campaign "Teams - pre-deployment".
    1. Note: alternatively, if you wish to keep the campaign published and migrate users at the same time: When deploying Teams to a set of users, remove the tag "Pre-deployment" in category "Teams User campaigns recipients" before the migration. This will ensure they do not receive the campaign anymore.
  5. Few days/week after Teams deployed to a set of users, tag them as "Post-deployment" in category "Teams User campaigns recipients".
  6. Publish campaign "Teams – post-deployment".

Continuously monitor users' satisfaction

With Microsoft Teams deployed, this campaign asks users about their satisfaction on their last audio call. The campaign triggers automatically after a call is made, and "times out" (I.e., does not appear again to the same user) for one week. Note: the time out period can be changed in the campaign. Teams Engage campaign4 timeout.png

  1. Publish campaign
    1. The campaign targets all users tagged as "Post-deployment", who makes a call. Nothing to do here.
      Teams Engage campaign4 recipients.png
    2. Optionally preview the campaign.
      Teams Engage preview.png
    3. Publish the campaign.
      Teams Engage campaign4 publish.png
  2. After few days/weeks, view results in the two corresponding dashboards in the "MS Teams" module.
    1. Go to Portal > Module "MS Teams" and observe results in the "Early adopters: Overview" or "Production: Overview" dashboards
      Teams Engage campaign1 navigation.png
    2. Track the satisfaction score over the last 30 days
      Teams Engage campaign4 widget1.png
    3. Track the satisfaction score over time
      Teams Engage campaign4 widget2.png
    4. As always, make sure that the Respondents ratio and Total respondents are high enough.
      Teams Engage campaign4 widget3.png