Microsoft Teams Summit in Irvine California

Microsoft Teams & Adoption Change Management Summit (Irvine, CA)

FRIDAY, 10/23/2019

8:30am Arrival, Registration & Light Breakfast
9:00am Welcome and Kickoff: Microsoft & Perficient
9:30am Microsoft Teams: 7 Key Concepts to Success Joel Oleson, MVP&RD, Director, Perficient Ron Jones, Director Modern Productivity, Perficient
11:00am Microsoft’s Journey to Teams 200,000 Users Emily Kirby, Microsoft Richelle Blanchard, Microsoft
12:00am Catered Lunch
1:00pm Microsoft Teams: Adoption Change Management David Chapman, General Manager, Perficient
2:00pm Measuring Success: PowerBI and TyGraph Ed Senez, CEO, TyGraph, Perficient
2:30pm Microsoft Teams: Governance, Security and Compliance Matt Soseman, Cybersecurity Architect, Microsoft
3:30pm Wrap up. Raffle & Parking Validations
4:00pm SharePint Happy Hour – Irvine Hotel (next door)

This is the first of many Microsoft Teams Summit events by Perficient & Microsoft. Chicago and Atlanta to be announced soon. Join us October 23 at Microsoft, Irvine. Seating is limited.

>>Register Now.

Microsoft Teams: 7 Elements for Successful Strategy and Planning Infographic and Recordings

Microsoft Teams is Hot!  We had a fantastic turnout of over 630 registered and 312 who joined me online.  I’m sure even more will benefit from the deck and recording so I’m posting it here.  I’m also going to include some of the Q&A including some of the questions that I may have missed.

Online Recording “Microsoft Teams: 7 Critical Elements for Successful Strategy and Planning” (requires first name, last name and email to the sponsor)

Slides/PDF of “Microsoft Teams: 7 Critical Elements for Successful Strategy and Planning” (slideshare view online or login to download the PDF)

Download the Essential Teams Planning Infographic (right click and save as)

Elements of Successful Teams


Q&A From the Webinar:

Q. Please define RACI and DLP –

A. RACI – Responsible, Accountable, Consulted and Informed often used in a sentence like RACI charts.  Used with determining roles and responsibilities.  DLP – Data Loss Prevention – Features in Office 365 that can be leveraged to report, warn, or block content that matches patterns.  Microsoft has over 50 templates out of the box that can be used to identify credit cards, or ID cards and so on.

Q. I thought MS was sunsetting SharePoint. Is Teams taking its place?  No No A. No!  Microsoft is NOT sunsetting SharePoint by any means.  Teams is the new hotness, and it integrates very well with SharePoint as a new interface and even potentially a front end to SharePoint.  SharePoint is still a major investment both on premise and in the cloud and continues to grow in Office 365 as a pillar of the platform.

Q. Just out of curiosity, why is not Team Live Meeting used for this session, instead of GoToWebinar?

A. We use Teams for our User Groups meetings broadcasting.  You could do anonymous Teams webinars, but it is not currently setup to support self service registration, and is still missing a lot of key features to make it a viable webinar platform.   That would be cool and I would welcome it!

Q. Teams or Yammer for executive communication within a company?  A. Both.  Depends on the size of the company and of the type of broadcast or Q&A you’re looking to do.  I do suggest looking at both.

Q. When will Teams officially support meetings and calling in a VDI environment?

A. Here’s the latest on VDI and Teams

Q. When will Teams be able to open multiple Windows?

A. With over 10,000 votes the product team is working on it.  Keep voting up the best features.

multi window chat.PNG

Q. Tips on avoiding Team sprawl (can’t set membership to channels as projects)? One headache, can’t schedule meeting to channel w/out notifying all.

A. Working on it.  Coming soon. Private channels will let you change membership on channels.


Q. When can we delete conversations?

A. Only 92 votes as of now.  You’re going to have to vote for it.


Q. Could Teams be an effective task management solution?

A. For consolidation absolutely, look at the rich integration with Trello, Planner, To Do, Jira and Outlook.  I think so!


Q. Do you think there is still a need for a corporate intranet when Teams is so robust and can connect to so many other apps?

A. I think this could be the evolution of the Intranet in the long term.  In the short term, the intranet should be integrated.  Love to explore this with you.


Q. What’s your recommendation for Yammer given how collaborative and conversational Teams is? Is it best used for enterprise-wide conversations?

A. Yes and No.  Yammer does enterprise wide outer loop really well and captures knowledge very well.  Teams scales to 5000 users, is great for quick conversations and threads, but has some challenges with stickyness.  If you come back from being gone for a week it’s difficult to see the most popular conversations in teams, but

Q. Wow ! Team Papers !! Can you please send a link where i can read more ? That was incredible but too fast for us 🙂


Q. Can you chat out the link for the infographic?


Microsoft Teams Doorway to the Microsoft Modern Workplace Infographic

Q. Where do I find out where the SharePoint Saturdays are? The one I found in Baltimore was for 2018.



Q. We’re moving to the MS PBX solution. Looks like we need to stay with S4B for a while. Any thoughts and insides on the roadmap of teams and PBX?

A. Cloud PBX is going country by country.  You could pilot and slowly rollout Teams for collaboration and use Teams where the countries are supported.  I wouldn’t let the PBX or Voice portion alone keep us from adoption Teams for the powerful chat, desktop sharing, and collaboration.


Q. Can I use Teams to asynchronously submit document(s) for review (and the reviewers may pass that on serial to more than one person) culminating in a response to the initiator?

A. Yes, with an Approval Flow.

Q. A problem we experienced with SharePoint (cloud) is Microsoft revisions/improvements broke prior working implemented sites. We had constant maintenance overhead just keeping existing stuff working as Microsoft evolved SharePoint. Is that getting better across these tools?

A. Yes, if you focus on using Teams as the interface, it’s an Azure substrate and leverages Exchange and SharePoint Online for storage of messages, files, wikis, history, voicemails and lists.  The special sauce is connectors, tabs, and bots… this keeps it fairly easy to migrate, backup, and so on as the data is in files and the focus is on the interface as it is simply an abstraction from the data.


Microsoft Teams: 7 Key Concepts for Strategy and Planning for Success

Microsoft Teams: The 7 Key Concepts for Strategy & Planning for Success

Tuesday, October 8th at 11 AM Eastern
Register Here


Started using teams and wondering how to get your executive sponsor on board? Looking to define a vision for the future of Microsoft Teams in your organization.

Maybe you’re a team leader and looking for ways to leverage the platform for engagement or realizing the vision of Modern Teamwork.

In this session, you will get a powerful collection of best practices for using and extending the Microsoft Teams platform to help your teams succeed in today’s workplace.

7 Key Concepts for Strategy and Planning for Success

  1. Clear Vision
  2. Executive Leadership Sponsorship and Engagement
  3. Governance Plan: Managed provisioning & Lifecycle offboarding, Security & Compliance DLP
  4. Communication Plan: Departmental engagement
  5. Success Critieria & Metrics Regular reporting / Department Gamification
  6. Train the Trainer & Champion program
  7. Adoption Change Management Program

Register Now


This webinar is sponsored by Pervasent.  


They provide a solution for Microsoft Teams called Team Papers lets you quickly assemble agendas and documents in Microsoft Teams and deliver them to an amazingly intuitive app on team members’ laptops and mobile devices. Participants are better prepared and meetings more effective..

Skype for Business Online is Retiring. Get Ready Five Considerations for Microsoft Teams!

Next year I’ll be raising a glass for Skype for Biz… July 31, 2021. Good ol’ SFBO is retiring!  We should plan some kind of online retirement party, maybe we should get an online DJ,  What do you think?  In fact, in my view we should have a huge global retirement party for Skype for Business Online!  It’s been a short, but fulfilling career, but he’s moving over for the new Hotness.  Microsoft Teams!

Before we start partying and say long live Teams, good riddance the old has been Skype for Biz Online.  I think there are a few considerations that are really important.

Here are 5 things that all companies must consider as part of their migration or Adoption and Change Management of Teams. 

(Expect to hear a lot more about ACM – Adoption Change Management in the coming years)

  1. Are we ensuring that users have and have access to the proper Training and Education for a successful deployment/migration?
  2. Do we have the proper hardware and device infrastructure in our conference rooms, soft phones, and to support a good user experience?
  3. Have we properly communicated and listened to our users for departmental solution integration needs in this Teams deployment?
  4. Are we doing a proper job of deploying in an Agile approach to Teams to ensure that we are lighting up the Digital Workplace with integration into legacy and building apps with modern SharePoint, OneDrive and all the critical line of business systems to ensure the dream of a single Hub can be realized over time?
  5. Are we thinking about the convergence of collaboration and communication with the new vision of Digital Workplace?

Can You Keep A Secret? Bloggers, Podcasters, and Vloggers Wanted for Secret Office 365 Community Initiative

If you know me, you know I like to have fun adventures, and work with the community on events and community events and stunts.

I’m working on something for Ignite with some online efforts before hand.  Even if you’re aren’t going to be attending, I can still use your help.  Those who participate will share in the traffic during the reveal.

Please fill out the form below to request to be included as a volunteer.  I do promise it will be fun and entertaining… Like I said, there is no commitment required.  I’m really hoping to have a few volunteers who want to have some fun on a community driven initiative.

>>Register for Project Elephant