{"id":7159,"date":"2025-01-17T09:06:26","date_gmt":"2025-01-17T17:06:26","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=7159"},"modified":"2025-02-04T16:34:29","modified_gmt":"2025-02-05T00:34:29","slug":"transforming-change-management-at-microsoft-with-microsoft-365","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/transforming-change-management-at-microsoft-with-microsoft-365\/","title":{"rendered":"Transforming change management at Microsoft with Microsoft 365"},"content":{"rendered":"
When Microsoft 365 became a service, the way IT managers needed to think about change management had to change, and dramatically so.<\/p>\n \u201cWe were no exceptions,\u201d says David Johnson, principal product manager architect, who leads the team that governs how Microsoft 365 is deployed across Microsoft. \u201cMicrosoft 365 started changing every day, and we needed to figure out how to keep up.\u201d<\/p>\n The transition to living in this new Software as a Service (SaaS) world was further complicated by the global pandemic and ever evolving work style changes. The ongoing pandemic and its uncertain duration meant that organizations had to remain agile and responsive to the shifting needs of their workforce. IT teams had to continuously evaluate and implement new technologies and cloud-based solutions to facilitate remote collaboration, enable seamless communication, and maintain productivity. As a result of remote work, employees embraced asynchronous workflows, allowing for flexibility around when and where work could be completed.<\/p>\n Now with the help of generative AI, employees can utilize products like Microsoft 365 Copilot and Teams Meeting Recap to reduce meeting fatigue and prioritize workloads.<\/p>\n To learn more about generative AI improving the employee experience, check out our spotlight on the digital transformation<\/a> series.<\/p>\n The pressure on IT administrators at Microsoft and everywhere increased tremendously.<\/p>\n It\u2019s a hot topic for customers\u2014how do I decide what I\u2019m going to turn on for my company effectively? From an industry perspective, this is a fairly important conversation.<\/p>\n \u2014David Johnson, principal product manager architect, Microsoft Digital<\/p>\n<\/blockquote>\n \u201cThis was a lot to absorb for an industry that had previously thrived on consistency, reliability, and predictability,\u201d says Johnson.<\/p>\n Change became the new constant, and dealing with that level of change is something everyone is still getting used to.<\/p>\n \u201cIt\u2019s a hot topic for customers,\u201d says Johnson, whose team has been at the forefront of both the industry shift to the cloud and the tech demands of a new mobile workforce. \u201cHow do I decide what I\u2019m going to turn on for my company effectively? From an industry perspective, this is a fairly important conversation.\u201d<\/p>\n Microsoft Teams alone has hundreds of new features and changes in development at any given time. The rest of the Microsoft 365 suite\u2014which includes Microsoft Office apps, hosted email, and the Microsoft SharePoint glue connecting it all\u2014has also seen rapid changes.<\/p>\n Johnson\u2019s goal was to handle the change management for all Microsoft 365 products in the same way. His team\u2019s approach falls along getting three things right: initial triage, putting guardrails in place to allow innovation, and staying current on the latest news.<\/p>\n IT administrators largely control what changes become available to employees, who in the workforce can see those experiences, and how to configure for them. Sometimes updates are relatively easy to deploy, such as adding the ability to raise a virtual hand in a Microsoft Teams meeting. Other times, they might involve trickier issues such as artificial intelligence or data mining\u2014and then the concept of triage becomes paramount.<\/p>\n Broadly speaking, Microsoft\u2019s internal triage involves two basic concepts: developing a posture\u2014a set of IT principles for your company\u2014and ensuring that features or change management fit within that posture. A posture could define the levels of security and data privacy needed, for example Microsoft 365’s compliance capabilities, such as data loss prevention (DLP), information protection, and eDiscovery, allowed major financial institutions to align their IT environment with their defined compliance posture. They implemented robust data protection measures, including encryption and access management, to safeguard sensitive financial information. Additionally, they used advanced threat protection features to detect and respond to potential security incidents proactively.<\/p>\n When that posture is in place, triaging against it becomes easier. The first step is to evaluate what\u2019s coming and determine how significant the change is, then run the change through a series of questions that reflect a company\u2019s IT posture, such as these:<\/p>\n [Transforming Data Governance at Microsoft with Purview and Fabric.<\/a> <\/em>Discover implementing a Zero Trust security model at Microsoft.<\/em><\/a> Explore how Microsoft creates self-service sensitivity labels in Microsoft 365.<\/em><\/a> Unpack upgrading Microsoft\u2019s core Human Resources system with SAP SuccessFactors.<\/em><\/a>]<\/em><\/p>\n Microsoft spends a lot of time talking about privacy and security, but just as crucial to the company are the creativity, innovation, and collaboration that take place within its workforce.<\/p>\n One of Microsoft\u2019s most important postures is maintaining the sometimes tricky balance between protecting employees and allowing them to chat freely and to share files and collaborate across multiple platforms. To keep that balance, the company relies on the concept of guardrails that maintain security and privacy while giving people room to move.<\/p>\n One way to test the balance between security and innovation is by using an internal ring structure to deploy change management. There is a natural first ring of testers comprised of the engineering and supporting teams that worked closely with the solution. The internal ring structure allows the people who are most familiar with the solution to validate it before it\u2019s shared with the second ring.<\/p>\n The second ring of initial users is where some of the most important testing takes place, and as a feature matures, it gradually sees broader distribution. At Microsoft, a group of employees who are enthusiastic about new features has signed up to see early deployments. That group, called Microsoft Elite, often comprises one of the earliest rings.<\/p>\n The ring structure can be used for any IT department that wants to slowly roll out changes and monitor the effects prior to impacting users on a broad scale.<\/p>\n \u201cThe team that manages the deployment of Microsoft Exchange internally at Microsoft uses rings to try out new features before they are broadly deployed across the company\u201d says Nate Carson, a senior service manager who helps manage the company\u2019s internal use of Microsoft Exchange.<\/p>\n \u201cIt lessens the impact to the broader company by doing it this way,\u201d Carson says.<\/p>\n Using rings to try-it-before-you-deploy-it also gives security and data privacy teams more time to assess the impact of a new feature. That\u2019s crucial for change management in the era of relentless hacking, ransomware, phishing, and other security attacks.<\/p>\n Companies need to be more aware of software features that are being released and understand how they might impact digital security.<\/p>\n \u2014Lee Peterson, principal manager, Microsoft emerging technology standards and assurance<\/p>\n<\/blockquote>\n \u201cThere is an explosion of data and really an explosion of hackers trying to get at your data,\u201d says Faye Harold, principal program manager for information protection services on the Digital Security and Resilience (DSR) team in Microsoft Digital. She spends most of her time thinking about hackers and trying to outwit them. Because the end user is the last line of defense for information security, she also watches how those users respond to new features. \u201cIt\u2019s mind-boggling how many attack vectors there are, and it\u2019s all centered on people and their identities,\u201d Harold says.<\/p>\n \u201cMicrosoft has a set of security principles it has shared with product groups”, says Lee Peterson, principal manager in DSR for emerging technology standards and assurance. There are expectations around data protection, and when a change or new feature is coming down the pipeline, he watches to see how it might impact the company\u2019s security posture.<\/p>\n \u201cCompanies need to be more aware of software features that are being released and understand how they might impact digital security,\u201d he says.<\/p>\n The events of the pandemic show how quickly things can change for companies of all sizes. That\u2019s why it\u2019s important to be aware of the latest communications from software and service developers. Microsoft relies on a Microsoft 365 Message Center to keep customers aware of changes that impact the Microsoft Office 365 environment. It\u2019s a link on the left side of the admin portal, and it provides important news, detailed information, and visual indications of items that require an administrator\u2019s attention. It can describe the specific actions that administrators need to take for change management and the timeframes for those changes.<\/p>\n \u201cAnother way to stay current on products and features is by checking in with the docs.microsoft.com<\/a> site\u201d says Darren Moffatt, senior service engineer for Microsoft 365.<\/p>\n \u201cIt\u2019s pretty much our encyclopedia of everything Microsoft,\u201d Moffatt says. \u201cIt can be super technical, but it can also have good documentation on simply how a feature works from a visual perspective. So my advice is: if there are customers, especially admins that have not made reviewing docs.microsoft.com part of their cadence or made a habit of checking it out and going to it as their reference, do that.\u201d<\/p>\n Microsoft has made it easier for organizations to handle their Message Center with the help of Planner. By bringing the Message Center and Planner together, companies can now evaluate if a message could potentially affect their operations. This integration allows them to quickly assess the importance of each message and assign it to the right person for further review if needed. With Planner’s assistance, the triage process becomes smoother, ensuring that all relevant messages are carefully examined and addressed promptly.<\/p>\n Learn more about staying on top of important announcements from the message center with Microsoft Planner.<\/em><\/a><\/p>\n As the modern workforce continues to shift productivity and resources to the cloud, IT is no longer just focused on tech support. It\u2019s now deeply involved in business enablement and improving the bottom line.<\/p>\n IT historically was separated into silos. The Microsoft SharePoint people were in one, and the Microsoft Exchange people were in another, and everyone had their distinct roles. But those boundaries have come down as software has enabled more collaboration. Now, working in IT means having knowledge across disciplines, and Microsoft wants to immerse employees in different areas and give them experiences that help build broader skill sets and handle change management, Moffatt says. So, when change comes at you fast\u2014as it often does\u2014more of the team is ready to respond.<\/p>\n \u201cMicrosoft has also really pushed everybody so that every quarter you don\u2019t just get to sit on your laurels,\u201d he says. \u201cYou do have to be very clear about how you\u2019re going to learn and grow as an employee.\u201d<\/p>\n Employees don\u2019t see the boundaries between the services, according to Johnson. They see the boundaries across scenarios, and those scenarios are now starting to blend.<\/p>\n \u201cAll of these services converged because our employee scenarios converged,\u201d he says. \u201cCollaboration doesn\u2019t start or end at a meeting. Voice call is no longer just a voice call; it\u2019s now a chat and files that you\u2019re sharing. That\u2019s why you converge a lot of these experiences to enable effectively a more complete package for your employees.\u201d<\/p>\n In a broader context, continuous improvements in change management, security, and collaboration facilitated by Microsoft 365 can indirectly contribute to enhancing AI experiences. As organizations adopt efficient change management practices, stay updated with the latest features and updates, and strike a balance between security and innovation, they create an environment that is conducive to leveraging AI technologies effectively. This allows organizations to embrace AI-driven solutions, streamline processes, and deliver more personalized and efficient AI experiences to their users.<\/p>\n [Editor\u2019s note: This content was written to highlight a particular event or moment in time. Although that moment has passed, we\u2019re republishing it here so you can see what our thinking and experience was like at the time.] When Microsoft 365 became a service, the way IT managers needed to think about change management had […]<\/p>\n","protected":false},"author":133,"featured_media":12194,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"_hide_featured_on_single":false,"_show_featured_caption_on_single":true,"footnotes":""},"categories":[1],"tags":[74,89],"coauthors":[646],"class_list":["post-7159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-cloud-computing","tag-digital-transformation","program-ms-digital-stories","m-blog-post"],"yoast_head":"\n[Editor\u2019s note: This content was written to highlight a particular event or moment in time. Although that moment has passed, we\u2019re republishing it here so you can see what our thinking and experience was like at the time.]<\/em><\/p>\n
Triage for an upcoming change<\/h2>\n
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Guardrails to encourage innovation and collaboration<\/h2>\n
Staying on top of the news<\/h2>\n
The changing face of IT<\/h2>\n
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