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Enterprise
Social
Scenarios

Scenarios

Capabilities

Here are several enterprise social scenarios you can accomplish by


using Enterprise Social products from Microsoft, including
SharePoint, Yammer, Office 365, Lync, and Dynamics CRM.

The scenarios depend on specific enterprise social capabilities in several


Microsoft products. Each product contributes specific features that support
the scenarios. SharePoint, Yammer, and Office 365 contribute many
capabilities.

Social Onboarding
Attract and retain talent. Reduce onboarding and
training costs. Connect candidates and employees to
the right people, information, and resources.
Social Product Innovation
Improve product development. Reduce time to market.
Generate ideas and streamline business processes.

About these scenarios

How to define your own scenarios

Start with the business needs whats the vision and


what are the priorities?

Announcements

Post communications to blogs to share


with the whole organization or specific
teams.

Share announcements with the


organization or specific groups. Pin
announcements for easy discovery.

All of the capabilities of SharePoint and


Yammer.

SharePoint and Yammer:


Dont choose, use both

Discussions

Post ideas and discuss information and


projects in lists and communities.
Categorize discussions so you can find
whats relevant. Moderate communities
to highlight featured discussions or set
community standards.

Discuss information and projects in


groups. Use @mentions to draw peoples
attention to specific information or to
request more information. Use topic tags
to make related discussions discoverable.

All of the capabilities of SharePoint and


Yammer.

Both SharePoint and Yammer can help your organization


collaborate, share information, and make more informed decisions.

Store files and documents in libraries


and OneDrive for Business. Use
versioning and check in and out
capabilities, and know exactly whos
updated the document.

Share and discuss files and documents.


Mark approved files as Official. Use
@mentions to include people who could
contribute to or review the document.
Collaborate on files stored in OneDrive
for Business.

All of the capabilities of SharePoint and


Yammer, plus ability to read, edit, and
track changes to documents with Office
Online or the Office client applications.
Includes OneDrive for Business.

Organize information, documents,


schedules, and tasks for a group of
people with team sites. Control access
with permissions.

Create groups for projects, teams, or


interests. Keep stakeholders and
interested parties informed by using
public groups. Protect sensitive
information or projects by using private
groups.

All of the capabilities of SharePoint and


Yammer.

Outside your
organization

Use extranet sites to coordinate


projects with partners and vendors.

Use external networks to communicate


and collaborate with partners or
customers.

All of the capabilities of SharePoint and


Yammer.

Analyze

Use business intelligence features to


analyze data from SharePoint or
external data sources. Track site usage
and statistics and improve over time.

Internal Helpdesk
Reduce frustration and costs. Help employees quickly
find solutions to common problems. Analyze issues to
improve processes and tools.

Technology supports, it should not drive


When you understand the business needs and priorities
and understand how you want to work, then you can start
to figure out what technologies to implement to achieve
your goals.

Analyze and track engagement. Find and


publicize successes. Use data to improve
processes and connections across the
organization.

Build value across traditional


hierarchies and silos

Employees
Customers
Partners

Become a fully connected and


engaged enterprise

All of the capabilities of SharePoint and


Yammer.

Each product has its strengths, and you can use the capabilities of
each to implement key scenarios for your business. Dont worry
whether to choose one or the other use both to unlock your
organizations potential.

Dynamics CRM
Analyze customer sentiment and use social
insights data to understand what customers are
saying and decide how to respond.

Social Listening

Real-time
communication

Ask questions like:

Engage with people who are


important to your organization

Collaborate, share information,


and make informed decisions

Social insights

Consider constraints and dependencies


Do you have regulatory or security considerations that
you need to incorporate?
Do you have existing systems with information that
needs to be exposed or integrated?

SharePoint gives you great document and file storage, information


sharing, and communication. Yammer adds the social components
you need to:

When you add in Dynamics CRM and Lync, you add even more
enterprise social capabilities.

Social Customer Service


Retain customers and improve brand loyalty. Reduce
issue resolution time. Analyze customer social activities
and trends.

You need to understand where enterprise social can make


a difference in your organization. Ask questions like:
Are there processes that could be improved with a
social approach?
Do people have difficulty finding the right information
or the right person to help?
How do you currently work with partners or customers?
Is there room for improvement?
Do you have people around the world who need to
collaborate and share information or ideas?
Is there a particular department where you can make a
big impact with social?
Are there specific projects that need a social focus to be
successful?

Social Sales
Understand the competitive climate and customer
sentiment. Share information with colleagues. Be more
prepared for initial contact.
Real-time Social Marketing
Target and win customers. Improve demand
generation. Quickly respond to customer needs and
trends and increase brand equity.

Your enterprise is unique and has its own unique requirements,


and you are in the best position to define your own scenarios.

Office 365

People and
groups

Executive Communications
Connect with employees. Increase alignment around
organizational objectives. Expand employee
commitment to company-wide efforts.

Yammer

Files and
documents

Document Collaboration
Collaborate to create more effective documents and
reports. Iterate faster. Get the right people involved.

The scenarios in this poster are examples that represent many


types of use cases weve heard from customers. These examples
can be helpful as you determine how Enterprise Social can
contribute in your organization.
These scenarios show whats possible. They may require
additional components or solution building to bring to reality. If
you want to implement one of these scenarios, or one of your
own, and need help getting started, you can engage with
Microsoft Services to build an overall enterprise social solution.
See http://aka.ms/MicrosoftServicesSocial.

Knowledge Management
Unlock knowledge and experience. Connect people
across organizational boundaries. Solve problems
quickly by finding people with the right expertise.

SharePoint

If you want more information about how Microsoft is thinking about


the roadmap for these products, go to http://aka.ms/esspc.

Dynamics CRM
Monitor social media. Find out what people think
of your brand, your products, and your
messaging. Research whats going on in the
industry or with a client.

If you want to know more about how to help your organization


adopt Enterprise Social with Yammer, go to https://
about.yammer.com/success/.

Lync
Talk and share information in real time with
coworkers, colleagues, customers, and partners
around the world. Design with the virtual
whiteboard. Hold online meetings to make
progress or decisions.

Matrix
This table shows which products and
capabilities are key to each scenario.

Scenarios

Products
SharePoint

Capabilities
Yammer

Office 365

Dynamics
CRM

Lync

Announcements

Discussions

Files and
documents

People and
groups

Outside your
organization

Analyze

Social
insights

Social
Listening

Real-time
communication

Social Onboarding

Which environment?
Most of these scenarios can be achieved in any of the following
environments. However, the environment you use can constrain how
you implement the scenario.

Social Product
Innovation

SharePoint, Lync, and Dynamics CRM are available in all of the


following environments. However, Yammer and Office 365 are
cloud-only services. Use a hybrid environment or a cloud
environment to get all of the capabilities.

Document
Collaboration
Executive
Communications

On-premises environment
Host and manage your own servers.
Yammer and Office 365 capabilities are not
available.

Social Sales

Real-time Social
Marketing

Hybrid environment
Host and manage your own on-premises
environment for some workloads and let
Microsoft host and manage others in the
cloud.

Cloud environment

Knowledge
Management

Social Customer
Service

Internal Helpdesk

Use all capabilities. Let Microsoft host and


manage the servers.
Product or capability is key
to this scenario

2014 Microsoft Corporation. All rights reserved. To send feedback about this documentation, please write to us at ITSPdocs@microsoft.com.

Product or capability is used


in this scenario

Product or capability is not


heavily used in this scenario

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