Where could your practice use Microsoft 365 and Teams better to cut costs, increase productivity and improve service to clients ... and how do you make that happen?

Using Microsoft Teams for video calls only touches the surface of what you can do with Microsoft 365. When you configure and use it to do more, there will be fewer gaps for your practice and case management systems to fill.

There is a wide variety of useful, relevant and powerful applications included in Microsoft 365 and Teams that most users do not know enough about to determine whether or not and how to use them.

Your Microsoft 365 options could include all of these applications:

• Outlook, Word, Excel, Powerpoint - all very familiar.

• Intranets and client portals - SharePoint

• Interactive collaboration - Teams,  Channels, Presence, Chat, Video 

• More flexible collaboration with interactive canvases to share - Loop

• Collaboration real time on shared documents - OneDrive

• Online surveys and questionnaires - Forms

• Online booking and scheduling of appointments - Bookings

• Leading edge, automated and intelligent Compliance and Security

• Management reports & dashboards - Power BI

• Recording, editing and sharing videos - Stream

• Compiling and sharing notes, images, screenshots - OneNote

• Brainstorming and developing ideas - Whiteboard

• Business and legal workflows - Power Automate

• Project Management:  Getting people and projects organised - Planner, Lists, Project

• Develop intelligent apps like chatbots - Power Apps

• Get insight into personal working practices - MyAnalytics

• Employee engagement and wellbeing - Viva

Where should you start, what comes next and how can you best implement for the benefit of your people and your clients?  Plans should take account of the technologies you already use, the gaps you want to fill,  the opportunities you want to tap into and the resources you have available.

Check Out Your Best Options & Approach

In this assessment, Frank Manning will help you to explore:

• Whether ... OR NOT to invest time and effort on Teams or 365.

• What more you should do with Microsoft 365 to improve your practice.

• Where can they improve integration and reduce the cost of other software?

• Where they might fit best with your other IT applications.

• The best opportunities to target immediately.

• Areas where it's worth digging deeper.

•  Are you using the best mix of licenses to get best value?

• Are you paying too much ... or not enough?

• Where they can support your plans for the future

• How to make this happen

Frank Manning will take you through an evaluation of your current IT systems and operations to identify opportunities to make more use of Microsoft 365 in your practice, to improve peformance and productivity - also aiming to reduce your spend on other technologies such as legal practice and case management systems.

Key steps: 

1. Fix a date and time
2. Complete an online questionnaire
3. Meeting takes place
4. Concise report with findings, conclusions & recommendations.

TO GET IN TOUCH to find out more about our approach and the tools we use to help you down this path, contact Frank Manning at fmanning@cartonconsultants.com to set up a  1-hour 365 Options Assessment in confidence.