The Client

The client is a leading medical defence organisation that provides professional indemnity for clinical negligence claims. They provide medico-legal advice, support with disciplinary and regulatory investigations, and assistance with patient complaints to healthcare professionals.

The Challenge

The client, which employs approximately 420 people in multiple locations throughout the UK, embarked on a comprehensive  project to adopt Microsoft 365 to enhance communication, collaboration, and  productivity across the organisation.

Objectives

The project aimed to enable all individuals to successfully adopt SharePoint, OneDrive,  and Microsoft Teams.

Key Objectives

• Understanding the communication, collaboration, and productivity features of Microsoft 365 and their benefits to the  organisation.

• Enabling departments to fully grasp the key features of SharePoint, OneDrive, and Microsoft Teams and their integration.

• Identifying potential barriers to adoption, including training needs and communication with third-party applications.

• Capturing the need for an internal communication hub to improve cross company communication and access to common information.

Approach

Discovery Sessions

• Conducted initial discovery sessions focusing on the values and benefits of Microsoft Teams.

• Addressed key questions on how Microsoft 365 would benefit the organisation and individual users.

  
  

Early Adopters

• Targeted a small audience of greenfield projects to use Teams instead of shared drives.

• Implemented governance and security models based on department workshops.

• Conducted Lunch & Learn sessions for detailed training on working with documents in Teams.

  
  

Learning and Adoption Site

• Created a SharePoint Communication Site to host adoption and training materials.

  
  

Project Champions

• Identified project champions in each department to promote and support the adoption process.

• Created a Microsoft Team for champions to share experiences and issues.

  
  

Training and Workshops

• Delivered workshops and training sessions tailored to the needs of different departments.

• Provided practical and workable solutions to everyday working practices.

Key Deliverables

• An adoption and assessment report.

• A populated and configured SharePoint communication site.

• Adoption and training materials created for the client.

Conclusion

The project successfully enabled the client to understand and leverage the benefits of Microsoft 365, improving communication and collaboration across the organisation. The tailored training and adoption approach ensured that departments could effectively use SharePoint and Microsoft Teams, leading to enhanced productivity and streamlined workflows.