Microsoft Teams Role-Specific Guide (23 Pages)
Daniel Chang
General Manager at Taiwan Region, Delta Electronics and Delta Energy | RE100 | Datacenter | Energy Infrastructure | Blogger | Columnist | Business Development | Marketing
Driving adoption is always easier by starting with "user scenarios" vs. "product features".
This document includes 4 specific roles (engineering, finance, marketing and sales) with 12 different scenarios of using Microsoft Teams.
Hope this guide can help you to have some ideas of how different roles can use Microsoft Teams to communicate more effectively and be more productive.
You can use this guide as a reference to learn Microsoft Teams usage cases and plan the adoption journey.
Steps for having this document:
- Connect me on LinkedIn
- Leave "yes" as a comment
- Click here to download
Table of contents:
- Engineering - Triage bug resolution for development teams 2
- Engineering - Conduct virtual daily standup meetings 3
- Engineering - Empower DevOps with a chat-based workspace 4
- Finance - Plan and manage department budgets 6
- Finance - Get ready for your next earnings release! 8
- Finance - Manage your monthly/quarterly/annual closing 10
- Marketing - Manage your marketing event with Microsoft Teams 12
- Marketing - Get ready for your next product launch! 14
- Marketing- Plan and manage your public relations activities 16
- Sales - Plan and coordinate Account Management team activities 18
- Sales - Prepare and manage your next RFP/Proposal Generation 20
- Sales - Prepare and manage your Sales Planning team activities 22
Other posts below:
- Office 365 - When to Use What by Whom (27 pages)
- Office 365 - When to Use What by Whom (Part.2)
- Office 365 - Everything You Wanted to Know (112 pages)
- Office 365 Adoption Guide (63 pages)
- The Microsoft Teams Practical Guide and Planning Workshop Kit (total 145 pages)
- Does IT Really Matter to Business Owner? (50 pages)
- Your Roadmap for a Digital-First Business Guide (27 pages)
- The Ultimate Meeting Guide (21 pages)
- A Great "Team" Make a Great "Teams" Launch
- An Event You Don't Want to Miss (Microsoft Teams Launch at Taipei on April 18th)
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