Speaking

Erica Toelle is an internationally recognized speaker on SharePoint, Office 365 and Productivity and the Product Evangelist at RecordPoint. She shares best practices and experience with practitioners through conference sessions, workshops, webinars and online publications. Erica has been helping customers with SharePoint since 2004, and has been hired as an expert by over 50 of the Fortune 500, the SharePoint Product Team, and Microsoft IT.

Current Speaking Topics


Create an End User Adoption Strategy

We all know that End User Adoption is an important area of focus in your SharePoint project. In this session we will take a closer look at the End User Adoption work stream on a SharePoint project, and the associated roles, responsibilities and tasks for the project plan. We will also review case studies to demonstrate how these differ based on the size of the project and the specific needs of the organization. You’ll walk away from this session with a tactical formula you can follow to create your end user adoption strategy and templates to support the process.


One Drive for Business: Much More Than a File Share

At first glance, it seems OneDrive for Business may be a return to the file share days, with folders and files located on a server somewhere. In reality, it’s a powerful enterprise content management tool with a robust list of features, including unlimited cloud storage per user. In this session, you’ll learn about the features of OneDrive for Business and best practices for including it in your information management toolbox. You’ll discuss how it fits into your SharePoint on premise and cloud roadmap, what content to put where, and how to migrate data from a file share or competitive platform into OneDrive for Business.


Plan to Migrate to SharePoint Online

As organizations consider SharePoint Online as an option for hosting their SharePoint environments, you may ask yourself how an enterprise can actually move a large number of SharePoint sites to the cloud. In this session we will discuss a large scale SharePoint migration to Office 365 which starts with several highly customized sites and multiple versions of SharePoint. We will look at the project structure and plan, staffing, benefits and pitfalls, technical considerations, lessons learned, and how you can plan for a successful move to SharePoint Online.


Congratulations! You’re the Proud Owner of a SharePoint Site. Now What?

Whether you’ve just inherited an existing SharePoint site or are starting a new one, this session is for you! You’ll get a crash course on everything you should think about in order to build a useful, highly adopted SharePoint site. We will cover how to identify the business scenarios your site will enable, how to deliver the scenarios using out of the box SharePoint components, permissions management, and useful tips & tricks. Get ready to be a rock star!


Everything You Want to Know About SharePoint Site Permissions

The world of SharePoint permissions is changing, with Office 365 Groups, external users, and the integration of other Office 365 features, such as Microsoft Teams. How do you make sense of it all? In this session we will demystify the world of permissions management for sites, to ensure the right people have access to the right information, at the right time.


The SharePoint Compliance and Records Management Story

The world of SharePoint compliance and records management has become more complex, with on-premises, hybrid, and Office 365 presenting different execution options. What can you do to ensure your content is managed appropriately? In this session, we will review the SharePoint compliance and records management story using an example of an organization with a complex environment that includes SharePoint 2016, Office 365, and third party tools such as Box.

 


Create Your End User Adoption Strategy | Half or Full Day Workshop

We all know that End User Adoption is an important area of focus in your SharePoint project. In this workshop we will take close look at the End User Adoption work stream on a SharePoint project and the associated roles, responsibilities, deliverables, and tasks for the project plan. We will also review case studies to demonstrate how these differ based on the size of the project and the needs of the organization.

Specifically we will discuss:

    • A sample project plan and resource descriptions for the End User Adoption / Organizational Change Management work stream
    • An assessment to determine what organizational culture risk factors are present in your company and strategies for how to mitigate these risks
    • Avenues for executive and leadership buy in and how to obtain their endorsement
    • How to properly identify project stakeholders and gain their support and resources
    • Types of ongoing SharePoint programs to sustain your deployment through many years and create department level power users
    • Approaches to end user training and the pros / cons of each approach based on your organizational culture
    • How to create a communication plan that will sustain project momentum across all levels of the organization

Workshop Participants will walk away with a SharePoint End User Adoption strategy customized for their unique organization and project, and deliverable templates to begin executing the work stream.


Speaking Engagements

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