Erica Toelle is a seasoned Business Architect and Consultant who has been working with SharePoint since 2004. Erica has spent much of that time focused on Organizational Change Management (OCM) project roles and was among the first in the industry to customize OCM methodologies to be more appropriate for the fast-paced nature of SharePoint implementations. She enjoys helping customers create business solutions using out of the box SharePoint features, Microsoft Office and SharePoint Designer, and training customers on how to use these technologies. Erica lives in Seattle and enjoys traveling the world to meet member of the SharePoint community.

 

Current Speaking Topics

Create an End User Adoption Strategy | 60 – 90 minutes

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.

Designing a SharePoint Program for Ongoing Operational Excellence | 60 – 90 minutes

Even the best SharePoint deployments can run out of steam and fail to achieve their target ROI in the long term. This session will focus on how to design and manage a SharePoint program that continues to build from your initial deployment. Components of a SharePoint Program include roadmap planning, feature and solution release planning, a support system for Power Users within Business Units, ongoing training, and the creation of a center of excellence to highlight business solutions, to name a few. This SharePoint program framework is designed to support a working relationship between IT and Business Units in order to maximize the value of your SharePoint investment.

Event Planning with Office 365 | 60 – 90 minutes

In this session you will learn how to plan an event or series of events using Office 365 Plan E1 using only eight hours of project time.  We will show you how to best gather requirements, create the information architecture and site architecture based on these requirements, build and test the solution and create a training document to transition the solution to your team.  This event planning solution can track event costs and revenue, manage staffing needs and execute event promotions using SharePoint online, and uses Exchange and Lync to collaborate and communicate with colleagues throughout the event planning process.

End User Adoption Strategy | 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.

Past Speaking Engagements