Teamwork - Improving Collaboration and Facilitating Data Sharing Use Case
In this video, you will learn about improving collaboration and facilitating data sharing through teamwork.
The video covers how to lead a geographically scattered team, organize meetings, and share documents effectively.
It demonstrates how to create a SharePoint space and customize the homepage to promote collaboration and access to information.
By creating quick links to important items like sales graphs, appointment planners, meeting minutes, and notepads, team members can easily access the necessary information.
The video also highlights the benefits of using mobile applications or smartphone browsers to access this information on the go.
This tutorial will help you enhance collaboration within your team and streamline data sharing.
Objectifs :
This document aims to provide a comprehensive guide on how to effectively manage a geographically scattered advertising team using SharePoint for collaboration, document sharing, and communication. It outlines the steps to create a collaborative environment, facilitate access to important documents, and ensure new team members are onboarded smoothly.
Chapitres :
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Introduction
In today's digital age, managing a geographically dispersed team can be challenging. This guide addresses the need for effective communication and collaboration among team members who may not be in the same location. By utilizing SharePoint, advertising managers can streamline processes, share documents, and keep everyone informed without overwhelming them with emails. -
Creating a Collaborative Environment
To begin, log into the portal and access your inbox. Create a Group in Outlook to add your team members. This action will automatically generate a SharePoint space tailored for collaboration and data sharing. This space can be customized to meet the specific needs of your team. -
Customizing the SharePoint Homepage
To enhance accessibility to information, customize the homepage of your SharePoint site. Follow these steps: 1. Click on the 'Pages' tab. 2. Select 'New' to create a new page. 3. Add a heading and a brief explanation of the page content. 4. Create a page of quick links for easy access to essential items. For example, include a link to a Power BI graph that illustrates the team's sales performance. Name the link and insert a visual based on a previously downloaded image. If necessary, add alternate text for accessibility. -
Linking Important Documents
Continue to enhance the page by adding links to crucial documents: - Link to the team's appointment planner stored in the documentary database. - Create a link to the minutes of previous meetings. - Add a link to the team's notepad for ongoing notes and ideas. - Include a Group calendar for scheduling team meetings. - Add a section for site activity to keep the team informed about the latest file edits. -
Finalizing and Sharing the Page
Once all links and sections are added, save the information and publish the page. Set this newly created page as the homepage of your SharePoint site. This ensures that your team is promptly informed about edited documents and can quickly access sales indicators. -
Onboarding New Team Members
When a new associate joins the team, they will automatically have access to all documents and meeting minutes through the SharePoint site. They can also access this information on their mobile devices using either mobile applications or their smartphone browser, ensuring they are up-to-date from day one. -
Conclusion
By implementing these strategies, advertising managers can effectively lead their geographically scattered teams. Utilizing SharePoint not only facilitates collaboration and document sharing but also ensures that all team members, including newcomers, have easy access to vital information, enhancing overall productivity and communication.
FAQ :
How can I effectively manage a geographically scattered team?
Utilize collaboration tools like SharePoint for document sharing, schedule regular virtual meetings, and maintain clear communication channels to keep everyone informed and engaged.
What is SharePoint and how can it help my team?
SharePoint is a collaboration platform that allows teams to create customized spaces for document sharing, project management, and communication, enhancing teamwork and efficiency.
How can new team members access previous meeting minutes?
New team members can access previous meeting minutes through the SharePoint site where all documents are stored, ensuring they are up-to-date with past discussions.
Can I access team documents on my mobile phone?
Yes, team documents can be accessed on mobile phones using SharePoint mobile applications or through a smartphone browser, allowing for flexibility and remote access.
What are the benefits of using a Group Calendar?
A Group Calendar helps streamline scheduling by allowing all team members to view and manage appointments collectively, reducing conflicts and improving coordination.
Quelques cas d'usages :
Remote Team Collaboration
An advertising manager can use SharePoint to create a centralized hub for their geographically scattered team, allowing for seamless document sharing, meeting scheduling, and real-time collaboration, thus improving overall team productivity.
Onboarding New Team Members
When a new member joins the team, the manager can quickly grant them access to the SharePoint site where they can find all necessary documents, meeting minutes, and team planners, facilitating a smooth onboarding process.
Data Visualization for Sales Tracking
Using Power BI integrated into SharePoint, the advertising manager can provide the team with visual sales data, enabling them to make informed decisions and track performance effectively.
Mobile Access to Team Resources
Team members can access important documents and meeting minutes on their mobile devices, ensuring they stay informed and can contribute to discussions even when they are out of the office.
Efficient Meeting Management
By utilizing a Group Calendar and posting meeting minutes on SharePoint, the advertising manager can ensure that all team members are aware of upcoming meetings and can review past discussions, enhancing accountability and communication.
Glossaire :
Advertising Manager
A professional responsible for planning, executing, and overseeing advertising campaigns to promote products or services.
Geographically Scattered Team
A team whose members are located in different geographical locations, often requiring remote collaboration tools.
SharePoint
A web-based collaboration platform developed by Microsoft that allows teams to share documents, manage projects, and collaborate in real-time.
Power BI
A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.
Group Calendar
A shared calendar that allows team members to schedule and view appointments, meetings, and events collectively.
Mobile Applications
Software applications designed to run on mobile devices such as smartphones and tablets, allowing users to access information and services on the go.
Homepage
The main page of a website or portal that serves as the starting point for navigation and access to various resources.
Minutes of Meetings
Written records of the discussions, decisions, and actions taken during a meeting, used for reference and accountability.
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