We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital.
Orientation to the Office 365 ecosystem. Strategic value of deploying Office 365. Using the Teams app as the central hub for your online communications and collaboration. Setting up your file management system with SharePoint and OneDrive. Leveraging the Office 365 mobile apps to take your office on the road. Using the Planner app to track and manage team projects. Harnessing the Forms app to convert your forms to digitally fillable online forms. Orientation to the Office 365 Admin app. Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer. Tips and best practices for developing your Office 365 deployment strategy.
Recognize the full value proposition for deploying Office 365 regardless of the size of your organization, Distinguish among the Office 365 apps that are available to establish your digital office, Identify a plan to set up a comprehensive cloud-based file management system, Identify the tasks that are required to administer your Office 365 ecosystem, Determine your Office 365 deployment strategy.
John Higgins, CPA, CITP, is Strategic Technology Advisor, and co-founder of CPA Crossings, LLC, , which since 2001 has specialized in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services. In 2017, John launched the company’s Office 365 Learning Center for CPAs which offers a curriculum of over 50 unique courses covering every aspect of Office 365.
John is a nationally recognized speaker on CPA technology, past chair of the Michigan Association of CPAs, former national consulting partner with BDO, LLP, and co-author of 10 Steps to a Digital Practice in the Cloud, published by the AICPA. He was awarded the Top 25 Thought Leader award by the CPA Practice Advisor (2011 – 2017), and the Michigan Association of CPAs Innovative User of Technology award, and is an AICPA Business & Industry CPA Hall of Fame inductee.
Non-Member Price $299.00
Member Price $199.00