Microsoft 365 PPT Best Practices Freelance Toolkit Field Guide

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Microsoft 365
Freelance Toolkit

Tools, templates, and best practices to launch and
scale an enterprise freelance program
October 2018

Overview
What is it?
Microsoft 365 Freelance toolkit is a solution of curated
tools, templates, and best practices that help
enterprises launch, execute, and manage freelance
programs at scale.

Who is it for?
Enterprise customers who want to integrate freelance
talent into their sourcing models.

Why is it important?
Launching and executing an enterprise freelance
program at scale can be complex and daunting. The
Freelance Toolkit makes it streamlined and turnkey.

The future of work is now

Number of freelancers (millions)
57.3
55
53

53.7

2014

47%

2015

2016

2017

Freelancer growth has nearly doubled each year. At this current rate,
most of the U.S. workforce will be freelancers by 2027.

Millennials are a driving force of the gig economy.
Nearly half of them are already freelancing.

Enterprises are embracing flexible talent

48%

January 2017

59%

January 2018

Usage of flexible talent has increased 24% in the last year.

Enterprise companies have engaged freelancers for work within
their organizations and integrated freelance capabilities into their
own operations.

Challenges for enterprises
While adding on-demand freelance talent to the mix
is proving substantial, measurable results in speed
and efficiency, the path to transforming existing
policies and processes is largely undefined.
To be successful, enterprises must:
•

Change the mindset for how they approach work

•

Transform existing policies and processes

•

Develop an infrastructure that supports the
complexities of an enterprise freelance program

Microsoft 365 Freelance Toolkit
“How do I roll out my program, while
adhering to our company policy and
compliance?”

“How do I share files & collaborate
effectively with freelances in an ITsupported way?”

“How do I track the effectiveness of
freelancers to convince others to signup?”

“How do I automatically create a ticket
for my program operator to review
large projects?”

Internal communication

Team-wide collaboration

Data analytics

Workflow automation

A one-stop shop for freelance
program details and tools to
help accelerate onboarding
and adoption

A hub where teams can
communicate, manage tasks,
store shared files, and
collaborate with external
users

Analytics to drive data-driven
decisions, compare freelance
KPIs to other staffing options,
and identify effective groups
and categories

Automated workflows to
connect apps and services,
send notifications,
synchronize files, and collect
data

Internal communication
Employees need a place where they can learn how the program works, fulfill their training requirements, and
review best practices for working with freelancers.
Tools

Templates

Best practices

A SharePoint communication site that
provides a repository for program
documentation

A SharePoint communication site template
that includes an FAQ seeded with the top
questions from enterprise employees

A curated talent pool of SharePoint experts
to help enterprises customize their
communication sites

A prepopulated hiring template to help
employees start engaging with freelancers

As employees begin thinking about
working with freelancers, we've found that
it's important to provide access to as much
information as possible, and to make
onboarding clear and simple. Learn more

Team-wide collaboration
Enterprise freelance projects require team members to work together on multiple files, manage varied tasks,
and communicate across time zones.
Tools

Best practices

Public and private teams for members to engage in discussion

As employees start working with freelancers, we've found
that streamlined collaboration becomes critical to
operating effectively. Learn more

One place to track progress and align each team member's workflow
through project management tools like Microsoft Project
One place to store shared files and retrieve them through intelligent
search
The ability for external users worldwide to collaborate in all aspects of
freelance projects through Microsoft teams free guest access

Data analytics
Freelance program administrators need to capture, track, and communicate program metrics, compare
freelance KPIs to other staffing options, and identify groups that leverage the program most effectively.
Tools

Templates

Best practices

Power BI to share data visualizations,
insights, and reports with others

A Power BI template with sample
visualizations

A Power BI connector to pull data from
disparate sources into dashboards

A prepopulated hiring template to help
employees start engaging with freelancers

As a data-driven enterprise, we've found
that measuring the effectiveness of our
freelance program is critical to program
growth and health. Learn more

A curated talent pool of Power BI experts to
help enterprises customize their
dashboards

Workflow automation
Freelance program managers need to reduce manual completion of repetitive tasks by creating automatic,
repeatable processes.
Tools

Templates

Best practices

Microsoft Flow to create automated
workflows, send notifications, synchronize
files, and collect data

A prepopulated hiring template to help
employees start engaging with freelancers

As our enterprise freelance program grows,
we've learned that freelance program
management is a high-demand, multifaceted role. Automating some aspects of
the work has been critical to sustaining
operations. Learn more

Infographics that show how to use Flow
within an enterprise freelance program
A curated talent pool of experts to help
customize flow scenarios

Our journey
Like many of our customers, Microsoft is also in the process of navigating how to responsibly weave freelance
engagements into an enterprise environment. In one year, we:

completed

spanned

25

150

40

freelance projects

business groups

employees

categories

1,800

engaged

covered

The results
It’s paid off. To date, we’ve:
•

Realized more than 75% cost savings

•

Reduced time to engage from 20 to 5.4 days

•

Achieved 4.9/5 freelancer star rating

More importantly, we have seen firsthand how
employees can evolve from having a genuine fear
of a freelancer model to recognizing how much
more productive and enjoyable their work is when
they work with freelancers.

What we learned
Getting to this point was not easy—we had to
internally transform ourselves, and we needed to
build an infrastructure that could support the
complexities of an enterprise freelance program.
This led us to develop the Microsoft 365 Freelance
Toolkit, combining our own leading enterprise
productivity apps with curated tools, templates,
and best practices to address the specific needs of
enterprise freelance programs.

Next steps
Ready to get started?
Microsoft 365 Freelance Toolkit is free with
Microsoft 365 subscriptions—there are no
additional costs if customers already have Teams,
Flow, SharePoint and Power BI.
Learn more

Appendix

These infographics were designed to help you drive stakeholder discussion
around how your existing investments in Microsoft 365 can help support
an enterprise freelance program.

Learn more

These case studies are a sample of projects you can use with freelance.
With the Toolkit, you will receive the full list.

Learn more

Thank you

© Copyright Microsoft Corporation. All rights reserved.



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