Microsoft 365 PPT Best Practices Freelance Toolkit Field Guide

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October 2018

Microsoft 365

Freelance Toolkit

Tools, templates, and best practices to launch and

scale an enterprise freelance program

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.

Overview

Millennials are a driving force of the gig economy.

Nearly half of them are already freelancing.

53

53.7

55

57.3

Number of freelancers (millions)

2014 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.

The future of work is now

47%

Enterprise companies have engaged freelancers for work within

their organizations and integrated freelance capabilities into their

own operations.

48%

59%

January 2017 January 2018

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

Enterprises are embracing flexible talent

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

Internal communication

A one-stop shop for freelance

program details and tools to

help accelerate onboarding

and adoption

Team-wide collaboration

A hub where teams can

communicate, manage tasks,

store shared files, and

collaborate with external

users

Data analytics

Analytics to drive data-driven

decisions, compare freelance

KPIs to other staffing options,

and identify effective groups

and categories

Workflow automation

Automated workflows to

connect apps and services,

send notifications,

synchronize files, and collect

data

“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 IT-

supported way?”

“How do I track the effectiveness of

freelancers to convince others to sign-

up?”

“How do I automatically create a ticket

for my program operator to review

large projects?”

Internal communication

A SharePoint communication site that

provides a repository for program

documentation

A curated talent pool of SharePoint experts

to help enterprises customize their

communication sites

A SharePoint communication site template

that includes an FAQ seeded with the top

questions from enterprise employees

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

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

Team-wide collaboration

Public and private teams for members to engage in discussion

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

Enterprise freelance projects require team members to work together on multiple files, manage varied tasks,

and communicate across time zones.

Tools Best practices

As employees start working with freelancers, we've found

that streamlined collaboration becomes critical to

operating effectively. Learn more

Data analytics

Power BI to share data visualizations,

insights, and reports with others

A Power BI connector to pull data from

disparate sources into dashboards

A curated talent pool of Power BI experts to

help enterprises customize their

dashboards

A Power BI template with sample

visualizations

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

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

Workflow automation

Microsoft Flow to create automated

workflows, send notifications, synchronize

files, and collect data

Infographics that show how to use Flow

within an enterprise freelance program

A curated talent pool of experts to help

customize flow scenarios

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, multi-

faceted role. Automating some aspects of

the work has been critical to sustaining

operations. Learn more

Freelance program managers need to reduce manual completion of repetitive tasks by creating automatic,

repeatable processes.

Tools Templates Best practices

Our journey

freelance projects business groups employees categories

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:

1,800 25 150 40

completed spanned 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.

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.

What we learned

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

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