在组织中部署 MyAnalyticsDeploy MyAnalytics in your organization

MyAnalytics 是一个易于部署、现成的解决方案,可帮助用户提高他们的工作效率习惯。MyAnalytics is an easy-to-deploy, out-of-the-box solution that helps users improve their productivity habits. 它广泛适用 — 于 M365 用户和 这些服务计划It is available widely — to M365 users with these Service plans. 易于部署–在分配许可证后,默认情况下,MyAnalytics 产品将处于打开状态,尽管您可以按照 本指南中的步骤自定义部署。It is easy to deploy – after licenses are assigned, the MyAnalytics product is turned on by default, although you can customize your deployment by following the steps in this guide. 但在部署之前,请先看一下 什么是 MyAnalytics? 有关在组织中使用 MyAnalytics 的好处的简短说明。But before you deploy it, take a look at What is MyAnalytics? for a brief description of benefits of using MyAnalytics in your organization.

什么是 MyAnalytics?What is MyAnalytics?

若要快速了解 MyAnalytics,请观看 此视频To quickly learn about MyAnalytics, watch this video:

 什么是 MyAnalytics? MyAnalytics-使用 Microsoft 365 的个人生产力见解What is MyAnalytics? MyAnalytics -Personal Productivity Insights with Microsoft 365

MyAnalytics 的业务价值Business value of MyAnalytics

比以往更多的人认为他们不能控制他们的工作时间。More people than ever feel they lack control over their time at work. 许多团队在会议中花费的时间为80-90%,发送电子邮件,并在电话上交谈。Many teams spend 80-90% of their week sitting in meetings, sending emails, and talking on the phone. 但50% 的会议时间被视为无效,几乎一半的员工报告其工作影响其家人的生活。But 50% of meeting time is seen to be unproductive and almost half of employees report that their work interferes with their family life. MyAnalytics 是 Microsoft 365 客户端体验的扩展,可帮助您找到更好的习惯并让你能够控制你的时间的机会。MyAnalytics is an extension of your Microsoft 365 client experience that helps you find opportunities to build better habits and get back in control of your time.

MyAnalytics 的好处Benefits of MyAnalytics

通过使用 MyAnalytics,您和您的团队可以完成极大的事情。By using MyAnalytics, you and your team can accomplish great things.

  • 通过个人生产力见解改进工作模式: MyAnalytics 使用 Microsoft 365 中的日常数据,让您深入了解如何花费时间和提示来帮助您更智能地工作。Improve work patterns through personal productivity insights: MyAnalytics uses everyday data from Microsoft 365 to give you insights into how you spend your time and tips that help you work smarter.
  • 改进您的关系: 增加你的协作时间、改进团队会议和扩大你的网络。Improve your relationships: Increase your collaboration time, improve your team meetings, and grow your network.
  • 获取更多焦点时间: 查找更多时间以消除打扰、停止多任务并将重点放在您的核心优先级上。Get more focus time: Find more time to eliminate distractions, stop multi-tasking, and focus on your core priorities.
  • 改进您的工作寿命平衡: 改进您的工作模式并减少您在工作中花费的时间,以实现更好的工作寿命平衡和整体 wellbeing。Improve your work-life balance: Improve your work patterns and reduce the time you spend working for better work-life balance and overall wellbeing.

案例研究Case studies

  • 了解大型财富500客户如何使用 MyAnalytics 来培养 wellbeing 和生产率: Fannie Mae 如何使用 MyAnalyticsDiscover how a large Fortune 500 customer used MyAnalytics to foster wellbeing and productivity: How Fannie Mae uses MyAnalytics

    对于 COVID-19 pandemic 期间远程工作的新员工,在每天的时间内通过 Microsoft 365 工具访问同事和信息一直是至关重要的,而 MyAnalytics 可帮助他们更有效地使用工作时间。For employees who are new to remote work during the COVID-19 pandemic, having access to colleagues and information through Microsoft 365 tools at any time of day has been critical to staying productive, while MyAnalytics helps them use work hours more effectively. "使用焦点计划功能帮助人们每天阻止其日历上的时间,以挖空优先级项目,这对于 juggling 家庭需求和工作的员工尤其有用。"Using the Focus scheduling feature is helping people block off time on their calendars each day to knock out priority projects, which is especially helpful for our employees who are juggling family needs along with work." -Dawn Damico:数字工作区的副总裁,Fannie Mae- Dawn Damico: Vice President of Digital Workplace, Fannie Mae

  • 收听世界上最大的 brewer 如何结合使用 MyAnalytics 与工作区分析,以更好地更改其工作区协作习惯: ABInBevHear how the world's largest brewer used MyAnalytics in conjunction with Workplace Analytics to change its workplace collaboration habits for the better: ABInBev

    ABInBevABInBev

    在 ABInBev 中使用 MyAnalytics 和工作区分析The use of MyAnalytics and Workplace Analytics at ABInBev

推出 MyAnalyticsRoll out MyAnalytics

您可以一次或分阶段在组织中部署 MyAnalytics。You can deploy MyAnalytics in your organization all at once or in phases. 无论在哪种情况下,在您广泛地推出产品之前,我们建议您先获取其他购买,即以下 " 预备步骤 " 一节中介绍的可选步骤。In either case, before you roll out the product broadly, we recommend that you obtain additional buy-in, an optional step that is described in the following preparatory steps section.

MyAnalytics 首展清单MyAnalytics rollout checklist

  1. (可选) 完成 准备步骤(Optional) Complete the preparatory steps.
  2. 选择一个展示方案Choose a rollout scenario.
  3. 完成您选择的首展方案中的步骤。Complete the steps in the rollout scenario that you chose.

准备步骤Preparatory steps

当组织中的所有用户收到 M365 订阅时,很容易为其打开 MyAnalytics。It is easy to turn on MyAnalytics for all users in your organization as it comes with your M365 subscription. 下面是您的组织可能考虑的推荐但可选步骤的列表:Here is a list of recommended but optional steps that your organization might consider:

  • 创建通信计划: 确定组织在 MyAnalytics 部署期间和之后如何有效地与用户通信。Create a communication plan: Identify how your organization will effectively communicate with users during and after the rollout of MyAnalytics. 使用户可以轻松查找有关 MyAnalytics 的信息。Make it easy for users to find information about MyAnalytics. 例如,使用 Yammer 组或 SharePoint 网站可帮助用户了解在组织中使用 MyAnalytics 的好处。For example, use Yammer groups or SharePoint sites to help users learn about the benefits of using MyAnalytics within their organization.
  • 请考虑你的利益干系人: 在您的组织中确定和与 MyAnalytics 的部署提前进行通信可能非常重要。Consider your stakeholders: It may be important in your organization to identify and communicate with stakeholders ahead of rollout of MyAnalytics. 确定并通知他们 (您可以使用此五分钟 MyAnalytics 概述视频) 。Identify and inform them (you can use this five-minute MyAnalytics overview video). 此外,请参阅 包括利益干系人Also, see Include stakeholders.
  • 请考虑先运行引导: 在将 MyAnalytics 扩展到整个组织之前,您可能需要考虑使用一小部分用户 运行试验性展示Consider running a pilot first: Before scaling MyAnalytics to your entire organization, you might want to consider running a pilot rollout with a subset of users. 尤其是对于大型组织,先通过执行试验来验证用户准备情况、发现和缓解问题并帮助确保组织范围的成功实施,以简单的方式测试广泛的首次扩展。Especially for large organizations, it is a natural step to test a broad rollout on a small scale first by conducting a pilot to validate user readiness, identify and mitigate issues, and help ensure a successful organization-wide implementation.
  • 安全性和隐私: MyAnalytics 是安全和构建的,用于保护用户隐私。Security and Privacy: MyAnalytics is secure and built to protect user privacy. 隐私指南介绍了 MyAnalytics 如何遵守隐私法规。The Privacy guide describes how MyAnalytics complies with privacy regulations. 我们建议您与安全和隐私团队共享本隐私指南,让他们更好地了解 MyAnalytics 的隐私功能。We recommended that you share this privacy guide with security and privacy teams to give them a better understanding of the privacy features of MyAnalytics.
  • 与现有计划关联: 在引入 MyAnalytics 时,请将其与组织内的现有计划或培训计划(如 employee wellbeing 计划)关联。Tie to existing initiative: As you introduce MyAnalytics, tie it to an existing initiative or training plan within your organization such as an employee wellbeing initiative. 避免将其作为技术工具引入,而是作为与组织的价值相集成的习惯更改工具。Avoid introducing it as a technology tool but rather as a habit-changing tool that is integrated with the organization’s values.

包括利益干系人Include stakeholders

在 "欢迎使用电子邮件" (下载欢迎电子邮件模板) 发送给用户之前,确定并通知关键风险承担者。在您的首展过程中,可能是一个重要的初步步骤。Identifying and notifying your key stakeholders before the welcome email (Download Welcome email template) is sent to users can be an important preliminary step in your rollout process. 这些利益干系人应了解欢迎电子邮件的部署所附带的价值、时间线和预期体验。These stakeholders should understand the value, timelines, and expected experiences that come with the rollout of the Welcome email. 如果进行了主动管理,这些利益干系人就会成为推动推广过程的有价值的拥护者。When managed proactively, these stakeholders can become valuable advocates for moving the rollout process forward.

下面是您在首展项目中可以考虑的一些角色:Here are some roles you might consider as part of the rollout project:

  • 执行发起人。Executive sponsor. 发送有关产品的 欢迎电子邮件 ,最好使用报价单了解产品的使用体验。Sends welcome email about the product, ideally with quotes about their experience with the product.
  • 安全主管。Security lead. 查看 隐私指南 以了解有关 MyAnalytics 中的数据安全性的信息。Reviews the Privacy guide to learn about data security in MyAnalytics.
  • M365 管理员。 根据业务要求启用和禁用 MyAnalytics 访问;请参阅 首展应用场景M365 admin. Enables and disables MyAnalytics access per business requirements; see Rollout scenarios.
  • 支持/技术支持主管。Support/Help-desk lead. 管理用户提出的问题。Manages questions from users. MyAnalytics 常见问题解答中可以找到一些有用的答案。Some helpful answers can be found in the MyAnalytics FAQs.
  • 培训负责人。Training lead. 运行培训研讨会。Runs a training workshop. 此人可能会找到 MyAnalytics 帮助的培训视频This person might find the Training videos for MyAnalytics helpful.

选择首展方案Choose a rollout scenario

本部分介绍了部署 MyAnalytics 的四种方案。This section presents four scenarios for deploying MyAnalytics. M365 管理员可以通过使用 PowerShell 或使用 Microsoft 365 管理中心来实现这些方案中的任何一个。An M365 admin can implement any of these scenarios either by using PowerShell or by using the Microsoft 365 Admin Center. 通常情况下,管理员使用管理中心为大多数或所有用户广泛配置 MyAnalytics,并使用 PowerShell 为选择用户设置特定的配置。Typically, admins use the Admin Center to broadly configure MyAnalytics for most or all users, and they use PowerShell to set specific configurations for select users.

首展方案Rollout scenarios

选择并完成以下方案之一:Select and complete one of the following scenarios:

  • 默认值为。Default on. 对于所有用户,默认情况下,MyAnalytics 的所有表面均处于打开状态。For all users, all surfaces of MyAnalytics are turned on by default. 这是默认方案。This is the default scenario.
  • 默认值为 offDefault off. 默认情况下,MyAnalytics 处于关闭状态;用户可以单独打开部分或全部 MyAnalytics 图面。MyAnalytics is off by default; users can individually turn on some or all MyAnalytics surfaces.
  • 混合部署Mixed deployment. 某些用户已选择加入,某些用户未选择加入所有 MyAnalytics 曲面。Some users are opted in and some users are opted out of all MyAnalytics surfaces.
  • 可选的选择加入Optional opt-in. 某些用户在默认情况下 MyAnalytics 关闭了,并且可以在以后选择自己。Some users have MyAnalytics off by default and can opt themselves in later.

上的默认Default on

在此方案中,默认情况下,所有用户的 MyAnalytics 的所有表面均处于启用状态。In this scenario, all surfaces of MyAnalytics are turned on by default for all users. 他们将收到欢迎电子邮件和每周电子邮件摘要,他们将有权访问 MyAnalytics 仪表板、Insights 加载项和 Outlook 内联建议。They will receive the welcome email and the weekly email digest and they will have access to the MyAnalytics dashboard, the Insights add-in, and Outlook inline suggestions.

确认配置Confirm the configuration

角色: M365 管理员Role: M365 Admin

  1. 登录到 Microsoft 365 管理中心Sign in to the Microsoft 365 admin center. 请确保您使用的是新的管理中心。Make sure you are using the new admin center. 若要执行此操作,如果页面右上角的开关 尝试新管理中心,请将其选中,使其能够读取 新管理中心To do this, if the switch in the upper right of the page reads Try the new admin center, select it so that it reads The new admin center:

    新管理中心

  2. 在左窗格中,展开 " 设置 ",然后选择 " 组织设置"。In the left pane, expand Settings and then select Org settings.

  3. 在 " 服务 " 选项卡上,选择 " MyAnalytics"。On the Service tab, select MyAnalytics. 这将打开一个页面,您可以在其中配置对 MyAnalytics 元素的访问。This opens a page on which you can configure access to MyAnalytics elements. 它应显示所有 MyAnalytics 元素均已启用。It should show that all MyAnalytics elements are enabled.

  4. 如果有任何元素未启用,请将其选中以启用它,然后选择 " 保存更改"。If any element is not enabled, select it to enable it and then select Save changes.

    分配访问权限

默认关闭Default off

在这种情况下,默认情况下 MyAnalytics 处于关闭状态,但用户可以一次性为自己打开 — 所有功能或单独功能。In this scenario, MyAnalytics is off by default but users can turn it on for themselves — either all features at once or individual features. 用户不会收到电子邮件摘要,但可以在 myanalytics.microsoft.com) 访问 MyAnalytics 仪表板 (,以便他们可以分别选择加入每个表面。Users do not receive the email digest but they can access the MyAnalytics dashboard (at myanalytics.microsoft.com), where they can opt in to each surface individually.

将 MyAnalytics 设置为默认关闭Set MyAnalytics to default off

角色: M365 管理员Role: M365 Admin

  1. 登录到 Microsoft 365 管理中心Sign in to the Microsoft 365 admin center. 请确保您使用的是新的管理中心。Make sure you are using the new admin center. 若要执行此操作,如果页面右上角的开关 尝试新管理中心,请将其选中,使其能够读取 新管理中心To do this, if the switch in the upper right of the page reads Try the new admin center, select it so that it reads The new admin center:

    新管理中心

  2. 在左窗格中,展开 " 设置 ",然后选择 " 组织设置"。In the left pane, expand Settings and then select Org settings.

  3. 在 " 服务 " 选项卡上,选择 " MyAnalytics"。On the Service tab, select MyAnalytics. 这将打开一个页面,以配置对 MyAnalytics 元素的访问。This opens a page to configure access to MyAnalytics elements.

    分配访问权限

  4. 取消选择 " Insights 仪表板"、" 每周摘要" 和 " 见解 Outlook 外接程序 ",使组织中的所有 MyAnalytics 用户都不会选择退出所有 MyAnalytics 功能。Deselect Insights dashboard, Weekly digest, and Insights Outlook add-in to keep all MyAnalytics users in your organization opted out of all MyAnalytics features.

完成这些设置后,用户可以打开 MyAnalytics 仪表板并 自己打开 MyAnalytics 功能After these settings are complete, users can open the MyAnalytics dashboard and turn on MyAnalytics features by themselves.

混合部署Mixed deployment

在这种情况下,某些用户已选择加入,某些用户未选择加入所有 MyAnalytics 曲面。In this scenario, some users are opted in and some users are opted out of all MyAnalytics surfaces. 选择接收每周电子邮件摘要的人员可以打开 MyAnalytics 仪表板,并查看 Outlook Insights 加载项。Those who are opted-in receive the weekly email digest, can open the MyAnalytics dashboard, and see the Outlook Insights add-in. 作为选择退出的用户将看到此处显示的默认 "关闭" 页面,在此,他们可以使用功能设置窗格选择加入任意 MyAnalytics 曲面:Those who start out as opted out see the default “off” page shown here, on which they can use the Feature settings pane to opt in to any of the MyAnalytics surfaces:

默认情况下 MyAnalytics 关闭的功能设置功能设置窗格Feature settings Feature settings pane with MyAnalytics off by default

设置混合部署Set up mixed deployment

角色: M365 管理员Role: M365 Admin

  1. 在所有用户的所有表面上关闭 MyAnalytics。Turn off MyAnalytics on all surfaces for all users. 若要执行此操作,请按照 Set MyAnalytics to default off中的步骤操作。To do this, follow the steps in Set MyAnalytics to default off.

  2. 使用以下步骤为多个用户更改对 MyAnalytics 的访问权限。Use the following steps to change access to MyAnalytics for multiple users. 若要执行此操作,请运行循环访问用户的 PowerShell 脚本,一次更改一个用户的值。Do this by running a PowerShell script that iterates through the users, changing the value one user at a time. (还请参阅 Exchange Online PowerShell V2 module。 ) (Also see Exchange Online PowerShell V2 module.)

  3. 创建一个逗号分隔值 ( .csv) 文本文件,该文件包含要配置的用户的 UserPrincipalName 字段。Create a comma-separated value (.csv) text file that contains the UserPrincipalName field of the users you want to configure. 这将成为您的输入 .csv 文件。This will become your input .csv file. 例如:For example:

    UserPrincipalName
    ClaudeL@contoso.onmicrosoft.com
    LynneB@contoso.onmicrosoft.com
    ShawnM@contoso.onmicrosoft.com
    
  4. 指定要为每个用户设置的输入 .csv 文件的位置、输出 .csv 文件以及要为每个用户设置的 PrivacyMode 值。Specify the location of the input .csv file, the output .csv file, and the value of PrivacyMode that you want to set for each user. 注意: output.csv 文件将包含运行此 PowerShell 脚本的结果。Note: The output.csv file will contain the results of running this PowerShell script. 有关 PrivacyMode 的可能值的详细信息,请参阅 UserAnalyticsConfig/Parameters。For more information about possible values for PrivacyMode, see Set-UserAnalyticsConfig / Parameters.

    $inFileName="<path and file name of the input .csv file that contains the users, example: C:\admin\Users2License..csv>"
    $outFileName="<path and file name of the output .csv file that records the results, example: C:\admin\Users2License-Done..csv>"
    $privacyMode = "Opt-in"
    
    $users=Import-Csv $inFileName
    ForEach ($user in $users)
    {
    $user.Userprincipalname
    $upn=$user.UserPrincipalName
    
    Set-UserAnalyticsConfig –Identity $upn -PrivacyMode $privacyMode
    Get-UserAnalyticsConfig –Identity $upn | Export-Csv $outFileName 
    }
    
  5. 在 Exchange Online PowerShell V2 模块命令提示符处运行生成的命令。Run the resulting commands at the Exchange Online PowerShell V2 module command prompt. 有关此模块的详细信息,请参阅 Exchange Online PowerShell V2 moduleFor more information about the module, see Exchange Online PowerShell V2 module.

此 PowerShell 脚本执行以下操作:This PowerShell script does the following:

  • 显示每个用户的用户主体名称。Displays the user principal name for each user.
  • 为每个用户设置指定的隐私模式。Sets the specified privacy mode for each user.
  • 创建一个 .csv 文件,其中包含所有已处理的用户并显示其状态。Creates a .csv file with all the users that were processed and shows their status.

可选自愿加入Optional opt-in

在这种情况下,某些用户在默认情况下 MyAnalytics 关闭,并且可以自行选择。对于其他一些人,服务计划已被删除,因此他们不能选择加入。In this scenario, some users have MyAnalytics off by default and can opt themselves in; for some others, the service plan has been removed so they cannot opt in.

没有服务计划的用户将在 myanalytics.microsoft.com中看到以下内容:Users without a service plan will see the following at myanalytics.microsoft.com:

无服务计划

虽然 MyAnalytics 对这些用户不可用,但其数据会对其他用户的电子邮件阅读统计信息进行贡献。While MyAnalytics is not available to these users, their data contributes to the email-read statistics for other users. 例如,当他们收到符合条件的电子邮件并进行阅读时,MyAnalytics 会在发件人显示的读取百分比中包含该统计信息。For example, when they receive a qualifying email and read it, MyAnalytics includes that statistic in the read percentage that's shown to the sender. 用户可以通过在 MyAnalytics 仪表板的 " 功能设置 " 窗格中关闭 "MyAnalytics" 切换来选择不分配数据。A user can choose to not contribute data by turning the MyAnalytics toggle off in the Feature settings pane of the MyAnalytics dashboard.

设置可选自愿加入To set up optional opt-in

此过程与使用一个重要区别 设置混合部署 完全相同:用户未选择以开始使用。This procedure is identical to Set up mixed deployment with one important difference: Users are opted out to start with. 在此过程中,M365 管理员将创建一个 .csv 文件,其中列出了将作为选择退出的用户,但可以选择自行加入。In this procedure, the M365 admin creates a .csv file that lists users who will start out as opted out but can choose to opt themselves in.

角色: M365 管理员Role: M365 Admin

  1. 在 " 设置混合部署 " 中执行步骤 1-5,并出现以下异常:对于步骤4,请使用以下 PowerShell 命令:Follow steps 1 - 5 in Set up mixed deployment with this exception: For step 4, use this PowerShell command:

    $inFileName="<path and file name of the input .csv file that contains the users, example: C:\admin\Users2License..csv>"
    $outFileName="<path and file name of the output .csv file that records the results, example: C:\admin\Users2License-Done..csv>"
    $privacyMode = "Opt-out"
    
    $users=Import-Csv $inFileName
    ForEach ($user in $users)
    {
    $user.Userprincipalname
    $upn=$user.UserPrincipalName
    
    Set-UserAnalyticsConfig –Identity $upn -PrivacyMode $privacyMode
    Get-UserAnalyticsConfig –Identity $upn | Export-Csv $outFileName 
    }
    

    此 PowerShell 脚本执行以下操作:This PowerShell script does the following:

    • 显示每个用户的用户主体名称。Displays the user principal name for each user.
    • 为每个用户设置指定的隐私模式。Sets the specified privacy mode for each user.
    • 创建一个 .csv 文件,其中包含所有已处理的用户并显示其状态。Creates a .csv file with all the users that were processed and shows their status.

    完成这些步骤后,用户以后可以使用 MyAnalytics 仪表板选择 自己 ,如果需要,也可以选择。After you complete these steps, users can later use the MyAnalytics dashboard to opt themselves in if they so choose.

  2. 若要确保特定用户不能自愿加入 MyAnalytics,请从这些用户中删除 MyAnalytics 服务计划。To ensure that particular users are not able to opt themselves into MyAnalytics, remove the MyAnalytics Service plan from those users.

运行试验性展示Run a pilot rollout

对于大型组织,我们建议您在将 MyAnalytics 部署到整个组织之前,运行小规模的试点。For large organizations, we recommend that you run a small-scale pilot rollout before you deploy MyAnalytics to the whole organization. 此试点可帮助您验证准备情况并确定和缓解任何问题,以帮助确保成功的部署。This pilot can help you validate readiness and identify and mitigate any issues to help ensure a successful rollout. 本部分提供了一些提示,并介绍了运行试点的步骤。This section gives tips and describes the steps to run a pilot.

若要从试点中获取最真实的结果,它应涉及在尝试使用新技术时 enthusiastic 的一组实际用户,并愿意与他们的同事分享他们的体验。To get the most realistic results from the pilot, it should involve a group of actual users who are enthusiastic in trying new technologies and are willing to share their experiences with their colleagues.

试点系统必备组件Pilot prerequisites

在开始试点之前,请先准备好以下内容:Before you start the pilot, have these in place:

  • 设置和测量目标Set and measure goals. 您需要明确定义的目标来衡量试点是否成功。You’ll need clearly defined goals for measuring the success of the pilot.
  • 内.Duration. 确定试点的开始和结束日期。Identify the start and end dates of the pilot. 提示:让它至少运行45天。Tip: Let it run for a minimum of 45 days.
  • 招聘试点用户Recruit pilot users. 在试点组中包括利益干系人和参与者的平衡组合。Include a balanced mix of stakeholders and participants in the pilot group. 包含不同角色的范围,例如具有直接下属的经理和来自不同部门的用户。Include a range of different roles, such as managers with direct reports and users from different departments.
  • 对工作进度进行节奏。Pace your work. 开始很小并需要一些时间来暂停、评估结果并调整试点。Start small and take time to pause, assess results, and adjust the pilot.

试点时间线Pilot timeline

我们建议您按照以下步骤执行试验:We recommend that you follow these steps to conduct the pilot:

  1. 欢迎电子邮件 (下载 模板) 。Welcome email (download template). 向所有试点用户发送此电子邮件,并邀请他们参加培训。Send this email to all pilot users and invite them to training.

  2. 培训试点参与者 如何使用 MyAnalytics。Train the pilot participants in how to use MyAnalytics.

  3. 分配服务计划。Assign the service plan. 在向试点用户推出 MyAnalytics 之前,请确保已将所有用户分配到 Microsoft 365 管理中心中的 MyAnalytics service planBefore rolling out MyAnalytics to the pilot users, ensure that all users have been assigned to a MyAnalytics service plan in the Microsoft 365 Admin Center.

  4. 动员.Kickoff. 开始试用。Begin the pilot. 向试点参与者通知引导开始并提醒其持续时间和任务,如 测试计划中所述。Announce to the pilot participants that the pilot is starting and remind them of its duration and their tasks, as described in the test plan. 有关详细信息,请参阅 筹办试验See Conduct the pilot for more details.

  5. 向风险承担者咨询。Consult with stakeholders. 在整个试点过程中,与 项目利益干系人 会面,以在用户反馈到来时对其进行检查,并解决任何出现的技术问题,以确保试验顺利运行。Throughout the pilot, meet with your project stakeholders to review user feedback as it arrives and address any technical issues that arise to ensure that the pilot is running smoothly.

  6. 评估和规划。Assess and plan. 使用试点中的结果规划后续步骤。Use results from the pilot to plan your next steps. 请参阅 评估试点课程并制定计划See Assess the pilot lessons and make a plan.

设置和测量目标Set and measure goals

若要判断试点是否成功,需要了解参与者是否从产品获得价值,并将其推荐给其同事。To judge the success of the pilot, you need to know whether participants got value from the product and would recommend it to their colleagues. 请考虑使用调查来评估产品的看法和有用性。Consider using a survey to assess sentiment and usefulness of the product.

设计测试计划Design a test plan

若要获得成功的试点体验,请为参与者提供明确定义的任务,并提供一种共享其反馈的方法。For a successful pilot experience, give your participants clearly defined tasks to complete along with a way to share their feedback. 用户可在 MyAnalytics 中执行的操作包括:Examples of what users can do in MyAnalytics include:

  • 选择加入一个或所有 MyAnalytics 功能。Opt in to one or all MyAnalytics features.
  • 每日自动获取焦点的时间。Automatically get focus time every day.
  • 使用 "见解" 选项卡跟踪未完成的任务、准备会议或跟进未读文档。Use the Insights tab to follow up with outstanding tasks, prepare for meetings, or follow up on unread documents.

收集反馈Collect feedback

确保您有一个打开的反馈通道来跟踪进度并测量结果,例如:Ensure that you have an open feedback channel to track progress and measure outcomes, such as:

  • 设计调查并在试点完成后使用它来捕获和评估结果。Design a survey and use it after the pilot completes to capture and assess results.
  • 为试点参与者创建团队频道或 Yammer 社区,以加入和分享他们的体验。Create a Teams channel or Yammer community for pilot participants to join and share their experiences. 或者,也可使用 Yammer。Alternatively, use Yammer.

招聘试点用户Recruit pilot users

试点用户是公司推出的第一阶段的一部分。The pilot users are part of the first phase of the company rollout. 与那些是新工具的第一个用户进行沟通,以促进个人工作效率和改进工作模式。Communicate with them that are the first users of a new tool to drive personal productivity and improved work patterns at work. 他们应愿意提供反馈;与他们共享他们的反馈通过帮助改进对参与者的配置知识、内部文档和通知,让所有其他人更容易进行部署。They should be willing to provide feedback; share with them that their feedback will make things easier for all others in later phases of the rollout by helping to improve configuration knowledge, internal documentation, and notifications to participants. 请注意,如果试点用户不是执行领导者,最好这样做。Note that it's best if the pilot users are not executive leaders.

确定试点用户可能需要 IT 团队与目标组的部门领导之间的讨论。Identifying pilot users might require discussion between the IT team and the department heads of target groups. 在此讨论中,请尝试确定 enthusiastic 使用新工具来改进其工作的用户。In this discussion, try to identify users who are enthusiastic about using new tools to improve their work.

建议: 考虑将试点用户分组为与不同的 部署方案相对应的组。Recommended: Consider grouping the pilot users into groups that correspond to the different rollout scenarios. 这样,M365 管理员就可以获取有关不同应用场景的反馈,然后再以更大规模的方式实施它们。This lets the M365 administrator get feedback about the different scenarios before implementing them at a larger scale.

培训试点参与者Train pilot participants

您的组织可以选择负责对试点用户进行培训的内部人员。Your organization can choose an internal person responsible for training the pilot users. 培训师可以使用 这些视频 作为培训资源。The trainer can use these videos as training resources.

执行试点Conduct the pilot

下面是45天试点的一个示例时间线:The following is an example timeline for a 45-day pilot:

  • 试点启动前的一周内-During the week before the pilot kickoff
    • 向试点用户发送与预期和时间有关的初始通信。Send initial communication to pilot users about what to expect and when. 这也是 进行培训 或分享有关如何使用 MyAnalytics 的培训材料的一个很有机会。This is also a good opportunity to conduct training or share training materials about how to use MyAnalytics. 您还可以立即发送调查,以在试点之前和之后比较用户看法。You can also send a survey now to compare user sentiment before and after the pilot.
    • 在 Microsoft 365 管理中心中,将 MyAnalytics 服务计划分配给试点用户。Assign a MyAnalytics service plan to pilot users in the Microsoft 365 Admin Center. 选择首展方案,并按照管理员展示步骤将用户注册到 MyAnalytics。Choose the rollout scenario and follow the admin rollout steps to enroll users into MyAnalytics.
  • 第1天 –发送通知电子邮件,引导即将开始。Day 1 – Send announcement email that the pilot is beginning.
  • 第14天 -向试点用户发送中点通信,并根据需要发送调查。Day 14 - Send a midpoint communication to the pilot users and optionally send a survey.
  • 第40天 –将最终通信发送给试点用户。Day 40 – Send the final communication to the pilot users. 对他们的体验进行最终调查。Conduct a final survey on their experience.
  • 41 天至第45天-评估试点结果并规划后续步骤。Days 41–45 - Assess pilot results and plan for next steps.

评估试点课程并制定计划Assess the pilot lessons and make a plan

在试点完成后,收集所有反馈调查、支持票证和其他指标。After the pilot is complete, gather all feedback surveys, support tickets, and other metrics. 按照您的想法分析它们,以规划实际的 MyAnalytics 部署。Analyze them with your goals in mind plan the actual MyAnalytics rollout. 使用您对试点的分析来决定您的组织是否已准备好部署 MyAnalytics 的广泛部署。Use your analysis of the pilot to decide whether your organization is ready for a broad deployment of MyAnalytics. 如果不是,请考虑将试点扩展到更多用户。If it is not, consider extending the pilot to more users. 请参阅 试点项目后的选项See Post-pilot options.

试点项目后选项Post-pilot options

是否实现了试点目标?Were pilot goals achieved? 请考虑下面的步骤Consider these next steps
是 (例如,用户满意度高) Yes (for example, user satisfaction was high) 您已准备好开始展示阶段。You are ready to start the rollout phase. 根据你的目标,你可以执行以下操作之一:Depending on your goals, you can do one of the following:
  • 将试点扩展到其他参与者,可能在不同角色中或与初始试点组不同的协作模式。Extend the pilot to additional participants, perhaps in different roles or with different collaboration patterns than the initial pilot group.
  • 选择加入组织中其他选择组的 MyAnalytics。Opt-in MyAnalytics for other select groups in your organization.
  • 对于组织中的所有其他用户,自愿加入 MyAnalytics。Opt-in MyAnalytics for all other users in your organization.
No 调整计划并重新访问试点。Adjust your plan and revisit the pilot. 为确保实现目标,我们建议您将目标与组织内的现有计划相联系。To ensure that goals are achieved, we recommend that you tie the goals to existing initiatives within your organization.

支持文档Supporting documentation

如果用户有关于使用 MyAnalytics 的问题,请将其指向发布的 MyAnalytics 常见问题解答 获取答案。If users have questions about using MyAnalytics, point them to the published MyAnalytics FAQs for answers.

利益干系人的资源Resources for stakeholders

MyAnalytics 的培训视频Training videos for MyAnalytics

这些培训视频对于将运行研讨会的人来说是一项非常有用的资源,可介绍如何使用 MyAnalytics。These training Videos can be a great resource for people who will run a workshop to explain how to use MyAnalytics.

视频: MyAnalytics 概述Video: MyAnalytics overview
视频: MyAnalytics 仪表板Video: MyAnalytics dashboard
视频: Outlook insights 和内嵌建议Video: Outlook insights and inline suggestions