舉辦使用者試驗Conduct a user pilot

升級歷程圖表,醒目提示部署與實現Upgrade journey diagram, highlighting Deployment and Implementation

本文是您升級歷程的部署與實施階段的一部分,並分享深入的執行試驗。This article is part of Deployment and Implementation stage of your upgrade journey, and shares insights for running an effective pilot. 繼續之前,請確認您已完成下列活動:Before proceeding, confirm that you've completed the following activities:

透過部署新技術,您的組織可以實現成本節約、安全性合規性、員工滿意度及操作效率等業務價值,但也會影響您的使用者的生產力與組織結構 (您的網路) 。By deploying new technologies, your organization can realize business value such as cost savings, security compliance, employee satisfaction, and operational efficiencies, but it can also affect your users' productivity and organizational infrastructure (your network). 在您的整個組織啟用新技術之前,請先執行正式的使用者試驗。Before enabling new technology across your organization, conduct a formal user pilot. 就像您在繪製整個聊天室前,在牆上繪製小的色彩片一樣,您可以執行試驗來驗證技術與使用者的準備情況、找出並減少問題,並協助確保整個組織範圍的實施順利完成。Just like you'd paint a small patch of color on a wall before painting the whole room, you'd test a broad rollout on a smaller scale by conducting a pilot to validate technical and user readiness, identify and mitigate issues, and help ensure a successful organization-wide implementation.

若要達到最實際的結果,試驗應涉及實際的使用者、模仿其溝通與共同作業的方式,以及驗證技術與使用者體驗。To achieve the most realistic results, the pilot should involve actual users, mimic how they communicate and collaborate, and verify both technical and user experiences. 無論您的組織是考慮並排執行商務用 Skype 和團隊、日後升級至小組,或是部署通話或會議等新功能,試驗都能協助您為貴組織找出正確的路徑。Whether your organization is considering running Skype for Business and Teams side by side, upgrading to Teams in the future, or deploying new functionality such a calling or conferencing, a pilot can help identify the right path forward for your organization. 您有時會考慮推出的階段1,理想的試驗會利用您已開始的準備,並以目標使用者群組來實現您定義的方案。Sometimes considered Phase 1 of a rollout, the ideal pilot leverages the preparation you've already started and implements your defined plan with a targeted group of users.

描繪決策點的圖示
決策點Decision point
  • 您要如何使用試驗來通知專案方向?How will you use a pilot to inform project direction?
描繪後續步驟的圖示
後續步驟Next step
  • 請使用以下指導方針來設計及執行您的正式試點。Use the guidance below to design and execute your formal pilot.

提示

使用範例 試驗資源 ,協助您設計通訊、測試計劃及意見反應問卷。Use the sample pilot resources to help design your communications, test plan, and feedback survey.

1. 大綱試驗物流1. Outline pilot logistics

成功的試驗已定義開始和結束日期,以及 明確定義 的評估成功目標。A successful pilot has defined start and end dates, and clearly defined goals for measuring success. 這些目標應該與您更多專案的範圍相符,就像您在 定義專案範圍時所記錄的一樣,並將用來在您的試驗結束後通知您的路徑。These goals should align with the scope of your broader project, as you documented when you defined your project scope, and will be used to inform your path forward after your pilot is over. 您也應該確定您已在專案工期中包含正確的專案關係人。You should also ensure that you've included the right stakeholders for the duration of the project. 您可能會想要允許足夠的時間執行試驗並評估其影響:我們建議您至少30天。You'll want to be sure to allow enough time to run the pilot and assess its impact: we recommend a minimum of 30 days.

開始小型,並視需要新增至您的試驗(無論是加入工作負載或功能或其他使用者),讓您在進行反覆運算時評估結果並調整您的試執行時間。Start small, and add to your pilot as appropriate—whether by adding workloads or features, or additional users—making time to assess results and adjust your pilot as you iterate. 您甚至可以選擇執行後續的試點,因為我們會在每個藍圖中發佈新的團隊功能。You might even opt to run subsequent pilots as new Teams features are released per the roadmap.

2. 選取您的試點參與者和測試案例2. Select your pilot participants and test scenarios

最重要的試驗規劃工作之一是精心的參與者選擇。One of the most important tasks of pilot planning is thoughtful participant selection. 請記住,小組已針對團隊合作進行優化,因此請務必自行根據角色或角色選取試驗參與者,但也要根據其專案和小組工作來進行。Remember that Teams is optimized for teamwork, so be sure to select pilot participants not solely based on roles or personas but also based on their project and cross-team work. 最適合開始的地方是向您的風險承擔者和部門經理要求您可以在小組中驗證的真實專案。A great place to start is asking your stakeholders and department managers for real projects that you can validate in Teams. 角色式專案的範例可能是將團隊與您的銷售組織搭配使用,以確保欄位代表能輕鬆存取他們所需的資源,並與其他欄位成員共用見解。An example of a role-based project might be to use Teams with your sales organization to ensure that field reps can easily access the resources they need and share insights with other field members. 以專案為基礎的工作範例,就是將產品啟動活動與行銷、訓練、公用關係及活動規劃小組協調。An example of project-based work might be coordinating a product launch event with the marketing, training, public relations, and event planning teams. 無論您所選的是哪一種情況,試驗都應該延伸至 IT 中的主要人員、訓練及您的支援人員,讓您可以在充分優化專案管理資源的同時,全面驗證方案。Whichever scenarios you select, the pilot should extend to key people in IT, training, and your helpdesk, so you can thoroughly validate the solution while fully optimizing project management resources.

提示

選取您的小組試點群組參與者時,請務必包含商務用 Skype 的最上層使用者。When selecting your Teams pilot group participants, be sure to include top users of Skype for Business. 請諮詢這些使用者,瞭解他們目前如何使用商務用 Skype,然後組建一個測試方案,以確認團隊能滿足其目前的需求。Check with those users to understand how they use Skype for Business today, then build out a test plan to verify that Teams can meet their current needs.

3. 設計您的測試方案與意見反應問卷3. Design your test plan and feedback survey

若要取得成功的試驗體驗,請為參與者提供明確定義的工作,並將其與他們分享意見反應的方式共同作業。For a successful pilot experience, give your participants clearly defined tasks to complete along with a way for them to share their feedback. 將任務組成群組,為您的使用者提供真實世界的案例,示範其日常活動的關聯性。Group tasks together to offer real-world scenarios to your users, demonstrating relevancy to their daily activities. 讓您在 評估組織變更準備 指南中定義的使用案例,瞭解您的測試方案。Let the use cases you defined in Assess organizational change readiness guide your test plan.

貴組織可以選擇一次試驗所有功能,或使用逐步式方法,例如,先進行先導共同作業,然後再進行聊天與通話。Your organization might choose to pilot all functionality at once, or use a gradual approach—for example, pilot collaboration first, then meetings, then chat and calling. 確定您有已開啟的意見反應頻道,以追蹤進度及測量結果。Ensure that you have an open feedback channel to track progress and measure outcomes. 使用預先定義的問卷來輕鬆捕獲和評估試點結果;問卷設計應根據測試方案中的案例和功能而定。Use a predefined survey as an easy way to capture and assess pilot results; the survey design should be based on the scenarios and features in your test plan.

4. 建立通訊方案4. Create your communications plan

您對試驗的成功至關重要,那就是您可以讓試點參與者掌握所發生的問題、時間和原因,以及它們的預期。It's crucial to the success of your pilot that you educate pilot participants on what's happening, when, and why, and what's expected of them. 若要推動感興趣和最大的參與,請務必包含使用者價值訊息,以及使用者在逐步完成試驗時可取得其他資訊的訓練與支援的連結。To drive excitement and maximum participation, be sure to include user value messaging in addition to links to training and support where users can get additional information as they progress through the pilot. 以下是一些可讓您開始使用試驗通訊方案的範例資源:Here are a few sample resources to get you started with your pilot communications plan:

  • 試驗資源,包括電子郵件範本和樣本意見問卷調查問題Pilot resources, including email templates and sample feedback survey questions
  • [從商務用 Skype 切換至 小組],這是一種快速入門手冊,可協助商務用 skype 使用者開始使用團隊Switch to Teams from Skype for Business, a quick-start guide designed to help Skype for Business users get started with Teams

5. 進行試驗5. Conduct your pilot

完成所有物流之後,您就可以開始進行試驗了。With all the logistics in place, you're now ready to begin your pilot. 您的試驗包括與您的使用者進行通訊、監控您的網路與使用狀況,以確保您的網路效能和通話品質保持正常、收集參與者的意見反應,以及回顧與團隊相關的問題。Conducting your pilot includes communicating with your users, monitoring your network and usage to ensure your network performance and call quality remain healthy, gathering feedback from participants, and reviewing helpdesk tickets for questions related to Teams.

試驗成功的秘訣Tips for pilot success

下列秘訣可協助確保您的試驗成功:The following tips can help ensure the success of your pilot:

  • 開始試用之前,請確認所有試點參與者都已啟用適當的 [共存模式]Before beginning your pilot, confirm that all pilot participants are enabled for the appropriate [coexistence mode]
  • https://aka.ms/SkypeToTeams-SetCoexistence)您想要驗證的 (。(https://aka.ms/SkypeToTeams-SetCoexistence) you want to validate.
  • 每週,在整個試驗期間,與您的專案干係人見面,以查看使用者的意見反應、使用方式資料、網路資料和技術支援人員,以確保您的試點程式順暢運作。Weekly, throughout your pilot, meet with your project stakeholders to review user feedback, usage data, network data, and helpdesk tickets to ensure your pilot is running smoothly. 視需要進行調整。Make any adjustments as needed.

建議的時程表Suggested timeline

以下是30天試用版的建議時程表:Here's a suggested timeline for a 30-day pilot:

  • 試生產動員前的一周:傳送初始通訊至試驗使用者。One week before the pilot kickoff: Send initial communication to pilot users.
  • 第1天:將動員會通訊傳送給試驗使用者。Day 1: Send kickoff communication to pilot users.
  • 第7天:保留第一周的專案小組檢查點會議。Day 7: Hold the first weekly project team checkpoint meeting.
  • 第14天:傳送中間點溝通給您的試驗使用者,請按住每週專案小組檢查點會議。Day 14: Send mid-point communication to your pilot users, hold a weekly project team checkpoint meeting.
  • 第21天:保留每週專案小組檢查點會議。Day 21: Hold a weekly project team checkpoint meeting.
  • 第30天:傳送最終的通訊給您的試驗使用者。Day 30: Send final communication to your pilot users.
  • Days 31 至45:評估試運行結果,並規劃後續步驟。Days 31–45: Assess pilot results, and plan for next steps.

6. 評估學習專案並評估您的轉寄方案6. Assess learnings and evaluate your go-forward plan

完成試驗之後,就可以收集所有意見反應問卷、最終的網路統計資料,以及針對您的目標進行分析的支援入場券,判斷是否要實施您的轉寄方案。After your pilot is complete, it's time to gather all feedback surveys, final network stats, and support tickets for analysis against your goals and determine whether you'll implement your go-forward plan. 您可能會發現貴組織已準備好進行廣泛的部署,或者您想要將您的試驗延伸到更多使用者,或者您想要在您發現的任何問題遭到緩解之後,日後再重新查看試用版。You might find that your organization is ready for a broad deployment, or you want to extend your pilot to more users, or you want to revisit the pilot at a later date after any concerns you've identified have been mitigated. 請記住,您的試驗是在 可控 環境中預測技術與使用者結果的絕佳方式。小心地提前跳躍了。Remember that your pilot is a great way to predict technical and user outcomes in a controlled environment; be thoughtful about jumping ahead too quickly.

如果您的結果指出:If your results indicate:

提示

登記您的試點參與者作為對等擁護者,協助 evangelize 及將新使用者新增至團隊。Enlist your pilot participants as peer champions to help evangelize and onboard new users to Teams. 對等擁護者可以輕鬆與其他使用者、共用自己的體驗與學習專案,以及為其同事提供支援與指導方針。Peer champions can easily relate to other users, sharing their own experiences and learnings, and offering support and guidance to their colleagues. 深入瞭解 擁護 程式,以及如何在您自己的推出中使用它們。Learn more about champions and how you might use them within your own rollout.