Teams Optimization: 3-Day Workshop / Report / Exec Presentation

As collaboration technologies continue to evolve, employee expectations around workplace communication, meetings, and collaboration have evolved as well. Organizations must ensure their Microsoft Teams investments are aligned to business objectives, user needs, and modern ways of working.

AVI-SPL's Microsoft Teams Optimization and Strategy Workshop helps organizations assess their current Teams environment, identify improvement opportunities, and develop actionable recommendations to enhance capacity planning, resiliency, usability, security, supportability, and cost optimization.

This rapid assessment engagement combines stakeholder input, platform analysis, user research, and strategic planning to help organizations maximize the value of their Microsoft Teams ecosystem while preparing for future collaboration requirements.

Engagement Overview

• Three-Day Remote Workshop
• 30-Day Target Completion Timeline
• Current-state assessment of Microsoft Teams technologies and services
• Stakeholder interviews and user surveys
• User persona and collaboration behavior development
• Gap analysis and strategic recommendations
• Executive findings presentation and roadmap

Key Assessment Areas

• Platform configuration and governance
• User adoption and collaboration patterns
• Feature utilization and licensing alignment
• Security and compliance posture
• Operational support and administration
• Capacity planning and scalability
• Cost optimization opportunities
• Resiliency and business continuity readiness

Workshop Methodology

Pre-Workshop Discovery

• Completion of a detailed discovery questionnaire
• Review of business goals, challenges, and success criteria
• Preparation activities to maximize workshop effectiveness

Day 1: Objectives, Challenges & Success Criteria

• Business and collaboration objectives review
• Current challenges and pain points analysis
• Success criteria definition
• Strategic priorities alignment

Day 2: Current State Assessment

• Review of platform configuration and architecture
• Analysis of historical usage and adoption trends
• Licensing and feature utilization review
• Incident history and operational considerations

Day 3: Use Cases, Security & Administration

• User persona development and collaboration scenarios
• Adoption and change management review
• Security, compliance, and governance assessment
• Administration and operational maturity evaluation

Executive Findings Review

• Current-state summary
• Gap analysis findings
• Prioritized remediation recommendations
• Strategic roadmap and next steps

Choose Your Area of Focus

Organizations can tailor the engagement to one of three primary Microsoft collaboration areas:

• Microsoft Teams Rooms – Meeting room experiences, device strategy, lifecycle planning, and room management
• Microsoft Teams Phone – Voice modernization, telephony optimization, and calling strategy
• Microsoft Teams Collaboration & Copilot Readiness – Collaboration workflows, governance, adoption, and AI readiness planning

Key Benefits

• Align Microsoft Teams capabilities with business priorities
• Improve collaboration experiences and user satisfaction
• Identify opportunities to reduce operational complexity and costs
• Strengthen security, compliance, and governance practices
• Increase platform resiliency and scalability
• Develop a roadmap for future Microsoft Teams and Copilot initiatives
• Receive expert guidance based on industry best practices and proven methodologies

Deliverables

• Current-state assessment report
• User persona and use-case analysis
• Gap analysis findings
• Prioritized remediation recommendations
• Executive presentation and strategic roadmap
• Actionable next steps for optimization and growth

Need a customized engagement?
Contact AVI-SPL to discuss tailored workshop packages designed to meet your organization's specific collaboration, communications, and workplace transformation goals.