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M365 Lifecycle Management Made Easy with Orchestry

Valerie Sergienko February 22, 2023

6 MIN READ

Over a quarter billion people use Microsoft Teams daily, and it is encouraging to see that users are becoming more comfortable with various tools within the M365 ecosystem..  

With that initial aggressive adoption, comes the risk of Microsoft sprawl – a proliferation of Teams, SharePoint sites, and Groups that were created without a clear plan for their day-to-day management and sunsetting.

 

In one of our previous articles, we discussed all the hidden costs associated with Microsoft Teams sprawl. In a nutshell, those costs can be over a hundred thousand dollars annually! But, can be avoided altogether with the help of lifecycle management.

 

OOTB lifecycle management functionality in Microsoft 365 is rather limited and relatively fragmented, putting the responsibility for managing the full lifecycle of individual Teams, Groups, and SharePoint sites primarily on the shoulders of the IT team.

 

But let’s be real – IT teams oftentimes don’t have the context or the background information required to make lifecycle decisions for the content created in the tenant, let alone the time or the resources to keep up with the ever-growing number of workspaces created each and every day. 

 

The time to outsource and automate the lifecycle management of Teams, Groups, and SharePoint sites to the content owners has come, and Orchestry is here to make it a reality.

 

Every step of the way, from creation to sunsetting, Orchestry makes managing workspaces within M365 a breeze. Follow along, as we take you through the stages and how Orchestry can save you endless hours and tens of thousands of dollars with its lifecycle management features. 

Creation

When it comes to the creation of new Teams, SharePoint sites, and Groups, OOTB M365 offers a few options, all of which we’ve outlined in detail in one of our previous blogs.

 

To summarize – it’s either open floodgates, where everyone within the organization can create new workspaces freely without any restrictions, or shut the creation down and only allow admins to create new Teams and SharePoint sites.

 

The first option inevitably leads to sprawl, whereas the second one leads to bottlenecks and end-user frustration, and, often, as a result – Shadow IT.

 

But is there a better option, which allows users to freely create new workspaces, but retains control over what is being created and how?

 

With Orchestry there is.

Pre-configured templates

Orchestry apps come with fully pre-configured and fully customizable business-first Teams, SharePoint Communication, and Team site templates. These templates come with governance guardrails, including full control over naming policies, external sharing permissions, archival policies, and more. 

 

You can read our blog about Orchestry’s templates that covers the full capabilities to see how they can instantly improve the adoption of M365 tools within your organization and maximize the return on your investment in the platform.

 

 

To sum it up, Orchestry templates save end-users on average 89% of the time they would normally spend creating and configuring a Team with 3 channels, a SharePoint site, document templates, and all necessary permissions (5 minutes vs. 45 minutes). That could come out to an average saving of over $50K annually with only 100 new Teams being created each month.  

Controlled self-service provisioning

As we already know, new Team, Group, and SharePoint site provisioning options in M365 are pretty much limited to open to all, or closed for all, apart from the Admins.

 

The first scene opens up the door to Microsoft 365 sprawl, and the second option creates unnecessary bottlenecks and frustrations for both, the end users and the IT teams.

 

With Orchestry provisioning of new Teams, SharePoint sites, and Groups is ridiculously easy.

 

Once Orchestry’s templates have been fully configured and prepared for action, they can be made available to the end users to request using our beautiful and extremely user-friendly Workspace Request Wizard.

 

End users have the option to select a template that will serve their needs, configure and customize it in every way, and request it in 5 simple steps. The whole process takes 5 minutes or less. The new workspace can then be approved by a select group of users, or provisioned to the requester right away – depending on the type of template being requested and the provisioning workflows associated with it. 

 

You can read what the process of configuring Teams, SharePoint Communication, and Team sites for provisioning to the end users looks like from the IT Admin’s perspective in our blog

 

Or, if you are curious to see how easy it is to request a new Team or a SharePoint site as an end user, you can check out this blog

 

 

What’s most interesting is that the new workspace request process includes controls around avoiding duplication. When a user begins creating a new team using the Workspace Request Wizard, it will automatically alert the users of potential duplications based on the name or the purpose of a Team or a SharePoint site.

 

This is achieved with the help of Orchestry’s Workspace Directory, which is accessible to all users of M365 and can save upwards of $10,000 annually in a tenant with 2000 users in time spent looking for existing Teams and SharePoint sites (it is estimated that each user spends on average 5 minutes each month searching for existing content). 

Management

Once a Team, Group, or SharePoint site has been created, it enters the next stage in lifecycle management – the management of it. According to the Microsoft Learn article on the best practices of lifecycle management of workspaces, this includes monitoring workspace usage, as well as Guest user management. 

 

Why is the monitoring of usage important at this stage?

 

Knowing how effectively users are utilizing the new workspace will show whether changes need to be made, new channels need to be created, or additional training needs to be offered. After all, if a Team or a site is not being used effectively, it fails to serve its purpose.

 

When it comes to Guest user management, the importance of staying on top of who can access what revolves around security. End users will invite Guests into a new workspace to ensure they can collaborate with those external users, but without proper controls in place, the Guest users may gain access to private or confidential information, or remain in the tenant past the time they no longer need to be there. This can have severe consequences for the overall security and compliance of your tenant. 

Usage insights

Collecting usage data from disparate reports in M365, Teams, or SharePoint Admin Centres can be a pain – anyone who’d ever endured the process of pulling data would agree. Creating visual dashboards that collect usage data over time is even more of a pain, and requires endless hours of coding, scripting, and maintaining those scripts.

 

Research shows that an IT admin spends on average 60 minutes each month creating, updating, and maintaining a single PowerShell script for insights. In a tenant with only 10 insights scripts, that comes out to 120 hours, or a dollar equivalent of over $8,000 annually.

 

Orchestry’s powerful workspace insights and beautiful insights dashboard reduce that time (and the cost) by a whopping 90%!

 

Once installed, Orchestry apps begin to provide powerful insights on the activity of all workspaces in your tenant, including Teams, SharePoint Communication, and Team sites. 

 

You immediately gain visibility into the total number of workspaces in your tenant, their activity level (how many were used in the last 90 days), the effectiveness of usage (how many Teams only have the general channel), privacy and security information, including how many Teams are private vs public, and how many have Guests enabled.

 

The next set of insights Orchestry provides is entirely dedicated to the lifecycle of Teams, SharePoint sites, and Groups and these insights show changes over time (up to 1 year). These insights show how many new workspaces were created, renewed, or archived, and how many are pending approval. You can start seeing trends over time and pick up historical tendencies.

 

 

Lastly, leveraging Orchestry’s Workspace Insights, you can dig into specific workspaces and investigate their usage closely, whether it’s all Teams in your tenant that don’t have Owners, Teams that have Guests enabled, test or temporary Teams, or another group of workspaces. 

 

These insights allow you to stay on top of the usage within your workspaces, draw conclusions from the activity, or inactivity, and then contact the content Owners to engage them to make adjustments to their workspaces or how they collaborate within them.

 

Guests management

Staying on top of the Guest users in your workspaces is paramount. Knowing what Guest users have access to can make or break your security, but keeping tabs on Guests in OOTB M365 functionality requires the usage of Access Reviews for Guests packages, and that is only available to users with an AD P2 license.

 

Since the context behind which users need to have access to Teams, Groups, and SharePoint sites generally lives with the Owners, the responsibility for reviewing  Guest access should live with them as well.

 

Based on research and data, about 20% of M365 users are owners of one or more workspaces, therefore, 20% of all users in your tenant should have an AD P2 license to be able to effectively review Guest access and take actions to remove Guests who haven’t been actively collaborating or who no longer need to be part of the workspace. 

 

The cost of the licenses in a tenant with only 2000 users will run you over $20,000 annually

 

Orchestry gives you full control over Guest user management, from the moment they need to be added to the workspace, to the moment it’s time to remove them, without any additional license expenses. 

 

To avoid unnecessary Guests being added to your workspaces in the first place, you can create and configure Guest user request and approval workflows. They will prompt the members or Owners of the Team or a SharePoint site to collect additional information about Guests, including their first and last names, location, company, and others, and require an approval process before granting access to your tenant. 

 

 

Additionally, you can block the addition of Guests with email addresses with a certain domain name(s).

 

With the help of Guest review policies, you can automatically request content owners to review Guests within the Team, Group, or SharePoint site on a regular basis and remove Guests who are no longer needing to have access.

 

These policies can be applied to various Teams and SharePoint site templates, and they will automatically spring into action once the workspace is requested and provisioned. 

 

Lastly, Orchestry’s Guest Insights shine light onto everything related to Guests in your tenant and within each individual workspace:

 

  1. Total number of Guests
  2. How many workspaces are shared with Guest users
  3. How many Guest users have access to more than one M365 Group
  4. How many Guests don’t have access to a single M365 Group
  5. The number of unique domains from which the Guests originate
  6. The number of existing Guests who violate access rules

 

Just as lifecycle insights for workspaces, Orchestry provides lifecycle insights for all Guests, including:

  • Information on how many and which Guests were recently invited to the tenant (and where!) 
  • How many of them are pending approval
  • How many have yet to redeem their invitations
  • How many are pending reviews by content Owners
  • How many of the reviewed Guests have had their access renewed
  • How many Guests were deleted

 

This information is collected over time and you can easily access historical reporting in a beautiful dashboard.

 

 

To see the full Guest Management feature capabilities, check out our blog.

Sunsetting

One of the core parts of M365 lifecycle management is sunsetting. Nothing can last forever, and neither can workspaces. Some were created for temporary or test purposes in the first place, and others may have served their purpose and a ripe for archival or deletion, but regardless, to keep your tenant clean, the content must be archived or deleted at one point.

 

OOTB archival of workspaces in M365 is very limited. It lacks granularity when it comes to decisions on what exactly happens with content once archived or deleted. It also lacks control over who makes the archival and deletion decisions and how or by whom they get approved.

 

Lastly, it lacks control over backing up or modifying the contents of workspaces and requires a lot of manual work from either the content Owners or IT Admins alike.

Archive, renew or delete

It is estimated, that IT Admins spend on average 10 minutes every month communicating with content Owners to determine ownership of content and archival applicability. And that’s for a single workspace! Our research indicates that 10% of workspaces will need to be processed like this annually, so in a tenant with only 2000 users and 6000 workspaces, the IT admins will spend 1200 hours annually, or a dollar equivalent of $80,000 on this repetitive task – and that’s not even counting any new workspaces being created every year!

 

The bill for repetitive tasks when it comes to archiving and deletion continues stacking up with the time IT team spend on manually archiving and deleting Teams, Groups, and SharePoint sites. 

 

The research shows that IT teams spend 60 minutes manually archiving or deleting Workspaces including clean-up, removing document versions, and other basic activities. It is estimated that roughly 33% of an organization’s Workspaces will require this process on an annual basis. So, in a tenant with 2000 users and 6000 workspaces, the IT Admins will spend on average 1980 hours or a dollar equivalent of over $130,000!

 

With the help of Orchestry’s automated archival, deletion, and renewal policies, the time spent on communicating with content Owners is reduced by 90%, and the manual archival or deletion time is reduced by 92% and, naturally, so are the expenses associated with that, which is an annual saving of over $170,000.

 

We have put together a comprehensive blog that covers the functionality of Orchestry’s archival, renewal, and deletion policies in detail, so make sure to have a read!

The bottom line

Managing the full lifecycle of Teams, SharePoint sites and Groups is a necessary evil to ensure your tenant is clean, user-friendly, secure, and compliant. Tenants, where workspaces are being used to full capacity and are managed with the best lifecycle management practices in mind, see a greater return on investment in the platform and, naturally a greater rate of adoption, resulting in better collaboration, and, after all, isn’t that the goal of using M365 tools in the first place?

 

Lifecycle management doesn’t have to be tedious, manual, or require much time or effort and Orchestry makes it seamless for both, the IT Admins and the end users alike.

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About the Author

Valerie Sergienko Image

Valerie Sergienko

Director, Product Marketing

An accomplished marketing strategist, Valerie brings over a decade of experience in digital marketing and has a profound love and appreciation for agile, purpose-driven, and results-oriented growth.

In her free time, you can find Valerie exploring local amusement parks, playgrounds, cafes, and movie theatres with her daughter, reading a new science book, or working up a sweat at the gym.

Introduction

This Privacy Policy explains what information Orchestry Software Inc. and its associated entities (collectively “Orchestry”) collect about you, why, what we do with that information, how we share it and how we handle the content you place in our products and services. It also explains the choices available to you regarding our use of your personal information and how you can access and update this information.

Privacy Policy Scope

Our Privacy Policy applies to the information we collect when you use one of our services, or when you otherwise engage with Orchestry Software, including, but not limited to:
when you visit our websites (“Websites“);
when you contact us for assistance;
when we connect with you as a prospective customer or as a customer;
when you attend customer or prospective customer events;
when you meet us at third party events, gatherings or meetups.
Orchestry is committed to protecting your privacy. This Privacy Policy applies to our websites (Websites), including www.orchestry.com, www.success.orchestry.com and www.app-dev.orchestry.com, owned and controlled by Orchestry.

This Privacy Policy governs our data collection, processing and usage practices. It also describes your choices regarding use, access and correction of your personal information. By using the Websites, you consent to the data practices described in this Privacy Policy. If you do not agree with the data practices described in this Privacy Policy, you should not use the Websites.

Information We Collect

We collect personal data that you submit to us via our website or third-party tools including, for example, when applying for a job via our website or requesting support in relation to one of our services.
You are free to explore the Websites without providing any Personal Information about yourself. When you visit the Websites, we request that you provide Personal Information about yourself, and we collect Navigational Information.

Information Collection & Access

Orchestry acknowledges that you have the right to access your Personal Information. If requested to remove data we will respond within a reasonable timeframe.

We may transfer Personal Information to companies that help us provide our service, such as those organizations as part of our Global Partner Alliance. Transfers to subsequent third parties for the sole purpose of responding to requests from Websites in the appropriate geography service territory.

“Personal Information”
This refers to any information that you voluntarily submit to us and that identifies you personally, including contact information, such as your name, e-mail address, company name, address, phone number, and other information about yourself or your business. Personal Information can also include information that you enter into on the Websites, and information about you that is available on the internet, such as from Facebook, LinkedIn, Twitter and Google, or publicly available information that we acquire from service providers.

“Navigational Information”
This refers to information about your computer and your visits to this website such as your IP address, geographical location, browser type, referral source, length of visit and pages viewed.

We use Navigational Information to operate and improve the Websites. We may also use Navigational Information alone or in combination with Personal Information to provide you with personalized information about Orchestry.

Information About Children

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Information Usage

We use the information we collect only in compliance with this Privacy Policy.

In addition to the uses identified elsewhere in this Privacy Policy, we may use your Personal Information to: (a) improve your browsing experience by personalizing the Websites; (b) send information to you which we think may be of interest to you by post, email, or other means; (c) send you marketing communications relating to our business.

We will never sell your Personal Information to any third party. However, we may share or disclose your Personal Information as follows:
we may provide your information to our business partners, vendors or service providers who perform functions on our behalf;
in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company;
as required by law, government officials, or other third parties pursuant to a subpoena, court order, or other legal process or requirement applicable to our Company;
when we believe, in our sole discretion, that the disclosure of personal information is necessary to prevent physical harm or financial loss;
to report suspected illegal activity or to investigate violations of our agreements.

Reviewing, Correcting and Removing Your Personal Information
Upon request, Orchestry will provide you with information about whether we hold any of your Personal Information. If you provide us with your Personal Information, you have the following rights with respect to that information:
To review the user information that you have supplied to us.
To request that we correct any errors, outdated information, or omissions in user information that you have supplied to us.
To request that your user information not be used to contact you.
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To opt out of being solicited by Orchestry or third parties.

To exercise any of these rights, please contact us at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy. We will respond to your request to change, correct, or delete your information within a reasonable timeframe and notify you of the action we have taken.

Retention of Personal Information

We retain Personal Information that you provide us as long as we consider it potentially useful in contacting you our services, or as needed to comply with our legal obligations, resolve disputes and enforce our agreements, and then we securely delete the information. We will delete this information from the servers at an earlier date if you so request, as described in “Unsubscribe from Communication” below.

Customer Testimonials and Comments

We post customer testimonials and comments on our Websites, which may contain Personal Information. We obtain each customer’s consent via email prior to posting the customer’s name and testimonial.

Security of your Personal Information

We use a variety of security technologies and procedures to help protect your Personal Information from unauthorized access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure.

Social Media Features

Our Websites include Social Media Features, such as the Facebook Like button and Widgets, such as the Share This button or interactive mini-programs that run on our sites. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Websites. This Privacy Policy does not apply to these features.  Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

External Websites

Our Websites provide links to other websites. We do not control, and are not responsible for, the content or practices of these other websites. Our provision of such links does not constitute our endorsement of these other websites, their content, their owners, or their practices. This Privacy Policy does not apply to these other websites, which are subject to any privacy and other policies they may have.

Public Forums

We offer publicly accessible blogs, message boards and community forums. Please keep in mind that if you directly disclose any information through our public message boards, blogs, or forums, this information may be collected and used by others. We will correct or delete any information you have posted on the Websites if you so request, as described in “Opting Out and Unsubscribing” below.

International Transfer of Information

To facilitate our global operations, we may transfer and access Personal Information from around the world, including the United States. This Privacy Policy shall apply even if we transfer Personal Information to other countries.

Corporate Events

If we (or our assets) are acquired by another company, whether by merger, acquisition, bankruptcy or otherwise, that company would receive all information gathered by Orchestry on the Websites. In this event, you will be notified via email and/or a prominent notice on our website, of any change in ownership, uses of your Personal Information, and choices you may have regarding your Personal Information.

Cookies & Similar Technologies

Orchestry uses cookies or similar technologies to analyze trends, administer the website, track users’ movements around the website, and to gather demographic information about our user base as a whole.

The cookies we use on this website are broadly grouped into the following categories:

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Please do be aware that disabling cookies may impact the functionality of this website.
Third Party Cookies
Some of the cookies described above are stored on your machine by third parties when you use our website. We have no control over these cookies of how the third party uses them. They are used to allow that third party to provide a service to us, for example website analytics. For more information on these cookies and how to disable them, please see:
Internet Advertising Bureau website at http://www.youronlinechoices.com/ where you will be able to opt-out of receiving Internet Based Advertising cookies from some of the third parties, such as Google, LinkedIn, Facebook and Twitter.
The use of cookies and web beacons by any tracking utility company is not covered by our Privacy Policy.

Log Files

We may collect demographic information, such as your region, preferences, interests and favorites using log files that are not associated with your name or other personal information. There is also information about your computer hardware and software that is automatically collected by us. This information can include: your IP address, browser type, domain names, internet service provider (ISP), the files viewed on our site (e.g., HTML pages, graphics, etc.), operating system, clickstream data, access times and referring website addresses. This information is used by Orchestry to provide general statistics regarding use of the Websites. For these purposes, we do link this automatically-collected data to Personal Information such as name, email address, address, and phone number.

Clear Gifs (Web Beacons/Web Bugs)

We employ a software technology called clear gifs (a.k.a. Web Beacons/Web Bugs), that help us better manage the Website by informing us what content is effective. Clear gifs are tiny graphics with a unique identifier, similar in function to cookies, and are used to track the online movements of Web users.  In contrast to cookies, which are stored on a user’s computer hard drive, clear gifs are embedded invisibly on Web pages or in emails and are about the size of the period at the end of this sentence. We use clear gifs in our HTML-based emails to let us know which emails have been opened by recipients.  This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. We tie the information gathered by clear gifs in emails to our customers’ Personal Information. If you would like to opt-out of these emails, please see “Opting Out and Unsubscribing”.

Advertising

We partner with a third-party ad network to either display advertising on our Web site or to manage our advertising on other sites. Our ad network partner uses cookies and Web beacons to collect non-personal information about your activities on this and other Web sites to provide you targeted advertising based upon your interests.  If you wish to not have this information used for the purpose of serving you targeted ads, you may opt-out by clicking here: http://preferences.truste.com/ (or if located in the European Union, by clicking here: http://www.youronlinechoices.eu/). Please note this does not opt you out of being served advertising.  You will continue to receive generic ads.

Unsubscribe from Communications

You may unsubscribe from our marketing communications by clicking on the “unsubscribe” link located on the bottom of our e-mails, or by sending us email us at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.

Contact Us

If you have any questions about this Privacy Policy or our treatment of the information you provide us, please write to us by email at hello@orchestry.com or by mail to Orchestry Software Inc., 422 Richards St, Suite 170, Vancouver, BC V6Z 2Z4, Attn: Privacy.

Changes

We may amend this Privacy Policy from time to time. When there are changes to this Privacy Policy, we will update this page. The date on the bottom will always indicate when we last made changes.
Last Updated: July 28, 2020

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