Microsoft Power Platform Adoption

Planning Workbook
 The purpose of the deck is to help
What’s inside accelerate your adoption of Microsoft
Power Platform within your organization.
 Envision Onboard Scale
Get started Champions Center of Excellence
Project team Community Adoption maturity
Executive Sponsorship Rewards and Recognition Operational Plan
Adoption strategy and vision Communication Plan Success tracking
Success Criteria Awareness Activity calendar
Resistance Management Ongoing Engagement
Readiness
Training strategy
Outline

3
Our Adoption Planning Workbook will guide you through the
adoption planning process

Assess
Assemble readiness Onboard
your team employees
Partner with your team Determine the overall
Tap into the technical organizational Plan the rollout cadence
to clearly outline Build awareness,
and business change readiness including based on early adopter
business strategy and deployment, training,
agents. Recruit multi- leadership alignment, pilot program,
key success metrics. and feedback
disciplinary teams of user groups, and Champion readiness,
Align business and collection into the plan
executive sponsors, technical, governance, and planned scope of
technical needs to to continuously drive
technical talent, core support, and feedback change. 
maximize outcomes. engagement and usage.
stakeholders, change channels.
agents, and
champions. Define Build plan
strategy and
scenarios
Envision
Microsoft Power Platform enables everyone to
digitize their business processes. In this phase,
you will gather your initial team, define your
adoption scope, assess your readiness, and
capture what success looks like for your
organization.
Get started
By driving adoption of Microsoft Power Platform,
you can deliver an excellent user experience and
increased business value inside your company.
Driving adoption and cultivating a low code
culture is about more than implementing
technology features. Technology can assist an
organization in making the greatest impact, but
a healthy low code culture involves a lot of
considerations across the spectrum of people,
processes, and technology.
Our goal is to get you up and running quickly so
that you can begin your journey with Microsoft
Power Platform.
Assemble your team
We have identified key stakeholders who are
critical to a successful adoption effort.
Each stakeholder group has a specific role in the
implementation and should be engaged early
and often.
The next few pages outline the specific roles
these stakeholders will have in your adoption
process. Use them to identify key stakeholders
and others involved in the adoption effort.
Assemble your team
Any successful project begins by bringing the right team together. Your project stakeholders should include
representatives across your organization who have accountability for project success.

Role Responsibilities Department Who?

Communicate high-level vision and values of the Microsoft Power Platform to
Executive Sponsor Executive Leadership [Enter Name Here]
the company

Success Owner Ensure the business goals are realized from the adoption process Any department [Enter Name Here]

Help evangelize Power Platform. Create a circle of influence and can feed back [Enter your Champions
Champions Multiple departments
to the Adoption team what works/what doesn't work. Lead here]
Manage and communicate training content about Power Platform – can be
Training Lead IT or other [Enter Name Here]
internal or external vendor
Department Leads Identify how specific departments will use the Power Platform and encourage Any department
[Enter Name Here]
(Stakeholders) engagement (management)
Corp Communications, IT or
Communication Lead Oversee company-wide communications about the Power Platform [Enter Name Here]
other
Responsible for establishing an environment strategy, setting up 
Power Platform Admin Team data loss prevention (DLP) policies, and managing users,  IT [Enter your Admin Lead
capacity, and licensing. They also make data available to makers through Here]
connectors, integration, or migration. 
Organizes app-in-a-day events and hackathons, provides mentorship to
Power Platform Nurture Team Multiple departments [Enter your Nurture Lead
makers, ensures new makers get off to a good start, and generally evangelizes
Here]
the platform. Provide business change management.

Note: Though we recommend having each of these roles fulfilled, in smaller organizations some of these roles may be carried out by the same person.
Executive sponsor
When planning to advance the adoption of Power Platform, it's crucial to have To gain buy-in from your leadership
executive support. Having an executive sponsor is imperative because adopting team, demonstrate the impact of
Power Platform is far more than just a technology project. your Power Platform solutions,
share other
Although some successes can be achieved by a few determined individuals, you
customer success stories, or direct
will be in a better position when a senior leader is engaged, supportive, informed,
and available to assist with activities such as: them to the
Total Economic Impact report of Po
• Formulating a strategic vision and priorities for Power Platform and low-code wer Apps
• Leading by example by using Power Platform in a way that's consistent with , conducted by Forrester, which
adoption goals outlines the time, cost and
productivity savings of Power Apps.
• Allocating staffing and prioritizing resources
• Approving funding (for example, Power Apps Per User licenses or AI Builder
credits)
• Communicating announcements that are of critical importance
• Decision-making, particularly for strategic-level governance decisions
• Resistance resolution (for issues that cannot be resolved by operational or
tactical personnel)
• Supporting organizational changes (for example, creating or expanding the
Center of Excellence)
Get buy-in

Citizen developers will come from all parts of your organization and will
not traditionally sit in IT. As these people have “day jobs,” they will
report to people who will need to buy in to the transformation you are
bringing using Power Platform. You may need to empower people to
take time from their “day jobs” to be involved in making apps, flows, and
chatbots.
Consider how you will get executive buy-in, manager buy-in, and
individual buy-in. An effective way to gain buy-in is to highlight the
positive impact Power Platform could have for different stakeholders. For
example, you might show an executive projections for cost reductions, a
manager might be more motivated by the time that solution may save,
and an individual may be excited by the learning opportunity.
Culture change can take time, and it is important to address people’s
concerns and how it may impact their part of the organization both in
the short term and the long term.
Identify an executive sponsor
There are multiple ways to identify an executive sponsor.

Top down Bottom up

An executive sponsor may be selected by a more senior Alternatively, a candidate for the executive sponsor role
executive. For example, the Chief Executive Officer (CEO) could emerge due to the success they've experienced with
may nominate the Chief Information Officer (CIO) or Head of Power Platform. For example, a business unit within the
Digital Transformation to advance the low-code adoption. organization, such as Finance, has organically achieved great
Having an executive sponsor at the C-level is an excellent success with respect to their use of Power Platform. A leader,
indicator. It indicates that the organization recognizes the such as the Finance Director, may then grow into the
importance of Power Platform as a strategic asset and is executive sponsor role by sharing successes with other
advancing its low-code culture in a positive direction. business units across the organization.
With a bottom-up approach, the sponsor may be able to
make some progress, but they won't have formal authority
over other business units. Without clear authority, it's only a
matter of time until challenges occur that are beyond their
level of authority. For this reason, the top-down approach
has a higher probability of success. However, initial successes
with a bottom-up approach can convince leadership to
increase their level of sponsorship.
Power Platform admin team
Your Microsoft Power Platform admin team is responsible for Take a look
establishing an environment strategy, setting up data loss Complete the
prevention (DLP) policies, and managing users, capacity, and PL-900 Power Platform Fundamentals exam to
licensing. They also make data available to makers through get more familiar with Power Platform.
connectors, integration, or migration.
Then take our learning path to identify best
practices for securing and governing
Microsoft Power Platform environments.

Check out our

Admin and governance best practices checklis
t
to apply your knowledge to your tenant.

Still want to learn more? Read our deep dive

Power Platform Admin Whitepaper.
Meet with your team members
Host a workshop to delve deeper into current challenges, strategies, and goals. Include department leads, lines
of business, IT, and other stakeholders who can help brainstorm how Power Platform can be used in your
organization. Use our Power Platform stories for examples and inspiration of what other organizations are
doing.

Questions to drive the conversation Feedback from key stakeholders

o What are some of our organization’s challenges and pain points o Example: Important documents and document updates are lost in
related to digital transformation and low-code adoption? email. Unable to track versions and effectively collaborate. 
o What are the areas in which our organization would like to
improve?
o What are our strategic initiatives and current transformation
projects that Power Platform can support?
o How are departments currently solving their digital challenges?
o What does successful low-code adoption look like to you and your
team?
Adoption strategy and vision
Scope
Taking time to define your project scope and goals
will help ensure everyone on your project team is
aligned and working toward the same end results.
Examples:
• Improve process efficiencies by enabling
employees to use the tools available to them
• Empower every employee to leverage Microsoft
Power Platform to drive digital transformation
• Reduce cost spent on maintaining legacy and
third-party solutions
• Increase employee satisfaction through learning
opportunities and new career paths
Define your goals
Microsoft Power Platform’s low code approach to solution delivery has enabled thousands of organizations around the world
to use technology to transform their business. How will it transform yours? Think about what’s in scope for your adoption
and what your initial priorities are.

Goals How it benefits my organization

o Example: Be productive on the road. o Example: Provides field sales teams ways to easily update customer
details and contracts without having to go back to the office.
o Example: Reduce IT support and maintenance costs.
o Example: Reduce Shadow IT workloads in local Excel and Access
o Example: Increase digital literacy. files that often have high IT support cost when they become critical
o Example: Improve long organizational processes. by migrating them to Power Platform.
o Example: Empower employees to be in the driving seat of digital
transformation by enabling them to digitize their own processes.
Capture success criteria
Define your success
criteria
Identify key performance indicators
(KPIs) that should improve based on
adopting various business scenarios. 

Establish KPI benchmarks using SMART

goals
Identify SMART success criteria

Specific:
S Clear and unambiguous. Answering questions "What, why, who, and where?"

Measurable:
M Concrete, clearly demonstrating progress.

Achievable:
A Reasonable, not extreme.

Realistic:
R In line with the realities of the stakeholders.

Time related:
T Linked to a specific target date. Answering the question "when?"
Use these examples to define success benchmarks
Success measure Measurement method Example goal
Reduced operating costs Quantitative • Replace 20% of third-party apps by end of year
• Replace third-party tools with Power Platform • # of third-party applications retired • Replace 10% of legacy and on-prem apps
• Use Power Platform for development of custom solutions • # of legacy solutions retired • Reduce custom software development by 10%
• Avoid on-premise run costs by retiring legacy and on-prem • # of Power Platform solutions used • Use x number of Power Platform solutions in
solutions and replacing them with Power Platform solutions in production production

Increased productivity Quantitative • x number of makers

• Faster time to market through using low code and reducing • Process efficiency gains • x amount of time saved by using Power
development time of solutions • Time savings by using Power Platform solution instead of manual process
• Increased number of makers able to develop tools that can replace Platform solution instead of • 10% fewer repetitive tasks
paper and manual processes paper/manual processes • 20% fewer data entry errors / less data loss on
• Ability to complete tasks on a mobile device instead of having to go • Qualitative manual processes
to a desk. • End user surveys

Improved collaboration Qualitative • x number of makers

• Reduce Shadow IT by having full visibility of Power Platform • Maker surveys • Satisfaction score on end-user surveys
solutions that are being built • End-user surveys
• Fusion team collaboration between low-code and pro-code makers

Improved employee engagement Qualitative • Employee engagement improves by 15% within 6

• Employees are motivated to help the organization achieve its digital • Employee surveys months
transformation goals • x number of employees who complete training /
• Employees have increased learning opportunities and career paths advance their career with Power Platform
available to them
Define your success benchmarks
Success measure Measurement method Example goal
Document your approach to reporting progress

Who will you report progress to? •Executive Sponsor

•Steering Committee

How often? •Monthly

In what format? •Share success scorecard during meeting and post to Teams
channel after monthly meeting for access by all key stakeholders

•PowerPoint
Using which vehicles?
•Power BI
Resistance management
Resistance is normal

Resistance is to be expected… … and needs to be anticipated

Resistance is to be expected…

Anticipation allows you to be

It is the natural reaction to change. proactive in identifying and
managing resistance.
People are comfortable with the
status quo. Don’t be surprised, be prepared.
Start thinking of resistance not as
something to overcome, but as
something to uncover.
Resistance management
techniques
Empathy – Listen and understand
objections
Focus on the ‘what’, let go of the ‘how’
Remove barriers
Provide simple, clear choices and
consequences
Show benefits in a real and tangible way
Make a personal appeal
Convert the strongest dissenters
Find a motivator
Address IT and Leadership resistance with
communication
Common resistance themes Mitigation with communication

Resistance from IT, Information

Ensure Central IT understand the security and governance foundation underpinning
Security/Information Risk Management who fear
the Power Platform. Learn more: Power Apps and Automate Admin Whitepaper
data loss when everyone can be a developer

Microsoft Power Platform perceived as not a Show customer examples of customers who are using the Power Platform for
development tool (only for proof of concepts production and mission critical solutions. Learn More:
and demos) Power Platform Customer Stories

Supervisor and manager coaching is a key component to manage resistance and

Lack of leader buy-in, senior managers
change management. Understand what the blockers are for managers to adopt the
potentially instructing people
new ways of working and help them understand ‘what is in it for me’ and why the
not to use new options
change is important and what role they play in making it a success.

No progress in the adoption Get a leader to support the program. Increase communication plan.

Code-first developers are worried about their Share how developers can add value to low code development by creating APIs and
job security if other people become developers PCF components. Learn more: Fusion Development Approach
Address people resistance with communication
Common resistance themes Mitigation with communication

Show how Microsoft Power Platform adds value and helps them save time.
People don’t have time Create an organization wide program that encourages employees to participate.
Learn more: Find out how other organizations nurtured their citizen makers
Do show and Tell Sessions. Use an Innovation Backlog to manage a list of ideas.
People don’t know what to build Organize a hackathon to discover needs and problems. Show ideas of apps that
have been built to generate ideas. Learn more: Get inspired by real-world use cases
Reward and recognize for their hard work. Present plenty of opportunities and
People are not passionate, not warming up to
varied opportunities, lots of selections and ways to get involved. Showcase the
the idea, or don’t see the value
value and art of the possible on specific use cases.
Show how anyone can quickly and easily create an app or a flow. Learn more:
Microsoft Power Platform perceived as only for
Create a canvas app in Power Apps and
developers
Automate a business process with Power Automate
People are worried there will not be enough Include details on how the support services will operate and provide supporting
support content

Share details about training activities and link to supporting content. Work with a
People are worried there will not be sufficient
partner to offer hands-on training workshops internally. Attend a virtual
training for new ways of working
“in a day” training.

Ensure the business sponsorship through to managers is there and promote the
People don’t like change, they don’t want to
benefits of working in the new way. Provide information about how people can get
change. Period.
How may they resist? (optional)
Expected resistance Resistance management plans/ideas

o Example: People managers don’t understand the benefit of Power o Example: Provide managerial coaching for people managers to
Platform and won’t allow their reports to spend time on upskilling. embrace emerging platforms.
o Example: Align Power Platform strategy to the digital
transformation strategy of the organization.
Organizational readiness
Assess technical and
organizational readiness
Key factors that will tell you how ready your team members are for
the adoption of Power Platform
• Clear vision for the organization to adopt
• Clear vision for the individual to adopt
• Level of overall change
• Executive alignment

Use the following technical readiness checklist and organizational

readiness tools to assess the willingness and preparedness of your
users and your organization to move to Power Platform.
Complete the technical readiness checklist
Technical Readiness is key to ensuring your organization is ready for launch. Use the checklist to
identify items that need to be completed before go-live.

Readiness item Complete? Y/N Plan to complete

Review security and compliance capabilities with security teams

Review platform capabilities and decide on a strategy of what

tools to launch

Review platform license and capacity capabilities

Assign Power Platform Admin role

Allow-list required IP addresses and URLs (Power Apps,

Power Automate)

Implement Data Loss Prevention and tenant-isolation policies

Review Power Platform analytics capabilities

Establish an environment strategy

Prepare the help desk

Assess organizational factors

Think about a time when your organization adopted a new • Example: Moved file storage to the cloud two years ago using OneDrive.
technology. What made that adoption successful or not Employees shared that they knew ahead of time the change was coming
successful? and were told specifically how it would impact their role. In some cases,
the impact was minimal, which reduced anxiety.

Employees may not be able to focus on adopting Power

Platform if they are focused on other changes. Are there
key initiatives taking place that should be considered in
your planning?

What type of internal resources exist within your

organization that can be leveraged for the adoption effort?
This includes communications channels, change network,
training cadence, and leadership events.

What are the perceived risks and benefits of Power

Platform adoption? How can you highlight benefits? How
can you mitigate risks?
Understand your “why”
When planning for adoption, users need to understand why the change is occurring for the organization and
how Power Platform will help individual employees achieve more. This includes ensuring they understand
why the change is happening and what’s in it for them. Capture these reasons below and use this content to
build your communications and engagement content.

How will Power Platform benefit your organization? How will Power Platform benefit employees?

• Example: Our workforce is using disconnected • Example: Our company strategy is to ensure
and often manual processes, legacy systems every employee is part of our digital
that are not available on mobile devices. Using transformation strategy. Using Power
Power Platform, we can digitize our processes Platform, now everyone can create the tools
and increase productivity, save costs, and they need to complete their daily tasks.
ensure employees have the data they need at
the time they need it.
Identify areas of alignment
To ensure that leaders demonstrate support, there must be alignment on key adoption goals, timelines, and
objectives. Use this worksheet to capture areas of alignment and misalignment and the implications of both. 

• Example: Driving digital transformation, retiring legacy systems, and saving cost on
maintaining software has been a goal of IT and business units for a long time. All key
Executive alignment
leaders are on board with the decision to use Power Platform to achieve those goals.

• Example: Central IT functions have shared a fear of increased Shadow IT when business
functions can create their own technology solutions.
Executive misalignment

• Example: Plan IT readiness activities accordingly.

Key implications
Who needs to be informed?
Business areas and teams that will adopt the Audiences who will drive the change forward Support organizations
Power Platform
What do they need to know?

For the onboarding For the future

Training strategy
Build your training strategy
Focus on the why
Make sure employees know why the change is happening,
what’s in it for them, and why they’re being asked to change.

Use real work scenarios

Use tasks or business processes that are familiar to your
audience to draw them in to learning how to use the
technology.

Use multiple formats

Training end users should take on multiple forms to
accommodate different learning styles, geographical barriers,
and resource constraints.

Reinforce
Make the training stick with reinforcement options such as on-
demand training, lunch & learn sessions, and new employee
training options.
Microsoft Power Platform in a day
workshops
Here’s how
Microsoft has created Power Platform in a day training courses. This
is a great for team members, whatever their role, who want to Experience how
extend their skills to learn how to create apps with Power Apps, Microsoft Power Platform can meet
chatbots with Power Virtual Agents or desktop flows with Power your business challenges quickly and
Automate. effectively
by attending a virtual, one-day traini
Once you have people in your team who have attended one of the ng workshop
in-person or virtual events, you could adapt the course materials to .
align with your organization and run them internally.
Remember, everyone in your organization is an expert in something. Or download the material for your
Teaching them to build Power Apps helps them harness their skills Power Platform experts to deliver the
into solutions that benefit the organization. training internally.
Build capability through varying methods

DAY 1 DAY 2 DAY 3

Crawl Walk Run

Onsite Virtual Self-Help Live Champions

Training Training Resources Support Network
Start your journey today by exploring our learning paths

DAY 1 DAY 2 DAY 3

Crawl Walk Run

 Create a canvas app in Power Apps  Use the UI and controls in a canvas app in Pow  Master advanced techniques for Power Apps ca
er Apps nvas apps
 Get started using Dataverse
 Use basic formulas to make better Power Apps  Create components with Power Apps Compone
 Create a model driven application in Power Ap canvas apps nt Framework
ps
 Create relationships, business rules, calculation  Integrate with Microsoft Power Platform and D
 Automate a business process using Power Auto s, and rollups in Dataverse ataverse
mate
 Work with data in a Power Apps canvas app  Use advanced data options and connectors in P
 Bring AI to your business with AI Builder ower Apps
 Integrate Power Automate flows and Dataverse
 Create apps, chatbots, flows, and more with Mi  Build custom connectors
crosoft Dataverse and Teams  Integrate SharePoint and Power Automate
 Extend Microsoft Dataverse
Align training strategy throughout the process

• Managers • Administration course • App in an Hour • Lunch & Learn

• Early Adopters for IT resources • Flow in a Day • Tips and Tricks
• Change Champions • Formal accreditation • AI Builder in a Day • Hackathons
• Executive Sponsors • Admin in a Day • Sharing success stories

Ongoing
Core Team IT Preparation Business Groups
Engagement
Get certified
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courses and learning paths available on Microsoft Learn help you arrive at
your goals faster, with more confidence and at your own pace.

Earn certifications to advance your career and show how you are keeping
pace with today’s technical requirements.

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Onboard
This section will help discover the ways you can
show leadership the business value of Microsoft
Power Platform.
Build a sustainable Champions:

champions community 1 Should be formally trained to increase their depth

and breadth of knowledge.
Champions help build, grow, and sustain
your Microsoft Power Platform adoption by Should be encouraged and empowered
evangelizing and helping their peers with 2
to guide, teach, and train their peers.
new solutions.
Need consistent positive reinforcement that affirms the
3
impact of their efforts.

4 Need a clear plan upon which to execute.

Customer stories:
Prolific app maker ignites low code revolution at Schlumberger
H&M Group enables citizen development at scale
Arm enables low-code adoption with a thriving Center of Excellence
Heathrow Airport inspires employee engagement with Microsoft Pow
er Apps
Champions community
Set Team
Product
At the heart of growth is a community, a place for Owner

people to collaborate, share ideas, and discover new

ways to apply technology to achieve more. It is a
safe place to ask questions, to share knowledge, and
to expand skillsets. App in a
Day Trainer
Project
Manager

Organizations that experience successful adoptions

create a digital culture that fosters an environment
of ongoing learning as well as provides tools such
Microsoft
as forums, regular events, and speaking Certified
Citizen
Developers
Team
opportunities. They make sure that every person in Members

the organization can come together at regular

intervals to socialize, share their knowledge, and
explore new possibilities. Specific Pro
“It’s been particularly inspiring when makers can see
Skills* Developers

Leaders who want to create a digital culture will put apps developed by their colleagues that solve
a framework in place for the community inside their problems similar to their own.”
organization to break down geographic and – Claes Söderström, Cross Delivery Coordinator,
organizational silos. H&M Group
Community- finding champions
If you have Microsoft 365 in your organization, it’s likely some Take a look
individuals already have discovered Power Apps through Use the tenant-level analytics in
exploration and Power Apps popping up in Microsoft Teams, the Power Platform Admin Center
SharePoint, and OneDrive. to identify your top makers.
Even without organic adoption, it’s likely you already have a
good idea of who your champions will be. They are your Excel, Or go further by installing the
Access, and SharePoint whizzes; or maybe they’re the CoE Starter Kit and get deeper
troublemakers pushing the boundaries; or the ones who are first insights into your organizations
in line when there’s something new to learn. They question, they Power Platform usage.
query, they encourage.
Train those people. Make them champions and help them train Learn more
others — champions aren't only passionate about what they do
Create a champions program and
but are also excited to evangelize and help their peers to learn
support Power Platform Champion
more effective ways of working. s in your organization
Rewards and recognition
Best practices for rewards and recognition

1 Motivate and reward a high-performance culture

2 Promote a close link between performance, reward, and recognition

3 Provide timely recognition

4 Provide rewards that are valued and meaningful

5 Be fair, apply standards consistently, and be transparent

6 Make a plan that is simple to understand and apply

Sample rewards and recognition model
Theme And the winner is? What’s the prize?

• The individual Champion who answered the most • Highlight in internal Power Platform newsletter
questions in the internal community. or intranet site
Champion of the week • The individual Champion who created the most • Gift card
apps or flows that are used for production • ‘Thank you’ email from manager or Executive
scenarios. Sponsor
• Power Apps Premium licenses for a year
• The individual solution that solved the best
Solution of the week business process, saved the most money, or
increased productivity.

• The team with the most production apps or flows

Most active business area
in use.

• Most creative idea submitted in the

Most creative idea
Innovation Backlog.
Rewards and recognition model
Theme And the winner is? What’s the prize?

Champion of the week

Solution of the week

Most active Business area

Most creative idea

Your theme
Communication and awareness
Awareness matters

Validates the importance of the change

Ensures everyone understands what’s happening
Helps generate enthusiasm
Gets everyone on board with using the new technology
Best practices to generate
awareness and spark excitement
Communications
Focus on the “What’s in it for me?”
Tailor plan to company and culture

Engagement events
Kick-off event with Executive Sponsors
Hackathons
Training events, such as App in a Day or App in an Hour
Show & Tell sessions to showcase successful solutions
Virtual and in-person drop-in sessions for employees to learn
more
Encourage
ongoing engagement
Increase Power Platform adoption over time with ongoing
awareness and training activity.
• Create a Yammer or Teams group to continue the
conversation on best practices and new features.

• Share success stories about how people are using Power

Platform in innovative and impactful ways.

• Periodically host additional engagement events such as town

hall meetings or lunch & learns to drive end user
engagement.

• Set challenges for people and run competitions to celebrate

the best ways they’ve used Power Platform to do work
differently.
Incorporate success stories
What makes a good success story? Get inspired by our customer stories

Include these three elements:  

Human: Who was involved? How did the adoption
journey and outcome impact their lives and careers?
Business: What was the qualitative and quantitative T-Mobile Western States Caterpillar
benefit to the business?
Technical: How were the different technologies used?

Make it visual: Include screenshots, photos of the

solution in use, and pictures of the people involved. ZF Group Toyota

For great tips on storytelling, see: 5 Ps of Storytelling

IKEA Sweden Ecolab

Incorporate success stories
How to structure a success story Get inspired by our customer stories

Overview: Summary of what was accomplished at a high  

level.

Business scenario: Key problem to be solved.

H&M Schlumberger
“Before” process: Summary of business process,
challenges, and opportunities.

Solution: Microsoft Power Platform solution that created

a better process.
Woodside SNCF
Impact and benefits: Bullet point summary of time, cost,
productivity, and other benefits.

Solution architecture: Summary of screenshots of

technologies used and how they all connect.
Standard Bank Telstra
Meet the team: Highlight the team members who made
this possible. (The best part!)
Ideas to scale involvement
across your organization
Lunch & Learn
A great way to spread the word inside your organization is to
run regular “lunch and learn” sessions. They’re an opportunity
for individuals to come together to share what they have
learned about creating apps and automating processes.
Sometimes people don’t want to or can’t set aside a full day to
learn something they know very little about. Often it just takes
igniting the spark for champions within the organization to rise-
up and inspire others.
Hosting lunch and learns is also a great way to form and nurture
a Power Platform community. It provides an environment for
teams to share resources, guidelines, and procedures. Lunch &
learns should be fun and occur regularly. As more people across
the organization become interested, they will have a place to
learn if this is something they want to get involved with and a
path for them to start skilling up on Power Platform.
Ideas to scale involvement
across your organization
App Showcase
If you want to create a serious buzz in your organization and
inspire more people to join your Power Platform community, an
app showcase is where you do it.
Teams meet to demo what they have built, show problems that
they have solved, and demonstrate the impact they have
created on the organization by the apps they have made.
It’s an opportunity for teams and makers to come together with
their creations and learn from each other.
Ideas to scale involvement
across your organization
Hackathon Take action
A hackathon is a fun way to engage lots of people within your Download our
organization around a digital culture of change. The key Hackathon Planning workbook. This
objective is to develop sample apps and cultivate ideas to drive will walk you through planning and
digital transformation. running a hackathon in your
organization and provide you with
Teams come together, at the line of business or at the global
email and form templates to get
scale, from different roles and departments, to compete and
started.
create apps that address an organizational need. Each team
should be resourced with Power Platform and Office 365. The
more variety of skills and roles represented, the better. One or
more facilitators should be involved to organize the hackathon
and define the teams and rules for the hackathon.
Successful hackathons often include the following: team names,
prizes, food, music, laughter, and competition.
Technology and IT internship
Some organizations that have truly embraced a digital
culture have instituted what we would call “digital
internships.” Employees within the business, whether that
be in sales, facilities, HR or management, spend 3-6
months within IT completing a digital internship. This is a
big commitment of time and learning on both sides, but
it can have fantastic impact.
The intern has detailed knowledge of the business,
customers, or their department and function, and while in
IT, they learn about digital transformation, Power
Platform, and a Center of Excellence. IT and the intern, as
a part of the Power Platform community, jointly
collaborate on digitizing processes within the realm of the
digital intern’s business.
This fosters greater understanding and collaboration
between IT and the business and leads to innovative and
creative problem solving.
Ideas to scale involvement across your organization
How are you going to scale within your organization?

• Example: Organize weekly lunch and learn sessions

Envisioning workshop
Further resources
Have you heard from colleagues who have attended a 
Microsoft Power Platform training event and now want to use Power
Apps to solve a business problem but don’t know where to start?
Do they have an idea in mind, but perhaps haven't fully thought through
all the details and information they need to create an app?
The articles in Planning a Power Apps project can teach you how to
convert an idea into a fully working solution by using Power Apps. Planning a Power Apps project

Use the materials to organize solution envisioning workshops with

makers and help them plan and execute their Power Apps projects. This
could be a great add-on to an App in a Day event that you are running
internally.

The Creator's Manual

Training plan

Recommended activity Frequency Owner

App in a day event

Lunch & Learn

Envisioning workshop

Drop-in sessions
Scale
To achieve organization-wide change, seek out problems
that you can solve, not only at scale but also at speed.
In this phase you’ll establish your Center of Excellence,
creating the heart of a thriving digital culture. You will also
understand the platform capabilities to create thousands of
apps that solve myriad business challenges in a sustainable
and secure way.
Creating a Center of Excellence

Establishing a We recommend the following strategy for getting

Microsoft Power Platform Center of Excellence (CoE) started with your journey of establishing a CoE:
means investing in and nurturing organic growth while • Secure by establishing data loss prevention
maintaining governance and control. It’s a step towards policies, managing licenses and access to data
fostering greater creativity and innovation across the sources.
organization by empowering business units to digitize • Evangelize by providing a community space on
and automate their business processes, while Teams, Yammer, or SharePoint, with a collection
maintaining the necessary level of central oversight and of links for people to start their learning.
governance. • Monitor your usage: see who is creating apps,
A CoE is designed to drive innovation and what apps are being created, and how they are
improvement. As a central function it can break down used.
geographic and organizational silos to bring together • Evolve your CoE strategy with those learnings.
like-minded people with similar business goals to share
knowledge and success, while at the same time Learn more:
providing standards, consistency, and governance to
- Admin & Governance best practices
the organization. A CoE can be a powerful way for an
organization to align around business goals rather than - Nurture best practices
individual department metrics.
Assess your organisation’s maturity level
The Power Platform Adoption Maturity Model identifies consistent themes, patterns, practices, and behaviors
applied by the most successful organizations as they implement digital transformations with Power Platform. This
model can help you understand your capabilities along multiple dimensions and identify areas of focus to help
advance further.

Initial Repeatable Defined Capable Efficient

• Pockets of success and • Initial Power Platform • Standardizing • Standard processes for • Organization has
experimentation with controls implemented repeatable practice. managing and proven the capabilities
Power Platform. by a central team. • Achieving measurable monitoring Power of Power Platform to
• No strategy or • Start to identify success to digitally Platform. transform mission
governance approach. applications that are transform their • Power Platform critical capabilities.
• Apps are team-based broadly used in the organization. capabilities are being • Established
and supported by the organization. • Defined Power used to transform the community of
makers. • These organizations Platform Center of business broadly and experts.
• Organisation sees the sometimes believe that Excellence team. used for enterprise- • Fusion teams enable
potential of a strategic the use of the Power • Transformation may critical apps and legacy capabilities and
investment, but there Platform is running still reflect organic integrations. modern cloud
is no clear path “out of control.” growth. • Platform Champions architecture to be used
forward. have established easily.
channels.
Digital guardrails
Here’s a few things you’ll be looking at:
A Center of Excellence enabling
development of thousands of • Automate the creation of environments for developers by building a
apps at scale will require more request and approval process for them to follow.
robust guardrails than at earlier • Implement Application Lifecycle Management by using Azure
stages. DevOps Build Tools or GitHub Actions.
Initially, your focus was on setting • Automate the clean-up of unused environments, apps, and flows.
up and securing the platform • Identify critical and production applications based on usage, and
through establishing an promote them to appropriate staged environments
environment strategy, setting up (development/test/production) to ensure changes made in
DLP policies, and ensuring development do not break end-users in production.
appropriate security roles are
• Establish an automated process to get more information from makers
assigned.
about their apps, such as business justification, impact of an outage,
As you scale, you’ll look at and risk assessment to allow you to get a better picture of what your
automating some manual tasks makers are building.
and driving actions based on • Continue to measure the business value your makers and apps add,
insights you gather from your
to showcase the impact Power Platform is adding to your
adoption.
organization.
Support processes
Support systems for the apps, including Many organizations use either a SharePoint Hub site or
training and knowledge bases, should be Teams to share resources, best practices and learnings
implemented. End-user training for the apps with their makers. In addition to training resources, be
being made should be designed and sure to also share your success stories–highlight app
implemented. makers and their stories, as well as the business value
You should start to see a change in the way they have added through their apps to inspire other
people look at streamlining how they work, makers to do the same.
how to use apps to improve their jobs and Using the Power Platform Admin Center, IT pros can
create a better working experience. monitor and provide guidance to app makers; they
Think about the progression of your makers, can support the apps that are published for use by other
and be sure to offer beginner, intermediate people in the organization.
and advanced training—this could be through Your Admin will want to use the insights you get through
leveraging content from the fantastic external monitoring your usage to drive action–such as
community and curating link lists with blog identifying critical, orphaned, or unused resources.
posts and YouTube videos, as well as hosting
internal training events to run
App in a day, Advanced App in a day or App i
n an hour
Skills
development
Growing your pool of talented people should be front Look for people with skills and strengths in the following roles:
and center at this point in your journey.
Citizen developers continue to bring their day-to-day experience of how their job is
You will have observed that the citizen developers of
done.
yesterday become the technologists of tomorrow. As
their appetite to learn grows, they will become the Code-first developers will design advanced interfaces using PCF as well as building
leaders and trainers of your future citizen developers. complex relationships or integrations with other applications, when the out-of-the-
Some may go on to specialize in specific areas on box limits have been reached and the app needs to be extended.
Power Platform, learning excellent technical skills that
enable more advanced problem solving across your Architects will understand the strategy that the organization wants to achieve as
organization. well as using the best technology to achieve organizational outcomes. They will
understand the big picture from a technology perspective and will provide guidance
Across the whole team, talent gaps need to be and technical leadership.
identified and filled. Formal training programs should
be implemented. You need to identify what skills are QA & Testing needs to be part of scaling app creation; quality and reliability will be
required to solve the challenges your organization is expected.
facing.
IT Pros and Admins lead the governance, compliance, and supportability of apps
across the organization.
Fusion teams
Fusion development with Power Platform is about combining the Achieve more together.
worlds of the citizen developer, the code-first developer, and the other
parties instrumental in building and using applications to further the
objectives of the business. A citizen developer can express the business
need quickly by building an app, and work with a professional
developer to "fill in the gaps.“
Power Platform enables citizen developers to quickly innovate and
experiment with ways to improve their business processes. Using Power
Fusion Dev Playbook
Platform, citizen developers who understand the business requirements
can quickly put together a solution, with a minimum of coding effort.
But there will always be more complex situations that can't be satisfied
using only low-code.
For example, your organization might have existing systems and
databases with which the app needs to interact and for which no
connector is currently available. There might be additional business
logic that needs to be enforced to ensure that data remains consistent. Transform your business applications with f
An app might need to implement a complex, dynamic business flow. usion development
Fusion teams work together to create these solutions.
Track success measures and
maker adoption
Distribute surveys to gather data about your makers’ knowledge of
and satisfaction with the new Power Platform services. The results
will help you determine how successful the rollout has been and get
you thinking about how to incorporate this feedback into
actionable next steps.

 When you make Power Platform initially available, circulate a

survey to gather data about your users’ knowledge of Power
Platform.
 Conduct a survey six months after launch to gather data about
your users’ experience with Power Platform.
 Create new awareness or training content to address any
outstanding needs that arise.
 Release surveys in quarterly increments to help measure user
adoption from a satisfaction and productivity standpoint.
Sample survey
1. Have you heard of Microsoft Power Platform? Get started

 Yes, and I am a maker

 Yes, but I am not a maker

 No

2. Have you attended one of our internal training events, hackathons,

or show & tell sessions? Create your own using Microsoft Forms
 Yes, and I am applying the new skills now

 Yes, but I am not yet able to apply the new skills

 No, not relevant to my role

 Did not know about them

3. How satisfied are you with the internal Power Platform adoption
Stream responses directly into Power BI
program?

4. What else would you like to see as part of our Power Platform
adoption program?
Operation plan
Team touchpoints
Recommended meetings to host during the program for everyone involved stay updated on the progress:

Frequency Agenda Attendees

• Review current progress with the adoption

Weekly • What’s new/ upcoming Working Team
• Issues/ roadblocks

• Review reporting and metrics

Bi Weekly • What’s new/ upcoming Team Leads
• Issues/ roadblocks

• Review reporting and metrics

Monthly • Review any new features updates/announcements from Microsoft Manager and Leads
• Outstanding issues/ concerns

• Status update to Leadership on adoption progress

Every Quarter • Success stories Managers and Leadership
• Plan next step in the roadmap
Engagement Topics
Recommended types of topics to consider when planning activities:

Type of topics Purpose Examples

Keeping employees updated • Announcements: What’s new, new champions
Community Engagement
and engaged in the program • Monthly poll/questions
• Ask an expert
• Show and tell
Providing training opportunities • Demo day
Continuous Training
for employees to increase their • Tips and tricks
Programs
knowledge on the platform • Lunch and learn
• Creating video content
• Brainstorming/innovation sessions
Continuously sharing successes
with the business to showcase • Intranet article
Success Stories the wins being accomplished. • Newsletter
This increases visibility and • Video interview with a maker
awareness to the program.
• Cleanup environments of unused apps
Keeping updated with the latest • Deploy Center of Excellence updates
Technical Sustainment changes and ensuring the • Review COE direction and new apps and templates
environment is current • Update data gateways 
• Review environment strategy, development standards, DLP  
Activities
Example activities your organization can leverage:

Frequency Activities
• Keep updated with latest Microsoft Power Platform news 
Daily
• Respond  to questions from Citizen Developers
• Welcome new members
• Host Show & Tell sessions
Weekly • Host Q&A Sessions or Lunch & Learns
• Post to your organization’s Power Platform community to keep users engaged: e.g., tips and
tricks, use case examples, how to, praise etc.
• Create and update video content/ how to guides and training content.
• Create success stories to post and showcase
• Post about Power Platform updates in your Community: e.g., MS Teams/ Yammer/ Intranet
Monthly • Host monthly engagement event: e.g., innovation session, hackathon with specific departments
etc.
• Extend knowledge with User Group meetup: e.g., invite an external speaker
• Reward program: praise and reward citizen developers
• Monthly meetings with Power Platform Admin Team to review adoption progress and new
Yearly features
• Quarterly meetings with Leadership to show adoption progress
Managing Creating a calendar for the team with these activities can assist in
keeping everyone on track.
team activities There will be two type of calendars:
with a calendar • Technical calendar with activities that the Power Platform
Admin Team will be responsible for managing
• Adoption calendar for the Adoption Team to keep the
community engaged

Use the template provided in this section to define your own

Adoption and Technical Sustainment calendars for your
organization.
Sample technical calendar
Here is an example of a technical calendar of activities for the Power Platform Admin Team:
[Month] Sample

MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

Clean up environments Clean up unused

Review COE Reports
(quarterly) applications (quarterly)

Deploy Center of
Review COE Reports
Excellence Updates

Update Data Gateways Review COE Reports

Review environment Review COE direction

Post on Power
strategy, development and new apps and Review COE Reports
Platform updates
standards, DLP templates
Adoption calendar
These calendars shows examples of activities
your team can execute over the course of
one month.
We recommend a “crawl, walk run”
approach to developing your adoption
nurturing program.
Start small and pick a few items from the list
to start with and add to your program as the
adoption evolves.
Crawl - calendar
example Example of a team that is starting their adoption:

During the beginning phases of your journey, your [Month] Sample

goals will be focused on raising awareness, MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
increasing knowledge, and providing opportunities
for learning and growth.
Announcements/ Function Friday/
Most Citizen Developers will be interested in Ask an Expert
New Members Resources
learning what is possible, how to start, and where
can they go to get help.
Show and Tell /
Function Friday/
During the beginning phases of your journey, we Video Post/ Demo Ask an Expert
Resources
recommend: Day

• Welcoming new members to the community

Tips and Tricks /
• Having many opportunities and avenues for Function Friday/
Art of the Possible/ Ask an Expert
Resources
Citizen Developers to be able to drop in and Praise
ask questions
• Hosting as many Show & Tell sessions as Show and Tell /
Function Friday/
possible to raise awareness and increase Video Post/ Demo Ask an Expert
Resources
knowledge about what’s possible Day

• Sharing Tips & Tricks to assist users when they

are blocked
Walk - calendar
example
After the community is established, Citizen [Month] Sample

Developers in the Community will be MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY

interested in strengthening their abilities
Show-and-tell/
technically. It’s also a good time to continue Announcements/ Demo Session Monthly Poll / Function Friday/
to reinforce excellence by providing New Members Power Apps Drop- Question Resources
opportunities to showcase apps or Citizen in

Developers to the organization.

Show and Tell /
PowerApps Drop- Function Friday/
Video Post/ Demo Ask an Expert
In this example calendar, you can see a shift in
Day
Resources
to offering more resources, Tips & Tricks
sessions, and keeping the Community Tips and Tricks /
engaged with monthly polls to seeing PowerApps Drop-
Art of the Possible/
Function Friday/
in Resources
what’s of interest in the Community. Praise

Show and Tell /

PowerApps Drop- Function Friday/
Video Post/ Demo Ask an Expert
in Resources
Day
Run - calendar
example
[Month] Sample
In addition to continuing to
accommodate new users, at this stage MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY
you may want to include more
opportunities and topics each month to Announcements/ Monthly Poll / Meet a Citizen Function Friday/
Announcements
keep users engaged and focus more on New Members Question Developer Resources
increasing their technical capabilities.
Draw on your growing community for Show and Tell /
Function Friday/
speakers and community leadership. Power Apps Power BI Video Post/ Demo Ask an Expert
Resources
Day

Tips and Tricks /

Meet a Citizen Function Friday/
Power Apps Automate Art of the Possible/
Developer Resources
Praise

Show and Tell /

Function Friday/
Power Apps Power BI Video Post/ Demo Ask an Expert
Resources
Day
Microsoft is here to support you
Bookmark these resources to continue driving engagement throughout your adoption journey

Power Platform on Microsoft Learn Get Certified Go further with the CoE Starter Kit

Power Platform on Microsoft Docs Power Platform Community Power Platform Adoption