PODCAST · technology
Beyond the Feature
by Dr. Patrick Jones
This show is for people who want to update their workflows to take advantage of their Microsoft 365 investment. We talk about measurable results by fixing workflows, not teaching features in isolation. There are special episodes and the awesome Spotlights interviewing people actually doing the work! Hosted by Dr. Patrick Jones. Practical concepts, change tactics, and metrics. References the Microsoft 365 Companion Series (Amazon) and online courses (Olympus Academy) as part of a complete enablement plan for effective change.www.beyondthefeature.com
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Beyond the Feature Episode 26: Microsoft 365 Accessibility Features and the People they Serve
In this episode of Beyond the Feature, I take a different kind of look at Microsoft 365, not at governance or governance tools, but at the accessibility features built into the tools everyone is already using. Through personal stories, concrete examples, and an honest conversation about who these tools are really for, this episode covers Immersive Reader and its full toolkit, Dictation and voice-driven work, live captions and Teams accessibility features including sign language mode, the Translator and language support tools, the Accessibility Checker for content creators, and the broader ecosystem including Narrator, Magnifier, Focus Mode, and AI-powered alt text.The through line: Microsoft's mission to empower every person and every organization to achieve more means every person, including the more than one billion people worldwide who live with a disability, and the many more who experience temporary, situational, or invisible challenges that these tools are designed to address. Most people have never opened these features. Most people don't know they're there. This episode is about changing that.Resources mentioned:Accessibility features in Microsoft 365 — built into your existing subscriptionMicrosoft Accessibility resources — microsoft.com/accessibilityMicrosoft 365 books and courses — olympusacademypress.comOrganizational accessibility and inclusion consulting — AuditSolvPodcast and app — beyondthefeature.comAbout the host — drpjj21.com#AccessibilityMatters #Microsoft365 #InclusiveDesign #Empowerment #TechForGood #ImmersiveReader #BeyondtheFeature
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Beyond the Feature Episode 25 - The Power of Clean Data
In this episode of Beyond the Feature, I make the case that clean spreadsheet data isn't just an organizational nicety — in the age of AI, it's the prerequisite for every tool your team is investing in to actually work. Using real data on the cost of bad data (Gartner, IBM, McKinsey), the 1-10-100 rule, and practical examples of what happens when Copilot, Power BI, or ChatGPT meets a messy Excel file, this episode walks through the five qualities of clean data, the six most common spreadsheet problems and why they happen, and six practical steps any team can take to start building a clean data discipline — starting this week.Key takeaway: Garbage in, garbage out has never been more consequential than it is right now. AI amplifies your data — which means it amplifies both its strengths and its problems.Resources mentioned:Microsoft 365 and Excel books and courses — olympusacademypress.comOnline courses — learn.OlympusAcademy.netCloud and data strategy consulting — AuditSolv.comPodcast and app — beyondthefeature.comAbout the host — drpjj21.com#dataquality #spreadsheets #AI #Copilot #PowerBI #excel #beyondthefeature #microsoft365 #productivity
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Beyond the Feature Episode 24 - Why Copilot Gives Bad Answers and What You Can Do About It
In this episode of Beyond the Feature, I unpack one of the most common frustrations in organizations deploying Microsoft Copilot: AI answers that are wrong, outdated, or surface content that was never supposed to be seen. The problem isn't the AI. It's the data environment the AI is working inside. Using the five-domain governance framework from our SharePoint readiness assessments — Permissions Hygiene, External Exposure, Ownership, Lifecycle Management, and Data Labeling — I explain exactly why Copilot gives bad answers and what organizations of every size can do to fix it.Key takeaways: Copilot is only as good as the environment it works in. A weighted governance assessment across five domains reveals where an organization's Copilot risk actually lives. Sensitivity labels are your guardrails, and individual SharePoint sites can be excluded from Copilot entirely. Ownership is the hinge that all other governance rotates around.Resources mentioned:M365 and cloud governance books — olympusacademypress.comOnline courses — learn.OlympusAcademy.netSharePoint assessments and Copilot readiness consulting — AuditSolv.comPodcast and app — beyondthefeature.comAbout the host — drpjj21.com#Microsoft365Copilot #AIgovernance #SharePoint #cybersecurity #beyondthefeature #copilot #ai #microsoft365
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Beyond the Feature Episode 23 - Security is not a Feature, It is a Workflow
In this episode of Beyond the Feature, I break down why cybersecurity keeps failing organizations of every size and why the answer isn't a better tool, it's a better workflow. Using real 2024–2025 security incidents affecting businesses ranging from grocery chains to staffing franchises, this episode walks through the mindset shift and practical steps that small and mid-sized businesses and nonprofits need to build a security-first culture.Resources mentioned:• Security Made Simple book series — olympusacademypress.com• Online courses — learn.OlympusAcademy.net• Cloud strategy consulting — AuditSolv.com• Podcast & app — beyondthefeature.com• About the host — drpjj21.com#cybersecurity #securityworkflow #ransomware #MFA #Beyondthefeature
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Beyond the Feature Episode 22 - AI Won't Fix Your Work Until You Fix How Work Works
In this episode of Beyond the Feature I discuss how AI can transform workplace workflows by shifting from chaotic, scattered processes to structured, repeatable systems. I emphasize that AI's true value lies in workflow maturity and organizational clarity, not just feature adoption. Subscribe to the podcast, and like Beyond the Feature on LinkedIn and Facebook! And check out the website and App!www.beyondthefeature.com#Microsoft365 #AI #strategy #workplace #productivitytips #beyondthefeature
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Beyond the Feature Spotlight featuring Jim Spignardo
In this episode of Beyond the Feature we have a Spotlight Episode where I sit down with Jim Spignardo, another Director of Cloud Strategy, and we talk Microsoft 365, AI, and strategizing the workflow and metrics for successful technology use and adoption. This is an awesome podcast, must watch! Subscribe to the podcast, and like Beyond the Feature on LikedIn and Facebook! And check out the App!Watch the entire episode at https://youtu.be/VVxeraieFJ4Or all the episodes https://www.youtube.com/playlist?list=PLOE0KN6HCHgZEQBMi8HvrLX-X2VqQQndIOr get the Android app (Apple coming soon!)#Microsoft365 #AI #strategy #champions #beyondthefeature
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Beyond the Feature Episode 20 - Online Meeting Best Practices
In this episode of Beyond the Feature, I explore practical strategies to improve online meetings, emphasizing purpose, roles, and follow-up to maximize productivity and reduce wasted time.Every meeting needs purpose, people, and output to be effective.Write a clear purpose in one sentence before scheduling.Invite only essential participants to save time.Make decisions visible and record them immediately.Get the Android app (Apple coming soon!)#meetings #productivity #workflow #onlinemeetingbestpractices #beyondthefeature
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Beyond the Feature Episode 19 - Prompting Best Practices
This episode explores the art of prompting in AI, emphasizing how clear communication and structured prompts can significantly improve AI outputs. I share practical formulas and real-world examples to help professionals upgrade their workflow with AI tools.https://www.youtube.com/playlist?list=PLOE0KN6HCHgZEQBMi8HvrLX-X2VqQQndICoupon code for Copilot course at Olympus Academy is BTF for 50% offhttps://learn.olympusacademy.net/courses/copilot-for-microsoft-365#AIprompting #productivity #AIbestpractices #productivitytips #beyondthefeature #microsoft365 #olympusacademy
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Beyond the Feature Episode 18 - Project management Best Practices
This episode explores best practices for using project management software like Microsoft Planner to improve team workflows. It emphasizes the importance of treating the tool as a home for project truth, not just a storage space, and provides actionable tips for clarity, ownership, and trust.Link to our podcasthttps://www.youtube.com/playlist?list=PLOE0KN6HCHgZEQBMi8HvrLX-X2VqQQndIMicrosoft Planner as part of the Microsoft 365 Companion Serieshttps://www.amazon.com/dp/B0DPGZRB8FMicrosoft Planner course on Olympus Academy (use coupon code BTF for 50% off!)https://learn.olympusacademy.net/courses/planner #projectmanagement #MicrosoftPlanner #bestpractices #microsoft365 #auditsolv #BeyondtheFeature #olympusacademy
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Beyond the Feature Episode 17 - SharePoint Best Practices
In this episode I share practical SharePoint best practices for everyday users to reduce chaos, improve collaboration, and ensure data security. Focused on simple habits, these tips help small businesses and nonprofits use SharePoint effectively without technical complexity.Tag someone who needs to hear this! https://studio.youtube.com/playlist/PLOE0KN6HCHgZEQBMi8HvrLX-X2VqQQndI#SharePoint #bestpractices #collaboration #productivity #beyondthefeature #microsoft365
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Beyond the Feature Spotlight Episode with Jenny Turner
In this episode, I interview Jenny Turner, a digital systems and operations leader, who shares her insights on creating effective workflows and systems in organizations. Jenny emphasizes the importance of flexibility in organization, the value of using the right tools, and the necessity of leadership buy-in for successful change management. She discusses her experiences in improving onboarding processes, creating effective dashboards, and learning from past failures. The conversation highlights practical strategies for enhancing productivity and fostering a culture of sustainable change.#workflow #organization #Microsoft 365 #leadership #productivity
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Beyond the Feature Episode 16 - Responsible AI
In this episode, I discuss the importance of responsible AI in the workplace, emphasizing that AI should be treated as a new coworker rather than just a tool. I outline six key principles of responsible AI: fairness, transparency, accountability, reliability and safety, privacy and security, and inclusiveness. The conversation includes practical examples and a three-check method to ensure responsible AI use, ultimately encouraging listeners to adopt good habits early to prevent future issues. PLUS (added bonus!), we worked with our friends at Olympus Academy for a 50% off coupon for their Responsible AI online course. The coupon code is BTFhttps://learn.olympusacademy.net/courses/ResponsibleAI#ResponsibleAI #workplaceefficiency #AIprinciples #ethicalAI #AI #BeyondtheFeature #olympusacademy
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Beyond the Feature Episode 15 - The Message to Work Habit
In this episode of Beyond the Feature, I discuss the challenges of using chat tools like Teams for important communication and decision-making. I introduce the 'message to work habit' to help users manage their workflows more effectively by moving important information out of chat and into dedicated workspaces. The episode emphasizes the importance of creating a structured environment for decision-making and highlights the role of tools like Copilot in enhancing productivity. I also encourage listeners to reflect on their communication habits and implement strategies for continuous improvement.
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Beyond the Feature Episode 14 - The Single Source of Truth Rule
In this episode of Beyond the Feature, I discuss the challenges of disorganization in the workplace and introduces the 'Single Source of Truth' rule as a solution. I emphasize the importance of creating a designated home for important work to reduce searching and improve workflow efficiency. The episode outlines practical steps to implement this rule, including the 'Three Homes Model' for organizing projects, files, and tracking tasks. I also highlight the role of tools like Copilot in enhancing productivity once a solid organizational structure is in place.
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Beyond the Feature Episode 13 - Meetings That Produce Work: The 24 Hour Rule
In this episode, I talk about something we all deal with: meetings that feel productive in the moment but never actually lead to real work afterward. I walk through a simple approach I use called the 24 Hour Rule. The idea is that if a meeting matters, you should come out of it within a day knowing four things: the decision that was made, who owns what, the next step, and where all of it lives so people can find it later.By the end of the episode, the main message is clear. Meetings should produce work, not more meetings. Try the 24 Hour Rule once and you can feel the difference right away.
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Beyond the Feature Episode 12 - The Four Quadrants: Communication, Collaboration, and Productivity... and Innovation
In this episode, I break down why Microsoft 365 is more thanjust a collection of apps. I share how it helps with communication, collaboration, productivity, and drives innovation through ongoing workflow improvements. If you found today’s discussion helpful, please share it with someone who always wonders where to find the latest version of a document.
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Beyond the Feature Episode 11 - Personal Goals, Shared Wins
In this episode of Beyond the Feature, I walk you through my approach to Dynamic Goal Setting and Adaptive Paths, which is a simple rhythm that personalizes learning for every team member while still driving shared outcomes in Microsoft 365. Instead of forcing everyone down the same training track, I show how two‑week personal goals and a quick day‑ten adjustment can spark real behavior change without adding meetings or complexity.
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Beyond the Feature Episode 10 — The Smallest Move With the Biggest Return
Tired of trainings that feel great on Friday and disappear by Monday? In this episode I introduce mindset micro interventions. Think of them as short, two to three minute resets you use right before the work begins. I share real examples in Microsoft 365 using Teams, SharePoint, Loop, and Outlook, and show how a single sentence plus one visible move can calm the chaos. We talk about why these quick reframes stick, how to run one without a big production, and the simple way to check if it worked. Fewer version fights. Faster decisions. Cleaner collaboration. If you want small changes that start paying off this week, press play and borrow the script.
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Beyond the Feature Spotlight with Viktoriya Seredyuk
In this Spotlight episode, I sit down with Viktoriya Seredyuk for a wide-open conversation about moving teams from “busy” to better. We get practical, no tool tours, no jargon, just the real moments where work either flows or frays. You’ll hear how Viktoriya approaches SharePoint access and her thoughts about what really matters to people.If you care about turning technology spend into outcomes people can feel on Monday morning, this one’s for you.
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Beyond the Feature Episode 9 — The Five-Part Mental Model with MicrosoftLoop
In this episode I pull the season together into one simple map you can carry all week: Trigger → Shared Space → Short Ritual → Decision → Trace. I walk through each link in plain English and show how it looks in Microsoft Loop so you can see the flow in a real workspace without a long product tour. We start by naming the moment work begins, give the work a clear home, add tiny rituals that keep it aligned, make decisions visible in the page, and leave a trace you can point to in seconds. Along the way I share a quick Loop scenario, a story about a team that stopped wandering once the path was clear, and a few practical phrases that make the habits stick. If you want software spend to show up as outcomes people can feel on Monday, this model will help you get there.
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Beyond the Feature Episode 08 - Friction is a Signal, Not a Failure
In this episode, I reframe “pushback” as useful data. When a new workflow feels hard, it isn’t your team failing, it’s your design sending up a flare. I walk through the real-world signs of friction (“can’t find the space,” “link didn’t work,” “who approves?”) and show how to fix the path before adding more training. You’ll hear my three calm questions, where does the work live, when does it snag, who owns the next step, and how small tweaks (renaming and pinning a Start Here doc, setting friendlier link defaults, adding a one-line decision header) make the right move the easy move. I also share the quick “hallway test,” two brief stories, and where my Microsoft 365 Companion Series pages, Olympus Academy micro-lessons, and short YouTube clips fit as tiny, just-in-time skill boosts... after the design is right.
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Beyond The Feature Episode 7 — Social Proof Changes Faster Than Policy
In this episode, I make a simple distinction that changes everything: policy says what’s allowed; social proof says what’s normal. When respected voices work out loud (sharing links, co-authoring in the open, writing the decision at the top of the doc) adoption jumps without pep talks. I walk through how leaders and champions can model small behaviors in the exact spaces where work lives, so the habit spreads naturally. We’ll talk about answering “How do I…?” in public (not DMs), celebrating the pattern instead of the hero, and using light defaults and rituals so the better path becomes the easy path. If you want quick “how-to” support, I point to my Microsoft 365 Companion Series, Olympus Academy micro-lessons, short YouTube clips and training events with AuditSolv, but the star is culture in motion. By the end, you’ll have one move to model this week and a clear way to spot when the room has tipped.
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Beyond The Feature Episode 6 — Measurement Should Be Plain English
In this episode, I make the case that you don’t need a PhD dashboard to prove your workflow is getting better—you need plain-English evidence anyone can recognize in seconds. I walk through the three signals I look for every week: were our meetings shorter or clearer, did the “can’t access / which version?” interruptions drop, and can we point to last week’s decision in under ten seconds. If you want ROI math, I share a simple way to translate those wins into numbers—but we don’t let the math delay momentum. You’ll also hear how teach-in-context changes (defaults, rituals, trace) make measurement obvious, and where my Microsoft 365 Companion Series, Olympus Academy micro-lessons, and quick YouTube clips fit as tiny “how-to” boosts at the moment of use. By the end, you’ll have a five-minute Friday ritual you can start this week.
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Beyond The Feature Episode 5 — Decisions Need a Trace
In this episode, I make a simple promise: if you can point to the decision in under ten seconds, your workflow moves faster. I walk through why choices vanish in the noise of meetings, chats, and emails and how a single, human-readable headline in the doc (“Decision, Owner, Approver, Date”) stops re-litigating the same topic next week. I’ll show how quiet features (comments with @mentions, version history, approval notes, and sensitivity labels) serve as evidence behind the headline without turning this into a tool tour. You’ll hear the telltale signs your trace is working (shorter debates, fewer “did we decide?” pings, easier onboarding) and a tiny move you can try before your next meeting to lock it in. If you want the quick “how,” I’ll point to my Microsoft 365 Companion Series on Amazon, Olympus Academy micro-lessons, and short YouTube clips, but the win is the visible line that keeps work moving.
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Beyond The Feature Episode 4 — Rituals Beat Reminders
In this episode of Beyond the Feature, I make the case that reminders fade but rituals stick. Instead of asking people to “remember the new way,” I show how tiny, repeatable cues (an agenda seed in every invite, a two-line Decision header at the top of each document, and a simple naming pattern) quietly keep work on the rails. You’ll hear why rituals lower cognitive load, how they pair with smart defaults and visible trace, and where lightweight features (templates, pinned tabs, quick parts) support the habit without stealing the spotlight. This isn’t a tool tour; it’s a mindset shift: design the ritual, then teach the click. Along the way, I point to snackable resources like the Microsoft 365 Companion Series on Amazon, Olympus Academy micro-lessons, and short YouTube clips for quick “how-to” moments at the point of use.And if interested in the consulting or projects that were mentioned, definitely reach out to AuditSolv ( www.auditsolv.com )for further conversation about Microsoft as a Service offering or consulting on numerous training or engineering projects.
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Beyond the Feature Special Episode - Takeaways from Microsoft Ignite
In this special Microsoft Ignite edition of Beyond the Feature, I break down what the first two days of Ignite really mean for your organization, far beyond the headline features and shiny demos.Instead of chasing every new Copilot button, we zoom out and look at how Microsoft’s push into agents, Work IQ, Security Copilot, and new Copilot licensing actually impacts the way you structure your tenant, govern your data, and design day-to-day work.I share practical guidance from the front lines with clients through AuditSolv and training via Olympus Academy, focusing on how to turn Ignite announcements into a concrete roadmap and real return on your Microsoft 365 investment.In this episode, I cover:How Copilot is evolving into a “work operating system,” not just an add-onWhy Agent 365 and Windows 365 for Agents matter for governance and securityWhat the Security Copilot story means for E5 customers and security teamsHow smaller and mid-sized organizations can realistically step into CopilotFive actionable steps to move from “feature hunting” to integrated, AI-powered workflowsIf you’ve been watching Ignite and wondering, “Okay, but what do we do with all this?”—this episode is for you.
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Episode 3 - Defaults Are Destiny
In this episode of Beyond the Feature, Patrick Jones unpacks a simple truth that quietly steers everyday behavior: defaults are destiny. Under pressure, people follow the path of least resistance: sixty-minute meetings stay sixty minutes, attachments keep spawning duplicates, and “anyone with the link can edit” invites chaos. I explain how flipping a few defaults changes outcomes without pep talks: shorter-by-default meetings with a tiny agenda seed, “links not attachments” as the cultural norm, and a visible place where decisions live. Rather than touring every feature, I show how features become support beams (templates, link settings, labels) after you set the expectation first. You’ll leave with a mental shift (“change the path, not the person”) and a small challenge to flip one default this week and watch the noise drop. Skills are still the verbs; defaults make the sentence effortless.Set the Default meeting time https://youtu.be/4DND0CbjzFsAdd agenda to your meeting inviteshttps://youtu.be/_pZPGzQ4H2YChange the link sharing default for securityhttps://youtu.be/ssP_b-NYmdw
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Episode 2 — Behavior Lives Where Work Happens
In this episode of Beyond the Feature, I explain why most training evaporates on Monday and how to make it stick by teaching inside the real workflow. Instead of slide decks and demo tenants, we anchor skills at the exact moment of use: in the team space, in the live document, during the actual meeting. You’ll hear how context-dependent memory affects adoption, why “shared space” is the home field for behavior change, and how short, targeted moves (agenda seeds, @-mentions, decision lines) turn features into habits. Along the way, Patrick points to snackable resources (the Microsoft 365 Companion Series, Olympus Academy, and quick YouTube clips) as verbs you can drop into the sentence of real work. If you want shorter cycles, fewer “where’s the link?” pings, and decisions you can actually find, start here.
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Episode 1 - Why Features Don’t Pay the Bills (Workflows Do)
In the premiere of Beyond the Feature, Patrick Jones makes the case that technology ROI doesn’t come from learning more buttons. It comes from fixing workflows. In this episode you’ll hear why feature-first rollouts stall, how to anchor training to real work (decisions, handoffs, outputs), and a simple five-part mini-framework you can use tomorrow: Trigger → Shared Space → Short Ritual → Decision → Trace. You’ll also get a quick thought experiment to estimate “time back” and a one-week challenge (“No Attachments Week”) to prove impact without a big project. Perfect for tech leaders, HR/L&D, and curious operators. Skills matter, but only when they live inside a workflow. Resources mentioned: the Microsoft 365 Companion Series (Amazon) and Olympus Academy courses—useful for learning features, best when paired with workflow change.
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ABOUT THIS SHOW
This show is for people who want to update their workflows to take advantage of their Microsoft 365 investment. We talk about measurable results by fixing workflows, not teaching features in isolation. There are special episodes and the awesome Spotlights interviewing people actually doing the work! Hosted by Dr. Patrick Jones. Practical concepts, change tactics, and metrics. References the Microsoft 365 Companion Series (Amazon) and online courses (Olympus Academy) as part of a complete enablement plan for effective change.www.beyondthefeature.com
HOSTED BY
Dr. Patrick Jones
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