A Key Partner in Enterprise Deployment & Adoption

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Presentation transcript:

A Key Partner in Enterprise Deployment & Adoption

Expert Application and Device Support for Business Users About PC Helps Expert Application and Device Support for Business Users Applications, Devices, and Operating Systems Supported Microsoft Office Outlook PowerPoint Excel Word Office 365 Outlook Office Lync SharePoint SkyDrive Other Microsoft Communications/ Lync Collaboration/ SharePoint/Exchange Project Access Devices Surface Tablet Windows PC Windows Tablet Windows Phone Operating Systems Windows 8 Windows 7 Windows XP All prior versions Sample Listing. All versions/releases of these and other applications are supported. Live phone support and training, complementing the corporate help desk Certified, US-based experts answer calls, typically within two rings 450+ clients; 1.6M business users currently under contract Over 1,000 Microsoft migrations supported One Bala Plaza - Bala Cynwyd, PA 19004 | www.pchelps.com | 1.800.HELP412 | info@pchelps.com

Driving Business User Adoption Prioritize the business user experience Provide knowledge on demand in the “moment of need” “Moment of need” business user has immediate access to an expert consultant Consultant identifies unique needs and skill level of caller Consultant renders best practice solution based on complexity of issue Solutions are taught and reinforced with value-added artifacts Faster deployments & licensing Enhanced business user productivity Improved customer return on Microsoft investments Higher business user satisfaction 3

Complete End-to-End Solution PERFORMANCE SUPPORT SKILL DEVELOPMENT Live Phone Support Self Help Tools Analytics & Reporting ‘GO LIVE ’ Live Phone Support Self Help Tools Instructor-led Training Train-the-Trainer AFFINITY & AWARENESS Live Phone Support Self Help Tools Instructor-Led Training Communication Plan Tips-n-Tricks Self Help Tools Instructor-Led Training On-demand Live Phone Support Maximized Application Adoption and Utilization

Playing a Critical Role in the Deployment Cycle Hypothetical Deployment & Migration Plan 10/1 10/8 10/15 10/22 10/29 11/5 11/12 11/19 11/26 12/3 12/10 12/17 12/25 Plan Prepare Migrate Checkpoint 1 – Planning Complete Checkpoint 2 – Preparation Complete Checkpoint 3 – Migration Complete Kickoff Validate solution alignment License validation Review Infrastructure Review Active Directory People Readiness and Enablement 1 Migration planning  10 Migration schedule   17 Production pilot  2 Service Desk training 3 User / admin training plan 4 Communications strategy 18 Velocity migration Group 1 Group 2 Group 3 Etc.  11 Customer readiness continuation  Technology Readiness and Enablement 5 Plan on-premises infrastructure/ hardware Requirements 6 Plan email co-existence and mail enabled applications 12 Service configurations 13 Email migration and coexistence tested/ validated    19 End User Support & Productivity Enterprise Adoption & Satisfaction 7 Plan network configuration/ bandwidth requirements 8 Plan user identity/account provisioning 14 Network configuration and bandwidth updates 15 Verify domains, remediate AD and DirSync errors   9 Plan Client Operating Systems and Client Applications  16 Office desktop setup and client updates deployment 

Bringing Business Users Successfully Forward With Microsoft “When the leadership team decided to upgrade to Windows 7 and Office 2010, we had over 200 marketing and sales templates that needed to be converted – but my team was already at full capacity.” Mary VP, Marketing “I just got my new Windows 8 Surface Pro tablet , and started using it. I can already tell it’s going to change the way I work for the better. But there are some things I still need to get comfortable with.” Sharon Sales Executive “My computer was just upgraded to Office 2013 and I’m having trouble with some of the new features in Outlook email and calendaring.” Lisa Executive Assistant “I travel a lot with my job, and recently switched to a tablet in place of the heavy PC I was always carrying. But then I ran into issues getting things done on the tablet.” Chris Operations Director “We wanted to do a tablet pilot for my 500 person sales group, and decided on the Microsoft Surface Pro. To ensure the pilot was successful, we arranged for both training and live support for the team.” John SVP, Sales Office 2007 to Office 2010 Migration – Outlook Support Assistance with Macros in Excel 2010 Supporting company-wide deployment – Windows 8 on Surface Pro Windows 7 & Office 2010 Migration – Marketing Forms and Templates Custom Project Support – Surface Pro Deployment

PC Helps MCS Win Lotus Notes to Outlook: “Because of PC Helps service, this was one of most successful migrations for end-users we have done. The amount of interaction and reporting was key to overall project success” .. John V. VP, IT PC Helps worked with the MSFT District team & MCS team to ensure customer success MSA between PC Helps and MCS executed April 2013 PC Helps’ service contracted via MCS Customer thrilled with MSFT/PCH partnership Mitigated disruption and ensured positive end-user experience Benefits to MSFT $260k in additional MCS revenue Added visibility to the project Positions MSFT well to win the Cloud Services migration for Office

Joint Win Wire Profile Internal /MSFT Only How Engagement Started: Worked with MS SSP and account team to deliver Tips and Tricks session for exec admin’s onsite to drive awareness of Win7 and Office 2010 productivity Worked with Account Team and PC Helps participated in Capital Group MEC session MSFT Account Team and PC Helps sales team positioned to address any end user deployment blockers for MSFT account team during sales process and get customer to Modern Office Segment: EPG District: Southwest Applications Old/New: - Lotus Notes to Outlook - Office 2003 to 2010 - SharePoint 2010 - Lync Conf/Voice MS Competitive Win Lotus Notes displacement Current Status: PCH signed 3 year contract to support Capital Group for it’s transition and Microsoft license sales keep growing PC Helps and MSFT account team meeting frequently to identify new projects and key business user group’s to drive the Microsoft Suite Key Win Results MEC session MS license renewal with upgrade to Win 7/Office 2010 Customer readiness for transition to Modern Office down the road PCH provided reassurance to client of a smooth migration, and elevated business user adoption and satisfaction with the new releases PC Helps now supporting Lync extensively (xxx calls/mo) and SharePoint Discussions underway re: PCH custom project support, LOB support & training

Highlights XP Migrations Office 365 Windows 8 DuPont 50,000 users/Dell partnership Marsh & McLennan 40,000 users Win XP to 7; Office ‘03 to ‘10 Office 365 Scott & White 13,000 users GroupWise to O365 TJX Companies 8,000 users Windows 8 Charles Schwab 24,000+ users XP Desktops moving to Windows 8/Office 2010 PCH Hosting MEC for touch devices Microsoft Consulting Services Catholic Health Partners 28,000 users from Notes to Outlook completed in 6 weeks PCH Customer Satisfaction scores of 9.8/10 Repeatable process for O365 Cloud Services migration in FY14 Lync Federated with Microsoft Dell Lync Accelerate Program Office/Windows 7 Exelon 40,000 users Accelerated Deployment

Appendix

Universe of Services Core Office Application Support Microsoft Office (all versions) and Office 365 Microsoft Operating Systems Microsoft SharePoint, Lync and related applications Mobile Device & Tablet Support All Windows-based mobile devices and tablets Microsoft Migration Support Office 2007 & 2010 Office 2008 & 2011 (Mac) Windows 7 & Windows 8 Email Migration Support Microsoft Outlook Exchange Lotus Notes, GroupWise, Gmail to Outlook Custom Project Support - Virtual Temp resources for project work in Microsoft applications Application Training Onsite, online Group, individual Self-Help Tools QuickStart Cards for Microsoft Applications & Windows QuickHelp and Customized Self-Help Portals

Aligned with MSFT Scorecard Metrics xxx00.#####.ppt 7/28/2018 10:26:27 PM Microsoft Confidential Aligned with MSFT Scorecard Metrics Win Businesses with Windows 8 Devices & Apps Windows 8 Total Apps Windows Phone Top Apps Windows Tablet wins (Hardware + Apps) * Win the Datacenter: Private, Public & Hybrid Cloud Windows Server Datacenter Billed Revenue Systems Center Server Mgmt Billed Revenue Windows Azure Billed Revenue Microsoft Private Cloud 16+ Hosts Deployment* Grow SQL Server through BI/Big Data and Mission-critical SQL Server Premium Billed Revenue Win against Google every time with Office 365 & Launch Office 15 Lync Voice Seats Sold Lync Voice Seats Deployed* Win in the Cloud with Office 365 Office 365 Assigned Users Office 365 Customer Adds > 1,000* Accelerate the Selling of Solutions Solution Area Premium Revenue with Partner* Dynamics CRM Billed Revenue MCS New Work Sold Drive Deployment Windows (7, 8) Deployment in Enterprise Office Deployment in the Enterprise Excel in Licensing Led Selling EA On-Time Revenue Renewal Rate (OTRRR) Strengthen Your Strategic Advisor Relationship EPG NSAT New Premier Customers* ESP Total Contracts in EPG* *Not on Sub Scorecard New (5) Modified (8) No Change (9) Click Icon to view Playbook

Accelerate sales, deployments, win against Google Programs to help MSFT Sellers Accelerate sales, deployments, win against Google Customer receives access to h PC Helps’ Productivity Consultants via a toll free number Calls can be pre-scheduled to address the specific concerns of critical user buyers Cost absorbed by PC Helps Advantage Card Live ‘How To’ support at the moment of need, pre and post sale. 1-1.5 hour web sessions and can be tailored to the specific account Delivered on site if needed 2-4 week lead time requested Cost absorbed by PC Helps (except T&E) Win over key User Constituencies. Tips & Tricks Sessions White Glove Support Create Advocates. “How-To” Productivity Consultant onsite for 1 week High touch, customized onsite support for key end users such as C-level execs and Exec Admins Answering their questions….helping them find the value! $5,000 plus T&E 90 Day Live Support Proof of Concept Ensure End User Success and Productivity. 30 Day Free Support with a 60 Day Live support plan purchase Dramatically improves the end user experience with the MS Suite Solutions Based Reporting included 30 day cost absorbed by PC Helps O365 Cloud Services Program Transition Plan for End User Adoption to the Cloud. Full Transition Plan - Pre-Plan, During, and After Deployment 24 x 7 Live Support for on demand “How to” Questions at the moment of need Quick Start Cards to ease transition QuickHelp Video based portal POC and Program pricing available- Customer and/or Microsoft Funded

Key Wins - West 8,000 from Notes to Outlook Office 2010/Win7 Project starting Lync 2013 and SharePoint coming Submitted for Partner of Year award Key to end user experience success Google competitive win leveraging PCH Pilot User Adoption story at MEC was key Created Strategy and Process to repeat for future deployments PCH and MSFT Field teams shared account intelligence for Google Compete Win Leveraged PCH field programs to win PCH now supports Win8 and Office deployment 7000 users to Win7/Office 2010 PCH key to end user satisfaction Onsite Training with Live Support Early Adopters of Win8 and Office 2013 Pilot Support In place Early adopters due to PCH Service- never holds back from End Users Office/ Outlook 2010 MEC success Office/ Outlook 2010 Contracted under WiPro Keep customer moving forward 12,000 users Outlook/Office deployment SI Partner deal with Statera

Key Wins - West 25,000 User Win7/ Office 2010/Outlook User Adoption key to project success PCH Team and MSFT Field Team worked closely to deliver right end to end solution PCH Team and MSFT Field team sharing account intelligence for Google Compete Win Leveraged PCH field programs to win client PCH Won Win8 and Office deployment starting 7/15 30,000 Users to O365 Working with MCS on Lync Deployment in FY14 Long Time PCH customer staying on latest Microsoft technology Office 2010/ Win7 / SPS deployments in 2013 55,000 User Win7/Office 2010 Contract in place deployment starting in summer due to delays 8,000 User deployment O2010 Worked with MSFT Field team and Statera to deliver end user solution Long Time PCH customer staying on latest Microsoft technology Office 2010/ Win7 / SPS deployments in 2013 Long Time PCH customer going from Notes to Outlook/ O365 MSFT and MCS engagement for O365 deal

Key Wins - Central 28,000 going from Notes to Outlook Subcontracted under MCS – $260k Successful end user experience – customer thrilled Repeatable process for future deployments Part of the ExxonMobil “Productivity Proof of Concept Initiative” 90 Day pilot for 5,000 end-users in process Global go-live would include 100, 000 end-users, with 55k located in North America. 40,000 Users to Win 7/Office 2010 Removed blockers with end user solution Increased speed of deployment 7,000 users from Notes to Outlook in FY 11 7,000 users to Office 2010 in FY 13 Created strategy & process to repeat for future deployments 30,000 users supported for over 9 years Office 2010 migration Lync & Windows 7 migration 13,000 users from GroupWise to O365 Martin Prince, AVP of IT, great reference http://www.pchelps.com/2013/01/a-smooth-transition-to-microsoft-office-365/ 5,500 End Users to Win 7/Office 2010 PCH provided critical account intelligence MSFT secured net new EA

Key Wins Central 27,000 users supported since 1998 Migrated Office 2003 to 2010 Repeatable process for future deployments Planning for Windows 7 deployment from XP 12,000 users Notes to Outlook Office 2010/Windows 7 migration in progress Repeatable process for future deployments PCH customer since 1996 20,000 users to Office 2010 Repeatable process for future deployments PCH customer since 1996 20,000 users to Office 2010 Repeatable process for future deployments PCH customer for over 14 years 14,000 users to Office 2010 Repeatable process for future deployments PCH customer since 2008 5,000 users to Office 2010 PCH customer since 2005 4,000 users to Office 2007/Windows 7 Created strategy & process to repeat for future deployments PCH customer since 2006 6,000 users to Office 2010

Key Wins - East 5,500+ user Groupwise to Outlook 12,000+ user LotusNotes to Outlook 50,000+ user Office/Windows overflow issue resolution Used for multiple project engagements Compliment internal goals to drive end user adoption and usage 5,500+ user Groupwise to Outlook Restructuring of support model per PC Helps recommendations Alignment with Microsoft project needs Improved customer service around Microsoft application support 20,000 users to Office 2010/Outlook 2010 and Win 7 Outlook 2010 conversion is from GroupWise Rollout continuing through Q3 2013 40,000 users to Office 2010 and Win 7 Great Success thus far for global rollout 12,000 user Office 2010 upgrade Senior level engagement for 1+ year prior to project launch Regular meetings to ensure alignment with both current and future project needs

Key Wins – Public Sector 8,000 Users supported since 2012 Supported migration to Office 2010 Existing client since 2001 12,000 users to Win 7/Office 2010 12,000 users supported since 2010 Supported Eudora to Outlook migration Supporting current Office 2010 migration Existing client since 2010 Supported 4,000 users to Win 7/Office 2010 Support includes mobile and Lync Existing client since 2011 Supporting over 8,000 users 18,000 Users supported since 2011 Supported 2012 migration Existing customer since 2010 Supporting over 1,000 users Supported GroupWise to Outlook migration Existing customer since 2008 Supporting 16,000 users on Office 2010

Partnerships PC Helps does not compete with any partner in the Microsoft ecosystem

PC Helps Momentum Announces New Board Member Austen Mulinder (Apr 2013) Enters Agreement with Microsoft Consulting Services, and Supports First MCS Office 365 client Catholic Health Partners (Apr 2013) Selected by Charles Schwab to Support Windows 8 Migration (Apr 2013) Achieves Microsoft Gold Competency for Devices & Deployment (Mar 2013) Teams with Dell on Dell Lync Accelerate Program (Mar 2013) Teams with Microsoft and BrainStorm, Inc on Office 365 Program (Feb 2013) Adds Support for Lync, federates with Microsoft, now pursuing Communications competency (Feb 2013) Geared Up to Support Windows 8 and Office 2013 (Aug 2012)