Business Productivity Infrastructure Optimization Campaign 1 Agenda: BPIO Partner Sales Readiness Workshop Day 3: Topic: Enterprise Content management (ECM) Partners will understand Microsoft Office system’s Enterprise Content Management (ECM) capabilities and sub-capabilities. Education will be layered against the CES methodology. Partners will also understand the competitive landscape and how to effectively communicate the Microsoft ECM value proposition to win the engagement. TimeModuleDescription 8:00 a.m. – 8:30 a.m.Breakfast and networking 8:30 a.m. – 9:00 a.m.13 – ECM Opportunity The Microsoft vision for ECM and the possible solutions in ECM (OSSD, Case Studies, Personal Experience) 9:00 a.m. – 9:45 a.m.14 – What’s New in 2007 The new/better features and capabilities of ECM in 2007 and the competitive differentiators of ECM in :45 a.m. – 10:15 a.m. 15 – Scenario-Based Demo and Business Case 10:15 a.m. – 10:30 a.m.Break 10:30 a.m. – 11:30 a.m.16 – BPIO Model in ECM Standardized to Rationalized view for each sub-capability with screen shots of the sub-capabilities under each BPIO view for ECM. 11:30 a.m. – 12:00 p.m.17 – Partner Opportunities The solution and services opportunities for ECM, guidance on how to build a practice, where to find/drive opportunities (OSSD, MSPP) and a list of current OSSD scenarios available. 12:00 p.m. – 1:00 p.m.Lunch Break 1:00 p.m. – 4:30 p.m. 18 – Hands-on Learning (ECM Business Case) Class walks through business case for ECM and applies CES methodology (Solution Briefing and Architecture Design Session) to the business case.

Business Productivity Infrastructure Optimization The BPIO Campaign for Microsoft Office 2007 Module 16 – BPIO For ECM

Business Productivity Infrastructure Optimization Campaign 3 Module 16 – Learning Objectives BPIO Overview for ECM Maturity Model for ECM (Enterprise Records Management) Sub-Capabilities Document and Records Management Forms Management Search Collaborative Workspaces and Portals

Business Productivity Infrastructure Optimization Campaign 4 Microsoft’s Support For Customer-Centric Solution Selling Methodology Alignment Business Context Knowledge Technology Depth and Integration Methodology Alignment Business Context Knowledge Solution Selling and Delivery TDM IO Campaigns: BPIO Customer Engagement Solutions (CES) BDM Customer Campaigns

Business Productivity Infrastructure Optimization Campaign 5 BPIO Model for ECM Business Productivity Infrastructure Optimization Campaign

6 Business Productivity Infrastructure Optimization Model Unified Communication and Collaboration Enterprise Content Management Business Intelligence Performance Management Reporting and Analysis Data Warehousing Document and Records Management Web Content Management Forms Management Search Messaging Collaborative Workspaces and Portals Instant Messaging (IM)/Presence/Voice Web Conferencing

Business Productivity Infrastructure Optimization Campaign 7 7 ECM Sub-Capabilities Web Content Management Enterprise Records Management Document Management Forms Search Enterprise Content Management Sub-Capabilities

Business Productivity Infrastructure Optimization Campaign 8 Sub-Capabilities For ECM Identify where you want to be Enterprise Content Management Identify where you are Document & Records Management Content stored in local drives and file shares; Manual archiving of records Web Content Management Basic web server, Web-master controlled Forms Paper forms and redundant data entry Search Disparate search capabilities Document & Records Management Disconnected Departmental Document and Records Repositories Web Content Management [None] Forms Departmental Electronic forms with transactional workflow Search Search within a single workspace or Portal Document & Records Management Framework for management of distributed repositories and content metadata Forms embedded in documents/ s for managing metadata and workflow XML schema-based document templates Automated retention policies and holds of records (HR policies, contracts, s) Web Content Management Common multi-tier (authoring, staging, production environment) for intranet, internet and extranet sites Forms Forms integrated with LOB systems/processes Offline and Mobile forms Search Enterprise-wide metadata driven search across workspaces, portals and LOB Mobile search and access to enterprise information Document & Records Management Structured Authoring with XML standards (XBRL, SPL, Enterprise defined standards) Web Content Management [None] Forms Forms and workflow orchestration across departments/systems and organizations Search Single search, across multiple sources (LOB, third party, Web and desktop)

Business Productivity Infrastructure Optimization Campaign 9 ECM Document And Records Management

Business Productivity Infrastructure Optimization Campaign 10 Key Capability Document and records management From the standardized to the rationalized framework Rationalized Framework for management of distributed repositories and content metadata Forms embedded in documents/ s for managing metadata and workflow XML schema-based document templates Automated retention policies and holds of records (HR policies, contracts, s) Benefits of moving to next level Reduce deployment and management costs Consistent categorization and organization of content IT controlled security policies Standardized Disconnected Departmental Document and Records Repositories

Business Productivity Infrastructure Optimization Campaign 11 Document Repository Sales Asia Pacific Region EmploymentClaims Contracts Managed document repository template Document property panel in Office 2007 programs XML-based Metadata Management Check-in/Check- out, Major/Minor Versioning, Roles File Share Scanner or Multi-function Device Microsoft Office Word Team Sites Collect And Organize Information

Business Productivity Infrastructure Optimization Campaign 12 Rich Metadata Capture In Office 2007 Client Customizable Document Information panel based on InfoPath technology Capture metadata as part of authoring process Define required metadata in content type definition

Business Productivity Infrastructure Optimization Campaign 13 Document Management Protect Information Assets Sales Asia Pacific Region EmploymentClaims Contracts Recycle bin Role-based security on individual items Auditing policies to log usage Server-side IRM Document Repository

Business Productivity Infrastructure Optimization Campaign 14 Records Repository Records Management Policy-based records retention Sales Asia Pacific Region EmploymentClaims Contracts Records Manager Expiration action Retention policy defined by regulations or business policies Expired Archive Dispose

Business Productivity Infrastructure Optimization Campaign 15 Document Review/Approval Workflow Workflow tasks assigned to users Workflow history tracking

Business Productivity Infrastructure Optimization Campaign 16 Information Management Policies Track audit and expire content Configurable expiration action

Business Productivity Infrastructure Optimization Campaign 17 Records Management Records repository Official Record Storage Hold ListsRecord Routing

Business Productivity Infrastructure Optimization Campaign 18 Business Productivity Infrastructure Optimization Campaign Forms Management

Business Productivity Infrastructure Optimization Campaign 19 Key Capability Forms management From the standardized to the rationalized framework Rationalized Forms integrated with LOB systems/processes Benefits of moving to next level Lowering deployment and management cost for Forms based solutions Support enterprise wide business processes Efficiencies from design forms once Available to users in a variety of ways such as Offline, Mobile and on the Web Standardized Departmental Electronic forms with transactional workflow

Business Productivity Infrastructure Optimization Campaign 20 Forms Integration Streamline business processes Create InfoPath Form Publish to SharePoint Library Assign Workflow to library

Business Productivity Infrastructure Optimization Campaign 21 Business Productivity Infrastructure Optimization Campaign Search

Business Productivity Infrastructure Optimization Campaign 22 Key Capability Search From the standardized to the rationalized framework Rationalized Enterprise-wide metadata driven search across workspaces, portals, and LOB Mobile search and access to enterprise information Benefits of moving to next level Integrated search for various types of data within a portal Standardized Search within a single workspace or Portal

Business Productivity Infrastructure Optimization Campaign 23 Records Search Enhanced search capabilities and levels of storage make location and retrieval easier and more efficient Enhanced and customizable metadata captured in the Office client allows easy storage for documentation Enhanced and customizable Metadata captured in the Office Client allows easy storage for documentation Pre-defined policies associated with the document

Business Productivity Infrastructure Optimization Campaign 24 Business Productivity Infrastructure Optimization Campaign Collaborative Workspaces And Portals

Business Productivity Infrastructure Optimization Campaign 25 Key Capability Collaborative workspaces and portals From the standardized to the rationalized framework Rationalized Collaboration tools support offline and online use End-user editing and tracking workflows Personal portals (My-site) Information on people and expertise (self reported and non self reported) available in portal Benefits of moving to next level Extend workspaces platform to support the needs of mobile/remote employees and external partners Managed, secure way for IT to provide unstructured collaboration tools Extend Portal infrastructure to allow employees to locate richer people/expertise information Standardized platform for delivering a personal view Reduce IT burden by empowering end-user to develop more sophisticated solutions without custom- coding Standardized Check-in/out and versioning Workspace integrated with desktop productivity applications IT and end-user control for site provisioning, policy, and permissions Portal for content, people, and role information

Business Productivity Infrastructure Optimization Campaign 26 Business Intelligence (BI) Client Access Capabilities Solution Evolution Network / Windows Server / Active Directory Data Repositories / LOB Unified Communications and Collaboration (UCC)Enterprise Content Management (ECM)

Business Productivity Infrastructure Optimization Campaign 27 Summary ECM Document Management Scalable document libraries and repositories Workflow and approvals Security and tracking ECM Records Management Ability to set up a records repository according to the organization’s file plan Multiple libraries for organizing different types of business records Creates retention policies that can be set based on the retention schedules Records can be captured from external sources like document management systems, servers and Microsoft Outlook Ability to specify an action when the expiration date is reached which either disposes the record or starts a workflow Reduce risk of non-compliance and legal liability

Business Productivity Infrastructure Optimization Campaign 28 Summary Forms Lower cost for Forms based solutions Enterprise wide business processes support Design and publishing efficiencies Search Integrated search Search across enterprise repositories, structured and unstructured

Business Productivity Infrastructure Optimization Campaign 29 ECM Resources Preparing for Competitive Selling Opportunities – Foundation Level – English courseid=1456 ECM – A Microsoft White Paper Microsoft Office system Solutions Directory The Solution Showcase for Microsoft Office system CMS Migration Center

Business Productivity Infrastructure Optimization Campaign 30

Business Productivity Infrastructure Optimization Campaign 31 © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.