1. Office 365 for Nonprofits An Introduction September 24, 2013

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4. Office 365 for Nonprofits An Introduction With James Rooney from Microsoft and Linda Widdop from Tech Impact September 24, 2013

5. Presenters Becky Wiegand TechSoup Facilitator Assisting with chat: Ale Bezdikian Linda Widdop Tech Impact Presenter James Rooney Microsoft Presenter Cameron Jones TechSoup Presenter

6. Introducing TechSoup Participant Poll What is Office 365? Offer for Nonprofits Big Picture and A Look Inside Planning & Process How to Get It! Q&A Today’s Agenda:

7. TechSoup is part of TechSoup Global, working towards the day when every nonprofit, library, and social benefit organization on the planet has the technology, knowledge, and resources they need to operate at their full potential. What Is TechSoup?

8. TechSoup is a 501(c)(3) nonprofit organization. As of April 30, 2013, TechSoup Global has served more than 208,300 organizations — including over 67,000 organizations outside of North America. We have distributed more than 11 million software and hardware product donations and enabled recipients to save more than US$3.61 billion in IT expenses in 56 countries around the world.

9. Technology donations available through the TechSoup catalog: 401 Number of donor partners for US programs, including Adobe, Cisco, Microsoft, and Symantec: 63 NetSquared Local monthly meetup groups around the world: 48 TechSoup’s community blog and forums have participation from more than 50,000 monthly NPO and library users. Reach more than 200,000 NPO, library, and philanthropy subscribers in the United States with our newsletters each month.

11. Are you already using Office 365? – Yes – No – Just started the free trial – We want to learn more first Participant Poll

12. What is Office 365? James Rooney, Microsoft

13. Office 365 Your Complete Office in the Cloud Professional email Shared calendaring Instant messaging (IM) HD video conferencing Screen sharing Online storage Word Excel PowerPoint OneNote SharePoint Lync

14. Office 365 for Nonprofits 501(c)3 orgs* 42 countries @ launch Donated Enterprise (E1) Discounted upgrade to Enterprise (E3) Unlimited seats * Some restrictions apply

15. Resources www.microsoft.com/office365nonprofits/ Office 365 Admin Rollout Guide Office 365 User Adoption Learning Center

16. A Look at Office 365 Linda Widdop, Tech Impact

17. O UR M ISSION Tech Impact’s mission is to ensure all nonprofits can use technology to better serve our world.

18. About Us 501c3 organization - began as NPower PA in 2002 providing technology services to nonprofits locally – We serve 300+ local organizations annually Recently changed our name to Tech Impact and began offering cloud based service globally – We help 200+ organizations with cloud solutions annually Assisted 500+ orgs to get on board with Office 365 since 2010

19. Big Picture Your email, calendars, and contacts are stored in the cloud You access a “view” of that email on your computer, web browser, or phone which means that you can get to your stuff from anywhere

20. Behind the Scenes Office 365

21. Accessing Email Outlook 2010 or 2013 Outlook Web Access on any modern web- browser (IE, Firefox, Safari, Chrome) Any mobile-phone supporting ActiveSync (including iPhone, most Android phones and Windows Smartphones) Outlook Web App

22. Using Outlook for Email Additional features – Setting Out of Office Messages – Shared Calendars – Presence

23. SharePoint About Office 365 Document Storage – Access from anywhere – Available and secure Information Portal – Do more than just store documents Web Apps – Word, Excel, PowerPoint, InfoPath Integration to Office 2013 – Connect to SharePoint from your desktop

24. SkyDrive About Office 365 Your “My Documents“ in the Cloud 25GB of Personal Storage SkyDrive Syncs Locally

25. Newsfeed About Office 365 Microblogging Personal Profile Ability to Follow Personal Apps

26. Lync About Office 365 Text, Audio, & Video Chat Group Chat Presence Awareness Presentation Modes WebApp & Mobile Versions (iPhone & Android)

27. Our Experience with Implementation To Date – Tech Impact has converted 200+ on-premise Exchange Servers to Office 365 – Over 3,500 users – No more on-premise servers to worry about, patch, and back up – Spam issues are gone To Date – Tech Impact has upgraded more than 300 organizations from POP/IMAP mail to Office 365 – Over 2500 users now have ability to get the same email experience as larger orgs, share calendars, get email remotely

28. Our Experience with SharePoint Online To Date – Tech Impact has helped a dozen orgs implement SharePoint online Requires more planning and internal discussion Requires ongoing support to be successful

29. Project Management Planning is key to a successful project (nothing new here) Complete email migration first – get users acclimated to the web interface K-I-S-S with SharePoint to start – use out of box templates and functionality Provide multiple training opportunities for users Make updates/changes in cycles with appropriate documentation Plan for change management challenges, allot resource(s) for support

30. We work with your organization to make sure that we understand your needs and build a solution that meets them – Full Implementation Project – Account setup, email migration, SharePoint Site creation, Admin and user training – all custom tailored to your environment – Workshop Series – join other orgs for a series of weekly workshops to learn how to migrate your email and create SharePoint Sites yourself. We provide planning materials, guidance and step by step instructions via web meetings. Ongoing Support – you choose the level of support that you need – Self Serve – access to scheduled web trainings and events, documentation portal – One on One – access to the above plus Help Desk, custom training Search TechSoup.org for “npOffice” to get more information on our special pricing Contact Linda Widdop – linda@techimpact.orglinda@techimpact.org Our Process

31. How to Get It! Cameron Jones, TechSoup

32. How to Get It! Visit Microsoft’s site: www.microsoft.com/office365nonprofits/ www.microsoft.com/office365nonprofits/ Sign up for a free trial. View Office 365 options.free trialOffice 365 options Get verified through TechSoup (See eligibility)eligibility Eligible nonprofits transition from free trial to donation or discount of Office 365 directly through Microsoft! Learn about benefits and support.benefits and support

33. Additional Resources Upcoming webinar: Office 365: Is It Right for My Nonprofit?, October 10 at 11 a.m. PST/2 p.m. ESTOffice 365: Is It Right for My Nonprofit? Are You Ready for Microsoft Office 365 for Nonprofits?, article from TechSoup Are You Ready for Microsoft Office 365 for Nonprofits? Questions about Office 365? Ask them in TechSoup’s community forums.Ask them

36. Q & A Please type your questions in the chat window. Follow-up questions can be posted in the community forum. community forum

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