1. Info-Tech Research Group1 Headline / Subhead Vertical Spacing Info-Tech Research Group, Inc. Is a global leader in providing IT research and advice. Info-Tech’s products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns. © 1997-2014 Info-Tech Research Group Inc. Create a Strategy and Roadmap for Office 365 You are going to move to Office 365; your need for SharePoint functionality determines when. Info-Tech's products and services combine actionable insight and relevant advice with ready-to-use tools and templates that cover the full spectrum of IT concerns.© 1997 - 2014 Info-Tech Research Group

2. Info-Tech Research Group2 Introduction CIOs who: Need to determine if Office365 is appropriate for the business Are deciding on the best time to upgrade to Office 365. Need advice on selecting the optimal Office 365 license mix. This Research Is Designed For: This Research Will Help You: Determine if Office 365 is an option for your organization. Develop a cost/benefit analysis for Office 365. Determine the optimal timeframe for your Office 365 migration. Create an Office 365 migration strategy. Build an Office 365 roadmap. You are going to move to Office 365; your need for SharePoint functionality determines when.

3. Info-Tech Research Group3 Executive Summary What CIOs are saying: 1. We have too many versions of Office, SharePoint, and Exchange. The resulting costs and complexity are challenging. 2. The promise of keeping Office 2013 up to date without having to present a business case for every update to management is very attractive. 3. I’m not sure that it is cheaper to use a cloud-based service than maintaining our own infrastructure, but I would like to get out of the data center game. Microsoft’s Position is: 1. The time is now. Why wait if there are so many benefits to Office 365? 2. Your Executives will love you for doing it. 3. The end is coming for on-premise SharePoint and Office; get ahead of your competitors. Info-Tech’s reality check: 1. Microsoft is not planning a release of Office past 2013 so you need an Office 365 (O365) strategy even if it’s just wait. 2. Your ability to reduce your five-year TCO is dependent on your ability to fully decommission your current Microsoft footprint (Windows Server, SQL, SharePoint, and Exchange) including a portion of your system administration costs. 3. If you use only the Office productivity suite wait for your next hardware refresh. The business case improves for heavy SharePoint users. 4. Licensing of Office 365 is extremely complex and crucial to your business case. Use this blueprint to determine the optimal mix for your organization. 5. Your need for mobile access to Office applications (including SharePoint) will influence your strategy. 6. Office 365 is a possibility for most industries. For example, there are single-instance and government- sanctioned versions that are FISMA and HIPAA certified.

4. Info-Tech Research Group4 Five steps to an Office 365 strategy and roadmap Develop a cost/benefit analysis Determine if Office 365 is an option Create an Office 365 strategy Determine the timeframe for migration This symbol signifies when you’ve reached a Guided Implementation point in your project. Build an Office 365 roadmap Assess the overall Microsoft dependency Define content use by department Evaluate usage of Office 365 related products Complete the cost/benefit analysis Determine mobile needs Evaluate key concerns Evaluate the your mobile and BYOD readiness Determine the role of Office 365 today Assess SharePoint and Office maturity Determine storage needs for next three years Assess the IT readiness for SharePoint on-premise Outline Office 365 benefits that enable IT’s strategy Determine pre-Office 365 steps Determine the technical steps for O365 implementation Determine IT training Build a roadmap Define the long-term Office 365 strategy Evaluate benefits of Office 365 for IT Understand the value of Office 365 Demystify Office 365 licenses Decide if Office 365 has any value to organization

5. Info-Tech Research Group5 Guided Implementation Points in the Office 365 strategy Book a Guided Implementation Today: Info-Tech is just a phone call away and can assist you with your project. Our expert Analysts can guide you to successful project completion. Here are the suggested Guided Implementation points in the Office 365 strategy project: To enroll, send an email to GuidedImplementations@InfoTech.com or call 1-888-670-8889 and ask for the Guided Implementation Coordinator.GuidedImplementations@InfoTech.com This symbol signifies when you’ve reached a Guided Implementation point in your project. Section 1: Office 365: the basics Clarify the features and actual headaches with an Analyst prior to committing to Office 365. Section 2: Review your cost/benefit analysis Review your cost/benefit analysis from Info-Tech’s Office 365 Value and Strategy Tool with an Analyst. Section 3: Evaluate the actual risks of Office 365 rather than the hype Make a decision on moving to Office 365 based on the real world experiences of your peers and not the fear of the unknown. Section 4: Understand the potential licenses in moving to Office 365 Take advantage of early adopter knowledge to plan your Office 365 move. Section 5: Review the implementation plan Review your proposed implementation timeline to catch any known issues with your plan.

6. Info-Tech Research Group6 What’s in this Section:Sections: Determine if Office 365 is an option Develop a cost/benefit analysis Determine the timeframe for migration Create an Office 365 strategy Build an Office 365 roadmap Understand the value of Office 365. Evaluate benefits of Office 365 for IT. Demystify Office 365 licenses. Decide if Office 365 has any value to the organization.

7. Info-Tech Research Group7 Determine if Office 365 is an option After completing this step you will have: A list of IT concerns linked to the related Office 365 applications. A complete picture of how Office documents affect storage. An assessment of your current readiness to enable mobile content creation. An understanding of Office 365 licenses and what is right for you. “I don’t understand the licenses.” “Why can’t I just wait three years?” Actions in this Step 1.1Understand the value of Office 365. 1.2Evaluate benefits of Office 365 for IT. 1.3Demystify Office 365 licenses. 1.4Decide if Office 365 has any value to the organization. Immediate outcomes of this step:Key challenges: Step 1

8. Info-Tech Research Group8 Step 1: Determine if Office 365 is an option Develop a cost/benefit analysis Determine if Office 365 is an option Create an Office 365 strategy Determine the timeframe for migration Build an Office 365 roadmap Assess the overall Microsoft dependency Define content use by department Evaluate usage of Office 365 related products Complete the cost/benefit analysis Determine mobile needs Evaluate key concerns Evaluate the your mobile and BYOD readiness Determine the role of Office 365 today Assess SharePoint and Office maturity Determine storage needs for next three years Assess the IT readiness for SharePoint on-premise Outline Office 365 benefits that enable IT’s strategy Determine pre-Office 365 steps Determine the technical steps for O365 implementation Determine IT training Build a roadmap Define the long-term Office 365 strategy Evaluate benefits of Office 365 for IT Understand the value of Office 365 Demystify Office 365 licenses Decide if Office 365 has any value to organization

9. Info-Tech Research Group9 Cloud-based productivity is coming and Google and Office 365 are currently neck-and-neck for market share Source: Computing.co.uk (Q1 2013; N=160). Office 365 and Google Apps Fight for Supremacy.Office 365 and Google Apps Fight for Supremacy. Google Apps gained an early market share lead in the race of online office suites. Office 365, however, is rapidly closing the gap with over 50% of respondents noting that they either are using Office 365 or are likely to use it. Alternatives to Office 365 and Google Apps aren’t likely to get much more traction except in specific circumstances (e.g. an enterprise that has standardized on Apple hardware and software). IT leaders have accepted the inevitability of online productivity applications. The Office 365 decision, however, also requires consideration of SharePoint. The momentum is shifting to Office 365.

10. Info-Tech Research Group10 CIOs want to stay on-premise, but Microsoft is pushing everyone to the cloud Less than 10% of IT leaders are ready to move completely to Office 365. Source: Metalogix (Q1 2013; N=104). The SharePoint Content Survey.The SharePoint Content Survey. Office 365 is the future but most IT leaders are resistant to the idea. Over 50% of IT leaders want to stay on- premise. Over 30% of IT leaders will move some content and capability to Office 365 but also maintain on-premise capability. Microsoft wants IT leaders to move Office to the cloud; those same leaders want to stay on-premise. This tension will frustrate IT planning for the next five years.

11. Info-Tech Research Group11 Integration of email, office applications, and collaboration tools is crucial Only 26% of IT leaders are happy to have different providers for collaboration, office productivity, and email. 10% think it is crucial to get all the functionality from one provider. Over half of all respondents need tight integration. Over 50% of IT leaders want email, collaboration, and office productivity applications to come from one provider. Source: Computing.co.uk (Q1 2013; N=160). Office 365 and Google Apps Fight for Supremacy.Office 365 and Google Apps Fight for Supremacy The business doesn’t want Google for email and Microsoft for productivity if the integration is poor.

12. Info-Tech Research Group12 Info-Tech Research Group Helps IT Professionals To: Sign up for free trial membership to get practical solutions for your IT challenges www.infotech.com Quickly get up to speed with new technologies Make the right technology purchasing decisions – fast Deliver critical IT projects, on time and within budget Manage business expectations Justify IT spending and prove the value of IT Train IT staff and effectively manage an IT department “Info-Tech helps me to be proactive instead of reactive – a cardinal rule in a stable and leading edge IT environment. - ARCS Commercial Mortgage Co., LP Toll Free: 1-888-670-8889