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Jumpstarting SharePoint in the New Economy
Downers Grove, IL
02.12.2009
Jumpstarting SharePoint in the New Economy

                This Morning’s Agenda

            Introductions and Expectations
      1.

            Why SharePoint Now?
      2.

            SharePoint Best Practices
      3.

                 Successful Business Implementations
           A.

                 Successful Project Approaches
           B.

            The Future of SharePoint
      4.

            Usable Resources for the New Economy
      5.
Introductions
Leading Nationally Recognized IT Professional Services Firm




      Quilogy is the #1 Microsoft Systems Integrator in the U.S., based on
                 award winning solutions and client evidence.”
What Quilogy Does

      SHAREPOINT                             CUSTOM APPLICATION
       • Portals & Collaboration             DEVELOPMENT
       • Forms & Workflow Automation          •   Emerging Technologies
       • Content Management                   •   Processes
                                              •   Tools
                                              •   Application Development
      BUSINESS INTELLIGENCE
       •   Performance Management
       •   Data Warehouses, Marts &, Cubes   INTERACTIVE
       •   Data Integration & Reporting       •   Web Strategy & Design
       •   SQL Server                         •   Digital Marketing
                                              •   Media & Content
                                              •   e-Learning
      CUSTOMER RELATIONSHIP
      MANAGEMENT
                                             TRAINING
       •   Planning
       •   Installation & Configuration       •   Microsoft
       •   User Adoption & Training           •   Oracle
       •   Data Migration & Cleansing         •   Public, Private & Custom Classes
       •   Integration                        •   Volume Discounts
Quilogy’s SharePoint Qualifications
    Extensive collaboration with Microsoft SharePoint product group and field
         Portals and Collaboration Advisory Council
     o

         Beta partner, Early Adopter programs, worldwide TAP partner
     o

         Collaborative Health initiative, Connected Productivity Go-To-Market Campaign
     o

         Multiple SharePoint portals for Microsoft internal usage
     o

         Development of 40 WSS templates for Microsoft site – for worldwide customers
     o

    Over 40 Quilogy consultants certified as SharePoint architects/developers
    Extensive library of SharePoint Custom Web Parts
    “Onshore” Quilogy Development Center for web part development
    Specialization in:
         Web Content Management
     o

         Forms Automation and Workflow
     o

         Policy and Procedures Management
     o
Over 30 Case Studies Published on the Microsoft Web Site
Flexible Engagement Model

     Projects           Expert Sourcing            Support/Retainer             As Needed
   Quilogy Manages          Augment Client’s           Prepaid Support,
 o                      o                          o
   Project                  Staff with Microsoft       Maintenance and        Ideal for Ad Hoc
                                                                          o
                            Resource(s)                Enhancements
 o Incorporate                                                                Mentoring
  Your Team                 Client Manages             Defined Duration
                        o                          o
                            Project
 o Defined Project                                     Hours Expire
                                                   o
                            Client Chooses
                        o
  Scope, Requirements
                            Resource(s)
  and Process



                                  Strategic Partnerships
SharePoint– Representative Clients
Upcoming Events to Jumpstart Your Business in 2009

     TODAY         SharePoint Jumpstart
     March 4th     CRM Jumpstart
     April 28th    Business Intelligence Jumpstart

   ADDITIONAL EVENTS:
     June 2nd      Web Content Management for the Public Sector
     June          Second Annual SharePoint: A Sure Bet
                   (at Arlington Park Racetrack)



                                    Check out
                          WWW.QUILOGY.COM/EVENTS
             for a full schedule of upcoming seminars & webinars
Now, how about you?
What will make this morning most valuable for you?
Given the New Economy,
 Why SharePoint Now?
More Pressure Than Ever on IT Budgets
                                                           More
            Technology             Regulatory              pressure
              Change               Compliance              than ever
                                                           to reduce
                                                           costs
Competition                                 Security

                    20%
                    New
                                80%              Keep
  Cost                      Maintenance         Business
Reduction                                         Up &
                                                Running    IT must be
                                                           available
                                                           24/7 and
                                                           deliver
     Customer                              End-User
    Connection                            Productivity     increased
                                                           business
                                                           value
                     Business Results
                       & New Value
Pillars of SharePoint
                                                                       Docs/tasks/calendars, blogs,
       Server-based Excel spreadsheet
                                                                    wikis, e-mail integration, project
        and data visualization, report
                                                                         management “lite”, Outlook
       center, BI web parts,
                                                                        integration, offline docs/lists
       KPIs/Dashboards
                               Business
                                                    Collaboration
                              Intelligence

                                                                                     Enterprise portal,
Forms Services                               Platform                                    template, site
Rich and web form                            Services
                       Business                                                    directory, my sites,
                                                                  Portal
based front-ends,                        Workspaces, Mgmt,
                       Processes                                                    social networking,
LOB actions,                              Security, Storage,
                                         Topology, Site Model                          privacy control
pluggable SSO


                               Content                   Search
                             Management
   Integrated document                                                       Enterprise scalability,
   management, records                                                   contextual relevance, rich
   management, and web content                                    people and business data search
   management with policies and workflow
Best Practices
Successful Business Implementations
Microsoft’s Internal SharePoint Use


            SharePoint Deployment
               60K employees
               4 data centers
               300K sites and subsites
               10K sites on extranet
               7TB+ in SQL Server
            Scenarios
               Research
               Project management and
               communications
               Issue tracking and virtual
               meetings
               Best practice sharing
               Role-based training
               Field communications
               ....
Hawaiian Airlines


                                       •   Employee Count: 3,500
                                       •   Deployment Size: 3,500
                                       •   Industry: Transportation
                                       •   Country: United States

•   Website responsible for
    majority of Hawaiian Airline’s
    ticket sales revenue
•   Streamlined website
    administration process,
    improving productivity of IT
•   Empowered business users
    to update website content
    quickly, allowing Hawaiian
    Airlines to respond to
    constantly changing market
    conditions
• Employee Count: 96,700
• Deployment Size: 24,000
• Industry: Retail
Starbucks.com/search


•   Starbucks deployed store portal
    across more than 6,000 stores
    with more than 175,000 visits per
    week
     – Results: Improved productivity,
       data security, and aligning store
       priorities with company
       objectives
•   Starbucks upgraded search on
    www.starbucks.com
     – Results: Search all text,
       beverage nutrition, music
       catalog, store catalog, and press
       releases
Employee Count: 24,000
Deployment Size: 6,000
Industry: Media & Entertainment
Competitor: Plumtree
Country: United States
Viacom – Collaboration Sites
    Collaboration among
•
    individuals sharing a common
    purpose
          From Consumer Products
      –
          tracking property launches
          to an Executive
          Dashboard for senior
          management
          Cross Brand Synergy
      –
          Culture of sharing and
      –
          learning
    Flexibility of site features
•
    enable delivery of solutions
    tailored to the customer
          Implementation ranges
      –
          from out of the box to
          customized
    Ability to automate manual
•
    business processes through
    online forms and workflows
Viacom – Portals


    Viacom’s Portals show audience
•
    targeting based on benefits
    grouping.




    A finance portal commissioned by
•
    the Controller to reduce paperwork
    and provide a single destination for
    the finance organization to obtain
    the latest policies, compliance best
    practices and communications from
    management. On the homepage,
    their team utilized the blog feature
    and feedback survey. The internal
    portal is also used to communicate
    policies, best practices, and access
    training modules
Viacom – External Site

•   Management of content
    and repeatable
    deployment process
•   Facilitates
    communication and
    interaction with Viacom
    partners and consumers
•   Provides business units
    with an internet presence
    they can manage
    themselves
    –    Leverages MOSS
         publishing features to
         handle content
         administration,
         approval and
         deployment without IT
         support
•   Employee Count: 50,000
•   Deployment Size: 410,000
•   Industry: Education
•   Country: United States
Miami-Dade Metrics

Description            Count
Web Applications       8
Site Collections       48
Sites                  600,000+
        Class sites    190,000
        Departmental   1,200
        School Sites   416
        Employee       62,307
        Students       345,000
Content Databases
        Student        13
        Employee       1
        Department     4
        School         1
        Class          14
Miami-Dade Portals
Student Portal…
  Students can view their schedule/grades
  E-Textbooks
  Store documents
  Teacher/Student Collaboration site
  School announcements and events
  Create your own “My-site” Coming soon
  Many more resources

Parent Portal…
  Student Schedule
  Student Assignments
  & Grades
  Attendance
  E-Textbooks
  School Bus Information
  Free and Reduced Meal Application
  process
  Ask A Question and
  many more resources
Miami-Dade Portals

Teacher Portal…
  Test Scores
  Absences
  Homeroom Section
  Birthdates




      Employee Portal…
          HR Information
          Daily news/updates
•   Employee Count: 28,000
•   Deployment Size: 28,000
•   Industry: Manufacturing
•   Country: United States
General Mills SharePoint Metrics
Description           Count
Site Collections      28
Webs Sites            703
                      5,567/ 907,382
Lists
                      items
Team Sites            437
                      1,579/
Document Libraries    1,328,763
                      items
Image Libraries       183
Publishing Sites      20
Blog Sites            62
Meeting Sites         24
Wiki Sites            10
Discussion Threads    480
Workflows Processes   79
General Mills SharePoint Environment



• Centralized farm
  serving 37 countries
• Extranet deployed
• 4 Web front ends
• 2 App servers –
  Project, Excel Calc
  Services, Search
• 2 DB Severs – EMC
  SAN 10 TB
• 1 Index server
•   Employee Count: 17,000
•   Deployment Size: 17,000
•   Industry: Manufacturing
•   Country: United States
Del Monte Intranet
•   Employee Count: 3000
•   Deployment Size: 1000
•   Industry: Construction
•   Country: United States
Brasfield & Gorrie - BI




                  The new portal dashboard
                  at Brasfield & Gorrie
                  delivers budgetary
                  information pulled from
                  Excel Services into Office
                  SharePoint Server 2007.
• Employee Count: 14,000
• Industry: Manufacturing
• Country: United States
Energizer - WCM




Energizer used MOSS
2007 to create hundreds
of topical news pages
that aggregate Energizer
research and external
news feeds in one place




             This is a published Quilogy/Microsoft case study. See the details at:
               http://www.microsoft.com/casestudies/casestudy.aspx?casestudyid=4000002186
•   Employee Count: 180,000
•   Deployment Size: 20,000
•   Industry: Financial Services
•   Country: United States
Bank of America – Social Computing




Rolling out MOSS 2007 for all
employees using (WSS) MOSS for
collaboration Collab, document
management, WSS, My Sites
SH&B Client Extranet
Atlantic Health - Operations
Quilogy – Human Resources
Quilogy – Human Resources
Quilogy – Human Resources
Quilogy – Human Resources
Quilogy - Accounting
Quilogy - Accounting
Successful Project Approaches
Why Best Practices?


Do we really want chaos?

Failure: Any SharePoint implementation that does not meet its full potential within a
company

Objectives:
     Define and implement effective techniques
 o
     Provide clarity and direction with confidence
 o
     Best managed SharePoint implementation possible
 o
     Maximized ROI on SharePoint investment (User and Stakeholder adoption)
 o


Phases:
     Defining
 o
     Planning
 o
     Implementation
 o
     Management
 o
Defining


Know who needs to come forth…

   Who should participate?

        CIOs
    o
        Business Managers
    o
        Information Architects
    o
        Information Owners
    o
        Information Users
    o
        Project Managers
    o




Visionaries are an excellent choice!
Defining


Know what you need to know…

   Current view

        Existing systems
    o
        Document processes
    o
        Identify pain points
    o



   Expand the view

        Include the business users
    o
        Users tend to know more about their work than their managers
    o
        Utilize surveys, interviews, etc.
    o
        Identify the types of information and any data relationships
    o
        Private, shared, departmentalized, etc.
    o
Defining
                                                                       Docs/tasks/calendars, blogs,
       Server-based Excel spreadsheet
                                                                    wikis, e-mail integration, project
        and data visualization, report
                                                                         management “lite”, Outlook
       center, BI web parts,
                                                                        integration, offline docs/lists
       KPIs/Dashboards
                               Business
                                                    Collaboration
                              Intelligence

                                                                                     Enterprise portal,
Forms Services                               Platform                                    template, site
Rich and web form                            Services
                       Business                                                    directory, my sites,
                                                                  Portal
based front-ends,                        Workspaces, Mgmt,
                       Processes                                                    social networking,
LOB actions,                              Security, Storage,
                                         Topology, Site Model                          privacy control
pluggable SSO


                               Content                   Search
                             Management
   Integrated document                                                       Enterprise scalability,
   management, records                                                   contextual relevance, rich
   management, and web content                                    people and business data search
   management with policies and workflow
Planning

In the beginning…

   Understand Your Content
        Items identified during the defining phase
    o
        Documents and other media types
    o
        File shares and Third-party repositories
    o



   Know Your Options
        SharePoint provides a broad set of functions for different types of solutions
    o
        Relate options to needs identified during the defining phase
    o
        Plan what you want your sites to do
    o
        List and attack your priorities using a phased approach
    o


   Leverage SharePoint Extensibility
        Are all SharePoint capabilities optimal for company?
    o
        Examine third-party solutions (Nintex, KnowledgeLake, Brightworks)
    o
        Connectors available for other document management, repositories
    o
        May consider custom .NET development
    o
Planning

Be prepared for change and have a plan to manage it…

   Expect Change
        Businesses grow and evolve, thus so do processes
    o
        Prepare for new content, periodic facelifts, and reorganization of the site structure.
    o
        Technology continuously offers new options
    o



Governance is a best practice!
                                                                            People
   Governance
        Information manageability
    o
        Administration, security, policies
    o
        Capacity management
    o
        Monitoring & reporting
    o
        SLAs                                                 Technology                 Process
    o
        Support
    o
        Tools
    o
        Development
    o
Planning

Governance requires a balance in thinking…

   Best practice
        Governance should assist users and not get in their way
    o
        Focus on vision and long range goals
    o
        Keep everything transparent and over communicate
    o
        Invite input, suggestions, and criticism
    o
Planning

Classify your information…

   Information Architecture Plan

        Understand your data types, definitions, users, and views
    o


        Keep focused on the business users and stakeholders
    o
             Document user types, user processes, and personalization
             Plan your data buckets, based upon business needs and processes

        Data is useless if lost
    o
              Define high level taxonomy and metadata terms
              Keep track of concepts, terms, and properties
              Critical to navigation and search planning

        Keys to success
    o
             Proactive process
             Vision based upon specific business goals
             Plan for change!
Planning

Organize your information architecture…

   Taxonomy Plan

        Plan site hierarchy
    o
              Site standardization, site definitions
        Plan and Templatize document libraries and lists
    o
              Metadata, content types, site columns
              Information management policies
                    Auditing, records management, expiration
                •
        Site navigation
    o
        Content deployment
    o
              Content approval, publishing, archival
        Search
    o
              Sources, scope, best bets, faceted, federated
        Processes
    o
              Workspaces, workflows, document management, system integration, deployment
Planning

Taxonomy Best Practices

     In general:
 o
           Keep your focus on the business and not the technology
           Separate site, navigation, data, process, and search taxonomies
     Define site columns at site collection level not per list or library
 o
           Per library means each instance is treated as separate crawled property index
     Do not plan site hierarchy to mimic file structures
 o
           Deep site structure results in data being treated less relevant
           Alternative: create link driven menu
     Be careful in defining metadata
 o
           Large metadata-based lists can dominate search results
     Maximize use of automatic metadata (titles, descriptions)
 o
           Avoid simple titles and irrelevant titles
     Consider your data source
 o
           External sources mean different metadata and results
           Consider splitting the indexes and use federated search
Planning

The need to protect information…

   Security & Isolation:

        Leverage web applications and site collections
    o
             Granular control available at individual sites, lists, and list items
         o
        User groups
    o
             SharePoint groups
         o
                   No nesting
               o
                   Do not add individual users to a site, use SharePoint groups instead
               o
                   Use SharePoint Groups when securing objects
               o
                   Simplifies administration
               o
             Active directory groups
         o
                   Can be added to SharePoint groups
               o
                   Can be nested within other AD groups
               o
                   Avoid deep nested active directory groups, can causes performance issues
               o
        Permissions
    o
             Define at site collection level, override at lower levels as needed
         o
             Leverage custom permissions for more granular control
         o
Planning


Other considerations…

   Content Types
        Plan for them
    o
        Use them for workflows, templates, auditing, metadata, search
    o
        Promote data consistency
    o



   Customization
        Branding is important at times, configuration vs. customization
    o
        SharePoint Designer or Visual Studio?
    o
        Understand publishing & non-publishing sites (WCM)
    o


   Workflow
        SharePoint out-of-the-box capabilities
    o
        SharePoint Designer
    o
        Visual Studio
    o
        3rd party options
    o
Planning

Capacity Planning

     Document both existing and future data requirements
 o


     Document planned business usage
 o


     Estimate various capacity requirements (disk space, server load, bandwidth)
 o
          Well known guidelines helpful in early planning
          Formulas available for estimation

     Other Dependencies
 o
          Software configuration (IIS, SharePoint)
          Customization
          User load
          Network traffic
          Physical Hardware
          System Architecture
Planning


Some Capacity Planning Best Practices

     Document your capacity planning strategy early and adjust as needed
 o
           Number of users, requests, sites, documents, and data sizes.
           For search: number of content sources, indexes, and index sizes.
           Review and adapt changes as needed (typically a yearly basis)
     Early estimates can be based upon well known guidelines
 o
           1,000 users yield one request per second (RPS)
      o
           Plan for max 20k users per web front end server
      o
           Plan for n+1 web front end servers
      o
           Use separate instance of SQL Server per 5 TB of data
      o
     Keep content database size under 100GB
 o
           If planning to use stsadm keep sizes under 15 GB
     Try to observe SharePoint recommended limits
 o
           Lists typically best under 2k items
           Larger lists possible, but requires planning
Planning

We need to protect our investment…

   Monitor
        Performance
    o
        High availability
    o
        Site usage
    o
        Search Tuning
    o
        Auditing
    o



   Backup & Recovery
        Content database isolation
    o
        Multiple content DBs
    o
        Size limits
    o
        SLA restoration times
    o



   Disaster Recovery
        Cold vs warm storage
    o
        SQL mirroring
    o
Implementation

The need to discover…

   Search Best Practices

        Plan for ease of discovery (success depends upon taxonomy plan)
    o
        Use managed properties
    o
              Administratively managed word associations (author = writer)
              Best bets
              Noise words
        Design search infrastructure for flexibility and scalability
    o
        Keep search database defragmented
    o
        Place search database on separate spindle
    o
        Monitor the search server
    o
              Look for input/output contentions
              Slow crawls
        Monitor search requests
    o
              Search results can give clues to how users are attempting to locate information
Implementation

The need to paint a picture…

   Publishing Portal Best Practices

        Optimize query operations
    o
             Follow guidelines for optimal sizes for lists and libraries
             Make query-driven web parts efficient
             Consider indexes for lists and libraries

        Plan for a separate authoring and publishing environment
    o


        Do not modify the publishing site directly
    o
             Content job will overwrite

        Leverage caching
    o
             Disk-based caching, ASP.NET output caching, SharePoint object caching

        Layout pages are for structure, not functionality
    o
Implementation

Tune and optimize…

   Operational Best Practices
        64 bit rules!
    o
        At least 2GB RAM per processor for web, 4GB RAM per processor for SQL Server
    o
        Use gigabit network interface cards for traffic between web and database servers
    o
        Consider separate NICs to separate user requests and database server traffic
    o

   Windows Server
        Place logs on non-system drive
    o
        Tune Internet Information Server (IIS) as needed
    o
        Avoid web garden setting
    o
        Windows 2003 vs 2008
    o

   SQL Server
        Do not skimp on disk space
    o
        Place content DBs, tempDB, and logs on separate spindles
    o
        RAID 10 best performance, RAID 5 best capacity
    o
        Direct storage vs storage area networks (SAN)
    o
        SQL Server 2005 vs 2008
    o
Management

Protect your investment…

   SharePoint Management                          Monitoring
        Implement site quota templates, alerts         Perfmon.exe
    o                                              o
        Built-in reports                               Microsoft Operations Manager 2005
    o                                              o
        3rd party solutions (Nintex)                   Systems Center Operation Manager
    o                                              o
                                                       2007
   Auditing
                                                  Backup & Recovery
        Plan very carefully
    o
                                                       Manageable backups (<15GB)
        Use event logs for daily business          o
    o
                                                       Central administration (manual)
        Only enable tracing for troubleshooting    o
    o
                                                       Stsadm.exe tool (manual or
                                                   o
                                                       automated)
                                                       Large backups
                                                   o
                                                            SQL Server backup tools
                                                            Third party backup tools
The Future of SharePoint!
The Future of SharePoint!


     “Office-14” wave
•

     Enhanced Business Intelligence
•

     Cloud Computing and SharePoint Online
•
Cloud Computing
“Maybe I'm an idiot, but I have no idea what anyone
    is talking about. What is it? It's complete
               gibberish. It's insane.”


                         Larry Ellison
                         Oracle Corporation
                         September 2008
Software + Services                  More reach
                                                 More choice
                                                 More structure
                             More mobility




                                           Less on-premise
Desktops   Servers &                       infrastructure
           infrastructure   Cheaper desktops
Classic IT solutions              Cloud solutions
Software + Services
Microsoft Online Services
Enterprise class software delivered via subscription
services hosted by Microsoft and sold with partners
Coexistence


               Giving IT the flexibility to maintain on-premise control for
                                                     on-
               some users while enabling online services for others

                                 On premise                                  Online
                                 environment                               environment


Key Features                                        Internet
   Coexistence allows
   for some users to be
   on the local mail
   server and some on
   Exchange Online
   Staged Migration
                                                                 Some users
                                  Some users
                                                                have mailbox
                                 have mailbox
                                                                on Online mail
                                 on local mail
                                                           75       server
                                    server
Unified Administration


        IT administrator can manage all your services from one place




Key Features
   Management
   Co-existence
   Co-
   Migration
   Support
   Service Health
   Configuration

                                                        76
Standard and Dedicated Versions




                                         • Single customer per architecture
• Multiple customers, one architecture
                                         • Businesses greater than 5,000 seats
• Customer needs rapid deployment
                                         • Optimize for 20,000+
• No seat limit
                                         • Customer needs most server features
• Cost efficiency a key focus
Customer Scenario – Mid-Market


Customer Description: International manufacturing company with 3800
employees, 1800 in manufacturing

                        • Currently using Notes 6.5 and was looking for a migration to 2007
Why Microsoft Online    • Large number of manufacturing workers; need solution for communication
Services                • Reduction in IT costs due to downturn in economy
                        • Explored hybrid model of on premise vs. cloud before; did not have seamless answer to
                        issues
                        • Need communication and collaboration tool to communicate with manufacturing staff
                        Exchange Online
Solution                      • 2000 users to full online exchange
                              • 1800 users to OWA
                        SharePoint Online
                              • Maximize collaboration capabilities; move HR document workflow to SharePoint
                              provide on central repository for employee information

                        • Will reduce mail overhead from ~$40+ per user per month to ~$10
Results                 • Brought online workers that never had interaction with corporate
                        • Will send 100,000 less pieces of mail in 12 months
Data Center Commitment


•   Data Center Commitment:
    –   $2.3 billion investment
        building data centers
    –   Currently 13 global data centers that
        use 70 megawatts of power. By the
        end of 2009, there will be 20 data
        centers that use 180 megawatts of
        power
    –   Size of 9-10 football fields; contain
        enough wire to wrap around the earth
        several times
    –   Adding 10K–20K servers a month
•   Process 1 billion Windows Live ID
    authentications per day
•   Energy efficiency and sustainability
Highly Secured Datacenters


                Business Class Reliability and Security
                Delivering highly secure, private, and reliable computing
                experiences based on sound business practices
                                      Filtering Routers
Key Features
                                      Firewalls
 • Geo-redundant datacenters
                                      Intrusion Detection System
 • N+1 architecture                   System Level Security
 • 9 layers data security             Application Authentication
 • CyberTrust certified               Application Level Counter-measures
                                                        Counter-
 • Secure access via SSL              Virus Scanning
 • ITIL/MOF operational practices     Separate Data Networks
                                      Authentication to Data
 • 24x7x365 support
 • Backed by 99.9% uptime SLA
5 Tools and Resources
Keep your Key Initiatives moving forward in the New Economy


      Leverage your SDPS benefits for a SharePoint Jumpstart
 1.

      Chicago’s Microsoft Technology Center (MTC)
 2.

      The tremendous Microsoft Finance option
 3.

      LinkedIn Group
 4.

      Midwest SharePoint Conference
 5.
JumpStart Your Business

           QUILOGY SHAREPOINT JUMPSTART (QSJ)
Features:
   Production-ready SharePoint portal complete with content
   Leverages Quilogy’s rapid deployment patterns and practices

Four Editions to match needs:

       BRONZE                SILVER                GOLD               PLATINUM

    • 3 days of          • Plan and            • Plan and           • Plan and
      high level           implement 1           implement 2          implement 3
      discovery &          department            department           department
      deployment           site                  sites                sites
      plan


        If your organization has an Enterprise Agreement with Microsoft, you may qualify
    for QSJ Bronze or Silver free by using SharePoint Deployment Planning Services money.
SharePoint JumpStart
 and SDPS Benefits
The Microsoft Technology Center (MTC) - Chicago
The Microsoft Technology Center (MTC) - Chicago
MTC - Chicago
Strategy Briefing
This one-day briefing starts by examining your current IT environment and business
objectives and then moves into the Envisioning Center, where you will see Microsoft
solutions in action, through powerful demos and scenarios customized to meet your needs.
The day includes mutual discovery, tailored product and technology drill-downs, and expert
presentations. It culminates with the delivery of a clear and actionable picture of how
Microsoft and partner technologies can help you reach your business goals.

Architecture Design Session
This custom session drills into your business objectives and aligns them with specific
applications of Microsoft .NET connection software to help you not only meet your goals, but
also capitalize on them. We will provide architectural guidance, consultation on preferred
practices, and risk analysis to chief technology officers, architects, and senior members of
your development team.

Proof-of-Concept Workshop
In this multiweek, in-depth workshop, our architects work closely with key members of your
technical staff to transfer knowledge and prove out custom solutions. This workshop may
also include detailed demos and training sessions. Your development team will have a
private, secure, and fully loaded development suite that is preconfigured prior to their arrival.
Microsoft Financing
  A creative way to keep your initiatives
   moving forward in the New Economy

CFO: Maximize ROI, conserve capital and credit lines

CIO: Meet IT needs within budget, and plan for long-term investments
Available Microsoft Finance Programs

  MS Financing
                                      Description                            License Type                                      Terms and Conditions
                                                                                                 Product Availability
   Programs


                                                                                                                               Structured Payments from 24-60
                                                                           EA, Select, Open
                                                                                                                               months,
                                                                                               All Products except OEM
                    For businesses of all sizes that want to finance the   Microsoft                                           Monthly
                    entire cost of their technology solution, including    Dynamics,                                           Quarterly
                    any combination of software, services, partner
1. Total Solution                                                          Microsoft Services,                                 Semi-Annual
                    products and hardware - and manage the costs as                                                            Ramped and Deferred
Financing                                                                  Hardware
                    one investment.
                                                                           Third-party
                                                                           software
                                                                           Partner Services


                                                                                                                               Structured Payments from 24-60
                                                                                                                               months,
                    For businesses that want to purchase Microsoft                              All Products except OEM
                                                                           EA, Open, Select,                                   Monthly
                    licenses alone, rather than an entire technology
2. Software                                                                Microsoft                                           Quarterly
                    solution involving services, etc.
License Financing                                                                                                              Semi-Annual
                                                                           Dynamics, Third-
                                                                                                                               Ramped and Deferred
                                                                           party software


Volume Licensing Payment Program Administered by Microsoft Financing
                                                                                                                               Structured Payments aligned to
                                                                                                                               EA enrollment period
                     Enables Microsoft to proactively offer flexible                            All EA Products and services
                                                                           EA Direct,                                          Monthly
Extended Payment     payment terms to a Direct EA Commercial                                    on a Customer Price Sheet
                                                                           excluding                                           Quarterly
Terms                customer that go beyond the standard upfront or                            (CPS)
                                                                                                                               Ramped
                                                                           Subscription
                     annual payments.                                                                                          Skipped.
LinkedIn Group: Microsoft SharePoint Users: Strategies & Best Practices


 • Link to users who register for Quilogy SharePoint global webinars & seminars
 • True user group: no promotions or solicitations allowed from anyone
 • Share ideas, knowledge, comments and ask questions of your peers
 • To join, look for an email from Kelly Cebold in your email inbox for the link
Thank you!

Use all of the resources available to you to keep your
   key competitive initiatives moving forward in the
                     New Economy!

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SharePoint Jumpstart

  • 1. Jumpstarting SharePoint in the New Economy Downers Grove, IL 02.12.2009
  • 2. Jumpstarting SharePoint in the New Economy This Morning’s Agenda Introductions and Expectations 1. Why SharePoint Now? 2. SharePoint Best Practices 3. Successful Business Implementations A. Successful Project Approaches B. The Future of SharePoint 4. Usable Resources for the New Economy 5.
  • 4. Leading Nationally Recognized IT Professional Services Firm Quilogy is the #1 Microsoft Systems Integrator in the U.S., based on award winning solutions and client evidence.”
  • 5. What Quilogy Does SHAREPOINT CUSTOM APPLICATION • Portals & Collaboration DEVELOPMENT • Forms & Workflow Automation • Emerging Technologies • Content Management • Processes • Tools • Application Development BUSINESS INTELLIGENCE • Performance Management • Data Warehouses, Marts &, Cubes INTERACTIVE • Data Integration & Reporting • Web Strategy & Design • SQL Server • Digital Marketing • Media & Content • e-Learning CUSTOMER RELATIONSHIP MANAGEMENT TRAINING • Planning • Installation & Configuration • Microsoft • User Adoption & Training • Oracle • Data Migration & Cleansing • Public, Private & Custom Classes • Integration • Volume Discounts
  • 6. Quilogy’s SharePoint Qualifications Extensive collaboration with Microsoft SharePoint product group and field Portals and Collaboration Advisory Council o Beta partner, Early Adopter programs, worldwide TAP partner o Collaborative Health initiative, Connected Productivity Go-To-Market Campaign o Multiple SharePoint portals for Microsoft internal usage o Development of 40 WSS templates for Microsoft site – for worldwide customers o Over 40 Quilogy consultants certified as SharePoint architects/developers Extensive library of SharePoint Custom Web Parts “Onshore” Quilogy Development Center for web part development Specialization in: Web Content Management o Forms Automation and Workflow o Policy and Procedures Management o
  • 7. Over 30 Case Studies Published on the Microsoft Web Site
  • 8. Flexible Engagement Model Projects Expert Sourcing Support/Retainer As Needed Quilogy Manages Augment Client’s Prepaid Support, o o o Project Staff with Microsoft Maintenance and Ideal for Ad Hoc o Resource(s) Enhancements o Incorporate Mentoring Your Team Client Manages Defined Duration o o Project o Defined Project Hours Expire o Client Chooses o Scope, Requirements Resource(s) and Process Strategic Partnerships
  • 10. Upcoming Events to Jumpstart Your Business in 2009 TODAY SharePoint Jumpstart March 4th CRM Jumpstart April 28th Business Intelligence Jumpstart ADDITIONAL EVENTS: June 2nd Web Content Management for the Public Sector June Second Annual SharePoint: A Sure Bet (at Arlington Park Racetrack) Check out WWW.QUILOGY.COM/EVENTS for a full schedule of upcoming seminars & webinars
  • 11. Now, how about you? What will make this morning most valuable for you?
  • 12. Given the New Economy, Why SharePoint Now?
  • 13. More Pressure Than Ever on IT Budgets More Technology Regulatory pressure Change Compliance than ever to reduce costs Competition Security 20% New 80% Keep Cost Maintenance Business Reduction Up & Running IT must be available 24/7 and deliver Customer End-User Connection Productivity increased business value Business Results & New Value
  • 14. Pillars of SharePoint Docs/tasks/calendars, blogs, Server-based Excel spreadsheet wikis, e-mail integration, project and data visualization, report management “lite”, Outlook center, BI web parts, integration, offline docs/lists KPIs/Dashboards Business Collaboration Intelligence Enterprise portal, Forms Services Platform template, site Rich and web form Services Business directory, my sites, Portal based front-ends, Workspaces, Mgmt, Processes social networking, LOB actions, Security, Storage, Topology, Site Model privacy control pluggable SSO Content Search Management Integrated document Enterprise scalability, management, records contextual relevance, rich management, and web content people and business data search management with policies and workflow
  • 16. Microsoft’s Internal SharePoint Use SharePoint Deployment 60K employees 4 data centers 300K sites and subsites 10K sites on extranet 7TB+ in SQL Server Scenarios Research Project management and communications Issue tracking and virtual meetings Best practice sharing Role-based training Field communications ....
  • 17.
  • 18. Hawaiian Airlines • Employee Count: 3,500 • Deployment Size: 3,500 • Industry: Transportation • Country: United States • Website responsible for majority of Hawaiian Airline’s ticket sales revenue • Streamlined website administration process, improving productivity of IT • Empowered business users to update website content quickly, allowing Hawaiian Airlines to respond to constantly changing market conditions
  • 19. • Employee Count: 96,700 • Deployment Size: 24,000 • Industry: Retail
  • 20. Starbucks.com/search • Starbucks deployed store portal across more than 6,000 stores with more than 175,000 visits per week – Results: Improved productivity, data security, and aligning store priorities with company objectives • Starbucks upgraded search on www.starbucks.com – Results: Search all text, beverage nutrition, music catalog, store catalog, and press releases
  • 21. Employee Count: 24,000 Deployment Size: 6,000 Industry: Media & Entertainment Competitor: Plumtree Country: United States
  • 22. Viacom – Collaboration Sites Collaboration among • individuals sharing a common purpose From Consumer Products – tracking property launches to an Executive Dashboard for senior management Cross Brand Synergy – Culture of sharing and – learning Flexibility of site features • enable delivery of solutions tailored to the customer Implementation ranges – from out of the box to customized Ability to automate manual • business processes through online forms and workflows
  • 23. Viacom – Portals Viacom’s Portals show audience • targeting based on benefits grouping. A finance portal commissioned by • the Controller to reduce paperwork and provide a single destination for the finance organization to obtain the latest policies, compliance best practices and communications from management. On the homepage, their team utilized the blog feature and feedback survey. The internal portal is also used to communicate policies, best practices, and access training modules
  • 24.
  • 25. Viacom – External Site • Management of content and repeatable deployment process • Facilitates communication and interaction with Viacom partners and consumers • Provides business units with an internet presence they can manage themselves – Leverages MOSS publishing features to handle content administration, approval and deployment without IT support
  • 26. Employee Count: 50,000 • Deployment Size: 410,000 • Industry: Education • Country: United States
  • 27. Miami-Dade Metrics Description Count Web Applications 8 Site Collections 48 Sites 600,000+ Class sites 190,000 Departmental 1,200 School Sites 416 Employee 62,307 Students 345,000 Content Databases Student 13 Employee 1 Department 4 School 1 Class 14
  • 28. Miami-Dade Portals Student Portal… Students can view their schedule/grades E-Textbooks Store documents Teacher/Student Collaboration site School announcements and events Create your own “My-site” Coming soon Many more resources Parent Portal… Student Schedule Student Assignments & Grades Attendance E-Textbooks School Bus Information Free and Reduced Meal Application process Ask A Question and many more resources
  • 29. Miami-Dade Portals Teacher Portal… Test Scores Absences Homeroom Section Birthdates Employee Portal… HR Information Daily news/updates
  • 30. Employee Count: 28,000 • Deployment Size: 28,000 • Industry: Manufacturing • Country: United States
  • 31. General Mills SharePoint Metrics Description Count Site Collections 28 Webs Sites 703 5,567/ 907,382 Lists items Team Sites 437 1,579/ Document Libraries 1,328,763 items Image Libraries 183 Publishing Sites 20 Blog Sites 62 Meeting Sites 24 Wiki Sites 10 Discussion Threads 480 Workflows Processes 79
  • 32. General Mills SharePoint Environment • Centralized farm serving 37 countries • Extranet deployed • 4 Web front ends • 2 App servers – Project, Excel Calc Services, Search • 2 DB Severs – EMC SAN 10 TB • 1 Index server
  • 33. Employee Count: 17,000 • Deployment Size: 17,000 • Industry: Manufacturing • Country: United States
  • 35. Employee Count: 3000 • Deployment Size: 1000 • Industry: Construction • Country: United States
  • 36. Brasfield & Gorrie - BI The new portal dashboard at Brasfield & Gorrie delivers budgetary information pulled from Excel Services into Office SharePoint Server 2007.
  • 37. • Employee Count: 14,000 • Industry: Manufacturing • Country: United States
  • 38. Energizer - WCM Energizer used MOSS 2007 to create hundreds of topical news pages that aggregate Energizer research and external news feeds in one place This is a published Quilogy/Microsoft case study. See the details at: http://www.microsoft.com/casestudies/casestudy.aspx?casestudyid=4000002186
  • 39. Employee Count: 180,000 • Deployment Size: 20,000 • Industry: Financial Services • Country: United States
  • 40. Bank of America – Social Computing Rolling out MOSS 2007 for all employees using (WSS) MOSS for collaboration Collab, document management, WSS, My Sites
  • 42. Atlantic Health - Operations
  • 43. Quilogy – Human Resources
  • 44. Quilogy – Human Resources
  • 45. Quilogy – Human Resources
  • 46. Quilogy – Human Resources
  • 50. Why Best Practices? Do we really want chaos? Failure: Any SharePoint implementation that does not meet its full potential within a company Objectives: Define and implement effective techniques o Provide clarity and direction with confidence o Best managed SharePoint implementation possible o Maximized ROI on SharePoint investment (User and Stakeholder adoption) o Phases: Defining o Planning o Implementation o Management o
  • 51. Defining Know who needs to come forth… Who should participate? CIOs o Business Managers o Information Architects o Information Owners o Information Users o Project Managers o Visionaries are an excellent choice!
  • 52. Defining Know what you need to know… Current view Existing systems o Document processes o Identify pain points o Expand the view Include the business users o Users tend to know more about their work than their managers o Utilize surveys, interviews, etc. o Identify the types of information and any data relationships o Private, shared, departmentalized, etc. o
  • 53. Defining Docs/tasks/calendars, blogs, Server-based Excel spreadsheet wikis, e-mail integration, project and data visualization, report management “lite”, Outlook center, BI web parts, integration, offline docs/lists KPIs/Dashboards Business Collaboration Intelligence Enterprise portal, Forms Services Platform template, site Rich and web form Services Business directory, my sites, Portal based front-ends, Workspaces, Mgmt, Processes social networking, LOB actions, Security, Storage, Topology, Site Model privacy control pluggable SSO Content Search Management Integrated document Enterprise scalability, management, records contextual relevance, rich management, and web content people and business data search management with policies and workflow
  • 54. Planning In the beginning… Understand Your Content Items identified during the defining phase o Documents and other media types o File shares and Third-party repositories o Know Your Options SharePoint provides a broad set of functions for different types of solutions o Relate options to needs identified during the defining phase o Plan what you want your sites to do o List and attack your priorities using a phased approach o Leverage SharePoint Extensibility Are all SharePoint capabilities optimal for company? o Examine third-party solutions (Nintex, KnowledgeLake, Brightworks) o Connectors available for other document management, repositories o May consider custom .NET development o
  • 55. Planning Be prepared for change and have a plan to manage it… Expect Change Businesses grow and evolve, thus so do processes o Prepare for new content, periodic facelifts, and reorganization of the site structure. o Technology continuously offers new options o Governance is a best practice! People Governance Information manageability o Administration, security, policies o Capacity management o Monitoring & reporting o SLAs Technology Process o Support o Tools o Development o
  • 56. Planning Governance requires a balance in thinking… Best practice Governance should assist users and not get in their way o Focus on vision and long range goals o Keep everything transparent and over communicate o Invite input, suggestions, and criticism o
  • 57. Planning Classify your information… Information Architecture Plan Understand your data types, definitions, users, and views o Keep focused on the business users and stakeholders o Document user types, user processes, and personalization Plan your data buckets, based upon business needs and processes Data is useless if lost o Define high level taxonomy and metadata terms Keep track of concepts, terms, and properties Critical to navigation and search planning Keys to success o Proactive process Vision based upon specific business goals Plan for change!
  • 58. Planning Organize your information architecture… Taxonomy Plan Plan site hierarchy o Site standardization, site definitions Plan and Templatize document libraries and lists o Metadata, content types, site columns Information management policies Auditing, records management, expiration • Site navigation o Content deployment o Content approval, publishing, archival Search o Sources, scope, best bets, faceted, federated Processes o Workspaces, workflows, document management, system integration, deployment
  • 59. Planning Taxonomy Best Practices In general: o Keep your focus on the business and not the technology Separate site, navigation, data, process, and search taxonomies Define site columns at site collection level not per list or library o Per library means each instance is treated as separate crawled property index Do not plan site hierarchy to mimic file structures o Deep site structure results in data being treated less relevant Alternative: create link driven menu Be careful in defining metadata o Large metadata-based lists can dominate search results Maximize use of automatic metadata (titles, descriptions) o Avoid simple titles and irrelevant titles Consider your data source o External sources mean different metadata and results Consider splitting the indexes and use federated search
  • 60. Planning The need to protect information… Security & Isolation: Leverage web applications and site collections o Granular control available at individual sites, lists, and list items o User groups o SharePoint groups o No nesting o Do not add individual users to a site, use SharePoint groups instead o Use SharePoint Groups when securing objects o Simplifies administration o Active directory groups o Can be added to SharePoint groups o Can be nested within other AD groups o Avoid deep nested active directory groups, can causes performance issues o Permissions o Define at site collection level, override at lower levels as needed o Leverage custom permissions for more granular control o
  • 61. Planning Other considerations… Content Types Plan for them o Use them for workflows, templates, auditing, metadata, search o Promote data consistency o Customization Branding is important at times, configuration vs. customization o SharePoint Designer or Visual Studio? o Understand publishing & non-publishing sites (WCM) o Workflow SharePoint out-of-the-box capabilities o SharePoint Designer o Visual Studio o 3rd party options o
  • 62. Planning Capacity Planning Document both existing and future data requirements o Document planned business usage o Estimate various capacity requirements (disk space, server load, bandwidth) o Well known guidelines helpful in early planning Formulas available for estimation Other Dependencies o Software configuration (IIS, SharePoint) Customization User load Network traffic Physical Hardware System Architecture
  • 63. Planning Some Capacity Planning Best Practices Document your capacity planning strategy early and adjust as needed o Number of users, requests, sites, documents, and data sizes. For search: number of content sources, indexes, and index sizes. Review and adapt changes as needed (typically a yearly basis) Early estimates can be based upon well known guidelines o 1,000 users yield one request per second (RPS) o Plan for max 20k users per web front end server o Plan for n+1 web front end servers o Use separate instance of SQL Server per 5 TB of data o Keep content database size under 100GB o If planning to use stsadm keep sizes under 15 GB Try to observe SharePoint recommended limits o Lists typically best under 2k items Larger lists possible, but requires planning
  • 64. Planning We need to protect our investment… Monitor Performance o High availability o Site usage o Search Tuning o Auditing o Backup & Recovery Content database isolation o Multiple content DBs o Size limits o SLA restoration times o Disaster Recovery Cold vs warm storage o SQL mirroring o
  • 65. Implementation The need to discover… Search Best Practices Plan for ease of discovery (success depends upon taxonomy plan) o Use managed properties o Administratively managed word associations (author = writer) Best bets Noise words Design search infrastructure for flexibility and scalability o Keep search database defragmented o Place search database on separate spindle o Monitor the search server o Look for input/output contentions Slow crawls Monitor search requests o Search results can give clues to how users are attempting to locate information
  • 66. Implementation The need to paint a picture… Publishing Portal Best Practices Optimize query operations o Follow guidelines for optimal sizes for lists and libraries Make query-driven web parts efficient Consider indexes for lists and libraries Plan for a separate authoring and publishing environment o Do not modify the publishing site directly o Content job will overwrite Leverage caching o Disk-based caching, ASP.NET output caching, SharePoint object caching Layout pages are for structure, not functionality o
  • 67. Implementation Tune and optimize… Operational Best Practices 64 bit rules! o At least 2GB RAM per processor for web, 4GB RAM per processor for SQL Server o Use gigabit network interface cards for traffic between web and database servers o Consider separate NICs to separate user requests and database server traffic o Windows Server Place logs on non-system drive o Tune Internet Information Server (IIS) as needed o Avoid web garden setting o Windows 2003 vs 2008 o SQL Server Do not skimp on disk space o Place content DBs, tempDB, and logs on separate spindles o RAID 10 best performance, RAID 5 best capacity o Direct storage vs storage area networks (SAN) o SQL Server 2005 vs 2008 o
  • 68. Management Protect your investment… SharePoint Management Monitoring Implement site quota templates, alerts Perfmon.exe o o Built-in reports Microsoft Operations Manager 2005 o o 3rd party solutions (Nintex) Systems Center Operation Manager o o 2007 Auditing Backup & Recovery Plan very carefully o Manageable backups (<15GB) Use event logs for daily business o o Central administration (manual) Only enable tracing for troubleshooting o o Stsadm.exe tool (manual or o automated) Large backups o SQL Server backup tools Third party backup tools
  • 69. The Future of SharePoint!
  • 70. The Future of SharePoint! “Office-14” wave • Enhanced Business Intelligence • Cloud Computing and SharePoint Online •
  • 71. Cloud Computing “Maybe I'm an idiot, but I have no idea what anyone is talking about. What is it? It's complete gibberish. It's insane.” Larry Ellison Oracle Corporation September 2008
  • 72. Software + Services More reach More choice More structure More mobility Less on-premise Desktops Servers & infrastructure infrastructure Cheaper desktops Classic IT solutions Cloud solutions
  • 74. Microsoft Online Services Enterprise class software delivered via subscription services hosted by Microsoft and sold with partners
  • 75. Coexistence Giving IT the flexibility to maintain on-premise control for on- some users while enabling online services for others On premise Online environment environment Key Features Internet Coexistence allows for some users to be on the local mail server and some on Exchange Online Staged Migration Some users Some users have mailbox have mailbox on Online mail on local mail 75 server server
  • 76. Unified Administration IT administrator can manage all your services from one place Key Features Management Co-existence Co- Migration Support Service Health Configuration 76
  • 77. Standard and Dedicated Versions • Single customer per architecture • Multiple customers, one architecture • Businesses greater than 5,000 seats • Customer needs rapid deployment • Optimize for 20,000+ • No seat limit • Customer needs most server features • Cost efficiency a key focus
  • 78. Customer Scenario – Mid-Market Customer Description: International manufacturing company with 3800 employees, 1800 in manufacturing • Currently using Notes 6.5 and was looking for a migration to 2007 Why Microsoft Online • Large number of manufacturing workers; need solution for communication Services • Reduction in IT costs due to downturn in economy • Explored hybrid model of on premise vs. cloud before; did not have seamless answer to issues • Need communication and collaboration tool to communicate with manufacturing staff Exchange Online Solution • 2000 users to full online exchange • 1800 users to OWA SharePoint Online • Maximize collaboration capabilities; move HR document workflow to SharePoint provide on central repository for employee information • Will reduce mail overhead from ~$40+ per user per month to ~$10 Results • Brought online workers that never had interaction with corporate • Will send 100,000 less pieces of mail in 12 months
  • 79. Data Center Commitment • Data Center Commitment: – $2.3 billion investment building data centers – Currently 13 global data centers that use 70 megawatts of power. By the end of 2009, there will be 20 data centers that use 180 megawatts of power – Size of 9-10 football fields; contain enough wire to wrap around the earth several times – Adding 10K–20K servers a month • Process 1 billion Windows Live ID authentications per day • Energy efficiency and sustainability
  • 80. Highly Secured Datacenters Business Class Reliability and Security Delivering highly secure, private, and reliable computing experiences based on sound business practices Filtering Routers Key Features Firewalls • Geo-redundant datacenters Intrusion Detection System • N+1 architecture System Level Security • 9 layers data security Application Authentication • CyberTrust certified Application Level Counter-measures Counter- • Secure access via SSL Virus Scanning • ITIL/MOF operational practices Separate Data Networks Authentication to Data • 24x7x365 support • Backed by 99.9% uptime SLA
  • 81. 5 Tools and Resources Keep your Key Initiatives moving forward in the New Economy Leverage your SDPS benefits for a SharePoint Jumpstart 1. Chicago’s Microsoft Technology Center (MTC) 2. The tremendous Microsoft Finance option 3. LinkedIn Group 4. Midwest SharePoint Conference 5.
  • 82. JumpStart Your Business QUILOGY SHAREPOINT JUMPSTART (QSJ) Features: Production-ready SharePoint portal complete with content Leverages Quilogy’s rapid deployment patterns and practices Four Editions to match needs: BRONZE SILVER GOLD PLATINUM • 3 days of • Plan and • Plan and • Plan and high level implement 1 implement 2 implement 3 discovery & department department department deployment site sites sites plan If your organization has an Enterprise Agreement with Microsoft, you may qualify for QSJ Bronze or Silver free by using SharePoint Deployment Planning Services money.
  • 83. SharePoint JumpStart and SDPS Benefits
  • 84. The Microsoft Technology Center (MTC) - Chicago
  • 85. The Microsoft Technology Center (MTC) - Chicago
  • 86. MTC - Chicago Strategy Briefing This one-day briefing starts by examining your current IT environment and business objectives and then moves into the Envisioning Center, where you will see Microsoft solutions in action, through powerful demos and scenarios customized to meet your needs. The day includes mutual discovery, tailored product and technology drill-downs, and expert presentations. It culminates with the delivery of a clear and actionable picture of how Microsoft and partner technologies can help you reach your business goals. Architecture Design Session This custom session drills into your business objectives and aligns them with specific applications of Microsoft .NET connection software to help you not only meet your goals, but also capitalize on them. We will provide architectural guidance, consultation on preferred practices, and risk analysis to chief technology officers, architects, and senior members of your development team. Proof-of-Concept Workshop In this multiweek, in-depth workshop, our architects work closely with key members of your technical staff to transfer knowledge and prove out custom solutions. This workshop may also include detailed demos and training sessions. Your development team will have a private, secure, and fully loaded development suite that is preconfigured prior to their arrival.
  • 87. Microsoft Financing A creative way to keep your initiatives moving forward in the New Economy CFO: Maximize ROI, conserve capital and credit lines CIO: Meet IT needs within budget, and plan for long-term investments
  • 88. Available Microsoft Finance Programs MS Financing Description License Type Terms and Conditions Product Availability Programs Structured Payments from 24-60 EA, Select, Open months, All Products except OEM For businesses of all sizes that want to finance the Microsoft Monthly entire cost of their technology solution, including Dynamics, Quarterly any combination of software, services, partner 1. Total Solution Microsoft Services, Semi-Annual products and hardware - and manage the costs as Ramped and Deferred Financing Hardware one investment. Third-party software Partner Services Structured Payments from 24-60 months, For businesses that want to purchase Microsoft All Products except OEM EA, Open, Select, Monthly licenses alone, rather than an entire technology 2. Software Microsoft Quarterly solution involving services, etc. License Financing Semi-Annual Dynamics, Third- Ramped and Deferred party software Volume Licensing Payment Program Administered by Microsoft Financing Structured Payments aligned to EA enrollment period Enables Microsoft to proactively offer flexible All EA Products and services EA Direct, Monthly Extended Payment payment terms to a Direct EA Commercial on a Customer Price Sheet excluding Quarterly Terms customer that go beyond the standard upfront or (CPS) Ramped Subscription annual payments. Skipped.
  • 89. LinkedIn Group: Microsoft SharePoint Users: Strategies & Best Practices • Link to users who register for Quilogy SharePoint global webinars & seminars • True user group: no promotions or solicitations allowed from anyone • Share ideas, knowledge, comments and ask questions of your peers • To join, look for an email from Kelly Cebold in your email inbox for the link
  • 90.
  • 91. Thank you! Use all of the resources available to you to keep your key competitive initiatives moving forward in the New Economy!