1. There are several business benefits in this deck:
Unified Communications and Collaboration Campaign MM TI-BDM Deck User Guidance
Purpose of this deck:
Show how Microsoft® Unified Communications and Collaboration technologies are designed to solve business challenges.
The intended audience is a customer concerned about strategic IT investments and charged with solving business problems with technology:
Influential Technology Decision Maker (ITDM)—”How do I implement technology to help users improve relationships with customers, partners, and suppliers?”
Senior IT (director level)—”How can I simplify the cost and complexity of the existing, siloed communications and collaboration infrastructure?”
There are several business benefits in this deck:
Unify business communications.
Empower teams through workspaces.
Connect people, processes, and information.
Enable work from various locations.
[Note: Be sure to establish the business benefits story first, then link those benefits to the scenarios.]
Customer evidence:
Within each of the situations, there are multiple, customer evidence slides.
Select the examples most relevant for your customer and delete the others.

2. Unified Communications and Collaboration
Objective:
Introduce the presentation and the presenter(s).
Talking points:
The modern workplace has changed dramatically. Today’s information-based economy, with its fast rate of change, is creating worldwide trends that place new demands on people and the infrastructure needed to support them. A slew of new technology categories are becoming mainstream and are now high on company agendas—both from business and IT perspectives.
One of these key categories is unified communications and collaboration. Unified communications and collaboration solutions provide tools to simplify the way people work together by making it easier to manage their communications and collaboration tools, including , voice mail, instant messaging, Web conferencing, collaborative workspaces, and portals.
Unified communications and collaboration solutions provide resources that help enable people, both inside and outside of an organization, to work together without technology hurdles.
Transition:
Let’s move on to today’s agenda.
Pervasive capabilities to help people work together effectively
November 17, 2006

3. Communications and collaboration trends
Agenda
Communications and collaboration trends
Business challenges and Microsoft Unified Communications and Collaboration solutions
Why Microsoft?
Getting started
Objective:
Introduce the agenda.
Talking points:
The challenge with communications and collaboration technologies today is that the Microsoft Office suite is seen as a commodity. It is no longer considered critical to helping ensure key business outcomes. Most customers, in both IT and business, don’t know, don’t care, or are confused about key innovations. They believe that the version they have is “good enough” to meet their business needs:
Today, I want to show you how unified communications and collaboration solutions help enable employees to operate more nimbly and productively, and respond more quickly to customers by providing access to the critical information necessary to make sound business decisions.
First, let’s take a look at the IT challenges of midsize businesses like yours.
We will then see how communications and collaboration technologies produce positive results and financial value.
We will then discuss why our customers are choosing Microsoft to unify their communications and collaboration platforms and applications.
Finally, you will learn how you can get started implementing communications and collaboration solutions for your business.
Transition:
Let’s start by looking at the challenges midsize businesses face.

4. Midsize business challenges
Customer demands
Competition
Business insight
Positive results
Productivity
Objective:
Emphasize challenges that midsize businesses face and how they affect business success.
Talking points:
Midsize companies often feel squeezed between smaller competitors that might offer more high-touch service and larger competitors that may give deep discounts because of their economies of scale.
Midsize companies feel increasing pressure from:
High customer expectations and low customer loyalty.
Competition, such as:
New entrants into their markets.
Larger competitors acquiring others to dominate the market.
Outsourcers grabbing market share.
The need for better business insight.
The need to create more efficient business processes and increase productivity among employees.
Difficulties keeping up with changing technology and costs associated with upgrading to new systems.
Even midsize businesses that run well and are perceived to be successful continuously look for ways to seize and keep a competitive advantage.
Transition:
What is the key ingredient?
Technological changes

5. People at all levels drive business success
Objective:
Emphasize how business results depend on people at all levels of an organization.
Talking points:
Businesses neither garner insights nor make decisions. They do not close deals, develop new products, or increase efficiency—people do.
Companies excel when they empower their people. Prioritizing, organizing, motivating, and leading underpin the success of your business. But you also must give your people the right tools, information, and opportunities. Companies that do that sit poised for success. We call them people-ready businesses.
Software’s role in a people-ready business is to harness information, helping enable people to turn data into insight, transform ideas into action, and turn change into opportunity.
Transition:
How do Unified Communications and Collaboration make your business a people-ready business?
Amplify their effectiveness for greater success

6. Challenges of unifying communications and collaboration
How can I enable my team to communicate more effectively across organizational boundaries? 1.
Challenge
How can I empower teams to work more effectively together? 2.
Challenge
How can I provide employees full insight and data at the right time? 3.
Objective:
Develop solutions for unifying communications and collaboration.
Talking points:
Connectivity solutions bring together people, processes, and technologies.
Unified Communications and Collaboration should be a set of pervasive, contextual capabilities that allow users to access information from where they are located, within traditional productivity and line-of-business applications, from desktops, laptops, and mobile devices, or from inside or outside the firewall.
This fall, the 2007 Microsoft Office system will launch, bringing the vision of unified communications solutions to life and providing new innovations that advance communications and collaboration.
Microsoft’s solutions will help:
Unify business communications.
Empower teams through workspaces.
Connect people, processes, and information.
Enable mobile workforces.
Transition:
Let’s look specifically at how Unified Communications and Collaboration solutions accomplish these four business benefits.
Challenge
How do I securely enable employees to work productively from their locations? 4.

7. Challenge How can I enable my team to communicate more effectively across organizational boundaries?
“I’m responsible for the day-to-day operations of all IT employees—and the overall health, uptime, security, and strategic growth of the company’s network technology.”
Objective:
Discuss customer pains and unified communications.
Talking points:
In an increasingly overloaded information environment, information workers need instant access to accurate information in order to make informed, competitive decisions. Whether accessing data on an intranet, or receiving information from co-workers across , IM, voice, data, video, and/or Web conferencing, communications must be unified to give all players a single version of the truth.
Meanwhile, the platform to support a flexible, reliable, and security-enhanced infrastructure for VoIP communications needs to be both economical and manageable from an IT perspective.
Consider Duncan, an IT Systems Manager for a 500-employee engineering company.
The overall health, uptime, security, and strategic growth of the company’s network technology is critical as he provides a unified communications and collaboration infrastructure for 500 employees, while ensuring the protection of business-critical data and intellectual property.
Transition:
And today is no different.
Duncan, an IT Systems Manager for a 500-employee engineering company

8. Challenge How can I enable my team to communicate more effectively across organizational boundaries?
Simplify individual and team collaboration
Deliver rich, effective, and intuitive communications
Objective:
Present an ideal unified communications scenario.
Talking points:
Duncan is tasked with enabling employees across disparate—and often mobile—locations with a secure communications infrastructure.
He faces three challenges:
Simplifying individual and team collaboration.
Delivering rich, effective, and intuitive communications.
Providing a flexible, reliable, and security-enhanced infrastructure.
Transition:
Take a look at how Unified Communications and Collaboration solutions help Duncan face these challenges.
Duncan, an IT Systems Manager for a 500-employee engineering company
Provide a flexible, reliable, and security-enhanced infrastructure

9. Unified Communications and Collaboration scenario: Unified business communications
7 A.M.
Reviews and help tickets, uses IM to communicate with co-workers.
Office Communications Server 2007 enables in-context presence and IM from within Microsoft Outlook®.
8 A.M.
Logs on to the system; reviews security.
Office Communications Server 2007 unifies IM experience across clients, protects corporate information in transit.
11 A.M.
Reviews projects, delegates jobs to IT staff.
Microsoft Outlook on Exchange Server enables better decisions; makes it easy to share data, task lists, and calendars between team members.
1 P.M.
Sets up and manages meetings with virtual project teams.
Live Meeting enables geographically dispersed teams to brainstorm, collaborate, and edit documents less expensively than travel.
3 P.M.
Reacts to issues as needed and addresses emergencies.
Exchange Server 2007 integrates with broadest range of clients, supports a flexible, reliable, and unified messaging infrastructure.
Objective:
Explain how Microsoft will help employees communicate securely and effectively across organizational boundaries.
Talking points:
7 A.M.—Duncan reviews messages in Microsoft Outlook, looking for any issues from co-workers. Office Communications Server 2007 enables in-context presence from within Outlook, allowing Duncan to communicate with co-workers via Instant Messenger quickly and easily.
8 A.M.—Duncan logs on to the system and reviews security. Because Office Communications Server 2007 is designed to address requirements for heightened security, Duncan can be sure that sensitive information sent between workers and users of public IM service providers won’t get into the wrong hands. With SP1, users employ a single client to communicate with users of MSN Messenger, AOL Instant Messenger, and Yahoo! Messenger clients, and Office Communications Server’s IM URL filter application prevents the propagation of viruses and worms by blocking messages that contain URLs, hyperlinks or attempts to initiate a file transfer.
11 A.M.—Before lunch, Duncan delegates daily work items to the IT staff. Duncan uses Microsoft Outlook on Exchange Server 2007 to review task lists and calendars of team members in order to make delegation decisions that maximize team efficiency. Exchange Server 2007 improves collaboration and productivity by making it easier for Duncan and his team to find and share data and documents
1 P.M.—After lunch, Duncan initiates an ad hoc meeting with a virtual project team using Live Meeting. The meeting, which Duncan initiated from within Microsoft Office, enables the virtual team to brainstorm, edit files, collaborate on white boards, and negotiate deals at a fraction of the cost and hassle of travel.
3 P.M.—Throughout the day, Duncan reacts to issues as needed and makes sure all are wrapped up before the day’s end. Because Exchange Server 2007 integrates with a broad range of clients, Duncan provides unified communications for employees across the organization. Exchange Server also integrates with Microsoft Windows SharePoint Services and other Office applications, as well as third-party systems and devices, delivering a flexible, reliable, and secure messaging infrastructure.
Transition:
Though Duncan is fictitious, this scenario shows how access to Unified Communications and Collaboration tools translate into improved processes and efficiencies for midsize companies worldwide. Now, take a look at the communications and collaboration solutions that helped Duncan’s day go smoothly and successfully.
“If you don’t set aside time for strategic planning, you’ll spend your entire day fixing issues.”
—Duncan, IT Systems Manager

10. Solution: Unified business communications
Exchange Server 2007 delivers unified messaging so users can access , voice mail, contacts, tasks, calendar, and fax—all from familiar clients like Outlook.
Office Communications Server 2007 delivers seamless access to real-time collaboration features.
Integration with Microsoft Office allows Live Meeting users to benefit from unified conferencing while maximizing existing audio conferencing investments.
Simplify individual and team collaboration
Exchange Server 2007 offers employees universal access to all important communications—including voice mail, fax, and .
Integration within Office applications and Exchange Server 2007 allows users to choose the right communication method at the right time.
Deliver rich, effective, and intuitive communications
Objective:
Explain how Microsoft will help employees communicate securely and effectively across organizational boundaries.
Talking points:
Microsoft delivers familiar, easy-to-use programs and tools with new enhancements that enable people to work more efficiently no matter where business takes them. Microsoft Unified Communications and Collaboration solutions help enable people to:
Simplify individual and team collaboration. Enhanced calendaring, resource booking, and meeting scheduling capabilities in Exchange Server 2007 simplify collaboration and increase productivity; Office Communications Server 2007 delivers access to active collaboration features, such as instant messaging, presence awareness, application sharing, and audio/video communications; Live Meeting integration with Microsoft Office allows users to initiate a Live Meeting, even while in Outlook, Office Communicator, and other Office programs with one click.
Deliver rich, effective, and intuitive communications. Exchange Server 2007 provides powerful time and resource management capabilities, including up-to-date free/busy information, automatic calendar updates and room picker functionality for meetings; Integration of presence and IM within Office and with Exchange Server 2007 allow users to understand the availability of their co-workers, partners, and customers, and choose the right communication method at the right time; Microsoft Office Live Meeting 2007 is an integrated and online meeting solution that scales from small collaborative meetings to large events and training, enabling individuals and organizations to work together and share from the comfort of their PCs.
Provide a flexible, reliable, and security-enhanced infrastructure. Microsoft Exchange Server 2007 provides a rich, secure experience, similar to using Outlook, from any Internet-connected computer with a supported browser, including encrypted access to the inbox, powerful search capabilities, and the ability to view different types of attachments. Additionally, new encryption features for both internal and Internet-based messages, as well as enhanced Information Rights Management support, help protect the confidentiality of messages in transit; Microsoft Office Communicator 2007 enables people to find each other and determine the most optimal mode for communication (IM, voice, video); supporting VPN-less access when outside the firewall, as well as fully functional Web and mobile clients.
Transition:
What are the benefits?
Exchange Server 2007 allows employees to have access to their , voice mail, calendars, and contacts from a variety of clients and devices from various locations.
Office Communicator 2007 enables people to determine optimal modes for communication; supporting VPN-less access, as well as fully functional Web and mobile clients.
Provide a flexible, reliable, and security-enhanced infrastructure

11. Benefits
“Relationships between employees are warmer now. Previously, I worked with people from the Far East, but had almost no personal interaction with them. Using the new technology, I’m able to build closer relationships with people all over the world.”
—Yossi Bronstein, Director of Information Technologies, RADVISION
Objective:
Explain the benefits of empowering teams through shared workspaces.
Talking points:
Improve working relationships among team members.
Improve customer relationships.
Transition:
To put these benefits into context, we will now review an existing company that—because of Microsoft’s Unified Communications and Collaboration solutions—responds more quickly to team members and customers.
Improve working relationships among team members
Improve customer relationships

12. Empower teams through workspaces
Communications technology provider enhances collaboration with video conferencing
Situation
Leading video-conferencing technology provider RADVISION employs 400 workers at 11 global branches. The company has relied on instant communication between employees who are spread across huge geographical areas. Previously, the company used public instant messaging, but this fell short of the company’s business needs. There were security concerns over sensitive corporate data and employees felt the system failed to deliver enough interactivity.
Solution
The company deployed security-enhanced IM and video-conferencing solution based on Microsoft Office Live Communications Server 2005 and its own technology.
“This is an extremely low-cost, video-conferencing solution that we can use extensively—without incurring significant extra expenses. This allows us to support effective, low-cost home offices with standard bandwidth connections and PC Web cams.” —Yossi Bronstein, IT Director, RADVISION
Benefits:
Reduces travel and improves business efficiency
Delivers financial savings
Creates a more flexible working environment
Gives employees a greater opportunity to work from home and establish a better work/life balance
Objective:
Present customer evidence for empowering teams through workspaces.
Talking points: (Walk through the Situation, Solution, and Benefits as they appear on the slide.)
Company: RADVISION
Leading video-conferencing technology provider RADVISION employs 400 workers at 11 global branches. The company has relied on instant communication between employees, who are spread across huge geographical areas. Previously, the company used public instant messaging, but this fell short of the company’s business needs. There were security concerns over sensitive corporate data and employees felt the system failed to deliver enough interactivity. The company deployed a highly secure IM and video-conferencing solution based on Microsoft Office Live Communications Server 2005 and its own technology. For the staff, it means less travel and greater business efficiency while delivering financial savings for RADVISION. In addition, the solution creates a more flexible working environment, giving employees a greater opportunity to work from home and establish a better work/life balance.
Region: Israel
Industry: Manufacturing
Microsoft key products:
Microsoft Exchange Server
Microsoft Office Live Communications Server 2005
Microsoft Office Live Meeting
Microsoft Office Outlook 2003
Microsoft Office XP
Microsoft Windows Server® 2003
Microsoft Active Directory
Transition:
Next, we will examine the value of providing the right people with full insight and data at the right time.

13. Challenge How can I empower teams to work more effectively together?
“My goal is to quickly deploy systems into production and make sure that they stay up at all times.”
Tim, the IT Operations Manager for a midsize publishing company with 150 employees
Objective:
Discuss customer pains—empower teams to work more effectively together.
Talking points:
Today, many midsize organizations suffer loss of revenues and effectiveness due to the challenges of connecting to peers, customers, partners, suppliers, and various organizations with different locations or network connectivity.
Businesses need a full set of collaborative workspaces to empower teams and organizations to more effectively work together. End users must be able to create their own workspaces dynamically to meet the diverse demands of business.
How do companies combine desktop and Web-based workspace authoring tools to make it easy for teams to work together dynamically and share assets across teams, departments, and organizations?
Consider Tim, the IT Operations Manager for a midsize publishing company with 150 employees.
He’s constantly looking for ways to enable employees within the company to work more effectively together. It is imperative that teams can access the information they need when they need it, and that systems are capable of handling the workload.
Transition:
And today is no different.

14. Challenge How can I empower teams to work more effectively together?
Create shared workspaces to manage projects and complete tasks
Offer deep interoperability with intuitive, Web-based tools
Tim, the IT Operations Manager for a midsize publishing company with 150 employees
Objective:
Present an ideal scenario for empowering teams to work together more effectively.
Talking points:
Tim has been tasked with developing a system that:
Enables users to create workspaces to mange projects, share information, and quickly complete tasks.
Offers deep interoperability with intuitive, Web-based tools.
Combines with existing processes.
Transition:
Take a look at how Unified Communications and Collaboration technologies help Tim address these challenges.
Ensure the integrity of content in shared documents

15. Unified Communications and Collaboration scenario: Empower teams through workspaces
Responds to CEO’s request to make data securely available when on vacation.
Windows® SharePoint® Portals are easy to set up and enable business-critical information to be accessed and managed remotely.
8 A.M.
Responds to from employees, makes important data available to his team.
Interoperability between Microsoft Office Outlook 2007 and SharePoint allows teams to communicate and make valuable data available through shared workspaces.
9 A.M.
Collaborates with team on system solutions and user technology needs.
Enhanced features in Windows SharePoint Services provide a single place to organize project files and ensure the integrity and
manageability of
shared documents.
1 P.M.
Deals with network issues; communicates with co-workers in different departments.
SharePoint Server 2007 makes designing and managing intranet portals easy and provides access to knowledge across the organization.
3 P.M.
Helps sales manager find the tools she needs to access information.
Tight integration with familiar applications, , and Web browsers in SharePoint Server 2007 simplifies how people interact with content, processes, and business data.
Objective:
Explain how Microsoft helps empower teams through shared workspaces.
Talking points:
7 A.M.—Tim responds to the CEO’s request to make data securely available to him while he’s working from a remote vacation site. To do this, Tim sets up an interactive SharePoint Portal that will give the CEO a centralized location to access live, business-critical information while he’s away, and simplify control and sharing of reports, spreadsheets, KPIs, and dashboards.
8 A.M.—Tim responds to from employees and listservs. Tim uses Microsoft Office Outlook 2007 to manage requests and posts data on the IT SharePoint to share among team members. When a co-worker sends to Tim regarding a file that was edited in a shared workspace the week before, Tim takes advantage of SharePoint/Outlook interoperability to quickly access the document from within Outlook since it was archived in a SharePoint discussion board.
9 A.M.—Today, Tim works with his team on system solutions. Shared workspaces enabled by Windows SharePoint Services give Tim’s team a single place to organize meeting documents and participate in team discussions. Enhanced features, such as required document checkout for editing, the capability to view which users made revisions to documents, and the ability to set document-specific security permissions and help ensure the integrity of documents managed from team workspaces.
1 P.M.—Later, Tim deals with network issues that develop. The portal components of Office SharePoint Server 2007 include features that make it easy for Tim to design, deploy, and manage intranet portals. The portal components also enable Tim to quickly connect to people within the organization that have the knowledge and project experience to help Tim with the workload.
3 P.M.—Finally, he responds to a request for a custom report from the sales manager. For a long-term solution, Tim empowers the sales manager to access the information she needs via Microsoft Office SharePoint Server for Search SharePoint Server 2007 is tightly integrated with familiar client applications and Web browsers to simplify how people interact with content, processes, and business data. The sales manager can now easily use services to accomplish business activities without relying on IT staff.
Transition:
Although Tim is fictitious, his experience is not. Tim’s rapid responses translate into time savings and financial gains. Now look at the Microsoft solutions that helped make Tim’s day go smoothly and successfully.
“Basically, I’m responsible for all the computer systems.”
—Tim, IT Operations Manager

16. Solution: Empower teams through workspaces
Windows SharePoint Services workspaces give teams a place to coordinate calendars, organize meeting documents, and participate in team discussions.
Windows SharePoint Services provide access to discussions and documents archived in a SharePoint discussion board from within Outlook.
Create shared workspaces to manage projects and complete tasks
Microsoft Office Outlook users can view calendars and contact lists stored on SharePoint sites.
Users feel comfortable with a familiar Web browser–based interface in Windows SharePoint Services v.3 to enhance usability, navigation, customization, and individual productivity.
Offer deep interoperability with intuitive Web-based tools
Objective:
Explain how Microsoft helps empower teams to work together through workspaces.
Talking points:
Microsoft helps people better respond to and collaborate with customers, partners, and suppliers by keeping them connected to vital information and data no matter where they are—inside or outside the organization. Microsoft Unified Communications and Collaboration solutions include:
Enable users to create workspaces to manage projects, share information, and complete tasks—Windows SharePoint Services workspaces give teams a place to coordinate calendars, organize meeting documents, and participate in team discussions. Users can be notified about required actions or important documentation changes via a variety of creative communication features.
Offer deep interoperability with intuitive Web-based tools—Thanks to the Web services provided by Windows SharePoint Services, programs in the Microsoft Office system—including Microsoft Office Word, Microsoft Office Excel, Microsoft Office PowerPoint, Microsoft Office InfoPath®, and Microsoft Office OneNote®—can use information in SharePoint sites natively.
Easily author and manage documents, ensuring integrity of content—With enhanced features such as required document checkout for editing, the ability to view which users made revisions to documents and to restore them to previous major or minor versions if necessary, and the ability to set security permissions specific to a document, Windows SharePoint Services helps ensure the integrity of documents stored on and managed from team workspaces.
Transition:
What are the benefits?
Enhanced features, such as required document checkout, the ability to view which users made revisions to documents and to restore them to previous major or minor versions, and document-specific security permissions, means Windows SharePoint Services helps ensure the integrity of documents stored on team workspaces.
Help ensure the integrity of content in shared documents

17. Benefits
“Unlike our Linux-based solution, Microsoft’s communications products give us one voice, no matter where in the world an employee is working.”
—Jae Ik Hwang, Division Head, ReignCom
Objective:
Explain the benefits of unified communications.
Talking points:
Supports unified business communications.
Builds on a single, optimized, business productivity platform.
Transition:
Now, look at some midsize companies that support unified business communications by deploying communications and collaboration solutions from Microsoft.
Supports unified business communications
Builds on a single, optimized, business productivity platform

18. Challenge How can I provide employees full insight and data at the right time?
“I need to make sure that my communications and collaboration solutions work with what I have, work together well with my infrastructure, and are scalable and flexible for what I need in the future.”
Objective:
Discuss customer pains—providing the right people with full insight and data at the right time.
Talking points:
Midsize businesses are often hindered by uninformed business decisions and duplicated efforts due to the lack of enterprise search capabilities, as well as the inability to quickly find information and people across multiple data sources.
Ideally, companies need to connect people with line-of-business data, experts, and processes across the organization. Midsize businesses can greatly benefit from delivering flexible workflows, personalized portals, and tools for building data-driven applications, coupled with commitment to standards (XML, Web services, and so forth). But how do they reasonably achieve this goal within a midsized budget?
Consider Greg, the CIO of a manufacturing company. His primary responsibility is to help ensure that IT facilitates the company’s efforts to be competitive and grow. He works closely with the CEO and CFO to translate their requirements into appropriate IT hardware and applications. His key role is supporting senior executives in achieving their business objectives by identifying opportunities that make use of IT for competitive advantage.
Transition:
And today is no different.
Greg, CIO for a 150-person manufacturing company

19. Connect people, processes, and information
Challenge How can I provide employees full insight and data at the right time?
Connect people, processes, and information
Give workers tools to connect with others
Objective:
Present an ideal scenario for connecting people, processes, and information.
Talking points:
Greg is considering how to incorporate all of the end users from a newly acquired company. Greg needs to rely on a Unified Communications and Collaboration solution that can:
Connect people, processes, and information.
Give workers tools to connect with others.
Extend the value of existing business systems.
Transition:
Take a look at how Microsoft’s Unified Communications and Collaboration solutions help Greg face these challenges.
Greg, CIO for a 150-person manufacturing company
Extend the value of business systems

20. Unified Communications and Collaboration scenario: Connect people, processes, and information
8 A.M.
CEO asks for report on acquisition systems integration progress.
Roll-up SharePoint Portal consolidates data and content from several locations, provides unified picture of the business.
9 A.M.
Searches with systems administrator for info on new employees.
Office SharePoint Server 2007 provides enhanced support for people and
expertise searching.
1 P.M.
Proposes method of repurposing content to handle multi-language capability to management.
SharePoint Server 2007 templates are designed to maintain relationship between original and translated versions of documents.
1:30 P.M.
Meets with IT manager to connect new users with LOB data processes.
Office SharePoint Server 2007 scales with company growth, handling addition of new users without the need of costly add-ons.
3 P.M.
Helps orient new users to business processes and search capabilities.
Microsoft Search permits many types of search, including LOB application data and reports, people-based searching, and threaded-discussion searching.
Objective:
Explain how Microsoft offers a Unified Communications and Collaboration solution that connects people, processes, and information.
Talking points:
8 A.M.—Greg receives a request from the CEO for a report on the systems integration progress for the new acquisition. Greg sets up a roll-up SharePoint Portal site, which consolidates data and content from several locations and presents it in an integrated format that’s easy to understand. This way Greg is able to glean information from knowledge and expertise across the organization.
9 A.M.—Greg and the systems administrator need to find information about the acquired employees. Fortunately, enhanced support for people and expertise searching is a key function in Office SharePoint Server 2007, including support for indexing and searching any LDAP directory, returning SharePoint groups and Active Directory® distribution lists in search results, even grouping people search results by “social distance” from other employees and their interests.
1 P.M.—Management is deliberating how to handle the preparation of multilingual materials for the influx of overseas clients. Greg proposes a system to effectively repurpose content to increase business value. Managing multilingual content is simplified in Office SharePoint Server 2007 through new document library templates specifically designed to maintain a relationship between the original and translated versions of a document.
1:30 P.M.—Greg meets with the IT manager to connect new users with line-of-business data processes across the organization. Greg and the IT manager reconfigure preferences on Office SharePoint Server 2007 to scale with the company’s growth. This way, the system can handle the addition of new users without any need for costly add-ons, and because information is not dispersed across isolated servers and hard drives, it maximizes the value and functionality of the existing system.
3 P.M.—Greg helps the new employees to get their bearings in the company and utilize search tools to find information about each other and the business. For example, Greg points out that Microsoft Search permits many additional types of enterprise content to be searched, including LOB application data and reports indexed through the Business Data Catalog, enhanced user profile and people-based searching for colleagues, and improved in-context, threaded-discussion searching.
Transition:
Though Greg is fictitious, this scenario shows how organizations can connect people, processes, and information—allowing the right users to access the right information at the right time.
Now, take a look at the Microsoft Unified Communications and Collaboration solutions that helped Greg’s day go smoothly and successfully.
“When it comes to IT investments,
the buck stops with me.”
—Greg, CIO

21. Solution: Connect people, processes, and information
SharePoint Server 2007 organizes business documents and content in one central location, and users have a consistent mechanism to navigate and find relevant information. Default repository settings can be modified to add workflow, define retention policies, and add new content types.
Connect people, processes, and information
Intuitive tools in SharePoint Server 2007 maximize the power of unstructured business networks by connecting people quickly and easily. By exploring undocumented business relationships and finding subject matter experts, individuals can make better decisions more quickly.
Give workers tools to connect with others
Objective:
Explain how Microsoft can help midsize businesses benefit from tools that make it easier to connect with others on business processes, documents, and line-of-business data.
Talking points:
Connect people, processes, and information SharePoint Enterprise Search provides rich search functionality like duplicate collapsing, spelling correction, and alerts to help users easily find what they need within search results. Key new features make crawls faster, so content is fresher and more relevant, and Microsoft Search includes a revamped ranking engine developed in collaboration with Microsoft Research and MSN Internet Search that is specifically tuned for the unique requirements of searching enterprise content and LOB application data.
Give workers tools to efficiently connect with others Office SharePoint Server 2007 makes it easier for employees to connect with each other, such as presence and communication, enhanced message notification services, LDAP pluggable authentication in Active Directory, and public My Site pages for social networking. SharePoint Server 2007 also helps users leverage relationships between customers, partners, and suppliers via forms-based business solutions and workflow to collect and share information more securely.
Extend the value of business systems Windows SharePoint Services delivers flexible workflows, personalized portals, and tools for building data-driven applications. This extends the value of business systems and solves the problem of isolated information stored on individual hard drives and isolated servers. Organizations that prefer targeted role-based deployments can get started using existing application templates released by Microsoft. They are custom scenarios for the Windows SharePoint Services platform tailored to address specific business processes or sets of tasks.
Transition:
What are the benefits?
Windows SharePoint Services delivers flexible workflows, personalized portals, and tools for building data-driven applications. This extends the value of business systems and solves the problem of isolated information stored on individual hard drives and isolated servers.
Extend the value of business systems

22. Benefits
“Our teams can now engage in more current and accurate collaboration—something they could not do before.”
—Tom Gillette, Director, DoD and Intelligence Programs, Asset Protection Systems Division, DRS Radian
“We’re excited to use Microsoft Office SharePoint Server 2007 to give a voice to customer feedback and build a forum to share the information that matters to our customers across MSN® product groups.”
—Sourabh Sinha, Development Manager, MSN Customer Matters
Enable current and accurate collaboration
Improve knowledge management
Share mission-critical data
Objective:
Explain the benefits of connecting people, processes, and information.
Talking points:
Enable current and accurate collaboration
Improve knowledge management
Share mission-critical data
Transition:
Take a look now at some midsize companies that have reduced costs by implementing Unified Communications and Collaboration solutions from Microsoft.

23. Connect people, processes, and information
Real estate firm projects sizeable ROI from collaborative workspace solution using 2007 Microsoft Office system
Situation
United Properties relied on disparate systems for key strategic information, increasing processing and storage costs. The company needed to implement a collaborative workspace solution to control costs, unlock line-of-business data from numerous applications, and provide a better document management solution, enabling the property management team to work more productively.
Solution
The company plans to implement a corporate portal using components of the 2007 Microsoft Office system, as well as Microsoft Windows SharePoint Services technology, and Microsoft SQL Server™ 2005.
Benefits:
Powerful collaboration tools within teams increase quality and velocity of communication.
Automated business processes simplify data collection.
A central location for LOB data makes it easier to find information.
Roles-based permissions to internal resources improve and simplify security.
“United Properties is looking at the 2007 Microsoft Office system to increase operational efficiency and streamline communications and reporting to enable the property management team to make better decisions.” —Keith Rachey, CIO, United Properties
Objective:
Present customer evidence for connecting people, processes, and information.
Talking points: (Walk through Situation, Solution, and Benefits as they appear on the slide.)
Company: United Properties
United Properties is a diversified commercial real estate company that offers a rich set of services, including brokerage, property management, corporate real estate, construction management, development, and investment services. Like most commercial real estate companies, United Properties manages hundreds of properties and creates thousands of documents and property management–related reports each year. To add to this challenge, the company’s property management team relies on a collection of disparate systems for key strategic and tenant information, increasing both processing and storage costs. United Properties wants to implement a collaborative workspace solution that will provide quality information, unlock line-of-business data from disparate applications, and provide a better document management solution.
Region: United States
Industry: Commercial Real Estate
Microsoft key products:
2007 Microsoft Office system
Microsoft Office SharePoint Server 2007
Microsoft Windows SharePoint Services v.3
Microsoft SQL Server 2005
Transition:
Let’s look at how Microsoft’s mobile solutions securely enable employees to work from various locations.

24. Challenge How do I securely enable employees to work productively from their locations?
“I provide day-to-day management and troubleshooting for the network, servers, OS, and applications. I spend the bulk of my time supporting end users.”
Objective:
Discuss customer pains—securely enable employees to work productively from various locations.
Talking points:
Many midsize businesses face lost productivity and the lack of to-customer responsiveness when mobile employees are on the road.
To address this inefficiency, organizations need to enable employees to work from their location with mobile access to , instant messaging, Office applications, line-of-business applications, and enterprise search. With a diversity of form factors, the mobile workforce needs a choice of devices when they are away from their desks.
However, companies are hesitant to implement mobile solutions due to concerns about mobile security, a consistent end-user experience, a secure development environment, and an extensive partner ecosystem.
Consider Chris, the IT engineer for a midsize manufacturing company. He is tasked with providing the day-to-day management and troubleshooting for the network, servers, OS, and applications in order to support end users in an increasingly mobile environment.
Transition:
And today is no different.
Chris, an IT Engineer for a midsize manufacturing company

25. Challenge How do I securely enable employees to work productively from their locations?
Provide remote access to , IM, programs, LOB applications, and search functions
Offer mobile and dispersed workers a secure, consistent user experience
Objective:
Present an ideal mobile workforce scenario.
Talking points:
Chris is considering how to deliver mobile options to employees across the company. He needs a solution that:
Provides remote access to , IM, programs, LOB applications, and search functions.
Offers mobile and dispersed workers a secure, consistent user experience.
Leverages a mobile development environment.
Transition:
Take a look at how Microsoft Unified Communications and Collaboration solutions help Chris face these challenges.
Chris, an IT Engineer for a midsize manufacturing company
Leverage a mobile development environment

26. Unified Communications and Collaboration scenario: Enable work from various locations
7:00 A.M.
Routine back-up checks are interrupted by a mobile user issue.
Windows Mobile® deployed with Office SharePoint Server 2007 provides direct connectivity between corporate networks and devices.
8:00 A.M.
Connects to server from his mobile device and synchronizes his calendar in Outlook.
Built-in Outlook Mobile provides remote access to and
calendar synchronization.
11:30 A.M.
Chris automatically updates all systems against a malware threat.
Leverages automatic updates
in Exchange
Server 2007.
3:00 P.M.
Chris checks network logs and team projects.
SharePoint portal, team site, and list pages render on mobile devices using a text-only format.
4:00 P.M.
Chris sets up mobile devices for three new-hires coming in tomorrow morning.
Deploys Windows Mobile software on all devices so users can access corporate data while away from the office.
Objective:
Explain how Microsoft offers a communications and collaboration solution for mobile workforces.
Talking points:
7 A.M.—When routine back-up checks are interrupted by a mobile user issue, Chris is able to view the user’s request while visiting a new acquisition’s facilities using Windows Mobile 5.0 on his mobile device. Windows Mobile deployed with Office SharePoint Server 2007 provides direct connectivity between corporate networks and devices, effectively managing the flow of information to and from Chris’ PDA.
8 A.M.—Still away from the office, Chris connects to the server from his mobile device and synchronizes his calendar in Outlook. Built-in Outlook Mobile on Windows Mobile devices allow Chris to send, receive, and manage and synchronize changes made to documents and calendars offline when reconnected to the server.
11:30 A.M.—Before lunch, he automatically updates all systems against a malware threat by leveraging the automatic updates in Exchange Server Exchange Server ActiveSync technology offers enhanced device and security policy control and has built-in support for the Windows Mobile platform, so no new server-side hardware or software is needed to for mobile and Outlook synchronization.
3 P.M.—Chris checks on the progress of team projects via a SharePoint portal. By default, all SharePoint portal, team site, and list pages render on mobile devices (including Web-enabled mobile phones) using a text-only format, helping Chris to be more organized and productive while on the road.
4 P.M.—Back at the office, Chris sets up mobile devices for three new-hires coming in tomorrow morning. He deploys Windows Mobile software on all devices so users can access corporate data while away from the office. Applications feature a familiar interface and consistent functionality, so they're easy to learn and use right away. Pocket versions of popular Microsoft applications let users update and share the same data and documents that are on desktop applications.
Transition:
Though Chris is fictitious, this scenario shows how investing in mobile capabilities translates into very real efficiency gains for midsize companies worldwide.
Now, take a look at the Microsoft solutions that helped Chris’ day go smoothly and successfully.
“My role is a mile wide and an inch deep."
—Chris, IT Engineer

27. Solution: Enable work from various locations
Windows Mobile devices come with Outlook Mobile built in, so workers can send, receive, and manage using familiar, integrated features.
Windows Mobile deployed with Exchange Server 2007 provides direct connectivity between networks and devices, so businesses can effectively manage information flow to and from mobile employees.
Provide remote access to , calendars, and tasks
Windows Mobile helps workers be more organized and productive when mobile with versions of familiar Microsoft Office applications.
Exchange Server ActiveSync® delivers an improved Outlook experience on mobile devices, with no need for new server-side hardware or software.
Stay productive using familiar programs when mobile
Objective:
Explain how Microsoft can help midsize businesses benefit from enabling employees to work from various locations.
Talking points:
Provide access to , instant messaging, Microsoft Office programs, line of business applications, and search functions from various locations Exchange Server ActiveSync technology delivers an improved Outlook experience on mobile devices, while offering enhanced device and security policy control. Additionally, Exchange 2007 has built-in support for the Windows Mobile platform, so no new server-side hardware or software is needed to for mobile and Outlook synchronization.
Stay productive using familiar programs when mobile Windows Mobile helps workers be more organized and productive while on the road with versions of familiar Microsoft Office applications, including Outlook Mobile, Word Mobile, Excel Mobile, and PowerPoint Mobile. Built-in Outlook Mobile on Windows Mobile devices allow workers to send, receive, and manage using familiar, integrated features, and synchronize changes made to documents and calendars offline when reconnected to the server.
Extend desktop to mobile and handheld devices Windows Mobile deployed with Office SharePoint Server 2007 provides direct connectivity between corporate networks and devices, effectively managing the flow of information to and from mobile employees. By default, all SharePoint portal, team site, and list pages render on mobile devices (including Web-enabled mobile phones) using a text-only format. So workers can find the right mobile device for their needs, Windows Mobile powers a wide variety of device styles (more than 40 device brands).
Transition:
What are the benefits?
Windows Mobile deployed with Office SharePoint Server 2007 provides direct connectivity between corporate networks and devices, effectively managing the flow of information to and from mobile employees.
Windows Mobile powers a wide variety of device styles (over 40 device brands), so businesses and workers can find the right device for their needs.
Extend desktop to mobile and handheld devices

28. Benefits
Improves information access
Enhances customer service
Increases sales
“Microsoft solutions make us more productive and more profitable. We’ve been around for almost a hundred years. This is the solution to help us meet our goals for the next century.”
—Axel Lorentzen, Chairman, Lorentzen & Stemoco
“Technicians in the field often have to do the work of several employees at the same time. With the i.roc [a Windows Mobile-powered Pocket PC], our people can work more efficiently, which in turn helps increase profits.”
—Markus Nied, President, ecom instruments
Objective:
Explain the benefits of working from various locations.
Talking points:
Improves information access
Enhances customer service
Increases sales
Transition:
Take a look now at some midsize companies have improved user mobility using Unified Communications and Collaboration solutions from Microsoft.

29. Enable work from various locations
Norwegian shipbroker increases sales and competitive edge with mobile solution
Situation
For Lorentzen & Stemoco brokers, access to current and accurate market and client information is critical: data from global contacts gets the best deals for clients.
Solution
Lorentzen & Stemoco’s disparate systems made it difficult to access and share information, so the company standardized on Microsoft technologies to create a cohesive communications solution.
Benefits:
Provides brokers with access to customer information—in diverse settings and at various times
Enables brokers to access customer information via a familiar, central interface
Opens communication lines across the company
Improves customer service
Increases sales
Boosts competitive edge
“I know my client is also probably talking to 10 to 15 other brokers, so I need the same access to information on the road as in my office.” —Geir Bakkelund, Broker, Lorentzen & Stemoco
Objective:
Present customer evidence for enabling employees to work from various locations.
Talking points: (Walk through the Situation, Solution, and Benefits as they appear on the slide.)
Company: Lorentzen & Stemoco
Oslo, Norway–based Lorentzen & Stemoco (L&S) is a shipping brokerage firm whose 73 skilled personnel serve clients 24 hours a day. For L&S brokers, access to current market and client information is critical: data from global contacts gets the best deals for clients. L&S’s disparate systems made it difficult to access and share information, so the company standardized on Microsoft technologies to create a cohesive communications solution. Now, brokers have access to customer information in diverse settings—and at various times—through Microsoft Office programs from the desktop and on portable devices. Brokers also access customer information via a familiar, central interface using an information portal built on Microsoft Windows SharePoint Services. The new software opens communication lines across the company, improving customer service, increasing sales, and boosting its competitive edge.
Region: Norway
Industry: Financial Services, Consulting
Microsoft key products:
Software and Services: Microsoft Windows Server System™, Microsoft Windows Server 2003 Enterprise Edition, Microsoft Exchange Server 2003, Microsoft SQL Server 2000, Microsoft Office System, Microsoft Office Professional Edition 2003, Microsoft Office Excel 2003, Microsoft Office SharePoint Portal Server 2003, Microsoft Office Outlook 2003, and Microsoft Office Word 2003
Solutions: Microsoft Business Solutions CRM, various technologies, Active Directory, Microsoft Windows SharePoint Services, Web Services, partners, and objectware
Transition:
Let’s take a look at how Unified Communications and Collaboration solutions from Microsoft bring your core assets together.

30. Unified Communications and Collaboration
Unify business communications
Bringing your core assets together helps your business succeed
Empower teams through workspaces
Enable work from staff’s location
Objective:
Discuss the benefits of bringing Unified Communications and Collaboration from Microsoft to all scenarios in an organization.
Talking points:
Microsoft will help your Midmarket company unify business communications; empower teams through shared workspaces; connect people, processes, and information; and enable work from various locations.
In short, when Microsoft joins people with the right tools, the result is more business success.
Transition:
So, how does Microsoft help your business succeed?
Connect people, processes, and information

31. If your primary business need is to …
Microsoft value proposition Providing communication and collaboration solutions to meet your core business needs
If your primary business need is to …
Unify business communications
Empower teams through workspaces
Connect people, processes, and information
Enable work from various locations
These product sets can help …
Microsoft Office System 2007
Microsoft Exchange Server 2007
Microsoft Office Communications Server 2007
Microsoft Office Live Meeting
• Microsoft Office System 2007
• Microsoft Windows SharePoint Services v.3
• Microsoft Office SharePoint Server 2007
• Microsoft Office SharePoint Server 2007
Microsoft Windows SharePoint Services v.3
Microsoft Windows Mobile 5.0
Microsoft Exchange Server 2007
Microsoft Office SharePoint Server 2007
Objective:
Summarize Microsoft’s value proposition: unifying communications and collaboration technologies to meet your core business needs.
Talking points:
If your primary business need is to unify business communications, Microsoft solutions can help you deliver rich, intuitive, and effective communications across , IM, voice, data, video, and Web conferencing.
If your primary business need is to empower teams through workspaces, Microsoft solutions can help you deliver a full set of cohesive collaborative workspaces to empower teams to more effectively work together.
If your primary business need is to connect people, processes, and information, Microsoft solutions can help you bring full insight and data to the right people at the right time by connecting people with line-of-business data, experts, and processes across the organization.
If your primary business need is to enable work from wherever your staff is located, Microsoft solutions can help you with mobile access to , instant messaging, Office applications, line-of-business applications, and enterprise search.
Transition:
So, what makes Microsoft one of the best providers of communications and collaboration solutions?

32. Security for communications and collaboration solutions
Control access to sensitive documents
Using Microsoft technology, people can protect their privacy and their intellectual property by granting rights, both in terms of who can see it and how they can use it, to a document or message. These rights travel with the document, ensuring that no matter where it goes these rights are preserved.
Share confidential documents securely
Microsoft enables your people to create a common and secure communications and collaboration tool for sharing information and coordinating activities with end-to-end security that helps ensure workspace data shared between team members is always encrypted on computers and on the Internet. The tool allows teams to rapidly assemble to work together despite their specific geographical location, and despite their time zone—sharing just the right information with just the right people.
Objective:
Highlight Microsoft security features.
Talking points:
While addressing primary business needs, Microsoft Unified Communications and Collaboration solutions also address a primary concern of midsize businesses—security:
Control access to sensitive documents. Controlling access to sensitive information is crucial to protecting people's privacy and your business's intellectual property. Some businesses unnecessarily restrict the use of systems or intranet Web sites for the dissemination of their confidential data because they lack knowledge of the technologies available to safeguard that data. Others unnecessarily expose their confidential data to people or organizations that were never intended to have access. Ensure that private documents are accessible only by the intended recipient.
Share confidential documents securely. Allow individuals to share documents with teams outside of the corporate intranet, while maintaining the same level of security they would have inside the corporate network, ensuring that your documents remain accessible only to the intended audience.
Share information in a compliant organization. Organizations work with a variety of different types of content—such as documents, messages, and Web content—and need a consistent way to apply retention and protection policies for the various types of content to comply with regulations and business policies. Allow your people to share documents and information while reducing the risk of non-compliance.
Transition:
Let’s look at how Microsoft Unified Communications and Collaboration solutions uniquely provide business value.
Share information in a compliant organization
Microsoft helps your business reduce the risk of non-compliance and litigation by applying retention and information protection in a consistent manner to content of all types in accordance with government regulations and business policies.

33. Familiar and easy to use
Why Microsoft?
Innovative
Familiar and easy to use
Widely used and supported
Objective:
Explain the Microsoft value proposition.
Talking points:
As a leader in unified communications and collaboration solutions, Microsoft is uniquely positioned as the only leading software solutions vendor in the industry that provides midsize organizations with solutions that are:
Innovative—products and solutions that continually evolve to meet customer needs.
Familiar and easy to use—solutions that help information workers be more productive.
Widely used and supported—by the world’s largest community of partners, developers, and support professionals. Microsoft software is designed to work together and with fewer hassles, helping accomplish company goals faster and more efficiently. And because it’s from Microsoft, it adapts to systems a company has already implemented.
Easy to connect—Microsoft solutions work together with other products that employees use now. Recommend Microsoft to an executive, knowing that the IT team will be able to choose and build tools that work with Microsoft solutions today, as well as in the future.
Transition:
Don’t just take our word for it. Look at how companies are realizing significant value from having implemented Microsoft solutions.
Easy to connect

34. Why Microsoft?
“When I told our executives that they could listen to their along with their voic messages within Exchange Server 2007, they were thrilled.”
—Steve Gould, Network Administrator, APA–The Engineered Wood Association
“The new client extranet [in Microsoft Office SharePoint Server 2007] will help ZIBA Design increase project design efficiencies and enhance the overall client experience by giving their account teams and clients access to a central workspace in which to collaborate.”
—Terri King, Managing Director, Saltmine
“The … portal gives us an electronic track record of overall system performance, component failures, maintenance activities, and problem solutions … entirely new capabilities in our industry.”
—Tom Gillette, Director, DoD and Intelligence Programs, Asset Protection Systems Division, DRS Radian
Objective:
Explain the Microsoft value proposition.
Talking points:
(Read quotes from Microsoft customers.)
Transition:
What’s more, Microsoft solutions are backed by numerous support options.

35. Microsoft’s support for communications and collaboration technology
Microsoft support choices help your business:
Reduce IT costs and increase user productivity.
Achieve maximum system uptime.
Benefit from expert advice and guidance.
Leverage enhanced knowledge and skills for IT staff.
Deploy and operate new/existing systems more effectively.
Receive proactive support resulting in fewer future problems.
Make better, more informed decisions.
1. Online self-help support
Take advantage of Microsoft’s extensive library of resources with this no-charge, self-support option:
2. Subscription-based support
A wealth of knowledge, help, and tools is at your fingertips, to provide the latest information straight from the source:
Industry-leading tools and services to help your developers deliver applications using Microsoft technologies that will provide true business value and performance:
3. Assisted-incident support
Fee services available to help you resolve problems quickly:
4. Contract-based support
Managed support options to cover your support needs in the way that makes the best business sense for your investment in Microsoft technology.
To learn about contract-based support, go to:
Objective:
Communicate the value of Microsoft support offerings.
Talking points:
Take advantage of Microsoft’s technical support offerings:
1) Online self-help support
2) Subscription-based support
3) Assisted-incident support
4) Contract-based support
Microsoft support enables customers to:
Reduce IT costs.
Achieve maximum system uptime.
Benefit from expert advice and guidance.
Leverage enhanced knowledge and skills for the IT staff.
Deploy new systems more effectively.
Receive proactive support, resulting in fewer future problems.
Make better, more informed decisions.
Transition:
Let Microsoft partner with you in business from purchase through deployment and management.

36. Thank you!
End presentation with a call to action and a positive, forward-looking statement!
Talking points:
Choose Unified Communications and Collaboration solutions from Microsoft for your workforce and watch them—and your bottom line—soar.
We look forward to helping you unify your communications and collaboration needs!
© 2006 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveSync, InfoPath, MSN, OneNote, Outlook, SharePoint, SQL Server, Windows, Windows Mobile, Windows Server, Windows Server System, the Microsoft logo, and other product names and logos 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.