P r e s e n t s

Patrick Russell Founding Partner 4/2/2017 3:11 AM “Paperless Office” Track SharePoint Services 3.0 for a CPA Office Document Management System Patrick Russell Founding Partner © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

About Us: Russell Kennedy Partners Principals: Patrick Russell and Brian Kennedy, Founders Combined 50+ Years Software Experience Some types of projects we do: Business Process Improvement, Automation and Workflow for Small, Mid-size, and Large companies Financial (CPAs, Investment Companies, Banks, Financial Planning, Venture Capital, 1031 Exchange, Credit Card Companies, Artificial Intelligence for Tax Analysis, Stock and Securities Trading Systems) Enterprise Projects Manufacturing & Industrial Automation Computer Simulation, Virtual Reality Software Planning and Design, Project Management, Development and Deployment

About Us: Russell Kennedy Partners Some Well Known Clients 3Com ASCAP Avon Products Bariston Partners Bay Networks Benchmarking Partners Biogen Brown University Cahners Publishing Charles River Ventures Chase Chemical Bank Chevy Chase Bank Citizens Bank City of Boston CMGI / iCast Colgate-Palmolive Comedy Central Context Media CSL International Eprise Epsilon Evergreen Solar Fleet National Bank Fidelity Investments General Dynamics Gillette GTECH / UWin! Hartford Steam Boiler Harvard Pilgrim Health Care Hasbro Health Care Finance Administration Hewlett Packard IBM / Lotus Development Jafra Cosmetics Lee Munder Capital Group MasterCard Advisors Netspoke Novartis Open Source Foundation OSRAM Sylvania Oxford Bioscience Partners Pfizer Reed Elsevier Reed Exhibitions Scudder, Stevens, and Clark Osram / Sylvania Rockwell Automation / Allen Bradley Sandoz Pharmaceutical Summit Partners Tally Systems Corp / Novell Thomson Financial Services Unitil Visa Volpe Center (US Dept. of Transportation)

“Paperless” What are we talking about? Not every small change or new version requires a full printout. If you like to work with paper, the printout can be tailored to provide the information you need. There is a reliable, track-able, consistent electronic version of your documents, that can be trusted as a reference, stamped for any moment in time or any point in the process. “Electronic trail” as reliable as the “paper trail” Improve your document input, creation, processing, and filing. Benefits: Less Paper Document and data storage, availability, and retrieval Process more track-able and manageable. Speed, accuracy, assurance Labor- and time-saving automation.

What is SharePoint? A Microsoft Network Server product. Collaborative services: Document (File) Sharing and Management Information Sharing Task Tracking and Management Workflow. Browser based User Interface. Core feature: a Document Library Accessible anywhere you can connect to your network in a browser over the internet. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Document Library in Browser

Why SharePoint? Compare SharePoint with a Dedicated Product 4/2/2017 3:11 AM Why SharePoint? Compare SharePoint with a Dedicated Product Low Cost Included in Windows Small Business Server 2003. Key features and capabilities can be configured “out of the box.” Reliability Rock solid reliability, years of established performance. Can Do! Demo Disappointment is minimized. Many ways to adapt and customize. Many templates, add-ons, and adapters that are free or low-cost. A very large community Many experienced providers of service, configuration, and design. A huge number of features and capabilities. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why SharePoint? Compare SharePoint with a Dedicated Product 4/2/2017 3:11 AM Why SharePoint? Compare SharePoint with a Dedicated Product Built-in Document Check-In / Check-Out and Version Control Proof of record-keeping for legal, compliance, and IRS audits. Document lock-down prevents loss or tampering by mistake. Built-in security and role features. Access to documents (no access, read-only, read-write) and other features are set administratively for individuals and groups. Windows security-based. (No need to set up users twice.) Seamless integration with Microsoft Office. Version control built into Office Documents. Microsoft Outlook integration for alerts and notifications. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Version Control Check In

Version History

Why SharePoint? Compare SharePoint with a Dedicated Product Your World Not Their World

What is Metadata? Metadata (data about data) Metadata is a “wrapper” around each file in the SharePoint Document Library. Fields of information about the document/file Identifying information. Workflow and status information. Standard data field types: e.g., text, number, date, multiple choice, Boolean Metadata is transparent to other programs that open and edit documents. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is Metadata? Metadata (data about data) Metadata fields enhance: Searches Ways of organizing and grouping the documents. Users decide on what metadata they want. Metadata can be created and edited using a Form, or can be created and modified automatically and dynamically. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Metadata Entered In a Form

What is Metadata? Sample Metadata for CPAs Client ID: IAJ112233 Entity Type: Individual; Sole Proprietorship; Partnership; C-Corp; S-Corp; LLC; … Last Name: Jolie; Pitt Full Name: Jolie, Angelina; My Happy Company, Inc. Social Security Number / Tax ID: 123-45-6789; 35-9999999 Document Type: Tax Return; Tax Paper; Routing Sheet; Lease; Will; Loan; Budget; …. Sub-Type: Complete Return; Draft; Preliminary; …. Document Finalized: True; False Tax Year: 2009; 2008; …. Fiscal Year: 2010; 2009; …. Quarter: 1; 2; 3; 4 Permanent: Permanent File; Archive; Current; Tax Year Status: Draft; Final Pending Review; Final; Final With Package; …. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM SharePoint Views A View is a way to show documents in the Library, listed in a familiar row-and-column list format. Rows are the Documents (or Document Folders) Columns are file information or metadata. Similar to familiar list in an email program (e.g., Outlook) Views organized: Windows Explorer style Folder Hierarchy Filtered, grouped, and sub-grouped by metadata. Unlike Windows Explorer, the folder hierarchy is not the only way in which documents can be organized. This gives a lot of additional power. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM SharePoint Views Views can display who is assigned, status, or completion, etc. Views can show groupings – that can be counted, subtotaled, or totaled. Views can be filtered by metadata. Example: show only client X, tax-related documents, tax year 2009. Views can optionally use a spreadsheet style format. Other View formats: calendar, Gantt chart Views are easy to create and modify, and can be Shared or Personal (set up by a user for personal use). © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

-- Folder View – top level --

-- Folder View – folder open showing docs --

– Filtered and Grouped View – Show only client Brad Pitt, only Tax documents, grouped by Tax Year then SubType

-- Filtered and Grouped - Alternate Grouping – Brad Pitt Tax only, but groupe by SubType then Tax Year

-- Datasheet View --

Single Click Access to Your Work Set up a SharePoint view – filtered, sorted, and grouped to isolate the documents for your current clients and projects in a well organized way. Make a Desktop or Start Menu browser icon that will bring you to that view in one click! One click opens SharePoint. The specific files you are working on displayed in an organized format.

A Business Process Automated by Workflow

Workflow Larger firms may wish to automate portions of their workflow. 4/2/2017 3:11 AM Workflow Larger firms may wish to automate portions of their workflow. Preparation, Review, and Finalization for Tax Returns, Reports, etc. Steps in handling communications and audits. Communications between offices. Web Portal for secure client access to documents at various stages. Etc. The SharePoint platform is ideal for creating workflows. Built-in Workflow capabilities. Workflow can have a huge ROI. Tailor it precisely to an existing process, or a desired process. Light burden on staff (easy and simple to use). Big benefits in productivity, and task timeliness and reliability. Software cost, degree of difficulty, and time generally small. If custom work is required, it is done with rapid development tools. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Complex Workflow Flow Pattern

Integration with Windows Explorer Folder Tree Structure 4/2/2017 3:11 AM Integration with Windows Explorer Folder Tree Structure A document library typically has files, folders, and subfolders, just like Windows Explorer. A document created in a Windows folder can be dragged and dropped, or cut/copied and pasted into a SharePoint Document Library folder. You can map a drive letter to a Document Library, and see the Document Library in Windows Explorer. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sample Mapped Drive R: into SharePoint Document Library, visible in Windows Explorer

Integration with Windows Explorer Folder Tree Structure 4/2/2017 3:11 AM Integration with Windows Explorer Folder Tree Structure When you copy or drag a document into the Library, its status is “checked out” to the current user and metadata has yet to be created. Windows Explorer does not open a back door to violate SharePoint security or version control. The author can edit/modify a document copied into the Shared Documents Library by directly accessing it in Windows Explorer (if desired). No special access required. However, the security rules are set up to prevent others from tampering, until the author has checked the file in to the Shared Document Library. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Integration with Windows Explorer Folder Tree Structure 4/2/2017 3:11 AM Integration with Windows Explorer Folder Tree Structure 2) Files are instantly copied to the server for you. Files Share Point Server 3) SharePoint indexes them for searching and keeps track of the versions automatically 1) Drag your files to the proper Place using Windows Explorer © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Scanning Station for a SharePoint CPA Document Library 4/2/2017 3:11 AM Scanning Station for a SharePoint CPA Document Library Two Approaches First Approach: Use Existing Scanning Station(s) at the CPA firm. Second Approach: Scanning Station program that integrates directly into SharePoint. Both Approaches: User is prompted to enter metadata. Files are automatically moved to the appropriate folder in SharePoint. Files are checked in. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Scanning Station for a SharePoint CPA Document Library 4/2/2017 3:11 AM Scanning Station for a SharePoint CPA Document Library 1) Scan your documents Files Share Point Server 2) Your computer prompts you to fill out the required meta-data. 3) Your document is added to the SharePoint library, in the appropriate folder. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Scanning Station for a SharePoint CPA Document Library 4/2/2017 3:11 AM Scanning Station for a SharePoint CPA Document Library Benefits: Seamless integration with SharePoint. Cost can be significantly less than dedicated systems. Metadata capture can be critical for scanning documents, because otherwise they are just a picture and a filename (unless OCR is enabled). The metadata allows scanned documents to be filed in the appropriate folders, to be found easily by a search at a later time, and to appear in a specific view in SharePoint – sorted, grouped, and filtered. The best approach depends on a number of factors. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM Automatic Logging In of Documents Created in Other Systems/Applications Example: Lacerte Tax Software analyzes a document in order to: Automatically add correct metadata Move the file into the appropriate folder To check it in on behalf of the author. The user need only save the document into a known folder that is monitored by this software. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM Automatic Logging In of Documents Created in Other Systems/Applications 3) A custom process will automatically sense the new file. Save it into a specially monitored “New Documents” folder, set as the default. Save your document from any application 4) … and populate the meta-data based on the file contents. 5) The document will be moved to the correct folder in the library. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM SharePoint Search Indexed Search: one of SharePoint’s powerful features. Key differences from Search in Windows Explorer: Metadata fields are searched for matches. Especially useful for images or scanned-in documents which do not have textual content. Text is searched in Office documents and in PDF files. (Explorer does not look into PDFs.) © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Enhanced Search Custom Software to enhance SharePoint. 4/2/2017 3:11 AM Enhanced Search Custom Software to enhance SharePoint. Richer user interface. Can require specific values in specific metadata fields. (Similar to Advanced Find in Outlook.) Enhanced Search provides a more precise way of finding documents, and eliminates undesired matches. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Moving Existing Documents into SharePoint 4/2/2017 3:11 AM Moving Existing Documents into SharePoint If the firm has adopted a specific folder structure hierarchy as well as file naming conventions … Copy in the entire folder hierarchy. Conversion software will process all documents, and based on their names and/or positions in the file hierarchy will embed metadata into them. Other file properties and file content, if necessary, can be used for the processing. Alternative: A datasheet grid view in SharePoint can be used to quickly sort and copy in blocks of metadata. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Existing Data Integration/Migration 4/2/2017 3:11 AM Existing Data Integration/Migration Firms may store existing data (information about clients, prospects, affiliated professionals, and staff) in a number of formats. Relational databases Contact Managers Spreadsheets It may be necessary to migrate some of that data into SharePoint (a one-time event), or integrate SharePoint with that data (for ongoing synchronization). © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM SharePoint Templates Examples of free software templates you can download from Microsoft Site Admin Templates Board of Directors Business Performance Reporting Case Management for Government Agencies Classroom Management Clinical Trial Initiation and Management Competitive Analysis Site Discussion Database Disputed Invoice Management Employee Activities Site Employee Self-Service Benefits Employee Training Scheduling and Materials Equity Research Integrated Marketing Campaign Tracking Manufacturing Process Management New Store Opening Product and Marketing Requirements Planning Request for Proposal Sports League Team Work Site Timecard Management Server Admin Templates Absence Request and Vacation Schedule Management Budgeting and Tracking Multiple Projects Bug Database Call Center Change Request Management Compliance Process Support Site Contacts Management Document Library and Review Event Planning Expense Reimbursement and Approval Help Desk Inventory Tracking IT Team Workspace Job Requisition and Interview Management Knowledge Base Lending Library Physical Asset Tracking and Management Project Tracking Workspace Room and Equipment Reservations Sales Lead Pipeline © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/2/2017 3:11 AM SharePoint Templates Examples of free software templates you can download from Microsoft Attractive, full featured application templates which can quickly be configured for a individual firm. Web Parts are used to provide additional visual and functional components. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

-- a larger picture of a template sample page --

4/2/2017 3:11 AM SharePoint NOW! SharePoint deployment and customization is a matter of days and weeks, rather than weeks and months. You can also start with the simple, and do more at a later time. Basic installation brings check-in/-out and version control, a folder structure that matches an existing file hierarchy, search, alerts, and many other. Transparent folder mapping means little or no change in established workflows. There is still plenty of time to get started and have a solid foundation in place before Tax Season 2009 starting February 1, 2010. © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Contact Us: Russell Kennedy Partners Fallbrook, California USA www.RussellKennedyPartners.com Patrick Russell Phone:  +1 775 219 9189 Fax:      +1 775 201 9775 E-mail: PRussell@RussellKennedyPartners.com Copyright © 2008, 2009 Russell Kennedy Partners. All Rights Reserved