Welcome to the Minnesota SharePoint User Group

Agenda Quick Introduction Announcements and News 2007 Microsoft Office System Licensing and Pricing Real-World Solution Example Built on MOSS 2007

Develop and support a local community focused on Microsoft Office SharePoint Server 2007 Technologies Educate Transfer knowledge Communicate best practices Introduce new products / solutions User Group Goal / Objectives

Inetium ( Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( I’m guessing you’ve heard of them Introductions – MNSPUG Sponsors

User group web site SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations

Community Kit for SharePoint Goal: Make SharePoint synonymous with community websites Collaborative development approach Quickly create website using WSS V3 Currently an Alpha release MNSPUG re-launch with CKS soon Learn More:

Microsoft Office RTM Update (REDMOND, Wash. — Nov. 6, 2006) Code Completion 3.5 million Beta 2 Downloads (largest Microsoft Office beta program) Business availability 11/30/2006 General availability early 2007 Learn and Try! ,000 help articles 35 how-to refresher demos 24 training courses Tons of new templates News and Announcements

Next Meeting December 13 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topics: Product Showcase Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office Upcoming User Group Schedule

When: Wednesday, December 6th, 2006 Where: Microsoft (Bloomington) Topic: This event is designed to convey the significant business benefits you can achieve when combining the strengths of Microsoft Dynamics CRM and Microsoft Office. Registration: “As Easy As Office”

Coming to Minneapolis, MN When: Thursday, Feb 1st, 2007 Where: Minneapolis Convention Center Things to do: Launches: Office 2007, Exchange 2007 and Windows Vista Expo and Exhibitor Hall General Session / Keynote Technical Keynotes Breakout Sessions Please Join Us! Local Microsoft Office 2007 Launch Event

2007 Microsoft Office System Licensing and Pricing

Real-World Solution Example Built on MOSS 2007

What We’ll Cover Introduction to Jeffrey Slocum and Associates Case Study Overview Taxonomy Portal Architecture Portal Data User Roles Scenarios / Demonstration General Overview Client Services Role Research Services Role Feature Highlights / Demonstration Custom Web Parts Document Management -enabled Document Libraries Business Data Catalog Search

Jeffrey Slocum & Associates

Jeffrey Slocum & Associates, Inc. (Minneapolis, MN) Started business in clients More than $74 billion in assets under advisement 66 employees 12 Chartered Financial Analysts 2 Certified Public Accountants Dedicated Specialist Teams SEC-Registered Investment Adviser 100% Employee Owned Who We Are:

Create customized portfolios & investment solutions Development of Investment Objectives and Policies Asset Allocation Modeling (including Asset-Liability Modeling) Investment Manager Selection and Transition Planning Asset Class Research and Analysis Investment Performance Analysis and Attribution Compliance Monitoring Education Development of Practical Risk Management Processes (Value at Risk and Risk Budgeting) What We Do:

Who We Serve:

Client Services Work with Clients Author and Manage Documents Need Research data / information on Managers and Products Research Services Research Products and Managers Author and Manage Documents Provide Research Information for Client Services Key User Roles:

Access to Information Consistent Document Organization and Management Inability to easily Search Redundant Documents Easier Access to Business Data Business Process Manual Processes Customized Reporting Time-sensitive Notification Task Management Collaboration Collaboration between Client Services and Research Services Challenges:

Solution

Context-Aware solution Ability to deliver different user experiences based on each user's role and need Key features leveraged in this solution include: Content Types Policies Search Business Data Catalog (BDC) Workflow InfoPath Forms Custom Web Parts Custom Fields Solution: JSA Portal

Access to Role-specific Sites: Client Services My Clients My Documents My “Notes” My Tasks (Roll-up) Research Services My Asset Classes My Managers My Documents My “Notes” My Tasks (Roll-up) Access to Collaboration Sites: Clients (top-level for all client sites) Managers (top-level for all manager sites) JSA Portal: Taxonomy

JSA Portal: Collaboration Sites

Initially 3 Content Database Client Content Manager Content Portal Content 3 Core Site Collections Clients Managers Portal Site JSA Portal: Architecture

JSA Portal: Data

JSA Portal: Roles & Relationships

Demonstrations

Q & A

Thanks for coming!