Business Productivity Infrastructure Optimization Campaign 1 Agenda: BPIO Partner Sales Readiness Workshop Day 3: Topic: Enterprise Content management (ECM) Partners will understand Microsoft Office system’s Enterprise Content Management (ECM) capabilities and sub-capabilities. Education will be layered against the CES methodology. Partners will also understand the competitive landscape and how to effectively communicate the Microsoft ECM value proposition to win the engagement. TimeModuleDescription 8:00 a.m. – 8:30 a.m.Breakfast and networking 8:30 a.m. – 9:00 a.m.13 – ECM Opportunity The Microsoft vision for ECM and the possible solutions in ECM (OSSD, Case Studies, Personal Experience) 9:00 a.m. – 9:45 a.m.14 – What’s New in 2007 The new/better features and capabilities of ECM in 2007 and the competitive differentiators of ECM in :45 a.m. – 10:15 a.m. 15 – Scenario-Based Demo and Business Case 10:15 a.m. – 10:30 a.m.Break 10:30 a.m. – 11:30 a.m.16 – BPIO Model in ECM Standardized to Rationalized view for each sub-capability with screen shots of the sub-capabilities under each BPIO view for ECM. 11:30 a.m. – 12:00 p.m.17 – Partner Opportunities The solution and services opportunities for ECM, guidance on how to build a practice, where to find/drive opportunities (OSSD, MSPP) and a list of current OSSD scenarios available. 12:00 p.m. – 1:00 p.m.Lunch Break 1:00 p.m. – 4:30 p.m. 18 – Hands-on Learning (ECM Business Case) Class walks through business case for ECM and applies CES methodology (Solution Briefing and Architecture Design Session) to the business case.

Business Productivity Infrastructure Optimization The BPIO Campaign for Microsoft Office 2007 Module 15 – ECM Business Case: Enterprise Records Management

Business Productivity Infrastructure Optimization Campaign 3 Module 15 – Learning Objectives Enterprise Records Management Business Case ECM Demo: Enterprise Records Management Business Case Overview

Business Productivity Infrastructure Optimization Campaign 4 ECM Business Case: Enterprise Records Management

Business Productivity Infrastructure Optimization Campaign 5 Contoso Ltd. Contoso Ltd. is the world leader in WLAN setup. They have world wide customers in more 9 countries; Contoso has more than $200 million in revenue each year Contoso has the following challenges with their current content management system Users have access to view and modify documents that they should not Documents are retained without dynamic business rules that govern their maintenance and disposition Content originators cannot track lifetime changes during archiving and changes must be manually audited and validated Archived documents are difficult to categorize, index, locate, and retrieve, which can lessen the appropriate reference and reuse of the content Contoso also needs a solution that enables its organization to fulfill legal and financial requirements by providing versioning, auditing, workflow, and search capabilities; Contoso requires a centrally controlled policy management and authoring and reporting tools that will allow Contoso, to remain compliant

Business Productivity Infrastructure Optimization Campaign 6 Supporting Compliance And Governance Processes Improved controls and processes can provide more than the means for becoming compliant with financial, regulatory and operational standards; By providing more transparency into business processes in a secure environment, enterprises have more control over the flow of their information and can verify the accuracy and authenticity of their statements and transactions; Executives will have strong visibility into the financial and operational parameters and a clear understanding of operational risks Electronic Records Archival Integrating uniform content management, document lifecycle standards, and disposition routines allows enterprises to efficiently balance and control the growing number of electronic records and regulatory standards; Organizations need applications with integrated archival components that centrally maintain durable, archived copies of documents and records and tighten controls with advance rights management and security features; By implementing a secure document lifecycle management system, organizations can search across repositories of information while simultaneously managing document user rights and permissions

Business Productivity Infrastructure Optimization Campaign 7 ECM Click-Thru Demo: Enterprise Records Management

Business Productivity Infrastructure Optimization Campaign 8 The Need For A Records Management Solution Users have access to view and modify documents that they should not Documents are retained without dynamic business rules that govern their maintenance and disposition Originators cannot track changes during archiving Archived documents are difficult to categorize, index, locate, and retrieve Challenges Records Management Customer New Sales Person Compliance Officer Audit Sales Person

Business Productivity Infrastructure Optimization Campaign 9 ERM Business Case Solution Description Define policies for user access Capture metadata that categorizes documents and records Automate archiving and record retention processes. Track versions and audit changes Locate and retrieve records. Benefits of an Electronic Records Management Solution Sales Person Customer New Sales Person Audit Compliance Officer

Business Productivity Infrastructure Optimization Campaign 10 Business Case Key Capabilities Identified Document and Records Management Records Search Security and Access Rights Records Repository Policy and Auditing Supervising and monitoring Electronic Communications Forms Management Forms integrated with LOB systems / processes Search Knowledge Discovery and Insight Collaborative Workspaces and Portals, Messaging

Business Productivity Infrastructure Optimization Campaign 11 Technology Considerations Server Microsoft Windows Server™ 2003 Microsoft Office SharePoint Server 2007 Microsoft Information Rights Management Server Microsoft Exchange Server 2007 Microsoft SQL Server 2000 or above Client Microsoft® Office Professional 2007(Word, Excel, InfoPath) Microsoft Internet Explorer The following products and technologies should be considered when creating an Electronic Records Management solution based on the Microsoft Office system

Business Productivity Infrastructure Optimization Campaign 12 Summary Enterprise Records Management Solution Integrated content management, document lifecycle standards, and disposition routines Efficiently balance and control the growing number of electronic records and regulatory standards Integrated archival platform with rights management and security features Secure document lifecycle management system that enables search across repositories of information while simultaneously managing document user rights and permissions

Business Productivity Infrastructure Optimization Campaign 13 ECM Resources Preparing for Competitive Selling Opportunities – Foundation Level – English publisher=3&courseid=1456 ECM – A Microsoft White Paper Microsoft Office system Solutions Directory The Solution Showcase for Microsoft Office system

Business Productivity Infrastructure Optimization Campaign 14

Business Productivity Infrastructure Optimization Campaign 15 © 2006 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.