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 14 – ECM: What’s New In Office 2007

Business Productivity Infrastructure Optimization Campaign 3 Module 14 – Learning Objectives ECM capability overview Sub-capabilities Document management Records management Web content management Forms management Search Microsoft Office SharePoint Designer Competitive positioning

Business Productivity Infrastructure Optimization Campaign 4 ECM Components Records Management Web Content Management Forms Management Document Management ECM in 2007 Microsoft Office system User Interface Microsoft Office Web browsers 3 rd party apps Unified Storage Architecture Unified Services WorkflowSearchMetadataSecurity Policies IRM Library ServicesCollaboration Novell GroupWise Mobile devices

Business Productivity Infrastructure Optimization Campaign 5 ECM Sub-Capabilities

Business Productivity Infrastructure Optimization Campaign 6 Business Intelligence (BI) Client Access Capabilities BPIO Capabilities Framework Network / Windows Server / Active Directory Data Repositories / LOB Unified Communications and Collaboration (UCC)Enterprise Content Management (ECM)

Business Productivity Infrastructure Optimization Campaign 7 7 ECM Sub-Capabilities Web Content Management Enterprise Records Management Document Management Forms Search Enterprise Content Management Sub-Capabilities

Business Productivity Infrastructure Optimization Campaign 8 ECM Document Management

Business Productivity Infrastructure Optimization Campaign 9 Document Management Business benefits Reuse and protect knowledge assets Centralized repositories: Increased ability to predict storage requirements Facilitate structured document authoring and collaboration Enable appropriate policies: Facilitate document tracking Integrated content and business processes

Business Productivity Infrastructure Optimization Campaign 10 Document Repository Sales Asia Pacific Region EmploymentClaims Contracts Author Reviewer Author Approve from within Microsoft Office client Start workflow within Microsoft Office client Central IT Office Open XML-based document templates Structured Document Collaboration Role-based security

Business Productivity Infrastructure Optimization Campaign 11 Business Productivity Infrastructure Optimization Campaign ECM Records Management

Business Productivity Infrastructure Optimization Campaign 12 Records Management Business benefits Satisfy compliance requirements Reduce costs of retrieving information for legal discovery Reduce risk legal liability

Business Productivity Infrastructure Optimization Campaign 13 Records Repository Sales Asia Pacific Region EmploymentClaims Contracts Records Manager Configure repository as per file plan Physical assets DM/ systems Records repository template Transfers document context Capture And Categorize Business Records

Business Productivity Infrastructure Optimization Campaign 14 Declaring As Records Folder policy statement Managed folders

Business Productivity Infrastructure Optimization Campaign 15 Business Productivity Infrastructure Optimization Campaign ECM Forms Management

Business Productivity Infrastructure Optimization Campaign 16 Forms Management In ECM Business benefits Reach more users with better forms Automate forms-driven business processes Streamline business processes Easily design and develop scalable forms solutions Easily deploy and manage

Business Productivity Infrastructure Optimization Campaign 17 Reach More Users With Better Forms Via browser-enabled InfoPath forms Internet Explorer Firefox

Business Productivity Infrastructure Optimization Campaign 18 Forms Management Easily deploy and manage Centralized forms management gets information under control

Business Productivity Infrastructure Optimization Campaign 19 Business Productivity Infrastructure Optimization Campaign ECM for Web Content Management: Internet, Intranet, and Extranet

Business Productivity Infrastructure Optimization Campaign 20 Web Content Management Business benefits Effectively communicate with employees, partners, and customers Easily manage multiple, multi-lingual sites in a cost-effective manner Give business users the power to author and publish Web content in a timely manner with rich authoring capabilities Complete flexibility in controlling and separating the look and feel from content Quickly establish Web presenceUtilize brand assets more effectively

Business Productivity Infrastructure Optimization Campaign 21 Author Web Content Web Repository Library functions, policies, search In-context editing Office Word Reusable HTML Fragments PR Manager WYSIWYG Web editor Authoring Capabilities

Business Productivity Infrastructure Optimization Campaign 22 PR Director Built-in review/approval workflow Content Template Press Release Separation of content and presentation Production Server Internet Site Site variations PR Manager Publish Web Content

Business Productivity Infrastructure Optimization Campaign 23 Staging Server Press Release Internet Server Content Deployment System Quick Deploy Breaking News Page Scheduling System Press Release Active on: March 31 st 2006 Expires On: April 31 st 2006 Intranet Server PR Manager Deploy And Manage

Business Productivity Infrastructure Optimization Campaign 24 In Place Authoring And Approval Editable fields Ready to use approval workflow

Business Productivity Infrastructure Optimization Campaign 25 Business Productivity Infrastructure Optimization Campaign Search Functions in ECM: Internet, Intranet and Extranet

Business Productivity Infrastructure Optimization Campaign 26 Search In ECM Business benefits Reuse of knowledge through integrated search engine and relevant search results Search includes various file types and data sources Easily find information and people

Business Productivity Infrastructure Optimization Campaign 27 Business Productivity Infrastructure Optimization Campaign ECM Competitive Positioning

Business Productivity Infrastructure Optimization Campaign 28 What Customers Are Buying Three levels of enterprise standard Image © Doculabs Inc. $ $ Number of Likely Users in an Enterprise Highly Specialized Features Standard Features F e a t u r e S e t OpenText IBM Filenet EMC/Documentum Vignette Microsoft Oracle Overall Market Accessibility Interwoven Hummingbird HomeGrown Low Moderate to Low High to Moderate $

Business Productivity Infrastructure Optimization Campaign 29 Meridio StellentVignetteIBMOracle Infrastructure Pure Play Microsoft Key Players In This Segment = Co-opetition= Partners= Competition OpenText/Hummingbird FileNet InterwovenDocumentum

Business Productivity Infrastructure Optimization Campaign 30 Summary ECM document management Scalable document libraries and repositories Workflow and approvals Security and tracking ECM records management Ability to set up a records repository according to the organization’s file plan Multiple libraries for organizing different types of business records Creates retention policies that can be set based on the retention schedules Records can be captured from external sources like document management systems, servers, and Microsoft Outlook Ability to specify an action when the expiration date is reached which either disposes the record or starts a workflow Reduce risk of non-compliance and legal liability

Business Productivity Infrastructure Optimization Campaign 31 Summary ECM forms management Capture and validate data Web-browser enabled Templates Data connections ECM Web content management Internet and publication sites Web and Word authoring Templates Content deployment and publishing tools Search functions in ECM Integral part of portals and content management

Business Productivity Infrastructure Optimization Campaign 32 ECM Resources The learner will be able to access tools and resources to help them get started with prospecting and qualifying new business 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 33

Business Productivity Infrastructure Optimization Campaign 34 © 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.