1. Presentation Guidelines This Slide Won’t Be Delivered This presentation is intended for partners actively participating in Office “12” early adoption programs such as TAP, RDP and Beta 1. This presentation is designed as a customer recruitment tool providing a high level overview of Office “12”, a detailed study guide is available through Beta Place and must be reviewed before presenting this content. Target audience: Business Decision Maker (BDM) / Technical Decision Maker (TDM). Not suitable for IT Pros as the presentation does not contain technical talking points. Highlights future investment areas only. Dates and features are subject to change. A Study Guide is available to help you learn this material.

3. Proposed Agenda Office System Timeline New World of Work Office “12” Investment Areas Discussion

4. Caveats This is a view into Office investment areas Dates and capabilities are subject to change Screen shots are prototypes only Disclaimer This presentation contains preliminary information that may be changed substantially prior to final commercial release of the software described herein. The information contained in this presentation represents the current view of Microsoft Corporation on the issues discussed as of the date of the 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 presented after the date of the presentation. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this presentation. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this information does not give you any license to these patents, trademarks, copyrights, or other intellectual property. © 2005 Microsoft Corporation. All rights reserved.

5. Office System Timeline October 2003 Office System May 2004 Office 12 Pillars Q4 CY 2005 Tech Beta ~$700M annual R&D investment across Office programs, servers, and services Driven by customer, partner and analyst feedback Enterprise focus with emphasis on empowering the individual Long-term commitment to investment areas Requirements for client programs: Windows XP SP1 or later Requirements for servers: Windows Server 2003, SQL 2000 or later Q4 CY 2006 Public Availability

6. Global, Information-based Economy People Drive Business Success

7. Enterprise Content Management Make it simple to author and manage content and documents Collaboration Keep co-workers, partners and customers in sync Office System Investments To Meet The Organizational Needs For The New World Of Work Knowledge Discovery and Insight Make the right information available to more people Personal Productivity Increase employee self-sufficiency and effectiveness Fundamentals Make it more secure, manageable and reliable Information Worker Solutions Build client and web-based applications with workflow and line-of-business interoperability

8. Personal Productivity Feedback and trends Increasing pace of business Greater demands on individuals Information fatigue Untapped employee potential Microsoft Office System Future Direction Increase employee self-sufficiency and effectiveness with integrated, easy-to-use tools and modern work products Advanced e-mail management Introduction of Microsoft Office OneNote Advances in 2003

9. Personal Productivity Increase Employee Self-sufficiency And Effectiveness Consulting customer data and product information while on a sales visit Building a complex and compelling proposal for a new business opportunity Managing your work more effectively through one view of time and tasks Accessing best practices and resources from experts Scenario Examples Create high impact documents Faster authoring with pre-built layouts Fast, professional charting and diagramming Fixed file formats – PDF and XPS Work while mobile SharePoint site information available offline via Outlook or Groove Easier extranet access to team and My Sites Manage information, time, and work Task management system Rapid search across e-mail and documents Calendar sharing and integration Make work easier Results-oriented user interface Office Online communities and resources Online learning and help continuously improved based on user feedback

10. Personal Productivity Results-oriented User Interface Feedback and Trends Office applications are too hard to master Requests for features already in the applications More commands (10X over last 17 years) Menus-based interface no longer optimal Office User Interface Design Goal Make it easier for people to find and confidently use the appropriate features they need to get the results they want. Outlook reading pane Expanded use of task panes Office Online integration & Content Watson Advances in 2003

11. Results-Oriented UI Make it easier for people to find and use features Increased focus on what users want to achieve rather than time wasted figuring out how to use the program Increased confidence and proficiency in using Office programs along with reduced help desk calls. Users find it easier to discover new features and spend less time searching for commands Benefits Results-oriented Design UI redesigned around achieving results Features are organized by user task Galleries present selection of “results” Making features easier to find Menus and Toolbars replaced with “Ribbon” Tabs organize features according to activity Contextual Tabs reveal specialized features when they are needed Making features easier to use Galleries reduce need to “operate” dialog boxes “Live Preview” shows changes prior to use Enhanced Tooltips include graphics and guidance on feature usage

12. Results-Oriented UI Making it easier to find commands Confidential – Microsoft Corporation Prototype only Clean, uncluttered workspace “Ribbon” replaces menus and toolbars Command Tabs organized by activity

13. Results-Oriented UI Making it easier to find commands Confidential – Microsoft Corporation Prototype only Contextual Tab presents specialized features when needed

14. Results-Oriented UI Making it easier to use features Confidential – Microsoft Corporation Prototype only “Gallery presents user with a selection of desired outcomes

15. Results-Oriented UI Better results faster Confidential – Microsoft Corporation Prototype only New graphics engine + new UI make great looking charts easy for everyone Tabs are specific to activities done in each program

16. Results-Oriented UI Aids to user transition – managing change Understanding impact early and optimizing design Customer Experience Improvement program data analysis Usability Labs Beta and Technology Adoption Program Feedback Providing education and training Contextual help – Enhanced Tool Tips Office Online – Interactive training E-learning for enterprise customers Specialized IT training materials Supporting customer and partner solutions Existing add-ins supported New model has more options to extend the UI

17. Enterprise Content Management Feedback and trends Exponential growth in electronic content Corporate compliance, regulation and governance Protect information and intellectual property Existing solutions expensive and difficult to use Microsoft Office System Future Direction Manage the entire lifecycle of a wide range of content on a unified platform which is easy to use and administer Create and access Document Libraries from within Office programs Support for Information Rights Management Advances in 2003

18. Enterprise Content Management Manage entire content lifecycle with easy to use tools Collaborative creation and approval of an equity research report with expiration policy and web publishing Developers can create an application to support a claims processing application Users create a new Word document from a central repository and access the associated metadata, workflow and policies Scenario Examples Integrated capabilities for entire lifecycle From content creation to expiration Manages documents, records, web content etc. Supported by powerful search and workflow Designed for Broad Adoption Unified architecture built on next ver. WSS Deep integration with Microsoft Office Common IT tools for deployment/administration Extensible and Interoperable Support for XML, SOAP, SMTP and web services Well defined API/OM for repository integration Integration with FrontPage and Visual Studio

19. Microsoft Office Open XML Formats New XML file formats for Word, Excel and PowerPoint New formats will be the default file formats New file type extensions Patches for Office 2000, XP and 2003 to open, edit and save Open, transparent XML format Benefits Dramatic file size improvements 75% reduction in file size on average Helps keep private information private Detect and remove sensitive information Better format structure for solutions Increased document confidence Easily scanned for specific content No VBA code in documents by default; optional macro-enabled version

20. Collaboration Feedback and trends Heterogeneous communications Geographically dispersed teams Multiple information repositories Difficult knowledge transfer Microsoft Office System Future Direction Enable richer communication and more efficient information sharing to keep coworkers, customers and partners in sync Self-service team collaboration sites and workspaces Live Meeting and Live Communications Server introduced Advances in 2003

21. Collaboration Keep Co-workers, Partners And Customers In Sync Resolving customer service calls effectively via instant connection with experts Getting new project team members up to speed quickly Collaborating and sharing information with a professional services firm Circulating team documents for review and input Scenario Examples Integrate communications Integrated experience for telephony, web conferencing, presence and instant messaging Single inbox for e-mail and voice mail Extend collaborative workspaces Easy provisioning of team site extranets Ad hoc, mobile, cross-org workspaces - Groove Shared note-taking for group collaboration Find relevant people and information Search extends to people and workspaces Meeting recording, content organization and post-meeting archiving and search Enhance people-driven processes Configurable workflows to coordinate workgroup processes Streamlined data gathering from partners Upgrade workspaces to Project Server

22. Knowledge Discovery And Insight Feedback and trends Difficult to find corporate information and experts Key performance indicators to align business execution Disconnected: BI tools and how people actually work Desire to get more out of data warehouse investments Microsoft Office System Future Direction Make business data, project information and expertise available to more people Broad search in SharePoint Portal Server Advanced project management in Project Server Research pane integration Advances in 2003

23. Knowledge Discovery And Insight Make The Right Information Available To More People Share spreadsheet results with customers and partners without revealing confidential business logic Discovering information and expertise across the organization via content typing and relationships Retrieve and analyze business information with high-impact results Scenario Examples Protect and share one version of the truth More secure spreadsheet access with server- based calculation and browser-based access Web Service access to spreadsheets Centralized management of business reports, spreadsheets, and data sources Develop deeper insight from data Enhanced data exploration, analysis and visualization tools in Excel and Visio Dashboards, KPIs and BI Web Parts Integration with SQL Server 2005 analysis and reporting capabilities Find experts and critical information Search websites, file shares, and local PCs Unlock content in SAP and custom repositories Instantly find people with valuable expertise

24. Knowledge Discovery and Insight Microsoft Office Business Scorecard Manager 2005 Deep contextual insight Immediate access to analysis and unstructured data Drill down through KPIs for deeper transactional insight End user empowerment Scorecard authoring and editing tool Reduce reliance on IT for changes and customization Perform group analysis Work as a team to analyze issues Add annotations and alerts to scorecards Tight integration with Microsoft collaboration platform Extensibility Add custom data to dashboards Integrate into LOB applications Extend through SharePoint Web Parts Scorecard Charting and Analysis Reports

25. Information Worker Solutions Feedback and trends Consolidation of server investments Re-engineering of paper-based processes Increased business unit demands on IT for applications Demand for a standards-based platform Microsoft Office System Future Direction Make it easier to provide self-service and electronic forms applications with integrated workflow that leverages familiar Office programs Electronic forms through InfoPath Support for XML file formats Web Parts and Web Part pages Advances in 2003

26. Information Worker Solutions Build Client And Web-based Applications With Workflow And Line-of-business Interoperability Building a self-service human resources website easily Extending tracking applications to manage help desk cases through a portal solution Capturing information to order parts and track warranties for field service Scenario Examples Unified services-based architecture Integrated portal, collaboration and content management services built on ASP.NET 2.0 Flexible human workflow services that integrate with application workflow in BizTalk Integration with business systems Open XML file formats Business Data Catalog Pre-built SAP web parts and integration Rapid development tools Extensible tracking applications out-of-the-box Stable of templates, forms and web parts Rapid development environment for both rich client and web-based forms solutions Richer Visual Studio & FrontPage development

27. Information Worker Solutions Extending The Reach Of Forms Web-enabled InfoPath forms Zero client footprint required Great user experience with browser e-forms Minimal round-trips Local validation and formatting Supporting intranet, extranet and internet topologies Built on the WSS platform using ASP.NET “Design once” for rich and reach e-forms Cross-browser and cross-platform support IE, Netscape, Firefox, Mozilla, Safari Windows, Mac OSX, Unix, Linux InfoPath form in Outlook InfoPath form in browser

28. Fundamentals Feedback and trends Evolving security threats Concerns about privacy Inconsistent patching experience Multi-language deployment needs Microsoft Office System Future Direction Make Microsoft Office products more secure, reliable and easier to deploy Blocking download of linked external content in e-mail Customer experience improvement program Advances in 2003

29. Fundamentals Make It More Secure, Reliable And Easier To Deploy Manage privacy and security settings more easily Deploy Office 12 on Windows XP One way to customize settings and deploy patches Use automated reporting to improve quality and proactive help Scenario examples Secure by design, default, deployment Reduced security threat surface area One place for privacy and security settings Simplified prompts and warnings Simplified patching and deployment Consistent experience for patching and customization with Office customization tool Office migration tool Operating system support Client products: Windows XP SP1 or Windows Vista Servers: Windows Server 2003, SQL 2000 64-bit support (timing TBD) Improving quality and reliability Proactive support Improved responsiveness and crash recovery

30. Enterprise Content Management Make it simple to author and manage content and documents Collaboration Keep co-workers, partners and customers in sync Office System Investments To Meet The Organizational Needs For The New World Of Work Knowledge Discovery and Insight Make the right information available to more people Personal Productivity Increase employee self-sufficiency and effectiveness Fundamentals Make it more secure, manageable and reliable Information Worker Solutions Build client and web-based applications with workflow and line-of-business interoperability

31. Feedback And Questions

32. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.