Agenda: BPIO Partner Sales Readiness Workshop Day 3: Topic: Enterprise

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. Time Module Description 8:00 a.m. – 8:30 a.m. Breakfast and networking The Microsoft vision for ECM and the possible 8:30 a.m. – 9:00 a.m. 13 – ECM Opportunity solutions in ECM (OSSD, Case Studies, Personal Experience) The new/better features and capabilities of ECM in 9:00 a.m. – 9:45 a.m. 14 – What’s New in 2007 2007 and the competitive differentiators of ECM in 2007. 15 – Scenario-Based Demo 9:45 a.m. – 10:15 a.m. and Business Case 10:15 a.m. – 10:30 a.m. Break Standardized to Rationalized view for each subcapability 10:30 a.m. – 11:30 a.m. 16 – BPIO Model in ECM with screen shots of the sub-capabilities under each BPIO view for ECM. The solution and services opportunities for ECM, guidance on how to build a practice, where to 11:30 a.m. – 12:00 p.m. 17 – Partner Opportunities find/drive opportunities (OSSD, MSPP) and a list of current OSSD scenarios available. 12:00 p.m. – 1:00 p.m. Lunch Break Class walks through business case for ECM and 18 – Hands-on Learning (ECM 1:00 p.m. – 4:30 p.m. applies CES methodology (Solution Briefing and Business Productivity Infrastructure Optimization Campaign 1 Business Case) Architecture Design Session) to the business case.

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

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

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

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 5

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; Business Productivity Infrastructure Optimization Campaign By implementing a secure document lifecycle management system, organizations can search across repositories of information while simultaneously managing document user rights 6

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

The Need For A Records Management Solution Compliance Officer New Sales Person Audit Customer Sales Person Business Productivity Infrastructure Optimization Campaign Challenges Records Management 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 8

ERM Business Case Solution Description Compliance Officer Audit New Sales Person Customer Sales Person Business Productivity Infrastructure Optimization Campaign Benefits of an Electronic Records Management Solution 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. 9

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 12 12

ECM Resources Preparing for Competitive Selling Opportunities – Foundation Level – English https://training.partner.microsoft.com/plc/ confirmation.aspx? publisher 3&courseid 1456 ECM – A Microsoft White Paper http://www.microsoft.com/office/preview/ ecmwhitepaper.mspx Microsoft Office system Solutions Directory http://www.iwsolve.com/ The Solution Showcase for Microsoft Office system http://partner.microsoft.com/iwshowcase/ http://www.microsoft.com/office/showcase/ Business Productivity Infrastructure Optimization Campaign 13

Business Productivity Infrastructure Optimization Campaign 14

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. Business Productivity Infrastructure Optimization Campaign 15