Getting the Most Out of Microsoft. August 25, 2011

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1 Getting the Most Out of Microsoft August 25, 2011

2 About McGladrey Ranked fifth-largest assurance, tax, and business consulting provider in the U.S., for RSM McGladrey, Inc. and McGladrey & Pullen, LLP combined (Source: Accounting Today 2010 Top 100 Firms) - Nearly 90 offices in the U.S. - 7,000 employees in the U.S. Members of RSM International, one of largest global networks of independent accounting, tax, and consulting firms - Presence in 76 countries - More than 32,000 people in 736 offices Provides global resources with a single point of contact Delivering outstanding client service for over 80 years McGladrey is the brand under which RSM McGladrey, Inc. and McGladrey & Pullen, LLP serve clients business needs. The two firms operate as separate legal entities in an alternative practice structure. 1

3 Consulting Services Advise Deliver Maintain Consulting Technology Outsourcing Rapid Assessment SM Strategy Development Due Diligence Business Process Improvement System Selection Business Continuity & Disaster Recovery Project Management & Client Advocacy Cloud Computing ERP & CRM Business Intelligence Performance Management Network Design, Implementation, & Support Managed Services IT Vision Storage & Backup Server Virtualization & Desktop Deployment Unified Communications Application Development & System Integration Business Processes IT Outsourcing CIO Advisory Application Infrastructure Security Finance & Accounting Client Care Risk Advisory Services Process and Controls, IT Risk, SOX 2

4 Agenda Microsoft Online Services Office 365 Azure and InTune Dynamics ERP and CRM Microsoft Licensing Programs Next Steps Q&A 3

5 Microsoft Online Services

6 Rise of Cloud Computing Now is the time to build your cloud environment Cloud Computing 75% of IT Managers report they are currently using or evaluating Cloud Computing. -- IDC, June

7 Benefits of the Cloud TRANSITION / REDUCTION OF OPEX / CAPEX PREDICTABILITY MARKET DIFFERENTIATION ENERGY EFFICIENCY FASTER TIME-TO- MARKET MATCHING CAPACITY TO DEMAND EXTENDED PRODUCTIVITY LATEST VERSIONS 6

8 What Constitutes IT as a Service Software as a Service (SaaS) Platform as a Service (PaaS) Infrastructure as a Service (IaaS) 7

9 The Shrinking IT Stack 8

10 Microsoft IT as a Service SaaS PaaS IaaS McGladrey Dynamics IDENTITY VIRTUALIZATION MANAGEMENT DEVELOPMENT 9

11 Microsoft s Value Proposition Best Productivity Experience Across PC, Phone, and Browser The Cloud on Your Terms Online On-premise Unified Communications Business Intelligence Enterprise Content Management Collaboration Enterprise Search 10

12 Office 365

13 Office 365 Includes Flexible service offering with pay-as-you-go, as you per-user licensing Store your important documents, and share expertise using The complete Office experience with services integration in personal My Sites Union Share documents, task lists, and schedules to keep business Simplified user set-up to preconfigure services units in sync using team sites Always the latest version of the Office apps, including Office Web Apps Familiar Office user experience to access services Work effortlessly with partners and customers by creating sites to share information securely 10GB per tenant t MB per user 25GB Mailbox Outlook and Outlook Web App Anti-Virus/Anti-Spam Shared Calendars, Contacts & Tasks Mobile for most mobile devices including BlackBerry, iphone, Nokia, Windows Phone Personal archiving and compliance capabilities Instant messaging and presence PC-to-PC audio and video calling Click-to-communicate from Outlook, SharePoint, and other Office Applications Online meetings with PC-audio, video conferencing and screen sharing Single click meeting creation and join from Outlook Calendar integration with Outlook and Exchange Single user interface to purchase, administer and user with role-based access control Single sign on with on-premises Active Directory 99.9% financially backed SLA 24x7 IT Pro Support Built in geo-redundancy in regional datacenters 12

14 Office 365 Value Delivering the power of cloud productivity to businesses of all sizes, helping to save time, money and free up valued resources 13

15 Productivity Offers for All Customer Segments Windows Live + Office Home & Business Individual and Consumer Personal Use Ad funded/low cost + Office Professional Academic Academic Institutions For students, educators & staff Includes Windows Live tools for collaboration & communication Transitions to Office 365 for Education Office 365 for Small Businesses + Office Subscription Small Business Organizational Use No IT or IT Partner Low monthly subscription price Focus on simplicity Community help Office 365 for Enterprises For Any Sized Organization: SMB, MM, Corp Acct, & EPG Internal IT or IT partner required Rich set of workloads and features Range of offers by user type 24x7 phone support 14

16 Office 365 for Small Businesses and Professionals 1-25 users (max of 50 allowed) No IT needed Easy to try out Simple and easy to use Office 365 (Plan P1) $6/user/month Key Capabilities Exchange , Calendar, Contacts & Personal Archive 25 GB Mailbox ActiveSync Mobile Support SharePoint Team Sites 1 Works with Microsoft Office Financially-backed 99.9% Uptime guarantee Self-Help and Community Support Lync Rich Client Online meetings 3 Office Web Apps Simple Public Website 2 Online Access databases Desktop Sharing Multiparty IM & PC-to-PC Calling Self-Help and Community Support 15

17 When Is Office 365 for Small Businesses Not Enough? There are several scenarios where Office 365 for enterprises better meets the needs of small organizations Need active directory sync 1 Ability to sync/manage user groups 2 3 Need archiving archiving for legal compliance Need BES Blackberry Enterprise Server Growing to >50 users 4 More than 50 PC org today or tomorrow 5 24x7 Phone support Higher touch vs. community support 16

18 User Segments The Right Features for the Right Users Kiosk Worker Information Worker 17

19 For Information Workers Plan E Family 18

20 For Kiosk Workers Plan K Family Spends 5-10% or less of their time on a PC and shares a terminal with other kiosk workers Hasn t had access to a corporate mailbox in the past Examples: manufacturing line worker, retail clerk, mail couriers - Office 365 K1: high volume offer for this segment Addresses most kiosk worker scenarios, where customers want to provide light and access to a company portal Provides capability to view Office documents - Office 365 K2: Addresses kiosk workers that require information access & simple data input Includes Office Web Apps editing capabilities for an additional cost 19

21 Azure and InTune

22 Focus on your application. Not the infrastructure. What is the Windows Azure platform? Windows Azure and SQL Azure enable you to build, host and scale applications in Microsoft datacenters. They require no up-front expenses, no long term commitment, and enable you to pay only for the resources you use. 21

23 Windows Azure Scenarios Websites Fast deployment of scalable public facing websites with CMS integration and no IT management. Social Apps Social apps require a robust and scalable, development, and deployment platform. Startups Windows Azure makes it easy for startups to get a production ready solution up and running quickly, so they can focus on the things that matter. Mobile Apps Cloud services and mobile apps are a powerful combination. Azure provides scalability so you can have focus on your app. Social Games A social game can go viral overnight, so you need to be ready to handle millions of users on day one. High Performance Computing Scale based on your computing needs. SharePoint Integration Leverage SharePoint development skills to extend your implementation to the cloud. 22

24 Windows InTune: Help Manage & Secure PCs Introducing Windows InTune Simple Web-Based Administration Console HIGHLY AUTOMATED MORE MOBILITY END USER PRODUCTIVITY - Protect PCs from malware - Manage updates - Proactively monitor PCs - Provide remote assistance - Inventory hardware and software - Set security policies Enable a Mobile Workforce - Users can be managed from the office, branch office, or on the road - IT and partners can work from anywhere e too 23

25 Dynamics ERP and CRM

26 Microsoft Dynamics ERP & CRM Simple to learn and use Adapt to today s and tomorrow s business needs Drives Value 25

27 Microsoft ERP/CRM Solutions by McGladrey 26

28 Dynamics ERP & CRM in the Cloud Dynamics GP Dynamics SL Dynamics CRM Dynamics AX 27

29 Microsoft Dynamics GP Enhance Insight Makes It Easier Extend Connections Delivers Role-Tailored Til Increases Productivity Insight Automates Business Streamlines Access to Processes Information Simplifies Personalization Enables Advanced BI Capabilities Builds Better Relationships Connects People and Systems More Visibility Less Effort More Collaboration

30 Dynamics GP Strengths Deep out of the box functionality Robust financial and operational capabilities including: - Business Intelligence - Reporting - Budgeting - Forecasting Advanced Integration with Microsoft Office Works well for many types of businesses 29

31 Dynamics AX Manufacturing Project Accounting Distribution Enterprise Portal Human Resource Management Financial Management Customer Relationship Management Supply Chain Management Business Analysis

32 Dynamics AX Strengths Strong Verticals - Manufacturing - Public Sector Scalable Client Server Architecture Flexible User Interface Object Oriented Design Philosophy Deep Integration Capabilities Web Applications Framework Multi-national capabilities 31

33 Dynamics SL Automate and streamline operations Manage projects across company divisions and locations Meet customers requirements Multi-company Accounting Finance Materials & Inventory Project Management Business Analytics and Reporting System Tools, Integration, Development and Customization Field Service Sales 32

34 Dynamics SL Strengths Strong functionality for Project Driven businesses - Government Contractors - Professional Services Firms Automates operational processes for greater efficiency Connects with Microsoft Office Project Provides insight across the organization 33

35 Dynamics CRM Fits Your People The right user experience for every user role Fits Your Business Configures quickly to meet your specific needs Fits Your Environment Deploys quickly and integrates existing assets

36 Dynamics CRM Strengths Effectively manages the customer lifecycle from marketing to sales to service Out of the box functionality yet highly customizable/adaptable Various methods of deployment - Outlook - Mobile - Browser - Cloud 35

37 Microsoft Dynamics CRM Online INSTANT ONLINE ACCESS FAMILIAR EXPERIENCE BETTER VALUE Rapid Deployment Accessible Anywhere Try Before You Buy Easy to Learn & Use Browser, Outlook or Phone Get More for Less Low Up-Front Cost Real-Time Sales Insight Get Data On-the-Go Managed by Microsoft Increased Productivity 99.9% Uptime SLA $ Full Functionality of Microsoft Dynamics CRM: Sales, Marketing, Service, Workflow, and Business Intelligence All New Microsoft Dynamics CRM 2011 Features Have Cloud Symmetry: Server- Side Code, SRS Reports, Data Migration, Web Portals

38 Microsoft Licensing Programs

39 Why is licensing so important? On average 29% of IT budget is software related Non-compliance can be very costly 38

40 The State of Licensing Microsoft software can be to 50% of software budget Most companies cloud reduce software maintenance costs by 5% just by identifying surplus licenses 20% of software costs are attributed to shelf ware * Virtualization has created server sprawl either untaxed or taxed Generally permit 10% error rate on licensing *Gartner Research 39

41 Software Assurance (SA) You pay 29% of current license price annually for 3 years - leads to 13% discount if upgrade is available within agreement term. No guarantee that major release will be available. 90 day ygrace period to purchase SA. Benefits - Stay current with new products - Home use rights - Online training - Cold backup usage - Spread payments - 24x7 support 40

42 Original Equipment Manufacturer (OEM) Comes preinstalled with new purchase from manufacturer - Dell - HP - Lenovo - etc. Lives and dies with original equipment Support provided by Manufacturer not Microsoft PC cannot be imaged 41

43 Full Packed Product (FPP); Retail Boxed version of the product Generally most expensive version of product License can be transferred between PCs License key cannot be reused Electronic license available to download 42

44 Volume Licensing Programs Small (5-200) Medium (250+) Enterprise (250+) Microsoft Online Subscription Designed for Microsoft cloud products. Buy direct through online portal. X Open License Entry level pay as you go program. SA not required. Cannot add Online Services X Open Value Standardize platform. Pay over 3 years includes SA. X X Open Value Lowest upfront investment. Non-perpetual license based on # Subscription of PCs. Includes SA. Adjust counts annually X X Select Plus High volume licensing based on point system. SA is optional. Business units can license independently. Agreement never expires. X X Enterprise Agreement High volume licensing based on # of PCs (250<). 3 year agreement. Includes SA. X X Enterprise Agreement Subscription Non perpetual, high volume licensing based on # of PCs (250<). 3 year agreement. Includes SA. X 43

45 Microsoft Desktop Platforms Standardize Windows 7 Office 2010 Pro CAL Suite Enterprise Desktop Platform X X Exchange, Forefront Suite, SharePoint, Lync, Windows Server, System Center Suite Professional Desktop Platform X X Exchange, Forefront Protection, Lync, System Center Windows Server Small Business Desktop Platform (up to 75 users) X X Small business CALs 44

46 Best Practices Have a technical roadmap before buying licenses Standardize on a platform; more bang for you buck Don t always rely on VARs and LARs for information Monitor, meter, and adjust Understand the ROI of SA Look for Microsoft Online alternatives Treat it as a negotiation especially Select and Enterprise Agreements 45

47 Next Steps Dynamics in the Cloud Office 365 Jumpstart Licensing Evaluation Cloud Computing Rapid idassessment SM 46

48 Cloud Computing Rapid Assessment SM 47

49 Questions For more information, please contact: Michele Juliana September Microsoft Dynamics Summit (Malvern PA) September Microsoft Dynamics Summit (Boston MA) 48

50 RSM McGladrey, Inc.

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