Getting the Most Out of MicrosoftAugust 25, 2011

About McGladrey

Ranked fifth-largest assurance, tax, and business consulting provider in the U.S., for RSM McGladrey, Inc. and McGladrey y, y& Pullen, LLP combined (Source: Accounting Today 2010 Top 100 Firms)

- Nearly 90 offices in the U.S.7 000 l i th U S- 7,000 employees in the U.S.

Members of RSM International, one of largest global networks of independent accounting tax and consulting firmsaccounting, tax, and consulting firms

- Presence in 76 countries- More than 32,000 people in 736 offices

Provides global resources with a singleProvides global resources with a single point of contact Delivering outstanding client service for over 80 yearsover 80 yearsMcGladrey 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.

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Consulting Services

Deliver MaintainAdvise

Consulting

Rapid AssessmentSM

Outsourcing

Business Processes

Technology

Cloud Computing

Deliver MaintainAdvise

Strategy Development Due Diligence Business Process

Improvement System Selection Business Continuity &

IT Outsourcing CIO Advisory Application Infrastructure Security Finance & Accounting

ERP & CRM Business Intelligence Performance Management Network Design, Implementation, & Support Managed Services – IT Vision Storage & Backupy

Disaster Recovery Project Management &

Client Advocacy

g Client Care

g p Server Virtualization & Desktop Deployment Unified Communications Application Development & System Integration

Risk Advisory Services Process and Controls, IT Risk, SOX

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Agenda

Microsoft Online Services Office 365 Azure and InTune Dynamics ERP and CRMDynamics ERP and CRM Microsoft Licensing Programs Next Steps

Q&A Q&A

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Microsoft Online ServicesMicrosoft Online Services

Rise of Cloud Computing

Now is the time to build your cloud environment

Cloud Computing

75% of IT Managers report they are currently

i l tiusing or evaluating Cloud Computing.

-- IDC, June 2010

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Benefits of the Cloud

PREDICTABILITY MARKET DIFFERENTIATION

ENERGY EFFICIENCY

TRANSITION / REDUCTION OF DIFFERENTIATION EFFICIENCYOPEX / CAPEX

LATEST VERSIONSEXTENDED PRODUCTIVITY

MATCHING CAPACITY TO

DEMAND

FASTER TIME-TO-MARKET

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What Constitutes “IT as a Service”

Software as a Service (SaaS)

Platform as a Service (PaaS)

Infrastructure as a Service (IaaS)

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The Shrinking IT Stack

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Microsoft IT as a Service

SaaS PaaS IaaS

IDENTITYIDENTITY

McGladrey Dynamics

IDENTITYIDENTITY

VIRTUALIZATIONVIRTUALIZATION

MANAGEMENTMANAGEMENT

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DEVELOPMENTDEVELOPMENT

Microsoft’s Value Proposition

Best Productivity Experience The Cloud on Your TermsAcross PC, Phone, and Browser

Online

On-premise

Business Intelligence

Enterprise Content Management Collaboration Enterprise SearchUnified

Communications

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Office 365Office 365

Office 365 Includes

• Flexible service offering with pay as you go per user licensing • Store your important documents and share expertise using• Flexible service offering with pay-as-you-go, per-user licensing• The complete Office experience with services integration in

Union • Simplified user set-up to preconfigure services• Always the latest version of the Office apps,

including Office Web AppsF ili Offi i t i

• Store your important documents, and share expertise using personal My Sites

• Share documents, task lists, and schedules to keep business units in sync using team sites

• Work effortlessly with partners and customers by creating sites to share information securely 10GB t t + 500 MB• Familiar Office user experience to access services

• 25GB Mailbox • Instant messaging and presence

• 10GB per tenant + 500 MB per user

• 25GB Mailbox• Outlook and Outlook Web App• Anti-Virus/Anti-Spam• Shared Calendars, Contacts & Tasks• Mobile email for most mobile devices including

BlackBerry, iPhone, Nokia, Windows Phone• Personal email archiving and compliance capabilities

• 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• Personal email archiving and compliance capabilities g g j• Calendar integration with Outlook and Exchange

• Single user interface to purchase, administer and user with role-based access control

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• Single sign on with on-premises Active Directory• 99.9% financially backed SLA• 24x7 IT Pro Support• Built in geo-redundancy in regional datacenters

Office 365 Value

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

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Productivity Offers for All Customer Segments

Windows Live + Office Home & Business Live@edu + Office Professional AcademicWindows Live Office Home & Business

• Individual and Consumer• Personal Use• Ad funded/low cost

Live@edu 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 Office 365 for Enterprises

• Transitions to Office 365 for Education

Subscription

• Small Business• Organizational Use• No IT or IT Partner

Lo monthl s bscription price

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• Low monthly subscription price• Focus on simplicity• Community help

and features• Range of offers by user type• 24x7 phone support

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Office 365 for Small Businesses and Professionals

1 25 ( f 50 ll d)Key Capabilities

E h E il C l d 1-25 users (max of 50 allowed) No IT needed Easy to try out Simple and easy to use

Exchange Email, Calendar, Contacts & Personal Archive

25 GB Mailbox ActiveSync Mobile Support

Sh P i t T Sit 1

Office 365(Plan P1)

Works with Microsoft Office Financially-backed 99.9%

Uptime guarantee Self-Help and Community

SharePoint Team Sites1

Office Web Apps Simple Public Website2

Online Access databases

(Plan P1)$6/user/month

Support Lync Rich Client Online meetings3

Desktop Sharing Multiparty IM & PC-to-PC Calling Self-Help and Community Support

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When Is Office 365 for Small Businesses Not Enough?g

There are several scenarios where Office 365 for enterprises better meets the needs of small organizations

1• Need active directory sync• Ability to sync/manage user groups1 • Ability to sync/manage user groups

2• Need archiving• Email archiving for legal compliance

3• Need BES• Blackberry Enterprise Server

4• Growing to >50 users• More than 50 PC org today or tomorrow4 More than 50 PC org today or tomorrow

5• 24x7 Phone support• Higher touch vs. community support

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User Segments – The Right Features for the Right Usersg

Kiosk Worker Information Worker

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For Information Workers – Plan E Family

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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 p g , ,

- Office 365 K1: high volume offer for this segment• Addresses most kiosk worker scenarios, where customers want to provide light email 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

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Azure and InTuneAzure and InTune

Focus on your application. Not the infrastructure.

What is the Windows Azure platform?Windows Azure and SQL Azure enable you to build host and scaleWindows 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 usethe resources you use.

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Windows Azure Scenarios

WebsitesFast deployment of scalable public facing websites with CMS

Mobile AppsCloud services and mobile apps are a powerful combination Azurefacing websites with CMS

integration and no IT management.

Social Apps

are a powerful combination. Azure provides scalability so you can have focus on your app.

Social GamesSocial apps require a robust and scalable, development, and deployment platform.

A social game can go viral overnight, so you need to be ready to handle millions of users on day one.

StartupsWindows Azure makes it easy for startups to get a production ready solution up and running quickly, so

High Performance ComputingScale based on your computing needs.

they can focus on the things that matter.

SharePoint IntegrationLeverage SharePoint development skills to extend your

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skills to extend your implementation to the cloud.

Windows InTune: Help Manage & Secure PCs

Introducing Windows InTune

Simple Web-Based Administration Console- Protect PCs from malware

MORE MOBILITYHIGHLY

AUTOMATEDEND USER

PRODUCTIVITY

- Manage updates- Proactively monitor PCs- Provide remote assistance- Inventory hardware and software- Set security policies

E bl M bil W kf Enable a Mobile Workforce- Users can be managed from the office, branch

office, or on the road- IT and partners can work from anywhere tooa d pa e s ca o o a y e e oo

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Dynamics ERP and CRM

Microsoft Dynamics ERP & CRM

Simple to learn and

use

Drives Adapt to

today’s and tomorrow’s Valuetomorrow s business

needs

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Microsoft ERP/CRM Solutions by McGladrey

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Dynamics ERP & CRM in the Cloud

Dynamics GP Dynamics SL

Dynamics CRM Dynamics AXy y

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Microsoft Dynamics GP

Enhance Insight Makes It Easier Extend Connections

D li R l T il d • Increases Productivity • Builds Better Relationships

Enhance Insight Makes It Easier Extend Connections

• Delivers Role-Tailored Insight

• Streamlines Access to Information

• Enables Advanced BI

• Increases Productivity• Automates Business

Processes• Simplifies Personalization

p• Connects People and

Systems

Capabilities

Less EffortMore Visibility More Collaboration

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

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Dynamics AX

Manufacturing Project Accounting Distribution

Enterprise Portal Human ResourceManagement

FinancialManagement

Customer R l ti hi Supply Chain B i A l iRelationship Management

Supply ChainManagement Business Analysis

Dynamics AX Strengths

Strong Verticals- Manufacturing- Public Sector

Scalable Client Server Architecture Flexible User Interface Object Oriented Design Philosophy Deep Integration CapabilitiesDeep Integration Capabilities Web Applications Framework Multi-national capabilities

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Dynamics SL

Automate and streamline operations

Manage projects across company divisions and

Multi-company Accounting

Finance

locations Meet customers’

requirements Materials& Inventory

System Tools, Integration,

Development and Customization

Business Analytics and Reporting

& e to y

Project Management

SalesField Service

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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

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Dynamics CRM

Fits Your PeopleFits Your People

The right user experience for every user role

Fits Your Business

Configures quickly to meet your specific needsConfigures quickly to meet your specific needs

Fits Your Environment

Deploys quickly and integrates existing assets

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 deploymentp y

- Outlook- Mobile- Browser- Cloud

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Microsoft Dynamics CRM Online

FAMILIAR EXPERIENCEINSTANT ONLINE ACCESS BETTER VALUE

• Easy to Learn & Use

• Browser, Outlook or Phone

G t D t O th G

• Rapid Deployment

• Accessible Anywhere

• Try Before You Buy

R l Ti S l I i ht

• Get More for Less

• Low Up-Front Cost

M d b Mi ft• Get Data On-the-Go

• Increased Productivity

• Real-Time Sales Insight • Managed by Microsoft

• 99.9% Uptime SLA

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Full Functionality of Microsoft Dynamics CRM: Sales, Marketing, Service, Workflow, and Business Intelligence

All New Microsoft Dynamics CRM 2011 Features Have Cloud Symmetry: Server-All New Microsoft Dynamics CRM 2011 Features Have Cloud Symmetry: ServerSide Code, SRS Reports, Data Migration, Web Portals

Microsoft Licensing ProgramsMicrosoft Licensing Programs

Why is licensing so important?

On average 29% of IT budget is software related

Non-compliance can be very costly

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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 licensingGenerally permit 10% error rate on licensing

39*Gartner Research

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 grace period to purchase SA.y g p p Benefits

- Stay current with new products- Home use rightsg- Online training- Cold backup usage- Spread payments- 24x7 support

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Original Equipment Manufacturer (OEM)

Comes preinstalled with new purchase from manufacturer- Dell- HP- Lenovo

t- etc.

Lives and dies with original equipment Support provided by Manufacturer not Microsoft PC cannot be imaged

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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 reusedLicense key cannot be reused Electronic license available to download

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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 Xadd Online Services

Open Value Standardize platform. Pay over 3 years includes SA. X X

Open Value Lowest upfront investment. Non-perpetual license based on # X XOpen Value Subscription

Lowest upfront investment. Non perpetual license based on # of PCs. Includes SA. Adjust counts annually X X

Select PlusHigh 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

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Microsoft Desktop Platforms – Standardize

Windows 7 Office 2010 Pro CAL Suite

Enterprise Desktop Platform X XExchange, Forefront Suite, SharePoint, Lync, Windows Server, System Center Suite

Professional Desktop Platform X X

Exchange, ForefrontProtection, Lync, System Center Windows Server

Small Business Desktop Platform (up to 75 users) X X Small business CALs

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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 adjustMonitor, meter, and adjust Understand the ROI of SA Look for Microsoft Online alternatives

T t it ti ti i ll S l t d E t i Treat it as a negotiation especially Select and Enterprise Agreements

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Next Steps

Dynamics in the Cloud

Office 365 Jumpstart

Licensing Evaluation

Cl d C ti R id A tSM Cloud Computing Rapid AssessmentSM

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Cloud Computing Rapid AssessmentSM

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Questions

For more information, please contact:Michele Juliana856.722.6221michele.juliana@mcgladrey.com

September Microsoft Dynamics Summit (Malvern PA)September Microsoft Dynamics Summit (Boston MA)www.mcgladrey.com/emergingtechseries

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RSM McGladrey, Inc.

www.mcgladrey.com