how pih is using office 365 to improve global collaboration
TRANSCRIPT
How Partners In Health Is Using the Microsoft Cloud to
Improve Global Health
facebook.com/perficient twitter.com/Perficient_MSFTlinkedin.com/company/perficient
2
Perficient is a leading information
technology consulting firm serving clients
throughout North America.
We help clients implement business-driven
technology solutions that integrate business
processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise
to better respond to new business opportunities.
ABOUT PERFICIENT
3
PERFICIENT PROFILEFounded in 1997
Public, NASDAQ: PRFT
2014 projected revenue ~$454 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Southern California, St. Louis, Toronto
Global delivery centers in China and India
>2,600 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards
4
INDUSTRIES Healthcare
Financial Services
Life Sciences
Consumer Markets
Automotive & Transportation
High Tech
Telecom
Energy & Utilities
Manufacturing
Media & Entertainment
PORTALPortal Frameworks
SearchSecurityWeb AnalyticsWeb Content Management
Social & CollaborationMobilityExperience Design
INTEGRATIONIntegration Frameworks
Cloud ArchitectureReference Architecture
Application IntegrationEnterprise Application IntegrationService Oriented Architecture
Process & Content IntegrationBusiness Process ManagementComplex Event ProcessingRules Engines
DATA & CONTENTBusiness Analytics
Business IntelligencePredictive AnalyticsReporting
Structured Data ManagementData Integration, Quality & GovernanceEnterprise Data WarehouseMaster Data ManagementProduct & Information Management
Unstructured Data ManagementBig DataContent IntelligenceContent Management
Enterprise Search
CUSTOMER EXPERIENCECustomer 360
Multi Channel EnablementRelationship ManagementSocial Engagement
CommerceMarketing Strategy ImplementationOrder ManagementSupply Chain ManagementService & SupportManaged Hosting
Sales & Service SupportCustomer Service, Sales Force Automation
Experience DesignStrategic Roadmaps & Envision Workshops User Research & Metrics AnalysisCreative & Interaction DesignCustom & Responsive UI Development
Digital MarketingSearch Engine MarketingOnline AdvertisingContent StrategyConversion Optimization
Management Consulting
BUSINESS OPERATIONSCorporate Performance Management
Budgeting, Forecasting & PlanningBusiness Analysis & Predictive Analytics
Enterprise Business SolutionsOracle EBSVertex Tax Solutions
Human Resource SolutionsEmployee Portals Human Resource ManagementTalent Management
Enterprise Social PlatformsSocial StrategyLync Unified CommunicationsOffice 365
Management Consulting
OUR SOLUTIONS PORTFOLIO
6
PRESENTERS
Kent Larson, Perficient
Director, Microsoft Practice
Dave Mayo, Partners In Health
Chief Information Officer
David Chapman, Perficient
Director, Change Management
8
Partners In Health – Our Mission
• Our mission is to provide a preferential option for the poor in health care. By establishing long-term relationships with sister organizations based in settings of poverty, Partners In Health strives to achieve two overarching goals: to bring the benefits of modern medical science to those most in need of them and to serve as an antidote to despair.
• We draw on the resources of the world’s leading medical and academic institutions and on the lived experience of the world’s poorest and sickest communities. At its root, our mission is both medical and moral. It is based on solidarity, rather than charity alone.
10
Partners In Health: Haiti
Rebuilding Stronger
Devastation and Destruction in Port-au-Prince, Haiti following the Earthquake, January 2010
Source: Boston.com
Construction of a state-of-the-art, 300 bed, public teaching hospital, which opened March of 2013
Source: Inhabitat.com
11
Partners In Health
“Technology allows
Partners In Health to
deliver first world
healthcare to the most
remote regions of the
world.”
13
Moving to the Cloud: Project ApproachStarting the O365 Migration Project
Project Team
Existing Exchange environment
Exchange and SharePoint Online in parallel?
14
Office 365 Infrastructure
End User Authentication
• Considered Active Directory
Federations Services (ADFS)
• PIH users not domain joined
• Chose Directory Synchronization
Services (DirSync) with password
sync
Directory Synchronization
• Active Directory schema extension
• Synchronizing users, groups and
recipient objects
• User Principal Names
Exchange Hybrid
• Free/busy calendar sharing
• Exchange Management Console
• Familiar Exchange management
tools
• Outlook / Outlook Web App
• MailTips, OOF
16
Moving to the Cloud – Technical Architecture
Exchange 2013 Hybrid
Email UserOWA, ActiveSync, Outlook Anywhere
Internet
Office 365
On Premises
End User Connectivity
Domain Controller 3 Domain Controller 4 DirSync Server Mgmt Server
Azure
Domain Controller 1 Domain Controller 2
Locating the Infrastructure
O365 Directory Synchronization Server
– deployed in Azure
End User and O365 Management Server
– deployed in Azure
Domain Controllers
– deployed in Azure & on premises
Exchange Hybrid Server
– deployed on premises
1717
O365 Deployment / MigrationO365 Infrastructure Deployment
Pilot Mailbox Migrations
- One for US affiliate users
- One for international users
US Production Mailbox Migration
- North America
- Rwanda
- Lesotho
- Haiti
- Russia
- Kazakhstan
- Mexico
- Peru
- Malawi
International Production Mailbox
Migrations
Inception ConstructionElaboration Transition
18
Moving to the Cloud: SharePoint OnlineNext Phase – Focus on Collaboration
• Delivering content for Communications & Human
Resources
• Self service team site creation
• Site provisioning / governance
• People Directory
• News Communication Channel
• Searchable repositories of presentation
• HR content
• HR team collaboration
• Enabling an extranet for collaborating with partners
21
Partners In Health – Change Management
• Our definition: Change Management = Preparing the People
• We applied our four-phased Organizational Change Management
(OCM) methodology on this engagement
22
Partners In Health – Change Management
The people situation:
• Over 2,500 employees worldwide (seven countries; four continents),
all with unique technical challenges
• Email platforms migrating FROM:
• OneDrive
• Technology is not our target users’ top focus OR
priority
23
Partners In Health – OCM Solution Deployed
• Created a standard set of repeatable
communications for each of the four
(4) migrations
• Goals were to inform the target
audiences:
1) Why this initiative is important
2) Let target audiences know what
to expect and when
• Translated into Haitian Creole,
Spanish, and Russian to meet users
on their termsRepeatable Migration Communication Timeline
Communications Approach
24
Partners In Health – OCM Solution Deployed
• Conducted interviews, executive
briefings, informational seminars,
web portals, and quick tip
notifications prepared users for how
to work effectively after go-live
• Used surveys and face-to-face
interaction to gather real-time
feedback to the project team on
change strategy effectivenessSample Deliverable
Enablement Approach
25
Partners In Health – OCM Solution Deployed
Created a self-service portal (kept
current) to disseminate updated project
information:
• Project overview/benefits
• Timelines
• Tips and training
• Quick Reference Guides
User Focus
26
Partners In Health – OCM Results
• Communications informed user base of changes coming, why they are
important, and provided detailed instructions on actions needed by
each individual during the migration
• Worldwide demos and help guides provided users with the knowledge
and resources to be successful
• Change Management effort minimized migration-related help desk
tickets allowing IT team to focus on pressing priorities
• Change Management program was developed to work within client’s
resource constraints and be transferable and repeatable after
contracted support ends
27
“Perficient’s Organizational Change
Management expertise enabled us to deploy
Office 365 to informed end users in a
seamless, efficient and professional manner.”
– Dave Mayo, CIO, Partners In Health
28
FOLLOW US ONLINE
Perficient:
Twitter.com/Perficient_MSFT
Blogs.perficient.com/microsoft/
Next up: Succeed with Yammer: Encouraging
Adoption with Smart Social Governance
March 25 | 1:00 PM CT
bit.ly/yammerwebinar
HIMSS15
April 12-16 | Chicago, IL
Booth #4460
Partners In Health:
Twitter.com/PIH
Visit: pih.org