Saving Money

Business Priorities Presentation

AgendaAgenda

Business Drivers / Challenges

Business Capabilities

Summary and Next Steps

Demonstration

Business Context Gartner says enterprises can experience as much as a 20 percent cost savings within [the] first year of using BPM to improve business processes

WEBWIRE , March 16, 2009

"IT budgets have been slashed, and the credit crunch is impacting companies' ability to finance technology purchases. At the same time, buyers tell IDC that in a crisis such as this one, software is even more important than ever to help with the ongoing work of automating processes, reducing/eliminating manual processes, speeding time to market for new products and solutions, and making more informed decisions."Software Spending: To CAPEX or

Not to CAPEX?IDC, March 2009

In January 2009, Forrester surveyed 46 global IT decision-makers to find out how their plans, budgets, drivers, and relationships have changed since 2008 in reaction to economic realities. Forrester found that six cost reduction activities were top of mind for 2009: assessing IT’s structure; adjusting portfolios for greatest near-term investment; retiring older applications; assessing IT service levels; investing in automation; and benchmarking IT.Forrester’s January 2009 Global IT Budget Priority Online Survey

“The time to move toward sustainability is now. Concerns about the economy coupled with unpredictable energy prices are increasing pressure to bring operating costs down. Meanwhile, unprecedented public awareness of environmental issues means there's a 'social dividend' to be gained by companies that go green, including being able to attract great talent...”

Microsoft Environment Gets Refresh

SoftPedia, March 16, 2009

Business Drivers

Streamline the budgeting and forecasting processRetain and attract customers with a lean customer support staffDeepen business insights less expensivelySpend less on corporate reporting Decrease the cost of publishing content to the InternetStreamline approval processesIncrease environmental sustainability

Business

Sales professionals need to minimize overhead with automated review and approval workflowsAdditional paper-based procedures exist to avoid the use of complex business applications in remote locationsAdministrative staff does not have access to information that is needed to most efficiently plan and manage operationsHandwritten forms and information lead to errors and omissionsManual processes make work inefficient because more time is needed to accomplish simple tasks in workflowsSending paperwork between headquarters and remote locations is inefficientEncouraging organizations to allow employees to work from home is difficult

Challenges

Challenges

Data that is required for active compliance is distributed across multiple enterprises and multiple applicationsDigital content and semi-structured business workflows are scattered and misalignedInconsistent data across the organization leads to decisions based on incorrect dataRetaining, archiving, and retrieving documents from different applications, systems, and forms of electronically stored information are difficult Workers in remote locations do not have access to all of the information that they need to complete their jobs

ITChallenges

A solution should help… …by providing the ability to

STREAMLINE THE BUDGETING AND FORECASTING PROCESS

Automate budgeting processes and create documented process steps and workflow for negotiation and approvalsAlign budgeting and forecasting to the supply chain to understand and manage escalating costs

RETAIN AND ATTRACT CUSTOMERS WITH A LEAN CUSTOMER SUPPORT STAFF

Know your customer to identify and capitalize on key market segments and high-value customers, and then sell and promote targeted campaignsImprove operational efficiencies by integrating technology and process across sales staff, call center representatives, and clients

DEEPEN BUSINESS INSIGHTS LESS EXPENSIVELY

Improve decision-making capabilities across the organization to provide insight and a single version of the truthConnect business applications and share information between remote locations and headquarters—to enable remote locations to use user-friendly business applications to gain insight, reduce complexity, and decrease high training costsAutomate business processes across operations, management, suppliers, and customers to increase efficiency, cut costs, gain insight, and improve consistency

SPEND LESS ON CORPORATE REPORTING

Provide streamlined reporting to improve alignment between business performance and strategy with a single version of performance metrics across the enterprise that includes role-based key performance indicators (KPIs) and key performance drivers (KPDs) for proactive performance managementReduce operational cost by integrating information from core systems to make it electronically available for reports and key applications

DECREASE THE COST OF PUBLISHING CONTENT TO THE INTERNET

Optimize business processes and use existing tools to support the customer web platform and ensure that creating and publishing website content is effectively managed and integrated with operational business processes

STREAMLINE APPROVAL PROCESSES

Convert paper-based workflow and approvals to automated and electronic workflow and approvals

INCREASE ENVIRONMENTAL SUSTAINABILITY

Enable stakeholders to create “in-office worker” experiences for remote workersReduce travel costMake training more cost effective

Solution Support

AgendaAgenda

Business Drivers / Challenges

Business Capabilities

Summary and Next Steps

Demonstration

[ Insert Demo Title ]Demo

AgendaAgenda

Business Drivers / Challenges

Business Capabilities

Summary and Next Steps

Demonstration

Solution’s Business Drivers

DEEPEN BUSINESS INSIGHTS LESS

EXPENSIVELY

STREAMLINE APPROVAL PROCESSES

DECREASE THE COST OF PUBLISHING CONTENT TO THE INTERNET

SPEND LESS ON CORPORATE REPORTING

INCREASE ENVIRONMENTAL SUSTAINABILITY

RETAIN AND ATTRACT CUSTOMERS WITH A

LEAN CUSTOMER SUPPORT STAFF

STREAMLINE THE BUDGETING AND FORECASTING PROCESS

Sophistication of the Solution

Phase 1Provides basic support for the most critical elements of the business driver

Phase 2Provides adequate, typical support for critical and priority elements of the business driver

Phase 3Provides thorough, streamlined support for the business driver that enables differentiated levels of performance

DEEPEN BUSINESS INSIGHTS LESS

EXPENSIVELY

STREAMLINE APPROVAL PROCESSES

DECREASE THE COST OF PUBLISHING CONTENT TO THE INTERNET

SPEND LESS ON CORPORATE REPORTING

INCREASE ENVIRONMENTAL SUSTAINABILITY

RETAIN AND ATTRACT CUSTOMERS WITH A

LEAN CUSTOMER SUPPORT STAFF

STREAMLINE THE BUDGETING AND FORECASTING PROCESS

Range of Business CapabilitiesBusiness Driver: Streamline the budgeting and forecasting

processPhase 1 Phase 2 Phase 3

View and gather financial data to standardize the budgeting process across the enterpriseGain greater visibility into inventory control, purchasing, and sales order processing for demand planning to help reduce costsImprove pricing and visibility into supplier performance to control costs

Align budgeting and forecasting processes to business strategiesSupport budgets and forecasts with workflows for planning, requests, and change approvalsMaintain robust audit trails and version control on all budget and forecast informationCompare quotations from suppliers who have different delivery deadlines, price conditions, or other parametersView data from multiple angles including costs, revenue, margin, discounts, number of records, and highest and lowest valuesProvide contract prices, escalations, and terms and conditions in sales and marketing price-management workflows

Provide a dynamic and role-based budgeting process with capabilities to reconcile actuals and forecasts according to budgetsBe able to adjust performance targets to business conditionsImplement site accounting for activity-based costing to support analyzing value streams to improve opportunities and ongoing monitoring, tracking, and statusProvide collaboration portals that share supplier data and information

Range of Business CapabilitiesBusiness Driver: Retain and attract customers with a lean

customer support staffPhase 1 Phase 2 Phase 3

Enable better collaboration and coordination of sales activities across distributed sales teamsImprove quality and reduce cycle time to generate sales proposalsAlign front-office application resources, and tag and disseminate client information so the financial advisor, call center, and client Internet experience encapsulate the most-needed information for rapid service fulfillment

Exploit opportunities to pursue niche markets and high-value customersImprove advisor and call center representative productivity orchestration in all tools, data stores, and applications by using workflow routines that mimic common tasks to end users

Drive persistent focus on critical areas of individual performance and improve focused execution in niche markets and for high-value customersAlign all application tools so that the work performed and the data, report, and derived data routines automatically update all applications with contingencies to that data, to ultimately drive greater wallet share and revenue

Range of Business CapabilitiesBusiness Driver: Deepen business insights less expensively

Phase 1 Phase 2 Phase 3Improve access to key operational and performance data across the companyReduce complexity and high training costs for personnel by providing streamlined tools that support their workReduce paperwork and improve current processes by converting forms from paper to electronic format

Improve support for decision making by providing access to enterprise, operational, and performance data across processes and systemsExecute daily processes quickly and effectively while responding appropriately to high-priority functions and informationImprove processes and increase collaboration by implementing forms-based workflows

Improve the support for decision-making by providing ready access to relevant operational, performance, and financial dataImprove decision making abilities in carrying out daily processes and high-priority functionsEnhance process agility internally and with partners and suppliers, by enabling users to create and alter workflows to respond to dynamic work conditions

Range of Business CapabilitiesBusiness Driver: Spend less on corporate reporting

Phase 1 Phase 2 Phase 3Improve the focus on KPIs with timely, automated scorecards in a single portal Encourage continual improvement focus (Lean Six Sigma) and communication with consistent process templates, documentation, and analysisCreate and store data electronicallyDeliver data across multiple departmentsAllow users to develop detailed, contextual reports without involving IT

Improve visibility into and alignment of KPIs across the enterpriseStreamline manual business processes that span multiple departments by using shared metrics, reports, and workflowsProvide comprehensive access to information by fully integrating end-to-end processes across multiple systemsEnable users to enter and access data instantly with handheld devices

Enable full strategic alignment of metrics and accountability for performance across business functions and rolesProvide transparency into business units, processes, and their relative performancesStreamline access to process performance and improvement data across a portfolio of customers, products, suppliers, channels, and projectsProvide better root cause analysis and guidance about the key performance drivers of business resultsProvide integrated access to data in financial and administrative systemsReduce the need to switch to other applications to modify or enter new informationEnable users to share information securely and comply with government mandates

Range of Business CapabilitiesBusiness Driver: Decrease the cost of publishing content to the

InternetPhase 1 Phase 2 Phase 3

Provide basic content management of key digital assets and intranet with workflow, collaboration, and search capabilities

Implement formal processes and the supporting technology platform to author, stage, deliver, and produce website content

Use a single authoring tool for all intranet, web, and extranet sites

Range of Business CapabilitiesBusiness Driver: Streamline approval processes

Phase 1 Phase 2 Phase 3Keep common forms in a central location, to enable operational collaboration from both headquarters and remote locationsProvide a centralized, collaborative proposal document library

Distribute documents created by the headquarters to remote employees based on their roles, and track delivery and follow-up on documents that are required readingAutomate proposal work coordination and document handling

Create a culture of compliance for all critical documents, and assure receipt and review auditing based on how critical a document isStreamline and automate proposal generation

Range of Business CapabilitiesBusiness Driver: Increase environmental sustainability

Phase 1 Phase 2 Phase 3Allow employees in branch offices to travel less frequently to central offices for meetingsMake remote workers more productive with key data or systems

Allow employees to telecommute as often as possible without diminishing performanceShow when telecommuting employees are available

Enable a roaming workforce with the flexibility to work from home, satellite offices, or permanent desks

AgendaAgenda

Business Drivers / Challenges

Business Capabilities

Summary and Next Steps

Demonstration

Potential Business Benefits

Better collaboration and coordination of sales activities across distributed sales teamsImproved quality and reduced cycle time for generating sales proposalsFront-office application resources are aligned, and client information is tagged and disseminated so the sales staff, call center, and client Internet experience encapsulate the most-needed information for rapid service fulfillmentReduced paperwork and improved current processes by conversion of forms from paper to electronic formatImproved access to key operational and performance data across the companyCommon forms are in a central location, to enable operational collaboration between headquarters and remote locationsEmployees in branch offices travel less frequently to central offices for meetingsRemote workers are more productive with key data or systems

Next Steps

Discuss your priorities with ITMap to systems requirementsUnderstand what can be leveragedDevelop a high-level road map for deploying integrated capabilitiesTranslate back into business capabilities enabled/supported

Review the proposed business capability road map

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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.