Agenda: BPIO Partner Sales Readiness Workshop

1
Agenda BPIO Partner Sales Readiness Workshop
2
Video
Business Productivity Infrastructure Optimization
Campaign
3
(No Transcript)
4
Module 24 - Learning Objectives

• Walk through VPC demo identify relevant
  solution capabilities
• Discuss applicable technologies and business
  value
• Architecture Discussion
• Develop high-level conceptual/logical
  architecture
• POC Planning
• Scope specs
• Group Discussion

5
Architecture Design SessionOverview
6
Customer Engagement Solutions Methodology
Opportunity Management
Prospect
Qualify
Develop
Solution
Proof
Close
Architecture Design Session
Proof of Concept
Solution Briefing
Solution Definition
Standardized Customer Engagement Methodology and
Customer Deliverables
BV and Technical Content (i.e., case studies,
battle cards)
BV and Technical Tools (i.e., ROI calculator
demos)
CES Package
6
7
Architectural Design Session Framework
Set Context
Solution Overview
Process Analysis
Business Value
VPC Based Demo
Point Out Technologies For Relevant Capabilities
Develop Conceptual/ Logical Architecture
Develop Scope and Specifications for POC
Discuss Relevant Capabilities from Demo
Discuss Technologies
Vision Scope Input from Solution Briefing
8
Architectural Design Session Framework
Set Context
VPC Based Demo
Discuss Relevant Capabilities from Demo
Vision Scope Input from Solution Briefing
9
Sample Profile for Business Intelligence
Microsoft Office Business Scorecard Manager 2005
Manually entered KPIs and static documents to
track performance
Departmental scorecards where KPI sourced from
database
Business Intelligence or Business Activity
Monitoring within business process automation
(Embedded reporting, BAM, Master data management)
Performance Management
These orange arrows show how the customer will
need to transition.
Draw green boxes to show the customers desired
capabilities.
Draw red boxes to show the customers current
capabilities.
Microsoft Excel Services ProClarity 6.1
Reporting and Analysis
Sample
Basic ETL packages to load subject/ functional
data mart
Data silos for analysis and reporting,
Hand-coding ETL
Data Warehousing
10
Key Capabilities Identified

• Collaborative workspaces and portals
• Manage best practices from a central location
• Performance management
• Identify sales and strategic opportunities
• Turn sales data into actionable intelligence
• Set goals and accurately measure progress
• Ensure greater optimization and investment
  returns
• Reporting and analysis
• Interactively drill in to accurately forecast
  trends
• Display real-time analytic results
• Quickly access and draw conclusions
• Gain accurate insight from integrated and
  comprehensive reports
• Easily uncover opportunities in sales data
• Leverage capability in insight-driven marketing

11
Architectural Design Session Framework
Set Context
Solution Overview
VPC Based Demo
Point Out Technologies For Relevant Capabilities
Discuss Relevant Capabilities from Demo
Discuss Technologies
Vision Scope Input from Solution Briefing
12
Business Intelligence (BI) Platform
13
Microsoft Business IntelligenceAn end-to-end
integrated offering
Performance Management Applications
Business Scorecard Manager 2005
PerformancePoint Server 2007
Office SharePoint Server 2007
SQL Server 2005 Reporting Services
SQL Server 2005 Integration Services
BI Platform
SQL Server 2005
14
Technology Considerations

• Consider the following products and technologies
  when implementing an Improving Sales Marketing
  ROI solution based on the Microsoft Office
  system
• Server
• Microsoft Windows Server 2003
• Microsoft SQL Server 2005
• Microsoft Office SharePoint Server 2007
• Microsoft Excel Server 2007
• Microsoft Office Business Scorecard Manager 2005
• ProClarity 6.2
• Microsoft Office PerformancePoint Server 2007
  (future)
• Client
• Microsoft Office Professional 2007( Excel)
• ProClarity 6.2
• Internet Explorer

15
Architectural Design Session Framework
Set Context
Solution Overview
Process Analysis
VPC Based Demo
Point Out Technologies For Relevant Capabilities
Develop Conceptual/ Logical Architecture
Discuss Relevant Capabilities from Demo
Discuss Technologies
Vision Scope Input from Solution Briefing
16
Improving Sales and Marketing ROIConceptual
Architecture
Sample
17
Improving Sales and Marketing ROILogical
Architecture
Sample
18
SharePoint Functional Architecture BI
Applications Services
Collaboration Doc Collab, WikisDiscussions,
BlogsContacts/Cals/TasksE-Mail
IntegrationOutlook IntegrationProject Mgmt
LiteOffline Lists/Docs
Content Mgmt AuthoringWorkflowWeb
PublishingDocument MgmtRecords
MgmtPoliciesMulti-Language
Portal Intranet TemplateNews, Site DirMy
SitesPeople Finding Social NetworkingPrivacy
BI Excel ServicesReport CenterDashboards/KPIs Bi
z Data WPsBiz Data in ListsSQL RS/AS Integ.
Shared Services (User Profiles, Audiences,
Indexing/Search, Business Data Catalog, Single
Sign-on, Usage Analytics)
Platform Services
Storage Repository MetadataVersioning Backup/Recy
cle Bin Indexing/Search
Security vServer Policies Pluggable
AuthN Folder/Item Level Rights Trimmed UI
Management Admin UX Delegation Provisioning Monito
ring
Extensibility Forms/Fields OM and SOAP Event
Handlers Migration APIs
Operating System Services
ASP.NET Web Parts, Personalization, Master
Pages, Service Provider Framework, Security, etc.
Database Services
Search Services
Workflow Services
19
Architectural Design Session Framework
Set Context
Solution Overview
Process Analysis
Business Value
VPC Based Demo
Point Out Technologies For Relevant Capabilities
Develop Conceptual/ Logical Architecture
Develop Scope and Specifications for POC
Discuss Relevant Capabilities from Demo
Discuss Technologies
Vision Scope Input from Solution Briefing
20
PoC Planning

• Goals Objectives
• High-level Objectives
• Discuss the high-level objectives for Improving
  Sales Marketing ROI business case.
• Validate the Objectives
• Planning
• High-level milestones
• Discuss the high-level milestones for the
  Improving Sales Marketing ROI business case.
• Involvement Commitments

21
Prepare for the POC Pre-Work

• Verify technology roadmap. Consider the
  following
• Is it feasible?
• Is it optimal?
• What are the alternatives?
• Review scope and assumptions
• Identify risks
• Consider tools and resources
• What starting point? What VPCs? What sample code?
  What language?
• Conditions of satisfaction? Prototype?

22
(No Transcript)
23
(No Transcript)
24
Appendix BPIO Model Detail