BIS TCO Assessment Tool

1
BIS TCO Assessment Tool

• Mark Alexieff
• Senior Product Manager
• Exchange Server marketing
• December 16th, 2004

2
Agenda

• Overview
• Website (Thin Client)
• .NET Application (Thick Client)

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Why TCO Assessment Tool?

• Objective
• Provide a tool to assess cost-effectively the
  benefits of migrating to Windows Server 2003 and
  Exchange Server 2003 for mid-size organizations
• Provide a scalable platform to support
  assessments for other Microsoft products
• Tool Components
• Website (Thin Client)
• .NET application (Thick Client)
• End-users
• Microsoft Partners
• Microsoft Partner Account Managers
• Customers (Thin Client only)

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BIS TCO Tool Components
Website (Thin Client)
.NET Application (Thick Client)
Preliminary Assessment
Registration
Assessments
Profile

• Offers a teaser of the potential benefits of an
  assessment

• Takes clients operational data and calculates
  TCO costs and financial metrics

• Generates leads on assessment candidates

• Captures basic customer contact and demographic
  information

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BIS TCO Tool Process
Input Customer Registration Data
Select Prequalification Evaluation
Partner/Telesales Customers
Direct Marketing Campaigns (Batch Input)
Yes
Another Evaluation?
Hardwire Process
BISTAC Server
Fill out Prequalification Evaluation
Formatted Txt. file
No
-Contactable Customer Key - Preferred Partner
Result report generated (Screen, Print, E-mail)
Done
Legitimate Lead?
Call Center Verifies
No
Profile Deleted

• Customer Key
• Download Customer Info

Yes
All Non-US

• Anonymous Data Upload

BISTAC Server
SIEBEL creation and/or record annotation of
activity
PAM Lead for Country/Sub
BIS TCO -Thick Client-
US lt200K
Partner Central
- Customer Key - Preferred Partner
Full report generated (Screen, Print, E-mail)
Engages Customer
US gt200K
Partner Account Manager (PAM)
Microsoft
.NET App
Website
Integration Points
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Step 1 Registration
Data Requested

• Promotion code
• First Name
• Last Name
• Title
• Business Name
• Address
• City
• State
• Zip/Postal Code
• Country/Region
• Phone
• E-mail
• Purchase Timeframe
• Company size
• Job function
• Industry
• Contactability
• Preferred Partner

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Step 2 Complete Preliminary Assessment
Available Preliminary Assessments

• Windows Server 2003
• Exchange Server 2003

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Step 2 Complete Preliminary Evaluation
Questions
1. Please choose the Windows Server 2003
migration path you are following 2. Please check
the solutions you are interested in migrating to
Windows Server 2003 3. Please rate the below
operational goals as High, Medium, or Low
priority for your company 4. How many network
users do you support? 5. How many server
locations do you oversee? 6. How many servers do
you support? 7. Do non-IT personnel use terminal
services? 8. How much of your company's daily
activity relies on terminal services? 9. Who
maintains your routine IT operations? 10. How
many in-house IT staff do you have?
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Step 3 Preliminary Results
On-screen
E-mail

• Dear ltCustomer Namegt
• Thank you for taking a preliminary assessment for
• ltWindows Server 2003gt. Given your infrastructure
• needs, these are the benefits companies similar
  to
• yours have seen
• - Companies in our study cut their systems
  administration time by an average of 32
• Windows Server 2003 users spend 36 less time and
  27 less money on systems management and desktop
  administrations
• Companies with networks of your size see the
  greatest return--from 25 to 50 in time and
  dollar savings
• Created for ltCustomer Namegt
• Company ltCompany Namegt
• Partner ltChosen Partnergt
• Date ltDategt

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How an Assessment Works
1. Takes basic client profile and network
information
What software are you currently running?
Netware 4.2 ? Crashes per month per server 3
2. Matches the client with a survey profile to
suggest cost and operational default metrics
3. Allows client to override suggested costs and
operational defaults
Crashes per month per server 2
server crashes x servers x time to repair
(hrs) x IT hourly wage
4. Uses the cost and operational metrics to
compute costs, organized by Gartners TCO chart
of accounts
Cost of server crashes per month in IT wages
5. Projects changes in costs for the migration
scenario
Windows 2003 Server Administration Cost Y1 to Y3
Netware 4.2 Server Administration Y1 to Y3
VS
6. Calculates financial metrics using cash flow
analysis, where the difference in costs cash
flow
Net Present Value Return on Investment
Payback Period Rate of Return
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Demo
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Next steps

• Try out and become familiar with the BIS TCO
  Assessment Tool (hand out USB drives!)
• Access the training provided on the USB Drive
• Use this tool with your customers
• Provide feedback to ltHilary to proved name?gt