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Microsoft SSP or TS Audience IT professionals Business Analysts Solution Architects Platform Architects Infrastructure Architects IT Infrastructure Manager IT Operations Manager who are supporting the definition ID: 313490

2010 server office microsoft server 2010 microsoft office 2007 business data sharepoint 2008 windows phase center forefront system information

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Slide1

PresenterMicrosoft SSP or TSAudienceIT professionals (Business Analysts, Solution Architects, Platform Architects, Infrastructure Architects, IT Infrastructure Manager, IT Operations Manager) who are supporting the definition of Saving MoneyPurposeIntroduce the IT pro to this solutionGive the IT pro a high-level overview of the phased steps needed to implement this solutionPersuade the IT pro to take the next stepsGuidanceTo best present the deck, follow these guidelines:Delete hidden slides like this one before you present to your customerFamiliarize yourself with the speaker notes included in the presentationCustomize the speaker notes to your customer (if necessary)Select relevant slides from the corresponding Business Priorities Presentation and the Capability Discussion Presentation

Using this

presentationSlide2

The IT Pro ConversationRecap discussions with BDMRecap discussions with TDMUse the following IT pro conversation tools:Business Priorities PresentationCapability Discussion PresentationBusiness Priorities GuideCapability Discussion GuideSolution Implementer GuideArchitecture Guide Transition ownership of the process to the IT Pro Solution Implementation teamEstablish next steps:Document and baseline process improvement and solution feature requirements (use the Business Priorities Guide)Map to supporting platform architecture (integrated capability analysis)Slide3

Infrastructure Optimization Sales ApproachAudienceSolution Implementer GuideArchitecture GuideInfrastructure Optimization Sales Support MaterialsSolution road mapSolution areas

Industry

Horizontal

Customer business strategy

Capability Discussion

Guide

Capability Discussion

Presentation

Present relevant

integrated capabilities

Position the Integrated

Enterprise Platform

approach

Business Priorities Guide

Business Priorities Presentation

Understand business needs and priorities

Discuss range of potential solution capabilities

Optimization gap analysis => Projects, architecture, products

BDM

TDM

IT ProSlide4

Why Position the Optimization Model?Maturity Model & Road MapsUsing a maturity model with a customer allows you to…Structure the conversationHave customers answer the question “What do I need to achieve these benefits?” instead of “Why do I want to buy that?”Position incremental salesMaturity models reveal advanced, higher-value scenariosGives the client clear cost-benefit options that include business benefit and platform valueAssess the customer’s current state more easilyHelp the client understand where they are and prioritize incremental licensing in their termsPush for a road map (maturity models lead to road maps)Slide5

Road Map SellingStructure the relationshipJoint plan to achieve strategic value goalsIterative deployment phases demonstrate value early, reduce riskOrganize and prioritize licensing and services in a way meaningful to the client (business benefit + platform value)“Sell to me in terms of this road map”Move from point-solution support to Integrated Enterprise Platform incumbentAn in-progress road map is a highly defensible positionFocus and direct the selling processStrategic account plans can focus on fewer entry points that lead to Integrated Enterprise Platform initiativesRoad map guides the goals and schedules of selling deliverySlide6

Licensing ManagementUse road mapsPrioritizes license purchases and timing in consistent terms of client valueDon’t stop at the initial Optimization gap analysis Push road map developmentPosition initial solution deployment in the context of the road map at all timesUse the Optimization model to pool value articulation across solution road mapsSlide7

Saving MoneySolution Implementer GuideSlide8

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the Capability RequirementsSlide9

Engagement ApproachAudienceSolution road mapSolution areasIndustryHorizontal

Business strategy

Integrated Capability Analysis > Projects, architecture, products

Present relevant integrated capabilities

Position the Integrated Capability approach

Business executives

Understand business needs and priorities

Discuss range of potential solution capabilities

IT

executives

Architects IT pro/dev executivesSlide10

Recap BDM/TDM ConversationTo start off this presentation, you should recap your previous discussions with the BDM and/or TDM. Do the following:Pull slides from the Business Priorities Presentation and the Capability Discussion Presentation.Insert in place of the “Support for Priority Business Capabilities” and “Phase” slides.Update with the most current view of the business priorities.Slide11

Integrated Capability AnalysisEnsure target business capabilities cover process improvement prioritiesTranslate business capabilities into required infrastructure capabilitiesAssess current infrastructure maturityDetermine gaps to target integrated capabilitiesBuild a road map for integrating capabilities and implementing solutionsSpecify required platform architecture, technologies, and services Baseline the Microsoft platform road mapSlide12

Business Priorities GuideBusiness Priorities Guide 1aYou initially used this guide to prepare for and structure the conversation with the BDM. In this presentation, you should reference this guide to present your current understanding about the business drivers and their priorities according to the BDM.Business Priorities Guide 1bYou discussed this guide with the BDM and TDM to present potential business capabilities of a solution that support their business priorities. In this presentation, use it to present the business capabilities that were the most compelling.EXAMPLEEXAMPLESlide13

Capability Discussion GuideThis guide is a key tool for translating priority business capabilities into Optimization maturity levels. This page presents business drivers, business capabilities, and solution components. Capability Discussion Guide MapThis page summarizes the Optimization mapping for the three solution phases defined by the collective set of integrated capability attributes on previous pages. Use this information to customize the target Optimization solution mapping per the client’s priority business capabilities. This presentation includes guidance and a sample of how this is done.Capability Discussion GuideEXAMPLEEXAMPLESlide14

Business DriverPhase 1Phase 2Phase 3STREAMLINE THE BUDGETING AND FORECASTING PROCESSView and gather financial data to standardize the budgeting process across the enterprise via collaboration and workflowsGain greater visibility into inventory control, purchasing, and sales order processing for demand planning to help reduce costs via reports from different data sources and data marts associated with inventory control, purchasing, and sales order processingImprove pricing and visibility into supplier performance to control costs via using content-centric social computing capabilities; comparing quotes from suppliers that have different delivery deadlines, price conditions, or other parameters; and analyzing historical data to evaluate past supplier performanceAlign budgeting and forecasting processes to business strategies via predictive analysis and strategy-driven, enterprise-wide scorecardsSupport budgets and forecasts with workflows for planning, requests, and change approvals via collaborative processes and basic composite applicationsMaintain robust audit trails and version control on all budget and forecast information via a framework to manage distributed repositories and content metadataCompare quotations from suppliers who have different delivery deadlines, price conditions, or other parameters via trend analysis tools and integrated and flexible data services of enterprise resource planning (ERP)-centralized and managed data warehousesView data from multiple angles including costs, revenue, margin, discounts, number of records, and highest and lowest values via centralized and managed data warehouses that employ customized client/server applicationsProvide contract prices, escalations, and terms and conditions in sales and marketing price-management workflows via business-to-business (B2B) integration and collaborative processes with workflows that use collaborative workspaces and portal infrastructuresProvide a dynamic and role-based budgeting process with capabilities to reconcile actuals and forecasts according to budgets via sophisticated composite applications on a service-oriented platform architectureBe able to adjust performance targets to business conditions via predictive analysis, data mining, and forms integrated with line-of-business (LOB) systems and processesImplement site accounting for activity-based costing to support analyzing value streams to improve opportunities and ongoing monitoring, tracking, and status via centralized, integrated, and automated value-stream mapping; an electronic system of records for all value streams; and an improved project tracking, status, and reporting applicationProvide collaboration portals that share supplier data and information via enterprise data warehouses and the ability to securely share information and collaborate with vendors by using existing collaborative workspaces and portal infrastructures

Note to presenter:

This is a template.

Prune, add, and prioritize per BDM and TDM feedback.

Ensure consistency with the “Business Discussion Guide” and the

“Capability Discussion Guide”.

Integrated Capability Support for Priority Business CapabilitiesSlide15

Note to presenter: This is a template.Prune, add, and prioritize per BDM and TDM feedback.Ensure consistency with the “Business Discussion Guide” and the “Capability Discussion Guide”.Integrated Capability Support for Priority Business CapabilitiesBusiness DriverPhase 1Phase 2Phase 3RETAIN AND ATTRACT CUSTOMERS WITH A LEAN CUSTOMER SUPPORT STAFF

Enable better collaboration and coordination of sales activities across distributed sales teams via collaborative workspaces for customer and market information and for sales activity tracking that users can access on mobile devices

Improve quality and reduce cycle time to generate sales proposals via collaborative workspaces that contain customer and market information, product and service information, proposal templates, and collaborative authoring capabilities

Align 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 via an enterprise architecture for integration (enterprise service bus [ESB], enterprise application integration [EAI], and B2B); standardized, packaged integration solutions; and enterprise-wide core processes that are integrated and that use data from enterprise data warehouses

Exploit opportunities to pursue niche markets and high-value customers via self-serve reporting and analysis of transactional data from data marts

Improve 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 via collaborative processes that include workflows that use collaborative workspaces and portal infrastructures, forms that are embedded in documents and e-mail to manage metadata and workflows, and automated core business processes; and process activities that are monitored

Drive persistent focus on critical areas of individual performance and improve focused execution in niche markets and for high-value customers via personalized performance scorecards

Align 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 via fully mature, enterprise-wide use of service-oriented architecture (SOA) and process abstraction that includes active development on modern tools and platforms and business activity monitoring (BAM) within business process automation, supported by real-time integration, availability, and management across data warehouses, and consistent business processes that use flexible business automation toolsSlide16

Note to presenter: This is a template.Prune, add, and prioritize per BDM and TDM feedback.Ensure consistency with the “Business Discussion Guide” and the “Capability Discussion Guide”.Integrated Capability Support for Priority Business CapabilitiesBusiness DriverPhase 1Phase 2Phase 3DEEPEN BUSINESS INSIGHTS LESS EXPENSIVELY

Improve access to key operational and performance data across the company via data marts, parameterized reports created by IT, and dashboards

Reduce complexity and high training costs for personnel by providing streamlined tools that support their work via role-based applications for specific tasks, that have a comfortable, familiar, and consistent user interface

Reduce paperwork and improve current processes by converting forms from paper to electronic format via an electronic forms tool that is managed and deployed on a collaboration platform and through e-mail and Web forms

Improve support for decision making by providing access to enterprise, operational, and performance data across processes and systems via a centralized data warehouse to consolidate, audit, and cleanse data from across the enterprise, that includes self-service reporting, analysis tools, real-time key performance indicators (KPIs), and scorecards

Execute daily processes quickly and effectively while responding appropriately to high-priority functions and information via integrating common desktop applications with role-based applications

Improve processes and increase collaboration by implementing forms-based workflows via automated forms workflows that support digital signatures, approvals, feedback both inside and outside the firewall, and on mobile devices

Improve the support for decision-making by providing ready access to relevant operational, performance, and financial data via combining operational and financial data into single reports and using spreadsheet-based reporting for complex and parameterized reports

Improve decision making abilities in carrying out daily processes and high-priority functions via role-based composite applications that use contextual Business Intelligence and search

Enhance process agility internally and with partners and suppliers, by enabling users to create and alter workflows to respond to dynamic work conditions via customizable and situational workflows across the firewall, by using alterable parameters and rerouting optionsSlide17

Business DriverPhase 1Phase 2Phase 3SPEND LESS ON CORPORATE REPORTING Improve the focus on KPIs with timely, automated scorecards in a single portal via interactive, departmental scorecardsEncourage continual improvement focus (Lean Six Sigma) and communication with consistent process templates, documentation, and analysis via IT-provisioned portals that are deployed on a single productivity infrastructureCreate and store data electronically via electronic formsDeliver data across multiple departments via secure collaborative workspacesAllow users to develop detailed, contextual reports without involving IT via self-serve reporting and analysis toolsImprove visibility into and alignment of KPIs across the enterprise via role-based, strategy-driven, enterprise-wide scorecards and reports Streamline manual business processes that span multiple departments by using shared metrics, reports, and workflows via portals that deliver customized, targeted, and aggregated information based on a user's identityProvide comprehensive access to information by fully integrating end-to-end processes across multiple systems via business process automation, workflow automation, and integrated custom applicationsEnable users to enter and access data instantly with handheld devices via forms-based solutions that are accessible from mobile devices, e-mail, and browsersEnable full strategic alignment of metrics and accountability for performance across business functions and roles via advanced visualizations (KPIs exposed in strategy maps and custom visualizations) supported by predictive analysis and data miningProvide transparency into business units, processes, and their relative performances via embedded reporting in business processesStreamline access to process performance and improvement data across a portfolio of customers, products, suppliers, channels, and projects via secure portals and Business Intelligence tools for automated business process data across multiple organizationsProvide better root cause analysis and guidance about the key performance drivers of business results via business activity monitoring of automated core business processesProvide integrated access to data in financial and administrative systems via bidirectional composite applicationsReduce the need to switch to other applications to modify or enter new information via one common interface across various integrated composite applicationsEnable users to share information securely and comply with government mandates via accelerators and adapters that enforce compliance

Note to presenter:

This is a template.

Prune, add, and prioritize per BDM and TDM feedback.

Ensure consistency with the “Business Discussion Guide” and the

“Capability Discussion Guide”.

Integrated Capability Support for Priority Business CapabilitiesSlide18

Business DriverPhase 1Phase 2Phase 3DECREASE THE COST OF PUBLISHING CONTENT TO THE INTERNETProvide basic content management of key digital assets and intranet with workflow, collaboration, and search capabilities via an enterprise portal, integrated office productivity software, and e-mail applications for management of structured and unstructured information, messaging, and collaborationImplement formal processes and the supporting technology platform to author, stage, deliver, and produce Web site content via an enterprise portal platform that supports integrated design and development tools to manage a multiple-tier environment for intranet, Internet, and external Web sites to enable collaboration, workflow, and content managementUse a single authoring tool for all intranet, Web, and extranet sites via unified enterprise portal design tools that customers use to author all Internet and extranet Web sitesSTREAMLINE APPROVAL PROCESSESKeep common forms in a central location, to enable operational collaboration from both headquarters and remote locations via categorized forms libraries and document librariesProvide a centralized, collaborative proposal document library via collaborative workspaces that are integrated with desktop productivity applications, document and content locking, and versioning capabilitiesDistribute documents created by the headquarters to remote employees based on their roles, and track delivery and follow-up on documents that are required reading via centralized, workflow-based document distribution and reviewAutomate proposal work coordination and document handling via centralized collaborative workflows that are supported by workflow management and document workflowsCreate a culture of compliance for all critical documents, and assure receipt and review auditing based on how critical a document is via rules and role-focused, workflow-based document reviewStreamline and automate proposal generation via automatically populating XML proposal templates

INCREASE ENVIRONMENTAL SUSTAINABILITY

Allow employees in branch offices to travel less frequently to central offices for meetings via communication tools such as voice mail, audio/video conferencing, and secure instant messaging (IM); collaboration tools such as workspaces with document management that interoperates with desktop productivity applications; and online and offline e-mail

Make remote workers more productive with key data or systems via secure remote access

Allow employees to telecommute as often as possible without diminishing performance via communication tools such as Web/audio/video conferencing, software-powered voice over Internet Protocol (VoIP), secure IM, e-mail, and voice mail on a browser or mobile device; collaboration tools such as support for offline documents, search for documents and people, and calendar and task management

Show when telecommuting employees are available via presence-based call management and IM on a browser or mobile device

Enable a roaming workforce with the flexibility to work from home, satellite offices, or permanent desks via presence-enabled LOB applications; integrated Web/audio/video conferencing; unified inbox with voice mail, e-mail, and fax; and federation of communication information

Note to presenter:

This is a template.

Prune, add, and prioritize per BDM and TDM feedback.

Ensure consistency with the “Business Discussion Guide” and the

“Capability Discussion Guide”.

Integrated Capability Support for Priority Business CapabilitiesSlide19

Recap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the

Capability

RequirementsSlide20

Sophistication of the SolutionPhase 1Provides basic support for the most critical elements of the business driverPhase 2Provides adequate, typical support for critical and priority elements of the business driverPhase 3Provides thorough, streamlined support for the business driver that enables differentiated levels of performanceDEEPEN BUSINESS INSIGHTS LESS EXPENSIVELYSTREAMLINE APPROVAL PROCESSESDECREASE THE COST OF PUBLISHING CONTENT TO THE INTERNETSPEND LESS ON CORPORATE REPORTINGINCREASE ENVIRONMENTAL SUSTAINABILITYRETAIN AND ATTRACT CUSTOMERS WITH A LEAN CUSTOMER SUPPORT STAFF

STREAMLINE THE BUDGETING AND FORECASTING PROCESSSlide21

Solution GuidanceCONCEPTUAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESLOGICAL ARCHITECTURECONCEPTUAL ARCHITECTURE

MAPPING

PHASE

DEFINITION

TECHNOLOGIES

LOGICAL

ARCHITECTURE

Phase Definition

For each business driver, list the business challenges, solution features, and business benefits for this solution phase. Use this information and the

“Support

for Priority Business Capabilities” slides to structure the conversation with IT professional(s) for capturing

,

refining, and baselining business problems and solution functionality priorities.

Mapping

The

Optimization

mapping indicates the maturity level required for each capability of the

solution to

fully support the features specified in this solution phase. Use the mapping as a starting point to determine appropriate maturity levels for the solution. After mapping the solution, assess the gap between the current and desired infrastructure to:

Understand the scope and sequencing of work required

Organize a deployment

road map

Technologies

Use the results of the

Optimization

mapping to determine the technologies required for the features and supporting

capabilities specified

in this solution phase.

Conceptual Architecture

Use this high-level, use case diagram to provide the “black box” definition of this solution phase. Customize to your solution definition during the

integrated capability

analysis.

Logical Architecture

Use this logical, component-level architecture view to show all software components and how they interact to support this solution phase. Tailor to fit your particular solution definition during the

integrated capability

analysis. 

Note: Physical architecture is covered in the Architecture Guide also used during the

integrated capability

analysis.Slide22

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the Capability RequirementsSlide23

Phase 1 CONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTURE MAPPINGPHASE DEFINITIONBusiness DriverNeeds

Business Capabilities

Streamline the budgeting and forecasting process

Automate budgeting processes and create documented process steps and workflow for negotiation and approvals

Align budgeting and forecasting to the supply chain to understand and manage escalating costs

View and gather financial data to standardize the budgeting process across the enterprise

Gain greater visibility into inventory control, purchasing, and sales order processing for demand planning to help reduce costs

Improve pricing and visibility into supplier performance to control 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 campaigns

Improve operational efficiencies by integrating technology and process across sales staff, call center representatives, and clients

Enable better collaboration and coordination of sales activities across distributed sales teams

Improve quality and reduce cycle time to generate sales proposals

Align 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

Deepen business insights less expensively

Improve decision-making capabilities across the organization to provide insight and a single version of the truth

Connect 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 costs

Automate business processes across operations, management, suppliers, and customers to increase efficiency, cut costs, gain insight, and improve consistency

Improve access to key operational and performance data across the company

Reduce complexity and high training costs for personnel by providing streamlined tools that support their work

Reduce paperwork and improve current processes by converting forms from paper to electronic formatSlide24

Phase 1 CONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTURE MAPPINGPHASE DEFINITIONBusiness DriverNeeds

Business Capabilities

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 management

Reduce operational cost by integrating information from core systems to make it electronically available for reports and key applications

Improve 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 analysis

Create and store data electronically

Deliver data across multiple departments

Allow users to develop detailed, contextual reports without involving IT

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 Web site content is effectively managed and integrated with operational business processes

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

Streamline approval processes

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

Keep common forms in a central location, to enable operational collaboration from both headquarters and remote locations

Provide a centralized, collaborative proposal document library

Increase environmental sustainability

Enable stakeholders to create “in-office worker” experiences for remote workers

Reduce travel cost

Make training more cost effective

Allow employees in branch offices to travel less frequently to central offices for meetings

Make remote workers more productive with key data or systemsSlide25

MAPPINGCONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONPhase 1

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

A defined set of core standard images exists. Deployment and management of software updates are centralized for the majority of servers.

Server Security

Malicious software protection is centrally managed across server operating systems, including the host firewall. Remote access is secure, standardized, and available to end users across the organization. Protection for select applications (such as email) is centrally managed.

Networking

Redundant Domain Name System servers exist in a single location and provide fault tolerance. Zone creation and record updates are automatic to support directory services.

Storage

Critical data is backed up on a schedule across the enterprise; backup copies are stored offsite.

Client Services

Client Mgt & Virtualization

A solution is in place to configure and update devices. Mobile service configuration is automated and occurs over the air.

Client Security

Protection against malware is centrally managed for desktop systems and laptops and includes a host firewall. Non-PC devices are managed and protected through a separate process.

Identity

& Security

Services

Identity & Access

Most applications and services share a common directory for authentication; some point-to-point synchronization exists across different directories, applications, and repositories.

Information Protection & Control

Persistent information protection exists within the trusted network to enforce policy across key sensitive data (such as documents and email).

IT Process & Compliance

IT policies are documented for each IT service. Monitoring and reporting are centralized for protection against malware, protection of information, and identity and access technologies.

BPIO

Collab

Workspaces

Team members can simultaneously author, edit, and review content across Clients (including Devices). Workspaces are centrally managed, customizable, and reusable, and provide users the capability to collaborate through web browsers and mobile devices. Offline synchronization is supported.

Portals

Line-of-business applications are routinely surfaced through the portal and have the ability to write securely to back-end systems and to maintain data integrity. Information from multiple applications can be combined in dashboards. Portals (enterprise, departmental, and personal) are provisioned by IT and deployed on a single productivity infrastructure.

Social Computing

Project Mgt

UC

Messaging

Secure, remote, online, and offline access to rich mailbox and calendar functionality exists inside and outside the firewall.

IM/Presence

Users have secure access to an enterprise-managed online presence and instant messaging infrastructure from inside and outside the firewall. Peer-to-peer voice and video communications are based on a single directory.

Conferencing

A standalone audio conferencing service is available enterprise-wide and is managed by IT. Desktop video conferencing is available outside the firewall only through room-based systems, and using methods such as virtual private networking and remote access services that are managed by IT. The end-user experience is disconnected (requires specialized end-user devices or applications).

Voice

Voice mail is available online and offline from the email client but messages are stored separately, there is no unified directory, and messages can be kept private only by caller request. Voice communications are based on a hybrid telephony infrastructure (IP and legacy time division multiplexing) that has limited integration with PCs and desktop applications.

ECM

Information Mgt

Managed workspaces exist at the departmental level and are available from individual productivity applications.

Process Efficiency

Inbound and outbound communications are generated by automating productivity applications. IT creates custom connectors for line-of-business applications, so there is heavy reliance on IT to develop, manage, and maintain solutions. Custom solutions developed by IT are used to deliver and manage key forms electronically. Form data and scanned paper-based content are stored in a custom data repository. The organization uses basic workflow tools to process, review, and approve documents. Simple workflow routing is part of the collaborative workspace infrastructure.

Compliance

Enterprise Search

Information Access

Most unstructured information from intranets, email, and content management repositories is indexed. Some structured content from databases, people, and expertise information is indexed.

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

Users create and manage basic team or corporate scorecards that may not use cascading metrics or take a balanced scorecard approach. Users create and share information securely through dashboards that require manual updates.

Analytics & Data Mining

End users perform ad hoc queries and data analysis by using spreadsheet or other analysis tools, and by pulling data from sources sanctioned by IT in addition to other non-sanctioned sources. Information workers share their analysis through the business intelligence portal. IT provisions the infrastructure for data mining activities, and provides access to common or sanctioned data sources as database connections, data feeds, or reports. IT also provisions line-of-business applications with embedded data mining, but there is little IT involvement in building data mining models or performing predictive analysis. IT builds extract, transform, and load packages; data marts; semantic models (online analytical processing cubes); and reports. IT provides access to common or sanctioned data sources as database connections, data feeds, or reports.

Report Generation & Distribution

IT manages reporting as a standalone application or function. Data is shared from a source library to which end users can apply basic filters.

Content Creation

Authoring

Multi-Device Support

User Accessibility

Interoperability

Database Dependencies

Design and Management

: Data management and administration tasks related to installation, configuration, management, and maintenance of databases, user accounts, database availability, recovery, and reporting are formalized.

Integration Dependencies

Service Architecture:

Collections of services can be coordinated and assembled to form composite services that have well-defined encapsulations of business assets and interoperability.

Development Dependencies

Software Quality:

Active development processes use modern tools and frameworks to support rapid, object-oriented development and to help manage evolving application architectures.Slide26

Technology GuidanceClient TechnologiesMicrosoft OfficeMicrosoft Office Outlook 2007 / Microsoft Outlook 2010, Microsoft Office Word 2007 / Microsoft Word 2010, Microsoft Office Excel 2007 / Microsoft Excel 2010, Microsoft Office PowerPoint 2007/ Microsoft PowerPoint 2010Microsoft Office Visio 2007 / Microsoft Visio 2010Microsoft Office Groove 2007 / Microsoft SharePoint Workspace 2010Microsoft Office InfoPath 2007 / Microsoft InfoPath 2010Microsoft Office SharePoint Designer 2007 / SharePoint Designer 2010Microsoft Windows Mobile 6.1 / 6.5Windows Embedded Device Manager 2011Windows Phone 7Microsoft Forefront Endpoint Protection 2010 / 2012Windows VistaWindows 7 EnterpriseMicrosoft Office Communicator 2007 R2 / Lync 2010Microsoft Office Live Meeting 2007Server TechnologiesMicrosoft Office SharePoint Server 2007 / Microsoft SharePoint Server 2010Microsoft SharePoint OnlineMicrosoft Exchange Server 2007 / 2010Microsoft Exchange Hosted ServicesMicrosoft Exchange OnlineMicrosoft Office Communications Server 2007 R2 / Lync Server 2010Microsoft Office Communications Online / Lync OnlineMicrosoft SQL Server 2008 / 2008 R2Microsoft Server SecurityMicrosoft Forefront Security for SharePoint / Microsoft Forefront Protection 2010 for SharePointMicrosoft Forefront Security for Exchange Server / Microsoft Forefront Protection 2010 for Exchange ServerMicrosoft Forefront Security for Office Communications ServerMicrosoft Internet Security and Acceleration Server 2006 / Microsoft Forefront Threat Management Gateway 2010Microsoft Intelligent Application Gateway 2007 / Microsoft Forefront Unified Access Gateway 2010Windows Server 2008 / 2008 R2Windows Server Update Services 2.0 / 3.0Microsoft System CenterMicrosoft System Center Operations Manager 2007 R2 / 2012

Microsoft System Center Data Protection Manager 2010 / 2012

Microsoft System Center Configuration Manager 2007 R3 / 2012

Microsoft System Center Mobile Device Manager 2008

Microsoft System Center Virtual Machine Manager 2008 R2 / 2012

Microsoft System Center Service Manager 2010 / 2012

Opalis

/ System Center Orchestrator 2012

Microsoft Desktop Optimization Pack 2008 R2 / 2009 R2

Windows Storage Server 2008 / 2008 R2

Windows Azure

Platform

Windows Azure

SQL Azure

Microsoft Hyper-V Server 2008 / 2008 R2

Microsoft Application Virtualization 4.5 /

4.6

Microsoft Virtual Desktop Infrastructure Suite

Windows Automated Installation Kit

Microsoft BizTalk

Server

2009 / 2010

Microsoft Operations Framework 4.0

Development Tools

Microsoft Visual Studio Team System 2008 / 2010

Microsoft Silverlight 4 /

5

Microsoft Expression Studio 3 / 4ToolsMicrosoft Application Compatibility Toolkit 5.0 / 5.5Microsoft Security Assessment Tool

Category Products

Microsoft Dynamics AX 2009/2012Slide27

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 1

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

Microsoft

®

Windows Server

®

2008/2008 R2; Microsoft Hyper-V

Server 2008/2008 R2; Microsoft System Center Configuration Manager 2007 R3/2012; Microsoft System Center Operations Manager 2007 R2/2012; Microsoft System Center Virtual Machine Manager 2008 R2/2012; Windows

®

Azure

Platform

Server Security

Windows Server 2008/2008 R2 (Windows Firewall with Advanced Security); Microsoft Forefront Threat Management Gateway 2010; Microsoft Internet Security and Acceleration Server 2006; Microsoft Forefront Protection 2010 for Exchange Server; Microsoft Forefront Security for Exchange Server; Microsoft Forefront Endpoint Protection 2010/2012; Microsoft Forefront Protection 2010 for SharePoint; Microsoft Forefront Security for SharePoint; Microsoft Forefront Security for Office Communications Server

Networking

Windows Server 2008/2008 R2; Windows 7

Storage

Windows Server 2008/2008 R2; Windows 7; Microsoft Windows Storage Server 2008/ 2008 R2

Client Services

Client Mgt & Virtualization

Microsoft Deployment Toolkit 2008/2010; Windows Automated Installation Kit; Microsoft Diagnostics and Recovery Toolset; Microsoft Virtual Desktop Infrastructure Suite; Windows 7; Windows Vista

®

; Windows Server 2008/2008 R2; Microsoft Application Compatibility Toolkit 5.0/5.5; Microsoft Windows Server Update Services 2.0/3.0; Microsoft Desktop Optimization Pack 2008 R2/2009 R2; System Center Configuration Manager 2007 R3/2012; Microsoft System Center Mobile Device Manager 2008; Microsoft Exchange Server 2007/2010; Windows Phone 7; Microsoft Windows Mobile

®

6.1/6.5;

Windows Embedded Device Manager 2011

Client Security

Forefront Endpoint Protection 2010/2012; Windows 7; Windows Vista; Windows Server 2008/2008 R2; Windows Phone 7; Windows Mobile 6.1/6.5

Identity

& Security

Services

Identity & Access

Windows Server 2008/2008 R2

Information Protection & Control

Windows Server 2008/2008 R2; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Forefront Endpoint Protection 2010/2012

IT Process & Compliance

Microsoft Operations Framework 4.0; System Center Configuration Manager 2007 R3/2012; System Center Operations Manager 2007 R2/2012; Hyper-V Server 2008/2008 R2; Application Compatibility Toolkit 5.0/5.5; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Endpoint Protection 2010/2012; Windows Server 2008/2008 R2; Microsoft Security Assessment Tool;

System Center Virtual Machine Manager 2008 R2/2012;

System Center Service Manager 2010/2012;

System Center Data Protection Manager 2010/2012;

Opalis;

System Center Orchestrator 2012

BPIO

Collab

Workspaces

Microsoft SharePoint

®

Server 2010; Microsoft Office SharePoint Server 2007; Microsoft Office 2007/Office 2010 (including Microsoft SharePoint Workspace 2010); Microsoft SharePoint Online; Microsoft SharePoint Designer 2010; Microsoft Office SharePoint Designer 2007; Microsoft Office Groove

®

2007

Portals

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Designer 2010; Office SharePoint Designer 2007; SharePoint Online; Office 2007/2010

Social Computing

Project Mgt

UC

Messaging

Exchange Server 2007/2010; Microsoft Outlook

®

2010; Microsoft Office Outlook 2007; Microsoft Exchange Online; Microsoft Exchange Hosted Encryption; Microsoft Exchange Hosted Archive

IM/Presence

Microsoft Office Communications Server 2007 R2;

Microsoft Lync™ Server 2010; Microsoft Office Communications Online; Microsoft Office Communicator 2007 R2;

Microsoft Lync™ 2010;

Microsoft Lync™ Online

Conferencing

Office Communications Server 2007 R2;

Lync Server 2010; Office Communicator 2007 R2;

Lync

2010; Microsoft Office Live Meeting 2007; Lync Online

Voice

Office Communications Server 2007 R2;

Lync Server 2010; Office Communicator 2007 R2;

Lync

2010

ECM

Information Mgt

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Designer 2010; Office SharePoint Designer 2007; Office 2007/2010; SharePoint Online

Process Efficiency

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Designer 2010; Office SharePoint Designer 2007; Office 2007/2010; SharePoint Online

Compliance

Enterprise Search

Information Access

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Online; Office 2007/2010

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

SharePoint Server 2010; Office SharePoint Server 2007; Microsoft SQL Server

®

2008/2008 R2; Office 2007/2010; SharePoint Online; Microsoft Visio

®

2010; Microsoft Office Visio 2007

Analytics & Data Mining

Office SharePoint Server 2007;

SharePoint Server 2010; SQL Server 2008/2008 R2; Office 2007/2010; Office Visio 2007;

Visio 2010

Report Generation & Distribution

SharePoint Server 2010; Office SharePoint Server 2007; SQL Server 2008/2008 R2; SharePoint Online; Office 2007/2010

Content Creation

Authoring

Multi-Device Support

User Accessibility

Interoperability

Database Dependencies

SQL Server 2008 / 2008 R2

Integration Dependencies

Microsoft BizTalk

®

Server 2009 / 2010; Microsoft Visual Studio

®

Team System 2008/2010

Development Dependencies

Visual Studio Team System 2008/2010; Microsoft Expression

®

Studio 3/4; Microsoft Silverlight

®

4/5Slide28

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 1Category Products

Business

Driver

Category

Product

Streamline the budgeting and forecasting process

Microsoft Dynamics

®

AX 2009/2012:

Greater visibility into inventory and demand

Retain and attract customers with a lean customer support staff

None

Deepen business insights less expensively

None

Spend less on corporate reporting

None

Decrease the cost of publishing content to the Internet

None

Streamline approval processes

None

Increase environmental sustainability

NoneSlide29

CONCEPTUAL ARCHITECTUREPhase 1 MAPPINGTECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONCONCEPTUAL ARCHITECTURESlide30

Phase 1LOGICAL ARCHITECTURECONCEPTUAL ARCHITECTURETECHNOLOGIES MAPPINGPHASE DEFINITIONLOGICAL ARCHITECTURESlide31

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the Capability RequirementsSlide32

Business DriverNeedsBusiness CapabilitiesStreamline the budgeting and forecasting processAutomate 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 costsAlign 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 workflowsRetain and attract customers with a lean customer support staffKnow 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

Exploit opportunities to pursue niche markets and high-value customers

Improve 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

Deepen business insights less expensively

Improve decision-making capabilities across the organization to provide insight and a single version of the truth

Connect 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 costs

Automate business processes across operations, management, suppliers, and customers to increase efficiency, cut costs, gain insight, and improve consistency

Improve support for decision making by providing access to enterprise, operational, and performance data across processes and systems

Execute daily processes quickly and effectively while responding appropriately to high-priority functions and information

Improve processes and increase collaboration by implementing forms-based workflows

CONCEPTUAL

ARCHITECTURE

TECHNOLOGIES

LOGICAL

ARCHITECTURE

MAPPING

PHASE

DEFINITION

Phase 2Slide33

Business DriverNeedsBusiness CapabilitiesSpend less on corporate reportingProvide 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 applicationsImprove 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 devicesDecrease the cost of publishing content to the InternetOptimize business processes and use existing tools to support the customer Web platform and ensure that creating and publishing Web site content is effectively managed and integrated with operational business processesImplement formal processes and the supporting technology platform to author, stage, deliver, and produce Web site contentStreamline approval processes

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

Distribute documents created by the headquarters to remote employees based on their roles, and track delivery and follow-up on documents that are required reading

Automate proposal work coordination and document handling

Increase environmental sustainability

Enable stakeholders to create “in-office worker” experiences for remote workers

Reduce travel cost

Make training more cost effective

Allow employees to telecommute as often as possible without diminishing performance

Show when telecommuting employees are available

CONCEPTUAL

ARCHITECTURE

TECHNOLOGIES

LOGICAL

ARCHITECTURE

MAPPING

PHASE

DEFINITION

Phase 2Slide34

MAPPINGCONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONPhase 2

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

Server Security

Secure remote access is integrated with quarantine for compliance with corporate policy. Protection for all collaboration applications (such as email, document sharing, and instant messaging) is centrally managed.

Networking

Storage

Critical data is backed up by taking snapshots using a centralized, application-aware system. Backup copies are stored separately at a physical location or by using a cloud-based service, with fully tested recovery or failover based on service-level agreements.

Client Services

Client Mgt & Virtualization

Mobile phones are used for over-the-air synchronization with email, calendar, and contacts. Mobile access to internal systems is granted through a virtual private network (IP Security or SSL).

Client Security

Protection against malware is centrally managed for desktop systems, laptops, and non-PC devices. Desktop systems and laptops include a host firewall, host intrusion prevention system or vulnerability shield, and quarantine.

Identity

& Security

Services

Identity & Access

A centralized, scalable directory works across geographies for all intranet applications, and supports authentication and authorization. Provisioning and de-provisioning of user and super-user accounts, certificates, and smart cards is automated; access control is role-based.

Information Protection & Control

Persistent information protection helps to enforce policy on sensitive data across the enterprise, including data on mobile devices. Policy templates are used to standardize rights and control access to information.

IT Process & Compliance

IT policies are integrated across all IT services. Monitoring and reporting are integrated with individual areas for protection against malware, protection of information, and identity and access technologies.

BPIO

Collab

Workspaces

Portals

Publishers can direct content to specific audience targets; portals deliver a customized, targeted, or aggregated view of information to individuals based on user identity, role & device on which content is consumed. Users get targeted information based on their profiles, their roles in the organization & mobile devices being used.

Social Computing

Personal profiles are available but cannot be customized; users can publish content on personal shared sites. People can be located based on profile information. The system sorts search results for people by users’ social graphs, which can be refined by using metadata. News feeds are typically delivered through RSS or email alerts.

Project Mgt

UC

Messaging

Secure, policy-driven access to a unified inbox from PCs, phones, and web browsers exists inside and outside the firewall.

IM/Presence

Online presence, instant messaging, and peer-to-peer voice and video are in place (including multiple-layer anti-malware and contextual content filtering) and are accessible from PCs, phones, and web browsers. Online presence information and contextual “click to communicate” are integrated into the enterprise productivity and collaboration platform.

Conferencing

Secure web conferencing is managed by IT, has policy-based access control, uses a single directory, and is available from PCs and web browsers inside and outside the firewall. An enterprise-wide, standalone audio conferencing service is also managed by IT.

Voice

Voice communications are secure, encrypted, extended to remote and mobile workers using different mobile devices and integrated within enterprise productivity and collaboration platforms. Voice mail is part of a unified inbox that features single storage and a unified directory. Retention and protection policies are enforced by the organization; messages are available as voice or transcribed text and are accessible from PCs, phones, or web browsers.

ECM

Information Mgt

Web content is created, published, and managed by business owners who use appropriate publishing workflows to govern review cycles. Traditional and new media content types are managed consistently in a single repository that has integrated workflow.

Process Efficiency

Inbound and outbound communications are generated by scalable, server-based, automated processes; processes and line-of-business applications are integrated within a framework. Templates and output are stored and managed at the enterprise level as part of an information management strategy that provisions core document and records management capabilities. The organization gains leverage from visual workflow models and declarative workflow tools to create workflow solutions that have limited integration with line-of-business applications. People can design and validate customized parallel or serial workflows visually as needed, run them manually or automatically, and monitor them in real time. Users are empowered to create and deploy electronic forms by using visual design tools. Data from forms (stored in an open format) and scanned paper-based content are managed as part of an electronic information management strategy; a framework provides leverage for integration of data from forms with line-of-business applications.

Compliance

Policy definition occurs at the content repository level and covers retention and disposition of all types of content, including email. Reporting occurs manually.

Enterprise Search

Information Access

Unstructured content from the web, collaborative and content-managed data repositories, databases, and line-of-business applications is indexed. Indexing processes incorporate browsing by people and ranking of expertise.

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

Users create and manage personal or team dashboards and scorecards based on a balanced scorecard methodology that includes dynamic and cascading updates.

Analytics & Data Mining

The workbench enables data preparation, cleansing, multivariate analysis, and a sophisticated set of data mining algorithms and tuning options (including additional extensibility options such as custom algorithms) to support data mining across huge data volumes. IT provisions the business intelligence portal infrastructure with advanced business intelligence capabilities that include search, dashboards, scorecards, alerts, social interaction, browser-based thin-client experience, exception highlighting, guided and predictive analysis, and advanced visualization; end users can perform sophisticated analyses and build feature-rich business intelligence applications by using spreadsheet or other analysis tools; users can easily find data, analyses, and reports on the portal by conducting intelligent searches, and can set up alerts or notifications based on changes to key business metrics. Analytics available across device form-factors (desktop, phones, slates, etc.). IT builds an enterprise data warehouse and semantic model (online analytical processing cube) along with the supporting extract, transform, and load packages; data-cleansing tools; support to multiple languages; and master data management systems. Business metrics are centrally defined, and key performance indicators are shared via scorecards and dashboards on the business intelligence portal.

Report Generation & Distribution

IT manages reporting components and shared data sets to provide a highly interactive library and reporting environment in which end users can modify or edit source content, change the display, sort, apply filters, and customize reports after they are generated.

Content Creation

Authoring

Multi-Device Support

Key applications support optimized usage scenarios (for example, web for reach, rich client for responsiveness, and phone for mobility).

User Accessibility

Interoperability

Core productivity applications support the ability to save files in open standards-approved formats.

Database Dependencies

Design and Management:

There are enterprise-wide standards and practices for discrete areas such as physical storage and capacity planning, performance and tuning, data integrity, and security.

Integration Dependencies

Human Workflow:

Business stakeholders can design, interact with, monitor, innovate, and automate critical business processes in a more defined, monitored, and reportable manner using workflows.

Development Dependencies

User Experience:

Investment in next-generation development tools provides tight integration of various development tasks and offers the highest-quality of rich user experiences on multiple devices.Slide35

Technology GuidanceClient TechnologiesMicrosoft OfficeMicrosoft Office Outlook 2007 / Microsoft Outlook 2010, Microsoft Office Word 2007 / Microsoft Word 2010, Microsoft Office Excel 2007 / Microsoft Excel 2010, Microsoft Office PowerPoint 2007/ Microsoft PowerPoint 2010Microsoft Office Visio 2007 / Microsoft Visio 2010Microsoft Office Groove 2007 / Microsoft SharePoint Workspace 2010Microsoft Office InfoPath 2007 / Microsoft InfoPath 2010Microsoft Office SharePoint Designer 2007 / SharePoint Designer 2010Microsoft Windows Mobile 6.1 / 6.5Microsoft Office Mobile 2010Windows Mobile Device Center 6.1Windows Embedded Device Manager 2011Windows Phone 7Microsoft Office Web AppsMicrosoft Forefront Endpoint Protection 2010 / 2012Windows VistaWindows 7 EnterpriseMicrosoft Office Communicator 2007 R2 / Lync 2010Microsoft Office Communicator Mobile 2007 R2Microsoft Office Communicator Web Access 2007 R2Microsoft Office Live Meeting 2007 Server TechnologiesMicrosoft Office SharePoint Server 2007 / Microsoft SharePoint Server 2010Microsoft FAST Search Server 2010 for SharePointMicrosoft SharePoint OnlineMicrosoft Exchange Server 2007 / 2010Microsoft Exchange Hosted ServicesMicrosoft Exchange OnlineMicrosoft Office Communications Server 2007 R2 / Lync Server 2010Microsoft Office Communications Online / Lync OnlineMicrosoft SQL Server 2008 / 2008 R2Microsoft Server SecurityMicrosoft Forefront Security for SharePoint / Microsoft Forefront Protection 2010 for SharePointMicrosoft Forefront Security for Exchange Server / Microsoft Forefront Protection 2010 for Exchange ServerMicrosoft Forefront Security for Office Communications ServerMicrosoft Internet Security and Acceleration Server 2006 / Microsoft Forefront Threat Management Gateway 2010Microsoft Intelligent Application Gateway 2007 / Microsoft Forefront Unified Access Gateway 2010

Microsoft

Identity Lifecycle Manager

2007/ Microsoft

Forefront Identity Manager 2010

Windows Server 2008 /

2008

 R2

Windows Server Update Services 2.0 / 3.0

Microsoft

System Center

Microsoft System Center Operations Manager 2007 R2 / 2012

Microsoft System Center Data Protection Manager 2010 / 2012

Microsoft System Center Configuration Manager 2007 R3 / 2012

Microsoft System Center Mobile Device Manager 2008

Microsoft System Center Virtual Machine Manager 2008 R2 / 2012

Microsoft System Center Service Manager 2010 / 2012

Opalis

/ System Center Orchestrator 2012

Microsoft Desktop Optimization Pack 2008 R2 / 2009 R2

Windows Storage Server 2008 / 2008 R2

Windows Azure Platform

Windows Azure

SQL Azure

Microsoft Hyper-V Server 2008 / 2008 R2

Microsoft Application Virtualization 4.5 /

4.6Microsoft Virtual Desktop Infrastructure Suite

Windows Automated Installation KitMicrosoft BizTalk Server 2009 / 2010Microsoft Operations Framework 4.0Development Tools

Microsoft Visual Studio Team System 2008 / 2010

Microsoft Silverlight 4 /

5Microsoft Expression Studio 3 /

4Tools

Microsoft Application Compatibility Toolkit 5.0 / 5.5Microsoft Security Assessment ToolWindows User

State Migration Tool 3.0 / 4.0

Category ProductsMicrosoft Dynamics AX 2009/2012Microsoft Forecaster 6.7 / 7.0

Microsoft Dynamics SnapSlide36

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 2

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

Server Security

Windows Server 2008/2008 R2 (Windows Firewall with Advanced Security); Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Forefront Protection 2010 for SharePoint;

Forefront Security for SharePoint; Forefront Security for Office Communications Server; Forefront Endpoint Protection 2010/2012; Microsoft Forefront Unified Access Gateway 2010; Microsoft Intelligent Application Gateway 2007

Networking

Storage

Windows Server 2008/2008 R2; Windows 7; Windows Storage Server 2008/2008 R2; System Center Service Manager 2010/2012; System Center Virtual Machine Manager 2008 R2/2012; System Center Data Protection Manager 2010/2012

Client Services

Client Mgt & Virtualization

Deployment Toolkit 2008/2010; Diagnostics and Recovery Toolset; Virtual Desktop Infrastructure Suite; Microsoft Application Virtualization 4.5/4.6; Microsoft Enterprise Desktop Virtualization; Windows 7; Windows Server 2008/2008 R2; Application Compatibility Toolkit 5.0/5.5; Windows Server Update Services 2.0/3.0; Desktop Optimization Pack 2008 R2/2009 R2; System Center Configuration Manager 2007 R3/2012; System Center Operations Manager 2007 R2/2012; System Center Service Manager 2010/2012; System Center Mobile Device Manager 2008; Windows Embedded Device Manager 2011;Exchange Server 2007/2010; Windows Phone 7; Windows Mobile 6.1/6.5; Forefront Endpoint Protection 2010/2012; Microsoft

System Center Client Management Suite; Windows Vista; Windows

User State Migration Tool 3.0/4.0

Client Security

Forefront Endpoint Protection 2010/2012; Windows 7; Windows Server 2008/2008 R2; Windows Phone 7; Windows Mobile 6.1/6.5; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Windows Vista

Identity

& Security

Services

Identity & Access

Microsoft Forefront Identity Manager 2010; Microsoft Identity Lifecycle Manager 2007; Windows Server 2008/2008 R2; Windows 7; Hyper-V Server 2008/2008 R2

Information Protection & Control

Windows Server 2008/2008 R2; Forefront Endpoint Protection 2010/2012; Forefront Unified Access Gateway 2010; Intelligent Application Gateway 2007; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; System Center Operations Manager 2007 R2/2012

IT Process & Compliance

Microsoft Operations Framework 4.0; System Center Configuration Manager 2007 R3/2012; System Center Operations Manager 2007 R2/2012; System Center Service Manager 2010/2012; Hyper-V Server 2008/2008 R2; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Endpoint Protection 2010/2012; Windows Server 2008/2008 R2; Opalis;

System Center Orchestrator 2012;

System Center Data Protection Manager 2010/2012;

System Center Virtual Machine Manager 2008 R2/2012

BPIO

Collab

Workspaces

Portals

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Designer 2010; Office SharePoint Designer 2007; SharePoint Online; Office 2007/2010

Social Computing

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Online; Office 2007/2010

Project Mgt

UC

Messaging

Exchange Server 2007/2010; Outlook 2010; Office Outlook 2007; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Exchange Online; Microsoft Exchange Hosted Filtering; Exchange Hosted Encryption; Exchange Hosted Archive; Office Mobile 2010; Windows Phone 7; Windows Mobile 6.1/6.5; Microsoft Outlook Mobile 2010

IM/Presence

Office Communications Server 2007 R2;

Lync Server 2010; Office Communicator 2007 R2; Lync 2010; Forefront Security for Office Communications Server; Microsoft Office Communicator Mobile 2007 R2; Microsoft Office Communicator Web Access 2007 R2; Lync Online

Conferencing

Office Communications Server 2007 R2; Lync Server 2010;

Office

Communicator

2007 R2; Lync 2010;

Microsoft Office Live Meeting 2007; Lync Online

Voice

Office Communications Server 2007 R2;

Lync Server 2010; Office Communicator 2007 R2;

Lync

2010; Office Communications Online; Exchange Server 2007/2010; Outlook 2010; Office Outlook 2007; Exchange Online; Office Communications Online 2010; Windows Phone 7; Windows Mobile 6.1/6.5; Lync Online

ECM

Information Mgt

SharePoint Server 2010;

Office SharePoint Server 2007; Office 2007/2010; SharePoint Online; SharePoint Designer 2010; Office SharePoint Designer 2007

Process Efficiency

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Designer 2010; Office SharePoint Designer 2007; Office 2007/2010; SharePoint Online; Visio 2010

Compliance

SharePoint Server 2010; Office SharePoint Server 2007; SharePoint Online; Office 2007/2010

Enterprise Search

Information Access

SharePoint Server 2010; Office SharePoint Server 2007; Microsoft FAST™ Search Server 2010 for SharePoint; SharePoint Online; Office 2007/2010

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

SharePoint Server 2010; Office SharePoint Server 2007;

SQL Server 2008/2008 R2; Office 2007/2010; SharePoint Online; Visio 2010; Office Visio 2007

Analytics & Data Mining

SharePoint Server 2010; Office SharePoint Server 2007;

SQL Server 2008/2008 R2; Office 2007/2010; Visio 2010; Office Visio 2007

Report Generation & Distribution

SharePoint Server 2010; Office SharePoint Server 2007; SQL Server 2008/2008 R2; SharePoint Online; Office 2007/2010; Visio 2010; Office Visio 2007

Content Creation

Authoring

Multi-Device Support

SharePoint Server 2010; Office 2010; Visio 2010; Office Visio 2007

User Accessibility

Interoperability

Office 2010; SharePoint Server 2010

Database Dependencies

SQL Server 2008 / 2008 R2

Integration Dependencies

BizTalk Server 2009 / 2010; Visual Studio Team System 2008/2010

Development Dependencies

Visual Studio Team System 2008/2010; Expression Studio 3/4; Silverlight 4/5Slide37

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 2Category Products

Business

Driver

Category

Product

Streamline the budgeting and forecasting process

Microsoft Forecaster 6.7/7.0:

Expense budgeting that ties directly to strategic plans

Dynamics AX 2009/2012:

Greater visibility into inventory and demand

Retain and attract customers with a lean customer support staff

None

Deepen business insights less expensively

Dynamics AX 2009/2012:

Greater visibility into inventory and demand

Microsoft Dynamics Snap:

Timely data exchange with Microsoft Office applications

Spend less on corporate reporting

None

Decrease the cost of publishing content to the Internet

None

Streamline approval processes

None

Increase environmental sustainability

NoneSlide38

CONCEPTUAL ARCHITECTUREMAPPINGTECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONCONCEPTUAL ARCHITECTUREPhase 2Slide39

LOGICAL ARCHITECTURECONCEPTUAL ARCHITECTURETECHNOLOGIES MAPPINGPHASE DEFINITIONLOGICAL ARCHITECTUREPhase 2Slide40

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the Capability RequirementsSlide41

CONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTURE MAPPINGPHASE DEFINITIONPhase 3Business DriverNeeds

Business Capabilities

Streamline the budgeting and forecasting process

Automate budgeting processes and create documented process steps and workflow for negotiation and approvals

Align budgeting and forecasting to the supply chain to understand and manage escalating costs

Provide a dynamic and role-based budgeting process with capabilities to reconcile actuals and forecasts according to budgets

Be able to adjust performance targets to business conditions

Implement site accounting for activity-based costing to support analyzing value streams to improve opportunities and ongoing monitoring, tracking, and status

Provide collaboration portals that share supplier data and information

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 campaigns

Improve operational efficiencies by integrating technology and process across sales staff, call center representatives, and clients

Drive persistent focus on critical areas of individual performance and improve focused execution in niche markets and for high-value customers

Align 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

Deepen business insights less expensively

Improve decision-making capabilities across the organization to provide insight and a single version of the truth

Connect 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 costs

Automate business processes across operations, management, suppliers, and customers to increase efficiency, cut costs, gain insight, and improve consistency

Improve the support for decision-making by providing ready access to relevant operational, performance, and financial data

Improve decision making abilities in carrying out daily processes and high-priority functions

Enhance process agility internally and with partners and suppliers, by enabling users to create and alter workflows to respond to dynamic work conditionsSlide42

CONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTURE MAPPINGPHASE DEFINITIONPhase 3Business DriverNeeds

Business Capabilities

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 management

Reduce operational cost by integrating information from core systems to make it electronically available for reports and key applications

Enable full strategic alignment of metrics and accountability for performance across business functions and roles

Provide transparency into business units, processes, and their relative performances

Streamline access to process performance and improvement data across a portfolio of customers, products, suppliers, channels, and projects

Provide better root cause analysis and guidance about the key performance drivers of business results

Provide integrated access to data in financial and administrative systems

Reduce the need to switch to other applications to modify or enter new information

Enable users to share information securely and comply with government mandates

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 Web site content is effectively managed and integrated with operational business processes

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

Streamline approval processes

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

Create a culture of compliance for all critical documents, and assure receipt and review auditing based on how critical a document is

Streamline and automate proposal generation

Increase environmental sustainability

Enable stakeholders to create “in-office worker” experiences for remote workers

Reduce travel cost

Make training more cost effective

Enable a roaming workforce with the flexibility to work from home, satellite offices, or permanent desksSlide43

MAPPINGCONCEPTUAL ARCHITECTURETECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONPhase 3

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

Images are maintained at current update levels and are available for deployment in physical and virtual environments. Software update management and auditing are policy-driven and monitored, including automated vulnerability detection.

Server Security

Malicious software protection is centrally managed across server operating systems, including host firewall, host Intrusion Protection Systems/vulnerability shielding, and quarantine.

Networking

Automatic server cleanup uses scavenging. Redundant Domain Name System servers exist in multiple locations and provide fault tolerance.

Storage

Client Services

Client Mgt & Virtualization

Client Security

Identity

& Security

Services

Identity & Access

The federation and trust management infrastructure is fully automated for partner and cloud-based scenarios to readily enable user-based access.

Information Protection & Control

Persistent information protection is automated for sensitive data across the partner and customer ecosystem.

IT Process & Compliance

BPIO

Collab

Workspaces

Workspaces are centrally managed, support a hybrid on-premises and web (cloud)-based infrastructure, and integrate fully with business applications. Life-cycle management, including creation, discoverability, archiving, and retirement, is automated.

Portals

Portals support collaboration and information sharing across extranet and Internet sites in a hybrid on-premises and web-based infrastructure and through federated relationships with trusted partners. Portals and LOB applications are integrated and users can take them offline for changes and secure synchronization later; can access data from these LOB apps across mobile devices; IT has the flexibility to create rich client applications and surface them within productivity applications that are used to create and integrate content with the system of record.

Social Computing

Blogs, wikis, and podcasts are used enterprise-wide and compose a significant amount of enterprise content; communities have dedicated, actively managed sites that often are customized for specific needs, Profiles are highly customizable; personal sites offer organizational, attention management, and public commenting capabilities; social networking and business productivity tools are integrated; enterprise news feeds complement RSS and email alerts. Social networking capability is available via applications on mobile devices.

Project Mgt

UC

Messaging

Advanced policy controls are applied to mobile devices and applications; suppliers and customers have federated calendars; email and contacts are integrated across the enterprise to support collaboration and are available to LOB applications.

IM/Presence

IM and online presence are federated to suppliers and customers across multiple devices and integrated across LOB applications, which enables enterprise networking through expert search.

Conferencing

A secure, unified conferencing platform that enables rich audio, video, and data collaboration is managed by IT and is available from enterprise productivity applications. The platform also has a single user interface, a single directory, and is available across organizational boundaries.

Voice

Voice mail is integrated with Unified Communications and extends to business processes and LOB applications

via PCs, phones, and web browsers.

ECM

Information Mgt

Process Efficiency

Compliance

Policy management is based on content type, location, and document libraries, and includes adherence of content used offline. An integrated solution for electronic discovery of information is in place. Retention policies and holds on records are automated.

Enterprise Search

Information Access

A single platform provides an organization-wide search experience. Structured data is incorporated and exposed in search-driven applications.

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

Diagrams are dynamically linked to data and shared using a web browser. Diagrams display real-time data from one or more sources; data can be refreshed automatically at specific intervals.

Analytics & Data Mining

Report Generation & Distribution

Content Creation

Authoring

Multi-Device Support

Underlying capabilities such as instant messaging, communications, workflow, collaboration, and content management are available in each delivery mode as appropriate.

User Accessibility

Interoperability

Core productivity applications are integrated with workflows and validation engines, and support rendering changes made directly to files.

Database Dependencies

High Availability:

Systems can handle highly tuned workloads with quantified service-level agreements and real-time query performance to achieve and maintain high levels of data availability and business continuity, and including advanced restoration capabilities across the enterprise.

Integration Dependencies

Business to Business Integration:

All core business processes are automated and extended beyond the firewall with workflows, including management and monitoring of end-user tasks and mission-critical events.

Development Dependencies

Software Quality:

Adaptive methodologies and emergent design approaches facilitate integration of design and development processes.Slide44

Technology GuidanceClient TechnologiesMicrosoft OfficeMicrosoft Office Outlook 2007 / Microsoft Outlook 2010, Microsoft Office Word 2007 / Microsoft Word 2010, Microsoft Office Excel 2007 / Microsoft Excel 2010, Microsoft Office PowerPoint 2007/ Microsoft PowerPoint 2010Microsoft Office Visio 2007 / Microsoft Visio 2010Microsoft Office Groove 2007 / Microsoft SharePoint Workspace 2010Microsoft Office InfoPath 2007 / Microsoft InfoPath 2010Microsoft Office SharePoint Designer 2007 / SharePoint Designer 2010Microsoft Windows Mobile 6.1 / 6.5Microsoft Office Mobile 2010Windows Mobile Device Center 6.1Windows Embedded Device Manager 2011Windows Phone 7Microsoft Office Web AppsMicrosoft Forefront Endpoint Protection 2010 / 2012Windows VistaWindows 7 EnterpriseMicrosoft Office Communicator 2007 R2 / Lync 2010Microsoft Office Communicator Mobile 2007 R2Microsoft Office Communicator Web Access 2007 R2Microsoft Office Live Meeting 2007Server TechnologiesMicrosoft Office SharePoint Server 2007 / Microsoft SharePoint Server 2010Microsoft FAST Search Server 2010 for SharePointMicrosoft SharePoint OnlineMicrosoft Exchange Server 2007 / 2010Microsoft Exchange Hosted ServicesMicrosoft Exchange OnlineMicrosoft Office Communications Server 2007 R2 / Lync Server 2010Microsoft Office Communications Online / Lync OnlineMicrosoft SQL Server 2008 / 2008 R2Microsoft Server SecurityMicrosoft Forefront Security for SharePoint / Microsoft Forefront Protection 2010 for SharePointMicrosoft Forefront Security for Exchange Server / Microsoft Forefront Protection 2010 for Exchange ServerMicrosoft Forefront Security for Office Communications ServerMicrosoft Forefront Server Security Management ConsoleMicrosoft Internet Security and Acceleration Server 2006 / Microsoft Forefront Threat Management Gateway 2010

Microsoft Intelligent Application Gateway 2007 / Microsoft Forefront Unified Access Gateway 2010

Microsoft

Identity Lifecycle Manager

2007 / Microsoft

Forefront Identity Manager 2010

Windows Server 2008 /

2008

 R2

Windows Server Update Services 2.0 / 3.0

Microsoft

System Center

Microsoft System Center Operations Manager 2007 R2 / 2012

Microsoft System Center Data Protection Manager 2010 / 2012

Microsoft System Center Configuration Manager 2007 R3 / 2012

Microsoft System Center Mobile Device Manager 2008

Microsoft System Center Virtual Machine Manager 2008 R2 / 2012

Microsoft System Center Service Manager 2010 / 2012

Opalis

/ System Center Orchestrator 2012

Microsoft Desktop Optimization Pack 2008 R2 / 2009 R2

Windows Storage Server 2008 / 2008 R2

Windows Azure

Platform

Windows Azure

SQL Azure

Windows Server

AppFabricMicrosoft Hyper-V Server 2008 / 2008 R2Microsoft Application Virtualization 4.5 / 4.6

Microsoft Virtual Desktop Infrastructure Suite

Duet Enterprise for Microsoft SharePoint and SAP Software

Windows Automated Installation KitMicrosoft BizTalk

Server 2009 / 2010Microsoft Operations Framework 4.0

Development ToolsMicrosoft Visual Studio Team System 2008 / 2010Microsoft Silverlight 4 / 5

Microsoft Expression Studio 3 /

4

Tools

Microsoft Application Compatibility Toolkit 5.0 / 5.5

Microsoft Assessment and Planning Toolkit 4.0 / 5.0

Microsoft Security Assessment Tool

Windows User

State Migration Tool 3.0 / 4.0

Category Products

Microsoft Dynamics AX 2009/2012

Microsoft Forecaster 6.7 / 7.0

Microsoft Dynamics Snap

Microsoft Dynamics CRM 4.0 /

2011

Microsoft Dynamics

FRxSlide45

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTURE MAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 3

B

S

R

D

Core IO

Data Center Services

Data Center Mgt & Virtualization

Windows Server 2008/2008 R2; Hyper-V Server 2008/2008 R2; System Center Configuration Manager 2007 R3/2012; System Center Operations Manager 2007 R2/2012; System Center Virtual Machine Manager 2008 R2/2012; Windows Azure Platform; System Center Service Manger 2010/2012; Opalis;

System Center Orchestrator 2012

Server Security

Windows Server 2008 R2 (Windows Firewall with Advanced Security); Windows Server 2008 (Windows Firewall with Advanced Security); Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Forefront Protection 2010 for SharePoint; Forefront Security for SharePoint; Forefront Security for Office Communications Server; Forefront Endpoint Protection 2010/2012; Forefront Unified Access Gateway 2010; Intelligent Application Gateway 2007

Networking

Windows Server 2008/2008 R2; Windows 7; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Windows Server AppFabric (Caching); System Center Operations Manager 2007 R2/2012

Storage

Client Services

Client Mgt & Virtualization

Client Security

Identity

& Security

Services

Identity & Access

Windows Server 2008/2008 R2; Forefront Identity Manager 2010; Identity Lifecycle Manager 2007; Windows Azure Platform; Windows 7 Enterprise; Hyper-V Server 2008/2008 R2

Information Protection & Control

Windows Server 2008/2008 R2; Forefront Endpoint Protection 2010/2012; Forefront Unified Access Gateway 2010; Intelligent Application Gateway 2007; Forefront Threat Management Gateway 2010; Internet Security and Acceleration Server 2006; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Forefront Identity Manager 2010; Identity Lifecycle Manager 2007; System Center Operations Manager 2007 R2/2012; System Center Service Manager 2010/2012; System Center Configuration Manager 2007 R3/2012; Opalis;

System Center Orchestrator 2012

IT Process & Compliance

BPIO

Collab

Workspaces

SharePoint Online; Office SharePoint Designer 2007;

SharePoint Designer 2010; Office Groove 2007; Office 2007/Office 2010 (including Microsoft SharePoint Workspace 2010); SharePoint Server 2010; Office SharePoint Server 2007

Portals

SharePoint Server 2010; Office SharePoint Server 2007;

SharePoint Designer 2010; Office SharePoint Designer 2007; SharePoint Online; Office 2007/2010; Duet Enterprise for Microsoft SharePoint and SAP Software

Social Computing

SharePoint Server 2010;

Office SharePoint Server 2007; SharePoint Online; Office 2007/2010

Project Mgt

UC

Messaging

Exchange Server 2007/2010; Outlook 2010; Office Outlook 2007; Forefront Protection 2010 for Exchange Server; Forefront Security for Exchange Server; Forefront Server Security Management Console; Exchange Online; Exchange Hosted Filtering; Exchange Hosted Encryption; Exchange Hosted Archive; Office Mobile 2010; Outlook Mobile 2010;

System Center Mobile Device Manager 2008; Windows Phone 7; Windows Mobile 6.1/6.5

IM/Presence

Office Communications Server 2007 R2/Lync Server 2010; Office

Communicator

2007 R2/Lync 2010;

Forefront Security for Office Communications Server; Office Communicator Mobile 2007 R2; Office Communicator Web Access 2007 R2; Office Communications Online; Lync Online

Conferencing

Office Communications Server 2007 R2; Lync Server 2010;

Office

Communicator

2007 R2; Lync 2010;

Microsoft Office Live Meeting 2007; Lync Online

Voice

Office Communications Server 2007 R2/Lync Server 2010; Office

Communicator

2007 R2/Lync 2010; Office Communications Online; Lync Online; Exchange Server 2007/2010; Outlook 2010; Office Outlook 2007;

Exchange Online; Windows Phone 7; Windows Mobile 6.1/6.5

ECM

Information Mgt

Process Efficiency

Compliance

SharePoint Server 2010; Office SharePoint Server 2007; Office 2007/2010; SharePoint Online

Enterprise Search

Information Access

SharePoint Server 2010; Office SharePoint Server 2007; FAST Search Server 2010 for SharePoint; SharePoint Online; Office 2007/2010

Interactive Experience & Navigation

Reporting

& Analysis

Dashboards

SharePoint Server 2010; Office SharePoint Server 2007; SQL Server 2008/2008 R2; Office 2007/2010; SharePoint Online; Visio 2010; Office Visio 2007

Analytics & Data Mining

Report Generation & Distribution

Content Creation

Authoring

Multi-Device Support

Office 2010; SharePoint Server 2010; Visio 2010; Office Visio 2007

User Accessibility

Interoperability

Office 2010; SharePoint Server 2010

Database Dependencies

SQL Server 2008/2008 R2

Integration Dependencies

BizTalk Server 2009 / 2010; Visual Studio Team System 2008/2010

Development Dependencies

Visual Studio Team System 2008/2010; Expression Studio 3/4; Silverlight 4/5Slide46

TECHNOLOGIESCONCEPTUAL ARCHITECTURELOGICAL ARCHITECTUREMAPPINGPHASE DEFINITIONTECHNOLOGIESPhase 3Category Products

Business

Driver

Category

Product

Streamline the budgeting and forecasting process

Microsoft Dynamics FRx:

In-depth, multidimensional financial analysis

Microsoft Forecaster 7.0/6.7:

Expense budgeting that ties directly to strategic plans

Dynamics AX 2009/2012:

Greater visibility into inventory and demand

Retain and attract customers with a lean customer support staff

Microsoft Dynamics CRM 4.0/2011

:

Single views of each customer

Deepen business insights less expensively

None

Spend less on corporate reporting

Microsoft Forecaster 6.7/7.0:

Expense budgeting that ties directly to strategic plans

Microsoft Dynamics CRM 4.0/2011

:

Single views of each customer

Decrease the cost of publishing content to the Internet

None

Streamline approval processes

None

Increase environmental sustainability

NoneSlide47

CONCEPTUAL ARCHITECTURE MAPPINGTECHNOLOGIESLOGICAL ARCHITECTUREPHASE DEFINITIONCONCEPTUAL ARCHITECTUREPhase 3Slide48

LOGICAL ARCHITECTURECONCEPTUAL ARCHITECTURETECHNOLOGIES MAPPINGPHASE DEFINITIONLOGICAL ARCHITECTUREPhase 3Slide49

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3Customize the Capability RequirementsSlide50

Identify your top-priority business driversIdentify the business capabilities in the Capability Discussion Guide that match your priorities (see below)Choose the phase (Phase 1, Phase 2, or Phase 3) that corresponds to your prioritiesAdd, remove, or adjust capabilitiesExample: Steps to Customize the SolutionCustomize the pre-defined solutions (Phase 1, Phase 2, or Phase 3) by doing the following:Understand your priorities Choose a starting pointAdjust the mappingSlide51

Example: Customized Solution RequirementsExample Solution Area: Phase 2BSRDCore IOData Center ServicesData Center Mgt & Virtualization

A defined set of core standard images exists. There is a defined, end-to-end server deployment process that includes application compatibility testing.

Server Security

Protection for select applications (such as e-mail) is centrally managed. Remote access is secure, standardized, and available to end users across the organization.

Networking

Zone creation and record updates are automatic to support directory services. Dynamic Host Configuration Protocol servers are aware of sub-networks.

Storage

Storage is managed on server clusters or shared storage arrays. Transparent failover occurs if a storage node fails, with no interruption in availability.

Client Services

Client Mgt & Virtualization

The majority of the installed client base has a combination of current and recently released operating systems. A centralized store of user profiles supports the ability to apply policies.

Client Security

All users are deployed as standard users, and users who require administrative access are given secondary accounts. Users are restricted from running applications that are considered harmful to the environment. Disk-level encryption is in place across all desktop systems and laptops.

Identity

& Security Svcs

Identity & Access

?

Federation and trust are set manually per instance for select applications or systems across boundaries. Password policies are set within the directory service to enable life-cycle management.

Information Protection & Control

?

Data classification is contextual at select points and for select protocols in the network, and complements classification by end users. Data classification is both contextual and driven by end-users as data is created and used.

IT Process

& Compliance

Individual business units align with the IT service portfolio. IT service costs, returns, capacity, availability, continuity, and integrity are reported. IT policies are documented for each IT service.

BPIO

Collab

Workspaces

Workspaces are centrally managed, customizable, and reusable, and provide users the capability to collaborate through Web browsers and mobile devices. Offline synchronization is supported. Team members can simultaneously author, edit, and review content.

Portals

Publishers can direct content to specific audience targets. Portals deliver a customized, targeted, or aggregated view of information to individuals based on user identity and role. Users get targeted information based on their profiles and roles in the organization.

Social Computing

Blogs, wikis, and podcasts are used occasionally, but may not be encouraged enterprise-wide. Communities, if present, are largely through e-mail or are driven by forums. Social feedback is generally limited to comments in e-mail, forums, or within individual documents.

Project Mgt

?

Teams plan, track, and share tasks in lists by using collaboration tools. Multiple baselines exist. Portfolios are analyzed in graphical views that include status, resource allocations, and financial details.

UC

Messaging

?

The e-mail platform supports message encryption (S/MIME) to enable digital signatures. IT manages mailbox provisioning by using a single directory.

IM/Presence

Users have secure access to an enterprise-managed online presence and IM infrastructure from inside and outside the firewall. Peer-to-peer voice and video communications are based on a single directory. Multiple-party IM is managed by the enterprise.

Conferencing

A secure, unified conferencing platform that enables rich audio, video, and data collaboration is managed by IT and is available from enterprise productivity applications. The platform also has a single user interface, a single directory, and is available across organizational boundaries.

Voice

Call routing within an organization is based on identity and online presence. Server pools that are split across data centers or replicated provide resilience to data centers when disaster occurs.

ECM

Information Mgt

Metadata includes social tags. Search indexing automates promotion of metadata to business applications and processes. Web content is dynamically presented to visitors based on real-time behavior analysis. Web sites are integrated with line-of-business systems to manage and deliver content in both locations.

Process Efficiency

All data from forms is captured and validated electronically. Paper-based content is scanned and key data is extracted by using character-recognition technology. Business processes are automated by using workflows and visual design tools.

Compliance

Policy definition occurs at the content repository level and covers retention and disposition of all types of content, including e-mail. Reporting occurs manually. Content is stored in a well-managed repository and disposition rules are appropriately applied.

Enterprise Search

Information Access

Unstructured content from the Web, collaborative and content-managed data repositories, databases, and line-of-business applications is indexed. Indexing processes incorporate browsing by people and ranking of expertise.

A single platform provides an organization-wide search experience.

Interactive Experience & Navigation

There is a single way to access all information, structured or unstructured, across the organization. Search-driven portals and applications provide content targets based on user context and interests.

Reporting

& Analysis

Dashboards

Users can search for reports and related unstructured documents, and they have access to data through connections managed by IT. Diagrams are linked to data and shared as static Web pages or in PDF.

Analytics & Data Mining

In addition to the IT-provisioned infrastructure for data mining activities, support by data mining analysts, and self-service capabilities for end users, is a powerful data mining workbench.

Report Generation & Distribution

IT manages reporting components and shared data sets to provide a highly interactive library and reporting environment in which end users can modify or edit source content, change the display, sort, apply filters, and customize reports after they’re generated.

Content Creation

Authoring

Content is efficiently reused without loss of context across applications that have different purposes. Templates are centrally manageable. Ideas, notes, and research gathered across Web productivity tools and conversations are easy to find and share.

Multi-Device Support

Application user interfaces are customizable at the user and organizational levels for optimal flexibility in user experience and IT control. Documents can be viewed and edited through optimized modes (such as PC, phone, or browser) without significant formatting or data loss.

User Accessibility

A broad ecosystem of third-party extensions further reduces usability challenges for people who require various accessibility accommodations. Solutions are developed to support process-led checks of user-created content and sites before publication

Interoperability

Content is actively exchanged with and transformed by line-of-business systems through extensible markup language (XML)-based formats.Slide52

Example: Tips to Customize the SolutionServer Security helps protect and secure the server infrastructure at the data center from viruses, spam, malware, and other intrusions. Networking helps manage the network and related configurations to ensure optimal utilization of network resources and business continuity.Consider using an alternate maturity level that corresponds to your requirementsIdentify, document, and discuss how a capability may be relevantKeep a capability if you are unsure whether you need itSlide53

AgendaRecap Discussions to DateNext StepsSolution GuidancePhase 1Phase 2Phase 3

Customize the Capability RequirementsSlide54

Engagement ApproachAudienceSolution road mapSolution areasIndustryHorizontalBusiness strategy

Integrated Capability

Analysis => Projects, architecture, products

Present relevant

integrated capabilities

Position the

Integrated Enterprise

Platform approach

Business executives

Understand business needs and priorities

Discuss range of potential solution capabilities

IT

executives

Architects IT pro/dev executivesSlide55

© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing 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.