Mike Walker Architecture Strategy Team Keynote

Introduction Mike Walker is the managing architecture strategist for the Financial Services vertical at Microsoft. Walker is responsible for driving and evangelizing Microsoft’s worldwide industry and vertical strategy in the banking, insurance and securities segments. Specifically, Walker ensures that financial services institutions around the world realize the full extent of Microsoft’s vision and value proposition, by overseeing areas such as industry strategy, marketing, solution development, partner development, thought leadership, and executive relations. Walker joined Microsoft in early 2006. His background is as a financial services strategist, specializing in business transformation around technology, but he combines this experience with a strong focus on strategic execution. Prior to joining Microsoft, Walker ‘s worked as an enterprise architect in banking, where he developed business strategies, conducted strategic infrastructure planning, and implemented technology projects. His experience includes bespoke and package implementation, enterprise process design and management, applications management and systems selection.

Turbulent Forces at Play

Many Forces at Play Globalization Regulation Competition Customer Demand Technology Market Changes

Processes Need Optimization

To Focused on Wiring

Co-Exist with Legacy

/ Agenda / Throwing away assets is no longer an option Re-Writing Solutions

People Drive Business Performance Microsoft Innovation Supports People-Ready Business

The Role of Software Facilitate Insights and Decisions Support Teamwork Execute Processes Foster Compliance Capture Intellectual Property Interact with Customers

Facilitate Insights and Decisions

Support Teamwork

Execute Processes

Foster Compliance

Capture Intellectual Property

Interact with Customers

OBAs Bridge the Divide

What are Office Business Applications What is an OBA? A new way to build business applications Composite Applications Leverage Office Clients and MOSS Services Provide the gateway into LOB information What OBAs are not A Product Simple Office Clients Line-of-business Applications Microsoft Office System OBAs

What is an OBA?

A new way to build business applications

Composite Applications

Leverage Office Clients and MOSS Services

Provide the gateway into LOB information

What OBAs are not

A Product

Simple Office Clients

New Breed of Application: Office business applications Connect back office and people Early examples: Microsoft-SAP Duet Oracle Siebel client Microsoft Elixir …

Connect back office and people

Early examples:

Microsoft-SAP Duet

Oracle Siebel client

Microsoft Elixir

…

Leverage Existing Assets 2007 Office Server

Idealized Process CRM Process Create Lead Qualify Lead Retire Lead Create Opportunity Create Quote Complete Sale Close Sale Sale Closed ? ERP Process Create PO

“ Real World” Process OUT OF BAND CRM Process Create Lead Qualify Lead Retire Lead Create Opportunity Create Quote Complete Sale Close Sale Sale Closed ? ERP Process Create PO Get specs from customer Validate The specs with tech sales Estimate custom design Cost out solution Decide discount strategy Assemble response Approve response

2007 Office System Business intelligence Collaboration Content management Streamlined processes Portals Search Word processing Business modeling Presentations Business data management Information management

Office SharePoint Server 2007

Microsoft Office as the Client “ We thought people would use our portal, but now we realize they want to use SAP in their own interface. People will prefer to retain their current user experience. People love Office. You can connect SAP [to Office] so they don't need to leave their comfort zone.“ -- Shai Agassi, President, SAP Product & Technology Group “ It is important to simplify and improve the user experience associated with enterprise applications interaction. Specifically, today most enterprise applications have Web-based user interfaces, but knowledge workers often find that these user interaction models are less intuitive to use and interfere with their daily work in Microsoft Office. “

Recommended Resources MSDN OBA Architecture Center http://msdn2.microsoft.com/en-us/architecture/aa699381.aspx Office Developer Center http://msdn2.microsoft.com/en-us/office/default.aspx Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker

© 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.