AAJ Webinar - Lync Unified Communications and SharePoint 2010

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AAJ Webinar - Lync Unified Communications and SharePoint 2010

  1. 1. Microsoft Lync Unified Communications and SharePoint 2010 Chris Jackson, AAJ Technologies Ben Tosado, Conquest
  2. 2. Diverse Users with Diverse Needs Highly Mobile Office Worker Task Worker Titles Executive Sales Professional Teleworker HR Financial Analyst Marketing Plant Floor Worker Retail Sales Rep Location Always On the Go May not have fixed desk Mobile within Single Primary Location; Usually has Dedicated Desk Collaboration Multiple Projects, with Partners and Customers Primarily within the Same Organization IT Tools Anywhere Access to Communication & Collaboration Tools Laptop & Smart Phone Communications, Collaboration and Productivity Tools PC or Laptop Single Primary Work Location; No Desk Through Structured Tasks & Processes Line of Business Applications, Basic Communications Tools (e-mail, Portals) Shared PC; LOB device
  3. 3. The Business Impact of Unified Communications for Collaboration How your company can survive and thrive today Decrease costs By reducing travel, communications, and IT costs Improve business outcomes By maximizing individual productivity and fostering team collaboration
  4. 4. Decreasing Costs Lower Messaging Costs Reduce Travel Expenses Reduce Telephony and Audio Conferencing Charges Lower Real Estate and Facility Costs Reduce Cost of Communications Systems Save 50–80% Save 20–40% Save 20–40% Save 30–40% Save 40–60% Note: Results are based on customer evidence. Visit www.microsoft.com/uc/ and www.microsoft.com/casestudies to learn more.
  5. 5. Improving Business Outcomes Improve End-User and Team Productivity Up to 30 min/day Complete Projects Faster Up to 10% Shorten Sales Cycle Up to 20% Resolve Customer Issues Faster Up to 20% Attract and Retain Employees Varies by customer Note: Results are based on actual Microsoft customer evidence and a composite case study of a 4,000-person company developed from interviewing 15 companies. Please see the Total Economic Impact™ of Microsoft Unified Communications white paper issued by Forrester Research.
  6. 6. Microsoft Unified Communications Across Devices PC, Mobile, Web Increase Efficiency and Flexibility Streamline Communications Amplify Protection and Control Unified Identity, Presence, and Inbox Authentication Administration Maximize IT Storage Resources Compliance with S+S Provide a Unified and Extensible Platform On-Premises or in the Cloud
  7. 7. Microsoft Internal Deployment Microsoft IT Used Forrester’s Business Value Framework to Measure the Overall Impact of the UC Deployment at Microsoft o E-mail, IM, Presence, and Conferencing: 150,000 Users o Voice: 50,000+ users o Unified Messaging: 75,000 users Reduced Costs — annual savings of more than $212 million Reduced audio conference costs 50% reduction ($3 million) Reduced IT infrastructure costs $20 reduction/office move ($1.7 million) Reduced travel costs 10% reduction in trips/employee ($93 million) Improved Business Outcomes — ROI of 240% Improved user productivity 28 minutes saved/day/employee ($86 million) Shorten sales cycle 6.5% increase in proposals ($11 million) Reduced carbon emission 100 million miles in avoided air travel (17,000 metric tons) As of February 2010 | http://technet.microsoft.com/en-us/library/cc982178.aspx
  8. 8. Streamline Communications Click to Communicate from Office Applications Enable “Anywhere Access” Communications Bringing Conferencing to Everyone
  9. 9. Click to Communicate from Office Reply your desktop with Share presence withinIM a singleOutlook® Escalate e-mail with Microsoft View to to voice and video chat click
  10. 10. Enable Anywhere Access Connect in real time across devices mobile familiar or the Web Access messages through your PC, from a device, interface PC Mobile Web
  11. 11. Bringing Conferencing to Everyone Whatever You Choose Wherever You Are As Much As You Like Web Conferencing Office Communicator 2007 and webcam Inside your organization Video Conferencing • • “R2” Tele-presence systems Extending A/V-enabled rooms • Desktop with webcam Existing conferencing room with audio/video (A/V) capability Mobile workforce Audio Conferencing Customers/partners Telepresence and room systems Remote workers Outside the firewall
  12. 12. Provide Professional Grade Reliability, Availability and Scalability San Jose Recover quickly from disk and database failures New York DB1 DB1 DB1 DB2 DB2 DB2 DB3 DB3 Replicate databases to remote data center DB3 o Provide Full Redundancy Using as Few as Two Servers o Reduce Backup Frequency with Database Replicas o Choose from Flexible Storage Options to Fit Your Business and Budget
  13. 13. Maximize IT Resources with Software-plus-Services On-Premises Control and Ownership Customization Cloud Services Highly Available Data Centers Simplified Management
  14. 14. Highly Available Data Centers Firewalls Intrusion Detection System o Geo-Redundant Data Centers o N+1 Architecture o Nine Layers of Data Security o CyberTrust Certified o Secure Access Via SSL o ITIL/MOF Operational Practices o 24x7x365 Support o Backed by 99.9 Percent Uptime Service-Level Agreement (SLA) System-Level Security Application Authentication Application-Level Counter Measures Virus Scanning Separate Data Networks Authentication to Data
  15. 15. Simplified Management and Deployment Unified Administration o Manage Subscriptions and Services o Provision Users and Reset Passwords o View Service Health, Get Help and Support o Access Tools and Resources On-Premises and in the Cloud o Manage a Single Directory o Utilize Migration Tools o Benefit from a Predictable Cost
  16. 16. Interoperable and Extensible Platform Integrate and Extend Existing Investments Extend Communications Into Business Processes
  17. 17. Integrate and Extend Existing Investments Microsoft Investments Office Communications Server Exchange Server o Single User Identity Through a Single Directory o Click to Communicate from Familiar Microsoft Office and SharePoint Applications Third-Party Vendor Technology o Interoperable With Room-Based Conferencing o Reduced Costs Using Session Initiation Protocol (SIP) Trunking Active Directory
  18. 18. Extend to Business Processes Integrate Presence with Line-Of-Business Applications
  19. 19. Right Tools for the Right Users Highly Mobile Office Worker Experience Rich Client Experience Across PC, Web, and Mobile Phone Rich Experience Across PC and Web Workloads Anywhere access to: E-mail/Calendar Presence/IM Telephony Voicemail Unified Conferencing Document Workspaces Microsoft Office Devices Laptop Mobile Phone E-mail/Calendar Presence/IM Telephony Voicemail Unified Conferencing Document Workspaces Microsoft Office Desktop Computer Task Worker Rich Web Client Access to Messaging and Collaboration E-mail/Calendar Document Workspaces Shared PC, Kiosk, or Handheld Device
  20. 20. Communicate from Familiar Applications Have a conversationall your Chooseconversations in progress Set presenceyou ofe-mail contacts See yourpresence want to communicate with your contacts IM presence the how in an
  21. 21. Today’s Workforce Landscape Deskless Workers Sales Human Resources Marketing Corporate Purchasing Maintenance Transportation/ Shipping Receiving Warehouse Shipping Plant Floor Distribution
  22. 22. Deskless Workers Roles: Plant Floor Workers, Warehouse Workers, Maintenance Workers, Shipping and Distribution Workers, Line Managers, Production Managers Defined: No dedicated PC. Needs access to company information and requires light communication capabilities. Challenges     Communications are predominately via hard-copy, interoffice mail. Employee training is often paper-based and difficult to track. Staffing and scheduling are manual, time-consuming tasks. Safety and compliance are paper-based processes. There is no confirmation of receipt of alerts and guidelines.  HR/Benefits support and inquiries are typically manual interactions.
  23. 23. Information Workers Roles: Executives, Sales and Marketing, Engineers, HR, Finance, Mid-level and Senior Management Defined: Dedicated PC. Requires information access and heavy communication and collaboration capabilities. Challenges  Secure, cost-effective communications and collaboration to a dispersed, global corporate and partner network.  Efficient communication vehicles are essential for interacting with various roles in the workforce.  Secure access to business intelligence information and document repositories to capitalize on new demand opportunities.  Up-to-date communications and collaboration technologies are required to maintain business agility and to compete.
  24. 24. New Hire: Role-based Portal View
  25. 25. New Hire: Employee Portal View
  26. 26. New Hire: Auto-generated E-mail Notification
  27. 27. New Hire: E-mail from HR to Manager
  28. 28. New Hire: E-mail from Manager to Employee
  29. 29. New Hire: Employee Enrollment Form
  30. 30. Sales Opportunity: Outlook with Presence
  31. 31. Sales Opportunity: Live Meeting to Collaborate
  32. 32. Sales Opportunity: Role-based Portal
  33. 33. Sales Opportunity: E-mail to Line Workers
  34. 34. Sales Opportunity: Employee Portal View
  35. 35. Finding the Right Person This section covers the following features: • • • • • My Picture and Personal Options Presence Hover Experience Search by Name and/or Keyword Contact Card
  36. 36. My Picture and Personal Options Lync provides quick access to setting and updating information a user wants to share. Including a personal note, status, and location. Personal Note, Status and Location Change your Personal and My Picture options 1. Click the Options button to display Options. 2. Click Personal on the list of options. 3. Check options to show photos of your contacts and update your presence based on your Microsoft Outlook calendar information. 4. Click My Picture. 5. Select which picture you’d like to show or select the option to not show a picture. You can also show a picture from a web address. 6. Click Ok. Personal Options My Picture Options
  37. 37. Presence Personal Note Lync 2010 automatically sets your presence based on your activity or Outlook calendar. You can also manually update your status. Options Photo Change your Status 1. Click the presence status and select one of the options. • Busy: You are currently in a call or in a meeting. Do Not Disturb: By default, you will only see conversation alerts from Workgroup contacts. • Be Right Back: You are stepping away from the computer for a few moments. • Off Work: You are not working and not available to contact. • Appear Away: Your computer has been idle for a while. • Out of Office: You are out of the office. • Offline: You are not signed in to Lync 2010. Location Available: You are online and available to be contacted. • • Status Presence Status
  38. 38. Hover Experience The Me Area presents photo, status, and other personal information to assist users in identifying a contact. A contact’s picture is a great place to start an IM. Start an IM with Someone 1. Point to a person’s picture. 2. When the contact card opens, click the IM button. Or 3. Double-click the contact. Change Display Options 1. Click the Display Options arrow. 2. When the group contact card appears, click the IM button to send a message to the whole group. Step 1: Hover Step 2: Click Display Options:
  39. 39. Search by Name/Keyword Using the enhanced search functionality in Lync 2010, you can quickly identify a person and their availability, get search results that find the right person, and also search on more than just names. Expert Search uses keywords to narrow the search for finding a person or group with specific attributes. Search Criteria Search for a Person 1. Type a person’s name in the search box. 2. Results appear below the box. Search for an Expert 1. Type a keyword to narrow the search for finding someone with specific attributes. You can also just click the Skill tab to view Keyword-based results for your search. 2. Results appear with your search criteria highlighted. Skill Results
  40. 40. Contact Card The contact card is an ever-present tool for viewing someone’s profile and organizational information. The contact card also serves as launch point for communication with a person or group. View a Contact Card 1. Hover over a person’s picture to display their contact card. 2. Click the chevron (^) for a full version of their contact card. 3. To see their organization, click Organization. Contact Information Organization Information
  41. 41. Connecting with People This section covers the following features: • • Frequent Contacts • Managing Conversations Action Bar for Multimodal Communication
  42. 42. Frequent Contacts Frequent Contacts simplifies contact management by giving users easier access to favorite contacts. Lync 2010 automatically populates the Frequent Contacts group based on recent conversations, but you can pin a few of your most important contacts to this group for quick access. Frequent Contacts View Frequent Contacts 1. Click the chevron next to Frequent Contacts. Pin Frequent Contacts 1. Type the person’s name or e-mail address in the search box. 2. In the search results, right-click the person, and then click Pin to Frequent Contacts. TIP: You can show or hide your Frequent Contacts using the display options menu. Pin Contact
  43. 43. Action Bar for Multimodal Communication The Action bar allows users to intuit what Lync 2010 provides and easily allows them to decide how to contact someone. You can send an e-mail message, or start an IM or a Lync call. You can also choose more options like a video call, schedule a meeting, or share content. Use the Action Bar 1. 2. 3. Hover over a contact. Click any icon on the action bar to initiate communication with the contact. Click the More Options icon to see additional options for communicating with this contact. More Options Email IM Phone
  44. 44. Managing Conversations The Conversation area allows you to stay on top of past and present conversations. You can navigate through open conversations or view past conversations without leaving Lync. Manage Conversations 1. Click the Conversations Environment tab. 2. Scroll through the list of current and past conversations. Conversations
  45. 45. Let People Know Where You Are This section covers the following features: • • • Location Personal Note Activity Feed
  46. 46. Location Lync 2010 displays a location under your presence status that is related to the network you’re connected to. You can make this location more meaningful by renaming it “Work” or “Home.” Then, every time you’re working from this location, any contacts you want to let know will have a better idea of where you are. Location Set your Location 1. Click the Set Your Location arrow. Select a location. Create a Custom Location 1. Click the Set Your Location arrow. 2. Click Set Your Location. 3. Type your location name in the Edit Location window. 4. Click OK. 911 Location
  47. 47. Personal Note Lync 2010 let you easily update your location and note. You know at a glance what others are seeing about you so you can make sure your information is accurate and up-to-date. Your personal note is displayed as the second line of your contact information when other people view your contact information in Lync 2010. Update your Personal Note 1. 2. 3. Click in the Personal Note area. Type your note. You can also include a hyperlink. Personal Note
  48. 48. Activity Feeds Activity Feeds provide a single view to monitor real-time updates of shared information. Feeds TIP: If you pin your contacts – you can use Frequent in feeds to view only pinned contacts in your feed. Few your Feeds 1. 2. Click the Feeds tab. Scroll through available feeds. Monitoring

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