Presentation on creating a new corporate intranet based on social networking and content management leveraging SharePoint and NewsGator

1. Implement collaboration and social computing into the Enterprise How we embraced collaboration Scott Carruth Vice President Information Systems Gina Sandon Vice President Marketing

2. Topics About Initiate The Business Opportunity The Unique Challenges we faced The Solution Expected Results Where do we go from here Key Takeaways

3. Initiate Systems, Inc. We enable organizations to strategically leverage and share critical data assets “Initiate Systems…the most productive live customers.” Leading pure-play CDI/MDM vendor Established 1995 Cited as “leader” by Forrester Cited as “visionary” by Gartner 200+ customers across 10 market segments Private and Public Healthcare,Healthcare Exchanges Finance, Retail, Hospitality, High Tech,Manufacturing State and Local Government, Intelligence,Law Enforcement Offices in U.S., Canada, EMEA, Asia-Pacific “Initiate…delivers fast timeto value and a relatively lowservice-to-software cost ratio”

5. We are at Work When You… … Purchase PC & Software … Pick Up Your Prescription … Apply for a Loan … Earn points, loyalty program … Identify Risks … File Insurance Claims … Register a Patient

6. Established & Proven with Blue-Chip Organizations Healthcare Government COMMERCIAL HEALTHCARE PUBLIC SECTOR PARTNERS

7. The Business Opportunity

8. Existing Content Site – That isn’t a real CMS

9. Our Challenges (and most likely yours as well) Trying to get everyone on the same page Trying to educate everyone on content and information management Different departments had for so long been responsible for their own needs; trying to change this has been a challenge; we still have some silos to take down Unstructured knowledge (wikis) are the thing – easy to use, hard to filter, hard to track change Documents were plentiful, “Which version do you have?” and “Where did you find that presentation?” Individuals and departments would not be receptive to change Individuals would resist

10. Top Initiatives (Value/Effort)

11. Roadmap Prioritization Graph

12. 13 Initiate Systems – Roadmap Roadmap MOSS Website Enable Web analytics within SharePoint Lead Management Web HostingModifications RSS Feeds MOSS Audit Search Engine Optimization MOSS Intranet/Portal Prospect Portal Insight Intranet to MOSS (Intranet Foundation) Project Portal Customer Knowledge Center Portal Partner portal Trade Show Portal Enable Document Management Exchange Assessment External User access Prospect-to-customer hand-off Active Directory & ExchangeManagement Competitive intelligence blog for sales Content & Information Architecture Video Sharing & Podcasts Identity Management / single sign on SAVO/MOSS/SFDC/QuickAarow/ LMS Information Strategy Define Company-wide Information Architecture How do I do my jobcontent Competitive intelligence blog Create sales enablement repository QuickArrow reports w/o heavy lifting Internal Communications Company-wide Calendar Corporate Event Management Customer wins template Employee newsletter (in MOSS) Combined Communication Plan Notifications that something is down Online Facebook / My Sites External Communications Customer Advisory Board Forum Multiple user controlled opt/ out preferences. Eloqua Email Blast Best Practices IT CommunityCollaboration Package Pickup Controlled forums for community customer feedback External blogging to promote thought leadership Workflow Services Methodology Workflow Deal Approval Workflow Content Workflow PHASE 1 PHASE 2 PHASE 3

13. The Solution

14. Requirements, Specifications and Scrum Methodology Requirements Elicitation Information Architecture Governance Model Stakeholder Interviews Functional Specifications Product Backlog Defined Sprints

15. Wireframe

16. A new beginning…

17. Branding and Consistency Consistent branding throughout the site Consistent and personalized left hand navigation Consistent links on every page

18. Initiate Knowledge Exchange

19. Home Page

20. Employee Resources

21. Customers & Projects

22. Customers & Projects

23. Product/Releases

24. Team Sites (Ad Hoc Projects)

25. Functional Areas

26. Communities

27. Expected Results

28. Expected Results Improve collaboration amongst individuals and teams by providing Web 2.0 functionality Ideas Social networking, communities Wikis, blogs, status Improve the capturing of tribal knowledge and experience Individuals would contribute if there was an avenue to do so Individuals would contribute if their ideas were actually seen and voted on by their peers Provide a place where all project and team content is captured Improve our ability to find information

29. What’s Next for Initiate

30. What’s Next We have a few more phases to complete on our internal site Phase 2 will add additional web parts and functionality for Products and Development, Customers and Projects, etc. Phase 3, will add additional functionality, including a dashboard rollup that is tied to our key initiatives Customer and Partner Portal We will create a my.initiate.com site for customers and implementation partners to engage, this will be tied in with our Customer/Projects site collection We will create a partner.initiate.com portal that marries Salesforce.com and SharePoint Content

31. Key Takeaways

32. Key Takeaways Remember, in this day and age, its about the employee and their contributions, not the company Continue to push information to keep staff informed; but allow the employee to control how information is received, control the spam Allow folks to contribute to the stream of knowledge Govern your content and your data; once you allow content to enter without meta data; you have lost control Keep it Simple! Don’t over engineer it!

33. Q & A “Initiate Systems was the best CDI solution that could providethe B2B hierarchy management we needed and meet our accuracy,performance and scalability requirements” – Tony Ulkekul, Senior Director, Sales Operations, Microsoft Gina Sandon VP, Marketing Mobile: +1 312 759 5019 Office: +1 312 560 6866gsandon@initiate.com Scott Carruth VP, Information Systems Mobile: +1 512 917 2768 Office: +1 512 634 5194scarruth@initiate.com ©2009 Initiate Systems, Inc.