What is the promise of cloud computing and how should folks in your positions think about when to apply it and when it might make sense to keep a solution on-premises? Industry is converging on the definition of cloud computing, but NISTs definition serves as a good common baseline. The definition calls out 5 characteristics of cloud computing:on-demand self-service, ubiquitous network access, location independent resource pooling, rapid elasticity, and pay per use. One key concept here is that cloud computing leads to a world in which an organization can focus on managing services rather than infrastructure. With on-premises solutions, you had to choose between building and paying for excess capacity to accommodate demand spikes or paying for the dissatisfaction that arises when you build capacity for normal operations and customers can’t access systems during peak demand. With cloud computing, you can scale up and down with demand, getting the “right capacity, at the right time.”Additionally, cloud computing business models allow organizations to better control costs, shift cost from Capex to Opex, get capacity on demand as mentioned above, and even reduce their carbon footprint as they take advantages of the economies of scale and economies of skill of cloud computing. One of the earliest adopters of MSFT cloud services is Energizer – they run their communication and collaboration stack completely on our cloud services and have for several years now. Their CIO has said that “there is no value to my organization for me to run a single server.” His point was that all the benefits of cloud computing allowed his organization to free up resources previously focused on managing infrastructure and focus more closely on their core mission. Interestingly, while there was clearly some concern internally about the change, a year after making the shift to our services, the organization saw increases in job satisfaction and alignment with the corporate mission as people were able to focus on adding business value rather than managing servers in the back office.
NIST also refers to 3 delivery mechanisms for cloud computing – the industry is converging on these as well. This is a slide from the Center for Digital Government showing those: Infrastructure as a Service (IaaS) – essentially vendors providing a data center as a service, where customers can buy server instances; Platform as a Service (PaaS) – development tools and environment allowing customers and ISVs to build applications that consume computing, storage, and other services in the cloud rather than relying on on-premise servers to provide those capabilities; and Software as a Service (SaaS) – software applications delivered across the internet.Let’s look at the impact of each model as you move from IaaS to SaaS …
Cloud computing is a new paradigm – with some referring to it as the fifth wave of computing following themainframe, client-server, the web, and Service Oriented Architecture (SOA) modelsBut that doesn’t mean it should be adopted blindly – as Carol Lawson, CIO for the California Public Utilities Commission, points out in the quote here … we should be planful about applying cloud computing and do so where it makes sense.Customers I talk too have needs and demands (or simply desires) that mean that while cloud solutions will be appealing in many cases, on-premise solutions will be with us for some time to come.
I structured the remainder of this deck to address the things I would want to investigate if I were in your shoes and considering taking advatage of cloud computing. I asked myself, assuming I have looked at the benefits and tradeoffs of cloud computing and decided I want to move forward, “what matters when making this decision?”I came up with 9 things I would like to understand from any vendor I planned to rely on for cloud services. The are: vision, commitment, choice, platform, scale & efficiency, security, roadmap, investment (and business model), and customer success (real large-scale, enterprise-wide, adoption, not pilots). I’ll discuss these in the slides that follow along with Microsoft’s position on each.
Scale and efficiency matter not only in the datacenter but in the scale of the solutions being run there as well. There is a commonly held belief tha Microsoft is the new kid on the block in cloud services, that Google and others have been at this much longer and at greater scale given their consumer services (search, gmail, etc.). But let’s examine some facts for a second …Starting back a decade and a half ago with Windows Live Hotmail and through today with Microsoft Online Services, we have a long history of running internet-scale, highly reliable services for consumers, businesses, and governments. The list may surprise you … so may the scale. Let me highlight a few:Hotmail – for 15 years, this service has provided reliable web-based email with almost half a billion active users todayWindows Update – this is one people don’t often think of, but demonstrates our delivery at incredible scale. Hundreds of millions of users both consumers and businesses use this service every day … and why don’t people think of it? Well, for one we don’t promote it and for another, it just works – when is the last time you saw a story about a security breach or a service failure for Windows Update?XBox Live – we were the leaders in this marketplace, creating the first widely accepted online gaming community with almost half a billion active users todayMicrosoft Online Services – processing over 2B emails a day and serving over a million usersComing soon! Office Web Applications which will be browser-based versions of our familiar Office products and will be available to 400M consumers immediately upon launch.In summary,We have been running cloud services for over 15 yearsWe run some of the largest services in the world (over 200 Microsoft cloud services run in the datacenters we discussed previously)We provide Service Level Agreements (SLAs) backed by financial penalties if we don’t meet our targets … we cut you a check instead of giving you a service credit for more of the same like some of our competitors
We believe a roadmap matter – not just having one, but letting others know what it is. What you see here may be the simplest technology roadmap I have ever presented at Microsoft. But I show it to make a couple points:Remember that as you move along the yellow arrow from the left with our multi-tenant cloud solutions to the right in a traditional on-premises solution you gain functionality and flexibility while the total cost increasesWith each ensuing wave of technology, you will see us close the gap on the functionality between the cloud-based and on-premises solutions as shown by the blue arrowAnother way to visualize this is shown on the next slide … a more traditional view of the features and functionality for one of our products – Exchange.
Investment matters … on a previous slide I mentioned the $2.3B we have invested to date in datacenter build out – it is also important to consider the R&D investment aimed at this space. This slide shows the R&D investments for FY09 for a variety of technology companies. What is important to also think about is what these investments are aimed at enabling.For us, the majority of the $9B+ we invest in R&D is going towards our core business – solutions for enterprises and users. We have some other investments that consume a part to be sure, but the overwhelming majority of this money is targeted at our client and server software and the service offering versions now coming to the fore … and as we move feature toward parity on that front, almost all of it can arguably be said to accrue benefit to our cloud services and the customers taking advantage of them.Looking at Google, their $2.8B is also aimed at their core business – though in their case, that business is online advertising. This business model difference is important to understand as it means each company has a different set of tradeoffs to consider and this will drive their decisions.
more than 40 million paying users of Microsoft Online Services, and global customers include 7 of the top 10 global energy companies, 13 of the top 20 global telecom firms, 15 of the top 20 global banks, and 16 of the top 20 global pharmaceutical companies
Finally, we think customer success matters – real-world, large-scale infrastructure replacement – not pilots, or press stories about procurements that never add value and reduce cost for the customer.Our BPOS service has over 1M paid seats at customers ranging from large multi-nationals like Nokia, Glaxo-Smith Kline, and Coca-Cola Enterprises to thousands of smaller organizations.The names you see here are customers that we have explicitly requested permission in order to use their names – there are many others available as case studies on our web site and thousands more who prefer not to be named.
CRM is available now – Online charity price is $9.99 per user/month and comes with the nonprofit solution (accelerator). On premise is available through donations and charity sales, accelerator will be available for partners shortly and can be used with on premise. Dynamics CRM – prior to our launch of the nonprofit solution, the SW was popular with orgs as a case management tool and/or a business intelligence tool that allows United Way orgs to aggregate donor/volunteer/workplace giving donors in separate systems into a common interface. United Way InternationalUnited Way King CountyUnited Way Twin CitiesGirls, Inc.ARCCatholic CharitiesRight to Play (Canada)BPOS is available (full price) but charity pricing is not yet available publicly (because we can’t yet process discounts, and when it goes public we need to be ready to support transactions and qualifications at scale). The business desk is supporting exception requests and providing manual discounts – but the process is messy. We are telling strategic orgs (like the audience tomorrow) that they can come to us for more information if they want to get on board in advance of public announcement of charity pricing. When available, prices will be approximately $4 per user/month for BPOS-S and if they want to move ahead now, with a partner, we can help them get this pricing today.BPOS – Orgs deployed: all deal with dispersed offices/teams. BPOS is supporting collaboration, communication, and enabling orgs to deploy resources to more strategic initiatives (getting them out of the server room and into service delivery) Red Cross – SwedenConcern InternationalNetHopeSpecial Olympics – USSpecial Olympics – Europe/Eurasia Boys & Girls Clubs of America – 50% of the local offices have been using hosted exchange for years in combination with web hosting. Many are now considering BPOS
Most of your are probably familiar with BPOS options listed here but let’s recap:BPOS- Lite is a limited feature solution designed for 1-25 seats only so probably not too relevant to our client baseBPOS-S of course is our multi-tenant offering providing the closest pure cloud offering from MS todayAnd BPOS-D for large enterprise customers that need integration and customization or more refined security and compliance aspects.
Here is a high level roadmap for both Standard and Dedicated offering. As we previously mentioned, our Dedicated offering is updated less frequently in a 6-8 months cycle. The white color font gives you a sense of some of the previous updates that we have made. Some of these key features include support extranet users for SharePoint Online, Ad-hoc conferencing via OC Online and support of two factor authentication. More information about our current dedicated offering is described in our service descriptions. http://www.microsoft.com/downloads/details.aspx?FamilyID=cf7d4db8-4e7c-4077-87ea-b64c57e4c98c&displaylang=enOur major updates are highlighted in the “yellow”. Our next set of major update is when we will update our services based on the next generation of our Exchange, SharePoint and Office Communications Servers code name “Wave 14”. For the Dedicated offering, new customers will be deployed using these next general server technology starting in March 2010 for Exchange and SharePoint. We will continue to deploy with OCS 2007 R2 in 2010 but will continue to add new capabilities such as OC Voice . We don’t expect all the Exchange and SharePoint 2010 capabilities to be available initially. The remaining features will be available in subsequent updates.As for Standard, the service update rhythm is much more frequent. We update that service every 6-8 weeks. We started doing this in June 2009 and some of the major updates include POP3, Outlook 2003 support and improve Mac support. Details of these feature updates can be found on our TechNet Blog. http://blogs.technet.com/msonline/In the next 90 days (Q4 2009), we plan make additional updates to our service. The key capabilities include full calendaring support for Outlook 2003. This will require client side installation of a connector software. We will continue to expand our markets and languages supported. As part of our improved Blackberry device support improvements, we plan to provide a web portal to customer administrator to manage some admin functions of their Blackberry devices without having to submit a support request. There are two important partner features that I will discuss in the next two slides. Updates of next generation server technology for Standard is not scheduled until H2 2010 for Exchange and SharePoint. We will have limited beta prior to this but the details are to be determined.
I won’t go into detail on the list of features here. This is an eye chart and provided mostly for your review when looking for specific features. I just want to illustrate the previous point about functionality convergence.The sum of the features on this page are those currently available in the on-premises Exchange server product. Those in the blue boxes are the features available with Exchange Online today. New features planned to be made available in the H2 2010 update are shown in the brown boxes, with the remaining features still only available on the server shown in purple boxes. As you can see convergence is happening rapidly. In fact, with the next release in this case, we will be fairly close to parity as there will be features of the on-premise product that may never make sense to move to a cloud solution.
This is a detail view of the features currently available with Online today, new features planned to be made available in the H2 2010 update and remaining features still only available with server only.
Microsoft’s services platform extends Windows to the web and, as always, Microsoft is betting its own technologies upon this extension of its platform with the Microsoft Online applications. Windows Azure is a new Windows offering at the Web tier of computing. This represents a significant extension to our family of Windows computing platforms from Windows Vista and Windows Mobile at the experience tier, Windows Server at the enterprise tier, and now Windows Azure being our Web tier offering, what you might think of as Windows in the cloud.Windows Azure is our lowest level foundation for building and deploying a high scale service, providing core capabilities such as virtualized computation, scalable storage in the form of blogs, tables and streams, and perhaps most importantly an automated service management system, a fabric controller that handles provisioning, geo-distribution, and the entire lifecycle of a cloud-based service.You can think of Windows Azure as a new service-based operating environment specifically targeted for this new cloud design point, striking the best possible balance between two seemingly opposing goals. We're betting on Azure ourselves, and as the system scales out, we'll be bringing more and more of our own key apps and key services onto Windows Azure because it will be our highest scale, highest availability, most economical, and most environmentally sensitive way of hosting services in the cloud.Microsoft also provides higher-level developer services including Live Services, Microsoft .NET Services and Microsoft SQL Services. These services, when taken together with Windows Azure itself, constitute a much larger Azure Services Platform. These higher level developer services, which you can mix and match a la carte, provide functions that as Windows developers you'll find quite valuable and familiar and useful. Dynamics CRM and SharePoint are two of our most capable and most extensible platforms for business content, collaboration, and the rapid delivery of solutions. Much more detail about these two sets of services will be disclosed in the coming months but they fill a very important role in the overall Azure Services Platform.Lastly, as always, Microsoft bets on its own platforms and with Windows Live, Office Live and the Microsoft Online applications, customers are today able to benefit from Microsoft applications delivered as services. We will go into more details on each of these layers but let’s start with Windows Azure.
I want to pull back now to the overall set of offerings from Microsoft and walk through that at a high level.CIOs may look at and talk about a variety of cloud solutions but the one we all come back to as the “first to go” is email. We love to talk about email in the cloud, but our strategy is much bigger and broader than just email.Underpinning all our cloud offerings is Windows Azure and the foundational services under the Azure umbrella – SQl, SharePoint, CRM, .NET, and Live. In addition to providing a platform for customers and ISVs to build internal apps, citizen facing services, or enhance transparency by simply making relevant data feeds available for anyone to pull from for mashups or other community-led use of the data, we will build our cloud services on Azure. We obviously believe in the business model for our own business as well.On top of the Azure IaaS and PaaS stack, we deliver several SaaS offerings today:Business Productivity Online Suite (BPOS)Exchange Online is part of a broader set of productivity tools – web conferencing, IM/presence, document collab, workflow, email archiving, etc. – all delivered as cloud services.Packaged LOB SolutionsThese offerings go beyond horizontal productivity apps to specialized packaged LOB solutions like xRM, constituent management, case management, economic development, field inspection, permitting & licensing, and a host of othersFull MS PlatformIn the very near future you will see an ever growing wave of cloud-enabled offerings from MS, starting with things like Office Web Apps, hosted voice over IP, hosted desktop management and eventually *everything* Microsoft builds will have both a software and services component
Cloud computing: Stan Freck
What’s Microsoft Got in the Cloud and Why Does it Matter to Nonprofits? <br />Stan Freck<br />Director, Cloud Computing<br />Microsoft US Public Sector<br />
Managing Services, Not InfrastructureThe Next Logical Step in Enterprise Computing<br />On Premises – “Feast or Famine”<br />Cloud Computing – “Right Capacity, Right Time”<br />Managed costs<br />Capex/opex flexibility<br />Capacity on demand<br />Smaller carbon footprint <br />…all of which frees up your resources to focus on your mission<br />
“Don’t run out and do this just because it’s ‘cloud,’ and don’t run out and not do it because it’s ‘cloud.’ If the goals and objectives of your organization lead you to a cloud solution, then go with it.”<br />Carol Lawson<br />CIO California Public Utilities Commission<br />
Microsoft Consumer Cloud Services<br />500M Active Windows Live IDs!<br />369M People Using Hotmail!<br />Over 3B WW Queries Each Month!<br />Over 600M Unique Users<br />14B Ads Per Month<br />Over 6M Songs In The Catalog<br />20M People On Xbox Live!<br />2B Unique Calls Per Year<br />CLOUD SERVICES<br />TV/HOME<br />PC<br />MOBILE<br />
Benefits for your organization<br />Staff can focus on what they do best: mission, programs<br />Always on the latest technology<br />Enterprise-class reliability and security<br />Economies of skill and scale<br />Save money<br />
What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Is It Secure?<br />Should We Go ‘All In’ Or Hybrid?<br />How Will We Gain Productivity?<br />Can You Help Us Comply With Regulations?<br />Will I Still Have Control?<br />Will My Legacy Apps Still Work?<br />
What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Is It Secure?<br /><ul><li>Enable Physical & Logical Data Protection
Leading Security Architects And Years Of Enterprise Experience</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Should We Go ‘All In’ Or Hybrid?<br /><ul><li>You Can Go To An ‘All In’ Model
You Can Migrate Specific Users</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />How Will We Gain Productivity?<br /><ul><li>End Users Have ‘Anywhere Access’ To Data & Applications
Users Get Our Most Up To Date Innovation – “Evergreen” Promise</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Can You Help Us Comply With Regulations?<br /><ul><li>We Have Experience With Government & Clients In Highly Regulated Industries
We Will Work To Adapt To New And Changing Regulations & Requirements To Meet Your Needs</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Will I Still Have Control?<br /><ul><li>Customers Own & Control The Use Of Their Data
We DO NOT Data Mine Or Monetize Our Commercial Services Through Advertising
We Have A Long History Of Hosting And Provide Reliability SLAs</li></li></ul><li>What Do Customers Want To Know About The Cloud?<br />CUSTOMERS ASK US:<br />Will My Legacy Apps Still Work?<br /><ul><li>Use Your Active Directory Federation
Cloud Services Built With Interoperability In Mind
Help To Migrate Apps When Necessary</li></li></ul><li>What matters?<br />Vision matters …<br />Commitment matters …<br /> Choice matters …<br /> Platform matters …<br /> Scale & efficiency matter …<br />Security & privacy matter ...<br /> Roadmap matters …<br /> Investment matters … <br />(so does business model)<br /> Customer success matters …(Real-world, Large-scale, Enterprise-wide … not pilots)<br />20<br />
Scale & efficiency matter …<br />(6 years)<br />2B emails/day<br />>1M users<br />(7 years)<br />5B conf<br />mins/yr<br />Web Applications<br />(15 years)<br />450M+ <br />active users<br />(2010)<br />Avail to 400M consumers at release<br />(11 years)<br />2B queries/ mth<br />(11 years)<br />320M+ active<br />users<br />(12 years)<br />Largest non-<br />ICP/IP cloud service <br />x100M users<br />(13 years)<br />550M <br />users/mth<br />(15 years)<br />450M+ <br />active users<br />$2.3B data center investment<br />15 global data centers (135 total MW)<br />>200 of the world’s largest services, some for >15 years<br />SLAs w/ financial penalties … not more of the same if we miss<br />Smallest customers go along for the ride with the largest<br />
Security& privacy matter …<br />New enhancements and certifications<br />Achieved ISO27001 certification<br />Completed SAS70 Type I and II audits<br />Controls that assist with HIPAA, FERPA, and 21 CFR Part 11<br />TIC compliance<br />FIPS 140-2 compliance<br />Master Administrator feature<br />BPOS will have the following<br />FISMA certification and accreditation within 6 months<br />Two Factor Authentication<br />Encryption through RMS<br />SAS70 Type I and II Audits<br />ISO 27001<br />Trusted Internet Connection<br />FIPS 140-2<br />Coming Soon:<br />Controls that assist with:<br />FISMA<br />21 CFR Part 11<br />Two Factor Authentication<br />HIPAA<br />Encryption through RMS<br />FERPA<br />Master Administrator<br />Smallest customers go along for the ride with the largest<br />
Roadmap matters …<br />Online Dedicated<br />On Premise<br />Online Standard<br />Wave 2010<br />Functionality and Flexibility<br />Wave 2007<br />Total Cost<br />Smallest customers go along for the ride with the largest<br />
Investment matters …<br />TOTAL FY09 R&D INVESTMENT<br />FY09: $9.1B<br />$6.3B<br />$5.2B<br />SOURCE: 10K & 20K SEC Filings 12/31/08 Except Oracle 5/31/09, RIM, Sony and Nintendo 3/31/09<br />$4.9B<br />$2.8B<br />$2.8B<br />$1.1B<br />$.7B<br />$.4B<br />Microsoft<br />Sony<br />Oracle<br />Google<br />IBM<br />Cisco<br />RIM<br />Nintendo<br />Apple<br />Smallest customers go along for the ride with the largest<br />
Customer success matters …<br />13 of the top 20 global telecom firms use MS Online<br />48 out of 50 states use MS Online<br />16 of the top 20 global pharmaceutical companies use MS Online<br />Over 10,000 schools use Live@edu (in just six months)<br />7 of the top 10 global energy companies use MS Online<br />50% of the Fortune 500 use MS Online<br />Over 40 million paid MS Online users<br />Smallest customers go along for the ride with the largest<br />Over 500 Government entities use MS Online<br />15 of the top 20 global banks use MS Online<br />
Smallest customers go along for the ride with the largest<br />
SOME NON-PROFIT SUCCESS STORIES<br />Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)<br />
Microsoft Online Services<br />Enterprise class software delivered via subscription services hosted by Microsoft and sold with partners<br />Web Applications<br />Business Productivity Online Suite<br />
Microsoft Dynamics CRM for Nonprofits<br /><ul><li>Customized and Affordable
Payment solution for collecting online donations</li></li></ul><li>announcing<br />
Microsoft TownHall<br />a new online engagement platform, hosted on Windows Azure, that organizations can use to build interactive experiences and dialogue with communities online around various topics, issues, opinions, etc. <br />www.microsofttownhall.com<br />
Not just on the web… everywhere<br />Tablets<br />PC / Mac<br />Mobile<br />Web<br />Intranet<br />Social<br />Widgets for <br />3rd Party Sites<br />
Microsoft TownHall is<br />a cloud-hosted social experience<br />moderated forum<br />community forum<br />ideas site<br />with a built-in reputation system<br />incent users to create identity<br />users earn points and badges<br />optimized for data collection<br />
Microsoft TownHall software is available at nocost! <br />download at: code.msdn.microsoft.com/TownHall<br />Only requirement is that it run on the Azure platform<br /> get pricing and a free trial: www.microsoft.com/windowsazure/offers/ <br />Customize in-house or engage our partners<br /> find partners at: www.micrsoft.com/TownHall<br />What does it cost?<br />No servers to buy<br />No new IT staff to hire<br />No long term commitments<br />Easy to scale – use only what you need, when you need it<br />Run on it’s own website or appear as part of your existing site <br />(i.e. – townhall.yoursitename.com)<br />
Partners trained and ready to help<br />customized sites<br />integration into existing sites<br />turnkey SaaS offerings<br />www.microsofttownhall.com<br />
How to get it – Microsoft Online Services<br />Business Productivity Online Suite (BPOS)<br />Engage experienced BPOS partner to plan migration and implementation<br />nPower<br />Microsoft Partner Network<br />Immediate needs/interest? Contact Microsoft Community Affairs to discuss<br />Dynamics CRM for Nonprofits <br />Get the Dynamics CRM and the Nonprofit Solution<br />Dynamics CRM Online for Nonprofits: crm.dynamics.com/ngo<br />Need On Premise? Need more than CRM? Check out TechSoup!<br />Get Expertise from partners: Npower; Microsoft Partner Network<br />Microsoft TownHall<br />Get the code code.msdn.microsoft.com/TownHall<br />Get help from partners: Synteractive, MondoRobot, Inetium, Close Tools<br />Get free Azure time (while it lasts!) www.microsoft.com/windowsazure/offers/<br />
“The system runs seven-by-twenty-four,<br />never gets sick, never goes on vacation, and we can’t replicate that.”<br />Gordon Peterson, IT Director – City of Carlsbad, CA<br />Business Productivity Online Suite Customer<br />38<br />
“THE BEST WAY TO PREDICT THE FUTURE IS TO CREATE IT.”<br />-Peter Drucker<br />Learn more:<br />http://www.microsoft.com/cloud<br />http://www.microsoft.com/online<br />
A Guide to Business Productivity Online Services <br />Companies of any size<br />Full featured for flexibility<br />Full IT administration and configuration<br />Rich client, web, and mobile access<br />Multiple license options<br />Individual professionals and small organizations<br />Limited features for simplicity and ease of use<br />Limited administration<br />Rich client, web, and mobile access<br />E-commerce or partner resale purchase only<br />Optimized for large enterprise<br />Full featured for flexibility<br />Full IT administration and configuration<br />Rich client, web, and mobile access<br />Integration with LOB apps<br />Individuals Small Organizations Midsize Companies Large Enterprises<br />41<br />Microsoft Confidential<br />
Wave 14 Investments<br />Federation<br />Server Parity<br />Active Directory<br />On-Premises Servers<br />Trusted Communities<br />Close the feature gap between server & service<br />Reliable & Scalable<br />New Features<br />Mobility & Voice<br />Unified Messaging<br />Mobile SharePoint<br />Voice Offering<br />See details on next slide<br />42<br />Microsoft Confidential<br />
LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)</li></ul>Online Today<br />New in H2 2010 Update<br />On-Premises Only<br />45<br />* Capability is not carried forward in Online wave 14<br />
LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)</li></ul>Online Today<br />New in H2 2010 Update<br />On-Premises Only<br />* Capability is not carried forward in Online wave 14<br />
Roll up usage Analytics</li></ul>Online Today<br />New in W14<br />On-Premises Only<br /><ul><li>Capacity increase: 10 GB for each subscribing
company and 250 MB per user. </li></li></ul><li>Introducing Azure™<br />An internet-scale cloud services platform hosted in Microsoft data centers, which provides an operating system and a set of developer services that can be used individually or together.<br />Azure™Services Platform <br />49<br />
A set of building blocks for handling user data and application resources, and extensible components to build rich social applications and consumer experiences<br />Development Platform<br />Uniform way for programming Live Services from any platform, language, application or device<br /><ul><li>Exposes RESTful programming model for live resources
Protocol based – open standards usage: HTTP, XML, ATOM, RSS
Set of highly scalable, developer-oriented services that provide key building blocks required by many cloud-based and cloud-aware applications<br />Service Bus<br />Exchange messages between loosely coupled, composite applications<br /><ul><li>Connectivity to on-premises applications; secure, federated firewall-friendly messaging;
Service registry – publish service endpoints, lightweight, hierarchical, RSS-based discovery
Relay and connectivity – unicast/multicast datagram distribution, bidirectional sockets, request-response messaging, pull-mode message delivery, Web service intermediary, WS-*/SOAP, REST</li></ul>Workflow Service<br />Model and execute business logic and service interactions<br /><ul><li>Reliable and scalable cloud runtime environment for user-defined declarative workflows
Extends Windows Workflow Foundation (.NET 3.5) to the cloud
Activities optimized for sending, receiving, and manipulating HTTP and Service Bus messages
Deploy, manage and track running workflow instances using tools and APIs</li></ul>51<br />
Highly scalable and Internet-facing distributed database services in the cloud for storing structured and unstructured data, and processing relational queries<br />SQL Data Services<br />Internet-facing database built on SQL Server relational database<br /><ul><li>Data storage – blobs, flexible, structured, birth to archival, multiple consistency levels
Data Processing – filters, aggregates, user-defined logic, online-offline indexing
Data Delivery – network proximity aware, locate closest static-content copies, spanning trees for live-content, failure resiliency</li></ul>52<br />
Enabling Innovative New Service PossibilitiesA Few Examples<br />* Requires Deskless Worker SKU<br />
Extensibility<br />Declarative customizations (no code, just point and click)<br />Accelerators for Microsoft Dynamics CRM (available free of charge)<br />Event Management Accelerator<br />E-Service Accelerator<br />Portal Integration Accelerator<br />Extended Sales Forecasting<br />Windows Azure for complex scenarios requiring .NET code<br />
Integration with Outlook<br />There is seamless integration with Outlook 2007 – users only need to have one interface to learn and interact with!<br />Outlook Tip:You can go “offline”, simply by clicking the “Go Offline” button. You can continue to work without an internet connection, and your data will be synchronized when you get connected again!<br />
Member & Constituent Management<br />Track related –<br /> - Multiple Addresses<br /> - Activities - phone calls, emails, letters, service activities, appointments, etc.<br /> - Relationships – employee/employer, board member of, family<br /> - Pledges and donations<br /> - Cases<br /> - Orders, Invoices<br /> - Contracts<br />….and more<br />Terminology Tip:<br /> - A Member may be an organization or a household<br /> - A Constituent is an individual<br />
DonationManagement<br />Donations may be related to a Constituent, Member, Pledge, Program and/or a Campaign.<br />Workflow suggestion: When a donation is recorded, you may choose to run a “workflow” that automatically sends the donor a “thank-you” email with data from the record, and notifies appropriate staff of the transaction based on the amount.<br />
Pledge Management<br />Pledges are promises of donations and may be set up to receive multiple payments over time.<br />Workflow suggestion: When a pledge is recorded, you may choose to run a “workflow” that automatically creates a task assigned to a specific staff member to send a special thank you/reminder depending upon the pledged amount.<br />
Membership Management<br />Memberships can be linked with a Constituent, a Member (organization or household), or both. These records have a begin and an end date, and may have associated benefits, donations and other activities.<br />Benefit Tip: When a membership is recorded, you may choose to assign a default benefit such as “member promotion on web site” either by using an automated or on-demand workflow. These are often benefits that are not acknowledged but require resources to fulfill.<br />
Benefits Management<br />Benefits can include inventoried items such as cups or t-shirts, or they may be services or subscriptions that a member can access. You can track what benefits have been “fulfilled”, what the costs are.<br />Activities Tip: Be sure to record conversations or emails with the constituent, especially the positive comments that may be useful in communications with funders or future members. Copy your communications coordinator so they can link back to the specific situation.<br />
Campaign Management<br />Campaigns are a collection of planning and communication efforts and may represent a fund drive, an event or a simply a direct mail solicitation. Track responses to campaign efforts – RSVP’s to events, donations prompted by a solicitation email, etc. to know what is working and what is not…<br />Campaign Management Tip: Create a “campaign template” with pre-defined planning tasks and activities that you can use over and over again to save time.<br />
Event Management<br />The Event Management capabilities within Dynamics CRM are extensive – track responses to invitations, attendees, sessions, sponsors, speakers, vendors, team members (staff, contracted help, and volunteers), donations associated with the event, and so much more.<br />Event Management Tip: Track all of your costs for an event including costs for printed materials, speakers, and other activities as they are planned to be able to determine your return on investment for each event.<br />
Contract & Services Management<br />Service Management can take the form of Service Activities, Cases, Contracts or Orders for products and/or services. The flexibility of the service management components provide a way to capture your services, associated notes and documents, and the resources required to provide them - staff, facilities, equipment, and products.<br />Contract & Service Management Tip: All of the appointments, tasks, emails and other activities can be integrated with Outlook 2007 – so you only have one calendar to look at!<br />
And more…<br /><ul><li>Role based security provides administrators to manage access in a granular or high-level manner depending on your business model and data security requirements.
Communicate with staff using “announcements” that are displayed in the user’s default work place.
Users can manage their work “queues” – assigned and in progress
Easily create “views” and reports that provide users and managers the information they need.
Capture inquiries on your web site, and integrate in other ways
Manage the schedules of staff based upon their work hours and availability
Track Facilities and Equipment, and their related service and maintenance
Create a library of Knowledge Base articles for your staff, volunteers, board and other users
Create Word or email templates to merge your data into and save time</li></ul>And more…<br />
CASA Philadelphia(Court Appointed Special Advocates for Children)<br />Before<br />After<br />Using free webmail system; Very poor (“awful”) external-facing and internal customer experience<br />No integrated calendar or calendar sharing<br />Very few collaboration tools in use, concerns around protection of sensitive personal/legal information<br />Microsoft Exchange + Outlook (and Outlook Web Access!) provides an “enterprise-class” e-mail experience<br />Exchange allows them to now share calendars, scheduling, conference facilities, etc.<br />SharePoint allows sharing documents; ability to collaborate, store, access, and print directly in the tool<br />Elevated professionalism of org internally and to external constituents.<br />
Before<br />After<br />Were using a hosted Exchange solution from another vendor prior to BPOS implementation. Very expensive and servers were down often<br />No comprehensive collaboration solution; security concerns around providing unauthorized users access to file shares, etc. <br />Hodge-podge of web conferencing and sharing tools<br />Exchange Online (part of BPOS suite) brought costs down and improved reliabilty greatly (99.9% uptime)<br />Now using SharePoint extensively to support remote users and other constituents who should not have access to internal file servers<br />LiveMeeting Online: using for project status meetings with remote staff and consultants. “Love it!”<br />
Before<br />After<br />Inconsistent internal e-mail (employee preferences)<br />Local SharePoint deployment for cross-agency resource / information sharing*<br />Inconsistent remote access to (mission-) critical e-mail infrastructure<br />Exchange Online now powering @nethope.org e-mail addresses<br />SharePoint Online will ensure more robust cross-agency collaboration platform*<br />Outlook Web Access reliable and available during critical time (post-Haiti earthquake)<br />
Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)<br />Before<br />Antiquated, abandoned data systems including older FM Pro databases, Excel spreadsheets and mental lists<br />Could not run reports reliably or accurately<br />Fragmented data systems – staff needed easy access to their data<br />Could not effectively manage relationships <br />No ability to extend systems to capture new types of data, could not access data remotely, or at all in some cases because it was housed on an older workstation<br />After<br />Implemented Dynamics CRM Online for Nonprofits. <br />Minimal customization and implementation needed<br />What would have been a 6-8 month project with other systems took less than 1 month<br />Integrated and centralized data, flexible and reliable reporting.<br />Remote and networked access to data, flexible data structure, work flows automated to increase productivity and ensure effective management of relationships<br />
Before<br />Using custom Access, Excel and DB II applications to track membership<br />Need to roll up reports to Arc National<br />Organizational goal to gain 360 view of membership and donors<br />After<br />Dynamics CRM for Nonprofits in CRM On Premise<br />Existing network infrastructure ready to accept CRM Dynamics server<br />Configured donor, member and event management per client requirements<br />Solution deployed and in use in less than 1 month<br />