MetaVis is a Microsoft Gold ISV partner that develops content management solutions for Office 365, SharePoint Online, and OneDrive for Business. Their solutions help organizations migrate from older versions of SharePoint to the Microsoft cloud, manage content across platforms, and provide backup and security functionality. This presentation outlines MetaVis solutions, typical customer engagements involving assessment, migration, and management, and an exclusive SMB partner program offering discounts and rebates to help partners sell MetaVis solutions.

1. Helping You Know Your Content!
Presentation for Microsoft SMB Partner Channel

2. 2
Thank you for taking the time speak with us today…
Who is MetaVis? Microsoft Certified Gold ISV that develops solutions to enable information-driven organizations to know
their content. Our comprehensive suite of software to manage and migration information into Office 365, SharePoint Online
and OneDrive for Business from various sources including all older SharePoint versions.
How can MetaVis help my customers? MetaVis solutions enhance your customers’ Microsoft investment by providing a
wide range of functionality around managing content. Organizations often become aware of MetaVis solutions when they
encounter the need to migrate from older versions of SP.
Value for Partners-
• To help remove friction in moving your customers to adopt the MS Cloud & Office 365
• Enable partners w SharePoint & content migration practices to scale profitably w/o SharePoint Expertise
• Provide a software sale that can have considerable services drag but doesn’t require specialist

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Solution Overview
Information Management Platform Cloud On-Boarding Made Easy
• Migration- Increase Portability & Interoperability
• Administration- Analysis & Insights
• Security- Ensure Proper Access
• Architecture- Better Organization / Reduce Sprawl
• Protection- Backup & Recovery
• Zero server footprint truly agentless (cloud ready)
• Easy to install, intuitive design
• Rapid & self-evident value
• Single platform client, server, private or public cloud
• Enterprise grade without enterprise cost or effort

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What Makes MetaVis Solutions Unique?
Our Principals of Design & Market Approach
Unified Content Management
Information
Architecture
Unstructured
Content
Transformation
Administration
and Analytics
Security;
Permissions and
Awareness
Content Backup and
Protection
Easy to install, intuitive
design, rapid &
self-evident value
Zero server footprint
truly agentless
(cloud ready)
Single platform
client, server, private
or public cloud
Enterprise grade
without enterprise
cost or effort
Product / Innovation
company first, sales
& marketing second

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Unmatched Innovation
2008
ARCHITECT
2009
FOLDERS
2010
SHAREPOINT 2010
SUPPORT
2011 2012 2013 2014
FILE UPLOAD
IM POWER USER
IM ENTERPRISE
CHANGE MANAGER
MIGRATOR
OFFICE 365 SUPPORT
PUBLIC FOLDER
SHAREPOINT 2013
AUTO TAG
BACKUP
INFORMANT
TERM STORE
MANAGER
GOOGLE TO ONEDRIVE
PRE-MIGRATION
ANALYSIS
BACKUP TO CLOUD
ADMINISTER RELEASED
NINTEXT WORKFLOW
FARM, TENANT
ONE DRIVE PROVISIONING
ONEDRIVE UPLOADS
SELECTABLE SKINS
OFFICE 365 APP
GOOGLE MIGRATOR
FILE MANAGER
INFORMANT
QUICK RUN
BACKUP
POWER USER
SECURITY MANAGER
SCHEDULER
ORPHANED USERS
PERMISSIONS BACKUP
ONEDRIVE MANAGER

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More Than Agile
2010 2011
SharePoint
2010 support
Added Site
migration
functionality
Added support
for Managed
Metadata fields
in SharePoint
2010
Background
processing for
migration
Added support for
SharePoint Group migration
Birth of the MetaVis Platform
(view permissions, level and
groups across products)
Added support for the
use of Filters
First release of
Live Compare
Promote to a New
Site Collection
released
First release of
Term Store
browser
Added support for
Scripts
Added support for
copying SPD Workflows
Added support for
copying InfoPath Forms
Added ribbon to
the Application UI
Added support
for SPS 2003
Released
Change Manager
Bulk site collection
migration released
Added support for
Office 365
SharePoint Online
First release of CSV
files for migration
Profile Manager released
Bulk extraction from
SharePoint to File Shares
Added support for
Enterprise Keywords
MetaVis File Manager
standalone product
Incremental copy released
Added support for migrations
from PST files
MetaVis Security Manager
standalone product released
MetaVis Google
Migrator standalone
product released
Search released
for Architect
2012 2013 2014
Automatic user mapping
added for Office 365
Added retention policies
to Backups
Released Site and List
Properties dialog
Out of place
restore implemented
Added support for
migrating Meeting
Workspaces
Added Export to
CSV for Term Sets
First release of federated
connectivity for Office 365
Added support for the creation
of new terms during copy/tag
Grouping, sorting and
ordering added to Log Viewer
Added support to provision new
site collections in Office 365
Added support for
Orphaned User migration
MetaVis Scheduler was
released
Application Welcome
Page released
Released OneDrive for
Business Administrator
dashboard
Added support for the
migration of hidden columns
First support for
SharePoint Wave 15
(SharePoint 2013)
Auto-tagging
released
Live Compare support
for Term Stores
Term Store
Manager standalone
product released
MetaVis Informant
standalone product released
Added tiered
licensing
support for
MetaVis Backup
Released option to
convert 2010
workflows to 2013
First release of
bulk Google
Drive to OneDrive
for Business
Released support for the detection
and migration of Nintex workflows
MetaVis Administrator for Power
Users standalone product released
MetaVis Administrator
standalone product released
OneDrive for Business
Management Suite released
Farm, Tenant and OneDrive for
Business connectivity released
Permissions only backup and
restore added to MetaVis Backup
Added support for migrating
between OneDrives
Added support for file shares
uploads into OneDrives
Added support for Office 365 Site
Views in Administrator reports
Visual and
functional
update to Live
Compare
Added option to
Compress Storage
in SharePoint 2013
Migration
statistics released
Tagging via
CSV file
Added scheduling
for migrations
MetaVis Backup
released
Added security scanning to
Administrator collections and reports
Support to provision new
OneDrives for Business
Released ability to
switch skins in MetaVis
Added support to retain
GUIDs when migrating
Term Sets and Terms
Released Pre-migration
Analysis reports
Full Compare option
released for Live Compare
Added support to use
cloud storage (Azure or
S3) for Backups
Added Quarantine
action to Informant
MetaVis Public
Folders standalone
product released
Added support for
migrating between
Office 365 tenancies
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DECJAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

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Company Facts
Thought Leadership
MS Gold ISV & Partner Advisory Council Member
Offices in Redmond, Houston, Philadelphia & Scotland
Privately held & profitable, veteran management team
Known for SP, Office365, Google & broader cloud ecosystem
Wide Spectrum of Wildly
Successful Customers

8. Customer & Partner Onboarding
What does a typical customer engagement look like?
How can we make money selling MetaVis solutions?

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Typical Onboarding to MetaVis
Plan
 Security analysis and discovery
 Analytical analysis to plan migration phases
 Architectural visualization
 Content Inventory and data scanning
 Pre-migration Analysis to detect customizations
and potential issues when moving to Office 365
Migrate
 Information Architecture creation
 Data migration
 Security setup and configuration
Manage
 Maintain security, permissions, groups and users
 Perform routine analysis & maintain governance
 Setup and initiate backup policy

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The MetaVis Console
Install any MetaVis Product and
license key controls modules available

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Pre-Built Dashboards & Analytics

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Trending Use Case; OneDrive Management
• Corporate IT is undergoing a radical transformation
due to consumerization of IT (leading to “shadow IT”)
• Businesses need to provide a high-degree of
flexibility to the customer while exercising reasonable
governance
• OneDrive allows businesses the possibility of
effectively governing while providing an open
platform for collaboration
• Native capabilities within Office 365 fall short of
providing functionality needed to properly govern
information assets

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OneDrive Management by MetaVis
Administration- Automated reports within the MetaVis
Administrator component provide valuable insights into
trends.
Backup- Protect your content from accidental deletion or
service interruption with MetaVis Backup.
Security- Analyze and manage OneDrive permissions in
real-time. Administrators can see and manage what a user
has access to.
Migrate- MetaVis OneDrive Management Suite enables
administrators to mass migrate content to OneDrive
seamlessly on behalf of users.

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• Cold-to-close in under 30 days
• 100GB to Migrate & Manage
• Transaction value of $5,575
• Cold-to-close in under 60 days
• 550GB to Migrate & Manage
• Transaction value of $17,895
• Cold-to-close in under 30 days
• 50GB to Migrate & Manage
• Transaction value of $3,595
Anatomy of a Partner Win
PARTNER CUSTOMER OUTCOME

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Partner Business Value
Easy to Get Started
• There is no investment costs or technical certification needed to begin a partnership
Low Risk
• MetaVis solutions are widely adopted in organizations of all sizes and we pride ourselves on our ability to deliver
world-class products and support that you can feel comfortable selling
Realize Both & Incremental Revenue Immediately
• Additional revenue through immediate software sales & incremental from services
Maximize Office 365 Sale
• Increase topline by combining high value-add solutions that help overcoming common Office 365 sales objections
including migration, backup, security and governance of information in the cloud
Exclusive Partner Offerings
• Pricing extended is exclusive to partners for the SMB market segment
• Pricing aligned to customers buying patterns
• Unique packaging to help the selling motion (OneDrive Management inclusive)

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Pricing & Profitability
How much does MetaVis cost? MetaVis solutions are sold predominately as software suites and depending upon which suite is chose
the pricing can be based the amount of content under management (GB/TB), number of MetaVis Users and/or number of Office365
users. In the case of the MS SMS&P program, we will be offering two cost models exclusive to the partner network and designed with the
1 to 300 user market segment in mind.
How much should I charge? MetaVis will cost between $2-5K per client. You should also estimate via Time and materials if the client
wants to move customizations, branding, look and feel, custom code, web parts, workflows, etc. that may add significantly to the time
required to remediate in a new version of SharePoint. MetaVis recommends that you only promise move the information architecture,
content and metadata, security. Our pre-migration assessment tool can help point out potential issues
How much time does a typical migration take? Estimate anywhere between 300MB to 6GB per hour per MetaVis thread. Times vary
dramatically based upon the health of the source server, network latency and number of threads you can run without overwhelming
source and target servers. You can use our live incremental migration feature to move in waves which is the preferred method and
doesn’t require you cutover to you are ready.
What about selling your other solutions? MetaVis would like to make all of our solutions available to the partner network and we
address the cost/margin model in our Partner Agreement document. However the pricing for Office 365 cloud on-boarding is exclusive to
the SMS&P market and only offered through partners.
What about our larger prospects? MetaVis solutions easily scale and we have many, many enterprise class customers. Our Largest
customers manage in excess of 50Tb and over 30K site collections. If your practice sells to this audience, we are happy to work with
you in representing our solutions to them as well.

17. Exclusive SMB Partner Program Offer
For Fiscal Year 2014

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Exclusive SMB Partner Program Offering
• Pre-Migration Assessment Tool- A
“no-cost solution” for assessing cloud-
readiness for SharePoint & File
Systems
• OneDrive Management Suite-
included at no additional cost
• Additional (GB) Content Under Mgt-
50% reduction in cost
• Valuable Rebates- on the first three
wins!

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Next Steps / Recap
• Free- Get started with no cost and get immediate access to our Pre-Migration Assessment Tool to
determine your prospects cloud-readiness
• Easy- Help reduce friction getting customers to the MS cloud by showing them an easy path of
migration and improved on-going management of their content
• Revenue- See immediate additional topline revenue by selling the MetaVis Suites and the services to
deploy and exploit their capability
Sign Up
• Visit- http://www.metavistech.com/resource#aboutus/page/partnership
Exclusive SMB Partner Program
• Sell you first MetaVis Suite and receive an immediate rebate. Sell 2 & 3 and maximize your margins!
• You are automatically enrolled when you become a partner

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Contacts & Links
Damon Tompkins
Global
Vice President of Sales & Marketing
(610) 717.0413 X 314
dtompkins@metavistech.com
Sales Engineering
Chris Kolodziejski
Senior Sales Engineer
(610) 717.0413
Best way to contact is
support@metavistech.com
Tom Adovasio
West
Regional Sales Account Executive
(610) 717.0413 X 319
tadovasio@metavistech.com
Lynne Dacy
Mid-Atlantic / South
Regional Sales Account Executive
(610) 717.0413 X 316
ldacy@metavistech.com
Alex Rodriguez
Midwest
Regional Sales Account Executive
(610) 717.0413 X 320
arodriguez@metavistech.com
Tony Franks
Southwest
Regional Sales Account Executive
(610) 717.0413 X 318
tfranks@metavistech.com
Rebecca Pino
Northeast
Regional Sales Account Executive
(610) 717.0413 X 210
rpino@metavistech.com

21. Thank You & We Look Forward to
Working Together!