This document provides an overview of Microsoft Office 365 presented by Colm Whelan, Managing Partner at Clearway. The summary includes: - An introduction to Office 365 including its value in providing the latest productivity tools through the cloud with a familiar Office experience. - Details of Office 365 plans for different user types from kiosk to enterprise and the features included. - Capabilities in SharePoint Online such as sites, document management, and search compared to on-premises SharePoint. - Considerations for moving to the cloud such as standardization, deployment requirements, and balancing service changes with customer control.

1. September 24, 2011 Colm Whelan Vice President and Managing Partner Email: cwhelan@clearwaypartners.com Twitter: @colmw Blog: colmwhelan.blogspot.com

2. Agenda Introduction Clearway Overview Office 365 SharePoint Questions

3. Who Am I? Managing Partner at Clearway Lead Microsoft Practice SharePoint – 70 plus deployments vTSP for Microsoft – assist selling SharePoint in Northeast SharePoint 2001-2010 SharePoint Certified 2007/2010 Technology Adoption Program (“TAP”) for Office 365 Focus on: WCM Workflow Integration Online SharePoint (Today) Performance Optimization Worked at Microsoft and Visio Based Boston, MA Not a developer (was) Do not work for MSFT

4. Deliver Microsoft technology-based business solutions that generate sustainable competitive advantages HQ in Boston Area, national reach Microsoft Gold Certified and Managed Partner for Over 13 Years Microsoft Partner Awards for 2010, 2009, 2008, 2007, and 2006 Celebrating 10 years of SharePoint success Beta test/TAP Microsoft products SharePoint TAP, Office 365 TAP, BPOS TAP, Voice Specialization, Microsoft Cloud Champion, and Lync TAP

6. 2010 Northeast Excellence Award

7. 2009 East Region Partner of the Year

8. 2008 Northeast Excellence Award

9. 2007 Northeast Excellence Award

11. “The move to Microsoft Online Services will help cut operational costs by an estimated 30% and create a variable cost model that will provide increased flexibility in the future.” Ingo Elfering, Vice PreseidentGlaxoSmithKline “We were cautious of how many people would embrace a new tool. What we found was that 80% of our users wanted to be on a Microsoft type platform and were using one at home” John Kalka, Vice PreseidentIngersoll Rand Older Millennials (23-27) spend an ave. of 6.8hrs/w interacting with work email. Younger Millennials in work spend just 4.2hrs/w on email and more time on text messaging (3hrs) or IM (3.2hrs). Accenture, Jan. 2010 CONSUMERIZATION MULTI-GENERATIONAL INFRASTRUCTURE LIMITATIONS Trends Driving The Future of Productivity “By 2012, 20% Of Businesses Will Own No IT Assets.” Gartner, Jan. 2010 The world's mobile worker population will pass the one billion mark this year and grow to nearly 1.2 billion people – more than a third of the world's workforce – by 2013. IDC, Feb. 2010 ANYTIME, ANYWHERE RISE OF THE CLOUD 7

12. The Future of Productivity Best productivity experience across PC, phone, and browser The cloud on your terms Online On-premises Enterprise Content Management Business Intelligence Enterprise Search Unified Communications Collaboration 8

13. Announcing Microsoft Office 365 BRINGING TOGETHER CLOUD VERSIONS OF THE MOST TRUSTED COMMUNICATIONS AND COLLABORATION PRODUCTS WITH THE LATEST VERSION OF THE DESKTOP SUITE FOR BUSINESSES OF ALL SIZES.

15. Geo-Redundant Data Centers

16. Locations in North America, Europe, and Asia to provide optimal performance – South America coming

17. 99.9% guaranteed uptime (99.95% actual (was))

18. Secure Infrastructure Certified

19. Built from the ground up to be environmentally sustainable

21. Conduct online meetings with colleagues, partners, and customers, including audio, video and screen sharing

22. Manage and share important documents and personal insights with colleagues using My sites

23. Share your calendar with colleagues, partners, and customers

24. Share documents, task lists, and schedules to keep workgroups in synch with Teamsites

25. Simultaneously edit documents with your colleagues

26. Conduct online meetings with colleagues, partners, and customers, including audio, video and screen sharing

27. Manage and share important documents and personal insights with colleagues using My sites

28. Share your calendar with colleagues, partners, and customers

29. Share documents, task lists, and schedules to keep workgroups in synch with Teamsites

30. Simultaneously edit documents with your colleagues

31. Conduct online meetings with colleagues, partners, and customers, including audio, video and screen sharing

32. Manage and share important documents and personal insights with colleagues using My sites

33. Share your calendar with colleagues, partners, and customers

34. Share documents, task lists, and schedules to keep workgroups in synch with Teamsites

35. Simultaneously edit documents with your colleagues

36. Conduct online meetings with colleagues, partners, and customers, including audio, video and screen sharing

37. Manage and share important documents and personal insights with colleagues using My sites

38. Share your calendar with colleagues, partners, and customers

39. Share documents, task lists, and schedules to keep workgroups in synch with Teamsites

40. Simultaneously edit documents with your colleagues

41. Conduct online meetings with colleagues, partners, and customers, including audio, video and screen sharing

42. Manage and share important documents and personal insights with colleagues using My sites

43. Share your calendar with colleagues, partners, and customers

44. Share documents, task lists, and schedules to keep workgroups in synch with TeamsitesStatus update Online meeting presentation with pc-to-pc audio and video Cross-browser support Recording Capability BEST PRODUCTIVITY EXPERIENCE Work together, smarter ACCESS ANYWHERE* Solve problemsfrom more places WORKS WITH WHAT YOU KNOW Familiar tools ROBUST SECURITY AND RELIABILITY 99.9% uptime. Guaranteed. IT CONTROL AND EFFICIENCY Keeps you in control Familiar Office Experience Create sites to share documents with colleagues and partners with SharePoint My Sites in SharePoint Activities Desktop and Application sharing and virtual whiteboard Instant messaging Easily connect with others across organizations with calendar sharing and publishing in Outlook Co-Authoring in Word * Access from mobile devices depends on carrier network quality and availability ** “Connect Securely” is not a guarantee of 100% connection security.” Presence

46. View and edit documents with Office Web Apps across a broad range of browsers (Internet Explorer, Firefox, Safari)

47. Access your inbox from a broad range of browsers with Outlook Web App

48. Access mail, contacts, calendar, and SharePoint sites from hundreds of devices including Windows Phones, Nokia, Android, iPhone and BlackBerry

49. Single inbox to manage email and voicemail with unified messaging

50. Connect securely** over Internet with HTTPS without the need for VPNBEST PRODUCTIVITY EXPERIENCE Work together, smarter ACCESS ANYWHERE* Solve problemsfrom more places WORKS WITH WHAT YOU KNOW Familiar tools ROBUST SECURITY AND RELIABILITY 99.9% uptime. Guaranteed. IT CONTROL AND EFFICIENCY Keeps you in control Web applications with cross-browser support Seamless mobile access across many devices Outlook Web App * Access from mobile devices depends on carrier network quality and availability ** “Connect Securely” is not a guarantee of 100% connection security.”

52. Hybrid deployment scenarios allow on-premises and online users to work together seamlessly

53. Multiple plans provide a cost effective way to provide familiar business productivity capabilities to everyone in your business

54. Stay up to date with the latest productivity experience through a subscription serviceBEST PRODUCTIVITY EXPERIENCE Work together, smarter ACCESS ANYWHERE* Solve problemsfrom more places WORKS WITH WHAT YOU KNOW Familiar tools ROBUST SECURITY AND RELIABILITY 99.9% uptime. Guaranteed. IT CONTROL AND EFFICIENCY Keeps you in control Outlook Web App * Access from mobile devices depends on carrier network quality and availability ** “Connect Securely” is not a guarantee of 100% connection security.”

56. Data is replicated in geo-redundant datacenters to protect against datacenter wide failures

57. Risk mitigation multi-dimensional approach to help safeguard services and privacy of data

58. Helps customers comply with ISO 27001, SAS 70 Type I, FERPA, HIPPA, FISMA, EU Safe Harbor Seal

59. Backed by a 99.9% financially backed Service Level Agreement

60. The Video* Access from mobile devices depends on carrier network quality and availability ** “Connect Securely” is not a guarantee of 100% connection security.” 99.9% financially backed SLA Geo redundant datacenters

62. Service health portal and RSS feeds to provide up to date service availability information

63. Simplified management with a single administration center with role based access

64. Remote PowerShell to allow scripting of routine tasks and access to raw data for reports

65. IT friendly service update policies that put you in control* Access from mobile devices depends on carrier network quality and availability ** “Connect Securely” is not a guarantee of 100% connection security.” Service health portal Simplified Management

66. Customers Are Embracing Cloud Productivity with Microsoft Clearway - 40,000 users migrated through 2011 16

68. Improved communication and collaboration

69. Strategic transformation of IT

70. Provide productivity tools to the larger employee base

71. Keep costs under control

72. Focus on customer needsPurely Online Hybrid 17

73. Continuous Investment 90 Days Roadmap communicated Field, partner and customer inputs Rhythm of the Service 6-8 Weeks Feature prioritization and dev. sprints Top feature requests identified 18

75. The complete Office experience with services integration in Office 365

76. Always the latest version of the Office apps, including Office Web Apps

77. Familiar Office user experience to access services

78. Voicemail with unified messaging

79. Integrated personal archiving

80. Retention policies and legal hold

81. Exchange Control Panel

82. Free/busy coexistence

83. Cross-premises management

84. My Sites to manage and share documents

85. Access documents offline

86. Improved Team & Project Sites

87. Document-level permissions to protect sensitive content

88. Share documents securely with Extranet Sites (Hotmail or Online ID)

89. Cross collection search

90. IM & Presence across firewalls

91. Skill search in SharePoint

92. Online meeting with desktop sharing

93. Activity feeds

94. Contact photos

95. Click to communicate from Office contact cards

96. Windows Live federation

97. New user interface

98. Role based access

99. Identity federation (eliminate sign-in client)

100. Multi-factor authentication support

101. Remove scale limitationPlatform Capabilities 19

103. 1000 Small businesses

104. 1000 Enterprises

105. New User Experience

106. New Brand

107. New URL

108. New UI

109. Limited Offers (E3, K2, P1, Office Pro Plus)

110. Limited 7 Languages

111. Limited 13 Markets

112. Finalized system requirements

113. General availability for new customers

114. All Office 365 offers

115. Available in 38 markets

116. Lync conferencing available

117. Service enhancements

118. BPOS customer transition begins (12 months duration)

119. Lync Online, SharePoint Online, Exchange Online and platform feature updatesSharePoint 15 will be released online before on-premise 20

121. Outlook Web App only

122. POP support

123. Messaging, calendar, contacts

124. Forefront antivirus and anti-spam

125. SharePoint Access (0MB storage)

126. Site search capabilities

128. 500 MB SharePoint storage

129. Client connectivity

130. Mobility

131. Lynccapabilities

132. Exchange & SharePoint capabilities

133. Office Professional Plus

134. On-premises access rightsKey Differentiators 21

135. Plans for All Your Employees E Family Plans K Family Plans SharePoint only $5.25 SharePoint Ent Only $10.25 500mb per user + 10GB “K” Kiosk “E” Enterprise Plan E4 $27/m Voice Components Office Pro Plus Plan E3 $24/m Office Web Apps Plan K2 $10/m V.mail & Advanced Archive Capabilities Forms, Access Excel, & Visio Services SharePoint Online Kiosk Plan K1 $4/m Plan E2 $16/m Office Web Apps Exchange Online Kiosk Email, calendar, AV/AS, Personal Archive Plan E1 $10/m Collaboration Portal 22 Conferencing IM & presence

137. Team Sites

138. Intranet Sites

139. Extranet Sites (Hotmail or Online Services ID)

140. Office Integration (2007/2010)

141. SharePoint Workspace 2010 for Offline Working

142. Very Simple Public-Facing Website

144. Vanity Domains for Intranets (Private Site Collections)What’s Out 23

146. Slide & Media Libraries

147. Business Taxonomies & Tagging

148. Document Sets & ID’s

150. Incoming emailWhat’s Out Content Management 24

152. Search Refiners/Indexing Controls People Search

153. Phonetic Search

154. Excel Services

155. Access Services

156. Visio Services

157. Forms Services

158. Silverlight Web part

160. ‘Unified’ Search results combining online and customer site sources. (Targeted for W15)

161. FAST Search which includes features such as thumbnails, previews, contextual search, visual best bets, and deep search refinement. Targeted for W15.

162. PerformancePoint Services. Targeted for W15.

163. PowerPivot is unable to connect to external services. Targeted for release in FY12.

164. Alternatives to higher-end custom solutions (full-trust code) are targeted for FY12 and W15.What’s Out 25

165. SharePoint and SharePoint Online Sites & Communities Content Management Search, Insights & Composites i ON PREMISE    Office 365 FAST Search – Wave 15 BCS – FY12 PerformancePoint – Wave 15 No full-trust code   26

166. Programmability and More Control Service Specific ControlFall through experience to specific services to gain similar server configuration control Platform Web ServicesNew programmability layer allowing third party to interact with platform, by-passing the user interface Remote PowerShell Manage the Exchange Online environment via command line, build applications that leverage the service to meet your existing business requirements and processes Collaboration CustomizationVisual Studio 2010 and SharePoint tools for building, testing and packaging Sandboxed Solutions 27

167. SharePoint Online System Requirements 28

168. SharePoint Online System Requirements Microsoft Office 2003 client is not supported with SharePoint Online in Office 365. End users using Office 2003 currently with SharePoint Online must either: Upgrade to Office 2010 or Office 2007 SP2 Use Office Web Apps to read Office documents via a compliant browser. Users on Windows XP will need to install Internet Explorer 8 or higher, while Windows Vista and Windows 7 users will need Internet Explorer 7 or higher. 29

169. What Does Moving to the Cloud Mean? Standardization Single architecture Limited configuration and customizations options Deployment Initial deploy is still required to migrate data to Office 365 AD clean up and network upgrade is often required Service Change Balance between continuous innovations and minimize change Customer controls IT policies but not feature availability Privacy and Security Considerations Understand your internal security and privacy requirements 30

170. Demonstration New User Experience

171. Role Based Access Admin and End User Roles Partner Roles 32

173. 20+ years experience in building enterprise software

174. 16,000 partners committed to BPOS

176. Seamless transition and experience for end users

177. Anywhere access across phones, browsers and PCs

178. Right offers for the right users

179. Power of choice: on-premises, online or hybrid

180. Continuous innovations every 90 days

181. Major and minor update policy respectful to IT pro need for control

182. Service delivery platform approach enabling new services across Microsoft and partnersMost Compelling Vision 33

183. Sponsors Platinum Gold Silver Raffle

184. Questions Colm Whelan Vice President and Managing Partner Email: cwhelan@clearwaypartners.com Twitter: @colmw Blog: colmwhelan.blogspot.com

189. Appendix

191. Share documents, task lists, and schedules to keep business units in sync using team sites

192. Work effortlessly with partners and customers by creating sites to share information securely

193. 10GB per tenant + 500 MB per user

194. Flexible service offering with pay-as-you-go, per-user licensing

195. The complete Office experience with services integration in Office 365

196. Simplified user set-up to preconfigure services

197. Always the latest version of the Office apps, including Office Web Apps

198. Familiar Office user experience to access services

199. 25GB Mailbox

200. Outlook and Outlook Web App

201. Premium antivirus/anti-spam (Forefront)

202. Shared calendars, contacts, and tasks

203. Mobile email for most mobile devices including BlackBerry, iPhone, Nokia, Windows Phone

204. Email archiving and compliance capabilities

205. Instant messaging and presence

206. PC-to-PC audio and video calling

207. Click-to-communicate from Outlook, SharePoint, and other Office Applications

208. Online meetings with PC-audio, video conferencing and screen sharing

209. Single click meeting creation and join from Outlook

210. Calendar integration with Outlook and ExchangeCONTROL AND EFFICIENCY Single user interface to purchase, administer and user with role-based access control | Single sign-on with on-premises Active Directory | 99.9% financially backed SLA | 24x7 IT Pro Support | Built in geo-redundancy in regional datacenters

211. Security ProgramA risk-based, multi-dimensional approach to help safeguard services and data Security Monitoring & Response, Threat & Vulnerability Management Security Management Access Control & Monitoring, File/Data Integrity Data Account Management, Training & Awareness, Screening User Secure Development Lifecycle, Access Control & Monitoring, Anti-Malware Application Access Control & Monitoring, Anti-Malware, Patch & ConfigMgmt Host Dual-factor Authentication, Intrusion Detection, Vulnerability Scanning Internal Network Edge Routers, Firewalls, Intrusion Detection, Vulnerability Scanning Network perimeter Video Surveillance, biometrics, Access Control Facility 42

213. Microsoft Online Services Privacy and Regulatory Divisional Requirements Specific to Software + Services

215. EU Safe Harbor CertificationNotice Choice Disclosure 43

216. Exchange Server and Exchange Online Mobile Collaboration Voicemail in Your Inbox Email & Calendar Email Archiving ON PREMISES     Office 365    

217. Exchange Server and Exchange Online Mobile Collaboration Voicemail in Your Inbox Email & Calendar Email Archiving ON PREMISES     Office 365     Rich client access via Outlook Premium web experience via OWA Large mailbox sizes (25 GB) Calendar sharing and publishing Premium anti-spam andantivirus (Forefront) Information protection and control

218. Exchange Server and Exchange Online Mobile Collaboration Voicemail in Your Inbox Email & Calendar Email Archiving ON PREMISES     Office 365     Sync email, contacts, calendar Supports popular mobile devices Remote device wipe Mobile device security policies Block and quarantine devices

219. Exchange Server and Exchange Online Mobile Collaboration Voicemail in Your Inbox Email & Calendar Email Archiving ON PREMISES     Office 365     Text preview of voicemail Customized greetings and call transfer options Voice access to e-mail, calendar, and contacts Message waiting indicator Lower TCO with email and voicemail on one platform

220. Exchange Server and Exchange Online Mobile Collaboration Voicemail in Your Inbox Email & Calendar Email Archiving ON PREMISES     Office 365     Personal archive “Move and delete” policies Legal hold policies Transport rules Multi-mailbox search for e-discovery

221. Lync Server and Lync Online Basic Messaging Conferencing Voice PBX Replace ON PREMISES     Office 365   FY12 Not Available 49

222. Lync Server and Lync Online Basic Messaging Conferencing Voice PBX Replace Presence Instant Messaging ON PREMISES     GAL and Skill Search Office 365 Activity Feeds   FY12 Not Available Windows Live Messenger Federation (incl. Mac) PC to PC voice & video calls 50

223. Lync Server and Lync Online Basic Messaging Conferencing Voice PBX Replace Multiparty (3+) Audio/Video Ad hoc collaboration ON PREMISES     Application Sharing Online meetings Office 365   FY12 Not Available Reservation-less audio conferencing Requires Telco partner to connect to the public phone network (PSTN audio conferencing) 51

224. Lync Server and Lync Online Basic Messaging Conferencing Voice PBX Replace Call landlines and mobiles (PC to PSTN) Transferring and forward calls ON PREMISES     Single number Simultaneous ring Office 365   FY12 Not Available Exchange Voice Mail Integration Requires Telco partner to connect you to the public phone network (DIDs, PSTN termination) 52

225. Lync Server and Lync Online Basic Messaging Conferencing Voice PBX Replace E911 Call Admission Control ON PREMISES     Branch office appliance Office 365 Existing telephony integration   FY12 Not Available Fax and analog devices Call Park, Hunt Groups If the customer wants PBX replace, all OCS workloads must run on premise 53 On Premise OCS can work with SharePoint & Exchange Online – Sell Office 365 “E” + Voice CAL!

227. Help customers realize value faster from their purchase of Office 365

228. Make deployment cost more predictable and ensure that customers have a deployment plan at time of sale

229. Establish deployment standards to manage customer expectations

230. Scale partner ecosystem to deploy Office 365 to thousands of customers across all segments

231. Deployment is usually not discussed at the time of sale, so we want to change that behavior

232. Deployment is critical in large accounts since billing for service usually starts after deployment of seats

233. Improve customers’ experience of moving to online services – quick, efficient, and predictable

235. Offer Microsoft Premier Deployment (MPD) to Office 365 EPG Customers (Major and CFAM only) where the number of seats exceeds 2,400

237. Provide Deployment Training in every region worldwide

238. Provide Deployment Support for up to 160 hours through MPD to partners for up to 3 engagements

240. Augment the deployment team with MCS and a select set of partners

241. Assist Partners through guidance, training, and deployment support

242. Drive Office 365 Deployment ObjectivesMicrosoft Premier Deployment 54