The document discusses Insight's top accounts for 2009, including the Wisconsin Department of Health. It details a case with the Wisconsin Department of Health where Insight helped migrate 6,000 users from a Novell to Microsoft network while changing asset management strategies. Additionally, it provides overviews of key accounts, top growth areas for 2010, CRM metrics, and revenue and gross profit trends.

1. MAXIMIZING YOUR BUSINESS ADVANTAGE
2009 Portfolio Overview
Shannon Spiess
Dec 1, 2009

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Insight Proprietary & Confidential. Do Not Copy or Distribute
© 2009 Insight Direct USA, Inc. All Rights Reserved.2
Top Accounts 2009
Objectives
• Revenue and GP total projection
• Trends
• New Relationships
• Strengths
• Risks
Accounts
1) Wisconsin Dept of Health
2) Pearson Vue
3) MoneyGram
4) Allina Health Systems
5) Green Tree Financial
6) Goodwill Industries of San Antonio
7) Toro
8) Aveda
9) Wisconsin Dept of Revenue
10) Merit Care
11) Wisconsin Dept of Transportation
12) City & County of Denver

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Challenges
Migrate 6,000 users away from a Novell NDS
based network to a Microsoft Active Directory
platform.
Concurrently convert from a Novell ZENworks
based asset management strategy to one centered
on the Avocent’s LANDesk platform.
Address hundreds of application dependencies on
NDS and ZEN
Solution
Insight created a custom lifecycle solution leveraging
a diverse team of Insight Architects, Engineers, and
Project Managers. Collectively the team is a group of
30 individuals with a myriad of skills ranging from
Novell Identity Management to SQL DBAs to
Desktop Engineers.
Employees of the Department of Health
Services follow a common mission:
Protecting and promoting the health and
safety of the people of Wisconsin
Goals include:
Assure the health, safety, and well-being of
Wisconsin citizens while emphasizing
prevention.
Make Wisconsin a national leader in
reforming health care.
Improve the lives of Wisconsin seniors and
people with disabilities.
Increase opportunities for children to grow
up safe, healthy, and successful in strong
families.
Create a high-performing organization that
is customer-focused and values our
partners and employees.
Client Win: Wisconsin Dept of Health

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Key Accounts
• 1) Wisconsin Dept of Health
• 2) Allina
• 3) Schwans
• 4) Pentair
• 5) Ameriprise
• 6) Toro
Top plays to sustain or drive net knew
• 1) Cloud Computing
• 2) Disposition
• 3) Lifecycle Services
• 4) Insight License Advisor
• 5) Mobility
• 6) Integration services
2010 Growth Plan

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CRM Review
• Funnel Review
• Total number of Opportunities
• Total dollar amount
• Stage review (top vs level 2 health)
• Achievements
• Estimated close rate for 2009

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CRM Pipeline

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Revenue & GP Trend
-$100,000
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
SSE #405
Linear (Revenue) Linear (GP)