IS YOUR SHAREPOINT PLATFORM BUSINESS CRITICAL? BUSINESS-CRITICAL SHAREPOINT SOLUTIONS Russ Basiura, CEO RJB Technical Co

1. Helping RJB Clients Win! IS YOUR SHAREPOINT PLATFORM BUSINESS CRITICAL? BUSINESS-CRITICAL SHAREPOINT SOLUTIONS Russ Basiura, CEO RJB Technical Consulting

2. Business Critical SharePoint!

3. So, What drives your CFO Crazy? People who throw money away…

4. Do you have a Business Case? • A clear, well thought-out, business case can help to overcome many objections and establish reasonable expectations • The Business Case should convey the value and importance to the organization as well as how the project will be managed / delivered.

5. Technical Assessment and Roadmap • Technical assessments assist in verifying the infrastructure is sufficient for a sound deployment • Technical assessments provide capacity planning that can help justify early investments in appropriate hardware and software avoiding a more costly upgrade later. • An assessment can indentify security concerns and corporate compliance issues before an implementation

6. Roadmap TOC

7. Proposed Roadmap

8. The SharePoint Value Proposition SharePoint provides a highly managable enterprise platform that connects information, applications, people and teams both inside and outside of the organization. SharePoint acts as a central hub supporting collaborative document management and workflow approval processes for Microsoft Office suite of products. As a business intelligence platform, SharePoint provides a simple, yet powerful interface to connect users throughout the organization to information, enabling smarter, faster business decisions.

9. SharePoint 2013 Value Adds Mobility – Bring your own device, Touch Friendly Office Web Apps (HTML 5, Editing) Search and Relevancy Social Internet sites User Interface Drag and drop, live document previews E-Discovery

10. ROI

11. Line of Business System Integration!

12. Many companies run multiple line of business (LOB) systems Each usually serves a certain department Integration gap impacting performance

13. Business users with no direct access to vital data Pain Points Business-critical data stuck in siloed systems Manual processes, e-mail, phone communication Inefficient cross-company processes

14. 67%of SharePoint customers have already deployed it across their organization… Do You? What can be done to close the integration gap? What LOB systems does your company have? Provide broader, secure, role-based access Keep your LOB systems unchanged Surface vital LOB data in SharePoint

15. Example Alert Action Resolution Confirmation Inventory item low in warehouse HQ alerted Order processed automatically Supplier Warehouse HQ Automatednotification Store manager alerted on mobile device Retail Software Procurement Software ERP PLM Store

16. Project Management Challenge: Inconsistent Track Record of On Time Project Completion/ Labor Intensive Report Prep Issues • Completing projects on time below management expectations • Unable to view high level status • Unable to easily convert sub project/task progress to overall project status Solution • Leverage SharePoint to produce bottoms-up business intelligence dashboard • Top level management view of overall status with ability to drill down into sub projects • Automatically synched with Microsoft Project Benefits • Improved on time and on budget project success through automation and visibility • Threats are highlighted allowing management time to take corrective action • Based on bottoms-up sum by sub projects/tasks leading to good accuracy • Reduced labor intensive actions by synching with Microsoft Project • Reduced number of face to face meetings RJB Value Add • Experience allowed multi-level business intelligence dashboards which met all stakeholder needs • Integrated with existing project management tools • Able to “brand” dashboard to help adoption

17. Employee Onboarding Challenge: Inefficient, Labor Intensive New Employee Onboarding Process Issues Onboarding process for new employees is based on manual procedures involving HR, IT and the new employee’s department, relies on inefficient email & voicemail coordination Requirements can include: network/DB permissions, email account, laptop, meeting with manager, scheduling 1st review, entry into directory, new employee orientation/ signup for benefits, desk assignment and business cards Solution SharePoint based workflow application triggered by new employee acceptance Automates manual processes to improve progression Includes status report and insight into bottlenecks; progress can be measured Benefits Efficient, consistent, automated process which reduces manpower to initiate and track Expanded scope automates password reset and password expiration management RJB Value Add Onboarding workflow is designed to facilitate client making future enhancements Avoided purchase of additional tools by leveraging existing investment in SharePoint Experience allowed expanding solution to address other related needs (password issue) Can be cornerstone of wide scope HR Business Process Automation such as scheduling reviews, attrition processing and leave request

18. Surface Business DataCustomer Evidence • Business Challenges • Solutions • Results and Benefits “By bringing everything together in SharePoint Server, our advisors can continue to focus their energies on providing investment advice to clients and spend less time moving between applications.” - Tom Loney Senior Manager, IT Architecture, Raymond James • Use Microsoft SharePoint Server 2010, Visual Studio® 2010, and Silverlight™ to create a composite user interface for streamlined development • Capitalize on relationship with Business Connectivity Services for application linkage • Access all necessary applications and customize individual work environments from a single location • Simplify financial advisors’ interaction with more than 15 IT systems so they can focus on core job functions • Improve availability and usability of essential systems and applications • Reduce time-to-market with new services • Enhanced availability of mission-critical systems • Shorter development cycle (four months) • Fewer IT administrative tasks • 30-percent faster time-to-market for internal services • 10-percent reduction in support costs “Financial Firm Enhances Advisor Desktop Experience, Reduces Time-to-Market,” http://www.microsoft.com/casestudies/ServeFileResource.aspx?4000014607

19. Improve ProcessesCustomer Evidence • Business Challenges • Solutions • Results and Benefits “We’ll use the powerful reporting and collaboration tools in SharePoint Server 2010 to maintain an agile system that supports our efforts to quickly bring new services to market.” - Bill Pieser Chief Technology Officer, Applied Discovery • Greater agility through rapid development of mission-critical applications and prototypes • Lower total costs (for example, development, licensing, system maintenance) • Increased user productivity though efficiencies built into SharePoint to improve processing throughput • Better service to clients • Build a flexible architecture that can support all new e-discovery services • Replace a highly custom-coded, third-party application to benefit from a platform upgrade • Employ the mission-critical SharePoint solution for volume document processing and electronic document discovery • Take advantage of a platform that helps to drive quality processing for hundreds of custodians who handle millions of media inventories and documents “Financial Firm Enhances Advisor Desktop Experience, Reduces Time-to-Market,” http://www.microsoft.com/casestudies/ServeFileResource.aspx?4000014607

20. Deliver Fast ROICustomer Evidence • Business Challenges • Solutions • Results and Benefits • Reduce the number of vendors and costs related to maintaining public and internal websites • Simplify content publishing and information sharing for internal users • Improve regulatory compliance in auditing and reporting abilities “We will save more than $1 million over several years by combining our portal, document management, and collaboration systems into SharePoint Server 2010.” - John Deermer Supervisor, Constellation Energy • Use Business Connectivity Services, which allows IT to expose LOB data within one platform, enabling people to use data for daily tasks • Employ the broader, deeper, and more integrated set of capabilities across SharePoint 2010 workloads to address more business scenarios on a single platform • Reduced costs with new services • Greater agility from faster information sharing • Easier regulatory compliance “Constellation Energy to Cut Costs by Over $1 Million, Enhance Services, with New Software,” http://www.microsoft.com/casestudies/Microsoft-SharePoint-Server-2010/Constellation-Energy/Constellation-Energy-to-Cut-Costs-by-Over-1-Million-Enhance-Services-with-New-Software/4000006811

21. Business-Critical Processes CUSTOMER EVIDENCE A Major Utility Company • Business Challenges • Solutions • Results and Benefits “By leveraging the existing SharePoint and AgilePoint infrastructure and connecting multiple silo systems across the organization (no rip & replace), and providing a platform that empowers business users to become business architects who can create business critical end-to-end processes – has resulted in significant ROI and enhanced business agility.” Vice President A Major Utility Company • Enhanced availability of enterprise wide systems for mission-critical processes • Shorter business process application development cycle (from months to weeks) • IT plays the ‘enabler role’ by creating reusable parts that compliment BA created Model Driven BPMs • Significant ROI realized through compliance risk reductions and rapid and less costly development • Leveraged the existing SharePoint Farm – a shared environment between multiple business unites – no ‘rip and replace’ • Empowered Business Analysts to create processes that dovetails enterprise systems, and retrieve data from Legacy systems • Enabled Business Analysts to create UIs to support Managers complete requests • Provide automatic notification to Users and Managers of request and approvals • Complicated internal and external compliance requirements (NERC, FERC etc.) • Inefficient and un-auditable processes (non-compliant) • Default processes leveraging limited enterprise-wide systems, making process invisible • Inaccurate reporting • Unclear processes effecting efficiency of the whole organization “Financial Firm Enhances Advisor Desktop Experience, Reduces Time-to-Market,” http://www.microsoft.com/casestudies/ServeFileResource.aspx?4000014607 21

22. SharePoint Integration with disparate tools at Parkland Hospital CUSTOMER EVIDENCE • Business Challenges • Solutions • Results and Benefits • Program Controls Management (PCM) System utilizing SharePoint integrated with several disparate software tools used for Construction. • Phases: Initial System – 3 months, Complete System – 6 months • To support collaborative hospital design and construction management through implementation and management of a web-based program controls system. • Enables a greater level of team collaboration • When teamed with Critigen’s best practice program control procedures; reduces conflicts, changes & rework • Provides more accurate estimates • Enables cross-functional scheduling and provides more accurate cash flow projections • Provides critical logistical planning & visualization of the program master schedule and logistics SharePoint, SQL, Oracle Primavera, Lawson ERP, Meridian Prolog Information on your company can be found here <include a URL to your “Project 9” specific site content. 22

23. Integrate PeopleSoft and SharePoint CUSTOMER EVIDENCE • Business Challenges • Solutions • Results and Benefits “I had completely developed my organization’s unified portal strategy but one piece was missing; I hadn’t found an effective way to integrate PeopleSoft into SharePoint without having to undertake a costly and uncertain development project. Then, I discovered InFlight. InFlight enabled me to execute my ‘one-front-door’ portal strategy by letting me surface interactive PeopleSoft content into SharePoint as web parts. InFlight was fully implemented in about two weeks, and solved my problem for a fraction of our estimated development costs.” - Kevin Brown Director of IT, City University of Seattle • Integrate PeopleSoft content quickly and easily into SharePoint using InFlight™ • Provide single sign-on into PeopleSoft direct from SharePoint portal using InFlight™ • Deliver a blended application to improve workforce productivity • Read/write back to PeopleSoft through interactive web parts • Pair business critical processes with LOB systems and contextual documentation • Deliver a unified portal with one look and feel • Improve usability of legacy systems • Reduce unified portal strategy time-to-market • Replace PeopleSoft Portal with Microsoft SharePoint • Integrate content from PeopleSoft into SharePoint • One front door; one look and feel for end-users • Eliminated need for users to authenticate into and navigate through two different systems • Fully implemented and integrated in 2 weeks • No development costs • No ongoing costs to maintain custom integration • Improved accuracy of data in PeopleSoft • Reduced volume of problem calls into help desk Information on InFlight can be found at: http://btrgroup.com/solutions/btrg-innovations/how-integrate-PeopleSoft-SharePoint.php 23

24. Integrate PeopleSoft CRM and SharePoint CUSTOMER EVIDENCE “Our sales team members manage opportunities, call reports, and customer contracts in PeopleSoft CRM.  Supporting documentation, such as closing strategies, customer requirements and price quotes are stored in SharePoint. Jumping between the two systems was cumbersome and error prone. Sales leadership wanted to display anything and everything about the customer in one place. We avoided the risks and complexity inherent in other PeopleSoft to SharePoint integration techniques by choosing InFlight. InFlight enabled us to deliver one complete view of the customer, quickly and easily, giving salespeople all the customer information they need, right at their fingertips. InFlight’s support team has worked with us from design to post-implementation to deliver a complete solution.” • Business Challenges • Solutions • Results and Benefits • Integrate PeopleSoft content quickly and easily into SharePoint using InFlight™ • Provide single sign-on into PeopleSoft CRM direct from SharePoint using InFlight™ • Pair PeopleSoft CRM data with supporting documentation in SharePoint through parametric searching • Align core sales process with LOB systems and contextual documentation • Leverage SharePoint Web part connections to present customer documents alongside relevant LOB data. • One front door; one look and feel for end-users • Single view of the customer improves salesperson productivity and response time • Improved accuracy of data in PeopleSoft • Greater adherence to prescribed sales tools and methodologies increases close rate and improves sales • Eliminated need for users to authenticate into and navigate through two different systems • Display anything and everything having to do with the customer in one place, on one screen. • Integrate PeopleSoft into SharePoint without adding IT complexity • Eliminate time wasted moving between ERP and SharePoint • Enhance legacy system ease-of-use. • Pair customer-specific documentation in SharePoint with customer content in PeopleSoft. • - Marcus Johnston • Unit Leader, • Infrastructure Services, • Infogix 24 Information on InFlight can be found at: http://btrgroup.com/solutions/btrg-innovations/how-integrate-PeopleSoft-SharePoint.php

25. Summary • http://tinyurl.com/bppcjd6 • http://tinyurl.com/cxfy2hx

26. Q&A