SMB and Modern Business: Navigate to the Cloud and

Increase Profitability

Brent Combest Microsoft General Manager, SMB

Darrin Swan INFINIT CEO

Frank Coker Woodard Institute Executive Director

@BrentCombest

linkedin.com/in/brentcombest

@INFINIT_C

linkedin.com/in/darrinswan

@FrankCoker

linkedin.com/in/frankcoker

The Digital Transformation Economy

• In 2019, spending on DX initiatives will reach almost $2.2 Trillion, 60% more than 2016

• By 2020 75% of Cloud Services revenue will go through channel/brokers

• By 2020, the “cloud broker” landscape serving SMBs will become highly verticalized, offering cloud based business services.

3

Source: http://www.idc.com/events/futurescapes IDC FutureScape: Worldwide IT 2017 Industry Predictions

Build the intelligent cloud platform

Create more personal computing

Reinvent productivity & business processes

BOLD

AMBITIONS

Mega Trends

• MEGA Trend #1 – Industry/vertical specialized channel • Embedded in existing customer verticals already

• Role commoditizing, needs to transform and create new value to biz

• MEGA Trend #2 – Business people taking over tech decisions • Elimination of huge swaths of tech

• CEOs will have past tech leadership roles

• MEGA Trend #3 – Integrated solution vs isolated pieces • Precision tools irrelevant

• MEGA Trend #4 – Business value, drags in tech • Acct/CPAs won’t operate like a VAR, need partner to help make it happen

• Solutions must focus on new business value created, leveraging tech

• Must create new business value, don’t care about tech revenue alone

5

Change Agents

7

Tech and/or Ops Leader

Business Leader

Financial Leader

3-Stage Digital Transformation Process

1. Microsoft based foundational cloud-services operating like a utility to empower and engage the SMB digital workforce and customer.

2. Business and system Intelligence services to streamline, automate and optimize SMB processes, systems and workflow.

3. SMB solution ideation, validation, design and creation of new products and services.

8

Foundation 3 months or less

Optimize 12 Months

Innovation Lifetime

6-Step Digital Transformation Journey

9

Financial

Technology

Step 1 Current Health

Assessment Stage 1

Financial Scorecard

Technology Vulnerabilities

Step 2 Get Well Plan

Stage 1

Financial Scorecard

Technology Scorecard

Step 3 Get Well Plan

Stage 1

Financial Scorecard

Operational Scorecard

Step 4 Modernization

Stage 2

Step 5 Modernization

Stage 2-3

1. Backup 2. Security/IAM 3. Infrastructure 4. End points

1. Email 2. File Share 3. SSO 4. End points 5. Training 6. Support

Step 6 Outcome Driven

Innovation Stage 3

1. C&C 2. Data 3. Security/IAM 4. Applications 5. Infrastructure 6. End points

Foundation Optimize

1. Application hosting 2. Application

replacement 3. Reporting 4. Workforce mobility

Optimize/Innovate

1. Data integration & warehousing

2. Business Analytics 3. SharePoint Portals

1. Predictive Analytics 2. Business process

innovation 3. Digital workforce

management

Mea

sure

Technology Scorecard

EIS

Operational Scorecard

Technology Scorecard

EIS

DWM

PDAS

INFINIT: Digital Foundation

1. Transition legacy IT to cloud-based services

2. Consolidate and standardize disparate systems

3. Secure, protect and ensure compliance to mitigate risks

4. Capture and integrate all data sets for scorecard & reporting

5. Modernize and optimize digital web presence

6. Initiate and streamline social customer engagement to drive revenue

10

Partner Value

Standardized Security and Compliance

Standardized Data Backup and Recovery

Intelligent Decision Making System Data Warehouse and Analytics

email msg voice data apps

Financial – Sales – Marketing Systems

files

Social Engagement

Accountant > Advisor

Bookkeeping

Systems/ Technology

Planning/ Analysis

Operations Spec

ializ

atio

n

Accountant > Advisor

Implementation

Planning

Procurement Operations

Conversions

Analysis/ Metrics

Configuration

Management

Security/ Controls

Systems and Technology

Acceleration

Accountants Journey

Technology

Communication Globalization

Data

Competition

Pulse: Understanding the Vital Signs of Your Business

Discussion

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Brent Combest Microsoft General Manager, SMB

Darrin Swan INFINIT CEO

Frank Coker Woodard Institute Executive Director

@BrentCombest

linkedin.com/in/brentcombest

@INFINIT_C

linkedin.com/in/darrinswan

@FrankCoker

linkedin.com/in/frankcoker