What’s Microsoft Got in the Cloud and Why Does it Matter to Nonprofits?

Stan FreckDirector, Cloud ComputingMicrosoft US Public Sector

TODAYS ENVIRONMENT

CHANGINGDEMOGRAPHICS

UBIQUITOUSCONNECTIVITY

INCREASED EXPECTATIONS, BUT REDUCED RESOURCES

What is the cloud?

An approach to computing that’s about getting scalable computing resources on the internet and connecting to (and from) a variety of

devices and endpoints

CLOUD 2000s & FutureCloud Computing, Social NetworksProducts>Solutions>Services

INTERNET Mid ‘90sBrowsers, Email, eCommerce, Hosting, Wi-Fi, Web 2.0

CLIENT/SERVER Mid ‘80sDistributed Computing

PC & APPS Early ’80sWord Processor, SpreadsheetsDOS, GUI, Windows

Managing Services, Not InfrastructureThe Next Logical Step in Enterprise Computing

Managed costsCapex/opex flexibilityCapacity on demand

Smaller carbon footprint

…all of which frees up your resources to focus on your mission

On Premises – “Feast or Famine” Cloud Computing – “Right Capacity, Right Time”

IaaS P

aaS SaaS

“Don’t run out and do this just because it’s ‘cloud,’ and don’t run out and not do it because it’s ‘cloud.’ If

the goals and objectives of your organization lead you to a cloud solution, then go with it.”

Carol LawsonCIO California Public Utilities Commission

PC Mobile

Microsoft’s Vision

Web

Azure, Live, Online

Computers Networks

3rd PartyApps & SolutionsOnline

ServicesLive Services

Datacenters

Microsoft Consumer Cloud Services

CLOUD SERVICES

TV/HOMEPC MOBILE

14B Ads Per Month

500M Active Windows Live IDs!

369M People Using Hotmail!

Over 3B WW Queries Each Month!

Over 6M Songs In The Catalog

Over 600M Unique Users

20M People On Xbox Live!

2B Unique Calls Per Year

Microsoft Online/Azure Cloud Services

ON-PREMISES

BUSINESS APPSCOLLABORATION STORAGE PLATFORMIDENTITYCOMMUNICATIONSPRODUCTIVITY

CLOUD SERVICES

Benefits for your organization

Staff can focus on what they do best: mission, programs

Always on the latest technology

Enterprise-class reliability and security

Economies of skill and scale

Save money

What Do Customers Want To Know About The Cloud?

How Will We Gain Productivity?

Can You Help Us Comply With Regulations?

Will I Still Have Control?

Should We Go ‘All In’ Or Hybrid?

Will My Legacy Apps Still Work?

Is It Secure?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ Enable Physical & Logical Data Protection

√ Our Datacenters Are All ISO 27001 Certified

√ Leading Security Architects And Years Of Enterprise Experience

Is It Secure?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ You Can Go To An ‘All In’ Model

√ You Can Migrate Specific Apps (i.e. email)

√ You Can Migrate Specific Users

Should We Go ‘All In’ Or Hybrid?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ End Users Have ‘Anywhere Access’ To Data & Applications

√ Cloud Services For End User Collaboration

√ Simplified IT Maintenance

√ Users Get Our Most Up To Date Innovation – “Evergreen” Promise

How Will We Gain Productivity?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ We Have Experience With Government & Clients In Highly Regulated Industries

√ We Will Work To Adapt To New And Changing Regulations & Requirements To Meet Your Needs

Can You Help Us Comply With Regulations?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ Customers Own & Control The Use Of Their Data

√ We DO NOT Data Mine Or Monetize Our Commercial Services Through Advertising

√ We Have A Long History Of Hosting And Provide Reliability SLAs

Will I Still Have Control?

CUSTOMERS ASK US:

What Do Customers Want To Know About The Cloud?

√ Use Your Active Directory Federation

√ Cloud Services Built With Interoperability In Mind

√ Help To Migrate Apps When Necessary

Will My Legacy Apps Still Work?

CUSTOMERS ASK US:

What matters?Vision matters …

Commitment matters …

Choice matters …

Platform matters …

Scale & efficiency matter …

20

Security & privacy matter ...

Roadmap matters …

Investment matters … (so does business model)

Customer success matters …(Real-world, Large-scale, Enterprise-wide … not pilots)

(15 years)450M+

active users

(13 years)550M

users/mth

(12 years)Largest non-ICP/IP cloud

service x100M users

(11 years)320M+ activeusers

(11 years)

2B queries/

mth

(15 years)450M+

active users

(7 years)5B confmins/yr

(6 years)2B

emails/day>1M users

Scale & efficiency matter …

• $2.3B data center investment• 15 global data centers (135 total MW)• >200 of the world’s largest services, some for >15 years• SLAs w/ financial penalties … not more of the same if we miss

(2010)Avail to 400M

consumers at

release

Web Applications

Smallest customers go along for the ride with the largest

Security & privacy matter …

FISMATwo Factor AuthenticationEncryption through RMS

ISO 27001

SAS70 Type I and II Audits

HIPAA

FERPA

21 CFR Part 11

FIPS 140-2

Trusted Internet Connection Master

Administrator

Controls that assist with: Coming Soon:

Smallest customers go along for the ride with the largest

Roadmap matters …

Total Cost

Func

tiona

lity

and

Flex

ibili

ty

Wave 2010

Wave 2007

Online Dedicated On PremiseOnline Standard

Smallest customers go along for the ride with the largest

SOU

RCE: 10K & 20K SEC Filings 12/31/08 Except O

racle 5/31/09, RIM, Sony and N

intendo 3/31/09

SonyOracleGoogleApple IBMCiscoRIMNintendo

$1.1B$2.8B$2.8B

$4.9B$5.2B$6.3B

$.7B$.4B

TOTAL FY09 R&D INVESTMENT FY09: $9.1B

Microsoft

Investment matters …

Smallest customers go along for the ride with the largest

Customer success matters …

13 of the top 20 global telecom firms use MS

Online

7 of the top 10 global energy companies use

MS Online

Over 10,000 schools use Live@edu (in just six

months)

Over 40 million paid MS Online

users

50% of the Fortune 500

use MS Online

48 out of 50 states use MS Online

15 of the top 20 global banks use MS Online

Over 500 Government

entities use MS Online

16 of the top 20 global pharmaceutical

companies use MS Online

Smallest customers go along for the ride with the largest

Smallest customers go along for the ride with the largest

WHAT IS AVAILABLE TO NONPROFITS TODAY?

SOME NON-PROFIT SUCCESS STORIES

Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)

Enterprise class software delivered via subscription services hosted by Microsoft and sold with partners

Business Productivity Online Suite

Microsoft Online Services

Web Applications

Microsoft Dynamics CRM for Nonprofits Customized and Affordable

Solution pack with functionality for: Donation and pledge management Member and constituent management Campaign management Case management Event management

Tailored dashboards and reports Available within Outlook and off-line

Payment solution for collecting online donations

announcing

a new online engagement platform, hosted on Windows Azure, that organizations can use to build interactive experiences and dialogue with communities online around various topics, issues, opinions, etc.

Microsoft TownHall

www.microsofttownhall.com

Not just on the web… everywhere

Mobile

Social

Tablets

Web

Widgets for 3rd Party Sites

Intranet

PC / Mac

Microsoft TownHall isa cloud-hosted social experience

with a built-in reputation system

Microsoft TownHall software is available at no cost! download at: code.msdn.microsoft.com/TownHall

Only requirement is that it run on the Azure platformget pricing and a free trial: www.microsoft.com/windowsazure/offers/

Customize in-house or engage our partnersfind partners at: www.micrsoft.com/TownHall

What does it cost?

No servers to buyNo new IT staff to hire

No long term commitmentsEasy to scale – use only what you need, when you

need itRun on it’s own website or appear as part of your

existing site (i.e. – townhall.yoursitename.com)

Partners trained and ready to help

customized sites

www.microsofttownhall.com

integration into existing sites

turnkey SaaS offerings

How to get it – Microsoft Online Services

Business Productivity Online Suite (BPOS)• Engage experienced BPOS partner to plan migration and implementation

nPowerMicrosoft Partner Network

• Immediate needs/interest? Contact Microsoft Community Affairs to discuss

Dynamics CRM for Nonprofits • Get the Dynamics CRM and the Nonprofit Solution

Dynamics CRM Online for Nonprofits: crm.dynamics.com/ngoNeed On Premise? Need more than CRM? Check out TechSoup!

• Get Expertise from partners: Npower; Microsoft Partner Network

Microsoft TownHall• Get the code code.msdn.microsoft.com/TownHall • Get help from partners: Synteractive, MondoRobot, Inetium, Close Tools• Get free Azure time (while it lasts!) www.microsoft.com/windowsazure/offers/

“The system runs seven-by-twenty-four,never gets sick, never goes on vacation, and we

can’t replicate that.”

Gordon Peterson, IT Director – City of Carlsbad, CABusiness Productivity Online Suite Customer

38

“ T H E B E S T WAY T O P R E D I C T T H E F U T U R E I S T O C R E AT E I T.”- P e t e r D r u c k e r

Learn more:http://www.microsoft.com/cloudhttp://www.microsoft.com/online

APPENDIX – OFFERING/ROADMAP DETAILS

A Guide to Business Productivity Online Services

“Lite”1-25 users

Standard/Enterprise25-50,000 users

Dedicated25,000+ users

Individual professionals and small organizationsLimited features for simplicity and ease of useLimited administrationRich client, web, and mobile accessE-commerce or partner resale purchase only

Companies of any sizeFull featured for flexibilityFull IT administration and configurationRich client, web, and mobile accessMultiple license options

Optimized for large enterpriseFull featured for flexibilityFull IT administration and configurationRich client, web, and mobile accessIntegration with LOB apps

Individuals Small Organizations Midsize Companies Large Enterprises

Microsoft Confidential41

New FeaturesMobility & Voice

Wave 14 InvestmentsFederationServer Parity

Close the feature gap between server & serviceReliable & Scalable

Active DirectoryOn-Premises ServersTrusted Communities

Unified MessagingMobile SharePointVoice Offering

See details on next slide

Microsoft Confidential42

Server 2010 Upgrades

ADFS 2.0

Improved Scalability

Improved Mac Support

International Expansion

Improved Admin & User Experience

BPOS Wave 14 Feature Details

Microsoft Confidential43

Business Productivity Online SuiteHigh Level Roadmap

Feb 2009Deskless WorkerBlackberry Admin PortalLower Recovery Time/Point Objectives (RTO/RPO)SharePoint WAN Acceleration March 2010

OC Online Voice with Unified Messaging

H2 2010Standalone Unified MessagingNew Retention PoliciesAdditional controlsProjects OnlineFAST

March 2010Update withExchange, SharePoint Server 2010

201020092008 2011

September 2009SharePoint ExtranetAd-hoc ConferencingDesktop Sharing5GB mailbox250 Seats Live MeetingMultiple AD supportTwo Factor Authentication

BPOS-Dedicated6-8 months update

BPOS-Standard6-8 weeks update

H1 2011Update with Office CommunicationServer 2010

April 2009Deskless Worker19 New MarketsOC Online Blackberry Device Support

June 2009Increase mailbox attachment sizeOutlook 2003 w/o Free Busy

July 2009Hosted Exchange migration toolIncrease SharePoint upload size to 250MBLive Meeting Standard to 250 usersQuick TrialPartner order on behalf

August 2009SMTP RelayExchange JournalingNew language in MOAC

September 2009Support 30K seatsImprove Mac SupportBulk ActivationPOP Mail Client

Q4 2009Additional markets and languagesImproved domain managementDelegate Access/Send-As for Shared MailboxOutlook 2003 ConnectorExchange Online Usage ReportingSelf Service BES supportPartner name on Invoice (Nov 2009)Delegated Admin (Dec 2009)

H2 2010Update with Exchange,SharePoint, OC 2010 ServersOffice Web Apps

Q2 2010 SharePoint Online Limited BetaExchange Online Limited BetaOffice Web Apps Limited BetaOrder on Behalf Tracking

Minor Update

Major Update

H1 2011Update with OC conferencing and voice

* Capability is not carried forward in Online wave 14

Detail Comparison

Outlook 2003*, 2007, 2010

Outlook Anywhere

Autodiscover Outlook Web

Access Custom OWA URL Entourage 2004*,

2008*, WS edition POP• Windows Mobile• iPhone• Other ActiveSync

devices• BlackBerry

Enterprise Server (add-on)

• ActiveSync security policies

• Remote device wipe

• Delegates (“send on behalf of”)

• Shared mailboxes (“send as”)

• Address rewrite• Server-side

forwarding• Out of Office• WebReady

document viewing• Conference rooms• Resource booking

attendant• Conference room

delegation• Tasks

Personal contacts Shared contacts Personal

distribution groups

Shared distribution groups

Global address list

Offline address book

[not available] Forefront Online Protection for Exchange (AS/AV)

Forefront for Exchange (AV)

Route inbound mail on-prem for filtering

Safe senders Blocked senders

On-Premises OnlyOnline Today

• LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)

• Exchange Personal Archive

• E-Discovery or Multi-Mailbox Search

• Message Retention (Archive and Delete Policies)

• Message Retention (Legal Hold Policy)

• Compliance Auditing

• Multi-factor auth (RSA, Swivel, etc)

• Forced TLS• Advanced

auditing/logging

• Integration with OCS voice services on-premises

• Fax receiving• GUI for some

features

• Conversation view

• Ignore/move conversation

• MailTips• POP aggregation• Shared nickname

cache across Outlook and OWA

• Message tracking (user self-service)

• Free-busy interop with on-premises

• Free/busy sharing with other orgs

• Share full calendar detail with other orgs

• Publish calendar for anonymous access

Dynamic distribution groups

Restricted distribution groups

Moderated distribution groups

Share personal contacts

Contact info update (user self-service)

Hosted voicemail (integration with PBX)

Outlook Voice Access

“Play on phone” button

Missed call notifications

Caller ID Company auto-

attendant Self-service PIN

reset Message waiting

indicator Voicemail preview Call answering

rules Protected

voicemail

• Route outbound mail on-prem for filtering

• Multi-factor auth (smartcard, soft cert)

• S/MIME• Integration with

on-premises RMS (for search, pre-licensing)

• RMS-enabled transport rules

• Journal decryption of RMS messages

• Outlook Protection Rules

• Improved service and data continuity (RPO and RTO)

New in H2 2010 Update

Client Access

E-mail,Calendaring

Contacts,Directory

UM, Fax SecurityCompliance/

ArchivingAdministrati

on

Journal e-mail to external archive

Journal e-mail to EHA

• Mailbox PST export by administrator

• Provision users in multiple datacenters

Exchange Web Services (EWS)

EWS Managed API for .NET

SMTP relay

• Public folders• MAPI/CDO access• Custom code/dlls• Transport agents• Custom OWA

themes, colors, add-ins

Web-based management

Active Directory sync

Bulk user activation

Deleted item recovery

Deleted mailbox recovery

Remote PowerShell

Role Based Access Controls (RBAC)

Exchange Management Console (x-premises management)

Enhanced migration tools

No OST resync after migration

Offboarding tools Support for orgs

>50,000 users

Customize OWA login page

Customize ActiveSync security policies

Full OWA support in Firefox/Safari

IM and presence in OWA

OWA side-by-side calendar view

• Mobile free/busy lookup

• Mobile reply status

• Mobile SMS sync• Over-the-air

update for Outlook mobile• BES management and reporting

• GUI for some features

(Standard)

45

Applications/

Developer

* Capability is not carried forward in Online wave 14

2010 Detail Comparison

Outlook 2003*, 2007, 2010

Outlook Anywhere Autodiscover Outlook Web Access Custom OWA URL Entourage 2004*, 2008*,

WS edition POP• Windows Mobile• iPhone• Other ActiveSync

devices• BlackBerry Enterprise

Server (add-on)• ActiveSync security

policies• Remote device wipe

• Delegates (“send on behalf of”)

• Shared mailboxes (“send as”)

• Address rewrite• Server-side forwarding• Out of Office• WebReady document

viewing• Conference rooms• Resource booking

attendant• Conference room

delegation• Tasks

Personal contacts Shared contacts Personal distribution

groups Shared distribution

groups Global address list Offline address book

[not available] Forefront Online Protection for Exchange (AS/AV)

Forefront for Exchange (AV)

Route inbound mail on-prem for filtering

Safe senders Blocked senders

On-Premises OnlyOnline Today

• LinkAccess (internal Sharepoint and file shares accessible via OWA and mobile)

• Exchange Personal Archive

• E-Discovery or Multi-Mailbox Search

• Message Retention (Archive and Delete Policies)

• Message Retention (Legal Hold Policy)

• Compliance Auditing

• Multi-factor auth (RSA, Swivel, etc)

• Forced TLS• Advanced

auditing/logging

• Integration with OCS voice services on-premises

• Fax receiving• GUI for some features

• Conversation view• Ignore/move

conversation• MailTips• POP aggregation• Shared nickname cache

across Outlook and OWA• Message tracking (user

self-service)• Free-busy interop with

on-premises• Free/busy sharing with

other orgs• Share full calendar detail

with other orgs• Publish calendar for

anonymous access

Dynamic distribution groups

Restricted distribution groups

Moderated distribution groups

Share personal contacts Contact info update

(user self-service)

Hosted voicemail (integration with PBX)

Outlook Voice Access “Play on phone” button Missed call notifications Caller ID Company auto-

attendant Self-service PIN reset Message waiting

indicator Voicemail preview Call answering rules Protected voicemail

• Route outbound mail on-prem for filtering

• Multi-factor auth (smartcard, soft cert)

• S/MIME• Integration with on-

premises RMS (for search, pre-licensing)

• RMS-enabled transport rules

• Journal decryption of RMS messages

• Outlook Protection Rules• Improved service and

data continuity (RPO and RTO)

New in H2 2010 Update

Client Access E-mail,Calendaring

Contacts,Directory UM, Fax Security Compliance/

Archiving

Applications/Developer

Administration

Journal e-mail to external archive

Journal e-mail to EHA

• Mailbox PST export by administrator

• Provision users in multiple datacenters

Exchange Web Services (EWS)

EWS Managed API for .NET

SMTP relay

• Public folders• MAPI/CDO access• Custom code/dlls• Transport agents• Custom OWA themes,

colors, add-ins

Web-based management

Active Directory sync Bulk user activation Deleted item recovery Deleted mailbox

recovery

Remote PowerShell Role Based Access

Controls (RBAC) Exchange Management

Console (x-premises management)

Enhanced migration tools

No OST resync after migration

Offboarding tools Support for orgs >50,000

users

Customize OWA login page

Customize ActiveSync security policies

Full OWA support in Firefox/Safari

IM and presence in OWA OWA side-by-side

calendar view• Mobile free/busy lookup • Mobile reply status• Mobile SMS sync• Over-the-air update for

Outlook mobile

• BES management and reporting

• GUI for some features

(Standard)

•Multi-party IM & Presence•Address Book Search / DLX•File Transfer*•1:1 Audio and Video*•Office Integration – IM/Presence•Exchange Integration – Calendar•Sharepoint Integration – IM/Presence

Live Meeting Standard

• IP deskphone• Response groups• E-911 via OC• Branch office appliance• Call admission control• Analog devices• Common area phones• Call park• Private line

• Office Communicator (OC W13R2)

• OC 2007 R2• CoMo on WM6

Power Shell Cmdlets for user provisioning

Power Shell cmdlets for Server config management

Client Version Check DB export and import Backup/restore CDR for internal uses Synthetic Transactions

and GetHealth Web Service

• IM archiving in EHA• Meeting content

archiving ?

On-Premises OnlyOnline Today

•Integration with on-premise video conferencing systems•PSTN audio conferencing on OCS MCUs

• Support post 14 deployment

• Communicator Automations API only

• Server-side APIs

• BigFin UI for user provisioning

• BigFivn UI for policy management

• Detailed health and toplolgy based status

Firewall traversal for files and A/V

Live ID MSODS provisioning Presence with Pictures

•Conferencing through OC client•OC Audio, video & web conferencing•Escalation from IM•Desktop sharing•Applications sharing•PPT upload•Whiteboard•Annotations•Sharing from Office apps•Lobby•Easy join from outlook reminder•Recording and playback•Integration with ACP providers for PSTN audio conf *•Simple join URL

Basic calls : OC-OC, OC-PSTN, PSTN-OC

Call transfer Call hold Call forwarding Simultaneous ringing Mobile companion -

Integration with mobile carrier

Delegation Team calling Voice mail via Exchange

Online UM

• OC 14 Rich Client• Reach Client - Silverlight

(IM & conferencing)• Attendee OC client• Communicator Mobile

(WM7)

Multitenant aware PS cmdlets for fedration including user mgmt for split domain

Multi-tenant aware Power shell commandlets for conf/collab

Provisioning cmdlets for ACP provisioning

Provsioning cmdlets for MC provisioning

Better troubleshooting

• Split domain support (OCO/OCS on-prem)

• PIC w/ WLive• Federation with on-prem

OCS• Federation with other

OCO tenants• Anti-virus scanning for

meeting content and file transfers

• 3rd party compliance solutions

New in W14

IM/P Conferencing Voice Client Federation /Security Administration Archiving/

compliance

Applications/Developer

• IM & media encryption• IM filtering• Co-existence with

Exchange/SP on-premises

* Not available in OCS on-prem

3-4 Pilots (OC APIs)

Note: OC Online W14 delivered in 2 phases (H2 2010, H1 2011)

2010 Detail Comparison(Standard)

RSS Content Syndication Privacy & security Audience Targeting Site and document

aggregation Site Manager Mobile Device Support SharePoint sites and

Documents Roll up web parts

Integration with SharePoint designer (except site backup and restore)

People and groups lists Calendars Email Integration Task Coordination Surveys Document CollaborationIssue TrackingTemplates (SODA)

Document Information Panel

Document Action Bar Retention and Auditing

policies Navigation controls Content publishing Page Layouts

• Email content as records• Integration with

Microsoft information rights management (IRM)

Site variations Content staging and

deployment Configure Information

Management

• Search in a single site collection

• Business Data Search (via Indexing)

• FAST• Defining new custom

content sources• Crawling BDC Data• Relevance Features • Did you mean?• Query

Recommendation• Configure crawled file

type• Authoritative pages

Forms libraries Custom non-code

workflows• Centralized forms

management and control

• Design once development model

• Form import wizard• Integrated deployment

model for no-code forms• Compatibility Checker

Multiple Site Collections per customer

Manage Site Collection Features and quota

Off-boarding of customer data

On-Premises OnlyOnline Today

• Mail enabled lists

• Project Online• Access Services

• Performance Point Services

• Configure blocked file type

• Self service site creation• Custom Managed Paths• Roll up usage Analytics

• Custom Installed InfoPath form templates

Portal Site Templates Site Directory Colleagues and

membership web parts User Profiles import• Extranet Access• Anonymous Access• Large Scale Internet Sites Multi-lingual user

interface New UX Cross Browser Support

(Safari, IE, FF) Office CY2010 Client

integration

Standard Site templates Improved Wikis and

Blogs• Social Networking Web

part• Real time presence and

communication• Tagging• Rating• Note Board• Tag Cloud• Activity Feed• Standard Meeting Site

Templates• SharePoint WorkSpace• Improved My Sites

Improved Content authoring

Slide Libraries Document Management

Site Templates• Standard Enterprise and

Publishing Site templates• Policies, auditing and

compliance• Improved Records

Repository• Legal Holds• Metadata and taxonomy• Content Organizer• Metadata driven

Navigation Document IDs Document Sets

• Enterprise content sources

• Cross site-collection search

• Admin & Management• Indexing Controls• Business Date Search

(via Federated Query)• Phonetic Search• People search

Improved Forms Technology

Improved Workflows• Business Document

Workflow Support • Partial trusted workflow

actions• Browser based forms• Improved BDC

(Read/Write)• External Lists• Access Services• Improved SPD

• Integrated business intelligence dashboards

• Key performance indicators

• Filter web parts• Integrated flexible

spreadsheet publishing• Share manage and

control spreadsheets• Web-based business

intelligence using excel services

• Data connection libraries• Business data web parts• Business data actions• Report center• Visio Integration• Web Analytics

• Vanity domains for non-SSL sites only

• Tenant admin across site collections

• Better control of FQDNs• Managed path site

collections• Standard and Enterprise

USL

New in W14

Sites Communities Content Search Insights Composites Service Specific

Other

• Capacity increase: 10 GB for each subscribing • company and 250 MB per user.

2010 Detail Comparison(Standard)

Azure™ Services Platform

An internet-scale cloud services platform hosted in Microsoft data centers, which provides an operating system and a set of developer services that can be used individually or together.

Introducing Azure™

49

Development PlatformUniform way for programming Live Services from any platform, language,

application or device Exposes RESTful programming model for live resources Protocol based – open standards usage: HTTP, XML, ATOM, RSS Resource Model: unified model across Live Symmetric client/cloud programming model CRUD/Query, triggers and SPROC based interaction model Libraries: Rich client libraries (.NET, Silverlight, JavaSript etc.)

A set of building blocks for handling user data and application resources, and extensible components to build rich social applications and consumer experiences

50

Service BusExchange messages between loosely coupled, composite applications Connectivity to on-premises applications; secure, federated firewall-friendly

messaging; Federated namespace – shared, hierarchical, Internet-accessible URL Service registry – publish service endpoints, lightweight, hierarchical, RSS-

based discovery Relay and connectivity – unicast/multicast datagram distribution,

bidirectional sockets, request-response messaging, pull-mode message delivery, Web service intermediary, WS-*/SOAP, REST

Workflow ServiceModel and execute business logic and service interactions Reliable and scalable cloud runtime environment for user-defined declarative

workflows Extends Windows Workflow Foundation (.NET 3.5) to the cloud Activities optimized for sending, receiving, and manipulating HTTP and

Service Bus messages Deploy, manage and track running workflow instances using tools and APIs

Set of highly scalable, developer-oriented services that provide key building blocks required by many cloud-based and cloud-aware applications

51

SQL Data ServicesInternet-facing database built on SQL Server relational database Data storage – blobs, flexible, structured, birth to archival,

multiple consistency levels Data Processing – filters, aggregates, user-defined logic, online-

offline indexing Data Delivery – network proximity aware, locate closest static-

content copies, spanning trees for live-content, failure resiliency

Highly scalable and Internet-facing distributed database services in the cloud for storing structured and unstructured data, and processing relational queries

52

Offering Customer DC BPOS S BPOS D Azure System Center Online

Hosted doc collab Y Y Y NA NAHosted UM Y Office 2010 wave Office 2010 wave NA NAHosted audio/video/web conferencing

Y Y Y NA NA

Hosted presentation service Y Free Windows Live service

Free Windows Live service

NA NA

Hosted forms Y Office 2010 wave Y NA NAHosted BI Y Office 2010 wave Y NA NAHosted Office web apps Y Y* Y* NA NAHosted messaging Y Y Y NA NAHosted citizen services (various) Y Office 2010 wave Office 2010 wave Y NAHosted enterprise voice Y BPOS D + 12

mthsOffice 2010 wave NA NA

Hosted desktop management Y NA NA NA Y

* Requires Deskless Worker SKU

Enabling Innovative New Service PossibilitiesA Few Examples

NGO CRM SOLUTION OVERVIEW

Extensibility• Declarative customizations (no code, just point and click)• Accelerators for Microsoft Dynamics CRM (available free of charge)– Event Management Accelerator

– E-Service Accelerator

– Portal Integration Accelerator

– Extended Sales Forecasting

• Windows Azure for complex scenarios requiring .NET code

Integration with Outlook

Outlook Tip: You can go “offline”, simply by clicking the “Go Offline” button. You can continue to work without an internet connection, and your data will be synchronized when you get connected again!

There is seamless integration with Outlook 2007 – users only need to have one interface to learn and interact with!

Member & Constituent Management

Terminology Tip: - A Member may be an organization or a household - A Constituent is an individual

Track related – - Multiple Addresses - Activities - phone calls, emails, letters, service activities, appointments, etc. - Relationships – employee/employer, board member of, family - Pledges and donations - Cases - Orders, Invoices - Contracts….and more

Donation ManagementDonations may be related to a Constituent, Member, Pledge, Program and/or a Campaign.

Workflow suggestion: When a donation is recorded, you may choose to run a “workflow” that automatically sends the donor a “thank-you” email with data from the record, and notifies appropriate staff of the transaction based on the amount.

Pledge ManagementPledges are promises of donations and may be set up to receive multiple payments over time.

Workflow suggestion: When a pledge is recorded, you may choose to run a “workflow” that automatically creates a task assigned to a specific staff member to send a special thank you/reminder depending upon the pledged amount.

Membership ManagementMemberships can be linked with a Constituent, a Member (organization or household), or both. These records have a begin and an end date, and may have associated benefits, donations and other activities.

Benefit Tip: When a membership is recorded, you may choose to assign a default benefit such as “member promotion on web site” either by using an automated or on-demand workflow. These are often benefits that are not acknowledged but require resources to fulfill.

Benefits ManagementBenefits can include inventoried items such as cups or t-shirts, or they may be services or subscriptions that a member can access. You can track what benefits have been “fulfilled”, what the costs are.

Activities Tip: Be sure to record conversations or emails with the constituent, especially the positive comments that may be useful in communications with funders or future members. Copy your communications coordinator so they can link back to the specific situation.

Campaign ManagementCampaigns are a collection of planning and communication efforts and may represent a fund drive, an event or a simply a direct mail solicitation. Track responses to campaign efforts – RSVP’s to events, donations prompted by a solicitation email, etc. to know what is working and what is not…

Campaign Management Tip: Create a “campaign template” with pre-defined planning tasks and activities that you can use over and over again to save time.

Event ManagementThe Event Management capabilities within Dynamics CRM are extensive – track responses to invitations, attendees, sessions, sponsors, speakers, vendors, team members (staff, contracted help, and volunteers), donations associated with the event, and so much more.

Event Management Tip: Track all of your costs for an event including costs for printed materials, speakers, and other activities as they are planned to be able to determine your return on investment for each event.

Contract & Services ManagementService Management can take the form of Service Activities, Cases, Contracts or Orders for products and/or services. The flexibility of the service management components provide a way to capture your services, associated notes and documents, and the resources required to provide them - staff, facilities, equipment, and products.

Contract & Service Management Tip: All of the appointments, tasks, emails and other activities can be integrated with Outlook 2007 – so you only have one calendar to look at!

And more…• Role based security provides administrators to manage access in a granular or

high-level manner depending on your business model and data security requirements.

• Communicate with staff using “announcements” that are displayed in the user’s default work place.

• Users can manage their work “queues” – assigned and in progress• Easily create “views” and reports that provide users and managers the information

they need.• Capture inquiries on your web site, and integrate in other ways• Manage the schedules of staff based upon their work hours and availability• Track Facilities and Equipment, and their related service and maintenance• Create a library of Knowledge Base articles for your staff, volunteers, board and

other users• Create Word or email templates to merge your data into and save time

And more…

Internal apps

Constituent services

Data feeds/ mashups

OfficeVoice

Management

Everything

Business Productivity Online Suite Packaged LOBSolutions

Custom LOB Apps

Full MS Platform

COMING SOON

Foundational Services Microsoft

SharePoint Services

Microsoft Dynamics CRM

Services

Roadmap matters …

SOME NON-PROFIT SUCCESS STORIES

CASA Philadelphia(Court Appointed Special Advocates for Children)

Before• Using free webmail system;

Very poor (“awful”) external-facing and internal customer experience

• No integrated calendar or calendar sharing

• Very few collaboration tools in use, concerns around protection of sensitive personal/legal information

After• Microsoft Exchange + Outlook

(and Outlook Web Access!) provides an “enterprise-class” e-mail experience

• Exchange allows them to now share calendars, scheduling, conference facilities, etc.

• SharePoint allows sharing documents; ability to collaborate, store, access, and print directly in the tool

• Elevated professionalism of org internally and to external constituents.

Before• Were using a hosted Exchange

solution from another vendor prior to BPOS implementation. Very expensive and servers were down often

• No comprehensive collaboration solution; security concerns around providing unauthorized users access to file shares, etc.

• Hodge-podge of web conferencing and sharing tools

After• Exchange Online (part of

BPOS suite) brought costs down and improved reliabilty greatly (99.9% uptime)

• Now using SharePoint extensively to support remote users and other constituents who should not have access to internal file servers

• LiveMeeting Online: using for project status meetings with remote staff and consultants. “Love it!”

Before• Inconsistent internal e-mail

(employee preferences)• Local SharePoint deployment

for cross-agency resource / information sharing*

• Inconsistent remote access to (mission-) critical e-mail infrastructure

After• Exchange Online now

powering @nethope.org e-mail addresses

• SharePoint Online will ensure more robust cross-agency collaboration platform*

• Outlook Web Access reliable and available during critical time (post-Haiti earthquake)

Kinship House, Girls Inc., CCS-Rainbow Family Services (Portland, OR)

Before• Antiquated, abandoned data

systems including older FM Pro databases, Excel spreadsheets and mental lists

• Could not run reports reliably or accurately

• Fragmented data systems – staff needed easy access to their data

• Could not effectively manage relationships

• No ability to extend systems to capture new types of data, could not access data remotely, or at all in some cases because it was housed on an older workstation

After• Implemented Dynamics CRM

Online for Nonprofits. • Minimal customization and

implementation needed• What would have been a 6-8

month project with other systems took less than 1 month

• Integrated and centralized data, flexible and reliable reporting.

• Remote and networked access to data, flexible data structure, work flows automated to increase productivity and ensure effective management of relationships

Before• Using custom Access, Excel

and DB II applications to track membership

• Need to roll up reports to Arc National

• Organizational goal to gain 360 view of membership and donors

After• Dynamics CRM for Nonprofits

in CRM On Premise• Existing network

infrastructure ready to accept CRM Dynamics server

• Configured donor, member and event management per client requirements

• Solution deployed and in use in less than 1 month