Convergence 2007 PAC Meeting November 15, 2006. Agenda for Today Welcome and Introductions Review...

Convergence 2007 PAC MeetingConvergence 2007 PAC Meeting

November 15, 2006

Agenda for TodayWelcome and Introductions

Review Convergence 2006

Preview Convergence 2007

Review Convergence Content StrategyPartner BriefingKeynote DiscussionGeneral SessionsConcurrent SessionsChalk & TalksExpoUX LoungeCommunity LoungeMicrosoft Dynamics Learning Center (HOL’s & Technical Support Desk)

Structured Networking

Pinnacle Awards

Demand Generation

Wrap up and Next Steps

Introductions

Name

Company Name

How many Convergence Events have you attended?

What is your favorite element of Convergence?

Convergence Partner Advisory Council11 Partners

Jack Ades – AKA

Andy Vabulas – IBIS

Randy Forkner - Collins Computing

Jeanette Jackowski – Tectura

Ryan Toenies - Inetium

Mike Gillis - Iteration2

Heidi Hopper - Columbus IT

Orgad Gratch – TGO Consulting

John Kleb - ICS Advantage

Jerry Kottelenberg - Avanade

Brian Keel - Broadpoint

Convergence Partner Advisory CouncilCommitments

Attend the three PAC meetings and be willing to share your ideas

November 15 - Redmond

Late Early/Mid Feb – TBD, Redmond

Post show – Late May/Early June – Redmond or Fargo

Gather feedback from your customers and other partners before attending the PAC meetings

Dedicate time to review/edit overall content and session materials

Topics of meetingsContent – for example, # of sessions per product, etc.

Overall Agenda

Demand Generation – what is needed to drive customer attendance

Partner Briefing agenda and content

Prospect Event agenda and content

Speakers

BenefitsHotel will be paid for all PAC meetings – 2 nights

Hotel for the Convergence event will be paid – 6 nights

Convergence conference fee will be waived

One free customer registration fee for Convergence

You are a virtual member of the core planning team that will drive the Convergence event

You will have the ability to shape and develop the event

What do we want to accomplish?Direction for Pre-Convergence Partner Day

Get a better understanding for what customers and partners want to gain by attending ConvergenceDirection for Convergence Content StrategyFeedback on demand generation plans – How can we drive more of our customer installed base to Convergence?How can we take Convergence to the next level?

Alicia Thornber

View this slide in show mode and click once to see it fade into full color.

Attendance Year to Year Growth26% Growth From 2005

164

549

1216

1946

2927

3355

41754329

5892

7404

0

1000

2000

3000

4000

5000

6000

7000

8000

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Registration/Attendance Stats

Checked-In Number: 7,084 (4% drop-off, average drop off is 5%)

Reg Group Attendee Type # Totals Goal % to

Goal 2005

Actual YoY

Growth Customer Attendee Customer 1437 Alumni Customer 1375 2812 2800 100% 2102 34% Customer Prospect Prospect 224 224 150 137% 357 Partner Attendee Partner 527 Alumni Partner 970 PAC Member 37 Sponsor/Exhibitor 852 2386 2125 113% 2027 18% Partner Prospect Prospect 14 14 0 NA NA Speaker External Speaker 142 142 0 NA NA PR/AR PR/AR 151 151 90 167% 88 72% Companions Companions 148 148 50 296% 67 121%

Day Pass Partner Briefing Only Mon., March 27

91 52 143

0 NA NA

Misc Misc 0 0 25 0% 18 SUBTOTAL 6020 5240 115% 4659 29% Microsoft Staff Team Members 712 Internal Speaker 238 MBS Event Staff 30 Tech Support 26 1006 950 105% 941 6% Crew 378 378 310 110% 302 25% SUBTOTAL 1384 1260 109% 1243 11% TOTAL 7404 6500 114% 5892 26%

1.75

1.61 1.57

1.69

1.85

2.05

2.26

1.99

2.532.59

2.372.4

1.89 1.9

0

0.5

1

1.5

2

2.5

3

2000 2001 2002 2003 2004 2005 2006 2000 2001 2002 2003 2004 2005 2006

Average # of Attendees per Organization - YoY

CUSTOMER PARTNER

Total Organizations Represented YoY

594

901

1124

1049

1184

1523

186

335

459

521

786768

542

155

0

200

400

600

800

1000

1200

1400

1600

2000 2001 2002 2003 2004 2005 2006 2000 2001 2002 2003 2004 2005 2006

CUSTOMER PARTNER

224 254291

359

1904 1896

168196 213

305

0

200

400

600

800

1000

1200

1400

1600

1800

2000

Micr

osof

t Dyn

amics

AX

Micr

osof

t Dyn

amics

CRM

Micr

osof

t Dyn

amics

GP

Micr

osof

t Dyn

amics

NAV

Micr

osof

t Dyn

amics

SL

By Product Goal to Actual

Countries Represented

USA, 5035, 86%

EMEA, 309, 5%

APAC, 45, 1%

Canada, 397, 7%

LATAM, 86, 1%

US Regional Attendance

34%

42%

33%32%

33%

24%

33%

41%

34% 34%33%

25%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

Central East West Central East West

2005 2006

CUSTOMER PARTNER

Primary Role(Customers Only)

BDM57%TDM

27%

IW11%

Other5%

Attendance by SegmentCustomers Only

Small15%

Mid-Market57%

GSM7%

CAS10%

Unknown11%

Convergence Tenure

First Year, 41%

Second Year, 19%

Third or Fourth Year, 22%

Fifth or More, 14%

Overall Event Evaluation Results

Would you participate in Convergence again?

Yes, 98%

No, 2%

Overall Evaluation Score

3.97

4.13

4.19

4.15

3.85

3.9

3.95

4

4.05

4.1

4.15

4.2

Convergence 2003 Convergence 2004 Convergence 2005 Convergence 2006

Overall Eval Scores 4 and over 4.47

4.39

4.35

4.3

4.21

4.164.14 4.13 4.13 4.12

4.09

4.07 4.06 4.05 4.044.02

4

3.7

3.8

3.9

4

4.1

4.2

4.3

4.4

4.5

Onsite

Reg

istra

tion

Shuttle

Ser

vice

Pre-E

vent

Reg

istra

tion

Comm

Net

Techn

ical S

uppo

rt Des

k

Comm

unity

Lou

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Confe

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aniza

tion

Info

rmat

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esks

Housin

g Sup

port

Spons

or G

athe

rings

Welc

ome

Recep

tion

Expo

Hotel

User E

xper

ience

Lou

nge

Event

Web

site

Conte

nt

Leng

th o

f Con

fere

nce

Confe

renc

e M

ater

ials

Overall Eval Scores Under 4 3.87

3.86

3.67 3.673.65

3.51

3.3

3.4

3.5

3.6

3.7

3.8

3.9

Agend

a

Conve

ntion

Spa

ce

Cost o

f Con

fere

nce

Confe

renc

e Sto

re

Food

& Bev

erag

e

Geogr

aphic

Loc

ation

Most Valuable Aspect

2006Networking

Expo

Hands On Labs

Sessions (Concurrent, General, Keynote)

Technical Support Desk

Roadmap/Product Direction

2005Networking

Concurrent Sesions

Expo

Technical Support Desk

Hands on Labs

Learning…

New product features

Least Valuable Aspect

2006Nothing - 27

Keynotes - 23

Hands On Labs - 21

Expo - 16

RIO - 14

2005Nothing RIO

Hands on Labs

General Sessions

Keynotes

Add to the Agenda

2006Nothing specific

2005Repeats

More Hands on Labs

More Expo Time

More Technical Sessions

Information apply immediately…

2006Business Portal

CRM

FRX

SQL

Upgrading

2005Business Portal

Analytics/FRx

Great Plains 8.0

CRM

Sharepoint

SQL

Overall comments…

2006Excellent Conference

Great Conference

Thank you!

2005Excellent Conference

Great Conference

More Expo

Bill Gates!

Companion rate needs to be fixed

Matt G!

Preview Convergence 2007

Attendance Goals 2005

Actual 2006 Actual

% Increase from 2005

2007 Goal

% Increase from 2006

Customers 2102 2812 34% 3745 33% Partners – Including Sponsors & Exhibitors

2027 2386 18% 2500 5%

Customer Prospects 357 224 NA 300 NA Miscellaneous 18 0 NA 0 NA Companion 67 148 121% 150 0% Press/Analyst 88 151 167% 100 % is down

due to inaccurate reg.

Day Pass 0 143 NA 100 NA External Speakers 0 142 NA 150 NA Partner Prospect 0 14 NA 15 NA

SUBTOTAL 4659 6020 29% 7060 17% Team Members 941 1006 6% 1060 5% Crew 302 378 25% 380 No

Change SUBTOTAL 1243 1384 11% 1440 4%

Total 5892 7404 26% 8500 15%

Convergence Goals & Key Metrics

2005 Actual 2006 Actual 2006 Goal

Total Attendance(Cust., Part., TM, etc.)

5892 7404 8500

Customer Attendance by Product

AX= 142Nav = 111SL = 187

GP = 1590CRM = 222

AX= 254NAV= 196SL= 305

GP= 1896CRM = 359

AX = 300NAV= 250SL= 350

GP = 2400CRM = 450

Overall Event Rating (5 pt. scale) 4.19 4.15 4.20

Sponsor & Exhibitor 152Platinum = 1Gold = 7

Silver = 3Bronze = 36

Exhibitor = 105

175Platinum = 2Gold = 4


Exhibitor = 116

170Platinum = 1Gold = 5


Exhibitor = 120

Comparison from 2006 to 2007 Convergence 2007 Convergence 2006

Concurrent Session Length

60 minutes 90 minutes

Chalk Talks 65 0

Hands On Labs All self-paced Some were self-paced and some were instructor led

Technical Support Desk Will be incorporated into the HOLs area

Expo Will be open during Partner Briefing (Saturday, March 10)

I ndustry Sessions Incorporated into product line tracks

Services Sessions Incorporated into product line tracks

Keynote Day 3 keynote will be an external speaker

* Evening of Friday, March 9 – Partner Welcome Reception 7:00 – 10:00pm

Saturday,

March 10Partner Briefing

Sunday,

March 11

Monday,

March 12

Tuesday,

March 13

Wednesday,

March 14

Morning 7:00 – 8:30am

Registration & Structured Networking

7:00 – 8:30am

Breakfast

8:30 – 10:30am

Opening Session

11:00am – 12:15pm

Super Sessions

7am

Registration Opens

7am – 6pm

Microsoft Dynamics Learning Center

10am – 6pm

User Experience Lounge

7:30 – 8:30am

Breakfast

8:30 – 10:00 am

Opening/Keynote:

Doug Burgum/Satya Nadella

10:30am – 12:00pm

General Sessions

10:30am– 8:30pm


10:30am – 6:00pm


7:30 – 8:30am

Breakfast

8:30 – 10:00am

Keynote:

External Speaker

10:30am – 7pm


10:30 am – 7pm


10:30 – 11:30am

Concurrent Sessions / C&T

7 – 8am

Breakfast

8 – 9:00am


8:00am – 2:30pm


8:00am – 2:30pm


9:30 – 10:30am


Afternoon 12:15 – 1:30pm

Lunch & Structured Networking

1:30 – 2:30pm

Concurrent Sessions

3:00 – 4:00pm

Concurrent Sessions

4:30 – 6:30pm

30 minutes – opening

60 minutes – Partner Panel

30 minutes – closing

11:30am– 1:00pm

Lunch

11:30 – 6pm

Expo

1:00 – 2:00pm


2:30 – 3:30pm


4:00 – 5:00pm


12:00 – 1:30pm

Lunch

1:30 – 3:00pm

General Sessions

3:00 – 7pm

Expo

3:30 – 4:30pm


11:30am – 1:00pm

Lunch

1:00 – 7pm

Expo

1:00 – 2:00pm


2:30 – 3:30pm


4:00 – 5:00pm


11:00am – 12:00pm


12:00- 1:30pm

Lunch

12:00 – 2:00pm

Pinnacle Awards Luncheon

1:30 – 2:30pm


3 – 4:30pm

Keynote : Steve Ballmer

Evening 7:00 - 9:00pm

Expo (MS Pavilion 7-9pm)

6 – 10pm

Welcome Reception

5:30 – 7:00pm

Expo Reception

\7 – 8:30pm

Sponsor & Press Reception

5:30 – 6:30pm


5:30 – 7:00pm

Expo Reception

Convergence 2007 Event Agenda*- 11/13/06

Pricing

Type Before Jan 10th Jan.11-Feb.9 Regular

Full Conference Pass $1,095 $1,295 $1,395

Full Conference Pass - Group Rate* $995 $1,195 $1,295

Guest Pass $300 $300 $300

All prices are in US dollars. (USD)

Event Creative

Content Strategy

Speaker 2006 2005 YoY ImprovementJeff Raikes 4.17 .Bill Gates 4.55 4.24 +7%Doug Burgum 4.62 3.77 +23%AVERAGE 4.45 4.01 +11%

Keynotes

Top 10 General Sessions Based Upon Overall Satisfaction

Rank Title Score #

1. Empower your Business with Microsoft Dynamics SL 6.5

4.54 61

2. Microsoft Dynamics GP: Bringing Together Your People and Technology to Build Business Success

4.51 244

3. Microsoft Dynamics NAV 4.51 49

4. What's New in Microsoft SQL Server 2005? 4.46 141

5. The New World of Work 4.20 95

6. "We All Win with Microsoft Dynamics CRM 3.0!" 4.19 57

7. "We All Win with Microsoft Dynamics CRM 3.0!" 4.15 104

8. Microsoft Dynamics AX 3.79 87

9. FRx Software General Session - Efficiency, Integration, and Analysis

3.77 97

10. Your Solution + Your Enhancement Plan = Best Upgrade Value

3.75 12

Concurrent Sessions Overall Eval Results - Average by Track

NameEvals Submitted Q1 Q2 Q3 Q4 Q5 Q6 QAvg

Industry Product Session 493 3.45 3.47 3.4 3.52 3.65 3.97 3.56

Microsoft Dynamics AX (Axapta) 328 3.96 4.09 4.15 4.01 3.86 4.33 4.06

Microsoft Dynamics CRM 235 4.11 4.07 4.12 4 4.15 4.4 4.14

Microsoft Dynamics GP (Great Plains) 1144 3.95 4.02 4.07 3.95 3.95 4.3 4.04

Microsoft Dynamics NAV (Navision) 181 3.87 3.9 3.95 3.86 3.91 4.16 3.94

Microsoft Dynamics SL (Solomon) 228 4.03 4.07 4.11 4.04 4.05 4.51 4.13

Microsoft FRx 207 4.19 4.27 4.28 4.19 4.32 4.53 4.28

Microsoft Office 311 4.17 4.21 4.22 4.18 4.16 4.52 4.23

Microsoft Services 58 3.98 4.02 4.03 3.91 4.19 4.4 4.09

Microsoft SQL Server 232 4.19 4.26 4.25 4.21 4.38 4.6 4.31

Retail Vertical 6 3.67 3 3.33 3.2 4 4.4 3.67

Overall satisfaction with session

Value of information provided

Applicability of information to your work/role

Effectiveness of materials/visuals

Presenter's presentation skills

Presenter's knowledge of subject

Average for all questions combined

Q1

Q2

Q3

Q4

Q5

Q6

QAvg

Top 10 Concurrent Sessions based on Overall Satisfaction

Rank Title Score #

1. Microsoft Office 2007 System Unplugged 4.91 11

2. Microsoft Excel Tips and Tricks 4.82 28

3. Microsoft Dynamics NAV - Meet the Experts 4.73 11

4. How Does Microsoft Dynamics AX Support the Sarbanes-Oxley Compliance Process?

4.63 16

5. Microsoft Dynamics GP 9.0: How to Gain Productivity by Using Mass Deployment, Automatic Updates, and More

4.63 43

6. BIO Bootcamp: Introduction to the new Business Intelligence Optimization product for Microsoft Dynamics SL

4.63 27

7. Microsoft Dynamics GP 9.0: How to Gain Productivity by Using Mass Deployment, Automatic Updates, and More

4.61 28

8. Microsoft SQL Server Query Tuning 4.53 32

9. Microsoft FRx - Report Design Tips and Tricks II 4.52 29

10. Updating to Microsoft Dynamics GP 9.0 4.52 25

Concurrent Sessions Overall Average by Track2006 vs. 2005

TRACK Convergence 2006

Average Score

Convergence 2005

Average Score

YOY Change

Microsoft Office System

4.17 4.3 -.13

Microsoft Services 3.98 4.21 -.23

Microsoft FRx 4.19 4.08 +.11

Microsoft NAV 3.87 4.03 -.16

Microsoft GP 3.95 3.99 -.04

Microsoft CRM 4.11 3.94 +.17

Microsoft AX 3.96 3.92 +.04

Microsoft SL 4.03 3.88 +.15

Top 10 HOLs based on Overall SatisfactionRank Title Score #

1. Microsoft Dynamics CRM 3.0 Small Business Edition: Installation, Customization and Configuration

4.30 10

2. Microsoft Dynamics CRM 3.0: Customization & Configuration of the Customer Service Module

4.27 15

3. Creating Reports with Microsoft Dynamics AX SQL Reporting Services 4.27 15

4. Gain Productivity from your Microsoft Dynamics GP System 4.16 38

5. Explore New Ways to Get the Most from Your Financial System 4.12 26

6. FRx Software - Financial Reporting, Budgeting and Planning 4.09 47

7. Microsoft Dynamics CRM 3.0: Unlocking the Power of Extensibility 4.08 13

8. Microsoft Dynamics CRM 3.0: Building and Implementing Efficient CRM Business Processes

4.08 13

9. Discover the Differences with Microsoft SQL 2005 and Microsoft Dynamics GP

3.96 25

10. Microsoft Dynamics CRM 3.0: Sales & Marketing Module Configuration 3.95

2006 to 2005 Comparison Average ScoresAverage scores Convergence

2006Convergence

2005YOY

General Sessions

4.19 3.93 +.26Concurrent Sessions

4.01 4.3 -.29HOLs 3.84 3.59 +.25Industry Insight Sessions

3.45 3.78 -.33

*(Scale of 1-5)

2006 to 2005 Comparison of Sessions

Number of Sessions

Convergence 2006

Convergence 2005

General Sessions

10 13Concurrent Sessions

164 133HOLs 50+ 36Industry Day Sessions

28 18

2007 Content Plan for Sessions

Number of Sessions

Convergence 2007

Convergence 2006

Convergence 2005

General Sessions

9 10 13Concurrent Sessions

247 164 133HOLs ? 50+ 36Industry Day Sessions

Included in concurrent sessions

28 18

Chalk & Talks

65

Product Line2007

AllocationsFinal 2006

Concurrents

Microsoft Dynamics GP 31 (6)

Microsoft Dynamics AX 24 (0)

Microsoft Dynamics CRM 15 (2)

Microsoft Dynamics NAV 13 (6)

Microsoft Dynamics SL 14 (1)

Microsoft SQL 4 (4)

Microsoft Office/IW 11 (2)

Server 1 (2)

Services & Support 7 (1)

Retail 1

Microsoft FRx 7 (4)

Industry 28 (1)

Mobility 1 (3)

Total Unique Sessions 158

Repeats 33

Total 247 191

Convergence 2007 General Sessions2 time slots; Monday, March 12th –

immediately following the keynote10:30-12:00 a.m.

Microsoft Dynamics GP

Microsoft Dynamics AX

Microsoft Dynamics NAV

Microsoft Dynamics SL

Microsoft Dynamics CRM

1:30-3:00 p.m.Microsoft SQL

Microsoft Office

Microsoft Dynamics CRMFRx considering not having a General Session

Microsoft Services incorporated into other General Sessions

Convergence 2007 General SessionsWhat do your customers want from a

General Session?

Do they enjoy the production elements\themes?

Does it make a difference to customers who is presenting? Product line GMs? Development?

Convergence 2007 Concurrent Sessions

13 time slots with 19 concurrent rooms

(2006; 8 time slots with 16 concurrent rooms)

Each concurrent session timeslot allows for us to have 19 concurrent sessions plus 5 Chalk & Talks

24 options for attendees\product specific narrows the options for a customer attendee

Content DiscussionMore descriptive abstracts for sessions; set attendee expectations

Objectives of this sessionWhat you will learn

Leveling of sessions?BasicIntermediateAdvanced

Chalk & TalksVia the web asking attendees for their input on Chalk & Talk topicsSmaller rooms, get their early, plan for repeats

Content DiscussionWhat types of sessions do your customers gain the most value from?

Tips & TricksMeet the ExpertsCustomer PanelsIndustryOverview of features

Industry SessionsIndustry experts

Repeat sessionsDedicated time slots on the last day of the eventEmails to attendees

Content DiscussionOther comments??

Structured Networking

Pinnacle Awards

ComparisonConvergence 2006 Convergence EMEA

Excellence in Teamwork Excellence in Teamwork

Excellence in Education Excellence in Education

Fast Track Fast Track

Excellence In Innovation Excellence In Innovation

Excellence in International Implementation

Excellence in International Implementation

Excellence in Customer Service Role Based Sales & Marketing

Evangelism Role Based CEO

Excellence in Microsoft Technologies Role Based Finance & Administration

Overall Excellence Role Based IT

Industry Award – Manufacturing

Industry Award - Financial

Industry Award – Public Sector

Industry Award - Retail

Overall ExcellenceNEW – Environmental Excellence Award

Demand Generation

Convergence 2007 PAC Meeting November 15, 2006. Agenda for Today Welcome and Introductions Review...

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