Microsoft Office 365

Customer Decision Framework

Going to the Cloud with a Plan

Formal Decision Frameworks Facilitate Cloud Investment Optimization

The cloud promises to deliver a range of benefits, …which need to be examined carefully and mapped against a number of challenges, including security, lack of transparency, and integration needs. Source: Gartner; Five Cloud Computing Trends That Will Affect Cloud Strategy Through 2015; April 2, 2012

““

Going to the Cloud with a Plan: Office 365 Customer Decision Framework

Capability & Technical Fit Governance Transaction

Lifecycle Services & Support

Decision Points Stakeholders

Customer Questions Answered & Decisions Made

Governance CIO & key stakeholders

Who in my organization will own key decisions on cloud solutions, and Office 365 specifically? How can I ensure all stakeholder needs are met?

Capability & Technical Fit

IT

What is Office 365? How will these solutions work in my environment? How does it meet my security, privacy and compliance needs? Why, when and how should I transition to Office 365? How do I get ready?

Transaction Procurement & Finance

How are the contracts structured, and what is the best way to transact?

Lifecycle Services& Support

IT

What deployment consulting services do I need? How do I prepare for the migration? How do I migrate? Which support offerings underpin Office 365?

Customer Decision Framework

Go to the Cloud with a Plan: Office 365 Decision Framework Star

t

Go No Go?

Vision for Project?Need?

Business & Tech Alignment? Business Case?

Fit? Gaps?Mitigation?

Migration Deployment

Plan Feasible?

ENVISION ALIGNPREPARE/

MIGRATE/ DEPLOYEVALUATE CONFIRM FIT DUE DILIGENCE

FINALIZE& SIGN

1 2 3 4 5 6 7

Capability & Technical Fit [ 5 steps]

Governance [Ongoing]

Transaction / Procurement [ 4 steps]

Lifecycle Services & Support [7 steps]

O365 Briefing

Getting to the Cloud with a Plan

Governance

Customer Decision

Framework and Evaluation Plan

C-Level ReviewContract, SOW Negotiations

Capability & Technical Fit

Cloud Vision and

Future of Productivity

Short O365 Overview

(1: few, 1:many events)

O365 + Office + EA Offer

Cloud PrinciplesSecurityPrivacy,

ComplianceOverview

Tech Briefing & Solution Alignment Security & Demo

Sandbox POC

Lifecycle Services Validation

Transaction &Procurement

Proactive Proposal Licensing

Initial ProposalContract & SOW Signed

Lifecycle Services & Support

Assessments(optional)

Value AddSvc Definition

EvaluationPlan

Agreement on Deployment & Lifecycle Svc

SOW

Migration & Remediation

Proposal

Deployment Plan Start

Design

Prepare / Migrate/ Deploy

Outcomes:

Key Dates:

Vision and Value Add Definition

Evaluation Plan

SAW ReportMigration Scope

Feasibility ReportValidation

Signed ContractsMigration Preparation

ENVISION(0-10%)

ALIGN(10-20%)

PREPARE/MIGRATE/ DEPLOY

(80-100%)

EVALUATE(20-40%)

CONFIRM FIT(40-60%)

DUE DILIGENCE(60-80%)

FINALIZE& SIGN(80%)

Microsoft Office 365 – Cloud Principles

Services are highly configurable and scalable without customization.

Services are under the Microsoft Security Policy.

We provide transparency in data location and transfers.

We audit on your behalf and provide certification reports.

Microsoft’s liability is capped, consistent with industry standards.

Office 365 is an evergreen service. Customers need to stay current.

Our solution evolves rapidly with a documented roadmap.

We provide services offers to help you migrate to the cloud efficiently.

Customer Questions andDecision Points

Milestones

Microsoft R&RPartner R&R

CustomerR&R

Timeline(Date Range)Accountable Responsible Support

EVALUATE

• What steps will customer have to take to get the solution?

• How will we evaluate?• How will we deploy?

Evaluation Plan Meeting

CA: PAM CA: Partner CA: SSP Prod

CIOProject Team

Key stakeholders who have to

sign off

CONFIRM FIT

• Can we agree on all decision influencers needed?

• (incl Legal, Security, Procurement etc.)

C-Level Review

(ongoing; includes key milestones and conversations)

CA: PARTNER CA: Partner CA: SSP Prod

CXO-Level,Exec

sponsor(s),Project TeamsUser

Community Rep

FINALIZE & SIGN

• How do we keep track of all outstanding gives/gets?

Negotiations – Agreement Close Plan

CA: PAM CA: Partner CA: SSP Prod

Decision Framework in Detail – Governance

Customer Questions andDecision Points Milestones

Microsoft R&R

Partner R&R

Customer

R&R

Timeline(Date Range)Accountable Responsible Support

ALIGN• What is Office 365?• What do I need to be aware of when moving to the

cloud (cloud principles)

Office 365 L100 Briefing

Cloud Principles

CA: PAM CA: Partner

CONFIRM FIT

• Does Office 365 address my needs? What is the roadmap? How does it work (demo)? What is the security like?

• Is my IT environment ready for Office 365? • What does the deployment lifecycle, Cloud Vantage

and Microsoft recommended deployment partner’s offer look like?

Tech Briefing, Solution

Alignment Workshop (SAW)

Demo,Security

CA: PAM CA: Partner CA: SSP Prod

IT

CONFIRM FIT

• How will /O365 work? How will it work in my environment? How long will it take to deploy?

• What is Microsoft’s recommended deployment partner’s offering? Who will do my deployment (Partner, Self?)

• What is the expectation or plan for support coverage, once live? Do we need to do further Due Diligence for Migration?

Sandbox POC

Customer confirms deployment choice

CA: PAM CA: Partner CA: TSP IT

DUE DILIGENC

E

• What is the final technical feasibility report based on my unique environment?

• How will my solution be supported?• Is our solution approach valid?• How do we close on outstanding items?

Lifecycle Services Validation

CA: PAM CA: Partner CA: TSP

IT

Decision Framework in Detail – Capability & Technical Fit

Insert names & DATES

*For Deployment Discussions at Confirm Fit/40%: SE in Major and where assigned. Services Desk or partner equivalent for in all other accounts. SE: If appropriate, follow up on Premier Support needs. If technical requirements not met for /O365 opportunity, discuss Microsoft’s remediation options.

Customer Questions andDecision Points

Milestones

Microsoft R&R

Partner R&R

Customer

R&R

Timeline(Date Range)Accountable Responsible Support

ALIGN

• How can a partner help transform my IT org and allow it focus on value added tasks?

• What services can Microsoft ‘s partner offer in the customer lifecycle (i.e. Risk Assessment Workshops etc.)

• What is my network, client and Active Directory state relative to /Office 365 requirements?

• What should I know about how deployments typically work?• What value added services are needed?

Define Value Added Services

StrategyCA: PAM CA: Partner CA: SSP Prod IT

EVALUATE

• What are the milestones for evaluating the solution?• What does deployment look like? What proactive pre-Microsoft Premier Deployment services will better prepare the customer or address identified gaps?

• Which Microsoft funds or programs can help offset the cost for deployment?

Joint Evaluation

PlanCA: PAM CA: Partner CA: SSP Prod IT

CONFIRM FIT

• What will it take to migrate and provision the solution? What is the partner’s offering for deployment? Who will do my deployment (Partner, Self?)

• What is the expectation or plan for support coverage, once live?

• How do I manage the project? How do I prepare our infrastructure?

• How do I configure our collaboration systems?• Will this be standard or non-standard services work?

(complex AD, need for ADFS etc)• Which Microsoft funds or programs can help offset the cost

for deployment?• What is the expectation for availability and hours of support ?• How does this compare to what I have in place today?• What activities are needed to ensure successful adoption?• What is the plan for support coverage once live?

Agreement on Deployment and Lifecycle

Services

DUE DILIGENC

E

• Does the Deployment and Lifecycle Support Proposed SOW meet my needs?

• Which Microsoft funds or programs can help offset the cost for deployment?

Migration Proposal and Remediation Proposal (if

needed)

CA: PAM CA: Partner CA: TSP IT

Decision Framework in Detail – Lifecycle Services

Customer Questions andDecision Points Milestones

Microsoft R&R

Partner R&R

Customer

R&R

Timeline(Date Range)Accountable Responsible Support

EVALUATE•Does Office 365 present an attractive solution to my business challenges? Can it help me reduce cost, achieve better business outcomes?

Proactive ProposalMicrosoft Marketing & Account Teams

Procurement, Legal & Finance (optional)

DUE DILIGENCE

•How do we get a deal that is advantageous to our shareholders?•How do I buy the solution?•What is the business value of the updated EA? Why should I sign now vs. waiting?•What Offers can I take advantage of?•Which Microsoft funds or programs can help offset the cost for deployment?•Who are the stakeholders to get the transaction completed?

Initial Proposal;

Business Analysis and Planning, Procurement

CA: PAM CA: LAR CA: LSS

Procurement

Project team, User

Groups

FINALIZE & SIGN

•What are the mechanics of the agreement?•How does it fit with other agreements I have today with Microsoft?•How can the subscription be activated?

Final Proposal CA: PAMCA: PartnerLAR

CA: LSS + SSP O365 CA

Decision Framework in Detail – Transaction

Joint Evaluation Plan

Envisioning and Business Alignment: Joint Evaluation Plan

Action StatusTargetDate

CustomerPartner or

Microsoft OwnerDeliver Office 365 Briefing, Demo   Name  

Develop High Level Value Proposition and Business Case

  Name  

Technical Deep Dive Name  

Discuss Deployment and Services/Partner Engagement

Name  

Review Cloud Principles Name  

Test-Drive Trial w/ Cloud IDs starts Name  

Deliver Deployment Statements of Work Name  

Deliver Solution Validation

Perform SOW & Procurement Agreement Review Name  

Trial Concludes Name

Deployment Preparation begins Name

End User Migration Begins Name

Deployment Complete Name

Office 365 Resources

• What is Office 365?• Plans and Pricing

www.office365.com

• Customer Evidencehttp://www.microsoft.com/en-us/office365/customer-stories.aspx

• Office 365 Daily Live Demo and Chat• On-Demand demo Webcast

http://www.microsoft.com/en-us/office365/events.aspx

• Office 365 Privacy, Security and Compliance

Trust Center:http://www.microsoft.com/en-us/office365/security.aspx

• Office 365 Support | Community support• Office 365 FAQ• IT Pro Resources

http://www.microsoft.com/en-us/office365/support.aspx

• Find an Office 365 ExpertOffice365 Marketplace

© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentations. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.