Portal - Making the Portal - Making the Connected Learning Connected Learning Vision Real With a Vision Real With a Learning Portal SolutionLearning Portal Solution

Roberto H. Bamberger, PhDRoberto H. Bamberger, PhDSolutions Architect, Learning Solutions Architect, Learning TechnologiesTechnologiesEducation Solutions GroupEducation Solutions Group

Learning Portal and Learning Management:Learning Portal and Learning Management: Primary Secondary Education MarketplacePrimary Secondary Education Marketplace

EduventuresEduventures

$150 M in U.S. K-12 spend $150 M in U.S. K-12 spend (2004)(2004)

Microsoft SurveyMicrosoft Survey

500 current customers (CS or 500 current customers (CS or SPS)SPS)

~1,500 districts will purchase ~1,500 districts will purchase 20042004

~3,200 more in 2005~3,200 more in 2005

CompetitorsCompetitors

NCS Pearson (GSM & SMB)NCS Pearson (GSM & SMB)

PLATO Netschools (GSM & SMB)PLATO Netschools (GSM & SMB)

Blackboard (GSM & States)*Blackboard (GSM & States)*

Sun (State govt’s)Sun (State govt’s)

IBM (State govt’s)IBM (State govt’s)

Assessment SolutionsAssessment Solutions $30,000,000* $30,000,000* (includes high stakes (includes high stakes

online testing)online testing)

Implementation/Implementation/Customization Customization ServicesServices

$20,000,000$20,000,000

HardwareHardware $20,000,000$20,000,000

Accountability SoftwareAccountability Software $20,000,000$20,000,000

Professional DevelopmentProfessional Development $20,000,000* $20,000,000* (only PD related to these (only PD related to these

solutions)solutions)

Learning Management,Learning Management,Database, and Server Database, and Server

SoftwareSoftware

$25,000,000$25,000,000

HostingHosting $10,000,000$10,000,000

Non-Assessment ContentNon-Assessment Content $5,000,000$5,000,000

Eduventures – FY04 ForecastEduventures – FY04 Forecast

Total FY04 Market Opportunity: Total FY04 Market Opportunity: $65M ($43K per customer)$65M ($43K per customer)Microsoft Server Software Opportunity:Microsoft Server Software Opportunity: $15M ($10K per customer) $15M ($10K per customer)

PortalsPortalsDefinition: Definition: Unified place that Unified place that connects people to contextually connects people to contextually relevant information, services and relevant information, services and applicationsapplications

Portal frameworkPortal frameworkCollection of services and applicationsCollection of services and applications

Both distinct needs and shared servicesBoth distinct needs and shared servicesSupports personalizationSupports personalization

ScenariosScenariosAdministrative: Administrative: dashboards, tied to dashboards, tied to key performance indicators, intranetskey performance indicators, intranetsAcademic: Academic: Role based for students, Role based for students, teachers, and parents.teachers, and parents.Communication: Communication: General General communications (lunch menus, football communications (lunch menus, football scores, etc.)scores, etc.)

Top Primary Secondary Education Challenges

Legend

= Meets the need of the challenge

= Partially meets the need of the challenge

= Does not meet the needs of this challenge

Most Pressing Education Related ChallengesMost Pressing Education Related Challenges RelevancyRelevancy

1. Budgets are tight and continue to be cut1. Budgets are tight and continue to be cut

2. NCLB requires schools to demonstrate student progress2. NCLB requires schools to demonstrate student progress

3. With data in many different system, it is unclear if reports on child learning 3. With data in many different system, it is unclear if reports on child learning are accurateare accurate

4. Difficulty demonstrating ROI for technology investments4. Difficulty demonstrating ROI for technology investments

5. Improving student performance5. Improving student performance

6. Meeting the future requirement (2005) to submit evidence to state DOE 6. Meeting the future requirement (2005) to submit evidence to state DOE and US ED on curriculum alignment to state standards and US ED on curriculum alignment to state standards

7. Providing professional development for teachers on integrating technology 7. Providing professional development for teachers on integrating technology with curriculum with curriculum

8. High teacher turnover and a lack of qualified new teachers 8. High teacher turnover and a lack of qualified new teachers

9. Addressing digital divide9. Addressing digital divide

10. Enabling a higher level of parental involvement in students’ education10. Enabling a higher level of parental involvement in students’ education

RoleRole Anxiety Anxiety QuestionQuestion

Capability QuestionCapability Question FeatureFeature

SuperintendeSuperintendentnt

““What if you lost What if you lost funding due to funding due to failing students failing students and reduction in and reduction in student student headcount?”headcount?”

““What if you could What if you could diagnostically assess diagnostically assess students and employ best students and employ best practices to remediate those practices to remediate those students prior to the High students prior to the High Stakes test -- without Stakes test -- without creating additional workload creating additional workload for the teachers?”for the teachers?”

Microsoft’s Microsoft’s Learning Portal Learning Portal provides the ability provides the ability to deliver to deliver benchmark benchmark assessments.assessments.

CTOCTO ““What if your What if your district spent district spent millions of dollars millions of dollars on infrastructure, on infrastructure, but the but the investment is not investment is not yet yielding yet yielding tangible tangible results?”results?”

““What if you could be a What if you could be a center of excellence for your center of excellence for your district or state by easily and district or state by easily and seamlessly getting access to seamlessly getting access to information stored in your information stored in your systems?”systems?”

Microsoft’s Microsoft’s Learning Portal is a Learning Portal is a superb way to superb way to showcase your showcase your school’s technology school’s technology investment to investment to administrators, administrators, teachers, and teachers, and parents.parents.

CTOCTO ““Is it difficult to Is it difficult to produce a unified produce a unified technology plan technology plan to improve to improve administrative administrative and academic and academic computing for computing for your district?”your district?”

““What if you could deploy a What if you could deploy a personalized role-based user personalized role-based user experience for your experience for your stakeholders with a clear stakeholders with a clear path for adding path for adding functionality / products that functionality / products that will grow with your district?”will grow with your district?”

Microsoft’s Microsoft’s Learning Portal Learning Portal allows customers to allows customers to create a create a customized, customized, personalized, long-personalized, long-term plan to term plan to improve academic improve academic computing.computing.

Customer Conversation

Enabling education transformationEnabling education transformation

Adapted From: Maslow, A. (1943). A theory of human motivation. Psychological Review, 50, 370-396

Connected Learning

Advanced Needs

Integrated student Integrated student services services

On-demand learning On-demand learning opportunitiesopportunities

Supports mobile Supports mobile lifestylelifestyle

Data-drivenData-driven PersonalizedPersonalized

Competitive Competitive DifferentiationDifferentiation

Support traditional educational approaches

Basic Needs

Classroom based Classroom based instructioninstruction

Lecture based Lecture based pedagogypedagogy

Correspondence Correspondence coursescourses

Most Most Institutions Institutions

Today Today

Enable pedagogical best practices

Intermediate Needs

Blended/hybrid/web Blended/hybrid/web enhanced coursesenhanced courses

Active Active experimentationexperimentation

Group and team Group and team learninglearning

Affordable realityAffordable reality Distance learningDistance learning

Innovative Innovative educators and educators and departmentsdepartments

What if you could…What if you could…

Realize the vision of becoming a Realize the vision of becoming a connected learning community connected learning community Provide teachers, students, administrators, Provide teachers, students, administrators, and parents with relevant, personalized and parents with relevant, personalized information to better the classroom information to better the classroom experienceexperienceImprove learning outcomes and critical Improve learning outcomes and critical thinking by regularly assessing students thinking by regularly assessing students Save teacher time with easy to use Save teacher time with easy to use productivity tools productivity tools Showcase your technology investments Showcase your technology investments Enhance communication and collaboration, Enhance communication and collaboration, including teamwork among students, including teamwork among students, parent-teacher interaction, and student-parent-teacher interaction, and student-teacher relationshipsteacher relationships

Applications of Applications of TechnologyTechnologyEmpowering educators and learnersEmpowering educators and learners

Facilitating Facilitating LearningLearning

Managing LearningManaging Learning Assessing LearningAssessing Learning

Valu

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Valu

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ExpressExpress InteractInteract ExploreExplore and and

discoverdiscover

OrganizeOrganize AutomateAutomateOrchestrateOrchestrate

MeasureMeasureEvaluateEvaluate DocumentDocument

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Digital Content

Microsoft Class Server + Partners

•Exchange 2003•Live Comm. Server

Learning Management Systems

•SharePoint Portal Server 2003•Windows SharePoint Services•Windows Media 9 Series

•Office 2003 System•OneNote•Producer 2003•IMS/SCORM tools•Streaming Media

Learning Content Management Systems

Accountability and Assessment

Solutions

Portfolio Solutions

Applications of Applications of TechnologyTechnologyEmpowering educators and learnersEmpowering educators and learners

Facilitating Facilitating LearningLearning

Managing LearningManaging Learning Assessing LearningAssessing Learning

Valu

es

Valu

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ExpressExpress InteractInteract ExploreExplore and and

discoverdiscover

OrganizeOrganize AutomateAutomateOrchestrateOrchestrate

MeasureMeasureEvaluateEvaluate DocumentDocument

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Digital Content

Microsoft Class Server + Partners

•Exchange 2003•Live Comm. Server

Learning Management Systems

•SharePoint Portal Server 2003•Windows SharePoint Services•Windows Media 9 Series

•Office 2003 System•OneNote•Producer 2003•IMS/SCORM tools•Streaming Media

Learning Content Management Systems

Accountability and Assessment

Solutions

Portfolio Solutions

Applications of Applications of TechnologyTechnologyEmpowering educators and learnersEmpowering educators and learners

Facilitating Facilitating LearningLearning

Managing LearningManaging Learning Assessing LearningAssessing Learning

Valu

es

Valu

es

ExpressExpress InteractInteract ExploreExplore and and

discoverdiscover

OrganizeOrganize AutomateAutomateOrchestrateOrchestrate

MeasureMeasureEvaluateEvaluate DocumentDocument

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Digital Content

Microsoft Class Server + Partners

•Exchange 2003•Live Comm. Server

Learning Management Systems

•SharePoint Portal Server 2003•Windows SharePoint Services•Windows Media 9 Series

•Office 2003 System•OneNote•Producer 2003•IMS/SCORM tools•Streaming Media

Learning Content Management Systems

Accountability and Assessment

Solutions

Portfolio Solutions

A Features and Benefits A Features and Benefits view…view…

Enterprise Systems

• Learning Management Systems (LMS)

•HED: ISV•K-12: Class Server

• Learning Content Management Systems

Management

Flexible AccessAggregation, Personalized, Mobile, Single Sign-on

Content Creation

• Express Ideas• Group &

Teamwork• Data Collection &

Analysis• Digital/ Streaming

Media

Portfolios

• Teaching• Learning• Institutional

• Communication & Collaboration

• Document Management

• e-mail• Calendar

• Rights Management

• Search

• Administrative Systems

• EAI

• Authentication • File Storage • Database • Web Server

Learning Assessment

Assessment Technologies

• Quizzing/Testing• Item Banks• Essay Grading• Classroom

Response• Surveying

Functional Components

MicrosoftMicrosoft

Preferred Services Preferred Services ProvidersProviders11

ISVISV

CategoriesSolution Partners

Win Server 2003 (WSS)Win Server 2003 (WSS)Sharepoint Portal Server Sharepoint Portal Server

Class ServerClass ServerSQL ServerSQL Server

IW Tools (Exchange,Office)IW Tools (Exchange,Office)

Install/Deploy/ ConfigureInstall/Deploy/ ConfigureIntegration with SISIntegration with SIS

Integration with DW/AAAIntegration with DW/AAACustomizationCustomization

HardwareHardware

Student Management Student Management

K-12 Portal Solution Ingredients

Professional Professional DevelopmentDevelopment

Teacher TrainingTeacher TrainingCurriculum ServicesCurriculum Services

PD Alliance Partners PD Alliance Partners (also some ISVs)(also some ISVs)

Content ServicesContent Services

Assessment Assessment

AccountabilityAccountability

MicrosoftMicrosoft

Solution OfferingsSolution OfferingsAdvancedAdvancedEntryEntryBasicBasic

Class Class ServerServer•Curriculum Mgm’tCurriculum Mgm’t•Portal PagesPortal Pages•Learning Mgm’tLearning Mgm’t

SharePointSharePoint•Windows Windows SharePoint SharePoint Services (WSS)Services (WSS)•Administrative Administrative

WSS + CSWSS + CS•Class ServerClass Server•WSS Curric. WSS Curric. LibraryLibrary•Teacher Comm.Teacher Comm.

SharePointSharePoint•Portal ServerPortal Server•School IntranetSchool Intranet

ISVISV•Win/SQL/ASP today Win/SQL/ASP today SharePoint future SharePoint future

Learning Learning PortalPortal•SharePoint SharePoint PortalPortal•Class ServerClass Server•ExchangeExchange•Live Comm. Live Comm. Serv.Serv.•SI requiredSI required•EAI and AAA EAI and AAA componentscomponents

1-3 months1-3 monthsVAR, SIVAR, SI

3-9 months3-9 monthsSI, ISVSI, ISV

9-18 months9-18 monthsSISI

ExchangeExchange•EmailEmail•CalendaringCalendaring

Learning ResourcesLearning Resources

My CalendarMy Calendar

My CalendarMy Calendar

Student AssignmentsStudent Assignments

My KidsMy Kids

K-12 Learning Portal SolutionK-12 Learning Portal SolutionSolution Solution Area:Area:

Instructional TechnologyInstructional Technology

Mode:Mode: ExecutionExecution

Solutions Solutions NameName

Enterprise Portal, Learning ManagementEnterprise Portal, Learning Management

PartnersPartners Your name here?Your name here?

Average MS Average MS Influenced Influenced RevenueRevenue

Basic: Basic: Entry: Entry: AdvancAdvanced:ed:

Ms = $16K, ISV = $6K, HW = 8K, SVC = 6KMs = $16K, ISV = $6K, HW = 8K, SVC = 6KMS = $42K, ISV = $18K, HW = $16K, SVC = $10KMS = $42K, ISV = $18K, HW = $16K, SVC = $10KMS = $248K, ISV = $1,200K, HW = $80K, SVC = MS = $248K, ISV = $1,200K, HW = $80K, SVC = $40K$40K

Avg. Sales Avg. Sales CycleCycle

Basic 1-3 months, Entry 3-6 months, Advanced 6-18 Basic 1-3 months, Entry 3-6 months, Advanced 6-18 monthsmonths

Microsoft Microsoft TechnologiesTechnologies

Windows 2000/2003 Server, Microsoft Class Server, Windows 2000/2003 Server, Microsoft Class Server, Windows SharePoint Services, SharePoint Portal ServerWindows SharePoint Services, SharePoint Portal Server

SolutionSolution Enterpise portal providing role-based access to critical Enterpise portal providing role-based access to critical information for students, teachers, parents, and information for students, teachers, parents, and administrators. Includes simple to use productivity tools for administrators. Includes simple to use productivity tools for students and teachers and enables the delivery of students and teachers and enables the delivery of diagnostic assessments.diagnostic assessments.

ResultsResults Improved teacher productivityImproved teacher productivityParents have easier access to accurate school informationParents have easier access to accurate school informationReduced help desk and support costsReduced help desk and support costs

Customer Customer ImplementatiImplementationsons

Lake Washington School District, Bellevue School District, Lake Washington School District, Bellevue School District, Tracy Unified School District, Oklahoma VISION projectTracy Unified School District, Oklahoma VISION project

Sample Learning PortalCosts to Customer

4K students4K students 15K students15K students 100K students100K students

Microsoft ComponentMicrosoft Component

Windows Server 2003Windows Server 2003SQL Server 2000SQL Server 2000Class ServerClass ServerStudent Core CALsStudent Core CALs

$1,000$1,000$3,000$3,000$4,000$4,000$8,000$8,000

$2,000$2,000$6,000$6,000$4,000$4,000$30,000$30,000

$10.000$10.000$18,000$18,000$20,000$20,000$200,000$200,000

Hardware ComponentHardware Component

Servers, processors (Minimum 1.8 Servers, processors (Minimum 1.8 GHz, 1024 GB RAM, 70GB HD)GHz, 1024 GB RAM, 70GB HD)

$8,000 (1 $8,000 (1 server, 1 proc)server, 1 proc)

$16,000 (2 $16,000 (2 servers, 1 single, servers, 1 single, 1 dual)1 dual)

$80,000 (10 $80,000 (10 servers, 7 single, 3 servers, 7 single, 3 dual)dual)

Integration and Deployment Integration and Deployment ServicesServices

Install, configureInstall, configureConnect to internetConnect to internetData loading/integrationData loading/integration

$1,000$1,000

$2,000$2,000

$3,000$3,000

$4,000$4,000

$10,000$10,000

$20,000$20,000

Professional DevelopmentProfessional Development

Onsite trainingOnsite training $3,000 (one $3,000 (one day)day)

$3,000 (one day)$3,000 (one day) $10,000 (two $10,000 (two days)days)

Assessment/contentAssessment/content

Assessment contentAssessment contentContent OfferingsContent Offerings

$6,000$6,000 $18,000$18,000 $600,000$600,000

Accountability SystemAccountability System

Partner solutions, etc.Partner solutions, etc. NANA NANA $600,000$600,000

TOTALTOTAL $36,000$36,000 $67,000$67,000 $1,568,000$1,568,000

Getting to “yes”Getting to “yes”

40%40% 60%60%

Cost overrunsCost overruns ScheduleSchedule

PoliticsPolitics

I have a I have a dream!dream!

How can How can we get we get there?there?

I have a roadmap!I have a roadmap!I have a budget!I have a budget!

I have a plan!I have a plan!

Calls to actionCalls to action

Key TechnologiesKey TechnologiesSharePointSharePointMicrosoft Class ServerMicrosoft Class ServerExchangeExchangeWindows MediaWindows Media

Build on-rampsBuild on-rampsSharePoint, Exchange, and/or Class Server in SharePoint, Exchange, and/or Class Server in each accounteach accountPilots, especially working with Group ConsortiumsPilots, especially working with Group Consortiums

Get in front of RFP’sGet in front of RFP’sEngage PD Alliance partners to ensure Engage PD Alliance partners to ensure successful Pilotssuccessful Pilots

© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.in this summary.

Thank YouThank You