6. SMB Business Needs Source: Edge Research 28% Share and update information on customer accounts, contacts, and sales “ Lightweight” Customer Relationship Management (CRM) 26% Coordinate updating and distribution of company documents, lists, policies, and procedures Centralized Document Management 22% Access to department-specific information, regardless of location Departmental Portals 35% Assign responsibility, track progress, and resolve problems Problem Resolution 39% Coordinate schedules, tasks, and documents internally and externally Project Management % of SMBs with High Need Description Business Function
7. Opportunity by SMB Vertical Source: Edge Research Willing to pay $10+ / user / month and urgent need to purchase within the next 12 months. 11% Business Services 8% Consumer Services 16% Construction 7% Healthcare 16% Finance, Real Estate, and Insurance (FIRE) 20% Professional Services % of Best Candidates Industry or Vertical
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10. Hosting Offerings Based on Windows SharePoint Services Shared Web Hosting Windows SharePoint Services Application Hosting Customized Offering (using templates) Windows SharePoint Services Basic Hosting Base Offering Windows SharePoint Services Dedicated Hosting Customized Offering (using templates) $ $$ $$$ $$$$
SPEAKER NOTES: There are some hidden slides within the deck (flagged in speaker notes) that you can use for background information or unhide if you have extra time and want to expand some of the topics.
Hello, my name is______________. Today we are going to talk about how the hosting community can leverage Windows SharePoint Services to provide customized collaboration applications to small and medium-sized businesses (SMB). We will look at customer needs, applications built on Windows SharePoint Services, and what’s coming up in Windows SharePoint Services v3.
Companies are changing the way they do business. Small and medium-sized businesses (SMBs) want to focus on improving business processes . They do not necessarily have the resources to grow business-oriented solutions in-house due to lack of IT budget and resources. SMBs need to address the challenges in how the work environment has changed, such as increase in mobile workers and needing to collaborate with internal and external parties . Workers need to be able to coordinate tasks, calendars, and projects . They need the tools to work with that map to their business processes. This provides a great opportunity for service providers to offer SMBs solutions based on Microsoft Windows SharePoint Services to increase business productivity, while removing the burden of IT support from the SMB. Information sharing, task coordination, and workflow routing are essential to keep businesses running. Windows SharePoint Services give organizations the ability to streamline such work activities and keep teams on the same page, both within and across companies. Built on Microsoft Windows Server ™ 2003, Windows SharePoint Services provides best-of-breed collaboration tools and foundation platform for scalable Web-based applications. With a familiar Web-browser interface and close integration with everyday tools such as the Microsoft Office system, Windows SharePoint Services is easy to use, simple to manage, and rapid to deploy. <<SPEAKER NOTE: THE SLIDE THAT FOLLOWS (Challenge: Changing Work Environments) IS HIDDEN. TALKING POINTS ARE COVERED ON THIS SLIDE AND HIGHLIGHTED ABOVE IN BOLD BUT IF YOU WANT TO SEPARATE OUT THE CHALLENGES, UNHIDE THE SLIDE AND TALK TO EACH OF THE POINTS>>
<<SPEAKER NOTE: THIS SLIDE IS HIDDEN – UNHIDE IF YOU WANT TO SPEAK DIRECTLY TO CHALLENGES OF CHANGES IN HOW PEOPLE WORK OR USE IT FOR BACKGROUND INFORMATION TO SPEAK TO THE PREVIOUS SLIDE>> The way we work has changed. And the way value is created has changed. And people are at the center of value creation in businesses. <<SPEAKER NOTE: BUILD SLIDE –each click adds one of the four items on right side>> Primary entry point: New World of Work (NWOW) themes One world of work – working cross-boundaries, cross-company, closer supplier-customer connections, direct sales, global Human capital and information as key asset in your business: Leveraging your people assets, managing information overload, remaining agile in a world of data is critical for working in NWOW Always on, always connected – 24/7 work, blurring of work and personal life, always on – need to work more efficiently – make more efficient decisions, search, find what you need quickly Scenarios People are always recreating the wheel There's too much information, mostly unreliable Employees are no longer under one roof Time wasted waiting on approvals and finding accurate information
Let’s look at the SMB business needs in a little more detail. Based on Edge Research study, the key areas of business solutions for SMBs are: Centralized project and document management Customer service and support Sales support and sales team enablement Customer and partner extranets With the key customer focus of: Mobile workers Complex information-sharing and digital productivity requirements Customers with limited IT expertise One of the ways you can quickly get started in the SMB marketplace is by offering your customers applications and solutions that address the common areas that SMBs have defined as needs for business solutions. Some of the specific ways that these Collaboration Solutions can be used are: Project management: Store and share the project documents, assign tasks, and track progress and accountability among employees. Share key data with customers and external partners when necessary. Centralize official company lists and procedures: Eliminate use of duplicate, out-of-date copies on people's hard drives. Problem resolution: Log incidents, assign staff, and track resolution for issues such as product returns, complaints, help desk requests, etc. Departmental Private Web sites (portals): For example, provide a central point where sales staff away from the office can review the latest announcements and access current customer contact history and address lists. Manage the schedule for shared resources: Such as conference rooms and equipment. <<SPEAKER NOTE: THE SLIDE THAT FOLLOWS (Opportunity by SMB Vertical) IS HIDDEN. UNHIDE THE SLIDE AND TALK TO SMB CUSTOMERS OPPORTUNITIES BASED ON INDUSTRY>>
<<SPEAKER NOTE: THIS SLIDE IS HIDDEN. You can use this as talking points or even show the slide if running ahead of schedule.>> You should also consider target customer industries that have business models that match directly with a hosted application value-proposition, including mobile workers, complex information sharing and digital productivity requirements and limited IT expertise. Edge Research study shows that those key focus industries are: Professional services Finance, real estate and insurance (agent-based businesses) Construction Business services
Help your customers gain business process efficiency with Windows SharePoint Services Windows SharePoint Services enables you to deploy a collaboration solution that is easy for customers to adopt and use through integration with everyday and familiar tools such as the Microsoft Office System. Users can publish, store, share, and keep track of information workflow and documents. This valuable platform can help your customers do more. Based on Windows Server, Windows SharePoint Services technology can offer customers a manageable infrastructure and an extensible platform for collaboration applications. Windows SharePoint Services provides the following values: Benefits for the service provider Manageable infrastructure Manage control and security of organization’s information resources Foundation platform for Web applications Offer customers increased business process efficiency through Web applications and workflow scenarios Benefit for the hosted customer Efficient collaboration solutions Enable teams to stay connected and productive by providing access to the people, documents, and information they need Easy to get started – easy to use Service providers can deploy easy-to-use collaboration applications Customers can use familiar tools such as Web browsers and the Office System applications
Microsoft has developed a series of pre-built templates that serve as starting points for service providers, IT teams, or value-added resellers (VARs) to create fully functional Windows SharePoint Services – based applications. Application templates are out-of-box custom scenarios for the Windows SharePoint Services platform. You can use them to tailor your customer’s experience – addressing specific business processes or sets of tasks. We’ve been getting feedback from partners that the templates help them start conversations and deployment with customers, while still giving room for their own solutions to be extended on top of templates. Great path to establish Windows SharePoint Services as a platform for collaborative applications, beyond just an engine for workspaces. To see examples of those templates go to http://sharepoint.bilsimser.com/pages/templates.aspx. <<SPEAKER NOTES>> Each bullet is hyperlinked to the application template on the Web site listed. Select one or two to demo. <<LIVE DEMO WILL REQUIRE INTERNET ACCESS DURING SEMINAR>> If Internet access is not available, talk to the Custom Helpdesk example based on Windows SharePoint Services v2 shown in screen show. Point out that this is only a partial list of the available application templates. <<SPEAKER NOTE: THE FOLLOWING SLIDE (Hosting Offerings Based on Windows SharePoint Services) IS HIDDEN. Unhide if you want to use it as background for value of service offering>>
<<SPEAKER NOTE: THIS SLIDE IS HIDDEN. Unhide if you want to use it as background for value of different service offerings>> What does that mean to service providers? The ability to offer your customers this compelling business application provides another opportunity for you to increase your average revenue per user (ARPU). <<SPEAKER NOTE: Build Slide. Four clicks, each click adds one of the offerings>> You can deploy Windows SharePoint Services under a variety of dedicated and shared hosting scenarios. You can offer: Basic Web hosting Basic Windows SharePoint Services hosting Customized Windows SharePoint Services hosting using application templates Dedicated Windows SharePoint Services hosting <<Speaker Note: Based on a general search: Shared Web Hosting = $5.99-29.99 Per Month Windows SharePoint Services Basic Hosting (Base Offering) = $24.99-49.99 Per Month>>
Templates and third-party applications offer a great opportunity for service provides to increase their customer base. Let’s look at how one service provider leveraged the need for a turnkey solution for SMBs built on top of Microsoft Windows SharePoint Services v2: Turnkey solution Fanatical focus on ease of use – SMBLive augments much of the Windows SharePoint Services user interface while retaining the power of the platform (e.g. Microsoft Office integration) Customizable wizards for all key functions, solutions, and applications OneView technology presents highly fragmented information in a single dashboard Global search and context-sensitive help Microsoft Outlook ® integration and synchronization Suite of advanced applications enable automation of many key business solution areas within SMBs Initial advanced solutions and applications for Account Management, Marketing, Sales, Support, HR, Finance/Legal, and Extranets Tailored for flexible rollout – designed for “plug and play” fit with Microsoft channels Who Is SMBLive Apptix, a premiere provider of on-demand, managed messaging and collaboration solutions for small and medium-sized businesses (SMBs), today launched SMBLive, a new Windows SharePoint Services – based offering for collaboration, project management, sales support, customer service, and related mission-critical business applications. SMBLive, developed by a key technology partner of Apptix, will initially be available in North America from Bell Canada. Bell Canada is also introducing new self-signup capabilities for this application, as well as their hosted Microsoft Exchange offering. &quot;We have found that small and medium-sized businesses in some industries have the most clearly-defined needs for collaboration capabilities within and outside their organizations,&quot; said Apptix CEO Amir Hudda. &quot;SMBLive offers an integrated suite of out-of-the-box solution templates that significantly enhance the value of Windows SharePoint Services. Our strong existing partnership with Bell Canada made them the logical first choice to introduce the service.&quot; &quot;Most small and medium-sized businesses require a more intuitive, template-based approach to project management (and other fundamental business collaboration processes) than the capabilities found in traditional collaboration software products that are currently available to larger, more IT-savvy enterprises,&quot; said Peter O'Kelly, Senior Analyst, Burton Group. &quot;In addition, business partners serving this software-as-a-service segment can significantly benefit from self-signup capabilities which help to automate customer acquisition and administration.&quot;
The SMBLive offering, based on Microsoft Windows SharePoint Services, allows customers to create Web sites for information sharing and document collaboration, increasing individual and team productivity. The service offers includes the following modular solutions: <<SPEAKER: There are two pieces to this animation. First shows customer support offering. Initial click displays screen shot, following clicks display bullet list on right (one line per click) and highlight areas on screen shot. The second part shows sales support offering. Initial click displays screen shot, following clicks display bullet list at bottom (one bullet line per click) and highlight areas on screen shot. >> Customer Support -- Customers can centrally manage customer accounts, contacts, issues, support requests, and projects. Sales Support -- Synchronizes, automates, and streamlines marketing and sales teams in the functions of campaign management, lead management, opportunity management, forecasting, and sales reporting. Other modules include: Project Management -- An integrated platform for coordinating secure document management, and for integrating tasks, events, and calendars across multiple, distributed teams and mobile employees, and administering access and authority controls to protect sensitive data. Extranets -- An automated solution for rapidly designing, deploying, and then effortlessly managing the customer and partner extranets required for cross-organization communications and collaboration.
Another compelling reason for services providers is that Windows SharePoint Services v3 improved authentication support, and is easier to manage and easier to deploy. More applications templates are available to help service providers get customers started quickly. Richer development platform will offer customers a customized user experience. Windows SharePoint Services v3 features include: Platform Improvements Provide service providers and their customers with better tools to customize their business experience. Support for: Support for Forms authentication Service providers can use LDAP or any ASP.NET custom auth provider Removes Microsoft Active Directory ® dependency Instead of requiring Active Directory authentication, Windows SharePoint Services also allows you to support one site with Forms authentication and another with Active Directory authentication. Native integration of ASP.NET 2 - Web Parts, master pages, pluggable authentication 40 application templates will be available at RTM Faster time-to-market for hosted offerings Richer, customer-compelling offering to SMBs Improved Manageability Easier to change site definition Improved administration page for server administrators List enhancements – scale, content types, versioning Improved backup
estore including wastebasket and Microsoft Visual SourceSafe (VSS) support Extranet deployment Full and side-by-side upgrade More details on support for application development: As a foundation for .NET development solutions, SharePoint site definitions and templates have become easier to create, deploy, and maintain. Feature definitions allow new capabilities to be added to existing sites or made a part of the definitions of new sites. The Web interface for each SharePoint site is now based on ASP.NET 2.0, and includes support for providers, master pages, Web Parts, and many more features. Written with ASP.NET 2.0, Windows SharePoint Services v3 offers improved authentication through support for the ASP.NET 2.0 authentication provider model, and greatly improved scalability of lists and better customizability through Master Pages in ASP.NET 2.0. In addition to the new Web Part control set provided by ASP.NET 2.0, Windows SharePoint Services can also make use of master pages and pluggable user/role providers. Event handlers can now trap synchronous events, and on lists, libraries, and sites. The user interface for lists and libraries is largely based on ASP.NET pages. Site definitions can now be made up of sets of encapsulated feature definitions, allowing capabilities and initial content to be shared across site definitions and added to existing sites after the fact. Windows SharePoint Services v3 hosts Windows Workflow Foundation (WWF) . As a workflow engine, it does not provide an out-of-the-box workflow user experience. Still, when integrated with Windows SharePoint Services concepts, WWF enables the customized creation of workflow solutions and use of structured workflows on document and list items. It’s possible to create workflow tasks and history in a Windows SharePoint Services lists and store workflow instance data (running workflows)
While Windows SharePoint Services v3 is more service provider friendly, Microsoft has added many new features in Windows SharePoint Services V3 that will help your customer’s user experience: Core collaboration and document life cycle Document-level security and permissions – all the way down to the item level Recycle bin – improving backup
estore scenario Easier navigation – path navigation to help users with where they are/where they want to go Tracking and project management tasks in charts Detailed major/minor versions Check out required for edits Document library improvements Anywhere access Outlook integration – mail to and from sites, folder views, calendar Keeping informed – search, alerts, RSS, task notifications Mobility – some type of lists can sync to mobile devices Community and communication Wikis and blogs Improved surveys, e-mail, and discussions People and groups Distribution lists generated at site creation
Let’s look an example of one of the new features in Windows SharePoint Services v3: blogs. Blogs can provide your customers with an easy and flexible tool for communicating and collaborating. <<SPEAKER NOTE: THE FOLLOWING SLIDE IS HIDDEN. Unhide if you want to go into more depth about the templates that will be available with Windows SharePoint Services v3>>
<<SPEAKER NOTE: THIS SLIDE IS HIDDEN. Unhide if you want to talk to the various templates that are included with Windows SharePoint Services v3>> Windows SharePoint Services v3 includes new and ported templates, including the use of new features and capabilities to get service providers started quickly. Out-of-box custom scenarios tailored to address specific business processes or sets of tasks Over 300K downloads in 3 months (Thrilling 30) New top downloads: Help Desk, Recruiting, Asset Tracking, Timesheet, and Scheduling Top three downloads: Held Desk, Project Team Site, Absence Request Templates already being used to: Foster customers’ target deployments of Windows SharePoint Services Facilitate end-user adoption and use of Windows SharePoint Services capabilities Demonstrate business process capabilities of the Windows SharePoint Services platform Provide partners a starting point for deeper vertical and implementation solutions <<SPEAKER NOTE: Highlight a couple of the new templates that were not available in previous version. Examples are shown in the following two slides>>
There are 40 new templates coming with the newest version of Windows SharePoint Services. Here are a couple of examples so you understand the power of new functionality in application templates in Windows SharePoint Services v3. Notices the ability to track tasks . Windows SharePoint Services v3 will also incorporate the customization of master pages with different look and feel.
Another example. Windows SharePoint Services v3 enables use of dashboards , improving your customer’s end-user experience.
Start offering your customers customized applications to increase business efficiencies. Windows SharePoint Services v2 is available now. Windows SharePoint Services v3 will be available mid-year 2006.
Make note of these Web sites to get further information about what you have learned in this session.
Windows SharePoint Services (formerly Microsoft SharePoint Team Services, or STS), in addition to its application features for collaboration, exposes the platform services and common framework for document management, search, workflow, administration, and deployment. Microsoft Office SharePoint Server (formerly Microsoft Office SharePoint Portal Server) uses and expands those services to offer out-of-the-box and enterprise-wide functionality for records management, search, workflows, portals, and personalized sites. Also, Microsoft Office SharePoint Designer (formerly Microsoft FrontPage ® ) provides tools for rich customization or creation of sites, reporting tools, and application templates – without requiring code. Allows you to customize site to the end user for a better look and fit into their business process.