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How Partners In Health Is Using the Microsoft Cloud to
Improve Global Health
facebook.com/perficient twitter.com/Perficient_MSFTlinkedin.com/company/perficient
2
Perficient is a leading information
technology consulting firm serving clients
throughout North America.
We help clients implement business-driven
technology solutions that integrate business
processes, improve worker productivity, increase
customer loyalty and create a more agile enterprise
to better respond to new business opportunities.
ABOUT PERFICIENT
3
PERFICIENT PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2014 projected revenue ~$454 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati,
Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis,
Lafayette, Milwaukee, Minneapolis, New York City, Northern California,
Oxford (UK), Southern California, St. Louis, Toronto
Global delivery centers in China and India
>2,600 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards
4
INDUSTRIES
Healthcare
Financial Services
Life Sciences
Consumer Markets
Automotive & Transportation
High Tech
Telecom
Energy & Utilities
Manufacturing
Media & Entertainment
PORTAL
Portal Frameworks
Search
Security
Web Analytics
Web Content Management
Social & Collaboration
Mobility
Experience Design
INTEGRATION
Integration Frameworks
Cloud Architecture
Reference Architecture
Application Integration
Enterprise Application
Integration
Service Oriented Architecture
Process & Content Integration
Business Process Management
Complex Event Processing
Rules Engines
DATA & CONTENT
Business Analytics
Business Intelligence
Predictive Analytics
Reporting
Structured Data Management
Data Integration, Quality &
Governance
Enterprise Data Warehouse
Master Data Management
Product & Information
Management
Unstructured Data Management
Big Data
Content Intelligence
Content Management
Enterprise Search
CUSTOMER EXPERIENCE
Customer 360
Multi Channel Enablement
Relationship Management
Social Engagement
Commerce
Marketing Strategy Implementation
Order Management
Supply Chain Management
Service & Support
Managed Hosting
Sales & Service Support
Customer Service, Sales Force
Automation
Experience Design
Strategic Roadmaps & Envision
Workshops
User Research & Metrics Analysis
Creative & Interaction Design
Custom & Responsive UI
Development
Digital Marketing
Search Engine Marketing
Online Advertising
Content Strategy
Conversion Optimization
Management Consulting
BUSINESS OPERATIONS
Corporate Performance
Management
Budgeting, Forecasting &
Planning
Business Analysis & Predictive
Analytics
Enterprise Business Solutions
Oracle EBS
Vertex Tax Solutions
Human Resource Solutions
Employee Portals
Human Resource Management
Talent Management
Enterprise Social Platforms
Social Strategy
Lync Unified Communications
Office 365
Management Consulting
OUR SOLUTIONS PORTFOLIO
5
PERFICIENT & MICROSOFT
6
PRESENTERS
Kent Larson,
Perficient
Director, Microsoft Practice
Dave Mayo,
Partners In Health
Chief Information Officer
David Chapman,
Perficient
Director, Change Management
7
Transition Slide?
Partners In Health:
Implementing Office 365 with Perficient
Dave Mayo, CIO, PIH
8
Partners In Health – Our Mission
• Our mission is to provide a preferential option for the poor in health care.
By establishing long-term relationships with sister organizations based in
settings of poverty, Partners In Health strives to achieve two overarching
goals: to bring the benefits of modern medical science to those most in
need of them and to serve as an antidote to despair.
• We draw on the resources of the world’s leading medical and academic
institutions and on the lived experience of the world’s poorest and sickest
communities. At its root, our mission is both medical and moral. It is based
on solidarity, rather than charity alone.
9
Partners In Health: Where We Work
10
Partners In Health: Haiti
Rebuilding Stronger
Devastation and Destruction in
Port-au-Prince, Haiti following
the Earthquake, January 2010
Source: Boston.com
Construction of a state-of-the-
art, 300 bed, public teaching
hospital, which opened March
of 2013
Source: Inhabitat.com
11
Partners In Health
“Technology allows
Partners In Health to
deliver first world
healthcare to the most
remote regions of the
world.”
12
Transition Slide?
Migrating and Enabling Cloud Technologies
Kent Larson, Perficient
13
Moving to the Cloud:
Project Approach
Starting the O365 Migration Project
Project Team
Existing Exchange environment
Exchange and SharePoint Online in parallel?
14
Office 365 Infrastructure
End User Authentication
• Considered Active Directory
Federations Services (ADFS)
• PIH users not domain joined
• Chose Directory Synchronization
Services (DirSync) with password
sync
Directory Synchronization
• Active Directory schema extension
• Synchronizing users, groups and
recipient objects
• User Principal Names
Exchange Hybrid
• Free/busy calendar sharing
• Exchange Management Console
• Familiar Exchange management
tools
• Outlook / Outlook Web App
• MailTips, OOF
15
“I want nothing in my datacenter
for Office 365.”
- Dave Mayo, CIO, Partners In Health
16
Moving to the Cloud – Technical Architecture
Exchange 2013 Hybrid
Email User
OWA, ActiveSync,
Outlook Anywhere
Internet
Office 365
On Premises
End User
Connectivity
Domain Controller 3 Domain Controller 4 DirSync Server Mgmt Server
Azure
Domain Controller 1 Domain Controller 2
Locating the Infrastructure
O365 Directory Synchronization Server
– deployed in Azure
End User and O365 Management Server
– deployed in Azure
Domain Controllers
– deployed in Azure & on premises
Exchange Hybrid Server
– deployed on premises
1717
O365 Deployment / Migration
O365 Infrastructure Deployment
Pilot Mailbox Migrations
- One for US affiliate users
- One for international users
US Production Mailbox Migration
- North America
- Rwanda
- Lesotho
- Haiti
- Russia
- Kazakhstan
- Mexico
- Peru
- Malawi
International Production Mailbox
Migrations
Inception ConstructionElaboration Transition
18
Moving to the Cloud:
SharePoint Online
Next Phase – Focus on Collaboration
• Delivering content for Communications & Human
Resources
• Self service team site creation
• Site provisioning / governance
• People Directory
• News Communication Channel
• Searchable repositories of presentation
• HR content
• HR team collaboration
• Enabling an extranet for collaborating with partners
19
Data Migration: Metalogix
20
Transition Slide?
The Role of Change Management
David Chapman, Perficient
21
Partners In Health – Change Management
• Our definition: Change Management = Preparing the People
• We applied our four-phased Organizational Change Management
(OCM) methodology on this engagement
22
Partners In Health – Change Management
The people situation:
• Over 2,500 employees worldwide (seven countries; four continents),
all with unique technical challenges
• Email platforms migrating FROM:
• OneDrive
• Technology is not our target users’ top focus OR
priority
23
Partners In Health – OCM Solution Deployed
• Created a standard set of repeatable
communications for each of the four
(4) migrations
• Goals were to inform the target
audiences:
1) Why this initiative is important
2) Let target audiences know what
to expect and when
• Translated into Haitian Creole,
Spanish, and Russian to meet users
on their termsRepeatable Migration Communication Timeline
Communications Approach
24
Partners In Health – OCM Solution Deployed
• Conducted interviews, executive
briefings, informational seminars,
web portals, and quick tip
notifications prepared users for how
to work effectively after go-live
• Used surveys and face-to-face
interaction to gather real-time
feedback to the project team on
change strategy effectiveness
Sample Deliverable
Enablement Approach
25
Partners In Health – OCM Solution Deployed
Created a self-service portal (kept
current) to disseminate updated project
information:
• Project overview/benefits
• Timelines
• Tips and training
• Quick Reference Guides
User Focus
26
Partners In Health – OCM Results
• Communications informed user base of changes coming, why they are
important, and provided detailed instructions on actions needed by
each individual during the migration
• Worldwide demos and help guides provided users with the knowledge
and resources to be successful
• Change Management effort minimized migration-related help desk
tickets allowing IT team to focus on pressing priorities
• Change Management program was developed to work within client’s
resource constraints and be transferable and repeatable after
contracted support ends
27
“Perficient’s Organizational Change
Management expertise enabled us to deploy
Office 365 to informed end users in a
seamless, efficient and professional manner.”
– Dave Mayo, CIO, Partners In Health
28
FOLLOW US ONLINE
Perficient:
Twitter.com/Perficient_MSFT
Blogs.perficient.com/microsoft/
Next up:
Succeed with Yammer: Encouraging
Adoption with Smart Social Governance
March 25 | 1:00 PM CT
bit.ly/yammerwebinar
HIMSS15
April 12-16 | Chicago, IL
Booth #4460
Partners In Health:
Twitter.com/PIH
Visit: pih.org

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How PIH Is Using Office 365 to Improve Global Collaboration

  • 1. How Partners In Health Is Using the Microsoft Cloud to Improve Global Health facebook.com/perficient twitter.com/Perficient_MSFTlinkedin.com/company/perficient
  • 2. 2 Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities. ABOUT PERFICIENT
  • 3. 3 PERFICIENT PROFILE Founded in 1997 Public, NASDAQ: PRFT 2014 projected revenue ~$454 million Major market locations: Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis, New York City, Northern California, Oxford (UK), Southern California, St. Louis, Toronto Global delivery centers in China and India >2,600 colleagues Dedicated solution practices ~90% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards
  • 4. 4 INDUSTRIES Healthcare Financial Services Life Sciences Consumer Markets Automotive & Transportation High Tech Telecom Energy & Utilities Manufacturing Media & Entertainment PORTAL Portal Frameworks Search Security Web Analytics Web Content Management Social & Collaboration Mobility Experience Design INTEGRATION Integration Frameworks Cloud Architecture Reference Architecture Application Integration Enterprise Application Integration Service Oriented Architecture Process & Content Integration Business Process Management Complex Event Processing Rules Engines DATA & CONTENT Business Analytics Business Intelligence Predictive Analytics Reporting Structured Data Management Data Integration, Quality & Governance Enterprise Data Warehouse Master Data Management Product & Information Management Unstructured Data Management Big Data Content Intelligence Content Management Enterprise Search CUSTOMER EXPERIENCE Customer 360 Multi Channel Enablement Relationship Management Social Engagement Commerce Marketing Strategy Implementation Order Management Supply Chain Management Service & Support Managed Hosting Sales & Service Support Customer Service, Sales Force Automation Experience Design Strategic Roadmaps & Envision Workshops User Research & Metrics Analysis Creative & Interaction Design Custom & Responsive UI Development Digital Marketing Search Engine Marketing Online Advertising Content Strategy Conversion Optimization Management Consulting BUSINESS OPERATIONS Corporate Performance Management Budgeting, Forecasting & Planning Business Analysis & Predictive Analytics Enterprise Business Solutions Oracle EBS Vertex Tax Solutions Human Resource Solutions Employee Portals Human Resource Management Talent Management Enterprise Social Platforms Social Strategy Lync Unified Communications Office 365 Management Consulting OUR SOLUTIONS PORTFOLIO
  • 6. 6 PRESENTERS Kent Larson, Perficient Director, Microsoft Practice Dave Mayo, Partners In Health Chief Information Officer David Chapman, Perficient Director, Change Management
  • 7. 7 Transition Slide? Partners In Health: Implementing Office 365 with Perficient Dave Mayo, CIO, PIH
  • 8. 8 Partners In Health – Our Mission • Our mission is to provide a preferential option for the poor in health care. By establishing long-term relationships with sister organizations based in settings of poverty, Partners In Health strives to achieve two overarching goals: to bring the benefits of modern medical science to those most in need of them and to serve as an antidote to despair. • We draw on the resources of the world’s leading medical and academic institutions and on the lived experience of the world’s poorest and sickest communities. At its root, our mission is both medical and moral. It is based on solidarity, rather than charity alone.
  • 9. 9 Partners In Health: Where We Work
  • 10. 10 Partners In Health: Haiti Rebuilding Stronger Devastation and Destruction in Port-au-Prince, Haiti following the Earthquake, January 2010 Source: Boston.com Construction of a state-of-the- art, 300 bed, public teaching hospital, which opened March of 2013 Source: Inhabitat.com
  • 11. 11 Partners In Health “Technology allows Partners In Health to deliver first world healthcare to the most remote regions of the world.”
  • 12. 12 Transition Slide? Migrating and Enabling Cloud Technologies Kent Larson, Perficient
  • 13. 13 Moving to the Cloud: Project Approach Starting the O365 Migration Project Project Team Existing Exchange environment Exchange and SharePoint Online in parallel?
  • 14. 14 Office 365 Infrastructure End User Authentication • Considered Active Directory Federations Services (ADFS) • PIH users not domain joined • Chose Directory Synchronization Services (DirSync) with password sync Directory Synchronization • Active Directory schema extension • Synchronizing users, groups and recipient objects • User Principal Names Exchange Hybrid • Free/busy calendar sharing • Exchange Management Console • Familiar Exchange management tools • Outlook / Outlook Web App • MailTips, OOF
  • 15. 15 “I want nothing in my datacenter for Office 365.” - Dave Mayo, CIO, Partners In Health
  • 16. 16 Moving to the Cloud – Technical Architecture Exchange 2013 Hybrid Email User OWA, ActiveSync, Outlook Anywhere Internet Office 365 On Premises End User Connectivity Domain Controller 3 Domain Controller 4 DirSync Server Mgmt Server Azure Domain Controller 1 Domain Controller 2 Locating the Infrastructure O365 Directory Synchronization Server – deployed in Azure End User and O365 Management Server – deployed in Azure Domain Controllers – deployed in Azure & on premises Exchange Hybrid Server – deployed on premises
  • 17. 1717 O365 Deployment / Migration O365 Infrastructure Deployment Pilot Mailbox Migrations - One for US affiliate users - One for international users US Production Mailbox Migration - North America - Rwanda - Lesotho - Haiti - Russia - Kazakhstan - Mexico - Peru - Malawi International Production Mailbox Migrations Inception ConstructionElaboration Transition
  • 18. 18 Moving to the Cloud: SharePoint Online Next Phase – Focus on Collaboration • Delivering content for Communications & Human Resources • Self service team site creation • Site provisioning / governance • People Directory • News Communication Channel • Searchable repositories of presentation • HR content • HR team collaboration • Enabling an extranet for collaborating with partners
  • 20. 20 Transition Slide? The Role of Change Management David Chapman, Perficient
  • 21. 21 Partners In Health – Change Management • Our definition: Change Management = Preparing the People • We applied our four-phased Organizational Change Management (OCM) methodology on this engagement
  • 22. 22 Partners In Health – Change Management The people situation: • Over 2,500 employees worldwide (seven countries; four continents), all with unique technical challenges • Email platforms migrating FROM: • OneDrive • Technology is not our target users’ top focus OR priority
  • 23. 23 Partners In Health – OCM Solution Deployed • Created a standard set of repeatable communications for each of the four (4) migrations • Goals were to inform the target audiences: 1) Why this initiative is important 2) Let target audiences know what to expect and when • Translated into Haitian Creole, Spanish, and Russian to meet users on their termsRepeatable Migration Communication Timeline Communications Approach
  • 24. 24 Partners In Health – OCM Solution Deployed • Conducted interviews, executive briefings, informational seminars, web portals, and quick tip notifications prepared users for how to work effectively after go-live • Used surveys and face-to-face interaction to gather real-time feedback to the project team on change strategy effectiveness Sample Deliverable Enablement Approach
  • 25. 25 Partners In Health – OCM Solution Deployed Created a self-service portal (kept current) to disseminate updated project information: • Project overview/benefits • Timelines • Tips and training • Quick Reference Guides User Focus
  • 26. 26 Partners In Health – OCM Results • Communications informed user base of changes coming, why they are important, and provided detailed instructions on actions needed by each individual during the migration • Worldwide demos and help guides provided users with the knowledge and resources to be successful • Change Management effort minimized migration-related help desk tickets allowing IT team to focus on pressing priorities • Change Management program was developed to work within client’s resource constraints and be transferable and repeatable after contracted support ends
  • 27. 27 “Perficient’s Organizational Change Management expertise enabled us to deploy Office 365 to informed end users in a seamless, efficient and professional manner.” – Dave Mayo, CIO, Partners In Health
  • 28. 28 FOLLOW US ONLINE Perficient: Twitter.com/Perficient_MSFT Blogs.perficient.com/microsoft/ Next up: Succeed with Yammer: Encouraging Adoption with Smart Social Governance March 25 | 1:00 PM CT bit.ly/yammerwebinar HIMSS15 April 12-16 | Chicago, IL Booth #4460 Partners In Health: Twitter.com/PIH Visit: pih.org