Office 365 for Nonprofits An Introduction

September 24, 2013

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Office 365 for Nonprofits An IntroductionWith James Rooney from Microsoft and Linda Widdop from Tech Impact

September 24, 2013

Presenters

Becky WiegandTechSoupFacilitator

Assisting with chat: Ale Bezdikian

Linda WiddopTech Impact

Presenter

James RooneyMicrosoftPresenter

Cameron JonesTechSoupPresenter

• Introducing TechSoup• Participant Poll• What is Office 365?• Offer for Nonprofits• Big Picture and A Look Inside• Planning & Process• How to Get It!• Q&A

Today’s Agenda:

TechSoup is part of TechSoup Global, working towards the day when every nonprofit, library, and social benefit organization on the planet has the

technology, knowledge, and resources they need to operate at their full potential.

What Is TechSoup?

What Is TechSoup?• TechSoup is a 501(c)(3) nonprofit organization.• As of April 30, 2013, TechSoup Global has served more than

208,300 organizations — including over 67,000 organizations outside of North America. We have distributed more than 11 million software and hardware product donations and enabled recipients to save more than US$3.61 billion in IT expenses in 56 countries around the world.

What Is TechSoup?• Technology donations available through the TechSoup catalog: 401 • Number of donor partners for US programs, including Adobe, Cisco,

Microsoft, and Symantec: 63 • NetSquared Local monthly meetup groups around the world: 48• TechSoup’s community blog and forums have participation from

more than 50,000 monthly NPO and library users.• Reach more than 200,000 NPO, library, and philanthropy

subscribers in the United States with our newsletters each month.

• Are you already using Office 365?– Yes– No– Just started the free trial– We want to learn more first

Participant Poll

What is Office 365?

James Rooney, Microsoft

Office 365Your Complete Office in the Cloud

Professional emailShared calendaringInstant messaging (IM)HD video conferencingScreen sharingOnline storage

WordExcelPowerPointOneNoteSharePointLync

Office 365 for Nonprofits

501(c)3 orgs*

42 countries @ launch

Donated Enterprise (E1)

Discounted upgrade to Enterprise (E3)

Unlimited seats

* Some restrictions apply

Resources

• www.microsoft.com/office365nonprofits/

• Office 365 Admin Rollout Guide

• Office 365 User Adoption Learning Center

A Look at Office 365

Linda Widdop, Tech Impact

OUR MISSIONTech Impact’s mission is to ensure all

nonprofits can use technology to better serve our world.

About Us

• 501c3 organization - began as NPower PA in 2002 providing technology services to nonprofits locally– We serve 300+ local organizations annually

• Recently changed our name to Tech Impact and began offering cloud based service globally– We help 200+ organizations with cloud solutions

annually

• Assisted 500+ orgs to get on board with Office 365 since 2010

Big Picture

• Your email, calendars, and contacts are stored in the cloud

• You access a “view” of that email on your computer, web browser, or phone which means that you can get to your stuff from anywhere

Behind the ScenesOffice 365

Accessing Email• Outlook 2010 or 2013• Outlook Web Access on

any modern web-browser (IE, Firefox, Safari, Chrome)

• Any mobile-phone supporting ActiveSync (including iPhone, most Android phones and Windows Smartphones)

Outlook Web App

Using Outlook for Email

• Additional features– Setting Out of

Office Messages

– Shared Calendars– Presence

SharePointAbout Office 365

• Document Storage– Access from anywhere– Available and secure

• Information Portal– Do more than just store documents

• Web Apps – Word, Excel, PowerPoint, InfoPath

• Integration to Office 2013– Connect to SharePoint from your

desktop

SkyDriveAbout Office 365

• Your “My Documents“ in the Cloud

• 25GB of Personal Storage

• SkyDrive Syncs Locally

NewsfeedAbout Office 365

• Microblogging

• Personal Profile

• Ability to Follow

• Personal Apps

LyncAbout Office 365

• Text, Audio, & Video Chat

• Group Chat

• Presence Awareness

• Presentation Modes

• WebApp & Mobile Versions(iPhone & Android)

Our Experience with Implementation

• To Date – Tech Impact has converted 200+ on-premise Exchange Servers to Office 365– Over 3,500 users– No more on-premise servers to worry about, patch, and

back up– Spam issues are gone

• To Date – Tech Impact has upgraded more than 300 organizations from POP/IMAP mail to Office 365– Over 2500 users now have ability to get the same email

experience as larger orgs, share calendars, get email remotely

Our Experience with SharePoint Online• To Date – Tech Impact has helped a dozen orgs

implement SharePoint online• Requires more planning and internal discussion• Requires ongoing support to be successful

Project Management• Planning is key to a successful project (nothing new

here)• Complete email migration first – get users acclimated to

the web interface• K-I-S-S with SharePoint to start – use out of box

templates and functionality• Provide multiple training opportunities for users• Make updates/changes in cycles with appropriate

documentation• Plan for change management challenges, allot

resource(s) for support

• We work with your organization to make sure that we understand your needs and build a solution that meets them– Full Implementation Project – Account setup, email migration, SharePoint Site

creation, Admin and user training – all custom tailored to your environment– Workshop Series – join other orgs for a series of weekly workshops to learn

how to migrate your email and create SharePoint Sites yourself. We provide planning materials, guidance and step by step instructions via web meetings.

• Ongoing Support – you choose the level of support that you need– Self Serve – access to scheduled web trainings and events, documentation

portal– One on One – access to the above plus Help Desk, custom training

• Search TechSoup.org for “npOffice” to get more information on our special pricing• Contact Linda Widdop – linda@techimpact.org

Our Process

How to Get It!

Cameron Jones, TechSoup

How to Get It! • Visit Microsoft’s site:

www.microsoft.com/office365nonprofits/

• Sign up for a free trial. View Office 365 options.

• Get verified through TechSoup (See eligibility)

• Eligible nonprofits transition from free trial to donation or discount of Office 365 directly through Microsoft!

• Learn about benefits and support.

Additional Resources

• Upcoming webinar: Office 365: Is It Right for My Nonprofit?, October 10 at 11 a.m. PST/2 p.m. EST

• Are You Ready for Microsoft Office 365 for Nonprofits?, article from TechSoup

• Questions about Office 365? Ask them in TechSoup’s community forums.

Q & A

Please type your questions in the chat window.

Follow-up questions can be posted in the

community forum.

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