vista-office business value study -...

9/26/2007

1

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Vista / MDOP / Office

Business Value Study

Presentation of

Results

September 24, 2007

Prepared by:

Andy Hall

HCR - Hall Consulting & Research LLC

Office: (412) 344-5103, Mobile: (412) 427-4106

[email protected], www.hallcr.com

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview

2. Infrastructure Optimization Maturity (IOM) Model

3. Windows Vista

4. SA (Software Assurance) & Vista Enterprise Features

5. MDOP (Microsoft Desktop Optimization Pack)

6. Office 2007 & MOSS (SharePoint)

7. Financial Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

mailto:[email protected]


http://www.hallcr.com/

9/26/2007

2

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Study objective: assess the business value of Vista and Office 2007• To support the evolution of the desktop management strategy

• To provide insight into the most appropriate licensing option (EA, Select Agreement, Software Assurance)

This study assessed the costs and benefits (ROI) of: • Windows Vista

• Software Assurance, including Vista Enterprise features

• MDOP (Microsoft Desktop Optimization Pack)

• Office 2007 Professional Plus

• MOSS (Microsoft Office SharePoint Server) 2007

The study was 4 weeks in duration (2 weeks on-site)• Completion of questionnaires

• On-site interviews

• Product demonstrations

• Business benefits workshop

• Analysis/presentation of results

Methodology/approach• Transparent and objective as possible

• Utilized industry-standard techniques/analysis, including 3rd party tools/research (IDC, Gartner, Alinean, Forrester, Wipro, etc.)

12,000 Users/PCs

Conducted by Andy Hall (Hall Consulting & Research LLC)

Vista-Office BV Study Overview

Project Overview >

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Actual results (e.g. ROI) may be significantly different (higher or

lower) than results estimated in this study

Many of the results are based on estimates (especially for Office

benefits) - very little actual research/customer cost/benefit data

exists for Office

Care was taken to ensure objectivity

• Employee involvement and validation of all aspects of the study

• Use of most appropriate known data, tools, and methodology

Disclaimer

Project Overview >

9/26/2007

3

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Benefits – IT & Business

Costs – Hardware, Software, IT Labor, User Labor

Infrastructure Optimization Maturity Level Implications

Project ScopeProject Overview >

Windows Vista

•Vista Business

Software Assurance

•OS Licenses for Virtual PC

•Bitlocker™ Drive Encryption

•Subsystem for UNIX-Based Applications (SUA)

•Additional Premier Support Services

•eLearning

•Training Vouchers

MDOP

•Microsoft Desktop Optimization Pack

•SoftGrid –Application Virtualization

•SCDEM -Desktop Error Monitoring

Office 2007

•Excel

•PowerPoint

•Word

•Access

•Publisher

•InfoPath

SharePoint (MOSS)

•Microsoft Office SharePoint Server 2007(Std)

•Document Management

•Collaboration

•Portal

•Search

•Workflow

Infrastructure Productivity

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Windows Computing

Help Desk

On-site Services

Business Liaisons• Finance

• Sales/Marketing

• Operations

• Field Service

Key Participants

Project Overview >

9/26/2007

4

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisObjective: Evaluate Costs Vs. Benefits

Project Overview >

Costs Benefits

• Personal Productivity

• Communication,

Collaboration, Workflow

• Systems maintenance

(User TCO)

• Quality

• Speed

• Success rates

• Security

Hardware costs

Software costs

IT Labor

User downtime & training

• IT Labor savings

• Avoidance of 3rd party

software

• PC power savings

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisFocus / Tools

Project Overview >

Vista

Software

Assurance MDOP Office / MOSS

Infrastructure

Upgrades

Focus • IT Labor

(TCO)

• User Labor

(TCO)

• Mix • IT Labor

• User Labor

• Productivity

• Strategic (KPIs)

• IT TCO (Labor)

• User Labor

(TCO)

Tools • IDC - Alinean

tool

• Gartner

research

• HCR prior

customers

• HCR model

• Forrester

calculator

• HCR/Wipro

MDOP ROI

calculator

• Productivity

improvement

• BPIO maturity

model (HCR)

• Office BV

Discussion Tool

• Alinean tool

• Gartner

research

• IDC

• IOM

Many additional details (inputs, calculations, assumptions, data

sources, and analysis) are in the Excel Workbook

9/26/2007

5

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisThe Microsoft IOM Model

Infrastructure Optimization Maturity (IOM) Model >

Application Platform IO

Development

SOA and Business Process

Data Management

Business Intelligence

Core IO

Identity and Access Management

Desktop, Server and Device Management

Security and Networking

Data Protection and Recovery

Business Productivity IO

Unified Communication & Collaboration

Enterprise Content Management

Business Intelligence

9/26/2007

6

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Cost Center

Uncoordinated, manual

Infrastructure

Knowledge not captured

More Efficient Cost Center

Managed IT

Infrastructure

with limited

automation and knowledge capture

Managed and

consolidated IT

Infrastructure

with extensive

Automation, knowledge

captured and re-used

Fully automated

management,

dynamic resource

Usage , business

linked SLA’s. Knowledge capture automated and use

automated

Business Enabler

Strategic Asset

IOM Levels


Lower TCO /Improved Business Performance World-Class

Performance

Laggard

Performance

Investing in new IO capabilities can lead to enhanced business performance

Technology sequencing framework to build Infrastructure for a People Ready BusinessMaps IT to business needsDrive cost reduction, security & efficiency gainsBacked by analystsProvide guidance and best practices for step-by-step implementation

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisPotential TCO Cost SavingsIDC Best Practice Benefits

Savings $110 Savings $190

Savings $50Savings $120

Savings $110

Savings $110

Savings $120

PC Configuration and Standardization

Identity & Access Management

PC Security

Systems Management

$230

$130

$170

$300

9/26/2007

7

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisBest Practice AdoptionInfrastructure Optimization Maturity (IOM) Model >

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Core - Identity & Access Management

Core - Desktop, Devices and Svr Mgmt

Core - Security & Networking

Core - Data Protection and Recovery

Core - Security Process

Core - ITIL/COBIT-based Management Process

BP - Communications & Collaboration

BP - Enterprise Content Mgmt & Forms

BP - Business Intelligence

Best Practice % Adoption

IOM Best Practice AdoptionAs-Is

+Infr Upgrds

+Vista

+Office/MOSS

Basic Standardized Rationalized Dynamic

As-Is

+Infr

Upgrds +Vista

+Office/

MOSS

Core IOM 68% 69% 76% 79%

Business Productivity IOM 29% 29% 30% 54%

Application Platform IOM 55% 55% 55% 55%

Best Practice % Adoption by IO Model

Core IO

Business

Productivity IO

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisKey Improvements

Core IO• Desktop, Server, Device

Management― Application virtualization

― Desktop & application monitoring

― Recent productivity suite

• Security Process― Quarantine for

unpatched/infected computers (NAP)

― Data security controls

Business Productivity IO• Communications &

Collaboration― Document check-in, check-out and

versioning

― Workspace tools integrated with desktop productivity tools

― End-users and IT control workspace provisioning

― Enterprise-wide collaboration tool

― Document editing and tracking capabilities

― Collaborative workflows

― Portal personalization capabilities

• Enterprise Content Mgmt & Forms

― Automated workflows

― Electronic forms

― Enterprise search tools

― Automated policy-based retention, archiving and holds of records


9/26/2007

8

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisIDC Research (Key IT Labor TCO Drivers)

Infrastructure Optimization Maturity (IOM) Model

Best Practice Key Requirements

Avg. Benefit

(IDC)*

Custo

mer Comments

Desktop

Standardized

Desktop Strategy

Deploy Standardized PCs

-Defined Hardware Refresh Strategy

-Minimal Images

-Single Version of Windows

$ 110 $ - no significant

improvement possible

Centrally Managed

PC Settings &

Configurations

Keep PCs Standardized

-No administrative rights for users

-IT configures OS with Group Policies

-Push/Pull automated software distribution

$ 190 $ 18 10% fewer users retain

admin rights (UAP)

Comprehensive PC

Security

Deploy and keep PCs secure

-Anti-Virus, anti-spyware, anti-malware

-Centrally managed PC firewall

-Network Access Control (Quarantine)

$ 130 $ 7 NAP (5% of the benefit)

Directory Services

Comprehensive

Directory Solution

Identity and Access Management

-Single authentication directory

-Meta-Directory synchronization

-Automated password reset

$ 120 $ - no improvements

assumed

Automated User

Provisioning

Automated Identity Management

-Simplified log in

-Meta-Directory synchronization

-Integration with ERP systems

$ 50 $ - no improvements

assumed

SW Distribution & Management

Software Packaging

& Distribution

Automated Software Distribution

-Software packaging tools

-Hardware and software inventories

-Distribution by group membership

$ 110 $ -

Standardized

System

Management Tools

Minimize systems management complexity

-Organization-wide standardization

-No duplicative functionality between tools

-Administrative delegation for sys man

$ 120 $ 6

Avoid duplicated effort

only if migrate to SCCM

(SMS)

$ 31 Total IT Labor Savings (per PC / Year)

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

9/26/2007

9

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisVista Business Value Summary

Windows Vista

More SecureEasier

Lower CostBetter Connected

» Fast search of documents, emails, files and handwriting

» Accomplish tasks faster with new Windows Vista UI

» Easier to search and consume information online

» Access mobility settings in one place

» Consistent, fast, reliable resume

» Seamless transition between offlineand online

» Reducedvulnerability to attack

» Improved ways to protect files and data

» Protect users’ personal identities

» Easier to reduce administrator rights of users

» Streamline image management and patching

» Greater control with custom group policies

» Reduce support costs with improved diagnostics

» Simplify networking through automatic configuration

End Users

IT Pros

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisKey Vista Features Enabling TCO Savings

Security• User Account Control• Bitlocker™• Windows Resource Protection• Virtualization of files and registry• IE7 Protected Mode• Defender • Windows Firewall• Network Access Protection• Encrypted File System• Windows Service Hardening• Credentials Management• Granular Auditing• Windows Rights Management Client• Biometrics• Cryptography Services

Deployment• Modularization• WW Deployment with MUI• File-Based Image Formats• Nondestructive Imaging• System Image Manager• Business Desktop Deployment Workbench

Manageability• Customized User Assistance• Remote Assistance• Performance Console for monitoring• New Event Viewer• More Granular GPO Control• Task Scheduler• Windows Update Agent

Application Compatibility• Program Compatibility Assistant• Application Compatibility Toolkit v5.0• Virtual PC Express• Subsystem for Unix Applications

Reliability & Performance• Restart Manager• Side by Side compliant DLLs• Improved Driver Reliability• Kernel Hang Reporting• Startup Repair• Windows Diagnostic Infrastructure• Recovery Policies for service crashes• Reliability Analysis Component

Windows Vista

9/26/2007

10

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Security Development Life Cycle — Microsoft's development process is best in class. Although we still expect some critical security flaws, code quality should be improved.

Windows Services Hardening — Windows services have reduced privileged levels and can only alter necessary parts of the system. This will limit the amount of damage that a service can do if it becomes compromised.

UAC — Our base model assumes that users will continue to run with administrator credentials on their own PCs (removing these credentials is a best practice), but assuming the defaults are used, most applications will run as standard user, and the user will be prompted for elevation when an application needs to run as an administrator. Although many users will always press OK, some exploits will be prevented. Training should include information about these prompts.

Internet Explorer 7 (IE7) — IE7 includes many security improvements, such as antiphishing. It also will run with lower-than-standard user credentials, even when the user has administrator privileges. Since many attacks have historically come through IE, outages should be reduced.

Firewall and Windows Defender Anti-Malware — Both of these are on by default.

Shadow File Copy — This keeps copies of older versions of files. With training, users can restore old versions without doing regular backups.

Address Stack Layout Randomization (ASLR) and Heap Defenses— This technology is built into Windows Vista and randomizes memory areas used to run certain code each time the operating system boots. Previously, attackers could learn what memory areas were used and write attacks specifically against code. ASLR means that an attack against a specific memory address would be successful against some PCs, but not others.

Desktop Search — Integrated desktop search will likely reduce end-user operations.

Features that Reduce TCO (Gartner)

Windows Vista

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

UAC — Standard User— Microsoft has fixed many technical issues that prevented organizations from moving their users from standard to administrator under Windows XP. Applications that write to protected areas of the file system or registry that failed under XP will run by writing to virtual areas under Windows Vista. Microsoft also took a fresh look at what a standard user should be able to do (such as change the PC's time zone) and enabled use by nonadministrators. They also created a facility to allow users to install approved printer drivers, which could even enable notebook lockdown. These will all make it easier for users to run with administrator privileges, but there are still some technical issues (there is no way to allow a standard user to do specific tasks that require administrator privileges that the organization has deemed safe), and technology cannot overcome organizational policy and culture where users expect the ability to install software.

Group Policy Objects (GPO) — Microsoft has created more than 600 new GPOs, so more components can be centrally managed.

Central Administration of Firewall — It's possible with GPOs, but companies may not do it, so we do not include it in our base numbers.

BitLocker — Volume encryption (which can also protect data on PC disposal) is only in the Enterprise version of Vista, which requires the purchase of Software Assurance.

Multilingual User Interface (MUI) — The MUI function is only part of Windows Vista Enterprise. MUI enables a multinational company to build a single image for worldwide deployment with all required language interfaces.

Deployment tools — WinPE and Business Desktop Deployment functions are included at no additional charge, but organizations may use other technologies.

Features that Reduce TCO (Gartner)

Windows Vista

9/26/2007

11

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSummary of Costs & Benefits

Windows Vista

$134

$59

$806

$301

$-

$200

$400

$600

$800

$1,000

$1,200

Costs Benefits

Co

sts

& B

en

eft

s p

er

PC

Vista - 3-Year Costs & Benefits

Costs

User Benefits (Indirect)

Other IT Benefits

IT Labor

Ann'l

Benefits 3-Yr Benefits

IT Labor $ 45 $ 134

Other IT Benefits $ 20 $ 59

User Benefits (Indirect) $ 269 $ 806

Total $ 333 $ 999

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisTCO Savings Summary

Windows Vista > Benefits > IT Labor

Gartner’s estimated IT labor savings due to Vista: also 7% (well managed organization)

$111 $103

$156 $143

$189 $175

$176 $168

$-

$100

$200

$300

$400

$500

$600

$700

As-Is TCO Vista TCO

TC

O p

er

PC

IT Labor TCO Comparison

On-site Support

Help Desk

Application Support

PC Engineering / Management

As-Is

TCO

Vista

TCO

PC Engineering / Management $ 111 $ 103

Application Support $ 156 $ 143

Help Desk $ 189 $ 175

On-site Support $ 176 $ 168

Total $ 632 $ 588

Savings Savings %

$ 9 8%

$ 13 8%

$ 14 8%

$ 9 5%

$ 45 7%

As-Is FTEs

Vista

FTEs Savings

19.0 17.6 1.4

39.0 36.0 3.0

26.0 24.2 1.8

30.0 28.6 1.4

114.0 106.3 7.6

9/26/2007

12

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisTCO & FTEs by IT Labor Category


$111 $156 $189 $176 $103 $143 $175 $168

19.0

39.0

26.0

30.0

17.6

36.0

24.2

28.6

0

5

10

15

20

25

30

35

40

45

$-

$20

$40

$60

$80

$100

$120

$140

$160

$180

$200


Application Support

Help Desk On-site Support

FT

Es (F

ull

Tim

e E

qu

ivale

nts

)

TC

O p

er

PC

IT Labor Comparison

As-Is TCO Vista TCO As-Is FTEs Vista FTEs

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

PC Engineering/Mgmt

• PC Image Management

• Security Incident Remediation

• Data management, storage

planning, backup and restore

Help Desk

• System-related troubleshooting

• Data Communications/ Network

Key IT Labor Improvements


On-Site Support

• Avoid most re-imaging /

reconfiguration

• System (OS-related)

troubleshooting

Application support

• Diagnostics & event

forwarding

9/26/2007

13

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisPC Management TCO


$0 $5 $10 $15 $20 $25

PC HW / SW Evaluation

PC Image Management

User Admin & Provisioning

Application Management

Software Deployment

Security Assessment & Planning

Security Patch Management

Security Incident Remediation

Data Mgmt, Backup & Restore

Tools/GPO Management

3rd Level Support

TCO ($/PC)

PC Management TCOAs-Is Vista

Imaging formats, tools,

offline patching; fewer

images

Diagnostics/repair;

higher quality code

Service hardening, IE

Protected Mode/Anti-

Phishing; UAC

Shadow File Copy

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisHelp Desk / On-Site Support TCO


$0 $10 $20 $30 $40 $50

Proprietary Applications

Standard Desktop Software

System-related

Data Communications/Network

Password Resets

Hardware (except printers)

All Others

TCO ($/PC)

Help Desk TCOAs-Is Vista

$0 $10 $20 $30 $40 $50 $60

Hardware adds, moves and changes.

PC hardware maintenance.

Re-imaging / reconfiguration

System (OS-related) troubleshooting

PC deployment/configuration

Application installation

Application troubleshooting

Other

TCO ($/PC)

On-Site Support TCOAs-Is Vista

Higher quality code;

diagnostics & repair;

self-help (via UAC)

Network Diagnostics;

Self-help

Hardware Diagnostics

Hardware diagnostics

Significant reduction in # of re-

images; non-destructive re-

imaging/automation

9/26/2007

14

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

$10

$12

$-

$5.0

$10.0

$15.0

$20.0

$25.0

Be

ne

fit

($ p

er

PC

/ Y

ear

)

Other Vista IT Benefits (Annual)

PC Power Management

Avoidance of 3rd Party Software Costs

Other IT Benefits

Windows Vista > Benefits

% of PCs

Cost/PC

Avoided/Yr Total

Current /

Planned Enabling Features

Imaging tools 100% $ 2.13 $ 2.13 Ghost Imaging tools

Network access control 100% $ 5.56 $ 5.56 Cisco? NAP

Total $ 7.69

% of PCs not utilizing power management 30%

Average time per day (hours) that power will be

reduced for impacted PCs 14

Power reduction during this time 80%

Avg. Annual Savings per PC $ 12

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Gartner estimate: $269 / user / year (9.5 hrs)• 11% reduction from $2536

Discounted (by Gartner) 25%

Key drivers• UAC – User Account Control

• Internet Explorer 7 (IE7)

• Shadow File Copy

• Desktop Search

• Fewer issues, easier resolution (e.g. Diagnostics/repair)

User Labor (User TCO) savings based on Gartner

Windows Vista > Benefits

9/26/2007

15

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

No incremental hardware costs due to Vista; hardware would be refreshed regardless of Vista

Timing of PC purchases will change (more in 2009 offset by less in 2010)

Approximately 30% upgraded in-place; 70% upgraded via hardware refresh

Vista Upgrade Strategy Assumptions

Windows Vista > Implementation Costs

0%

15%

30%

20%

0% 0%0%

5%

15%

15%

0% 0%0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

2007 2008 2009 2010 2011 2012

% o

f PC

s

Vista Upgrade Strategy

In-Place upgrades

Upgrade with hardware refresh

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCost Summary

Windows Vista > Implementation Costs

$61

$60

$125

$24 $10

$69

$-

$50

$100

$150

$200

$250

$300

$350

$400

Vista Upgrade

Vis

ta U

pgr

ade

Co

sts

($ p

er P

C)

Vista Upgrade Costs

Implementation Costs

IT Training & Help Desk Costs

End-User Costs

App Compat

Vista License

Design, Engrg, & Mgmt

Note: licensing costs are included only for in-place upgrades and do not include SA

Automated deployment costs approx. $100/PC to support; currently manual deployment costs $300/PC

$20

$70

$28

$6 $0 $0 $1 $0

$-

$20

$40

$60

$80

$100

$120

$140

Vista Upgrade

Co

sts

pe

r P

C

App Compat Costs (per PC)

Web-based App - Fix Cost

Web-based App - Testing Cost

Configuration Script - Fix Cost

Configuration Script -Testing Cost

Custom App - Fix Cost

Custom App - Testing Cost

ISV App - Upgrade/Patch Cost

ISV App - Testing Cost

9/26/2007

16

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

SA is required for Vista Enterprise features

SA is required to purchase MDOP

SA also enables upgrade rights (value is not quantified here)

Feature Overview

Software Assurance (SA) & Vista Enterprise Features

Software Assurance (SA)

• New Version Rights for Windows Client

• Training Vouchers

• Employee Purchase Program

• Home Use Program (HUP)

• eLearning

• Enterprise Source Licensing Program

• Extended Hotfix Support for Windows Client (contract fee waived)

• Additional Premier Support Services

• Windows Vista Enterprise

Vista Enterprise Features

• OS Licenses for Virtual PC

• Windows Bitlocker™ Drive Encryption

• Subsystem for UNIX-Based Applications (SUA)

• Multilingual User Interface (MUI)

• Remote Boot for Diskless Workstations

9/26/2007

17

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSoftware Assurance Benefits

Software Assurance

New Version Rights

Spread Payments

Windows® Vista Enterprise

Training Vouchers

eLearning

Home Use Program

Employee Purchase Program

Enterprise Source License Program

Desktop Deployment Planning Services

Information Work Solution Services

Extended Hotfix SupportWindows® Fundamentals for Legacy PCs

24x7 Problem Resolution Support

TechNet Plus

Cold Back Up for Disaster Recovery

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Data Protection with Windows BitLocker™ Drive Encryption

• Windows BitLocker Drive Encryption locks out unauthorized users, keeping them from accessing sensitive data and intellectual

property. It achieves this by providing real-time encryption and decryption of all data stored on the hard disk. BitLocker Drive

Encryption helps reduce the security risk if a computer is lost or stolen. It also helps reduce the risk of data being stolen when a

computer is recycled or refurbished.

Four Instances of a Virtual Operating System

• When your organization is using mission-critical applications, it can be costly to rewrite them so that they work with a new

operating system. Virtualization technology is one way you can reduce the costs associated with upgrading your operating

system. Virtualization enables you to run multiple operating systems on a single computer and switch between them as

necessary. To use virtualization, you need a license for each virtual operating system, and these are typically charged

separately. However, Windows Vista Enterprise includes the rights to four virtual operating systems for no additional cost. Now

you can continue to run your applications in their current state on their original operating system while still taking advantage of

the latest improvements and enhancements in Windows Vista Enterprise.

Subsystem for UNIX-Based Applications

• Subsystem for UNIX-Based Applications is a Windows component that provides platform services for UNIX-based applications.

This component makes it easier to integrate Windows and UNIX/Linux environments. By recompiling UNIX-based applications on

Windows, Subsystem for UNIX-Based Applications helps you take advantage of in-house UNIX skills and overcome many

barriers when you move your workloads to the Windows platform.

Worldwide Deployment with Multilingual User Interface

• Multilingual User Interface enables you to configure a single worldwide image by including any user interface language that your

global business operations may need. Windows Vista Enterprise supports multiple language configurations on a desktop, and

you can easily switch between them. A total of 35 languages are available.

Remote Boot for Diskless Workstations

• A diskless workstation runs Windows but does not store the Windows operating system or data locally because it does not have

a hard disk. When you use diskless workstations, you can store data, applications, and the operating system on centralized

storage hardware such as a Storage Area Network (SAN) while still maintaining the local computing characteristics and

experience of a personal computer. Running diskless PCs requires third-party technology in addition to the license provided with

Windows Vista Enterprise.



9/26/2007

18

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisBenefit Value

Software Assurance (SA) & Vista Enterprise Features

Software Assurance

Customer

Estimated Value

Customer Value

per User per Year

Training Vouchers $ 50,000 $ 4

Premier Support Services $ 50,000 $ 4

eLearning $ 144,000 $ 12

TOTAL $ 244,000 $ 20


Customer

Estimated Value

Customer Value

per User per Year

OS Licenses for VPC $ 48,000 $ 4

Windows Bitlocker™ Drive Encryption $ 300,000 $ 25

Subsystem for UNIX-Based Applications

(SUA) $ 39,224 $ 3

Multilingual User Interface (MUI) $ - $ -

TOTAL $ 387,224 $ 32

Total Annual Benefit $ 631,224 $ 53

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisPotential Value - Gartner Perspective

Windows Vista Enterprise in SA

36

COMPONENT Low Value High Value Notes Average

Value

Multilingual User Interface (MUI) $10 $130 (1) $70

BitLocker Encryption Functionality $75 $100 (2) $85

Virtual PC Express Functionality $70 $100 (2) $85

Subsystem for UNIX-Based

Applications

$86 $110 (3) $98

Total $241 $440 $341

Three-Year Cost of Windows SA $105 $135 $120

(1) $130 is based on a 15% uplift of Level A New Enterprise Agreement Pricing times three years.

(2) Based on an average one-time cost for acquiring the same functionality via third-party software.

(3) Based on prior pricing for Services for UNIX.

source: Gartner (April 2006)

9/26/2007

19

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

38

Vista Enterprise plus the Microsoft Desktop Optimization Pack for Software Assurance

(add-on)

Vista Enterprise + MDOP

Windows Vista Enterprise

• Data Protection with enhanced Data Protection with Windows® BitLocker™ Drive Encryption

• Application Compatibility

• Licensing rights to 4 Virtual OS’es

• Subsystem for Unix-Based Applications (SUA)

• Worldwide deployment with Multi-lingual User Interface Packs (MUI)

Accelerate desktop deployment and increase manageability• Accelerate the different stages of OS and application deployment and

management using application virtualization and streaming

• Translating software inventory into business intelligence

• Powerful tools to accelerate desktop repair

• Enhancing IT process through change management

• Transform applications into centrally managed services available when and where needed and easily updated with software streaming

Windows Vista Business

• Keep business PCs running smoothly

• Powerful, more effective productivity

• Connected with customers & partners, efficient for your business

Includes all the features of Windows Vista Business plus:

Four Virtual Operating Systems

Multi-lingual User Interface (MUI)

Subsystem for Unix-Based Apps (SUA)

Windows BitLocker Drive Encryption

Accelerating deployments and Increasing Manageability

SoftGrid Application Virtualization

Diagnostic & Recovery Toolset

Advanced Group Policy Management

Asset Inventory Services

Desktop Error Monitoring

Remote Boot for Diskless Workstations

9/26/2007

20

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisMDOP Components

Microsoft Desktop Optimization Pack for Software Assurance

Microsoft SoftGrid

Application

Virtualization

Enables you to deploy software applications that are never installed to

minimize regression testing, yet follow users anywhere, on demand. It turns

Windows applications into centrally managed virtual services that are

delivered to any desktop or laptop client worldwide. It can also be

integrated and managed within Microsoft SMS.

Microsoft Asset

Inventory Service

Reduces application management lifecycle TCO through advanced

software inventory scanning and by translating inventory data for more than

430,000 titles into useful, admin-friendly information. The tool is an easily

administered, Internet hosted service.

Microsoft Advanced

Group Policy

Management

Helps IT take control of the desktop through effective change management

and roll-backs via GPOs and a robust role-based administration and

delegation model.

Microsoft Diagnostics

and Recovery Toolset

Allows you to quickly repair unbootable or locked-out systems, restore lost

data, remove malware from infected systems while the system is safely

offline using existing antivirus software, and diagnose system and network

issues.

Microsoft System

Center Desktop Error

Monitoring

Enables you to proactively manage problems with applications and system

components that crash or cause live PCs to hang. This is an enterprise-

ready, scalable, low-cost deployment solution for granular error filtering and

alerting. It identifies the impact, probable cause and resolution for

failures—making desktops more stable and reliable.

http://www.microsoft.com/windows/products/windowsvista/enterprise/mdopoverview.mspx

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCosts and Benefits

MDOP – Microsoft Desktop Optimization Pack

$235

$334

$64 $-

$100

$200

$300

$400

$500

$600

Costs Benefits

Co

sts

& B

en

eft

s p

er

PC

MDOP - 3-Year Costs & Benefits

Costs

User Benefits (Indirect)

IT Labor

Ann'l

Benefits 3-Yr Benefits

PC Engineering /

Management $ 9 $ 28

Application Support $ 29 $ 88

Help Desk $ 14 $ 43

On-site Support $ 25 $ 75

User Benefits (Indirect) $ 111 $ 334

Total $ 190 $ 570

9/26/2007

21

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisBenefits Summary


MDOP IT Labor Savings per PC per Year

SoftGrid

Asset

Inv

Svcs DART

Adv

GP

Mgmt DEM Total

$ 6.33 $ - $ 0.99 $2.16 $ - $ 9.48

$ 22.10 $ - $ 1.68 $ - $ 5.55 $ 29.32

$ 12.43 $ - $ 1.22 $ - $ 0.81 $ 14.46

$ 13.41 $ - $ - $ - $ 11.73 $ 25.14

$ 54.26 $ - $ 3.89 $2.16 $ 18.09 $ 78.40


Application Support

Help Desk

On-site Support

Total

$111 $103 $93

$156 $143 $113

$189 $175

$160

$176 $168

$142

$-

$100

$200

$300

$400

$500

$600

$700

As-Is TCO Vista TCO +MDOP

TC

O p

er

PC

IT Labor TCO Comparison

On-site Support

Help Desk

Application Support


1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisIT Labor Benefits


$0 $5 $10 $15 $20 $25

PC HW / SW Evaluation

PC Image Management

User Admin & Provisioning

Application Management

Software Deployment

Security Assessment & Planning

Security Patch Management

Security Incident Remediation

Data Mgmt, Backup & Restore

Tools/GPO Management

3rd Level Support

TCO ($/PC)

PC Management TCOAs-Is

Vista

+MDOP

9/26/2007

22

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisIT Labor Benefits


$0 $10 $20 $30 $40 $50

Proprietary Applications

Standard Desktop Software

System-related

Data Communications/Network

Password Resets

Hardware (except printers)

All Others

TCO ($/PC)

Help Desk TCOAs-Is

Vista

+MDOP

$0 $10 $20 $30 $40 $50 $60

Hardware adds, moves and changes.

PC hardware maintenance.

Re-imaging / reconfiguration

System (OS-related) troubleshooting

PC deployment/configuration

Application installation

Application troubleshooting

Other

TCO ($/PC)

On-Site Support TCOAs-Is

Vista

+MDOP

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCosts


$4 $- $- $- $1

$39

$15

$0 $1 $2 $0

$1

$0

$5

$10

$15

$20

$25

$30

$35

$40

$45

SoftGrid Asset Inv Svcs DART Adv. GP Mgmt SCDEM 3-Yr License

Co

sts

($ p

er

PC

)

MDOP Implementation Costs

User Labor

IT Labor

Software

Hardware

Total Per PC

Hardware $64,000 $5

Software $468,000 $39

IT Labor $225,696 $19

User Labor $6,112 $1

Total $763,808 $64

9/26/2007

23

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSuites Comparison / Scope

Office 2007

Personal productivityCore content creation with streamlined user interface

E-mail, Personal Information Management, basic collaboration

Developer extensibility

Comprehensive toolset for business productivityMost familiar suite for information work and collaboration

Streamline processes with electronic forms

Powerful tools for managing and analyzing data

Integrated content management and workflow

Protect documents with rights management

Integrated instant messaging and application sharing

Create ―High-impact‖ content faster

Extended collaboration and mobilityEnable more efficient collaboration across geographic, organizational or network boundaries

Ensure people get information they need when they need it, whether online or offline

Valuable for mobile workers, disperse teams, project managers, and people who work with customers/partners

Access Publisher InfoPath Communicator

Integrated Enterprise Content Management

Integrated Electronic Forms

Information Rights & Policy

OneNote Groove

Outlook Word ExcelOutlook Word ExcelPower-

Point

Integrated Enterprise Content Management

Integrated Electronic Forms

Information Rights & Policy

Access Publisher InfoPath Communicator

Project Scope

9/26/2007

24

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisOffice System Suites Comparison

Office 2007

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Microsoft Office Professional Plus 2007

Feature

Ac

ce

ss

Co

mm

un

icato

r

Exce

l

Info

Pa

th

Ou

tloo

k

Po

we

rPo

int

Pu

blis

he

r

Wo

rd

Office Fluent™ User Interface Yes Yes Yes Yes Yes

New Ecma Open XML file formats Yes Yes Yes

Digital Signature support ^ Yes Yes Yes

Windows Rights Management Services

integration ^

Yes Yes Yes Yes Yes

Information management policies Yes Yes Yes Yes

Document Inspector Yes Yes Yes

Office SharePoint Server integration Yes Yes Yes Yes Yes Yes

Initiate workflow and review processes † Yes Yes Yes

Find, use, and manage information more

easily

Yes Yes Yes Yes Yes Yes

SmartArt™ Diagrams Yes Yes Yes

Save files in PDF and XPS file formats* Yes Yes Yes Yes Yes Yes

Office Themes Yes Yes Yes Yes Yes

Improved Help and user assistance Yes Yes Yes Yes Yes Yes

^ Requires Windows Server 2003 with Windows Rights Management Services

† Requires Microsoft Office SharePoint Server 2007

*You can save as a PDF or XPS file from a 2007 Microsoft Office system program only after you install an add-in. For more information, see Install and use a

PDF or XPS add-in

New or Significantly Improved Features

Office 2007

http://r.office.microsoft.com/r/rlidOOPDFXPSAddin?clid=1033




9/26/2007

25

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis2007 Office Servers

2007 Office Servers

On-premise server with AD integration

Deploy, manage and integrate clients

Relay Manager and Data Bridge

Additive CALs

- Utility Server -

No CAL Required

Collaboration portal + content management

Document lifecycle capabilities

Enterprise search enhancements

Publishing of InfoPath forms

Editing and submitting via browser

Centralized e-Forms catalog and lifecycle management

Manage projects and programs

Control resources and finances

Time and status reporting

Manage projects, programs and applications

Align portfolios with business strategies

Advanced portfolio analytics and optimization

Base CALs

E-Forms services

Spreadsheet publishing and reporting

Business data integration

Project Scope

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisFeatures (Includes Standard & Enterprise Version)

Microsoft Office SharePoint Server (MOSS) 2007

Business

Intelligence Collaboration

Search

PortalBusiness

Forms

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

Content

Management

BI Reporting & Data Visualization, Reports,

KPIs/Dashboards

Advanced Doc Mgt + Records Management,

Web Content Mgt with Policies and Workflow

Rich and Web Form front-ends,

LOB actions, Enterprise Single

Sign-On

Document Management + Messaging integration,

Offline availability

Enterprise scalability,

Contextual relevance, rich

People and Business data search

Enterprise Portal, Site Directory, My

Sites, Social Networking,

Privacy control

9/26/2007

26

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSharePoint EditionsMicrosoft Office SharePoint Server (MOSS) 2007

Project Scope

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisArchitecture

Microsoft Office SharePoint Server (MOSS) 2007

Core Services

Collaboration

Discussions

Calendars

E-Mail

Presence

Project Mgt

Offline

Operating System Services

Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

Database services Workflow servicesSearch services

Content Mgt

Authoring

Approval

Web Publishing

Policy & Auditing

Rights Mgt

Retention

Multi-Lingual

Staging

PortalMySites

Targeting

People Finding

Social Networking

Privacy

Profiles

Site Directory

Search

Indexing

Relevance

Metadata

Alerts

Customizable UX

BPM

Rich\Web Forms

Biz Data Catalog

Data in Lists

LOB Actions

Single Sign-On

BizTalk Integ.

BI

Excel Services

Report Center

KPIs

Dashboards

SQL RS\AS Integ.

Data Con. Library

Site Model

RenderingTemplatesNavigationVisual Blueprint

Storage

RepositoryMetadataVersioningBackup

Security

Rights\RolesPluggable Auth.Per ItemRights Trimming

Management

DelegationProvisioningMonitoringStaging

Topology

Config. Mgmt.Farm ServicesFeature PolicyExtranet

APIs

Fields\Forms OM and SOAPEventsDeployment

9/26/2007

27

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCost Summary

Office & MOSS (Microsoft Office SharePoint Server) Costs

Office 2007 MOSS 2007 Office 2007

MOSS

2007

Design, Engineering, & Management $ 59,300 $ 182,066 $ 5 $ 15

3-Yr On-Going Support (incremental) $ - $ 176,400 $ - $ 15

Hardware $ - $ 195,000 $ - $ 16

Software (3-year) $ 5,758,344 $ 733,064 $ 480 $ 61

Application Testing & Remediation $ 30,026 $ - $ 3 $ -

User Training $ 1,290,276 $ 232,061 $ 108 $ 19

IT Staff Training $ 44,385 $ 48,962 $ 4 $ 4

Total $ 7,182,332 $ 1,567,553 $ 599 $ 131

Total Per User

Note: licensing costs do not include SA

$-

$100

$200

$300

$400

$500

$600

$700

Office 2007 MOSS 2007

Co

sts

pe

r U

ser

Office & MOSS Costs

IT Staff Training

User Training

Application Testing & Remediation

Software (3-year)

Hardware

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Estimated allocation of time across 26 business activities (hrs

/ wk)

• Information Workers (30%)

• Structured Task Workers (70%)

Viewed product demonstrations

Productivity discussion

• Discuss issues / opportunities

• Estimated improvement in efficiency (%) due to Vista/Office/SharePoint

Calculate dollar value of the time saved

Discussed potential impact to other KPIs (key performance

indicators)

How We Estimated the Business Benefits

Business Benefits > Workshop

9/26/2007

28

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisBusiness Activity Time

Business Benefits >

12.5 10.5

8.2

1.1

1.6

0.7

16.8

22.8

0.0

5.0

10.0

15.0

20.0

25.0

30.0

35.0

40.0

45.0

Info Wrkr Task Wrkr

Ho

urs

pe

r W

ee

k

Time by Business Activity -Summary

Non-PC-Related Activities

PC Systems Management

Document-Based Collaboration

Personal Productivity

3.12.1

1.2

0.4

1.0

0.1

0.2

0.0

6.9

7.9

0

2

4

6

8

10

12

14

Info Wrkr Task Wrkr

Ho

urs

pe

r W

ee

k

Time by Business Activity -Personal Productivity

All Other PC-related Activities

User Application Development

Analysis (Excel)

Data & Information Access/collection

Document Creation

4.9

0.6

1.2

0.2

1.2

0.2

0.8

0.1

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

8.0

9.0

Info Wrkr Task Wrkr

Ho

urs

pe

r W

ee

k

Time by Business Activity -Collaboration

Other

Coordination / Project Mgmt

Workflow (document routing)

Document Collaboration

0.50.3

0.4

0.2

0.3

0.0

0.2

0.1

0.1

0.1

0.1

0.0

0.0

0.2

0.4

0.6

0.8

1.0

1.2

1.4

1.6

1.8

Info Wrkr Task Wrkr

Ho

urs

pe

r W

ee

k

Time by Business Activity - PC Management

Availability & Reliability

System UI

Security & Privacy

Mobility & Remote Connectivity

Performance

Support, Self -Help, & Learning

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisIndividual Productivity

Business Benefits > Productivity

Activity

Info

Wrkr

Task

Wrkr

Info

Wrkr

Task

Wrkr

Info

Wrkr

Task

Wrkr

Personal Productivity 32% 30% 12.5 10.5 1.0 0.3

Document Creation 25% 20% 3.12 2.10 13% 0.54 0.25

Document general layout/set-up 5% 5% 0.16 0.11 10% 0.02 0.01

Formatting documents 15% 13% 0.47 0.27 35% 0.16 0.10

Searching for functionality "how do I…" 10% 5% 0.31 0.11 55% 0.17 0.06

Creating graphics 10% 6% 0.31 0.13 55% 0.17 0.07

Typing, thinking 55% 65% 1.72 1.37 1% 0.02 0.01

Data & Information Access/collection 10% 4% 1.25 0.42 14% 0.20 0.06

Internet browsing/viewing 50% 55% 0.62 0.23 5% 0.03 0.01

Searching for documents & folders 20% 15% 0.25 0.06 50% 0.12 0.03

Collecting/combining information 20% 20% 0.25 0.08 15% 0.04 0.01

Finding/accessing/combining data 10% 10% 0.12 0.04 5% 0.01 0.00

Analysis (Excel) 8% 1% 1.00 0.09 25% 0.25 0.02

Data analysis & reporting (Excel/Access-

based)100% 100% 1.00 0.09 25% 0.25 0.02

User Application Development 2% 0% 0.25 0.01 3% 0.01 0.00

Development time (macros, VBA, Access) 100% 100% 0.25 0.01 3% 0.01 0.00

All Other PC-related Activities 55% 75% 6.86 7.88 0% 0.00 0.00

Data entry into LOB-type systems 20% 40% 1.37 3.15 0% 0.00 0.00

Managing email - non-workflow-related 15% 10% 1.03 0.79 0% 0.00 0.00

Working with other applications 25% 30% 1.72 2.36 0% 0.00 0.00

Reading, thinking, etc. 40% 20% 2.75 1.58 0% 0.00 0.00

Time % Hrs-Mins / Wk Time SavedEfficiency

Improve-

ment

9/26/2007

29

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCollaboration


Document-Based Collaboration 21% 3% 8.2 1.1 2.5 0.3

Document Collaboration 60% 60% 4.91 0.63 33% 1.62 0.21

Document collaboration (collaborative authoring,

sharing, reviewing, debating, mark-up, change

consolidation)

60% 60% 2.95 0.38 35% 1.03 0.13

Meetings (document-collab-focus) 35% 35% 1.72 0.22 25% 0.43 0.06

Document management 5% 5% 0.25 0.03 65% 0.16 0.02

Workflow (document routing) 15% 15% 1.23 0.16 28% 0.34 0.04

Workflow activities – paper-based (review,

approval, routing, signature collection)50% 50% 0.61 0.08 5% 0.03 0.00

Workflow activities - electronic 50% 50% 0.61 0.08 50% 0.31 0.04

Coordination / Project Mgmt 15% 15% 1.23 0.16 25% 0.30 0.04

Document-creation-intensive project

coordination/management (issue tracking, task

management, document status)

70% 70% 0.86 0.11 35% 0.30 0.04

Coordination of other business activities 30% 30% 0.37 0.05 0% 0.00 0.00

Other 10% 10% 0.82 0.11 33% 0.25 0.04

Reporting - Disseminating and managing

documentation/reports70% 90% 0.57 0.09 35% 0.20 0.03

Social networking (connecting people, sharing

re-usable knowledge)30% 10% 0.25 0.01 20% 0.05 0.00

Activity

Info

Wrkr

Task

Wrkr

Info

Wrkr

Task

Wrkr

Info

Wrkr

Task

Wrkr

Time % Hrs-Mins / Wk Time SavedEfficiency

Improve-

ment

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisTime Saved by Business Acitivity


Information Worker

As-Is To-Be Saved

%

Savings

Personal ProductivityDocument Creation 3.1 2.6 0.54 17%

Data & Information Access/collection 1.2 1.0 0.20 16%

Analysis (Excel) 1.0 0.7 0.25 25%

User Application Development 0.2 0.2 0.01 3%

All Other PC-related Activities 6.9 6.9 0.00 0%

Total 12.5 11.5 1.00 8%

Document-Based CollaborationDocument Collaboration 4.9 3.3 1.62 33%

Workflow (document routing) 1.2 0.9 0.34 28%

Coordination / Project Mgmt 1.2 0.9 0.30 25%

Other 0.8 0.6 0.25 31%

Total 8.2 5.7 2.51 31%

PC Systems ManagementSupport, Self-Help, & Learning 0.5 0.5 0.07 12%

Performance 0.4 0.3 0.04 11%

Mobility & Remote Connectivity 0.3 0.2 0.04 15%

Security & Privacy 0.2 0.2 0.05 24%

System UI 0.1 0.1 0.01 10%

Availability & Reliability 0.1 0.0 0.02 35%

Total 1.6 1.3 0.23 15%

Non-PC-Related Activities 16.8 16.8 0 0%

Total 39.0 35.3 3.7 9.6%

Info Workers

9/26/2007

30

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSummary of Productivity Benefits


Hrs / Wk

Hrs

Saved /

Wk

%

Savings Value

Con-

version

Factor

Ad-

justed

By User Type

Information Worker 39.0 3.7 9.6% $ 6,759 50% $3,379

Task Worker 35.0 0.8 2.2% $ 1,037 50% $ 519

Total / Average 36.2 1.7 4.6% $ 2,754 50% $1,377

By Enabling Technology

Vista 36.2 0.2 0.6% $ 330 50% $ 165

Office 2007 36.2 0.7 1.9% $ 1,123 50% $ 561

SharePoint (MOSS) 2007 36.2 0.8 2.1% $ 1,301 50% $ 651

Total 36.2 1.7 4.6% $ 2,754 50% $1,377

Value of Time Saved / Yr

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisInformation Workers


3.1

1.2

1.0

0.2

6.9

2.6

1.0

0.7

0.2

6.9

0 1 2 3 4 5

Document Creation

Data & Information Access/collection

Analysis (Excel)

User Application Development

All Other PC-related Activities

Time (Hours / Week)

Individual Productivity

As-Is

To-Be

4.9

1.2

1.2

0.8

3.3

0.9

0.9

0.6

0 1 2 3 4 5

Document Collaboration

Workflow (document routing)

Coordination / Project Mgmt

Other

Time (Hours / Week)

Collaboration

As-Is

To-Be

0.5

0.4

0.3

0.2

0.1

0.1

0.5

0.3

0.2

0.2

0.1

0.0

0.0 0.1 0.2 0.3 0.4 0.5 0.6

Support, Self-Help, & Learning

Performance

Mobility & Remote Connectivity

Security & Privacy

System UI

Availability & Reliability

Time (Hours / Week)

PC System Management

As-Is

To-Be

Comparison of time required to

conduct business activities currently

(As-Is) and with the proposed solutions

(To-Be)

9/26/2007

31

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisIndividual PC Productivity

Business Benefits > Productivity > Key Enabling Features

Activities Vista Office SharePointDocument

creation

Document general layout/set-

up

Formatting documents

Searching for functionality

"how do I…"

Creating graphics

Typing, thinking

Speech Recognition

Tablet PC enhancements

Task panes

The Ribbon Office Fluent™ User Interface

Enhanced ScreenTips

Galleries

Contextual Command Tabs

SmartArt™ Diagrams, Charting

Save files in PDF and XPS file formats

Office Themes

Word Building Blocks

Live Preview

Improved Help and user assistance

Doc Compare

Document Inspector

PowerPoint Slide

Libraries

Data &

Information

Access/collection

Internet browsing/viewing

Searching for documents &

folders

Collecting/combining

information

Finding/accessing/combining

data

Windows Sidebar

Virtual Folders

Enhanced Metadata/Tags

Software Explorer

Indexed Distributed Search

IE 7 - tabs, RSS, restore, scaling

printing

Speech Recognition

Research Library task pane (access to research, thesaurus,

translation)

Search

Data Binding / Live data connections (W)

Open XML Formats

Data Connection Library (E)

InfoPath forms

Enterprise search

Analysis Data analysis & reporting

(Excel/Access-based)

Data Visualization Tools (E)

Sorting options (E)

Rich visualization, Conditional formatting (E)

Access report design tools (Access)

Tracking Application Templates (Access)

Prebuilt database solutions (Access)

Access-SharePoint

integration

User Application

Development

Development time (macros,

VBA, Access)

Open XML Formats

All Other PC-

related Activities

Data entry into LOB-type

systems

Managing email - non-

workflow-related

Working with other

applications

Reading, thinking, etc.

Duet (SAP integration)

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCommunication / Collaboration


Activities Vista Office SharePoint

Document

Collaboration

Document collaboration (collaborative

authoring, sharing, reviewing, debating,

mark-up, change consolidation)

Meetings (document-collab-focus)

Document management

Meeting Space Markup, Compare &

Merge, Revision

Tracking, Send for

Review

Self-service provisioning

Document collaboration/libraries

Lists

Check-in, check-out; Versioning

Office integration

Alerts

MetaData

MySite

Records management

PowerPoint Slide Libraries

Enterprise portal

Workflow

(document

routing)

Workflow activities – paper-based (review,

approval, routing, signature collection)

Workflow activities - electronic

Tablet PC

enhancements

InfoPath

Office workflow

integration

Document Workflow

Web Content Management

Business process forms

Coordination /

Project

Management

Document-creation-intensive project

coordination/ management (issue tracking,

task management, document status)

Coordination of other business activities

Issue tracking

Surveys

Tasks

Presence

Discussion Boards

Meeting spaces

Other Reporting - Disseminating and managing

documentation/reports

Social networking (connecting people,

sharing re-usable knowledge)

Excel integration

Business Data Catalog

Social Networking (Wikis, Blogs, Profiles)

9/26/2007

32

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisPC Systems Management


Activities Vista Office SharePointPerformance Processor/HDD response time

PC start-up, shut-down, resume

Fast start-up, shut-down, sleep

ReadyBoost

SuperFetch (Smart Caching)

Policy-based quality of service for networking

Availability &

Reliability

Recovering from crashes/conflicts

Rework due to lost work

Windows Diagnostics & Repair

Higher Quality Code / Testing

Device Mgmt - Safer driver verification

Reboot Free SW Installs/Updates

Application and Document

recovery, AutoRecover,

Repair and Extract,

Application Error

Reporting, Safe Mode

Security & Privacy Security pre-cautions

Virus, adware and other security issues

Intrusion, unauthorized use, data loss

User Account Protection

Network Access Protection

Hardening

IE 7 (Low Rights, Anti-phishing)

Windows Defender

Firewall improvements

Restrict Permissions

Document inspection

Document encryption

Member management

Mobility & Remote

Connectivity

Remote & wireless connectivity, Network

issues

Laptop shut-down, start-up, wake/resume

Time managing/accessing files for off-line

use

Single sync

Improved Wireless Management

Improved Power Management

Improved Tablet PC capabilities

Network discovery & switching

Tablet PC capabilities

Desktop Usability,

Productivity, &

Efficiency

User Interface navigation

Change OS settings, preferences

Navigation (Flip 3D, Start, Live Previews)

Visuals - AERO, Compositor/Animations

Tablet PC Enhancements

Search

Support, Self-Help,

& Learning

Support time (helpdesk)

Resolution lag time

PC upgrade; OS re-install

Install SW, patches, peripherals, drivers

Self-help - OS "how-to" questions; Peer

support

Windows Diagnostics & Repair

Configuration (Imp Ctrl Panel, Help & Support

Center, Wizards)

Improved Remote Assistance

Improved self-help

Indexed search

Supports future hw/sw/services

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisPotential Impact on Business KPIs

Business Benefits > Key Performance Indicators (KPIs)

Business Objective KPI / Metric Laggard

World

Class As-Is To-Be As-Is To-Be Key Enablers

General Business Effectiveness

Decision-Making Speed /

Reaction Time to Market

Event/Opportunity

Days to accumulate information,

analyze, collaborate, decide, plan

(for collaboration-intensive

decisions)

10.0 5.0 30% 40% 8.5 8.0 All personal productivity & collaboration

Information Availability% of desired information readily

available0.6 0.6 30% 35% 0.6 0.6

Search, MOSS, access integrated

throughout Office

Information Quality% of analytical data with single

trusted access point0.3 0.8 30% 35% 0.4 0.5

Single/trusted/authoritative source for

documents and some data/reports will be

SharePoint; check-in/check-out; versioning

Platform

Records Compliance

(centralized content control)

% of electronic content (shared

documents, reports, web content,

email) that is controlled (retention,

security, reuse, storage) centrally

0.3 1.0 30% 35% 0.5 0.5 MOSS document retention policies

Application delivery agilityTime (days) to deliver applications;

time to start delivery15.0 5.0 50% 70% 10.0 8.0

SoftGrid - avoid coexistance testing; avoid

most manual installations

User desktop experience

satisfaction% of users that are highly satisfied 0.3 1.0 80% 85% 0.8 0.9

SoftGrid, DEM, Vista reliability, productivity

application capabilities

Security# of vulnerabilities (reduce attack

surface)50.0 42.5 73% 78% 55.5 55.9

Service hardening, encryption, IE protected

mode/anti-Phishing, UAP; Restrict

Permissions

Specific Business Process Examples

Mergers & Acquisition

Analysis Speed

Months to complete analysis,

workflows, due diligence,

regulatory approvals, legal docs,

etc.

5.0 3.0 50% 60% 4.0 3.8Document collaboration; workflow; individual

productivity

Project management

effectiveness

% of document-intensive projects

that complete on-time / on-budget0.5 0.7 30% 35% 0.6 0.6

Single source for project documentation,

dashboards, reports (MOSS)

Sales-based document

collaboration EfficiencyTime to respond to RFP 10.0 5.0 30% 35% 11.5 11.8

Document collaboration; workflow; individual

productivity

Industry KPI

Values

Customer

Percentile KPI Value

9/26/2007

33

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Agenda

1. Project Overview


3. Windows Vista





1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Infrastructure• Vista

• SA

• MDOP

Productivity• Office 2007

• SharePoint

(MOSS)

Costs Versus Benefits

Summary of Results >

$370 $-

$335

$31

$1,007

$3,636

$626 $729

$-

$500

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

Costs Benefits Costs Benefits


Co

sts

& B

en

efi

ts (

pe

r P

C)

3-Year Costs Versus Benefits

Costs

User Productivity

Other IT Benefits

IT Labor

Costs Benefits Costs Benefits

IT Labor $ 4,434,160 $ -

Other IT Benefits $ 4,018,014 $ 370,988

User Productivity $ 12,079,718 $ 43,627,762

Costs $ 7,509,095 $ 8,749,885

Total $ 7,509,095 $ 20,531,893 $ 8,749,885 $ 43,998,750


9/26/2007

34

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSummary of Costs and Benefits

Financial Analysis

Direct

Benefits

Only All Benefits

Costs $ 602 $ 626 $ 729 $ 1,355

Benefits $ 704 $ 1,711 $ 3,667 $ 5,378

Net Benefits $ 103 $ 1,085 $ 2,937 $ 4,023

Payback Period

(months)31 13 7 9

Return on Investment

(ROI)*17% 173% 403% 297%

Discount Rate 10%

NPV $ 3,257

Internal Rate of Return

(IRR)324%

Productivity All

Infrastructure

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisSummary of Costs and Benefits

Financial Analysis

Licensing pricing is based on Select Agreement (piece-meal) not EA pricing

Licensing pricing is only approximate

“SA Features” does not include the value of Upgrade Rights

Costs (3-Yr Total)Vista

Business SA Features MDOP Office 2007 MOSS 2007 Total Infrastructure Productivity

Hardware $ - $ - $ 5 $ - $ 16 $ 22 $ 5 $ 16

Software $ 60 $ 261 $ 39 $ 480 $ 61 $ 900 $ 359 $ 541

IT Labor $ 218 $ - $ 19 $ 11 $ 34 $ 282 $ 237 $ 45

User Labor $ 24 $ - $ 1 $ 108 $ 19 $ 151 $ 24 $ 127

Total $ 301 $ 261 $ 64 $ 599 $ 131 $ 1,355 $ 626 $ 729

Benefits (Annual)Vista


IT Labor $ 45 $ - $ 78 $ - $ - $ 123 $ 123 $ -

Other IT Benefits $ 59 $ 53 $ - $ 10 $ - $ 122 $ 112 $ 10

User Productivity $ 269 $ - $ 67 $ 561 $ 651 $ 1,547 $ 336 $ 1,212

Total $ 372 $ 53 $ 145 $ 572 $ 651 $ 1,793 $ 570 $ 1,222

Total 3-Year Costs vs. BenefitsVista


Costs $ 301 $ 261 $ 64 $ 599 $ 131 $ 1,355 $ 626 $ 729

Benefits $ 1,117 $ 158 $ 436 $ 1,715 $ 1,952 $ 5,378 $ 1,711 $ 3,667

Net Benefits $ 816 $ (103) $ 372 $ 1,116 $ 1,821 $ 4,023 $ 1,085 $ 2,937

ROI 271% -39% 585% 186% 1394% 297% 173% 403%


9/26/2007

35

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. AnalysisCAL Suites Comparison

Client Access Licenses

SQL (optional for

an additional

charge)

Communication, Collaboration andCompliance

Presence and synchronous communications (IM)

Unified messaging and compliance

Information rights management

Client and server real time monitoring & updates

On-premise Web conferencing

Client, server and edge security

Web-based forms solutions

Business data connectors

Foundation for IT Infrastructure

Platform, group policy, identity, security

E-mail

Systems management

Enterprise portal and search

Team collaboration sites

Enterprise content management

Security Subscription Suite

Exchange Server Enterprise Edition

Windows Rights Management Services

Desktop Microsoft Operations Manager

Office “Live” Server

Office “Live” Enterprise

Office SharePoint Server

Windows Server

Exchange Server Standard Edition

Systems Management Server

Office SharePoint Server

Project Scope

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Average annual license

cost over 6 years

Assumes licenses will be

purchased twice for the

"License Only" option

Prices are only

approximate

Comparison of Licensing Options

Financial Analysis

Source of licensing data: Microsoft

$-

$50

$100

$150

$200

$250

$300

$350

$400

EA License Only (2x) License + SA

Avg

. Co

st p

er

PC

pe

r Y

ear

Licensing Option Comparison

9/26/2007

36

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Contains all inputs, assumptions,

calculations, data sources, analysis, and

results

No hidden formulas, etc.

Workbook inputs can be modified

• Formulas/analysis are locked and cannot be

modified

The Excel Workbook

Analysis

1. Overview

2. Maturity

3. Vista

4. SA

5. MDOP

6. Office

7. Analysis

Thank You

Andy Hall

HCR - Hall Consulting & Research LLC

Office: (412) 344-5103, Mobile: (412) 427-4106

[email protected], www.hallcr.com

The information provided in this study is “as is” with the understanding that there are no representations or warranties of any kind

either express or implied. Hall Consulting & Research LLC (HCR) and its suppliers disclaim all warranties including, but not limited to,

implied warranties of merchantability or fitness for a particular purpose. HCR and its suppliers do not warrant or make any

representations regarding the use, validity, accuracy or reliability of the tools or the results of the study. In no event shall HCR or its

suppliers be liable for any damages, including those arising as a result of HCR or supplier negligence, whether those damages are

direct, consequential, incidental, or special, flowing from your use of the results of the study or tools provided during the study, even if

HCR or its suppliers has been advised of the possibility of such damages.



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