CRM and related products Over 60% of new CRM customer adds are Online Analytics Centralized Data Mgmt Relational Searching & Reporting Robust Security Model MS Stack Business Integration Workflow Microsoft Stack Invest Once, Deploy Multiple Applications Permuta Technologies US Federal Ryan Millett - CEO David Milton - CTO Solution Defense Ready • Force mobilization preparation and management Growth • Works in partnership to address the specific needs of our DoD agencies. • Building their P2P model by working with other MS partners (ex: HP), to build the right total solution to win business Mid-America Consulting Group Health & Human Services Andrew Banks, CEO John Malcolm, Practice Lead Proactive Sales Efforts Dedicated Practice Responding to RFP’s Growing Existing Customers Erie County, NY NY OPWDD Higher Educations Dana Hamerschlag, Director of Product Management Imbedded ISV CRM 100 New Recruiter Customers in Less than 12 Months 150 Plus Active Opportunities Value add to Existing Customers Customer for life 2,300 Live Institutions (ERP & SIS) Large Users Group Conference Customers are Dedicated to Datatel Healthcare Industry Suzanne Williams, Practice Leader Dedicated Sales Team CRM and AX Healthcare Solutions Driving Pipeline & Wins www.healthcarecrm.com Chronic Condition Management Physician Relationship Management Recent Example of Momentum Avanade CRM for Healthcare Providers Better care. Better outcomes. Realized. University of California San Francisco Medical Center Cancer Treatment Centers of America Government Education Health $513.37 , 45% $410.94 , 36% $1.14B Market 3yr CAGR = 6.8% $214.81 , 19% Enterprise = $590M Breadth/Volume = $548M Transformation Drivers Shrinking budgets and revenue Manual, disconnected, redundant and paper based environments Rigid and expensive legacy, custom developed systems Citizen, student and patient expectations for more responsive service Increasing pressure to be more accessible and user-friendly Lack of transparent and high quality information Totaling More than 18,000 Public Sector/Not-for-Profit Organizations Helps Public Sector Organizations Embrace the Dynamic Business Vision Powerful - Enabling organizations to achieve operational efficiency faster Purposely Built for the Business of Government Improves Delivery of Citizen Services Empowers People to be More Productive Agile – Responsive to citizen needs and legislative mandates Adapts Easily to Evolving Constituent Needs Addresses Legislative Mandates Supports Transparency and Open Government Simple - RoleTailored user experience provides instant insight and increased productivity Familiar Microsoft User Experience is Easy to Learn and Intuitive to Use Simplifies Information Sharing & Enables Team Member Collaboration Increases Accuracy & Accountability Federal Oracle, Lawson, SAP and industry specialists provide the greatest competition SLG High Ed K-12 Health Oracle Lawson SAP Infor Sage Agresso Government Higher Education Healthcare CGI, Tyler (local) Ellucian Kuali, Workday McKesson, Siemens SunGard, New World, Intuit, Harris Corp green = leader; yellow = player; red = not relevant Datatel, Jenzabar, CampusVue, Empower, Three Rivers Systems Cerner, Eclipsys, Epic Systems, MEDITECH 69% EXPECTING OR EXPERIENCING PROJECT DELAYS Source: Microsoft research across 400 public sector organizations across government and education Government Education FY13 US Market Forecast $2,240 , 48% $3,731 , 15% $1,559 , 33% $884 , 19% $11,795 , 46% $4,684 , 18% 3yr CAGR = 6.8% $2,765 , 11% $2,045 , 8% Enterprise = $2,111M $532 , 2% Manufacturing Public Sector Financial Services Retail Professional Services Other Volume / Breadth = $2,572M Health • Boost transparency, responsiveness, and accountability • Streamline processes • Enhance data analysis and self-service capabilities • Increase city-wide access (including citizens) to information • Using Microsoft Dynamics AX 2012, they unified operations, improved manageability, and reduced IT workload • Government-specific capabilities for accounting, budgeting, multi-year project reporting & grants management • Upgrades to Microsoft Office 2010, SharePoint 2010 and Windows 7 • Reports in Tailored-Role Centers provide users the specific data they need • Shared spreadsheets and databases improve data consistency, reduce redundancy • Easy-to-use self-service capabilities frees Finance for more strategic work • Automated workflows increase efficiency, improve “The government of the future is always looking to better connect with the community on-time performance and provide improved and more efficient services. Microsoft Dynamics AX 2012 is one great tool that will help us get there.” —John Marchione Mayor, City of Redmond • The Bureau of Identification • This opportunity was released Won the hearts and minds of the functional community and delivered value to the business owners. Provided a very quick time to market solution with robust functionality that had high appeal over in-house custom development. Established a configurable solution within the Illinois State Police that can be easily expanded to process other fee transactions. needed an automated system to as an RFP by the Illinois State track, monitor and collect fee Police seeking a custom transactions while providing the developed workflow based Bureau of Identification and all transaction processing solution. customers with current and • After analyzing the RFP, Crowe accurate account information Horwath LLP, determined that via a web portal. Dynamics AX 2012 provided • Shrinking staff size and approximately 80% of the increases in requests is forcing functionality out of the box the BOI to improve automation along with an ideal framework and reduce their internal for building the remaining processing time by reducing the functionality. number of days to send This opportunity also provides another important Microsoft Dynamics AX 2012 public customer statements and improving the audit capabilities. sector reference with a solution that can be replicated for many other governments. In a time with constricted government budgets, this solution enabled Illinois State Police to increase and automate fee collection while better servicing the justice and public safety community who relies on their prompt and accurate service capabilities. Education Industry Pat Langowski NA Sales Director Dedicated Sales Team Dynamics ERP in Education Driving Pipeline & Wins University of Washington – first AX2012 client in Education Several POS/Retail implementations across the country in education Recent Example of Momentum UW CIO Evangelizing AX Regular Rhythms with the ATU team UW speaking her at Convergence Becoming a Microsoft Partner Dynamics Partner Path To Success Know Your Opportunity Sign up for MPN Primary Entry Point Sign-up Network Member Microsoft Pinpoint Profile Company Customer Start to find you Make Your Commitment Sign Paperwork Solutions Provider Agreement Partner Registration Agreement Certified Software Advisor Dynamics CRM Minimum Certification Requirements Dynamics ERP Minimum Certification Requirements Study and Take Exams Study and Take Exams Close Deals