UC Business Value Tool v4 Overview October 2009 Microsoft Corporation Overview • Objective − The tool helps you develop a custom business case for your customer‟s organization to help justify UC investment • What‟s New in v4 − Addition of Exchange 2010 − Options to choose Exchange 2010 and Exchange 2007 − Simplified user interface − All basic questions to conduct an analysis are listed on „Input Tab‟ − Improved „Discovery Questionnaire‟ to collect information from customers − Integration with Business Value Assessment (BVA) − The UC Business Value Assessment provides guidance, resources and training to help you deliver 40 hour engagement for your customers. − Visit the Partner Portal > BVA page to learn more. Getting Started with the BV Tool Step 1 Steps 2 and 3 Step 4 1. Complete the basic customer information 2. Input data collected during customer interviews 3. Adjust the assumptions to finalize the financial model 4. Create a report for a final presentation Before You Begin • The tool is in Excel 2007 format. The customer ready reports will be generated in Word 97-2003 format. • Make sure that you have macros enabled, or the tool will not work. • You can download current exchange rates on the start page. This takes 20-30 seconds. • All assumptions are editable. Work with your customers to adjust the value. • You may share the tool with the customers only after the licensing page is complete. Tool Setup (1/2) • Microsoft or Partner sales personnel to complete Tool Setup (2/2) • Fill out the required fields Start an Analysis • Complete entries • Click on “Next” button Basic Inputs Section (1/3) • Fill out the General Information section Basic Inputs Section (2/3) • Fill out the Product Information section Basic Inputs Section (3/3) • Fill out the Benefits section − Check the benefits that you would like to include − Use the Hide/Show buttons to edit the inputs Results Section (1/3) • Review the summary results • Adjust the discount rate, benefits and TCO Results Section (2/3) • TCO tab shows the detailed TCO comparison • Go back to “Inputs” section to enter total current annual TCO. Use the % inputs to allocate the total. Results Section (3/3) • Compare Hosted and On-premise TCOs Advanced Inputs Section (1/4) • Review future deployment plans and enter detailed cost information • Only relevant workloads & questions appear Advanced Inputs Section (2/4) • Fill out all tabs to make the analysis more accurate Advanced Inputs Section (3/4) • Select Update Costs to enter detailed Cost information Advanced Inputs Section (4/4) • Update the design and cost information to make the analysis more accurate for your customer Create Reports • Click on “Create Reports” button • Allow the tool to run for a few minutes • Two documents will be populated based on the input − Business Case Document (Word doc) − Business Case Slides (Presentation) • Review the reports for accuracy and include additional information as necessary Sample Reports Word Document Presentation Call to Action • Familiarize yourself with the tool − Watch the BVA training module 4 (Access the training here) − Read the user guide − Review the sample reports • Use the tool in your customer engagement − A questionnaire is available for customers who like to review questions prior to using the tool © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.