Transcript CRM and other Products

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
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

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
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
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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
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Dynamics CRM
Minimum
Certification
Requirements
Dynamics ERP
Minimum
Certification
Requirements
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