Speaker Notes for: Introducing O12 System_EBC_Short

Notes Match deck:

Content Owner: Barbie Stafford

April 12, 2006 V3

Slide # Objective Talking Points

6 2007 Office
system timeline
7 New world of
work
Technology innovation doesn’t take place in a vacuum. The agile business
deploys technology in response to changing conditions in the market, the
workforce, the economy and society at large. While some aspects of the future will
always remain uncertain until they happen, other trends clearly point toward the
broader conditions and challenges that will define the business landscape in the
coming five to 10 years.
Economic transformation: The transformation from a manufacturing-based
economy to a services-based economy now underway throughout the developed
world will accelerate. As cost pressures drain profitability away from activities that
can readily be automated, outsourced or offshored, competitive advantage will
accrue to those who can drive value with ideas: intellectual property, process
innovation, strategic insights, and personalization of services. In this environment,
winning organizations will find new ways to empower information workers with
tools that amplify their human talents, connecting them organically to an
information infrastructure that allows them to understand their role in the context
of larger strategic objectives, find and collaborate with the right people, and make
the best use of available data in their decision-making and work activities.
One World of Business. Political and economic dynamics are forging a single
global market, a global workforce, global customers, partners, and suppliers.
Collaboration across time-zones, across organizations, across firewalls will be
commonplace. Organizations will be challenged to maintain the security and
confidentiality of their IP in an environment of increasingly collaborative innovation
and a nomadic global workforce of mobile and at-home employees, engaged
through a variety of non-traditional employment arrangements.
Always On, Always Connected. The challenges of the “always on, always
connected” world will be converting information into insights; managing time and
staying focused on high priority tasks; finding the right information and connecting
with the right people in an organization via the best channel; staying on the same
page as colleagues; and managing the balance between work and family life.
These kinds of challenges require a new generation of information work tools:
ones that simplify rather than complicate, and automate many of the low-level
tasks and decisions that currently clutter the lives and waste the time of
information workers.
The Transparent Organization. The systems that make organizations more agile
also make them more accountable. Governments, markets and consumers are
demanding visibility into internal processes to ensure that businesses are acting in
compliance with their legal, fiduciary and public responsibilities, and that the vast
warehouses of personal data being collected are not being used to compromise
privacy rights. Balancing compliance responsibilities with confidentiality has
already proven to be a tricky and costly proposition. New technologies can help by
giving organizations finer-grained control over the collection, management and
security of their internal data in ways that are less burdensome on the business.
The result will not only be enhanced ability to manage in a regulatory climate, but

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 also better insights into organizational processes: insights that can be used as
feedback for continuous process improvement and optimization.

8 Office System As the ground shifts under organizations in the new world of work, it only makes
Capabilities sense that the tools information workers use in their jobs should evolve to meet
new needs and provide new capabilities. The traditional authoring, analysis and
communications tools remain relevant, but are no longer “good enough” on their
own to enable information workers to maximize their contributions or adapt to the
onslaught of new data.
Already, information work solutions are becoming more deeply integrated with
network infrastructure, better able to support critical capabilities like information
rights management, and expanding to provide richer communication and
collaboration channels for teams and organizations. Looking ahead to the next
few years, we see opportunity in organizations of all sizes to maximize employee
and workgroup impact, connect effectively with customers and partners, enable
informed and timely decision making, and manage and protect information in
today’s corporate environment. Microsoft is focusing on five major areas to
provide workers and organizations with the means to compete and win in an
environment of accelerated change.

Key points:
• Three big organization-wide areas of investment: Enterprise Content
Management, Communication and Collaboration and Business
Intelligence
• We see benefits of the integration of capabilities of these markets
and the market convergence happening around these
• One of the keys to get full value of these capabilities is the individual
– where customers have failed to get full benefits from these types of
systems is tied to getting users to adopt the usage and business
process changes.
• Underlying this is the ability to build and extend solutions and
fundamental elements of manageability, reliability and security
Key take-aways
• Enterprise focus with emphasis on empowering the individual
• Taking an end-to-end solution view from individuals working in
familiar Office programs to enterprise servers providing capabilities
to address organizational needs to “cloud services” providing
capabilities or assistance to users.
• Long-term commitment – not a one release focus

Increase Individual Impact

Objective:
Increase employee self-sufficiency and effectiveness
Emphasize:
We will continue to invest in providing tools for individuals to be productive and
effective.
We will be working to make individuals more self-sufficient by enabling them to
perform more sophisticated tasks themselves and providing more self and
community-based help options.

Communication & Collaboration

Objective:
Simplify Working Together
Emphasize:
We will continue to invest in team effectiveness and will be expanding this to
include integrated communications and the ability to work easily with partners and

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 customers.

Enterprise Content Management

Objective 1:
Streamline Content Management
Emphasize:
We will expand what we provided in Wave 2003 of the Office System for
document management to allow better policy management of content across the
organization.
We will be making sure we keep the overhead of document management to a
minimum and that we make it simple for end users to participate in document
management processes.
Objective 2:
Streamline processes
Emphasize:
For corporate developers, we will be delivering a platform on which they can
easily build and deliver rich solutions that incorporate workflow, business system
integration and Office client familiarity.

Business Intelligence
Objective:
Improve business insight
Emphasize:
We will make it easy to find, analyze and use the expertise and data hidden within
an organization and its business systems to make better informed decisions
personally and within a team.

Fundamentals
Objective:
Make it secure, reliable and easier to deploy
Emphasize
We have made great strides in the last few years on the security, reliability, and
deployment of Office, and we will continue to invest in these fundamentals.
We are making investments in establishing a digital connection with customers,
making deployment and patching simpler and providing software that is secure by
design and by default.
2007 Microsoft Office suites will support Windows XP SP1+ for clients and
Windows Server 2003 & SQL 2000 and later for servers.

9 Individual Impact • Office 2003 delivered major advances in the area of personal productivity,
especially around email management and note taking.
• Microsoft is investing heavily in increasing employee self-sufficiency and
effectiveness through modern tools and work products.

10 Individual Impact Increase Employee Self-sufficiency And Effectiveness

• There is still a lot of headroom to make individuals more effective outside of
the team and organization-level processes that we’ll get into in the other
themes.
• 2007 Office system includes advances in usability, document production,
mobility and personal information management, including task management.

• We will first take a look at what we are doing to improve usability with the
new results-oriented users interface.
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 NOTE: The ability to access SharePoint sites offline with Outlook requires
Windows SharePoint Services 3.0 – this will be available as a free download
to all Windows Server 2003 users at Office 12 GA

11 Individual Impact One View Of Time And Tasks

• 2007 Office systems includes major advances in personal information
management, including time and task management.
• Outlook 2007 is a full personal information management and time
management system. This includes improved task and time management as
seen above. When a user flags an email for follow up or inputs a new task, it
will appear on the calendar. Users have an interactive way of working with
these items and can drag them onto the calendar to block off time, move
them to another day or mark them as complete. This system keeps users’
daily priorities in front of them at all times.
• Employee’s Outlook 2007 calendars show the tasks assigned to them from
work in Microsoft Office Project. They can also report time and progress
against Project directly from their calendar.

12 Individual Impact Easy Task Creation

Outlook 2007 is committed to being users’ time and information management
solution. It will provide users with a tools that allow them to instantly locate,
prioritize and share important E-mail, calendar information, contacts and tasks.
Here, you’ll see the new Outlook 2007 user interface which includes a pane on the
right called the “To-Do Bar.” When you right click on an email you have the chance
to flag it for follow up, just as you could in Outlook 2003. However, in Outlook
2007, this action creates a task in the To-Do Bar so that you have a persistent
view of your daily tasks at all times. You’ll also see that the To-Do Bar gives you a
date calendar for quick reference and a view into your next meetings or
appointments.

• “Outlook 2007 calendar and To-Do Bar can also display assignments from
Microsoft Office Project 2007, which enables easy time and status reporting
from this familiar interface.”

13 Individual Impact Search in Context Within Outlook

14 Individual Impact Professional-looking charts that are easy to create

Quickly create professional-looking charts using fewer clicks using the charting
tools in the new user interface. Communicate your analysis within professional-
looking charts that contain special effects such as 3D, soft-shadowing and anti-
aliasing. Format axes, titles and other chart labels using the charting tools in the
new user interface.

Create and interact with charts the same way, regardless of the application you
are using, because Excel 2007’s charting engine is shared across 2007 Microsoft
Office system.

15 Individual Impact Server-based PowerPoint Slide Libraries

Slide Library Description
New tool to manage, share and re-use PowerPoint slides
Example
“Tag” and store slides from previous presentations that you would like to reuse at

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 a later date
Select slides from multiple presentations to send to others or reuse in a new
presentation
When a slide that you have inserted from another presentation changes, you are
prompted to update your presentation with the latest changes

Send to PowerPoint
Slide Thumbnails
Usage tracking

16 Results Oriented We have been studying the usability of our products intensively for years:
user interface
• Since Office97, we have engaged 5000+ people in evaluating the
usability of Office
• If you wanted to watch the tapes of every usability lab study we’ve
done on Office2000, XP, and 2003, it would take you over 3 years
• For Office2003 alone, we spent 3500+ hours observing people use
our software in their workplaces and in our labs
• If printed, the reports written describing how users will perform with
Office2003 would cover 103 football fields.

Chief conclusions:
The existing system of using menus, toolbars and task panes to organize and
present program features and commands no longer works as well as it needs to
for programs like Word, Excel, PowerPoint and Access. These applications are
large, feature rich and are used for a wide variety of purposes by everyone from
middle schools students, to grandparents to business people and other
professionals.

We can see this in our testing and we see it in other places as well:
Users consistently request features that are already in the products – features are
too hard to find.
Word 1.0 had about 100 commands, Word 2003 has over 2003 – too many to sort
through when you make them all available at the same time

We made some minor advances in Office 2003 with the reading pane, expanded
use of task Panes. And we invested in Office Online to provide a continually
improvable help system in conjunction with Content Watson (help user feedback
system)

Our design goal with the new User interface is simple – make it easier for users to
find and use the right command to get the results they want. We want to make
Office easier to use.

17 Results Oriented Improve the way everyone does work

user interface Key points:
• Results-oriented design
• The new UI is called results-oriented because we shifted our focus to
thinking about what we could do to make it easier for users to achieve the
results they wanted, rather than concentrating on how to implement features.
This is a profound change in orientation.
• Galleries are a good example of this. They make it easier to use commands
by presenting a selection of potential results that users can easily browse
and select.
• The new way UI makes it easier for users to stay focused on what they want
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 to accomplish rather than on trying to figure out how to get the program to do
what they want it to do.

• Making features easier to find

• One big consequence is that commands are no longer organized into a
standard set of traditional menus. (this lead to such anomalies as needing to
go to the VIEW menu to insert a footer into a document. Instead we
organize commands based on the things that people want to do in the
programs. Like Write, Review, work with Formulas etc. Doing this makes it
easy for users to find the commands they are looking for. All the commands
available for accomplishing one of these tasks are available in a rich
graphical way on the Tab associated with that task.
• Specialized features that are only useful when editing certain objects are
kept out of the way until they are needed. This reduces the number of
choices users must sort through when looking for a command. When the
user click on a table for example, the tabs that contains all the commands for
laying out and formatting tables appears.
• As a results Users will have a much easier time exploring the program,
discovering new features.

• Making features easier to use

• Galleries act as an shortcut to advanced editing and formatting commands
that until now had been “locked up” in complicated dialog boxes that many
users are uncomfortable using. By providing a “pick and click” way to use
these features, the new galleries simplify using the programs to get the
results users want.
• The Live preview capability previews the results of selections made from
Galleries so users have an easier time seeing what will happen when they
make their selection. This increases users confidence in using features they
may not have been comfortable with in the old UI.

18 Results Oriented Making it easier to find commands

user interface
19 Results Oriented Making it easier to find commands
user interface Another important way that we are making it easier to find commands is by not
trying to make all commands available at the same time. The problem with
making all commands available at the same time is that it gives the user too many
commands to sort through to find the one they are looking for. Replacing the
menus, tool bars and task panes with the “ribbon” helps. Contextualizing
commands helps even more.

Contextual tabs contain features and commands that are only applicable when
certain objects are selected for editing. In this screen shot you see an “IGX”
graphic that has been selected for editing. The “IGX Graphic Tools” Contextual
tab appears and alerts the user that a specialized set of commands are available
for working on that object. The great thing here is that the user does not have to
go looking for those commands, they are presented when they are needed.

Most objects in the Office applications have “contextual tabs” associated with
them e.g., tables, pictures, charts, shapes, text boxes etc.

Something else to note about this slide is that the Tabs displayed on the “ribbon”
are not exactly the same as the Tabs you just saw in Word. This goes back to
how we organized the commands in the new UI. The activities users undertake in
PowerPoint are different than in Word and so we grouped commands in the way
that made most sense for those activities. Again this is part of making it easier to
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 find commands.

20 Results Oriented Making it easier to use features

user interface Galleries are an extremely important component of the new UI that make many of
the advanced capabilities of Office much easier to take advantage of. Galleries
present the user with a set of potential results to choose from. Rather than
struggling to figure out how to “operate” a dialog box the user can simply browse the
available options an click on what they want. In previous versions, users would need
to navigate a sometimes complex set of dialog boxes to accomplish advanced
formatting and layout tasks. Galleries make it much easier to use the capabilities
that had been “locked up” in complex dialog boxes. You can’t see it in this
screenshot, but as the user “mouses over” the options presented in the gallery the
results are previewed in the users work just as if the option had been applied. When
you like what you see – click – and you get it.

Galleries appear throughout every application. For many users they will reduce the
need to interact with dialog boxes. But the dialog boxes are all still there, because
some users appreciate the fine level of control dialog boxes give over how many
features work. They are now actually easier to access. Note the “Picture Positions
Options” text at the bottom of the gallery – clicking on this will bring up the dialog box
for adjusting the positioning and text wrapping features.

21 Results Oriented Create Powerful, Persuasive Documents

user interface Here is a look at Excel 2007. Note again that the Tabs are specific to the activities
that you do in Excel. Hence you see Tabs for Sheet instead of Write or Slides, and
you see Tabs for Formulas and Data because these are areas of activity that are
particular to Excel.
The Graphics engine in 2007 Office has been substantially updated (you’ll see of
this is a couple of slides). The upgraded graphics engine introduces an exciting
new set of capabilities that will enable users to produce outstanding results. We
would have had difficulty in presenting these new capabilities in the old-style UI,
and it would have been difficult for users to take advantage of them. The new
User interface provides new ways to present these capabilities – using “contextual
tabs”, Live previews and galleries, that make it much easier for users to find and
use these new capabilities.

The combination of the new UI and new capabilities make it easier for users to
produce excellent results with a minimum of effort.

22 Results Oriented Aids to user transition – managing change

user interface We understand that make such profound changes in the Office user interface
represents challenges for Office users and the organizations that support them.
We are not undertaking this change lightly and hope that what you have seen in
this brief introduction has helped you appreciate that these changes are not
cosmetic but are the results of deep careful thinking about how we can make
Office easier for customers to use. We have studied the usability problems
inherent in making feature-rich, complex authoring applications fully usable by
our customers. To illustrate this point:

• Since Office97, we have engaged 5000+ people in evaluating the

usability of Office
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 • If you wanted to watch the tapes of every usability lab study we’ve
done on Office2000, XP, and 2003, it would take you over 3 years
• For Office2003 alone, we spent 3500+ hours observing people use
our software in their workplaces and in our labs
• If printed, the reports written describing how users will perform with
Office2003 would cover 103 football fields.

We are continue this level of research into the usability of the new UI as we wrap
up development and move into beta testing. The learnings we derive from this
research will guide us in making adjustments and developing training and other
materials to help our customers make the transition to the new UI.

It is worth noting that at last tally about 80% of users that have tested the new UI
in our usability labs believe they will be more productive once they have gotten
comfortable with the new UI. (as of 10/11/05)

Helping user learn the new UI

We have redesigned Tooltips to provide a much greater level of detail about what
commands do. Tooltips are now much larger and can accommodate graphics
and help text that describes the command and what it is for. Users will be able to
learn much about what they can do with Office just by browsing the “ribbon”.
The new Tool tips will also include links to more extensive help via the help
system.

Specific content is being developed for Office Online to introduce users to the
new UI. We will start making online training available at our first beta release.
Because this content is connected to our Content Watson system we will be able
to assess how effective it is and incorporate feedback into improving it.

MS Learning is developing e-learning courses that will be available to enterprise

customers via their Software Assurance agreements.

We are producing materials that will make it easier for in-house training
organizations to produce customized courseware. This will be delivered as a set
of PowerPoint templates.

Finally it is important to note that 2007 Office has been designed so that existing
add-ins will continue to function normally. Toolbars and menus added by the
add-ins will appear under a separate “Add-in” tab that is displayed when an add-
in is detected.

Extensibility
The new UI is designed to enable add-in developers, whether in house or third-
party to fully integrate their applications into the new UI. They can add their own
tabs, add commands to existing tabs or add addition groups of commands to
existing tabs. They can even create their own galleries.

We welcome your feedback about how we can help your users make the
transition to the new UI.

23 ECM
• The sheer volume of electronic content in organizations has created a need
for better ways of creating, managing and auditing information in order to
improve information worker productivity and reduce litigation risk caused by

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 unmanaged content
• Several compliance regulations like SOX, HIPAA etc. require that an
organization keeps it’s records for a specified period of time.

• Office 2003 delivered some key capabilities that begin addressing these
issues, especially through document libraries and integration with
Information Rights Management.

• Office 12 ECM capability builds on Office 2003 by delivering the ability to

manage the complete lifecycle of a wide range of content including
documents, records, web content, e-mail and more on a unified platform built
on the next version of the widely adopted Windows SharePoint Services
foundation.
• Our ECM offering is easy to use with tight integration with Office that makes
ECM a natural extension of the content authoring process.

24 ECM Streamline processes and content management

Integrated Capabilities for entire lifecycle
Microsoft’s ECM offering has an integrated set of capabilities to manage the entire
lifecycle of a wide range of content from creation to expiration. This includes the
ability to do simple document management with check-in/check-out and workflow
capabilities to policy based records management to publishing web content on
high fidelity, scalable internet sites. For example analysts in a Capital Markets
organization can collaboratively create an equities research document, secure the
required approvals, set a policy on when this report should expire and then
publish it to the web for consumption by it’s clients.

Designed for Broad Adoption

A key to success for an organization’s ECM strategy is the extent to which end
users adopt it for their everyday use. Microsoft’s ECM offering is built on the
familiar and widely adopted WSS foundation and exposes ECM functionality
through Microsoft Office making ECM a natural extension of the content authoring
process. Since all the capabilities are delivered on a unified architecture, IT
departments have a common way to administer and manage the entire solution.
For example, IT can set up a central repository for a particular type of document
like contracts. When a end user creates a new document in this repository, the
metadata and workflow are exposed to this user through Microsoft Word and this
document inherits the policies that IT had set for this document type,

Extensible and Interoperable

Our ECM offering is designed to be extensible and interoperable with support for
industry standards like XML, SOAP and web services and supports commonly
used tools like FrontPage and Visual Studio. This allows developers to build
custom applications requiring business process specific functionality such as one
for processing insurance claims.

25 ECM Document Repository

Document Repository sites are a web-based way of managing all types of
documents in large organizations.
Design goals for Document Repository sites included the ability to:
1. Quickly and easily navigate through multiple and layered document libraries.
2. Manage doc approval & workflow: OOB workflow user experience to route
documents through serial/parallel approval processes – approval can be a
digital signature. User can see status of all their documents. More granular
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 versioning and enforced checkout for tighter control over document integrity.
3. Provide user-defined content types. For example define one company-wide
version of a Marketing proposal or business plan document with pre-defined
meta data and approval policies. All documents created with these content
type templates will inherit the characteristics.
4. Find the right document: Will allow users to quickly find the right document
based on type, other metadata or state in the workflow.
Document Repository sites are a web-based way of managing all types of
documents in large organizations.
Design goals for Document Repository sites included the ability to:
1. Quickly and easily navigate through multiple and layered document libraries.
2. Manage doc approval & workflow: OOB workflow user experience to route
documents through serial/parallel approval processes – approval can be a
digital signature. User can see status of all their documents. More granular
versioning and enforced checkout for tighter control over document integrity.
3. Provide user-defined content types. For example define one company-wide
version of a Marketing proposal or business plan document with pre-defined
meta data and approval policies. All documents created with these content
type templates will inherit the characteristics.
4. Find the right document: Will allow users to quickly find the right document
based on type, other metadata or state in the workflow.

26 ECM Capturing Rich Meta Data on the Office client

Microsoft’s ECM offering uses Windows Workflow Foundation capabilities to
deliver and track workflows and associate these with individual documents,
document types or site libraries. Workflow participants are notified of their required
action either via e-mail or through the document itself. Some workflows such as
the Approval and Signature Workflows are available out of the box while
organizations can build their own workflows using SharePoint Designer and Visual
Studio.

27 ECM Document Workflow Approval

Microsoft’s ECM offering uses the Windows Workflow Foundation capabilities to
deliver and track workflows and associate these with individual documents,
document types or site libraries. Workflow participants are notified of their required
action either via e-mail or through the document itself. Some workflows such as
the Approval and Signature Workflows are available out of the box while
organizations can build their own workflows using SharePoint Designer and Visual
Studio.

28 ECM Records Management

29 ECM Extending the Reach of Forms
2007 Office system extends the reach of InfoPath forms to desktops that
don’t have the InfoPath client installed. There will be no client requirement
other than an supported web browser or Outlook 2007.
Great care has been taken to minimize round trip requests to the server in
order to optimize the user experience.
Works across firewalls.
Support planned for Internet Explorer, Netscape, Firefox, Mozilla and Safari
browsers across multiple operating systems.

30 C and C • On going business trends and technology challenges demand better (and
better integrated) communication and collaboration tools that are easier to
use and manage.
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 • Office 2003 delivered some key capabilities that begin to address these
issues, especially through presence and self-service team sites.
• 2007 Office system builds on Office 2003 by delivering richer functionality
and tighter integration that support new scenarios within teams and across
organizations.
• Integrated Teaming and Communication is about richer, easier
communication and working more effectively in teams of all kinds.

31 C and C Simplify Working Together

• All your communication methods will be integrated together, so that it is easy
to find and connect with people and valuable interaction information is
captured.
• Collaborate more easily with customers and partners through extranet sites
and Groove
• Better ties between personal and team calendars helps you collaborate and
manage team projects.

32 C and C Integrated Communications

On this slide you see a prototype of what multi-party collaboration could look
like with telephony integration & presence detection.

33 C and C Project Management In Windows SharePoint Services

Windows SharePoint Services 3.0 will offer simple project workspaces as a
new type of list, the Project Task List, which creates a Gantt chart based on
the entry of a hierarchical outline of tasks. These task lists work for simple
projects or as a good way to initiate large projects. Project Web Access can
import these task lists to Microsoft Office Project Server. This enables you to
gain a more complete picture of budgets and resource schedules or promote
them to full projects to which you can add much more detail as your
management needs grow.”

34 C and C Groove – Ad Hoc Workspaces

On this slide you see a screenshot of Groove, which is an important part of

the Office collaboration vision. Here you see a picture of the current version
of Groove, v3.1. Groove workspace capabilities are optimized for ad-hoc,
mobile, cross-organizational collaboration.

35 Business • Making the most of information locked in documents, people and line of
Intelligence business applications is critical to finding insight for better decision making
and honing a competitive edge
• Office 2003 delivered some key capabilities that begin to address these
issues, around insight through analysis with Excel, getting to business data
through integration with LOB applications in SharePoint Portal Server, and
by enabling finding people as part of search.
• 2007 Office builds on Office 2003 by bringing business data and analysis to
the whole organization and connecting them with business applications and
data.
• Knowledge Discovery and Insight is about making information expertise and
business data available to more people within organizations.
• Project Server 2003 gave web access to KPIs to enable managers and
executives to make better decisions on resources and project investments.

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 36 Business Improve Business Insight
Intelligence Broaden access to and usability of business data and applications through the
business data catalog, report center and dashboard center – make BI
assessable to more people
Use new visualization and data exploration capabilities in Office 12 to
understand patterns and trends in business data to develop greater insight
Find critical business information and expertise regardless of its location through
enhanced search and social networking capabilities

37 Business Excel Services

Intelligence This is an optional slide provided to provide a visual explanation of the
server-based Excel capabilities– talk through the callouts

38 Business Personalized Report Centers

Intelligence We will be introducing a new Report Center that will make it easy for people
in organizations to find, organize and use reports and dashboards that are
meaningful for their work. Users can use reports and dashboards
personalized for them or they can browse through categorized reports, or
they can view a calendar of upcoming reports and subscribe to ones that
would help them. The Report Center gives users one place to go to get the
latest report, spreadsheet or KPIs so they know they have the “one version
of the truth”.

They can also create new reports in either Excel or SQL reporting services
and make these available for their teams or organizations. Organizational
data sources are managed through the new Data Source Library that makes
it easy to manage access and connection to key organizational data with
central control and user adoption.

{Transition} We will be treating dashboards as a special kind of report and

providing great tools to help build and manage dashboards that will help
users get key insights into their business performance.

39 Business Business Intelligence Dashboards

Intelligence We will be providing a set of web parts that will make it easy to build data-
driven charts and key visual indicators. Users can hook up data sources
easily through the data source library and like reports, can manage a set of
their own custom dashboards, find and sign up for existing ones or have a
set of dashboards available to them dependent on their job role.

As with the reports, these dashboards will also be available from their
personalized My Sites.

40 Business Search Across The Enterprise From Your Portal

Intelligence
41 Business Easily Find Trends in Data
Intelligence Apply conditional formatting more easily and highlight trends with rich
visualizations like gradients, thresholds and icons.

42 Business Business Data in Lists

Intelligence
43 Business Customer Search Across Repositories

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 Intelligence
44 Business LOB Integration
Intelligence New 2007 Office System capabilities and solution offerings make Microsoft
Office the primary user experience for working with business information and
participating in business processes.
For example
To picture how this functionality can be categorized I would like to point out
the graphic on the right hand side. If you look at the stack there is existing
SAP functionality (ESS/MSS) in the bottom layer, which cover the as of today
available scenarios. Through the addition of the Microsoft Office functionality
we now able to deliver new scenarios based on both foundation layers, SAP
business functionality + Microsoft Office productivity functionality.

45 Fundamentals Microsoft has heard customer concerns about evolving security threats,
privacy, and patching pain. We are making significant investments to
address these in 2007 Office system.
We have not forgotten the fundamentals. In fact we are making sure that we
build them into our internal development processes and build them into
(throughout) the software.
Office 2003 made significant progress on some of these issues, especially in
email security, error reporting, and auto/data recovery.

46 Fundamentals Make It More Secure, Reliable And Easier To Deploy

Microsoft has changed how we build software, and the results are significant.
Our new processes are aimed at making sure that our software is more
secure before it ships and secure by default (settings) when it is installed.
We are investing in making patching and deployment simpler and more
consistent.
We are using real-time feedback technology to make valuable improvements
in quality on an on-going basis to both our application code and our online
help content.
Office 12 will not require Vista.

47 Fundamentals The XML Bet for 2007 Office

48 Feedback from
Beta 1 Reviews
49 2007 Microsoft Office Standard 2007 will continue to empower customers to effectively
Office Suites manage e-mail and easily create great-looking documents, spreadsheets
and presentations. Office Standard 2007 will make it easier for people to get
things done, with improved menus and tools including enhanced graphics
and formatting capabilities, new time-management tools as well as greater
reliability and enhanced security.

Office Professional Plus 2007, the new name for an updated release of
Microsoft Office Professional Enterprise Edition 2003, will deliver a powerful
set of tools designed to help people and organizations work more efficiently
with information. Through integration with new Microsoft Office SharePoint®
Server 2007 and Microsoft Windows® SharePoint Services capabilities,
Office Professional Plus 2007 will offer advances in teamwork solutions.

Building on the strengths of Microsoft Office Professional Plus 2007, the new
Office Enterprise 2007 suite will help teams share information easily and
more securely across geographic and organizational boundaries, whether
information workers are online or offline.
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 Customers with active Software Assurance or EA in place will receive:
Office Standard 2003 ◊ Office Standard 2007
Office Professional 2003 ◊ Office Professional Plus 2007
Customers with active Software Assurance or EA in place will have the
following step-up options:
Office Standard 2003 ◊ can purchase step up to ◊ Office Professional Plus
2007
Office Standard 2003 ◊ can purchase step up to ◊ Office Enterprise 2007
Office Professional Plus 2007 ◊ can purchase step up to ◊ Office Enterprise
2007
These customers will have the option to purchase these step-ups once the
2007 Office System products become available on the volume licensing price
lists.

50 2007 Microsoft Some of the 2007 Microsoft Office Servers will require two levels of client
Office Servers access licenses in order to take advantage of all of the features and
capabilities, while others will only require one as had previously been the
case. In some instances, as will Office Groove Server, there are no client
access license requirements. The terms Base CAL and Additive CAL are
descriptive only, not the product names. Client access licenses will continue
to be available in ether per user or per device options.

51 2007 Office To Meet The Organizational Needs For The New World Of Work
System
Capabilities As the ground shifts under organizations in the new world of work, it only
makes sense that the tools information workers use in their jobs should
evolve to meet new needs and provide new capabilities. The traditional
authoring, analysis and communications tools remain relevant, but are no
longer “good enough” on their own to enable information workers to
maximize their contributions or adapt to the onslaught of new data.
Already, information work solutions are becoming more deeply integrated
with network infrastructure, better able to support critical capabilities like
information rights management, and expanding to provide richer
communication and collaboration channels for teams and organizations.
Looking ahead to the next few years, we see opportunity in organizations of
all sizes to maximize employee and workgroup impact, connect effectively
with customers and partners, enable informed and timely decision making,
and manage and protect information in today’s corporate environment.
Microsoft is focusing on five major areas to provide workers and
organizations with the means to compete and win in an environment of
accelerated change.

Key points:
• Three big organization-wide areas of investment: Enterprise Content
Management, Communication and Collaboration and Business
Intelligence
• We see benefits of the integration of capabilities of these markets
and the market convergence happening around these
• One of the keys to get full value of these capabilities is the individual
– where customers have failed to get full benefits from these types of
systems is tied to getting users to adopt the usage and business
process changes.
• Underlying this is the ability to build and extend solutions and
fundamental elements of manageability, reliability and security

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 Key take-aways
• Enterprise focus with emphasis on empowering the individual
• Taking an end-to-end solution view from individuals working in
familiar Office programs to enterprise servers providing capabilities
to address organizational needs to “cloud services” providing
capabilities or assistance to users.
• Long-term commitment – not a one release focus

Increase Individual Impact

Objective:
Increase employee self-sufficiency and effectiveness
Emphasize:
We will continue to invest in providing tools for individuals to be productive
and effective.
We will be working to make individuals more self-sufficient by enabling them
to perform more sophisticated tasks themselves and providing more self and
community-based help options.

Communication & Collaboration

Objective:
Simplify Working Together
Emphasize:
We will continue to invest in team effectiveness and will be expanding this to
include integrated communications and the ability to work easily with
partners and customers.

Enterprise Content Management

Objective 1:
Streamline Content Management
Emphasize:
We will expand what we provided in Wave 2003 of the Office System for
document management to allow better policy management of content across
the organization.
We will be making sure we keep the overhead of document management to
a minimum and that we make it simple for end users to participate in
document management processes.
Objective 2:
Streamline processes
Emphasize:
For corporate developers, we will be delivering a platform on which they can
easily build and deliver rich solutions that incorporate workflow, business
system integration and Office client familiarity.

Business Intelligence
Objective:
Improve business insight
Emphasize:
We will make it easy to find, analyze and use the expertise and data hidden
within an organization and its business systems to make better informed
decisions personally and within a team.

Fundamentals
Objective:
Make it secure, reliable and easier to deploy
Emphasize
We have made great strides in the last few years on the security, reliability,

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 and deployment of Office, and we will continue to invest in these
fundamentals.
We are making investments in establishing a digital connection with
customers, making deployment and patching simpler and providing software
that is secure by design and by default.
2007 Microsoft Office suites will support Windows XP SP2 for clients and
Windows Server 2003 & SQL 2000 and later for servers.

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