Defense Ready Overview 10 09

DefenseReadyfor Microsoft Dynamics CRM

Critical Success FactorsMinimize Risk• Increased user acceptance• Works with existing investments

Contain Costs• One central platform for all applications• Fewer highly-technical resources needed• Lower ongoing maintenance & enhancement

Increase Business Value• Focus on mission, not business applications• Quickly adapt to changing conditions

Maintain Schedule• Shorter project timeframes

Typical Alternatives

Maintain “Status Quo”• Not fulfilling internal customer demands• Wasting too much time on collecting information

Build New Applications from Scratch• High risk/cost/time, with minimal guarantees

Buy Generic COTS Products• Government needs/requirements not taken into

consideration• High cost of alignment, reducing the net value of the

COTS product

New Alternative

COTS Pre-Aligned to DoD Specifications• Mission-enabling solutions out-of-the-box• Merging the benefits of custom and COTS• Dramatically reduce risk, cost, time• Best value to government

DefenseDefenseReadReadyy DoD DoD

Domain Domain ExpertiseExpertise

Powerful Business Powerful Business ApplicationsApplications

Microsoft’s Microsoft’s Feature-Rich Feature-Rich

Platform Platform TechnologyTechnology

DefenseReady ApplicationsSuite of Solutions for DoD Agencies• Built on Microsoft Dynamics CRM Platform

Addresses Mission-Critical Business Areas:

MissionMission

Staff Staff ActionsActions

WorkforceWorkforce

Why Dynamics CRM Platform?

Today… Today… Business Apps on Business Apps on CRM PlatformCRM Platform

Commercial Off-The-Shelf Commercial Off-The-Shelf (COTS)(COTS)Flexible and ScalableFlexible and ScalableFamiliar to UsersFamiliar to Users• Increases rate of Increases rate of

adoptionadoption

Focus on Business Focus on Business Problems, Not PlatformsProblems, Not Platforms

PreviouslyPreviously……Custom Dev Custom Dev ApplicationsApplications

DoD Forms Integration

Adobe & PureEdge

RSS Notifications Command Dashboards Collaboration Drag-&-Drop Calendars Central Platform for Apps Enhanced UX Mobile Access Auditing

Office Integration Ad-Hoc Queries/Reports SOA-Based Offline Access Codeless Customization Point-&-Click Workflow Third-Party Community Familiar Interface Data Import Scalability Role-Based Security

DefenseReady Elements

CRM PlatformCRM Platform Pre-Aligned AppsPre-Aligned Apps

Functionality Overview

• WORKFORCE– Military Files– Civil Service Files– Contractor Files– Evaluations– Awards– Manning Summary– Billets– Recruits– Security Files– Sensitive Items– Staff Actions/Taskers– Passports– Communication Devices

• MISSION/C2– Duty Status Calendar– Strategic Objectives– Key Performance Indicators– Mission/Campaign Planning– Operations– Staff Duty Log– Projects

• TRAINING― SCORM-Compliant

Courseware― Disciplines― Qualification Levels― Training Plans― Jump Status Tracking

Key Benefits for Agencies

•Achieve clear view of enterprise

• Force-multiplier

•Total workforce accountability

Commander

•Tracking & routing of evals, awards, & taskers

•Ad hoc queries & reporting

•Automatically populate standard DoD forms

Personnel Director

•Real-time mission planning & execution

•Template-based operations planning

•Cross-organizational collaboration

Operations

Director

Key Benefits for Agencies• Rapid implementation, quick ROI gains

• Empowers end-users, freeing IT resources

• Consistent with IT architecture & standards

•Quick, codeless customization

•Create & modify cross-team workflow

•Painless report building

• Flexible training delivery

•Web-based (SCORM) training course tracker

•Tight integration with HR system

Chief Informati

on Officer

IT ProjectTeam

Training Director

Customers in Action

Security, Weapons Qualifications

•Live within 120 days

•Track clearances, sensitive items, access badges, personnel-issued safe combos

•Weapons tracking, qualification, & issuing

•Command dashboards provide senior leaders with real-time status updates

Planning & Execution, Passports & Visas, Staff Actions

•Supporting 13 agencies

•Executive staff responses

•Operations management (Command & Control, C2)

•In/out processing

•Configuration management

Awards, Evaluations, Personnel Actions,

Recruiting

•Total workforce management•Awards lifecycle management•Applicant & recruit management•Soldier readiness•Evaluation routing & tracking (form shell population)

Special Operations

Mission

Special Operations

Mission

Combat Support Mission

Combat Support Mission

Executive Support Mission

Executive Support Mission

Everyday Usability

Provide users with relevant role-based information through contextual visibility into the applications that they use daily.

DefenseReady Advantage• Achieve high user adoption by

making CRM a natural extension of user habits

• Improve productivity by consolidating customer information to a single location

• Reduce training and transition costs with easy-to-learn applications

Everyday Usability Components• Native Microsoft Office interface• Connected and disconnected clients• Web and mobile access• Composite applications

Enterprise Flexibility

Enable directorates to adapt quickly to the changing mission.

DefenseReady Advantage• Change quickly with visual

customization at business analyst level

• Change deeply with powerful customizability in standard tools

• Change completely to accelerate custom development projects

• Application platform• Deployment choice• Enterprise multitenant CRM

Enterprise Flexibility Components•Point-and-click customization•Visual workflow•Programmability and extensibility

Automated ReportingQuickly generate reports and forms for common DoD processes and requirements, with automatic population and report wizards.

DefenseReady Advantage• Populates standard DoD forms

automatically in both Adobe and Lotus/PureEdge

• Generates custom reports via point-and-click report wizard

• Developers build advanced reports via SQL Server Reporting Services (SSRS)

• Users create ad-hoc queries and reports, without help from IT staff

Automated Reporting Components•SQL Server Reporting Services (SSRS)•Point-and-click workflow•Ad-hoc queries

• Advanced find – saved views• Built-in reports• Command dashboards

Actionable AnalyticsEmpower the total workforce with easy reporting and actionable analytics.

DefenseReady Advantage• Combine analytics with workflow

for actionable intelligence• Minimize costs by leveraging

existing Microsoft technology investments

• Deliver business insight through familiar productivity tools

• Bring analytics to the masses

Actionable Analytics Components•Microsoft Excel integration•Report Wizard•Windows Workflow Foundation•Predictive analytics

• Microsoft Office Performance Point

• SQL Server Analysis Services• SQL Server Reporting

Services

Performance and Scalability

Scale flexibly and efficiently across local or global enterprise deployments.

DefenseReady Advantage• Leverage optimization throughout

the .NET, Windows, SQL and Exchange platform

• Configure to meet user experience, bandwidth and hardware requirements across wide area networks

• Scale flexibly up and out across application and data tiers

Performance and Scalability Components•Service grid architecture•Deployment choice•WAN performance optimization•Load balance clustering

• Web farm clustering• Exchange clustering• SQL Server clustering• SQL mirroring

DefenseReadyDefenseReady Advantage

• One integrated User Interface for all applications• Lowers training cost• Provides consistent

experience• Less hardware and

infrastructure costs

Workplace Activities

DefenseReady Advantage

• Leverages built-in CRM capabilities where applicable• Ex: Workplace Activities

• Customized to customer specifications• Activities specific to

mission readiness

Duty Status CalendarDefenseReady Advantage

• Enhance some built-in CRM capabilities• Ex: Calendar controls

• Calendar customized to customer specifications

• View status conflicts on calendar• Ex: Medical, TDY, Training

• Feeds overall daily strength

Validate My DataDefenseReady Advantage

• Put control into user’s hands, allow them to maintain their own data• Ex: Validate my Data

• Comprehensive personnel tracking: • Demographics,

readiness levels, photos, & service, promotion, personal data

Personnel File Detail

DefenseReady Advantage

• Manage an organization’s total workforce: • Military, civilians,

contractors, recruits, applicants, & auxiliary forces

• Track military & civilian branches separately with service-specific terminology & business rules for enhanced security

Manning SummaryDefenseReady Advantage

• Track chain of command & organizational hierarchy for automated workflow & strength management

• Manage both official manning documents & unofficial duty assignments for complete picture of personnel utilization

Training ContentDefenseReady Advantage

• Complete learning management system

• Manage classroom, web-based, or on-the-job training

• Track disciplines, qualification levels, trainings plans, and assignments

CRM Functionality

Outlook Integration

Role-Based Security

Customization

Auditing

Ad-Hoc Queries

Duplicate Detection

Point-and-Click Workflow

Report Wizard

Contact InformationPermuta Technologies– Company website:

http://www.Permuta.com

DefenseReady Product Info– Product website:

http://www.FederalReady.com– Flash demo:

http://www.FederalReady.com/Flash