NHS Community Day 5th September 2007

1. NHS Community Day5th September 2007

2. Agenda • Enterprise Agreement – Richard Aspin • CfH and Microsoft - Mark Ferrar • Break • Microsoft Focus areas for the next 6 months • IO in the NHS • Trust Portal and Business Intelligence • What else? And how to engage? • Question time • Call to Action

3. Microsoft NHS EA Richard Aspin – NHS Sales Manager

4. The Agreement 5th September ‘07 Richard Aspin

5. To Cover ... • The Microsoft Team • Background and principles of the Microsoft Enterprise Agreement (EA) with Connecting For Health • The detail of the EA (what’s in) • What’s not in the EA • The joint opportunity to deliver value

7. Our Aims ... • Ensure that 100% of the value is extracted from the EWA • Licenses deployed • Software Assurance Benefits used effectively • Do this at ‘scale’ • The EWA covers many entities • Sell appropriate solutions • I’ll come back to ‘appropriate’ ... • & do this through & with partners • The foundation is IO or NIMM • NHS Infrastructure Maturity Model

9. Marketing materials Work with us to help us create compelling to-customer content Examples and Case studies Things that work Web Resources We will deliver more collateral Use Microsoft

10. The Enterprise Agreement • The background • How it’s structured • What’s in and what’s not in • What does it mean to you (us)

11. The Enterprise Agreement - the background • 9 year framework • Review points at 3 year intervals • There are many EWAs that CFH has struck • Beware of assumptions e.g. “site license” • Year 3 concluded in May 2007 • We are now in “term 2” of 3 • The renewal commenced June 2007

12. The Enterprise Agreement –the basics • It covers the specified Microsoft desktop products • Not ALL Microsoft desktop products • It does not cover the Microsoft server products • There are no MS server products covered by the EA • The Server products can be bought under “Select” • At OGC pricing • Through reseller of choice (assuming Catalist) • The specified desktop products are “centrally paid for” • The profile of CAL suite quantities changes over time • NHS Entities covered

13. The Enterprise Agreement –what’s included? • Office System 2007 Professional Plus (with Software Assurance) • Access 2007 • Excel 2007 • Outlook 2007 with Business Contact Manager • PowerPoint 2007 • Publisher 2007 • Word 2007 • Software Assurance on Windows Vista Business • And ...

14. The Enterprise Agreement • Core Client Access Licensing (CoreCAL with SA) which includes: • Windows Server 2003 CAL • Exchange 2007 CAL • Sharepoint Portal Server 2003 CAL • SMS (Systems Management Server) 2003 CAL • SQL 2005 Client Access License • Desktop Optimisation Pack • Softgrid: Transforms applications into network available services i.e. Application Virtualisation • Forefront Security Suite • Windows 2003 Terminal Services Client Licensing is still available

15. Content management, enterprise search, portal Messaging Office SharePoint Server Standard CAL Exchange Server Standard CAL System Server Config Manager CML Deployment Flexibility and Control Windows Server CAL System monitoring and management Identity, security, networking, workloads Instant messaging and presence Simplified Licensing and Compliance Office Communications Server Std CAL Web, video, audio conferencing Information protection and policy enforcement Office Communications Server Ent CAL Office SharePoint Server Enterprise CAL Exchange Server Enterprise CAL eForms, spreadsheet publishing, data connectivity Unified messaging and email compliance Increased Value for IT Spend System Center Ops Manager Client OML ForeFront Security Suite Client & server security Desktop monitoring Windows Rights Management Services CAL The Enterprise CAL Suite Core Infrastructure Enterprise CAL Suite Core CAL Suite Extended Infrastructure

16. Suites Forefront Security Suite (Security & Management for Client, Exchange, Office Communications & SharePoint Servers) Windows Rights Mgmt Services CAL Exchange Ent CAL (Unified messaging, Compliance, Hosted Services) Office SharePoint Ent CAL (E-forms, Spreadsheet publishing, Data integration) Office Com-munications Ent CAL (Conferencing) Enterprise CALs Windows Server CAL (Workload, File & Print, WSS, AD) System Server Configuration Manager CML (Monitoring & Updates) Exchange Std CAL (Messaging, Calendar, Contacts) Office SharePoint Std CAL (ECM, Portal, Search) Office Com-munications Std CAL (IM, Presence) System Center Ops Manager Client OML (Client Monitoring and Management) Standard CALs Windows Server System Server Configuration Manager Exchange Server (Std or Ent Edition) Office SharePoint Server Office Com-munications Server System Center Operations Manager Servers Key Software to run hardware Core CAL Suite component Enterprise CAL Suite component

17. Licensing example E-Forms services Spreadsheet publishing & reporting Business data integration Collaboration portal + content management Document lifecycle capabilities Enterprise search enhancements Data Integration E-Forms Data Mgmt & Reporting Search • Business data library • Web part integration • Mgmt, publishing, process creation & completion • Spreadsheet publishing & calculation • Report Center • Business data Office SharePoint Server Enterprise CAL Workflow Site Model, Security, and Management Document & Web Content Management • Extensible and customizable search of enterprise content and people • Policy • Management • Auditing • Records management • Personalization • Deployment • Site Manager • 5 out of box workflows • reporting for ECM Office SharePoint Server CAL Project Mgmt Team Collab • Framework: repository, versioning, metadata • Basic document management • Site and role management infrastructure • Text search of team sites • Windows Workflow Foundation • Admin and deployment • Status and history • Issue tracking applications • Project workspaces • Workspaces and tools • Blogs Windows SharePoint Services* *Included with Windows Server and CAL licenses

18. The Enterprise Agreement – what has changed on renewal? • Different product set • Software Assurance on the products • Previously this was only applicable to Microsoft Office • A usage profile that changes over time • 5 enrolments (3 resellers – “LAR”s) • So, in summary: Client Access Licenses (not Server licenses) • CoreCAL across the estate • EnterpriseCAL in increasing amounts over the lifetime of the agreement • NIMM/IO is the path to Enterprise functionality

19. The Enterprise Agreement – what is not included? • Microsoft Server Products, such as: • Windows Server, Exchange Server, SQL Server, SMS Server, Sharepoint Portal Server, BizTalk Server, Internet Security and Acceleration Server, Microsoft Operations Manager, Microsoft Identity Integration Server, Microsoft Business Solutions. • Project, Visio ...

20. The Enterprise Agreement – what is the strategy to run alongside the EA? • NIMM (or IO) as the foundation • Appropriate solutions built on solid, optimised infrastructure • Resellers assisting the NHS entities in understanding “what is out there” through SAM • SHA accountability and empowerment around SA benefits and the EA enrolments • MS and CFH aligned on principle of “managing” the EWA

22. Reference sources • The FAQ document • The Large Account Reseller (LAR) for the region • Microsoft • http://www.microsoft.com/uk/nhs/ The UK NHS resource centre portal

23. raspin@microsoft.com 07968 968516

24. Mark Ferrar – Director Infrastructure, CfH

25. Agenda • Enterprise Agreement – Richard Aspin • CfH and Microsoft - Mark Ferrar • Break • Microsoft Focus areas for the next 6 months • IO in the NHS • Trust Portal and Business Intelligence • What else? And how to engage? • Question time • Call to Action

26. Key Focus Areas - Corporate level Mark Treleaven

28. Knowledge Driven HealthConnecting people and systems, enabling improved collaboration for more informed decision making, improving patient safety, personal health and clinical outcomes. Microsoft’ s Platform for the Connected Health Framework Guides, Solutions, etc… Connected Health Framework – Architecture and Design Blueprint Business Solutions Health Information Care Management Health Back Office Public Health Delivery Transformation Solutions Shared Services Connect  Collaborate  Inform Connected Health Platform Business Productivity Architecture and Design Blueprint, Reference Implementations Infrastructure Application Platform Enterprise Content Management, CRM, Common Client Index (CCI), Search Core Infrastructure eHealth Accelerators (HCE, CUI…) Privacy Usability Accessibility Security Standards Interop Policy

29. CUI • www.mscui.net or www.cui.nhs.uk • Phase 2 will be agreed end of September • Office and Desktop and Infrastructure • Clinical Applications and patient safety • New technologies within EA • Continue to work with healthcare practitioners • Actively working with partners for best practise • Groove, SPS, Vista, forefront, Communications server • Roadmap will be released end September

30. Infrastructure Optimisation in the NHS Richard Lane – Technical Specialist Wendy Anderson – Technical Manager

31. The MicrosoftInfrastuctureOptimisation Model • Technology sequencing framework to build Infrastructure for a People Ready Business • Maps IT to business needs • Drives agility, efficiency gains, security & cost reduction • Backed by analysts • Provide guidance and best practices for step-by-step implementation Models Dynamic Standardized Rationalized Basic Application Platform Business Productivity More Efficient Cost Center Business Enabler Cost Center Strategic Asset Core Infrastructure 31

32. What Capabilities are Measured?

33. Plan/ Optimize Change Plan/ Optimize Plan /Optimize Change Change Operate Support Operate Support Operate Support Plan/ Optimize Change Operate Support What are the benefits to the NHS? Annual IT labour Cost £660 per PC* Annual IT labour Cost £290 per PC* Annual IT labour Cost £115 per PC* Improve IT efficiency Increase agility Shift investment mix * Source: IDC, 2006 Exchange rate calculated at £1 = $2

34. NHS Infrastructure Maturity Model • Microsoft and Connecting for Health are working together to ensure, that we align to the NIMM model • The NIMM should be available in October • If you have any questions on Microsoft IO/NIMM alignment, please contact Wendy.Anderson@microsoft.com

35. CUI Desktop & InfrastructureGuidance now available CUI Resources: https://www.cui.nhs.uk http://www.mscui.net/

36. Testimonials “The NHS CUI documentation was more focussed: Bang! Here‟s what it is! Here‟s what it does! Here‟s how you can use it!” Ben Price, Senior Systems Support Technician, North and Mid Hampshire Health Informatics Service “The NHS BDD will save us a lot of time. It used to take 3-4 hours to build a new image. It will now take about 10 minutes. We will also reduce the number of images required from 25 to about 8.” Kevin Sanders, IT Service Support Manager Hull and East Riding Health Informatics Service “Before WSUS, we were spending £7k each year on licences for a patch management tool. In the space of two weeks, now we have patch management for free.” Neil Harley, IT Infrastructure Engineer Sussex HIS To help provide answers, Stockport's technology provider, Microsoft partner Lynx Technology, suggested that Microsoft's infrastructure optimisation tool should be used to gather information about the PCT's systems, classify its current position and suggest upgrades. Using the tool helped Ms Cross to be more proactive, mapping out a series of steps to upgrade systems and make them more cost-effective. Caroline Cross IT Manager, Stockport PCT “Working with the NHS CUI Deliverables has given me the ability to manage PCs at GP practices where the only connectivity is an N3 connection. I can now deploy applications remotely, without having to visit 120 different sites.” Brian Lonsdale, IT Manager Newcastle and North Tyneside PCT “The GPO documentation was specific to the size and scale of an NHS Trust. In the past, consultants‟ recommendations have been too generic and more relevant to large commercial organisations.” Damian Lewsley, ICT Technical Consultant / Systems Manager, King‟s College Hospital NHS Foundation Trust “Not only have we saved 250 person-hours of time, but we have also enabled our clinical staff to begin using the new system sooner than would otherwise have been possible.” Terry Sandford, IT Support Analyst, Leeds Mental Health Teaching NHS Trust We now have a better understanding of the technology and have identified more areas where we can improve our infrastructure. This will save us money by enabling administrators to focus on proactive tasks as the environment is in a more stable state.” Lance Cook, Senior Informatics Support Officer North East Lincolnshire PCT

37. Infrastructure Optimisation • Quarter Focus: • Desktop and Server Management • Communications & Collaboration • Security • Business Intelligence • Trust Portals

38. Further Info • Infrastructure Optimisation Partner Portal • www.microsoftio.com Common User Interface Portal https://www.cui.nhs.uk Microsoft NHS Resource Centre www.microsoft.com/uk/nhs Microsoft Technology Centre E-mail: Wendy.Anderson@microsoft.com

39. Trust Portals and BI Nick Umney

40. Find Use Share Information & Interaction

41. 2007 Office System

42. Microsoft Office Sharepoint Server 2007 Business Intelligence Collaboration Platform Services BusinessForms Portal Content Management Search

43. Collaboration & Portal Calendar Calendar Calendar Members Members Members Documents Documents Documents Microsoft Office Sharepoint Server Virtual Team Virtual Team Virtual Team Surveys Surveys Surveys Discussions Discussions Discussions Tasks Tasks Tasks Contacts Contacts Contacts Dept B Dept A Dept C

44. Microsoft Office Sharepoint Server Demo