Enterprise Content Management (ECM)

1. Enterprise Content Management (ECM) Simulator for Return on Investment (ROI)

2. Objective of ECM ROI Simulator Help IT managers build a solid economic justification for a Enterprise Content Management infrastructure investment.

3. Fast Results Less than 10 hours to complete a high-level Rapid Economic Justification (REJ) Easy to Use Just follow the worksheets from left to right Select which components of the ECM Solution to include Start with default data Alignment Analysis Impact of solution to Key Performance Indicators (KPIs) Financial Results Key Benefits of ECM ROI Simulator

4. Economic Justification Process based on the Microsoft REJ Guide Download REJ guide: www.microsoft.com/value REJ Overview Document Management Records Management ECM Solution Components Web Content Management

5. OUTPUT INPUT Input and Output 1 Enter Business Assessment Data into Pre-specified Fields Increase Revenue or Decrease Costs through Improved Document Management 2 • General company information: (e.g., Annual Revenue) • Information on processes involved: (e.g., number of days to web content development request) Decrease Costs through Improved Records Management ECM Driven Process Improvements 3 Decrease Costs through Improved Web Content Management • Translate process improvements into: • Business-Level Metric Improvements • KPI Improvements • Financial Metrics Improvements • Draft of Business Case Output in XPS

6. ECM ROI SimulatorWalk-Through 6

7. Business Assessment Financial Metrics Business Assessment Benefit & Cost Solution Risk Customer Information

8. Collect general information regarding the customer organization (e.g., name, annual revenue, number of Information Workers, etc.) Also gather specific current state inputs for Document Management, Records Management, and/or Web Content Management practices, as applicable. Business Assessment Business Assessment Screenshot 8

9. Business Assessment – Input Description Document Management- Required Inputs

10. Business Assessment – Input Description (cont.) Records Management– Required Inputs

11. Business Assessment – Input Description (cont.) Web Content Management – Required Inputs

12. Solution Financial Metrics Business Assessment Benefit& Cost Solution Risk Solution Definition based on ECM Component(s)

13. Identify key business process improvements driven by ECM Solution Components Map opportunities for improvement with ECM technologies Solution 13

14. Solution (cont.) Each ECM Solution Component tab includes a description of the features and benefits of the component, as well as an input table: The difference between current cycle days and future cycle days drives calculated benefits and financial impacts throughout the simulator

15. Benefit / Cost FinancialMetrics Business Assessment Benefit & Cost Solution Risk

16. DM: Increasing the Number of Primary Documents per Year Will Increase Revenue • The company currently develops 500 “primary” documents per year (e.g., Sales Proposals, Pitchbooks, Magazine Editions, etc.) • Using Microsoft ECM technologies, the company can streamline its document generation processes and respond faster to competitive opportunities • Through streamlined document generation with the ECM technologies, the company can increase the number of primary documents it creates each year from 500 to 774 • Primary document creation generates roughly 10% of the company’s annual revenue • $500M annual revenue x 10% of Annual Revenue Driven by primary document development / 500 proposals per year = $100,000 revenue per proposal • 274 additional primary documents per year x $100,000 per additional document = $27,400,000 additional revenue generated through ECM enabled Document Management • $27,400,000 additional revenue generated through ECM enabled Document Management x 25% contribution (profit) = $6,850,000 additional profit per year 16

17. DM (cont.): Improving Document Management will Decrease Development Costs • The company currently develops 500 “primary” documents per year (e.g., Sales Proposals, Pitchbooks, Magazine Editions, etc.) • The company currently develops primary documents in 10-person teams, with team members dedicating roughly 50% of their time to primary document development and 50% of their time to other, non-document development related tasks • 500 primary documents x 10 IWs per team x 50% of team member time x 25 current cycle days to develop primary document x 8 work hours in a day = 500,000 current hours dedicated to primary document development per year • Using Microsoft ECM technologies, the company can streamline its document generation processes from 25 cycle days to 15.5 cycle days (35%), reducing its document development costs • A 35% reduction in document development cycle days = 170,000 hours • 170,000 hours x $76,000 annual IW burdened salary / 2080 hours in a year = $6.2 million in savings per year with ECM enabled Document Management 17

18. RM: Improving Records Management will Decrease In-House and 3rd Party Costs and Legal Risk • The company currently dedicates $5.0 million in annual Records Management expenditures (both in-house and third party) • Additionally, the was liable for $2.5 million in legal costs associated with inadvertent destruction of records under legal hold, inability to produce records during discovery, and improper retention of emails last year • Using Microsoft ECM technologies, the company can decrease its per record management expenditures and significantly decrease its legal risk related to records management • Through increased records management efficiency with the ECM technologies, the company decrease the number of processing cycle days per record by 65%, from 19 to 6.5 days • Additionally, through improved records management with the ECM technologies, the company can reduce its records management related legal costs and risk by 50% • 65% reduction in cycle days per record x $5.0M current records management expenditures = $3.3M reduction in in-house and 3rd party records management costs through ECM enabled Records Management • 50% reduction legal costs x $2.5M current legal expenses = $1.3M reduction in legal costs through ECM enabled Records Management 18

19. WCM: Improving Records Management will Decrease In-House and 3rd Party Costs • The company’s IT resources currently receive 50,000 web content development requests per year with web content management expenditures of $5.0 million per year • $5.0M web content management expenditures / 50,000 requests per year = $100 per request expenditure • Using Microsoft ECM technologies, IWs will be able to develop desired web content without IT resource support, decreasing web content development expenditures and increasing the efficiency of web content management • Through streamlined web content management efficiency with the ECM technologies, the company decrease the number of development and management cycle days for web content by 83%, from 15 to 2.5 days • 83% reduction in web content management cycle days x $5.0M current web content management expenditures = $4.2M reduction in in-house and 3rd party web content management costs through ECM enabled Web Content Management 19

20. Implementation Costs Implementation Costs: Reviews the potential software licensing, hardware improvement, training, and deployment costs associated with the selected ECM solution.

21. Risk Financial Metrics Business Assessment Benefit & Cost Solution Risk

22. Highlight a number of technical implementation/deployment risks identified in the Microsoft REJ model for customer consideration The tab is for informational purposes only, and does not include any customer inputs or calculations Risk 22

23. Financial Metrics Financial Metrics Business Assessment Benefit & Cost Solution Risk

24. Translate Business-Level Improvements (from Benefit tab) into KPI Improvements and company-wide Revenue increases or cost decreases Financial Metrics 24

25. Build a Value Proposition Most Likely Annual Solution Benefits Value Proposition 25