DELETE THIS SLIDE AND THE APPENDEX SLIDES BEFORE

PRESENTING TO A CUSTOMER
This presentation is to be delivered by <Partners> to their customers to provide a proposal for Enterprise Modernization. The
audience for this presentation is TDMs and ITDMs.
This presentation will present:
• Executive Overview of Services
• Scope of Services proposed
• Next Steps

All information and services proposed in this deck should be tailored to the customer requirements for Enterprise
Modernization.
Microsoft
Services
Enterprise
Modernization

Proposal
Executive Overview
Scope of Services
• Discover
• Target and Deploy
• Migration
• Support
Next Steps

3
<Partner> is pleased to present this Proposal for <Partner> Services to assist <CUSTOMER> with the
Enterprise Modernization of their Windows Server 2003 Applications and Services leveraging Office 365, Azure
Infrastructure as a Service (IaaS), Active Directory, CRM Online and Configuration Manager 2012 .
The scope of this Budgetary Estimate reflects the latest collaboration between <CUSTOMER> and <Partner>,
on a phased adoption strategy for the Microsoft platform components.
We have estimated an X-month Program duration, though actual duration will vary.

Discover Target & deploy Migrate Support

Discover and rationalize Prepare for the Deploy and migrate Establish recommended
server and application migration of applications applications or servers practices and
landscape and servers to a modern to target environment troubleshooting
platform procedures
3
Discover
<Partner> Services will identify your business goals, catalogue your server and application
landscape and provide a business case to demonstrate the benefits of migrating and
modernization your infrastructure.
Discovery and
Strategy Workshop Business Case
Rationalization

 
At no cost to you, we offer a X day An X engagement to catalog your An evaluation of your business
workshop with business and IT server, application, and services scenarios to measure the return on
leadership that includes landscape. This engagement includes: investment of a modernization
• identifying your business goals • Rationalization and categorization initiative. This includes:
• discussing the resources needed, of known applications • Risks, costs, and benefits of
how to optimize platform • Application classification to moving your applications to a
technologies, and how to reduce minimize impact to IT staff modern platform
costs and improve service levels of • Modernization options
your datacenter. • Industry analysis
4
Target and Deploy

<Partner> Services will help you prepare for migration by targeting and deploying your
desired platforms and make sure your new platform is secure.

Infrastructure Applications Security and identity Operations

   
<Target and Deploy <Target and Deploy <Target and Deploy <Target and Deploy
<Partner> Services <Partner> Services in <Partner> Services in <Partner> Services
Services in Appendix> Appendix> Appendix> Services in Appendix>

5
Migration
<Partner> Services will help you successfully migrate and on-board users, applications,
and operational processes. In addition, <Partner> will provide Governance and Support.
Migration Jumpstart Governance
 and Support
<Partner> will migrate X custom Line of Business, X Microsoft and/or X third-party 
applications to your target environment.
• Assign governance
and risk mitigation
• Side-by-side
dedicated Support
Pay-as-you-go App/Server Migration Engineer assistance
• Developer support
 from an Application
<Partner> will migrate X Microsoft, X 3rd party, and X line of business apps to your Development
target environment. Manager
6
Support
<Partner> Services will ensure your applications and servers are achieving peak
performance, IT staff are trained, and processes are in place to manage your new
environment.
<Partner> Packages <Partner> Developer support
 
• Windows Server Platform Stability Management: A <Partner> Developer Support
recovery plan for your Active Directory infrastructure and Customizable developer support services to cover the
review of key performance counters that measure the following areas:
health of your Windows Server platform. • Windows Azure Application Security Review
• Group Policy Object (GPO) Performance Optimization • Monitoring Windows Azure application (with System
Management: Enhance efficient logons and access Center Operations Manager (SCOM))
management to data through administering and
• Application Performance Assessment and Tuning
troubleshooting your GPO environment.

7
Enterprise Modernization from <Partner> Services
Benefits of Enterprise Modernization

Enterprise Modernization
from <Partner> Services
can help organizations:
 Enable Innovation

 Increase Efficiency

 Reduce Costs

 Provide Reliable Business

Continuity

 Reduce Risk

9
Only <Partner> Services can help streamline modernization by providing relationship-
based, end-to-end support that helps you manage costs and risk, augment your in-house
IT skills, and be cloud-ready.

Leading edge Unique position Proven experts

  
We bring a unique approach to We built the products and Services We have a diverse group of
help accelerate time to value IP and know best how to bring technical architects, engineers,
through our comprehensive set of these together to help your consultants, and support
services. organization innovate and resolve professionals.
tough issues.

10
Windows Server 2012 R2 Active Directory Design and
Deployment

Description
Architect, plan, and assist in the migration to a unified
Active Directory architecture on Windows Server® 2012 R2
for users worldwide. <Partner> Services will assist you in
designing a shared infrastructure services platform based
on Active Directory across your organization worldwide,
which will support integration with Microsoft Online
Services as required to meet defined application
requirements.
In Scope
Define the end-state logical directory, including integration of
other directory services objects and attributes.
Define the directory service physical topology.
Define the user, group, and service migration strategy and object
synchronization parameters with Microsoft Online Services, if
required..

The Deliverables Timeline

Vision and Scope Document
Project Plan
Functional Specification
Build & Configuration Guide TBD
Production Pilot
Microsoft Private Cloud Fabric and Fabric Management Design
and Deployment

Description
<Partner> will assist with the planning, building, stabilizing
and deployment of a Microsoft Private Cloud infrastructure
based on the Windows Server 2012 R2 and System Center
2012 R2 platforms in the Datacenter Infrastructure and
Management Offering.
In Scope
Assessment and decision making processes, implementation
and deployment of a private cloud environment based on:
Windows Server 2012 R2
System Center R2 Virtual Machine Manager
Operations Manager, Service Manager, App Controller,
Orchestrator and Windows Azure Pack.

The Deliverables
Vision and Scope Document
Timeline
Functional Specification
Solution Alignment Workshop
Optional Disaster Recovery (DR) – Multisite and
Disaster Recovery Design
Assist and deployment of all required systems
TBD
Optional Hybrid – Enable Hosting of Production
workloads in Azure
Microsoft Exchange Server 2013 Design and Deployment
Scope of Services
Description
<Partner> will assist with the planning, building, stabilizing
and deployment of a Microsoft Exchange Server 2013
infrastructure to provide a Migration target from Exchange
2003/2007.
In Scope
Design, build, and stabilize an Exchange 2013 infrastructure
Enable coexistence with supported legacy versions of Exchange
Deploy production Exchange 2013 infrastructure to support a
limited production pilot

The Deliverables Timeline

Exchange 2013 PLA Functional Specification
Test strategy and test cases
Assist customer with test lab build
Validate storage system TBD
Deploy production Solution in the data center pair in a single
geography
Microsoft SharePoint Server 2013 Design and Deployment
Scope of Services
Description In Scope
<Partner> will design and deploy a SharePoint 2013 Organizational Design
Enterprise Solution based upon the Microsoft Services
Active Directory Integration
SharePoint Product Line Architecture (PLA). This effort will
include planning of the Solution architecture, test, and a Server and Storage Design
production deployment that will service organizational High Availability
needs around Social Computing, Team Collaboration,
Communities and SharePoint applications. SharePoint 2013 PLA Farm

The Deliverables Timeline

Functional Specification
Microsoft SharePoint Server 2013 Automation
scripts / build workbook TBD
Stabilized Production Farm Environment
Microsoft Lync Server 2013 Design and Deployment
Scope of Services
Description
<Partner> will design and implement a Lync Server 2013
Solution based on the Microsoft Services Lync 2013 Product Line
Architecture (PLA) for X Users with full UC capabilities including
IM and Presence, Conferencing, and Enterprise Voice.
<Partner> will provide assistance with the server deployment
and will help a production pilot of the customer user population
in the production environment to validate the Solution.
In Scope
Conduct a Network Assessment.
Develop the design for the Lync 2013
Deployment of the production Lync 2013 Infrastructure
Up to 1 pair of Central Sites (two discrete physical locations), Up to 3
Branch Sites
Enable a production pilot for [Pilot Size] of the customer user
population on the Lync 2013 Solution.

The Deliverables Timeline

Solution Alignment Workshop Results Document
Network Assessment Detailed Report
Lync System Test Results TBD
Lync Rollout And Adoption Kit Report
Lync Server Functional Specification (Final)
Microsoft SQL Server 2012/2014 Design and Deployment
Scope of Services
Description In Scope
<Partner> will provide the Microsoft® Services Upgrade Identify upgrade requirements for Customer application server, disk,
Service for Microsoft SQL Server® 2012. The Upgrade and databases.
Service for Microsoft SQL Server® 2012 described in the Identify the databases supported and application connection
work order provides an upgrade solution from either requirements.
Microsoft SQL Server 2005 or Microsoft SQL Server 2008 Establish the pre-migration Customer application performance
to SQL Server 2012. baseline.
Implement Server 2008 to SQL Server 2012

The Deliverables Timeline

Vision and Scope document
Project plan with schedule and resource information and
Work Breakdown Structure
Criteria and procedures for server-level and database-level TBD
object clean-up, server and client installation and
configuration and training recommendations
Microsoft System Center 2012 R2 Configuration Manager
Design and Deployment

Description
<Partner> will architect, design and document a System
Center 2012 R2 Configuration Manager solution to support
the findings of the Core Requirements Workshop and the
Feature Requirements Workshops from the envisioning
phase that will be documented in the Core Infrastructure
and Features Functional and Non-functional Specification
document.
In Scope
Develop Vision and Scope, Functional and non-Functional
Specification documentation
Design a System Center 2012 R2 Configuration Manager infrastructure
Support a (500) device pilot deployment of System Center 2012 R2
Configuration Manager Infrastructure, including (1) central
administration site, (1) primary sites and (2) secondary sites where
appropriate.

The Deliverables Timeline

Vision and Scope Document
Project Schedule

TBD
Functional Specification
Implementation Guide for Operating System
Deployment
Core Infrastructure Implementation guide
Microsoft Dynamics CRM 2013 Design and Deployment

Description
<Partner> will assist with the planning, building, stabilizing and
deployment of a Microsoft Dynamics CRM 2013 environment to
be used for target migrations from legacy Dynamics CRM
systems
In Scope
Microsoft Dynamics CRM implementation services throughout the
five phases of Analysis, Design, Development, Deployment, and
Operation using the Microsoft Dynamics Sure Step Methodology

The Deliverables Timeline

Functional Requirements Document
Project Plan
Fit/Gap Analysis
Data Migration Strategy
Infrastructure Design Document
TBD
Functional Design Document
Solution Design Document
Microsoft Dynamics AX 2012 R2 Design and Deployment

Description
<Partner> will assist with the planning, building, stabilizing
and deployment of a Microsoft Dynamics AX 2012 R2
environment to be used for target migrations from legacy
Dynamics AX systems..
In Scope
Design and Deployment of agreed Dynamics AX modules
Testing (Unit, Functional, Process, End to End/System Integration,
and End User Performance Testing
User Acceptance Testing
End User Performance Testing (Optional)

The Deliverables Timeline

Functional Requirements Document
Fit/Gap List
Data Migration Strategy
Functional Design Document TBD
Solution and Technical Design Document
Cutover plan, training material and go-live review
Windows Server 2003 File Server Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 File Servers
to Windows Server 2012 R2 File Servers.
In Scope
Migration of File share definitions and share permissions
User-based disk quota and folder-based disk quotas
Validating file access from client workstations are functioning
Design the role-based administration model to facilitate
administrative privilege delegation to support day-to-day operations.

The Deliverables Timeline

Vision & Scope Document
System Design Guide
Migration Guide
System Test Plan
System Test Plan Result
TBD
Deployment Guide
Production Migration of File servers
Windows Server 2003 Print Server Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 Print Servers
to Windows Server 2012 R2 Print Servers.
In Scope
Design new set of Print Servers
Design the server security hardening
Design the role-based administration model to facilitate
administrative privilege delegation to support day-to-day
operations.
Migration of all Windows Server 2003/2003 R2 DHCP Scopes

The Deliverables Timeline

Vision & Scope Document
System Design Guide
Migration Guide
System Test Plan TBD
Deployment Guide
Production Migration of Print servers
Windows Server 2003 DHCP Server Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 DHCP
Servers to Windows Server 2012 R2 DHCP Servers.
In Scope
Assistance with design of DHCP Servers
Design of the DHCP server security hardening.
Design of the role-based administration model
to facilitate administrative privilege delegation to
support day-to-day operations.

The Deliverables Timeline

Vision & Scope Document
System Design Guide
Migration Guide
System Test Plan TBD
Deployment Guide
Production Migration of DHCP servers
Windows Server 2003 DNS Server Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 DNS Servers
to Windows Server 2012 R2 DNS Servers.
In Scope
Assistance with the design of DNS Servers
Assist with the design of the server security hardening.
Assist with the design of the role-based administration model to
facilitate administrative privilege delegation to support day-to-
day operations.
Migration of customer DNS zones to new DNS servers

The Deliverables Timeline

Vision & Scope Document
System Design Guide
Migration Guide
System Test Plan TBD
Deployment Guide
Production Migration of DNS servers
Windows Server 2003 Public Key Infrastructure (PKI) Migration

Description In Scope
<Partner> will assist with the envisioning, planning and
Evaluation of current implementation of security policies, document
migration from Windows Server 2003/2003 R2 Public Key
management policies and procedures
Infrastructure (PKI) to Windows Server 2012 R2 (PKI) Servers.
Assessment of your network topology (Active Directory (AD),
Messaging, and current RMS environment)
Design of a migration plan for scalability, geography
Migration of current rights protected data to new platform

The Deliverables Timeline

Vision & Scope Document
System Design Guide

TBD
Migration Guide
System Test Plan
Deployment Guide
Production Migration of PKI servers
Windows Server 2003 Rights Management Server (RMS)
Migration

Description
<Partner>will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 Rights
Management Services (RMS) Servers to Windows Server 2012
R2 (RMS).
In Scope
Evaluation of current implementation of security policies, document
management policies and procedures
Assessment of your network topology (AD, Messaging, and current
RMS environment)
Design of a migration plan for scalability, geography
Migration of current rights protected data to new platform

The Deliverables
Vision & Scope Document
Timeline
System Design Guide
Migration Guide
System Test Plan
System Test Plan Result
TBD
Deployment Guide
Production Migration of RMS servers
Windows Server 2003 Terminal Server Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 R2 Terminal
Servers to Windows Server 2012 R2 Remote Desktop
Services.
In Scope
Assess the existing Terminal Server environment to define Migration
plan from existing Terminal Service Windows 2003 or R2 to Remote
Desktop Service Windows 2012 R2
Design RDS role services (RDS Licensing, Remote Desktop Server, RDS
Web Server, RDS Gateway and RDS Session Broker)
Build, configure, and deploy RDS Windows Server 2012 R2 servers and
configure RemoteFX feature

The Deliverables Timeline

Vision & Scope Document
System Design Guide
Migration Guide
System Test Plan
System Test Plan Result TBD
Deployment Guide
Production Migration of Terminal Servers to RDS
Windows Server 2003 Active Directory Migration

Description
<Partner> will assist with the envisioning, planning and
migration from Windows Server 2003/2003 Active Directory
Servers to Windows Server 2012 R2 Active Directory.
In Scope
Assess the existing Active Directory Environment and the different
roles deployed and finalize the side-by-side migration path
Perform a side-by-side migration of existing Active Directory
environment to Windows Server 2012 R2.
Validate the health of the new Domain Controller(s)
Decommissioning Windows Server 2003 Active Directory Domain
Controller’s that are in scope for migration

The Deliverables Timeline

Project Schedule
Migration Plan

TBD
Test Cases
Migration Schedule
Configuration Guide of all server roles in scope
Production Migration of Active Directory
servers
Microsoft SQL Server Migration

Description
<Partner> will assist with the planning and Migration of SQL
Server Databases and Instances from legacy Microsoft SQL
Servers. This includes migration solution testing and post-
migration support.
In Scope
Migration and upgrade of X SQL Server 2000 2005/2008 instances
and databases to SQL Server
Generation of reports (migration changes, missing dependencies,
unresolved issues, etc. to mitigate)
Creation of deployment packages for the migrated databases/SSIS
packages and unit test of migrated databases

The Deliverables
Production Migration of Databases in scope
Timeline
SQL Server DTS/SSIS package migrations
Deployment instructions for migrated databases
DTS/SSIS package changes documentation
Deployment packages for SSIS
TBD
Database Unit Testing
DTS/SSIS package Unit Testing
Office 365 Migration

Description
<Partner> will assist with the planning and Migration of
Exchange mailboxes and SharePoint Server content to Office
365. This includes migration solution testing and post-
migration support.
In Scope
Migration of Exchange Server 2003/2007 mailboxes and SharePoint
Server 2007 content to Office 365
Installation of a Directory Synchronization server between the
customer Active Directory DS and Office 365 Service.
Installation and configuration of ADFS 2.0 for local domain
authentication with Office 365 in a single-site fault-tolerant
configuration

The Deliverables Timeline

Remediation activities
Office 365 tenant
Defect Reports
Production Migration of Exchange Server
mailboxes
TBD
Production Migration of SharePoint Server
content
Microsoft Exchange Server Mailbox Migration

Description In Scope
<Partner> will assist with the planning and Migration of
mailboxes from legacy Microsoft Exchange Systems. This
includes migration solution testing and post-migration
support.

The Deliverables Timeline

Migration Plan
Pre-production Lab Design
Detailed Project Plan
Functional Test Plans
Migration Build Guide
TBD
Production Migration of Exchange Server
mailboxes
Microsoft SharePoint Server Content Migration

Description
Migration of SharePoint Server 2007
content to on-premises SharePoint
Server 2013
In Scope
Creation of a migration plan and migration
schedule
Mapping of site collections from source to target
Identification of low-use and no use sites
Remediation of pre-upgrade blockers
Upgrade of X GB data encompassing Y MySites
and Z site collections to SharePoint Server 2013

The Deliverables Timeline

Migration plan
Migration schedule
TBD
TBD
Site Collection mapping
Content migration
Microsoft Dynamics CRM Online Migration

Description In Scope
Migration from Dynamics CRM 4.0

The Deliverables Timeline

Microsoft System Center Configuration Manager 2007 Data
Migration

Description In Scope
<Partner> will assist with the planning and Migration of X Data migration from Configuration Manager 2007 to Configuration
configuration manager packages and OSD Data from Manager 2012 R2
legacy Configuration Manager Systems to System Center
2012 R2 Configuration Manager. This includes migration
solution testing and post-migration support.

The Deliverables Timeline

Microsoft System Center Operations Manager 2005 or SCOM
2007 Migration

Description In Scope
<Partner> will assist with the planning and Migration of X Migration from Operations Manager 2005 or System Center
Operations 2005 or SCOM 2007 systems to System Center Operations Manager 2007 to System Center 2012 R2 Operations
2012 R2 Operations Manager. This includes migration Manager
solution testing and post-migration support.

The Deliverables
Project Schedule
Timeline
Migration Plan
Test Cases
Migration Schedule Migration schedule of all servers
Configuration Guide of all server roles in scope
Production Migration of Operations Manager servers