wmi & microsoft partnership

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Hilary Dustin Hoover
5 years ago
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1 wmi services.

2 company overview WHO: WMI was founded on the premise that collaboration is the key to success. Over the past 15 years, we have built a global operations and technology consulting firm that centers people at the heart of every business process and strategic decision. WHAT: Combining our experienced, professional and savvy problem solvers with our custom digital solutions, we can tailor operations management and technology solutions to meet the unique needs of any business HOW: We pride ourselves on a human(e) approach to business leveraging technology and workflowmanagement tools that allow individuals, teams and companies to focus on activities that matter most. WHY: We offer every client a commitment to excellence, insight, diversity, and collaboration, building trusting partnerships that last.

3 wmi & microsoft

wmi & microsoft partnership Current Influence across multiple clients: WW ECIF Strategy & Operations BI & Reporting End to End Process Management Office Commercial EPG Marketing Office 365 Product

4 wmi & microsoft partnership Current Influence across multiple clients: WW ECIF Strategy & Operations BI & Reporting End to End Process Management Office Commercial EPG Marketing Office 365 Product Marketing Group WW MS Procurement Managing Purchase Order Process O365 CXP Engineering WW ESC (Events Studios Conferences) Business Operations Nividya Asset Catalog Tool Events Budget Management Tool Interactive Video Tutorials ASM Operations (formerly MOD) End to End Process Management DevOps Microsoft Office Reliability Xbox Studios Investment Hires Microsoft Achievements Microsoft Preferred Supplier Microsoft Certified Partner Approved Managed Outsource Supplier 15 years of Microsoft work specializing in ECIF (formerly BIF) Operations, Customer and Partner Offers, etc.

5 see wmi in action

6 enterprise software solutions Line of business software applications Financial and legal compliance audit tools Sales operations applications Business process management E-commerce management

G LO B A L E V E N T S : A S S E T M A N A G E M E N T C ATA LO G C H A L L E N G E Our client was challenged with managing global, Tier 1, highvisibility tech industry tradeshows, using multiple

This process provided limited views of real-time costs versus budgets, caused delays in aggregate reporting, reduced transparency to cross-org teams, and caused equipment losses and booking errors.

7 G LO B A L E V E N T S : A S S E T M A N A G E M E N T C ATA LO G C H A L L E N G E Our client was challenged with managing global, Tier 1, highvisibility tech industry tradeshows, using multiple offline spreadsheets to track event equipment and costs. This process provided limited views of real-time costs versus budgets, caused delays in aggregate reporting, reduced transparency to cross-org teams, and caused equipment losses and booking errors. These factors contributed to inflated event-management costs. S O L U T I O N Working closely with many key client stakeholders to document current processes and develop a comprehensive Business Requirements Document (BRD), WMI developed a custom global event marketing asset management system. Users are now able to view a catalog of individual event items or prepared event "packages" - including logoed event graphics, booth furniture and more - and can simply select "add to cart." This information is recorded and stored in an interactive portal, where budget managers and event teams can track and manage equipment distribution in real-time.

E N D TO E N D P R O G R A M M A N A G E M E N T TO O L C H A L L E N G E The WMI Operations team manages thousands of requests for our client's business incentive funds, using data from several

To support our client's success, the Business Investment Funds specialists required a tool to centralize client data, append WMI task-owner data, and execute a complex end-to-end workflow.

8 E N D TO E N D P R O G R A M M A N A G E M E N T TO O L C H A L L E N G E The WMI Operations team manages thousands of requests for our client's business incentive funds, using data from several disparate sources and tools. To support our client's success, the Business Investment Funds specialists required a tool to centralize client data, append WMI task-owner data, and execute a complex end-to-end workflow. The original client-provided procedures involved multiple offline spreadsheets and significant manual processing time. S O L U T I O N WMI proactively implemented a custom.net application based on SQL Server and the Entity Modeling Framework. Utilizing customized data tables and stars via our customer Data Warehouse, we aggregated and streamlined multiple internal and client data sources, automated task workflow for a geographically dispersed support staff, and enabled robust business intelligence and Service-Level Agreement (SLA) reporting. Through this custom tool, WMI successfully delivered a robust, scalable solution that shortened processing time and reduced costs while significantly increasing productivity.

S O L U T I O N WMI created an Azure-hosted tool which organizes project requests and facilitates management of five stages: Draft, Approve,

9 P R O C E S S S P E C I F I C P R O G R A M M A N A G E M E N T TO O L C H A L L E N G E Our client s program management team was faced with high volumes of incentive funds traffic, and needed a way to simplify approving and tracking requests. S O L U T I O N WMI created an Azure-hosted tool which organizes project requests and facilitates management of five stages: Draft, Approve, Forecast, Execute, and Close. Operations staff can easily identify critical priorities, increase the efficiency of compliance review and request approval, and generate data for financial analysis.

10 C O R P O R AT E E V E N T S B U D G E T I N G TO O L C H A L L E N G E Our client was using multiple excel sheets and sending them across teams to manage event and supplier budgets. This caused confusion amongst team members on who had the most accurate information. S O L U T I O N WMI developed the Events Budgeting Tool allowing crossfunctional team work providing real time data and resources. Users are now able to integrate with internal event financial tools to manage an event project life-cycle; from planning to implementation.

S O L U T I O N WMI built an audit application that allowed the management team to review multiple projects at once, tag them with Pass/Fail

11 C O N T R O L S A N D C O M P L I A N C E A U D I T A P P L I C AT I O N C H A L L E N G E Our client needed an efficient system to manage project audits per month, ensuring consistency of program requirements for financial compliance purposes. S O L U T I O N WMI built an audit application that allowed the management team to review multiple projects at once, tag them with Pass/Fail depositions, and describe discovered project documents. The tool aggregated all projects and related documents allowing a user to quickly and efficiently check compliance.

12 wmi.studio creative services branch Capabilities: UI/UX Design Usability testing Information architecture Graphic Design Interaction design Branding & Logotypes Marketing & brand collateral Motion graphics Visual design Infographics & data visualization Learn more at: wmi.studio

B U S I N E S S P R O C E S S T U TO R I A L A N I M AT I O N S C H A L L E N G E Our client hosted a high-traffic website that required their Managers complete a number of mandatory certifications.

S O L U T I O N WMI created animated, interactive tutorials that successfully guide users through certification content.

13 B U S I N E S S P R O C E S S T U TO R I A L A N I M AT I O N S C H A L L E N G E Our client hosted a high-traffic website that required their Managers complete a number of mandatory certifications. Because of the site's complexity and existing ineffective 'help' content, few managers successfully completed the necessary work. S O L U T I O N WMI created animated, interactive tutorials that successfully guide users through certification content. By breaking down the content into 'modules' and then applying a tutorial for each module, users are guided through the required tasks easily and in order. WMI also implemented a list of multiple choice questions at the end of each module to test users 'as they go'. These module quiz scores are displayed in real-time and Users can then confirm they have passed each section through to full certification.

14 W E B S I T E D E S I G N A N D D E V E LO P M E N T H I G H L I G H T S Advanced Front-End Framework Dynamic Layout Development Infinite Scroll Motion Design Customized Icon Design Live Authentication Optimized Site Search Logo and Branding

15 business intelligence & analytics Power BI Executive-level dashboards and summary reporting (MBU/ROB) KPIs and business metrics; ROI Compliance (financial and legal) and audit reports Business process analysis and management

reporting highlights WMI provides standard, customized and ad-hoc reporting and PowerBI views for our various clients including Microsoft s World Wide End-

Our reporting and PBI visualizations showcase the metrics, measures, key performance indicators, and service level agreements derived from multiple monetary

16 reporting highlights WMI provides standard, customized and ad-hoc reporting and PowerBI views for our various clients including Microsoft s World Wide End- Customer Funds Organization, Apps & Service Management Offers, World Wide Operations and Skype for Business. Our reporting and PBI visualizations showcase the metrics, measures, key performance indicators, and service level agreements derived from multiple monetary incentive operations and program-related data sources. Our reporting supports multiple business functions and target various Management and Operations audiences/stakeholders. Let us help you tell your story.

C H A L L E N G E : Our client lacked insight into company key performance indicators (KPIs) and service level agreements (SLAs) for multiple departments and multiple work streams.

T H E W O W FA C T O R : WMI developed a custom solution enabling stakeholders (through row level security) to update data exceptions, allowing a bi-directional data view.

17 C H A L L E N G E : Our client lacked insight into company key performance indicators (KPIs) and service level agreements (SLAs) for multiple departments and multiple work streams. Reporting accurate data across teams was limited to static, refreshable excel spreadsheets that did not provide reliable, real-time data. T H E W O W FA C T O R : WMI developed a custom solution enabling stakeholders (through row level security) to update data exceptions, allowing a bi-directional data view. S O L U T I O N : WMI created a customized business intelligence report via Microsoft PowerBI. Our reporting and data visualizations highlight mission-critical metrics and KPIs derived from multiple business operations and data sources. We provided customized dashboards displaying KPIs from budget, spend and investment efficacy information to policy and compliance adherence metrics.

C H A L L E N G E : Our client manages thousands of finance requests for their business incentive funds program making it difficult to

Our client s concern was the amount of time focusing on accounts that never spend and not enough time on those that would.

18 C H A L L E N G E : Our client manages thousands of finance requests for their business incentive funds program making it difficult to predict which projects will have higher ROI. Our client s concern was the amount of time focusing on accounts that never spend and not enough time on those that would. S O L U T I O N : WMI s predictive analysis solution took a complex focus and generated an easy to understand view for project spend forecasting. Our model(s) gave insight to the profile of each project by breaking down the key indicators to create a high confidence level model holding up to historic patterns and new trends. T H E W O W FA C T O R : WMI provided various models with spend insights and analytics. Stakeholders can now select models applicable to both their unique and general business case scenario(s).

19 Sources we know data integration. PowerBI Apps Dashboards Reports Datasets

20 sharepoint deployment Customized application interface Develop process flows to meet client business needs Approval workflow Integrated content management system with publishing features Develop dynamic site apps Web Analytics; PowerBI; Social Media; Media Libraries

G LO B A L TA L E N T A CQ U I S I T I O N P O R TA L C H A L L E N G E Microsoft s Global Talent Acquisition team needed to visualize hiring data for one of the largest headcount investment projects

21 G LO B A L TA L E N T A CQ U I S I T I O N P O R TA L C H A L L E N G E Microsoft s Global Talent Acquisition team needed to visualize hiring data for one of the largest headcount investment projects in the company s history, and provide a central repository of resources for recruiters worldwide. S O L U T I O N WMI built a customized SharePoint site and project administration portal, which highlights hiring progress on the homepage with simple data visualization. Subpages feature each individual hiring project, where project leaders maintain document libraries for their recruiting teams to access resources. In addition, an admin portal allows Global Talent Acquisition staff to create and manage new project subpages as required.

O 3 6 5 R E L I A B I L I T Y S H A R E P O I N T C O L L A B O R AT I O N P O R TA L & I N T E R A C T I V E D A S H B O A R D S C H A L L E N G E Our client needed a solution for optimizing the

22 O R E L I A B I L I T Y S H A R E P O I N T C O L L A B O R AT I O N P O R TA L & I N T E R A C T I V E D A S H B O A R D S C H A L L E N G E Our client needed a solution for optimizing the management of Bill of Materials (BoMs) assets between field resources and corporate teams, as content uploaded by the field was often disorganized and difficult for internal team members to navigate. S O L U T I O N WMI developed a workflow that automated the BoM upload process. The solution included a module that integrated external data sources with local lists content and surfaced them on an interactive dashboard, including drill downs to access additional details. The dashboard also surfaced WebTrends real-time analytics to show site usage reports. Team members also had access to document editing, sharing, and storage using publishing workflows, resource libraries, calendar overlays and managed document sets.

S O L U T I O N Using SSIS & SSRS Management, WMI built a custom application interface to manage business logic between SQL Server

23 S H A R E P O I N T B U S I N E S S I N T E L L I G E N C E P O R TA L C H A L L E N G E Our client was lacking a collaborative team site for sharing executive communications, reports, program resources and business critical information. S O L U T I O N Using SSIS & SSRS Management, WMI built a custom application interface to manage business logic between SQL Server database and SharePoint Online. The site also included real-time business insights with executive-ready views to report status and provide information for key business decisions.

A D S H E L P S H A R E P O I N T O N L I N E I N T E R N AT I O N A L PA R T N E R R E S O U R C E P O R TA L C H A L L E N G E The AdsHelp team was struggling with managing their request intake

24 A D S H E L P S H A R E P O I N T O N L I N E I N T E R N AT I O N A L PA R T N E R R E S O U R C E P O R TA L C H A L L E N G E The AdsHelp team was struggling with managing their request intake process, and as a result IT personnel lacked the ability to effectively coordinate with both internal and external clients. S O L U T I O N WMI introduced a centralized management approach using SharePoint s approval workflow and content management system, which utilized a ticketing system to track the resolution of external and internal IT partner inquiries.

S H A R E P O I N T M E D I A P R E S E N TAT I O N A N D L I B R A R Y W I T H I N T E G R AT E D YA M M E R F E E D C H A L L E N G E Our client was looking for a one-stop shop to more effectively

25 S H A R E P O I N T M E D I A P R E S E N TAT I O N A N D L I B R A R Y W I T H I N T E G R AT E D YA M M E R F E E D C H A L L E N G E Our client was looking for a one-stop shop to more effectively manage team resources, media content, miscellaneous documents and team discussions. S O L U T I O N WMI developed an all-up SharePoint solution containing customized modules that included a collaborative team site, media resource library (with built-in player) and social Yammer feed.

26 what makes us different? Over fifteen years of experience WMI has been in business since We ve successfully executed thousands of projects and worked with numerous clients, from bestin-class global enterprises to emerging start-ups. Depth and breadth of skill sets The WMI team is composed of a unique blend of talented professionals, including software developers, user experience experts, program managers, procurement specialists, and many more. The result is a thorough approach to each project, ensuring that every aspect is addressed by people trained and experienced in that domain. Ability to work cost-effectively Our focus on methodology and best practices ensures deliverables that are correct the first time, requiring minimal rework. This, in effect, means lower cost to our clients. Additionally, we consistently strive to drive efficiencies - through processes, people, and tools/technology to deliver projects on budget and on schedule. Reliability and customer service WMI is a committed, customer-focused partner dedicated to helping our clients succeed. We support a variety of service levels, guaranteeing a response time of four hours for critical requests and no more than two business days for standard inquiries. Our engagement model has the flexibility required to ensure that your needs and priorities are addressed. Efficiency in managing the engagement Engagements are overseen by a senior WMI Client Manager. The Client Manager is responsible for the overall project plan, schedule, staffing, and quality of deliverables. We are passionate about ownership and accountability, requiring minimal project management from our clients. Certifications & Achievements Minority Owned Business Microsoft Certified Partner Microsoft Preferred Supplier Role Based Managed Outsourcer Microsoft Technical Certifications Certified ScrumMaster

contact us: Michael Mpare, CEO michaelm@wmiworldwide.

27 contact us: Michael Mpare, CEO (509) Sally DeBoer, Business Development About WMI

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