Management 8:30 to 8:50 Extending CRM in the Public Sector Ron Cooper, Microsoft

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Agenda Modernizing Grants and Contributions Modernizing Grants and Contributions 8:30 to 8:50 Extending CRM in the Public Sector Ron Cooper, Microsoft 8:50 to 9:30 Industry Perspective:

1 Agenda Modernizing Grants and Contributions Modernizing Grants and Contributions 8:30 to 8:50 Extending CRM in the Public Sector Ron Cooper, Microsoft 8:50 to 9:30 Industry Perspective: Transformation In Grants and Contributions Paul Witherow, Deloitte 9:30 to 10:00 Grants and Contributions Framework Eric Alain, Eperformance 10:00 Break 10:15 to 11:15 Grants and Contributions Automation Case Study - SMART 11:15 to 11:30 Q and A Eperformance

2 Extending CRM in the Public Sector Ron Cooper Solution Specialist, Microsoft Canada

Key Challenges 1 2 3 Improving Citizen and Stakeholder Service External Internal New management frameworks Increasing Operational Efficiency Classic

3 Key Challenges Improving Citizen and Stakeholder Service External Internal New management frameworks Increasing Operational Efficiency Classic Business Case Cost Savings FTE Reduction/Attrition Compliance & Accountability (Transparency) Audit ability New Frameworks Legislation More with Less

Not Just A Private Sector Sales Tool Outlook, Web & Mobile Clients

Dashboards Configurable Schema, Forms and Workflow Request and Task

& Investigations Integrate with existing LOB Systems Relationship:

4 Not Just A Private Sector Sales Tool Outlook, Web & Mobile Clients Outreach and Contact Case & Incident Rich Analytics Reporting & Dashboards Configurable Schema, Forms and Workflow Request and Task Grants and Contributions Correspondence Tracking Field Inspections & Investigations Integrate with existing LOB Systems Relationship: a state involving mutual dealings between people or parties or countries

5 Revolutionizing Public Sector CRM State of Kansas, Dept of Administration State of Alaska, Dept of Administration State of Virginia, Center for Innov Tech County of King, WA University of California Child Focus, Belgium City of Fontana California Teachers Association South Africa Tourism NC Department of Justice Montgomery County MD, Public Housing US Air Force, Europe US Air Force, District of Washington US Air Force, Request for Forces Cardean University Ivy Tech College Eastern Maine Technical College Request and Task Outreach and Contact Grants and Contributions US Dept of Agriculture, NRCS Welsh Assembly Govt, Dept of Economy and Transport Washington Department of Economic Development Case & Incident Correspondence Tracking Los Angeles County City of Bellevue, WA City of Moreno Valley, CA County of Kitsap, WA County of Osceola, FL County of Seminole, FL Field Inspections & Investigations State of Florida Highways US Dept of Veteran s Affairs County of Harris, Texas State of Maryland, Dept of Education Defense Treat Reduction Agency US DOD Inspector General City Of Houston, Nuisance Abatement Office of The Privacy Commissioner of Canada US Dept of Veterans Affairs State of California, Dept of Insurance Sate of California, Dept of Corporations State of Oklahoma, Dept of Commerce City of New York, Economic Development Port of Tacoma, WA Republican Party of California County of St. Louis, MO Yale University US Farm Credit Administration

6 Public Sector Relationship Platform Tribunal Improvised Explosive Device (IED) Tracking Government Asset Maintenance Compliance Verification Visitor or Checkpoint Tracking Ombudsman Patient Record Service Reference Models (MRM, GSRM)

2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S.

Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the

7 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Fatma Nasoz, PhD Senior Resident Scholar, The Lincy Institute Assistant Professor, Department of Computer Science, UNLV

Fatma Nasoz, PhD Senior Resident Scholar, The Lincy Institute Assistant Professor, Department of Computer Science, UNLV Presented at Brookings Mountain West Research Colloquium Series: Making Cooperative