Creating a Game Plan for Your Digital Transformation

8:30 - 9:00am Registration & Breakfast
9:00 - 9:30am Welcome
Jeff Pikulik, Microsoft
9:30 - 10:00am Digital Transformation
Daniel Cohen-Dumani, Partner and Market Leader, Withum
10:00 - 10:30am Cyber Security
Anupam Goradia, Senior Manager, Withum
10:30 - 10:45am COFFEE BREAK
10:45 - 11:15am Creating a Data-Driven Enterprise
Daniel Cohen-Dumani, Partner and Market Leader, Withum
11:15 Best practices for creating a game plan
Q&A and Raffle

WithumSmith+Brown, PC | BE IN A POSITION OF STRENGTH
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Jeff Pikulik
Microsoft
Productivity
Specialist
Empowers project teams to innovate by better aligning
and executing solutions.
Enjoys working with forward facing
organizations to deliver modern go
to market strategies, immediate
sales acceleration, and solution
innovation.

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Reinventing Productivity
 For the digital transformation

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86%
of CEOs consider Digital their #1 priority
1 Source: PWC CEO Survey

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Technology is fast reshaping
our world and has the
potential to change
everything – people,
businesses, communities
and nations.”
“
Employees work on nearly 2x the
number of teams than they did
five years ago*
41% employees say mobile business
apps are changing the way they work*
Information overload wastes
25% of employee time, costing
U.S. business $997B each year*
160M customer records leaked*
229 days to detect security infiltration*
- Luis Alvarez, CEO, Global Services, BT
BT Global Services CIO report 2016: The Digital CIO * Multiple industry sources.

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• Engaging Millennials
• Multi-generational teamwork
• Expertise without boundaries
• Transparency to outcomes
• Agility (Pros & Cons)
• Social + digital competition

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“We will reinvent productivity to empower every
person [every team] and every organization on
the planet to do more and achieve more.”
Satya Nadella
Microsoft CEO

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86%
of CEOs consider Digital their #1 priority
Digital Transformation
occurs through projects
and program efforts.
1 Source: PWC CEO Survey

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Projects often fall short of their potential
Do the right projects
of surveyed companies
reported high alignment
between projects and strategy
43%
62%
untapped
potential
current
outcomes
Do the projects right
of projects meet their
goals—a number essentially
unchanged since 2012
Project Management Institute. “Pulse of the Profession: The High Cost of Low Performance.” 2016.

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Global leader in water parks
chooses Project Online to
increase collaboration and
drive digital transformation
“That one ecosystem of products gives us the
overview that we need to see how some of
these really complex, international projects are
pieced together.”
Una DeBoer
Director, Global Marketing and Strategy
Watch the video here

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Tools for all use cases
Common platform for individuals, teams and program work
Best experience across devices
PORTFOLIO
MANAGEMENT
ENTERPRISE
TEAMS
PROJECT
MANAGEMENT
FORMAL
TEAMS
WORK
MANAGEMENT
AD HOC
TEAMS
TASK
MANAGEMENT
INDIVIDUALS

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Only Microsoft supports a holistic model to define, deploy and empower
team-based innovation across the enterprise
P O RT F O L I O
M A N AG E M E N T
P ROJ E C T
M A N AG E M E N T
W O R K
M A N A G E M E N T
T A S K
M A N A G E M E N T
Build teams, assign tasks, schedule timeline, track status, share
content, collaborate
Manage resource & financial constraints
Plan interdependencies of schedule
Measure progress and apply governance
Report performance data
Filter intake to model demand
Build single view of capacity
Optimize business outcomes
Create tasks, categorize, rank by priority, capture notes
STRUCTURE WORK
SHARE WORK
COORDINATE
INVESTMENTS
WORK
BETTER OUTCOMES, GREATER PRODUCTIVITY
FOR INDIVIDUALS, WORK AND PROJECT TEAMS

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MICROSOFT’S PLANNING AND TEAM PRODUCTIVITY TOOLS
P O RT F O L I O
M A N AG E M E N T
E N T E R P R I S E
TA S K
M A N AG E M E N T
A D H O C T E A M S
P ROJ E C T T E A M
M A N AG E M E N T
F O R M A L T E A M S
W O R K
M A N AG E M E N T
I N D I V I D U A L S
OfficeSuite
Visually share & coordinate
shared work effortsMS To-Do App
P r o j e c t O n l i n e
Portfolio
Resource
Capacity
Management
Formal project and
programs delivery
Individual productivity Collaboration, Lists & Content
Dashboards
& Analysis
M S P l a n n e rO f f i c e T o o l s P r o j e c t O n l i n e
https://products.office.com/en-
US/microsoft-teams/group-chat-
software
https://products.office.com/en-us/business/task-
management-software
https://products.office.com/en-
us/project/project-portfolio-management

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Providing users the tools they want to use creates
visibility to shared work, so decisions can be made.

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DEFINE
CLEAR
OBJECTIVES
DRIVE
SOLUTION
ADOPTION
PROVISION
SOFTWARE
& ACCESS
STAGE
SPECIFIC
PRIORITIES
ENHANCE
DATA &
PROCESSES

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Go to Microsoft365.com to learn more
Envision what’s possible with Value Discovery Workshop
Get onboarding and adoption assistance with FastTrack
Next Steps

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Daniel Cohen-Dumani
@dcohendumani
dcohendumani@withum.com
Partner,
Market
Leader
15+ years of Digital Transformation
Expertise with Office 365, SharePoint and
Dynamics
SharePoint Visionary
Interests: Productivity in the
Modern Workplace. Work 2.0
Started working with
SharePoint when nobody
could spell it

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The world works differently today.
The change from a world of individual creation to
real-time, anytime, anywhere collaboration
and co-creation is ever increasing.
of business email
users will primarily
rely on a Surface,
tablet or other
mobile device
by 2018.
50%
of Business believe
mobile apps
will entirely replace
some traditional
solutions in
the near future
71%
3.5 million
Business will use
instant collaboration
apps by 2018, and
2.5 million
will use web
conferencing

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Source: PWC CEO Survey
Trends that will
transform
business,
next ﬁve years (%)
Technological advances
Demographic shifts
Shift in global economic power
Resource scarcity & climate change
Urbanization
CEOs believe technology will
transform their business more
than any other global trend
Source: Gartner

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Blurring the
physical and
the digital
divide
1784 1870 1969 2016

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Microsoft’s Mission is to empower every individual and every organization to achieve
more through Digital Transformation.
Building better, stronger
engagements by
harnessing data
representing a complete
view of your customer,
then drawing actionable
intelligence, predictive
insights that can deliver
personalization at scale.
Engage your
customers
Reinventing products,
services and business
models using digital
content to capitalize on
emerging revenue
opportunities.
Transform
your products
Optimizing operations to
reshape customer
relationships and service
models by gathering data
across a wide, dispersed
set of endpoints, and
drawing insights through
advanced analytics that
can be used to introduce
improvements on a
continuous, real time basis.
Optimize your
operations
Empowering employees
with tools that fuel
collaboration and
productivity, while
mitigating the risks that
come with providing
freedom and space to
employees.
Empower your
employees

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Ignore boundaries
Microsoft AzureEnterprise Mobile & Security Dynamics 365
Microsoft 365

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Anupam Goradia
agoradia@withum.com
Senior
Manager
More than 15 years of professional public accounting
experience, member of the Cyber & Information Security
Services team and the firm’s Governance, Risk and Compliance
Services Group, responsible for business development of
internal audit, risk management and internal control related
consulting services.
Experience includes Sarbanes Oxley
Compliance, implementation of COSO Internal
Control Framework, risk and control
assessment, internal process documentation,
gap analysis and testing.

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- Tim Berners-Lee

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• Accurate
• Legal
• Reliable
• Available
• Transparent
• Complete
• Meet compliance
• Enable decision making
• Enable reporting
• Protected, confidential
• Need to know basis

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D A T A
Recipient’s
systems
Cloud
Mobile Apps,
Social Media
Paper
Storage
Media such
as USBs, SD
cards
Workstations,
Tablets and
Laptops

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Data is stolen
Data is misplaced (i.e. left in a public place)
Data is unavailable
• Ransomware
• Denial of Service
Data is altered unauthorized
Data is not restricted
• Left on desks and in shared spaces
• Left open on laptops, desktops

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Weakness within your own IT systems.
Weakness within your vendor’s IT systems.
Can be a result of human element too!

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Source: https://www.ic3.gov/media/2017/170504.aspx
Business Email Compromise

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Source: BreachLevelIndex.com

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Target
01
Yahoo
02
Anthem
03
Equifax
04
Sony Pictures
05
National
Health
Services, UK
06
SEC EDGAR
07
Washington
State
University
08
FAFSA /IRS
Data Retrieval
Tool
09

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60% of SMBs close
down within 6
months of a cyber
attack.

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In 2014, NIST Cybersecurity
Framework.
Allows organizations- regardless of size,
degree of cyber risk or cybersecurity
sophistication - to apply the principles
and best practices of risk management
to improve the security and resilience
of critical infrastructure.

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IDENTIFY
PROTECT
DETECT
RESPOND
RECOVER
CYBERSECURITY

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PROFILE EXAMPLE
Tiers
Tier 1: Partial
Tier 2: Risk-Informed
Tier 3: Repeatable
Tier 4: Adaptive
GAPS

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An update to its cybersecurity framework in 2017
• Simplifies implementation
• Will include glossary of terms
• Attempts at measurement of cybersecurity
• Integrate cybersecurity in other enterprise objectives
Small Business Information Security: The Fundamentals
(NISTIR 7621 Revision 1)
A crosswalk document exists mapping HIPAA Security
Rule to NIST Cybersecurity Framework at
https://www.hhs.gov/sites/default/files/nist-csf-to-hipaa-
security-rule-crosswalk-02-22-2016-final.pdf

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Know where your data is stored, when it is shared and being transmitted
(i.e. at rest and in motion)
Strong password policy
Continuously updating anti virus and OS patches
Firewalls and web filtering
Encryption of storage media, devices and transmission
Mobile Device Management
Educate, Educate and Educate some more

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Password hygiene
01
Educate yourself and
others
02
Stranger Danger-
don’t reply to unusual
emails
03
Confirm Reply to
Address when
answering emails to
combat impersonation
/ phishing
04
Call back and confirm
05

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Execute
Penetration
Testing and
Vulnerability
Scans
Developing an
“Incidence
Response Plan”
and performing
mock trials
Cybersecurity
Insurance

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A form of ethical hacking
Scope is defined
Result is a report listing:
• Specific vulnerabilities
• Sensitive data
Follow up on findings and take corrective action
Change the scope from year to year.
Change in/out providers for fresh eyes

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Understand what you will be reimbursed for.
Understand that this is new and evolving.
Discuss risk based scenarios and determine risk transference
strategy.
What are the requirements with respect to security
environment and how can they be demonstrated.
Discuss risk based scenarios with your insurance broker to
confirm coverage
Coverage includes Business Associates? (Third Party Coverage)

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Its not just IT. A cyber security incident has
financial, operational and legal ramifications
Ask “Who is going to do what, when, where
and how”. (i.e. similar to DR and BCP)
Different kinds of attacks have different
priorities for remedial action
This is a “table-top” exercise

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Talk to your IT folks. Assess and document
your basic IT controls.
Develop security policies not just for IT
Department but for your business as a whole.
Locate where your data is and monitor its
movement.
Executive Table Top Exercises frequently with
mock trials.

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- Tim Berners-Lee

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Next Up
- Creating a Data-Driven Enterprise
- Q&A and Raffle

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• It simply means basing your business
decisions on actual data coming from
your business operations and
activities (e.g. sales, forecasts, HR
data, financial info, etc.)
• Every commercial and public sector
operation is collecting huge amounts
of information
• Generated by people,
machines, applications
• Structured and unstructured
• Stored in a variety of
locations, systems etc.
• Spreadsheets remain the
most common data source for
business users.

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• Every commercial and public
sector operation is collecting
information
• Data is generated by
people, machines,
applications…just about
everyone and everything
• Immense amounts of data are
being captured but most of it is
not analyzed
• Good News: Almost anyone can
tap into data and start analyzing it
• So, how do you do it?

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• Start with understanding what you want
to know or gain deeper understanding
about it…then:
• Run your data through an analysis tool
like Power BI
• Yes, it is that easy…because data
analysis tools, like Power BI, are
extremely powerful and relatively easy
to use.
• Advanced analytics used to be the
province of large firms and public sector
agencies
• …but tools like Power BI have
democratized data analytics

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Technical Business

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Power BI is a new cloud-based business analytics
service that enables:
Experience your data. Any data, any way, anywhere.
Power BI
✓Fast and easy access to data
✓A live 360º view of the business
✓Data discovery and exploration
✓Insights from any device
✓Collaboration across the
organization
✓Anyone to visualize and analyze
data

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Data sources Power BI service
SaaS solutions
e.g. Marketo, Salesforce, GitHub,
Google analytics
On-premises data
e.g. Analysis Services
Organizational content packs
Corporate data sources or external data
services
Azure services
Azure SQL, Stream Analytics…
Excel files
Workbook data / data models
Power BI Desktop files
Data from files, databases, Azure, and
other sources
Data refresh
Visualizations
Live dashboards
Content packs Sharing & collaborationNatural language query
Reports
Datasets01001
10101
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▪ OLD
▪ Weekly or monthly reporting cycles
▪ Manual refresh of data
▪ Posting or emailing of spreadsheet
▪ Static charts and graphs
▪ No mobile access or alerts
▪ NEW
▪ Daily updates and instant sharing
▪ Automatic refreshes of data
▪ Access through multiple devices
▪ Apps w/ interactive visualizations
▪ User-defined mobile alerts
63
^

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Challenges
• Scattered Data
• Labor Intensive
Reporting Process
• Long Reporting Cycle
Solution
• Automatic
Aggregation and
Cleaning
• Disparate Sources
Combined in Model
• Reports, Dashboards,
and Beyond
Benefits
• Improve reporting
cycle from 3 weeks to
2 days
• Allow drill down and
end user data analysis

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Challenges
• Slow and Unresponsive
• Excel based dashboards
pulling from hundreds of
thousands of entries
• Many data sources all
pulled into a single file
• Difficult to Present
• Can’t share reports
Solution
• Cloud Based Data Model
• Data is aggregated and
analyzed in the cloud, no
more bulky files
• Interactive Reports and
Dashboards
• Explore client’s data
through intuitive
interactive visualizations
Benefits
• Reduce reporting cycle
by 50% and allow real-
time access to key KPI
• Allow drill down and end
user data analysis

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Challenges
•Expensive inadequate business
intelligence processes
•Lots of Manual processes and
Excel reconciliation
•Under-utilized enterprise
analytics
•Expensive licensing
Solution
• Developed data models to
combine data sources which
were previously only matched
up manually in excel;.
• Created reports that provide
visibility for middle-
management and up to see
the impact of their sales,
customer service, and
operations activities
• Replaced expensive, under-
utilized enterprise analytics
and business intelligence
systems with self-service,
interactive reporting and data
management.
Benefits
• Accelerated data ingest and
transformation for
departments using data from
SalesForce, SAP, Hyperion, and
SQL server based systems on a
daily basis
• Automated complex evaluation
measures for sales and
consulting departments which
are used to determine bonus
and commission compensation
•Allow the company to
compare operations, financial
planning, sales, development,
and human resources data for
the first time

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1
Identify and
prioritize
transformational
digital capabilities
around the four
pillars
2
Outline the
benefits of
transformational
capabilities and
measure them
3
Design and develop
a digital business
architecture
4
Pilot deployment of
transformational
capabilities and
validate expected
impact
5
Deploy capabilities
enterprise-wide
and measure
organizational
impact

Digital Workplace Today Blog
http://digital.withum.com/blog
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