The document discusses digital transformation and how the Microsoft platform enables it. It defines digital transformation as realigning technology and business models to engage digital customers. This involves improving the customer experience through differentiation and improving business optimization through efficiency. The Microsoft cloud helps drive digital transformation by making businesses more agile, lowering barriers, speeding time to market, and optimizing platform costs. Microsoft platforms and products like Office 365, Azure, Dynamics CRM, and SharePoint align well with trends in customer experience around connectivity, data, and velocity. Partners can help clients plan and execute a digital transformation strategy and roadmap by providing expertise, best practices, and help with solutions like architecture, experience design, and change management.

1. Digital Transformation
and the Microsoft Platform

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Perficient is a leading technology and
management consulting firm serving Global
2000 and enterprise clients throughout
North America.
We deliver digital experience, business optimization
and industry solutions that enable clients to improve
productivity and competitiveness; strengthen
relationships with customers, suppliers, and partners;
and reduce costs.
ABOUT PERFICIENT

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PERFICIENT PROFILE
Founded in 1997
Public, NASDAQ: PRFT
2014 revenue $456.7 million
Major market locations:
Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago, Cincinnati, Columbus,
Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Lafayette, Milwaukee,
Minneapolis, New York City, Northern California, Oxford (UK), Southern California,
St. Louis, Toronto
Global delivery centers in China and India
>2,600 colleagues
Dedicated solution practices
~90% repeat business rate
Alliance partnerships with major technology vendors
Multiple vendor/industry technology and growth awards

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INDUSTRIES
Healthcare
Financial Services
Life Sciences
Retail & Consumer Goods
Automotive & Transportation
High Tech
Telecom
Energy & Utilities
Manufacturing
Media & Entertainment
INTEGRATION
Integration Frameworks
Cloud Architecture
Reference Architecture
Application Integration
Enterprise Application Integration
Service Oriented Architecture
Process & Content Integration
Business Process Management
Complex Event Processing
Rules Engines
DATA & CONTENT
Business Analytics
Business Intelligence
Predictive Analytics
Reporting
Structured Data Management
Data Integration, Quality &
Governance
Enterprise Data Warehouse
Master Data Management
Product & Information Mgmt
Unstructured Data Management
Big Data
Content Intelligence
Content Management
Enterprise Search
CUSTOMER EXPERIENCE
Customer 360
Multi Channel Enablement
Relationship Management
Social Engagement
Commerce
Marketing Strategy Implementation
Order Management
Supply Chain Management
Service & Support
Managed Hosting
Sales & Service Support
Customer Service, Sales Force Automation
Experience Design
Strategic Roadmaps & Envision Workshops
User Research & Metrics Analysis
Creative & Interaction Design
Custom & Responsive UI Development
Digital Marketing
Search Engine Marketing
Online Advertising
Content Strategy
Conversion Optimization
Management Consulting
OUR SOLUTIONS PORTFOLIO
PORTAL
Portal Frameworks
Search
Security
Web Analytics
Web Content Management
Social & Collaboration
Mobility
Experience Design
BUSINESS OPERATIONS
Corporate Performance Management
Budgeting, Forecasting & Planning
Business Analysis & Predictive
Analytics
Enterprise Business Solutions
Oracle EBS
Vertex Tax Solutions
Human Resource Solutions
Employee Portals
Human Resource Management
Talent Management
Enterprise Social Platforms
Social Strategy
Lync Unified Communications
Office 365
Management Consulting

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Perficient has consistently been recognized by
Microsoft as one of the software giant’s most valuable
partners – and especially in regards to the cloud.
With nationally-known experts on the Office 365, Azure
and Yammer platforms – as well as a deep and rich
history in SharePoint, Lync (now Skype for Business),
and Exchange – we are well positioned to partner with
you as you transform your business.
Perficient & Microsoft
A rich relationship that has made us a
Premier Cloud Partner, Nationwide

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OUR SPEAKER
Rich Wood, Director at Perficient
• Enterprise technology strategist and leader of high-performing technology consulting teams
• Recognized thought leader in enterprise social networking, intranets and collaboration
• Digital transformation experience on both sides of the coin: customer experience and business
optimization alike
• Regularly publishes industry analysis at CMSWire.com
• Presents at regional and national forums including SharePoint
Conference 2014

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Digital Transformation
with the Microsoft Platform
AGENDA
What is Digital Transformation? What will it do for me?
– Customer Experience
– Business Optimization
Where does Microsoft fit?
Where and when Microsoft Partners add value

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What is Digital Transformation?

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What is Digital Transformation?
The realignment of, or new investment in,
technology and business models to more
effectively engage digital customers at every
point in the customer experience lifecycle.
— Altimeter
“
”

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In Other Words...
Differentiation
delivered
efficiently

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The Goal is Digital Maturity
Digital customer
experience
(differentiation)
Digital operational excellence
(efficiency)

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The Goal is Digital Maturity
Digital customer
experience
(differentiation)
Digital operational excellence
(efficiency)
Digital maturity

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Transform: From Digital Prey to Digital Predator
Source: Forrester Research, 2015
Digital customer
experience
Digital operational excellence

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Digital Transformation Part 1:
Customer Experience

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CX = Sum of All Interactions with a Brand
PRODUCTS
BROADCAST
PUBLICATIONS SOCIAL
EVENTS
DIRECT MAIL
IN STORE
WEB
MOBILE
EMAIL
BRANCH
GAMING

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CX Trends Driving Massive Change...
Rising Customer
Expectations
Amazon, Zappos, Facebook,
Apple, et al are redefining
service, speed and ease-of-use
Continual
Connectedness
Adoption of digital channels is
driving demand for choice and
connectedness
Organizational
Velocity
Tech lowers barriers to entry
and increases speed; slow
response invites disruption
Abundance of
Customer Data
Requires competency in turning
complex data into business
insight

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…but Most Companies Have Not Adapted
Source: Temkin Group Insight Report, State of CX Management 2014
Only 10% of large companies
have achieved top levels of
customer experience maturity
10LEVEL 5+
%

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CX Adapters Reap Benefits
Source: Gartner Research, “Leading on the Edge of Chaos”, 2013, Emmet Murphy and Mark Murphy)
Companies that
prioritize customer
experience generate
60% higher profits
than competitors
+60%

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CX Adapters Reap Benefits
Increase in
Company Value
=Increase in Customer
Retention
10
Source: Bain & Company Study
% 30%

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CX Leaders Outperform the Market
50%
40%
30%
20%
10%
0%
-10%
-20%
-30%
-40%
Customer
Experience
Leaders
Customer
Experience
Laggards
S&P 500
Index
43%
15%
34%
Source: Watermark Consulting, 2013
6-year stock
performance of CX
leaders vs. S&P 500
vs. CX laggards

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Digital Transformation Part 2:
Business Optimization

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Digital Operations = Business Optimization
• Digitization of business operations in service of customers
• Focusing first on agility
• Secondly on maximizing efficiency
Source: Forrester Research, 2015

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Digital Operations: See Technology as a Strategic Asset
Solves all areas of a digital
architecture
Optimize operations using
APIs
Use agile and iterative
development techniques to
innovate rapidly
Prioritize investments in
digital assets that create
business agility
Create infrastructure
plasticity
Use customer
understanding to predict
the next best action
Use context to make it
personal
Measures success and
failure
Empower employees with
digital tools to build
collaboration networks

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Digital Operations: See Technology as a Strategic Asset
Solves all areas of a digital
architecture
Optimize operations using
APIs
Use agile and iterative
development techniques to
innovate rapidly
Prioritize investments in
digital assets that create
business agility
Create infrastructure
plasticity
Use customer
understanding to predict
the next best action
Use context to make it
personal
Measures success and
failure
Empower employees with
digital tools to build
collaboration networks

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The Great Enabler? The Cloud
Solves all areas of a digital
architecture
Optimize operations using
APIs
Use agile and iterative
development techniques to
innovate rapidly
Prioritize investments in
digital assets that create
business agility
Create infrastructure
plasticity
Use customer
understanding to predict
the next best action
Use context to make it
personal
Measures success and
failure
Empower employees with
digital tools to build
collaboration networks

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Great. So where does Microsoft fit?

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Where does Microsoft fit?
Office 365 and Azure:
How the Microsoft Cloud
Enables Digital
Transformation
Enabling CX:
How Microsoft Aligns
with Customer
Experience Trends
Products, Platforms and
Building Blocks:
How Microsoft pairs to
Digital Transformation

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The Cloud Enables Digital Transformation
MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS
The Cloud Enables Digital Transformation

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The Microsoft Cloud
Enables Digital Transformation via Business Optimization
MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS

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Aligning the Microsoft Platform with CX Trends
Rising Customer
Expectations
Continual
Connectedness
Organizational
Velocity
Abundance of
Customer Data

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Aligning the Microsoft Platform with CX Trends
Dynamics CRM Online
Azure PaaS: Platform as a Service
Azure IaaS: Infrastructure as a Service
Rising Customer
Expectations
Continual
Connectedness
Organizational
Velocity
Abundance of
Customer Data

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Aligning the Microsoft Platform with CX Trends
Sitecore Experience Platform
Commerce Solutions
Dynamics CRM Online
Azure PaaS: Platform as a Service
Azure IaaS: Infrastructure as a Service
Rising Customer
Expectations
Continual
Connectedness
Organizational
Velocity
Abundance of
Customer Data

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Aligning the Microsoft Platform with CX Trends
Rising Customer
Expectations
Continual
Connectedness
Organizational
Velocity
Abundance of
Customer Data
Dynamics CRM Online
Office 365 Exchange Online
SharePoint Next Gen Portals
Yammer
Azure PaaS: Platform as a Service
Azure IaaS: Infrastructure as a Service
Sitecore Experience Platform
Commerce Solutions

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Aligning the Microsoft Platform with CX Trends
Rising Customer
Expectations
Continual
Connectedness
Organizational
Velocity
Abundance of
Customer Data
Dynamics CRM Online
Office 365 Exchange Online
SharePoint Next Gen Portals
Yammer
Azure PaaS: Platform as a Service
Azure IaaS: Infrastructure as a Service
Delve and Dynamic Search
Power BI
SharePoint Classic
Sitecore Experience Platform
Commerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data
Digital Marketing
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data
Digital Marketing
Digital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data Email in the Cloud
Digital Marketing
Digital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data Email in the Cloud
Digital Marketing Compelling Experiences
Digital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data Email in the Cloud
Digital Marketing Compelling Experiences
Social, Business InsightsDigital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data Email in the Cloud
Digital Marketing Compelling Experiences
Social, Business Insights
Development Platform: Custom Applications
Digital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Customer Data Email in the Cloud
Digital Marketing Compelling Experiences
Social, Business Insights
Development Platform: Custom Applications
Infrastructure and Datacenter Solutions
Digital Commerce
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Dynamics CRM Online
Where Microsoft fits: Platforms, Products and Building Blocks

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online
Sitecore Experience Platform

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online
Sitecore Experience Platform
Commerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online Office 365 Exchange Online
Sitecore Experience Platform
Commerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online Office 365 Exchange Online
Sitecore Experience Platform SharePoint, Delve, Portals
Commerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online Office 365 Exchange Online
Sitecore Experience Platform SharePoint, Delve, Portals
Yammer, Power BICommerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online Office 365 Exchange Online
Sitecore Experience Platform SharePoint, Delve, Portals
Yammer, Power BI
Azure PaaS: Platform as a Service
Commerce Solutions

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Customer
Experience
Business
Optimization
DigitalTransformation
Where Microsoft fits: Platforms, Products and Building Blocks
Dynamics CRM Online Office 365 Exchange Online
Sitecore Experience Platform SharePoint, Delve, Portals
Yammer, Power BI
Azure PaaS: Platform as a Service
Azure IaaS: Infrastructure (even Datacenter!) as a Service
Commerce Solutions

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Where and When
Microsoft Partners add value

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The Microsoft Cloud
Enables Digital Transformation via Business Optimization
MAKES BUSINESS MORE
AGILE
LOWERS
BARRIERS
SPEEDS TIME TO
MARKET
OPERATIONALIZES
PLATFORM COSTS

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A Partner Helps You Plan the Transformation
CX Maturity Level
Understand organizational capability,
competency and capacity for executing
CX initiatives
Customer Insight
Establish a thorough understanding of
the customer’s journey and identify
needs across digital touch points
Aligned Vision
Define a bold, business-building vision
to align the organization around new
directions and opportunities
Business Forecast
Determine investments required to
execute the strategy; estimate potential
business impact (ROI)
Road Map
Plan resource allocation and initiative
sequencing across a multi-year time
horizon
Differentiating Strategies
Define distinct strategies to position the
brand for success as measured by key
performance indicators
Illustrated Future State
Demonstrate the potential of strategic
ideas with compelling mock-ups and
prototypes
Technology Audit
Assess tech capabilities, platforms
and partnerships to help inform
decision-making and investments
INSIGHT VISION PLAN

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A Partner Helps You Execute the Plan
Customer Focused… …and Engaged Employees

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A Partner Helps You Execute the Plan
Customer Focused… …and Engaged Employees
SolutionArchitecture
DeepPlatformExpertise
KnowledgeableStrategists
IndustryBestPractices

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A Partner Helps You Execute the Plan
UI Design
Digital Experience
Digital Commerce
CRM and Reporting
Mobile Apps & Responsive
Customer Focused… …and Engaged Employees
SolutionArchitecture
DeepPlatformExpertise
KnowledgeableStrategists
IndustryBestPractices

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A Partner Helps You Execute the Plan
UI Design
Digital Experience
Change Management (OCM)
OCM Leadership
OCM Design
OCM Training
OCM Communication
Digital Commerce
CRM and Reporting
Mobile Apps & Responsive
Customer Focused… …and Engaged Employees
SolutionArchitecture
DeepPlatformExpertise
KnowledgeableStrategists
IndustryBestPractices

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Registration Coming Soon…
Optimize Business Performance
by Moving Apps to the Microsoft Cloud
Wednesday, July 29 | 1:00 PM CT

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Thank you!