creating a game plan for your digital transformation

8:30 - 9:00am Registration & Breakfast9:00 - 9:30am Welcome

Jeff Pikulik, Microsoft

9:30 - 10:00am Digital TransformationDaniel Cohen-Dumani, Partner and Market Leader, Withum

10:00 - 10:30am Cyber SecurityAnupam Goradia, Senior Manager, Withum

10:30 - 10:45am COFFEE BREAK10:45 - 11:15am Creating a Data-Driven Enterprise

Daniel Cohen-Dumani, Partner and Market Leader, Withum

11:15 Best practices for creating a game planQ&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 NadellaMicrosoft 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%

untappedpotential

currentoutcomes

Do the projects right

of projects meet theirgoals—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

http://customers.microsoft.com/en-ca/story/whitewater-discrete-manufacturing-project-online-dynamics365-project-service-automation-powerbi-en

http://customers.microsoft.com/en-ca/story/whitewater-discrete-manufacturing-project-online-dynamics365-project-service-automation-powerbi-en


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Tools for all use cases

Common platform for individuals, teams and program work

Best experience across devices

PORTFOLIO

MANAGEMENT

ENTERPRISETEAMS

PROJECT

MANAGEMENT

FORMAL TEAMS

WORK

MANAGEMENT

AD HOC TEAMS

TASK

MANAGEMENTINDIVIDUALS


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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 A G E M E N T

P R O J E C T

M A N A G 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 A G E M E N T

E N T E R P R I S E

TA S K

M A N A G E M E N T

A D H O C T E A M S

P R O J E C T T E A M

M A N A G E M E N T

F O R M A L T E A M S

W O R K

M A N A G E M E N T

I N D I V I D U A L S

Off

ice S

uite

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 sP 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

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

https://transform.office.com/

http://fasttrack.microsoft.com/


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Daniel Cohen-Dumani@[email protected]

Partner,Market Leader

15+ years of Digital Transformation Expertise with Office 365, SharePoint and DynamicsSharePoint 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 advancesDemographic shifts

Shift in global economic powerResource 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 digitaldivide

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 [email protected]

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

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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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IDEN

TIFY

PRO

TEC

T

DET

ECT

RES

PON

D

REC

OV

ER

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 solutionse.g. Marketo, Salesforce, GitHub, Google analytics

On-premises datae.g. Analysis Services

Organizational content packsCorporate data sources or external data services

Azure servicesAzure SQL, Stream Analytics…

Excel filesWorkbook data / data models

Power BI Desktop filesData from files, databases, Azure, and other sources

Data refresh

Visualizations

Live dashboards

Content packs Sharing & collaborationNatural language query

Reports

Datasets01001

10101

62


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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 Bloghttp://digital.withum.com/blog

Next Steps

Let Us Guide You to Your Digital Transformation with OurDigital Workplace Roadmap Workshop Guide

http://digital.withum.com/blog

http://info.portalsolutions.net/hubfs/E-books and white-papers_Withum/Digital-Workplace-Roadmap-Workshop-Guide_Withum.pdf