How Partners In Health Is Using the Microsoft Cloud to

Improve Global Health

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Perficient is a leading information

technology consulting firm serving clients

throughout North America.

We help clients implement business-driven

technology solutions that integrate business

processes, improve worker productivity, increase

customer loyalty and create a more agile enterprise

to better respond to new business opportunities.

ABOUT PERFICIENT

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PERFICIENT PROFILEFounded in 1997

Public, NASDAQ: PRFT

2014 projected revenue ~$454 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

Consumer Markets

Automotive & Transportation

High Tech

Telecom

Energy & Utilities

Manufacturing

Media & Entertainment

PORTALPortal Frameworks

SearchSecurityWeb AnalyticsWeb Content Management

Social & CollaborationMobilityExperience Design

INTEGRATIONIntegration Frameworks

Cloud ArchitectureReference Architecture

Application IntegrationEnterprise Application IntegrationService Oriented Architecture

Process & Content IntegrationBusiness Process ManagementComplex Event ProcessingRules Engines

DATA & CONTENTBusiness Analytics

Business IntelligencePredictive AnalyticsReporting

Structured Data ManagementData Integration, Quality & GovernanceEnterprise Data WarehouseMaster Data ManagementProduct & Information Management

Unstructured Data ManagementBig DataContent IntelligenceContent Management

Enterprise Search

CUSTOMER EXPERIENCECustomer 360

Multi Channel EnablementRelationship ManagementSocial Engagement

CommerceMarketing Strategy ImplementationOrder ManagementSupply Chain ManagementService & SupportManaged Hosting

Sales & Service SupportCustomer Service, Sales Force Automation

Experience DesignStrategic Roadmaps & Envision Workshops User Research & Metrics AnalysisCreative & Interaction DesignCustom & Responsive UI Development

Digital MarketingSearch Engine MarketingOnline AdvertisingContent StrategyConversion Optimization

Management Consulting

BUSINESS OPERATIONSCorporate Performance Management

Budgeting, Forecasting & PlanningBusiness Analysis & Predictive Analytics

Enterprise Business SolutionsOracle EBSVertex Tax Solutions

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Enterprise Social PlatformsSocial StrategyLync Unified CommunicationsOffice 365

Management Consulting

OUR SOLUTIONS PORTFOLIO

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PERFICIENT & MICROSOFT

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PRESENTERS

Kent Larson, Perficient

Director, Microsoft Practice

Dave Mayo, Partners In Health

Chief Information Officer

David Chapman, Perficient

Director, Change Management

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Transition Slide?

Partners In Health:

Implementing Office 365 with Perficient

Dave Mayo, CIO, PIH

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Partners In Health – Our Mission

• Our mission is to provide a preferential option for the poor in health care. By establishing long-term relationships with sister organizations based in settings of poverty, Partners In Health strives to achieve two overarching goals: to bring the benefits of modern medical science to those most in need of them and to serve as an antidote to despair.

• We draw on the resources of the world’s leading medical and academic institutions and on the lived experience of the world’s poorest and sickest communities. At its root, our mission is both medical and moral. It is based on solidarity, rather than charity alone.

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Partners In Health: Where We Work

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Partners In Health: Haiti

Rebuilding Stronger

Devastation and Destruction in Port-au-Prince, Haiti following the Earthquake, January 2010

Source: Boston.com

Construction of a state-of-the-art, 300 bed, public teaching hospital, which opened March of 2013

Source: Inhabitat.com

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Partners In Health

“Technology allows

Partners In Health to

deliver first world

healthcare to the most

remote regions of the

world.”

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Transition Slide?

Migrating and Enabling Cloud Technologies

Kent Larson, Perficient

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Moving to the Cloud: Project ApproachStarting the O365 Migration Project

Project Team

Existing Exchange environment

Exchange and SharePoint Online in parallel?

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Office 365 Infrastructure

End User Authentication

• Considered Active Directory

Federations Services (ADFS)

• PIH users not domain joined

• Chose Directory Synchronization

Services (DirSync) with password

sync

Directory Synchronization

• Active Directory schema extension

• Synchronizing users, groups and

recipient objects

• User Principal Names

Exchange Hybrid

• Free/busy calendar sharing

• Exchange Management Console

• Familiar Exchange management

tools

• Outlook / Outlook Web App

• MailTips, OOF

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“I want nothing in my datacenter

for Office 365.”

- Dave Mayo, CIO, Partners In Health

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Moving to the Cloud – Technical Architecture

Exchange 2013 Hybrid

Email UserOWA, ActiveSync, Outlook Anywhere

Internet

Office 365

On Premises

End User Connectivity

Domain Controller 3 Domain Controller 4 DirSync Server Mgmt Server

Azure

Domain Controller 1 Domain Controller 2

Locating the Infrastructure

O365 Directory Synchronization Server

– deployed in Azure

End User and O365 Management Server

– deployed in Azure

Domain Controllers

– deployed in Azure & on premises

Exchange Hybrid Server

– deployed on premises

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O365 Deployment / MigrationO365 Infrastructure Deployment

Pilot Mailbox Migrations

- One for US affiliate users

- One for international users

US Production Mailbox Migration

- North America

- Rwanda

- Lesotho

- Haiti

- Russia

- Kazakhstan

- Mexico

- Peru

- Malawi

International Production Mailbox

Migrations

Inception ConstructionElaboration Transition

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Moving to the Cloud: SharePoint OnlineNext Phase – Focus on Collaboration

• Delivering content for Communications & Human

Resources

• Self service team site creation

• Site provisioning / governance

• People Directory

• News Communication Channel

• Searchable repositories of presentation

• HR content

• HR team collaboration

• Enabling an extranet for collaborating with partners

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Data Migration: Metalogix

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Transition Slide?

The Role of Change Management

David Chapman, Perficient

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Partners In Health – Change Management

• Our definition: Change Management = Preparing the People

• We applied our four-phased Organizational Change Management

(OCM) methodology on this engagement

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Partners In Health – Change Management

The people situation:

• Over 2,500 employees worldwide (seven countries; four continents),

all with unique technical challenges

• Email platforms migrating FROM:

• OneDrive

• Technology is not our target users’ top focus OR

priority

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Partners In Health – OCM Solution Deployed

• Created a standard set of repeatable

communications for each of the four

(4) migrations

• Goals were to inform the target

audiences:

1) Why this initiative is important

2) Let target audiences know what

to expect and when

• Translated into Haitian Creole,

Spanish, and Russian to meet users

on their termsRepeatable Migration Communication Timeline

Communications Approach

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Partners In Health – OCM Solution Deployed

• Conducted interviews, executive

briefings, informational seminars,

web portals, and quick tip

notifications prepared users for how

to work effectively after go-live

• Used surveys and face-to-face

interaction to gather real-time

feedback to the project team on

change strategy effectivenessSample Deliverable

Enablement Approach

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Partners In Health – OCM Solution Deployed

Created a self-service portal (kept

current) to disseminate updated project

information:

• Project overview/benefits

• Timelines

• Tips and training

• Quick Reference Guides

User Focus

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Partners In Health – OCM Results

• Communications informed user base of changes coming, why they are

important, and provided detailed instructions on actions needed by

each individual during the migration

• Worldwide demos and help guides provided users with the knowledge

and resources to be successful

• Change Management effort minimized migration-related help desk

tickets allowing IT team to focus on pressing priorities

• Change Management program was developed to work within client’s

resource constraints and be transferable and repeatable after

contracted support ends

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“Perficient’s Organizational Change

Management expertise enabled us to deploy

Office 365 to informed end users in a

seamless, efficient and professional manner.”

– Dave Mayo, CIO, Partners In Health

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Perficient:

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Partners In Health:

Twitter.com/PIH

Visit: pih.org