Method overview

Module Overview

Users / Personas / Scenarios / Reference Model

2

Optimized Desktop Strategy

TS RemoteClient

VirtualizedApplications

Virtual DesktopInfrastructure (VDI) or Blade PC

Rich Client

Distribution

Strategy

Personas

Managed Client

Infrastructure

Strategy

1 2 3 4Scenarios, Workloads and

Capabilities

Important Concepts Explained

PersonasPersonas are archetype users which represents a group of employees within the organization. Each Persona has a distinct set of characteristics.


ScenarioA Scenario describes the way an activity can be executed in the future, using new technology.


Reference ModelThe Reference Model helps in translating the end users requirements into the appropriate technical solution.

Personas

7


TS RemoteClient


VDI or Blade PC

Rich Client

Distribution

Strategy

Personas

Managed Client

Infrastructure

Strategy


Capabilities

Persona definitionPersonas are archetype users which represents a group of employees within the organization.

Each Persona has a distinct set of characteristics.

9

Persona Characteristics

Bound to procedures and guidelines

High level of flexibility

Autonomy• Level of autonomy in the

daily routines

Desk-bound or deskless

Mobile, connected, and working everywhere

Mobility• Where is the job executed? • What devices are being

used?• What’s the Persona’s attitude

towards working anywhere/anytime

Task worker, no project-based

teams

Collaboration leader with three or more teams

Collaboration Needs• Percent of time working on a

team• Frequency of collaboration

tool use• Geographic distribution• Managing document versions

High

High

High

Low

Low

Low

10

Current appreciation

Persona’s current profile Description

Innovation adoption behavior

Opportunities Challenges and facts

Solution Benefits

Persona Anatomy

11

Contoso Company Persona Type Overview

KARIM JOHAN

RENATE MARIO

Persona Profile Description

Karim Task Call Center Employee

Johan Office Project Manager

Renate Mobile (1) Executive

Mario Mobile (2) Sales

60 percent

20 percent

10 percent

5 percent

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Segment Workforce in Personas in Four Steps1. How mobile is this user?

Single, alwaysconnected location

Highly mobile, worksboth offline and online

2. How much PC usage autonomy does this user have?

Very little autonomy and control over applications and data

Great deal of autonomy and control over applications and data

3. Begin placing user types

Mobile Workers

Senior ExecutiveBusiness ConsultantField SalesRepresentative

Office WorkersHighly independentconnected workers

Task WorkersBank TellerCall Center Associate

Deskless Workers

Retail AssociateNurseManufacturingFloor Manager

Contractor

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Segment Workforce in Personas in Four StepsStep Four. Consider Special Requirements for Some Users

Office WorkersHighly independentconnected workers

Compliance Productivity

All have high autonomy andare always connected

But some have specialcompliance requirements

Mainstream Office Worker

EngineerDesignerArchitect

Office Worker with SpecialRequirements

Financial TraderGovernment WorkerContractor

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Exercise One: Map your Function Types on Personas

Mobile Workers

….

Office Workers…

Task Workers….

Deskless Workers

…..

Contractor

…..

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Exercise Two: Special Requirements

Mobile Workers

….

Office Workers…

Task Workers….

Deskless Workers

…..

Contractor

…..

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Exercise Three: Persona Distribution

Mobile Workers

10 percent

Office Workers25 percent

Task Workers50 percent

Deskless Workers

15 percent

Contractor

20 percen

t

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Exercise Four: Persona Hardware Profile

Mobile Workers

Laptop / tabletSoftphoneSmartphone

Office WorkersDesktopSoftphoneSmartphone

Task WorkersThin Client Softphone

Deskless Workers

SlateSmartphone

Contractor???

Non mobile task worker. This Persona-type represents 60 % of the total number of employees. Their daily activities are highly repetitive. To a large extend the process information in stead of producing it.

Description:For Karim, technology is simply an means to an end. Karim is able to work independent from other colleagues. He works from 9 to 5. He works according predefined procedures and guidelines and isn't actively involved in optimizing his work. In order to change the way Karim works, his way of thinking needs to be changed first.

Current Situation

KARI

MTask Worker

Distribution of Personas

Karim’s Current Profile Mobility Low High Autonomy Low High Collaboration Low High

Willingness to Innovate

Task Worker

Office worker

Mobile Worker

Deskless worker

Personas – an example

Bottlenecks and Facts

Rating current activities

EfficiencyFocus on effective execution of key activities by administrative staff instead of secondary activities.

Reduced costsReduce paper consumption (including print agendas) and the cost of finding information. "Policy conditions? I had to find them on the public internet!”

Employee satisfactionAdministrative burden is perceived as interfering.

Digitization“At Central Purchasing many contracts and RFP documents are stored, often on paper. Contracts are also still being stored on paper. I am a kind of intermediary between two parties (buyer and supplier)."

Communication

“We don’t have a central facility for Conference calls.”

“For each project, there is a separate document with contact details."

It is Karim’s experience that Telecommuting brings increased productivity. The current state of technology doesn’t support it.

OPPORTUNITY

WO

RKPL

ACE

Task Worker

Solution Benefits

.

Hardware profile

Working in teams

Communication and announcements

Communicating

Finding people and expertise

Organizing and executing meeting

Inter-departmental cooperation

Collaborating on documents

Finding documents

Exchanging confidential information

“For reasons unknown you are not authorized to access relevant information”

User Scenarios

21


TS RemoteClient


VDI or Blade PC

Rich Client

Distribution

Strategy

Personas

Managed Client

Infrastructure

Strategy


Capabilities

22

Scenarios Explained

Scenario description

The storyboard

Cultural and behavioral changes

Rules of engagement

Required IT resources

Required end user skills

Business Benefits explained

Business Benefits Skills IT CapabilitiesRules of engagement

Required Cultural and Behavioral Changes

Future scenario

Storyboard

Smart Meetings

Increased efficiency; shorter meetings.

Increased transparency

Relevant information stored centrally, accessible for the right people.

Accelerated decision making, based on up to date information.

In four steps you can organize, lead, attend a meeting, allocate the meeting’s actions and store all relevant information in a virtual meeting workspace. This helps all participants to effectively prepare the meeting. All participants will have up to date insight in the meeting’s agenda and will work with up to date documentation. The meeting itself can be joined physically or virtually. In a virtual setting the participants will have voice- and video conferencing capabilities readily available.

Creation of meeting workspaces

Adding, changing and deleting meeting workspace content.

Create recurring meetings, using Outlook.

Creating tasks and alerts in Outlook.

Respect people’s time.

When attending a meeting, be prepared.

Keep your electronic calendar up to date. Make your calendar accessible for your colleagues.

Use the meeting workspace to find and share documentation and information.

o Collaboration

o Portals

o Workspaces

o Enterprise Search

o Information Access

o Interactive experience and navigation

This scenario will help you optimizing your meetings. Tasks, meeting minutes, meeting documents are available at your fingertips. All participants can prepare optimally. The meetings will be more structured and will consume less time. Since the meetings can be attended virtually, you can decide on whether to face the traffic jams or not.

Invite meeting participants

On-flight task allocation and producing meeting minutes.

Participants will find their tasks in their mailbox. Status is updated in the meeting workspace.

A meeting location is arranged. This can both be a physical and virtual location. Not all participants need to physically attend.

Initialize a central workspace where all relevant information is stored. This workspace is op to all participants. Participants can add documents, agenda items and others.

Microsoft Reference Model

Distribution Strategy

26


TS RemoteClient


VDI or Blade computer

Rich Client

Distribution

Strategy

Personas

Managed Client

Infrastructure

Strategy

1 2 3 4Scenarios, Workloads,

and Capabilities

28

Distribution Strategy MappingDevices Platform VDI

Application Virtualization

Remote Access

Security Functionality

Thin Client

Desktop Laptop

Personal

DeviceWindows XP

Windows 7

Virtual Host

Session Manag

erManagement

Streaming

Management

Sequencer

SSL VPN

IP-SEC Based

Disk Encrypt

ion

Smart Card/2F

A

Zero Touch Deployment

Session Portabil

ity

Task Worker o

Office Worker

Mobile Worker o

Deskless

Worker o

Infrastructure

31


TS RemoteClient


VDI or Blade computer

Rich Client

Distribution

Strategy

Personas

Managed Client

Infrastructure

Strategy

1 2 3 4Scenarios, Workloads,

and Capabilities

This material is provided for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED.

The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, email address, logo, person, places, or events is intended or should be inferred

Documents

Method overview