With mobile being top of mind in many of our projects, and organisations becoming more sophisticated with sharing knowledge and collaboration, this recent Mbug session presents how Telstra Delivered Competitive Advantage with Document Collaboration and Building a Mobile Solution with SharePoint 2010. Sharon Brennan shares how Telstra achieved competitive advantage and accelerated delivery of quality proposals with SharePoint 2010. The Proposal Builder Tool has allows re-usable content and improvement of the Telstra Enterprise and Government Bid development, by not only making it easier to find the content but also ensuring the successful proposals are used. Sharon will run through the creation of the tool and it’s impact on the organisation. Steve Berry, Solution Architect shared key examples for both applications and solutions optimised for mobile web based delivery. As an expert in User Interface development, Steve focused on the process for delivering mobile solutions with local case-studies.

2. The Agenda
Ed
Sharon
Richard
Brennan
Telstra
Steve
Iatropolous
Danielle Rita
Lorusso Arrigo
The Eventful
Group Oakton

3. MBUG A year old

4. The Mbug Today
SharePoint on
Mobile
@Rachelbotsman
The power of
collaborative
technologies to
transform business,
public services and
the way we live.

5. Sharon Brennan
Manager
Collaboration & Knowledge
Telstra

6. Introduction to the
Proposal Builder Tool (PBT)

7. What is a proposal?
•A document prepared for a Telstra customer, which outlines product and/or services offered for
a particular price.
•It could be as simple as a proposal to purchase mobile handsets
Or
•As complex as the bid for whole of business products and services
•It sometimes also involves the project management of network infrastructure installation and
configuration
•Simple proposals might just involve a Sales person and once signed, delivery and activation of
mobile handsets
•Whole of customer bids often involve many internal staff including specialists, architects, legal,
pricing, project management etc.
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 7

8. Situation before PBT?
•Proposals took too long to finalise
•Sales staff had no central source for templates
•Reused their own documents stored locally
•Documents were emailed to team members and then updates manually merged
•No collaboration space for those working together on a proposal
•Bid Managers used a shared drive to manage bids with no version control and continual space
issues
•No central location for examples of successful proposal documents, staff had to ask around
•New staff had no resource to refer to for guidance
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 8

9. What was the requirement?
The business wanted to:
•focus on reducing the cost of sale and increasing the quality of proposals by reusing, sharing
and collaborating on proposal information
•shorten the time proposal teams spend researching answers to questions
•enable proposals and responses to be created rapidly, easily and intuitively
•provide a single source for historical and current proposal information to our bid team, who can
work collaboratively, as they move opportunities through the proposal process
•make it easy to flag existing material to reuse
•ensure compliance to templates and standards eg SLAs
•enable content owners to be assigned
•provide business processes that underpin the tool
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 9

10. What is the Proposal Builder Tool?
The Proposal Builder Tool includes:
A wizard to create Simple proposal documents
A wizard to create a collaborative workspace for bid teams creating Complex proposals,
providing functionality such as;
• Version control capability
• Structured document libraries
• Bid member task assignment
• Announcement creation
• Workflow
Libraries of approved reusable proposal content (Historical and Boilerplate)
Marketing approved proposal template and image libraries
A search engine to search trusted content:
• stored within the PBT and;
• Stored external to the PBT but on other site collections in the platform
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 10

11. Training for launch
In preparation for the rollout of the PBT, a number
of webinars were held in April with a facilitator
stepping through the tool.
There were three specific webinars targeting the
different users of the tool:
•Sales Lead – Staff who develop Standard
customer proposals.
•Sale Leads and Bid Managers – Staff who develop
non-Standard customer proposals.
•Bid Teams – Staff who contribute to any type of
proposal.
Additionally there was also a corresponding series
of Tutorial Videos available on the PBT.
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 11

12. So what does it look like
Once training is completed individuals gain further information from the User
guide and Quick reference cards. These reside in the tool itself and are also
available via an Intranet site.
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 12

13. Since deployment in May ...
• Historical library will build organically as the tool is being used to develop proposals.
The tool requires users to identify suitable material for inclusion.
• Ongoing series of MasterClasses to ensure that further training and understanding of
the tool occurs.
• Showcased at major Sales event in July to demo to interested parties
• Initially soft launched to stagger adoption, but site administrators have been
approached to extend use and also make it available for our Australian-based Telstra
International staff.
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 13

14. So what have been the results
• Over 400 users – not yet mandated as the only way to develop a proposal
– still waiting for senior management to make it “the only way”
• 30 proposals completed
• Some detractors who just don’t like SharePoint
BUT
• Lots of positive feedback
“Love it, can’t understand why others don’t use it as it’s really easy”
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 14

15. User Resources
Resources provided:
Detailed user manual
Quick Reference Guides (QRGs)
• Simple proposal creation
• Complex proposal creation
• Complex Contributor
• Legal Reviewer
Frequently asked questions (FAQs)
Glossary (PBT specific)
eLearning module with video demonstrations
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 15

16. Questions?
Introduction to the Proposal Builder Tool (PBT) | SEPTEMBER 2012
Page 16

17. Join us in Las
Vegas for Engage with
SharePoint the
Conference
2012!
Ed will be community
presenting
Give yourself a Deliver Australia
competitive edge with Richard Share
insights
and get the inside
scoop about
Sparreboom
'SharePoint 15' while Learn about
learning how to what’s coming
next, from the
better use people who
built the
SharePoint 2010 product

18. Consulting Technology
Office 2013 Preview
18 www.oakton.com.au

19. Consulting Technology
19 www.oakton.com.au

20. Consulting Technology
Documents and Tasks
20 www.oakton.com.au

21. http://www.shareconference.com/au
Early bird rate closes
26-28 So Many Great
this Friday 28th November Speakers!
September
Join us in Melbourne for
Share
@share4business

23. think
Consulting Technology
How you
about a
problem
is more
important
than the
problem
itself
Mobile for SharePoint
Rita Arrigo Principal Consultant

24. Consulting Technology
Mobile Solution Benefits
Features Business Benefits
Centralised management of information via One User Experience
SharePoint 2010
Solution to be built, administrated and delivered Lower Software Set-up Costs
through one platform. Lower complexity of Future
Maintenance / Upgrade Path
No change to system architecture. Becomes Minimises technical risk by using tried
extension of SharePoint environment. and tested existing architecture.
Lowers BAU management overheads.
Use existing Security Model for Identity Reduce management overheads of
Management. users and roles.
Reduce security risk.
Enterprise Web Content Management Out of the box functionality.
No need for extensive testing.
Lowers delivery risk as you only need
No integration points. One application end-to-end. to manage one application end-to-end
24 www.oakton.com.au

25. Consulting Technology
Mobility Solution with SharePoint
Benefits
Web Solution reusable for Mobile devices, including business rules, workflow, validation
and functional requirements utilise exact mechanisms as web solution
One solution, multiple devices, Browser, Tablet, Phone.
Doesn’t require any custom development other than interface and UI development
against current Web Solution
Utilises existing security models for data retrieval, management and user access through
SharePoint security models.
Fits within current infrastructure and systems
Requires no management other than application itself
25 www.oakton.com.au

26. Consulting Technology
Why chose Web over Native
Application
— 1 framework targeted to multiple devices
— 1 codebase to deliver content
— Know your audience and its expansion
— Deliver using standards framework HTML5, CSS3
— Build once, reuse often approach to code
— Use RAD to deliver within timelines
— Use mobility frameworks where possible to enrich
application quickly (Phone Gap, Titanium, JQM etc.)
26 www.oakton.com.au

27. Consulting Technology
Internet & Intranet For QLD Rail
Internet Intranet
Trade Toolbox, Holiday Packages Various Custom Web parts
Google Maps oCEO Blog
Various Custom Web parts oself service team sites
oNews Rotator ocustomisable workflows etc.
oContact Forms etc. Customised search
27
Integration with Thomson Reuters Integration with Thomson Reuters
www.oakton.com.au

28. Consulting Technology
Mobile Site - Enhancement
City network
Branding Most commonly viewed
— Aligns to Queensland content
—Train journey planner, fares,
Rail’s brand guidelines
timetables & service updates
—Clean design, design easy
link through to the TransLink
to view across mobile
website
devices
—Interactive Google map,
including directions
— What’s On content derived
from the Queensland Rail
website
Travel network
Most commonly viewed
content
—Fares, timetables & News and updates
service updates Direct from Queensland Rail’s
—Interactive Google map, media centre
including directions —Provides the most up to date
news items, as loaded by the
Media Team
28 www.oakton.com.au

29. Consulting Technology
Mobile Site - Maps
29 www.oakton.com.au

30. Consulting Technology
Mobile Site - Content
30 www.oakton.com.au

31. Consulting Technology
Built on SharePoint 2010
SQL Server 2008
&
jQuery Mobile Framework

32. Consulting Technology
Ozone – Our Online Collaboration
Platform on SP2010

33. Consulting Technology
Ozone on Mobiles
33 www.oakton.com.au

34. Consulting Technology
34 www.oakton.com.au

35. Consulting Technology
35 www.oakton.com.au

36. http://www.shareconference.com/au
Early bird rate closes
26-28 So Many Great
this Friday 28th November Speakers!
September
Join us in Melbourne for
Share
@share4business