Project Cortex • Q&A (Part 1) • Partner Value • Q&A (Part 2) Joining Us Today

Agenda

• Business case for Project Cortex • Q&A (part 1) • Partner value • Q&A (part 2) Joining us today

Graeme Everitt Jesse Murray –

Ruben Hugo

In a world of volatility, harnessing knowledge and insights empowers people to act quickly, and organizations to be more resilient. Mott MacDonald

“Our success is based on our employee’s knowledge and how they apply that knowledge to what they’re doing. Microsoft 365 enables connected thinking …helping us realize quicker speed to market with our projects.” - Productivity Applications Architect, Mott MacDonald

Operating from 180 principal offices in 50 countries, Mott MacDonald is a global engineering and consulting firm helping clients navigate many of the planet’s most intricate challenges.

Looking to help their employees more easily share and acquire knowledge, Mott MacDonald deployed Microsoft 365, connecting their people with knowledge, experts and insights. Now employees can learn and contribute to practice areas and projects by tapping into the organization’s knowledge communities from anywhere in Microsoft 365. MottMac video Content Knowledge

Graph

Experiences Insights Experiences AGILITY GraphInsightsKnowledgeContent RESILIENCE Knowledge discovery

Connect people with Content Expertise & services knowledge, experts answers and insights

Workplace insights Knowledge discovery Overwhelming amounts of data

The average interaction worker spends almost 20% of time, searching for information.

A searchable record of knowledge can reduce, by as much as 35 percent, the time employees spend searching for company information.

Source: McKinsey and International Data Corp The social economy: Unlocking value and productivity through social technologies How Microsoft can help you modernize knowledge discovery

What our customers are telling us How Microsoft 365 can solve for common challenges

Knowledge identification Knowing where to search The way people search for what is challenging is often inefficient

Knowledge curation

People don’t know which Multiple tools drive search results to trust context switching Content governance Project Cortex KNOWLEDGE DISCOVERY & CURATION SCENARIOS Knowledge discovery and curation

identify topic Topic cards knowledge and experts pages topic topics centers or Microsoft Search With content from across Microsoft and connected systems With content from across Microsoft and connected systems Cortex applies AI to connect knowledge and discover topics

v Cortex creates topic pages

v Experts curate and augment topic pages Experts curate and augment topic pages From topic pages, Cortex builds topic cards

. From topic pages, Cortex builds topic cards

1 From topic pages, Cortex builds topic cards

. which your team can surface in the apps they use everyday

. Content services

Content services Improved governance and control

Content classification and curation savings: $1.2 million to $3.3 million

Improved discovery savings: $42 million to $127 million

Avoided legacy tools and professional services savings: $864,482 to $1.2 million.

Source: Forrester (July 2020) New Technology: The Projected Total Economic Impact™ of Project Cortex How Microsoft can help you modernize content services

What our customers are telling us Microsoft 365 solves these challenges

Content understanding Disconnected silos across Labor intensive, error prone LOBs & legacy systems data entry & interpretation

Content processing

Managing and applying Compliance, records & metadata & taxonomies retention management Content governance Project Cortex CONTENT SERVICES SCENARIOS Intelligent content services

Create no-code AI models to classify Automate capture, ingestion and Control and manage content to and extract information from content categorization of content and improve security and governance to automatically apply metadata for streamline content-centric with integration to Microsoft knowledge discovery and reuse. processes using Power Automate. Information Protection. Document libraries Content storage and management in Microsoft 365

Modern, thumbnail-centric view with viewers for 300+ file types delivered through Microsoft Teams and SharePoint

Uses responsive design and accessibility standards to look great on any device

Sync files to any device with OneDrive

Move files among libraries with metadata, versions and policy

Bulk editing, check-in/check-out and approvals, signals, modern document set Microsoft Graph content connectors Content management for storage outside Microsoft 365

Extend Microsoft 365 experiences Build your experience

Custom search portals Documents Conversations Portals Timeline Search Line of business apps/solutions

Microsoft Graph APIs Microsoft Graph

Connectors Your enterprise data sources Microsoft built connectors 130+ connectors available through partners https://aka.ms/GraphConnectors Project Cortex: Strengthening the metadata foundation Tag content automatically with precise terms for search, workflow, and compliance

Search enrichment Coherent/consistent across Microsoft 365 Find content based on terms

Consistent tagging experience with Improved content type publishing, contextual term suggestions and discovery, and enforcement with Auto Tagging unified taxonomy services Content understanding Apply machine learning and machine teaching to recognize and extract information, and to automatically categorize content

DISCOVER PROCESS GOVERN

Automated text & Forms processing File classification and object detection entity extraction for photos, scanned files, for structured forms, such as for unstructured documents receipts, business cards claims, applications & invoices such as contracts, proposals, manuals, and resumes

Compliance Leverage MIP label policies for sensitivity and retention

Retention label defines record policy based on document age or external event

Sensitivity label sets DLP, encryption, sharing, conditional access policies

Labels can be interactively applied by users ContentType:Contract

Labels can be automatically applied by Cortex content services AI models

Analytics and File Plans provide scaled management of label usage and policies Microsoft Information Protection Understand sensitive and business critical data across your organization

Built-in Built-in labeling and protection experience in Office apps, Office 365 services, other Microsoft services like Power BI, Edge, and Windows

Intelligent Accuracy in classification via AI-based classification and exact data match

Unified Single admin console to configure and manage your policies and view analytics across on-premises, Office apps, Microsoft 365 services, third-party party services (via MCAS) and devices

Extensible MIP development platform extends the protection experience, in a consistent way, to popular non-Microsoft apps and services Built in Encryption and Key Mgmt Capabilities for added protection and control OME/AIP

Meets rigorous industry standards

Data is encrypted by default at-rest and in-transit Service Encryption TLS Additional customer controls for added protection and control

Option to manage and control your own encryption keys to help meet BitLocker compliance needs Microsoft Information Governance Intelligent and built-in data and records management

Information Governance In-place management Keep what you need and delete what you don’t Retain data and manage records where your users collaborate

Automated policy Classify and govern data at scale with pattern Automatically retain, recognition and trainable classifiers delete, and store data and records in Ongoing data ingestion a compliant manner Manage chats, social, and collaboration data Records Management beyond Microsoft with high-fidelity import Manage high value content and meet recordkeeping obligations

Enhanced defensibility Demonstrate compliance with proof of disposals, defensible disposition, and rich audit trails Advanced eDiscovery Quickly find and respond with only the relevant information

Custodian management and communications Preserve content by custodian, send hold notifications, and track acknowledgements

Deep crawling and indexing Deep processing (e.g., much higher size limits, non-Microsoft file types) to extract and index text and metadata

Review and manage case data Manage static sets of documents within a case, that can be independently searched, analyzed, shared, and acted upon

Cull your data intelligently with ML Near duplicate detection, email threading, themes, and ML models to identify potential high value content Advanced Audit Power fast and effective forensic and compliance investigations

Access crucial events to investigations

Preserve audit logs granularly by individual and event for up to a year

High bandwidth access to data with ~2x the baseline Microsoft Compliance Score Simplify compliance and reduce risk

Continuous assessments Detect and monitor control effectiveness automatically with a risk-based score

Recommended actions Reduce compliance risks with actionable guidance

Built-in control mapping Scale your compliance efforts with built-in mapping across regulations and standards

Compliance Score is a dashboard that provides your Compliance Score and a summary of your data protection and compliance posture. It also includes recommendations to improve data protection and compliance. This is a recommendation; it is up to you to evaluate and validate the effectiveness of customer controls as per your regulatory environment. Recommendations from Compliance Manager and Compliance Score should not be interpreted as a guarantee of compliance. RESULTS: Improved precision and consistency

Manage metadata, taxonomy and content types Seamless tagging with DISCOVER contextual suggestions

PROCESS

Integration with content understanding GOVERN

Graeme Everitt Agilisys Ltd Managing Partner : Workforce Productivity Third Floor [email protected] One Hammersmith Broadway London W6 9DL United Kingdom

Telephone: +44 (0)845 450 1131 Fax: +44 (0)845 450 1132 Ruben Hugo Email: [email protected] Agilisys Content Services Lead [email protected] 58 Agilisys - What we do

Making digital perform for UK Public Sector

Proven Implementers Public Service Experts We have migrated over 130,000 users Worked with over 120 UK public to M365 service organisations in the last 5 years

Content Services Experts Microsoft Specialists Specialist expertise, skillsets and capabilities in implementing M365 technologies & supporting business change, including auto- classification solutions

59 Agilisys are investing in Project Cortex

We see Project Cortex as a game changer for our UK Public Sector clients • Significant improvements in content management efficiency • Rapid compliance with regulatory standards o GDPR, UK DPA 2018, PCI DSS • Enriching & transforming content into knowledge • Enabling tacit knowledge to be captured & shared • Reduced overhead for onboarding staff onto new projects & into the organisation

Agilisys have made the following investments

Content Services Team Training Private Forrester Previews TEI Assessment

60 Agilisys: Project Cortex Service Offerings

Information Architecture Refresh

Knowledge Management

Advanced Classification

Intelligent Compliance

Advanced Workplace Automation

We have already published these Cortex related services in the UK G-Cloud catalogue 61 Case Study – London Borough of Barking & Dagenham

CHALLENGE SOLUTION IMPACT

The existing legacy Information Architecture needed to be Fast, secure and flexible collaboration across content management solution was refreshed to re-align with the organisation. the organisation and with external partners holding the council back. enabled. We provisioned new Teams, SharePoint Disparate content sources and a lack of Online Sites and OneDrive Sites. Rapid compliance with GDPR & UK DPA. structure across 10 million documents. We migrated existing content to M365. Improved business continuity delivered, Sensitive content was difficult to identify evidenced by COVID-19 resilience. and control. We auto-classified the content according to content types and the UK LGCS Taxonomy Security & Retention policies overhauled. Locating appropriate content was and applied compliance policies. difficult and lead to duplication. Content discovery 30-50% faster with less We implemented tenant-level governance duplication. A more modern, responsive and for O365 Groups & Teams. collaborative workplace was required. Legacy IaaS Servers decommissioned. Deployed a provisioning & disposition External sharing was inefficient via email. solution to manage the creation of new Council shortlisted in UK LGC Awards 2020. Teams.

Jesse Murray SVP, Employee Experience

Jesse passionately evangelizes the possibilities afforded by innovative technologies and ways to deliver world class employee experiences.

Jesse brings over 20 years of diverse experiences combining business management, public speaking and technical acumen. Jesse has successfully managed national books of business, established new geographies, developed digital workspace IP and successful international partnerships. He is a trusted advisor for employee experience transformations, and SVP of Technology for employee productivity and digital workspaces.

EX Vision Content & Communications Employee Connected Employee Search & Discovery Modern Digital Workspace Social & Employee Engagement Transformation Management Workforce Collaboration Experience Knowledge & Insights Employee Applications Platform & Governance

© 2020 Rightpoint, a Genpact company. All rights reserved. Confidential. The Modern Digital Workspace is the star of your digital ecosystem – it’s the first place your people will go to get work done, learn, discover, and engage with your organization

1,500 410 51

Modern Digital Workspace Brand-driven modern digital Fortune 500 companies we projects we’ve completed in the workspaces we’ve designed have partnered with to positively past 13 years with a focus on user experience, affect their Employee creative design, and technical Experience through a Modern sustainability Digital Workplace

Rightpoint–Client Awards for World Class Modern Digital Workplaces

Our Microsoft Partnership is the historical foundation of Rightpoint’s technology expertise, particularly in the Office 365 / Modern Workplace and Azure clouds.

Gold Application Development Gold Cloud Platform Gold Cloud Productivity + Gold Collaboration and Content Gold Data Analytics FastTrack Ready Partner: Teams, SharePoint, Yammer Content Services Charter Partner Project Cortex Launch Partner

Powered by Microsoft 365 Technologies - Modern SharePoint and Yammer - Microsoft Teams - Power Platform - Microsoft Search

Drive increased adoption, higher satisfaction and deeper engagement

Built to accelerate time to value and for continuous improvement Benefit from deep Rightpoint IP based on one million engaged

Connect & manage Discover and use your knowledge knowledge & expertise

Connectors TopicTopic cards,cards, Topic pagespages AIAI--poweredpowered content & & KnowledgeKnowledge centers knowledgeknowledge management MicrosoftMicrosoft SearchSearch Information Protection Knowledge Network

Apply patterns Accelerate learning to improve performance & sharing

AI models Communities: The new Yammer Power Automate Video: Microsoft Stream WorkplaceWorkplace Analytics SharePoint spaces Extensibility & Customization Microsoft Graph, SharePoint Framework, Fluid Framework Enabling knowledge. Transforming knowledge management and access across the organization to predictively provide every employee with the access to information they need in an instant.

© 2020 Rightpoint, a Genpact company. All rights reserved. Confidential. A Digital Workspace led by innovation, powered by Knowledge Management, and a driver to GT’s goal of becoming the firm of the future

KEY GOALS & ACCOMPLISHMENTS

• A comprehensive strategy and tactical recommendations to realize their complete vision over the next 2-3 years.

• A solution that encompasses all aspects of effective empowerment in running the day-to-day business.

• An experience that anticipates user needs, harvests knowledge and insights for future use and application.

• Tools that provide a variety of useful point-features that then integrate with many items throughout the Digital Workspace to continue to provide additional value.

Our methodical approach rooted in deep learning led us to create a set of experiences that have profoundly changed the way Grant Thornton employees share and access knowledge, information, and insights. The introduction of role- based personalization, the advanced universal search function, and the custom profile capabilities are providing a major gain in efficiency and giving Grant Thornton a tangible advantage in the market.”

99% 3X INCREASE IN EMPLOYEES TOTAL VISITS TO CANVAS VS. REGULARLY ENGAGING WITH PREVIOUS INTRANET CANVAS 2X 500% INCREASE IN TOTAL PAGE INCREASED USAGE VIEWS IN CANVAS OFCANVAS ON MOBILE

© 2020 Rightpoint, a Genpact company. All rights reserved. Confidential. And visit For more information Join The IntraZone https://www.rightpoint.com/landing- pages/project-cortex featuring Rightpoint and Grant Thornton https://aka.ms/TheIntrazone (coming soon)

Project Cortex Office Hours

Project Cortex Resource Center Mar 25 Overview Apr 8 FAQ Apr 22 Readiness and Preparation May 6 Knowledge experiences May 20 Content understanding and MMS Jun 3 Admin & configuration Jul 22 Microsoft Inspire news and updates Aug 12 Business case for Project Cortex Sept 30 Microsoft Ignite news & updates Oct 14 Industry roundtable

Visit the Project Cortex Office Hours page to download meeting invites and get meeting recaps