Convergence 2007 PAC MeetingConvergence 2007 PAC Meeting
November 15, 2006
Agenda for TodayWelcome and Introductions
Review Convergence 2006
Preview Convergence 2007
Review Convergence Content StrategyPartner BriefingKeynote DiscussionGeneral SessionsConcurrent SessionsChalk & TalksExpoUX LoungeCommunity LoungeMicrosoft Dynamics Learning Center (HOL’s & Technical Support Desk)
Structured Networking
Pinnacle Awards
Demand Generation
Wrap up and Next Steps
Introductions
Name
Company Name
How many Convergence Events have you attended?
What is your favorite element of Convergence?
Convergence Partner Advisory Council11 Partners
Jack Ades – AKA
Andy Vabulas – IBIS
Randy Forkner - Collins Computing
Jeanette Jackowski – Tectura
Ryan Toenies - Inetium
Mike Gillis - Iteration2
Heidi Hopper - Columbus IT
Orgad Gratch – TGO Consulting
John Kleb - ICS Advantage
Jerry Kottelenberg - Avanade
Brian Keel - Broadpoint
Convergence Partner Advisory CouncilCommitments
Attend the three PAC meetings and be willing to share your ideas
November 15 - Redmond
Late Early/Mid Feb – TBD, Redmond
Post show – Late May/Early June – Redmond or Fargo
Gather feedback from your customers and other partners before attending the PAC meetings
Dedicate time to review/edit overall content and session materials
Topics of meetingsContent – for example, # of sessions per product, etc.
Overall Agenda
Demand Generation – what is needed to drive customer attendance
Partner Briefing agenda and content
Prospect Event agenda and content
Speakers
BenefitsHotel will be paid for all PAC meetings – 2 nights
Hotel for the Convergence event will be paid – 6 nights
Convergence conference fee will be waived
One free customer registration fee for Convergence
You are a virtual member of the core planning team that will drive the Convergence event
You will have the ability to shape and develop the event
What do we want to accomplish?Direction for Pre-Convergence Partner Day
Get a better understanding for what customers and partners want to gain by attending ConvergenceDirection for Convergence Content StrategyFeedback on demand generation plans – How can we drive more of our customer installed base to Convergence?How can we take Convergence to the next level?
Attendance Year to Year Growth26% Growth From 2005
164
549
1216
1946
2927
3355
41754329
5892
7404
0
1000
2000
3000
4000
5000
6000
7000
8000
1997 1998 1999 2000 2001 2002 2003 2004 2005 2006
Registration/Attendance Stats
Checked-In Number: 7,084 (4% drop-off, average drop off is 5%)
Reg Group Attendee Type # Totals Goal % to
Goal 2005
Actual YoY
Growth Customer Attendee Customer 1437 Alumni Customer 1375 2812 2800 100% 2102 34% Customer Prospect Prospect 224 224 150 137% 357 Partner Attendee Partner 527 Alumni Partner 970 PAC Member 37 Sponsor/Exhibitor 852 2386 2125 113% 2027 18% Partner Prospect Prospect 14 14 0 NA NA Speaker External Speaker 142 142 0 NA NA PR/AR PR/AR 151 151 90 167% 88 72% Companions Companions 148 148 50 296% 67 121%
Day Pass Partner Briefing Only Mon., March 27
91 52 143
0 NA NA
Misc Misc 0 0 25 0% 18 SUBTOTAL 6020 5240 115% 4659 29% Microsoft Staff Team Members 712 Internal Speaker 238 MBS Event Staff 30 Tech Support 26 1006 950 105% 941 6% Crew 378 378 310 110% 302 25% SUBTOTAL 1384 1260 109% 1243 11% TOTAL 7404 6500 114% 5892 26%
1.75
1.61 1.57
1.69
1.85
2.05
2.26
1.99
2.532.59
2.372.4
1.89 1.9
0
0.5
1
1.5
2
2.5
3
2000 2001 2002 2003 2004 2005 2006 2000 2001 2002 2003 2004 2005 2006
Average # of Attendees per Organization - YoY
CUSTOMER PARTNER
Total Organizations Represented YoY
594
901
1124
1049
1184
1523
186
335
459
521
786768
542
155
0
200
400
600
800
1000
1200
1400
1600
2000 2001 2002 2003 2004 2005 2006 2000 2001 2002 2003 2004 2005 2006
CUSTOMER PARTNER
224 254291
359
1904 1896
168196 213
305
0
200
400
600
800
1000
1200
1400
1600
1800
2000
Micr
osof
t Dyn
amics
AX
Micr
osof
t Dyn
amics
CRM
Micr
osof
t Dyn
amics
GP
Micr
osof
t Dyn
amics
NAV
Micr
osof
t Dyn
amics
SL
By Product Goal to Actual
Countries Represented
USA, 5035, 86%
EMEA, 309, 5%
APAC, 45, 1%
Canada, 397, 7%
LATAM, 86, 1%
US Regional Attendance
34%
42%
33%32%
33%
24%
33%
41%
34% 34%33%
25%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
Central East West Central East West
2005 2006
CUSTOMER PARTNER
Primary Role(Customers Only)
BDM57%TDM
27%
IW11%
Other5%
Attendance by SegmentCustomers Only
Small15%
Mid-Market57%
GSM7%
CAS10%
Unknown11%
Convergence Tenure
First Year, 41%
Second Year, 19%
Third or Fourth Year, 22%
Fifth or More, 14%
Overall Event Evaluation Results
Would you participate in Convergence again?
Yes, 98%
No, 2%
Overall Evaluation Score
3.97
4.13
4.19
4.15
3.85
3.9
3.95
4
4.05
4.1
4.15
4.2
Convergence 2003 Convergence 2004 Convergence 2005 Convergence 2006
Overall Eval Scores 4 and over 4.47
4.39
4.35
4.3
4.21
4.164.14 4.13 4.13 4.12
4.09
4.07 4.06 4.05 4.044.02
4
3.7
3.8
3.9
4
4.1
4.2
4.3
4.4
4.5
Onsite
Reg
istra
tion
Shuttle
Ser
vice
Pre-E
vent
Reg
istra
tion
Comm
Net
Techn
ical S
uppo
rt Des
k
Comm
unity
Lou
nge
Confe
renc
e Org
aniza
tion
Info
rmat
ion D
esks
Housin
g Sup
port
Spons
or G
athe
rings
Welc
ome
Recep
tion
Expo
Hotel
User E
xper
ience
Lou
nge
Event
Web
site
Conte
nt
Leng
th o
f Con
fere
nce
Confe
renc
e M
ater
ials
Overall Eval Scores Under 4 3.87
3.86
3.67 3.673.65
3.51
3.3
3.4
3.5
3.6
3.7
3.8
3.9
Agend
a
Conve
ntion
Spa
ce
Cost o
f Con
fere
nce
Confe
renc
e Sto
re
Food
& Bev
erag
e
Geogr
aphic
Loc
ation
Most Valuable Aspect
2006Networking
Expo
Hands On Labs
Sessions (Concurrent, General, Keynote)
Technical Support Desk
Roadmap/Product Direction
2005Networking
Concurrent Sesions
Expo
Technical Support Desk
Hands on Labs
Learning…
New product features
Least Valuable Aspect
2006Nothing - 27
Keynotes - 23
Hands On Labs - 21
Expo - 16
RIO - 14
2005Nothing RIO
Hands on Labs
General Sessions
Keynotes
Add to the Agenda
2006Nothing specific
2005Repeats
More Hands on Labs
More Expo Time
More Technical Sessions
Information apply immediately…
2006Business Portal
CRM
FRX
SQL
Upgrading
2005Business Portal
Analytics/FRx
Great Plains 8.0
CRM
Sharepoint
SQL
Overall comments…
2006Excellent Conference
Great Conference
Thank you!
2005Excellent Conference
Great Conference
More Expo
Bill Gates!
Companion rate needs to be fixed
Matt G!
Preview Convergence 2007
Attendance Goals 2005
Actual 2006 Actual
% Increase from 2005
2007 Goal
% Increase from 2006
Customers 2102 2812 34% 3745 33% Partners – Including Sponsors & Exhibitors
2027 2386 18% 2500 5%
Customer Prospects 357 224 NA 300 NA Miscellaneous 18 0 NA 0 NA Companion 67 148 121% 150 0% Press/Analyst 88 151 167% 100 % is down
due to inaccurate reg.
Day Pass 0 143 NA 100 NA External Speakers 0 142 NA 150 NA Partner Prospect 0 14 NA 15 NA
SUBTOTAL 4659 6020 29% 7060 17% Team Members 941 1006 6% 1060 5% Crew 302 378 25% 380 No
Change SUBTOTAL 1243 1384 11% 1440 4%
Total 5892 7404 26% 8500 15%
Convergence Goals & Key Metrics
2005 Actual 2006 Actual 2006 Goal
Total Attendance(Cust., Part., TM, etc.)
5892 7404 8500
Customer Attendance by Product
AX= 142Nav = 111SL = 187
GP = 1590CRM = 222
AX= 254NAV= 196SL= 305
GP= 1896CRM = 359
AX = 300NAV= 250SL= 350
GP = 2400CRM = 450
Overall Event Rating (5 pt. scale) 4.19 4.15 4.20
Sponsor & Exhibitor 152Platinum = 1Gold = 7
Silver = 3Bronze = 36
Exhibitor = 105
175Platinum = 2Gold = 4
Silver = 3Bronze = 50
Exhibitor = 116
170Platinum = 1Gold = 5
Silver = 4Bronze = 40
Exhibitor = 120
Comparison from 2006 to 2007 Convergence 2007 Convergence 2006
Concurrent Session Length
60 minutes 90 minutes
Chalk Talks 65 0
Hands On Labs All self-paced Some were self-paced and some were instructor led
Technical Support Desk Will be incorporated into the HOLs area
Expo Will be open during Partner Briefing (Saturday, March 10)
I ndustry Sessions Incorporated into product line tracks
Services Sessions Incorporated into product line tracks
Keynote Day 3 keynote will be an external speaker
* Evening of Friday, March 9 – Partner Welcome Reception 7:00 – 10:00pm
Saturday,
March 10Partner Briefing
Sunday,
March 11
Monday,
March 12
Tuesday,
March 13
Wednesday,
March 14
Morning 7:00 – 8:30am
Registration & Structured Networking
7:00 – 8:30am
Breakfast
8:30 – 10:30am
Opening Session
11:00am – 12:15pm
Super Sessions
7am
Registration Opens
7am – 6pm
Microsoft Dynamics Learning Center
10am – 6pm
User Experience Lounge
7:30 – 8:30am
Breakfast
8:30 – 10:00 am
Opening/Keynote:
Doug Burgum/Satya Nadella
10:30am – 12:00pm
General Sessions
10:30am– 8:30pm
Microsoft Dynamics Learning Center
10:30am – 6:00pm
User Experience Lounge
7:30 – 8:30am
Breakfast
8:30 – 10:00am
Keynote:
External Speaker
10:30am – 7pm
Microsoft Dynamics Learning Center
10:30 am – 7pm
User Experience Lounge
10:30 – 11:30am
Concurrent Sessions / C&T
7 – 8am
Breakfast
8 – 9:00am
Concurrent Sessions / C&T
8:00am – 2:30pm
Microsoft Dynamics Learning Center
8:00am – 2:30pm
User Experience Lounge
9:30 – 10:30am
Concurrent Sessions / C&T
Afternoon 12:15 – 1:30pm
Lunch & Structured Networking
1:30 – 2:30pm
Concurrent Sessions
3:00 – 4:00pm
Concurrent Sessions
4:30 – 6:30pm
30 minutes – opening
60 minutes – Partner Panel
30 minutes – closing
11:30am– 1:00pm
Lunch
11:30 – 6pm
Expo
1:00 – 2:00pm
Concurrent Sessions / C&T
2:30 – 3:30pm
Concurrent Sessions / C&T
4:00 – 5:00pm
Concurrent Sessions / C&T
12:00 – 1:30pm
Lunch
1:30 – 3:00pm
General Sessions
3:00 – 7pm
Expo
3:30 – 4:30pm
Concurrent Sessions / C&T
11:30am – 1:00pm
Lunch
1:00 – 7pm
Expo
1:00 – 2:00pm
Concurrent Sessions / C&T
2:30 – 3:30pm
Concurrent Sessions / C&T
4:00 – 5:00pm
Concurrent Sessions / C&T
11:00am – 12:00pm
Concurrent Sessions / C&T
12:00- 1:30pm
Lunch
12:00 – 2:00pm
Pinnacle Awards Luncheon
1:30 – 2:30pm
Concurrent Sessions / C&T
3 – 4:30pm
Keynote : Steve Ballmer
Evening 7:00 - 9:00pm
Expo (MS Pavilion 7-9pm)
6 – 10pm
Welcome Reception
5:30 – 7:00pm
Expo Reception
\7 – 8:30pm
Sponsor & Press Reception
5:30 – 6:30pm
Concurrent Sessions / C&T
5:30 – 7:00pm
Expo Reception
Convergence 2007 Event Agenda*- 11/13/06
Pricing
Type Before Jan 10th Jan.11-Feb.9 Regular
Full Conference Pass $1,095 $1,295 $1,395
Full Conference Pass - Group Rate* $995 $1,195 $1,295
Guest Pass $300 $300 $300
All prices are in US dollars. (USD)
Event Creative
Content Strategy
Speaker 2006 2005 YoY ImprovementJeff Raikes 4.17 .Bill Gates 4.55 4.24 +7%Doug Burgum 4.62 3.77 +23%AVERAGE 4.45 4.01 +11%
Keynotes
Top 10 General Sessions Based Upon Overall Satisfaction
Rank Title Score #
1. Empower your Business with Microsoft Dynamics SL 6.5
4.54 61
2. Microsoft Dynamics GP: Bringing Together Your People and Technology to Build Business Success
4.51 244
3. Microsoft Dynamics NAV 4.51 49
4. What's New in Microsoft SQL Server 2005? 4.46 141
5. The New World of Work 4.20 95
6. "We All Win with Microsoft Dynamics CRM 3.0!" 4.19 57
7. "We All Win with Microsoft Dynamics CRM 3.0!" 4.15 104
8. Microsoft Dynamics AX 3.79 87
9. FRx Software General Session - Efficiency, Integration, and Analysis
3.77 97
10. Your Solution + Your Enhancement Plan = Best Upgrade Value
3.75 12
Concurrent Sessions Overall Eval Results - Average by Track
NameEvals Submitted Q1 Q2 Q3 Q4 Q5 Q6 QAvg
Industry Product Session 493 3.45 3.47 3.4 3.52 3.65 3.97 3.56
Microsoft Dynamics AX (Axapta) 328 3.96 4.09 4.15 4.01 3.86 4.33 4.06
Microsoft Dynamics CRM 235 4.11 4.07 4.12 4 4.15 4.4 4.14
Microsoft Dynamics GP (Great Plains) 1144 3.95 4.02 4.07 3.95 3.95 4.3 4.04
Microsoft Dynamics NAV (Navision) 181 3.87 3.9 3.95 3.86 3.91 4.16 3.94
Microsoft Dynamics SL (Solomon) 228 4.03 4.07 4.11 4.04 4.05 4.51 4.13
Microsoft FRx 207 4.19 4.27 4.28 4.19 4.32 4.53 4.28
Microsoft Office 311 4.17 4.21 4.22 4.18 4.16 4.52 4.23
Microsoft Services 58 3.98 4.02 4.03 3.91 4.19 4.4 4.09
Microsoft SQL Server 232 4.19 4.26 4.25 4.21 4.38 4.6 4.31
Retail Vertical 6 3.67 3 3.33 3.2 4 4.4 3.67
Overall satisfaction with session
Value of information provided
Applicability of information to your work/role
Effectiveness of materials/visuals
Presenter's presentation skills
Presenter's knowledge of subject
Average for all questions combined
Q1
Q2
Q3
Q4
Q5
Q6
QAvg
Top 10 Concurrent Sessions based on Overall Satisfaction
Rank Title Score #
1. Microsoft Office 2007 System Unplugged 4.91 11
2. Microsoft Excel Tips and Tricks 4.82 28
3. Microsoft Dynamics NAV - Meet the Experts 4.73 11
4. How Does Microsoft Dynamics AX Support the Sarbanes-Oxley Compliance Process?
4.63 16
5. Microsoft Dynamics GP 9.0: How to Gain Productivity by Using Mass Deployment, Automatic Updates, and More
4.63 43
6. BIO Bootcamp: Introduction to the new Business Intelligence Optimization product for Microsoft Dynamics SL
4.63 27
7. Microsoft Dynamics GP 9.0: How to Gain Productivity by Using Mass Deployment, Automatic Updates, and More
4.61 28
8. Microsoft SQL Server Query Tuning 4.53 32
9. Microsoft FRx - Report Design Tips and Tricks II 4.52 29
10. Updating to Microsoft Dynamics GP 9.0 4.52 25
Concurrent Sessions Overall Average by Track2006 vs. 2005
TRACK Convergence 2006
Average Score
Convergence 2005
Average Score
YOY Change
Microsoft Office System
4.17 4.3 -.13
Microsoft Services 3.98 4.21 -.23
Microsoft FRx 4.19 4.08 +.11
Microsoft NAV 3.87 4.03 -.16
Microsoft GP 3.95 3.99 -.04
Microsoft CRM 4.11 3.94 +.17
Microsoft AX 3.96 3.92 +.04
Microsoft SL 4.03 3.88 +.15
Top 10 HOLs based on Overall SatisfactionRank Title Score #
1. Microsoft Dynamics CRM 3.0 Small Business Edition: Installation, Customization and Configuration
4.30 10
2. Microsoft Dynamics CRM 3.0: Customization & Configuration of the Customer Service Module
4.27 15
3. Creating Reports with Microsoft Dynamics AX SQL Reporting Services 4.27 15
4. Gain Productivity from your Microsoft Dynamics GP System 4.16 38
5. Explore New Ways to Get the Most from Your Financial System 4.12 26
6. FRx Software - Financial Reporting, Budgeting and Planning 4.09 47
7. Microsoft Dynamics CRM 3.0: Unlocking the Power of Extensibility 4.08 13
8. Microsoft Dynamics CRM 3.0: Building and Implementing Efficient CRM Business Processes
4.08 13
9. Discover the Differences with Microsoft SQL 2005 and Microsoft Dynamics GP
3.96 25
10. Microsoft Dynamics CRM 3.0: Sales & Marketing Module Configuration 3.95
2006 to 2005 Comparison Average ScoresAverage scores Convergence
2006Convergence
2005YOY
General Sessions
4.19 3.93 +.26Concurrent Sessions
4.01 4.3 -.29HOLs 3.84 3.59 +.25Industry Insight Sessions
3.45 3.78 -.33
*(Scale of 1-5)
2006 to 2005 Comparison of Sessions
Number of Sessions
Convergence 2006
Convergence 2005
General Sessions
10 13Concurrent Sessions
164 133HOLs 50+ 36Industry Day Sessions
28 18
2007 Content Plan for Sessions
Number of Sessions
Convergence 2007
Convergence 2006
Convergence 2005
General Sessions
9 10 13Concurrent Sessions
247 164 133HOLs ? 50+ 36Industry Day Sessions
Included in concurrent sessions
28 18
Chalk & Talks
65
Product Line2007
AllocationsFinal 2006
Concurrents
Microsoft Dynamics GP 31 (6)
Microsoft Dynamics AX 24 (0)
Microsoft Dynamics CRM 15 (2)
Microsoft Dynamics NAV 13 (6)
Microsoft Dynamics SL 14 (1)
Microsoft SQL 4 (4)
Microsoft Office/IW 11 (2)
Server 1 (2)
Services & Support 7 (1)
Retail 1
Microsoft FRx 7 (4)
Industry 28 (1)
Mobility 1 (3)
Total Unique Sessions 158
Repeats 33
Total 247 191
Convergence 2007 General Sessions2 time slots; Monday, March 12th –
immediately following the keynote10:30-12:00 a.m.
Microsoft Dynamics GP
Microsoft Dynamics AX
Microsoft Dynamics NAV
Microsoft Dynamics SL
Microsoft Dynamics CRM
1:30-3:00 p.m.Microsoft SQL
Microsoft Office
Microsoft Dynamics CRMFRx considering not having a General Session
Microsoft Services incorporated into other General Sessions
Convergence 2007 General SessionsWhat do your customers want from a
General Session?
Do they enjoy the production elements\themes?
Does it make a difference to customers who is presenting? Product line GMs? Development?
Convergence 2007 Concurrent Sessions
13 time slots with 19 concurrent rooms
(2006; 8 time slots with 16 concurrent rooms)
Each concurrent session timeslot allows for us to have 19 concurrent sessions plus 5 Chalk & Talks
24 options for attendees\product specific narrows the options for a customer attendee
Content DiscussionMore descriptive abstracts for sessions; set attendee expectations
Objectives of this sessionWhat you will learn
Leveling of sessions?BasicIntermediateAdvanced
Chalk & TalksVia the web asking attendees for their input on Chalk & Talk topicsSmaller rooms, get their early, plan for repeats
Content DiscussionWhat types of sessions do your customers gain the most value from?
Tips & TricksMeet the ExpertsCustomer PanelsIndustryOverview of features
Industry SessionsIndustry experts
Repeat sessionsDedicated time slots on the last day of the eventEmails to attendees
Content DiscussionOther comments??
Structured Networking
Pinnacle Awards
ComparisonConvergence 2006 Convergence EMEA
Excellence in Teamwork Excellence in Teamwork
Excellence in Education Excellence in Education
Fast Track Fast Track
Excellence In Innovation Excellence In Innovation
Excellence in International Implementation
Excellence in International Implementation
Excellence in Customer Service Role Based Sales & Marketing
Evangelism Role Based CEO
Excellence in Microsoft Technologies Role Based Finance & Administration
Overall Excellence Role Based IT
Industry Award – Manufacturing
Industry Award - Financial
Industry Award – Public Sector
Industry Award - Retail
Overall ExcellenceNEW – Environmental Excellence Award
Demand Generation