wmi services.

company overviewWHO: WMI was founded on the premise that collaboration is the key to success. Over the past 15 years, we have

built a global operations and technology consulting firm that centers people at the heart of every business

process and strategic decision.

WHAT: Combining our experienced, professional and savvy problem solvers with our custom digital solutions, we

can tailor operations management and technology solutions to meet the unique needs of any business

HOW: We pride ourselves on a human(e) approach to business – leveraging technology and workflow-

management tools that allow individuals, teams and companies to focus on activities that matter most.

WHY: We offer every client a commitment to excellence, insight, diversity, and collaboration, building trusting

partnerships that last.

wmi & microsoft

wmi & microsoft partnership

Microsoft Achievements

• Microsoft Preferred Supplier

• Microsoft Certified Partner

• Approved ‘Managed Outsource’ Supplier

• 15 years of Microsoft work specializing in

ECIF (formerly BIF) Operations, Customer

and Partner Offers, etc.

Current Influence across multiple clients:

• WW ECIF Strategy & Operations

• BI & Reporting

• End to End Process Management

• Office Commercial EPG Marketing

• Office 365 Product Marketing Group

• WW MS Procurement

• Managing Purchase Order Process

• O365 CXP Engineering

• WW ESC (Events Studios Conferences)

Business Operations

• Nividya – Asset Catalog Tool

• Events Budget Management Tool

• Interactive Video Tutorials

• ASM Operations (formerly MOD)

• End to End Process Management

• DevOps

• Microsoft Office Reliability

• Xbox Studios

• Investment Hires

see wmi in action…

enterprise software solutions• Line of business software applications

• Financial and legal compliance audit tools

• Sales operations applications

• Business process management

• E-commerce management

G LO B A L E V E N T S : A S S E T M A N AG E M E N T C ATA LO G

C H A L L E N G EOur client was challenged with managing global, Tier 1, high-visibility tech industry tradeshows, using multiple offline spreadsheets to track event equipment and costs. This process provided limited views of real-time costs versus budgets, caused delays in aggregate reporting, reduced transparency to cross-org teams, and caused equipment losses and booking errors. These factors contributed to inflated event-management costs.

S O L U T I O NWorking closely with many key client stakeholders to document

current processes and develop a comprehensive Business

Requirements Document (BRD), WMI developed a custom global

event marketing asset management system. Users are now able to

view a catalog of individual event items or prepared event "packages"

- including logoed event graphics, booth furniture and more - and

can simply select "add to cart." This information is recorded and

stored in an interactive portal, where budget managers and event

teams can track and manage equipment distribution in real-time.

E N D TO E N D P RO G R A M M A N AG E M E N T TO O L

C H A L L E N G EThe WMI Operations team manages thousands of requests

for our client's business incentive funds, using data from

several disparate sources and tools. To support our client's

success, the Business Investment Funds specialists required a

tool to centralize client data, append WMI task-owner data,

and execute a complex end-to-end workflow. The original

client-provided procedures involved multiple offline

spreadsheets and significant manual processing time.

S O L U T I O NWMI proactively implemented a custom .NET application based

on SQL Server and the Entity Modeling Framework. Utilizing

customized data tables and stars via our customer Data

Warehouse, we aggregated and streamlined multiple internal and

client data sources, automated task workflow for a geographically

dispersed support staff, and enabled robust business intelligence

and Service-Level Agreement (SLA) reporting. Through this

custom tool, WMI successfully delivered a robust, scalable

solution that shortened processing time and reduced costs while

significantly increasing productivity.

P RO C E S S S P E C I F I C P RO G R A M M A N AG E M E N T TO O L

C H A L L E N G EOur client’s program management team was faced with high

volumes of incentive funds traffic, and needed a way to

simplify approving and tracking requests.

S O L U T I O NWMI created an Azure-hosted tool which organizes project

requests and facilitates management of five stages: Draft,

Approve, Forecast, Execute, and Close. Operations staff can easily

identify critical priorities, increase the efficiency of compliance

review and request approval, and generate data for financial

analysis.

CO R P O R AT E E V E N T S B U D G E T I N G TO O L

C H A L L E N G EOur client was using multiple excel sheets and sending them

across teams to manage event and supplier budgets. This

caused confusion amongst team members on who had the

most accurate information.

S O L U T I O NWMI developed the Events Budgeting Tool allowing cross-

functional team work providing real time data and resources.

Users are now able to integrate with internal event financial tools

to manage an event project life-cycle; from planning to

implementation.

CO N T RO L S A N D CO M P L I A N C E AU D I T A P P L I C AT I O N

C H A L L E N G EOur client needed an efficient system to manage 200-300

project audits per month, ensuring consistency of program

requirements for financial compliance purposes.

S O L U T I O NWMI built an audit application that allowed the management

team to review multiple projects at once, tag them with Pass/Fail

depositions, and describe discovered project documents. The

tool aggregated all projects and related documents allowing a

user to quickly and efficiently check compliance.

wmi.studio

Capabilities:

UI/UX Design

Information architecture

Interaction design

Marketing & brand collateral

Visual design

Infographics & data visualization

Usability testing

Graphic Design

Branding & Logotypes

Motion graphics

creative services branch

Learn more at: wmi.studio

B U S I N E S S P RO C E S S T U TO R I A L A N I M AT I O N S

C H A L L E N G E

S O L U T I O N

Our client hosted a high-traffic website that required their

Managers complete a number of mandatory certifications.

Because of the site's complexity and existing ineffective 'help'

content, few managers successfully completed the necessary

work.

WMI created animated, interactive tutorials that successfully guide

users through certification content. By breaking down the content

into 'modules' and then applying a tutorial for each module, users

are guided through the required tasks easily and in order. WMI also

implemented a list of multiple choice questions at the end of each

module to test users 'as they go'. These module quiz scores are

displayed in real-time and Users can then confirm they have passed

each section through to full certification.

W E B S I T E D E S I G N A N D D E V E LO P M E N T

H I G H L I G H T S

• Advanced Front-End Framework

• Dynamic Layout Development

• Infinite Scroll

• Motion Design

• Customized Icon Design

• Live Authentication

• Optimized Site Search

• Logo and Branding

business intelligence & analytics

• Power BI

• Executive-level dashboards and summary reporting (MBU/ROB)

• KPIs and business metrics; ROI

• Compliance (financial and legal) and audit reports

• Business process analysis and management

reporting highlightsWMI provides standard, customized and ad-hoc reporting and PowerBI views for our various clients including Microsoft’s World Wide End-Customer Funds Organization, Apps & Service Management Offers, World Wide Operations and Skype for Business.

Our reporting and PBI visualizations showcase the metrics, measures, key performance indicators, and service level agreements derived from multiple monetary incentive operations and program-related data sources.

Our reporting supports multiple business functions and target various

Management and Operations audiences/stakeholders.

Let us help you tell your story.

C H A L L E N G E : Our client lacked insight into company key performance indicators (KPIs)

and service level agreements (SLAs) for multiple departments and

multiple work streams. Reporting accurate data across teams was limited

to static, refreshable excel spreadsheets that did not provide reliable,

real-time data.

S O L U T I O N : WMI created a customized business intelligence report via

Microsoft PowerBI. Our reporting and data visualizations

highlight mission-critical metrics and KPIs derived from multiple

business operations and data sources. We provided customized

dashboards displaying KPIs from budget, spend and investment

efficacy information to policy and compliance adherence metrics.T H E “ W O W ” FA C TO R :WMI developed a custom solution enabling stakeholders (through row

level security) to update data exceptions, allowing a bi-directional data

view.

C H A L L E N G E :Our client manages thousands of finance requests for their

business incentive funds program making it difficult to predict

which projects will have higher ROI. Our client’s concern was the

amount of time focusing on accounts that never spend and not

enough time on those that would.

S O L U T I O N :WMI’s predictive analysis solution took a complex focus and generated an

easy to understand view for project spend forecasting. Our model(s) gave

insight to the profile of each project by breaking down the key indicators to

create a high confidence level model holding up to historic patterns and new

trends.

T H E “ W O W ” FA C TO R :WMI provided various models with spend insights and

analytics. Stakeholders can now select models

applicable to both their unique and general business

case scenario(s).

we know data integration.Sourc

es

PowerBI Apps

Dashboards

Reports

Datasets

sharepoint deployment• Customized application interface

• Develop process flows to meet client business needs

• Approval workflow

• Integrated content management system with publishing

features

• Develop dynamic site apps

• Web Analytics; PowerBI; Social Media; Media Libraries

G LO B A L TA L E N T ACQ U I S I T I O N P O RTA L

C H A L L E N G EMicrosoft’s Global Talent Acquisition team needed to visualize hiring data for one of the largest headcount investment projects in the company’s history, and provide a central repository of resources for recruiters worldwide.

S O L U T I O NWMI built a customized SharePoint site and project

administration portal, which highlights hiring progress on the

homepage with simple data visualization. Subpages feature

each individual hiring project, where project leaders maintain

document libraries for their recruiting teams to access

resources. In addition, an admin portal allows Global Talent

Acquisition staff to create and manage new project subpages as

required.

O 3 6 5 R E L I A B I L I T Y S H A R E P O I N T CO L L A B O R AT I O N P O RTA L & I N T E R AC T I V E DA S H B OA R D S

C H A L L E N G EOur client needed a solution for optimizing the management of Bill of Materials (BoMs) assets between field resources and corporate teams, as content uploaded by the field was often disorganized and difficult for internal team members to navigate.

S O L U T I O NWMI developed a workflow that automated the

BoM upload process. The solution included a

module that integrated external data sources with

local lists content and surfaced them on an

interactive dashboard, including drill downs to

access additional details. The dashboard also

surfaced WebTrends real-time analytics to show

site usage reports.

Team members also had access to document

editing, sharing, and storage using publishing

workflows, resource libraries, calendar overlays and

managed document sets.

S H A R E P O I N T B U S I N E S S I N T E L L I G E N C E P O RTA L

C H A L L E N G EOur client was lacking a collaborative team site for

sharing executive communications, reports, program

resources and business critical information.

S O L U T I O NUsing SSIS & SSRS Management, WMI built a custom

application interface to manage business logic between SQL

Server database and SharePoint Online. The site also included

real-time business insights with executive-ready views to report

status and provide information for key business decisions.

A D S H E L PS H A R E P O I N T O N L I N E I N T E R N AT I O N A L PA RT N E R R E S O U RC E P O RTA L

C H A L L E N G EThe AdsHelp team was struggling with managing

their request intake process, and as a result IT

personnel lacked the ability to effectively coordinate

with both internal and external clients.

S O L U T I O NWMI introduced a centralized management

approach using SharePoint’s approval workflow

and content management system, which utilized a

ticketing system to track the resolution of external

and internal IT partner inquiries.

S H A R E P O I N T M E D I A P R E S E N TAT I O N A N D L I B R A RY W I T H I N T E G R AT E D YA M M E R F E E D

C H A L L E N G EOur client was looking for a one-stop shop to more

effectively manage team resources, media content,

miscellaneous documents and team discussions.

S O L U T I O NWMI developed an all-up SharePoint solution

containing customized modules that included a

collaborative team site, media resource library

(with built-in player) and social Yammer feed.

Over fifteen years of experience

WMI has been in business since 2002. We’ve successfully executed

thousands of projects and worked with numerous clients, from best-

in-class global enterprises to emerging start-ups.

Depth and breadth of skill sets

The WMI team is composed of a unique blend of talented

professionals, including software developers, user experience

experts, program managers, procurement specialists, and many

more. The result is a thorough approach to each project, ensuring

that every aspect is addressed by people trained and experienced in

that domain.

Ability to work cost-effectively

Our focus on methodology and best practices ensures deliverables

that are correct the first time, requiring minimal rework. This, in

effect, means lower cost to our clients. Additionally, we consistently

strive to drive efficiencies - through processes, people, and

tools/technology – to deliver projects on budget and on schedule.

Certifications & Achievements

Minority Owned Business

Microsoft Certified Partner

Microsoft Preferred Supplier

Role Based

Managed Outsourcer

Microsoft Technical Certifications

Certified ScrumMasters

what makes us different?Reliability and customer service

WMI is a committed, customer-focused partner dedicated to helping our

clients succeed. We support a variety of service levels, guaranteeing a

response time of four hours for critical requests and no more than two

business days for standard inquiries. Our engagement model has the

flexibility required to ensure that your needs and priorities are

addressed.

Efficiency in managing the engagement

Engagements are overseen by a senior WMI Client Manager. The Client

Manager is responsible for the overall project plan, schedule, staffing,

and quality of deliverables. We are passionate about ownership and

accountability, requiring minimal project management from our clients.

contact us:

Michael Mpare, CEOmichaelm@wmiworldwide.com(509) 714-4842

Susan Lanphier, Business Development(425) 442-2817susanl@wmiworldwide.com

About WMIwww.wmiworldwide.cominfo@wmiworldwide.com