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Microsoft Office System
                                             Customer Solution Case Study




                                             Online IT Training Company Deploys Web
                                             Conferencing Service, Saves Time and Money



Overview                                     “If we were to fly to customer locations just three
Country or Region: United States
Industry: Professional services—
                                             times a month, we calculate we would lose 20
Information technology                       percent of a salesperson’s time. We couldn’t do
Customer Profile
                                             business without Microsoft Office Live Meeting.”
Intelliem provides customized solutions      Dan Holme, Director of Services, Intelliem
that help companies improve their IT
environments and that train workers to use   Intelliem, an Internet-based company that provides technical
software productively. Intelliem is a Web-
based company and has five employees.        consulting and enterprise-specific training, needed a new Web
                                             conferencing solution to meet growing customer demand for online
Business Situation
Intelliem needed a cost-effective Web        delivery of services. In addition, online communications and
conferencing service to replace meetings,    collaboration is essential to the company’s five employees, who live
training sessions, and presentations that
required travel to on-site locations.        across North America. The company had been using diverse Web
                                             conferencing software, including WebEx, Sametime, and ON24, but
Solution
Intelliem deployed Microsoft® Office Live    it wanted a new solution that had advanced tools and was cost-
Meeting to provide employees and             effective. Intelliem began using Microsoft® Office Live Meeting
customers with rich multimedia
conferencing and collaboration, voice over   (2005) in July 2005 and deployed Office Live Meeting (2007) in
IP, and live video.                          August 2007. Now the company provides customers with live chat
Benefits                                     using voice over IP, live video, application sharing, and handout
 Increases productivity by 20 percent       distribution. The solution is helping Intelliem save at least U.S.
 Saves U.S.$50,000 annually in
  travel costs                               $50,000 annually in travel costs and helps improve productivity by
 Enhances communications                    20 percent.
 Expands business opportunities
 Provides recording and archiving
Situation                                          all wanted to take advantage of Web
Intelliem, a company that resides entirely on      conferencing technology to reduce travel and
the Internet, delivers technical consulting and    training costs,” says Holme. “Because they
customized business training to companies          don’t want us to travel to their sites, we’ve
throughout the United States, Canada, and          seen their needs for online consultant
Europe. Founded in 2002, the company helps         meetings and employee workshops increase
its customers meet their business goals by         significantly.”
taking advantage of their employee and
technology resources. Most recently, the           The company has used many software
company began developing its own software          solutions to meet its Web conferencing
solution to help customers improve their           needs, including PlaceWare, Lotus Sametime,
help-desk efficiency. Intelliem has five           ON24, Interwise Connect, and WebEx. “I’m
employees who work from home offices in            always watching for developments in Web
Hawaii, Colorado, Wisconsin, Massachusetts,        conferencing technology because of the
and Calgary, Canada, and uses independent          specifically strong need for online commu-
contractors as they are needed. The                nications that we’ve had,” Holme says.
company’s customers have included AT&T,
NBC Universal, and Shell Oil.                      According to Holme, Intelliem needed a Web
                                                   conferencing service that would be cost-
Intelliem employees rely on Web                    effective and have a robust application-
conferencing for interoffice collaboration and     sharing tool. Additionally, the solution needed
software development. “We are a small              to provide rich multimedia features, voice
company that is geographically dispersed,          over IP (VoIP), and high-fidelity recording and
and we obviously don’t have the option of          archiving features. The solution also needed
walking into a conference room for a               to be hosted externally and needed to be
meeting, unless we want to spend thousands         easy to deploy and use.
of dollars on travel,” says Dan Holme,
Director of Services at Intelliem, who works       Solution
from his office in Hawaii. “For us to be able to   Holme compared Intelliem’s online business
interact or collaborate in any meaningful way,     and training requirements with the
Web conferencing is really our only option.”       conferencing and collaboration tools in
                                                   Microsoft® Office Live Meeting (2005) and
The company also uses Web conferencing             decided to deploy the Web conferencing
solutions for customer interactions, which         solution in July 2005. In August 2007,
include making sales presentations,                Intelliem upgraded to the most recent
delivering consulting sessions, and                release of Office Live Meeting (2007).
conducting training workshops. Intelliem
offers its services either onsite or online.       Because the externally hosted Office Live
Holme says that often customers don’t want         Meeting requires only a computer and an
to incur travel expenses to fly Intelliem          Internet connection, its deployment to
consultants to a company site and are              employees and customers is easy, Holme
reluctant to have their employees fly from         says. Within a week of deploying the new
multiple locations to a central site. “They’ve     version, the company had held pilot meetings
“By providing online                         and made plans to deliver improved online          locations just three times a month, we
                                             training sessions to customers.                    calculate we would lose 20 percent of a
training using Microsoft                                                                        salesperson’s time. We couldn’t do business
Office Live Meeting, we                      Holme says Intelliem users have been               without Microsoft Office Live Meeting. Now,
                                             pleased with Office Live Meeting                   we have the time to reach out to customers
save about $50,000                           functionalities, which include embedded            and to maintain our business relationships.”
annually by not having                       animation, video, and audio files that help
                                             presenters deliver richer content. Two-way         Intelliem also takes advantage of Office Live
to fly to on-site                            VoIP gives Intelliem participants the ability to   Meeting functionalities that give Holme and
locations.”                                  easily interact, and high-fidelity recording       his software developer the ability to
                                             capabilities make it possible for sessions to      collaborate online. The developer works from
Dan Holme, Director of Services, Intelliem   be archived for easy playback using Windows        Calgary, and an in-person meeting would
                                             Media® Player.                                     mean one person would have a 10-hour flight
                                                                                                each way, says Holme. “Office Live Meeting
                                             “With the new rich multimedia features and         allows us to focus on complex software
                                             application-sharing tools, I really can’t          development issues instead of worrying
                                             imagine that Office Live Meeting could be any      about the logistics of in-person meetings. Our
                                             better in simulating an actual meeting             business depends on this Web conferencing
                                             experience than it is now,” says Holme.            solution.”

                                             Benefits                                           Additionally, says Holme, as an externally
                                             Office Live Meeting helps Intelliem save time      hosted service, Office Live Meeting improves
                                             and money. The Web conferencing service            his ability to be productive. “As someone in a
                                             improves communications between                    small company, the last thing that I have time
                                             geographically dispersed Intelliem employees       to be doing is maintaining an infrastructure,
                                             and enhances training sessions for both            so from a time and resource perspective, a
                                             employees and customers, none of whom              hosted service makes huge sense to us,”
                                             now have to travel. Intelliem plans to use         he says.
                                             Office Live Meeting to create new business
                                             opportunities for the company and to build a       Saves Travel Costs
                                             library of archived training sessions.             Office Live Meeting provides cost savings to
                                                                                                Intelliem and to its customers. “By providing
                                             Improves Productivity                              online training using Microsoft Office Live
                                             Office Live Meeting improves productivity at       Meeting, we save about $50,000 annually by
                                             Intelliem because the company’s employees          not having to fly to on-site locations,” says
                                             can replace traveling to customer locations        Holme.
                                             with creating media-rich online collaboration
                                             and conferencing experiences during sales          Additionally, customers are more willing to
                                             presentations, customer consultations, and         provide training for their employees if the
                                             training sessions.                                 training does not involve travel expenses,
                                                                                                says Holme. “Our customers recognize the
                                             “Our customer base is all over the country,”       need for their employees to learn, but they
                                             explains Holme. “If we were to fly to customer
“Given the fact that on-                     have made it real clear that travel costs are      Office Live Meeting functionalities also will
                                             now a problem.”                                    provide an interactive training environment
site meetings aren’t an                                                                         for Intelliem employees, as the company
option for us, Microsoft                     The customer, who would be flying 10 or 20         plans to release its own customized help-
                                             people to a central site for training, is saving   desk software, and Intelliem sales staff will
Office Live Meeting is                       at least 50 percent in training costs, he says.    need to be trained for presentations to
as rich, as interactive,                     “Office Live Meeting provides a savings for        customers. “Being able to show team
                                             the customer that can mean the difference          members how the software is used and to be
and as productive as it                      between Intelliem being asked to provide a         able to let them take control and manage it
can be.”                                     training session or the customer not being         gives them a hands-on experience that is an
                                             able to afford the training,” says Holme.          important aspect in learning how to
Dan Holme, Director of Services, Intelliem                                                      demonstrate it,” Holme explains.
                                             Enhances Communications
                                             The rich multimedia capabilities of Office Live    The application-sharing feature also is
                                             Meeting—which include embedded                     important when conducting customer
                                             animation, audio, and video files; two-way         training. “Office Live Meeting provides us with
                                             VoIP; and application sharing—improve              a high-quality application-sharing tool, which
                                             communications for Intelliem employees and         allows us to talk to students about complex
                                             its customers. “Like a lot of organizations, we    topics in real time, show how an application
                                             have fallen back on e-mail just because it is      works, explain what can go wrong, and
                                             the easiest,” says Holme. “But with e-mail,        discuss how to resolve problems.”
                                             you lose the ability to read people’s voices,      Other Office Live Meeting tools such as a
                                             and you certainly lose the ability to see them     question-and-answer manager encourage
                                             to enrich real-time interactions.”                 interactivity and help foster learning. “When
                                                                                                students can ask questions, and we respond
                                             Office Live Meeting will help Intelliem            in real time, it provides interactivity that is
                                             employees communicate more effectively             very important when you are doing distance
                                             and provide opportunities for motivating team      learning,” says Holme.
                                             members, Holme says. “I see a big difference
                                             between getting the message out in an e-mail       Expands Business Opportunities
                                             and actually communicating in a rich audio-        Office Live Meeting gives Intelliem a
                                             enhanced and video-enhanced forum,” he             competitive edge, says Holme. “We are a
                                             says.                                              small company, and because we don’t have
                                                                                                the money to fly all over the country, it is
                                             Holme says Office Live Meeting tools, which        sometimes difficult to get the attention of a
                                             include shared notes, a whiteboard, webcam         busy high-level executive. Office Live Meeting
                                             video, and VoIP, will enhance his staff’s          gives us an easy and rich Web conferencing
                                             collaboration and communication. “Given the        experience that gets us to places we
                                             fact that on-site meetings aren’t an option for    otherwise would not get.”
                                             us, Microsoft Office Live Meeting is as rich, as
                                             interactive, and as productive as it can be,”      For example, Holme says, he recently met an
                                             Holme says.                                        executive of a large media company who
                                                                                                appeared interested in the Intelliem help-
desk software, so an Office Live Meeting           Holme says that Office Live Meeting will give
session was scheduled for the customer and         the company the ability to record and archive
his colleagues to talk with Intelliem              online trainings for participants to revisit. A
representatives. Even though the                   library of archived trainings will be important
representatives hadn’t used Office Live            for those who participate in a training session
Meeting before, they installed it quickly          and later want to review what they learned.
before the meeting and were able to use it
easily.                                            “The concepts that we deal with in our
                                                   trainings are very advanced, so our
Holme, who was at the meeting, says he used        customers will not remember all of it,”
the whiteboard to diagram the role of the          explains Holme. “But they will remember that
software and employed the application-             they heard a solution in the training class. It
sharing feature to demonstrate how it works.       will be a great resource for them to be able to
“By the time we were done, they said, ‘You         use Windows Media Player and find the place
have a tool we need,’ and we are moving            in the meeting that talked about what they
forward to the next phase. Without being able      want to know.”
to have an easy online meeting, which didn’t
require a serious time commitment on their
part, we would not be at the point of closing a
deal with them.”

Since deploying Office Live Meeting, Intelliem
now has new opportunities to expand its
business by offering online workshops that
are revenue-generating events open to
anyone with a computer and an Internet
connection, says Holme.

In the past, Intelliem tailored its classes to
meet the training needs of employees from
specific companies. Now the company can
offer classes to participants who are
anywhere in the world, he says. “Most of our
business is with IT professionals. It can be
tough to find 50 people in a single city who,
on the same day, have the need and the
ability to get together to learn about technical
topics pertaining to Windows Vista® or
Windows Server® 2008 [operating systems].
But it’s not tough to find an audience when a
class is open to the whole world.”

Provides Recording and Archiving
For More Information                                            Microsoft Office System
For more information about Microsoft                            The Microsoft Office system is the business
products and services, call the Microsoft                       world’s chosen environment for information
Sales Information Center at (800)                               work, providing the programs, servers, and
426-9400. In Canada, call the Microsoft                         services that help you succeed by
Canada Information Centre at (877)                              transforming information into impact.
568-2495. Customers who are deaf or
hard-of-hearing can reach Microsoft text                        For more information about the Microsoft
telephone (TTY/TDD) services at (800)                           Office system, go to:
892-5234 in the United States or (905)                          www.microsoft.com/office
568-9641 in Canada. Outside the 50
United States and Canada, please contact
your local Microsoft subsidiary. To access
information using the World Wide Web, go
to:
www.microsoft.com

For more information about Intelliem
products and services, call (888)
381-6956 or visit the Web site at:
www.intelliem.com




                                                                 Software and Services
                                                                  Microsoft Office
                                                                   − Microsoft Office Live Meeting
                                                                  Technologies
                                                                   − Windows Media Player


This case study is for informational purposes only. MICROSOFT
MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS
SUMMARY.

Document published October 2007

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Intelliem IT Saves Time & Money with Microsoft Web Conferencing Service: Case Study

  • 1. Microsoft Office System Customer Solution Case Study Online IT Training Company Deploys Web Conferencing Service, Saves Time and Money Overview “If we were to fly to customer locations just three Country or Region: United States Industry: Professional services— times a month, we calculate we would lose 20 Information technology percent of a salesperson’s time. We couldn’t do Customer Profile business without Microsoft Office Live Meeting.” Intelliem provides customized solutions Dan Holme, Director of Services, Intelliem that help companies improve their IT environments and that train workers to use Intelliem, an Internet-based company that provides technical software productively. Intelliem is a Web- based company and has five employees. consulting and enterprise-specific training, needed a new Web conferencing solution to meet growing customer demand for online Business Situation Intelliem needed a cost-effective Web delivery of services. In addition, online communications and conferencing service to replace meetings, collaboration is essential to the company’s five employees, who live training sessions, and presentations that required travel to on-site locations. across North America. The company had been using diverse Web conferencing software, including WebEx, Sametime, and ON24, but Solution Intelliem deployed Microsoft® Office Live it wanted a new solution that had advanced tools and was cost- Meeting to provide employees and effective. Intelliem began using Microsoft® Office Live Meeting customers with rich multimedia conferencing and collaboration, voice over (2005) in July 2005 and deployed Office Live Meeting (2007) in IP, and live video. August 2007. Now the company provides customers with live chat Benefits using voice over IP, live video, application sharing, and handout  Increases productivity by 20 percent distribution. The solution is helping Intelliem save at least U.S.  Saves U.S.$50,000 annually in travel costs $50,000 annually in travel costs and helps improve productivity by  Enhances communications 20 percent.  Expands business opportunities  Provides recording and archiving
  • 2. Situation all wanted to take advantage of Web Intelliem, a company that resides entirely on conferencing technology to reduce travel and the Internet, delivers technical consulting and training costs,” says Holme. “Because they customized business training to companies don’t want us to travel to their sites, we’ve throughout the United States, Canada, and seen their needs for online consultant Europe. Founded in 2002, the company helps meetings and employee workshops increase its customers meet their business goals by significantly.” taking advantage of their employee and technology resources. Most recently, the The company has used many software company began developing its own software solutions to meet its Web conferencing solution to help customers improve their needs, including PlaceWare, Lotus Sametime, help-desk efficiency. Intelliem has five ON24, Interwise Connect, and WebEx. “I’m employees who work from home offices in always watching for developments in Web Hawaii, Colorado, Wisconsin, Massachusetts, conferencing technology because of the and Calgary, Canada, and uses independent specifically strong need for online commu- contractors as they are needed. The nications that we’ve had,” Holme says. company’s customers have included AT&T, NBC Universal, and Shell Oil. According to Holme, Intelliem needed a Web conferencing service that would be cost- Intelliem employees rely on Web effective and have a robust application- conferencing for interoffice collaboration and sharing tool. Additionally, the solution needed software development. “We are a small to provide rich multimedia features, voice company that is geographically dispersed, over IP (VoIP), and high-fidelity recording and and we obviously don’t have the option of archiving features. The solution also needed walking into a conference room for a to be hosted externally and needed to be meeting, unless we want to spend thousands easy to deploy and use. of dollars on travel,” says Dan Holme, Director of Services at Intelliem, who works Solution from his office in Hawaii. “For us to be able to Holme compared Intelliem’s online business interact or collaborate in any meaningful way, and training requirements with the Web conferencing is really our only option.” conferencing and collaboration tools in Microsoft® Office Live Meeting (2005) and The company also uses Web conferencing decided to deploy the Web conferencing solutions for customer interactions, which solution in July 2005. In August 2007, include making sales presentations, Intelliem upgraded to the most recent delivering consulting sessions, and release of Office Live Meeting (2007). conducting training workshops. Intelliem offers its services either onsite or online. Because the externally hosted Office Live Holme says that often customers don’t want Meeting requires only a computer and an to incur travel expenses to fly Intelliem Internet connection, its deployment to consultants to a company site and are employees and customers is easy, Holme reluctant to have their employees fly from says. Within a week of deploying the new multiple locations to a central site. “They’ve version, the company had held pilot meetings
  • 3. “By providing online and made plans to deliver improved online locations just three times a month, we training sessions to customers. calculate we would lose 20 percent of a training using Microsoft salesperson’s time. We couldn’t do business Office Live Meeting, we Holme says Intelliem users have been without Microsoft Office Live Meeting. Now, pleased with Office Live Meeting we have the time to reach out to customers save about $50,000 functionalities, which include embedded and to maintain our business relationships.” annually by not having animation, video, and audio files that help presenters deliver richer content. Two-way Intelliem also takes advantage of Office Live to fly to on-site VoIP gives Intelliem participants the ability to Meeting functionalities that give Holme and locations.” easily interact, and high-fidelity recording his software developer the ability to capabilities make it possible for sessions to collaborate online. The developer works from Dan Holme, Director of Services, Intelliem be archived for easy playback using Windows Calgary, and an in-person meeting would Media® Player. mean one person would have a 10-hour flight each way, says Holme. “Office Live Meeting “With the new rich multimedia features and allows us to focus on complex software application-sharing tools, I really can’t development issues instead of worrying imagine that Office Live Meeting could be any about the logistics of in-person meetings. Our better in simulating an actual meeting business depends on this Web conferencing experience than it is now,” says Holme. solution.” Benefits Additionally, says Holme, as an externally Office Live Meeting helps Intelliem save time hosted service, Office Live Meeting improves and money. The Web conferencing service his ability to be productive. “As someone in a improves communications between small company, the last thing that I have time geographically dispersed Intelliem employees to be doing is maintaining an infrastructure, and enhances training sessions for both so from a time and resource perspective, a employees and customers, none of whom hosted service makes huge sense to us,” now have to travel. Intelliem plans to use he says. Office Live Meeting to create new business opportunities for the company and to build a Saves Travel Costs library of archived training sessions. Office Live Meeting provides cost savings to Intelliem and to its customers. “By providing Improves Productivity online training using Microsoft Office Live Office Live Meeting improves productivity at Meeting, we save about $50,000 annually by Intelliem because the company’s employees not having to fly to on-site locations,” says can replace traveling to customer locations Holme. with creating media-rich online collaboration and conferencing experiences during sales Additionally, customers are more willing to presentations, customer consultations, and provide training for their employees if the training sessions. training does not involve travel expenses, says Holme. “Our customers recognize the “Our customer base is all over the country,” need for their employees to learn, but they explains Holme. “If we were to fly to customer
  • 4. “Given the fact that on- have made it real clear that travel costs are Office Live Meeting functionalities also will now a problem.” provide an interactive training environment site meetings aren’t an for Intelliem employees, as the company option for us, Microsoft The customer, who would be flying 10 or 20 plans to release its own customized help- people to a central site for training, is saving desk software, and Intelliem sales staff will Office Live Meeting is at least 50 percent in training costs, he says. need to be trained for presentations to as rich, as interactive, “Office Live Meeting provides a savings for customers. “Being able to show team the customer that can mean the difference members how the software is used and to be and as productive as it between Intelliem being asked to provide a able to let them take control and manage it can be.” training session or the customer not being gives them a hands-on experience that is an able to afford the training,” says Holme. important aspect in learning how to Dan Holme, Director of Services, Intelliem demonstrate it,” Holme explains. Enhances Communications The rich multimedia capabilities of Office Live The application-sharing feature also is Meeting—which include embedded important when conducting customer animation, audio, and video files; two-way training. “Office Live Meeting provides us with VoIP; and application sharing—improve a high-quality application-sharing tool, which communications for Intelliem employees and allows us to talk to students about complex its customers. “Like a lot of organizations, we topics in real time, show how an application have fallen back on e-mail just because it is works, explain what can go wrong, and the easiest,” says Holme. “But with e-mail, discuss how to resolve problems.” you lose the ability to read people’s voices, Other Office Live Meeting tools such as a and you certainly lose the ability to see them question-and-answer manager encourage to enrich real-time interactions.” interactivity and help foster learning. “When students can ask questions, and we respond Office Live Meeting will help Intelliem in real time, it provides interactivity that is employees communicate more effectively very important when you are doing distance and provide opportunities for motivating team learning,” says Holme. members, Holme says. “I see a big difference between getting the message out in an e-mail Expands Business Opportunities and actually communicating in a rich audio- Office Live Meeting gives Intelliem a enhanced and video-enhanced forum,” he competitive edge, says Holme. “We are a says. small company, and because we don’t have the money to fly all over the country, it is Holme says Office Live Meeting tools, which sometimes difficult to get the attention of a include shared notes, a whiteboard, webcam busy high-level executive. Office Live Meeting video, and VoIP, will enhance his staff’s gives us an easy and rich Web conferencing collaboration and communication. “Given the experience that gets us to places we fact that on-site meetings aren’t an option for otherwise would not get.” us, Microsoft Office Live Meeting is as rich, as interactive, and as productive as it can be,” For example, Holme says, he recently met an Holme says. executive of a large media company who appeared interested in the Intelliem help-
  • 5. desk software, so an Office Live Meeting Holme says that Office Live Meeting will give session was scheduled for the customer and the company the ability to record and archive his colleagues to talk with Intelliem online trainings for participants to revisit. A representatives. Even though the library of archived trainings will be important representatives hadn’t used Office Live for those who participate in a training session Meeting before, they installed it quickly and later want to review what they learned. before the meeting and were able to use it easily. “The concepts that we deal with in our trainings are very advanced, so our Holme, who was at the meeting, says he used customers will not remember all of it,” the whiteboard to diagram the role of the explains Holme. “But they will remember that software and employed the application- they heard a solution in the training class. It sharing feature to demonstrate how it works. will be a great resource for them to be able to “By the time we were done, they said, ‘You use Windows Media Player and find the place have a tool we need,’ and we are moving in the meeting that talked about what they forward to the next phase. Without being able want to know.” to have an easy online meeting, which didn’t require a serious time commitment on their part, we would not be at the point of closing a deal with them.” Since deploying Office Live Meeting, Intelliem now has new opportunities to expand its business by offering online workshops that are revenue-generating events open to anyone with a computer and an Internet connection, says Holme. In the past, Intelliem tailored its classes to meet the training needs of employees from specific companies. Now the company can offer classes to participants who are anywhere in the world, he says. “Most of our business is with IT professionals. It can be tough to find 50 people in a single city who, on the same day, have the need and the ability to get together to learn about technical topics pertaining to Windows Vista® or Windows Server® 2008 [operating systems]. But it’s not tough to find an audience when a class is open to the whole world.” Provides Recording and Archiving
  • 6. For More Information Microsoft Office System For more information about Microsoft The Microsoft Office system is the business products and services, call the Microsoft world’s chosen environment for information Sales Information Center at (800) work, providing the programs, servers, and 426-9400. In Canada, call the Microsoft services that help you succeed by Canada Information Centre at (877) transforming information into impact. 568-2495. Customers who are deaf or hard-of-hearing can reach Microsoft text For more information about the Microsoft telephone (TTY/TDD) services at (800) Office system, go to: 892-5234 in the United States or (905) www.microsoft.com/office 568-9641 in Canada. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: www.microsoft.com For more information about Intelliem products and services, call (888) 381-6956 or visit the Web site at: www.intelliem.com Software and Services  Microsoft Office − Microsoft Office Live Meeting  Technologies − Windows Media Player This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published October 2007