Small Business Guide

Technology solutions to help your business

start, grow and thrive.
microsoft.com.au/smallbusiness
Welcome to the Microsoft Small Business Guide – helping your business start,
®

grow and thrive. This easy-to-follow, practical guide shows how Microsoft software
can help you run your business more efficiently, improve customer service, boost
sales and manage your finances centrally. You will also learn how Microsoft software
works together to give you more value for your investment.

Whether you want to find out how to improve the security of your business
information, learn more about Microsoft licensing or get tips on using a server as
a foundation for your network, this guide will give you a better understanding of
the software that Microsoft has designed to provide the right solutions for
small business.

At Microsoft, we are focused on delivering integrated software so small businesses

can start, grow and thrive. We believe technology can play a significant role
in providing a competitive advantage. We are committed to ensuring that our
products work well together and are strongly supported through a community
of well-trained Small Business Specialists – technology providers that help you get
more from your technology.

To locate a Small Business Specialist in your area and to explore interactive guides,
tools and resources that provide more information on the products in this booklet,
we also encourage you to visit microsoft.com.au/smallbusiness

Wishing you every success in business,

Inese Kingsmill
Director, Small Business
Microsoft Australia
Small Business Guide
Helping your business start, grow and thrive.

Manage your customer relationships and increase sales. . . . . . . . . . . . . . . . . . . . . 2

Extend your customer management company-wide. . . . . . . . . . . . . . . . . . . . . . . . 4

Control your cash flow and budgeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Streamline your retail business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Share information and work from almost anywhere . . . . . . . . . . . . . . . . . . . . . . . 10

Go mobile – and keep in touch with your business. . . . . . . . . . . . . . . . . . . . . . . . 12

Buy a new computer and get more than what you paid for. . . . . . . . . . . . . . . . . 14

Improve the security of your computers and networks. . . . . . . . . . . . . . . . . . . . . 16

Get the professional help you need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Fresh ideas for your business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

 Manage your customer How do you attract and retain new customers? How do you
manage customer information across your company?
Are you able to prepare for a sales call by easily reviewing
relationships and client interactions and issues? Challenges such as these are
often among the most critical for small businesses looking to
increase sales better manage customer relationships and increase sales. In
order to tackle such challenges, Microsoft Office Small Business
®

2007 and Microsoft Office Professional 2007 offer capabilities to

help businesses like yours.
Office Small Business 2007, which includes Microsoft Office
Outlook 2007 with Business Contact Manager , gives you the
® 1

tools you need to:

• M
 anage accounts, contacts, customers, sales leads and project
information centrally within Office Outlook 2007.
• R
 un targeted marketing campaigns, create professional
sales and marketing materials in house, and personalise and
send to all or a targeted list of contacts.
• M
 anage sales opportunities; forecast and analyse your sales
activities.
Right out of the box, Office Small Business 2007 delivers an
immediate impact, helping you to:

n Manage all customer information in one place, so you

can organise your sales team and leverage the value of
your customer relationships.
Take advantage of the familiar “look and feel” of Office
Outlook 2007 with Business Contact Manager to link
email messages, appointments, phone calls, tasks, notes and
documents easily to a business contact, account or opportunity.
Then you’ll be able to see all past customer interactions quickly
and respond more confidently to new customer requests. And,
over 50 customisable reports in Office Outlook 2007 with
Business Contact Manager can help you keep track of your
customers, leads and sales and marketing activities.

n Produce professional marketing materials and campaigns

in house, in order to promote your products and services.
With applications such as Microsoft Office Publisher 2007,
Microsoft Office PowerPoint 2007 and Microsoft Office Word
®

2007, you can easily design professional marketing materials,

presentations and business documents with easy-to-use
templates, SmartArt graphics and new and improved
TM

design tools.

“In Office Outlook 2007, I can open multiple

calendars, one on top of the other, and easily see
what people are doing and when they’re available...
I’ve also found that the search function is a vast
improvement on Office Outlook 2003.”
Christine Salau, Office Manager
Shaddick and Spence

To learn more about Microsoft Office Small Business Edition 2007,

 visit microsoft.com.au/smallbusiness/office
Which 2007 Microsoft Office suite Use Microsoft Office 2007 with Microsoft
is right for my business? Windows Small Business Server 2003 R2.
There are two 2007 Office editions that best meet the needs of When you bring together Microsoft Windows Small
® ®

small businesses. Business Server 2003 R2 and Office Small Business 2007
or Office Professional 2007, you get a powerful combination
Microsoft to help you centralise your business contacts and customer
Microsoft
Office information. Plus, with Microsoft Windows SharePoint ®
Office
Small Services, which is part of Windows Small Business Server
Professional
Business 2003 R2, you can create shared workspaces where your
2007
2007
employees can collaborate on customer quotes, documents
Microsoft Office Word 2007 3 3 and other files. With this collaboration, you all save time,
become more organised and stay focused on managing your
Microsoft Office Excel 2007
®
3 3 customer relationships.
Microsoft Office PowerPoint 2007 3 3 1 Office Outlook 2007 with Business Contact Manager is designed for
individuals and small workgroups, typically in the context of a small business.
Microsoft Office Outlook 2007 It provides a way to bring your important business information together
with Business Contact Manager in one place, as well as the essential tools to help you market and sell your
(for contact and customer
3 3 products and services.

information management) 2 If your company has more than 25 employees, a better solution may
be Microsoft Dynamics™ CRM, which offers extensive capabilities and
Microsoft Office Publisher 2007 customisation. Refer to the section named “Extend your customer
(for marketing collateral creation)
3 3 management company-wide.”

Microsoft Office Access 2007 TM

(for database creation and 3

management)

Customer management

• If your business has fewer than 25 employees , 2

use Office Outlook 2007 with Business Contact Manager to

organise customer records; track sales activities and projects;
and analyse sales performance from within a familiar Office
Outlook environment.
• Centralise, share and back up customer and business
information when using Small Business Server 2003 R2 in
conjunction with Office 2007. You can take it with you by
having full access to that information when you’re on the road.


 Extend your As your business grows and the number of customers
increases, keeping track of your customer commitments and
communications can be daunting. So, take a look at Microsoft
customer management Dynamics™ CRM Small Business Edition , a full-featured customer
1

relationship management solution. Use it to centralise customer

company-wide information and sales opportunities, so that everyone in your
company can deliver a consistent customer experience.
In addition, when you use Microsoft Dynamics CRM, you
can gain valuable insight into your business. Get instant views
into your sales pipeline, revenue forecasts, and dozens of
pre-formatted reports. Microsoft Dynamics CRM can help
you to:

n Increase productivity and drive customer satisfaction.

Meet your customers’ needs every time they contact your
company. No matter who handles the interaction, all of your
employees can access the same detailed history. Grow your
business by tracking trends, forecasting sales more accurately and
by catering to customers’ preferences – perhaps before they tell
you.

n Centralise and secure crucial customer information.

Protect customer data by storing it in a central database, thereby
increasing security and helping you to retain data and detailed
account information, even in the event that employees leave
your company. You can assign security privileges to ensure that
employees have the information they need –
but only the information they need – when they work with a
customer. Microsoft Dynamics CRM also helps you cross-sell and
up-sell, based on customer purchase patterns and profiles.

Better with Microsoft Windows

Small Business Server 2003 R2.
When used in conjunction with Small Business Server 2003 R2,
Microsoft Dynamics CRM Small Business Edition becomes a
secure, centralised source for all your customer information.
Regardless of where your employees are, they now have full
access to that information – along with other network resources
in your office, like shared documents, printers and intranet sites.
Thus, with a Windows Mobile device or a portable PC connected
®

to the Internet, they can manage customer records and update

the sales pipeline, even when they’re out on the road meeting
new prospects and existing customers.

Attract new customers

with Microsoft Dynamics CRM
and the 2007 Microsoft Office suites.
3 Does this sound familiar? If so, it’s time
to evaluate Microsoft Dynamics CRM. In order to attract and serve customers better, combine the
strengths of Microsoft Dynamics CRM with 2007 Microsoft Office
Stephen is trying to find the account data for the suites . For instance, use customer information gathered from
2

past twelve months. However, service request data pre-formatted reports in Microsoft Dynamics CRM to design
for April through October is stored on Arnold’s compelling marketing materials with Office Publisher 2007 or
desktop PC, while data for December through compose enticing offers with Office Word 2007, send them via
March is kept on Maggie’s notebook. Argh! What email with Office Outlook 2007 and then track their results with
about the data for November?? Microsoft Dynamics CRM.

To learn more about Microsoft Dynamics CRM,

 visit microsoft.com.au/smallbusiness/crm
 Step up to Microsoft Dynamics CRM
from Microsoft Office Outlook 2007
“Microsoft CRM is helping us position ourselves so
with Business Contact Manager.
that when customers are ready to buy, we know
who they are, we know what we’ve talked to Congratulations! Your business has been growing, and Office
them about and we can move in quickly to close Outlook 2007 with Business Contact Manager has played a role
the orders. CRM is also making the sales team’s in driving that growth. Yet, as many companies discover as they
thrive and grow, yours too may encounter growing pains like
jobs easier, since it’s taking care of follow-up for
increasing complexity and a greater need to share data.
thousands of cold leads.”
For growing companies, a complete CRM solution like
Christina Frei, CRM Administrator
Microsoft Dynamics CRM Small Business Edition may be a
GTI Technologies, Inc.
better option, because it provides the depth, scalability and
customisability needed. With Microsoft Dynamics CRM, your
employees will be able to manage processes across groups;
have greater data access control; and take advantage of
powerful analytics to analyse business performance.
Extend customer data to employees
familiar with Microsoft Office. In addition, with the capacity to support up to 75 users,
Microsoft Dynamics CRM can scale to support your business
When Microsoft Dynamics CRM Small Business Edition is used in as its needs expand. It offers features and capabilities that will
conjunction with Office Small Business 2007, your employees will help to mitigate growing pains, like being customisable to fit
be able to access Microsoft Dynamics CRM customer data from your business uniquely and managing workflow across your
within their Office applications. Even without experience in using company’s departments.
Microsoft Dynamics CRM, your employees will be able to work
with customer data.
1 Microsoft Dynamics CRM Small Business Edition is a full-featured customer
Moreover, employees who use Microsoft Dynamics CRM will relationship management solution system that offers extensive capabilities
and customisation. If your business requires a simpler solution, then Microsoft
experience the same user interface they are familiar with in Office Outlook 2007 with Business Contact Manager may be a better
Microsoft Office 2007 products like Office Word and Office alternative. Refer to the section titled “Manage your customer relationships
and increase sales.”
Outlook. This familiarity, when combined with the simple
configuration and ease of use of Microsoft Dynamics CRM, 2 Microsoft Office Small Business 2007 and Office Professional 2007 are the
two editions recommended for small businesses. Both include products such
will make your employees more productive, without the need as Microsoft Office Word 2007, Microsoft Office Outlook 2007, Microsoft
for retraining. Office Publisher 2007 and Microsoft Office PowerPoint 2007.

Advanced customer management

• With Microsoft Dynamics CRM, your sales people can work

far beyond the boundary of your office. The sales functionality
within Microsoft Dynamics CRM takes full advantage of the
ability of Office Outlook 2007 to work offline.
• With the aid of Small Business Server 2003 R2,
your employees can work on customer information
in Microsoft Dynamics CRM wherever they are.
• Integration with Microsoft Office 2007 products.
For instance, with Office Word 2007 mail merge, your
employees now have the ability to import Microsoft Dynamics
CRM data and easily create targeted email offers to prospective
and existing customers.


 Control your cash You need to maintain a tight control over your company’s cash
flow and budgets. You must pay suppliers and employees on
time and you also want to invoice and collect payments from
flow and budgeting your customers on time.
Microsoft Dynamics GP and Microsoft Dynamics NAV are
financial management software solutions that will help you
to better monitor your company’s finances. They offer more
advanced functions than simple accounting software packages.
These functions include:
• General ledger
• Fixed asset management
• Bank reconciliation
• Collections management
• Sales forecasting and more!

Built to scale, Microsoft Dynamics GP and Microsoft

Dynamics NAV provide initial support for between 1 and
10 concurrent users and can be added to as your company
grows. Microsoft Dynamics GP and Microsoft Dynamics NAV
are designed for companies with a server and more advanced
1

needs, thereby helping to:

n Maintain a tight grip on cash flow.

Now you can generate and distribute customised reports
in a single step. You can also create calendars to show your
projected cash balance for any given day.

n Save time, improve processes and satisfy your customers.

Microsoft Dynamics GP and Microsoft Dynamics NAV provide
the ability to tailor employee workflows, manage inventory pick
lists and oversee your order fulfilment – all within one system.

n Reduce costs by bringing your payroll in house.

Microsoft Dynamics GP and Microsoft Dynamics NAV can help
you increase your employees’ satisfaction. Provide them with
a secured, online view of their pay, benefits and other personal
information.

n Keep your business open 24 hours a day,

seven days a week.
With self-service Web applications, your customers can place
orders, vendors can restock inventory and partners can share
information at any time.

n Speed up routine accounting tasks.

By automating financial processes, you can save considerable
time. Complete audit trails for complex transactions, define
and apply partial payments and create customised financial
reports easily.

To learn more about Microsoft Dynamics financial management solutions,

 visit microsoft.com.au/smallbusiness/nav and microsoft.com.au/smallbusiness/gp
 3 Are these needs similar to yours? “I truly appreciate the fact that Microsoft Dynamics is
If so, Microsoft Dynamics GP or bringing enterprise level products down to a level that
Microsoft Dynamics NAV is right for you. is both affordable and easily implemented by small
businesses… We have never regretted standardising
• “I need a consolidated view of my
on Microsoft products.”
company’s finances.”
John Kiester, Director of Information Technologies
• “We want to save time with routine financial
Rokenbok Toy Company
processes and reporting.”
• “My customers and suppliers operate around the
clock, so my financial system needs to be ready
when they are.”
• “We don’t want to spend time learning a new Familiar, because of Microsoft
piece of software.” Office 2007 Small Business.
Microsoft Dynamics GP and Microsoft Dynamics NAV look
and feel like the 2007 Microsoft Office applications, with which
your employees may already be familiar. Thus, it’s easy to use
Microsoft Dynamics GP and Microsoft Dynamics NAV. In little
Better with Microsoft Windows or no time, your employees will be able share account histories
Small Business Server 2003 R2. with multiple employees or departments. You can also import
budgets from Office Excel 2007 into Microsoft Dynamics GP
Whether Microsoft Dynamics GP or Microsoft Dynamics NAV,
or Microsoft Dynamics NAV, as well as transform raw data
each solution works better when used with Windows Small
from either financial management solution into Office Excel
Business Server 2003 R2.
spreadsheets and financial reports.
By using Windows Small Business Server 2003 R2 to store and
secure your financial information centrally, you can get the right
1 See the page titled “Share information and work from almost anywhere.”
information to the right employees, even when they are working
remotely. With shared workspaces, you can update and share
information, such as posting an invoice to a shared workspace
where others can update it. The data is automatically routed to
your Microsoft Dynamics GP and Microsoft Dynamics NAV, thus
keeping your records current. Information can also be exchanged
accurately between different applications or proprietary systems.
As a result of using Windows Small Business Server 2003 R2, your
Microsoft Dynamics GP or Microsoft Dynamics NAV solution will
work better for your business.

Managing your company’s cash flow and budgeting

• With Microsoft Dynamics GP and Microsoft Dynamics NAV,

you can export and import budgets to and from Office Excel
easily. And you can use budgets based on Office Excel to create
a default budget template with accounts, descriptions and
default accounts. Keep that information stored centrally on
Small Business Server 2003 R2, where it remains secured and
accessible to the right employees.
• Keep working in the familiar Microsoft Office environment
while you check on customer, employee, vendor and product
information stored in Microsoft Dynamics GP or Microsoft
Dynamics NAV.


 Streamline In addition to competing against major retailers, do you face
the challenge of competing against other small- and mid-sized
retailers, many of whom have already moved on from manual
your retail business cash registers and are now benefiting from store automation
software? Do you have little control over inventory shrinkage
and over- or under-stocks? Are you making critical business
decisions based on gut instincts, rather than on reliable data
reports? Are your point-of-sale and accounting processes
disconnected, making it even more difficult to run operations
efficiently?
Today’s competitive retail environment is full of questions
like these. The Microsoft Dynamics Retail Management System
provides answers by enabling retailers to level the playing
field. Featuring unsurpassed ease of use and the familiar “look
and feel” of Microsoft Office products, the Microsoft Retail
Management System is currently used by thousands of retailers
in a variety of industries. It can also help your retail business to
become more successful.
The Microsoft Retail Management System works with widely
adopted financial software packages such as Microsoft Dynamics
GP, Microsoft Dynamics AX, Microsoft Dynamics NAV and
QuickBooks . Your employees can use them out of the box with
TM

their current computer equipment.

• Microsoft Dynamics Retail Management System (RMS)
is an adaptable, global retail operations and point-of-sale
solution that can fuel productivity, enhance customer
service and allow retailers to make the confident decisions
that drive profitable growth in today’s retail environment.
Microsoft Dynamics RMS is intended for small- and mid-
sized retailers with a chain of multi-store operations.

The Retail Management System brings you many benefits,

such as:
• Reducing supply chain costs with more efficient inventory
management. Save time and reduce employee overhead
by automating your inventory tracking and receiving.
Set reorder points and restocking levels to eliminate stock
outs and overstocks. View real-time inventory status such
as quantity sold, on hand, on order and more. Create
automatic purchase orders and identify your best-price
suppliers.
• Improving business processes to increase your bottom
line. Achieve more timely collection of receivables. Reduce
shrinkage, false returns, credit card fraud and unauthorised
discounts. Control access to sensitive data and track returns
more efficiently.

For more information on Microsoft Retail Management System,

 visit microsoft.com.au/smallbusiness/rms
• Getting more complete insight through direct access to the
most relevant, business-critical information. Take advantage
of interactive, real-time reports that help you identify your best-
selling items and your most productive employees. Get reports
that detail sales history by cashier, department, category, supplier
and more. Access and analyse up-to-date, detailed data across
your stores. As a result, make more informed business decisions..
• Enhancing customer service and building customer loyalty.
Target your customer preferences and remind your cashiers
about up- and cross-sell offers, so they can mention them
to customers during checkout. Alternatively, offer automatic
discounts to frequent shoppers. Create targeted customer
“Microsoft Retail Management System is an easy-
mailings based on buying preferences and purchase histories. to-use, affordable solution that streamlines business
processes, integrates with other applications and
• Easily adapted and expanded, to support your business as
adapts to meet our specific retail needs.”
it grows. Store and manage large amounts of information with
flexible Small Business Server R2 database technology. Add new Jim Harriott, Owner
stores or facilities easily as your business grows. The scalability Roy Young Chemist
of Microsoft Dynamics RMS ensures that the software will grow
with your business, not limit its growth.

Streamlined retail management

 icrosoft Dynamics Retail Management System is an

• M
adaptable, global retail operations and point-of-sale solution
that is intended for small and mid-market retailers with a chain
of multi-store operations.


 Share information and If any of these statements are true for you, then
a server may be right for your business.
work from almost • “ I want to access my company email and data when I’m on
the road; say, from my hotel room.”

anywhere • “ Our data is spread out among many PCs. It’s hard to
keep track of where everything is! Plus, we have no
central backup.”
• “ For regular maintenance, I’d like to be able to have our IT
vendor check in on our system, but to do so remotely,
in order to save costs.”
• “ We want a better way to share information with our
suppliers and customers.”

What is a server?
Today, more and more companies with multiple employees have a
server. A server is a specialised computer that is used to centralise
information and resources and to connect all PCs in the company
to one network. The server is loaded with server software that
enables specific tasks such as file sharing, print processing and
Internet connectivity. A server is used with the network’s “clients”
or devices ranging from printers to PCs or mobile devices.

What can a server do for us?

Microsoft Windows Small Business Server 2003 R2 is server
software that is designed especially for companies with up to
75 computers. It provides features that are designed especially
to meet the needs of small businesses – all in one integrated,
affordable package.
With Windows Small Business Server 2003 R2 as a foundation,
you can:

n Protect your business and prevent data loss.

Small Business Server 2003 R2 offers a more secure infrastructure
that helps protect your business from unauthorised users and data
loss with:
• B
 uilt-in firewall protection and security-enhanced
remote access.
• T
 ools to manage and monitor Internet access, block
spammers and automatically remove dangerous email
attachments to prevent virus attacks.
• A
 utomatic data backup and the ability to retrieve
accidentally deleted files or restore previous versions.

n Increase productivity and collaboration.

Small Business Server 2003 R2 provides a central location from
which to store your company data so employees can:
• Find the right information quickly.
• Share record-keeping.
• Communicate and work together on group projects.

For more information on what Windows Small Business Server 2003 R2

10 can do for your business, visit microsoft.com.au/smallbusiness/sbs
n Work beyond office boundaries.
Be productive whether you’re out of the office, at home,
or on the road. ”I used to feel like our technology platform was held
• A
 ccess your email, internal Web sites, network files and even
together with sticky tape. Microsoft Small Business
business applications more securely from any PC with an Server 2003 gives me the confidence that the system
Internet connection. will cope no matter what we throw at it.”
• E
 asily access email, schedules and contacts from virtually Fiona Robinson, Practice Manager
anywhere, at any time using a device powered by Windows Perfect Vision Laser Correction
Mobile software.
• C
 ommunicate in real time to stay current with your
company and customers.

Windows Small Business Server 2003 R2

Benefits to your business Standard Edition Premium Edition

Reliable operating system and easy-to-use network tools, including system backup,
fax service, network security and virus protection.
3 3

Internal team Web site for sharing documents, calendars and tasks. 3 3
Streamlined, professional email system; includes Office Outlook Web Access to access
email through the Web.
3 3
A unified place to manage and organise email messages, schedules, contacts and other
personal and team information.
3 3
Fax from users’ desktops at any time with fewer telephone lines; receive faxes through
Windows SharePoint, email or your printer.
3 3

Firewall technology to help secure your Internet connections. 3 3

Professional database system supporting line-of-business applications. N/A 3
Tools for sophisticated Web site development or the creation of customised solutions for
Windows SharePoint Services.
N/A 3

Network security and system performance tools. N/A 3

Benefits of Windows Small Business Server 2003 R2

• Protects your business from unauthorised users and

prevents data loss.
• Increases productivity and collaboration,
by connecting your employees’ PCs running Windows
Vista software and by storing shared files and data
automatically in a secure, centralised location.
• Enables work beyond office boundaries, so that
employees can access company files with Windows
Mobile devices, no matter where they are.

11
 Go mobile – and keep Are you ready to experience the freedom of wireless technology,
with the ability to access your company data wherever you are?
Many small businesses have adopted technologies such as wireless
in touch with your networking and mobile phones, so that their employees stay in
touch and serve their customers better, even when they’re away
business from their desks and offices.

Stay connected with your business,

when you’re away from your desk.
With wireless networking equipment, Windows Vista™ Business on
your laptop PC and Microsoft Windows Small Business Server 2003
R2 on your server hardware, you have the right tools to remain
productive when you’re away from your desk or office. You can:

n Work from anywhere.

Effectively take your office with you, whether visiting customers
or working at remote locations like your home or hotel room.
Through a wireless Internet connection you’ll be able to access
your email, agenda, files, folders and your company data as if you
were in the office. With the Offline Files and Folders feature in
Windows Vista Business, you can synchronise your PC’s files and
folders with your network server efficiently and automatically.
You’re no longer confined to your office – it goes wherever you go.

n Connect to other networks with ease.

Stay connected with the Network Center in Windows Vista
Business. It’s easy to connect to different network connections
– including wireless ones – so you can link up to the office from
any one of thousands of mobile “hotspots” at the airport, public
library and coffee shops. Network Center helps you to get online,
quickly and easily.

n Expand your network as your business grows.

Your network can grow as fast as you need it to. With Windows
Small Business Server 2003 R2, it’s easy to add users!

“Windows Mobile-based Smartphones take a familiar

paradigm – the Microsoft Windows desktop – and
make it more portable, to the point that people come
close to having desktop capability on their phones.”
Brian Stolar, CEO and President
Pinnacle Limited

For details on Windows Vista Business,

12 visit microsoft.com.au/smallbusiness/vista
Get mobile and stay productive
when you’re on the go.
“We can be out on the road and still receive email,
Windows Mobile software is an advanced mobile technology which is incredibly important in a news-driven
solution for your growing business needs that can help you to:
environment... Our clients often have issues arise at
n Stay connected, no matter where you are. the very last minute and now we can respond to their
Together with Microsoft Windows Small Business Server 2003 needs quickly.”
R2 on your company server, your Windows Mobile powered
Siobhan Dooley, Director
device synchronises your Office Outlook data intelligently while Sequel Communications
you’re away from the office. When you receive new emails or
changes to your calendar schedule, Windows Mobile software
will download the new information straight to your device
automatically.

n Get work done. Windows Mobile software provides your business with
Windows Mobile allows you to view and edit Microsoft Office the ability to:
files from your mobile device just as you would from your PC.
This means you can modify Office Excel spreadsheets and Office 3 Make and receive phone calls. 2

Word documents and rehearse Office PowerPoint presentations

3 Send and receive email using Office Outlook.
when away from your desk. Plus, you can do the same with your
customer information in Microsoft Dynamics CRM – A great 3 Browse the Web.
tool when travelling and visiting customers!
3 Receive and make updates to your calendar.
n Enjoy peace of mind with wireless security.
3 Keep all your contact information with you.
Windows Mobile software employs advanced encryption
technologies to ensure your information is transmitted more Stay productive using mobile versions of Microsoft
3
securely. By using Small Business Server 2003 R2, you can set Office and Microsoft Dynamics CRM.
security policies to keep your devices away from unauthorised
1

users. And, if your device ever gets lost, you can wipe out 3 Use Bluetooth to connect to accessories.
sensitive data remotely from your office. Use Wi-Fi to stay connected on the go.
3
n Using the Sync Center, stay in “sync”. Send instant messages.
3
New in Windows Vista, the Sync Center ensures you have the
most current version of your files available at your fingertips 1 Windows Mobile 5.0 with Messaging and Security Feature Pack and
through improved device synchronisation across PCs or with Windows Small Business Server 2003 R2 with Microsoft Exchange Server
2003 Pack 2 are required for device security management and remote
Windows Mobile powered PDAs or mobile phones. device wipe.

2 Smartphone or Pocket PC Phone Edition is required for making

phone calls.

Reap the benefits of going mobile

• Take your office with you, with work documents and files
stored in Windows Small Business Server 2003 R2 and the
wireless features of Windows Vista Business.
• Work from practically anywhere, with your lightweight
Windows Mobile hand-held device. What freedom
wireless brings!

For more information on Windows Mobile for the small business,

visit microsoft.com.au/smallbusiness/mobile
13
 Buy a new computer Get more for your money.
Purchasing a new personal computer (PC) gives you the

and get more than opportunity to get the latest genuine Microsoft software at
the best price. The software comes preloaded on your PC and

you paid for requires no configuration and no headaches. Just plug and play!
By purchasing a PC with genuine Microsoft software, you can
get the latest features, updates and support that will help you to
improve your employees’ productivity and expand the capabilities
of their PCs. You’ll also have access to free downloads and special
offers available only to customers of genuine Microsoft software.

n A
 cquire the latest, fully supported software.

What is software piracy? Sometimes, it’s as simple as sharing

software with a friend. Genuine software is legally purchased
software. It’s the only kind that ensures you are getting what you
paid for – in terms of use, reliability and security.

n Benefit from advances in software security.

 enuine Microsoft software helps protect your company’s
G
computers from online threats such as viruses, hackers
and spyware.
To make certain that you have genuine Microsoft software, just
look for the label. You should see a “Certificate of Authenticity”
(COA) label on a new PC with preinstalled Microsoft software.
Keep the COA label as long as you own the PC.

To make sure you have genuine Microsoft software,

look for the “Certificate of Authenticity” label.

Ask for Microsoft Windows Vista on your new PC.

Microsoft Windows is the award-winning operating system that
has become the de facto standard for all PCs. Two versions of
Windows Vista, the latest version of the Windows operating
system, are recommended for small businesses.

• Microsoft Windows Vista Business. Full of improvements that

deliver value to your small business:

With benefits and features like:

…helping your • Instant Search, which allows you to enter

employees to keywords to find information quickly on
do their jobs your computer.
better
 he Windows Aero™ interface makes it
• T
easy for your employees to navigate through
open documents, programs and files.

For more information about Windows Vista software,

14 visit microsoft.com.au/smallbusiness/vista and microsoft.com.au/genuine
 • Microsoft Windows Vista Ultimate. Recommended if you
(features continued)
use a single PC for work, fun and everything in between.
…serving • Windows Meeting Space, which helps Windows Vista Ultimate has all of the work-related features
as the to make face-to-face meetings more of Windows Vista Business, as well as all the lifestyle features
foundation for productive by enabling collaboration of Windows Vista Home Premium, including:
your business, among small groups of Windows Vista
• The advanced data protection of Windows BitLocker™
today and users, even over an ad-hoc wireless network.
data encryption.
tomorrow
• Compatibility, as Windows Vista Business
• T
 he ability to capture, fix and save your photos, videos
is compatible with thousands of software
and slide shows on CDs and DVDs, so you can store or
applications, hardware devices and services.
share them with friends and family.
• Windows Easy Transfer, so that you can
• T
 he ability to record live TV, manage your music and
set up new computers by automatically
extend your entertainment throughout your house with
transferring important information, such as
Windows Media Center.
files and folders, email messages and much
more, from the old computer to the new A laptop or desktop computer –
one.
which is better for my business?
...providing • Windows Defender protects your
Which type of computer should you buy? Many businesses
data company’s PCs by scanning your computers
use a combination of both laptop and desktop computers.
protection regularly and offering to remove any spyware
Consider the following:
and safety or other unwanted software that it finds.
features, so  usiness need. If you have salespeople who travel or make
• B
• Windows Backup and Restore keeps your
you worry presentations while on sales calls, a laptop is a clear choice.
information safe with scheduled backups and
less about Desktop computers are cost-effective for those who work
recovery tools that can back up entire hard
your data mostly in the office.
drives and easily retrieve previous versions of
and more
a document. • Cost and performance. Desktop computers are less
about your
customers • Windows Shadow Copy automatically expensive than comparable laptop computers, though each
creates point-in-time copies of files as you handles business applications equally well.
work, so you can retrieve versions of a
 pgrades and repairs. A desktop PC is easier to repair. Users
• U
document that you may have accidentally
often can open them up and swap components themselves.
deleted or overwritten quickly and easily.
A laptop typically requires the help of a technician.

The value of genuine Microsoft software

 eep your business up and running and provide

• K
your employees with a working environment they
can depend with Windows Vista Business.
• Integrate Windows Vista desktops and notebooks
easily into Windows Small Business Server 2003 R2
environments.
 revent data loss by backing up your Windows
• P
Vista computer data automatically. Consolidate
backup data onto Windows Small Business Server.
Then, you can easily retrieve and restore accidentally ask for
deleted files. genuine
Microsoft
software

15
 Improve the security Every day, news reports announce new security issues such as
viruses, hackers, spyware and worms. They pose serious threats
and consequences. Have you taken steps to safeguard your
of your computers business?

and networks Find out about security.

Microsoft provides “The Security Guide for Small Business”
available free of charge at the link below. Written especially
for the business owner – not the computer guru – this guide
explains the major security threats that your business faces and
the steps you can take to thwart them. The guide is available at.
microsoft.com.au/smallbusiness/issues/sgc/default.mspx
The guide outlines seven steps to help you develop a strong
security plan. They are:

Step 1: Protect Your Desktops and Laptops

Step 2: Keep Your Data Safe

Step 3: Use the Internet Safely

Step 4: Protect Your Network

Step 5: Protect Your Servers

Step 6: Secure Your Business Applications

Step 7: Manage Computers Centrally

Although subjects in the guide do involve some technical

details, issues are presented in everyday language and provide
additional details for deeper discovery. Start implementing
some of these best practices in your business today – and start
sleeping a little easier at night.

Security tasks to protect your small business

Easy tasks Harder tasks Hire help

Install antivirus Restrict Install a hardware
software equipment access firewall
Set up a Virtual
Use software Set permission
Private Network
update tools levels
(VPN)
Remove network
Install anti- Configure wireless
access for former
spyware software security features
employees
Create an email
Install a software Create backup and
and Internet
firewall restore procedures
activity policy
Insist employees
Install spam- Configure
use strong
filtering software database security
passwords

For more information about security,

16 visit microsoft.com.au/smallbusiness/security
 Leverage the improved security features
of Windows Vista.
“Microsoft has taken a huge step forward in The data on your PC is important. That’s why the Windows
Windows Vista...The fact that the operating Vista operating system was built with advanced, intuitive,
system is locked down by default will improve automated data protection and safety features, so you worry
the ability of organisations to secure critical data.” less about your data and more about your customers. These
features include:
Loryan Strant, Senior Systems Consultant
Total Network Support • Windows Defender, which protects your company by
scanning your PCs regularly and offering to remove any
spyware or other unwanted software that it finds.

• Group Policy, so you or your administrator can save time

Keep your network up and running and money – and reduce security risks – by configuring
wireless network settings, removable storage devices,
and secured with Microsoft Windows
printers, Internet Explorer and even power management
®

Small Business Server 2003 R2. settings.

Small Business Server 2003 R2 is designed with security in
• Encrypting File System, which keeps your data secured
mind, thereby allowing you to spend less time and money
even on shared computers by allowing you to encrypt
on security issues and more time focusing on your business.
specific files or folders so they’re accessible only to you.
• Protect your business. Windows Small Business Server
2003 R2 provides a more secure infrastructure, including
Evaluate an integrated security solution.
built-in firewall protection and security-enhanced remote Why spend extra time and cost and possibly encounter
access to help prevent unauthorised users from getting into confusion in buying, installing and maintaining antivirus,
your network. anti-spyware, anti-phishing and other PC maintenance
software from different vendors?
• Help ensure network health. With Windows Small Business
Server 2003 R2, you can keep your PCs and any server/s Microsoft Windows Live OneCare software provides PC
TM TM

current with the latest updates to enhance the security of security and performance features in an integrated service
your network. that is managed for your small business. As a simple, hassle-
free service, OneCare integrates features like these:
• Prevent data loss by backing up company information
automatically. With Windows Small Business Server 2003 R2, • Real-time antivirus integrated with anti-spyware
your employees can retrieve accidentally deleted files and • Bi-directional firewall
restore previous versions easily.
• Anti-phishing
• Automated procedures for data backup and restore
• Performance tune-ups
• Integration with Microsoft update services

In addition, you automatically get version and feature

upgrades as long as you have an active subscription to
Windows Live OneCare. Get a free trial now at
microsoft.com.au/onecare
Secure your computers and network

• K
 eep your network up and running and secured
with Windows Small Business Server 2003 R2.
• L everage the improved security features of
Windows Vista.
 valuate OneCare as an integrated security solution
• E
for all your PCs.

17
 Get the professional Many businesses, especially those that depend on technology in
their day-to-day operations, build their success upon a network
of partnerships, vendors and relationships. To help you find the
help you need technology-based solution most appropriate for your business,
Microsoft has created a community of Small Business Specialist
partners.
In addition, to get the most from your investment in solutions,
Microsoft has created a variety of pricing options, payment terms
and partner relationships to give you choices that put you on
the fast track to increasing the value of your investment in your
Microsoft software solution.

Let a technology professional

handle all the details.
Your time is valuable. That’s why the right software will help you
focus on your business, not the technology.
To save time in choosing the right software, simply select a
Microsoft Small Business Specialist in your area. You just explain
your business’s needs and this Microsoft partner will assist you in
making smart technology decisions for your company.
Every Small Business Specialist has gone through training
to respond better to the special technology needs of small
businesses like yours. By focusing on your unique needs, this
Microsoft partner will help you to install, configure and/or
maintain your network and technology-based solution. Visit the
link below to find your local Small Business Specialist.
microsoft.com.au/smallbusiness/sbsa/vendorsearch.mspx

3 Does this sound familiar?

If so, then consider talking to a
Microsoft Small Business Specialist.
“We’d really like to see what technology can do for
us, but there’s just so much out there. Software,
hardware, mobile devices, wireless – the list goes on.
Isn’t there someone we can turn to for help?
Someone who’ll take the time to understand our
business before making a recommendation on
what to buy?”

For information on Microsoft Small Business Specialists,

18 visit microsoft.com.au/smallbusiness/small-business-specialist
Choose purchase options that meet
your needs.
3 Software Assurance,
Ask your Small Business Specialist to outline the best licensing for greater peace of mind
options for the Microsoft technology-based solution that
meets your specific business needs. There are several licensing Software Assurance is an offering that gives
options for small and medium businesses, including: you access to the latest software versions of
your licensed products over the term of your
n Software preinstalled on a new computer. agreement, along with access to support, tools
Some products, such as Windows Vista and Office Small and training. It also gives you the ability to spread
Business 2007, come preinstalled on personal computers payments over time.
or server hardware from Dell, HP or other manufacturers.
If you purchase five or more OEM (Original
This is often the most cost-effective way to purchase software,
Equipment Manufacturer) software licences or
but licences for preinstalled Microsoft software have some
retail software licences, you can add Software
constraints; for example, they aren’t able to be transferred
Assurance to those licenses through Open Value
to different machines.
within 90 days of purchase.
n Single user licenses. For more information, ask your Microsoft Small
Buying boxes of Microsoft software off the store shelf, or from Business Specialist or visit
an online or mail-order retailer, can be convenient. But unless microsoft.com.au/licensing/sa/default.mspx
you need fewer than five licences, a full packaged product
license is seldom the most cost-effective.

n Volume licensing.
If you need as few as five desktop software licenses (or one
server licence), you should evaluate these options to buy a
volume contract. There are two options for volume licensing.

1. Open Business. This is a convenient, transaction-based

solution for purchasing software licences. Open Business
offers discounts over full packaged product licences and
you can combine any set of Microsoft products to qualify
for the five-licence minimum.

2. Open Value. This is the best method for companies

that want to keep their software continually updated in
addition to a number of additional services. Open Value
offers Software Assurance benefits and your payments are
spread over three years. With Open Value, you can license
Microsoft products in a non-perpetual way, akin to leasing
a car, with substantial savings on annual payments.

For details on all licensing options, visit

microsoft.com.au/licensing/default.mspx or consult a Microsoft Small Business Specialist partner.
19
 Fresh ideas for your business
The Microsoft Small Business Centre is an online one-stop-shop for small business owners and
workers. Access the latest tips and articles by small business experts, plain-speak ‘how to’ guides,
business and software training and advice on resolving common small business problems.

n Keep up to date – Small Business newsletter.

Subscribe to this complimentary newsletter and be the first to know about the latest small
business offers from Microsoft and our partners. Get inspiration for tackling your business
challenges and take workday shortcuts with our handy tips and tricks.

n Improve your skills with online training.

Brush up on your software and business skills with our no-cost training courses that help keep
you current. Get to know the newest Office 2007 and Windows Vista software features and work
through realistic business scenarios.

n Learn from other Australian small businesses.

Read how everyone – from local architects to speech pathologists to community groups –
is finding real solutions to common IT problems such as unreliable data-back ups and
outdated technology.

n Read the latest articles.

Improve your sales and marketing, help your business go mobile and find new ways to connect with
customers with our comprehensive range of interesting articles.

n Download templates and security alerts.

Save time and keep your IT borders on full alert with our popular small business templates and
updates from the Security Guidance Centre.

n Make smarter business decisions.

Track your business software with our complimentary Software Asset Management (SAM) tool.
It also helps you streamline processes, reduce costs and enhance reliability and security to make
sure that your business is getting the most out of its software.

n Find a local Small Business Technology Specialist.

Search our database to locate your nearest Australian IT consultant who specialises in
small business.

Visit microsoft.com.au/smallbusiness to find out more.

20
 “The technology doesn’t just give them
more time for their club and branch
commitments, but also more time for
other commitments like work and family.
They might even have time for a surf!”
Ken English, President
Surf Life Saving Sydney Branch

Get the help and

support you need

Go mobile – and keep

in touch with your business
Improve the security of
your computers and network

Promote your business

to attract new customers

Manage your customer

relationships and increase sales Buy a new computer and
get more than you paid for

Streamline your retail operations

Extend your customer Share information with

management company-wide customers and suppliers

Control your cash flow and budgeting

Work from almost anywhere
Stop searching. Find

To learn more about Microsoft solutions, visit our online Small Business Centre:
microsoft.com.au/smallbusiness, or phone 13 20 58.
 m

Microsoft Small Business Centre

1 Fresh ideas and advice for Australian small businesses.
2 Latest software and business training.
3 Complimentary monthly newsletter.

microsoft.com.au/smallbusiness

Trusted Technology Advisors for your business.

microsoft.com.au/smallbusiness/small-business-specialist

© 2007 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft logo, Microsoft Dynamics, Access, BitLocker, Excel, Internet Explorer, the Office logo, OneCare, Outlook, PowerPoint,
SharePoint, SmartArt, Windows, Windows Vista, the Windows logo, Windows Live and Windows Mobile are either registered trademarks or trademarks of Microsoft Corporation in the United States
and/or other countries. Microsoft Business Solutions ApS is a subsidiary of Microsoft Corporation. All other trademarks are property of their respective owners. 06/07 SMB079 7JEAUXA5PD71MXX

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