FY14 DIG Program Offerings for Public Sector

1. FY14 DIG Program Offerings for Public Sector

2. FY14 DIG Offerings | Public Sector

3. Modern Desktop | PoC and Pilot Overview Modern Desktop Proof of Concept (PoC) • The goal of the PoC is to enable customers to quickly evaluate Windows 8 and Office 365 in a controlled (non-production) environment for 5-100 PCs. An engagement may last anywhere from 3 to 15 days depending on which PoC modules are delivered. • The standard PoC Customer offer is: • Funding is provided at $1K per day up to $15K • Minimum requirements: • Must provide either a Windows 7/8 Enterprise, MDOP and or Office 2010/15 revenue or deployment opportunity. • 250-1499 seats qualify for 3 days • 1500-2499 seats qualify for 5 days • 2500-3999 seats qualify for 10 days • 4000 + seats qualify for 15 days Modern Desktop Pilot • Modern Desktop | Pilot funding is prioritized for customers at risk for XP end of support and/or are looking to pilot Windows 8.1 Enterprise and MDOP. MDOP only deployments can also be funded. Uncommitted DDPS days should be consumed first. Prior participation in our PoC program is recommended, but not required. • The standard Jumpstart Pilot offer is: • Funding for post-sale opportunities is provided at $5/seat for Windows + MDOP, $3/seat for Windows only and $2/seat for MDOP only, up to $30K max. • Minimum requirements: • Be less than 50% deployed on Windows 7/8 Enterprise OR: • Commit to 5% deployment of Windows 8.1 Enterprise + MDOP • Pilot investments require a matching investment from the customer and/or partner

5. Process Overview 1 • Submit Request • Go to www.microsoft-dig.com and click Request Funding • Complete Request and e-Sign SOW • Click Submit 2 Receive PO Approval Work can begin when the PO is approved by Microsoft and sent to Partner. 3 • Complete Engagement • When engagement is completed, customer must sign Proof of Execution (POE) • Email signed POE to DIG3 • Invoice against PO number via MS Invoice

6. Key Resources DIG Portal www.microsoft-dig.com General Operational Questions DIG3@microsoft.com MS Market / MS Invoice Help prohelp@microsoft.com Program Feedback and Non-Operational Questions DIG3@microsoft.com

7. DIG Portal Step-by-Step Instructions www.microsoft-dig.com

8. DIG Portal • The DIG Portal is designed to help support the Microsoft Partner community by providing funding for services related to Pre Sales and Post Sales Engagements. • www.microsoft-dig.com • Users can: • Request funding • Track approval and payment statuses • Review sales, marketing, and technical training

9. DIG Performance Dashboard The DIG Performance Dashboard provides a real-time view of the active and PAID engagements registered for your organization. When a tile is clicked, the user will be sent to a pre-filtered requests screen for quick access.

10. Step 1: Identify Opportunity Partner meets with their PSE and (if appropriate) BDM Review current and future engagements Must be net new or still have active hours to bill NO RETROACTIVE POs Opportunities must be “shared” with Microsoft in PSX Opportunity ID requirements in PSX

11. Step 2: Portal Login New users go here www.microsoft-DIG.com New Users: Click Join and complete the portal application. Existing Users: Sign in with credentials NOTE: When signing in for the first time, each Partner user will be responsible for accepting the DIG FY14 Terms and Conditions. Once logged in, Click the “Request Funding” tile on the home screen to submit a DIG funding request. Existing users go here

12. Step 3: Customer Account and Initiative Selection Begin typing customer account name in search field to locate prospective client. *If you cannot locate a customer account, please contact DIG3@Microsoft.com Once the customer has been selected, choose your Partner Sales Executive (PSE). Pick your engagement type to request funding (organized by Initiative). Input FY14 Opportunity ID created in PSX or provided by your PSE. Click Request. Once clicked, you will be sent to the next stage of the reservation. 1 Assessment | 1 POC | 1 Deployment Funding limit per customer

13. Step 4: Request and SOW Submission Follow 1-2-3 Steps to complete the Details of the request and automate the SOW. Click the SOW tab to accept the terms and e-Sign the SOW. Click Submit. *Red Dot in tab indicates required information not yet completed

14. Step 5: Reservation Pending Approval Once the request is submitted  Request and SOW is sent to Approver for funding approval. Status Requested Partners and MS users must click “Review Requests” tile on home screen to see the funding request live in the DIG portal. Partner will receive email notification when funding is Approved or Rejected. Status Approved Status Rejection Pending (48 HR dispute) Sample Partner Sample Customer Sample PSE Sample PSE Sample Partner Sample Customer

15. Step 6: PO Sent to Partner Once funding request is Approved, a Purchase Order (PO) is sent to the Partner. (within 1-3 Business days) Status PO Sent Partner may now meet with the client and offer DIG funds. *Partner may not begin work without an approved Purchase Order (PO) **Partner expected to match DIG Funding Partner given 60 Days from PO Approval date to complete engagement with customer. Partner will receive 48 HR Expiration Pending notification. After the 60 Day Expiration, the PO will expire and the funds will be released. Expiration Date will be posted to the reservation.

16. Step 7: Complete Engagement with Customer Partner to complete Proof Of Execution (POE) form with customer within 60 Days of PO approval date. All fields required. If the funding has been approved for Deployment, seat totals must be completed. POE Form located in Documents and Tools Library on DIG Portal. *Required for all approved DIG engagements Partner to email signed Proof Of Execution (POE) Form to DIG3@microsoft.com

17. Step 8: Payment The final step in the DIG process is for the Partner to invoice against the PO# via MS INVOICE and receive payment for the completed services engagement. *If a Partner is not already in MS Market, they can sign up by sending an email to prohelp@microsoft.com (note: SLA of approval for Partner can take 1-2 weeks to get set-up once they have sent email to support) Once the Invoice is approved, the status in the DIG portal will be marked as PAID. *Dependent on the partner terms set with Microsoft will determine when and how payment is received.

18. Status Overview