Cisco Commerce Workspace

1. Cisco Commerce Workspace Gain Time Using CiscoCommerce Workspace (CCW) Software as a Service (SaaS) Capabilities Training November 2013

2. Introduction WebEx Offers Quote Order Search Subscriptions Agenda

3. Software delivered and managed as a service by Cisco (cloud provider) or a partner(cloud enabler), wherein the customer does not acquire the software as a license to run on its own systems, but instead, accesses the software through the internet (cloud). What Is SaaS (Software-as-a-Service)?

4. Register Deal Configure Order Quote Why Cisco Commerce Workspace?All Steps – One Workspace A single integrated, scalable, intuitive workspace to engage with Cisco throughout the purchasing process • Integrated, flexible workflow for deal registration, configuration, pricing and quoting • Real time guidance to valid selections reduces errors  • Intelligent validations • Rich interaction and efficient navigation • Increased productivity by automatically integrating the quote into the Ordering process • Dramatically improved usability • Minimized data entry • Intelligent defaults from user profile All deals, quotes, configurations, and orders in one place Simplified and more intuitive user experience across all four steps Foundation for services and solution selling

5. Market Shifts Bring Opportunities What happens if we do nothing? “Tremendous opportunity with the Internet of Everything (IoE) $14.4 trillion of market share on the table.” John Chambers Information Technology Telecommunications Source: IDC, 2012

6. Why Was This Transformation Project Pilot Initiated? Cisco has moved from the traditional pick, pack & ship model to a Flexible Consumption Model (FCM) • Usage-based pricing models for software will grow 98% in the next two years IDC • Almost every organization in our study intends to migrate software to SaaS—95% expect to invest significantly Gartner • The market is continually driving toward greater flexibility and lower costs

7. Cloud / XaaS Enablement Initiative Vision Build the operational capabilitiesto sell, transact and support utility consumption business models that put in place the foundation to scale this new business model in a way that makes it easy to do businesswith Cisco.

8. Cloud / XaaS Enablement Pilot Program Summary Snapshot • Q1 FY14 Release Foundation enables SaaS transactional capabilities for three U.S. partners: • CDW • Intercall • Nexus • Limited transactional volumes using SaaSWebEx (WebEx Meetings) offering as the first use case • Preparing functional groups for scale over three quarters with the first real volume impact expected in Q4FY14, May 2014 • SaaS orders initiated from CCW flow directly into Subscription Billing Platform (SBP) – bypassing Cisco OM / Order Distribution

9. Introduction • SaaS offers are designed for customers who are looking for the benefits of cloud-based collaboration tool with dynamic pricing and configuration. WebEx products include: • Cisco WebEx Meetings - Provides industry-leading web conferencing with audio, web, and high-definition video, along with document, application, and desktop sharing. • Cisco WebEx Messenger - Enables a full unified communications experience including presence, IM, audio, video, desktop sharing, and conferencing. • Cisco WebEx Enterprise Edition - Delivers a rich collaboration experience for specific lines of business, including team meetings, events, corporate training, and customer support.

10. CCW Quote & Configuration

11. CCW New landing Page From the new CCW landing page, you can create quotes, orders, and manage your Subscriptions. Clicking the home icon will always bring the Partner back to this page. 1

12. Add Quote Information Add a name for the Quote. Click on the calendar icon to choose a Closing Date. Select Deal Category from the drop down menu. Select the Buy Method. 1 2 4 3

13. Quote Information

14. Who’s Involved Check the box to add Partner Contact Information from User Profile. To Select End Customer, click English. Click View my Recent End Customers and make a choice from the list, or create a new End Customer. 3 2 1

15. Who’s Involved Completed Ensure Install Site Country is correct. Click Create a Quote. v 1 2

16. Add a WebEx SKU On the Quote page, type in the entire WebEx SKU. Remember, these SKUs are hidden so the typed SKUs must be complete and exact. List of SKUs is included at the end of this training. Click Add. SKU is added to the Quote. Click Select Options; you are “punching out” to NextGen Configuration. 2 1 3

17. Configure – Terms & Payment Select the Initial and Auto Renewal Terms. Select Prepayment option. Click on the calendar icon. Choose the Start Date. 1 2 2 3

18. Add Conferencing Click on Conferencing. Select Meeting Type. Enter number of users. Press Enter. Click the + to add to the Configuration. 2 1 4 3

19. Conferencing – Adding Users Change number of users. Press Enter. Click Update Qty to change the number of users in the Configuration. 1 2

20. Add Storage 10 GB of Storage is included @ $0. Enter number of additional GB of Storage if needed. Per the Warning message, 50 GB is the minimum for additional storage. 1 2

21. Add Audio Choose Additional Audio Type. VoIP in included. Select Billing Type. 2 1 3

22. Add Audio Option Select Audio Options. Remove unwanted options by clicking on the trash can. When Configuration is complete, click Done. 2 3 1

23. Accepting Terms / Completing Configuration Read through Terms and Conditions. Click Return to Configuration to modify current Configuration. Click Done to accept Terms and Conditions and finalize the Configuration. 1 2 3

24. Configuration Key call outs • Audio and Storage are optional • Ensure your Configuration is complete and valid as no changes can be made in Order • Review and reconfigure saved Configurations

25. Quote Configuration is Valid. Click Save and Continue to save and to move to Discounting. Click Save to save and stay on the current page. 1 2 3

26. Discounting Review discounting. Click Save and Continue to save and to move to the Review and Submit Tab. 1 2

27. Review and Submit Quote Ensure that all tabs have green checks. Red errors must be rectified before submitting. Scroll down to add CAM. Select CAM. Click Submit Quote for Approval. 1 2 3

28. Confirmation of Quote Approval

29. Quote Key call outs • Deal Registration with OIP is available for SaaS • RNSD is not available • WebEx SKUs are hidden so the typed SKUs must be complete and exact

30. CCW Order

31. Create Order from Quote Search for approved Quote. Click on Quote. Click Create a new Order from this Quote. 1

32. Select Items to Order Review information, and click Select Items to Order. 1

33. Select Items Select Items to Order. Click Continue. 1 2

34. Order Items Tab Click Save and Continue to save and to move to Discounting. Click Save to save and stay on the current page. 2 1

35. Discounting Tab Add Purchase Order Number. Review Discounting. 1 2

36. View Discounts Click View by. Select Discount Details Review Discounting. 1 2

37. Discounting Tab Click Continue when finished reviewing Discounting. 1

38. Add Billing Information Add Taxability. Choose the appropriate category. Add Partner Primary Contacts. Click on the pencil icon and choose from the pop-up menu. Add Service to Contacts. Click on the pencil icon and choose from the pop-up menu. Click Save and Continue to save and to move to Provisioning. 4 1 3 2

39. Add Provisioning - Region Click on Region Information. Select Country Code. Select Time Zone. Click Save. 1 2 3 4

40. Add Provisioning - Language Click on Language Information. Select Primary Language. Add additional languages as needed. Click Save. 1 2 3 4

41. Add Provisioning - Site Click on Site Information. Type in the Site URL. See example above entry box. Click Save. 1 2 3

42. Add Provisioning - Admin Click on Admin Information. Type in the Admin Email. Type in the Admin First Name. Type in the Admin Last Name. Type in the Admin Phone Number. Click Save. 2 3 1 4 5 6

43. Add Provisioning - Org Click on Org Information. Type in the Organization Name. Click Save and Continue to move to the Review and Submit Tab. 2 testco77 1 3

44. Order Review and Submit Ensure that all Icons are clear. Red errors must be rectified before submitting. Complete contact information. This is optional. Click Submit Order. 1 2 3

45. Submission Confirmation Review Order submission information. Click View Submitted Order to see Order details. 1 2

46. Order Key call outs • “Standalone” ordering for SaaS is not available in CCW. • Order must have only 1 SaaS Offer. No other products may be added to a SaaS Order. • Contact your Cisco AM and PDM: • For multi-element orders • For non-standard products / pricing • Partner Primary Billing Contacts must be unique. • The Provisioning, Domain, Site, and Admin email must be in same domain. • Partner must submit a Site Configuration for each TSP Audio Order. • English must always be added as either a primary or secondary language. • Order may be cancelled prior to provisioning. • Order Billing Contact and Provisioning Email Contact will receive notification when the site is provisioned. Partner must contact End Customer to enable access for branding.

47. Managing Orders in CCW

48. Check on Order Status 3 Click on Orders. Click on Recent. Review the Orders and Order Status on this page. Select an Order. 1 2

49. Review Status Item Tab shows the status of the Order. Validation in Progress – At this stage an Order can be cancelled in CCW. Accepted – An Order can no longer be cancelled in CCW. See PSM. Fulfilled – Order is complete and software is provisioned. 1 3 2

50. Cancel an Order Click on Orders. Click on Recent. Select an Order. 1 2