Cloud & Smarter Infrastructure Channel SaaS Program Tool guide

1. Cloud & Smarter Infrastructure Channel SaaS Program Tool guide

2. Content in this Guide • Software Value Plus program uses Partner Guided Selling (PGS) Tool to process all Tier 2 SaaS Offering Quotes by the VAD • SaaS Solution Provider program uses Software Quote & Order (SQO) Tool for all SaaS Solution Provider Quotes entered by an IBM Rep • SaaS Referral Program uses SaaSIncentive.com Tool to process SaaS opportunities and claims entered by Business Partners • Backup: IBMer’s have viewer access to the PGS tool VADs use to submit request for quote for Software Value Plus to provide help as needed Guide to the PGS mirror

3. VADs – Partner Guided Selling Tool • Channel Program: Software Value Plus • Tool: Partner Guided Selling • Submitter: VAD • Process: • Step 1: Log onto Passport Advantage Online Tool • Navigate the following screenshots to walk through a typical C&SI SaaS offering Quote for Software Value Plus

4. VADs - SaaS Ordering Tool There are two links to get to Partner Guided Selling – one on the left side and one on the right side.

5. Select “Create a new sales quote”

6. Select a country from the pull down and hit the Continue button

7. Navigate to the Parts and pricing tab • select Browse Software as a Service

8. Expand Tivoli Software to select C&SI SaaS offering C&SI Available SaaS offerings

9. Each service offering can be configured to a customer’s need APM (SaaS) Example – Base Subscription

10. Performance Management (SaaS) Example Term, Billing Frequency and Ramp Up 24 36 48 60 Base Subscription

11. Software Quote and Order tool for SaaS Solution Provider

12. SSP - SaaS Ordering Tool • Channel Program: SaaS Solution Provider • Tool: Software Quote and Order • Submitter: IBM Rep • Process: • Step 1: Log onto SQO • Navigate the following screenshots to walk through a typical C&SI SSP offering Quote

13. Create a Software as a Service Solution Provider Quote Type

14. In Parts and pricing Tab, Browse Software as a Service

15. Expand Tivoli Software C&SI Available SSP SaaS offerings

16. Each service offering can be configured to a customer’s need Workload Automation (SaaS) Example Term, Billing Frequency and Ramp Up 24 36 48 60 Base Subscription

17. www.SaaSIncentive.com used by Business Partners to Refer C&SI SaaS Opportunities or Claims

18. Channel Program: SaaS Referral • Tool: SaaSIncentive.com • Submitter: Business Partner • Process: • Step 1: Log onto SaaSIncentive.com • Navigate the following screenshots to walk through a typical C&SI SaaS Referral opportunity registration

19. Log onto www.SaaSIncentive.com Select to Submit a Claim Select to Register an Opportunity Click to Proceed

20. Fill in the mandatory (‘*’) fields and the Opportunity details C&SI SaaS offerings Available for Referral

21. BACKUP

22. Software Value Plus as seen by an IBMer

23. IBMer Guide to the PGS mirror • Channel Program: Software Value Plus as seen by an IBMer • Tool: Distributed Software Online • Submitter: Not Applicable (the tool is a viewer only) • Process: • Step 1: Log onto Distributed Software Online • Navigate the following screenshots to walk through how an IBMer can look into what has been submitted by a VAD for a typical C&SI SVP quote.

24. Log into the DSW Online site, using your userid

25. Use the “Search Customer/Business Partner by name” function

26. Select the radio button for Business Partner view Type in a VAD (i.e. Avnet) as the BP name (the field will still say “Customer Name”) Select the USA for the country Hit the Search button

27. Select any one of the SAP Site Numbers for the Business Partner

28. There are two links to get to Partner Guided Selling: one on the left side and one on the right side. *** This is the starting point for a VAD ***