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Enrollment for Educations Solutions (EES)

Enrollment for Educations Solutions (EES). Vladim ír Hricka Licensing Specialist EPG Microsoft Slovakia. Partner L200, Phase II. Presentation Topics. EES Offering Review How to Buy, Contracts and Sales Channel Pricing Levels Getting Started with EES Accessing e-Agreements

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Enrollment for Educations Solutions (EES)

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  1. Enrollment for Educations Solutions (EES) Vladimír Hricka Licensing Specialist EPG Microsoft Slovakia Partner L200, Phase II

  2. Presentation Topics • EES Offering Review • How to Buy, Contracts and Sales Channel • Pricing Levels • Getting Started with EES • Accessing e-Agreements • OVS-ES Contract Review • Customer Transitions Partner L200, Phase II

  3. Enrollment for Education Solutions (EES): Offering Review Partner L200, Phase II

  4. What is the Enrollment for Education Solutions? Enrollment for Education Solutions (EES) is a new subscription offering for primary/secondary and higher education customers with 5 FTE or more. Available Worldwide March 1, 2011 (except Japan) EES Offers: • Easy Compliance • CustomizedSolutions • Lower Total Cost of Ownership • Simplified Asset Management • Low Administration Partner L200, Phase II

  5. EES Key Pillars Single Offer for Customers with 5 FTE and Above Target Customers Annual Counting Additional Products Student Licensing Higher Ed & Primary/ Secondary One Annual Count of Employees (FTE) License in any quantity ESD for efficient deployment That offers unique options for how small vs. large customers buy. Partner L200, Phase II

  6. Desktop Platform Product Options Professional Desktop Platform Suite Enterprise Desktop Platform Suite • Above Desktop Platform Products must be licensed organization-wide and may be licensed individually or in the Desktop suite. • Individual CAL Suite components are not Desktop Platform Products, but must be licensed organization-wide. • Add the Microsoft Desktop Optimization Pack (MDOP) for Software Assurance as part of your Professional Desktop Platform Suite or Enterprise Desktop Platform Suite. Partner L200, Phase II

  7. Additional Products with EES EES (Subscription) Campus and School (Subscription) Desktop Platform (Institution Wide) Desktop Platform and Additional Products (Institution-wide only) Additional Products (Organization-wide, departmental wide or for an individual license) • New Additional Products now Available: • Ten new Visual Studio SKUs including: • Visual Studio 2010 Ultimate with MSDN • Visual Studio 2010 Premium with MSDN • Expression Studio 4 Ultimate • TechNet Plus Direct and TechNet Plus Single User Partner L200, Phase II

  8. Full-time faculty Part-time faculty 3 Full-time staff Part-time staff  2 Total faculty/staff FTE Counting Faculty/Staff FTE Employees + + + = EES offers the convenience of licensing products based on the number of faculty/staff (FTE) employees in the organization. The formula below outlines how to determine thenumber of faculty/staff FTE employees an organization has: • For example, you have 2,000 full-time faculty, 3,000 part-time faculty, 1,000 full-time staff, and 1,000 part-time staff. The FTE employee count is calculated as follows: • 2,000 + (3000  3) + 1,000 + (1000  2) = 4,500 FTE employees Note: In EMEA, counting FTEs follows this formula: FTE Employees = faculty and staff who work more than 200 hours per year.

  9. EES Student Option • Organizations may license selected products for use by their students on a personally owned or an institution-owned computers designated for the student’s exclusive use. Calculate Student FTE within customer’s defined “organization” • 100% of students in participating institution or department must be included. Total student FTE count Part-time Students 3 Full-time Students + = • All products available under Student Option must be licensed for 100% of the students within the defined organization. • Student-only enrollments must meet the 5 Student FTE minimum and include at least one Desktop Platform Product. Partner L200, Phase II

  10. EES Licensing Offer at a Glance EES How to Buy at a Glance Partner L200, Phase II

  11. EES: How to Buy, Contracts & Sales Channel

  12. How to Buy Overview • All program features such as annual FTE count, licensing Additional Products, Software Assurance, Student Licensing etc…remain the same regardless of organization’s size!

  13. Contract Availability and End-of-Life Summary • Campus and School Agreement is evergreen and remains in market. • School Enrollment remains in market, as-is, with no targeted end of life. • Campus Enrollment end of life is February 28, 2011. • Extensions not supported past Feb 28, 2011. • EES Phase 1 December contract end of life is May 31, 2011. • All extensions supported per T&Cs. OVS-ES on e-Agreements EES Phase 2 March Contract (CASA + EES) EES Phase 1 Dec Contract (CASA + EES) Campus Enrollment School Enrollment Campus and School (Master) Agreement 3.5 Partner L200, Phase II

  14. Sales Channel View School Enrollment will remain in market, with no changes to its channel model. Partner L200, Phase II

  15. EES: Price Levels

  16. Price Levels and Thresholds F • Starting March 1, 2011 - Minimums are measured in FTE not “units” E Partner L200, Phase II

  17. Price Levels and Thresholds D F C • Note final pricing bands B A EES Net Level A = OVS-ES Net Level F • Starting March 1, 2011 - Minimums are measured in FTE not “units” E Partner L200, Phase II

  18. Mitigating Transition for Campus Customers B F Price Increase Mitigation MSFT is making available a 4% discount for Current Campus customers with less than 1,000 FTE as they transition to the OVS-ES agreement. Available for 12 months beginning March 1, 2011. Partners submit promotion code with eligible orders. Look for execution details coming soon. A No Price Change E 4% NET Price Increase Net new annuity business Note: This promotion is not available in the USA. Partner L200, Phase II

  19. Getting Started with EES

  20. 4 Steps to Getting Started with EES • Define your Organization: • Customers may define their organization as: their entire institution with or without affiliates, by department, school site or other defined user grouping. • Count Full Time Equivalent (FTE) employees: • All customers subscribing to EES will count FTEs to license their chosen products. • Meet the minimum of 5 FTEs within the organization: • Academic organizations that meet the requirements under the QEU with 5 FTE or more qualify for EES. • License at least one Desktop Platform Product organization wide. Partner L200, Phase II

  21. How Products are Licensed Partner L200, Phase II

  22. eAgreements

  23. eAgreements Overview Microsoft’s eAgreementtool is an online solution designed to improve Partner and Customer experience with the Microsoft Volume Licensing agreement process. The eAgreements tool enables: • Electronic creation • Assembly • Signature • And execution of Available for Open Value Subscription – Education Solutions (OVS-ES) agreement. Intuitive interface and automation helps to: • Reduce data input errors • Improves cycles times • Reduces resource needs Partner L200, Phase II

  24. eAgreement’s Value to Partners Automation improves customer satisfaction and allows you to spend more time on sales activities. With eAgreements you can: • Create and present agreements online • Reduce errors: Simplify and streamline the process through  integration with Microsoft systems which will reduce manual errors and increase speed of activation • Reduce agreement cycle times, invalid agreements and administrative tasks • Track, report and search the status of existing agreements • Improve access to and management of organizational and contact information • Attach quotes and concession materials to the agreement package • Provide option of either electronic or physical signature for your Customers Partner L200, Phase II

  25. eAgreements Process Flow • Partner submits Agreement to Customer from tool • Partner Creates Agreement in tool • Customer Signs Agreement in website • Customer Signs Physical Copy of Agreement • Agreement Submitted for Physical Signature • Agreement Submitted for Electronic Signature • Microsoft Activates Agreement* *Microsoft signature step is not applicable for Open Value Subscription-Education Solutions contract packages. Partner L200, Phase II

  26. eAgreements Web Client eAgreements has two different user interfaces – a Web Client and a Smart Client. The eAgreements Web Client allows users to – • Invite Users • Manage Organization Details • Download the Smart Client To open the web client navigate to https://eagreements.microsoft.com. New users will need to complete the registration process outlined in the next slide before logging in to the smart client. Existing users will log-in using their Partner Domain Account or WLID (Windows Live ID). Partner L200, Phase II

  27. eAgreements Smart Client The eAgreements Smart Client will be used to – • View, Create and Submit Contract Packages • Search Contracts • Maintain Customer Data Note: To install the Smart Client, users must be an administrator on their own machine. Please contact your company’s IT department if assistance is required. 1 2 Note: Customers do not have to install the Smart Client Partner L200, Phase II

  28. eAgreement Training and Resources Video presentation about how to get started with e-Agreements: https://partner.microsoft.com/40143832 For additional training resources, please visit the Partner Portal at: https://partner.microsoft.com/global/eagreements/ Includes video trainings in additional languages, presentations, and user guides. Partner L200, Phase II

  29. CASA+ EES & OVS-ES Contract Reviews

  30. CASA + EES March Contract – What’s New • Introduces 1,000 FTE Minimums • Adds 2 Additional Price Levels • LAR Partner Info Added • This contract will only be transacted by LARs starting March 1, 2011. Partner L200, Phase II

  31. Completing the OVS-ES e-Agreement Select at least one Desktop Platform Product. Check all three to license the Education Desktop. 1 2 Select 1 or 3 year licensed period. Partner L200, Phase II

  32. Completing the OVS-ES e-Agreement • Define the “Organization” • Institution only • Institution plus all or some Affiliates/ Departments/School Locations/ Defined User Groups • Certain Departments, School Locations, or Defined User Groups 3 Check to receive Level F pricing if Organization count is greater than 1,000 FTE. 4 Partner L200, Phase II

  33. Price List for OVS-ES Contract • Academic pricing added to Open Value Subscription price list • Two price levels for Desktop Platform Products • Level E • Level F (equal to Level A) Partner L200, Phase II

  34. Customer Transitions

  35. School Customer Transition Options Current School Enrollment customer ready to renew. Renew on School Enrollment CASA 3.5 is evergreen. Customer does not need to “renew” the agreement. Option 1: Transition to EES via OVS-ES agreement, with AER Option 2: Transition to EES with LAR CASA 3.5 is evergreen. Customer does not need to “renew” the agreement. Option 3: If 1,000 FTE or more Partner L200, Phase II

  36. Campus Customer Transition Options Current Campus Enrollment customer ready to renew. Extend Campus Enrollment – supported only through Feb 28, 2011. CASA 3.5 is evergreen. Customer does not need to “renew” the agreement. Option 1: Transition to EES via OVS-ES agreement, with AER Option 2: Transition to EES with LAR CASA 3.5 is evergreen. Customer does not need to “renew” the agreement. Option 3: If 1,000 FTE or more Partner L200, Phase II

  37. Enabling Smooth Transitions to EESEarly Transition Option for 3 Year Campus/School Enrollments Sign Enrollment Termination Form (Form available on explore.ms) Option: Transition to EES at 1 or 2 year anniversary Sign EES Enrollment Or OVS-ES Agreement Y0 Y1 Y2 Y3 Submit w/paper EES or attach to OVS-ES e-agreement School Enrollment Campus Enrollment 3 year Term Campus or School Enrollment • Form can only be used to terminate at anniversary. • Must be submitted with EES/OVS-ES. • Only available for customers on annual payment enrollments. or Note: This is an OPTION. Customers are not required to transition early. For customers that need to keep their 3-year commitment to honor their tender, etc. this option may not be right for them. Partner L200, Phase II

  38. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation.  Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Partners should refer to their agreements for a full understanding of their rights and obligations under Microsoft’s Volume Licensing programs.  MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

  39. APPENDIX

  40. CASA/EES/OVS-ES Comparison

  41. EES Scales from Breadth to Depth Disti + AER Channel Scale Strategy • Net new breadth annuity business starting at 5 FTE • “Plain vanilla” program aligns to Disti’s volume business • No exceptions • No amendments • e-Agreements (OVS-ES) – automation reduces operational costs and allows for addition of net new resellers. • Pricing: Level E and Level F LAR Single-Tier Channel • Single-tier depth channel aligns to LAR business model (1,000 or more FTE) • Additional volume pricing tiers support largest customers(Levels A, B, C, D) • BD support for custom deals Level A Level B Level C Level D Level E Level F LAR Channel Disti + AER

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