Software Assurance Planning Services

1. Software Assurance Planning Services Partner Training Module 1: Planning Services Overview, Eligibility and Enrollment July, 2013

2. The purpose of this partner training The purpose of this 2-part partner training series is to provide Microsoft partners who are enrolled in the Software Assurance Planning Services program, or who are considering enrolling, with important program value and execution guidance, as well as clarify the voucher life cycle and the various process steps associated with Microsoft customer’s use of their Software Assurance Planning Services benefits.

3. Training Agenda for Module 1 • Overview: Software Assurance Planning Services • The value for customers • The opportunity for Partners • What is a Planning Services engagement? • The Planning Services offerings • Partner eligibility requirements • How to enroll in Planning Services • How customers find a Planning Services provider • Review & resources

4. Software Assurance Planning Services Value for Customers Help customers plan & prepare • On-site planning support by qualified Planning Services partners • Guides customers through business value and pre-deployment planning stages • Share best practices, answer key questions • Create comprehensive plans In-depth technology discussions, product demos Virtual lab sessions, Proof of Concept (PoC) pilot demos Customized deployment plans Mitigates ambiguity and concerns with on-site expertise

5. Software Assurance Planning Services Opportunity for partners Build a new practice Increase revenue with new and existing customers Deepen your engagement with current customers

6. What is a Planning Services engagement? Structured planning engagements that enable efficient deployments, upgrades or migrations for applications, system and server products, and cloud services Helps customers augment and reinforce their own IT staff’s planning efforts Content built on years of best practices learned by Microsoft and its partners Service levels are 1, 3, 5, 10, or 15 days in duration, resulting in “A Plan” Exclusive to Software Assurance, benefit determined by customers’ total qualifying licenses

7. Planning Services Offerings

8. Planning Services Offerings Planning Services days apply toward increasing server or seat counts of the products featured within the given Planning Services offering, and focus on the latest version of those products.

9. Planning Services Engagement Lengths Engagement duration of 1, 3, 5, 10 or 15 days Mix or match options Software Assurance Customer Quick Start Guide

10. Eligibility requirements for Planning Services partners Certification criteria varies by PS offering Only qualified partners deliver PS engagements Read the Partner Eligibility Requirements Visit the SA Planning Services Partner Portal for program details

11. Eligibility requirements for Planning Services partners • A Microsoft Competency is required by the organization for every PS offering, except AZDPS. • Consultant requirements are based on specified exam attainment and vary by PS offering • Each certified delivery consultant must have associated their Microsoft Account (WLID) and linked their Microsoft Certified Professional (MCP) credentials to the partner company’s MPN Location ID that is registered for each Planning Services offering. Partner Eligibility Requirements NOTE: There is no separate Planning Services offering for engagements related to Office 365. Partners are required to be familiar with what Office 365 activities their particular Planning Services offering will support within an engagement.

12. How eligible partners enroll in Planning Services 5 easy steps Review the “Partner Quick Guide” (Slide #4) for details on MPN Membership restrictions and renewal. Visit the MPN Competency Roadmap for details on competency changes. Start Here: SA Planning Services Program Page on MPN 4 1 2 3 5 When Organization enrolls, all Locations are enrolled. Membership in Planning Services must be renewed annually after Competency renewal Only associated individuals with a “Program Contact Role” in MPN can access VVR tool

13. Enrollment Steps 1-2: Select A Program • Go to: SA Planning Services Program Page on MPN • Select a PS offering and click “ENROLL”

14. Enrollment Step 3: Sign in to MPN • Click “Sign In” to log in with your Microsoft Account

15. Enrollment Step 4: Accept T&C’s • Click “View” to Review & Accept the Terms & Conditions

16. Enrollment Step 5: Opt-In • Opt-in to your program by clicking “Enroll” • You may Opt-in to other programs for which you are eligible

17. How Customers find Planning Services partners PS Provider Directory Customer Search Navigate To: register.microsoftdps.com

18. Module 1 - In Review Planning Services overview On-site planning support by qualified Planning Services partners Guides customers through business value and pre-deployment planning stages Offers business development opportunities to partners, deepening their engagement with customers Uses structured engagements of defined lengths, with content built on years of best practices Exclusively available to Software Assurance customers based on eligibility Results in a comprehensive, customized plan for a deployment, upgrade or migration Only qualified partners may enroll and deliver Planning Services engagements Criteria for participation is defined both for the organization and the consultant Eligibility requirements vary for each Planning Services offering Partners enroll in a Planning Services offering online Customers find Planning Services partners in the PS Provider Directory

19. Resources

20. Resources

21. Thank you