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Copyright © 2015, SAS Institute Inc. All rights reserved. PARTNER DASHBOARD – ROADMAP FOR TRACKING YOUR BENEFITS AND REQUIREMENTS 24 SEPTEMBER 2015
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER DASHBOARD – ROADMAP FOR
TRACKING YOUR BENEFITS AND
REQUIREMENTS
24 SEPTEMBER 2015
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDAGENDA
Tracking Program Key Performance Indicators
• Revenue Attainment
• Sales Engagement Model
• Opportunity Registration
• Partner Profile
• Role-based Credentials
• Partner Dashboard
• Program Operations Roadmap
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PROGRAM KEY PERFORMANCE INDICATORS
PROCESS OVERVIEW AND TRACKING
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PARTNER
DASHBOARDKEY PERFORMANCE INDICATORS
PROGRAM REQUIREMENTS
Revenue attainment• Opportunity Registration Form (ORF)
• Pipeline and revenue reports
Partner Profile
Role-based Credentials
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDTRACKING KEY PERFORMANCE INDICATORS
Opportunity Registrations
Certifications
Revenue
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SALES ENGAGEMENT AND REVENUE
ATTAINMENT
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PARTNER
DASHBOARDSALES ENGAGEMENT PROCESS
Submit Opportunity Registration
FormPartner
Review ORF
Partner Manager
Sales & PSD
Review
Partner Manager
Execute ORF
Partner Operations
Communicate to Partner
Partner Manager
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDOPPORTUNITY REGISTRATION PROCESS
Improved sales
engagement process
Transparency
Improved online
registration form
New tools and processes
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDENHANCED OPPORTUNITY REGISTRATION FORM
Registration Form Sections
• Prefill based on sas.com profile dataPartner Information
• Minimal required fieldsCustomer Information
• Brief description of opportunity
• Ability to indicate interest in post-sales implementation services Opportunity Overview
• Open an opportunity
• Work an opportunityPartner Activity
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Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDOPPORTUNITY DETAILS
Include relevant information about the engagement
This field allows you to indicate your interest in services
related to this opportunity
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PARTNER
DASHBOARD‘OPEN’ AND ‘WORK’ ACTIVITIES
Maximum 10% Teaming Fee
Total
Combined
Maximum
15%Maximum 10% Teaming Fee
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PARTNER
DASHBOARD‘WORK’ CONDITIONAL LOGIC
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PARTNER
DASHBOARDPARTNER DASHBOARD DATA
Update Orion with partner
details
Partner Operations
Deal Management
Account Team
Update Sales
System
Partner Operations
Partner Dashboard
Partner Operations
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CREDENTIALS
TRACKING AND REPORTING
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SalesTech
Sales
Post Sales
SAS
Programming
Install &
ConfigImplementation Administration
Analytics
Data
Management
Visualization
Competency
Tracks
Competency
Categories
PARTNER
DASHBOARDCOMPETENCY PATHS AND CREDENTIALS
Each check mark represents the completion of a competency path
(some paths require more than one credential)
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PARTNER PROFILE AND DIRECTORY
LEVERAGING YOUR PARTNER PROFILE
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PARTNER
DASHBOARDPARTNER PROFILE
The Profile Form has been updated to reflect the new program components and is
located on PartnerNet. The Profile Form:
Is the data source for information published on the Partner Directory
Surfaces competencies and credentials as they are achieved
Is required annually as part of the program renewal process
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDPartner Directory
Enhanced Directory Search
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PARTNER
DASHBOARDDIRECTORY SEARCH RESULTS
Credential results
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PROGRAM REQUIREMENTS STATUS
Revenue attainment
Role-based Credentials
Partner Profile
PARTNER
DASHBOARDBUILDING THE PARTNER DASHBOARD DATA SET
Competencies & Specializations
Revenue Pipeline
SAS Gold Partners Company
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
Competencies &
SpecializationsRevenue Pipeline
SAS Gold Partner Company
Competencies & Specializations
Revenue Pipeline
SAS Gold Partners Company
Competencies
BI / Visualization
Data Management
Analytics
Foundation
Specialization(s)
Risk
Customer Intelligence
Security intelligence
Analytics Modernization
Status: GOLDRequired credentials: 5/4
Certifications TS: Analytics TS: Foundation TS: Visualization PS: Analytics PS: Foundation
Scott Vander
Remco Hire
Nancy Brown
Brian Accent
Elishia Russo
Also: info window detailing each comp/spec
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ROADMAP AND NEXT STEPS
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PARTNER
DASHBOARDTHIS IS JUST THE BEGINNING!
JANOCT JUN
Program
Renewals
Deadline for
meeting
requirements
Application
Online
MDF Forms
Enhanced
PRM RFP
Partner Scorecard
MAR
Webex Program Education and Announcement Sessions
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
PARTNER
DASHBOARDWHAT NEXT?
NEXT STEPS:
• Read the Program Guide!
• Visit the Kiosk to speak with a member of the team
• Update your Partner Profile
• Send your ideas about what you’d like to see on the Partner Dashboard to
• Explore the new PartnerNet for resources to help maximize your ROI
Copyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
sas.comCopyright © 2015, SAS Insti tute Inc. Al l r ights reserved.
THANK YOU
