IntroductionSoftware Assurance Planning Services

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Agenda

Why Planning Services? Offerings, Engagements, & Deliverables Getting Started Resources

Why Planning Services?

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Get turnkey resources and delivery guidance to help you provide in-depth planning engagements, improve and scale practices, and open more business opportunities while getting paid by Microsoft.

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Planning Services Overview

Covers a broad range of Microsoft products, services, and solutions

Ready made materials and delivery guidance help you conduct efficient, repeatable engagements

Program helps you find and service customers and gain valuable experience in new practice areas

Generates a deployment, upgrade, or migration plan as you identify customer needs and follow-on business opportunities

Customer Opportunity (Worldwide)Planning Services engagements are on the rise

Who’s eligible?Annuity customers with Open Value - Company Wide, SA Membership, Select SAM, Open, EA and Subscription

Number of days based on volume of eligible products

Example calculation3,500 Office Pro Plus (3,500 points)+50 Windows Server Ent. (2,500 points)+600 Visio Standard (600 points)6,600 Applications/Server points = 10 days

Customer demand has doubled every 18 months since 2010

Customers Ready to Deploy

64% of customers expect to deploy

32% of customers are evaluating deployment options

Only 4% of customers not deploying (reasons vary, e.g. lack

of clarity, business/technical decision maker sign-off, budget)

Planning Services engagements contribute to Partner pipelines 81% of Partners either win or

are likely to win follow-on business

12% of Partners await a customer decision

Follow-on Business

158%2

23%

311%

41%

52%

65%

Future Spend

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Leverage program to build expertise and practice: Best practices delivery content to

guide you through an engagement

Customizable sales and technical presentations, documents, and templates

Access to product deployment reference materials

Turnkey Resources for Repeatable Engagements

Offerings, Engagements, & Deliverables

Lync & Exchange

SQL Server Public Cloud, Windows Azure

Private Cloud, Virtualization Management

Desktop SharePoint

Developer & Tools

Create a deployment plan for Office and/or Windows or initiate an Office 365 FastTrack planning engagement

Get guidance and hands-on training on migrating applications and data to Microsoft Azure

Get fundamental analysis, understand processes and procedures to optimize your datacenter

Evaluate and plan your Exchange and Lync deployment, or perform an Office 365 FastTrack planning engagement

Build an effective deployment plan, or deliver an Office 365 FastTrack planning engagement

Get help assessing and planning for deploying or migrating content to SQL Server, or implementing Dynamics CRM

Gain analysis and process-focused approach to develop deployment plans for Visual Studio Team Foundation Server

Planning Services Offerings

Visit microsoftdps.com for more details on program offerings and engagements

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Each of the 7 offerings align to a product or group of products and technologies

Some offerings have multiple engagements

Offerings provide engagements of varying lengths

Each engagement has a different purpose and related content

Refer to specific engagement delivery guides for details

Understanding Offerings & Engagements

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Reserve Paid by Vendor

Redeem

Planning Services VouchersCustomers use the Volume Licensing Service Center (VLSC) to access Software Assurance benefits and create Planning Services vouchers

Create /Assign

All Planning Services engagements should end with a presentation of the engagement findings and recommendations – your final deliverable to your customer and Microsoft

Use the presentation template(s) provided by each offering as a starting point.

Identifies customer’s business goals

Outlines consultant’s research and findings

Highlights customer’s objectives & goals

Provides an overview of next-step partner recommendations

Deliverable Requirements

Note: Separate deliverables are required in cases where multiple engagements are being performed

Getting Started

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Partner EligibilityPlanning Services Partner eligibility requirements:

Organization must enroll in the

Microsoft Partner Network and

Planning Services

Program enrollment is specific to the

Planning Services offering (e.g. DDPS,

PVDPS, etc.)

Partner must possess Microsoft

competency associated with specific offering

Consultants must possess one or more

certifications associated with

offering competencies

Check the specific delivery guides for additional recommendations.

Initiating an EngagementExisting Relationship

Customer Initiated

Microsoft Managed

Cold Call

LAR Relationship

Unmanaged SIs, or managed SIs that have relationships with LARs can work with LARs to help make customer connection

Advertise Planning Services to all customers as an offering

If customer is eligible, discuss using vouchers, otherwise charge them a

standard rate

Strategize with your PAM or customer AM

Advertise Planning Services support

Ensure profile information appears correctly in Planning Services Provider

Directory

Talk to existing customers you know have Software Assurance (SA)

Resources

Resources

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Training/Guidance, Tools and Sites

Description

SA Planning Services Partner Portal Planning Services partner portal includes information on the value of the benefit, “how-to” resources for selling and delivering by Planning Services, required deliverables, process templates and resources.

Partner Eligibility Requirements Complete list of the certifications, by each Planning Services offering, that must be obtained by a partner organization and its consultants in order to become approved as a provider.

SA Planning Services Online Enrollment MPN site where qualified partners can enroll online in the Planning Services offering for which their organization is eligible.

SA Planning Services Customer Web Site Customer-facing site on www.microsoft.com where customers can learn about their SA benefits including Planning Services.

Volume Licensing Service Center (VLSC) Customer-facing volume licensing portal where qualified customers access their SA benefits; used by the SA Benefits Manager to create and assign PS vouchers.

Frequently Asked Questions List of the top questions and answers about Software Assurance Planning Services.

Contact Us Contact the help aliases for each of the Planning Services offerings.

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Thank you