De-Mystifying Software Licensing

Softmart’s guide to De-Mystifying Software Softmart’s guide to De-Mystifying Software Licensing; Getting Your Money’s WorthLicensing; Getting Your Money’s Worth

ByByNathan Pheiffer – Softmart Field Account RepresentativeNathan Pheiffer – Softmart Field Account Representative

Ross Ramsdell - Softmart Inside Account ManagerRoss Ramsdell - Softmart Inside Account ManagerVince Allison – Microsoft Specialist and International Alliance Vince Allison – Microsoft Specialist and International Alliance

ManagerManagerBruny Papp- General Manager of Partner DevelopmentBruny Papp- General Manager of Partner Development

AgendaAgenda Introductions Introductions

Softmart OverviewSoftmart Overview

Review Licensing OptionsReview Licensing Options License or License & Software AssuranceLicense or License & Software Assurance

Purchasing OptionsPurchasing Options OEM/RetailOEM/Retail Open License ProgramOpen License Program Select License ProgramSelect License Program Enterprise Agreement (EA)Enterprise Agreement (EA)

Questions/Next StepsQuestions/Next Steps

#By the NUMBERS — how Softmart measures up

‘821982 Softmart is founded

‘931993 Softmart is the first to sell a Microsoft Select Agreement

nineteen ninety-four

1994 Softmart is the first to sell a customized Microsoft Enterprise Agreement

‘961996 Softmart starts selling hardware

1999

wwwSoftmart was the first to sell volume licensing through the Internet

name1,700Brands

249,997249,998249,999

250,001250,002250,003250,004

250,000SKUs

66Softmart sells from North America to South America, from Europe to Asia,

including Africa and Australia

Continents:

All 0SIC industries1

AGRICULTURE, FORESTRY & FISHING

MINING

CONSTRUCTION

MANUFACTURING

TRANSPORTATION & PUBLIC UTILITIES

WHOLESALE TRADE

RETAIL TRADE

FINANCE, INSURANCE & REAL ESTATE

SERVICES

PUBLIC ADMINISTRATION

GOVERNMENT Federal, state, local & academic

USA

one hundredSoftmart’s customers are included on the Fortune and Forbes top 100 lists

100

250>250 IT seatsSoftmart specializes in the midsize market

250< 250 IT seatsSoftmart has a special small business unit

SBA19.102Softmart is classified as a Small Business

55…easy to understand

Business Benefits1

…easy to buy2

…easy to manage3

…easy to implement4

…easy to use5

…easy to understand

1

… easy to understand

SOFTWARE VENDOR SPECIALISTS Microsoft

AdobeNovellSymantecIBMAnd many other

publishers

1

$213,000identified by the “Software Needs Analysis” for Lewistown Hospital – 335 seats

… easy to understand1

savings

a case history

… easy to understand1

HARDWARE VENDOR SPECIALISTS Hewlett-Packard

DellIBMAppleSonyAnd many other

manufacturers

Upgrades + 10%identified by the “Hardware NeedsAnalysis” for Marrs Printing

… easy to understand1

a case history

…easy to buy

2

Proposals

Price Quotations &

Purchase Approvals

… easy to buy2

of Panasonic use Softmart because of the “Gatekeeping” approval process

4 divisions

a case history… easy to buy2

Order by Web,

E-Procurement, E-Mail, Fax or Phone

… easy to buy2

…easy to manage

3

LICENSE TRACKING

CUSTOMIZED REPORTING

ASSET MANAGEMENT

CONTRACT RENEWALS & UPDATES

… easy to manage3

LICENSING TRACKING Inventory the number of owned licenses and the manner in which they are deployed

… easy to manage3

566,000for the U.S. Army

… easy to manage3

a case history

Licensing Components

CUSTOMIZED REPORTING

… easy to manage3

You can create reports based on your specific needs…By Purchase Order Numbers…By Ship-to-Locations…By Date…By Product Classifications…even by Brand Names.

32

Team Name

Invoice/Ship Date

Manufacturing Name

Quantity

Order Number

Invoice Line Number

Contact

SKUs

MSRP

Extended Price

PO#

Period (MMDDYY)

Manufacturing Part #

Product Description

Payment Method

Invoice #

Shipping Method

benefit from Softmart’s Customized Reporting

… easy to manage3

a case history

NFL Teams

ASSET MANAGEMENTSoftmart’s VeriCount An accurate inventory on the IT you’ve got

… easy to manage3

Up to

… easy to manage3

a case history

According to the IT industry research firm, Gartner, asset management can save up to 30% of an annual IT budget.

savings30%

CONTRACT RENEWALS & UPDATES

… easy to manage3

Softmart services include automatic contract renewals and updates. You’ll never miss an opportunity to maintain your discounts.

$12,000 savings for CIBA Vision on a IBM/Lotus renewal

… easy to manage3

a case history

…easy to implement

4

ConfigurationInstallationDeploymentIntegrationHelpdesk

… easy to implement4

… easy to implement4

a case history

$162,000 savings + $112,000 of FREE Software Assurance Benefits for Auxilium Pharmaceutical

…easy to use

5

… easy to use5

TrainingRefresher Courses

$37,000 training dollars

… easy to use5

a case history

for Valley Health System

“What’s in it for you?”

#1QUALITYASSURANCE

2 hours or lessfor price quotations

OUR GOAL

Order Processing: You get what you need, when you need it.

OUR GOAL

2 hours or less to call you back

OUR GOAL

is the average tenure for our customer service staff

9 years

Softmart Can Help You …take advantage of expert advice …buy smarter …maximize your time …inventory all of your IT assets …and save money!

We’d like to offer you a FREE Microsoft Licensing Analysis.

Microsoft LicensingMicrosoft Licensing

Licensing Options Have Been Licensing Options Have Been SimplifiedSimplified

Two options when purchasing softwareTwo options when purchasing software License OnlyLicense Only

Provides rights to current versionProvides rights to current version One-time purchaseOne-time purchase

OROR License & Software Assurance (L&SA)License & Software Assurance (L&SA)

Deploy new releases of Microsoft software as Deploy new releases of Microsoft software as soon as they become availablesoon as they become available

Access to additional benefits: ex: support, Access to additional benefits: ex: support, tools and trainingtools and training

Simplified license tracking and budgetary Simplified license tracking and budgetary planningplanning

Software Assurance FeaturesSoftware Assurance Features

Microsoft's SoftwareMicrosoft's Software

Assurance gives youAssurance gives you

automatic automatic Access to new Access to new

technologytechnology ProvidesProvides productivity productivity

benefits, support, benefits, support, tools, and trainingtools, and training to to help deploy and use help deploy and use software efficiently.software efficiently.

Both Desktop andServers

Spread Payments New Version Rights

TechNet Online Concierge Chat Corporate Error Reporting

WinPE eLearning

Desktop Servers

Home Use Program

Employee Purchase Program

Enterprise Source Licensing Program

Training Vouchers

Problem Resolution Support

Extended Lifecycle Hot-fix Support

Microsoft Reliability Services

Both Desktop andServers

•Spread Payments•New Version Rights

•TechNet Online Concierge Chat•Corporate Error

Reporting•WinPE

•eLearning

Desktop Servers

•Home Use Program

• Employee Purchase Program

• Enterprise Source Licensing Program

• Training Vouchers

• Problem Resolution Support

• Extended Lifecycle Hot-fix Support

•TechNet Plus

Desktop OfferingsDesktop Offerings

OfferingsOfferingsEnterprise Enterprise AgreementAgreement

ProductivityProductivity New Version RightsNew Version Rights

Spread PaymentsSpread Payments

Home Use Program (Office)Home Use Program (Office)

Employee Purchase ProgramEmployee Purchase Program

SupportSupport TechNet Online Concierge TechNet Online Concierge ChatChat

Premium ContentPremium Content

ToolsTools WinPEWinPE

Corporate Error ReportingCorporate Error Reporting

Enterprise Source Licensing Enterprise Source Licensing ProgramProgram

TrainingTraining eLearningeLearning

Training VouchersTraining Vouchers

Server Offerings*Server Offerings*

•Availability varies by offering and region.

SA required on both Server and CALs

OfferingsOfferings Enterprise Enterprise AgreementAgreement

ProductivityProductivity New Version RightsNew Version Rights

Spread PaymentsSpread Payments

SupportSupport Problem Resolution SupportProblem Resolution SupportWeb Support for Standard EditionWeb Support for Standard EditionBusiness Hour Telephone and Web Business Hour Telephone and Web Support for Enterprise EditionSupport for Enterprise Edition

TechNet Online Concierge ChatTechNet Online Concierge ChatPremium ContentPremium Content

TechNet PlusTechNet PlusManaged NewsgroupsManaged NewsgroupsTechNet Plus Subscription MediaTechNet Plus Subscription Media

Extended Lifecycle Hot-fix SupportExtended Lifecycle Hot-fix Support

Tools*Tools* WinPEWinPE

Corporate Error ReportingCorporate Error Reporting

TrainingTraining eLearningeLearning

Volume Licensing OverviewVolume Licensing Overview

OEM/RetailOEM/Retail

Open LicenseOpen License

Select License AgreementSelect License Agreement

Enterprise AgreementEnterprise Agreement

OEM/RetailOEM/Retail You cannot move the OEM license to another computerYou cannot move the OEM license to another computer

No network deployment/support (bits are different)No network deployment/support (bits are different) Retail / OEM without SA versions do Retail / OEM without SA versions do notnot include the include the

"Custom Installation Wizard" "Custom Installation Wizard"

You must activate each and every OEM/Retail copy of OfficeYou must activate each and every OEM/Retail copy of Office

In Microsoft Volume Licensing Programs the media is In Microsoft Volume Licensing Programs the media is different and does not require activation. With an OEM or different and does not require activation. With an OEM or Retail license, you can not use Volume Licensing media to Retail license, you can not use Volume Licensing media to re-image Office across your enterprise. re-image Office across your enterprise.

No secondary-use rights or downgrade rightsNo secondary-use rights or downgrade rights

OEM Licenses are not recorded for you. Therefore the OEM Licenses are not recorded for you. Therefore the customer must retain all OEM license documentation customer must retain all OEM license documentation

Open LicenseOpen License

10% discount off retail10% discount off retail

Licensing programs for companies with 5-50 desktopsLicensing programs for companies with 5-50 desktops

eOpeneOpen: Drives simplicity of software asset : Drives simplicity of software asset management. View Microsoft’s records of Open management. View Microsoft’s records of Open License status, licensee data, purchase/return details License status, licensee data, purchase/return details and authorization numbersand authorization numbers

Buy either License Only or L&SA and purchase at Buy either License Only or L&SA and purchase at time of deploymenttime of deployment

Select AgreementSelect Agreement 25-30% discount off retail pricing25-30% discount off retail pricing Three year agreement with MicrosoftThree year agreement with Microsoft

Application Pool- 1500 point requirementApplication Pool- 1500 point requirement System Pool- 1500 point requirementSystem Pool- 1500 point requirement Server Pool- 1500 point requirementServer Pool- 1500 point requirement

Purchase at time of deploymentPurchase at time of deployment

Buy either License Only or L&SABuy either License Only or L&SA

L&SA: spread payments over three yearsL&SA: spread payments over three years

Enterprise AgreementEnterprise Agreement 42% off retail pricing42% off retail pricing

Entry Level: 250 desktopsEntry Level: 250 desktops

Three year agreement and pricing direct from MicrosoftThree year agreement and pricing direct from Microsoft

Includes L&SA for the following:Includes L&SA for the following: Office ProfessionalOffice Professional Windows O/S UpgradeWindows O/S Upgrade Core CAL- (CALs for Exchange, Windows, SMS and SharePoint Core CAL- (CALs for Exchange, Windows, SMS and SharePoint

Portal Servers)Portal Servers)

LowerLower total costtotal cost ofof ownership.ownership. By standardizing on the enterprise platform, your total By standardizing on the enterprise platform, your total cost of ownership is reduced and workplace productivity cost of ownership is reduced and workplace productivity is improvedis improved

Enterprise Agreement cont.Enterprise Agreement cont. Three annual payments-simplified budgetary planningThree annual payments-simplified budgetary planning Lock in prices for three years at singingLock in prices for three years at singing

Includes rights to most current version of all products Includes rights to most current version of all products purchasedpurchased

True-up annuallyTrue-up annually

Add new products at any timeAdd new products at any time

SA benefits (over $150K value)SA benefits (over $150K value)

Simplified license trackingSimplified license tracking

Next StepsNext Steps

QuestionsQuestions

Need more information? Please Need more information? Please contact Nathan or Ross for additional contact Nathan or Ross for additional information.information.

Contact InformationContact Information

Nathan Pheiffer- Field Account ManagerNathan Pheiffer- Field Account Manager(281) 436-1228(281) 436-1228

Nathan.pheiffer@softmart.comNathan.pheiffer@softmart.com

Ross Ramsdell- Inside Account ManagerRoss Ramsdell- Inside Account Manager(610) 518-4117(610) 518-4117

Ross.ramsdell@softmart.comRoss.ramsdell@softmart.com

Vince Allison- Microsoft Specialist and International Alliance ManagerVince Allison- Microsoft Specialist and International Alliance Manager(610) 518-4146(610) 518-4146

Vince.allison@softmart.comVince.allison@softmart.com

Bruny Papp- General Manager of Partner DevelopmentBruny Papp- General Manager of Partner Development(610) 518-4338 (610) 518-4338

Bruny.papp@softmart.comBruny.papp@softmart.com