Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1 Software as a Service (SaaS) Capabilities Training November 2013

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1

Software as a Service (SaaS) Capabilities Training November 2013

Cisco Commerce WorkspaceGain Time Using CiscoCommerce Workspace (CCW)

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved..

Release Update Training November 2013 External Version


Slide 2

Introduction

WebEx Offers

Quote

Order

Search Subscriptions

Agenda




Slide 3

What Is SaaS (Software-as-a-Service)?

Software delivered and managed as a service by Cisco (cloud provider) or a partner(cloud enabler), wherein the customer does not acquire the software as a license to run on its own systems, but instead, accesses the software through the internet (cloud).




Slide 4

A single integrated, scalable, intuitive workspace to engage with Cisco throughout the purchasing process

All deals, quotes, configurations, and orders in one placeSimplified and more intuitive user experience across all four stepsFoundation for services and solution selling

OrderOrderRegisterDeal

• Integrated, flexible workflow for deal registration, configuration, pricing and quoting

• Real time guidance to valid selections reduces errors

• Intelligent validations

• Rich interaction and efficient navigation

• Dramatically improved usability

• Minimized data entry

• Intelligent defaults from user profile

QuoteQuoteConfigureConfigure

• Increased productivity by automatically integrating the quote into the Ordering process

Why Cisco Commerce Workspace?All Steps – One Workspace




Slide 5

What happens if we do nothing?

Source: IDC, 2012

Market Shifts Bring Opportunities

“Tremendous opportunity with the Internet of Everything (IoE)

$14.4 trillion of market share on the table.”

John Chambers

InformationTechnology

Telecommunications




Slide 6

Why Was This Transformation Project Pilot Initiated?

Usage-based pricing models for software will grow 98% in the next two years IDC

Almost every organization in our study intends to migrate software to SaaS—95% expect to invest significantly Gartner

The market is continually driving toward greater flexibility and lower costs

Cisco has moved from the traditional pick, pack & ship model to a Flexible Consumption Model (FCM)




Slide 7

Cloud / XaaS Enablement Initiative Vision

Build the operational capabilities to sell, transact and support utility

consumption business models that put in place the foundation to scale

this new business model in a way that makes it easy to do business

with Cisco.




Slide 8

Cloud / XaaS Enablement Pilot Program Summary Snapshot

• Q1 FY14 Release Foundation enables SaaS transactional capabilities for three U.S. partners:

1. CDW

2. Intercall

3. Nexus

• Limited transactional volumes using SaaS WebEx (WebEx Meetings) offering as the first use case

• Preparing functional groups for scale over three quarters with the first real volume impact expected in Q4FY14, May 2014

• SaaS orders initiated from CCW flow directly into Subscription Billing Platform (SBP) – bypassing Cisco OM / Order Distribution




Slide 9

Introduction

SaaS offers are designed for customers who are looking for the benefits of cloud-based collaboration tool with dynamic pricing and configuration. WebEx products include:• Cisco WebEx Meetings - Provides industry-leading web conferencing with

audio, web, and high-definition video, along with document, application, and desktop sharing.

• Cisco WebEx Messenger - Enables a full unified communications experience including presence, IM, audio, video, desktop sharing, and conferencing.

• Cisco WebEx Enterprise Edition - Delivers a rich collaboration experience for specific lines of business, including team meetings, events, corporate training, and customer support.

SaaS WebEx Offer SKU Name

Named User A-WX-NAMED-USER

Employee Count A-WX-EMP-COUNT

Active User A-WX-ACTIVE-USER

Ports A-WX-PORTS

Cisco Confidential© 2012 Cisco and/or its affiliates. All rights reserved. 10

CCW Quote & Configuration




Slide 11

CCW New landing Page

1

1. From the new CCW landing page, you can create quotes, orders, and manage your Subscriptions. Clicking the home icon will always bring the Partner back to this page.




Slide 12

Add Quote Information

1

2

34

1. Add a name for the Quote.2. Click on the calendar icon to choose a Closing Date.3. Select Deal Category from the drop down menu.4. Select the Buy Method.




Slide 13

Quote Information




Slide 14

Who’s Involved1. Check the box to add Partner Contact Information from User Profile.2. To Select End Customer, click English.3. Click View my Recent End Customers and make a choice from the list, or create a

new End Customer.

1

2

3




Slide 15

Who’s Involved Completed

v

1

2

1. Ensure Install Site Country is correct.2. Click Create a Quote.




Slide 16

Add a WebEx SKU1. On the Quote page, type in the entire WebEx SKU. Remember, these SKUs are hidden so the

typed SKUs must be complete and exact. List of SKUs is included at the end of this training. 2. Click Add. SKU is added to the Quote.3. Click Select Options; you are “punching out” to NextGen Configuration.

1

2

3




Slide 17

Configure – Terms & Payment1. Select the Initial and Auto Renewal Terms.2. Select Prepayment option.3. Click on the calendar icon. Choose the Start Date.

2

3

1

2




Slide 18

Add Conferencing1. Click on Conferencing.2. Select Meeting Type.3. Enter number of users. Press Enter. 4. Click the + to add to the Configuration.

1

2

3

4




Slide 19

Conferencing – Adding Users1. Change number of users. Press Enter. 2. Click Update Qty to change the number of users in the Configuration.

1

2




Slide 20

Add Storage1. 10 GB of Storage is included @ $0.2. Enter number of additional GB of Storage if needed. Per the Warning message, 50 GB is

the minimum for additional storage.

1

2




Slide 21

Add Audio1. Choose Additional Audio Type. 2. VoIP in included.3. Select Billing Type.

1

2

3




Slide 22

Add Audio Option1. Select Audio Options. 2. Remove unwanted options by clicking on the trash can.3. When Configuration is complete, click Done.

1

2

3




Slide 23

Accepting Terms / Completing Configuration1. Read through Terms and Conditions. 2. Click Return to Configuration to modify current Configuration.3. Click Done to accept Terms and Conditions and finalize the Configuration.

1

2 3




Slide 24

Configuration Key call outs • Audio and Storage are optional

• Ensure your Configuration is complete and valid as no changes can be made in Order

• Review and reconfigure saved Configurations




Slide 25

Quote1. Configuration is Valid. 2. Click Save and Continue to save and to move to Discounting.3. Click Save to save and stay on the current page.

1

23




Slide 26

Discounting1. Review discounting. 2. Click Save and Continue to save and to move to the Review and Submit Tab.

1

2




Slide 27

Review and Submit Quote1. Ensure that all tabs have green checks. Red errors must be rectified before submitting. 2. Scroll down to add CAM. Select CAM.3. Click Submit Quote for Approval.

1

2

3




Slide 28

Confirmation of Quote Approval




Slide 29

Quote Key call outs • Deal Registration with OIP is available for SaaS

• RNSD is not available

• WebEx SKUs are hidden so the typed SKUs must be complete and exact

SaaS WebEx Offer SKU Name

Named User A-WX-NAMED-USER

Employee Count A-WX-EMP-COUNT

Active User A-WX-ACTIVE-USER

Ports A-WX-PORTS


CCW Order




Slide 31

Create Order from QuoteSearch for approved Quote. Click on Quote.1. Click Create a new Order from this Quote.

1




Slide 32

Select Items to Order1. Review information, and click Select Items to Order.

1




Slide 33

Select Items

1

1. Select Items to Order.2. Click Continue.

2




Slide 34

Order Items Tab1. Click Save and Continue to save and to move to Discounting.2. Click Save to save and stay on the current page.

2 1




Slide 35

Discounting Tab1. Add Purchase Order Number.2. Review Discounting.

1

2




Slide 36

View Discounts1. Click View by. Select Discount Details2. Review Discounting.

1

2




Slide 37

Discounting Tab1. Click Continue when finished reviewing Discounting.

1




Slide 38

Add Billing Information1. Add Taxability. Choose the appropriate category.2. Add Partner Primary Contacts. Click on the pencil icon and choose from the pop-up menu.3. Add Service to Contacts. Click on the pencil icon and choose from the pop-up menu.4. Click Save and Continue to save and to move to Provisioning.

1

2

3

4




Slide 39

Add Provisioning - Region1. Click on Region Information. 2. Select Country Code.3. Select Time Zone.4. Click Save.

1

2 3

4




Slide 40

Add Provisioning - Language1. Click on Language Information. 2. Select Primary Language.3. Add additional languages as needed.4. Click Save.

1

2

3

4




Slide 41

Add Provisioning - Site1. Click on Site Information. 2. Type in the Site URL. See example above entry box.3. Click Save.

12

3




Slide 42

Add Provisioning - Admin1. Click on Admin Information. 2. Type in the Admin Email. 3. Type in the Admin First Name.4. Type in the Admin Last Name.5. Type in the Admin Phone Number.6. Click Save.

1

2 3

4 5

6




Slide 43

Add Provisioning - Org1. Click on Org Information. 2. Type in the Organization Name.3. Click Save and Continue to move to the Review and Submit Tab.

testco77

1

2

3




Slide 44

Order Review and Submit1. Ensure that all Icons are clear. Red errors must be rectified before submitting. 2. Complete contact information. This is optional.3. Click Submit Order.

1

2

3




Slide 45

Submission Confirmation1. Review Order submission information. 2. Click View Submitted Order to see Order details.

1

2




Slide 46

Order Key call outs • “Standalone” ordering for SaaS is not available in CCW.

• Order must have only 1 SaaS Offer. No other products may be added to a SaaS Order.

• Contact your Cisco AM and PDM:For multi-element orders

For non-standard products / pricing

• Partner Primary Billing Contacts must be unique.

• The Provisioning, Domain, Site, and Admin email must be in same domain.

• Partner must submit a Site Configuration for each TSP Audio Order.

• English must always be added as either a primary or secondary language.

• Order may be cancelled prior to provisioning.

• Order Billing Contact and Provisioning Email Contact will receive notification when the site is provisioned. Partner must contact End Customer to enable access for branding.


Managing Orders in CCW




Slide 48

Check on Order Status1. Click on Orders. 2. Click on Recent.3. Review the Orders and Order Status on this page.Select an Order.

1

2

3




Slide 49

Review StatusItem Tab shows the status of the Order. 1. Validation in Progress – At this stage an Order can be cancelled in CCW.2. Accepted – An Order can no longer be cancelled in CCW. See PSM.3. Fulfilled – Order is complete and software is provisioned.

1

2 3




Slide 50

Cancel an Order1. Click on Orders. 2. Click on Recent.Select an Order.

1

2




Slide 51

Check Status 1. Ensure Order is in the Validation in Progress Stage. 2. Click on Change Order | Cancel Entire Order.

1

2




Slide 52

Order Cancellation Verification1. Click Cancel Entire Order. 2. Select Reason for cancellation.3. Click on Submit Request.

1

2

3




Slide 53

Cancellation Submission




Slide 54

From the new CCW landing page, you can manage your subscriptions covered in Module 2 Training.

Subscription Management1

1


Invoicing




Slide 56

Search for Invoice in CCW1. Click on Orders on the Home Page.2. Click on Invoices.3. Click on the Invoice Number.

1

2

3




Slide 57

View Invoice from CCW1. Click on Invoices.

1




Slide 58

Export Invoice1. Click on Export PDF. From this screen you can also print and email the PDF.

1




Slide 59

Choose Export Format1. Click on All Lines to get the full Invoice.2. Click Export the PDF.3. Click Open with Adobe Reader.4. Click OK.

1

23

4




Slide 60

Sample Invoice Exported from CCW




Slide 61

Invoice DisputeClick on the Invoice number in CCW. 1. Click on Add Dispute. Complete the required* information.

1

Cisco Confidential© 2012 Cisco and/or its affiliates. All rights reserved.© 2012 Cisco and/or its affiliates. All rights reserved.

SaaS Invoice** Capabilities by Release Invoices Q2 Q3 Delivery

1, 2 Hardcopy invoice with link for Usage Details

PDF Invoice with a link to the SFTP folder containing the usage files

PDF Invoice with a link to the SFTP folder containing the usage files

Mailed

1 PDF Consolidated File Invoice with link for Usage Details

PDF invoice is file with multiple invoices for the same Partner with a link to the SFTP folder containing the usage files.

PDF invoice is file with multiple invoices for the same Partner with a link to the SFTP folder containing the usage files.

Email

3, 4 XML Invoice with Usage DetailsN/A

XML Invoice with Usage Details

SFTP Folder

3 Excel Invoice with Usage DetailsN/A

Excel Invoice with Usage Details

SFTP Folder

SaaS Pilot Partner Readiness Checklist

1 Provide email used to receive invoice notifications

2 Advise if ‘snail’ mail is required

3 Work to set up SFTP sites for invoicing

4 Work to set up XML for invoicing ** Invoice includes Credit Memo and / or Invoice.


Hardcopy / PDF Invoice




Slide 64

ATTN: ACCOUNTS PAYABLENUMBER ONE COMPANYPO BOX 1111HAPPYVILLE, MI 44444

NUMBER ONE COMPANYPO BOX 1111HAPPYVILLE, MI 44444

35261524 35261524

35261524 35261524




Slide 65

Q3 SFTP LINK to Excel file with usage details


CCW PDF Invoice SFTP Folder




Slide 67

CCW PDF Invoice Q2 only – Q3 Excel file with Usage Details

ATTN: ACCOUNTS PAYABLENUMBER ONE COMPANYPO BOX 1111HAPPYVILLE, MI 44444

NUMBER ONE COMPANYPO BOX 1111HAPPYVILLE, MI 44444

35261524 35261524

35261524 35261524




Slide 68




Slide 69

Support

Support Provider SupportPSM

CDW - Brandon Klein - [email protected]

Intercall -Nancy McMullen - [email protected]

Nexus - Geoff Stoddart - [email protected]

• Partner Subscription and Lifecycle management support (iPortal / SBP)

• Cancellation of an order post-provisioning• Modification of non-billable parameters prior to “pending provision”

status• Changing auto-renewal term to zero (stop auto-renewal)• Mid-term termination

[email protected]

• CCW Support • Add an address • Update an existing address• Error Messaging in CCW

[email protected] or

408.916.9454

• Invoice dispute

mailto:[email protected]





Thank You




Slide 71

Appendix• For more program information, visit the SaaS website:

http://www.cisco.com/web/partners/partner_with_cisco/channel_partner_program/resale/atp/saas.html



Documents

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1 Software as a Service (SaaS) Capabilities Training November 2013