Microsoft | EMEA Channel Partner Conference 2014 Lets Break New Ground Together

Microsoft | EMEA Channel Partner Conference 2014


Let’s Break New Ground Together.

Credit Partnering for Future Business Success Together

George Wijntjes


Agenda

• General Economic growth outlook 2014-2015• Supporting data (CDS)• IMF view • Lets have the discussions early• Key Credit Services activities• Where do you go for help


Economic growth forecast 2014-2015

Economic growth forecast overview

Years/Areas 2012 20132014 last year

2014 Now

2015

Germany 0.90 0.60 1.40 1.60 1.40UK -0.20 1.00 1.90 2.40 2.20France 0.20 0.30 0.90 0.90 1.50Italy -2.10 -1.00 0.50 0.60 1.10Spain -1.40 -1.50 0.80 0.60 0.80CEE 1.80 2.40 3.10 2.80 3.10Russia 3.60 3.70 3.80 2.00 2.50MEA and Northern Africa 5.20 3.40 3.80 3.30 4.80South Africa 2.30 2.80 4.10 2.80 3.30Sub Saharan Africa 4.80 5.80 5.70 6.10 5.80

Global 3.20 3.50 4.10 3.70 3.90Euro Area -0.40 -0.20 1.00 1.00 1.40Emerging/Developing markets 4.90 4.70 5.10 5.10 5.40USA 2.30 1.90 3.00 2.80 3.00China 7.70 7.70 7.50 7.50 7.30Latam (ex brazil) 3.00 2.60 3.10 3.00 3.30

in %

*IMF source Jan 2014


5 year CDS (Credit Default Swaps)

*These are basis points and 1 basis point = 0.01% so on February 2014 the cost for Hungary for a 5 year CDS is 2.65 % vs 2.92 on Feb 2013. The cost for Greece has dropped from 41.43 % to 5.2% showing that the risk has continued to decrease significantly. By the end of 2007, the outstanding CDS amount was $62.2 trillion, falling to $26.3 trillion by mid-year 2010 and reportedly $24.3 trillion in June 2013 (BIS.org)

5y CDS 2/14/2013 2/13/2014 % change

Hungary 292 265 -9.25%Croatia 280 338 20.71%Romania 205 180 -12.20%Bulgaria 105 122 16.19%Ukraine 582 1197 105.67%Greece 4143 520 -87.45%S.Africa 168 228 35.71%Egypt 555 475 -14.41%Pakistan 764 777 1.70%Spain 258 139 -46.12%Italy 239 166 -30.54%Kazakhstan 148 190 28.38%


Bigger picture 2014


Let’s have the conversation(s) early !!

•Engagement•New sales programs/models • New revenue streams means potential new challenges

•Challenges & Opportunities•Unexpected events•Unexpected opportunities•Market Dynamics


Key Credit Services activities and expectations

What do we do What can you expect What we require from you Potential Outcome Potential Outcome Positive Negative

Credit lines

An annual review of your credit worthiness

The complete set of annual audited financial statements

Credit line No Credit/on hold/reduced creditAn annual follow-up on securities

renewal Renewal of, or New Securities

Exceptional negotiations

Ad hoc credit requests: special tenders & complex deals

Timely review of requirements and decision making

Credit line estimation, proposed payment shedules Extra credit or extra terms Rejection of the

request

Crisis management

Cash flow challenges Review of financial situation, potential payment plans Up to date financials Payment plan with

prepayment arrangement On Hold

Massive Currency fluctuations Continuous review with the Subsidiary on Impact and potential mitigations

Work with the sub on your cases

Special country related programs

Only mitigation for specific deals

Input to other programs

Rebates A fair evaluation of compliance achieved Payment compliance

WWCS doesn't issue or process orders/invoices


• CEE /MEA • Dympna Grady CEE/MEA• George Wijntjes (Russia, Multi country + Global ) • John Gargan (cluster 2)• Jachindra Mohanty (MEA)• Mohamed Fouad (MEA)

• UK • Paddy O'Donoghue

• Spain/Portugal/Italy/Benelux• Jesus Del Pozo Moran

• France• Renaud Sandoz

• Alps/Nordics/Ireland• Leea Hagelin

• Germany • Gilda Dumontier

• Regional Director• Kostas Bikos

Where do you go for help


Provide your feedback on the sessions through the Conference App and be eligible to win one of five Nokia Windows Phone

8

Visit the Conference App now at partnerconferenceapp.com

.

ALL Partners who provide feedback through the Conference App will receive a one year subscription to Office 365 Home Premium

Let’s Break New Ground Together.


© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentations. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT CONFIDENTIAL – FOR PARTNER USE ONLY. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank you.

Documents

Microsoft | EMEA Channel Partner Conference 2014 Lets Break New Ground Together