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Software Assurance Planning Services
Partner Training
Module 1: Planning Services Overview, Eligibility and Enrollment July, 2014
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The purpose of this partner training
The purpose of this 2-part partner training series is to provide Microsoft partners who are enrolled in the Software Assurance Planning Services program, or who are considering enrolling, with important program value and execution guidance, as well as clarify the voucher life cycle and the various process steps associated with Microsoft customer’s use of their Software Assurance Planning Services benefits.
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Training Agenda for Module 1 Overview: Software Assurance Planning Services
The value for customers The opportunity for Partners
What is a Planning Services engagement? The Planning Services offerings Partner eligibility requirements How to enroll in Planning Services How customers find a Planning Services provider Review & resources
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On-site planning support by qualified Planning Services partners
Guides customers through business value and pre-deployment planning stages
Share best practices, answer key questions
Create comprehensive plans
Help customers plan & prepare
Software Assurance Planning ServicesValue for Customers
In-depth technology discussions, product demos
Virtual lab sessions, Proof of Concept (PoC), and Online Pilots
Customized deployment plans
Mitigates ambiguity and concerns with on-site expertise
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Software Assurance Planning ServicesOpportunity for partners
Increase revenue with new and existing customers
Build a new practice
Deepen your engagement with current customers
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What is a Planning Services engagement?
Content built on years of best practices learned by Microsoft and its partners
Service levels are 1, 3, 5, 10, or 15 days in duration, resulting in “A Plan”
Helps customers augment and reinforce their own IT staff’s planning efforts
Exclusive to Software Assurance, benefit determined by customers’ total qualifying licenses
Structured planning engagements that enable efficient deployments, upgrades or migrations for applications, system and server products, and cloud services
Planning Services OfferingsOffering Description
Desktop (DDPS)Evaluate and create a deployment plan for Microsoft Office, Office 365, or Windows, or perform an Office 365 FastTrack planning engagement
SharePoint (SDPS)Develop an effective deployment, upgrade or migration plan for Microsoft SharePoint, or conduct an Office 365 FastTrack planning engagement
Lync and Exchange (L&EDPS)Evaluate and plan a Microsoft Exchange Server, Microsoft Lync Implementation, or deliver an Office 365 FastTrack planning engagement
Public Cloud, Microsoft Azure (AZDPS)
Offer hands-on training and guidance on migrating applications and data to Microsoft Azure
Private Cloud, Managementand Virtualization (PVDPS)
Provide fundamental analysis, business case, process, and technical procedures needed to optimize your datacenter; designed for Windows Server, Systems Center and Hyper-V
SQL Server (SSDPS)Provide in-depth assessment and planning for deploying or migrating content to SQL Server, SQL Server upgrade or SQL Server BI solution
Developer Tools (DTDPS)Provide rigorous analyses and a process-focused approach to develop deployment plans for Visual Studio Team Foundation Server or Visual Studio Test Tools
Planning Services OfferingsPlanning Services days apply toward increasing server or seat counts of the products featured within the given Planning Services offering, and focus on the latest version of those products.
Planning Services Engagement Lengths
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Engagement duration of 1, 3, 5, 10 or 15 days
Mix or match options
Software Assurance Customer Quick Start Guide
Eligibility requirements for Planning Services partnersOnly
qualified partners
deliver PS engagemen
ts
Certification criteria
varies by PS offering
Read the Partner Eligibility RequirementsVisit the SA Planning Services Partner Portal for
program details
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Eligibility requirements for Planning Services partners
Each offering has it’s own organizational delivery requirements
Consultant requirements are based on specified exams and vary by PS offering
Each certified delivery consultant must associate their Microsoft Account (WLID) and link their Microsoft Certified Professional (MCP) credentials to the partner company’s MPN Location ID in order to access the VVR tool in order to reserve and redeem the customer’s voucher
Partner Eligibility Requirements
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How eligible partners enroll in Planning Services5 easy steps
A Global Admin must navigate
here
Sign in with your Microsoft Account which has Global Admin rights in
MPN
Click “Enroll” next to the PS offerings for
which you are eligible
Review and Accept the terms and conditions
Opt-In to the
eligible program(s
)
When Organization enrolls, all Locations
are enrolled.
Only associated individuals with a “Program Contact Role” in MPN can access VVR tool
Membership in Planning Services must be renewed
annually after Competency
renewal
Review the “Partner Quick Guide” (Slide #4)
for details on MPN Membership
restrictions and renewal.
Visit the MPN Competency Roadmap
for details on competency changes.
Start Here: SA Planning Services Program Page on MPN
1 2 3 4 5
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Enrollment Steps 1-2: Select A Program
Select a PS offering and click “ENROLL”
Go to: SA Planning Services Program Page on MPN
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Enrollment Step 3: Sign in to MPN
Click “Sign In” to log in with your Microsoft Account
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Enrollment Step 4: Accept T&C’s
Click “View” to Review & Accept the Terms & Conditions
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Enrollment Step 5: Opt-In
Opt-in to your program by clicking “Enroll”
You may Opt-in to other programs for which you are eligible
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How Customers find Planning Services partnersPS Provider Directory
Customer Search Navigate To: register.microsoftdps.com
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Module 1 - In ReviewPlanning Services overviewOn-site planning support by qualified Planning Services partnersGuides customers through business value and pre-deployment planning stagesOffers business development opportunities to partners, deepening their engagement with customersUses structured engagements of defined lengths, with content built on years of best practicesExclusively available to Software Assurance customers based on eligibility Results in a comprehensive, customized plan for a deployment, upgrade or migration
Only qualified partners may enroll and deliver Planning Services engagementsCriteria for participation is defined both for the organization and the consultantEligibility requirements vary for each Planning Services offeringPartners enroll in a Planning Services offering onlineCustomers find Planning Services partners in the PS Provider Directory
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ResourcesTraining/Guidance, Tools and Sites Description
SA Planning Services Partner Portal PS programs portal including information on the value of the benefit, “how-to” resources for selling and delivering by PS type, required deliverables, process templates and resources.
Required Deliverables by PS Type Access the Required Deliverable templates by PS type, and the link to the Completion Report.
Planning Services Completion Report Link to InfoPath Form; one of the 2 required deliverables.
Planning Services: Voucher Life Cycle Videos
Short 5-part series of videos demonstrating the end-to-end voucher life cycle steps including Creating, Reserving and Redeeming PS vouchers, and creating a payment request.
Frequently Asked Questions List of the top Frequently Asked Questions about the Software Assurance Planning Services
Partner Eligibility Requirements Complete list of the certifications, by each PS type, that must be obtained by a partner organization and its consultants in order to become approved as a provider.
SA Planning Services Customer Web Site
Customer-facing site on //microsoft.com where customers can learn about their SA benefits including Planning Services.
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ResourcesTraining/Guidance, Tools and Sites Description
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.
Voucher Validation & Redemption (VVR) Tool
Partner-facing internal tool used by Planning Services’ partners to reserve and redeem vouchers.
Software Assurance Voucher Benefit Tool (SAVB)
Partner-facing internal tool used by Planning Services partners to create a Payment Request for vouchers they have redeemed in VVR, and get paid.
SA Planning Services Online Enrollment on MPN
MPN site where qualified partners can enroll online in the Planning Services for which their organization is eligible.
Planning Services Providers Directory List of all active Planning Services partners by service type and country.
VSLC Support or [email protected] Website or email alias for customers to get help with questions about their benefits.
Contact Us Contact the help aliases for each of the Planning Services.
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Thank you
