Http://channelincentives.microsoft.com Transparency Simplicity Engagement 1 | Channel Incentives Platform Filling and Submitting the Planning Services.

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 1

 | Channel Incentives Platform Filling and Submitting the Planning Services Completion Report

[email protected]

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 2

 | Channel Incentives Platform

Session Abstract

The DDPS Jumpstart PoC Service Desk is excited to present this

webinar around the new Planning Services Completion Report for

Jumpstart PoC engagements.

This live webinar will cover the new changes and requirements that

have been made both in order to redeem the vouchers and get paid

after the engagement has taken place. It will also address how to

upload the deliverables and Planning Services Completion Report into

the VVR tool.

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 3

 | Channel Incentives Platform

Agenda

Opening the Planning Services Completion Report (available on all Program websites) and workarounds for Problems Opening the Planning Services Completion Report

Filling out the Planning Services Completion Report

Required vs. Optional Deliverables

Submitting the Planning Services Completion Report

Uploading Planning Services Completion Report to VVR Tool

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 4

 | Channel Incentives Platform

Workarounds - Problems Opening the Planning Services Completion Report -

When completing the Planning Services Completion Report you shouldn’t download it first.

Every time you need to submit a new one, you need to access https://

msftxdps.com/SitePages/template.aspx and then Open the file (don’t save it). Fill out the

form and after you attach your customer deliverable, click submit. Then, save the

document as an xml file to your computer so that you can upload it to VVR when

redeeming the voucher.

If you are already doing this, as a workaround to this problem, can you try this:

1. Start Planning Services Completion Report

2. Type File/Open, and paste in this URL: Planning Services Completion Report Workaround

3. Click OK

4. Login into Live ID when prompted.

5. If prompted enter your Live ID credentials again

6. The form should open

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 5

 | Channel Incentives Platform

Step 1: Open the Planning Services Completion Report

The Planning Services Completion Report is required to be completed and uploaded

for all Planning Service vouchers redeemed in VVR regardless of the Program Type (BVPS,

DDPS, EDPS, or SDPS) or Service Level (1, 3, 5, 10 days). This deliverable allows Microsoft

to monitor the quality of engagements and gather valuable insights for future program

enhancements.

Open the Planning Services Completion Report (available on all Program websites)

1. Type of Engagement

2. Was engagement a POC

3. Was engagement funded

4. Organization name

5. Partner Type

6. Consultant name

7. Consultant MCP ID

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 6

 | Channel Incentives Platform

Part 2 - Filling Out the Planning Services Completion Report

1. Customer Organization name

2. Primary contact e-mail

3. Primary contact phone #

4. Primary department

5. How was engagement initiated

6. Start date

7. End Date

8. Will customer move forward with recommendations

9. When will customer move forward

10. Did customer hire you for improvements

11. Customer satisfaction level

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 7

 | Channel Incentives Platform

Part 3 - Filling Out the Planning Services Completion Report

1. Engagement duration

2. Total number of desktops

3. What is the current OS version

4. What is current Office version

5. What is current browser version

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 8

 | Channel Incentives Platform

Part 4 – Filling Out the Planning Services Completion Report

1. Location of PoC delivery

2. What computing environment was deployed

3. What office suite was deployed

4. What modules of MDOP were used

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 9

 | Channel Incentives Platform

Part 5 – Filling Out the Planning Services Completion Report

1. Identify apps that would prevent deployment

2. Any docs. or add-ins that would prevent deployment

3. Proposed next step

4. Plans to deploy within next year

5. Windows 7 timeline

6. Office 2010 timeline

7. MDOP timeline

8. IE8 timeline

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 10

 | Channel Incentives Platform

Part 6 – Filling Out the Planning Services Completion Report

1. Customer satisfaction rank

2. Would customer do case study

3. Was supporting content sufficient for engagement

4. Was hydration kit sufficient for POC

5. Suggested improvements

6. Attach deliverables

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 11

 | Channel Incentives Platform

Required vs. Optional Deliverables

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 12

 | Channel Incentives Platform

Step 2: Submit Planning Services Completion Report

Partners must submit required deliverables for the engagement using the

Planning Services Completion Report.

*Required deliverables are defined as the output or result of the deployment engagement

with the customer (detailed in the Terms and Conditions for your service type). Partners

will be required to use a Live ID to open the form.

Important Note: After successful submission, the Planning Services Completion

Report will need to be saved locally to be uploaded in the next step.

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 13

 | Channel Incentives Platform

Step 3: Upload Planning Services Completion Report to VVR Tool

Partners must upload the saved Planning Services Completion Report into the VVR Tool.

 The required customer deliverable(s) for the engagement must be attached within the

Planning Services Completion Report (see Part 6)

*Microsoft will review these deliverables for proof of a unique engagement per customer

and for adherence to the Terms and Conditions. Failure to provide unique deliverables will

impact the partner's future participation in the program.

The partner redeems the voucher at the end of the engagement by submitting the

required deliverables through the VVR Tool, notifying Microsoft that the services

associated with that voucher have been delivered to the customer.

 http://channelincentives.microsoft.comTransparency Simplicity Engagement 14

 | Channel Incentives Platform

List of Resources

List of Resources :

• Jumpstart POC - http://

iwsolve.partners.extranet.microsoft.com/ddps/readiness_training.asp

• Link for creating, assigning, and redeeming DDPS vouchers - http://

iwsolve.partners.extranet.microsoft.com/ddps/conducting_engagements.asp

• Microsoft Connect - http://connect.microsoft.com/pocjumpstart

• Contact [email protected] for further questions in regard of DDPS funded POC