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PoliciesSoftware Assurance Planning Services
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Agenda
Engagement Policies Scope Policies Voucher Policies Resources
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Engagement Policies
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Qualified Onsite Interactive
Delivery
• Competency-holding Partners
• Registered and approved
• Maintain competency status
• Certified delivery consultants
• Designed and advertised as onsite engagement
• Up to 3 days of off-site delivery for distributed customer resources
• Interactive consultative sessions
• Unique prescriptive Customer deliverable
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Engagement Length
Engagements can be 1, 3, 5, 10 or
15 days
Actual length varies by engagement
Engagements may not exceed 15 days
Vouchers should be reserved in VVR prior to the engagement start date
See guidance outlined across each program offering, and online FAQ for more information
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Planning Focused
Engagement must directly correspond to products and engagements featured in each Planning Services offering
Engagements may include a limited amount of time for secondary products or topics when directly reinforcing the creation or presentation of a program advertised deliverable
Planning Services days can be used across multiple offerings only in cases where each voucher represents a complete, self-contained planning services engagement and deliverable
Delivery Framework Focus Proper Use Improper Use
Product • AZDPS: Microsoft Azure• DDPS: Office; Office 365 ProPlus;
Windows• DTDPS: Visual Studio, Team
Foundation Server• L&EDPS: Lync; Lync Online;
Exchange; Exchange Online • PVDPS: Windows Server; select
System Center Component Combinations, Hyper-V
• SDPS: SharePoint; SharePoint Online• SSDPS: SQL Server
• Planning Services for targeted products • Directly proposes an increase of servers or seats• Promotes deployment of latest product versions• May include up to 4 hrs. of supplemental walk-on
topics (examples: environmental, utilization, and adoption considerations)
• Engagement not focusing on Planning Services targeted products, or outcomes. For example:
• System Center Configuration Manager Deployment
• Lync Network Performance Assessments• Building solutions using SharePoint after
deployment• Office 365 Hybrid Integration Planning
• Product capability demo or PoC as primary focus • Existing Windows server features (AD/Direct Access,
etc.) with no WS2012 installation or upgrade plan
Outcome • Deployment Plan• Upgrade Plan• Migration Plan• Vision and Scope• Office 365 Planning Tool Output
• Services Pre-Sales• Engagement resulting in a plan to deploy,
upgrade or migrate to the latest version of a Planning Services featured product
• Single Planning Services deliverable accompanied with or without a supporting PoC
• Office 365 FastTrack
• Product Pre-sales • Strategic Utilization Planning• On-Premises Production Pilots• Staff Augmentation• Program Management Staff Augmentation• Production Deployments / Implementation Services• Remediation / Optimization Services
Proof of
Concept /
Online
Pilot
Optional supplement delivered to confirm, facilitate, or reinforce creation of a plan or Vision & Scope summary as the primary deliverable
Delivered as a means of proving or reinforcing a primary outcome (a next-steps proposal or plan to deploy, upgrade or migrate).
• Standalone demo without a plan or proposal to deploy, upgrade or migrate to the latest version of a Planning Services advertised product
• On-Premises Production Pilot
AnswersHow to deploy Logistical Pre-Deployment Phase Planning • Why deploy
• Pre-Sales or Strategic Utilization Planning• How to adopt
FundingSoftware Assurance Planning Services Vouchers
1-to-15-day vouchers based upon customer eligibility, size and qualifying license count
• Extended duration projects exceeding 15-days• General, unfocused consulting services • Performing Out of Scope activities as defined in
Planning Services delivery guidance
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Engagement Outcomes Each engagement has two required deliverables
• Planning Services deliverable presented to the Customer and Microsoft• Planning Services Completion Report or FastTrack Completion Confirmation presented to
Microsoft
Examples of Customer Planning Deliverable include:• Findings & Recommendations• Vision & Scope• Solution Brief• Custom Plan• FastTrack Planning Completion Confirmation
May include supplemental deliverables such as a lab or custom slides
Must align with products and services represented under each program (e.g. no Exchange deliveries under DDPS, no Production Pilots, etc..)
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Scope Policies
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The primary purpose of a Planning Service engagement is to help customers create a deployment, upgrade, or migration plan for a given product
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All Planning Services deliveries must meet the following criteria:• A Planning Services deliverable must be furnished
to the customer
• Planning Services days may only be applied toward the creation of the Required Deliverables and optional elective activities directly associated with creation/presentation of deliverables
• Deliverables MUST reflect number of days charged to Microsoft (e.g. no 1-day deliverable for 15 days of planning effort)
For more details please refer to the FAQ
Engagement High Level Scope
Scope
Plan Deliverable
Limited to products listed on left
Limited outcome (Deploy/Upgrade/Migrate)
Est. 1-3 Days (5 for larger planning sessions)
Invoice w/ Completion Report (est. 15 min)
Elective Activities
PoCs available at the 5, 10 and 15 day service levels if work directly complements creation & presentation of plan
L&EDPSO365Exchange Online ProtectionExchange Dataloss PreventionExchange ServerLync Server
DDPSO365OfficeWindows
SDPSO365SharePointYammer
Prescriptive, engagements with service levels of 1, 3, 5, 10, or 15 days
Plan Deliverable
Limited to products listed on the right
Limited outcome (Deploy/Upgrade/Migrate)
3-15 days, depending on engagement
Invoice w/ Completion Report (est. 15 min)
Elective Activities
PoCs & Pilots are available when plan creation is primary focus with LOB training support through DTDPS & AZDPS
AZDPSMicrosoft Azure
DTDPSVisual StudioTeam Foundation Server
SSDPSSQL Server SQL Server PDWDynamics CRM
PVDPSWindows Server System CenterEnterprise Mobility Suite
Scope (cont…)
Deployment
Implementation
Configuration
Optimization
Stabilization
Remediation
Support
General Training
Production Modifications
Recovery
UAT Testing
Compliance
Detailed Architectural Design
Image CreationDisaster Recovery
Staff Augmentation
Program Documentation
Development
Utilization
Other Out of Scope Activities
Primary Customer Deliverable based on the DDPS Engagement Findings and Recommendations or Windows Accelerate vision templates
DDPS & Windows Accelerate
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Core engagements funded by DDPS
• FastTrack: Office 365• DDPS: Win 8.1 Planning• DDPS: Win 7 Planning• WA: Win 8.1 PoC • WA: Win Mobility PoC• WA: Win 7 PoC
Optional add-on to core delivery
• IE Migration PoC
Not supported:• IE Migration PoC delivered as a stand-alone engagement
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Voucher Policies
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Vouchers may only be applied toward the creation of a plan that directly influences an increase of deployed server or seat counts for the products featured within each Planning Services offering
Distributed OrganizationsVouchers from parent-level organizations can be used at subsidiaries, divisions, or organizations (and vice versa) provided each is legally connectedPermission must first be obtained for each customer by the customer’s internal SA Benefit Administrator
To request permission send mail to the corresponding program help alias
Combining multiple, not legally-connected vouchers is prohibited
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Advertised DurationsMaximum advertised duration
Engagement durations should not exceed advertised maximums.
Example: Office 365 Planning is limited to 3 and 10-day service levels.http://planningservices.partners.extranet.microsoft.com/en/Pages/requireddeliverables.aspx
Multiple engagements
May be performed for each customer, but only in cases where a different customer division or implementation is being planned for. Separate deliverables must be produced for each voucher used in cases where combined totals exceed advertised maximums.
Shorterdurations
Shorter than advertised service levels may be performed by combining two or more vouchers, however deliverables produced must reflect the outcomes of the original engagement.
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Consultant Time• One consultant per
engagement
• OK to use your own team and resources
• Subcontractors must comply with all guidelines and policies
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Voucher Expiration
Vouchers must be reserved, delivered, and redeemed in VVR prior to the stated expiration date found on the voucher in VVR
Vouchers in the Assigned status have a lifespan of 180 days from the voucher creation date, regardless of the expiration date of the customers enrollment
If the enrollment is still active when a voucher expires, the days will return to the enrollment’s available pool of days
If the enrollment has expired when the voucher expires, the days are lost and cannot be restored or applied towards a new enrollment
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Resources
Resources
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Training/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.
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.
Frequently Asked Questions List of the top Frequently Asked Questions about the Software Assurance Planning Services
Contact Us Contact the help aliases for each of the Planning Services.
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Thank you