Reference guide for Cloud and Smarter Infrastructure - January 28, 2014 Guided Selling Tool Reference guide for Cloud and Smarter Infrastructure - Maximo Asset Management (SaaS) Dave Delia

The Guided Selling Tool (GST) is: A rules-based product centric configuration interface that guides sellers through the offering details to create a valid configuration for a quote. Runs within SQO (IBM's Software Quote Order system) and is used in place of the basic SQO configurator (a part number / list based input.) Leverages IBM Sterling Configure, Price, Quote (CPQ) software. Provides a User-friendly interface, logical tabbed layout Includes on-screen product information and guidance Automatically selects mandatory parts Prevents invalid configurations Handles pre-req/co-req and threshold conditions Delivers faster quote processing by eliminating error prone manual steps Lays foundation for reducing Level 0 review over time

Within SQO, Navigate to Parts and Pricing > Browse Software as a Service > Tivoli Software> Tivoli > Maximo Asset Management (SaaS)

When selecting “Configure this service” a decision block is presented When selecting “Configure this service” a decision block is presented. Select “Yes” to enter the Guided Selling Tool configurator.

Guided Selling Tool model initial screen Product selection tab Term, Billing Frequency and Ramp up tab Navigation buttons (with hover over text) Hover over help text icons

Warning message of the details of the minimum sliding scale for users, and if below the minimum, additional justification is to be provided

Input of a quantity at or above the minimum combination will remove the warning messages

The question pull down of the Non-Production Instance (no charge) is required to be answered. The Additional Non-Production Instance and Non-Production Capacity Add-on is not selectable until the pull down question is answered.

Hover over help text - this is in the process of being updated to Maximo Asset Management specific detail

Hover over help text - this is in the process of being updated to Maximo Asset Management specific detail

Hover over help text Default term of 12 months Default Billing Frequency of Monthly

If the question on the no-charge Non-Production Instance is not answered, and the configuration is attempted to be added to the quote, a fatal error message is displayed

Term selection pull down, default to 12 Term selection pull down, default to 12. “Other” allows terms between 12 months and 60 months.

Example of how Ramp up is configured.

The Summary page shows the p/ns and quantities The Summary page shows the p/ns and quantities. It also shows how the Ramp up was configured.

The Guided Selling Tool also works with updating an existing Customer Agreement. Find the specific SaaS customer agreement and select “Update configuration”. The same decision block to launch into the Guided Selling Tool is presented to the user. The quantity values and part number translation specifics of the existing Agreement will be pre-populated into the Guided Selling Tool to be used as the foundation for adjusting the configuration for the upgraded content.

There are two links to get to Partner Guided Selling – one on the left side and one on the right side.

Select “Create a new sales quote” navigation and GST launch are the same as SQO

Using the same navigation path to the SmartCloud Control Desk product, selecting “configure this service” within Partner Guided Selling, launches directly into the Guided Selling Tool. Note: The SLA is in the process of being masked in the ISC part detail, such that it will not show in the model within PGS.

Reference Login to Distributed Software Online, Navigating to Software, Quote and Order (SQO), Navigating to the Parts and Products tab to get to Browse Software as a Service selections

Getting to the Guided Selling Tool - Login to DSW Online

Navigate to SQO

Creating a new sales quote

Select Passport Advantage as the quote type, and select a country