Microsoft 365 powered device offers Execution Guidance 8/6/2018 2:39 AM Microsoft 365 powered device offers Execution Guidance Slide objective: Give an overview of FastTrack   Our mission as a company—to help every individual and business on the planet achieve more—is not only about the products we create, but how we enable customers to get the most value out of those products. We’ve designed FastTrack – our customer success service – to help businesses realize business value faster with the Microsoft Cloud. FastTrack can help you: Migrate email, content, and light up Microsoft 365 services – including assessment and remediation guidance to help prep your infrastructure for the cloud Deploy and securely manage devices including Microsoft 365 powered devices Enable your business and gain end-user adoption FastTrack is an ongoing and repeatable benefit – available as part of your subscription – delivered by Microsoft engineers to help you move to the cloud at your own pace. FastTrack also provides you access to qualified partners for additional services, as needed. With over 40,000 customers enabled to date, FastTrack helps maximize ROI, accelerate deployment, and increase adoption across your organization. © Microsoft Corporation. All rights reserved.

Have questions? E-mail support: ftm365pd@microsoft.com Microsoft 365 powered device Offer Process Partner nomination process via FastTrack portal 1 2 3 4 Find Customer Login to the FastTrack Portal and search for a customer. If you have not yet engaged with a customer on FastTrack, select +Request Access http://fasttrack.microsoft.com/ Submit Request Navigate to the Offers tab and complete the funding request. Partner will receive an email notification on status & next steps within 3 days. Define Scope If approved, download Microsoft 365 powered device delivery content (refer to this content to determine project scope). Sign SOW via DocuSign Sign the SOW, which would be requested via DocuSign. Once Microsoft receives the fully executed SOW, a Purchase Order (PO) will be requested. 5 6 7 8 PO Issued Begin deployment with customer once receiving PO via e-mail Deliver Service Microsoft Partner delivers services based on scope of work agreed upon in SOW Obtain POE From customer with PO# Update Success Plan (Optional) Help Complete the Success Plan based on the outcome of the engagement Get Paid Submit PoE and invoice to https://einvoice.microsoft.com/ Work cannot start until a PO # has been assigned Have questions? E-mail support: ftm365pd@microsoft.com

Have questions? E-mail support: ftm365pd@microsoft.com Microsoft 365 powered device Offer Process Microsoft Account nomination process via GetBIF/ECIF 1 2 3 4 Submit Request Reach out to Microsoft Account team who can submit an offer request on your behalf Define Scope If approved, download Microsoft 365 powered device delivery content (refer to this content to determine project scope). Sign SOW via DocuSign Sign the SOW. Once Microsoft receives the fully executed SOW, a Purchase Order (PO) will be requested. PO Issued Begin deployment with customer once receiving PO via e-mail Work cannot start until a PO # has been assigned 5 6 7 Deliver Service Microsoft Partner delivers services based on scope of work agreed upon in SOW Obtain POE From customer with PO# Update Success Plan (Optional) Help Complete the Success Plan based on the outcome of the engagement Get Paid Submit PoE and invoice to https://einvoice.microsoft.com/ Have questions? E-mail support: ftm365pd@microsoft.com

Detailed execution guidance for nomination via FastTrack portal

Detailed Execution Guidance Partner nomination process via FastTrack portal Work cannot start until a PO # has been assigned Search for customer Log into FastTrack http://fasttrack.microsoft.com/ From the Welcome page, search for a customer If you have not yet engaged with a customer on FastTrack, select +Request for Access and enter the customer’s email address. The customer selects Notifications for the notice and then will approve or deny the request. If you can’t find the customer you’re looking for, create a new customer and invite that customer to join. 1 From your Dashboard, select the customer you want to create a Success Plan for and select +Create Success Plan. Complete the Required sections for the Success Plan: complete the Business Case section, provide dates for the Implementation Timeline, include at least one customer contact in the Team tab and in the Service Readiness section, complete the first 4 questions with the total number of users and devices. Submit request in FastTrack/Offers. Once submitted, the FastTrack for Microsoft 365 powered device Service Desk will review request confirm/collect request details and once the request is complete, route for internal review. Once this review is complete, the Partner will receive an email notification on the request status including next steps. Allow up to 3 days. Success plan requirement is being planned to be removed by Sep 2017 Submit Offer funding request 2 If approved, the Partner will work with the customer and/or the Microsoft field to determine the scope of project Microsoft provides partners with technical and marketing content to facilitate Microsoft 365 powered device programs on https://connect.microsoft.com/accelerate (refer to this content to determine project scope) Once the scope is finalized, the Partner will submit the Microsoft Statement of Work (SOW) to the FastTrack for Microsoft 365 powered device Service Desk, ftwin10sd@Microsoft.com Define scope 3

Detailed Execution Guidance Partner nomination process via FastTrack portal Work cannot start until a PO # has been assigned Sign Microsoft SOW 4 Microsoft End User Investment Funds (ECIF) Operations will send the SOW to the partner contact and the Microsoft SAFE Approver for signatures This will occur electronically via DocuSign in those countries that support electronic signatures Some countries require additional ECIF documentation for compliance purposes; Microsoft ECIF Operations will work with the Partner to meet those country-specific requirements Public Sector customers require a signed Notice & Consent (N&C) document. PO issued 5 Once an approved Purchase Order (PO) is assigned, the Partner will receive confirmation to start work. Note: it can take up to 14 business days to open a PO Microsoft Partner delivers services based on scope of work agreed upon in SOW Deliver service 6 A Proof of Execution (PoE) is required from the customer for each project in which Microsoft pays a partner, regardless of program, project, dollar amount, or industry. If the project has milestones, Microsoft requires a customer PoE for each milestone, as well as a final PoE, to close the engagement and approve the invoice for final payment The Microsoft 365 powered device team uses a PoE email template which the partner fills out with project details and sends to the customer. The customer is asked to respond with the word “CONFIRMED” from their business email; essentially stating the work performed by the partner was successfully delivered The start date on the PoE must be after the PO issue date [Optional] Update Success Plan based on the outcome of the engagement (success plan is an effective tool to help customer understand how key considerations of the Microsoft 365 powered device rollout are addressed) Obtain Proof of Execution (PoE) 7

Work cannot start until a PO # has been assigned Detailed Execution Guidance Partner nomination process via FastTrack portal Partner submits invoice and customer confirmed PoE to https://einvoice.microsoft.com/ Invoices will not be approved until PoE’s are uploaded and verified by Microsoft ECIF Operations and the Success Plan is complete and confirmed by the FastTrack for Microsoft 365 powered device Service Desk Partners are paid in accordance to their MSA with Microsoft Submit invoice and get paid 8