Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Slide 1 Software as a Service (SaaS) Capabilities Training November 2013

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 2 Introduction WebEx Offers Quote Order Search Subscriptions

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 3 Software delivered and managed as a service by Cisco (cloud provider) or a partner(cloud enabler), wherein the customer does not acquire the software as a license to run on its own systems, but instead, accesses the software through the internet (cloud).

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 4 A single integrated, scalable, intuitive workspace to engage with Cisco throughout the purchasing process All deals, quotes, configurations, and orders in one place Simplified and more intuitive user experience across all four steps Foundation for services and solution selling Integrated, flexible workflow for deal registration, configuration, pricing and quoting Real time guidance to valid selections reduces errors Intelligent validations Rich interaction and efficient navigation Dramatically improved usability Minimized data entry Intelligent defaults from user profile Increased productivity by automatically integrating the quote into the Ordering process

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 5 What happens if we do nothing? Source: IDC, 2012 Market Shifts Bring Opportunities “Tremendous opportunity with the Internet of Everything (IoE) $14.4 trillion of market share on the table.” John Chambers Information Technology Telecommunications

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 6  Usage-based pricing models for software will grow 98% in the next two years IDC  Almost every organization in our study intends to migrate software to SaaS— 95% expect to invest significantly Gartner  The market is continually driving toward greater flexibility and lower costs Cisco has moved from the traditional pick, pack & ship model to a Flexible Consumption Model (FCM)

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 7 Build the operational capabilities to sell, transact and support utility consumption business models that put in place the foundation to scale this new business model in a way that makes it easy to do business with Cisco.

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 8 Q1 FY14 Release Foundation enables SaaS transactional capabilities for three U.S. partners: 1.CDW 2.Intercall 3.Nexus Limited transactional volumes using SaaS WebEx (WebEx Meetings) offering as the first use case Preparing functional groups for scale over three quarters with the first real volume impact expected in Q4FY14, May 2014 SaaS orders initiated from CCW flow directly into Subscription Billing Platform (SBP) – bypassing Cisco OM / Order Distribution

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 9 SaaS offers are designed for customers who are looking for the benefits of cloud- based collaboration tool with dynamic pricing and configuration. WebEx products include: Cisco WebEx Meetings - Provides industry-leading web conferencing with audio, web, and high-definition video, along with document, application, and desktop sharing. Cisco WebEx Messenger - Enables a full unified communications experience including presence, IM, audio, video, desktop sharing, and conferencing. Cisco WebEx Enterprise Edition - Delivers a rich collaboration experience for specific lines of business, including team meetings, events, corporate training, and customer support. SaaS offers are designed for customers who are looking for the benefits of cloud- based collaboration tool with dynamic pricing and configuration. WebEx products include: Cisco WebEx Meetings - Provides industry-leading web conferencing with audio, web, and high-definition video, along with document, application, and desktop sharing. Cisco WebEx Messenger - Enables a full unified communications experience including presence, IM, audio, video, desktop sharing, and conferencing. Cisco WebEx Enterprise Edition - Delivers a rich collaboration experience for specific lines of business, including team meetings, events, corporate training, and customer support. SaaS WebEx OfferSKU Name Named UserA-WX-NAMED-USER Employee CountA-WX-EMP-COUNT Active UserA-WX-ACTIVE-USER PortsA-WX-PORTS

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide From the new CCW landing page, you can create quotes, orders, and manage your Subscriptions. Clicking the home icon will always bring the Partner back to this page.

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide Add a name for the Quote. 2.Click on the calendar icon to choose a Closing Date. 3.Select Deal Category from the drop down menu. 4.Select the Buy Method.

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 13

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 14 1.Check the box to add Partner Contact Information from User Profile. 2.To Select End Customer, click English. 3.Click View my Recent End Customers and make a choice from the list, or create a new End Customer

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 15 vv Ensure Install Site Country is correct. 2.Click Create a Quote.

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 16 1.On the Quote page, type in the entire WebEx SKU. Remember, these SKUs are hidden so the typed SKUs must be complete and exact. List of SKUs is included at the end of this training. 2.Click Add. SKU is added to the Quote. 3.Click Select Options; you are “punching out” to NextGen Configuration

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 17 1.Select the Initial and Auto Renewal Terms. 2.Select Prepayment option. 3.Click on the calendar icon. Choose the Start Date

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 18 1.Click on Conferencing. 2.Select Meeting Type. 3.Enter number of users. Press Enter. 4.Click the + to add to the Configuration

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 19 1.Change number of users. Press Enter. 2.Click Update Qty to change the number of users in the Configuration. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide GB of Storage is $0. 2.Enter number of additional GB of Storage if needed. Per the Warning message, 50 GB is the minimum for additional storage. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 21 1.Choose Additional Audio Type. 2.VoIP in included. 3.Select Billing Type

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 22 1.Select Audio Options. 2.Remove unwanted options by clicking on the trash can. 3.When Configuration is complete, click Done

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 23 1.Read through Terms and Conditions. 2.Click Return to Configuration to modify current Configuration. 3.Click Done to accept Terms and Conditions and finalize the Configuration

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 24 Audio and Storage are optional Ensure your Configuration is complete and valid as no changes can be made in Order Review and reconfigure saved Configurations

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 25 1.Configuration is Valid. 2.Click Save and Continue to save and to move to Discounting. 3.Click Save to save and stay on the current page

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 26 1.Review discounting. 2.Click Save and Continue to save and to move to the Review and Submit Tab. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 27 1.Ensure that all tabs have green checks. Red errors must be rectified before submitting. 2.Scroll down to add CAM. Select CAM. 3.Click Submit Quote for Approval

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 28

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 29 Deal Registration with OIP is available for SaaS RNSD is not available WebEx SKUs are hidden so the typed SKUs must be complete and exact SaaS WebEx OfferSKU Name Named UserA-WX-NAMED-USER Employee CountA-WX-EMP-COUNT Active UserA-WX-ACTIVE-USER PortsA-WX-PORTS

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 31 Search for approved Quote. Click on Quote. 1.Click Create a new Order from this Quote. 1

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 32 1.Review information, and click Select Items to Order. 1

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide Select Items to Order. 2.Click Continue. 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 34 1.Click Save and Continue to save and to move to Discounting. 2.Click Save to save and stay on the current page. 21

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 35 1.Add Purchase Order Number. 2.Review Discounting. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 36 1.Click View by. Select Discount Details 2.Review Discounting. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 37 1.Click Continue when finished reviewing Discounting. 1

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 38 1.Add Taxability. Choose the appropriate category. 2.Add Partner Primary Contacts. Click on the pencil icon and choose from the pop-up menu. 3.Add Service to Contacts. Click on the pencil icon and choose from the pop-up menu. 4.Click Save and Continue to save and to move to Provisioning

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 39 1.Click on Region Information. 2.Select Country Code. 3.Select Time Zone. 4.Click Save

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 40 1.Click on Language Information. 2.Select Primary Language. 3.Add additional languages as needed. 4.Click Save

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 41 1.Click on Site Information. 2.Type in the Site URL. See example above entry box. 3.Click Save

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 42 1.Click on Admin Information. 2.Type in the Admin . 3.Type in the Admin First Name. 4.Type in the Admin Last Name. 5.Type in the Admin Phone Number. 6.Click Save

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 43 1.Click on Org Information. 2.Type in the Organization Name. 3.Click Save and Continue to move to the Review and Submit Tab. testco

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 44 1.Ensure that all Icons are clear. Red errors must be rectified before submitting. 2.Complete contact information. This is optional. 3.Click Submit Order

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 45 1.Review Order submission information. 2.Click View Submitted Order to see Order details. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 46 “Standalone” ordering for SaaS is not available in CCW. Order must have only 1 SaaS Offer. No other products may be added to a SaaS Order. Contact your Cisco AM and PDM: For multi-element orders For non-standard products / pricing Partner Primary Billing Contacts must be unique. The Provisioning, Domain, Site, and Admin must be in same domain. Partner must submit a Site Configuration for each TSP Audio Order. English must always be added as either a primary or secondary language. Order may be cancelled prior to provisioning. Order Billing Contact and Provisioning Contact will receive notification when the site is provisioned. Partner must contact End Customer to enable access for branding.

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 48 1.Click on Orders. 2.Click on Recent. 3.Review the Orders and Order Status on this page. Select an Order

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 49 Item Tab shows the status of the Order. 1.Validation in Progress – At this stage an Order can be cancelled in CCW. 2.Accepted – An Order can no longer be cancelled in CCW. See PSM. 3.Fulfilled – Order is complete and software is provisioned

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 50 1.Click on Orders. 2.Click on Recent. Select an Order. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 51 1.Ensure Order is in the Validation in Progress Stage. 2.Click on Change Order | Cancel Entire Order. 1 2

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 52 1.Click Cancel Entire Order. 2.Select Reason for cancellation. 3.Click on Submit Request

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 53

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 54 From the new CCW landing page, you can manage your subscriptions covered in Module 2 Training. 1 1

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 56 1.Click on Orders on the Home Page. 2.Click on Invoices. 3.Click on the Invoice Number

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 57 1.Click on Invoices. 1

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 58 1.Click on Export PDF. From this screen you can also print and the PDF. 1

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 59 1.Click on All Lines to get the full Invoice. 2.Click Export the PDF. 3.Click Open with Adobe Reader. 4.Click OK

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 60

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 61 Click on the Invoice number in CCW. 1.Click on Add Dispute. Complete the required* information. 1

Cisco Confidential © 2012 Cisco and/or its affiliates. All rights reserved. InvoicesQ2Q3Delivery 1, 2 Hardcopy invoice with link for Usage Details PDF Invoice with a link to the SFTP folder containing the usage files Mailed 1 PDF Consolidated File Invoice with link for Usage Details PDF invoice is file with multiple invoices for the same Partner with a link to the SFTP folder containing the usage files. 3, 4XML Invoice with Usage Details N/A XML Invoice with Usage Details SFTP Folder 3Excel Invoice with Usage Details N/A Excel Invoice with Usage Details SFTP Folder SaaS Pilot Partner Readiness Checklist 1Provide used to receive invoice notifications 2Advise if ‘snail’ mail is required 3Work to set up SFTP sites for invoicing 4Work to set up XML for invoicing ** Invoice includes Credit Memo and / or Invoice.

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 64 ATTN: ACCOUNTS PAYABLE NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 65 Q3 SFTP LINK to Excel file with usage details

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Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 67 CCW PDF Invoice Q2 only – Q3 Excel file with Usage Details ATTN: ACCOUNTS PAYABLE NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI NUMBER ONE COMPANY PO BOX 1111 HAPPYVILLE, MI

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 68

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 69 Support ProviderSupport PSM CDW - Brandon Klein - Intercall -Nancy McMullen - Nexus - Geoff Stoddart - Partner Subscription and Lifecycle management support (iPortal / SBP) Cancellation of an order post-provisioning Modification of non-billable parameters prior to “pending provision” status Changing auto-renewal term to zero (stop auto-renewal) Mid-term termination CPE CCW Support Add an address Update an existing address Error Messaging in CCW CS or Invoice dispute

Thank You

Cisco Proprietary © 2013 Cisco and/or its affiliates. All rights reserved.. Release Update Training November 2013 External Version Slide 71 For more program information, visit the SaaS website: nel_partner_program/resale/atp/saas.html nel_partner_program/resale/atp/saas.html