WHEN TITLE IS NOT A QUESTION N O ‘WE CAN’ Deal Registration Entry and Submission August 2010

Deal Registration – Portal Logon 2May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Text-only option The Partner Portal can be accessed from partnerportal.ca.c om partnerportal.ca.c om An address and password will have to be entered to gain access to the system.

Deal Registration – Partner Entry 3May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Deal Registration access is located in the “Deal Registration” tab by selecting the plus sign on the navigation bar to expand your selection. Then select “Deal Registration” to continue. Graphic option

Deal Registration – Landing Page 4May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA The Deal Registration landing page shows a summary of the offering and provides helpful links to the Terms and Conditions and other informational documents. Partners enter the Deal Registration System by clicking here. Graphic option

Deal Registration - System 5May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner deal entry process will be accessible from the “Register New Opportunity” option

Deal Registration – Register New Opportunity 6May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA CA Technologies is executing a bold vision for the future, where IT resources are delivered with unprecedented levels of flexibility To proceed with the registration, user must complete the mandatory fields. End User Expected Close Additional Opportunity Details Product Types Values (visible after product types is chosen) Graphic option

Deal Registration – End User 7May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA CA Technologies is executing a bold vision for the future, where IT resources are delivered with unprecedented levels of flexibility The search button must be selected to enter in an end user. The company will need to be entered into the keyword search field, the appropriate country needs to be selected and the relevant state must be chosen. Graphic option

Deal Registration – Add End User 8May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA CA Technologies is executing a bold vision for the future, where IT resources are delivered with unprecedented levels of flexibility If the company does not already exist in the database, the option to add them by selecting will appear in the lower right hand corner. If the company does exist, the button needs to be selected to choose the appropriate account. Graphic option

Deal Registration –Details 9May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Expected close date must be entered Name your opportunity is optional. If not entered, the name will default to the end user Distributor follows the same process as the end user and may or may not be optional, depending on the region Graphic option

Deal Registration – Product Types 10May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Select the appropriate product types from the drop down menu Graphic option

Deal Registration – Product Values 11May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Based on the product type selection, user must enter in the correct values for each product. The data entered against the products will be totaled at the bottom to figure the total estimated value of the deal. Graphic option

Deal Registration – Save and Submit 12May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Once finished entering the value for the correct products, user must select save and submit to proceed. Graphic option

Deal Registration – Opportunity Details 13May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA The Deal Registration is now complete. The partner will be taken to the opportunity details pop-up where they can track the status of the registration and continue to work the deal. Graphic option

WHEN TITLE IS NOT A QUESTION N O ‘WE CAN’ Deal Registration Management August 2010

Deal Registration - Homepage 15May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Partners can review and manage their deals through the portal. A number of quick links are available. Active Rejected Expiring Awaiting Approval Awaiting Payment Recent Won Deals Graphic option

Deal Registration - Update 16May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Deal Registration Update shows any new system enhancements that are relevant to the partner Deal Registration process Graphic option

Deal Registration – Manage Opportunities 17May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA This page provides a centralized location for partners to manage their deals. A number of dynamic filters are provided to assist the partner in locating a specific deal or groups of deals. Graphic option

Deal Registration – Manage Opportunities 18May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option “Restrict Opportunities to” will allow partners to view deals they registered or all deals that were registered by their company. “Program Status” allows the partner to select programs that are active or from our legacy programs that CA has sunset. By default, this is set to “My Assigned Only” and “Active Programs”.

Deal Registration – CA Technologies 19May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA The partner will be able to send a message to CA by using the “Send Message to CA” button. The “Contact CA” dialog will pop up allowing them to enter their message. Graphic option

Deal Registration – Opportunity Details 20May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA A partner will be able to view the details of the deal by clicking on the “View Deal” icon. The opportunity details screen will appear. The status of the deal will determine what functionality the partner has when viewing the opportunity details. Graphic option

WHEN TITLE IS NOT A QUESTION N O ‘WE CAN’ Deal Registration Deal Completion August 2010

Deal Registration – Closing a Deal 22May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA To close a deal the partner will be able to click on the “Complete Deal” icon. Graphic option

Deal Registration – Closing a Deal Won or Lost 23May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will be able to select if they won or lost the deal, which will determine the questions that are asked during the completion process.

Deal Registration – Closing a Deal Won 24May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will be asked to confirm if they closed the deal.

Deal Registration – Closing a Deal Won by Partner 25May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will be required to enter the relevant information regarding the deal completion

Deal Registration – Closing a Deal Won by Another Partner 26May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner confirms that they did not fulfill the deal and need to confirm that another partner won it.

Deal Registration – Closing a Deal Confirmation 27May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will receive confirmation that the deal has been closed

Deal Registration – Closing a Deal Lost 28May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will have to confirm the reason for the deal being lost. This option is selected if the registered partner or another partner have not won this deal.

Deal Registration – Closing a Deal Confirmation 29May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option The partner will receive confirmation that the deal has been closed.

Deal Registration – Closing a Deal Confirmation (cont) 30May 16, 2010 [Presentation Name via Insert tab > Header & Footer] Copyright © 2010 CA Graphic option If a rebate is eligible with the deal registration, The deal will update to “Awaiting Payment” and routed to finance for review. If there is no rebate associated with the program, the deal will close as “Won” or “Lost”.

thank you