1. SDPS Partner Sales Guide First Last name, Title August 2014 Software Assurance Planning Services

2. Inside ABOUT THE SDPS SALES GUIDE This is an interactive tool provided to enable you to better market and sell SharePoint Deployment Planning Services. For the optimum user experience, we recommend viewing the Sales Guide in Slide Show view. Questions or comments can be submitted to the SDPS team at sdps@microsoft.com.sdps@microsoft.com Program Overview SDPS Offers What’s it Worth to You? Get Leads Qualify the Lead Launch the Engagement Leading Practices Using SDPS

3. SDPS allows Microsoft customers to use Software Assurance Benefits to access qualified partners for SharePoint deployment and upgrade service consultations. Software Assurance Benefits Partners love delivering SDPS because they can leverage pre-built engagement materials to deliver 1, 3, and 5 day customer workshops that often lead to follow-on work. Certification Requirements Be a registered member of the Microsoft Partner Network (MPN) Be registered with SharePoint Deployment Planning Services and have accepted the contract terms Have a consultant who has passed an exam related to the creation of a Silver or Gold level SharePoint competency in Collaboration and Content "We heard a number of stories of people deploying SharePoint themselves and then having to call in a Microsoft partner to fix their deployment. We didn’t want to do that and so we looked for SharePoint best practice knowledge experts to partner with." Adrian Panazzolo IT Infrastructure Manager, ETSA Utilities All this and more on the SDPS Partner Portal! http://microsoftsdps.comhttp://microsoftsdps.com Program Overview “SDPS Consultants report that 78% of engagements lead to follow-on work within 6 months.”

4. SDPS Engagements “You can read up on a product, but it is different than someone sitting down with you and going over the features. You're able to talk about your business processes and see where there is a fit and leverage the expertise of someone that has already been there.” Andy Peterson Network Operations Manager, AAA Allied Group DID YOU KNOW? The Surface has Barely been Scratched! Less than 18% of customers eligible for Planning Services engagements have reserved a voucher. ​ SharePoint 2013 Deployment and Upgrade Planning SharePoint 2013 Deployment and Upgrade Planning ​This flexible engagement allows you to focus on the scenarios that are most relevant to your customer based on their unique needs. ​ SharePoint 2013 Proof of Concept Options ​5-day hands-on Proof-of-Concept that provides the customer with a 30-day trial environment they can use to explore the range of the SharePoint 2013 capabilities using their own users and content. - SharePoint 2013 Social (PoC)SharePoint 2013 Social (PoC) - SharePoint 2013 Search (PoC)​SharePoint 2013 Search (PoC)​ ​- SharePoint 2013 Web Content Management (PoC)SharePoint 2013 Web Content Management (PoC) Enterprise Social Yammer Proof of Concept (PoC) ​This 3-day engagement will guide you to define your Enterprise Social vision, show you how to implement, and drive adoption of Enterprise Social. This engagement provides an in-depth review of communication plans, training materials, and building team use cases for launching Yammer. Office 365 FastTrack planning engagement ​​A 3-day or 10-day engagement to help customers understand Office 365 capabilities, determine the customer readiness for migration to the Office 365 services and provide core service features within the customer’s environment. Project & Portfolio Management (PPM) Solution Planning engagement ​​A 5-day Project & Portfolio Management (PPM) Solution Planning engagement that guides the customer through an envisioning and planning process resulting in a clear implementation path designed to achieve the customer’s business objectives. All SDPS engagements include 1, 3, 5, 10 or 15 day service levels depending on the engagement and customer need. All this and more on the SDPS Partner Center! http://microsoftsdps.com http://microsoftsdps.com

5. PARTNER PIPELINE CHECKLIST Fill your lead pipeline with your customer accounts who are eligible for 1. 3 or 5-day SDPS engagements Fill your pipeline with new customers by hosting SDPS Deployment Days or other events such as joint account planning with Microsoft Qualify your leads All this and more on the SDPS Partner Portal! http://microsoftsdps.com http://microsoftsdps.com Get Leads Many customers aren’t aware of their SA Benefits. Microsoft Partners bridge the gap between Customer SA Benefit Administrators and Customer Project Sponsors. About Customers and SA Benefits Your customer procurement or legal department likely signed the Microsoft Volume Licensing agreement and holds the key to unlocking valuable SA benefits. However, these available SA benefits may not have been widely communicated to the rest of the business. Those interested in activating benefits within your customer accounts are not the ones receiving information on how to do so. Guiding Customers Customer Software Assurance Benefits resources are available at http://www.microsoft.com/licensing/software- assurance/default.aspx Learn how to help your customers activate their benefits by watching the Voucher Assignment video and taking the SA Benefit Activation training and visiting the Software Assurance Online Guide Connected Lead Generation ATUs and SSPs can recommend or pair customers with qualified SDPS providers. Additionally, customers can search for SDPS providers in their geographic area through the Office System Solutions Directory (OSSD). Grow Your Practice with Deployment Days 1-to-many SDPS lead generation event Pre-packaged materials for quick, consistent delivery Build relationships and develop leads Achieve revenue targets

6. Qualify the Lead “While going through the SDPS materials, we could see lights flicker on. People could see the value of SharePoint immediately.” Brian Hamad, Account Manager, CDW Is your lead a good fit for SDPS? Is your customer ready to get started? Qualifying the Customer I have business pains that can be addressed with a SharePoint Server Deployment I have hit a roadblock in the deployment of SharePoint Server 2013 I am considering deploying SharePoint 2013 or upgrading to 2013 I am evaluating broadening my SharePoint deployment for new functionality (ECM/WCM, Search, Social, etc..) Additional checklist items Pain is admitted by the sponsor or compelling event is identified Sponsor has buying vision Sponsor agrees to explore a solution A certified SDPS provider has engaged with the customer A key decision maker (project manager) has been identified Payment method is determined and timeline has been established Engagement is a good fit for the customer Closing the Sale Ensure your pursuit involves business stakeholders Tailor a presentation to your customer outlining what SDPS can help them achieve with additional evidence or references Make sure they realize what SA benefits are available to them to offset some of the cost of the engagement. Leverage the resources and materials (case studies, demos, videos) provided All this and more on the SDPS Partner Portal! http://microsoftsdps.com http://microsoftsdps.com

7. Launch the Engagement “[SDPS] has been a good way to reengage with existing clients as well as sell new business.” Karl Kuhnhausen Practice Leader, Collaboration, Allin Consulting Keeping the following items top of mind should make launching an SDPS engagement easier and more efficient for both you and your customers. Answer these questions to ensure a successful engagement Has the customer reserved the voucher? Who will be in the audience (technical or business)? Who is a certified consultant who will lead an engagement? What is the agenda/timing of the engagement? Where will the session(s) be held? Who is responsible for completing the pre-engagement questionnaire? What supporting materials should you bring (demos, case study examples, etc.)? What deliverables will you need to submit to get paid? Tips to Getting the Engagement Launched 1.Know your audience – The right customer team makes all the difference. If your engagement focuses on a particular part of the business, make sure business users are included as part of the group as well as members of the IT organization. 2.Use Short-Interval Schedules to keep engagement on track 3.Remember the goal is SharePoint deployment Checklist to Getting Paid A customer who has eligible SA Benefits and wants to use them to pay for the engagement A consultant who is certified and registered to deliver SDPS engagements An SA Benefit voucher created and reserved in the Voucher Validation and Redemption (VVR) Tool Submitted customer and consultant deliverables through the VVR tool appropriate to the engagement type While in VVR Tool, click “create payment request” and log into SAVB to finish invoicing electronically. All this and more on the SDPS Partner Portal! http://microsoftsdps.com http://microsoftsdps.com

8. Leading Practices “SDPS has provided us as partners the opportunity to be introduced to Enterprise customers that we didn’t have access to before. Through SDPS engagements we’ve been able to help both customers that have already deployed SharePoint, and customers that are planning to deploy SharePoint and need best practice planning for their business needs. It’s particularly been valuable for clients who deploy the technology and then get hesitant to adopt; we can go in and really help them see how they can use SharePoint to further their business and get them back on track.” CDW Berbee All this and more on the Planning Services Partner Portal! http://microsoftsdps.com http://microsoftsdps.com Facilitators with Soft Skills SDPS engagements can be delivered by Partners, Microsoft Consulting Services (MCS) or as a team, with either the Partner or MCS leading the engagement. While members of the delivery team need primary technical skills (see Assembling Your Team for more details), the leader/facilitator of the engagement needs to have soft skills and be capable of interacting with a Business Decision Makers (BDMs) audience. You cannot talk about SharePoint without talking to a BDM. SDPS Materials to Meet Customer Needs Our top partners have customized and extended the available out of the box SDPS materials based on customer needs and solution offerings. Follow the flow of SDPS engagements (1,3 and 5-day) and customize your delivery to differentiate your services from other SDPS providers. Use SDPS for all Deployment Engagements All customers can benefit from SharePoint Deployment Planning Services. SDPS provides a consistent, repeatable and scalable framework for SharePoint deployment planning lowering your cost of delivery and increasing customer satisfaction. A Pre-Sales Engagement for SharePoint SDPS is tied to the client license (Office CAL and ECAL), not to server licenses. For this reason, SDPS can be used as a pre-sales engagement for customers who have the client license but haven’t yet invested in the server license. SIs + LARs = Partnership Opportunity Building a relationship with a LAR (licensed account retailer) if you are a SI (solution implementer) is a great opportunity to identify leads and streamline deployment. DID YOU KNOW? 64% of BDM’s are involved in software upgrades and purchase decisions BDMs can increase the scope of a SharePoint deployment BDMs help drive adoption and success of SharePoint within an organization

9. Using SDPS “A lot of customers are able to use the SDPS engagement to narrow down how to use SharePoint, to develop their long term road map, and to create strong collaboration that will enable them to extend SharePoint throughout their organization." Brian Hamand, Account Manager, CDW How do I choose which engagement to use? SharePoint Deployment Planning Services (SDPS) = ‘Greenfield’ customers or those considering using SharePoint for new functionality (ECM, Portals & Collaboration, Search) or upgrading an existing 2010 deployment to SharePoint 2013. Checklist: My business wants to deploy SharePoint in a way we are not currently using it today (e.g. ECM, Portals & Collab, Search). I have a specific business pain and I want to explore how deploying SharePoint can address it. I am considering SharePoint deployment but want to learn more about its capabilities and how it can be used throughout my organization. SharePoint is a consistent request from my employees, I would like more information. I need help determining if SharePoint is deployed correctly for my workloads. All this and more on the SDPS Partner Portal http://microsoftspds.com http://microsoftspds.com

10. Thank you 10