Presentation on theme: "Filling and Submitting the Planning Services Completion Report"— Presentation transcript:
1 Filling and Submitting the Planning Services Completion Report
2 Session AbstractThe DDPS Jumpstart PoC Service Desk is excited to present this webinar around the new Planning Services Completion Report for Jumpstart PoC engagements.This live webinar will cover the new changes and requirements that have been made both in order to redeem the vouchers and get paid after the engagement has taken place. It will also address how to upload the deliverables and Planning Services Completion Report into the VVR tool.
3 AgendaOpening the Planning Services Completion Report (available on all Program websites) and workarounds for Problems Opening the Planning Services Completion ReportFilling out the Planning Services Completion ReportRequired vs. Optional DeliverablesSubmitting the Planning Services Completion ReportUploading Planning Services Completion Report to VVR Tool
4 Workarounds - Problems Opening the Planning Services Completion Report - When completing the Planning Services Completion Report you shouldn’t download it first. Every time you need to submit a new one, you need to access and then Open the file (don’t save it). Fill out the form and after you attach your customer deliverable, click submit. Then, save the document as an xml file to your computer so that you can upload it to VVR when redeeming the voucher.If you are already doing this, as a workaround to this problem, can you try this:Start Planning Services Completion ReportType File/Open, and paste in this URL: Planning Services Completion Report WorkaroundClick OKLogin into Live ID when prompted.If prompted enter your Live ID credentials againThe form should open
5 Step 1: Open the Planning Services Completion Report The Planning Services Completion Report is required to be completed and uploaded for all Planning Service vouchers redeemed in VVR regardless of the Program Type (BVPS, DDPS, EDPS, or SDPS) or Service Level (1, 3, 5, 10 days). This deliverable allows Microsoft to monitor the quality of engagements and gather valuable insights for future program enhancements.Open the Planning Services Completion Report (available on all Program websites)Type of EngagementWas engagement a POCWas engagement fundedOrganization namePartner TypeConsultant nameConsultant MCP ID
6 Part 2 - Filling Out the Planning Services Completion Report Customer Organization namePrimary contactPrimary contact phone #Primary departmentHow was engagement initiatedStart dateEnd DateWill customer move forward with recommendationsWhen will customer move forwardDid customer hire you for improvementsCustomer satisfaction level
7 Part 3 - Filling Out the Planning Services Completion Report Engagement durationTotal number of desktopsWhat is the current OS versionWhat is current Office versionWhat is current browser version
8 Part 4 – Filling Out the Planning Services Completion Report Location of PoC deliveryWhat computing environment was deployedWhat office suite was deployedWhat modules of MDOP were used
9 Part 5 – Filling Out the Planning Services Completion Report Identify apps that would prevent deploymentAny docs. or add-ins that would prevent deploymentProposed next stepPlans to deploy within next yearWindows 7 timelineOffice 2010 timelineMDOP timelineIE8 timeline
10 Part 6 – Filling Out the Planning Services Completion Report Customer satisfaction rankWould customer do case studyWas supporting content sufficient for engagementWas hydration kit sufficient for POCSuggested improvementsAttach deliverables
12 Step 2: Submit Planning Services Completion Report Partners must submit required deliverables for the engagement using the Planning Services Completion Report.*Required deliverables are defined as the output or result of the deployment engagement with the customer (detailed in the Terms and Conditions for your service type). Partners will be required to use a Live ID to open the form.Important Note: After successful submission, the Planning Services Completion Report will need to be saved locally to be uploaded in the next step.
13 Step 3: Upload Planning Services Completion Report to VVR Tool Partners must upload the saved Planning Services Completion Report into the VVR Tool. The required customer deliverable(s) for the engagement must be attached within the Planning Services Completion Report (see Part 6) *Microsoft will review these deliverables for proof of a unique engagement per customer and for adherence to the Terms and Conditions. Failure to provide unique deliverables will impact the partner's future participation in the program. The partner redeems the voucher at the end of the engagement by submitting the required deliverables through the VVR Tool, notifying Microsoft that the services associated with that voucher have been delivered to the customer.
14 List of Resources List of Resources : Jumpstart POC -Link for creating, assigning, and redeeming DDPS vouchers -Microsoft Connect -Contact for further questions in regard of DDPS funded POC