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Enterprise Software Advisor (ESA) 2.1 Release Channel Partner Operations Training May 2007.

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Presentation on theme: "Enterprise Software Advisor (ESA) 2.1 Release Channel Partner Operations Training May 2007."— Presentation transcript:

1 Enterprise Software Advisor (ESA) 2.1 Release Channel Partner Operations Training May 2007

2 Overview of the ESA Program Align ESA fee payment with Microsoft Licensing StrategyAlign ESA fee payment with Microsoft Licensing Strategy ESA 2.0 launched in July 2006ESA 2.0 launched in July 2006 Clearly define ESA roles and responsibilitiesClearly define ESA roles and responsibilities Increased value to customersIncreased value to customers Accurately measure fee payment according to ESA performanceAccurately measure fee payment according to ESA performance ESA 2.1 – Enhancements to ESA 2.0 modelESA 2.1 – Enhancements to ESA 2.0 model Launch in August 2007Launch in August 2007

3 ESA 2.1 Updates SAB Fee measurement changesSAB Fee measurement changes SAM Fee measurement changesSAM Fee measurement changes Updates to Fee StatementUpdates to Fee Statement Reports available on Explore.MSReports available on Explore.MS Retirement of Customer Satisfaction fee typeRetirement of Customer Satisfaction fee type All invoices generated Aug 1, 2007 and after for enrollments with a start date on or after July 1, 2006 will be subject to the ESA 2.1 fee structure.All invoices generated Aug 1, 2007 and after for enrollments with a start date on or after July 1, 2006 will be subject to the ESA 2.1 fee structure.

4 SA Benefits Fee Payment Changes Enrolments must have 3 or more entitlements activated to be included in fee calculationEnrolments must have 3 or more entitlements activated to be included in fee calculation SAB fee is only paid on PO Type BEC (Basic Enterprise Commitment)SAB fee is only paid on PO Type BEC (Basic Enterprise Commitment) SAB fee will no longer be paid on PO Type TUP & NE (True Up & New Order)SAB fee will no longer be paid on PO Type TUP & NE (True Up & New Order) Fees are calculated by benefits activation percentage by fee levelFees are calculated by benefits activation percentage by fee level Activation percentage is calculated at each individual fee level, as opposed to an aggregation of all enrolments and fee levelsActivation percentage is calculated at each individual fee level, as opposed to an aggregation of all enrolments and fee levels Activation threshold has increasedActivation threshold has increased

5 Benefits Activation Percentage Average Benefits Activation Percentage is calculated by dividing: Total number of enrolments with 3 or more SA benefits activated Total number of enrolments with 3 or more SAB entitlements/eligible benefits As-is SAB Fee To-be SAB Fee

6 SA Benefits Services Fee Matrix Fees are measured at fee level rather than an aggregation.

7 SA Benefits Activation Example An ESA has the following:An ESA has the following:  20 level A2 enrolments with more than 3 entitlements  15 have 3 or more activations  Fee Level = A2  Level A2 new EA: Invoice amount (BEC) = $250,000 SAB fee calculations:SAB fee calculations:  SAB Activation Percentage = 75% (15/20 * 100)  SAB Ratio is >= 70%, SAB fee is 1.0%  Fee Payable is 1% of $250,000 SAB Fee = $2500SAB Fee = $2500

8 SAM Fee Changes Changes to Software Asset Management (SAM) fee payment:  Only payable on invoices with a PO type of BEC.  Two sections of SAM Fee:  SAM Requirement Fee  This is a requirement for all fee levels  However, only fee level A1, A2 & B are eligible for SAM Requirement Fee  SAM Report Deliverable Fee  Only fee level C & D only are eligible for SAM Report Deliverable Fee  Customer Satisfaction Fee is now integrated into the SAM fee

9 SAM Fee Changes (cont.) As-is SAM Fee Structure To-be SAM Fee Structure

10 SAM Requirement Fee SAM Requirement applies to all fee levelsSAM Requirement applies to all fee levels Only fee level A1, A2 & B are eligible for SAM Requirement FeeOnly fee level A1, A2 & B are eligible for SAM Requirement Fee Fee is only paid on BEC (Basic Enterprise Commitment) PO TypeFee is only paid on BEC (Basic Enterprise Commitment) PO Type Minimum 2 MCPsMinimum 2 MCPs  Exam (Planning, implementing, and maintaining a Software Asset Management program)  1 MCP certification per 50 EA enrollments (guideline) Minimum of 3 published customer references on ESA websiteMinimum of 3 published customer references on ESA website SAM services to be referenced on ESA websiteSAM services to be referenced on ESA website Validation of requirement met:Validation of requirement met: Currently all partners meet the requirement of 2 MCPs & APOC records reflect this. Partners must notify their PAM if their certification status changes. Currently all partners meet the requirement of 2 MCPs & APOC records reflect this. Partners must notify their PAM if their certification status changes. Partners to provide the website URL to their PAM showing the listing of SAM Services & 3 X customer references posted. Partners to provide the website URL to their PAM showing the listing of SAM Services & 3 X customer references posted.

11 SAM Report Deliverable – Level C,D Fee is paid on BEC invoices for years 2 and 3 onlyFee is paid on BEC invoices for years 2 and 3 only  Defaults to 0 in year 1 and is not paid on year 1 invoice Payment of fee is dependent on MS Subsidiary assessment and review of partner compliance with actual provided SAM services for level C or D customers.Payment of fee is dependent on MS Subsidiary assessment and review of partner compliance with actual provided SAM services for level C or D customers. Partners have two options:Partners have two options: 1.Perform a License Reconciliation Analysis of Microsoft products for the customer, including:  Volume License Position  Customer’s current usage  Proof of licensing on Retail and OEM products  Reconciliation exercise to establish customer’s entitlements vs. usage  Qualitative Assessment of top reasons for discrepancy (if discrepancy is significant) 2.Perform a SAM Current State Assessment (CSA) based on ISO of customer processes, including an assessment of:  Organizational Management processes for SAM  Core SAM processes  Primary Process Interfaces For more information on the above options, refer to Malcolm or Julanne For more information on the above options, refer to Malcolm or Julanne

12 SAM Report Deliverable Fee Notification to APOC ESAs to notify APOC of SAM Report Deliverable fee qualification via APLQuest with MS Account Manager and PAM copiedESAs to notify APOC of SAM Report Deliverable fee qualification via APLQuest with MS Account Manager and PAM copied SAM Report Deliverable notification must be sent to APLQuest 30 days prior to anniversary date for year 2 and year 3 to allow time for verificationSAM Report Deliverable notification must be sent to APLQuest 30 days prior to anniversary date for year 2 and year 3 to allow time for verification Notification must include the following:Notification must include the following:  Enrollment number, year and customer name  Description of SAM Service delivered  from ESA to MS Account Manager and PAM  approval from MS Account Manager or PAM to ESA Verification by MS Account ManagerVerification by MS Account Manager Fee escalations to the PAMFee escalations to the PAM

13 SAM Report Deliverable Fee Notification to APOC (cont.) Electronic notification to be sent to ESAs 60 days prior to anniversary dateElectronic notification to be sent to ESAs 60 days prior to anniversary date  Reminder to ESA to submit SAM Report Deliverable Fee notification to APOC within 30 days prior to anniversary date of EA Enrollment MS Account Manager will be copied if their name and address is completed on the EA EnrollmentMS Account Manager will be copied if their name and address is completed on the EA Enrollment PAMs will not be copiedPAMs will not be copied

14 ESA 2.1 Fee Model Refer to chart below

15 Operational Changes Fee Statement Enhancement ESA Reports available on Explore.MS

16 ESA Fee Statement Enhancement Fee Statements are available in Explore.MS (mid-August)Fee Statements are available in Explore.MS (mid-August) Out of scope for ESA 1.0 Fee StatementsOut of scope for ESA 1.0 Fee Statements New fields for End Customer PO # and Ramped (Yes/No)New fields for End Customer PO # and Ramped (Yes/No) SAB Activation field shows achieved activation percentage instead of level of activationSAB Activation field shows achieved activation percentage instead of level of activation New Revenue column in fee description section shows revenue amount per fee type that fee % is calculated againstNew Revenue column in fee description section shows revenue amount per fee type that fee % is calculated against

17 Fee Statement Enhancement Example New Fee Statement shows: SAB Services Ratio Percentage Customer PO Number Ramped Payment Revenue Column

18 Reports in Explore.MS Two new reports are available in Explore.MS\ESA Reports: ESA SA Benefits Detail Report ESA Fee Statements

19 ESA Fee Statements in Explore.MS Definition of Payment Status: Awaiting Credit Invoice – Invoices pending for credits to be applied Awaiting ESA Invoice – Waiting for ESA to submit ESA invoice to MS Invoice Awaiting Fee Payment – ESA invoice has been approved by MS in MS Invoice, pending for fee to be paid Completed – Fee Statements where fees are paid by MS Hold – not applicable to APOC Rejected – not applicable to APOC

20 ESA Fee Statements in Explore.MS (cont.) This is a sample screenshot that shows the list of invoices with Payment Status = Completed

21 ESA Fee Statements in Explore.MS (cont.) Note: - APLQuest will continue to send fee statements to ESAs until ESA 1.0 cease to exist - Long term plan is to enable ESAs to download ESA 2.x fee statements from Explore.MS - ESAs to submit ESA invoice within 30 days of Fee Created Date

22 SA Benefits Detail Report New ESA SA Benefits Detail ReportNew ESA SA Benefits Detail Report Report available in Explore.MSReport available in Explore.MS New fields (from existing SA Benefits report):New fields (from existing SA Benefits report):  Enrolment Customer Name  Enrolment Start Date  Enrolment End Date  Fee Level

23 SA Benefit Details Report (cont.) From Explore.MS, navigate to ESA Reports\ESA SA Benefits Detail

24 SA Benefit Details Report (cont.) New fields added to the SAB report

25 Escalations and Queries Type of Question Direct question to: Sales and marketing PAM General questions To ROC via APLQuest Fee Escalations PAM Contact the ROC for information on: Where to find information pertaining to SAB activationWhere to find information pertaining to SAB activation How to read the partner fee statementHow to read the partner fee statement Status of partner actual fee paymentStatus of partner actual fee payment Queries on invalid contact categorizationQueries on invalid contact categorization

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