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© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Document Revision History Version No. Revision Date Description of ChangeRevision.

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Presentation on theme: "© 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Document Revision History Version No. Revision Date Description of ChangeRevision."— Presentation transcript:

1 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 1 Document Revision History Version No. Revision Date Description of ChangeRevision Author 118/31/201 1 Slide 50: Removed from text box (as it is not accurate): These UCS-B configs are orderable in legacy Ordering Tool. Slides 87-98: Added AS-Fixed slides Slides : Added Partner Program Platform slides to Addendum Lynette Bartel 139/2/2011 “End Customer “ is now mandatory when creating Orders. Slide 3 (Table of Contents) Slides 87 and 88 are new Lynette 149/6/11 Slide 67-68: Update UCSS screenshots to show ESW duration = 24 months Delete Addendum 159/7/11 Slide 100: Remove link to WIKI

2 Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 2 Live Training Session 1-Tier Partners Cisco Commerce Workspace 7.0

3 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3 In this course you will learn about the 7.0 enhancements to Cisco Commerce Workspace that benefit 1 - Tier Partners who can order directly from Cisco or through a distributor in the following key areas: CCW Quoting and Other Partner Interface Enhancements Configuration and Ordering Enhancements Cisco Services Capabilities Directly within CCW CCW Support of the Distributor Reseller Selling Model for when 1-Tier Partners Order Indirect

4 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4 Distributor Quote to Order Distributor Reseller Selling Model - Multinational Quote Logic (MNQ) Channel Booking Neutrality (CBN) with Services Enhancements to the Distributor Experience for 1-Tier Partners ordering Indirect *Note: Theater leads can delete some of this content due to time constraints for 1-Tier audience only sessions* Enhancements to the Distributor Experience for 1-Tier Partners ordering Indirect *Note: Theater leads can delete some of this content due to time constraints for 1-Tier audience only sessions* View and Share Enhancements Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity) Enabling a consistent Experience Across Quoting and Ordering Find Products CCW Quoting and Other Partner Interface Enhancements CCW Quoting and Other Partner Interface Enhancements Advanced Services-Fixed Cisco Services Capabilities Directly within CCW Cisco Services Capabilities Directly within CCW Next Generation Configuration (NGC) Simplification Unified Computing Blade solution bundles (UCS-B) Unified Communication Software Subscriptions (UCSS) Discount Rationalization Return Materials Authorization (RMA) End Customer Field Configuration and Ordering Enhancements Configuration and Ordering Enhancements Table of Contents – Click any underlined section to navigate to a topic:

5 Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 5 In this module, you will find… View and Share Enhancements Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)

6 Ability to create deals, quotes, and configurations, and submit orders in a single workspace with flexible entry points Collaborate strategically with colleagues, Distributors, and Cisco Sales and Engineering teams in the Workspace Consistent look and feel across the Workspace means less time spent in training on using the Workspace and more time for value-added work What’s in it for you?

7 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7 Benefits for 1-Tier Partners ordering through a Distributor: Sharing Configurations in the Workspace rather than through Excel allows real- time configuration checks which reduce delays during Order submission and speed the Order through the fulfillment process Benefits for 1-Tier Partners using CCW to Order : Eliminates the need to share Deals, Quotes, Configurations, and Orders via Sharing Configurations in the Workspace rather than through Excel allows real- time configuration checks which reduce delays during Order submission and speed the Order through the fulfillment process Ability to add a shared Configuration to an Order reduces duplicate data entry Benefits for 1-Tier Partners ordering through a Distributor: Sharing Configurations in the Workspace rather than through Excel allows real- time configuration checks which reduce delays during Order submission and speed the Order through the fulfillment process Benefits for 1-Tier Partners using CCW to Order : Eliminates the need to share Deals, Quotes, Configurations, and Orders via Sharing Configurations in the Workspace rather than through Excel allows real- time configuration checks which reduce delays during Order submission and speed the Order through the fulfillment process Ability to add a shared Configuration to an Order reduces duplicate data entry View and Share Enhancements

8 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 In this module, you will learn about: Creating Sharing Preferences Sharing Deals, Configurations, and Orders Accessing a Shared Deal View and Share Enhancements

9 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9 In this lesson, we will begin by creating a contact list to automatically share documents.

10 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 View and Share Enhancements > Creating Sharing Preferences Click the Workspace Profile and Preferences link to create a default list of users within your Partner company and automatically share all Deals/Quotes and Orders you create.

11 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 View and Share Enhancements > Creating Sharing Preferences From the Sharing Preferences tab, you can add new members to the default team by clicking the Add New Member button.

12 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 View and Share Enhancements > Creating Sharing Preferences Previously, you were able to share Deals and Quotes with your Default Partner Share Team. Now, you can also share your Orders. Select the checkbox next to Orders to share with your contact. Click the Save button.

13 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13 In this lesson, we will begin by sharing a Deal and revoking sharing access after it has been granted.

14 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14 Sharing a Deal To open the Deal you wish to share, click the Deal ID link from the CCW Home Page. Note: The Order portlet will only be visible to Partners with access to CCW Ordering.

15 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15 Sharing a Deal Next, click the Share link.

16 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16 Sharing a Deal From the Share Deal page, you can now add new contacts via: Team Alias Contact Name Non-Cisco Address or that is not associated with the Cisco.com ID

17 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17 Sharing a Deal For any unconfirmed s, the Receive Notifications drop-down will default to No and cannot be changed. The steps for adding sharing recipients are the same for Orders and Configurations. The steps for removing sharing recipients are different for Orders and Configurations. Note: The system will not allow you to remove recipients for a Configuration once the share window is closed.

18 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18 In this lesson, we will view a shared deal.

19 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19 Access a Shared Deal If the Deal was shared with a Cisco address (or an that is linked to a CCO ID), the contact will go to the Cisco Commerce Workspace Home page, scroll down to Deals and Quotes and change the Filter to “Deals Shared with Me”. If the Deal was shared with a non-Cisco address (or an that is not linked to a CCO ID), the contact will need to click the Access Shared Deal link instead. The Access Shared Deal dialog box will display. Enter the Access Key and Deal ID, and click the Continue button. The contact received an with the Access Key and Deal ID. Once the contact has accessed a deal using an Access Key, the contact can then view the deal under “Deals Shared with Me”.

20 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 20 In this module, you learned about: Creating Sharing Preferences Sharing Deals, Configurations, and Orders Accessing a Shared Deal For Additional details on using these new features, see “View and Share Enhancements” in the Modular Training located in Partner Central. Module Summary

21 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 21 1-Tier Partner Benefits: Cisco AMs are now able to create, manage, and share multiple quotes for a single opportunity which means that Partners now have more opportunity than ever before to submit quotes in a variety of ways to be more competitive and win business. When multiple quotes are approved the Cisco Salesperson may share the quote with partners in CCW. Partners will have visibility to their own quotes only. You will easily be able to identify those quotes that are part of a multiple quote scenario by the status of Approved Not ready to Order (ANRO) inside CCW. 1-Tier Partner Benefits: Cisco AMs are now able to create, manage, and share multiple quotes for a single opportunity which means that Partners now have more opportunity than ever before to submit quotes in a variety of ways to be more competitive and win business. When multiple quotes are approved the Cisco Salesperson may share the quote with partners in CCW. Partners will have visibility to their own quotes only. You will easily be able to identify those quotes that are part of a multiple quote scenario by the status of Approved Not ready to Order (ANRO) inside CCW. Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)

22 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 22 Cisco Account Manager Created and Collaborated Quote Will be able to locate and view in Cisco Commerce Workspace (CCW) the quotes initiated by Cisco Sales Account Managers that are part of a multiple quote deal. Will understand the new status of Approved/Not Ready to Order (ANRO) for the new multiple quote deals initiated by Cisco Sales Account Managers. In this module all partners…

23 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 23 Cisco Account Manager Created and Collaborated Quotes Quotes that have been shared by the Cisco Account Manager will have a new status of Approved Not Ready to Order. This status prevents the Partner from editing the quote and placing the order until the customer has selected the winning quote. The quote can be ordered when the status is changed to Approved by the Cisco Account Manager. When consumption starts on the winning quote, the Deal Status of the non-winning quote(s) changes to Cancelled. Note: Select Quotes Created by Cisco from Display to locate shared quotes.

24 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 24 Cisco Account Manager Created and Collaborated Quote Are able to locate and view quotes initiated by Cisco Sales Account Managers that are part of a multiple quote deal. Understand the new status of Approved/Not Ready to Order (ANRO) for the new multiple quote deals initiated by Cisco Sales Account Managers. In this module all partners…

25 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 25 In this lesson, we will view the changes that have been made to the CCW User Experience.

26 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 26 In this module, you will learn about: Enhancements made to the: Items Tab Discount Tab Shipping and Install Tab Billing Tab Review and Submit Tab Common Utilities Enabling Quoting and Ordering

27 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 27 Enabling Quoting and Ordering Consistent Experience > Quotes User Experience improvements for Quoting (Partial List): A new View filter. The Remove Service link for line items will be replaced with Change/Remove Services. Workspace profile preferences for Pricelist, Intended Use, Billing Address and Contact will auto-populate in Quick Quotes. Net Unit Price has been added to the View by menu on the Discount and Credits page. Discount views will be visible at all times. Customizable Export utility.

28 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 28 Enabling Quoting and Ordering Consistent Experience > Quote to Order User Experience improvements for Quote to Order (Partial List): Add Product Item has been added to the Items tab. On the Items tab, the Remove Service link for line items will be replaced with Change/Remove Services. This link will open Services in Next Generation Configuration. Products and Service Total has been added to the View by menu on the Discount tab. Intended Use has been moved to the Discounts tab. Users can create a new shipping group on the Shipping and Install tab. Print and links have been added.

29 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29 Enabling Quoting and Ordering Consistent Experience > Stand Alone Order User Experience improvements for Stand Alone Order (Partial List): A Validate link has been added to each major line. The default Install site Country is based on End Customer Country. Users may select Save or Save and Continue on the Items, Shipping and Install and Billing tabs. Print and links have been added. A Delete link has been added for unsubmitted orders. Items Tab If there are no Major lines, the major product line will not collapse. Product quantity may be up to ten digits. Discounts, Credits and Total Effective Discount fields have been removed from the header of the Items page. Users can filter line items by errors or warnings.

30 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30 Enabling Quoting and Ordering Consistent Experience > Stand Alone Order User Experience improvements for Stand Alone Order (Partial List): Review and Submit Tab Error messages on the Review and Submit tab will be displayed in context. Discounts Tab Products and Service Total has been added to the View by menu. The Subtotal display has been removed for expanded configurations. Users can filter line items with pricing or ATP errors. Shipping and Install Tab New Shipping Groups can be created on the Shipping and Install tab. Product quantities will be displayed on the Shipping and Install tab.

31 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 31 In this module, you learned about: Enhancements made to the CCW User Interface For Additional details on using these new features, see “Enabling Quoting and Ordering” in the Modular Training located in Partner Central. Module Summary

32 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 32 In this module, you will learn about the Enhanced Product Search Functionality

33 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 33 Find Products > CCW Home Page From the CCW Home Page, use the Find Products portlet to search for a specific product by entering a product description or a SKU. For additional information on searching, click the Search Tips link. You can also search by clicking the Search by Product Family link. Find Products is also available now in the Items page of Configuration, Quoting and Ordering.

34 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 34 Find Products > Product Family Search Select Product Family. The Drop- down menu will display the Product Families available. Click the Search button.

35 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 35 Find Products > Product Family Search The Results will only display the products that are on your price list.

36 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 36 Find Products > Product Description Search

37 Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 37 In this module, you will find… Next Generation Configuration (NGC) Simplification Unified Computing Blade Solution Bundles (UCS-B) Unified Communication Software Subscriptions (UCSS) Discount Rationalization Return Materials Authorization (RMA) End Customer Field Note: The Orders portlet will only be visible to Partners with access to CCW Ordering

38 Intuitive, simplified configuration experience with user-friendly graphical interface Intelligent validations simplify the configuration process and improve productivity Helpful warnings and suggestions decrease the amount of time it takes to create a configuration What’s in it for you?

39 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 39 Benefits for 1-Tier Partners with access to CCW Configuration: New “Configuration Summary” pane provides greater information with fewer clicks. Configuration Summary automatically saves a click and allows Partners to complete their configurations faster and more accurately than ever before. Hyperlinked configurable items are displayed so the Partner can view configuration options on the right side of the Core Config page. Configuration Summary pane allows Partners to configure much faster by providing guidance and warning icons next to configurable items. Benefits for 1-Tier Partners with access to CCW Configuration: New “Configuration Summary” pane provides greater information with fewer clicks. Configuration Summary automatically saves a click and allows Partners to complete their configurations faster and more accurately than ever before. Hyperlinked configurable items are displayed so the Partner can view configuration options on the right side of the Core Config page. Configuration Summary pane allows Partners to configure much faster by providing guidance and warning icons next to configurable items. Next Generation Configuration (NGC) Simplification

40 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 40 In this module, you will learn about: Configuration navigation panel enhancements: Option Selection Page Core Configuration User Interface Module Overview

41 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 41 Major Refresh to NGC User Experience When you click the Select Options link on the Items tab or the Quote tab, you will navigate to the list of product categories to begin configuration.

42 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 42 Major Refresh to NGC User Experience The product configuration page has been removed. The configuration process is now faster with one less step!

43 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 43 Major Refresh to NGC User Experience The options for your selected category or configurable options are now displayed on the right. To begin your product configuration, use the Configuration Summary pane displayed on the left of the screen. Note: Included components mapped to hidden or $0 Items will not appear on the product configuration page, but will be displayed on the Items page.

44 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 44 Major Refresh to NGC User Experience When the orange triangle icon is displayed next to a configurable item, it means that it requires configuration. When the orange triangle icon is displayed next to a warning message, action may be required prior to completing your configuration.

45 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 45 Major Refresh to NGC User Experience Items momentarily highlighted in yellow in the configuration summary pane indicates that the items highlighted were successfully added to your configuration. If you add multiple items at once, all successfully added items will be highlighted. All configurable SKUs are hyperlinked. Warning messages will display when a hyperlinked SKU requires configuration.

46 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 46 In this module, you learned about: Configuration navigation panel enhancements: Configuration Summary pane New legend of icons and highlighted components For Additional details on using these new features, see “NGC User Experience” in the Modular Training located in Partner Central. Major Refresh to NGC User Experience

47 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 47 Benefits for 1-Tier Partners with access to CCW Configuration: Tabbed Partner Interface (UI) that is easier to use and guides Partners through creating a B-series solution Fewer steps in the process Easily attach services Concise Summary Chassis auto-distribution Power consumption Benefits for 1-Tier Partners with access to CCW Configuration: Tabbed Partner Interface (UI) that is easier to use and guides Partners through creating a B-series solution Fewer steps in the process Easily attach services Concise Summary Chassis auto-distribution Power consumption Unified Computing Blade solution bundles (UCS-B)

48 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 48 Unified Computing Solutions UCS Blade-Centric Configuration In this module, you will see… The Blade centric configuration capabilities (available in third party configuration tools) are being enhanced in CCW to provide a Blade-centric experience and encourage the use of Next Gen Configuration (NGC). How to configure a Blade-centric solution by navigating through the following five tabs: Step 1: Blade Server Step 2: Chassis Step 3: Fabric Interconnect Step 4: Service Step 5: Summary Note: The new Blade-Centric Configuration User Interface will only display for NEW configurations of the N20 bundle or for edits made to the N20 bundle in this new UI (this new UI will not display when modifying an existing configuration made in the existing Config UI or when importing from NetformX).

49 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 49 UCS Blade-Centric Configuration > Overview New/Restore Configuration Entry Points – Quoting / Config / Order Step 1: Blade Server Blade Library UCS Blade Configurator Step 2: Chassis Chassis Preferences Auto/Manual distribution Chassis Config Add Empty Chassis Step 3: Fabric Interconnect FIC Preferences FIC Configuration Step 4: Services Available services for the user Services summary Step 5: Summary System level Power Calculation Concise summary

50 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 50 UCS Blade-Centric Configuration > Overview From the Items tab click Select Options to configure an N20 bundle. In the September release, the N20 bundle is the only bundle available for the blade- centric configuration. Note: All partners will be able to configure the N20 bundle, but only partners certified in ATP-DCUC or Data Center Architecture (DCA) or United Computing Technology (UCT), will be able to quote or order them in CCW.

51 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 51 UCS Blade-Centric Configuration > Step 1. Blade server The Step 1: Blade Server tab contains three components: My Blade Library section displays the list of previously saved Blade configurations. Click the Add button in Available Components to add an available Blade to the UCS Blade Servers Configurator where you will click to Configure the Blade. Click Next to continue to Step 2: Chassis.

52 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 52 UCS Blade-Centric Configuration > Step 2. Chassis From the Step 2: Chassis tab you will Apply Chassis Preferences and Auto ‑ Distribute blade servers among chassis. Add available components Configure the Chassis Power Consumption is displayed and updated with every change that is made. Click Next to continue to Step 3: Fabric Interconnect.

53 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 53 UCS Blade Centric Solution > Step 3: Fabric Interconnect From the Step 3: Fabric Interconnect tab you will Apply Fabric Interconnect Preferences Add the Fabric Interconnect Components Configure the Fabric Interconnect Power Consumption is displayed and updated with every change that is made. Click Next to continue to Step 4: Service

54 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 54 UCS Blade-Centric Configuration > Step 4. Service Step 4: Service Apply preferences for Technical Support. The Duration is only applied to selected service programs. The service will display below in the Services Added to Solution section with the Service Total. Click Next to continue to Step 5: Summary

55 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 55 UCS Blade-Centric Configuration > Step 5. Summary From the Step 5: Summary tab, you can view: Power consumption for the entire solution Blade components grouped by the options you defined Chassis combinations. Fabric Interconnect configurations Service SKUs displayed at the end of the configuration lines Service levels grouped by the product to which they are attached

56 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 56 In this module, you learned about: Blade-centric configuration capability for creating new UCS-B solutions (N20 bundle) Step 1: Blade Server Step 2: Chassis Step 3: Fabric Interconnect Step 4: Service Step 5: Summary For Additional details on using these new features, see: “Configuration for Cisco Unified Computing System Blade Solutions” in the Modular Training located in Partner Central Module Summary

57 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 57 Benefits to 1-Tier Partners Ordering through Distributors: 1-Tier Partners who do not have access to ordering through CCW now create Quotes with UCSS in CCW, but they must order through Legacy OT, using the Legacy SKUs and fulfilling through Distributor. This applies to the Legacy UCSS SKUs that are attached to products or ordered as standalone software subscriptions in Legacy OT Benefits to 1-Tier Partners Ordering through CCW: 1-Tier Early Adopter Partners can create Quotes or standalone Configurations in CCW and add UCSS SKUs as an option on a product (UCSS SKUs must be attached to a product to be eligible for ordering in CCW) Benefits to 1-Tier Partners Ordering through Distributors: 1-Tier Partners who do not have access to ordering through CCW now create Quotes with UCSS in CCW, but they must order through Legacy OT, using the Legacy SKUs and fulfilling through Distributor. This applies to the Legacy UCSS SKUs that are attached to products or ordered as standalone software subscriptions in Legacy OT Benefits to 1-Tier Partners Ordering through CCW: 1-Tier Early Adopter Partners can create Quotes or standalone Configurations in CCW and add UCSS SKUs as an option on a product (UCSS SKUs must be attached to a product to be eligible for ordering in CCW) Unified Communication Software Subscriptions (UCSS)

58 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 58 Important Points about the History of UCSS SKUs 1 st Generation SKU2 nd Generation SKU3 rd Generation SKU UCSS-UPC-3-1UCSS-U-UPC-1UCSS-U-UPC-3-1 Order in Market Place only RetiredOrder in CCW only Configure in NetformX, DCT, MLC or Excel only RetiredConfigure in Next Gen Config only Which Ordering tool will you use? Your answer determines which SKUs you use!

59 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 59 How to Select which UCSS SKUs to Use Which Ordering Tool will you use? Market Place Use the Legacy SKUs CCW Use the new SKUs

60 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 60 Format of the New UCSS SKUs

61 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 61 The steps of the Quote to Order process include: 1.Modify the Duration of UCSS on a CCW Quote Line Item 2.Add Technical Services to the Line Item 3.Submit the Quote for Approval and Convert the Approved Quote to an Order 4.Select a Contract Number from the Order 5.Submit the Order Unified Communication Software Subscriptions (UCSS) The only place to configure and order the new SKUs is in CCW!

62 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 62 Quote to Order Process: Modify the Duration of UCSS on a CCW Quote Select the Change Options link for a SKU with UCSS.

63 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 63 Quote to Order Process: Modify the Duration of UCSS on a CCW Quote In this example we will select the 24 month SKU and click Done in the Configuration Summary.

64 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 64 Quote to Order Process: Add Technical Services (ESW) To add Technical Services (ESW), click on the Select Service link.

65 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 65 Quote to Order Process: Add Technical Services (ESW) This opens the Change Services page. Click the Add Services link on the major line.

66 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 66 Quote to Order Process: Add Technical Services (ESW) In this example, click the plus icon next to CISCO OPERATE SERVICES IPCC ATTP. This reveals IPCC ATP Essential SW.

67 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 67 Quote to Order Process: Add Technical Services (ESW) Select the Technical Support Service, select the duration in the drop-down box and click OK. Note: ESW duration is required to match the UCSS duration.

68 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 68 Quote to Order Process: Add Technical Services (ESW) Finish the service configuration by clicking the Done button.

69 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 69 Quote to Order Process: Submit Quote for Approval Complete the quoting process and Submit the Quote for Approval.

70 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 70 Quote to Order Process: Order in CCW > Create a New Order Click the Create a new Order from this Quote link.

71 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 71 Quote to Order Process: Convert Quote to an Order You are now on the Order screen in the Items tab. Note that by default, the service contract number will be generated by the system for both ESW and UCSS. If you want to add these services to an existing contract or create a new contract number, click the SYSTEM GENERATED link for both UCSS and ESW.

72 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 72 Quote to Order Process: Convert Quote to an Order The Contract Number window opens. Select the appropriate option. Then Click Continue. The contract for UCSS and ESW will generate automatically once you submit your order in CCW.

73 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 73 Quote to Order Process: Submit Order Proceed through the tabs in the Order screen. In the Review and Submit tab, select the Terms and Conditions checkbox and click Submit Order.

74 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 74 In this module, you learned about: The benefits of the new UCSS SKUs What the new SKUs look like How to quote and then order software subscriptions For Additional details on using these new features, see: “ Unified Communication Software subscriptions (UCSS)” in the Modular Training located in Partner Central “UCSS Guide to Ordering” located in Partner CentralUCSS Guide to Ordering Unified Communication Software Subscriptions (UCSS)

75 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 75 1-Tier Partner Benefits: Provides Partners more flexibility and saves time while making changes before submitting quote-converted orders while protecting approved discounts. Improves your overall experience by removing approvals steps and reducing cycle time. 1-Tier Partner Benefits: Provides Partners more flexibility and saves time while making changes before submitting quote-converted orders while protecting approved discounts. Improves your overall experience by removing approvals steps and reducing cycle time. Discount Rationalization

76 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 76 In this module, you will learn about: Replacing a line item with another line item in the Order Detaching service lines from an Order Detaching a minor line and converting it into a major line Discount Rationalization

77 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 77 Discount Rationalization: Replacing a Configuration The Replace Configuration link allows you to replace the existing Configuration with another Configuration as long as the new major line is in the same product family as the old product family. This is true for a bundle, configuration, or a major line item. Click the Replace Configuration link.

78 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 78 Discount Rationalization: Replacing a Configuration A list of compatible configurations is displayed. Select the replacement item and click the Replace button. Applicable discounts, if any, will be applied on the replaced item.

79 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 79 Discount Rationalization: Detaching Services The Detach Service capability for a Delayed Service Order will allow you to detach non-mandatory service lines from an Order. To detach the service from the Order, click the red scissors icon next to the attached service you want to detach from both a Quote and Order. Notes: The Service items will still be present on the Quote. A mandatory service line cannot be detached.

80 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 80 Discount Rationalization: Detaching a Minor Line The Detach Service capability for a Delayed Service Order will allow you to detach non-mandatory service lines from an Order. To detach the service from the Order, click the red scissors icon next to the attached service you want to detach from both a Quote and Order. Notes: A mandatory service line cannot be detached. Detach = remove from the order, retain on the quote with the approved discounts. Change/Remove Service = remove from the order AND the quote.

81 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 81 In this module, you learned about: Replacing a line item with another line item in the Order Detaching service lines from an Order Detaching a minor line and converting it into a major line For Additional details on using these new features, see “Discount Rationalization” in the Modular Training located in Partner Central. Discount Rationalization

82 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 82 1-Tier Partner Benefits: Enables Partners to view RMA orders in CCW View Status in CCW View Order portlet Eliminates the need for Partners to search for status in the Order Status Tool (OST) Partners will be able to search by: RMA number Awaiting Authorization (AA) number All returns for a Bill-To Id for a date range All returns for a PO number for a date range 1-Tier Partner Benefits: Enables Partners to view RMA orders in CCW View Status in CCW View Order portlet Eliminates the need for Partners to search for status in the Order Status Tool (OST) Partners will be able to search by: RMA number Awaiting Authorization (AA) number All returns for a Bill-To Id for a date range All returns for a PO number for a date range Return Materials Authorization (RMA)

83 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 83 In this module, you will learn about: Viewing RMAs in the CCW Order portlet Return Materials Authorization (RMA)

84 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 84 Ability to View RMA Orders in CCW From the CCW Home Page, scroll to the Workspace Search and search (for example, by RMA Number) to view details of a RMA Order.

85 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 85 Ability to View RMA Orders in CCW When you click on the Sales Order number, you are directed to the Return Order page. On the Return Order page, the RMA Number and Return Order Type is displayed. Once the order is closed, the RMA status will display that the Order is Closed. When you click on the Sales Order number, from Orders on the Home page, you are directed to the Return Order page. Once the order is closed, the RMA status will display that the Order is Closed. These RMA fields are also displayed: the RMA Number, Return Order Type, Return Address, Return Instruction, Support, and Quantity.

86 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 86 In this module, you learned about: Viewing RMAs in the CCW Order portlet For Additional details on using these new features, see “Return Materials Authorization (RMA)” in the Modular Training located in Partner Central. Return Materials Authorization (RMA)

87 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 87 In this section we will show you a new mandatory field in CCW

88 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 88 End Customer Field Now Mandatory The End Customer is a new mandatory field when creating an Order. Not all fields are required at this time, however, the more information you supply, the more accurately we can determine the valid options and prices for your Order. If End Customer information is not known at this time (e.g. Request for Quote), please select an address similar to your own Billing information. Note: Accurate End Customer information is required to submit an Order.

89 Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 89 In this module, you will find… Advanced Services-Fixed

90 What’s in it for you? Ease of doing business with Cisco requires a simplified engagement model enabling “Standard” fixed-price services delivered by Cisco’s Advanced Services team. The time-consuming Statement of Work (SOW) process has been replaced by Single Service Descriptions available here: Fixed-scope professional services is a standalone service ordering model now available for all routes to market via CCW. In this September release of CCW, the system will automate the simplified ordering model for "standard" Advanced Services. The prices are published on the Global Price Lists and wholesale Price List (WPL) making them fixed priced. AS-Fixed Service Offerings are available for: Unified Computing Services (UCS) Collaborative Professional Services (CPS) Cisco TelePresence Service Provider Upgrade and Refresh Service Provider Mobile Packet Core WebEx Security Accelerator Availability of fixed scope services ordered through CCW will be based upon the partner eligibility to sell in the selected installation country with Single discounts applied – bypassing manual approval and giving Partners shorter deal to order times.

91 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 91 Advanced Services Ordering Model for Fixed Price Services

92 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 92 Advanced Services Ordering Model for Fixed Price Services Overview In this module, you will learn about : Understanding Standard (Single) vs. Group ASF SKUs Ordering Fixed Price Services Direct Ordering Fixed Price Services via Distributor

93 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 93 Fixed Price Services > Single vs Grouped AS-Fixed group SKUs are identified with the prefix “ASF-XXX-G”. The “G” indicates an AS-Fixed Group SKU. You may modify the quantity added if all services are intended for delivery to a single location. ASF Single SKUs do not have a “G” in the SKU and the quantity of Single SKUs defaults to “1” and cannot be modified.

94 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 94 Ordering Fixed Price Services Direct > CCW Workflow Enter Desired ASF SKU (along with any other SKUs being ordered) Enter Accurate Install Site and Contact Information into CCW Ordering Validate and Submit the Order Share Quote with the Distributor of your Choice The Install Site and Partner Contact Information are required on both the quote and the order. Entering the information in Quoting is not sufficient as this data does not copy over to the order screen. For that reason, most Partners with the ability to order directly from Cisco will create orders rather than quotes so that there is no need to enter information twice.

95 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 95 Ordering Fixed Price Services Direct > Create New Shipping Group When you navigate to the Shipping and Install tab, you will need to create separate shipping groups for each installation location you have on the order. Click the Create New Shipping Group to get started.

96 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 96 Ordering Fixed Price Services Direct > Change Group Click the checkbox to select the line item you want to assign to your new shipping group and then click the drop-down arrow next to Change Group to choose the correct installation shipping group.

97 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 97 Ordering Fixed Price Services Direct > Preferred Contact The Review and Submit tab is your last opportunity to verify that you have accurately entered the correct Name, Address and Contact Information for the Services Delivery Location. Enter the preferred contact details in this section of the Order to ensure that the services team can reach out to the right person if there are any questions or issues.

98 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 98 Ordering Fixed Price Services via Distributor > CCW Workflow Enter Accurate Install Site and Contact Information into CCW Create Quote for Desired ASF SKU (note no validation occurs with disti buy method) Share Quote with the Distributor of your Choice The Install Site and Partner Contact Information are required on both the quote and the order. Entering the information in Quoting is not sufficient as this data does not copy over to the order screen. You will have to make sure you enter the information correctly into the order as well.

99 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 99 Ordering Fixed Price Services via Distributor > Partner Contact and Install Site Information The Partner Contact and Install Site Information are critical when ordering through a distributor. Distributors use the information you populate here when they create the order on your behalf. Incorrect or insufficient information can potentially delay the order.

100 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 100 Advanced Services Ordering Model for Fixed Price Services In this module, you have learned how to: Understand Standard (Single) vs. Group ASF SKUs Order Fixed Price Services Direct Order Fixed Price Services via Distributor To access the complete AS-Fixed program training materials with the full workflow and broader Cisco business context: Check back in late September/early October 2011 for the latest CCW integrated training information.

101 Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 101 In this module, you will find… Distributor Quote to Order Channel Booking Neutrality (CBN) with Services

102 Enables users to order services with products for Channel Bookings Neutrality (CBN) orders placed in CCW Faster deal cycle times now that distributors can place CBN orders for partners with products and services directly within CCW, eliminating the need to use a separate tool for service orders and making it easier for the distributor to act on behalf of partners What’s in it for you?

103 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Tier Partner Benefits: Increase Order Accuracy Faster deal cycle time to booking When the Intended Use is Resale, the list of distributors will be filtered by those who are authorized to sell within the resellers territory. 1-Tier Partner Benefits: Increase Order Accuracy Faster deal cycle time to booking When the Intended Use is Resale, the list of distributors will be filtered by those who are authorized to sell within the resellers territory. Distributor Quote to Order

104 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 104 In this module… 1-Tier Partners who are quoting indirect will understand that: A valid configured quote is required for Distributors to convert Partner Quotes to Orders. Additions when quoting indirect must be done by the partner for discounts and re-approval. Distributor Quote to Order

105 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 105 Distributors Quote to Order Partners must select Resale as Intended Use if ordering through a Distributor. The Distributor can only convert quotes to orders if the intended use is Resale.

106 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 106 Distributors Quote to Order The Buy Method must be the same distributor for all line items in the quote. All line items on the quote must be valid for the Distributor to Convert the partner initiated quote to an Order.

107 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 107 Distributors Quote to Order As a best practice, Partners should Re-Open an approved quote to make changes such as updating the quantity or adding items.

108 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 108 In this module… Partners understand that: A valid configured quote is required for Distributors to convert Partner Quotes to Orders. Additions when quoting indirect must be done by the partner for discounts and re- approval. For Additional details on using these new features, see “Distributor facilitated Actions on Behalf of Partners” in the Modular Training located in Partner Central. Distributors Quote to Order

109 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Tier Partner Benefits: Distributor will no longer be required to place service orders separately. Distributor will also be able to quote standalone service items as CBN (however the Distributor will need to order the standalone service in Ordering Tool). 1-Tier Partner Benefits: Distributor will no longer be required to place service orders separately. Distributor will also be able to quote standalone service items as CBN (however the Distributor will need to order the standalone service in Ordering Tool). Channel Booking Neutrality (CBN) with Services

110 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 110 Partner Resources > Where to Get Help Partner Central CCW Website – Access will be available to the latest self-paced e-Learning, demos, presentations, videos, and quick reference guides (Check back in late September and October as materials are added)Partner Central CCW Website Partner CCW Overview Video – See the link at the top of the Partner Central landing page to see a quick video on demand on the benefits of the WorkspacePartner CCW Overview Video Partner Help Line - Channel Partner support for all pre-sales support needsPartner Help Line

111 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 111 In this course you explored the 7.0 enhancements to Cisco Commerce Workspace in the following key areas: CCW Quoting and Other User Interface Enhancements Configuration and Ordering Enhancements CCW Support of the Distributor Reseller Selling Model Cisco Services Capabilities Directly within CCW For access to the ongoing latest CCW training materials, please visit Partner Central: ommerce_workspace.html#~2

112 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 112 What Do We Need You to Know? When your Cisco Account Manager asks for an Excel BOM, send them a Configset ID and Key or route/share a Configuration instead Valid Configurations are necessary… use NGC, DCT, MLC, Netformx, etc –upload into CCW! When your Cisco Account Manager asks for an Excel BOM, send them a Configset ID and Key or route/share a Configuration instead Valid Configurations are necessary… use NGC, DCT, MLC, Netformx, etc –upload into CCW! We are Asking You and Our Sales Teams to Work in a New Way… When Partners make changes to an AM initiated quote, non-standard pricing must be updated and re-approved by the Cisco AM– feel free to remind them! When your Cisco Account Manager sends you a Deal ID, ask them to “collaborate” with you from SFDC This way you can see, edit and order the quote from within CCW When your Cisco Account Manager sends you a Deal ID, ask them to “collaborate” with you from SFDC This way you can see, edit and order the quote from within CCW


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