Transcript Planning Services Completion Report training

Channel Incentives
Platform
Filling |and
Submitting
the
Planning Services
Completion Report
[email protected]
Transparency
Simplicity
Engagement
http://channelincentives.microsoft.com
1
Session Abstract
| Channel Incentives Platform
The 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.
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Agenda
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 Opening the Planning Services Completion Report (available on all Program
websites) and workarounds for Problems Opening the Planning Services
Completion Report
 Filling out the Planning Services Completion Report
 Required vs. Optional Deliverables
 Submitting the Planning Services Completion Report
 Uploading Planning Services Completion Report to VVR Tool
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Workarounds - Problems Opening the Planning Services
Completion Report -
| Channel Incentives Platform
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 https://msftxdps.com/SitePages/template.aspx 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:
1. Start Planning Services Completion Report
2. Type File/Open, and paste in this URL: Planning Services Completion Report Workaround
3. Click OK
4. Login into Live ID when prompted.
5. If prompted enter your Live ID credentials again
6. The form should open
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Step 1: Open the Planning Services Completion Report
| Channel Incentives Platform
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)
1. Type of Engagement
2. Was engagement a POC
3. Was engagement funded
4. Organization name
5. Partner Type
6. Consultant name
7. Consultant MCP ID
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Part 2 - Filling Out the Planning Services Completion Report
| Channel Incentives Platform
1.
Customer Organization name
2.
Primary contact e-mail
3.
Primary contact phone #
4.
Primary department
5.
How was engagement initiated
6.
Start date
7.
End Date
8.
Will customer move forward with recommendations
9.
When will customer move forward
10. Did customer hire you for improvements
11. Customer satisfaction level
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Part 3 - Filling Out the Planning Services Completion Report
| Channel Incentives Platform
1.
Engagement duration
2.
Total number of desktops
3.
What is the current OS version
4.
What is current Office version
5.
What is current browser version
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Part 4 – Filling Out the Planning Services Completion Report
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1.
Location of PoC delivery
2.
What computing environment was deployed
3.
What office suite was deployed
4.
What modules of MDOP were used
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Part 5 – Filling Out the Planning Services Completion Report
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1.
Identify apps that would prevent deployment
2.
Any docs. or add-ins that would prevent deployment
3.
Proposed next step
4.
Plans to deploy within next year
5.
Windows 7 timeline
6.
Office 2010 timeline
7.
MDOP timeline
8.
IE8 timeline
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Part 6 – Filling Out the Planning Services Completion Report
| Channel Incentives Platform
1.
Customer satisfaction rank
2.
Would customer do case study
3.
Was supporting content sufficient for engagement
4.
Was hydration kit sufficient for POC
5.
Suggested improvements
6.
Attach deliverables
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Required vs. Optional Deliverables
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Step 2: Submit Planning Services Completion Report
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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.
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Step 3: Upload Planning Services Completion Report to VVR
Tool
| Channel Incentives Platform
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.
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List of Resources
| Channel Incentives Platform
List of Resources :
•
Jumpstart POC - http://iwsolve.partners.extranet.microsoft.com/ddps/readiness_training.asp
•
Link for creating, assigning, and redeeming DDPS vouchers http://iwsolve.partners.extranet.microsoft.com/ddps/conducting_engagements.asp
•
Microsoft Connect - http://connect.microsoft.com/pocjumpstart
•
Contact [email protected] for further questions in regard of DDPS funded POC
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