Version No Revision Date Description of Change Revision Author 11 8312011 Slide 50 Removed from text box as it is not accurate These UCSB configs are orderable in legacy Ordering Tool ID: 448433
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Slide1
Document Revision History
Version
No.
Revision
Date
Description
of Change
Revision
Author
11
8/31/2011
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 113-119:
Added Partner Program Platform slides to
Addendum
Lynette
Bartel
13
9/2/2011
“End Customer “ is now mandatory when creating Orders.
Slide 3
(Table of Contents)
Slides 87 and 88 are new
Lynette
14
9/6/11
Slide 67-68:
Update
UCSS
screenshots to show
ESW
duration = 24 months
Delete Addendum
15
9/7/11
Slide 100: Remove link to WIKISlide2
Live Training Session
1-Tier Partners
Cisco Commerce Workspace 7.0Slide3
Course Introduction
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 EnhancementsCisco Services Capabilities Directly within CCW CCW Support of the Distributor Reseller Selling Model for when 1-Tier Partners Order Indirect Slide4
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*
View and Share Enhancements
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
Advanced Services-Fixed
Cisco Services Capabilities Directly within CCW
Next Generation Configuration (NGC) Simplification
Unified Computing Blade solution bundles (UCS-B)Unified Communication Software Subscriptions (UCSS) Discount RationalizationReturn Materials Authorization (RMA)End Customer Field
Configuration and Ordering Enhancements
Table of Contents – Click any underlined section to navigate to a topic:Slide5
CCW Quoting and Other Partner Interface Enhancements
In this module, you will find…
View and Share Enhancements
Cisco AM Created and Collaborated Quote (Multiple Quotes per Opportunity)Slide6
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?Slide7
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 email
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 EnhancementsSlide8
In this module, you will learn about:
Creating Sharing Preferences
Sharing Deals, Configurations, and Orders
Accessing a Shared Deal
View and Share EnhancementsSlide9
In this lesson, we will begin by creating a contact list to automatically share documents.
Creating Sharing PreferencesSlide10
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.Slide11
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.Slide12
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.Slide13
In this lesson, we will begin by sharing a Deal and revoking sharing access after it has been granted.
Sharing Deals, Orders and ConfigurationsSlide14
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.Slide15
Sharing a Deal
Next, click the
Share
link
.Slide16
Sharing a Deal
From the
Share Deal
page, you can now add new contacts via:
Team Alias
Contact Name
Non-Cisco Email Address or email that is not associated with the Cisco.com IDSlide17
Sharing a Deal
For any unconfirmed emails, the
Receive Email 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.Slide18
In this lesson, we will view a shared deal.
Access a Shared DealSlide19
Access a Shared Deal
If the Deal was shared with a Cisco email address (or an email 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 email address (or an email 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 email 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”.Slide20
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 SummarySlide21
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)Slide22
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.
W
ill 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…Slide23
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.Slide24
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…Slide25
In this lesson, we will view the changes that have been made to the
CCW
User Experience.
Enabling a Consistent Experience Across Quoting and OrderingSlide26
In this module, you will learn about:
Enhancements made to the:
Items Tab
Discount Tab
Shipping and Install Tab
Billing TabReview and Submit Tab
Common
Utilities
Enabling Quoting and OrderingSlide27
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.Slide28
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 Email links have been added.Slide29
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 Email links have been added. A Delete link has been added for unsubmitted orders.
Items TabIf 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.Slide30
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 TabProducts 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 TabNew Shipping Groups can be created on the Shipping and Install tab.Product quantities will be displayed on the Shipping and Install tab.Slide31
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 SummarySlide32
In this module, you will learn about the Enhanced Product Search Functionality
Find ProductsSlide33
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.Slide34
Find Products > Product Family Search
Select
Product Family
. The
Drop-down
menu
will display the Product Families available.
Click the
Search button.Slide35
Find Products > Product Family Search
The
Results
will only display the products that are on your price list.Slide36
Find Products > Product Description SearchSlide37
Configuration and Ordering Enhancements
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 OrderingSlide38
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?Slide39
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) SimplificationSlide40
In this module, you will learn about:
Configuration navigation panel enhancements:
Option Selection Page
Core Configuration User Interface
Module OverviewSlide41
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.Slide42
Major Refresh to NGC User Experience
The product configuration page has been removed. The configuration process is now faster with one less step!Slide43
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.Slide44
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.Slide45
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. Slide46
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 ExperienceSlide47
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)Slide48
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 InterconnectStep 4: ServiceStep 5: SummaryNote: 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). Slide49
UCS Blade-Centric Configuration > OverviewSlide50
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. Slide51
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.Slide52
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 ChassisPower Consumption is displayed and updated with every change that is made.Click Next to continue toStep 3: Fabric Interconnect.Slide53
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: ServiceSlide54
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: SummarySlide55
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 linesService levels grouped by the product to which they are attachedSlide56
In this module, you
learned
about:
Blade-centric
configuration capability for creating new UCS-B solutions (N20 bundle)
Step 1: Blade ServerStep 2: ChassisStep 3: Fabric Interconnect
Step 4: Service
Step 5:
SummaryFor Additional details on using these new features, see: “Configuration for Cisco Unified Computing System Blade Solutions” in the Modular Training located in Partner CentralModule SummarySlide57
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) Slide58
Important Points about the History of UCSS SKUs
1
st
Generation SKU
2
nd
Generation SKU
3
rd Generation SKUUCSS-UPC-3-1UCSS-U-UPC-1UCSS-U-UPC-3-1Order in Market Place onlyRetiredOrder in CCW only
Configure in NetformX, DCT, MLC or Excel onlyRetiredConfigure in Next Gen Config onlySlide59
How to Select which UCSS SKUs to UseSlide60
Format of the New UCSS SKUsSlide61
The steps of the Quote to Order process include:
Modify the
D
uration of
UCSS
on a CCW Quote Line ItemAdd Technical Services to the Line Item
Submit the Quote for Approval and Convert the Approved Quote to an Order
Select a Contract Number from the Order
Submit the OrderUnified Communication Software Subscriptions (UCSS) The only place to configure and order the new SKUs is in CCW!Slide62
Quote to Order Process: Modify the Duration of
UCSS
on a
CCW
Quote
Select the
Change Options
link for a SKU with
UCSS.Slide63
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. Slide64
Quote to Order Process: Add Technical Services (
ESW
)
To add Technical Services (ESW), click on the
Select Service
link.Slide65
Quote to Order Process: Add Technical Services (ESW)
This opens the Change Services page. Click the
Add Services
link on the major line.Slide66
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. Slide67
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.Slide68
Quote to Order Process: Add Technical Services (ESW)
Finish the service configuration by clicking the
Done
button.Slide69
Quote to Order Process: Submit Quote for Approval
Complete the quoting process and
Submit the Quote for Approval. Slide70
Quote to Order Process: Order in CCW > Create a New Order
Click the
Create a new Order from this Quote
link.Slide71
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.Slide72
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. Slide73
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
. Slide74
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 CentralUnified Communication Software Subscriptions (UCSS) Slide75
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 RationalizationSlide76
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 lineDiscount RationalizationSlide77
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.Slide78
Discount Rationalization: Replacing a Configuration
A list of compatible configurations is displayed. Select the replacement item and c
lick the
Replace
button.
Applicable discounts, if any, will be applied on the replaced item.Slide79
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. Slide80
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. Slide81
In this module, you
learned
about:
Replacing a line item with another line item in the Order
Detaching service
lines from an OrderDetaching a minor line and converting it into a major lineFor Additional details on using these new features, see “Discount Rationalization” in the Modular Training located in Partner Central
.
Discount RationalizationSlide82
1-Tier
Partner
Benefits:
Enables
Partners
to view RMA orders in CCW View Status
in
CCW
View Order portletEliminates the need for Partners to search for status in the Order Status Tool (OST)Partners will be able to search by:RMA numberAwaiting Authorization (AA) numberAll returns for a Bill-To Id for a date rangeAll returns for a PO number for a date rangeReturn Materials Authorization (RMA)Slide83
In this module, you will learn about:
Viewing RMAs in
the
CCW
Order portletReturn Materials Authorization (RMA)Slide84
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. Slide85
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.Slide86
In this module, you learned about:
Viewing RMAs in
the
CCW
Order portletFor Additional details on using these new features, see “Return Materials Authorization (RMA)” in the Modular Training located in Partner Central.
Return Materials Authorization (
RMA
)Slide87
In this section we will show you a new mandatory field in
CCW
End Customer FieldSlide88
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. Slide89
Cisco Services Capabilities Directly within CCW
In this module, you will find…
Advanced Services-FixedSlide90
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:
www.cisco.com/go/servicedescriptions
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 RefreshService Provider Mobile Packet CoreWebExSecurity AcceleratorAvailability 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.Slide91
Advanced Services Ordering Model for Fixed Price Services
Partner Benefits:
Enhanced Partner experience:
Streamlined the ordering
process for fixed price services with the addition of (ASF) SKUs
Orderable
at product point of sale (POS)
Reduction in quoting & ordering cycle time from weeks to days.
Increased scalability for both Cisco Branded & Collaborative Service offers
Faster Time-to-Market - no scope nor price negotiationSlide92
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 DistributorSlide93
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. Slide94
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.Slide95
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. Slide96
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.Slide97
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. Slide98
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.Slide99
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.Slide100
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
DirectOrder 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 .Slide101
Enhancements to the Distributor Experience for 1-Tier Partners Ordering Indirect
In this module, you will find…
Distributor Quote to Order
Channel Booking Neutrality (CBN) with ServicesSlide102
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?Slide103
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 OrderSlide104
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 OrderSlide105
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.Slide106
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.Slide107
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.Slide108
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 OrderSlide109
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 ServicesSlide110
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
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 Workspace Partner Help Line - Channel Partner support for all pre-sales support needsSlide111
Course Summary
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:http://www.cisco.com/web/partners/events/commerce_workspace.html#~2Slide112
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
C
onfigurations
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 SFDCThis way you can see, edit and order the quote from within CCW