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This presentation guides customers from learning to using the service, establishing the evaluation plan and joint accountability. It assures expertise, methodology, and experience, ensuring no details are missed. Presented during the Develop Phase.
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Hidden Slide: How to use the Customer Decision Framework Presentation with Customers • What is this: This presentation aims to set the context for the customer on how we will go from point A (learning) to point B (using the service). It sets up your evaluation plan (Eval Plan) and drives joint agreement & accountability on who will do what, with whom and by when. These conversations remain the same for BPOS and Office 365. • What message & tone do we set with this presentation: • We demonstrate expertise & methodology • We instill confidence that we have done this before and have experience. The eval plan process ensures we don’t miss anything and we take everything into account. • When to present: in Develop Phase • After: Deal Is well qualified (why cloud, why Microsoft, why now) • Solution/Tech Briefing & Showstopper (Cloud Principles) Discussion • Before: Solution Alignment Workshop
Presenter NameTitle Office 365 Enterprise Customer Decision Framework and Joint Evaluation Plan
Decision Framework and Joint Evaluation Plan • Decision Framework Overview • Confirm Initiative Executive Sponsors • Confirm Full Project Teams on Both Sides • Confirm Events & Timelines Driving Project • Define Detailed Evaluation Plan and Resources Required
Office 365 Decision Framework Summary Capability & Technical Fit Business Value Security, Privacy, Data Sovereignty Legal and Compliance Transaction Governance Services and Support Partner
Office 365 Decision Framework Summary ENVISION (0%) ALIGN (10%) EVALUATE (20%) CONFIRM FIT (40%) DUE DILIGENCE (60%) FINALIZE & SIGN (80%) PREPARE/ MIGRATE/ DEPLOY (100%) 1 2 3 4 5 6 7 Cloud Briefing Security, Privacy, Data Sovereignty [ 1-3 steps] Capability & Technical Fit [ 5 steps] Business Value [ 3 steps] Legal and Compliance [ 3 steps] Transaction / Procurement [ 4 steps] Governance[Ongoing] Services & Support [7 steps] Partners[7 steps]
The Journey to Deployment Start: Key Events ENVISION (0%) ALIGN (10%) EVALUATE (20%) DUE DILIGENCE (60%) FINALIZE & SIGN (80%) PREPARE/ MIGRATE/ DEPLOY (100%) 1 2 3 4 5 6 7 CONFIRM FIT (40%) • Deployment Planning/ • Design • Evaluation • Plan • Prepare / Migrate/ Deploy
Cloud Principles Highly Configurable - Not Customizable 1 Services Under the Microsoft Security Policy 2 Data Location and Transfers 3 No Customer Right to Audit 4 Capped Liability 5 Customer must Remain Current 6 Comfortable with our Roadmap 7 Comfortable with Deployment Lifecycle 8
Decision Framework in Detail-Capability & Technical Fit Insert names Envision (0%) Align (10%) Evaluate (20%) Confirm Fit (40%) Due Diligence (60%) *For Deployment Discussions at Confirm Fit/40%: SE in Major and where assigned. Services Desk or partner equivalent for in all other accounts. SE: If appropriate, follow up on Premier Support needs. If technical requirements not met for BPOS/O365 opportunity, discuss Microsoft’s remediation options.
Decision Framework in Detail-Business Value Insert names Envision (0%) Align (10%) Evaluate (20%) Confirm Fit (40%) Due Diligence (60%)
Decision Framework in Detail-Legal & Compliance Insert names Align (10%) Evaluate (20%) Due Diligence (60%)
Decision Framework in Detail-Security, Privacy & Data Sovereignty Insert names Envision (0%) Align (10%) Evaluate (20%) Confirm Fit (40%)
Decision Framework in Detail- Services (Part 1) Insert names Align (10%) Evaluate (20%) Confirm Fit (40%)
Decision Framework in Detail-Services (Part 2) Due Diligence (60%) Insert names Prepare/ Migrate/ Deploy 100%)
Decision Framework in Detail-Support Insert names Align (10%) Confirm Fit (40%) Due Diligence (60%)
Decision Framework in Detail-Partner Insert names Align (10%) Evaluate (20%) Evaluate (20%) Confirm Fit (40%) Due Diligence (60%) Finalize & Sign (80%) Prepare/ Migrate/ Deploy(100%)
Decision Framework in Detail-Transaction Evaluate (20%) Insert names Confirm Fit (40%) Due Diligence (60%)
Decision Framework in Detail-Governance Insert names Align (10%) Evaluate (20%) Confirm Fit (40%) Due Diligence (60%)
EPG Non-Technical Roles EPG Technical Roles CDF/MSSP Resource Orchestration Summary Reference latest Office 365 Field Playbook for full details: http://businessonline SMSP CAM-S SMSP CTM