Fred Pursell Senior Marketing Manager, SMB&D Shonda Anderson-Williams, Central Region General Manager, SMB&D

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1 Assess Your Tech and Licensing Needs with Resources from Microsoft Fred Pursell Senior Marketing Manager, SMB&D Shonda Anderson-Williams, Central Region General Manager, SMB&D

2 Today s experts: Fred Pursell, Senior Partner Marketing Manager, SMB&D Fred is the US SMB lead for Licensing and Promotions. An MCP in Licensing, he has 11 years experience helping customers and partners identify the most advantageous way to buy software and services to maximize the value of their Microsoft investments. He has also served in marketing roles in the Computer- Aided-Design and Networking industries, and as a consultant. Away from the office, Fred is focused on enjoying his wife Julie and 4 children; Erin, Abe, Casey and Maia. And when he s not pulling oars or paddles through the blue waters of the Pacific NW, he spends time hiking and exploring nature. Shonda Anderson-Williams, Central Region General Manager, SMB&D In Shonda s current role, she is focused on growing key Microsoft products and services in SMB&D. In addition to Microsoft, Shonda has 11+ years of hardware, software and professional services sales and channels experience and has been featured in a number of articles and publications such as Fortune Magazine, Seller Power Magazine, and the Dallas Morning News. On a personal note, Shonda lives in the Houston area with her husband, Troy, and 3 beautiful children, Sydney, Lauren, and Myles. She enjoys spending time with her family and is active in her church and community.

3 Agenda Licensing options for SMBs Cloud opportunities Why work with a Microsoft partner? Microsoft Licensing Statement (MLS report) Customer offers and resources Next steps

4 Ways to buy a License

5 Why a Volume Licensing Agreement?

6 Open Programs for Small and Midsize Businesses Transactional Purchasing Customers who are interested in Standardizing Desktops Order when needed. Pay as you go Software Assurance 1 purchase is OPTIONAL Open is 2 year, Select Plus contract does not expire Commit to standardize all of organization s desktop with Microsoft s Enterprise Products 2 and obtain better pricing Software Assurance is INCLUDED 3 year contract term Small and Mid-Sized Organizations Less than 250 Desktops Open License Open Value Nonorganization wide commitment vs. Organization wide commitment Open Value Subscription Large Organizations More than 250 Desktops/Users Microsoft Product and Services Agreement Enterprise Agreement Perpetual Subscription Online Services 1 Software Assurance helps boost organizational productivity with 24x7 support, deployment planning services, end-user and technical training, and the latest Microsoft software releases, unique technologies, and extensive use rights all in one cost-effective program. 2 Enterprise Products include Office, Windows OS and Client Access License (CAL) Suites. Committing to all 3 of these may qualify for further price discount.

7 Open Value: the gold standard for maximizing benefits and support OV and OVS include Software Assurance, which helps customers get the most out of their software spending through each phase of Software Management. Are you interested in centralized purchasing and asset management for your Microsoft software and services? Volume Licensing Open Value and Open Value Subscription Programs are ideal for organizations that want to: Simplify license management Manage software costs Get better control over their investment

8 Today s technology trends are sparking opportunity Modern organizational needs are changing. 70 percent of CIOs will embrace a cloud-first strategy in I need my company to be able to quickly bring new services to market. The projects I plan must drive new market opportunities, scale rapidly to meet business demand, and be cost effective. I need to ensure sensitive data is protected and that we derive maximum value from our technology investments. A cloud strategy can address these needs.

9 Cloud Services available through Volume Licensing

10 You first need to know what software you already have rights to, starting with a comprehensive application inventory. Key first step in moving to the cloud Based upon this, you can: Develop your adoption strategy Identify required characteristics of remaining applications Prioritize and identify candidates for the cloud Adopting Software Asset Management principles eases the application inventory process, identifying license and usage patterns.

11 Get modern with a Microsoft Partner Someone who understands: You, Your business needs, Your concerns Someone who understands: The technology, How to use and implement it, How to properly license it

12 Microsoft Licensing Statement (MLS Report) FOLLOW THESE STEPS: Request an MLS Report from your preferred partner via simply write I authorized partner xyz to request an MLS report on my behalf after which they will forward to their Partner Sales Executive (PSE) who will reply all with the report. Consider complimenting this resource with asset management reporting (i.e. Windows Intune or equivalent) to yield a holistic view of license ownership including any FPP & or OEM licenses. Leverage your partner to discover any inmarket incentives, rebates or offers that may assist in lowering the cost of your licensing needs Take note that many of Microsoft s Cloud offerings represent a consolidation & simplification of on premise licensing requirements. Your partner can review with you and provide prescriptive guidance on moving workloads Office 365, EMS, CRM Online & Azure.

13

14 Key Customer Offers Name Customer Offers* End Date Renew to the Cloud Connect with Customers Corporate Buyback Program O365 Add Ons Visual Studio MSDN Promotion Provides 20% discount on O365 ProPlus, and 15% discount on O365 E3. On Price List - first year of service only. Offer is limited to Annuity Customers with active Software Assurance. 32.7% off MSRP for CRMOL with Office 365 first year of service only. New customers: as low as $56.25 per user per month for O365 Business Premium + CRMOL.. On Price List through Open License, Open Value and Open ValueSubscription, and discount eligibility includes CRMOL purchases with new or existing O365 Business Premium or E3/E4 Plans. Corporate customers (which includes SMBs) can get up to $350 per device back when they trade up from ANY phone, tablet or PC that does not have Windows 8. Off Price List; customers still need to check the website to get a quote. Discounts of up to 45% off on Office 365 for customers with companywide coverage on Office Professional Plus and/or Core Cal. Actual discount depends on current product mix, and provides an O365 migration path for customers with active Companywide Agreements (CW). On Price List: OV and OVS only. MSDN eligible customers within the SMSP segment have the opportunity to upgrade to Premium and Ultimate licenses at a discounted price. Visual Studio Professional with MSDN 15% discount Visual Studio Premium with MSDN 20% discount Visual Studio Ultimate with MSDN 25% discount Offer valid only for new purchases, and not for renewal licenses. There is a cap of 20 licenses maximum per order at the discounted price. 7/31/2015 6/30/2015 6/30/2015 Ongoing 6/30/2015 *All offers subject to T&Cs

15 Resources for Volume Licensing Customers

16 Volume Licensing Service Center Products, Benefits, Subscriptions The Volume Licensing Service Center (VLSC) gives you easy access to: Download products and keys Access all your licensing information in one location View your relationship summary and license summary details Review the status of your enrollments Activate and consume Software Assurance benefits

17 Next Steps and Q&A

18

19

20 Microsoft Licensing Statement (MLS) Report Example: License Summary Tab License Summary Review the summary of Effective Quantities by product and version to analyze what licenses your organization is entitled to use.

21 Microsoft Licensing Statement (MLS) Report Example: Transaction Summary Tab Transaction Summary Use this tab to quickly view and filter the detailed transaction data included in the Microsoft License Statement

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