Mobile Productivity
Deployment Planning
Consultant Guide
Software Assurance Planning Services
Mobile Productivity Deployment Planning Consultant Guide
Table of Contents
Introduction......................................................................................................................................................................................... 2
About Software Assurance Planning Services................................................................................................................. 2
About the Mobile Productivity Planning Engagements ..................................................................................................... 2
Engagement Descriptions ...................................................................................................................................................... 2
Suggested Engagement Outcomes .................................................................................................................................... 4
Required Engagement Outcomes ....................................................................................................................................... 4
Engagement Delivery Outline ............................................................................................................................................... 4
Partner/Consultant Requirements .............................................................................................................................................. 5
Business Objectives................................................................................................................................................................... 5
Partner Requirements .............................................................................................................................................................. 6
Consultant Requirements ....................................................................................................................................................... 6
About the Engagement .................................................................................................................................................................. 6
Recommended Pre-Engagement Activities ..................................................................................................................... 6
Conducting the Engagement ....................................................................................................................................................... 8
Completion and Results .............................................................................................................................................................. 11
Required Deliverables ........................................................................................................................................................... 11
Next Steps ................................................................................................................................................................................. 11
Program Feedback......................................................................................................................................................................... 11
Resources .......................................................................................................................................................................................... 11
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Mobile Productivity Deployment Planning Consultant Guide
Introduction
This delivery guide helps partners and consultants understand and deliver the Mobile Productivity Deployment
Planning engagements through the Software Assurance Planning Services program. This covers a wide range of
aspects including the engagement process, preparing for delivery, delivery execution guidance, and
recommended/required completion activities.
About Software Assurance Planning Services
Software Assurance offers a range of tools and resources to help Microsoft’s Volume Licensing customers
deploy, manage and maximize their purchases.
Software Assurance Planning Services provide customers planning assistance from qualified partners or
Microsoft Consulting Services. These structured engagements help guide the customer’s IT staff through
implementation planning and help ensure efficient deployments through collaborative planning built on best
practices.
A customer receives an amount of Planning Services days based on the type and number of licenses with
Software Assurance the customer has purchased.
About the Mobile Productivity Deployment Planning Engagement
With iOS, Android, and Windows Phone smartphones now capturing 99.3% of the smartphone OS market share
(source IDC, Aug 2015: Android 82.8%, iOS 13.9%, Windows Phone 2.6%), there is no better time than now to
think about how organisations can help employees access their work information on their mobile devices (from
Apple iPads/iPhones to Samsung Galaxy smartphones or Microsoft Lumia) whilst still protecting corporate data.
The Mobile Productivity Deployment Planning engagements are designed to help customers understand how
activating the office applications on employees’ mobile devices will deliver productivity benefits to the
business. These engagements are offered to help you, the Mobile Productivity partner, envision and prepare
the customer for a successful onboarding experience. The engagements should be delivered during your sales
or planning activities and will provide a proven and defined method to ease transition, amplify user
engagement, reduce project risk, and provide faster time to value.
The planning engagements, getting started content, and scenarios presented by the delivery partner are a first
step to a great Microsoft service experience. The process is designed to help the customer discover the
capabilities of an activated office mobile, the business benefits and produce an outcome where the customer
has a recommended approach to deployment with clearly defined next steps.
Engagement Descriptions
These engagements provide a flexible yet structured methodology to lead the customer’s service experience.
The engagements listed below will enable a partner to:

Help your customer envision and provide a deployment plan with a consistent experience

Demonstrate mobile productivity domain expertise and differentiate your skillset

Gain a detailed understanding of the customers’ environment and business priorities

Highlight next steps and define success criteria for the customer
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Mobile Productivity Deployment Planning Consultant Guide

Accelerate value and time to market with the service for the customer
Engagements can be 1, 3, 5, 10, 15 days in length and customized to the customer’s current environment,
requirements and desired engagement length.
Partners are expected to adjust both the breadth and depth of the topics covered based on direct customer
knowledge and consultant insight. If the customer engagement requires more effort in a specific area, the
focus on the topic should be amended by the delivery team accordingly.
1-day Mobile Productivity Strategy Briefing
This engagement helps customers envision how activating the office applications on employee’s mobile
devices will deliver productivity benefits to the business. The benefit to the customer is an opportunity to work
with an expert to discover the capabilities of office mobile and the business benefits. The outcome is an
understanding of Office for Mobile capabilities and a high-level approach to deployment with clearly defined
next steps.
Suggested activities to undertake in this engagement include:

High level planning workshop to understand project objectives, challenges and success criteria of a mobile productivity
solution deployment project

Complete high level Preliminary Deployment Plan
3-day Mobile Productivity Envisioning Workshop
A 3-day engagement can help customers envision their Office Mobile Productivity solution. It will build upon
what is provided in a 1-day engagement with additional time spent on technical deep-dives, extensibility
scenarios and deployment planning. The outcome is a deeper understanding of how specific Mobile
Productivity capabilities (including protecting corporate data) maps to their business priorities and a
recommended approach to deployment with clearly defined next steps.
Suggested additional activities to undertake in this engagement include:

Detailed planning workshops by workload to understand project objectives, challenges and success criteria of a mobile
productivity deployment

Setup of a ‘POC’ environment to help stakeholders familiarize themselves with capabilities of office for mobile and may
include but not limited to extensibility scenarios (sample Office Add-ins) and data protection scenarios (Intune and Azure
RMS)

Technical workshops to address specific customer concerns

Complete detailed Preliminary Deployment Plan
5, 10, or 15-day Mobile Productivity Envisioning Workshop
Engagements of this length builds upon what is provided in a 3-day engagement to deliver and implement a
proof of concept Office Add-in and/or EMS solution that addresses one or more of the business problems
identified in the 3-day engagement. The outcome is to allow the experience how mobile productivity can be
used to address their organisation’s business problems and helps to identify and address potential challenges
with implementing such a solution in their organisation. The length of engagement will be dictated by the
effort (in terms of complexity and/or quantity) required to implement the proof of concept solution(s). Aside
from getting a Preliminary Deployment Plan, the customer will also get a POC solution that has been built for
them by the partner.
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Mobile Productivity Deployment Planning Consultant Guide
At the end of each engagement, customers will be provided a Preliminary Deployment Plan which provides an
overview of the business benefits of deploying mobile office applications, and in addition a plan to get office
mobile deployed to their organisation (the level of detail will depend on the length of the engagement).
Suggested Engagement Outcomes
The engagement’s primary intent is to help the partner gain a better understanding of the customer’s goals
and/or understand the current state of their IT assets.
When you deliver an engagement, regardless of the length, the following activities are recommended.
However, you may design the engagement to fit your customer’s needs, so long as the outcomes outlined in
the Required Outcomes section are completed and submitted. Suggested engagement track:

Create a demonstration environment with which the capabilities of office for mobile and data protection (EMS) could be
demonstrated

Spend time understanding customer business objectives.

Clearly define criteria for success of a mobile productivity deployment.

Technical validation of service integration in customers’ landscape.
Required Engagement Outcomes
The following are the required outcomes that must be completed and submitted:

Deliver Deployment Plan and review findings
These items must be submitted to Microsoft as proof of payment (see Deliverables required for payment for
more information).
These engagements should enable the partner to map out a deployment plan to accelerate deployment of
mobile productivity and build a service roadmap for the customers’ ongoing adoption of the service.
Engagement Delivery Outline
The Mobile Productivity engagements deliver a specified set of customer activities to rapidly and predictably
deploy office for mobile productivity solutions. The engagements deliver planning, envisioning and
identification of potential stumbling blocks for onboarding and user adoption.
As mentioned these engagments can be customized to fit the customer’s current environment, areas of
interest, requirements and preferred engagement length. The following is the suggested outline of activities.
These activities are detailed in the Deliver an Engagement section of this document. Although meetings will
often be split across multiple days, the length of the agreed engagements will determine how much and how
deep you can cover activities identified below.
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Mobile Productivity Deployment Planning Consultant Guide
Day 1
Day 2
Day 3
Business
Technical and Demo
Presentation and Sign-Off
 Engagement Kickoff
 Define project-decision
making process
 Office Mobile: What is it?
 Review business
requirements/business
objectives
 Demonstration and
discussion on
o EMS, Intune, RMS etc.
o
Office Add-ins (Word,
Excel & Outlook)
 Technical discussions to
address customer concerns
 Success criteria
 High level business case for
deployment of Office Mobile
which may include the
deployment of
o EMS, Intune, RMS etc.
o
Development of an Office
Add-in Define and
confirm usage scenarios
For engagements longer than 3 days, the remaining days will be spent implementing the proof of concept
solution(s) that the customer can use to experience how office mobile productivity solutions can help them
solve their business problems.
Partner/Consultant Requirements
Partners and consultants delivering these engagements are expected to be familiar with all the materials in this
document, Office on iOS, android and windows phone (service descriptions and public roadmap), Enterprise
Mobility Suite (EMS) and Office Add-In capabilities. This will allow the facilitator of the engagement to make
recommendations, build trust in the partner, and demonstrate the services’ ability to meet the customers’
business objectives. The requirements found below are provided to outline expectations during an
engagement. Partners should ensure they have access to provision a demonstration environment via
http://fasttrack.microsoft.com or https://www.microsoftofficedemos.com before the engagement begins.
Business Objectives
During an engagement, a portion of the first day should be determining the customer’s strategic and tactical
business objectives. Obtaining the customer’s success criteria is the recommended way to ensure that the
customer and partner have a mutual and verifiable way to evaluate the planning engagement’s success.
Successful engagements start with the right audience. It is important to ensure that you have key stakeholders
and/or evangelists. Some of the roles most often involved in successful planning are:

IT Decision Makers

Business Decision Makers

Line of Business leads that can articulate the business challenge that they envisage Office Mobile capabilities can help solve
e.g. extensibility scenarios that automate or connect to LOB applications

Early Adopters
It is recommended that the partner work with the customer several weeks before the engagement to request
the appropriate level of stakeholders be available for the engagement. If high-level decision makers are not
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Mobile Productivity Deployment Planning Consultant Guide
available for the entire engagement, request that they can attend the kickoff session so that at least their
success criteria and business objectives can be discussed.
Partner Requirements
In order to deliver the Mobile Productivity engagement, partners must




Be enrolled in the Cloud Deployment program
Sign the Microsoft Online Services Partner Agreement (MOSPA)
Have an active status in Cloud Accelerate to participate in the Cloud Deployment program
Have Silver or Gold Cloud competency in Enterprise Mobility Management or Desktop Deployment.
Consultant Requirements
In order to deliver the Mobile Productivity engagement, consultants must

Have successfully completed one or more of the technical assessments for the Enterprise Mobility Management competency
Expertise
The delivery consultant must be fully prepared for the engagement and is expected to be a subject matter
expert in the office for mobile productivity capabilities (including but not limited to the office mobile apps
focusing on iOS, android and windows phone; Enterprise Mobility Suite; Office-Addin capabilities), public
roadmap, cloud adoption and change management. This guide provides the starting point for consultant
readiness and offers best practices in delivery of the 1, 3, 5, 10, or 15-day engagements.
About the Engagement
The Mobile Productivity Planning Engagement provides customers structured envisioning, planning and
enablement workshops focused on accelerating their path to deploying mobile office applications. This guide
enables the partner to deliver the engagements in a managed but flexible way. The partner should strive to
gain an understanding of how the customer plans to use mobile office applications (including how they want
to protect corporate data) and the potential roadblocks, while the customer receives partner expertise and a
deployment document.
These engagements should be considered a starting point for a customer’s deployment of mobile office
applications. The service and the work completed as part of the engagement can be used to directly move
from planning to execution of the envisioned mobile productivity deployment. The partners delivering the
engagement are key to successful onboarding and adoption of Office for Mobile.
Recommended Pre-Engagement Activities
Engagement kickoff
This section covers the activities the partner should complete to prepare for an Envisioning Workshop. Below is
a pre-engagement list that can help ensure the engagement is well communicated and expectations are
properly set before the consultant engages directly with the customer.
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Pre-engagement tasks
Typically, planning engagements are delivered onsite with a customer during consecutive days in the same
business week. The following checklist can be used to ensure that the engagement gets started on the right
foot and proper expectations are set.

Have an initial discussion with your customer to discover their current mobile productivity landscape. This will help you tailor
the content and structure of your workshops. Things to consider in your discussion may include (but not limited to):
o
What are your expectations from the mobile productivity engagement?
o
What does the mobile device environment look like? BYOD vs. company managed devices; iOS vs. android vs.
windows phone
o
What proportion of your users are considered Mobile Users when compared to Office Users and Work from Home
Users?
o
What proportion of your users would consider a mobile device (smartphone or tablet) as their primary work device
when compared to users who use desktops and laptops? e.g. field engineer vs office worker in the head office
o
How does your workforce collaborate on documents inside and outside the office? Are there any controls around
where documents are stored when they are shared with different people? e.g. documents are often emailed, and
stored locally in a user’s unmanaged device. This puts the corporate data at risk when the unmanaged device is lost or
compromised.
o
How many supported applications do you have in your business, and what proportion of those can currently be
accessed by users outside the office (without the use of VPN)?
o
Of the applications supported by the business, how many of them have a great demand from users to be accessible
outside the office (without the use of VPN), and what appetite does the business have in fulfilling the demand if
appropriate measures are put in place to protect the corporate data?
o
Does the business have any security requirements with regards to making corporate data accessible on mobile
devices (whether that requirement be due to legislations, regulatory or internal policies)? Do you currently use a tool
to manage BYOD devices?

Send a pre-engagement e-mail ahead of the engagement specifying the stakeholders who should be in attendance.

Request that the customer book conference rooms and space for the partner team to work and ensure AV equipment and
internet access is available.

Ensure the consultant has a customized kickoff deck and engagement agenda and that both have been shared with the
customer before the engagement.
Make sure all scripts, content, process and resources are organized and familiar to the consultant before going onsite with the
customer
Understand the customer’s purchase status and find out whether they have an Office 365 tenant setup prior to the
engagement. The below information will provide more information on setting up a demonstration environment required for
you to demonstrate the capabilities of Office for Mobile.

Demonstration Environment for Office 365
It is highly recommended that you demonstrate the mobile productivity capabilities of office 365 as it allows
the customer to see and potentially experience what you have talked about in your presentation. You are
encouraged to either use the FastTrack Partner Portal or Microsoft Office Demos to provision a demonstration
environment.
Although both environments will help you provision an Office 365 demonstration environment that includes
EMS, there are differences between the two. It is worth noting that unlike FastTrack, demonstration
environments created via Microsoft Office Demos are for partner demonstration purposes only and cannot be
handed over or shared with the customer at the end of your session.
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Mobile Productivity Deployment Planning Consultant Guide
Note: if you decide to leverage FastTrack to provision a demonstration environment for your
customer, a FastTrack success plan will not be required to be submitted for this engagement
(see the Required Deliverables section in this section for more information on what deliverable
is required).
Before your engagement starts (at least a few days in advance), please provision a demo environment from
FastTrack Partner Portal or Microsoft Office Demos for you to use in demonstrating the following capabilities:

Office for Mobile integration with SharePoint Online and OneDrive for Business e.g. co-authoring.

Premium features associated with activating Office 365 on the Office for Mobile application.

Opportunity to experience Office Add-ins from the store as well as a custom add-in (get the sample add-in from
aka.ms/dpssow).

Mobile Device Management for Office 365

EMS capabilities e.g. manage applications with Intune, information protection with Azure RMS
The Microsoft Office Demos portal also provides resources which you may find useful in helping you deliver
demonstrations on the following capabilities:


Enterprise Mobility
o
Getting Started Guide – Use this information to help you provision an Office 365 demo environment that includes
EMS.
o
Deep Dive Demo Guides – One each for Intune and Azure Rights Management that provides suggested speaker script
and click steps. (Note that the demo guides are quite long and intended to demonstrate wide ranging capabilities of the
offering being demonstrated. Please pick out the most relevant scenarios that you feel your customer would be need or
be interested in).
Mobile Devices
o
Demo Guides – Provides a range of demo guides for the Office Application on various mobile devices e.g. iPad,
Android….
o
Sample Document – Zip file with sample documents you can use for your demonstration.
Planning workshop invitations
Planning is a vital part of any successful office mobile productivity deployment. There are factors in the
planning phase that can boost your success rate and the adoption of the service. Ensuring the key stakeholders
and service evangelists are in the room while you are conducting the engagement is the first step. Some
considerations for who should be in the room are IT Decision Makers, Business Decision Makers , Line of
Business (LOB) leads that can articulate a business challenge that Office for Mobile can help solve, and Early
Adopters.
Conducting the Engagement
When delivering an engagement, it is important to construct an agenda ahead of time. Recommended agendas
based on the number of days the customer has available to use are outlined below. It is important to note,
however, that you can customize the agenda to further meet your customer’s needs, etc. Keep in mind that the
more customized the partners makes the offering, the more effort will be required from you to:
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Mobile Productivity Deployment Planning Consultant Guide

Manage the customer’s expectations.

Define a scope, agenda and deliverables that can be completed in the allotted time.

Stay within the overall intent and guidelines of the Envisioning Workshop and meet the required outcomes (deliverables)
Be aware that the customer will fill out an evaluation form; you must manage expectations and deliver as
promised to have a satisfied client while meeting the required engagement outcomes.
Engagement Agenda Examples
During an engagement, the partner should become comfortable with the customer’s overall environment,
being able to call out any potential blockers or high-risk areas. Additionally, you should be able to determine
business drivers and goals. Below is the recommended schedule for running a mobile productivity engagement
(Schedule will depend on the length of engagement selected).
Day 1:

Kickoff

Define stakeholders, influencers and approvers for the project.

Define decision-making process for the project.

Office Mobile: What is it?

Review customer business requirements
o
Review strategic business requirements and understand customer objectives.
o
Review business scenarios covered in the introduction into Office for Mobile capabilities and determine focus areas
for the next meeting e.g. Is focus on extensibility of office? protection of corporate data?
Criteria for Success – Define what’s important to the customer.
Day 2:

Deep dive demonstration and discussion on focus areas agreed on in the previews meeting e.g. Office Add-ins, Azure RMS,
Microsoft Intune.

Discuss and define high level requirements around focus areas discussed e.g.
o
Office extensibility – explore opportunities for Office Add-ins to solve business challenges encountered by the
business.
o
Data security – explore level of protection required by the organization to feel secure with their corporate data on
mobile devices office is deployed on

Hold technical discussions to address customer concerns around focus areas discussed.

Review high level requirements discussed in the workshop and prioritize impact and performance to the business.

Define and confirm high level roadmap for the deployment of Office Mobile based on prioritized requirements.

Review criteria for success.

Complete engagement output/deliverables to present in the next meeting (after customer workshop).
Day 3

Build high level business case for deployment of Office Mobile based on prioritized requirements and defined high level
roadmap

Present and review engagement output/deliverable with customer team.

Confirm next steps and timeline.

Finalize engagement output/deliverables incorporating customer feedback (after customer workshop).
Day 5 – 15
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Mobile Productivity Deployment Planning Consultant Guide

Implement proof of concept (as agreed with client) EMS and/or Office Add-in solution (note that the length of the
engagement will depend on the complexity of your proof of concept solution

Present proof of concept solution(s) to the client
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Mobile Productivity Deployment Planning Consultant Guide
Completion and Results
Required Deliverables
The required deliverables for this engagement are as follows:

Engagement Findings and Recommendations Document. This is a mandatory requirement to secure payment for the
engagement. The partner must download the template from the partner portal and complete the output recording topics
discussed and actions taken in the engagement as well as the deployment plan as agreed with the customer

Planning Services Completion Report. This is a mandatory requirement to secure payment for the engagement. Someone
with knowledge of the voucher numbers assigned and voucher submission process should help the consultant complete this
step
For more information on how to get paid for the engagement, please review the planning services process in the partner
portal.
Next Steps
Once you have completed the engagement and completed the Engagement Findings and Recommendations
document, the delivery is complete. However, this is the start of the partner opportunity to engage, expand and
evolve the planning engagement into a full-service deployment (that may include multiple office add-ins
scenarios).
Obtain an agreement on execution of the Deployment Plan. Go over next steps to empower the customer to
fully experience the Office for Mobile capabilities. Build a timeline you and the customer can agree to for each
workload. Make sure each workload is clearly mapped out and follows best practices.
Program Feedback
Feedback about the engagement or questions can be sent to the program email alias.
Provide feedback to: ddpshelp@microsoft.com with subject line: Mobile Productivity DPS Engagement.
Resources
The following table provides some links to online resources that provide more information about the topics
covered in this document and related information.
Resource
Description
FastTrack Enterprise Mobility Suite
The Microsoft Enterprise Mobility Suite resource center. Use this for
(http://fasttrack.microsoft.com/ems)
general information, current offers, and to sign up for an EMS trial.
FastTrack Partner Portal
The FastTrack Partner Portal allows you to easily create a demonstration
(http://fasttrack.microsoft.com)
environment which showcases office 365 mobile productivity.
FastTrack Site Guide
Provides a guide on how to use the FastTrack Partner Portal.
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Microsoft Office Demos
An alternative Office 365 demo environment provisioning tool available to
(https://www.microsoftofficedemos.com)
Microsoft Partners. This portal also contains resources to help partners
deliver their demonstrations. Note: demo environment provisioned are for
partner use only.
Office Ignite Readiness
Access to Office technical readiness content, events, and resources.
(http://ignite.office.com)
TechNet center for Office 365
Get the info IT pros need to deploy, integrate, and manage Office 365
services for enterprises or large organizations.
TechNet center for the new Office
Get the IT pro resources you need to try the new Office (Office 2016 and
Office 365 ProPlus) including details about activation, compatibility and
deployment.
Office IT Pro Blog
Provides frequent topics on Office deployment and compatibility issues.
Includes articles about Office Telemetry.
Office Applications Service Descriptions
The service descriptions provide detailed descriptions of the services and
features that are available with Office Applications.
Office 365 Roadmap
Here you will find information about the latest features and improvements
to Office 365. Note these updates are shown for the current operating
service.
Microsoft Planning Services
Planning service site for partners. Learn about engagement options.
Office Resources
Premium features activated by signing in to the Office Mobile app.
Office 365 Mobile Apps for Business
This site describes services and features that are provided by Office Mobile
App when activated for business use.
MSDN: Office Add-ins
Technical article on Office Add-ins
TechNet: Azure Rights Management
Technical article on Azure Rights Management
TechNet: MDM for Office 365
Technical article on built-in Mobile Device Management capabilities in
Office 365.
Choose between Intune and MDM for Office
Comparison of features offered between Intune and MDM for Office 365
365
TechNet: Microsoft Intune
Technical article on Microsoft Intune
Microsoft Enterprise Mobility
This site describes services and features that are provided by the
Enterprise Mobility Suite.
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