Software Assurance Planning Services
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Speaker:
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Title of presentation:
Planning Services Engagement Summary and Plan of Action
Length of
presentation:
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Audience:
Customer TDM and IT Pros
Sales Cycle
Alignment:
Engagement wrap-up
Desired Outcomes:
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Modular Outline:
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Outline the outcomes of the engagement
Plan next actions for client
Deliver Proposals for ongoing consulting
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Instructional slide to Partner: REMOVE
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Notes to Presenter:
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presentation with the customer.
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PRESENTING TO CUSTOMER
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Software Assurance Planning Services
Exchange Deployment Planning
Engagement Summary
Presenter Name, Title
Date
Agenda
Findings
 Recommendations
 Next Steps
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Where we are today
What did we do?
 What did we find?
 What’s next?
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Assessment Findings
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Architecture Design
Validate Design
Pilot / Production
Deployment
What did we find?
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Findings
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Problem and Solution Statement Recap
Notable Current State Items Found
Requirements
Assumptions
Constraints
Issues / Risks
What do we recommend?
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Recommendation 1
Recommendation 2
Recommendation 3…
Solution Concept Diagram
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Partner – insert Solution Concept diagram here
• Be prepared to discuss the architecture
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Next Steps
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Next step 1
Next step 2
Next step 3…
Migration: Connect to our Offerings
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Full Exchange 2013 Architecture Engagement
Proof of Concept
Production Pilot
Production Deployment
Thank you
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