PPE: Five Easy Steps for Enrollment · Enrollment (PPE) Start and Select a Program Enter Contact...

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Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 1 PPE: five easy steps for enrollment

Transcript of PPE: Five Easy Steps for Enrollment · Enrollment (PPE) Start and Select a Program Enter Contact...

Page 1: PPE: Five Easy Steps for Enrollment · Enrollment (PPE) Start and Select a Program Enter Contact Details Enter Additional Informa-tion Accept Terms and Condition Review and Submit

Cisco Confidential © 2010 Cisco and/or its affiliates. All rights reserved. 1

PPE: five easy steps for enrollment

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• Partner Program Enrollment (PPE)

An integrated enrollment tool that displays all partner programs available for enrollment, based on eligibility.

• Partner Program Intelligence (PPI)

A reporting tool that enables viewing and management of performance across programs in which the partner participates.

• Global EasyPay (GEP)

Contains scheduled and completed payments information at a summary and detailed level across the various programs in which the partner participates.

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• Enable partners to easily enroll; partners can enroll in multiple programs, tracks, and sub tracks at one time

• Integrated enrollment tool that displays all partner programs available for enrollment, based on eligibility

• Localized in languages including: Czech, English, French, German, Italian, Polish, Portugese, Russian, Spanish and Turkish

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The Cisco Partner Program

Enrollment (PPE) tool allows you to

enroll in and track multiple incentive

programs in a single consolidated

tool.

From the homepage, you can

access the following:

1. Eligible Programs – lists eligible

programs based on preliminary

criteria. This is the default tab

2. Potential Programs – lists

programs you are not eligible to

enroll in. This information is

provided so you can review

credentials against the program

criteria

3. Enrollment Dashboard allows to

view all programs that have been

applied to and the status of each

program application

4. Change the language in which

the tool presents data

Applications must be submitted,

however, in English

5. Designate a proxy for a specific

time period

6. Navigate to other areas of

partner interest such as CSApp and CCW

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

3 1 2

5 4

Click on the “+” symbols to

see the full list of Programs

6

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Let’s begin with the Enrollment

Dashboard – a single screen that

displays prior enrollments across

channel programs.

1. Search to locate enrollments and

application status

2. Review a specific enrollment

3. Export a consolidated report of

program enrollments to an Excel

spreadsheet

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

3

1

2

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The Potential Programs Tab displays

all the programs available for which

you don’t meet the eligibility criteria.

This information is provided so you

can review your credentials against

the program criteria.

You will see programs grouped by

behavior. EG: Hunting, Profitability,

Promotions.

1. Click on the “+” symbol to see

the full list of programs under a

particular behaviour

2. Review program descriptions to

fully understand the requirements

and benefits of the program

3. Click on the “Check Eligibility”

button to see a pop-up window

comparison of the program

requirements and the credentials.

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

1

2 3

1

2 3

3

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The Eligible Programs Tab displays

all the programs you are eligible for,

given your current certification and

specialization level.

You will see programs grouped by

behavior. EG: Hunting, Profitability,

Promotions.

1. Click on the “+” symbol to see

the full list of programs under a

particular behaviour

2. Review program descriptions to

fully understand the requirements

and benefits of the program

3. Find Value Incentive Program

4. Click on the “Select” button to

begin the enrollment process

5. Select a geography in a pop up

window.

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

1

2 3

4

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Now you are prompted to select the

track you wish to participate in.

1. Eligible Tracks Tab: Displays all

the tracks you are eligible for,

given your current certification

and specialization level.

2. Potential Tracks Tab: Displays

all other tracks available that you

don’t meet the eligibility criteria.

3. Click on the “Select” button to

process with enrollment NOTE: Partners need to enroll in

each track separately and must

receive an email confirmation for

each track to be considered

approved!

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

3

2 1

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ABC Company 123 Main Street Anywhere, USA

You may enter the Primary

Contact for enrollment or

use the Contact Details

provided in the user profile

Tabs: A. Who Is Involved: Automatically

populated with your contact information and CAM ID

B. Additional Information: not required

C. Terms and Conditions: Displays the T&C’s associated to the program with a “click to accept”

D. Banking Information: Capture necessary banking details, not required, will be confirmed during the payment process

E. Review & Submit: Last step of the enrollment process

PPE simplifies data entry by pre populating company information based on the user’s CCO ID, while allowing you to enter different contact information for the organization.

J. Smith

You have an option to

select a CAM. This is

not a required field. If

you do not know the

CAM, please query the

CAM locator

Joe Smith

Title

Phone

Email

A E D C B

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

ABC Company 123 Main Street Anywhere, USA

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Click the “Click Here to

Sign” checkbox, or you

will not be enrolled in the

program

The Terms and Conditions tab is a critical point in the application process. This is a your opportunity to review the terms and conditions required to participate in the program

It is important to agree to the outlined terms in order to complete the enrollment process so you can reap the benefits of the program. Scroll down the page and read the Terms and Conditions thoroughly prior to accepting. Link below the document also give the ability to quickly download and review all associated documentation

You must click the “Click Here to Sign” checkbox to accept the Terms and Conditions of the program

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

August 1, 2010 to January 29, 2011.

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Click “Submit Request” to

start the approval process.

If the submission is

successful, you will see a

“Submission Confirmed”

pop-up box

The Review and Approve tab is the last step in the enrollment process. At this stage, you are almost ready to submit the application for approval

Review the enrollment request details. The Edit links make it easy to review and change information entered on previous tabs…no need to click the Back button in the browser

You must click the “Submit Request” to complete the enrollment process

You will be

notified via email

once Cisco has

approved the

application

Submit Request

Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

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Enrollment (PPE)

Start and

Select a

Program

Enter

Contact

Details

Enter

Additional

Informa-

tion

Accept

Terms

and

Condition

Review

and

Submit

Enter

Banking

Informa-

tion

After the enrollment has been

submitted, the PPE home page

displays the status of all your

submitted or pending

enrollments.

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Select “Update

Company Contacts

Access” Contains step by step

guide for how to use the

PSS tool

Choose preferred

language

View your profile

Partners may manage their access to Cisco tools through Partner Self Service (PSS) at the following link: www.cisco.com/go/pss

The partner administrator for Cisco tools must use their CCO ID and Password to access and perform the following tasks:

• Update My Profile

• Manage My Access

• Update Company Data

• Update Company Contacts Access

• Manage Certification and/or Specialization

• Reports

• Manage Access to Cisco Services

• Manage My Association

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Partners may manage their access from “My Access” tab where they can view the list of tools they currently have access. In this page, they may also request additional access by clicking the “Request Additional Access” link.

The Partner Administrator may click on the “Company Access” tab and administer access to other employees of their company.

Partner Self Service access

automatically provides access

to the Enrollment tool

The tool defaults to “My Access” tab – if the partner is

the Partner Admin, they may choose “Company

Access” tab to administer access to other employees

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www.cisco.com/go/vip • Select Europe, Middle East or Africa drop down based on

your location • Includes VIP presentation, VIP rules, FAQ, links to SKUs

list, PPE, PPI, How to guides & how to open CSC case for any inquiries

Key communication channels: • VIP follows no direct emails policy • Read Country newsletters, Tools & Program Newsletters

– subscribe here • Use Social media – FB, Twitter

Don’t know where to find the answer, go to VIP website.

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• For all support requests, we require a case to be opened at Customer Service Central

1. Go to My Cisco Workspace at www.cisco.com/go/mycisco (If this is your first time using Customer Service Central, you will need to add the module to your Workspace)

2. Click on "Open a case."

3. Select General Inquiries - Products, Services or Programs & Promotions Inquiries - choose Bookings Claims or Payment Eligibility or Enrollment appropriately.

4. Select Value Incentive Program (VIP) from Program/Promotion drop down box, describe the support request and attach file if applicable

5. Submit the case.

• Your Partner Experience Manager or PAM

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Thank you.