Step 2: Ordering

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EU Agreements and other to do’s

Important CCW Info’s

Next step: provisioning and billing

Step 2:

Ordering

© 2019 Cisco and/or its affiliates. All rights reserved. Cisco Confidential Globa lSa les Tra in ing

• Auto renewal is the default behaviour

• Should be requiredto change involve the Cisco AM -> non-standard terms will need the AM approval

Ordering – Standard terms


Ordering – Non standard terms


The Provision Contact is the person who will receive an email on the Requested Start Date (RSD) who will provide the Provisioning information. That email will be used by the Provisioning Contact to initiate provisioning.

The Provisioning information provided later is required to provision the service and includes things like specifying the URL(s) for the WebEx site(s).

Provisioning Contact


1. A Partner IT Admin’s individual email address: example: [email protected]

2. A Partner email alias: example [email protected]

3. A Customer IT Admin email address: [email protected]

Provisioning Contact Guidelines

Recommended

The Provisioning Contact may be any of the following:

Please note that if the order is placed with the Customer IT Admin, the Partner will not have access to Spark Control Hub for that customer.

For Distributors we recommend using an email alias of the Tier 2 reseller as the Provisioning Contact.

http://partner.com

http://partner.com

http://customer.com


Requested Start Date

Submit Order 30-May

Provisioning Information provided in

Webex Control Hub

Provisioning Complete


1-JUL

Provisioning Email Sent

1-JUL

Provisioning Information Provided1-JUL

Provisioning Completed

1-JUL


1-JUL


1-JUL

Delayed Response15-JUL

The use of the service is dependent on the Provisioning Contact completing Order Setup and Service Setup + Time-to-Provision service. If there are other non-cloud components associated to the same order line, that will impact subscription activation. The Provisioning Contact has 30 days from time the Requested Start Date to activate the subscription. If the provisioning contact does not provision within 30 days, Cisco will begin billing for the full subscription after 30 days.

1On Time

Invoice Eligible

Invoice Eligible1-JUL

Invoice Eligible15-JUL2

Delayed

Provisioning Completed

15-JUL


1-JUL


1-JUL

No Response30-JUL

Invoice Eligible31-JUL

3No-Action

No services provisioned


Start the Subscription

Manage the Settings

Monitoring & Troubleshooting

Step 3:

Provisioning


Provisioning and Billing

Provisioning Information provided in

Cisco WebexControl Hub

Provisioning Contact chooses which services to activate. The first service activated makes subscription eligible for activation and is invoice eligible. If there are other non cloud components associated to the same order line, that will impact subscription activation.

Message Meet Call

Message Meet Call

Message Meet Call

Message Meet Call

Message Meet Call

$ Entire Subscription

Message Meet Call

$ Entire Subscription

2Partial

Provisioning Complete

Invoice Eligible

1Full


Order Status Visibility in CCW


Line Statuses transition in CCW

ORDER PROCESSING

AWAITING PROVISIONING DETAILS

PENDING FULFILLMENT

FULFILLMENT IN PROGRESS

BOOKED

CLOSED

Order is submitted.

Order is booked by Cisco. Requested Start Date has not yet reached.

Requested Start Date has reached. Initiated fulfillment of ordered components.

If line has cloud components to be fulfilled, indicates email with provisioning link has been sent to the Provisioning Contact and system is awaiting action.

Provisioning Contact has taken action, and provided provisioning information for at least one cloud component.Completed at least one cloud component fulfillment as per provisioning information provided. Initiated other ordered components fulfillment.

All fulfillment for the line completed, Subscription is activated and eligible for invoicing.


Subscription UI –Subscription not yet provisioned but billing has begun after 30 days


Order Setup: Partner FlowWorkflow when the Partner is doing the provisioning for a Customer


1. Provisioning Contact Email provided in the order receives an email on the Requested Start Date

On the requested Start Date (starting at 12:00AM PST), the Provisioning Contact specified in the order will receive an email requesting provisioning information. Email is sent from: [email protected].

Partner has provided their own email as the Provisioning Contact.In order to provide maximum flexibility, the flow is built not to make any assumptions with respect to to the Provisioning Contact email – the email provided can belong to someone in the Partner’s organization or the Customer’s organization. The email can also be an alias at either the Partner or Customer organization. Please note that if customer email address is entered into CCW field for ”Provisioning Contact Email” the partner WILL NOT have access to Webex Control Hub to manage the customer’s services in the future.


2. Click on Set Up Now to begin

Click on Set Up Now to launch the Order Setup WizardNote: A text-only version of this email with a link to click-on will be sent to partners that do not allow HTML encoded emails.


3. Determine the Provisioning Contact’s role

Choose role – in this case the partner is setting up, so choose “I am a Partner”.


4. Who will be setting up the services

Next determine who will actually be providing the provisioning information

In order to provide maximum flexibility, the flow is built not to make any assumptions with respect to what the Partner intends – Partner’s can enter an email alias as the Provisioning Contact in CCW and in this step re-route the provisioning email for a specific order to a specific individual, or they can choose to receive the email first, and then send it to the actual Customer contact.

Note: Please refer to “Designating someone else as the Provisioning Contact” section when the second option “another person in my company will set up” is chosen.


5. Search for a Cisco Webex Organization based on the Partner email

Based on the partner’s email address, the system will determine if a Cisco Webex organization already exists for the Partner. If not, the Partner will be asked to create a new Cisco Webex organization.In most cases, it is highly likely that the partner already has a Cisco Webex organization and they may not be aware of it – it is best to contact their Cisco PSM or Partner Help Desk before choosing to create a new Cisco Webexorganization.


6. Provide the Customer informationNext identify the customer admin

This step allows the system to determine if a Cisco Webex organization already exists for the Customer (based on the email address of the customer admin).

No email communication is sent to the customer – that option is provided later to the Partner.


7. Search if Customer already has a Cisco Webexorganization

Based on the customer admin’s email address, the system will determine if a Cisco Webex organization already exists for the Customer. If not, the Partner will be asked to create a new Cisco Webex organization.


7.a Options for Cisco Webex Organization for Customer 1. Customer Admin email matches an existing Webex organization.

2. Customer Admin email not found and nor does the email domain match any existing Webex organization. Proceed to create a new Webexorganization for the Customer.

3. Customer Admin email not found, but based on the customer’s email domain and Company Name, the system suggest Webex Organization’s that may already exists for the Customer. The partner can go through the matches to see if one of them belongs to their customer– see next 2 slides.


8. Confirm that the subscription is being mapped to the right Partner and the right Customer

Confirm that the subscription has been mapped correctly

This step confirms the following:

1. Subscription is being mapped to the right Cisco Webex organization of the Partner, as well as to the right Partner Administrator that will be providing the provisioning information.

2. Subscription is being mapped to the right Cisco Webex organization of the Customer, and the right Customer Administrator that will be on-boarded to the Cisco Webex org.

Most of the friction in provisioning a subscription correctly is due to the incorrect mapping of the subscription to the Customer and the Partner. The goal of the Order Setup wizard to to eliminate any guesswork and ensure that the subscription is mapped correctly for whom it was intended.

The Partner should choose not to proceed if they feel that the subscription is not being mapped correctly. If that is the case, the Partner should contact their Cisco PSM or Partner Help Desk.


9. Subscription has been mapped correctly

At this point, the subscription has been mapped correctly, and the Partner can proceed to provide the provision information.

If the Partner or Customer is new to Cisco Webex, a new Cisco Webex organization would have been provisioned. The partner or customer can now directly log into Cisco Webex Control Hub (http://admin.webex.com) in the future.

http://admin.webex.com/


10. Review Subscription Details

This screen will list the major services purchased as part of this subscription

The first screen will confirm what has been purchased in the subscription. For existing subscriptions, the screen will show whatever was newly added or changed in the subscription.


Partner-Admin View Clear Prioritized StatusesProvisioning and Subscription status for each customer, prioritized to show where partner action is required or pending.

Urgent NotificationsCritical event requiring immediate partner action shown in red.

Alert-BadgesBadges showing important information, e.g. overuse of licenses

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Partner DetailedTrainings available

https://salesconnect.cisco.com/#/mylearningmap/SC_LMS_288

https://salesconnect.cisco.com/

Step 2: Ordering

Documents

Transcript of Step 2: Ordering