Table of Contents

Introduction

About Software Assurance Planning Services

About the Mobile Productivity Deployment Planning Engagement

Engagement Descriptions

Suggested Engagement Outcomes

Required Engagement Outcomes

Engagement Delivery Outline

Partner/Consultant Requirements

Business Objectives

Partner Requirements

Consultant Requirements

About the Engagement

Recommended Pre-Engagement Activities

Conducting the Engagement

ISV Action Packs

Completion and Results

Required Deliverables

Next Steps

Program Feedback

Resources

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 ProductivityDeployment 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 yetstructured 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
  • Accelerate value and time to market with the service for the customer

Engagements can be 1, 3, 5, 10, 15days 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 ProductivityEnvisioning Workshop

A 3-day engagement can help customers envision theirOffice 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 ProductivityEnvisioning 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.

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.

Day 1
Business / Day 2
Technical and Demo / Day 3
Presentation and Sign-Off
  • Engagement Kickoff
  • Define project-decision making process
  • Office Mobile: What is it?
  • Review business requirements/business objectives
  • Success criteria
/
  • Demonstration and discussion on
  • EMS, Intune, RMS etc.
  • Office Add-ins (Word, Excel & Outlook)
  • Technical discussions to address customer concerns
/
  • High level business case for deployment of Office Mobile which may include the deployment of
  • EMS, Intune, RMS etc.
  • Development of an Office Add-inDefine 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 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 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.

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):
  • What are your expectations from the mobile productivity engagement?
  • What does the mobile device environment look like? BYOD vs. company managed devices; iOS vs. android vs. windows phone
  • What proportion of your users are considered Mobile Users when compared to Office Users and Work from Home Users?
  • 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
  • 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.
  • 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)?
  • 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?
  • 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.

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 Portalor Microsoft Office Demosfor 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 resourceswhich you may find useful in helping you deliver demonstrations on the following capabilities: