​​​​​​​ e​ligibility require​me​nts
Bel​ow are the compliance training, competency, and consultant requirements your organization must meet to be eligible to deliver this engagement.
Compliance training requirement
Company competency requirement(s)
Consultant competency requirement
competency in:

  • ​​Provide the customer with an opportunity to meet with a Windows and Office client solution expert and engage in solution strategy sessions that will focus on both business and technological aspects of client upgrade and deployment
  • Offer the customer an understanding of architectural and operational aspects of deploying Windows, Office 365 ProPlus, and Office Professional Plus
  • Educate on new functionalities provided by Windows 10 and Office 2016
  • D​efine next steps to continue Windows and Office planning and deployment effort​​s​​​
ActivityEngagement length
Pre-en​​ga​gem​​ent Questionnairexxxxx
​Customer Workshop​x​x​x​x​x
​Summary Report​x​xx​x​x
​Technical Upgrade Assessment​x​x​x
​Initial Functional Assessment
​Proof of Concept (POC)​x​x
​POC Findings Repor​​t​x​x
Regardless of engagement length, the customer receives an assessment report.​
​​​​​​​​Engagement options and required deliverables​
There are five engagement options available: 1, ​3, 5, 10, or 15 days in length. Optimized for a 5-day planning engagement or as a foundation to deliver a customized engagement. At customer’s discretion, contents of this POC may be customized to fit a 1, 3, 10 or 15-day engagement. Shorter engagements allow for targeted sessions, whereas ​longer engagements provide an opportunity to go into even more depth into customer specific pain points and Office 2016 deployment considerations.
Engagement options
Required deliverables


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