Enterprise Agreement (EA) Playbook
This playbook is designed to provide you with an overview of the digital journey, customer requirements, and actions you'll need to take to help your customers maximize license consumption.
This playbook guides you through the objectives and how they relate to the aligning automated digital experience.
Refer to the last page of this playbook for definitions, descriptions, and all associated resources to help your customer through their adoption.
How to coach for success with Enterprise Agreement
Guide customers through the first six months of their Enterprise Agreement to drive maximum consumption of licenses available to them in their enrollment.
Customers will log in to their Enterprise Agreement Workspace (EAWS) to explore key features.
Customers will learn about consumption by generating at least one available license and tracking usage through their consumption report.
Customers will increase consumption of unused licenses and evaluate their strategy for future consumption.
Generate and use available licenses with regularity.
Refer to the last page of this playbook for definitions, descriptions, and all associated resources to help your customer through their adoption.
Customers enter the EA journey when they meet the following corresponding entry criteria:
A customer has purchased an Enterprise Agreement from one or more partners.
A customer has signed a new Enterprise Agreement and established a Smart Account.
A customer has been onboarded by the Portfolio Activation Specialist (PAS) team.
A customer has signed a new Enterprise Agreement and established a Smart Account.
A customer has been onboarded by the Portfolio Activation Specialist (PAS) team.
Refer to the last page of this playbook for definitions, descriptions, and all associated resources to help your customer through their adoption.
Guidance on helping your customer with Enterprise Agreement
In this email, the customer will:
- Become familiar with key highlights of their Enterprise Agreement Workspace (EAWS).
Encourage your customer to:
- Explore the EA resource library
Welcome
Subject Line: Get to know your Cisco Enterprise Agreement Workspace
Preheader: Explore the benefits of this simple software management tool
Trigger: New customers onboarded by the Portfolio Activation Specialist (PAS) team
Goal: Explore the Enterprise Agreement Workspace (EAWS)
Preheader: Explore the benefits of this simple software management tool
Trigger: New customers onboarded by the Portfolio Activation Specialist (PAS) team
Goal: Explore the Enterprise Agreement Workspace (EAWS)
Welcome
In this email, the customer will:
- Understand the purpose, value, and features of their consumption report
- Learn detailed information about consumption reporting and the value of monitoring EA consumption
Encourage your customer to:
- Visit Cisco Software Central
- Watch a video on how to generate and read a consumption report
- Watch a video on how to set up consumption notifications
Consumption Reporting
Subject Line: Proactively monitor your Cisco software license consumption
Preheader: Learn how to create real-time consumption reports
Trigger: One month after receiving the Welcome email
Goal: Access consumption reports in Enterprise Agreement Workspace (EAWS)
Preheader: Learn how to create real-time consumption reports
Trigger: One month after receiving the Welcome email
Goal: Access consumption reports in Enterprise Agreement Workspace (EAWS)
Consumption Reporting
In this email, the customer will:
- Learn about overconsumption and how it can indicate a pending True Forward
- Walk through the various views of consumption key indicators
Encourage your customer to:
- Watch a video on how to set up consumption notifications
- Visit the EA resource library for step-by-step guidance on EAWS key features and benefits
Consumption Management
Subject Line: Set alerts to avoid overconsumption of your Cisco software licenses
Preheader: Learn more about consumption indicators and notifications
Trigger: One month after receiving the Consumption Reporting email
Goal: Monitor and manage license consumption
Preheader: Learn more about consumption indicators and notifications
Trigger: One month after receiving the Consumption Reporting email
Goal: Monitor and manage license consumption
Consumption Management
In this email, the customer will:
- Understand why greater consumption of purchased licenses and how eligible products in their suite can be built into their consumption strategy
- Learn about the benefit of Value Shift so they can continue using more of the licenses they need without being constrained to their original purchase
Encourage your customer to:
- Watch a video on how to set up consumption notifications
- Watch a video on how to migrate decommissioned license value
- Watch a video to see if their EA qualifies for Value Shift
- Visit the EA resource library for step-by-step guidance on EAWS key features and benefits
Best Practices
Subject Line: Set alerts to avoid overconsumption of your Cisco software licenses
Preheader: Learn more about consumption indicators and notifications
Trigger: Four months after receiving the Consumption Management email
Goal: Access consumption reports in Enterprise Agreement Workspace (EAWS)
Preheader: Learn more about consumption indicators and notifications
Trigger: Four months after receiving the Consumption Management email
Goal: Access consumption reports in Enterprise Agreement Workspace (EAWS)
Best Practices
Refer to the last page of this playbook for definitions, descriptions, and all associated resources to help your customer through their adoption.
To further support your customers along their digital journey, you can provide them with key resources:
Refer to the last page of this playbook for definitions, descriptions, and all associated resources to help your customer through their adoption.