PORTFOLIOMARC POLICANI

Deployment Planning Services Contributions

Drove increases in Microsoft Consulting Services, Premier, SI, LAR, VAR & ISV delivery volumes through the program over 3 years to $1.8b in annual renewals

1851%

Coordinated with Cross-Division Project Contributors to create and land 47 product solution offerings for the mobile, desktop, on-prem, online SaaS and PaaS platforms

Worked with Microsoft Consulting Services & Premier Services to increase services proposal projectsizes 132% overstandard salesmethodology

132%

Converted an ad-hoc unmanaged consultant pipeline into a managed list of 9234 competency holding organizations & 29,545 qualifiedconsultants

342%

The Microsoft Planning Services Program is a Software Assurance customer benefit that provides access to qualified SI partners to help plan for Microsoft product / solution implementations.

The partner experience is accessed through a SharePoint 2013 portal designed for use by MPN Competency holding partners. The site features over 40 practice-in-a-box style consultation workshops for partners to download, rebrand and deliver to their own customers.

For customers, there is a second portal that provides a comprehensive list of offerings, and a partner search tool to help them identify local providers. Customers then engage with customers to create a custom plan for their next implementation of Office 365, Office, Windows, SharePoint, Yammer, Lync, Exchange, Windows Server, SQL Server, Visual Studio, or Team Foundation Server.

Partner Portal Customer Portal

DEPLOYMENT PLANNING SERVICES PORTALS

SITE CONTRIBUTIONS• Collaborated with

product teams to create technical bills of materials

• Wrote program documentation and web content for each offering

• Packaged technical and program content into 40 practice-in-a-box style workshop sessions delivered in 1, 3, 5, 10 or 15-days

• Authored Offering Agnostic Training Materials and Delivery Guidance

SITE CONTRIBUTIONS• Authored most

page content• Authored

customer brochure content featured on site

• Coordinated with World Wide Licensing and Pricing Operations to publish site updates

The Microsoft Planning Services Program provides partners with a mix of on-premises, online, and SaaS hosted services solutions.

To the right is a hyper-summarized table of all of the program’s cloud and SaaS offerings. Partners / Vendors that have signed up to deliver each offering are reimbursed through the program at $1000 per day up to 15 days.

DEPLOYMENT PLANNING SERVICES CLOUD & SAAS OFFERINGS

OFFERING PRODUCT WORKSHOP DELIVERABLE TEMPLATE

Microsoft Azure Deployment Planning Services (AZDPS)

Activating Microsoft Azure Sto rage Cloud + Enterprise Customer Deliverable Template

Migrate Applications to Microsoft Azure Infrastructure Services

Cloud + Enterprise Customer Deliverable Template

Implementing Develop & Test Scenarios on Microsoft Azure Virtual Machines

Cloud + Enterprise Customer Deliverable Template

Implementing Enterprise Mobility Cloud + Enterprise Customer Deliverable Template

Desktop Deployment Planning Services (DDPS)

Office 365 FastTrack Planning N/A

Private Cloud Deployment Planning Services (PVDPS)

Migrating to Hyper-V from VMware Cloud + Enterprise Customer Deliverable Template

Accelerating Management and Virtualization Deployment Cloud + Enterprise Customer Deliverable Template

Implementing Enterprise Mobility Cloud + Enterprise Customer Deliverable Template

SharePoint Deployment Planning Services (SDPS)

Office 365 FastTrack Planning N/A

Enterprise Social Yammer Proof of Concept Yammer Proof of Concept Success Report

Link & Exchange Deployment Planning Services (L&EDPS)

Office 365 FastTrack Planning N/A

Exchange Online Protection (EOP) - Plan and Pilot EOP Findings and Recommendations

Exchange Data Loss Prevention (DLP) - Plan and Pilot DLP Findings and Recommendations

Authored Brochure content for the offering

Coordinated with outside vendor to publish, print and mail to 37,000 US customers and 9000 partners

Provided PDF soft copy on world-wide customer and partner portals for reference and presentation purposes

Sample Brochure: Business Value Planning Services

Authored Brochure content for the offering

Coordinated with outside vendor to publish, print and mail to 37,000 US customers and 9000 partners

Provided PDF soft copy on world-wide customer and partner portals for reference and presentation purposes

Sample Brochure: Desktop Deployment Planning Services

Authored Brochure content for the offering

Coordinated with outside vendor to publish, print and mail to 37,000 US customers and 9000 partners

Provided PDF soft copy on world-wide customer and partner portals for reference and presentation purposes

Sample Brochure: SharePoint Deployment Planning Services

To the right is a sample report that I created in Excel that provides an all-up view of how each of offering is performing. This spreadsheet represents about 70,000 partner surveys collected at the time of invoicing across eight offerings and 20 products, providing management with a single report to evaluate program health and trends.

The size of the image to the right has been zoomed out to give a better sense of scope of what was created, while also blurring out sensitive information.

Examples of measurements taken included:

• % breakout of engagements by product• Customer / Partner Satisfaction with

offerings• Likelihood that customer will approve

partner service proposal• Likelihood that customer will deploy

proposed solution• Time required before solution is deployed• Opportunity size (servers / seats)• Etc…

Client data in tables has been zoomed out to give a sense of scope, while also blurring pertinent details to ensure client privacy and confidentiality

Microsoft Deployment Planning Services Provider Feedback

Open-In Progress PlannedCompleteDependency

Outcome Based Deliverables and Delivery Model Defined

Assess 2010Archived Engagement Utilization

DecOctSepAugJuly JuneAprilMarchFebJan MayNov

MOD

Dynamics

Systems Projects

Win 8.1 Mobility PoC

MOD Archived BOM Patch

Azure Rebrand Updates

Migrating Applications to MS Azure Infrastructure Services Update

Upgrade to SQL Server Updates x2

Unified Device Managment PVDPS Updade

DTDPS Engagement Added

Unified Device Managment AZDPS Updade

Business Improvement

InitiativesApr

Operational Framework Modeling &Maturation Recommendations Projects

JanContent Creation Kit

Release Dashboard Requirements

OctContent Creation Scenarios Documented

Criteria and Milestones for Project Initiation

AugEstablish Quarterly Release CycleDocument Quarterly Project Plan

O365 FastTrack

SSDPS update

C + E

O365 FastTrack O365 FastTrack

SSDPS update

AZDPS update

PVDPS update

InfoPath Form Update InfoPath Form Update

Add Microsoft DYDPS Offering

Dynamics CRM Migrated

Dynamics AX Added

Q1FY15 QBR Q2FY15 QBR Q3FY15 QBR

Dynamics FY16 Update?

Q4FY15 QBR

InfoPath Form Update

Customer Survey Update

AZDPS OBM Revised Updates?

L&EDPS FY15 Update?

SDPS FY15 Update?

DDPS FY15 Update?

Sunset 2010 Archived Engagements

Windows 10?

Office 365 FastTrack Update?

DTDPS OBM Revised Updates

SSDPS OBM Revised Updates

PVDPS OBM Revised Updates

AZDPS OBM Revised Updates

Exchange Online Archiving

Project Server PoC

SAMPLE RELEASE SCHEDULEThis is a sample of a cross-division project release schedule that I built for the Planning Services operations team.

The schedule depicts a high level view of completed, in-progress, and planned marketing content projects along with information regarding planned systems projects, and internal business improvement initiatives.

Business Sensitive Milestones Renamed

Microsoft Deployment Planning Services Sample Release PlanI’ve authored a number of detailed release plans for multiple Planning Services product offerings and systems updates.

In this sample plan, I provided Microsoft team stakeholders, content contributors and operations resources with information regarding the Planning Services program, the release plan, requirements for a successful release, and high-level summarizations of how the roll-out would impact each area of the business (e.g. Systems, Publishing, Support, Compliance, Finance).

WWLP

MCS

Finance

Cro

ss-D

ivis

ion P

rog

ram

Coord

inati

on

MARC POLICANISA PLANNING SERVICESMARKETING OPERATIONS

LEAD

SYSTEMS PM

Sales Marketing Services Group

BG Stakeholders

Field

Partners

Planning Services Sales Marketing & Services Management Team

TEAM CONTRIBUTIONS• I worked with each of the product teams to create new content offerings, perform impact / compliance assessments, and maintained an all-up release plan• Authored partner facing base technical language for marketing brochures, newsletters, quarterly business reviews and collaborated with marketing to • Worked to obtain feedback data from partners, customers, A13 field leads, Premier Services, Microsoft Consulting Services, and Finance regarding the performance of the

program and use insights to enhance service offerings

Premier

Customers

Project TeamsStakeholders

LCA

Governance

Training

Support

Compliance

Reporting

PM

O O

ffice

Solution Architects

Sr. Consultants

Engagement Managers

Content Writers

Content Editors

Conte

nt

Publis

hin

g

Global Delivery

Sample Project Impact Assessment

PROJECT MILESTONE PURPOSE OUTCOME

Aligned Offerings Under One Portal Provide customers and partners with a consolidated single portal Increased customer visibility, satisfaction and partner adoption

Adopt Microsoft ID Authentication Improve Partner registration experience for easier / faster processing Greater partner participation contributed toward improvements in delivery volumes

Adopt Unified Delivery Framework Align offerings under a unified delivery framework to operationalize business Offerings are now consistent, and more easily mastered. Faster content cycles.

Align Offerings to MPN Competencies Improve partner onboarding experience, more qualified partners added Increased partner accountability with engagements now associated with organizations

Transition to Unified Program Charter Align offering outcomes and deliverables to a consistent single set Aligning outcomes allowed for enforcement of policies, and better performance analytics

Comparing Customer Engagements to Project Milestones

Microsoft Deployment Planning Services TrainingAs partner deliveries increased in volume, it became more difficult to ensure that quality deliveries were being performed and that consultants were properly equipped with enough context and information to deliver an engagement.

To reduce the risk, and improve partner success rates I created a series of partner training materials to help onboard partners and bring them into alignment with program requirements.

A total of 5 training decks and matching videos were created, and they are downloaded more frequently than the customer engagement materials.

CONTRIBUTIONS• Authored training materials• Created deck• Coordinated with a copy editor to clean up slide language, presenter notes, and record videos• Published content to Planning Services Partner Portal• Presented training materials to field, sales, and partner contacts on a monthly basis

Office 2010 & SharePoint 2010 Partner Evidence Program Contributions

Provided 700 partners with pre-release software, level 300-400 technical training and sales materials (12 Alliance, 30 ISVs, 658 SI’s)

Coordinated with field and product teams to identify and recruit pre-launch partners capable of delivering Office & SharePoint solution pilots on pre-release bits

Commissioned 121 solution summaries and executive partner video testimonials re: their Microsoft Office based solutions for desktop and mobile

Published a 71 page handbook highlighting the benefits of the program and providing instructions for how to recreate the program

Microsoft Office & SharePoint Partner Evidence Program KPIsTo the right is a sample table of Key Performance Indicators (KPIs) that I created to measure wins, by phase for the Office and SharePoint Partner Evidence Program.

NOTE: This table provides an example example of a successfully run program that generated a lot of partner excitement with a high rate of participation.

- 700 Nominated Partners- 510 NDAs signed- 172 Solutions Delivered - 229 Proof of Concepts Delivered- 122 Solution Summaries Generated

PROJECT CONTRIBUTIONS• Took my client vision for the program and translated it into a detailed program plan• Defined program success criteria, KPIs and tracking tools to capture information across each phase of the program • Created a SharePoint portal to track partner nominations, signed contracts, engagement status information, and how solutions mapped to

product capabilities (Collaboration, Enterprise Content Management, Search, Business Intelligence, and Unified Communications)• Managed project team of 4 resources to massage feedback and testimonial information into 122 customer solution summaries• Used solution summaries to as a marketing aid to help support the launch of Office and SharePoint at WPC 2010

This is a sample schedule I created for the Office 2010 and SharePoint 2010 marketing division.

This “All-Up” schedule breaks out by each stage of the release process all partner and customer funded program opportunities.

PROJECT CONTRIBUTIONS• Created all-up program

schedule • Shared schedule with Microsoft

Field, Product Marketing Managers, and Partners to educate about next-step opportunities

• Communicated schedule through newsletters to ensure partners had a strong sense of what Microsoft was planning and how to participate in the Wave 14 launch event

• Collaborated between RDP, Beta, TAP CIE and Duet teams to ensure they had access to partner profile information to recruit partners

LEAP

AlphaJan 09

Tech PreviewJuly 13

BetaNov 18

RTMApr 16

T +90RCFeb 14

Partner Evidence ProgramPartner Evidence Program

•TAP: 200 customers, 60 ISVs •TAP: 200 customers, 60 ISVs

Office RDP: 30 customers Office RDP: 30 customers

SharePoint RDP: 30 customersSharePoint RDP: 30 customers

Technical Beta: 5000 MVPs, Customers, PartnersTechnical Beta: 5000 MVPs, Customers, Partners

Metro: Breadth ISVMetro: Breadth ISV

Beta: Unlimited public access to bits

Beta: Unlimited public access to bits

UC TAP & RDPUC TAP & RDP

Duet TAPDuet TAP

Customer Immersion Experience (CIE)Customer Immersion Experience (CIE)

RC: Limited to TAP, RDP, & PEP

RC: Limited to TAP, RDP, & PEP

Technical PreviewInvitation only to ~25,ooo IT Pros, Partners, Engaged Users

Technical PreviewInvitation only to ~25,ooo IT Pros, Partners, Engaged Users

Microsoft Office & SharePoint All-up Program Schedule

Microsoft Office & SharePoint Partner Evidence NewsletterThis is a sample of an e-mail newsletter that I sent out on a monthly basis to generate partner interest and participation in the Office 2010 and SharePoint 2010 Partner Evidence Program.

The newsletter was sent out to 700 SI and ISV partners, providing them with information about how to get access to pre-release software, obtain technical reference materials, share their customer wins with Microsoft Marketing, and participate in a co-marketing exercises with Microsoft team to promote their solutions on our platform.

Of the customer information and feedback we received, we were able to generate 121 Partner / Customer testimonials.

CONTRIBUTIONS• Coordinated with field to

create list of nominated partners

• Created BCC mailing list of partners and field contacts

• Created template for newsletter

• Solicited stories from partners delivering engagements to use as featured success story blurbs

• Wrote short blurbs promoting program and advertising next steps

Microsoft Office & SharePoint Partner Evidence Plan

This is a sample business plan for the execution of the Office and SharePoint Partner Evidence Program. This deliverable was used as a primary point of reference for team members.

This plan featured

- Program Overview- Schedule- Milestones- Program Goals- Value Proposition to partners, field,

and customers- Partner Commitments / Legal Terms

and Conditions- Program Dependencies- KPI’s- Success Criteria- Examples of Finalized Content- Survey Results- Program Best Practices

PROJECT CONTRIBUTIONS• Authored document• Provided team with a

business framework for the delivery of related services

• Maintained alignment to original program scope throughout delivery of services

System Center Mobile Device Manager 2008Technical Adoption Program Contributions

Coordinated high-touch product Implementation Projects:

- 30 in FY08- 20 in FY09

Managed two iterations of the SCMDM 2008 Technical Adoption Program

Created a dashboard to track product deployments by milestone between Microsoft, MCS, OEM Device Manufacturers, Mobile Providers, and Enterprise Customers

Published a 48 page handbook highlighting the benefits of the program and providing instructions for stakeholders on how to recreate the program

System Center Program TAP Delivery Guidebook

Authored a leave behind Program Delivery Guidebook for the System Center Mobile Device Manager Technical Adoption team with instructions and sample planning templates for how to how to:

Plan a Technical Adoption Program Recruit and Build a Project Team Sample KPI’s Sample Project Schedule Sample Budget Calculations Legal Planning Considerations TAP Framework Agreement TAP Infrastructure Planning and

Build Out Considerations Deployment Planning Engagement

Management TAP Support and Escalation Plan Reporting Considerations Sunset Plan Sample Communication Plan Risk Mitigation Plan Project Status Templates

Self Publishing: Novelty Notebooks

Developed a product concept and partnered with my wife to create, publish, and release a series of Novelty Notebooks on Amazon.com.

These are high-quality notebooks that are disguised as paperback books with ironic titles and artwork. They have glossy paper covers , and paper think enough to take a heavy ink. These novelty notebooks are available for purchase for $9.99 ea. on Amazon.com.

Houseplant Exorcism My Conspiracy Theories Cooking with Found Meats Public Education and your

Wolf Boy Procrastination in 50 Steps

…more to come