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Solution Assessments

Solution Assessments are based on an industry best practice that incorporates a set of proven processes for managing and optimizing an organization’s IT assets.

Unlock opportunities and support your customers' journey to the cloud

With customers continually looking to streamline operations, increase productivity, control costs, and improve security controls in ever-changing IT environments, there are more ways than ever to identify new workloads and services that will support their strategic objectives and grow your business.

Illustration of a man and computer holding a large plan

See why Software Asset Management is now an industry best practice

As more and more personal devices access company networks, cybersecurity threats continue to increase dramatically. Microsoft Software Asset Management (SAM) solutions offer the proven processes and software you need to help your customers manage, protect, and optimize IT assets—and drive their businesses forward.

Solution Assessment Incentive Program Solution Assessment Incentive Program

The Solution Assessment Incentive Program is a worldwide channel incentive program designed to help Microsoft partners build sustainable businesses by utilizing Solution Assessments based on a defined scope of work. Customer insights gained from these assessments allow you to support them to better deploy, adopt, consume, and gain long-term business value from their Microsoft cloud investments and services, whilst uncovering additional licensing and service related opportunities for your organization.

Partner Program and Incentive Guide

Rate and Engagement Levels

Solution Assessment Incentive Program–Partner FAQ

Program Eligibility:

Partners are required to have one Microsoft Silver or Gold Microsoft Cloud Partner Program competency to be eligible to onboard and earn Solution Assessment Incentives.

Competency status can be either Active-Earned or Active Pre-Approved.
Partners can inherit competency status from HQ location.

Contact your local Microsoft Solution Assessment team to find out how you can take advantage of this program.

Workplace Modernization Assessment Workplace Modernization Assessment

Help customers simplify cloud adoption and reduce risk

Provide customers visibility into desktop and on-premise environments with a view to simplify cloud adoption and reduce risk, whilst helping them improve end user productivity. Deliverables include a cloud roadmap that highlights prioritized business applications for transition.

Workplace Modernization Customer Deck

Workplace Modernization Customer Flyer

Workplace Modernization Customer Email Template

Workplace Modernization Discussion Guide

Workplace Modernization Statement of Work (SOW)

Cybersecurity Assessment Cybersecurity Assessment

Help your customers identify areas of potential risk and improve their cybersecurity programs

Provide customers with a comprehensive look at their cybersecurity infrastructure, including current software deployment and usage, and deliver key insights to help them establish the right processes for cyber-risk reduction in the cloud.

Cybersecurity Customer Deck

Cybersecurity Customer Flyer

Cybersecurity Customer Email Template

Cybersecurity Discussion Guide

Cybersecurity Statement of Work (SOW)

GDPR Assessment

On May 25th, 2018, the General Data Protection Regulation (GDPR) became effective in the European Union. This standard for personal data privacy governance, and security has also been adopted by other geographies. The first step in becoming GDPR compliant is to understand a company’s IT and data infrastructure through discovery. This assessment helps customers understand their current readiness for GDPR and outlines necessary steps to improve.

GDPR Assessment Customer Deck

GDPR Assessment Customer Flyer

GDPR Assessment Guidance

GDPR Assessment Questionnaire

GDPR Assessment Sample Report

GDPR Assessment Statement of Work (SOW)

Infrastructure Optimization Assessment Infrastructure Optimization Assessment

Helps customers select and prioritize their current server workloads and applications to transition to the cloud while providing business insights, cost control, and technology benefits.

Infrastructure Optimization Customer Deck

Infrastructure Optimization Customer Flyer

Infrastructure Optimization Customer Email Template

Infrastructure Optimization Discussion Guide

Infrastructure Optimization Statement of Work (SOW)

Data Optimization Assessment Data Optimization Assessment

Help your customers optimize their server environment

Provides guidance and resources to help customers optimize their server environment while reducing cost, complexity, and compliance risks through product End of Support. Assess current deployments and determine optimal usage on premises or in the cloud.

Data Optimization Customer Deck

Data Optimization Customer Flyer

Data Optimization Customer Email Template

Data Optimization Discussion Guide

Data Optimization Statement of Work (SOW)

Cloud Economics Assessment Cloud Economics Assessment

Help customers plan and migrate to the cloud

Provides customers with an evaluation of their cloud capabilities, including key blockers to cloud migrations. Gather a comprehensive inventory of current software deployment, usage, and licensing data; and identify prioritized recommendations for next steps to cloud deployments, including related migration cost and TCO analyses.

Cloud Economic Customer Decks

Cloud Economics Customer Flyer

Cloud Economics Customer Email Template

Cloud Economics Discussion Guide

Cloud Economics Statement of Work (SOW)

Contract Optimization Contract Optimization

Help your customers get the most out of their IT investments

Provides a complete view of current Microsoft deployments with recommendations for the right contract licensing to support customers’ business strategy. Deliverables include insights from legacy systems and software licensing, how to best use current technology, and how to make licensing decisions to fit our customers' needs. The aim is to maximize our customers' technology investments to support their organizations' innovation and growth.

Contract Optimization Customer Deck

Contract Optimization Customer Flyer

Contract Optimization Customer Email Template

Contract Optimization Discussion Guide

Contract Optimization Statement of Work (SOW)

Azure Cost Control Assessment Azure Cost Control Assessment

Help customers optimize their Azure spending

Help customers manage their cloud spending, and increase organizational accountability with insights, analysis, and recommendations to improve financial governance of their Azure solutions.

Azure Cost Control Customer Deck

Azure Cost Control Customer Flyer

Azure Cost Control Customer Email template

Azure Cost Control Discussion Guide

Azure Cost Control Statement of Work (SOW)

Teams Assessment Teams Assessment

Provide your customers with an action plan for modernizing their collaboration and communication environment

Help customers empower their employees to achieve more through an analysis of their current end-to-end IT estate, with insights into their collaboration and communication environment and guidance on modernization options.

Teams Assessment Customer Deck

Teams Assessment Customer Flyer

Teams Assessment Customer Email template

Teams Assessment Discussion Guide

Teams Assessment Statement of Work (SOW)

Teams Assessment Questionnaire

SAP on Azure Assessment SAP on Azure Assessment

Evaluate customers’ readiness for a SAP workload migration to Azure

Help customers develop a strategic plan to migrate mission-critical SAP systems to Azure with recommendations to maximize cost savings, improve agility, and increase uptime.

SAP on Azure Customer Deck

SAP on Azure Customer Flyer

SAP on Azure Customer Email template

SAP on Azure Discussion Guide

SAP on Azure Statement of Work (SOW)

SAM Managed Service Progra SAM Managed Service Progra

The Microsoft SAM Managed Service Program is designed to provide customers with a continual, governance-based service to help them more effectively manage their IT assets and processes. The Program, delivered through accredited SAM partners, offers customers ongoing high-quality services such as technology roadmaps to help them meet their short and long-term goals, SAM optimization and maturity reviews, and value-based consultations such as cybersecurity, cloud, infrastructure optimization, or product end-of-support guidance.

According to Gartner, "By 2021, growing challenges of managing multiple environments and usage scenarios, combined with SAM skills shortages, will increase the usage of SAM managed service providers by 40 percent."*

SAM is an intricate discipline with a limited supply of experienced resources. By effectively taking advantage of SAM managed service providers with essential skills and expertise, sourcing and vendor management leaders can bypass resource challenges to deliver a range of strategic benefits.

To participate in this Program, partners must meet eligibility criteria and pass a rigorous assessment, based on industry SAM standards, conducted by a third party Independent Evaluator. Once in the Program, partners will be able to utilize their exclusive status to set themselves apart in the marketplace, drive new business opportunities, gain more exposure, and become trusted advisors to customers through their digital transformation journeys.

For more information on the terms and conditions of the Program and to learn how to become an Accredited Provider, review the following documents in detail.

*Gartner “Market Guide for Software Asset Management Managed Service Providers”, Stephen White, 12 February 2018

Program Guide

Partner Terms and Conditions

Partner Accreditation Checklist

Accreditation Locations and Pricing Document

Independent Evaluator Overview - EY

Independent Evaluator Overview - PwC