myEA at Insight UK

Process Guidance - Year 1

T-36 Process Guidance - Year 1


Action Items

Critical Outcomes

Tools to Help

  • EA Newly Signed/Renewed
  • Annual Joint Account Planning
  • SA Benefit Activation
  • IO & Deployment Strategy
  • Customer Post-Signing Meeting
  • Customer Introduction to SAM Methodology
  • Proactive True-Up Engagement
  • SA Benefit Consumption Engagement
  • IO & Deployment Update
  • 3-year deployment plan around IO optimisation
  • Software Assurance Benefit (SAB) activation
  • Software Asset Management (SAM) plan in place
  • True-Up process established with First-Year True-Up Process complete, including cross-sell and up-sell
  • Customer Enterprise Agreement (EA) Welcome Kit
  • Customer Software Assurance Partner Strategy Guide
  • Softare Assurance (SA) Reports
  • Customer Post Signing/Meeting Template
  • Parnter Optimisation Toolkit
  • Software Asset Management (SAM) Optimisation Model PPT