Microsoft Unified Communications
Technology	Exchange Server	Office Communications Server (OCS)	Online Services
Version	Microsoft Exchange 2010 Microsoft Exchange 2007	Microsoft OCS 2007 R2	Coming Soon
Scenario	 Migration from Exchange 2007 or earlier  Notes Migration Competitive Migration  Unified Messaging (Voicemail)	Presence and Enterprise Instant Messaging  Peer A/V  Dial in Conferencing/Web Conferencing  Voice/Enterprise telephony Competitive migration

EDPS Included Services: Helping customers experience the value of a Unified Communications solution
Customers can use EDPS to help cover the cost of services and activities that will help them understand why and how to implement Exchange Server 2010, or other Unified Communications technologies. Depending on the number of days the customer qualifies for, and the services and activities they are interested in receiving, the EDPS engagement may include the ones listed below. The number of days provided by the Partner and the results of the EDPS engagement vary based customer organization size and number of users, complexity of environment, number of days included in the engagement and the agreed customer-partner scope of work. Deliverables may vary based on the Microsoft Partner’s solutions framework.

Customer Journey to a Unified Communications Solution

Customer Phase Questions and Answers	EDPS Covered Services	Estimated EDPS  Days	Possible Results	Resources & Guidance	Deliverables
					Additional Details	Required
Understand the value Q: Why Exchange 2010 or OCS and why now? How is it a fit within my environment? A: Prove the value of the new technology using the UC Business Value Assessment toolkit and then show customers how it fits within their environment in a high-level Architectural Design Session (ADS).	Business Value Assessment	1-5 Days	Business Case Document	UC Business Value Assessment toolkit	View details on the suggested customer deliverable framework for a UC BVA here.	1. EDPS Engagement Profile Form 2. Customer Deliverable
	Architectural Design Session	1-3 Days	Assessment of organizational requirements, identify goals	Coming soon
Test Drive It Q: I want to try new features in my lab environment, but need to see enhanced features in production and let some users try it out. A: Help customers try new and enhanced features in a lab or in a limited production environment.	Proof of Concept (POC) – Lab Environment	2-10 Days	Varies based on desired parameters for the POC or Pilot POC/Pilot Evaluation Document –use results to assist in development of a test plan	Coming soon
	Limited Production Pilot	3-15 Days			A limited production pilot can be included as part of an EDPS engagement. The production pilot can only support a maximum of 10% of the user-base within the customer organization.
Plan the Solution Q: What’s the plan and process? How do I optimize and plan the build and design for my organization? A: Dive deep into defining organizational needs to help design a solution and create a customized deployment plan.	Strategy Briefing	1- 15 Days	Summary of engagement findings Supporting documentation to develop a custom deployment activities plan (project plan template), possibly including: Conceptual design (or design validation & recommendations) Conceptual migration strategy Risk assessment High-level vision/scope document	Engagement materials
	Design planning and review	3-15 Days
	Technical Sessions	3-15 Days

EDPS Guidance on Customization
Approved Partners can customize an EDPS engagement after a thorough analysis of the customer’s needs based on where the customer is at in their Unified Communications implementation (whether still considering or in need of deployment planning assistance), and can leverage their own Partner-developed methodologies based on Microsoft best practices to deliver the engagement. For additional guidance on how to tailor engagements based on customer needs, review the EDPS delivery guides included in the engagement materials.

Program Required Deliverable
The required deliverable for the program is twofold. Both pieces of documentation must be completed and uploaded into VVR as part of the voucher redemption and payment process:

1. EDPS Engagement Profile
   This is a three-page form that functions as a proof of engagement to confirm details of delivery that includes:
• The technology, scenarios, and services delivered
• Partner org, voucher and delivery information
• High-level Customer environment information
• Engagement summary including recommended customer next steps
• Engagement and program feedback
2. Customer Deliverable
   Partners are required to upload the customer deliverable resulting from the EDPS engagement as part of the voucher redemption and payment process. For this customer deliverable, partners have two options:
   
   
   • Use the EDPS provided template for the customer deliverable. This template is entitled, “EDPS Engagement Summary and Recommendations.” It is included in the engagement materials.
      -or-
   
   • Use the standard customer deliverable documentation in use by their Partner organization.

EDPS Engagement Materials
The engagement materials section provides you with the guidance, resources and materials you need to successfully conduct EDPS engagements as an approved EDPS provider. View the materials now.