Lifecycle Management
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Owned by Ashlyn Stephens
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Enablement by Role
Below is a list of activities by role in which Lifecycle Management can provide value and assistance.
- Account Planning Session Tool
- Renewals Pipeline for agreements and contracts
- Portfolio of OEMs
- Quick Reference for agreements and contracts (software and maintenance)
- Customer Agreement and Contract Review Sessions
- OEM Co-Term Opportunities
- Tail Spend Opportunities
- Renewals Pipeline for agreements and contracts
- Quick Reference for agreements and contracts (software and maintenance)
- Portfolio of OEMs
- Renewals Pipeline for agreements and contracts
- Quick Reference for agreements and contracts (software and maintenance)
- Portfolio of OEMs
- Account Planning Session Tool
- Renewals Pipeline for agreements and contracts
- Customer Agreement and Contract Review Session
- Portfolio of OEMs
- Quick Reference for agreements and contracts (software and maintenance)
- OEM Co-Term Opportunities
- Tail Spend Opportunities
Enablement by Activity
Below are step-by-step instructions on how to use Lifecycle Management by activity.
- Open Lifecycle Management Tool
- Request Access to LCM
- Filter on Account using the 'Customer' Filter
- Create Additional parameters using 'OEM' and 'Contracts Ending in' Filters
- OEM - Select one or multiple to drill into specific OEMs based on the planning session
- Contracts Ending in - This is based on the agreement and contracts' end date.
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Select the beginning date, then scroll and select the ending date
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Leverage the Output cards based on your account planning needs
- Click on 'Details' for more information about the agreement or contract
- Open Lifecycle Management Tool
- Request Access to LCM
- Filter on Account using the 'Customer' Filter
- Contracts Ending in - This is based on the agreement and contracts' end date
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Select the beginning date, then scroll and select the ending date
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Create Additional parameters using 'OEM' and 'Contracts Ending in' Filters
- OEM - Select one or multiple to drill into specific OEMs based on the planning session
- Leverage the Output cards based on your pipeline needs
- Click on 'Details' for more information about the agreement or contract
- Open Lifecycle Management Tool
- Request Access to LCM
- Click 'Demo' prior to sharing data
- Click on the 'Enable' toggle (it will turn blue).
- Enter the Customer Name in the customer search area. Click Apply.
- Filter additional criteria as needed
- Contracts Ending in - This is based on the agreement and contracts' end date.
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Select the beginning date, then scroll and select the ending date
- Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
- Contracts Ending in - This is based on the agreement and contracts' end date.
- Create Additional parameters using 'OEM'
- OEM - Select one or multiple to drill into specific OEMs based on the review session
- Review output cards based on the selected filter
- Click on 'Details' for more information about the agreement or contract
- Click on 'Entitlement' within Cisco Agreements or 'Lines' on software subscriptions (SaaS) for more information
**Customers have the ability to export this data. Refer to the 'Export from Lifecycle Management' PDF in the additional resources below.
- Open Lifecycle Management Tool
- Request Access to LCM
- Filter on OEM using the 'OEM' Filter
3. Review contracts to determine co-term opportunities to simplify a customer's footprint.
- Contact Andrew Tookey for further assistance in Tail Spend standard practice.
Resources
Export From Lifecycle Management
A step-by-step guide for customers to export data from Lifecycle Management.