Lifecycle Management

1. Account Planning Session Tool
2. Renewals Pipeline for agreements and contracts
3. Portfolio of OEMs
4. Quick Reference for agreements and contracts (software and maintenance)
5. Customer Agreement and Contract Review Sessions
6. OEM Co-Term Opportunities
7. Tail Spend Opportunities

1. Renewals Pipeline for agreements and contracts
2. Quick Reference for agreements and contracts (software and maintenance)
3. Portfolio of OEMs

1. Renewals Pipeline for agreements and contracts
2. Quick Reference for agreements and contracts (software and maintenance)
3. Portfolio of OEMs

1. Account Planning Session Tool
2. Renewals Pipeline for agreements and contracts
3. Customer Agreement and Contract Review Session
4. Portfolio of OEMs
5. Quick Reference for agreements and contracts (software and maintenance)
6. OEM Co-Term Opportunities
7. Tail Spend  Opportunities

1. Open Lifecycle Management Tool
   1. Request Access to LCM
2. Filter on Account using the 'Customer' Filter

1. Create Additional parameters using 'OEM' and 'Contracts Ending in' Filters
   1. OEM - Select one or multiple to drill into specific OEMs based on the planning session

1. Contracts Ending in - This is based on the agreement and contracts' end date.  
   1. Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
      1. Select the beginning date, then scroll and select the ending date

1.  Leverage the Output cards based on your account planning needs
   1. Click on 'Details' for more information about the agreement or contract

1. Open Lifecycle Management Tool
   1. Request Access to LCM
2. Filter on Account using the 'Customer' Filter

1. Contracts Ending in - This is based on the agreement and contracts' end date
   1. Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
      1. Select the beginning date, then scroll and select the ending date

1. Create Additional parameters using 'OEM' and 'Contracts Ending in' Filters
   1. OEM - Select one or multiple to drill into specific OEMs based on the planning session

1. Leverage the Output cards based on your pipeline needs
   1. Click on 'Details' for more information about the agreement or contract

1. Open Lifecycle Management Tool
   1. Request Access to LCM
2. Click 'Demo' prior to sharing data
   1. Click on the 'Enable' toggle (it will turn blue).
   2. Enter the Customer Name in the customer search area.  Click Apply.

1. Filter additional criteria as needed
   1. Contracts Ending in - This is based on the agreement and contracts' end date.
      1. Select a canned filter or customize your own by using 'Custom Date Range" in the dropdown
         1. Select the beginning date, then scroll and select the ending date

1. Create Additional parameters using 'OEM' 
   1. OEM - Select one or multiple to drill into specific OEMs based on the review session

1. Review output cards based on the selected filter
   1. Click on 'Details' for more information about the agreement or contract
   2. 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.

1. Open Lifecycle Management Tool
   1. Request Access to LCM
2. Filter on OEM using the 'OEM' Filter

1. Open Lifecycle Management Tool
   1. Request Access to LCM
2. Filter on OEM using the 'OEM' Filter

3. Review contracts to determine co-term opportunities to simplify a customer's footprint.

1. Contact Andrew Tookey for further assistance in Tail Spend standard practice.