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Expert Insights on Microsoft 365’s Self-Serve Template and Action Plan

Name: Work 365
Price range: $

In this webinar, we dive deep into Microsoft 365’s Self-Serve Template and Action Plan, designed to help partners streamline how they engage with customers. From managing subscriptions to providing automated self-service options, this session brings expert guidance on best practices for leveraging the tools at your disposal.

Hosted by Ismail Nalwala, CEO of IOTAP, and joined by industry experts Jared Smith, Senior Director of Vendor Strategy and Acquisition at Pax8, and Michael Tantau, Senior Product Manager at Swisscom, this discussion covers a wide range of topics crucial for CSP partners looking to enhance their marketplace, self-service offerings and take control of their CSP management.

Key Takeaways

Understanding Self-Serve Marketplaces: Learn what defines a self-service marketplace and how it differs from traditional e-commerce. Understand the role of platforms like Microsoft’s Marketplace and the value they bring to CSP partners.
Managing Subscriptions Efficiently: Explore the importance of managing existing subscriptions versus focusing on acquiring new customers. The speakers emphasize streamlining operational efforts for existing clients to improve their experience.
Best Practices from Microsoft’s Template: Microsoft’s Self-Serve Template provides a set of best practices for enabling customer applications, managing trends like omnichannel purchases, and understanding the influence of AI.
Scenarios to Implement Self-Service: The webinar highlights three key scenarios where self-service can be a game-changer:
- Acquiring new Microsoft 365 customers.
- Partner switching for existing customers.
- Streamlining subscription management for customers.
Benefits for Partners and Customers: Self-service brings efficiency, cost savings, and a better customer experience. This approach can help partners reach more clients, enhance product offerings, and improve overall customer satisfaction.

Panelist Insights

Ismail Nalwala discusses IOTAP’s journey in developing their own marketplace, sharing lessons learned and what factors contributed to success and challenges.
Jared Smith of Pax8 offers valuable insights on the investment needed to create an automated self-service platform, discussing how Pax8 has integrated over 100 vendors into their cloud marketplace.
Michael Tantau explains how Swisscom evolved from a marketplace to a self-service platform, focusing on how they address customer needs across multiple business segments, from small partners to large enterprises.

Who Should Watch This Webinar?

This session is ideal for CSP partners, product managers, IT leaders, and business owners looking to improve their self-service offerings or enhance customer experience through better CSP management and digital transformation.

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Chapters

[00:00 – 03:30] Introduction and Welcome

[03:31 – 10:45] Understanding the Self-Service Marketplace

[10:46 – 20:15] Managing Subscriptions Effectively

[20:16 – 32:30] Exploring Microsoft’s Self-Serve Template

[32:31 – 42:55] Real-World Scenarios for Self-Service

[42:56 – 54:30] Expert Panel Discussion

[54:31 – 59:45] Q&A Session

[59:46 – End] Closing Remarks & Next Steps