beta_nomination


Beta Form

=================================================================== CALL FOR BETA CALL FOR BETA CALL FOR BETA CALL FOR BETA ===================================================================

XYZ today is announcing the call for beta sites for a major new XYZ solution, known as XYZ.

PRODUCT DESCRIPTION

TARGET MARKET FOR BETA

IMPORTANT DATES

Deadline for submitting beta nominations ddmmmyy Start of beta nominations ddmmmyy Start of beta training ddmmmyy Start beta ddmmmyy Complete beta ddmmmyy

PRODUCT FEATURES AND BENEFITS

WHAT TO DO NEXT

Supporting a beta for a product of this magnitude are substantial. Please walk through the following steps before submitting the name of a prospective user to:

1. Review the attachments SELECTING BETA SITES PROGRAM AND PRODUCT OVERVIEW 2. Contact potential users meeting the selection criteria. 3. Describe the product to the candidate. 4. Involve district/region/country personnel. 5. Discuss customer goals and obligations. 6. Fill out and submit to by ddmmmyy the attached BETA SITE NOMINATION FORM

Personnel in the following groups are available to help during this process:

Refer to SELECTING BETA SITES for members of these groups who have been trained in the XYZ product.

SELECTING BETA SITES

This document contains information that will enable you to select appropriate candidates to beta test the XYZ product:

- Beta Objectives - Beta Selection Criteria - Getting Help - Environmental Requirements - Recommended Beta Test Scenarios - Beta Calendar - Beta Training

Beta Objectives

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The purpose of this beta test is to evaluate the complete product, XYZ, including role in the marketplace, distribution to customers, installation, functionality, performance and supportability. This evaluation will be undertaken at a minimum of 6 and a maximum of 10 beta sites. It is an objective of the beta testing to obtain substantial feedback from users in order to ensure the soundness of the product for general availability and to prioritize important product amendments or enhancements.

Beta Selection Criteria

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Site selection will be focused primarily on the following HIGH PRIORITY selection criteria:

1. Upon successful completion of beta, will the user be willing to be a reference and/or included in a published application brief? 2. Has the user a demonstrated commitment to improved XYZ functionality by applying the necessary resources (e.g. products, staff, organization)? 3. Has the user committed appropriate personnel and the minimum number of hours of beta testing, as defined in the BETA PLAN, Section 5.2? 4. Is the user planning to acquire XYZ product in order to do, at a minimum, one of the following: 5. In addition to a beta analyst, will a trained field analyst be available for consulting throughout the beta planning and testing period?

THE BETA NOMINATION FORM MUST REFER TO THESE HIGH PRIORITY SELECTION CRITERIA.

In addition to meeting the above requirements, a prospective beta candidate will increase the likelihood of being selected by meeting as many of the following optional requirements as possible:

Getting Help

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One of the XYZ trained personnel roles is to assist account teams with both the selection and beta test process. The following have sufficient product knowledge and presentation materials that they could assist in giving product overviews to prospective beta candidates.

Environmental Requirements

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Required:

Recommended Beta Test Scenarios

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A beta candidate must submit a beta test plan before beta testing can begin. The scope of the plan should include plans for three types of testing:

Product Installation Component Testing End-to-end Functional Testing

Although a completed beta test plan will not be required prior to acceptance as a beta site, customer intentions for each type of testing will be used to select beta sites. Please review the XYZ BETA PLAN, Test Scenario Guidelines, to ensure prospective beta candidates understand the type of testing we are striving for.

Beta Calendar (yyyy)--------------------

Call for beta sent to Divisions ddmmm Close of beta nominations ddmmm Beta site selection ddmmm Beta training start ddmmm Beta test plans complete ddmmm Start of Beta ddmmm Beta refresh ddmmm End of Beta ddmmm

Beta Training

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Initial Beta training has been scheduled to occur on mmmddyy. Beta training is intended for all customers or users and the beta analyst. As with all beta classes, travel expenses are the responsibility of the participating field office. The beta class will be x days in duration. If attendance at the beta class is too great a number to manage, a second class will be offered at a time and geographical location to be announced after beta selection is complete.

Call to Beta ADDENDUM

PRODUCT AND PROGRAM OVERVIEW

This document includes a discussion of the goals of the XYZ program, a high level description of the functions delivered through theXYZ products, and product positioning statements. This information is essential for customers to be able to understand the role that XYZ products will play in their operations management planning. Sections included are:

- Program Goal - XYZ Products - Relationship to Existing xxx Products - Relationship to the XYZ Architecture

Account teams must thoroughly review and understand this material before introducing the product to the customer for beta consideration.

Program Goal

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Today's XYZ Products

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BETA SITE NOMINATION FORM

1. Customer Name:________________________ System #:__________ Customer Address:_________________________________________ _________________________________________ Customer Industry/Application:____________________________ 2. Supporting XYZ Office - City:_____________ 3. Sales Rep: _____________________ Emp#_______ Contacts: S.A. _______________________ Emp#_______ C.E. _______________________ Emp#_______ 4. Provide information on the Company/Customer relationship. A. Is this a key account? ___________(y/n) B. Account Size? ___________ C. Has the customer participated in other Betas? (y/n) D. If the customer has participated in other Betas, please list the products and the customer attitude at conclusion of beta. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ E. Does this customer require special attention? ________________________________________________________________ ________________________________________________________________ G. Is this product critical to the customer's environment? ________________________________________________________________ ________________________________________________________________ 5. Provide the following information on the customer's business environment for which the BETA Test is requested. A. Reason's for participating in beta ________________________________________________________________ ________________________________________________________________ B. Describe the Customer's goals in participating in the beta? Product functionality _________________________________________ Product installability and quality ____________________________ Personnel productivity ________________________________________ Solving a business requirement ________________________________ C. Assess the risk of: Discontinuing the beta ____________________________________________________________ Slipping the beta start date ____________________________________________________________ Extending the length of Beta test ____________________________________________________________ D. Describe the system configuration: network(s) _______________________ Terminals _______________________ Memory _______________________ CPUs _______________________ Disk _______________________ E. What release of the operating system will the BETA site use? F. Describe if applicable, the XYZ environment: How long has it been installed? ___________________ Is it in production? _____ How Long? ___________ What release is installed? (include date stamp) _________________________ What is the customer's ability to support XYZ? (Use scale of 0 - 10, with 10 being max.) ____ G. Describe if applicable, the XYZ environment: H. Does the account have a test system? --if so, How much "production" is done on it? How much pain will it cause the customer if their test system crashes? (we don't expect crashes, but this is a BETA Test)? ____________________________________________________ ____________________________________________________ ____________________________________________________ I. What is the customer's scheduled production date for XYZ? _______________ J. Which of the following environments will be managed via XYZ? ____ Systems ____ Networks ____ Other ___________________ 6. Account Support: A. What is the local support commitment allocated for this BETA? (for example, 1/2 analyst) __________________________________________________________ B. Who is the analyst(s) that will support the BETA Test? __________________________________________________________ C. Describe the current level of XYZ training and experience of the BETA support analyst(s): __________________________________________________________ __________________________________________________________ 7. Customer Technical Skills: A. What personnel resources is the customer commiting to this Beta? (for example, 1 full-time analyst) ______________________________________________________ B. Describe the current level of XYZ training and experience of the of the customer's technical personnel assigned to the project: __________________________________________________________ __________________________________________________________ C. Describe, if applicable, the additional training plans for the customer's analyst: __________________________________________________________ __________________________________________________________

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