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Nerdio Fundamentals: Plans Designer

0 commentsJuly 30, 2019Videos

Joseph Landes:
In this session, we’re going to show you a tool we have created to help MSPs show the public their various offerings. We call it the Plans Designer.

Joseph Landes:
You will see that it allows MSPs to publish to their website a variety of different plans that take into account everything from their managed virtual desktop offering to Office 365, Azure infrastructure, help desk and support, and any other additional addons and services they wish to offer. With just a few clicks, the MSP can format the offerings in their look and feel, and quickly publish them to their website.

Joseph Landes:
Another example how at Nerdio we are all about helping MSPs be successful in the market.

Vadim Vladimirskiy
Today we’ll be discussing the Plans Designer that you can find in the Nerdio admin portal, under the Settings menu.

Vadim Vladimirskiy
The goal of the Plans Designer is a way to help our MSP partners package together and present in a visual way, potentially on their website, or maybe as a printout, an offer that’s based on the Azure infrastructure with some managed services wrapped into it.

Vadim Vladimirskiy
Conceptually, again, what we’re trying to create is something that looks like this. I’m going to click on the preview button. It’s basically going to be a nice looking page, basically a pricing page that will be broken down into a handful of sections that are configurable, and we’ll go through that process. Each of those sections, we can have various components, different plans, different prices, and different features available within each one of the plans.

Vadim Vladimirskiy
This is the end results. We’ll spend our time today actually going through and creating a sample plans page for a partner.

Vadim Vladimirskiy
So, again, you get to this screen by going into Settings, and Plans Designer. This is unique to a particular partner’s account, so you’ll see that there’s a white labeled URL that is listed over here. That’s going to be what they’re going to be publishing on their website, or integrated as an iframe, or something like that.

Vadim Vladimirskiy
I’m actually going to go through and reset all of these sections to their defaults. I’m going to go all the way to the bottom here, and I’m going to say Revert all Changes. Say yes. Then, I’m going to click publish. After I click publish, I’ll be able to click this preview button. You’ll see it changed a bit.

Vadim Vladimirskiy
So, let’s go through the process. What are the building blocks of the pricing page? There are one, two, three, four, five components that could be configured on the pricing page, starting with a managed virtual desktop, which is something that a partner would roll all of their managed services into, potentially. Again, we’ll go through it in detail in a minute. Then, there is Office 365, then we have Azure infrastructure, then we have help desk and support, and then additional services and addons.

Vadim Vladimirskiy
What you’ll notice is most of these sections have an on off button next to them. For instance, here we have a managed virtual desktop, which does not have an on off button because that’s where the managed services piece of the offering goes, however the Office 365 can be turned off. If we click this to be off, and we go again to preview our page, you’ll notice we no longer have an Office 365 section. Okay?

Vadim Vladimirskiy
Let’s go ahead and turn that back on. We can also not turn off Azure infrastructure, because the two mandatory building blocks are the Azure infrastructure, and the managed services offered on top of the Azure infrastructure, but you can turn off help desk and support, you can turn off Office 365, and you can turn on and off the additional services and addons.

Vadim Vladimirskiy
All right, let’s say we’re going to go through and first define what our managed services for virtual desktop is going to look like. Let’s say we don’t like this name. Instead of calling it Managed Virtual Desktop, we’re going to call it Virtual User Environments. Okay. I don’t know if I spelled that right, I can’t type today.

Vadim Vladimirskiy
Okay, if we click off of that page. I misspelled it again, but we’ll leave it alone. Then, we have the different sub plans. You can have anywhere between one and three plans. You can uncheck the individual ones, and it will hide those columns.

Vadim Vladimirskiy
Let’s say we’re going to go with all three, but we’re going to call them what we call NPC plans. Let’s call this Professional, this one’s going to be Performance, and Enterprise.

Vadim Vladimirskiy
Then, you have the individual line items. When you click on an individual line item, if you click on the name, you can change the name. You can also remove that particular line item completely. Let’s say Windows 10 Experience becomes a redundant or an obvious thing, so we can just click here, then we can click remove. That line item is gone. Multi-monitor support, you can see we have a main line item up here, and then we also have a subtext that comes up in smaller font underneath it. For each of the plans, there is either a checkbox, or there is also a checkbox with additional text.

Vadim Vladimirskiy
You can so Professional, let’s remove the up to four monitors. We can say with Professional, you get two screens. With Performance, you get three screens, and with Enterprise you get four screens.

Vadim Vladimirskiy
Now, let’s say you wanted to streaming desktop to appear above the multi-monitor, you can drag and drop this. Now, we can change the order pretty easily. If you wanted to add a new line item, you just say Add New Feature, give it a name, a description, again, mainline text, subtext, check the boxes and provide any optional text next to the box.

Vadim Vladimirskiy
This is our managed services section. We can then specify our price pre month, price pre user, price per anything. You can type in the free text of what the units are, and then the actual price and the currency that price is going to be in.

Vadim Vladimirskiy
Let’s go down to the Office 365 section. Again, I showed you, you can turn the whole section on and off if someone doesn’t want to be reselling Office 365, or doesn’t want to be displaying it on this particular page, they have the option of hiding it. They can obviously change the title of the page. There are between one and five selections that you can make.

Vadim Vladimirskiy
Let’s say you’re only going to be selling one type of plan, you’re going to be selling Enterprise E5 only, then this is all you would do. You cannot uncheck this, because you need at least one. Then, if you go and preview what that looks like, you’ll see the virtual user environments, and you have your single option for Office 365.

Vadim Vladimirskiy
In most cases, there’s going to be more than one. For example, let’s say E3, E1, and E5. All of this is configurable, the prices are configurable based on what kind of additional services or margin the partner may want to build in. These prices here, for instance, are the list prices you would see on the Microsoft page, and these features are just the ones selected that are most relevant based on what Microsoft publishes.

Vadim Vladimirskiy
We have our E1, which has 50 gigabyte mailboxes. We have our E3 and E5, got 100 gig mailboxes. One Drive, installed Office on the desktop is only available on E3 and E5, et cetera. You get the picture.

Vadim Vladimirskiy
If you mess up something in any of the sections, or in the entire thing, you saw me able to do revert all on the entire page, or you can do a revert on a particular section. Let’s say I made some changes, I typed in something I shouldn’t have, and I don’t remember the original value. You can just click Revert, and that should put everything back to the way it was initially.

Vadim Vladimirskiy
Let’s move onto the infrastructure. Same story here, between one and five plans, and they can be renamed the way that the partner sees fit. They have the option of renaming both the section as well as individual plans. You can select between one and three.

Vadim Vladimirskiy
Now, if you have a partner that’s only going to be selling to smaller accounts, maybe they don’t want to show Enterprise. If they’re going to be selling only larger accounts, and not the Professional accounts, they may want to display only Enterprise, or a mix of the two. If we select Enterprise … Let’s select one of these just as an example.

Vadim Vladimirskiy
You’re selling one of two versions. A customer can either subscribe to a very tiny infrastructure that’s going to have a fix cost associated with it, right there. Or, it can have a flexible enterprise type infrastructure, which will not have a fix cost, it will have a starting at price, plus a button to actually do a more accurate estimate. Again, all of these options are configurable. Let’s just go through a few of them.

Vadim Vladimirskiy
This is going to be a [inaudible 00:10:37] enabled Azure subscription, it’s going to have an uptime of whatever the uptime is. Let’s say this is 99.95. It’s going to have this amount of shared storage. This one is going to be starting at 128 SSD, this is 512 spinning media. Self service protal, in region backup, and then all of these other features are only available under the Enterprise plan because that’s what the partner decided to select. That’s because it aligns with how Nerdio for Azure is packaged, as well.

Vadim Vladimirskiy
It doesn’t have to align. They could decide to create their own variations and add their own items into this list.

Vadim Vladimirskiy
Now, what you also have is this line item where you can add an additional infrastructure management fee. For instance, here you’re going to change an additional $75 a month for managing of the infrastructure, and here you’re going to change an additional, I don’t know, let’s call it $250 per month to manage the infrastructure. If someone is selling Azure at cost, or at least at the list price of Azure, they can actually add a management fee on top of that infrastructure from right here.

Vadim Vladimirskiy
Let’s go ahead and preview, and you’ll see that we have our virtual user environment, we have our Office 365, and now we have our two plans for Azure infrastructure. Here’s our one plan that doesn’t have any of these features, but does have an infrastructure management fee of $250. This one has a starting price and an estimate price button. If you click here, it asks for some basic information, like how many users, what is going to be the total amount of shared data, are there going to be additional applications or database servers, the type of commitment the customer wants to make, and what location the data center is going to be in.

Vadim Vladimirskiy
In theory, what would happen after you click the confirm button, it would update this price to be starting at, reflective of what changes were configured on this screen right here.

Vadim Vladimirskiy
Let’s keep going down the line. Then, we have our help desk and support, again an optional section. This is a way for an MSP to also put their support packages on that same page. Everything is configurable, as before. The title, the section, the name of each plan, ability to select between one and three, and then the various features including the price.

Vadim Vladimirskiy
As you can see, this is similar to how NPC support works. By the way, these buttons up here are clickable. If you click down here, it takes us right to that section. Here is what we saw on the previous screen.

Vadim Vladimirskiy
Finally, the last section, which is also optional, are additional services. This could be anything from one time migration services, virtual CIO, individual licenses. Things like SQL server, DLP and activity monitoring, it could be UKS, or voice over IP type services. Really, anything else the partner sees as complimentary to selling managed desktops on top of Azure with Office 365 and support. This would be another way, another section where they can add various features.

Vadim Vladimirskiy
If we click here, you can see that there aren’t plans or there aren’t individual additions because this is just a way of listing multiple things in these little boxes. If we go to Preview and look at the section on the bottom, you’ll see it just lists them in boxes like this. They can either have a price, or they can have a button for Contact Us.

Vadim Vladimirskiy
Then, all the way on the bottom here is a bit of customization that’s available. You can customize the page title. This would be the page title, up here. Oops. Right, this page title is customizable. You can customize the title color, you can also customize this intro text that sits up here. You can customize any text that goes in the footer. If you go to this section down here, you can put text into this blue footer down there.

Vadim Vladimirskiy
You can also select an image. This image right here is the one that you see at the top of the page. This could be replace. You can upload the file or point it into a URL. Then, there is a button at the bottom where you can either have a button or have no button. If we do no button, then the page will basically end like this, there will not be a footer. If you do enable a button, then it lets you capture that lead, tell it what the button says, and where it sends the user, and whether it opens in a new browser window or not.

Vadim Vladimirskiy
If we take a look at it with the button, if they click on Start your Trial Today, that will open up a particular page, taking them directly to some sort of a form that the partner would have on their website that they could send customers to.

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