edge partner program for north america edge_na chan… · how to use this program guide. welcome....

28

Upload: others

Post on 16-Jul-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

How to Use this Program GuideEDGE Partner Program for North America

WelcomeDear SMART Partner

The EDGE Partner Program Guide is an information source for our Partner Community ithas been developed to facilitate the key information you need on Programs tools andresources

With easy navigation and references to relevant websites it will save you time you mightotherwise spend navigating for the information and updates you need

For easier access to the Guide you can save the Guide to your desktop as a PDF so youcan access the valuable information quickly without having to wait for it to download eachtime or for when you do not have internet access Save using the PDF save function orby pressing ldquoSave Guiderdquo on the first page of the document

The EDGE Partner Program Guide is updated annually and is presented in our easy tonavigate format If you want to comment on the EDGE Program or suggest a topic thatshould be part of the Program use the Submit Feedback link available at the bottom ofthis page or submit your comments directly to resellercontractsupportsmarttechcom

This Program guide is intended for SMART channel Partner companies participating in the EDGE Partner Program At any time we may use the term ldquoResellerrdquo and ldquoChannel Partnerrdquo or ldquoPartnerrdquo interchangeably The Program includes the following sections

bull Partner Program Overview ndash a high-level overview of SMART Technologies Partner Program framework go-to-market models Program benefits and requirements

bull Enablement Overview ndash A more in-depth overview of the training Partners need to reach higher close rates and drive greater revenue results

bull Demand Generation Overview ndash A more in-depth overview of the sales and marketing tools available to help the Channel Partner create interest in SMARTrsquos products and services

bull Engagement Overview ndash A more in-depth overview of how SMART and the Channel Partner work together to offer solutions to end-users ensuring customer satisfaction

bull Terms and Conditions ndash An overview of the terms and conditions of the SMART EDGE Partner Program

bull Appendix A ndash Demonstration Equipmentbull Appendix B ndash Technical Support Levels

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

2

Table of Contents

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

3

How to Use This Program Guide 2Program Overview 4Program Framework 5Partner Tiers 6Membership Period Renewals amp Advancements 7Non-Financial Benefits 8Financial Benefits 9Requirements 10Enablement 11Accreditation 11Competency by Tier 12Education Competency Tracks 13Business Competency Tracks 14Demand Generation 15Pricing and Discounts 15Sales Tools and Programs 16SMART Portals and Website 17Product Demonstration 18Customer Engagement 19Customer Support 19SMART Support Services 20Level 1 amp 2 Technical Support 21SMART Engagement 22Channel Relationship Management 22

Account Management 23Terms amp Conditions 24Appendix A 25Demonstration Equipment Requirements 25Appendix B 26Level One Defined 26Level Two Defined 27Level Three Defined 28

PROGRAM OVERVIEW

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

SMART Technologies is a leading provider of technology solutions that enable inspired collaboration in classrooms and workplaces around the world by turning group work into a highly interactive engaging and productive experience SMART delivers integrated solutions that combine hardware software and services designed for superior performance and ease of use and remains a world leader in interactive displays SMARTrsquos Partner base of Channel Partners and Distributors is the best in the industry bringing excellence in classroom learning and enterprise collaboration solutions to our collective customer base The SMART EDGE Partner Program (the ldquoPartner Programrdquo) offers a clear path to success when assisting Partners with their customersrsquo requirements

Partner Program FrameworkThe EDGE Partner Program governs the overall businessrelationship between SMART and your organization TheProgram outlines the general requirements and benefits ofparticipation in the Partner Program including accreditationmarketing activities publicity and badge use availablechannel Programs as well as other pertinent aspects of theSMART and Partner arrangement

This value-based Program encourages you to differentiateyourself by demonstrating your capabilities in SMARTTechnologies hardware and software solutions Yourachievement of these competencies and specialties allowscustomers to feel confident that you have the skillsnecessary to implement SMART solutions and services tosolve customer collaboration and business problems

Eligibility for The Fiscal Year 2020SMART products are differentiated between Education andEnterprise as indicated by their product code anddescription Channel Partners may be authorized for eitherthe Education or Enterprise market segments or bothEducation products are intended for sale to primary andsecondary institutions (ie Kindergarten to grade 12) highereducation institutions and government entities onlyEnterprise products are intended for sale to businesseshigher education institutions and government entitiesThe Partner Program is flexible to allow Partners choice based on business model sales and technical capabilities and willingness to invest We reward you for developing the breadth and depth of your skills Channel Partners will choose from three levels of accreditation within the Partner Program either Platinum Gold or Silver

Each accreditation level has specific requirements in these areas

1 Certifications in sales technical and installationtraining

2 Number of individuals that hold certifications3 Service and Support capabilities relevant to each

market authorization and tier level4 Customer satisfaction ratings as required by

certification level (under development)With each increased tier level Partners benefit from anincreased level of support branding and economicincentives from SMART including access to products andservices technical support sales and marketing toolsonline training marketing resources and sales promotionsTo participate in the Partner Program you must meet theProgram requirements and maintain the certificationqualifications throughout the year

5

SMART Technologies EDGE Partner ProgramPROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

DEMAND GENERATIONENABLEMENTPROGRAM

OVERVIEWCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

FOR NORTH AMERICA ndash (UNITED STATES amp CANADA) FISCAL YEAR 2020

PROGRAM OVERVIEWPARTNER TIERS

Platinum

The Platinum Level is designed for Resellerswho choose to meet the highest standards ofexcellence for positioning selling and servicingthe complete suite of SMART hardware andsoftware solutions in their authorized market orgeographic segments

Gold

The Gold Level is designed for Resellers whoposition sell and service the complete suite ofSMART solution products and services acrosstheir authorized market or geographicsegments with excellence These Resellersmeet SMARTrsquos high standards for salesmarketing and service in providing SMARTsolutions

Silver

The Silver Level is designed for Resellers whodemonstrate basic sales and technicalcompetence with SMART solutions in theirauthorized market or geographic segments

PARTNER TIERSPROGRAM FRAMEWORK MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

6

Education Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Education Market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Education products In accordance with the terms of the Agreement Resellers must comply with SMARTrsquos Partner Program to remain in good standing and will only provide product to those end-user customer types as indicated in their Agreement

Enterprise Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Enterprise market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Enterprise products For Partners purchasing through a distributor authorization under and compliance with the Partner Program is a condition of accessing our distribution channel

Partner Tiers To effectively prepare Resellers to represent SMART products and drive profitable growth each level encompasses minimum eligibility standards for enablementtraining demand generationmarketing and engagementsupportAs a new Partner you enter the Program at the entry level or lowest tier for your market Each tier has its own benefits and requirements Partners may advance to a higher tier upon achieving specified revenue targets and adhering to the tiered Program requirements

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 2: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Table of Contents

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

3

How to Use This Program Guide 2Program Overview 4Program Framework 5Partner Tiers 6Membership Period Renewals amp Advancements 7Non-Financial Benefits 8Financial Benefits 9Requirements 10Enablement 11Accreditation 11Competency by Tier 12Education Competency Tracks 13Business Competency Tracks 14Demand Generation 15Pricing and Discounts 15Sales Tools and Programs 16SMART Portals and Website 17Product Demonstration 18Customer Engagement 19Customer Support 19SMART Support Services 20Level 1 amp 2 Technical Support 21SMART Engagement 22Channel Relationship Management 22

Account Management 23Terms amp Conditions 24Appendix A 25Demonstration Equipment Requirements 25Appendix B 26Level One Defined 26Level Two Defined 27Level Three Defined 28

PROGRAM OVERVIEW

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

SMART Technologies is a leading provider of technology solutions that enable inspired collaboration in classrooms and workplaces around the world by turning group work into a highly interactive engaging and productive experience SMART delivers integrated solutions that combine hardware software and services designed for superior performance and ease of use and remains a world leader in interactive displays SMARTrsquos Partner base of Channel Partners and Distributors is the best in the industry bringing excellence in classroom learning and enterprise collaboration solutions to our collective customer base The SMART EDGE Partner Program (the ldquoPartner Programrdquo) offers a clear path to success when assisting Partners with their customersrsquo requirements

Partner Program FrameworkThe EDGE Partner Program governs the overall businessrelationship between SMART and your organization TheProgram outlines the general requirements and benefits ofparticipation in the Partner Program including accreditationmarketing activities publicity and badge use availablechannel Programs as well as other pertinent aspects of theSMART and Partner arrangement

This value-based Program encourages you to differentiateyourself by demonstrating your capabilities in SMARTTechnologies hardware and software solutions Yourachievement of these competencies and specialties allowscustomers to feel confident that you have the skillsnecessary to implement SMART solutions and services tosolve customer collaboration and business problems

Eligibility for The Fiscal Year 2020SMART products are differentiated between Education andEnterprise as indicated by their product code anddescription Channel Partners may be authorized for eitherthe Education or Enterprise market segments or bothEducation products are intended for sale to primary andsecondary institutions (ie Kindergarten to grade 12) highereducation institutions and government entities onlyEnterprise products are intended for sale to businesseshigher education institutions and government entitiesThe Partner Program is flexible to allow Partners choice based on business model sales and technical capabilities and willingness to invest We reward you for developing the breadth and depth of your skills Channel Partners will choose from three levels of accreditation within the Partner Program either Platinum Gold or Silver

Each accreditation level has specific requirements in these areas

1 Certifications in sales technical and installationtraining

2 Number of individuals that hold certifications3 Service and Support capabilities relevant to each

market authorization and tier level4 Customer satisfaction ratings as required by

certification level (under development)With each increased tier level Partners benefit from anincreased level of support branding and economicincentives from SMART including access to products andservices technical support sales and marketing toolsonline training marketing resources and sales promotionsTo participate in the Partner Program you must meet theProgram requirements and maintain the certificationqualifications throughout the year

5

SMART Technologies EDGE Partner ProgramPROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

DEMAND GENERATIONENABLEMENTPROGRAM

OVERVIEWCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

FOR NORTH AMERICA ndash (UNITED STATES amp CANADA) FISCAL YEAR 2020

PROGRAM OVERVIEWPARTNER TIERS

Platinum

The Platinum Level is designed for Resellerswho choose to meet the highest standards ofexcellence for positioning selling and servicingthe complete suite of SMART hardware andsoftware solutions in their authorized market orgeographic segments

Gold

The Gold Level is designed for Resellers whoposition sell and service the complete suite ofSMART solution products and services acrosstheir authorized market or geographicsegments with excellence These Resellersmeet SMARTrsquos high standards for salesmarketing and service in providing SMARTsolutions

Silver

The Silver Level is designed for Resellers whodemonstrate basic sales and technicalcompetence with SMART solutions in theirauthorized market or geographic segments

PARTNER TIERSPROGRAM FRAMEWORK MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

6

Education Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Education Market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Education products In accordance with the terms of the Agreement Resellers must comply with SMARTrsquos Partner Program to remain in good standing and will only provide product to those end-user customer types as indicated in their Agreement

Enterprise Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Enterprise market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Enterprise products For Partners purchasing through a distributor authorization under and compliance with the Partner Program is a condition of accessing our distribution channel

Partner Tiers To effectively prepare Resellers to represent SMART products and drive profitable growth each level encompasses minimum eligibility standards for enablementtraining demand generationmarketing and engagementsupportAs a new Partner you enter the Program at the entry level or lowest tier for your market Each tier has its own benefits and requirements Partners may advance to a higher tier upon achieving specified revenue targets and adhering to the tiered Program requirements

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 3: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

PROGRAM OVERVIEW

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

SMART Technologies is a leading provider of technology solutions that enable inspired collaboration in classrooms and workplaces around the world by turning group work into a highly interactive engaging and productive experience SMART delivers integrated solutions that combine hardware software and services designed for superior performance and ease of use and remains a world leader in interactive displays SMARTrsquos Partner base of Channel Partners and Distributors is the best in the industry bringing excellence in classroom learning and enterprise collaboration solutions to our collective customer base The SMART EDGE Partner Program (the ldquoPartner Programrdquo) offers a clear path to success when assisting Partners with their customersrsquo requirements

Partner Program FrameworkThe EDGE Partner Program governs the overall businessrelationship between SMART and your organization TheProgram outlines the general requirements and benefits ofparticipation in the Partner Program including accreditationmarketing activities publicity and badge use availablechannel Programs as well as other pertinent aspects of theSMART and Partner arrangement

This value-based Program encourages you to differentiateyourself by demonstrating your capabilities in SMARTTechnologies hardware and software solutions Yourachievement of these competencies and specialties allowscustomers to feel confident that you have the skillsnecessary to implement SMART solutions and services tosolve customer collaboration and business problems

Eligibility for The Fiscal Year 2020SMART products are differentiated between Education andEnterprise as indicated by their product code anddescription Channel Partners may be authorized for eitherthe Education or Enterprise market segments or bothEducation products are intended for sale to primary andsecondary institutions (ie Kindergarten to grade 12) highereducation institutions and government entities onlyEnterprise products are intended for sale to businesseshigher education institutions and government entitiesThe Partner Program is flexible to allow Partners choice based on business model sales and technical capabilities and willingness to invest We reward you for developing the breadth and depth of your skills Channel Partners will choose from three levels of accreditation within the Partner Program either Platinum Gold or Silver

Each accreditation level has specific requirements in these areas

1 Certifications in sales technical and installationtraining

2 Number of individuals that hold certifications3 Service and Support capabilities relevant to each

market authorization and tier level4 Customer satisfaction ratings as required by

certification level (under development)With each increased tier level Partners benefit from anincreased level of support branding and economicincentives from SMART including access to products andservices technical support sales and marketing toolsonline training marketing resources and sales promotionsTo participate in the Partner Program you must meet theProgram requirements and maintain the certificationqualifications throughout the year

5

SMART Technologies EDGE Partner ProgramPROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

DEMAND GENERATIONENABLEMENTPROGRAM

OVERVIEWCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

FOR NORTH AMERICA ndash (UNITED STATES amp CANADA) FISCAL YEAR 2020

PROGRAM OVERVIEWPARTNER TIERS

Platinum

The Platinum Level is designed for Resellerswho choose to meet the highest standards ofexcellence for positioning selling and servicingthe complete suite of SMART hardware andsoftware solutions in their authorized market orgeographic segments

Gold

The Gold Level is designed for Resellers whoposition sell and service the complete suite ofSMART solution products and services acrosstheir authorized market or geographicsegments with excellence These Resellersmeet SMARTrsquos high standards for salesmarketing and service in providing SMARTsolutions

Silver

The Silver Level is designed for Resellers whodemonstrate basic sales and technicalcompetence with SMART solutions in theirauthorized market or geographic segments

PARTNER TIERSPROGRAM FRAMEWORK MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

6

Education Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Education Market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Education products In accordance with the terms of the Agreement Resellers must comply with SMARTrsquos Partner Program to remain in good standing and will only provide product to those end-user customer types as indicated in their Agreement

Enterprise Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Enterprise market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Enterprise products For Partners purchasing through a distributor authorization under and compliance with the Partner Program is a condition of accessing our distribution channel

Partner Tiers To effectively prepare Resellers to represent SMART products and drive profitable growth each level encompasses minimum eligibility standards for enablementtraining demand generationmarketing and engagementsupportAs a new Partner you enter the Program at the entry level or lowest tier for your market Each tier has its own benefits and requirements Partners may advance to a higher tier upon achieving specified revenue targets and adhering to the tiered Program requirements

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 4: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

SMART Technologies is a leading provider of technology solutions that enable inspired collaboration in classrooms and workplaces around the world by turning group work into a highly interactive engaging and productive experience SMART delivers integrated solutions that combine hardware software and services designed for superior performance and ease of use and remains a world leader in interactive displays SMARTrsquos Partner base of Channel Partners and Distributors is the best in the industry bringing excellence in classroom learning and enterprise collaboration solutions to our collective customer base The SMART EDGE Partner Program (the ldquoPartner Programrdquo) offers a clear path to success when assisting Partners with their customersrsquo requirements

Partner Program FrameworkThe EDGE Partner Program governs the overall businessrelationship between SMART and your organization TheProgram outlines the general requirements and benefits ofparticipation in the Partner Program including accreditationmarketing activities publicity and badge use availablechannel Programs as well as other pertinent aspects of theSMART and Partner arrangement

This value-based Program encourages you to differentiateyourself by demonstrating your capabilities in SMARTTechnologies hardware and software solutions Yourachievement of these competencies and specialties allowscustomers to feel confident that you have the skillsnecessary to implement SMART solutions and services tosolve customer collaboration and business problems

Eligibility for The Fiscal Year 2020SMART products are differentiated between Education andEnterprise as indicated by their product code anddescription Channel Partners may be authorized for eitherthe Education or Enterprise market segments or bothEducation products are intended for sale to primary andsecondary institutions (ie Kindergarten to grade 12) highereducation institutions and government entities onlyEnterprise products are intended for sale to businesseshigher education institutions and government entitiesThe Partner Program is flexible to allow Partners choice based on business model sales and technical capabilities and willingness to invest We reward you for developing the breadth and depth of your skills Channel Partners will choose from three levels of accreditation within the Partner Program either Platinum Gold or Silver

Each accreditation level has specific requirements in these areas

1 Certifications in sales technical and installationtraining

2 Number of individuals that hold certifications3 Service and Support capabilities relevant to each

market authorization and tier level4 Customer satisfaction ratings as required by

certification level (under development)With each increased tier level Partners benefit from anincreased level of support branding and economicincentives from SMART including access to products andservices technical support sales and marketing toolsonline training marketing resources and sales promotionsTo participate in the Partner Program you must meet theProgram requirements and maintain the certificationqualifications throughout the year

5

SMART Technologies EDGE Partner ProgramPROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

DEMAND GENERATIONENABLEMENTPROGRAM

OVERVIEWCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

FOR NORTH AMERICA ndash (UNITED STATES amp CANADA) FISCAL YEAR 2020

PROGRAM OVERVIEWPARTNER TIERS

Platinum

The Platinum Level is designed for Resellerswho choose to meet the highest standards ofexcellence for positioning selling and servicingthe complete suite of SMART hardware andsoftware solutions in their authorized market orgeographic segments

Gold

The Gold Level is designed for Resellers whoposition sell and service the complete suite ofSMART solution products and services acrosstheir authorized market or geographicsegments with excellence These Resellersmeet SMARTrsquos high standards for salesmarketing and service in providing SMARTsolutions

Silver

The Silver Level is designed for Resellers whodemonstrate basic sales and technicalcompetence with SMART solutions in theirauthorized market or geographic segments

PARTNER TIERSPROGRAM FRAMEWORK MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

6

Education Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Education Market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Education products In accordance with the terms of the Agreement Resellers must comply with SMARTrsquos Partner Program to remain in good standing and will only provide product to those end-user customer types as indicated in their Agreement

Enterprise Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Enterprise market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Enterprise products For Partners purchasing through a distributor authorization under and compliance with the Partner Program is a condition of accessing our distribution channel

Partner Tiers To effectively prepare Resellers to represent SMART products and drive profitable growth each level encompasses minimum eligibility standards for enablementtraining demand generationmarketing and engagementsupportAs a new Partner you enter the Program at the entry level or lowest tier for your market Each tier has its own benefits and requirements Partners may advance to a higher tier upon achieving specified revenue targets and adhering to the tiered Program requirements

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 5: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

PROGRAM OVERVIEWPARTNER TIERS

Platinum

The Platinum Level is designed for Resellerswho choose to meet the highest standards ofexcellence for positioning selling and servicingthe complete suite of SMART hardware andsoftware solutions in their authorized market orgeographic segments

Gold

The Gold Level is designed for Resellers whoposition sell and service the complete suite ofSMART solution products and services acrosstheir authorized market or geographicsegments with excellence These Resellersmeet SMARTrsquos high standards for salesmarketing and service in providing SMARTsolutions

Silver

The Silver Level is designed for Resellers whodemonstrate basic sales and technicalcompetence with SMART solutions in theirauthorized market or geographic segments

PARTNER TIERSPROGRAM FRAMEWORK MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS NON-FINANCIAL BENEFITS FINANCIAL BENEFITS REQUIREMENTS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

6

Education Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Education Market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Education products In accordance with the terms of the Agreement Resellers must comply with SMARTrsquos Partner Program to remain in good standing and will only provide product to those end-user customer types as indicated in their Agreement

Enterprise Market SMARTrsquos Reseller Agreement (the ldquoAgreementrdquo) established between SMART and Resellers authorized for the North American Enterprise market specifies the market segments and regions in which Resellers are authorized to supply SMART products The Agreement establishes the terms on which SMART will supply and the Reseller will market sell and support SMART Enterprise products For Partners purchasing through a distributor authorization under and compliance with the Partner Program is a condition of accessing our distribution channel

Partner Tiers To effectively prepare Resellers to represent SMART products and drive profitable growth each level encompasses minimum eligibility standards for enablementtraining demand generationmarketing and engagementsupportAs a new Partner you enter the Program at the entry level or lowest tier for your market Each tier has its own benefits and requirements Partners may advance to a higher tier upon achieving specified revenue targets and adhering to the tiered Program requirements

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 6: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Partner Program Membership PeriodThe EDGE Partner Program membership period is from April 1 through to March 31 You must meet the minimum Program requirements of your assigned tier by June 30 SMART reserves the right to evaluate your membership status at any time

Partner Program Membership RenewalProgram membership is subject to an annual review Using the Partnerrsquos prior SMART fiscal year performance SMART will annually assess each Partner against the criteria and requirements of the Partner Program and their sales performance to determine each Partnerrsquos Program Level for the next fiscal year You are accountable for meeting the requirements of the Program Determinations for possible tier changes will be made during the annual renewal process If appropriate requirement milestones have not been achieved your Channel Manager will work with you to collaboratively develop a plan for success

Advancement in the Program

During the year SMART may proactively review yourperformance to determine if you may be eligible to move tothe next performance tier At any time during yourmembership period you may request a review if you believeyou meet the next Program tierrsquos requirements Approvedtier changes will take affect no later than 30 days after thecommunication from SMART that the tier change has beenapproved Benefits accrued by moving to a new tier are notretroactive and are only effective upon the tier update

You can send a request for a formal review to your Channel Manager or by emailing resellercontractsupportsmarttechcom

PROGRAM OVERVIEWMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

PROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW ENABLEMENT DEMAND

GENERATIONCUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

7

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS

Enablement

Demand Generation

Engagement

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 7: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

SOURCE Partner Portal

Software Portal

Voice of the Customer Research Joint Business PlanningBusiness Reviews Upon request Upon request

Channel Summit Event By invitation By invitation

SMART Channel ManagerInside Channel

ManagerInside Channel

Manager

Inside Channel Manager Limited

ENABLEMENT

Sales Training

Technical and Installer Training

Product and Marketing Webinars

Sales Enablement Assets

Executive Briefing Center

Specialization Training

Deal Registration

SMART Sales Leads

PROGRAM OVERVIEWNON-FINANCIAL BENEFITS AT-A-GLANCE

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTS FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

8

The following tables list the specific non-financial benefits for each tier in the Program

PROGRAM BENEFITS SILVER GOLD PLATINUM

MARKET

Campaign Assets

Partner Marketing Collateral

Partner Tier Logos and Certificates

Training Certificates

Social Media Tools amp Content

Where to Buy Partner Locater

RFP Templates RFP assistance

Regional Marketing Manager Support

SUPPORT

Channel Support

Interactive Support Communities

Technical Support

Technical Online Resources

PROGRAM OVERVIEW

PROGRAM FRAMEWORK PARTNER TIERS

ENABLEMENT

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 8: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

PROGRAM BENEFITS SILVER GOLD PLATINUM

PLANNING

Pricing Discounts Low Moderate High

Discounted Demo Units

Deal Registration - Front-end Discount

Sales Programs Limited access

Access to Pricing Bid Desk

Sales Promotions

SMART Performance Rebate

PROGRAM OVERVIEWFINANCIAL BENEFITS AT-A-GLANCE

FINANCIAL BENEFITSNON-FINANCIAL BENEFITS REQUIREMENTS

CUSTOMER ENGAGEMENT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

9

The following table list the specific financial benefits for each tier in the Program

BASED ON TIERED PRICING

MEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

PROGRAM OVERVIEW

ENABLEMENT

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 9: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

PROGRAM REQUIRMENTS SILVER GOLD PLATINUM

Revenue Requirements Certified Specialist per certification path (EDGE Accreditation) minimum required 1 2 3Meet End Customer Channel Opinion (ECCHO) Net Promoter Score Target NA Minimum target Moderate target Maintain Account in Good Standing

Website promotion of SMART solutions

Channel VOICE participation

Demo Capabilities (by office location)

Joint business planningQBRs participation

Provide Customers Level 1 Technical Support

Provide Customers Warranty Support

Maintain Spare Parts Inventory

Forecast opportunity pipeline Formatted Inventory ReportingNorth America Education Resellers ONLY

If Stocking Product

If Stocking Product

PROGRAM OVERVIEWPROGRAM REQUIREMENTS AT-A-GLANCE

REQUIREMENTSFINANCIAL BENEFITS

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

10

An application is required to become an authorized Partner to sell SMART products This application can be found on smarttechcom or via an authorized SMART distributor The following table list the specific requirements for each tier in the Program

NON-FINANCIAL BENEFITSMEMBERSHIP PERIOD RENEWALS amp ADVANCEMENTSPROGRAM FRAMEWORK PARTNER TIERS

DEMAND GENERATION

ENABLEMENTPROGRAM OVERVIEW

Your revenue requirement will be calculated by SMART based on SMARTrsquos financial records and point of sale information provided by Resellers andor Distributors This revenue number will be calculated annually at Program renewal time and is based on the prior calendar year revenue or a rolling average over three years whichever is higher

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 10: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

CertificationsSMART Channel Partner Certifications are training pathsthat include the courses and other training assetsnecessary to competently sell demonstrate installimplement and support SMART solutions

Certification levels reflect a Partnerrsquos technology skills andbreadth of knowledge Partners who possess a depth ofsales and product knowledge have higher close rates anddrive greater revenue results SMART Partners at allProgram Levels are only authorized to purchase and resellthose products for which the Partner has completedcertification Tier level compliance is achieved throughtraining that is role-based either sales or technical andsolutions based either hardware or software solutionswhich allows individuals to add value to their organizationand customers

Maintaining AccreditationPartners must maintain minimum training requirements fortheir respective level of accreditation at all times Whencertified individuals leave a Partnersrsquo employ the Partnermust make arrangements to have new or existing staff

members trained (within 90 days) to a sufficient level tomeet requirements All online training is available viaSOURCE Partner Portal Registrants must use theirSOURCE log-in credentials to access reseller training

From time to time SMART may introduce new products thatrequire additional training Partners will be notified ifadditional training is required to maintain accreditation andaccess specific products

SMART Supplementary TrainingSupplementary training resources are made available to ourPartners to support their certification paths and their abilityto become an expert in the full range of SMART solutionsWe offer a variety of training resources that include live andpre-recorded webinars on-demand videos andimplementation guides Use these resources and tools tohelp you enhance your teamrsquos product sales and technicalknowledge

SpecializationSMART specializations reflect a Partnerrsquos skills depth in atechnology

Individuals are eligible to achieve and maintain optionaladvanced specializations (when available) Specializationbadges are not required but acquiring them providesdifferentiation and expands your breadth of SMART productand solutions knowledge andor available product offerings

Giving Partners the EDGE through Enablement

ENABLEMENTCHANNEL ACCREDITATION

ACCREDITATION COMPETENCY BY TIER EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATIONENABLEMENT CUSTOMER

ENGAGEMENTSMART

ENGAGEMENTTERMS amp

CONDITIONS APPENDIX A APPENDIX B

11

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 11: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

ENABLEMENTCOMPETENCY TRACK BY TIER

COMPETENCY BY TIERACCREDITATION EDUCATION COMPETENCY TRACKS BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

12

ENABLEMENT

The following charts reflect the minimum training requirements of each level Additional trained staff members may be required at the stateprovince or local level and if so theserequirements will be detailed in the Resellersrsquo business plan and agreed to with the SMART Channel Manager (see SMART Engagement)

TRAINING REQUIREMENTS SILVER GOLD PLATINUM

EDUCATION

SMART Sales Professional for Education (SSP-E) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Education (STP-E) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

BUSINESS

SMART Sales Professional for Business (SSP-B) 1 sales staff 2 sales staff 3 sales staff

SMART Technical Professional for Business (STP -B) 1 technical staff 2 technical staff 3 technical staff

SMART Installer Training (SIT) 1 Installer 2 installers 3 installers

Attend Supplementary Training (eg webinars rep2rep series) All Sales technical and support staff involved in SMART solutions

Maintaining CertificationsAccreditation New training courses may be required from time to time as new product is introduced

CUSTOMER ENGAGEMENT

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 12: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

SMART Sales Professional for Education (SSP-E)The SSP for Education Program is SMARTrsquos multi-facetedtraining and professional development Program for ChannelPartners authorized for the Education market It providesparticipants with the knowledge skills attitudes andresources to effectively sell SMART Hardware and Softwaresolutions SMARTrsquos sales training consists of self-pacedonline course modules which integrate key competencyrequirements across three knowledge areasbull Pedagogical andor Business Valuebull Technical Primerbull Sales Positioning

For more information on SMARTrsquos SSP for Education pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Education (STP-E)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Resellers must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for education includes both hardware andsoftware solutions

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)The SIT certification track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

EDUCATION COMPETENCY TRACKSCOMPETENCY BY TIER BUSINESS COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

13

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTEDUCATION COMPETENCY TRACKS

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 13: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

SMART Sales Professional for Business(SSP-B)The SSP for Business Program is SMARTrsquos self-paced freeonline training and professional development Program forPartners who are authorized for the enterprise market Withits modular approach the Program provides participants withthe knowledge skills and resources to effectively sellSMART Hardware and Software solutions Partnersrsquo salesrepresentatives authorized for this segment must completethe sales certification

SMARTrsquos sales training consists of self-paced online coursemodules which integrate key competency requirementsacross three knowledge areasbull Product Knowledgebull Key Sales and Marketing messagesbull How SMART technology enhances workplace

collaboration

For more information on SMARTrsquos SSP for Business pleasevisit SMARTrsquos Partner portal (the ldquoSOURCErdquo atsmarttechcomsource) SOURCE access using Resellerdomain email is required

SMART Technical Professional for Business (STP-B)To ensure customer satisfaction and to aid customers in theimplementation of their ideal SMART solution and post-salessupport all Partners must provide customers with access toSMART Certified Technical Professionals The Technicalcertification for business includes both hardware andsoftware solutions Partners may become SMART Certifiedthrough the completion of SMART Technical Professionalcourses thereby offering their customers the highest level ofTier 1 Support and service offering in-house

These courses will provide the knowledge and skills onwhich Resellers can develop their own installation andmaintenance service model

SMART Installer Training (SIT)

The SIT competency track provides you with the knowledgeto successfully install set up troubleshoot and generallysupport the implementation of your customerrsquos SMARTsolution All Partners must provide customers with access toSMART certified installers and technicians If a BusinessPartner elects not to attaininvest in the required installationcertification they must purchase SMART install services(delivered by SMART authorized technicians) Partners riskvoiding hardware warranties if the products are installed by anon-authorized installer

Note If a warranty or RMA issue should occur the ChannelPartner will be required to provide evidence that the SMARTsolution in question was installed by a certified installerPartners risk voiding customer hardware warranties if theproducts are installed by a non-SMART-authorized installer

BUSINESS COMPETENCY TRACKSCOMPETENCY BY TIER EDUCATION COMPETENCY TRACKS

PROGRAM OVERVIEW

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

14

DEMAND GENERATIONENABLEMENT

ACCREDITATION

ENABLEMENTBUSINESS COMPETENCY TRACKS

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 14: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

SMART is committed to supporting Channel Partners to promote and market SMART solutions This commitment is demonstrated through a comprehensive set of sales and marketing tools to create interest in SMARTrsquos products and services SMARTrsquos offerings help the Channel Partner to create awareness position and demonstrate the right SMART product for the customersrsquo needs

Pricing and DiscountsTo ensure SMART Partners can offer competitive pricing to end users SMART provides apricing model that reflects a pay (margin) for performance philosophy and is designed tooffer a fair balance between profitability and competitive position in the market A marginallowance or tier pricing discount to purchase SMART product and services is available toPartners who choose to invest in the capability and practices that deliver the higheststandard in sales marketing and support for SMART solutions to customers Discountlevels are based on SMARTrsquos then-current list price and are dependent on the Partnermaintaining a valid Partner authorizationReflecting these capability investments Partners who choose to meet Platinumaccreditation are afforded access to a superior price Effective April 1 2018 Platinumaccredited Partners are eligible for our top tier Platinum pricing Partners achieving Gold tierstatus will receive Gold pricing and Silver Partners (Education only) have a specific Silverprice list

North American Partners may find their price list on the SOURCE Partners who do nothave a direct purchasing agreement with SMART (ldquoindirect Partnerrdquo) may be eligible forproduct and services discounts received directly from their chosen authorized SMARTDistributor (subject to and as negotiated directly with such Distributor)

Giving Partners the EDGE through Demand Generation

DEMAND GENERATIONPRICING AND DISCOUNTS

PRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

ENABLEMENT DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

15

PROGRAM OVERVIEW

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 15: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Sales Tools and Self-Service Marketing AssetsSMART offers a complete set of sales tools includingpresentations collateral videos proposal inserts etcSMART collateral and materials can be co-branded Locallanguage support will vary Sales materials and tools canbe found in the Brand Library and under the Sales Toolssection of the SOURCE

Sales ProgramsSales Programs are designed to help Channel Partnersstimulate demand for products in the marketplace supportPartners to engage with customers reward investment andpromote specific products or approaches to the marketSMART Partners receive product discounts for approvedopportunity or Sales Program registrations All ChannelPartners will have access to a core suite of Programs thatwill support Partners to focus on SMART solutions theseProgram discounts must be requested through submissionof a Program application in the SalesSales Programssection of the SOURCE Sales Programs will carry theirown set of terms and conditions Platinum Partners mayhave access to Programs that are specifically designed forPartners with advanced capabilities Use of Sales Programsmust be confirmed through the local SMART ChannelManager and are applicable on an opportunity-by-opportunity basis

Promotion Discounts and Trade-in ProgramsFrom time to time SMART provides Channel Partners withincremental promotion offers and trade-in Programs in aparticular product or solution area Eligible Partners canparticipate in Partner-specific promotion discount offers toaccelerate sales and increase margins and pass alongdiscounts to end-users Indirect Partners may be eligible forpromotional discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)

SMART LeadsPlatinum Partners may be allocated leads generated bySMARTrsquos campaigns trade shows and events

RFP AssistanceBid specifications support information can be found in theSales section of the SOURCE under Market amp CompetitiveIntelligenceBid Specifications Platinum Partners areprovided RFP assistance that can be requested via theirChannel Manager

SOURCE SalesMarket amp Competitive intelligenceBidSpecifications

Sales Performance Rebate Program (SPR)SMARTrsquos Performance Rebate for fiscal year 2020 is a financial reward Program available to Partners who have elected to perform at the Platinum level and meet the specific Program requirements Through the Program Partners have the opportunity to receive rebates for achieving specified SMART targets

Partners have the opportunity to achieve either or both Education and Enterprise targets Partners authorized at Platinum level in both education and enterprise markets will have a single combined revenue target per quarter The SPR Program only applies to the market segment(s) for which the Partner is authorized

SMART Rep Rewards (SMART | Rewards)SMART Rewards is an incentive Program that offersSMART Channel Partner sales representatives theopportunity to earn SMART Rewards for selling SMARTproducts Rewards earned in the Program are issued to theparticipantrsquos SMART Rewards VisaTM Prepaid Card whichcan be used at millions of locations wherever VisaTM debitcards are accepted including retail stores and onlinemerchants

Full details on the SMART Rewards Program are located onthe SOURCE Partner portal

DEMAND GENERATIONSALES TOOLS AND PROGRAMS

SALES TOOLS AND PROGRAMSPRICING AND DISCOUNTS SMART PORTALS AND WEBSITE PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

16

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 16: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Access to SMART Partner PortalsAll Channel Partners will have access to the SMART onlineChannel portals The SOURCE Partner Portal is arepository for information and tools that assist Partners todevelop the market and manage the sales cycle Productrelated documents and information marketing toolsSMART publications product availability channelPrograms shipping and account information can all befound on this portalThe Software Portal is a repository that allows Partners toview and manage their software license keys Through theSoftware Portal Partners can also view all license keys soldto their end customer in order to support end customers inthe management of their software license keys

SOURCE httpssource2smarttechcom

Software Portal httpssubscriptionssmarttechcom

Listed on SMART ldquoWhere to BuyrdquoSMART maintains a searchable directory on its website thatallows end-users to find Channel Partners in their area whoare authorized by SMART to sell products The directoryfeatures an alphabetic listing of Partners sorted by tier rankregional authorization location and area of expertise Theinformation displayed in this directory is populated withinformation provided in your Partner profile as well as yourtier status including a link to your corporate website Toupdate your Partner Profile please contact ResellerSupport To contact Support submit an online requestthrough the SupportReseller Support section of the Sourceor call the toll-free number listed on that page See the chartbelow for listing eligibility

SMART Partner BrandingSMART will provide high resolution Platinum Gold andSilver Partner badges as well as specialization badges (ifapplicable) to enable Partners to promote SMART productofferings and your SMART channel Partner status on yourwebsite These badges can be found on the SMART BrandLibrary and may be used to demonstrate competencydevelopment investment and commitment to the SMARTbrand Uses of accreditation badges is subject to separateterms and conditions and are available along with usageguidelines on the Brand Library found on the SOURCE

DEMAND GENERATIONSMART PORTALS AND WEBSITE

SMART PORTALS AND WEBSITEPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS PRODUCT DEMONSTRATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

17

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

MARKET SILVER GOLD PLATINUM

EDUCATION MARKET

BUSINESS MARKET

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 17: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

DEMAND GENERATIONPRODUCT DEMONSTRATION

PRODUCT DEMONSTRATIONPRICING AND DISCOUNTS SALES TOOLS AND PROGRAMS SMART PORTALS AND WEBSITE

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

18

ENABLEMENT DEMAND GENERATION

PROGRAM OVERVIEW

Access to Executive Briefing CenterBriefing Centers that are equipped with full SMARTsolutions allow Channel Partners to connect with executivesand subject matter experts to provide tailoreddemonstration experiences for end-users At its finest anexecutive briefing is a powerful and persuasive sales tooland one of SMARTrsquos most important resources for PartnersThe SMART EBC team and Partners can collaborate on acustomerrsquos unique challenges to deliver a tailored briefingthat will secure and strengthen a long-term relationship withyour customers Successful briefings have been shown toincrease sales momentum and frequently result in largersales opportunities

Platinum Partners will have priority access to the BriefingCenter schedule Partners and end-users will leave thecenter with the information required to make the best longterm investment in SMART solutions SMART ChannelManagers will assist Partners with gaining access

Demonstration EquipmentWhen customers see SMART products they are inspired tocreate solutions Partners are required to have a minimumcore product suite and an appropriate product mix incustomer facing locations throughout their approvedterritories Partners who serve multiple territories must workwith their SMART representatives to execute an appropriatedemonstration equipment plan

Partners will receive significant discounts on the purchaseof demonstration equipment for demonstration and end-user evaluation Indirect Partners may be eligible fordemonstration discounts received directly from their chosenAuthorized SMART Distributor (subject to and as negotiateddirectly with such Distributor)Demonstration equipment purchased under the Program iseligible for resale six months after initial purchase or whenthat product model is upgraded replaced by a new versionor discontinued by SMART Purchases of demonstrationequipment will be monitored to ensure that Partners meettheir minimum core product suite but do not exceedappropriate purchase levels within a given territory asdetermined with the SMART Sales Representative

Minimum required product sets for all Partners are detailedin Appendix A

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 18: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Through regular and coordinated engagement ChannelPartners and SMART representatives will Partner togetherto offer a suite of support solutions to end-users ensuringcustomer satisfaction and facilitating product use SMART iscommitted to delivering fast flexible and decisive support tothe channel to ensure we meet the expectations of ourmutual customers

Pre-Sale SupportPartners are expected to provide pre-sales support tocustomers by analyzing requirements proposing anddemonstrating SMART solutions ensuring acceptableproduct installations training and providing initial technicalsupport

Demo CapabilitiesAll Partners are expected to be proficient in thedemonstration of SMART solutions to end customers Thiscapability is supported through a combination of theapplicable required Sales training courses as well as thedemonstration equipment requirements

Warranty SupportSMART warrants to the original end-user customer that ourhardware products are free from defects in material andworkmanship under normal use for the duration of thewarranty period Our standard warranty period for hardwareis two (2) years from date of purchase but some productsare covered by longer warranties Accessories (controlpanels wireless serial or USB connections floor standsspeakers projector lamps) are warrantied for a period ofone (1) year from the date of purchase All otherAccessories and parts listed on SMARTrsquos Parts Store atpartssmarttechcom are not covered by a warranty (ienon-interactive pens erasers brackets cables batteriespower supply units)All Partners must support SMARTrsquos product warranty bymaking available to end-users a method of uninstalling andreturning product to SMART

Stock Minimum Spare PartsPartners are required to purchase spare parts per theminimum spare parts list as detailed on the SOURCE toprovide Level 1 Support On the occasion that customerrsquosproducts have failed or lost components having spare partsin stock can help reduce down time incurred by partsordering

End Customer Channel Opinion

The Voice of the Customer is one of the highest prioritiesfor SMART Customer satisfaction levels are integral toestablishing customer loyalty and repeat purchase intentOur End Customer Channel Opinion (ECCHO) study willenhance both SMART and our Partnersrsquo competitive edgeby providing insight into the key drivers of an excellentcustomer experience what our customerrsquos value most andidentifying priorities for improvement plans On a regularcadence SMART will reach out to end customers forparticipation in the ECCHO study

Giving Partners the EDGE through Customer Engagement

CUSTOMER ENGAGEMENTCUSTOMER SUPPORT

CUSTOMER SUPPORT SMART SUPPORT SERVICES LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

19

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 19: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

SMART Support Services (Business Market Segment)SMART provides a range of professional support serviceofferings to ensure Partners can improve customersatisfaction throughout the lifecycle of their SMARTproductsSupport Services

When limited warranty coverage does not fully meetcustomer needs Support Services from SMART and ourPartners are the most cost-efficient way a customer canachieve a return on their investment With an industry-leading support infrastructure that includes technicalexpertise support systems advanced HW replacementglobal SLAs global installation and on site ServicesSMART Support Services offer Partners a true recurringsubscription revenue model to improve the value of theirbusiness and drive customer satisfaction

Six levels of Support Service offerings are available forEnterprise customers

bull Basic amp Basic Plus (1 and 3 years)bull Elite amp Elite Plus (1 and 3 years)bull Platinum amp Platinum Plus (1 and 3 years)

Further details on SMARTrsquos Support Services offerings are available on the SOURCE or wwwsmarttechcomservices

Enterprise Market

Enterprise Authorized Partners may choose to sell SMARTSupport Services When SMART Support Services are soldSMART will deliver support per the SLAs of the service plansold for the solution which SMART support plan is attached(tracked by serial )

CUSTOMER ENGAGEMENTSMART SUPPORT SERVICES

SMART SUPPORT SERVICESCUSTOMER SUPPORT LEVEL 1 amp 2 TECHNICAL SUPPORT

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

20

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 20: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Partners are expected to provide customers with the rightlevel of care for their post-sales support needs

Level 1 Support for End-Users Channel Partners will provide first contact (level one) emailand phone support to customers within their designatedregion Partners are expected to quickly resolve theircustomerrsquos support queries or provide technical troubleshooting in a professional and courteous manner At timeswhere remote phone support is not sufficient to correctlydiagnose the customerrsquos product issues the Partner will berequired to dispatch a technical support resource to thecustomer siteSMART reserves the right to request detailed support datafrom Partners to confirm the following contact supportdelivery criteria are met

I Partner is responsible for delivery of support servicesand SLAs to its end users This includes but is notlimited to timely email and telephone support on-sitelabor hardware amp parts replacement and assistingwith Software Updates and Upgrades

II Partner service personnel are responsible to create asupport ticket or update an existing ticket todocument details for each end customer interaction

III Partner personnel must attempt to resolve customerissues at first contact by following the standardtroubleshooting guidelines Where final resolution isnot possible within a minimum of five days thecustomer issue must be escalated to SMARTServices Level 3 for final resolution support

IV Support calls to SMART technical support must notexceed 15 of Partnerrsquos initial contact volume

V Partner support personnel must complete SMARTtechnical support training (SMART TechnicalProfessional) for those SMART Products theysupport

VI Partner support personnel must participate intechnical update sessions where new serviceinformation is shared with technical support teams toensure current support knowledge

VII Partner technical personnel must complete theSMART Technical Professional training for thePartnerrsquos authorized market segments (education orenterprise) found online at trainingsmarttechcom

VIII For all escalated issues the Partner must provide SMART the contact information for the Partners or end customers designated technical contact(s) who will assist SMART with the initial classification of a reported problem and troubleshooting steps

Level 2 Support for End-Users If complex issues cannot be resolved by the Partnerssupport resource Partners in North America should engageSMART Technologies for Level 2 supportSMART will provide all Partners directly or indirectly withLevel 2 remote support

I SMART will make available telephone support toChannel Partners during the business hours of 6am to 5 pm Mountain time Monday-Fridayexcluding weekends and recognized holidaysSMART at its discretion may choose to extendsupport hours

II SMART support engineers will provide remote voiceassistance in English voice only through a phonenumber extension provided to SMART authorisedPartners

III SMART will redirect support incidents logged directlyby the Partnerrsquos end customer back to the Partner tolog the level 1 incident

Further details on SMARTrsquos Support Services offerings areavailable on the SOURCE or wwwsmarttechcomserviceSee Appendix B for definitions of Level 1 Support and Level2 Support

CUSTOMER ENGAGEMENTLEVEL 1 amp 2 TECHNICAL SUPPORT

LEVEL 1 amp 2 TECHNICAL SUPPORTCUSTOMER SUPPORT SMART SUPPORT SERVICES

DEMAND GENERATION

SMART ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

21

ENABLEMENT CUSTOMER ENGAGEMENT

PROGRAM OVERVIEW

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 21: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Through business planning and regular use of managementtools opportunities for growth will be identified and managedto success

Channel Relationship Management

SMART Channel Partners will have access to a SMARTChannel Relationship Management team If you do not knowyour SMART Channel Relationship Management teamplease send an email to SMART atresellercontractsupportsmarttechcom so we can introduceyou to the appropriate individual(s)

Channel ManagerPartners will liaise directly with their assigned ChannelManager as the main sales and business interface toSMART Your SMART Channel Manager will be responsiblefor assisting in the creation and execution of your quarterlyand annual business and marketing plans to help you growand accelerate your SMART business

Resellers purchasing via a Distributor may receive channelmanagement support directly from their chosen SMARTauthorised Distributor (subject to and as negotiated directlywith such Distributor)

Channel (Reseller) SupportSMART is focused on enabling our Partner community TheReseller Support desk provides a mechanism for Partners toreceive a quick response to any questions or assistanceneeds when your SMART Channel Manager is not easilyavailable This team of dedicated representatives willsupport Partners with assistance accessing our securePartner Portal (SOURCE) assistance navigating SMARTresources and any additional assistance All Partners haveaccess to Reseller Support via email or phoneOnline Web Forms (Help Forms)Partners can leverage the SMART Help Request Form whichis located on the SOURCE Partners can expect an emailresponse to any help requests within 24-48 hoursTelephoneThe SMART Reseller Support Desk can be easily contactedby telephone For direct telephone assistance within NorthAmerica dial Reseller Support toll free at 1-866-616-5998

Technical SupportSMART provides Technical Support services covering bothhardware and software to provide first-class support to ourcommunity of Partners and end-users

Technical Support Site (SMART Knowledge Base)SMART Channel Partners have access to our securesupport website the SMART Knowledge Base offering yousearchable online technical assistance regarding SMARTproducts and solutions This database includes productspecifications FAQs articles about configurationsinstallations product notifications user guides andtroubleshootingOnline Technical Support Web FormSMARTrsquos team of professionals is equipped to supportPartners and customers- from installation assistance toongoing support Partners can create a support ticket if youare experiencing problems with SMART products TheSMART Technical Support Desk is available online via theSOURCE

Partner MarketingAll Partners have access to marketing support via theSOURCE Partner portal Platinum Partners can accessenhanced marketing support from a SMART RegionalMarketing Manager to implement initiatives identified in theirMarketing Development Plan Indirect Distributor-managedSMART Partners will be provided primary marketing supportthrough their Authorized SMART Distributor

SMART ENGAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

CHANNEL RELATIONSHIP MANAGEMENT ACCOUNT MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

22

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

Giving Partners the EDGE through SMART Engagement

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 22: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

Maintain Account in Good Standing To receive the benefits of the Partner Program Resellersmust at all times keep their accounts current ensure creditlimits have not been exceeded and terms of the PartnerProgram and the reseller agreement with SMART andortheir chosen Authorized SMART Distributor have beenrespected and upheld

Formatted POS Reporting and ForecastingPoint of Sale ReportingAll Resellers are required to provide information for allSMART product sold This can be provided at the time oforder or through monthly POS reported by the 5th businessday following the close of the prior monthrsquos sales A copy ofSMARTrsquos POS template can be found on the SOURCEForecastingAll Platinum and Gold Channel Partners are required toprovide sales opportunity pipeline forecasts by productmarket segment and by authorized region to their SMARTChannel Manager or representative on the 5th business dayof the month as per the format provided by SMART SilverChannel Partners are required to provide opportunitypipeline forecasts by product market segment and byauthorized region to their SMART representative on the 5thbusiness day of the first month of each fiscal quarter (April

July October and January) as per the format provided bySMARTA copy of SMARTrsquos forecasting template can be found onthe SOURCE

Formatted Inventory Reporting All stocking Partners are required to provide an InventoryReport that details a complete list of SMART productinventory on hand as of the last day of each month TheInventory Report is due by the close of business on the 5thbusiness day of the new month as per the format providedby SMARTA copy of SMARTrsquos Inventory Report can be found on theSOURCE

Quarterly Business Review Together with the SMART Channel Manager Platinum andGold Partners will participate in a Quarterly businessplanning meeting to be conducted in the first month of a newQuarter The purpose of the Quarterly Business Plan istwofold to ensure the planned marketing activity for the newQuarter is in alignment with the sales priorities and todetermine the success and impact of the marketing activitiesfrom the previous Quarter on Partner performance This willallow the sales and marketing teams to share informationthat will drive and support the sales objectives set for each

QuarterIndirect Distributor-managed SMART Partners will receivesales and marketing information to support sales objectivesvia their chosen Authorized SMART Distributor

Partner Advisory amp Partner EventsPartner Advisory Council or ActivitiesFrom time to time SMART may assemble a group ofPartners to provide input and feedback to SMART on topicsof interest to both parties such as objective guidance on ourbusiness practices products people and goals Partnerparticipation will be by invitation from SMART This privilegemay rotate through our Partner base so as to include a widerange of input and perspectivePartner EventsPlatinum and Gold Resellers may be invited to attend eventshosted and sponsored by SMART based on their strategicposition in the SMART Reseller community These eventsprovide attendees with insight into SMARTrsquos overall directionand focus product roadmap Sales Programs and marketinginitiatives while soliciting feedback on Reseller issuespotential Programs and product development

SMART ENGAGEMENTACCOUNT MANAGEMENT

ACCOUNT MANAGEMENTCHANNEL RELATIONSHIP MANAGEMENT

DEMAND GENERATION

CUSTOMER ENGAGEMENT

TERMS amp CONDITIONS APPENDIX A APPENDIX B

23

ENABLEMENT SMART ENGAGEMENT

PROGRAM OVERVIEW

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 23: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

1 Term The SMART EDGE Partner Program for North America(the ldquoPartner Programrdquo) is effective as amended from time totime from April 1 2019 to March 31 2020 and is betweenSMART Technologies (ldquoSMARTrdquo) and either (i) the authorizedSMART Channel Partner specified in the Agreement in the caseof Direct Education or Enterprise resellers or (ii) the ChannelPartner authorized under the Partner Program for IndirectResellers who buy through a SMART Authorized DistributorldquoResellerrdquo or ldquoChannel Partnerrdquo in this document refers to suchEducation or Enterprise resellers as the case may be

2 Modification SMART may modify the terms of this PartnerProgram or cancel the Partner Program at any time subject toany applicable restrictions set out in the Reseller Agreement

3 Subordination For Direct Resellers to the extent of anyinconsistency between this Partner Program document and anexisting Reseller Agreement with SMART (the ldquoAgreementrsquo) theAgreement shall govern this Partner Program is subordinate tothe terms of the Agreement

4 Compliance Requirement Compliance with the PartnerProgram is a requirement of the Agreement for Direct Educationor Enterprise Resellers and is required to access SMARTrsquosAuthorized Distributors for Indirect Resellers All benefits andsupport available to Channel Partners under this PartnerProgram are contingent on the Channel Partnerrsquos compliancewith the terms herein SMART reserves the right to supportResellers outside the terms of the Partner Program on a case-by-case basis

5 Distribution Arrangement Authorization of Resellers bySMART pursuant to this Partner Program shall entitle Reseller topurchase SMART products for the accredited market segmentfrom (i) in the case of Direct Education or Enterprise ResellersSMART or (ii) in the case of Indirect Resellers a SMARTAuthorized Distributor Authorization does not guarantee access

to SMART products Indirect Resellers are responsible formaking their own commercial arrangements with SMARTAuthorized Distributors termination of authorization under thePartner Program will terminate access to our authorizeddistribution network

6 Authorization Level SMART may from time-to-time provideResellers with written or email notice with respect to theirauthorization level under the Partner Program in its solediscretion SMART reserves the right to terminate authorizationunder the Partner Program without cause (ie for convenience)at any time In the event of termination Reseller agrees to ceaseholding itself out as a SMART Authorized Reseller

7 Market Segment Education Reseller market segmentauthorization is set out in the Agreement Nothing in this PartnerProgram shall serve to modify such authorization EnterpriseResellers are only permitted to sell to the Enterprise market(businesses higher education institutions and governmententities)

8 Performance Rebate The SMART Performance Rebate (SPR)including any volume or growth portions thereof is governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern eligibility calculation and payment of the SPR

9 Other Programs and Rebates Any other Programs or rebatesavailable to Resellers from SMART including the Programs orrebates mentioned in the Partner Program may be governed byseparate terms and conditions Those terms and conditions tothe extent of any inconsistency with this Partner Program shallgovern

10 Confidentiality The terms of this Partner Program areconfidential and may not be disclosed to any third party

11 Implementation of Partner Program SMART authorized valueadded Distributors may work with SMART in implementing theterms of the Partner Program However no SMART authorizedDistributor has the right to (a) provide SMART authorization toany Reseller under this Partner Program or otherwise or (b)permit any usage of SMART logos or trademarks by any thirdparty both such rights to remain with SMART

12 Logo and Badge Use of logos or badges (indicatingaccreditation under the Partner Program) provided by SMART issubject to such terms as may be found in SMARTrsquos BrandLibrary available on the Partner Portal (SOURCE)

13 Governing Law and Dispute Resolution For Direct Educationand Enterprise Resellers this Partner Program shall begoverned and disputes relating to the Partner Program shall beaddressed as specified by the parties in the Agreement underthe governing law and dispute resolution sections therein ForIndirect Resellers this Partner Program shall be governed by thelaws of the Province of Alberta and the federal laws of Canadaapplicable therein all disputes shall be submitted to arbitration inthe City of Calgary Alberta pursuant to the Arbitration Act(Alberta)

14 Provision of End User or Customer Information In the eventthat Reseller provides end user or customer information toSMART as part of an electronic ordering system for software orotherwise Reseller is responsible for ensuring legally requiredconsents are obtained from end users or customers for theprovision of such information

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX A APPENDIX B

24

ENABLEMENT TERMS amp CONDITIONS

PROGRAM OVERVIEW

TERMS amp CONDITIONS

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 24: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

APPENDIX ADEMONSTRATION EQUIPMENT REQUIREMENTS

Demonstration product is subject to change based on new product release and market requirements Authorized Partners are required to have a SMART Factory Trained installer complete installations

25

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT

ENABLEMENT APPENDIX APROGRAM OVERVIEW

TERMS amp CONDITIONS APPENDIX B

Demonstration Requirements SILVER GOLD PLATINUM

SMART Boardreg 2000 or 2000 Pro display Optional Optional Optional

SMART Boardreg MX series interactive display ndash one of any size

SMART Boardreg 6000 or 6000 Pro series interactive display ndash one of any size Optional

SMART Boardreg 7000 or 7000 Pro series interactive display ndash one of any size Optional Optional

SMART Learning Suite software (for education customers)

SMART Coding Kits by SAM Labs (for education customers) Optional Optional

SMART TeamWorks software

SMART Height Adjustable Floor Stand Optional

Optional Accessories ndash add any one accessory (eg Podium Doc Cam Speakers)

= Required

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 25: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

26

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

This appendix provides a guideline on definitions of levels of technical support and the basic requirements for providing support at each level

Level I Support individuals providing support should be able to Provides basic level of support and should be able toanswer 50-75 of the incoming volume by following keyprocedures The level of support includes abilities andknowledge of the following

bull Is the first point of contactbull Logs incident into a system which includes contact

information product issue and resolutionbull Has basic training on the products supportedbull Can navigate SMARTrsquos online self-help systembull Understands the appropriate escalation paths within

SMARTbull Understands physical connections and can

troubleshoot basic physical connections (powerUSB VGA HDMI)

bull Understands basic setups of windows and macoperating systems (ie regedit plists)

bull Can isolate hardware vs software issues

bull Understands capturing basic information fromdiagnostic files

bull Understands how to start and stop system servicesbull Basic knowledge of installation best practices for

SMART productsbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can complete firmware upgrade on SMART Boardsbull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Can isolate defective partsbull Understanding of Skype for Business room system

installation configuration and Microsoft deploymentguide

LEVEL ONE DEFINED LEVEL TWO DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 26: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

27

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level II Support individuals providing support should be able to Provides first point of escalation provides guidance and instructions to Level 1 support to diagnose and resolve Take ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Includes duties listed in Level I supportbull Can add exceptions to the Windows Firewallbull Knowledge of SMART software productsbull Basic understanding of 3rd party integration with

SMART Hardwarebull Can work with VMWarebull General knowledge of Routers and Configurationsbull Can use MSIEXEC for admin installsbull Understands how MSIs and MST work (GPO

MSIEXEC)bull Can use command line activationsbull Can repair SMART Notebooktrade filesbull Understands the use of SMART Install Managerbull Can upgrade firmware on SMART Boards and

projectors

bull Can troubleshoot domains and basic network setupsbull Familiar with typically used terminal commands LS

CD CHMOD CHOWN SUDObull Worked with Anti-Virus software (Disablement

Exceptions etc) for at least one package SymantecAVG etc

bull Worked with Firewall software (DisablementExceptions logs etc) for at least one packageSymantec ZoneAlarm etc

bull Understands Flash components (IEFirefox)bull Understands MAC System Preferencesbull Windows registry - can add and make exceptions

Can export those exceptions to other machinesbull Understands SyncClientinibull Can isolate defective partsbull Understands the outputs of the diagnostic filesbull Understand command line interface commands and

how they are usedbull Understanding of Active Directory Exchange and

LyncSkype for Business configurations andrequirements for SMART Room Systems

LEVEL TWO DEFINEDLEVEL ONE DEFINED LEVEL THREE DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28
Page 27: EDGE Partner Program for North America EDGE_NA chan… · How to Use this Program Guide. Welcome. Dear SMART Partner, The EDGE Partner Program Guide is an information source for our

DEMAND GENERATION

CUSTOMER ENGAGEMENT

SMART ENGAGEMENT APPENDIX ATERMS amp

CONDITIONS

28

ENABLEMENT APPENDIX BPROGRAM OVERVIEW

Level III Support individuals providing support should be able to Provides final point of escalation provides guidance and instruction to Level 2 support to solve issue This individual is typically an engineer or software developer who takes ownership of incidents where subject matter expertise and experience is required for diagnosis Including

bull Build new diagnostic tool to capture appropriate datato solve issue

bull Build a tested and repeatable solution for the issuebull Can develop software or develop hardware

depending on the issuebull Complete Root Cause Analysis (RCA) and develop

make-it-right Programs where requiredbull Perform complex troubleshooting if required site

visitsbull lsquoClosed Looprsquo customer and product issue reporting

eg lsquomake it rightrsquo project status and trending ofincidents

LEVEL THREE DEFINEDLEVEL ONE DEFINED LEVEL TWO DEFINED

APPENDIX BTECHNICAL SUPPORT LEVELS DEFINED

  • Slide Number 1
  • Slide Number 2
  • Table of Contents
  • Program Overview
  • SMART Technologies EDGE Partner Program
  • Slide Number 6
  • Slide Number 7
  • Slide Number 8
  • Slide Number 9
  • Slide Number 10
  • Giving Partners the EDGE through Enablement
  • Slide Number 12
  • Slide Number 13
  • Slide Number 14
  • Giving Partners the EDGE through Demand Generation
  • Slide Number 16
  • Slide Number 17
  • Slide Number 18
  • Giving Partners the EDGE through Customer Engagement
  • Slide Number 20
  • Slide Number 21
  • Giving Partners the EDGE through SMART Engagement
  • Slide Number 23
  • Slide Number 24
  • Slide Number 25
  • Slide Number 26
  • Slide Number 27
  • Slide Number 28