Expertise Qualifier Validation

The following is provided to help you understand the specific Expertise Qualifier requirements.

Qualifier

Qualifier Requirements

Advanced Expertise Qualifiers

Applicable Track(s): Build, Service, Industry Healthcare
 Partners that achieve "Advanced Expertise" are required to maintain Initial and Advanced Expertise Qualifiers to ensure that access to the Benefits available with that Advanced Expertise is not interrupted.

An Expertise will be considered "lapsed" if a Qualifier is not maintained. If an Expertise is "Lapsed" for 90 days, it will be Unpublished until the partner re-attains the necessary Qualifier(s) and re-publishes the Expertise.

  • The Principal partner entity's "Advanced" status for the Expertise will be removed. Any Advanced Expertise status cascaded to that entity’s Associates will also be discontinued
  • All Benefits of the OPN Advanced Expertise, including eligibility for any incentives or rebates, will not be available until such time as the Advanced Expertise is re-attained
  • The partner will be required to remove any Website listings of the OPN Advanced Expertise badge
For details on the Initial and Advanced Qualifiers for a specific Expertise, please view that Expertise in the Expertise Catalog on the OPN portal.
Annual Recurring Revenue (ARR)

Applicable Track(s): Build
 The total booked revenue of Universal Credit Model subscriptions generated as a result of partner applications or solutions associated with the Expertise. Revenue is normalized over the course of Oracle’s fiscal year period, for those months in which the Expertise was attained.
Approved Listing in Oracle Cloud Marketplace or Oracle Healthcare Marketplace

Applicable Track(s): Build, Industry Healthcare

 For partners enrolled in the Cloud Build or the Industry Healthcare track, public support for Oracle Cloud and Oracle Health Expertise can be validated through an approved published listing of the commercially available application, in the Oracle Cloud Marketplace or the Oracle Healthcare Marketplace
Approved Press Release

Applicable Track(s): Build, Industry Healthcare

 For partners enrolled in the Cloud Build or the Industry Healthcare track, pursuing a “Powered By” or “Integrated With” Oracle Cloud Expertise or Oracle Health Advanced Expertise, the Initial Qualifiers for public support can be validated through a press release that has been reviewed and approved by a regional partner manager or product manager. A press release template to promote an application that has been published on the Oracle Cloud Marketplace or the Oracle Healthcare Marketplace is available as a go-to-market resource from the Partner Portal.
Commercially Available Application

Applicable Track(s): Build, Industry Healthcare
 An application or solution that is generally available to commercial customers, published with a commercial price on a standard price list or price schedule, and supported by a professional technical support service organization.
Commercially Available Connectivity Service

Applicable Track(s): Build
 A layer-2 or layer-3 data communications interconnection service that is generally available to commercial customers, published with a commercial price on a standard price list or price schedule, and supported by a professional technical support service organization.
Customer Success Surveys
(Previously referred to as Go-Live and Health Check Surveys)

Required for all Cloud and License & Hardware Service Expertise and applicable incentives.

The following conditions must be met for Oracle to accept a Customer Success Survey as a valid qualifier for any Cloud and/or License & Hardware Service Expertise:

 

  • In order to initiate a survey, ensure you have acquired authorization from the customer for Oracle to contact them for purposes of gauging their satisfaction
  • The customer project go-live date should be within the past 18 months
  • A successful implementation is determined by the customer and recorded via the Customer Success Survey, where a rating is calculated. Ratings reflect the customers' direct feedback on their overall implementation experience with the Partner
  • A rating of 8 or higher on the Customer Loyalty Index (CLI) qualifies as a valid score
  • When requesting a Customer Success Survey, an order identifier and project name will be required
  • To identify the service Expertise associated with a specific product, check out the Search by Service Expertise tool
  • The same customer may be used for more than one survey if each survey refers to an independent project
  • A survey may apply to multiple Expertise if the project encompasses the products associated to the Expertise
  • Surveys must be sent directly from Oracle to the customer. Oracle will not accept surveys that partners send to customers themselves, or that partners complete on a customer’s behalf.
  • Proofs of Concept and internal implementations may not be surveyed
  • Expertise will be applied in the regional market where the end customer is located
  • Customer Success Surveys are valid for a period of 18 months from the project Go-Live date
  • For the purpose of incentive payments, the Customer Success Survey should be requested no earlier than 90 days from the Go-Live date
Oracle Validated Integration Expertise Qualifier Details

Applicable Track(s): Build, Industry Healthcare, License & Hardware
 A complete description of Oracle Validated Integration Expertise Qualifiers can be found on the OVI Qualifier Requirements page.
Partner-Published Customer Success Stories

Applicable Track(s): Service, Industry Healthcare
 In order to attain and maintain Cloud Service Expertise, Oracle Health Advanced Expertise and License & Hardware Service Expertise, partners may submit a partner-published Customer Success Story as an alternative to a Customer Success Survey. Success Stories can help you articulate your value to customers. We realize that partners and customers have a number of venues available to them to share successes, please follow our guidelines below:

 

What does good look like:

  • Acceptable formats: written (i.e whitepaper, publication article, case study), video or partner or customer website testimonials (including publicly accessible webinars)
  • The story must have been published within the last 18 months.
  • The story must include the customer's company name and the business problem that was solved using the Oracle Solution or Service.
  • The story must reference the Oracle Solution or Service associated with the Expertise. A detailed lists of products available by Expertise are noted in the Search by Service Expertise tool
  • Expertise will be applied in the regional market where the end customer is located (Not applicable for Oracle Health Advanced Expertise).

Non qualifying submissions:

  • Anonymous customer stories or submissions (i.e. "a customer in the automotive industry")
  • Customer Reviews on 3rd Party sites (i.e. G2, Gartner Peer Review Site)
  • Success stories requiring log-in or subscription
  • 3rd Party product promotions

Success Story Guidelines:

  • Only customer success stories where the partner implemented the solution or service qualify for credit toward Service Expertise
  • A story may apply to multiple Expertise if the project encompasses the products associated to the Expertise
  • Customer Success Stories are valid for a period of 18 months from the date published

Submission Guidelines for Cloud Solutions Provider Expertise:

  • Customer Success Surveys and Customer Success Stories submitted towards attainment of initial Oracle Cloud Solutions Provider Expertise for Oracle Cloud Infrastructure do not require the customer to be a current customer of Oracle, however, for submissions toward annual maintenance of Oracle Cloud Solutions Provider Expertise for Oracle Cloud Infrastructure, the customer referenced must be a current customer consuming Oracle Cloud.
Microsite

Applicable Track(s): Cloud Service

Many of the Oracle Cloud Service Expertise include a Microsite as one of the qualifiers, which is a great way to promote a company’s products, services, campaigns, events, or entire brand.

Whether you are working towards Expertise attainment, or simply want to create a microsite to highlight your experience, expertise, and deep specialization on Oracle in a specific solution area and/or industry segment, we want to provide some best practices.

If you need help to create a microsite, check out this helpful Knowledge Article.

Best Practices for your Microsite

If you are building your own microsite:

  • Must be accessible from your Company’s homepage
  • Make discoverable through keyword search
  • Highlights the partnership with Oracle
  • Ensure correct Oracle Product, Solutions, and Services names and descriptions are indicated

Guidance on what content to include (but not limited to):

  • Promote your Oracle practice and product offerings to your customers
  • Reference Oracle as part of the service solution for the customer
  • Display Oracle PartnerNetwork logo and certifications
  • Feature customer success stories
  • Share customer testimonials and case studies
  • List FAQs for customers
  • Provide a “Contact for more Info” link on the page
Partner-Published Public Press Release

Applicable Track(s): Build, Industry Healthcare
 Public Support for Oracle Cloud Expertise and Oracle Health Advanced Expertise can be validated through submission of a partner-published public press release referencing the Oracle PartnerNetwork Expertise and the commercially available application(s) with which the Expertise is associated.
Pre-Requisite Expertise

Applicable Track(s): License & Hardware
 If pre-requisite Expertise are listed as Expertise Qualifiers, the pre-requisite Expertise must be attained before the partner can attain the Expertise they are seeking.
Published Oracle Exadata Cloud Solution Profile in the OPN Partner Finder

Applicable Track(s): Build

 A partner-published Solution Profile in the OPN Partner Finder with the following statement: “[Insert Partner Application Name] version [Insert Version/Release Number] has been self-validated with Oracle Database [Insert Database Version] on Oracle Exadata Cloud [Insert “Service” or “at Customer”].”
Qualified Oracle Cloud Infrastructure (OCI) FastConnect Opportunities

Applicable Track(s): Build
 An OCI FastConnect opportunity is considered qualified when the identified sales prospect or end-user of the OCI FastConnect service has a high probability (> 20%) of becoming a customer. Such an opportunity should have some verified business enablement, or a pain point that the connectivity service using OCI FastConnect can solve, as well as an expressed interest in the service offering.
Resource Pooling and Regional Market Assignment

Applicable Track(s): Sell, Service, License & Hardware

 License & Hardware Track - Service Expertise

  • Principal OPN members with multiple Associates in the same regional market will have their resources pooled. Partners also have the ability to assign specific resources to other Regional Markets to meet the Qualifiers for a Service Expertise. Refer to the Expertise Catalog for resource requirements.
License & Hardware Track - Sell Expertise

  • Principal OPN members with multiple Associates in the same regional market will have their resources pooled across the Regional Market to meet the Qualifiers for a Sell Expertise. Resources may not be reassigned.
Cloud Sell Expertise

  • Principal OPN members with multiple Associates in the same regional market will have their resources pooled across the Regional Market to meet the Qualifiers for a Sell Expertise. Resources may not be reassigned.
Cloud Service Expertise

  • Principal OPN members with multiple Associates in the same regional market will have their resources pooled. Partners also have the ability to assign specific resources to other Regional Markets to meet the Qualifiers for a Service Expertise. Refer to the Expertise Catalog for resource requirements.
Running on Oracle Exadata Cloud Service or Oracle Exadata Cloud at Customer

Applicable Track(s): Build
 The following partner products are NOT eligible for Powered by Oracle Exadata Cloud Expertise:

 

  • Third-party Hardware
  • Device Drivers
  • Mobile Devices
  • Operating System (OS) Certification
  • Third party Cluster File System (CFS)
  • Non-native File Systems
  • Migration Tools
  • Application Development Tools
  • Storage Management products
  • Vendor Clusterware
  • Virtualization Technology
  • Interconnect Protocol
  • Web Browser
  • Backup Agents
  • Virus Security Software
  • Backup Software
  • System Management
  • Database Management
  • Network Management
  • Software Management
  • Products altering Exadata software components
Specialist Requirements Certification/Accreditation Requirements

Applicable Track(s): Sell, Service, License & Hardware
 In order for a Specialist to meet Expertise Qualifier requirements, the individual must have passed the applicable Specialist certification or accreditation exam. The list of accepted Specialist certifications and accreditations are noted for each Expertise in the Expertise Catalog.
Managed Service Audit for Oracle Cloud Infrastructure

Applicable Track(s): Service

In order to attain (and maintain) Cloud Solutions Provider Expertise, partners must conduct an annual third-party audit for Oracle Cloud Infrastructure. The purpose of the audit is to validate the capability to deliver managed services (Day 2) for Oracle Cloud Services. Each audit will review the company’s history and success of delivering managed services including customer success cases, company staffing, and operational processes supporting managed services.



Notes:

  • The initial audit (first audit) and every third year following the initial audit, will be conducted over two business days and will be valid for one year from date of audit.
  • Renewal audits will be conducted in one business day and will build upon the findings of the initial audit as well as confirming managed service practices.
  • Audit fees are the responsibility of the partner and will be contracted at the time of request.
Oracle University Live Learning Event Survey

Applicable Tracks(S): Sell

The following conditions must be met in order to accept an Oracle University Live Learning Event Survey as a valid Qualifier for the Oracle University Education & Delivery Expertise in the Cloud Sell Track:



  • Customer Satisfaction Surveys should be requested based on requirements for Expertise Qualifiers
  • The survey will cover any OU Live Learning Event that has been completed within the past 3 months and will be valid for 12 months
  • A successful delivery of an Oracle Event is determined by the customer and recorded via the Customer Satisfaction Survey, where a rating is calculated. Ratings reflect the customers’ direct feedback on the overall experience with the Partner
  • A Customer Satisfaction Survey rating of 8 or higher on the Customer Loyalty Index (CLI) qualifies as a valid score
  • The same customer may be used for several surveys if each survey refers to an independent Oracle Event
  • Surveys must be sent directly from Oracle to the customer. Oracle will not accept surveys that partners send to customers themselves, or that partners complete on a customer’s behalf. Internal Oracle Events may not be used to satisfy Qualifiers
  • The customer should be based within the same regional market where the Expertise is attained
  • Detailed information about the Oracle Event must be provided to Oracle in order for the Customer Satisfaction Survey to be confirmed with the customer
  • To initiate a survey, you need to acknowledge that you have obtained permission from the customer before Oracle may contact them
Website Listing of Expertise Logo (Badge)

Applicable Track(s): Build, Sell, Service
 Public Support for Oracle Cloud Expertise can be demonstrated with a listing of the partner’s Cloud Expertise logo (badge) on the partner’s website.
Year-over-Year (YoY) Growth

Applicable Track(s): Build

Year-over-year growth percentage is a statistical calculation that compares the most recently completed period of Annual Recurring Revenue (ARR) to the same period in the previous year, as a percentage change.