We help streamline the partner experience.
Outcome: Policies and processes in place to successfully engage and enable partners.
Cost: ~$20,000 - $60,000 dependent on the number of processes defined and documented
Time to completion: 5-6 weeks
Summary of Actions:
- Interview internal stakeholders
- Regular conversations with partner management
- Interview current partners for successes and challenges
- Assess processes from a partner's experience perspective
- Recommend enhancements to increase engagement
- Document processes, such as
- Enrollment processes
- Communications
- Partner marketing
- Training and enablement processes
- Co-marketing
- Deal registration and management
- Support inquires
- Compliance and on-boarding and off-boarding
- Recommend content changes to align to partner needs
- What needs to be enhanced
- Recommend format and delivery mechanisms to speed partner adoption
- Do the formats need to be changed – i.e. from PPT to video or from ILT to online
- What needs to be condensed or more “bite-sized”
- Formalize an engagement blueprint
- Review the current engagement processes
- Define expectations on both sides
- Develop engagement success criteria
- What is the issue we’re trying to solve?
- Define the metrics we can use now as a baseline
- Determine what could be measured to indicate success
- Document the engagement policy
deliverables
- Definition of enablement at two levels and two partnering motions (sales and services)
- Current materials placed into enablement paths
- Blueprint for engaging and managing partners in the services swim lane across:
- Registration / lead management process
- Decision process for service prime – who primes when?
- Communication processes and workflows
- Reporting and governance
