PreSales OS

Services
This page includes examples of the programs and initiatives which form the PreSales OS.
ROI / Business Value Methodology
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Business value realization and articulation
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Business cases for CEO/COO, CFO, CIO, and Technical leads
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Impact on deals, consumption, and future customer relationship
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Standardize toolset with best practices, drive consistent field usage
Management Information
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Demonstrate value of SE contribution to business success
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Simplified reporting and planning around organisation and people
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CRM usage and hygiene, driving consistent data into QBR updates
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Consolidation of existing data sources into Enterprise Data Warehouse
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Reporting for leadership and managers
Strategic Direction
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Pre-sales of the future – pivot to SaaS, solution platform
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Evolution of pre-sales organisation and roles
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Field leadership engagement with OCTO
Training & Enablement
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Adoption of role-specific technical skills assessment framework
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Soft skills – holistic approach rather than point solutions
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Quarterly enablement and other major programs (eg. WWKO / TechSummit)
Talent Calibration & Retention
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Creation of “top talent” development program to support growth potential
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Additional guidance for SE Managers
Diversity Equity & Inclusion
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Improve appeal of EMEA SE organization for next gen talent to join and grow​
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Generate future pipeline of next gen talent – focus on young and female talent​
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Create opportunities for employees to build their brand
Hiring & Onboarding
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Hiring – Staffing team engagement and process
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Onboarding – Review of corporate programs, and local SE-specific activities
Subject Matter Experts
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Standardize process for bringing new technologies into the mainstream SE organization
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Review existing SME programs (corporate, EMEA-wide, local)
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Publish charter and structure for future SME programs
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Determine existing EMEA requirements and implement groups where required
BU Interlocks
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Strategic - Give BUs an ongoing insight of the EMEA market
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Tactical – Offer BU updates to SE teams, SE customer challenges
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Standardize tools/teams/process
Professional Services Engagement
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Take a programmatic approach to engagement between SE and PS
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Establish handover and handback tools, documents, and processes
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Build and socialize field repository
SE Manager Community
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Drive a consistent approach to coaching and development for SE teams
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Define and implement a strategy for development of SE Managers
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Build a community for SE Manager best practice and document sharing
Better Together Messaging
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Create and update messaging for internal and OEM field teams
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Standardise approach across internal and OEM field teams
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Supplement corporate assets with SE-specific slides and materials
Communications & Collaboration
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Internal – For SE Managers and SEs
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External – Identity and value of SE organisation
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Email – DLs and establishment of newsletter plus digest
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Live webinars – All Hands, Question Time, Outside In
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Web portal – Centralised for entire organisation and for managers only
Demo Infrastructure
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Consistent availability and usage of demo resources for SEs (generalists and specialists)
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Identify all available corporate, BU, and local resources
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Define and socialise best practices for SE teams
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Engage with resource teams on improvements/gaps
RFx / PoC
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Tooling/automation around RFx
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Review PoC approach across EMEA regions – improve consistency and efficiency
Technical Account Planning
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Guardrails and guidelines for a standard approach to EMEA-wide adoption
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Governance and regular reviews
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Central content library
Business Titles
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Standardise for all roles/grades
Toolkits
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FAQ-style repository of links to all information, tools, and processes needed for the SE role
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FAQ-style repository of links to all information, tools, and processes needed for SE Managers
Career Pathways
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Grow within your role – career ladders, learning paths
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Grow within the organisation – aspiring managers, generalist <> specialist
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Grow within the business – routes to other BUs/functions
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Mentoring, decision trees, goal setting, development planning
Career Development System
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Tool and associated processes for business/professional skills