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Services

This page includes examples of the programs and initiatives which form the PreSales OS.

ROI / Business Value Methodology
  • Business value realization and articulation

  • Business cases for CEO/COO, CFO, CIO, and Technical leads

  • Impact on deals, consumption, and future customer relationship

  • Standardize toolset with best practices, drive consistent field usage

Management Information
  • Demonstrate value of SE contribution to business success

  • Simplified reporting and planning around organisation and people

  • CRM usage and hygiene, driving consistent data into QBR updates

  • Consolidation of existing data sources into Enterprise Data Warehouse

  • Reporting for leadership and managers

Strategic Direction
  • Pre-sales of the future – pivot to SaaS, solution platform

  • Evolution of pre-sales organisation and roles

  • Field leadership engagement with OCTO

Training & Enablement
  • Adoption of role-specific technical skills assessment framework

  • Soft skills – holistic approach rather than point solutions

  • Quarterly enablement and other major programs (eg. WWKO / TechSummit)

Talent Calibration & Retention
  • Creation of “top talent” development program to support growth potential

  • Additional guidance for SE Managers

Diversity Equity & Inclusion
  • Improve appeal of EMEA SE organization for next gen talent to join and grow​

  • Generate future pipeline of next gen talent – focus on young and female talent​

  • Create opportunities for employees to build their brand

Hiring & Onboarding
  • Hiring – Staffing team engagement and process

  • Onboarding – Review of corporate programs, and local SE-specific activities

Subject Matter Experts
  • Standardize process for bringing new technologies into the mainstream SE organization

  • Review existing SME programs (corporate, EMEA-wide, local)

  • Publish charter and structure for future SME programs

  • Determine existing EMEA requirements and implement groups where required

BU Interlocks
  • Strategic - Give BUs an ongoing insight of the EMEA market

  • Tactical – Offer BU updates to SE teams, SE customer challenges

  • Standardize tools/teams/process

Professional Services Engagement
  • Take a programmatic approach to engagement between SE and PS

  • Establish handover and handback tools, documents, and processes

  • Build and socialize field repository

SE Manager Community
  • Drive a consistent approach to coaching and development for SE teams

  • Define and implement a strategy for development of SE Managers

  • Build a community for SE Manager best practice and document sharing

Better Together Messaging
  • Create and update messaging for internal and OEM field teams

  • Standardise approach across internal and OEM field teams

  • Supplement corporate assets with SE-specific slides and materials

Communications & Collaboration
  • Internal – For SE Managers and SEs

  • External – Identity and value of SE organisation

  • Email – DLs and establishment of newsletter plus digest

  • Live webinars – All Hands, Question Time, Outside In

  • Web portal – Centralised for entire organisation and for managers only

Demo Infrastructure
  • Consistent availability and usage of demo resources for SEs (generalists and specialists)

  • Identify all available corporate, BU, and local resources

  • Define and socialise best practices for SE teams

  • Engage with resource teams on improvements/gaps

RFx / PoC
  • Tooling/automation around RFx

  • Review PoC approach across EMEA regions – improve consistency and efficiency

Technical Account Planning
  • Guardrails and guidelines for a standard approach to EMEA-wide adoption

  • Governance and regular reviews

  • Central content library

Business Titles
  • Standardise for all roles/grades

Toolkits
  • FAQ-style repository of links to all information, tools, and processes needed for the SE role

  • FAQ-style repository of links to all information, tools, and processes needed for SE Managers

Career Pathways
  • Grow within your role – career ladders, learning paths

  • Grow within the organisation – aspiring managers, generalist <> specialist

  • Grow within the business – routes to other BUs/functions

  • Mentoring, decision trees, goal setting, development planning

Career Development System
  • Tool and associated processes for business/professional skills

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