OpenSymmetry is a global sales performance management (SPM) consulting firm delivering end-to-end performance management solutions consisting of both strategic and technical services that enable customers to transform their sales performance solutions into actionable results. Founded in 2004, OpenSymmetry is headquartered in Austin, Texas with offices in London, Sydney, Johannesburg, Chennai and Kuala Lumpur. Clients range from SMB to Fortune 500 companies in the Communications, Financial, Health/Life Sciences, and IT/Distribution industries. For more information about OpenSymmetry, please visit www.opensymmetry.com

1. Corporate Presentation

2. About Us:

3. Global experts
in Sales Performance
Management

4. Company history:
2004/05
OS
is
established
as
an
independent
firm
focusing
on
ICM
2006/07
OS
provides
ICM
implementa;on
services
and
post
deployment
support
in
the
US
and
UK
2008/09
OS
launches
Varicent
(Cognos
IBM)
and
Strategy
Prac;ces
• Add
APAC
and
South
Africa
Offices
• 3X
Revenue
Growth
2009/10
Increased
global
coverage
across
all
SPM
vendors.
OS
launches
Merced
(Nice)
and
Xactly
prac;ces
2011/12
OS
combines
all
opera;ng
en;;es
worldwide
into
OpenSymmetry
Inc.
OS
launches
CPQ
and
Excen;ve
Prac;ces

5. VisionTo be the preferred and most trusted
consultancy in Sales Performance
Management - globally.

6. OpenSymmetry
provides
businesses
and
organiza;ons
of
all
sizes
with
end-­‐to-­‐end
Sales
Performance
Management
solu;ons
through:
▸ Vendor
agnos;c,
strategic
thought
leadership
▸ Robust
and
innova;ve
implementa;on
services
▸ Extensive
support,
training
and
managed
services
(EDGE)
▸ Global
experience
applied
to
local
markets
Mission:

7. Performance.Innovation. Whatever it takes.

8. Vendor agnostic

9. The world’s largest SPM
company with
130+ skilled
consultants

10. Our
global offices:
Offices in 6 countries we can come to you wherever you are, all
around the globe.

11. Strong client
relationships

12. What we can do
for you…..
▸ Accelerate
sales
results
▸ Op;mize
sales
processes
to
deliver
profitable
results
▸ AWract
and
retain
the
right
sales
talent
▸ Accurate
compensa;on
&
accountability
▸ Improve
mo;va;on
through
incen;ve
plans

13. How we
work:

14. Service offerings:
EDGE (Managed Services)
Training & Testing
Implementation
Strategy
Business Intelligence
EDGE Services (managed)
Training & Testing

15. Strategic Services
• SPM
Strategy
Assessments
• Business
Case
for
Automa;on
• Vendor
Selec;ons
• Implement
readiness
and
change
management
• Design,
implement
and
assess
incen;ve
plans
• Help
define
roles
and
organiza;onal
design
• Business
Intelligence
Maturity
Assessments
Helping you be in front and stay in the lead!

16. Business Intelligence
How Mature is your BI? We can help you
• Strategy
planning
&
vendor
evalua;ons
• Score
BI
maturity
against
market
• Repor;ng,
Analy;cs,
Dashboard
&
Modeling
• Report
Conversions
Center
of
Excellence
45% of companies are not achieving true BI value
from their Sales Operations

17. Implementation
• Full
service
implementa;on
and
deployment
• Project
management
• Custom
training
• Tes;ng
services
• Solu;on
architecture

18. EDGE Services (managed)
• Full
business
process
outsourcing
• Post-­‐implementa;on
support
- Admin
support
- Produc;on
support
- Small
change
• Business
process
re-­‐engineering
• System
upgrades
Let us manage your SPM and help you get the EDGE over you competition!

19. Strategy & BIOur
approach:
Training &
Enablement

20. Testing Overview
Test strategy:
• Determine
overall
scope
and
approach
• U;lize
best
prac;ces
• Plan
schedule,
resources
and
logis;cs
Test preparation:
• Wri;ng
test
scripts
• Preparing
test
data
• Calcula;on
of
expected
tes;ng
results
Test execution:
• Execute
test
cases
• Track
results
• Research
issues
• Triage
defects
Outsourced testing:
• Planning
• Prepara;on
• Execu;on
ac;vi;es

21. Introductory training:
• Product
overview
• Naviga;on,
terminology
and
system
func;onality
Training support:
• Prepara;on
for
User
Acceptance
Tes;ng
(UAT)
• Higher
level
of
confidence
and
success
in
the
tes;ng
process
• Technical
trainer
provides
exper;se
in
naviga;on,
searching,
expor;ng,
etc.
Operations training:
• Specific
customer
business
scenarios
• Configured
for
day
to
day
procedures
and
system
ownership
• Designed
for
compensa;on
administrators
and
compensa;on
field
support
team
Compensation plan management training:
• Specific
features
to
handle
plan
changes,
updates,
new
components,
new
plans,
etc.
• Designed
for
compensa;on
administrators
Training Overview

22. Value Added Services
• Data
Integra;on
Framework
• Preprocessor
Calcula;on
Engine
• System
Automa;on
Tools
• Data
Archiving
Tools
• Environment
Hos;ng
• GMart
• Generic
Web
Portal
• Repor;ng
Packs
• Analy;c
Packs
• Mobile
Apps
• BPM
Workflow
Packs

23. What
makes us
different:

24. Our consultants have
5+ years
experience
principals have 8+ years
experience

25. Value Added
We Deliver
consulting
Vendors give you a vanilla delivery…
we add the toppings that make it work
uniquely for you!

26. teamwork
We partner with you, it’s all about

27. independent
We can provide
advice

28. challenge
We deliver success,
whatever the
Whatever it
Takes!