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Session # 301 ASAP 2012 Annual Global Alliance Summit
A Simple Framework for Complex Alliances: An IDEA from IT
Agenda
•   Need for an Alliance
    framework
•   Our IDEA of
    partnering
•   Getting started
•   Helpful Resources
•   Q&A
3
ONLY   REMAIN IN THE RACE




                   4
New                   Sustainable                    Emerging
            Commerce                Tomorrow                      Economies




  Digital              Healthcare                   Smarter                   Pervasive
Consumers              Economy                    Organizations               Computing
HAS EMERGED AS THE NEXT-GEN




                 6
Alliance Assessment
                                                                                                                                              Create Roles and Responsibility Matrix (RRM)
                 Technology                                                                                        Partner Governance
                    Services                                                                                                                  Create Partner account review plan (PAR)
      Certification/Validation     Alliance Segmentation
                                                                                                                                     Sell in existing COMPANY accounts,         Cross-sell, Up-sell
                        OEM
                                                                                                                                     Jointly create a new account wishlist
                     Platform
                                   Alliance Due-Diligence                                                                            Sell to existing partner Accounts
                         Business Case (Plan B Partner)                                                                Sales         Sell to Partner opportunities
                                                                        Alliance Lifecycle                                           Eat our own dog food
        Delivery Anchors
                                                                                                                                     RFX Leads
           Alliance SPOC
                                     Alliance Negotiations                                                                           Leads from Marketing Activities
                  Finance
                                                                                                                                     Sell through Field Contacts
                     Legal
                                                                                                                                                   Branding
                Maintain as per the Agreed Governance
                                                                                                                                                   Partner Events
                Alliance Health Check                                                                              Marketing Activities
                                                                                                    (Context)                                      Webinars
                              Terminate             Assess
                                                                                               Alliance Solution                                   Analysts
                             Accelerate
                                                                                                                                                   Case Study
                                                   Positioning

Managing                                                     Pricing
                                                                                                                   Investment/Commitment
                                                                                                                                                           Resources

                                                                                                                                                       Financial             Up front
                                            Value Proposition
                                                                             Target Solution
Alliances is                                                Services                                                                                                         On client Acquisition
                                                                                                                                                    Organisation Strategy
                                          Features/Functionalities
Complex and can                                      Competition
                                                                                                                                                    Business Unit/Practice Strategy

be confusing…                                                    Revenue
                                                                                                                   Strategic Alignment              Customer Need/Demand
                                                                                                                                                    Competitive Value-add
                                                                  Pipeline          Metrics
                                                                                                                                                    Need for Alliance
                                   Operational Support & Effectiveness
                                                                                                                                                 Delivery Team Training
                                     Solution Collaterals
                                                                                                                   Alliance Operations           Solution/IP Development
                              Training and Pre-Sales KT
                                                                        Sales Enablement
                                        Knowledge Base                                                                                           Project Execution

                             Best Practices, White-paper
We needed a                       ALLIANCE FRAMEWORK
framework to manage
the complexity…..                                           RESOURCE
                                                           CONSTRAINTS




                                                                                                                  Alliance
         Alliance Charter
                                                                                                                 Life-Cycle




                                                                                        REGULATORY
                                                       Partner




                                           PRESSURE




                                                                             PRESSURE
                                                           Customer
                                                       Offerings




                                    COST
                                                              Needs
                                                                 Our                                             Alliance
        Alliance Guideline
                                                                 Offerings                                  IP and Market Dev.


                                                                                                                 Alliance
         Alliance Metrics
                                                                                                            Field Engagement
                                                           COMPETITIVE
                                                            PRESSURE


                             Delivery                          Sales                                 Marketing
                                                      Alliance Strategy
                                   Company Business Strategy
                                                                8
                                                                8
• Common framework for Sales, Pre-sales and Delivery that includes
                     components and individuals in a virtual organization using a common
ONE Alliance         governance model.
Framework          • Involve stake-holders from legal, commercial, sales, delivery, across
                     horizontal services and industry verticals globally.



TWO Engagement
                   • Leverage alliances whose technology or services will complement ours
Approaches
across partners:   • Go-to-market alliances (primarily lead-sharing) between partners
THREE Alliance Tiers: Sorted in ascending strategic importance
Tier            Revenue       Deals   Alliance Owner                                      Exec. Sponsorship
Silver          < 0.5M        <2      Sales (Account Manager ) or Pre-Sales (Solution     Not Required
                                      Design)
Gold            0.5-2.0M      2-5     Can vary                                            Head of Alliances

Platinum        2.0+M         5+      Core Alliance team                                  Executive Committee
                                                                                          Member

         FOUR Alliance Life-Cycle Stages: Each with different activities and gating criterion

                   Identify             Define                Establish                 Assess



                                                       Improve
FOUR Alliance Life-Cycle Stages: Each with different activities and gating criterion


                      Identify              Define             Establish            Assess



                                                        Improve


Partnering goes through an iterative and evolutionary process We get into greater level of details as we progress
through the various stages
       •   Identify : What do we do before we even             •   Establish : How do prepare to win our
                      meet with a partner?                                     first client?
       •   Define   : What do we do when we meet the           •   Assess    : What do we do next?
                      first time?

                                  Accelerate, Abandon or Acquire!
I        D        E     A




                                                       KEY ACTIVITIES
STAGE
             Awareness of gap in existing offerings - either from client, our own team orfrom directly from a
             potential partner
             Internal consensus to interest to explore idea and possible partner champions
  IDENTIFY



             Designated champion spells out key requirements of partnership, expected investments, and benefits
             Management approvals to explore partnerships
             Initial Business Case prepared
             Market Scan to create long-list
             Initial conversations with potential partners
             Sign NDA's with short-listed potentials
             High level exchange of business information and expectations
             Evaluation of potential partners

             Deliverable: Short list of 2 (max 3) partners
I   D   E   A




                                                   KEY ACTIVITIES
STAGE
           Term-sheet prepared to decide joint next-steps
           Key Contacts identified at partner side and champion
           Next level of discussions
  DEFINE



           Sales confirms target market, vertical, geo, and phasing if required
           Delivery confirms and provides resources to make this happen
           Review of Business Case, including possibility of alternate partner (Plan B)

           Deliverable: Signed Teaming /Partnership Agreement
I          D       E    A




                                                     KEY ACTIVITIES
STAGE
              Finalize and execute on Go To Market plan
  ESTABLISH


              Sales Enablement - Sales training, prepare collateral, presentations, target customer list, FAQ's
              Solutions Design/Delivery enablement - readiness to sell and deliver joint solutions
              Creation and review of joint pipeline (2+2+2 Model)
              Explore Pilot "Try and Buy" Program to existing customers
              Efforts to close first sale

              Deliverable: Contract with end-partner for first joint client
I        D        E      A




                                                      KEY ACTIVITIES
STAGE
           Create success story with first joint client.
           Re-use learning and deliverables for subsequent opportunities
           Explore joint marketing events to publicize the joint client
  ASSESS



           Review progress of clients and also build relationship at operational and executive sponsor level
           Alliance Governance Council (AGC) decides to take relationship to higher or lower level based on
           pre-agreed metrics

           Deliverable: Revised Portfolio Review of all Partners
IDEA Checklist   The M2Y2O2 Model
Almost 100 questions to ask yourself at each stage of
the IDEA life-cycle

Look for the questions relevant for the current stage
you are at with your partner
Do not proceed to next stage until all questions
relevant for current stage are reviewed.
While it is good to keep a record of the responses to
each, it is most important you do not miss out any
question as you progress

Keep coming back from time-to-time to review these
questions as situations/ responses often change

Can be modified to suit your industry and unique
business
A simple method to create a joint pipeline:
The 2+2+2 Plan

First of all, our side offers to introduce the new partner
to 2 existing clients where we are well-
entrenched, and the partner is not present (My 2).

Next our partner takes us into 2 of his clients where I
am not present (Your 2)

Finally we chose 2 accounts where neither of us are
present – and we take pro-active steps, invest in joint
marketing to win these together (Our 2)

Builds gradual trust and can scale.
WE PARTNER WITH CLIENTS TO
                             BUSINESS         OPTIMIZE     ACCELERATE
                             TRANSFORMATION   OPERATIONS   INNOVATION




                             19
THANK YOU



                                                     www.infosysbpo.com
The contents of this document are proprietary and confidential to Infosys Limited and may not be disclosed in whole or in part at any time, to any
                                         third party without the prior written consent of Infosys Limited.

© 2011 Infosys Limited. All rights reserved. Copyright in the whole and any part of this document belongs to Infosys Limited. This work may not be
  used, sold, transferred, adapted, abridged, copied or reproduced in whole or in part, in any manner or form, or in any media, without the prior
                                                          written consent of Infosys Limited.

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Idea - A simple framework for complex alliances, an idea by IT

  • 1. Session # 301 ASAP 2012 Annual Global Alliance Summit A Simple Framework for Complex Alliances: An IDEA from IT
  • 2. Agenda • Need for an Alliance framework • Our IDEA of partnering • Getting started • Helpful Resources • Q&A
  • 3. 3
  • 4. ONLY REMAIN IN THE RACE 4
  • 5. New Sustainable Emerging Commerce Tomorrow Economies Digital Healthcare Smarter Pervasive Consumers Economy Organizations Computing
  • 6. HAS EMERGED AS THE NEXT-GEN 6
  • 7. Alliance Assessment Create Roles and Responsibility Matrix (RRM) Technology Partner Governance Services Create Partner account review plan (PAR) Certification/Validation Alliance Segmentation Sell in existing COMPANY accounts, Cross-sell, Up-sell OEM Jointly create a new account wishlist Platform Alliance Due-Diligence Sell to existing partner Accounts Business Case (Plan B Partner) Sales Sell to Partner opportunities Alliance Lifecycle Eat our own dog food Delivery Anchors RFX Leads Alliance SPOC Alliance Negotiations Leads from Marketing Activities Finance Sell through Field Contacts Legal Branding Maintain as per the Agreed Governance Partner Events Alliance Health Check Marketing Activities (Context) Webinars Terminate Assess Alliance Solution Analysts Accelerate Case Study Positioning Managing Pricing Investment/Commitment Resources Financial Up front Value Proposition Target Solution Alliances is Services On client Acquisition Organisation Strategy Features/Functionalities Complex and can Competition Business Unit/Practice Strategy be confusing… Revenue Strategic Alignment Customer Need/Demand Competitive Value-add Pipeline Metrics Need for Alliance Operational Support & Effectiveness Delivery Team Training Solution Collaterals Alliance Operations Solution/IP Development Training and Pre-Sales KT Sales Enablement Knowledge Base Project Execution Best Practices, White-paper
  • 8. We needed a ALLIANCE FRAMEWORK framework to manage the complexity….. RESOURCE CONSTRAINTS Alliance Alliance Charter Life-Cycle REGULATORY Partner PRESSURE PRESSURE Customer Offerings COST Needs Our Alliance Alliance Guideline Offerings IP and Market Dev. Alliance Alliance Metrics Field Engagement COMPETITIVE PRESSURE Delivery Sales Marketing Alliance Strategy Company Business Strategy 8 8
  • 9. • Common framework for Sales, Pre-sales and Delivery that includes components and individuals in a virtual organization using a common ONE Alliance governance model. Framework • Involve stake-holders from legal, commercial, sales, delivery, across horizontal services and industry verticals globally. TWO Engagement • Leverage alliances whose technology or services will complement ours Approaches across partners: • Go-to-market alliances (primarily lead-sharing) between partners
  • 10. THREE Alliance Tiers: Sorted in ascending strategic importance Tier Revenue Deals Alliance Owner Exec. Sponsorship Silver < 0.5M <2 Sales (Account Manager ) or Pre-Sales (Solution Not Required Design) Gold 0.5-2.0M 2-5 Can vary Head of Alliances Platinum 2.0+M 5+ Core Alliance team Executive Committee Member FOUR Alliance Life-Cycle Stages: Each with different activities and gating criterion Identify Define Establish Assess Improve
  • 11. FOUR Alliance Life-Cycle Stages: Each with different activities and gating criterion Identify Define Establish Assess Improve Partnering goes through an iterative and evolutionary process We get into greater level of details as we progress through the various stages • Identify : What do we do before we even • Establish : How do prepare to win our meet with a partner? first client? • Define : What do we do when we meet the • Assess : What do we do next? first time? Accelerate, Abandon or Acquire!
  • 12. I D E A KEY ACTIVITIES STAGE Awareness of gap in existing offerings - either from client, our own team orfrom directly from a potential partner Internal consensus to interest to explore idea and possible partner champions IDENTIFY Designated champion spells out key requirements of partnership, expected investments, and benefits Management approvals to explore partnerships Initial Business Case prepared Market Scan to create long-list Initial conversations with potential partners Sign NDA's with short-listed potentials High level exchange of business information and expectations Evaluation of potential partners Deliverable: Short list of 2 (max 3) partners
  • 13. I D E A KEY ACTIVITIES STAGE Term-sheet prepared to decide joint next-steps Key Contacts identified at partner side and champion Next level of discussions DEFINE Sales confirms target market, vertical, geo, and phasing if required Delivery confirms and provides resources to make this happen Review of Business Case, including possibility of alternate partner (Plan B) Deliverable: Signed Teaming /Partnership Agreement
  • 14. I D E A KEY ACTIVITIES STAGE Finalize and execute on Go To Market plan ESTABLISH Sales Enablement - Sales training, prepare collateral, presentations, target customer list, FAQ's Solutions Design/Delivery enablement - readiness to sell and deliver joint solutions Creation and review of joint pipeline (2+2+2 Model) Explore Pilot "Try and Buy" Program to existing customers Efforts to close first sale Deliverable: Contract with end-partner for first joint client
  • 15. I D E A KEY ACTIVITIES STAGE Create success story with first joint client. Re-use learning and deliverables for subsequent opportunities Explore joint marketing events to publicize the joint client ASSESS Review progress of clients and also build relationship at operational and executive sponsor level Alliance Governance Council (AGC) decides to take relationship to higher or lower level based on pre-agreed metrics Deliverable: Revised Portfolio Review of all Partners
  • 16. IDEA Checklist The M2Y2O2 Model
  • 17. Almost 100 questions to ask yourself at each stage of the IDEA life-cycle Look for the questions relevant for the current stage you are at with your partner Do not proceed to next stage until all questions relevant for current stage are reviewed. While it is good to keep a record of the responses to each, it is most important you do not miss out any question as you progress Keep coming back from time-to-time to review these questions as situations/ responses often change Can be modified to suit your industry and unique business
  • 18. A simple method to create a joint pipeline: The 2+2+2 Plan First of all, our side offers to introduce the new partner to 2 existing clients where we are well- entrenched, and the partner is not present (My 2). Next our partner takes us into 2 of his clients where I am not present (Your 2) Finally we chose 2 accounts where neither of us are present – and we take pro-active steps, invest in joint marketing to win these together (Our 2) Builds gradual trust and can scale.
  • 19. WE PARTNER WITH CLIENTS TO BUSINESS OPTIMIZE ACCELERATE TRANSFORMATION OPERATIONS INNOVATION 19
  • 20. THANK YOU www.infosysbpo.com The contents of this document are proprietary and confidential to Infosys Limited and may not be disclosed in whole or in part at any time, to any third party without the prior written consent of Infosys Limited. © 2011 Infosys Limited. All rights reserved. Copyright in the whole and any part of this document belongs to Infosys Limited. This work may not be used, sold, transferred, adapted, abridged, copied or reproduced in whole or in part, in any manner or form, or in any media, without the prior written consent of Infosys Limited.

Notes de l'éditeur

  1. This is talking about the market forces that are shaping up opportunities for Infosys
  2. We are emerging as a company with end to end capability
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