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Creating & Maintaining an Effective Business Partnership in
the Information Technology Industry
  Engagement Management Thought Plan prepared for an
  IBM Business Partner’s Route to Market Program

  By : Teresita A Krueger
  13 June 2011
How to drive success – at the 1,000 ft Level
Goal: Develop the relationships with key decision makers so that technology
   providers will identify and bring your capabilities into all go-to-market executions
   and credibly compete for major procurements
How to proceed:
ü  Establish the BR (business relationship) strategy, based on your experiential knowledge
    of key initiatives (e.g.storage, virtualization, servers, software development, IT
    consulting)
ü  Leverage the local / global sales teams
ü  Educate your technology partner’s firm, sales teams / client executives so they are
    comfortable with the subject matter expertise from the integrator
ü  Develop call / engagement plan with the all account sales teams (may include events
    and customer visits)
ü  Use global collateral – translated to interests of technology partners, where necessary
ü  Include your own solution and services related content in websites and link backs
ü  Track, measure appropriately in a Business Partner Relationship Mgmt System
Remember, the value proposition as the relationship expert = identify the unique problem to
                   be solved to generated leads and ultimately revenue.
2
                                         Confidential
Action Driven Plan as a Process
The elements of a successful relationship management system



                                                                                          Out Reach
                                                                 Align                    &
                                                                •  Identify special set   Renew
                                                                   of connections,        •  Programmatic &
                                         Define                    events, meetings          Managed plan
                                         •  Put your “currency”    for Subject Matter        Continuous
                                                                   Experts                   conveyor of
                                            into action with
                                            upcoming client     •  Increase match            credibility
                    Target                  deals, client          between market
                                            executive briefings    opportunity & Biz
                    •  Establish                                   Prtners market
                       “constituencies”  •  Couple other
                                                                   focus.
                                            partner initiatives
                    •  Create critical                          •  Leverage the Exec
                       need of offerings                           partners
   Focus               to current
   •  Direct link of solutions
                       portfolio
      relationship &
      “hard revenue
      goals”
Timeline overlay with Process
   Putting that plan into deliverables




                                                                                                 Progressing
             First 30 to                                 60 to 90
                                                                                                 beyond 120
              60 days                                     days
                                                                                                    days
•  Partner Team                            •  Consistent and                          •  Readiness and
   Profiled                                   Relevant                                   Enablement
• Manage Partner team as a portfolio
• What do I want to achieve?
                                              Communication                           • Engaged at the right level
                                                                                      • Communications and reviews
                                           • Mutual commitments – agreed upon
• Gather intelligence– perception survey                                              • Value add, growth oriented, proactive
                                             action plans, milestones documented
• Where are the gaps
                                             •Desire for growth in relationship
• Define ideal relationship                  (driven by customer demand)
                                           • Close gaps
                                           • Identify added partner ecosystem value
                                             proposition
Looking Ahead

•    When is the next milestone?
     o    Tied to quarterly sales, Gross Profit, new
          and extended sales - lead generation
•    What are the expected deliverables?
     o    Measured against increased market
          penetration, % of revenue attainment
•    Known risks and issues
     o    What is the investment timeline for these
          issues?
•    What are the immediate next steps?
Appendix

•    IBM Sales, Marketing & Communications
•    Supplemental documents – Resources, My Scorecard
•    Contact information
Teresita is an Information Technology Specialist and accomplished Program Manager experienced in Public
Sector industries. Teresita has spend over 15 years, in the IBM Corporation influencing line of business
executives by providing insights to optimal utilization of emerging technologies along with business and
social implications.
     She is now with www.invivovision.com - an entrepreneurial world class think- tank of women and minority
     scientists, engineers and educators 8A certified, and Tier 2 SW Reseller IBM Business Partner
Sales, Marketing and Communications
  example: IBM
  •    At IBM’s core is a set of marketing materials        •          IBM’s Route-to-Market Strategy is
       and sales tools designed to support phases of                   encapsulated in message creation:: the
       their SSM – Signature Selling Method                            foundation for marketing execution and
                                                                       sales enablement, articulated in a standard
                                                                       plan, that is industry specific and used for
                                                                       partner evaluation
                                                                              Top Critical Success
                                                                              Factors
                                                             Industry         Value Creation                   Communications
                                                                                                                                                     Pipeline
                                                             Point of View    •    Solution Design             •    Demand Generation
                                                                                                                                                     development and
                                                             and Ramp-up      •    Architecture Framework            •    Lead Generation            management
                                                             definitions      •    Demo                        •  Thought Leadership
                                                                                                                     •    Influencer/Analyst
                                                                                                                     •    Whitepapers                Customer facing
                                                                                                               •  Assets & Collateral                materials,
                                                                                                                                                     mapped to the
                                                                                                                     •    Presentations, case        SSM process
                                                                                                                          studies, flash demos
                                                                                                               •  Education
                                                                                                                     •    Awareness
                                                                                                                            •    Internal/external

                                                             Sales
                                                             enablement and   Channel Enablement
                                                             internal &       •    Cross Selling, Up selling
                                                             external
                                                             communications




                                                                  11
Ref: ftp://public.dhe.ibm.com/software/partners/pdf/SignatureSalesOverview.pdf
http://www.som.cranfield.ac.uk/som/dinamic-content/media/Yvonne/IBM%20Route%20to%20Market%20Strategy.pdf
Dependencies and Resources
   Know what resources you can exploit, be sensitive to dependencies & politics

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Engaging Bizpartnership

  • 1. Creating & Maintaining an Effective Business Partnership in the Information Technology Industry Engagement Management Thought Plan prepared for an IBM Business Partner’s Route to Market Program By : Teresita A Krueger 13 June 2011
  • 2. How to drive success – at the 1,000 ft Level Goal: Develop the relationships with key decision makers so that technology providers will identify and bring your capabilities into all go-to-market executions and credibly compete for major procurements How to proceed: ü  Establish the BR (business relationship) strategy, based on your experiential knowledge of key initiatives (e.g.storage, virtualization, servers, software development, IT consulting) ü  Leverage the local / global sales teams ü  Educate your technology partner’s firm, sales teams / client executives so they are comfortable with the subject matter expertise from the integrator ü  Develop call / engagement plan with the all account sales teams (may include events and customer visits) ü  Use global collateral – translated to interests of technology partners, where necessary ü  Include your own solution and services related content in websites and link backs ü  Track, measure appropriately in a Business Partner Relationship Mgmt System Remember, the value proposition as the relationship expert = identify the unique problem to be solved to generated leads and ultimately revenue. 2 Confidential
  • 3. Action Driven Plan as a Process The elements of a successful relationship management system Out Reach Align & •  Identify special set Renew of connections, •  Programmatic & Define events, meetings Managed plan •  Put your “currency” for Subject Matter Continuous Experts conveyor of into action with upcoming client •  Increase match credibility Target deals, client between market executive briefings opportunity & Biz •  Establish Prtners market “constituencies” •  Couple other focus. partner initiatives •  Create critical •  Leverage the Exec need of offerings partners Focus to current •  Direct link of solutions portfolio relationship & “hard revenue goals”
  • 4. Timeline overlay with Process Putting that plan into deliverables Progressing First 30 to 60 to 90 beyond 120 60 days days days •  Partner Team •  Consistent and •  Readiness and Profiled Relevant Enablement • Manage Partner team as a portfolio • What do I want to achieve? Communication • Engaged at the right level • Communications and reviews • Mutual commitments – agreed upon • Gather intelligence– perception survey • Value add, growth oriented, proactive action plans, milestones documented • Where are the gaps •Desire for growth in relationship • Define ideal relationship (driven by customer demand) • Close gaps • Identify added partner ecosystem value proposition
  • 5. Looking Ahead •  When is the next milestone? o  Tied to quarterly sales, Gross Profit, new and extended sales - lead generation •  What are the expected deliverables? o  Measured against increased market penetration, % of revenue attainment •  Known risks and issues o  What is the investment timeline for these issues? •  What are the immediate next steps?
  • 6. Appendix •  IBM Sales, Marketing & Communications •  Supplemental documents – Resources, My Scorecard •  Contact information Teresita is an Information Technology Specialist and accomplished Program Manager experienced in Public Sector industries. Teresita has spend over 15 years, in the IBM Corporation influencing line of business executives by providing insights to optimal utilization of emerging technologies along with business and social implications. She is now with www.invivovision.com - an entrepreneurial world class think- tank of women and minority scientists, engineers and educators 8A certified, and Tier 2 SW Reseller IBM Business Partner
  • 7. Sales, Marketing and Communications example: IBM •  At IBM’s core is a set of marketing materials •  IBM’s Route-to-Market Strategy is and sales tools designed to support phases of encapsulated in message creation:: the their SSM – Signature Selling Method foundation for marketing execution and sales enablement, articulated in a standard plan, that is industry specific and used for partner evaluation Top Critical Success Factors Industry Value Creation Communications Pipeline Point of View •  Solution Design •  Demand Generation development and and Ramp-up •  Architecture Framework •  Lead Generation management definitions •  Demo •  Thought Leadership •  Influencer/Analyst •  Whitepapers Customer facing •  Assets & Collateral materials, mapped to the •  Presentations, case SSM process studies, flash demos •  Education •  Awareness •  Internal/external Sales enablement and Channel Enablement internal & •  Cross Selling, Up selling external communications 11 Ref: ftp://public.dhe.ibm.com/software/partners/pdf/SignatureSalesOverview.pdf http://www.som.cranfield.ac.uk/som/dinamic-content/media/Yvonne/IBM%20Route%20to%20Market%20Strategy.pdf
  • 8. Dependencies and Resources Know what resources you can exploit, be sensitive to dependencies & politics