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Service Provider and Pre-Sales

Key words: domain research, gap analysis, customer analysis,discovery phase, scope identification, resources planning, solution design, lineage.

Challenge

As a Service provider or IT consultancy, I often mention that a scope of work refined in Pre-Sales provokes the following problems:

  • drastic changes during Discovery / Implementation / Handover phase

  • conflicts between an existent architectural landscape and best practices of organization

Solution

The ODD Platform provides an APIarrow-up-right to gather details on existing architectural landscape and toolset available in organization, so that I have better planning and therefore better customer relations.

Scenario

  1. As a service provider, I usually engage in Pre-sales to facilitate with a potential client, estimate the scope of work, decide on the team setup and suggest solution design.

  2. My company has encountered situations when: - Client is dissatisfied with services provided and therefore not set up for a long-term cooperation. - Client has been asking for additional features leading to a scope creep and changes to time-to-market. - Enhancement/change request costs. - Potential monetary, reputational and legal losses may occur.

  3. I am sure that the above mentioned situations happen due to miscommunication or a technical proficiency level of people I am engaging with during Pre-Sales and not the quality of services I am providing.

  4. To improve my Pre-sales processes I ask my clients to integrate the ODD APIarrow-up-right with their data landscapes. This helps me gather information on: - Microservices / tools client is using, so that I set my project team right - Level of maturity / landscape complexity, so that I can propose appropriate solutions given the time and budget constraints.

Result:I can plan efficiently and suggest the solutions that are feasible to avoid miscommunication and client’s dissatisfaction.

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