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An Alliance Strategy That
              Works
Teaming Systems Integrators and Technology
                Vendors

                  Tom O’Dea
           catalyst111@yahoo.com

            Copyright 2004 Tom O’Dea © All rights restricted
Agenda
 Vision
 Multi Tiered
 Executive
  Sponsorship                          Joint Value
 Principles of                         Proposition
  Engagement                           Quantifying Success




             Copyright 2004 Tom O’Dea ©All rights restricted
Selecting a Partner
Partners
     Open new markets
     Accelerate the sales
      cycle
     Create new
      efficiencies




                Copyright 2004 Tom O’Dea ©All rights restricted
What Makes a Strong
           Alliance?
 Cultural
  Compatibility
 Shared Vision
 Willingness to
  Change
 Goals
 Active
  Management

             Copyright 2004 Tom O’Dea ©All rights restricted
The Vision Thing

“Vision is the art of
  seeing the invisible.”
             Jonathan Swift




              Copyright 2004 Tom O’Dea ©All rights restricted
Three-Tiered Alliance Strategy
                      Executive
                          •Vision
                         •Message
                       •Competency


               Industry / Region
                   •Go to Market Plan



                Account / Client
           •Joint Sales Plan Development




         Copyright 2004 Tom O’Dea ©All rights restricted
Executive (Tier I)
   Vision

   Strategy

   Product




               Copyright 2004 Tom O’Dea ©All rights restricted
Divisional (Tier II)
 Linkage of verticals
  and regions
 GTM Plan
 The Broad Vision is
  tailored to local
  market conditions




             Copyright 2004 Tom O’Dea ©All rights restricted
Account/Client (Tier III)
 Create joint account
  plans
 Joint Value
  Proposition
 Specific Measurable
  Goals




             Copyright 2004 Tom O’Dea ©All rights restricted
Three-Tiered Alliance Strategy
                     Executive
                         •Vision
                        •Message
                      •Competency


              Industry / Region
                  •Go to Market Plan



               Account / Client
          •Joint Sales Plan Development




        Copyright 2004 Tom O’Dea ©All rights restricted
Three-Tiered Alliance Strategy
       Your Firm                                             Your Partner
         Executive                                             Executive
             •Vision                                                  •Vision
            •Message                                                 •Message
          •Competency                                              •Competency

    Industry / Region                                      Industry / Region
       •Go to Market Plan                                      •Go to Market Plan


    Account / Client                                        Account / Client
  •Joint Sales Plan Development                          •Joint Sales Plan Development




                      Copyright 2004 Tom O’Dea ©All rights restricted
Executive (Tier I)
               Deliverables
   Deliverables
       Define Product
       Principles of
        Engagement
       Escalation Plan
       Executive
        Sponsorship
       Periodic Review




                 Copyright 2004 Tom O’Dea ©All rights restricted
Principles of Engagement
 We engage early in the sales cycle
 We have open and honest communication
 We are preferred partners in the selected accounts
  and market segments, meaning:
       We commit to win together or lose together
       We have a non-compete agreement
   We have a partnership agreement in place and
    execute accordingly
   There is executive sponsorship and an escalation
    process
   We invest in each other's organizations in line with
    our ambition level

                    Copyright 2004 Tom O’Dea ©All rights restricted
An Escalation Process
                                                                  Overall
                                                                 Executive
                                                                 Sponsors

                                            Initiative
                                                                         48 Hours
                                             Drivers

                   Sales Mgmnt/
                     Alliance
                                                              48 Hours
                      Execs
    Account Mgr./
     Client Svc
       Partner                          48 Hours


            Copyright 2004 Tom O’Dea ©All rights restricted
Divisional (Tier II)
               Deliverables
   Go To Market Plan
       Target
        vertical(s)/geographi
        es (Initiatives)
       Joint Value
        Proposition
       Sponsorship




                  Copyright 2004 Tom O’Dea ©All rights restricted
Account
(Tier III)
Deliverables

 Deliverables
   Joint Account Plan
   Joint Value Proposition (client specific)

   Specific Measurable Goals




             Copyright 2004 Tom O’Dea ©All rights restricted
Structuring the Joint Value
       Proposition
                                             1. Client/Buyer
                                                   •bigger solution
                                                   •Faster ROI

Joint Value                                  2. SI Consultant
Proposition                                        •Net new bookings
                                                   •Impartiality

                                             3. IT Sales Team
                                                   •Accelerated sales cycle
                                                   •Better hit rate
                                                   •Control

              Copyright 2004 Tom O’Dea ©All rights restricted
Measuring Success
   Sales/business
    development heads
   Sales support heads
   Overall & dedicated
    implementation
    experts
   Bookings & Revenue
   Pipeline
   Reference accounts



             Copyright 2004 Tom O’Dea ©All rights restricted
What Works
 3 Tiered Strategy
 Principles rather than
  Personalities
 Executive Sponsorship
 Joint Value Proposition
 Active Alliance
  Management
 Quantifiable Targets
 Regular Review




               Copyright 2004 Tom O’Dea ©All rights restricted
Questions?


      Tom O’Dea
catalyst111@yahoo.com




            Copyright 2004 Tom O’Dea ©All rights restricted

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An Alliance Strategy That Works

  • 1. An Alliance Strategy That Works Teaming Systems Integrators and Technology Vendors Tom O’Dea catalyst111@yahoo.com Copyright 2004 Tom O’Dea © All rights restricted
  • 2. Agenda  Vision  Multi Tiered  Executive Sponsorship  Joint Value  Principles of Proposition Engagement  Quantifying Success Copyright 2004 Tom O’Dea ©All rights restricted
  • 3. Selecting a Partner Partners  Open new markets  Accelerate the sales cycle  Create new efficiencies Copyright 2004 Tom O’Dea ©All rights restricted
  • 4. What Makes a Strong Alliance?  Cultural Compatibility  Shared Vision  Willingness to Change  Goals  Active Management Copyright 2004 Tom O’Dea ©All rights restricted
  • 5. The Vision Thing “Vision is the art of seeing the invisible.” Jonathan Swift Copyright 2004 Tom O’Dea ©All rights restricted
  • 6. Three-Tiered Alliance Strategy Executive •Vision •Message •Competency Industry / Region •Go to Market Plan Account / Client •Joint Sales Plan Development Copyright 2004 Tom O’Dea ©All rights restricted
  • 7. Executive (Tier I)  Vision  Strategy  Product Copyright 2004 Tom O’Dea ©All rights restricted
  • 8. Divisional (Tier II)  Linkage of verticals and regions  GTM Plan  The Broad Vision is tailored to local market conditions Copyright 2004 Tom O’Dea ©All rights restricted
  • 9. Account/Client (Tier III)  Create joint account plans  Joint Value Proposition  Specific Measurable Goals Copyright 2004 Tom O’Dea ©All rights restricted
  • 10. Three-Tiered Alliance Strategy Executive •Vision •Message •Competency Industry / Region •Go to Market Plan Account / Client •Joint Sales Plan Development Copyright 2004 Tom O’Dea ©All rights restricted
  • 11. Three-Tiered Alliance Strategy Your Firm Your Partner Executive Executive •Vision •Vision •Message •Message •Competency •Competency Industry / Region Industry / Region •Go to Market Plan •Go to Market Plan Account / Client Account / Client •Joint Sales Plan Development •Joint Sales Plan Development Copyright 2004 Tom O’Dea ©All rights restricted
  • 12. Executive (Tier I) Deliverables  Deliverables  Define Product  Principles of Engagement  Escalation Plan  Executive Sponsorship  Periodic Review Copyright 2004 Tom O’Dea ©All rights restricted
  • 13. Principles of Engagement  We engage early in the sales cycle  We have open and honest communication  We are preferred partners in the selected accounts and market segments, meaning:  We commit to win together or lose together  We have a non-compete agreement  We have a partnership agreement in place and execute accordingly  There is executive sponsorship and an escalation process  We invest in each other's organizations in line with our ambition level Copyright 2004 Tom O’Dea ©All rights restricted
  • 14. An Escalation Process Overall Executive Sponsors Initiative 48 Hours Drivers Sales Mgmnt/ Alliance 48 Hours Execs Account Mgr./ Client Svc Partner 48 Hours Copyright 2004 Tom O’Dea ©All rights restricted
  • 15. Divisional (Tier II) Deliverables  Go To Market Plan  Target vertical(s)/geographi es (Initiatives)  Joint Value Proposition  Sponsorship Copyright 2004 Tom O’Dea ©All rights restricted
  • 16. Account (Tier III) Deliverables  Deliverables  Joint Account Plan  Joint Value Proposition (client specific)  Specific Measurable Goals Copyright 2004 Tom O’Dea ©All rights restricted
  • 17. Structuring the Joint Value Proposition 1. Client/Buyer •bigger solution •Faster ROI Joint Value 2. SI Consultant Proposition •Net new bookings •Impartiality 3. IT Sales Team •Accelerated sales cycle •Better hit rate •Control Copyright 2004 Tom O’Dea ©All rights restricted
  • 18. Measuring Success  Sales/business development heads  Sales support heads  Overall & dedicated implementation experts  Bookings & Revenue  Pipeline  Reference accounts Copyright 2004 Tom O’Dea ©All rights restricted
  • 19. What Works  3 Tiered Strategy  Principles rather than Personalities  Executive Sponsorship  Joint Value Proposition  Active Alliance Management  Quantifiable Targets  Regular Review Copyright 2004 Tom O’Dea ©All rights restricted
  • 20. Questions? Tom O’Dea catalyst111@yahoo.com Copyright 2004 Tom O’Dea ©All rights restricted