Corporate Presentation
About Us:
Global experts
in Sales Performance
Management
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	
  
VisionTo be the preferred and most trusted
consultancy in Sales Performance
Management - globally.
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:
Performance.Innovation. Whatever it takes.
Vendor agnostic
The world’s largest SPM
company with
130+ skilled
consultants
Our
global offices:
Offices in 6 countries we can come to you wherever you are, all
around the globe.
Strong client
relationships
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	
  
How we
work:
Service offerings:
EDGE (Managed Services)
Training & Testing
Implementation
Strategy
Business Intelligence
EDGE Services (managed)
Training & Testing
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!
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
Implementation
•  Full	
  service	
  implementa;on	
  and	
  deployment	
  
•  Project	
  management	
  
•  Custom	
  training	
  
•  Tes;ng	
  services	
  
•  Solu;on	
  architecture	
  
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!
Strategy & BIOur
approach:
Training &
Enablement
	
  
	
  
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	
  
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
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	
  
What
makes us
different:
Our consultants have
5+ years
experience
principals have 8+ years
experience
Value Added
We Deliver
consulting
Vendors give you a vanilla delivery…
we add the toppings that make it work
uniquely for you!
teamwork
We partner with you, it’s all about
independent
We can provide
advice
challenge
We deliver success,
whatever the
Whatever it
Takes!

OpenSymmetry Corporate Presentation

  • 1.
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  • 3.
    Global experts in SalesPerformance 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 thepreferred 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.
  • 8.
  • 9.
    The world’s largestSPM company with 130+ skilled consultants
  • 10.
    Our global offices: Offices in6 countries we can come to you wherever you are, all around the globe.
  • 11.
  • 12.
    What we cando 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.
  • 14.
    Service offerings: EDGE (ManagedServices) 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 Matureis 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.
  • 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.
  • 24.
    Our consultants have 5+years experience principals have 8+ years experience
  • 25.
    Value Added We Deliver consulting Vendorsgive you a vanilla delivery… we add the toppings that make it work uniquely for you!
  • 26.
    teamwork We partner withyou, it’s all about
  • 27.
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