Optymyze offers well-designed sales performance management software and professional services with decades of experience implementing technologies and business processes. It follows an agile methodology for projects, allowing flexibility to adapt to changing priorities. The agile approach provides early delivery of value, rapid implementations to reduce costs, and strong adherence to budgets and schedules. Optymyze professionals help customers streamline sales processes, customize solutions for their industry, and ensure user adoption and productivity.

1. www.optymyze.com Copyright ©2015 Optymyze. All rights reserved.
Optymyze Implementation and
Consulting Methodology
Success in technology projects for large enterprise organizations is not just about using well-designed technology
products. It is equally important to have people with strong expertise in implementing technology, designing the right
business processes, and ensuring the productivity of the end users.
Optymyze leverages more than two decades of experience to offer a well-designed, easy-to-use technology, and a team
of professionals with extensive industry and implementation experience.
With Optymyze, you can streamline processes across the sales and sales operations spectrum like lead and opportunity
management, sales compensation, territory and quota management, as well as sales force and sales operations analytics.
Approach
Optymyze follows agile methodology to offer its customers increased business value as well as adaptability. Optymyze
Professional Services provides customers an engagement approach that has been tested and fine-tuned over hundreds
of implementations.
The agile methodology gives us the freedom to work effectively to deliver results for fast-moving markets. There is no
need to fix scope, budget, timelines, etc. at the beginning of the project, or worry about a change in focus or priority
in the middle of the development cycle. An agile development process works through iterations to accomplish timely
milestones and deliver consistent quality.
An iteration begins with a certain set of updated requirements that are defined, coded, tested, and delivered at the end.
The project is delivered in increments and it moves towards the final delivery with each step. As the process allows us to
modify or update requirements at the beginning of each iteration, any shift in priority or focus can easily be implemented
or planned for in the next iteration. This way, there is no need to wait until the final project delivery to integrate current
market needs. The iterative process also eliminates the need to go through modification or re-implementation, which
adds to both expense and time.
Agile methodology focuses on:
People,
not just
processes
Encouraging
customer
involvement
Embracing, and
not resisting,
change
Offering visibility
across the
delivery process
Offering quality
and value from
the beginning
The key benefits of this approach for clients include:
PROCESS ADVANTAGES
• Flexibility to handle changing priorities at all times
• Feedback loops and iterative check-ins ensure accuracy
• Business priorities can be changed anytime as per requirement
• Greater visibility into the engagement process for
business owners
COST AND TIME ADVANTAGES
• Rapid implementation, reducing costs
• Errors caught and corrected before they become costly
• Strong adherence to budget and schedules

2. www.optymyze.com Copyright ©2015 Optymyze. All rights reserved.
Optymyze Professional Services
The implementation of the Optymyze platform is carried out by our project managers that are well-trained in
all aspects of our SPM software solutions. They are proficient in successfully implementing everything from our
market leading Sales Comp Cloud product to Optymyze Sales Analytics Platform as well as our Platform as a Service
offering – Optymyze Sales Application Studio.
1. Implementation by a qualified team of experts:
Optymyze Professional Services provides customers
a proven engagement approach based on over
two decades of experience. Our experts have the
necessary knowledge and the experience required
for implementing all SPM business processes across
industries. They can help your organization with
many things:
a. Streamline and automate sales processes: Our
team can eliminate old and ineffective processes and
replace them with automated ones built on sound
business logic, adjusted according to current market
conditions.
b. Customize solutions for your industry and
organization: We understand that one shoe does
not fit all, which is why our platform is built around
principles of flexibility. Our experts carry rich industry
experience and are therefore able to understand
your requirements and challenges quickly. An insider
perspective allows them to tailor solutions, processes
and applications according to your requirements.
c. Drive user adoption and productivity: It is crucial to
get the business users up to speed with the software
as efficiently and quickly as possible. Optymyze
Professional Services team works with business users
from the beginning to help them understand and
become productive with the solution.
2. Enterprise-class quality: We understand that
success is about delivering a high quality solution
to your business problem and we are committed
to doing this in every engagement. That is why as
part of every engagement we have an array of ways
to ensure the highest level of quality is maintained.
Some of these include:
a. Continuous feedback: This is a core principle of any
engagement. We set up a process to collect continuous
feedback so that you are consistently in the loop at all
stages. It allows the professional team to execute any
adjustment requests as and when they arise.
b. Flexible priorities: We understand that market
conditions can shift quickly. Therefore, as the
engagement progresses, the project team will work
with you to consistently to assess and readjust
priorities as needed.
c. Provide complete change control capabilities: We
will assess any changes made as the engagement
progresses, such as changes to data inputs or sales
compensation plan designs, so that customers
understand the implications of these changes on
timing and overall deliverables. We will also ensure
that as changes occur during an engagement that
they are well documented so you can audit them at a
future date, if required.
d. Industry best practice documentation: SSAE16
(formerly SAS70) standardized procedures and
documentation are applied to every engagement we
have with our clients.
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info@optymyze.com +1 610-497-6381 x7900
About Optymyze
Optymyze helps companies improve sales force and sales operations performance with enterprise cloud applications and business process management
services for aligning sales goals and compensation; efficiently executing sales strategies; driving faster increases in sales results; and gaining visibility into
sales performance.