SlideShare uma empresa Scribd logo
1 de 17
Baixar para ler offline
Helping build better businesses
Large Technology Organisation
introductory session,
23 February 2016
London
Presented by Tony Shepherd
Managing Partner
Christian Doppler Consulting Limited
Helping build better businesses
Agenda:
• Introductions
• Key objectives for the session
• Background
– Review of the Current Situation
– Key Challenges
– Your Key Performance Indicators
• Our Approach for Success Strategy
• Next Steps
• Summary
• Close
2
Helping build better businesses
Key objectives for this session
Key objectives for this session are:-
– 1. Mutual introductions
– 2. Gain a deeper understanding of the current situation
– 3. Introduce the CDC Client Value methodology
– 4. Agree next steps
– 5. Summary
– 6. Call to action
3
Helping build better businesses
Organisation Background
Founded in 1985 remaining privately held
Providing services for a wide range of clients across diverse sectors
Your mission is to maximize the value customers obtain from their investment in IT,
and your ability to do this is based on five key attributes:
Experience
Your teams are experienced and qualified IT professionals with many years
experience in providing ICT solutions
Track Record
You have successfully delivered IT projects, solutions and effective support for a
wide range of customers
Vendor Accreditations
You are accredited by main vendors including Microsoft, HP, VMware, Cisco, Citrix,
Check Point and Symantec
Quality
Company is an ISO 9001 registered organisation with Lloyds Register Quality
Assurance
Account Management
Every customer is assigned a dedicated account manager, responsible for the
overall relationship with the customer
Helping build better businesses
Focusing on the process the client goes
through, rather than on a 'sales process'.
➢Identify possible opportunities
➢Test “sweet spots” between client need and
Company capabilities
➢Build urgency “Pain and Gain”
➢Identify and rank decision criteria
➢Identify where Company offer perceived vs
alternatives
➢Define strategy to position Company
against the decision criteria
➢Building trusted relationships
➢Uncover Personal and Business risks
➢Develop strategies to mitigate them
➢Managing competitive threats
➢Appropriate engagement with Management
➢Avoid becoming too focused on winning
concessions, failing to spot opportunities to
create value for both parties.
➢Anticipate potential implementation issues
➢Looking to identify new opportunities
Key elements to focus on
24
Our Approach
Helping build better businesses
Awareness of
Needs
08/PPT/590/1002
Decision
Creating winning
propositions: How do we
align to the key buying criteria?
Guide to the Client Buying Cycle phases
Something has changed, e.g. legislation, technology, management. What
is the impact on what we deliver. Savings, cost reduction, efficiency gains,
protection, strategic market positioning etc.
What options does the client have? Do nothing maintain the status quo,
consult with us, consult with our competitors. Do we know what ranking
criteria is being used?
Assessment of
Alternatives
Alleviation of
Risk
Achievement of
Results
What are the risks of the alternatives? How can we help the client mitigate
them and work with us?
The decision is made and the contract awarded
Our mechanism for measuring the delivery/implementation of what we
promised during the Assessment of Needs phase. Did we deliver against our
promises and how can we measure that? What is the next opportunity?
25
Our Approach
Helping build better businesses
Gathering our information - Market Analysis
• PESTEL Analysis - a framework used
to scan an organisation's external
macro environment.
– Political current or future
legislation, regulatory concerns
– Economic home economy trends,
market or trade cycles
– Socio-cultural lifestyle trends,
demographics
– Technological technology research
funding, maturity of technology
– Environmental environmental
regulations or laws
– Legal employment regulations,
intellectual property issues
• SWOT Analysis or Matrix - a structured
planning method used to evaluate the strengths,
weaknesses, opportunities and threats involved
in a project, strategy or in a business venture.
8
Our Approach
Helping build better businesses
Key/ target account development at a glance
Gathering our
information
• Situation Summary – what we know
• Account Business value statement – the
value we will bring
• Resource Decisions – our team
• Account Objectives – our targets
and timescales
• Revenue Forecast – how much and by when
• Product/Service Forecast – what service lines in
which locations
08/PPT/590/1002
Your account’s
views
Account
background
& history
Account
current
information
Your
internal
knowledge
Market
intelligence &
data
▪Account SWOT analysis
▪Overall market trends and influences on the target
▪Key players , their ways of decision making and their priorities
▪Internal relationship map - how the key players influence or
persuade each other
▪Current service providers and our relative perceived position
Create a story
about the
account
Our strategy to
win the
account
Our plan of
action
Key events &
milestones: who does
what, by when and how?
Countering the
competition: how will we
position ourselves to maximise
our strengths?
Building relationships:
how will we gain the trust &
confidence of key people?
Creating winning
propositions: How do we
align to the key buying criteria?
5
Our Approach
Helping build better businesses
Identifying potential Pain and Gain questions
• Some generic example questions to use to engage the client are:
– How have these issues impacted your business?
– What are the critical success factors you expect from the service?
– What is most important to you for this project?
– What other impacts might this problem have on your business?
– What do you see as the benefits in solving the problem?
– For you personally what’s most important?
• Trusted Advisors ask tough question
• While Clients make buying decisions based on needs
• But, Clients also make decisions emotionally and back them up with
logic to justify their decisions
• So, we need to build urgency and trust with the Client to work with us
15
Our Approach
Helping build better businesses
Focus on the Keys:
• The key market knowledge (these
are the things that keep the target client
awake at night):
– 1. Key market drivers e.g.
Innovation, stability, change, monopoly
– 2. Key market indicators e.g.
Size, locations, mix of players
– 3. Key market trends e.g.
Growing, mature, contracting, stagnant
– 4. Key market players e.g. Who
are the main competitors/ innovators in
the target client’s market?
– 5. Key market shares e.g. Who
is growing, slowing, changing and by
how much?
• The key target knowledge (know your client
and be able to offer insight & value):
• Key facts: e.g. Name(s), locations, people,
contact details and addresses
• Key products and services: e.g. By location or
service segment, market share, trends by
service/ product line
• Key themes: e.g. Vision, values, purpose,
strategic goals
• Key differentiators: e.g. By product/ service
line, by people, by locations
• Key background: e.g. Current and previous
contracts by service line, value of those contracts
and duration expired/ remaining,
• Key people: decision makers, influencers
technical and allies, as well as blockers and
enemies
• Key character: e.g. Culture, decision making
process and degree of centralisation/
federalisation
16
Our Approach
Helping build better businesses
Why are key/ target accounts so important?
Our risk of removal by key account in favor of another supplier
Risk/ value we represent to the key account
High
High Low
Low
Easy to
change
provider
(low cost and
risks associated
with provider
extraction)
Complex to
change
provider
(high cost and
risks associated
with provider
extraction)
17
Our Approach
Helping build better businesses
Where are most of your clients? In the red, yellow or green zones?
18
Helping build better businesses
Price and the cost myth
Price is misunderstood by selling organisations, often to the benefit
of the client.
• What is ‘price’?
• How would you define it?
• Consider some examples of fair and unfair pricing, within and outside
of the IT Infrastructure, Storage and Services sector
19
Helping build better businesses
Key objectives for this session
Key objectives for this session are:-
– 1. Mutual introduction s
– 2. Gain a deeper understanding of the Company current situation
– 3. Introduce the CDC Creating Client Value methodology
– 4. Agree next steps
– 5. Summary, call to action
3
Helping build better businesses
Help and Support
Christian Doppler Consulting Limited
Tony Shepherd
Weybridge
Managing Partner
tony.shepherd@christiandopplerconsulting.com
Tel: +44(0) 7592 542 603
Office: +44 (0) 208 123 2466
21
Helping build better businesses
Thank you!
Any Questions?
22
Helping build better businesses
Back Up Information
23

Mais conteúdo relacionado

Mais procurados

Preparing For Financial Due Diligence
Preparing For Financial Due DiligencePreparing For Financial Due Diligence
Preparing For Financial Due Diligence
mgonnerman
 
BergTec Associates Corp Deck April 2015 DBDB
BergTec Associates Corp Deck April 2015 DBDBBergTec Associates Corp Deck April 2015 DBDB
BergTec Associates Corp Deck April 2015 DBDB
Dave Berg
 
TBF 366 - OTS Brochure v33_LR
TBF 366 - OTS Brochure v33_LRTBF 366 - OTS Brochure v33_LR
TBF 366 - OTS Brochure v33_LR
Max Habeck
 

Mais procurados (19)

Microfinance Investment: Due Diligence for Financial and Social Return
Microfinance Investment: Due Diligence for Financial and Social ReturnMicrofinance Investment: Due Diligence for Financial and Social Return
Microfinance Investment: Due Diligence for Financial and Social Return
 
Ten Slides in Ten Minutes - From Parking Lot to Proposal Win
Ten Slides in Ten Minutes - From Parking Lot to Proposal WinTen Slides in Ten Minutes - From Parking Lot to Proposal Win
Ten Slides in Ten Minutes - From Parking Lot to Proposal Win
 
Preparing For Financial Due Diligence
Preparing For Financial Due DiligencePreparing For Financial Due Diligence
Preparing For Financial Due Diligence
 
Interpretation of regulatory rules and guidance for an international investme...
Interpretation of regulatory rules and guidance for an international investme...Interpretation of regulatory rules and guidance for an international investme...
Interpretation of regulatory rules and guidance for an international investme...
 
Reducing regulatory capital by instigating risk management system and operati...
Reducing regulatory capital by instigating risk management system and operati...Reducing regulatory capital by instigating risk management system and operati...
Reducing regulatory capital by instigating risk management system and operati...
 
Sell-side M&A - Smart Moves and Deal-Killers
Sell-side M&A - Smart Moves and Deal-Killers Sell-side M&A - Smart Moves and Deal-Killers
Sell-side M&A - Smart Moves and Deal-Killers
 
EY Valuation & Business Modelling - Luxembourg office
EY Valuation & Business Modelling - Luxembourg officeEY Valuation & Business Modelling - Luxembourg office
EY Valuation & Business Modelling - Luxembourg office
 
Operational due diligence
Operational due diligenceOperational due diligence
Operational due diligence
 
BergTec Associates Corp Deck April 2015 DBDB
BergTec Associates Corp Deck April 2015 DBDBBergTec Associates Corp Deck April 2015 DBDB
BergTec Associates Corp Deck April 2015 DBDB
 
Electronic Data Room's presented by Gil Hidas, Kesem Health
Electronic Data Room's presented by Gil Hidas, Kesem HealthElectronic Data Room's presented by Gil Hidas, Kesem Health
Electronic Data Room's presented by Gil Hidas, Kesem Health
 
Bbm EDP
Bbm EDPBbm EDP
Bbm EDP
 
Operational risk and risk management across multi-jurisdictions for internati...
Operational risk and risk management across multi-jurisdictions for internati...Operational risk and risk management across multi-jurisdictions for internati...
Operational risk and risk management across multi-jurisdictions for internati...
 
MPR's MedTech's Got Talent accelerator workshop slides, hosted by Simone Quinn
MPR's MedTech's Got Talent accelerator workshop slides, hosted by Simone Quinn MPR's MedTech's Got Talent accelerator workshop slides, hosted by Simone Quinn
MPR's MedTech's Got Talent accelerator workshop slides, hosted by Simone Quinn
 
Poem Framework Due Diligence
Poem Framework Due Diligence Poem Framework Due Diligence
Poem Framework Due Diligence
 
CleverAdvice company profile
CleverAdvice company profileCleverAdvice company profile
CleverAdvice company profile
 
TBF 366 - OTS Brochure v33_LR
TBF 366 - OTS Brochure v33_LRTBF 366 - OTS Brochure v33_LR
TBF 366 - OTS Brochure v33_LR
 
Innogress bdas capabilities pr
Innogress bdas capabilities prInnogress bdas capabilities pr
Innogress bdas capabilities pr
 
ACQUIRING AN ESTABLISHED VENTURE
ACQUIRING AN ESTABLISHED VENTUREACQUIRING AN ESTABLISHED VENTURE
ACQUIRING AN ESTABLISHED VENTURE
 
HOW TO BUILD SUCCESSFUL BUSINESS
HOW TO BUILD SUCCESSFUL BUSINESSHOW TO BUILD SUCCESSFUL BUSINESS
HOW TO BUILD SUCCESSFUL BUSINESS
 

Semelhante a Target Account Planning session

I UNIT.pptx sales and distribution management
I UNIT.pptx sales and distribution managementI UNIT.pptx sales and distribution management
I UNIT.pptx sales and distribution management
19UBCA020HARIHARANK
 
BRP Private Equity Brochure
BRP Private Equity BrochureBRP Private Equity Brochure
BRP Private Equity Brochure
Tory Ramaker
 
TSCG Brochure Mar 2015
TSCG Brochure Mar 2015TSCG Brochure Mar 2015
TSCG Brochure Mar 2015
thetop10
 
Bmc Guide On Business Planning
Bmc Guide On Business PlanningBmc Guide On Business Planning
Bmc Guide On Business Planning
Justin Barnes
 

Semelhante a Target Account Planning session (20)

Hoe maak je een ondernemersplan?
Hoe maak je een ondernemersplan? Hoe maak je een ondernemersplan?
Hoe maak je een ondernemersplan?
 
Driving Key Account Growth: Planning and Execution to Access the White Space
Driving Key Account Growth: Planning and Execution to Access the White SpaceDriving Key Account Growth: Planning and Execution to Access the White Space
Driving Key Account Growth: Planning and Execution to Access the White Space
 
IntroV&A.PPT
IntroV&A.PPTIntroV&A.PPT
IntroV&A.PPT
 
Venture Fast Track - Pitching the Plan
Venture Fast Track - Pitching the PlanVenture Fast Track - Pitching the Plan
Venture Fast Track - Pitching the Plan
 
Creating an effective business plan
Creating an effective business planCreating an effective business plan
Creating an effective business plan
 
Strategic Management part_01_03
Strategic Management part_01_03Strategic Management part_01_03
Strategic Management part_01_03
 
Life Science Fast Track - Pitching the Plan
Life Science Fast Track - Pitching the PlanLife Science Fast Track - Pitching the Plan
Life Science Fast Track - Pitching the Plan
 
Strategic Planning for Financial Services
Strategic Planning for Financial ServicesStrategic Planning for Financial Services
Strategic Planning for Financial Services
 
I UNIT.pptx sales and distribution management
I UNIT.pptx sales and distribution managementI UNIT.pptx sales and distribution management
I UNIT.pptx sales and distribution management
 
BRP Private Equity Brochure
BRP Private Equity BrochureBRP Private Equity Brochure
BRP Private Equity Brochure
 
Developing Your Business Plan
Developing Your Business PlanDeveloping Your Business Plan
Developing Your Business Plan
 
Selling Solutions Using a Compelling Value Proposition
Selling Solutions Using a Compelling Value PropositionSelling Solutions Using a Compelling Value Proposition
Selling Solutions Using a Compelling Value Proposition
 
Pitching the Plan (Venture Fast Track preparation)
Pitching the Plan (Venture Fast Track preparation)Pitching the Plan (Venture Fast Track preparation)
Pitching the Plan (Venture Fast Track preparation)
 
PSTRIDE SOLUTIONS
PSTRIDE SOLUTIONSPSTRIDE SOLUTIONS
PSTRIDE SOLUTIONS
 
PSTRIDE SOLUTIONS OFFERING
PSTRIDE SOLUTIONS OFFERINGPSTRIDE SOLUTIONS OFFERING
PSTRIDE SOLUTIONS OFFERING
 
test
testtest
test
 
161214 SI2 ON-Demand
161214 SI2 ON-Demand161214 SI2 ON-Demand
161214 SI2 ON-Demand
 
TSCG Brochure Mar 2015
TSCG Brochure Mar 2015TSCG Brochure Mar 2015
TSCG Brochure Mar 2015
 
Bmc Guide On Business Planning
Bmc Guide On Business PlanningBmc Guide On Business Planning
Bmc Guide On Business Planning
 
Organizing an Acquisition
Organizing an Acquisition Organizing an Acquisition
Organizing an Acquisition
 

Target Account Planning session

  • 1. Helping build better businesses Large Technology Organisation introductory session, 23 February 2016 London Presented by Tony Shepherd Managing Partner Christian Doppler Consulting Limited
  • 2. Helping build better businesses Agenda: • Introductions • Key objectives for the session • Background – Review of the Current Situation – Key Challenges – Your Key Performance Indicators • Our Approach for Success Strategy • Next Steps • Summary • Close 2
  • 3. Helping build better businesses Key objectives for this session Key objectives for this session are:- – 1. Mutual introductions – 2. Gain a deeper understanding of the current situation – 3. Introduce the CDC Client Value methodology – 4. Agree next steps – 5. Summary – 6. Call to action 3
  • 4. Helping build better businesses Organisation Background Founded in 1985 remaining privately held Providing services for a wide range of clients across diverse sectors Your mission is to maximize the value customers obtain from their investment in IT, and your ability to do this is based on five key attributes: Experience Your teams are experienced and qualified IT professionals with many years experience in providing ICT solutions Track Record You have successfully delivered IT projects, solutions and effective support for a wide range of customers Vendor Accreditations You are accredited by main vendors including Microsoft, HP, VMware, Cisco, Citrix, Check Point and Symantec Quality Company is an ISO 9001 registered organisation with Lloyds Register Quality Assurance Account Management Every customer is assigned a dedicated account manager, responsible for the overall relationship with the customer
  • 5. Helping build better businesses Focusing on the process the client goes through, rather than on a 'sales process'. ➢Identify possible opportunities ➢Test “sweet spots” between client need and Company capabilities ➢Build urgency “Pain and Gain” ➢Identify and rank decision criteria ➢Identify where Company offer perceived vs alternatives ➢Define strategy to position Company against the decision criteria ➢Building trusted relationships ➢Uncover Personal and Business risks ➢Develop strategies to mitigate them ➢Managing competitive threats ➢Appropriate engagement with Management ➢Avoid becoming too focused on winning concessions, failing to spot opportunities to create value for both parties. ➢Anticipate potential implementation issues ➢Looking to identify new opportunities Key elements to focus on 24 Our Approach
  • 6. Helping build better businesses Awareness of Needs 08/PPT/590/1002 Decision Creating winning propositions: How do we align to the key buying criteria? Guide to the Client Buying Cycle phases Something has changed, e.g. legislation, technology, management. What is the impact on what we deliver. Savings, cost reduction, efficiency gains, protection, strategic market positioning etc. What options does the client have? Do nothing maintain the status quo, consult with us, consult with our competitors. Do we know what ranking criteria is being used? Assessment of Alternatives Alleviation of Risk Achievement of Results What are the risks of the alternatives? How can we help the client mitigate them and work with us? The decision is made and the contract awarded Our mechanism for measuring the delivery/implementation of what we promised during the Assessment of Needs phase. Did we deliver against our promises and how can we measure that? What is the next opportunity? 25 Our Approach
  • 7. Helping build better businesses Gathering our information - Market Analysis • PESTEL Analysis - a framework used to scan an organisation's external macro environment. – Political current or future legislation, regulatory concerns – Economic home economy trends, market or trade cycles – Socio-cultural lifestyle trends, demographics – Technological technology research funding, maturity of technology – Environmental environmental regulations or laws – Legal employment regulations, intellectual property issues • SWOT Analysis or Matrix - a structured planning method used to evaluate the strengths, weaknesses, opportunities and threats involved in a project, strategy or in a business venture. 8 Our Approach
  • 8. Helping build better businesses Key/ target account development at a glance Gathering our information • Situation Summary – what we know • Account Business value statement – the value we will bring • Resource Decisions – our team • Account Objectives – our targets and timescales • Revenue Forecast – how much and by when • Product/Service Forecast – what service lines in which locations 08/PPT/590/1002 Your account’s views Account background & history Account current information Your internal knowledge Market intelligence & data ▪Account SWOT analysis ▪Overall market trends and influences on the target ▪Key players , their ways of decision making and their priorities ▪Internal relationship map - how the key players influence or persuade each other ▪Current service providers and our relative perceived position Create a story about the account Our strategy to win the account Our plan of action Key events & milestones: who does what, by when and how? Countering the competition: how will we position ourselves to maximise our strengths? Building relationships: how will we gain the trust & confidence of key people? Creating winning propositions: How do we align to the key buying criteria? 5 Our Approach
  • 9. Helping build better businesses Identifying potential Pain and Gain questions • Some generic example questions to use to engage the client are: – How have these issues impacted your business? – What are the critical success factors you expect from the service? – What is most important to you for this project? – What other impacts might this problem have on your business? – What do you see as the benefits in solving the problem? – For you personally what’s most important? • Trusted Advisors ask tough question • While Clients make buying decisions based on needs • But, Clients also make decisions emotionally and back them up with logic to justify their decisions • So, we need to build urgency and trust with the Client to work with us 15 Our Approach
  • 10. Helping build better businesses Focus on the Keys: • The key market knowledge (these are the things that keep the target client awake at night): – 1. Key market drivers e.g. Innovation, stability, change, monopoly – 2. Key market indicators e.g. Size, locations, mix of players – 3. Key market trends e.g. Growing, mature, contracting, stagnant – 4. Key market players e.g. Who are the main competitors/ innovators in the target client’s market? – 5. Key market shares e.g. Who is growing, slowing, changing and by how much? • The key target knowledge (know your client and be able to offer insight & value): • Key facts: e.g. Name(s), locations, people, contact details and addresses • Key products and services: e.g. By location or service segment, market share, trends by service/ product line • Key themes: e.g. Vision, values, purpose, strategic goals • Key differentiators: e.g. By product/ service line, by people, by locations • Key background: e.g. Current and previous contracts by service line, value of those contracts and duration expired/ remaining, • Key people: decision makers, influencers technical and allies, as well as blockers and enemies • Key character: e.g. Culture, decision making process and degree of centralisation/ federalisation 16 Our Approach
  • 11. Helping build better businesses Why are key/ target accounts so important? Our risk of removal by key account in favor of another supplier Risk/ value we represent to the key account High High Low Low Easy to change provider (low cost and risks associated with provider extraction) Complex to change provider (high cost and risks associated with provider extraction) 17 Our Approach
  • 12. Helping build better businesses Where are most of your clients? In the red, yellow or green zones? 18
  • 13. Helping build better businesses Price and the cost myth Price is misunderstood by selling organisations, often to the benefit of the client. • What is ‘price’? • How would you define it? • Consider some examples of fair and unfair pricing, within and outside of the IT Infrastructure, Storage and Services sector 19
  • 14. Helping build better businesses Key objectives for this session Key objectives for this session are:- – 1. Mutual introduction s – 2. Gain a deeper understanding of the Company current situation – 3. Introduce the CDC Creating Client Value methodology – 4. Agree next steps – 5. Summary, call to action 3
  • 15. Helping build better businesses Help and Support Christian Doppler Consulting Limited Tony Shepherd Weybridge Managing Partner tony.shepherd@christiandopplerconsulting.com Tel: +44(0) 7592 542 603 Office: +44 (0) 208 123 2466 21
  • 16. Helping build better businesses Thank you! Any Questions? 22
  • 17. Helping build better businesses Back Up Information 23