Build a scalable Account Management and vCIO operation
Develop and operate a scalable, structured and seamless Account Management and vCIO operation
- Efficient Operation - Streamline your operation by Developing and Adopting your Technology Best Practices, Technology Stack and Service Standards.
- Sustainable Growth - Close more infrastructure projects and expand your Security, vCIO and Cloud Services with Client Engagement Activities
- Differentiation - Running business-focused QBRs, Audits and Annual Planning sessions defines you as a high-value business partner.
1. Key Ideas to Align Critical Client Engagement Roles - Solve the hidden issues that prevent your Account Management and vCIO operation to scale
- Identify the Strategic Client Roles
- Align the Communication
- Plan the cadence of communication
2. Key Ideas in Adopting your Standards - Reduce communication friction and set expectations for all stakeholders.
- 3 Levels of Standardization
- Standardization Process
- Use visuals to manage misalignments
3. Key Ideas to Deliver High-value Client Meetings - Decide on a strategic level annually and execute on the tactical level quarterly
- Dedicated Technology Engagement Meetings
- Dedicated Business Engagement Meetings
- Integrate your Strategic and Tactical conversation into one unified report
4. Drive Technology Roadmaps - Connect the strategic and tactical levels to communicate effectively to clients and in-house
- Farm Projects with Recommendation Roadmaps
- Forecast client’s and your own budget
- Align technology projects with service upgrades