Overview of a deal

This week I was asked to pull together a summary of a deal that we had won a few weeks back and to share some highlights of the deal with some visiting executives to give them insight into the deal and hopefully allow their teams to learn and profit from our experience.

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Thanks for reading.

Andrew Everett 
 
Below is the summary of the headings and is useful way to structure a presentation on a deal.
 
Suggested contents

• Deal vital statistics
• What was the customer’s environment
• What was the proposition
• Overview of the solution (done by showing the technology building block)
• What did it take to win
  • Consultative led engagement
  • Listen to customer
  • Understand problems
  • Discover the potential
  • Create the end state vision
• Solution development approach
  • Why- it is all about the customer
  • Why do it- prove the value add in a few weeks
  • Implementation based on iterative cycles
  • Implementation based on phased transformation approach
  • Implementation based on known business benefit.
• Competitors
• The winning team