When is a customer ready?

Options
jason
jason Member, ALL USERS, Employee Posts: 4 Master Anaplanner of the Year

Within Connected Planning, we are thinking about what it takes to establish a new type of relationship with a customer. Our goal is to have an explicit plan of how to progress through use cases, connect them, and help the client capture the value. 
We are thinking about a form of a readiness assessment - what are people, process and platform conditions that need to be met for them to be ready for this relationship. For example, they should have a COE and a plan to use Data Hub. On the people side, we should have an open dialog with a leader in Finance who buys into the vision of CP and sees the long term benefit of connecting top-down corporate planning with bottom-up functional planning.
What other checkboxes come to mind to you? We are coming up with our own list, but I thought this would be a topic that invites broader input.