Assess, prioritize, build, operate, and optimize.

A connected operating model for the complete technology-partnership lifecycle—from evaluating readiness and selecting the right investments through strategy, operations, and continuous improvement.

AssessPrioritizeBuildOperateOptimize
01

Assess

Know where every partnership stands.

Evaluate partnership maturity, internal capability, relationship strength, customer proof, GTM readiness, investment capacity, strategic alignment, and revenue potential.

  • Partner Health Score
  • Strength and gap analysis
  • Readiness assessment
  • Risk indicators
  • Recommended next steps

Partner Maturity Assessment — one week

02

Prioritize

Invest in the partnerships with the greatest potential.

Help leaders decide which partnerships to pursue, which deserve more investment, which to maintain or monitor, where to reduce effort, and where strategic and commercial potential is strongest.

  • Partner-priority matrix
  • Ecosystem opportunity map
  • Investment recommendation
  • Build, maintain, monitor, or exit recommendation
  • Leadership decision summary

Informs Partnership Ecosystem Setup

03

Build

Create the foundations for partnership success.

Develop partnership strategy, joint value proposition, Joint Business Plan, governance, roles, executive sponsorship, success measures, co-sell readiness, and an execution roadmap.

  • Partnership operating model
  • AI-assisted Joint Business Plan
  • Governance calendar
  • Stakeholder map
  • KPIs and milestones

Partnership Ecosystem Setup — one month

04

Operate

Turn partnership strategy into coordinated execution.

Manage actions and owners, milestones, relationships, joint initiatives, co-sell readiness, executive reviews, risks, partnership knowledge, and progress reporting.

  • Connected partnership workspace
  • Action tracking
  • Relationship intelligence
  • Partner Health monitoring
  • AI Partnership Copilot

Managed Partnership Operations — four-month initial engagement

05

Optimize

Continuously improve partnership performance.

Use partnership intelligence to detect risks earlier, identify opportunities, improve resource allocation, refresh Joint Business Plans, recommend next-best actions, and prepare executive reviews.

  • Updated Partner Health Score
  • Performance trends
  • Next-best actions
  • Investment recommendations
  • Quarterly improvement plan

Supported by Managed Partnership Operations