Is there an opportunity?
Is the project defined?
A specific Business Initiative defined by the customer to address a positive or negative issue that is
related to a Business Driver (the internal or external pressures that are causing the customer to act).
Customer Project is supported by the Insight Map.
Defined
Undefined
Customer Business Profile?
Description of the customer's business, their industry, market and company size, as well at their high-level
Goals, Business Drivers (internal and external pressures) and Business Initiatives. The Business Strategy
Map and your Account Plan details support Customer Business.
Strong
Weak
Customer Financial Condition?
Revenue, cash, profit and investment trends, comparison with similar companies, and performance against key
performance metrics.
Positive
Negative
Access to Funds?
The requisite budget for the Customer Project is approved or can be obtained.
Yes
No
Compelling Event?
A time sensitive response to an internal or external pressure (Business Driver) connected to Key Players
that drives the customer to act, to make a decision, to solve a problem or to take advantage of an
opportunity in front of them by a defined date. The Insight Map supports the Compelling Event.
Defined
Undefined