CASE STUDY - IBM About IBM: Highlights IBM is the world’s largest information technology company, with 80 years of leadership in helping businesses innovate. IBM is dedicated to helping customers, business partners, and developers across a wide range of industries leverage the power of the internet for e-business. Industry More information about IBM is available at www.ibm.com. Global Information Technology Provider Results • The Challenges • • • • • Sales cycle efficiency pressures Unsuitable POC environments Scarce IT resources Maximizing sales channel impact Keeping partners invested in IBM • • • • 40% of “hands-on” trials lead to the next stage in the sales cycle Decreased travel costs Optimal trial experiences Increased partner involvement Insight into prospect engagement IBM Transforms their Proof of Concept Trials with Hatsize Virtual Labs Hardware availability, problematic IT environments, and access to expertise are no longer barriers to successful technology trials and sales. The Challenges Sales cycle efficiency pressures IBM has found that when their prospects are able to try IBM software and hardware in a “hands-on experience”, over 40% end up in a live sales cycle. The challenge was to deliver these Proof of Concept (POC) experiences in an efficient manner; getting new technology into sales channel and prospect hands for an effective trial. IBM has excellent technology centers and online demo facilities around the world, but knew that many IBM partners and customers can’t or won’t travel due to time constraints and travel cost issues. IBM needed to find a solution that would provide sales channels and prospects with the full software and hardware experience, without requiring travel to an IBM lab for a POC trial. Unsuitable POC environments Sales representatives and their customers would get very enthusiastic about new IBM technology and invariably want to schedule a test-drive. However, none of the parties would have unlimited resources in terms of time, people, hardware, and so forth, to support a full POC. Also, IBM wanted to be sure that the IT environment was optimized for the test-drive, but customer site constraints often made it impossible for IBM to bring in hardware in a short timeframe. Some customers would request that IBM put live software in the prospect’s IT environment, however, “… even if it’s in a demo lab or anything else like that, it’s like handing them the keys to a Formula One race car and saying, ‘Go for it! Gas is on the right, brakes on the left, and don’t hurt yourself or anybody else on the road!’” (Art Lewandowski, Director, NA Tech Channel, Tivoli Netcool – IBM) Scarce IT resources The reality is that there are always limits on the IT resources available for IBM, their sales channels and their customers. Hardware can be difficult or costly to source for POC’s. Demo facilities and technology centers are available but can be challenging to schedule and costly to reach. Each organization has a limited number of Subject Matter Experts (SME’s) for sales cycle activities including lab setup, demonstrations, lead management, running POC trials, and partner management. Leveraging technology to maximize the effectiveness of these IT resources was a must for IBM. Maximizing sales channel impact With sales channel partners around the world, IBM was challenged to provide these partners with the training and tools they needed to deliver the most realistic and effective POC’s for customers. IBM had to rapidly get their channels up to speed on new IBM products, have them authorized and certified to sell, and provide all the tools available to help them successfully demo and trial to their prospects. IBM wanted to understand how “invested” sales channel partners were in bringing IBM technology to the marketplace -- who was spending the most time on IBM product trials, and who really understood the software. They also wanted insight into how engaged a prospect or customer actually was during a POC. The company was missing a real world view of each user’s experience, and it was difficult to gauge what the interest level was of the prospect. IBM recognized that understanding the user experience would benefit not only IBM but the partner resellers as well, shortening the sales cycle. Keeping partners invested in IBM In order to keep IBM “top of mind” with their sales channel partners, IBM needed to position their company (and deliver on their commitment) as the channel brand of choice that fully supports their partners at every step in the sales cycle. “IBM and the Patner SE can actually drive a customer through a particular scenario; they can click with the mouse on the appropriate areas of the screen, type in the commands, check out issues and things like that. So the whole idea of a utilization report is that it tells me how much time they have invested in this particular scenario.” (Art Lewandowski, Director, NA Tech Channel, Tivoli Netcool – IBM) Conrad Ogletree – IBM The Solution IBM teamed up with Hatsize to use the Enterprise Solution for the Proof of Concept trials. Virtually no travel required With Hatsize virtual labs, customers no longer need to be in the same physicalmlocation as the IBM lab in order to experience the technology, and partners no longer have to send SE’s internationally for product trials. This means a drastic decrease in the costs related to traditional testing labs in a physical location. With the Hatsize solution, customers are now able to test-drive technology in a “handson” virtual environment, utilizing the channel partner’s SE resources more effectively than in the past. Instead of time spent in airports and hotels, the SE’s are able to work from their own location, with the ability to fully guide the user’s experience. Empowering the people With the Hatsize Enterprise Solution, IBM partners and prospects are empowered by the flexibility and capability of virtual labs for POC trials. Prospects are no longer tempted to undertake a risky implementation of live software into their own IT environment or demo lab. With Hatsize virtual labs, the prospects benefit from a complete hardware or software trial – without being overwhelmed by the demands and possible side-effects of a full on-site trial implementation. “It’s almost like giving the customer or prospect a race car with training wheels on a self-contained track. The client gets the full experience, and nobody gets hurt.” (Art Lewandowski, Director, NA Tech Channel, Tivoli Netcool – IBM) Short on hardware? We’ve got what you need. With Hatsize virtual labs, IBM and their channel partners are no longer forced to source and transport the required hardware to a prospect’s location every time there is a software or hardware POC to be set up. Nor is the customer trial dependent on whether their own lab environment and equipment is appropriate and readily available for the trial. Instead, with IBM’s virtual POC’s, clients are able to fully test IBM’s products via a web browser, on their own schedule, with the virtual lab environment available whenever they need it. Over-the-shoulder insight into the sales cycle Hatsize virtual lab management tools give IBM a clear view into their sales cycle. Once channel partners are trained in the virtual lab, understanding which partners are spending time with THE HATSIZE IMPACT: the new products and presenting • Reduced lab costs them to prospects is • Channel partner invaluable to IBM. enthusiasm Additionally, IBM • Rapid customer trials and their partners can, together, now • More deals closed gauge the utilization of the software by prospects in a POC trial. This understanding of how many hours a prospect spends on the product – and what sections they pay most attention to – helps IBM manage a busy sales pipeline and close more deals. Virtual POC trials give IBM a real-world view of the degree of sales channel and prospect engagement with the product, and whether or not there are questions or concerns needing to be addressed. Passionate partners “If you make it easier for them to do business with you, they’re going to think of your software first.” (Art Lewandowski, Director, NA Tech Channel, Tivoli Netcool – IBM) The bottom line is that by choosing Hatsize virtual labs for their POC trials, IBM is able to add more value to the sales cycles of their channel partners. IBM can cost-effectively provide their partners with state-of-the art product training, sales tools and expert support. Hatsize virtual labs allow IBM experts to help partners learn and trial the products with “over the shoulder” coaching – having the channel partner drive the actual software or hardware while IBM’s expert observes and provides corrections or tips where necessary. This gives IBM partners the confidence they need when meeting with a prospect. The Results IBM teamed up with Hatsize to use the Enterprise Solution for the Proof of Concept trials. • 40% of “hands-on” trials lead to the Success Components next stage in the sales cycle The Solution Features The Environment • Decreased travel costs Presence detector • Optimal trial experiences Windows Server 2003 Linux (CentOS, RHEL & Fedora) Solaris 10 x86 • Increased partner involvement Live collaboration tools Netcool, Precision, ITNM, TBSM, OMNIbus • Insight into prospect engagement Heterogeneous lab environment VMware Custom branding for all partners Many of the world’s most innovative technology companies have already chosen Hatsize online virtual labs to take their complex hardware and software products to market. Our customizable Hatsize system has removed the barriers inherent in accessing traditional labs. We help technology communities to easily connect – and efficiently test, train, demo, trial and collaborate – in an advanced on-demand computing environment. Hatsize applies inventive thinking and rare technical capability to every problem we solve. Visit www.hatsize.com to find out more. For more information, please contact us at: 1200 - 1122 4th Street SW | Calgary, AB | Canada | T2R 1M1 Phone: 1.877.468.5227 | +1.403.538.3295 [email protected] | www.hatsize.com
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