The Roadmap
A Closer Look at the Decision Stage Along the Customer Buying Journey
Background
This is the most critical stage in terms of providing impactful and lasting thought leadership; particularly around Trends and Insights (though certainly not limited to those items).
Goal
Make ourselves as indispensable as possible. Begin introducing our ‘value adds’ and broader offering message.
Background
The RFI or RFP is imminent or has been released. Continued thought leadership is vital, but the message tends to get lost in the ‘knife fight’.
Goal
Continue to reinforce our Thought Leadership message and focus the Trends and Insights knowledge towards specific RFI/RFP solutions.
Helpful Hints
For each stage of the journey, these are the 'Must Have' engagements' as recommended by our Subject Matter Experts!
Content Delivered by Subject Matter Experts!
Content Delivered by You!
Product Solutions Consulting
Product Solutions
One of the most critical services that the Product Solutions Team offers is “coaching”. Our goal is to help you quickly arrive at the most competitive and effective solution by contributing my team’s product expertise to the decision making process.
Engage us at the onset of the opportunity by submitting a request using the Major Project Support field in Salesforce. Please be sure to upload any project files to the opportunity. An individual from the Product Solutions Team will be assigned to support you and will schedule a meeting during which they will present detailed product recommendations and value engineering/alternate ideas.
Beyond that meeting, the Product Solutions Team member will continue to engage with the project team during the specification process to answer questions and short circuit any hurdles.
Our goal is to save you time: we’ll get you moving forward on the right track from the start, we’ll engage other Teknion teams to support you, and we’ll stay the course as you move through different phases of the pursuit.
Contact Rebecca Dix to learn more.
Workplace Storytelling
(RFI/RFP Version)
Insight Tool
We design Conceptual Office Landscape that’s specific to this customer and their needs per the RFI/RFP; with an emphasis on insights and trends within their vertical market.
Multiple deliverable types. Content is created by Scott Struik but delivered by you. Doug Meyer will give final approval.
Contact your RVP as a first step.
Complete Proposal Management
Proposal Development
The Proposal Development Team is responsible for dissecting the RFP documents, including contracts, pricing requirements, etc.
We develop the Responsibility Matrix, execute the Kick-off call, and manage the entire proposal preparation process from beginning to end.
Contact Jennifer Anderson to learn more.
Helpful Hints
The individual engagements are not shown in a specific order.
Requesting Proposal Help / Engaging the Team
Proposal Development
We have incorporated the RFP Request module in salesforce that allows the sales team to directly request our assistance with a proposal. This request platform is automated and comes directly to Jennifer’s email for approval and assignment of proposal writer.
Jeff Kraus is also copied on every request. It is a requirement to use this module to engage the team.
Contact Jennifer Anderson to learn more.
Power Tools for Change
Educational Workshop
In these “train the trainer” style sessions, team leaders can have all the essentials to organize and implement a successful process for any change situation.
These are our greatest hits and secrets from years of helping team leaders navigate their future.
60-90 minutes
Qualifies as a CEU
Contact Greg Dekker or Annette Barrelet to begin.
Back
workfloMAP ©
Workshop Decision Tool
Create awareness about employees’ different work styles and the benefits of knowledge swirl.
Create user data to support effective workplace strategy and design by helping users “see” themselves in new ways of working while creating visual narrative tools
20-30 minutes
May qualify as a CEU.
Contact Annette Barrelet or Greg Dekker for tips.
Recommended Engagement!
R
Resistance to Resilience -
Make the Shift
Educational Workshop
In Resistance to Resilience – Make the Shift we examine why change is hard, how we feel about change and the importance of mindset throughout the process.
The goal is to help prepare ourselves to be more open and welcoming of change, to see it not as difficult, costly and weird but as doable, rewarding and normal.
Tools are shared that demonstrate how change feels, how to address concerns and how to become change resilient.
Virtual or in person
60 Minutes
CEU Others can give
Contact Annette Barrelet for tips.
Basic Proposal Support
Proposal Development
Information Support/Content Management Library – In this scenario, the dealer is generally holding the paper with the customer and has a specific brand that they will use to create and deliver the proposal.
We maintain a knowledge library of 1,000s of documents, from simple Teknion Corporate information to team bios/head shots, to quality assurance, etc.
The library is available via two methods:
The following link provides the MyTeknion version of the library which is available to all Teknion Sales Team Members and All Dealer Team Members**
** Permissions may need to be assigned for some Dealer Team Members.
Contact Jennifer Anderson to learn more.
My Teknion
WriteNow! (Licensed application for Teknion employees only)
1.
2.
Click HERE to visit MyTeknion
Joint Proposal Responses
Proposal Development
In many instances, we are asked to provide a deeper level of support when working with dealers completing documents in the field.
In these cases, we generally manage the entire process from start to finish, including developing the Responsibility Matrix, setting up Kick-off Call, identifying roles, responsibilities, and internal due dates to ensure we meet the due date on time and in accordance with the RFP requirements.
Generally, these documents are branded to Teknion, with inclusion of dealer specific information that is blended with the Teknion template.
Typically, in this engagement, the dealer will complete the specification work and the pricing matrices. This information is then pulled into the proposal response, and we submit as a “team”.
Contact Jennifer Anderson to learn more.
Education of Proposal Best Practices / Proposal Automation Software
Proposal Development
The Proposal Development team continually works to ensure that Teknion’s proposal response process is current and in accordance with best practices in RFP Response documents.
We manage a licensed software for sales team members who are interested in being able to prepare branded, cohesive documents in the field without the need to recreate document templates, etc.
Training on the system and the how and why of proposal writing are provided on an ad hoc basis and whenever a “updated/new” template is launched.
Contact Jennifer Anderson to learn more.
Content Library / SMEs
Proposal Development
We maintain a document library (as noted in the ‘Education of Proposal Best Practices engagement item) that includes information that can be used by the dealer/sales teams to answer proposal questions, general customer inquiries, etc.
This library is updated on an ongoing quarterly basis to ensure that the information available is current and approved by the SME.
Contact Jennifer Anderson to learn more.
Recommended Engagement!
R
Recommended Engagement!
R
Recommended Engagement!
R
POST-DECISION STAGE
Resistance to Resiience Guide Book to Change
(Available Spring 2023)
Educational Workshop
As a follow up to Resitance to Resilience, this “train the trainer” style session is based on Kotter’s 8 Step Change Model .
Tools are taught to help guide a client through each step of the change model
60-90 minutes.
Contact Annette Barrelet to learn more.
Future Smart Client Engagement Tools
Workshop Tools
These tools focus on helping clients define their Future Smart Office.
Tools can be used as stand alone activities, showroom activities or combined to form a full discovery workshop.
10 - 90 minutes
Contact Annette Barrelet for tips and to learn more on delivering a full workshop.
Customer Surveys
Surveys
We have 3 types of surveys available:
Pre-occupancy
Mock Up Surveys
Post occupancy
Contact Annette Barrelet to learn more.
Workshops
Workplace Strategy Workshops
Customized to the client to help solve their unique challenges.
1-3 days
RVP Approval required.
Contact Annette Barrelet to learn more.
Scroll or Click
Overview
Timeline Example
Roadmap Timeline Example
May
1st Week
2nd Week
3rd Week
4th Week
June
July
August
September
October
November
December
February
March
January
Overview
Why Go In?
Insight Presentation
IMPACT 3.0
Insight Presentation
Microsite
Sales Service
Future Smart
CEU
WELL Building Standard
Workshop
Vision and Discovery
Workshop
Product Solutions Consulting
Product Solutions
Workplace Storytelling
Insight Tool
Purpose in 5 ©
Vision Tool
Resistance to Resilience
Educational Workshop
Proposal Help
Proposal Development
Complete Proposal Management
Proposal Dev.
Power Tools for Change
Educational Workshop
This journey is just an example. The timelines you create may differ greatly from opportunity to opportunity.
Why Go In
Insight Presentation with Greg Dekker
View a Timeline Example
Order of Engagements
The engagements are not shown in any specific order. Every opportunity will be different and determining the final order is up to you!
Two Flavors
Engagements come in two flavors, and each is color coded in the Roadmap sections:
Content Delivered by Subject Matter Experts!
Content Delivered by You!
The Complete List of Engagements
This section features the complete list of available engagements for the Decision stage of the Customer Buying Journey.
Roadmap Overview The Closer Look
Helpful Hints
Between the Decision and Awareness stages we offer a number of engagements to keep the momentum going!
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