Enterprise GTM
Bringing in an insurer that became the firm's largest account
- Industry
- Insurance — United States
- Focus area
- Enterprise GTM
- Headline result
- $11M+
- Headline result
- $11M+
- The account grew to $11M+ in won business, the largest in the firm's opportunity records
Context
A US insurer starting a data lake platform, with standing delivery teams to build it, report on it and keep it running.
The challenge
Turn a first platform project into a long-running engagement. Every expansion, renewal and change of scope needed its own estimate and proposal, and each one had to hold up commercially as the work moved from building the platform to running it.
My role
Solutions engineer behind the first deals: scoping, effort and cost estimation, and the proposals for each expansion and renewal that followed. Delivery was by the firm's engineering teams.
Approach
Scoped and estimated the first data lake platform and the delivery teams around it
Re-estimated each expansion, renewal and change of scope as the work moved from build to run
Wrote the proposals that carried each term
Process
Outcome
- The account grew to $11M+ in won business, the largest in the firm's opportunity records
- 36 of 40 opportunities won, from October 2022 onward