Requirements and vendor shortlist
Requirements and vendor shortlist across ERP, payments, and AI
The 4-phase engagement
ERP & Payments Advisory
Help choosing and connecting the right ERP, payments, and AI stack, including NetSuite advisory.
Book a call →12wk
Time to first pipeline
10-25
Priority partners engaged
4
GTM motions activated
100%
Operator-led delivery
How the engagement runs
Diagnose
We assess where you are today in erp & payments advisory — current partners, motions, gaps, and the highest-leverage moves.
Design
We translate the diagnosis into a working plan: segmentation, partner targets, program design, incentives, and the operating cadence.
Build
We stand up the assets, integrations, and enablement that make the program real — PRM, co-sell motion, marketplace plays, and partner-facing materials.
Activate
We drive recruitment, co-sell, and joint GTM with priority partners so the program ships measurable pipeline, not slideware.
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Scope of work
Strategy & program design
- +Partner ecosystem map and prioritization
- +ICP and partner segmentation
- +Program structure, tiers, and economics
- +Operating cadence and governance
- +Success metrics and attribution
- +90-day execution roadmap
Platform & integrations
- +PRM selection and configuration
- +CRM, marketplace, and data integrations
- +Reporting dashboards and pipeline visibility
- +Deal registration and co-sell workflows
- +Partner portal and onboarding flows
- +Security, contracting, and compliance
Recruitment & activation
- +Target partner identification and outreach
- +Co-sell motion design with hyperscalers and platforms
- +Joint offers, packaging, and pricing
- +Marketplace listing and private offers
- +First-cohort onboarding and enablement
- +Field alignment with sales and CS
Enablement & operations
- +Partner playbooks and sales kits
- +Technical and product training
- +Marketing collateral and co-marketing assets
- +QBR and partner success cadence
- +Performance reviews and tiering reviews
- +Ongoing operator-led program support
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12-week trajectory
WEEK 01
Weeks 1-2: Discovery & assessment
Kickoff, stakeholder interviews, ecosystem and competitive mapping, and a clear read on where leverage is hiding.
WEEK 03
Weeks 3-4: Strategy & priorities
Define ICP, partner segmentation, motion priorities, success metrics, and the operating model required to deliver them.
WEEK 05
Weeks 5-6: Build & enablement
Stand up the program assets, integrations, partner-facing materials, and the internal enablement to support them.
WEEK 07
Weeks 7-10: Activate & co-sell
Launch partner outreach, co-sell motions, and joint GTM execution. Pipeline starts moving.
WEEK 09
Weeks 11-12: Measure & iterate
Track partner-sourced pipeline, retention, and expansion. Tighten what works, kill what doesn't.
What you walk away with
Integration architecture and data-flow
Integration architecture and data-flow roadmap
NetSuite fit, licensing, and
NetSuite fit, licensing, and SI selection guidance
Negotiation leverage and implementation
Negotiation leverage and implementation oversight
Partner-sourced pipeline
A measurable book of partner-influenced and partner-sourced deals tied to revenue, not anecdotes.
Repeatable motion
An operating system your team can run independently — not a deck that goes stale.
Ready to operationalize ERP & Payments Advisory?
Let's discuss how ERP & Payments Advisory fits your ecosystem and what the first 90 days look like. Schedule a 30-minute call with an operator — no pitch, just a working conversation.
Book a call →What is ERP & Payments Advisory?
ERP & Payments Advisory at PartnerAwesome: Vendor-neutral advisory for choosing and connecting the right ERP, payments, and AI stack. We've operated inside the ecosystems you're evaluating, so you get a grounded shortlist, integration architecture, licensing and pricing leverage, and implementation-partner guidance — including buyer-side NetSuite advisory on fit, licensing, SI selection, and SuiteApps.