diff --git a/src/handbook/sales/v2/org/professional-services/index.md b/src/handbook/sales/v2/org/professional-services/index.md new file mode 100644 index 0000000000..35996468fb --- /dev/null +++ b/src/handbook/sales/v2/org/professional-services/index.md @@ -0,0 +1,108 @@ +# Professional Services + +## Purpose + +The Professional Services (PS) function at FlowFuse provides scoped, paid services to accelerate customer implementation, reduce delivery risk, and support complex or time-sensitive deployments. +Professional Services exists to help customers achieve outcomes faster when additional expertise, capacity, or structure is required beyond standard onboarding and support. + +Professional Services engagements are intentional, outcome-driven, and time-bound. + +--- + +## Scope and Responsibilities + +Professional Services owns: + +- Scoping and delivery of paid customer engagements +- Implementation support for complex architectures or deployments +- Enablement services, including workshops and tailored training +- Acceleration of onboarding and time-to-value +- Delivery of agreed project outcomes within defined scope +- Structured handoff to Customer Success at engagement completion + +Professional Services is accountable for **successful delivery of scoped engagements**, not for ongoing account ownership or renewal outcomes. + +--- + +## Professional Services–Owned Processes + +Professional Services owns the following delivery-focused processes: + +- Engagement scoping and proposal definition +- Project planning and execution +- Delivery of enablement services (workshops, training, guided implementation) +- Progress tracking and status communication +- Post-engagement handoff to Customer Success + +Detailed process documentation will be added as these processes are formalized. + +--- + +## Collaboration Model + +Professional Services works closely with other functions in the Commercial Organization: + +- **Sales Department** + Owns commercial negotiation and contract execution. + PS supports Sales by defining scope, effort, and delivery assumptions. + +- **Solution Engineering** + Collaborates on technical architecture and implementation approach, especially during complex deployments. + +- **Customer Success** + Receives structured handoff at the conclusion of services engagements to ensure continuity of adoption and support. + +- **Sales Partnerships** + Coordinates delivery where partners are involved in implementation or enablement. + +Professional Services does not own ongoing customer relationships or commercial expansion. + +--- + +## Engagement Principles + +Professional Services engagements follow these principles: + +- Be scoped, time-bound, and outcome-oriented +- Clearly define responsibilities and success criteria up front +- Avoid open-ended or undefined delivery commitments +- Complement, not replace, product capabilities and Customer Success +- Transition ownership cleanly at engagement completion + +--- + +## Metrics and Accountability + +Professional Services effectiveness is measured by: + +- On-time and on-scope delivery +- Customer satisfaction with services engagements +- Reduction of implementation risk +- Quality of handoff to Customer Success +- Utilization and services margin (where applicable) + +--- + +## Tools and Systems + +Professional Services primarily uses: + +- Project tracking and delivery tools +- Documentation and knowledge-sharing systems +- Collaboration platforms for workshops and working sessions +- Internal delivery frameworks and templates + +Detailed tool usage is documented separately. + +--- + +## How This Page Is Used + +This page defines **what Professional Services owns**. +Detailed execution guidance is documented in: + +- Professional Services process documentation +- Delivery templates and playbooks +- Cross-functional engagement guidelines + +This separation ensures clarity between scoped delivery and ongoing customer ownership.