From c6352bf31bcd4db523cbc350339a8a76198d824d Mon Sep 17 00:00:00 2001 From: Michael Davis Date: Sun, 25 Jan 2026 19:10:35 -0800 Subject: [PATCH] Create v2/customer-adoption-model.md --- .../sales/v2/customer-adoption-model.md | 171 ++++++++++++++++++ 1 file changed, 171 insertions(+) create mode 100644 src/handbook/sales/v2/customer-adoption-model.md diff --git a/src/handbook/sales/v2/customer-adoption-model.md b/src/handbook/sales/v2/customer-adoption-model.md new file mode 100644 index 0000000000..6363c437a7 --- /dev/null +++ b/src/handbook/sales/v2/customer-adoption-model.md @@ -0,0 +1,171 @@ +# Customer Adoption & Maturity Model + +## Purpose + +This page defines FlowFuse’s Customer Adoption & Maturity Model for Node-RED–based solutions in manufacturing and industrial environments. + +The model provides a shared framework used across Sales, Solution Engineering, and Customer Success to: + +- Understand a customer’s starting point +- Align engagement strategy to customer maturity +- Select the appropriate sales motion and evaluation approach +- Anticipate organizational and operational risk +- Guide customers toward scalable, governed adoption + +This is a **segmentation and decision model**, not a sales stage or qualification checklist. + +--- + +## The Two Axes + +The model evaluates customers along two independent dimensions: + +### Node-RED Adoption Maturity (Technical) + +- **Low:** Isolated experiments, local usage, individual projects +- **High:** Broad Node-RED usage across teams, sites, or use cases + +### Manufacturing / Operational Maturity (Organizational) + +- **Low:** Ad hoc processes, limited governance, inconsistent ownership +- **High:** Standardized operations, defined governance, structured decision-making + +Customers can be technically advanced but operationally immature — or vice versa. + +--- + +## The Four Zones + +### Z3 — Experimental / Tooling (Local Use) + +**Profile** +- Individual engineers or small teams experimenting +- Ad hoc projects and local success +- Limited organizational visibility or sponsorship + +**Characteristics** +- Low operational maturity +- Low Node-RED adoption maturity + +**Typical needs** +- Education and enablement +- Use-case validation +- Proof of value at the local level + +**Primary motion** +- Early discovery +- Solution-led evaluation +- Education-focused demos + +--- + +### Z2 — Manufacturing-First (Solution-Led) + +**Profile** +- Outcome-driven manufacturing or operations teams +- Structured buyers solving specific problems +- Clear business objectives, limited platform thinking + +**Characteristics** +- High operational maturity +- Lower Node-RED adoption maturity + +**Typical needs** +- Solution alignment +- Business impact validation +- Confidence that the approach will scale later + +**Primary motion** +- **Edge Connectivity sales process** +- Solution-focused PoC +- Outcome-based evaluation + +--- + +### Z4 — NR Scale, but Ops-Immature + +**Profile** +- Widespread Node-RED usage across teams or sites +- Organic growth without centralized governance +- Increasing operational, security, and reliability risk + +**Characteristics** +- High Node-RED adoption maturity +- Low operational maturity + +**Typical needs** +- Governance and control +- Standardization +- Risk reduction and operational visibility + +**Primary motion** +- **NR Scale sales process** +- Risk- and governance-led evaluation +- Platform and operating model alignment + +--- + +### Z1 — Platform-Oriented Manufacturers + +**Profile** +- Node-RED adopted as a strategic platform +- Governed, standardized operations +- Central ownership and clear operating model + +**Characteristics** +- High operational maturity +- High Node-RED adoption maturity + +**Typical needs** +- Optimization and expansion +- Platform hardening +- Long-term roadmap alignment + +**Primary motion** +- Expansion and scale +- Strategic platform discussions +- Multi-year value planning + +--- + +## How to Identify the Zone (Pre-Meeting Questions) + +Use the following questions **before or during early discovery** to determine a customer’s likely zone. + +### Node-RED Adoption Signals + +- Where is Node-RED running today? +- How many teams or sites are using it? +- Is usage centralized, shared, or entirely local? +- Who owns Node-RED standards, if anyone? + +### Operational / Organizational Signals + +- How are deployments governed today? +- Who is responsible for security, access, and updates? +- How do teams ensure consistency across projects? +- What happens when something breaks? + +### Decision Framing Signals + +- Are they trying to **solve a specific problem**, or **define how problems should be solved going forward**? +- Is risk a growing concern, or is speed the priority? +- Is leadership asking “does this work?” or “can this scale safely?” + +The goal is **not to label customers**, but to select the **right engagement strategy**. + +--- + +## How This Model Is Used + +This model is referenced across the Commercial Organization to: + +- Select the appropriate sales process (Edge vs NR Scale) +- Shape discovery and PoC design +- Anticipate organizational friction and objections +- Guide Customer Success adoption planning +- Align internal teams on customer context + +This model should be revisited as customers mature over time. + +Customers can — and should — move between zones.