Migrating customers – Process

Business case & proposition

RTM –
CTS
study
complete

Audit 3 value
Validate Business
Viability 1. Custom Go/No propositions
decision model choice
Economi er go 1. Comp
to Y c Y 2. Distribu Y any
transfer decision
Financial tor 2. Distrib
3. Compa
N N N

Improve

Transfer
to Direct
Implementation
Sales
Migrating customers – Process

Implementation

3 Value
propositions Company
Internal comms ComapnayInt
 Debt ernal process
 Pricing requirements
 Closing
A/Cs
 Admin

Distributor selection Communicate Contract Transition Monitor

& allocation to Distributor & agreement
(mapping) Negotiate
Recruit/develop if
required

Customer Distributor
comms preparation

Repeat
RTM CTS
study