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Turning IT into a Value Partner with a Customer Engagement Model

Ambition

Global IT previously funded and delivered solutions for countries and accounts at no direct cost. With budgets shifting, a new model was needed where customers would request, fund, and adopt IT solutions. The challenge was to design a transparent model that could balance financial accountability with customer satisfaction, ensuring IT remained a trusted partner rather than a barrier.

Solution
  • Designed a Customer Engagement Model aligned with the Digital Product Value Stream, handling strategic projects, improvements, and service requests.​
  • Created transparent quoting and invoicing processes (from request to approval to final invoice) with standardized templates and workflows​
  • Introduced structured refinement workshops, governance ceremonies, and customer-facing artifacts (roadmaps, capability decks, demos, release notes).​
  • Embedded change management and training materials to ensure customers understood and adopted the new model.
Outcome
  • Customers gained clarity on how to request, quote, and fund solutions.​
  • IT repositioned as a value center, with cost transparency and measurable return on investment.​
  • Stronger collaboration between IT and business, with customers engaged throughout delivery and adoption.​
  • A sustainable model balancing financial responsibility and customer satisfaction.