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ACCOUNT-PLANNING5 MIN READ

Sort Account Signals Into SWOT

Classify account observations into SWOT categories using account-planning boundaries.

Sort each Atlas account signal into the right SWOT bucket. Strengths and weaknesses are your position; opportunities and threats are the customer environment. Strength Weakness Opportunity Threat Champion used our savings data in two steering meetings Support SLA has been missed for the EMEA region twice New CFO announced a cost-to-serve reduction program Competitor offered migration credits through Procurement No confirmed executive owner for the renewal value story Pilot reduced manual review time by 18 percent Regulatory audit moved from next year to next quarter Budget freeze announced for non-critical software Finance has not validated the savings model Operations director…

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