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Partner Selection Checklist
  • Check the number of years of “Consulting Experience”. This is not the same as “Manpower Experience” or doing miscellaneous projects
  • Every partner is required by the OEM to “Specialize” in most of the products they can sell or work upon. Check the Competency level of the partner at the OEM partner login. Ask the partner to show the same to you or ask OEM to validate if the partner is Specialized in the products they are required to work upon
  • Check the actual Purchase Orders of customers and Deliverable Sign-off’s. This will validate the actual nature of engagement of the partner. Only Customer Reference call should not be used as a method of work checking. Work should speak for itself
  • Check the top 5 business purchase orders the partner has ever executed. This will show the faith customers have shown on the partner
  • If speaking to a Customer Reference, take reference call of the Promoter Group or at least two C-Level acknowledgements
  • Check whether the OEM LOB In-charge is willing to stand by the work of the partner in the market
  • Ask the partner to showcase sample Business Blueprint documents and User / Operating Manuals. This will showcase the quality of the work done by the partner
  • Have a lock-in within the contract of the consultants being positioned during the sales cycle. This will ensure the validated consultants are the ones who work full time during project execution also
  • Make sure the consultants positioned during the sales / pre-sales cycles are on the payroll of the partner on the day of representation and not temporary contractual services taken by partner. This can affect the overall quality of delivery at the execution stage
  • Check if any legal cases were filled by employees or customers on the partner in the past due to non-performance or employee unrest. This can be validated from the accounts showcased as experience and from interviews of ex-employees of the company
  • Make sure all statutory compliances by the partner are being complied with. For example, In India PF and ESI compliances are responsibility of entity who takes the services of the partner
  • Check the credit worthiness of the partners with the distributors and vendors working with the partner. This will show the level of financial trust OEM’s places on the partner
  • Compare the Authorized and Paid-Up Capital levels of the partner. Partner ownership commitment can be seen in their business from the same
  • In case International Addresses are shown as offices abroad, check the actual nature of the addresses. Legal services abroad provide address services overseas without actual business being transacted