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Relationship Intelligence Initiative
INTERNAL All Roles 154 OEMs

Project RakshaMind

A company-wide exercise to capture the tribal knowledge that lives in your head — your OEM expertise, distributor contacts, customer relationships, market intelligence, and competitive insights. Every role. Every region. Every perspective matters.

154
OEMs to Map
36
Subcategories
10
Knowledge Areas
3
Hours · Focused Session
💡
The Initiative
WHY

Today, critical business intelligence — who to call at Fortinet for an NGFW deal in Chennai, which distributor gives the best margin on CrowdStrike, or that a BFSI customer in Hyderabad is evaluating SIEM solutions — all lives inside individual people's heads. When Sriram is on leave, nobody knows his Fortinet contacts. When a new seller joins, they start from zero. We're leaving revenue on the table because knowledge isn't shared.

WHAT

We're asking every team member — sales, tech, supply chain, marketing, management — to do a structured "brain dump" of everything they know about our OEM ecosystem. Your contacts at OEMs and distributors. Which customers use what. Market size and share estimates. Demand signals you've heard. Which competitors are winning and why. Your candid brand perceptions from both sales and tech angles.

HOW

Block 3 hours of your time — no distractions. Before you start, log into your CRM, email, helpdesk tool, and keep your phone handy to look up contacts and validate details. Three modes: Capture by OEM, by Technology, or by Customer. Multi-select everything you know, move to the next one. Once you submit, you'll see your results immediately — and you can edit or add more at any point.

👥
Who Should Participate
💼
Sales / Account Mgr
Deal sizes, customer contacts, competitor wins/losses, TAM & targets
🔧
Pre-Sales / Solution Architect
Product knowledge, OEM SE contacts, certifications, tech perception
⚙️
Technical Engineer
Deployment experience, product gaps, customer environments, demand signals
📦
Supply Chain / Procurement
Distributor contacts, lead times, pricing tiers, margin intelligence
📊
Sales Operations
Pipeline data, deal velocity, conversion rates, CRM insights
📣
Marketing
Event feedback, demand signals from campaigns, brand perception, market trends
🏢
Management / Leadership
Strategic brand assessment, internal champions, TAM & realistic targets
🤝
Channel Manager
Distributor relationships, OEM partner programs, channel economics
📋
10 Knowledge Areas We Capture

1. Your Profile & Top 5 OEMs

Who you are, your role, region, and the 5 OEMs you know best. Sets context for everything else.

2. OEM Brand Knowledge

Products, differentiators, weaknesses, deal sizes, certifications, market position, TAM estimates, and realistic Raksha targets per OEM.

3. Contacts & Relationships

Every person you know — OEM reps, distributor contacts, customer stakeholders, Raksha colleagues who are strong for specific brands.

4. Distributor Intelligence

Who distributes what, your go-to contacts, pricing/margin intel, lead times, and when to use which distributor.

5. Customer Intelligence

What's deployed where, who showed interest, deal stages, pain points, and competitor presence.

6. Internal Champions

Who inside Raksha is the go-to for each OEM? Who should we loop in when a specific deal comes up?

7. Market Intelligence ★ NEW

TAM, market share, and regional dynamics. OEM revenue in India, partner ecosystem size, key verticals. Helps set realistic targets.

8. Demand Signals ★ NEW

What customers are asking for — including NEW tech not in our portfolio. Early demand signals that help us spot emerging opportunities.

9. Competitive Perception ★ NEW

Candid brand assessment from sales AND tech angles. Which OEM competitor is winning in this space? Why? Product-level competitive intel.

10. Raksha Competitors (SI/Reseller) ★ NEW

Which SIs and resellers compete with Raksha — Hitachi Micro Clinic, Digital Track, SNS, 22by7, NTT, Wipro, TCS, and others. Per OEM and per technology: who's the biggest threat, why they're winning, and specific deal intel.

🎯
Choose Your Method

Pick whichever format works best for you. Both capture the same information.

📝
Interactive Capture Tool
Three capture modes: by OEM, by Technology, or by Customer. Pick one, multi-select everything you know, move to the next. Fast, intuitive, no typing needed.
3 hours focused · Multi-select driven · Recommended
📊
Excel Workbook
Download the workbook with pre-formatted sheets, dropdowns, and color-coded sections. Fill at your own pace, save and share back.
3 hours focused · Fill at your own pace · Offline friendly
Your 3-Hour Session

Block 3 uninterrupted hours. That's all we need. Here's how to make the most of it:

Before You Start — Get Your Tools Ready

Log into your CRM, open your email, open the helpdesk tool, and keep your phone handy. You'll want to look up contacts, validate deal details, and cross-check customer info as you go. Having everything open means you input real, verified data — not guesses.

1

Hour 1 — Your Top OEMs (the ones you know best)

Start with the 5–10 OEMs you know inside out. For each: people you know (pull from phone/email), distributors, customers, where they win, where they lose, competition. The multi-select chips make this fast — you're mostly clicking, not typing.

2

Hour 2 — Market Data & Remaining OEMs

Fill market share estimates, TAM, client perception, and growth trends for each OEM you've captured. Then move to the next batch of OEMs you have knowledge about. Even partial info on 5 more OEMs is valuable.

3

Hour 3 — Technology Views, Customer Intel & Review

Switch to technology-centric mode: top OEMs per tech, demand signals, adoption, team views. Then switch to customer mode: capture what each customer is evaluating, which SIs they're talking to, brand perceptions, and buying signals. Review everything and export.

After you submit — your data is always yours to edit

We'll show you your results immediately after submission. You can come back and modify, add, or correct entries at any point. Think of something while driving home? Open the tool and add it. This is a living record, not a one-time exam.

Common Questions
How long will this take?
Block 3 hours of focused time — no distractions. Log into your CRM, email, and helpdesk before you start. With the multi-select driven tool, most of your time is clicking, not typing. 3 hours is enough to capture your top 10–15 OEMs, technology views, and customer intelligence. After that, you can come back and add more at any time — your entries are always editable.
What if I don't know exact numbers for TAM or market share?
That's perfectly fine. Gut estimates are valuable too — just mark your confidence level (High/Medium/Low). When we aggregate 15+ people's estimates, even rough numbers converge toward useful approximations.
Can I mention OEMs or technologies not in our current portfolio?
Absolutely — please do! The Demand Signals sheet specifically asks for new or emerging tech that customers are asking about. This helps us identify expansion opportunities.
Will my candid brand assessments be shared with OEMs?
No. This is strictly internal. Your honest perceptions about brand strengths, weaknesses, and competitive dynamics stay within Raksha. Candor is what makes this exercise valuable.
I'm in supply chain / marketing — is this relevant for me?
Extremely. Supply chain knows pricing, lead times, and distributor contacts that sales doesn't. Marketing sees demand signals from events and campaigns. Management has strategic brand perspectives. Every function sees a different slice of the same ecosystem. That's the whole point.
Can the same OEM appear multiple times?
Yes! Fortinet in NGFW is a completely different conversation from Fortinet in FortiMail or FortiSASE. You may have different proficiency, different contacts, different competitive dynamics for each product line. Fill them separately.