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Enablement and training

Run the demonstration without us in the room

Enablement exists so your engineers can answer a customer question on the call, rather than booking a follow-up with the vendor.

GEODI source selection showing folder, web, e-mail, database and cloud connectors including Dropbox, Google Drive, OneDrive, Confluence, FTP, Jira, Microsoft Teams, S3, SharePoint, SSH and WebDAV
Module one covers every connector on this screen

Everything that arrives once you sign

Demo environment

A working instance with sample projects already configured, so nobody builds a demonstration from an empty database.

Technical training

Six modules covering sources, recognizers, classification, masking, deployment and how to run a demonstration.

Certification path

For the engineers who will lead implementations rather than sit alongside them.

Escalation route

A defined path to vendor engineering for anything that outruns your team, open from your first deal.

The training curriculum

Six modules, built around what a customer actually asks during an evaluation rather than a feature tour.

01

Connecting sources

Folders, mail, databases and cloud services. Which credentials each connector needs, what read-only access covers, and how sampling keeps a first scan quick on a large repository.

Outcome
Connect any listed source without assistance
02

Recognizers and dictionaries

What ships by default, how to add a pattern for a customer's own identifier format, and when a keyword dictionary beats a regular expression.

Outcome
Extend detection for a customer-specific format
03

Classification design

Setting up classes against a customer's policy, writing the queries behind them, and explaining why a document landed in a given class.

Outcome
Defend a classification result to a privacy officer
04

Masking and anonymization

Binding profiles to user groups, the difference between masked output and anonymized substitutes, and which one a testing team actually needs.

Outcome
Configure profiles for three distinct groups
05

Deployment

Sizing a server, on-premises against cloud, where the index sits, and answering the residency question a privacy officer will ask.

Outcome
Scope an environment and size the server
06

Running a demonstration

The sequence that works, which is to connect one real source, scan it, show what surfaced, then mask it in front of them. Roughly forty minutes.

Outcome
Deliver a customer demonstration solo

Escalation boundaries

You hold the customer relationship and the first two support lines. Anything that turns out to be the product itself goes to vendor engineering, and you stay informed rather than handing the account over.

Escalation is open from your first deal. Nobody expects a new partner to diagnose an indexing fault alone.

SituationWho handles it
Customer question on configurationYour team, first line
Source will not connectYour team, second line
Scan results look wrongYour team, escalation available
Suspected product defectVendor engineering
Feature request from a customerVendor engineering
Security advisory or patchVendor engineering

Collateral, branded as yours

Ready to use

  • Product overview and capability summaries
  • Deployment and architecture explainers for technical buyers
  • Regulatory mapping across the three markets
  • Demonstration script with a suggested running order

Built with you

  • Sector material for the verticals you sell into
  • Responses for tenders and security questionnaires
  • Joint positioning where you bundle implementation services