Stabilize the demo ecosystem, establish governance, build reusable demo architecture, and scale AI-enabled buyer engagement.
View Phases
Timeline
Growth & Learning
Stakeholder Mgmt
Tools Evaluation
Content & Library
Reusability
Metrics
Learn FIS products, buyer segments, and pipeline
Deliver 2 client demos
Understand regional workflows and AI-driven demo trends
Build relationships with Product, SE, Sales, and Revenue Ops
Align the 4 Pre-Sales leaders on governance direction
Define ownership and approval flow
Audit current tools
Evaluate adoption, overlap, AI capabilities, and cost
Assess pathways to replace the custom demo environment with scalable, reusable platforms
Finalize renewal decisions
Audit all demo assets
Create initial demo library structure
Identify content gaps, duplicate assets, and workflow bottlenecks
Publish Demo Operations Playbook for pilot product workflows
Launch quick-win reusable workflows
Identify high-value reusable modules
Pilot modular demo workflow with 1 Business Unit
Gather SE feedback and inputs for future demo architecture
Pilot AI-powered async recap workflows
Create baseline metrics
Measure current demo prep effort
Track tool usage, engagement, and async demo interactions
Become trusted internally on demo workflows, AI-powered engagement, and buyer experience
Launch Demo COE and Demo Governance Council
Create alignment cadence across segments
Standardize tool usage by role
Define tool responsibilities
Expand AI-enabled demo capabilities
Expand Demo Operations Playbook across additional product workflows and business units
Expand structured demo library
Build reusable prototypes, sandbox modules, workflows, dashboards, and AI recap templates
Start localization overlays
Expand pilots to 2 additional Business Units
Continue collecting feedback to improve reusable architecture
Reduce demo prep time
Increase reusable asset usage
Improve async engagement and AI recap adoption
Become recognized as the demo experience and AI-enabled engagement lead across Commercial Office
Scale governance across all regions and segments
Optimize tool ecosystem
Expand strategic AI-enabled platforms
Significant reduction on custom demo environment
Demo Operations Playbook published and adopted across the Commercial Office
Mature centralized demo library across products and regions
Scale modular demo architecture across Payments, Banking, Lending, and Capital Markets
Achieve modular demo coverage across 80%+ of priority product and vertical combinations
Scale AI-driven personalization and async engagement workflows
Improve demo-to-opportunity conversion
Improve deal velocity
Increase cross-region reuse
Standardize engagement analytics and AI-driven buyer insights
Growth & Learning
Learn FIS products, buyer segments, and pipeline
Deliver 2 client demos
Understand regional workflows and AI-driven demo trends
Stakeholder Mgmt
Build relationships with Product, SE, Sales, and Revenue Ops
Align the 4 Pre-Sales leaders on governance direction
Define ownership and approval flow
Tools Evaluation
Audit current tools
Evaluate adoption, overlap, AI capabilities, and cost
Assess pathways to replace the custom demo environment with scalable, reusable platforms
Finalize renewal decisions
Content & Library
Audit all demo assets
Create initial demo library structure
Identify content gaps, duplicate assets, and workflow bottlenecks
Publish Demo Operations Playbook for pilot product workflows
Reusability
Launch quick-win reusable workflows
Identify high-value reusable modules
Pilot modular demo workflow with 1 Business Unit
Gather SE feedback and inputs for future demo architecture
Pilot AI-powered async recap workflows
Metrics
Create baseline metrics
Measure current demo prep effort
Track tool usage, engagement, and async demo interactions
Growth & Learning
Become trusted internally on demo workflows, AI-powered engagement, and buyer experience
Stakeholder Mgmt
Launch Demo COE and Demo Governance Council
Create alignment cadence across segments
Tools Evaluation
Standardize tool usage by role
Define tool responsibilities
Expand AI-enabled demo capabilities
Content & Library
Expand Demo Operations Playbook across additional product workflows and business units
Expand structured demo library
Reusability
Build reusable prototypes, sandbox modules, workflows, dashboards, and AI recap templates
Start localization overlays
Expand pilots to 2 additional Business Units
Continue collecting feedback to improve reusable architecture
Metrics
Reduce demo prep time
Increase reusable asset usage
Improve async engagement and AI recap adoption
Growth & Learning
Become recognized as the demo experience and AI-enabled engagement lead across Commercial Office
Stakeholder Mgmt
Scale governance across all regions and segments
Tools Evaluation
Optimize tool ecosystem
Expand strategic AI-enabled platforms
Significant reduction on custom demo environment
Content & Library
Demo Operations Playbook published and adopted across the Commercial Office
Mature centralized demo library across products and regions
Reusability
Scale modular demo architecture across Payments, Banking, Lending, and Capital Markets
Achieve modular demo coverage across 80%+ of priority product and vertical combinations
Scale AI-driven personalization and async engagement workflows
Metrics
Improve demo-to-opportunity conversion
Improve deal velocity
Increase cross-region reuse
Standardize engagement analytics and AI-driven buyer insights
Year 1 Executive Outcome
By the end of Year 1, FIS will move from fragmented demo execution to a governed, reusable, AI-enabled demo operating model with measurable impact on prep time, engagement, reuse, and deal velocity.