Companion to the published Portfolio Redistribution case study
01
Objective
Move the book without losing the customer context
Execute a seamless, low-friction redistribution of 200+ accounts across a 15-person CSM team without disrupting customer experience or dropping critical renewal signals.
02
Process Plate
Baseline → movement → comparison → handoff
One scenario moves through four explicit states, each with a visible operating output.
01
Establish the baseline
Pull live ARR, account assignment, and CSM capacity data from Salesforce and internal systems into the planning surface.
Output: A current view of the portfolio before any account moves.
02
Model the movement
Use the TypeScript scenario builder to move accounts between CSMs and test territory changes without rewriting the underlying spreadsheet model.
Output: A candidate redistribution scenario with explicit account movement.
03
Compare the impact
Inspect portfolio balance, coverage ratios, and handoff risk for each saved scenario before leadership selects a plan.
Output: A selected scenario grounded in visible balance and coverage tradeoffs.
04
Prepare the handoff
Generate structured handoff documents and CRM update scripts for the selected scenario.
Output: Execution-ready handoff artifacts with less operational overhead.
Published process boundary
This reference stays within the workflow and outcomes disclosed by the parent case study. Internal migration calendars, approval thresholds, customer data, and rollback criteria are not presented as public implementation facts.