Co-Sell Playbook


One Liners and guides on how to move forward

Where Mavim fits inside Microsoft MCEM methodology

Quick resources & one-pagers to use immediately

Where to go with thoughts & questions

MICROSOFT MAVIM PARTNERSHIP 1

What is Mavim?

Mavim is a trusted Microsoft partner and certified Modern Workplace solution, listed on the Azure Marketplace as market transactable, Co-sell Ready,
Azure IP Co-sell incentivized, and MACC-eligible.

A platform that gives customers the process clarity to speed up Dynamics deals, reduce delivery risk, & prepare for Copilot + AI at scale.

Turns business processes into a clear, shared model (Success by Design). Helping customers adopt Dynamics 365 and Copilot with confidence & control.

Helps organizations visualize their processes so they can transform with fewer surprises and better long-term outcomes.

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Together, on a journey to deliver a first-time-right transformation

Microsoft provides the methodology.

The partner provides the delivery.

Mavim provides the clarity that connects them, allowing transformations to happen faster, safer & with sustained value.

For maximum alignment

What You Should Have Before Approaching Your Customer

A general understanding of what Mavim does

Any Dynamics 365 implementation — starting, in progress, or stalled

An understanding of your customers' partners & where it intersects with Mavim's Partnership landcape.

Success by Design, FastTrack, Business Process Catalog, Agentic ERP, Azure DevOps

Mavim aligns naturally with Microsoft Motion

Amanda Smith

FOUNDER, CEO & EXECUTIVE CHAIRMAN

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DRIVE EVENT BUTTONS AI
Business Process Catalog (BPC) foundation

Helps customers map current processes
Aligns with Microsoft reference models
Supports partner IP and industry templates 

What is the best content for here?
DRIVE EVENT BUTTONS IMPLEMENT
Optimization & readiness

Identifies gaps, bottlenecks, automation opportunities
Links process models to Azure DevOps
Supports Success by Design governance 

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DRIVE EVENT BUTTONS SUCCES2
Process-driven AI & Copilot deployment

Ensures AI recommendations align with real operations
Maps agent-ready processes
Provides organizational context for responsible automation

What is the best content for here?
Resources for Microsoft Co-Sellers

Microsoft's Business Process Catalog in Mavim

Accelerate your Dynamics 365 implementation with confidence. Instead of starting from a blank slate, you begin with Microsoft-validated business processes—structured, visualized, and ready to extend.

See Microsoft's Business Process Catalog in Mavim
Mavim in Microsoft's MCEM Stages
Aligned with Microsoft's Motions

Discover: Understand the customer’s goals & context

 

Microsoft Seller + Partner

Identify customer’s transformation goals (ERP, Copilot, automation, operating model clarity).Validate challenges in process alignment or documentation.Introduce the B usiness Process Catalog (BPC) and the value of process clarity.

Where Mavim Fits

Provides a BPC-aligned process foundation used later in design and deployment.Gives customers a clear view of their current operations (“what good looks like”).


Assess (BPC Readiness & Fit):

Connect customer goals to Microsoft methodology

 

Microsoft Seller

Use BPC and Success by Design language to explain structure and value. Position Mavim only as the platform that helps visualize processes and align stakeholders.

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Partner/SI

Shares any existing IP / accelerators that can plug into the BPC. Highlights areas where process clarity reduces risk.

Where Mavim Fits

Provides process assessment aligned to BPC and partner IP. Identifies where Copilot and automation make sense.


Align:

Create shared understanding before design begins

 

Microsoft Seller

Aligns all parties on the transformation scope, goals, and timeline. Uses Mavim visual models (if available) to show the customer journey.

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Partner/SI

Maps their accelerators, templates, or industry IP into the BPC foundation (if they have not done so already). Connects functional and technical design decisions to process models

Where Mavim Fits

Visualizes “as-is” → “to-be” state. Captures roles, responsibilities, and dependencies. Identifies automation opportunities for Copilot and AI



Enable Success by Design to Reduce Rework

 

Microsoft Seller

Supports the partner and customer in applying Microsoft methodology.

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Partner/SI

Builds detailed design supported by Mavim’s process clarity.Uses Mavim → Azure DevOps integration (if used) to structure requirements.

Where Mavim Fits

Visualizes “as-is” → “to-be” stateCaptures roles, responsibilities, and dependenciesIdentifies automation opportunities for Copilot and AI


Deliver (Implementation):

Drive predictable, first-time-right execution

 

Microsoft Seller

Ensures customers stay aligned to Success by Design.Uses FastTrack touchpoints to maintain quality and alignment.

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Partner/SI

Executes build & configurationUses the BPC and Mavim implementation blueprint to reduce rework.

Where Mavim Fits

Keeps business requirements, process changes, and DevOps items synchronized. Provides clarity whenever design decisions need validation.


Adopt & Improve:

Extend Customer Value

 

Microsoft Seller

Starts conversations around Copilot, AI, and additional workloads.

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Partner/SI

Supports continuous improvement and future-phase rollouts.

Where Mavim Fits

Acts as a living operating model for the customer. Monitors process performance and identifies improvement opportunities. Ensures the organization stays aligned as AI, automation, and ERP evolve.


mavim in success by design stages

Contact Us

We have a team ready to support you, regardless of where you are in your Mavim journey

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