Atlas SecurityNext account program

Theme
Ask Ben

Account plan

The 10 selected accounts, the buying committee by role and how each role is reached.

Account plan, updated Sep 24, 2026
A B2B sales and marketing team planning an account strategy at a whiteboard

The account list for the next program

How Northwind Demand and Atlas regional sales will reach the buying committees at the selected accounts in the next program. It carries forward the 10 accounts selected this quarter and the one shared buying committee model Kira approved on Aug 27. Reflects research dated through Sep 19, 2026.

Selected accounts
10: 6 supported, 4 returned to Atlas
Initiative
Cloud migration
Sales owners
Atlas regional owners under Rosa Delgado
Program director
Ben Ortiz, Northwind
Current stage
Proposal shared Sep 24
Decision
Oct 16, 2026
Live from the Dashboards app, sources dated through Sep 19Open the full report

Why these accounts

Source linked research supports a cloud migration initiative at 6 of the 10 accounts, and sales accepted 6 cloud migration briefs this quarter, more than any other initiative. The other 4 accounts have one or two sources, the newest from June to August, so we returned them to you rather than write outreach on thin evidence.

Returned accountLinked sourcesNewest sourceWhat we need from Atlas
Manufacturer1Jul 22Is a cloud program active? Keep or replace
Software vendor2Aug 5Confirm the initiative with the regional owner
City government1Jun 30Keep only if procurement timing fits H1 2027
Telecom operator2Aug 19Confirm the initiative with the regional owner
Live from the Dashboards appOpen the full report

Buying committee, by role

  • Security architectTechnical reviewer

    Joined earlier than the plan assumed at 5 of 6 interviewed accounts.

  • Cloud platform leadTechnical evaluator

    Owns the migration timeline and the integration questions.

  • CISO or security directorEconomic owner

    Signs off on risk and budget for the security stack.

  • Procurement and riskFinal terms

    Enters at the end. Needs the security questionnaire early.

Live from the Dashboards appOpen the full report

Messaging by role

RoleWhat they care aboutMessageProof to use
Security architectControl and visibility during the moveAtlas keeps policy and audit consistent across old and new environmentsTechnical webinar, Dec 10, and a reference architecture note
Cloud platform leadIntegration effort and timelineWorks with the current cloud tooling, no parallel stackSolutions engineer session booked by the regional owner
CISO or security directorRisk reduced per dollarOne consistent control set through the migrationAccount brief with the dated sources, reviewed by sales
Procurement and riskA clean security reviewQuestionnaire answers ready before they askAtlas standard security pack

Engagement sequence

StepRoleActionOwnerStatus
1All rolesAccount brief accepted by the regional sales ownerBen OrtizDone at 6 accounts
2Security architectTrack 2 content: reviewer questions firstTalia GreenIn the proposal
3Security architect, cloud platform leadInvite to the Dec 10 webinar, consent basedTalia GreenPlanned
4CISO or security directorSales led briefing with the brief and researchAtlas regional ownerPlanned
5Full committeeFollow up task within 5 business days of any requestAtlas regional ownerPilot measures this

Next steps

Before the Oct 16 decision

  • Six briefs approved and accepted by salesdone
  • Shared buying committee model approveddone
  • Qualify or replace the 4 returned accounts (Kira, Sep 30)open
  • Refresh stale sources before outreach wording is approvedopen
  • Name a regional owner for every account before kickoffopen

The live page in FuseBase

This document as a FuseBase page, read-only from the Northwind Demand workspace. Changes made there appear here.
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