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The Methodology

The 6D Assessment

Six dimensions. Ten domains. 240+ assessment data points. A framework built from two decades of running partner programs, not from a whiteboard.

Why Six

Most Assessments Use Three Dimensions. Partner Programs Need Six.

The standard consulting approach evaluates partner programs across People, Process, and Technology. It's a fine framework for IT projects. It's incomplete for partner ecosystems.

Partner programs are fundamentally economic constructs. The margin structure, incentive design, and cost-to-serve model drive partner behavior more than any portal feature or training module. Yet traditional assessments treat economics as context, not a dimension.

"Data quality is consistently the number-one operational pain point in every partner program I've assessed. Not technology. Not process. Data. If you can't measure it, you can't manage it, and most programs can't measure what matters."

Partner experience determines whether a program succeeds or fails in the market. Partners choose where to invest their time. If your portal takes 47 clicks to register a deal, they'll register it with your competitor who takes 4.

The 6D framework adds Policy & Economics, Data & Analytics, and Partner Experience to the standard three. Applied across 10 operational domains with 240+ assessment points, it produces findings that are specific, scored, and tied to financial impact. It didn't come from a whiteboard. It came from running these programs for two decades.

The Six Dimensions

What Gets Evaluated, and Why

Every RouteWorks engagement applies all six dimensions. No exceptions. Each dimension captures a distinct failure mode that the others miss.

PE

Policy & Economics

Program rules, margin structure, incentive budgets, cost-to-serve by route, marketplace economics. The financial architecture that drives partner behavior. Most programs fail here first — incentive structures that reward the wrong behavior, or economics that make the math not work for the partner.

Revenue leakage hides here.
PO

People & Organization

Roles, staffing ratios, decision rights, governance bodies, executive sponsorship. Who owns what and whether the organizational structure actually supports the program strategy. A technically sound program fails without the org to run it.

Ownership gaps create execution gaps.
PG

Process & Governance

Workflows, SLAs, escalation paths, approval chains, audit trails. The operational machinery that determines execution speed and partner trust. This is where partner satisfaction is won or lost day-to-day.

The operational machinery most assessments skip.
DA

Data & Analytics

Data quality, integration health, reporting accuracy, attribution models, dashboards. The measurement infrastructure most programs lack. If you can't attribute revenue to the right route and partner, you're making program decisions on bad information.

Bad data produces bad decisions at scale.
TA

Technology & AI

Platform architecture, PRM/CRM integration topology, automation maturity, AI readiness. Whether the tech stack enables the program or constrains it. Most stacks were built around features, not around the route types they're supposed to support.

Tech debt is program debt.
PX

Partner Experience

Portal usability, self-service capability, onboarding friction, satisfaction, time-to-value. How partners actually experience working with you — not how the vendor thinks they experience it. PX predicts partner retention and revenue durability when programs change hands.

The dimension most commonly skipped. The one that predicts flight risk.
Ten Domains

Applied Across 10 Operational Domains

The six dimensions are applied within each domain, producing a scoring matrix that reveals where the program is strong, where it's fragile, and where the highest-impact fixes are.

01
PRM Core Partner relationship management platform, portal architecture, and integration topology.
02
Channel Sales Pipeline management, deal registration, opportunity routing, and co-sell coordination.
03
Channel Incentives Rebates, SPIFFs, MDF, co-op, deal registration bonuses, and tiering economics.
04
Channel Marketing Partner-led demand generation, TCMA, content management, and campaign execution.
05
Training & Enablement LMS architecture, certification programs, onboarding workflows, and knowledge management.
06
Performance Management Scorecard design, partner segmentation, business planning, and governance cadence.
07
Channel Data Management Data quality, attribution architecture, analytics reporting, and dashboard design.
08
Route-to-Market Architecture Route type design, channel conflict management, and go-to-market alignment.
09
Compliance & Legal Program terms, contract management, regulatory compliance, and audit readiness.
10
Hyperscaler & Marketplace Operations Cloud marketplace listing, co-sell motions, CPPO/MPPO architecture, and hyperscaler incentive management.
240+ individual assessment data points distributed across the 10 domains and 6 dimensions. Scored on a 1-5 maturity scale. Every score is evidence-based. Impressions are not evidence.
Deliverables

What Every Assessment Produces

Every engagement produces findings that are evidence-based, dimension-tagged, and dollar-denominated. Designed to survive scrutiny from a CFO, a PE investment committee, or a Board.

6D Maturity Scorecard

A scored heatmap across all six dimensions and applicable domains. Shows exactly where the program is strong, where it's fragile, and what the maturity gaps are by route type.

Financial Impact Summary

Revenue at risk, cost of inaction, and recovery opportunity in dollar terms. Every finding is attached to a financial consequence. This is what makes recommendations actionable, not advisory.

Risk Register

Quantified risks ranked by probability and revenue impact. Includes dimension tagging so every risk maps back to the root cause, not just the symptom.

Prioritized Action Roadmap

90-day quick wins separated from 6-12 month structural improvements. Effort and impact scored. Designed for an operator to execute, not for a consultant to present and leave.

Engagement Types

Nine Ways to Engage

Engagements are scoped to the situation — complexity, route mix, and timeline. Most start with a 30-minute conversation. No minimum spend to have that call.

Rapid Diagnostic

Cascade Diagnostic

Structured intake of strategic intent, product competitive position, route types, and constraints, run through the RouteWorks Cascade Engine. Produces incentive architecture and channel design recommendations with trade-off options in a single session. The fastest way to get directionally correct before committing to a full engagement.

Scope: Upstream inputs Duration: 1-2 days
Baseline Assessment

Partner Program Baseline

A structured 6D evaluation across your active route types. AI-assisted assessment with operator validation, scored across all six dimensions. Delivers a maturity baseline, financial impact summary, and prioritized action roadmap. Designed for companies that need a defensible diagnosis without a multi-month commitment. Baseline fee credited toward any full engagement within 90 days.

Scope: All 6 dimensions, up to 3 routes Duration: 2-3 weeks
Full Assessment

6D Partner Systems Assessment

Comprehensive diagnostic across all 10 domains and 6 dimensions. Stakeholder interviews, systems review, partner feedback, financial impact analysis. Produces a scored maturity heatmap, risk register, and 90/180-day prioritized roadmap.

Scope: All 10 domains Duration: 3-4 weeks
PE Diligence

M&A Partner Due Diligence

Compressed-timeline assessment designed for PE deal processes. Evaluates partner concentration risk, revenue durability, integration complexity, and ecosystem health. Strategic intent is derived from PE deal team inputs — hold period, entry multiple, exit target — not management self-reporting. Management systematically overstates growth intent. If the program architecture doesn't match what the investment thesis requires, that misalignment has a dollar value. We produce that number. Investment committee-ready deliverables.

Scope: All 10 domains (compressed) Duration: 2-3 weeks
Architecture

Partner Program Architecture Design

Design or redesign of program structure, economic models, tiering, and operational systems. For companies building new partner programs or transforming existing ones that have outgrown their infrastructure.

Scope: 8 domains Duration: 6-8 weeks
Marketplace

Marketplace Readiness Assessment

Evaluate readiness to list, transact, and manage co-sell through AWS, Azure, and GCP marketplaces. Includes channel conflict analysis, financial impact modeling, and an acceleration roadmap.

Scope: 5 domains Duration: 3-4 weeks
Route Assessment

Route-Specific Partner Assessment

Focused assessment of a specific partner route — MSP program, distribution model, SI ecosystem. Ideal when you know which route needs attention but need the diagnostic to quantify the gap and design the fix.

Scope: 4-6 domains, single route Duration: 2-3 weeks
Retainer

Executive Advisory Retainer

Ongoing access for channel strategy, partner escalations, program design decisions, and board-level partner strategy. An experienced operator on call without a full-time hire.

Scope: Varies Duration: Monthly
Public Sector

Public Sector Partner Assessment

Full 6D assessment with Federal and/or SLED overlay. Covers contract vehicles (GSA, GWACs, BPAs), compliance requirements (FedRAMP, CMMC, ITAR), procurement cycles, and public sector partner economics.

Scope: All 10 domains + Federal/SLED overlay Duration: 4-6 weeks

Engagement scope and investment are determined in an initial conversation. Most clients have clarity on fit within 30 minutes.

Not sure which engagement fits? Start with a conversation.

Most clients start with a 30-minute call. We'll discuss your situation, identify the right engagement type, and outline what the first step looks like. You'll talk directly to the person doing the work.

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