Professional Services Team Handbook

The Professional Services team at GitLab is a part of the Customer Success department helping customers achieve value faster.

The Professional Services team at GitLab is a part of the Customer Success department.

Here are links to the most popular Professional Services topics.

Team functions

The Professional Services team is organized according to specialized functions and responsibilities. Click a Function link below to access details for specific team workflows and responsibilities.

Function Responsibilities
Delivery & Project Management Service delivery planning and execution through specialized Engineers and Project/Program Managers
Engagement Management Opportunity and SOW scoping and closing in collaboration with GitLab Sales team members
Instructional Design and Development Educational content creation, deployment, and maintenance
Practice Management Definition, planning, go-to-market, and delivery tooling/maintenance for professional services offerings
Professional Services Operations Project Coordination, scheduling, and backend processes
Professional Services Technical Architect Team technical leadership, project quality and technical escalations

Direction

Mission

GitLab Professional Services enables customers and partners to accelerate the time-to-value of GitLab implementations through tailored expert-level hands-on and advisory engagements to increase operational efficiencies, deliver better products faster, and reduce security and compliance risks.

Goals

  1. Measure benefits of Professional Services’ contributions to product growth, adoption, retention, and time-to-value to drive internal stakeholders (Sales, Product, CS), external customers and partner success
  2. Predictably meet or exceed company financial performance goals for Professional Services through services delivery by overachieving project goals while maintaining project profitability targets
  3. Increase market opportunities and delivery elasticity by expanding to a partner-leveraged delivery model in order to reach more customers
  4. Ensure high-quality service delivery for GitLab direct and partner delivered services

Value of Professional Services

  1. With PS engagement, customers start leveraging the full capabilities of GitLab earlier with improved proficiency, reduced risk, and increased competitive advantage.
  2. When engaging with Professional Services, customers adopt at higher rates in both stage expansion and active user growth.
  3. Partners benefit from GitLab PS expertise, advocacy and credibility to help grow their business practice while helping improve customer success, and increase ARR.

GitLab Professional Services Methodology

GitLab Professional Services offerings sold and scoped by the PS Engagement Management team in partnership with the GitLab Account teams. Services are delivered directly by GitLab team members or by partners. We are building out the partner selling and delivery process to:

  • Ensure we have local coverage globally
  • Improve our ability to deliver engagements around new GitLab product capabilities
  • Scale professional services in alignment with GitLab business growth
  • Create a partner revenue stream

Team Members

Check out the professional services team page

Team metrics

GitLab Professional Services measures success through tracking business profitability and resource utilization.

  • Billable utilization is time worked on defined scope that will be charged to a customer according to a contractual SOW, as applicable.

What is a billable hour?

In simplest terms, any work done on behalf of advancing the customer engagement is considered “billable time”. This includes white board time, research into features or tools, and discussion with other internal GitLab engineering teams.

When in doubt, consult with the Program/Project Manager assigned or a Delivery Manager for guidance. For specific tools enablement, engineers should log time against the engagement, uncheck the “Billable” box for the time entry (in Kantata), and add a note to explain the work.

Customer Satisfaction (CSAT) This performance indicator measures how satisfied our customers are with their interaction with the GitLab PS team. This is based on survey responses from customers sent at the end of each engagement. On a scale of 1-5, if the customer submits a 4 or 5, we consider this Customer to be Satisfied with the services delivered.

Professional Services offerings

GitLab offers a full catalog of professional services including implementation, migration, and education delivered by GitLab experts. Click the links to learn more about our framework and for a detailed listing of our standard SKU offerings.

Working with Professional Services

Follow these guidelines for contacting us and ordering Professional Services.


Delivery Checklists
Instructor Pre-Training and Post-Training Checklists
Developing Software for Professional Services
Discover how professional services develops software.
GitLab Certified Migration Services Engineer
How GitLab Professional Services validates engineering readiness to deliver Migration Services
GitLab Certified Trainer Program
Explore how GitLab Professional Services certifies trainers to validate their readiness to deliver Education Services offerings.
GitLab Professional Education Services
Technical Learning and Certification from GitLab Professional Services
GitLab Technical Certifications
Explore how GitLab Professional Services certifies engineers to validate their readiness to deliver Consulting Services offerings.
Partner Collaboration
Learn how the GitLab Professional Services organization collaborates with Partners.
Positioning Professional Services
Where to position PS in the Customer Journey Most professional service engagements happen during the …
Professional Service Operations
Learn about the GitLab Professional Services operations processes and workflows.
Professional Services Delivery Methodology
Learn the processes and methodology that GitLab Professional Services uses to help ensure Customer Success.
Professional Services Engagement Management
Describes the workflow and responsibilities of the GitLab Professional Services Engagement Manager.
Professional Services Engineering Workflows
Project Process Manager, Professional Services: Once an SOW has been approved and moved for Closed …
Professional Services Instructional Design and Development
Discover how the GitLab Instructional Design and Development team works together.
Professional Services Offerings
Find information about GitLab Professional services Offerings.
Professional Services Offerings Framework
Discover the various GitLab Professional Service Offerings and how they're organized into Categories and Types.
Professional Services Partner Invoice Example
An example invoice between GitLab Professional Services and our partners
Professional Services Practice Management
Discover how the GitLab Practice Management team works together.
Professional Services Pre-Sales Methodology
“Discover how GitLab Scopes Professional Services can fit into the Customer Journey during the presales cycle.”
Professional Services Project Management
The GitLab PMO & Delivery team accelerates Customer time to value through excellence in Professional Services Delivery. Throughout the [PS Customer Journey](https://lucid.app/lucidchart/13d16253-7bba-4082-9b72-761c6105c7ed/edit?viewport_loc=-24156%2C-2407%2C3862%2C1831%2Cm-5o7ONTd-nK&invitationId=inv_6a3429e9-eb45-4a96-b300-dc11bd10ff35), we work to deliver Projects within the agreed scope, timeline, and budget while embracing iteration to address evolving customer needs. Our success is measured by delivering solutions that enable customers to fully realize the benefits of GitLab products. You can find the list of PS Offerings [here](https://about.gitlab.com/services/).
Professional Services Remote Training Session Setup and Reporting
Explore how a GitLab Professional Services team members can setup and deliver a remote training.
Professional Services Technical Architect
Who We Are The Professional Services Technical Architect (TA) team at GitLab consists of highly …
PS Standard SKUs
Discover GitLab's Professional Services Standard SKUs
Remote Training Facilitation Best Practices
Find some tips and lessons learned for delivering a successful GitLab remote training .
Selling GitLab Professional Services
You can also watch the sales enablement session about how to sell services. A Note on Partner …
Services to Accelerate Customer Adoption
Discover the customer benefits and value of working with GitLab Professional Services.
Setting up your Development Environment
Tutorial on setting up Professional Services development environment
Working with Professional Services
Discover how to work with the GitLab Professional Services Team.