About this demo
This resource provides a comprehensive checklist to help customer teams plan, run, and follow up on successful Atlan demos. It breaks down the entire process—from pre-planning to post-demo communication—ensuring that every demo is structured, relevant, and impactful.
The pre-planning section covers critical logistics like scheduling, understanding the audience, selecting the right demo environment (Atlan instance vs. customer instance), and preparing participants. It also recommends sending pre-demo communications to ensure attendees can log in and complete any required pre-work.
In constructing the demo, the guide suggests selecting scenarios tailored to the audience, such as onboarding a new data team member, assessing the impact of schema changes, building dashboards, or providing business users with more context. It emphasizes finalizing demo assets with rich metadata (owners, descriptions, lineage, custom metadata, ReadMes, etc.) and aligning on a run-of-show that includes introductions, interactive scenarios, feature walk-throughs, Q&A, and a feedback survey.
The run-the-demo section details execution tips such as recording the session, walking through prepared scenarios, showcasing collaboration tools (Slack, Jira, GitHub, extensions), and including optional features like Atlan AI, Glossary Insights, or the Reporting Center if time allows.
Finally, the post-demo section outlines how to reinforce the demo’s value by sending follow-up emails with summaries, Q&A highlights, survey links, and additional learning materials. The appendix provides even deeper detail on showcasing specific features like asset profiles, glossary navigation, and lineage exploration, complete with practical tips and step-by-step navigation guidance (pages 4–5).
By following this checklist, teams can ensure their Atlan demos are engaging, aligned with audience needs, and clearly highlight the platform’s value in supporting business and data initiatives.