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Get ready for enterprise customers

Large organisations need security, compliance, admin controls and support before they buy. Plan these early.

About 3-10 daysChanges yearlyLast reviewed 5 November 2026

Who this applies to

Skills it builds
Commercial and business senseTechnical and AI fluency
PM types
All
Product types
Business software (B2B / SaaS)
Starting points
All
Ways of working
All
Experience
All
Size of organisation
All

Steps, by experience

Beginner (under 1 year)

  1. Collect common enterprise requirements from sales.
  2. Check what you have for security, single sign-on, permissions and audit logs.
  3. Check data protection and contract needs.
  4. Prepare answers to security questionnaires.
  5. Plan the gaps on the roadmap.

Intermediate (1 to 4 years)

  1. Assess security, admin and compliance gaps.
  2. Prepare standard security answers.
  3. Plan enterprise features.

Experienced (5+ years)

  1. Decide which certifications are worth the investment.
  2. Package enterprise features in a plan.
  3. Build an enterprise support model.

Who can do this

Owner: Product manager

Can be delegated to

  • Policy / Legal / Compliance: Review contracts and compliance
  • Tech Lead or Architect: Assess security and admin features

Reviewed by: Policy / Legal / Compliance, Tech Lead

Tool examples

Confluence
Keep a security and compliance answers library.
Jira
Track enterprise gaps as epics.

Definition of done

  • Requirements collected
  • Gaps assessed
  • Plan agreed

Common pitfalls

  • Finding gaps in a sales deal
  • Building custom features for one customer
  • Underestimating compliance effort

If you lead the team

What good looks like: Security, compliance, admin controls and support are ready before chasing large customers.

Ask your PM

  • What do large customers ask for that we can't yet provide?
  • How long do security reviews take us?

Warning signs

  • Deals stall on security questionnaires.
  • Enterprise features are built deal by deal.

Do these first

Sources