Mar 10, 2026
Blacklit

Autodesk, Inc.

Software - Application

Discovery Playbook

Strategic Thesis

Autodesk’s subscription-renewals automation and increased partner leverage—across product families like Construction Cloud (BIM 360), AutoCAD/Revit/Civil 3D, and Fusion 360—creates comp/incentive governance complexity that Finance will scrutinize at quarter-end; Lattice should win as the audit-ready control layer (Compensation + People Analytics + AI Agent) that reduces exceptions/disputes and manager ticket load without displacing Autodesk’s HRIS.

Immediate — 30 Days

1

Rewrite outreach to lead with Autodesk-specific quarter-end risk: ‘partner crediting + renewals overlays + 47-country approvals’ and offer a 30-minute working session on exception reduction.

Generic ‘engagement’ language fails the name-swap test; Autodesk’s concrete risk is GTM-motion change colliding with global governance. A working session framed around Construction Cloud/renewals scenarios signals relevance and maturity.

SDR

2

Build an Autodesk stakeholder path that mirrors their governance reality: Total Rewards (owner) + HR Ops/People Analytics (systems) + Finance (controller/FP&A aligned to GTM spend) + RevOps/Comp Ops (crediting disputes).

At Autodesk scale, a single-threaded HR sale dies in cross-functional review. This map anticipates who will veto on auditability, integrations, and payout risk.

AE

3

Run discovery anchored on Autodesk’s product/GTM realities and data handoffs: renewals vs expansion, partner-influenced deals, Construction Cloud motions, and reconciliation to CRM/CPQ/billing.

Autodesk specificity comes from testing where disputes originate (credit splits, geo overlays, multi-product bundles) and which system handoffs break (e.g., Salesforce/CPQ/billing ↔ HRIS ↔ comp tooling/spreadsheets).

AE

4

Share a one-page ‘Autodesk Global Cycle Governance Pilot Charter’ on call #1: scope (1 org + 2 geos), controls (entity/geo approval matrix, RBAC, audit export), integrations (SSO + HRIS + CRM/CPQ/billing assumptions), and measurements (exceptions, disputes, reconciliation variance, manager ticket deflection).

Autodesk will resist broad change due to cycle risk and change fatigue; a governance-heavy, tightly scoped charter matches how they buy and how Finance will evaluate risk.

Sales Leadership

Short-Term — 60 Days

Demo a ‘Construction Cloud comp governance command center’: rule/versioning, geo/entity approvals, audit-log export, and an exceptions dashboard that tags partner attribution vs renewals overlays vs eligibility/proration.

Tying the demo to Construction Cloud (BIM 360 lineage) and partner/renewals mechanics makes it non-transferable to a random enterprise and reinforces the control-system narrative.

SE

Demo Lattice AI Agent with Autodesk cycle moments: manager asks about proration for mid-cycle transfers across countries/entities, eligibility on partner-influenced deals, calibration guidance, and timelines—show curated answers + escalation + deflection reporting.

Autodesk’s 47-country footprint makes policy interpretation and edge cases inevitable; the value is reducing HR/Comp Ops ticket spikes while producing telemetry to improve policies.

SE

Propose a finance-defensible evaluation design: holdout comparison for one renewals/partner program, measuring dispute rate, approval cycle time, exception hours, and reconciliation variance against booked/billed outcomes.

Autodesk will discount ‘ROI’ unless it reconciles to Finance reality; a controlled design and reconciliation-linked metrics survive scrutiny.

AE

Strategic — 90 Days

Sequence rollout to reduce Autodesk’s cycle risk: start with AI Agent for HR helpdesk and policy Q&A, then Compensation governance modernization, then People Analytics for ROI/audit reporting across regions.

This matches Autodesk’s change-fatigue environment and proves reliability before touching high-stakes payout workflows.

Sales Leadership

Position explicitly against HRIS-suite ‘good enough’ modules using Autodesk’s audit needs: show why suite modules struggle with rule/version control, approvals by entity/geo, and dispute workflows tied to partner/renewals complexity.

Autodesk’s default is consolidation; the win is reframing Lattice as risk reduction and operational control during quarter-end and global cycles—areas where ‘bundled’ often under-delivers.

AE

Procurement package for Autodesk risk standards: peak-window SLAs for review/comp cycles, incident response, data retention/residency posture for multi-country needs, and a rollback plan with a quarter-end readiness checklist.

Autodesk’s biggest objection will be operational risk during critical windows; pre-committing to readiness artifacts and controls accelerates InfoSec/Finance approvals.

Sales Leadership

Do Not

Don’t pitch Lattice as replacing Autodesk’s HRIS; frame it as the governance/control layer that integrates with HRIS/CRM/finance systems.

Don’t lead with generic engagement/performance value—lead with Autodesk’s renewals + partner attribution edge cases, 47-country approval matrices, and quarter-end auditability.

Don’t run a pilot without Finance/Controller participation and reconciliation metrics; Autodesk will reject results as non-auditable and block expansion.

Go Deeper

Blacklit

Autodesk, Inc. · Discovery Playbook

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