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Pre-Sales Engineering

The important next step for your solution.

Most security purchases go wrong before anyone touches the product - sized for the wrong throughput, scoped against the wrong topology, configured for an environment that doesn’t match reality. Our pre-sales engineering (or “design-in”) service is the work that happens between the initial conversation and the purchase order, so the solution you buy is the solution you actually need.

What’s Included

The pre-purchase work that gets skipped on most deals

Following an initial needs assessment, our engineers develop the design and architecture plan tailored to your specific network and operational requirements. Included before you sign anything.

Network mapping & planning

We document your current topology - sites, links, gear, key applications, traffic patterns - so the proposed design fits the network you actually have, not the one a vendor data sheet assumes.

Infrastructure reuse assessment

Some of the gear you already have probably belongs in the new design. We assess what stays, what gets repurposed, and what genuinely needs to be replaced, so you’re not paying to replace working equipment.

Legacy migration strategy

If you’re coming off an older product or another vendor, we build the migration plan: order of operations, parallel-run windows, rule conversion, rollback criteria. Migration risk is mostly a planning problem.

Site-survey recommendations

For wireless, branch, and physical-network projects, we do the site survey work: coverage planning, RF design, switch placement, cabling assessment. Recommendations grounded in actual measurements, not floor plans.

Product sourcing

Hardware, software, cloud services, accessories. Once the design is locked, we source every part - including the bits a single-vendor partner wouldn’t carry. One quote, one delivery, one accountable team.

Backup & DR strategy

Security and infrastructure don’t end at the perimeter. Where appropriate, our pre-sales work includes backup, virtualization, and disaster-recovery planning that wraps around the security design.

Methodology

From conversation to architectural plan

The design-in process is grounded in the engineering discipline of our parent firm. It works in four phases, each with a concrete deliverable.

  • Initial consultation. A scoping conversation: what are you trying to solve, what do you have today, what’s changing, what’s the budget envelope and timeline?
  • Needs assessment. Documented requirements, current-state topology, gap analysis. The artifact you can hand to your team or board to show the work was done.
  • Architecture & design. Detailed solution architecture: products selected and sized, integration points, migration order, success criteria. Physical-network topology documentation included.
  • Proposal & sourcing. Bill of materials, pricing, timeline, statement of work. Everything you need to make a final purchase decision, with no hidden line items waiting for the deployment phase.
Four-phase process 1 Consult 2 Assess 3 Design 4 Propose Deliverable at every phase
Who It’s For

Best fit for organizations doing real planning

This isn’t a courtesy demo. If you’re evaluating a serious deployment - new infrastructure, replacing legacy, scaling up - pre-sales engineering is where decisions get de-risked before procurement.

1

Planning an infrastructure upgrade

End-of-life gear, capacity has been exceeded, or modernization is overdue. Pre-sales engineering scopes the new design against the realistic constraints of your existing environment.

Right-sized from the start
2

Migrating from another vendor

You’re moving off a Cisco, Fortinet, or any other competing product. Migration planning is where most pain happens - or doesn’t. Better to do the work before signing.

Migration risk de-risked
3

Evaluating reuse vs replace

You have working gear and you’re not sure how much of it has to go. An honest assessment from someone whose paycheck doesn’t depend on selling you all-new equipment.

Reuse where it makes sense
Pairs Well With

Pre-sales is one phase

Design-in is the work before the purchase. Deployment is the work after. Together, they’re what turns a quote into a working solution.

Optrics Service

Deployment, Migration & Tuning

The next phase after design-in. Once the architecture is locked, our engineers handle the cutover, the rollout, the user training, and the post-deploy tuning.

Services

All services

Pre-sales engineering is one of several services we offer alongside the Sophos product portfolio. See the full list to find the one that fits.

About

About Optrics

Why pre-sales engineering matters more from a licensed engineering firm than from a typical reseller. Our story and the standards we operate under.

Ready to do the work before the purchase?

Book a design-in consult to scope your project, or request a quote with our engineering team included. Either way, no obligation - and the work happens before you sign anything.