IT Roadmap and Strategy

Carving out the future state

Helping technology leaders formulate their go-forward roadmap and strategy

Sample Deliverables for Tech Assessment Engagements

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Helping IT executives figure it all out

Working closely with IT executives to capture strategic and tactical planning for both budgeting and forecasting purposes.

Budgeting and forecasting

Our teams are able to effectively augment the time and focus of IT executives in the position CTO, CIO, VP of Technology, VP of Software, and all similar roles to help establish in great detail the technology cost and labor requirements for budget planning and cost forecasting.

Modernization planning

Senior technical architects, senior project management consultants, and technical analysts team-up to compose multi-year and usually multi-million dollar modernization planning materials. These often help set the stage for substantial investments - essential for decision making.

System and data integration

Senior consultants of various types work closely with client project managers, subject matter experts, and analysts to compose critical planning materials. These materials often include project plans, gantt charts, dependency diagrams, timelines, slide decks, and various wall-sized detailed mappings to help set the stage for a successful system or data integration project.

Planning IT modernization or integrations

The IT roadmap and project planning process can be grueling and require many months of work. While the process typically varies from client to client, the baseline model may resemble these core steps or phases.

Step 1

Framework of Analysis

  • Establish the agreed upon framework for interviews, assessments, and analysis
  • Confirm suite of deliverables from available options

Step 2

Oversight & Reporting

  • Client oversight designations
  • Reporting intervals confirmed
  • Project plan ratified

Step 3

Personnel & Schedule

  • List of interviews with attendees
  • Topics and coverage areas
  • Schedule published

Step 4

1st Round of Interviews

  • 1st round of interviews
  • Captured content transcribed & modeled
  • Reporting to oversight

Step 5

Draft of Project Planning Skeleton

  • 2nd round of interviews
  • Captured content transcribed & modeled
  • Reporting to oversight

Step 6

2nd Round of Interviews

  • 2nd round of interviews
  • Captured content transcribed & modeled
  • Reporting to oversight

Step 7

Refined Project Plan

  • Further iterations of the project plan
  • Re-creation on mockup/designer canvas with design professionals
  • Accents and layers added to the plan as visualizations

Step 8

Delivery Session

  • Branded edition of deliverables prepared, printed, presented
  • Final stakeholder update/delivery

Samples from a few of our popular engagement types

Our assessment engagements typically produce comprehensive, diagnostic, wall-sized diagrams that have garnered some critical conversations.

Enterprise Application Topology Engagements

A comprehensive suite of diagrams showing systems, applications, databases, and server infrastructure.

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Application Integration Assessment Engagements

An effort aimed at narrowly documenting how specific applications integrate in the enterprise, and what options may exist for enhancing, replacing, or migrating those integration points.

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IT Roadmap and Strategy Engagement

Working with IT leadership to compose artifacts that shape the budget, staffing, integration/migration planning, and all other projects in scope.

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Common deliverables from IT roadmap and strategy engagements

Deliverables from these IT Roadmap and Strategy engagements can often provide senior management, technology executives, and similar audiences, with a strategic view of the technology migration and modernization footprint over phased intervals.

IT Roadmap

Supporting modernization planning or annual budgeting efforts, these IT Roadmap diagrams provide 5 to 10 year timelines showing a phased implementation plan with overlapping and complex dependencies.

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Dependency Diagrams

Application & project milestone dependencies visualized, showing relational and logical flows.

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AS-IS Diagrams

Typically the As-Is views will showcase the entire suite of applications across the enterprise, color-coded and clustered into dimensions, depending on the nature and needs of the client. Hexagonal is just one of many types of visual approaches to these types of diagrams.

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To-Be Diagrams

These To-Be Diagrams would present potential views of a future state of the applications, post modernization or post-integration. This entirely depends on the direction and initiatives of the client and can vary widely.

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Application Topology Diagrams

These comprehensive and intricate topology diagrams help to capture the specific and far-reaching integrations within all applications in the enterprise. Clients may look at the entire picture, or choose to limit the purview to just a specific subset of applications and databases.

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Other assessment engagement types

Aside from our full service technology software consulting general offerings, we offer various other types of consultative assessment engagements, including these below.

Connect with our team for a focused,  collaborative session aimed at framing a potential engagement.

Schedule Call

Assessment Discovery Call

Senior consultants with previous experience with these types of projects can set the stage for a well-framed engagement.

Discovery Call Details

Product Deep-Dive

A focused session on your specific software applications, platforms, or projects. Typically this includes technical resources from both sides.

Product Call Details