Problem Identification

Identify the problem landscape, evaluate current state, work through root cause, and understand the macro environment of your business.

Problem Landscape Analysis Current State Mapping Root Cause Analysis Stakeholder Alignment

Problem Landscape Analysis

Interview key stakeholders across the process to determine current challenges, identify themes, and build a list of strategic and tactical problems.

Deliverable

Problem Landscape Map

Ideal Format & Timing

Individual interviews with each stakeholder (30 min each)
10-15 stakeholders
2-3 weeks to complete

Key Activities

Work with the key champions to understand the high-level overview and background
Schedule and conduct interviews with stakeholders
Identify common themes and determine problem statement list
Divide problem statements into themes relevant to the business

Benefits

Identify a complete 360-degree view of problems
Visually see list of problem statements to determine urgency, size, and approach to resolve
Get early stakeholder involvement in the project

Current State Mapping

Identify and map current state of processes, systems, and data flows across the current order-to-cash ecosystem.

Deliverable

Current State and Challenges Overview Map

Ideal Format & Timing

Group working session(s)
Typically, at least one full-day workshop is recommended
1-2 weeks to complete depending upon availability and number of working sessions needed

Key Activities

High-level overview of key order-to-cash processes or areas that exist within the business
By area, map the current solutions, current processes, and current activities done within each (and what team does them)
By area, list the challenges the current solution and processes causes for various stakeholders
Post working session, prepare a readout and clean copy of the data captured

Benefits

Helps to ensure early stakeholder buy-in to overall project and program
Allows a more thorough understanding of current state processes and tasks
Helps uncover friction, pain points, and challenges with the current state process today that may not yet be known

Root Cause Analysis

Guide stakeholders through deep-dive exercises about the problem statements to identify the underlying and upstream causes.

Deliverable

RCA Assessment Document

Ideal Format & Timing

Group working sessions
Typically, a 1-2 hour discussion per problem
Timing and number of sessions is dependent upon the complexity of the problem
1 week following sessions to prepare deliverable

Key Activities

Select the problem statements to explore RCA
Utilize one of several techniques to facilitate discussion with key SMEs about problem statement
Summarize findings into RCA Assessment Document

Benefits

Identify a complete 360-degree view of problems
Visually see list of problem statements to determine urgency, size, and approach to resolve
Get early stakeholder involvement in the project

Stakeholder Alignment

Co-create analysis, business cases, or engagement plans to help align internal stakeholders and properly prioritize the project within your organization.

Deliverable

Business Value Overview Document

Ideal Format & Timing

Most work will be done with conversations with champion
Variety of other meetings for questions with other stakeholders
2-3 weeks total

Key Activities

Identify with key champion or stakeholders the current business landscape and challenges surrounding the project
Identify how to articulate the problem, urgency, and impact to resonate with audience and demonstrate business value
Showcase future state overview and benefits in terms of business value
Identify what other hurdles need to be addressed to launch the project internally

Benefits

Utilize industry and market best practices and research to bolster business case
Translate needs into business value terms that will resonate with the audience
Assistance from a third party with 25+ years of experience in billing to create a Business Value Case

Value Discovery

Uncovering Value

Value Management

The solution to tech-project regret

Companies across all industries struggle to successfully implement the software they've purchased, resulting in unrealized value, frustration, and regret. Regret often occurs when problems are misdiagnosed as a symptom or not fully known or understood. Focusing on business-value outcomes helps ensure the real problems are solved.

Get Started with Value Management