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Uncovering Value

Define business outcomes, uncover current solution impacts, identify feasible future state, and make a digital transformation plan to get there.

Value Framing

Define and align on what success and value looks like to the business and translate current pain points into business value-based outcomes.

Deliverable

Business Value Framing Document

Ideal Format & Timing

  • Half-day workshop with stakeholders
  • 2-3 weeks total, including pre- and post-workshop work

Key Activities

  • Identify high-level business outcomes and objectives
  • Identify pain points from stakeholders and define themes
  • Define business value statements
  • Determine ways to measure and show progress on accomplishing those business value statements

Benefits

  • Third-party facilitated discussion to help define and align on business outcomes for the project (not the technical requirements)
  • Have a framework moving forward for use in making decisions, communicating, and measuring progress

Current Solution Impact Analysis

Deep dive into the current solution and processes to understand the real impact being caused throughout the business to maintain the status quo.

Deliverable

Current Impact Analysis

Ideal Format & Timing

  • Full-day workshop to understand current state processes
  • Follow-up sessions with specific SMEs as needed
  • 2-3 weeks total

Key Activities

  • Understand high-level process overview
  • Understand challenges and pain points from stakeholders
  • Dive into the impact those challenges cause for various SMEs across the business
  • Aggregate the data and prepare analysis

Benefits

  • Provide a tangible way to express pain points and challenges within the current state process
  • Provide a metric and financial driven argument to articulate the current solution costs—including hidden—to help show urgency

Future State Mapping

Working with business and technical stakeholders to identify and design a future state that is achievable for the business.

Deliverable

Future State Map

Ideal Format & Timing

  • Several working sessions with various stakeholders from across the business
  • 3-4 weeks total

Key Activities

  • Identify key areas for improvement from current state
  • Co-design a future state to address those areas (process, systems, and data)
  • Understand what constraints or out-of-scope limits exist and adjust future state accordingly
  • Address iterative or phased approach to implementing desired future state based on business needs

Benefits

  • Utilize order-to-cash experts to help design an achievable and realistic future state
  • Understand needs from the rest of the business in order to support billing implementation
  • Identify options for phased or iterative approaches to obtaining future state to minimize disruption to the business

Digital Transformation Plan

Construct an overarching plan—including more than just procuring a system—to go from the current to the future state, including key decisions to be made, resourcing, data flows, and overall program management.

Deliverable

Digital Transformation Plan

Ideal Format & Timing

  • Several working sessions with various stakeholders from across the business
  • 3-4 weeks total

Key Activities

  • Identify key decisions to be made that will impact vendor analysis process and end state design
  • Identify the level of change management scope and impact of the project on the business
  • Create a glide path of activities to facilitate the digital transformation plan

Benefits

  • Know what decisions are critical to the solution and vendor selection process
  • Have an overall plan to manage the program of a digital transformation, not just implementing a system on a technical level

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.