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Roadmap Planning

Build a long-term strategy to support business growth goals and stay ahead in order-to-cash (O2C) ecosystem changes.

Future Framing

Review a company-level roadmap and break it down into actionable components to orchestrate across the billing system and supporting processes required to facilitate those changes.

Deliverable

Value Roadmap Document

Ideal Format & Timing

1-2 weeks

Key Activities

  • Review company-level objectives, goals, and roadmap and identify any required changes needed to the billing system.
  • Build a plan of key activities and actions to accomplish identified objectives.

Benefits

  • Experts help identify the scope and changes needed within the billing system to facilitate business outcomes.
  • Provides a working document to facilitate action, communication, and progress measurement.

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Value Roadmap of O2C

Expert resources co-create a digital transformation and change management strategy around the evolving business's O2C ecosystem.

Deliverable

Findings & Recommendation Document

Ideal Format & Timing

3-4 weeks

Key Activities

  • Help the stakeholders understand the business's current state O2C processes and what a future state looks like when following best practices.
  • Identify existing friction points, risks, and bottlenecks inhibiting long-term growth within the business's O2C ecosystem.
  • Write recommendations for processes, systems, and knowledge needed for long-term success.

Benefits

  • A team of third-party experts evaluates the current state of the business's O2C processes and diagnoses pain points and long-term needs.
  • Provides recommendations based on best practices for the entire ecosystem—not just technology.

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Value Check-in

Establish a regular cadence (or one-time follow-up) to check in on emerging pain points for stakeholders and define actionable ways to realize more value from the solution.

Deliverable

Value Check-in Document

Ideal Format & Timing

1 week

Key Activities

  • Collaborate with stakeholders to Identify the main challenges and pain points with the solution.
  • Utilize stakeholder feedback to establish priorities and timeframes for addressing identified pain points.
  • Develop a tangible action-item plan to achieve those deliverables.

Benefits

  • Experienced third-party facilitates discussion among stakeholders to define and align on next steps to derive more value from the solution.
  • A tangible action plan can be measured and tracked toward progress.

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Value Growth
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Phase N+ Planning

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