Value Discovery
Problem Identification
Identify the problem landscape, evaluate the current state, work through the root cause, and understand the macro environment of your business.
Problem Landscape Analysis
Interview key stakeholders 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 minutes 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 a problem statement list.
- Divide problem statements into themes relevant to the business.
Benefits
- Identifies a complete 360-degree view of problems.
- Lists problem statements to determine urgency, size, and approach to resolve.
- Allows for early stakeholder involvement in the project.
Current State Mapping
Identify and map the current state of processes, systems, and data flows across the current order-to-cash (O2C) ecosystem.
Deliverable
Current State and Challenges Overview Map
Ideal Format & Timing
- Group working session(s)
- At least one full-day workshop is recommended
- 1-2 weeks to complete depending upon availability and number of working sessions needed
Key Activities
- Provide a high-level overview of key O2C processes or areas that exist within the business.
- Map the current solutions, processes, and activities for each team.
- List the challenges for each area caused by the current solution and processes.
- Prepare a readout and clean copy of the data captured during the workshop.
Benefits
- Identifies 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.
Root Cause Analysis (RCA)
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
- 1-2 hour discussion per problem
- Timing and number of sessions depends on the complexity of the problem
- 1 week following sessions to prepare deliverable
Key Activities
- Select the problem statements to explore RCA.
- Use one of several techniques to facilitate discussion with key SMEs about the problem statement.
- Summarize findings into RCA Assessment Document.
Benefits
- Explores root causes using proven methods, facilitated discussions, and the experience of subject matter experts.
- Offers clarity about the root cause of problems and avoids solutions for symptoms.
Align Stakeholders
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
- Conversations with champion
- Various meetings with other stakeholders
- 2-3 weeks
Key Activities
- Identify with key champion or stakeholders the current business landscape and project challenges.
- Identify how to articulate the problem, urgency, and impact to resonate with the audience and demonstrate business value.
- Showcase the future state overview and benefits in terms of business value.
- Identify hurdles that need addressing to launch the project internally.
Benefits
- Uses industry and market best practices and research to bolster business case.
- Translates needs into business value terms that will resonate with the audience.
- Provides assistance from a third party with 25+ years of experience in billing to create a business value case.