Value Discovery
Success Planning
Plan for a successful implementation, ownership of the solution, governance of the program, and change management.
Implementation Planning
Co-create a guide to understand and prepare for the scope, readiness, and “long poles in the tent” for the project.
Deliverable
Implementation Success Guide
Ideal Format & Timing
- Various meetings with SMEs and stakeholders to talk through questions
- 2-3 weeks
Key Activities
- Identify key risks to the business and develop mitigation strategies.
- Identify key decisions the business will need to make to facilitate the project implementation.
- Identify and address key constraints, including processes, regulations and other factors.
- Identify other risks to the project, such as timing implications, personnel, and environmental factors.
Benefits
- De-risks the project by understanding key risks and preparing mitigation plans for them.
- Identifies necessary business decisions that will impact timing.
- Identifies and aligns on key constraints before the project begins.
Ownership Planning
Create a guide to understand what the next stages looks like and how to prepare for successful ownership and maintainability of the solution.
Deliverable
Ownership Success Guide
Ideal Format & Timing
- Various meetings with SMEs and stakeholders to talk through questions
- 2-3 weeks
Key Activities
- Identify necessary changes in the steady state.
- Identify key resources, skills, and knowledge that will be needed to maintain the solutions post go-live.
- Identify transition and interim needs as phases are rolled out and legacy systems are sunset.
Benefits
- Ensures resources and processes are ready to maintain the solution on “Day 2.”
- Facilitates a smooth transition in critical business processes to maintain business-as-usual cadences.
Change Management
Create a change enablement guide and framework for the business based on organizational readiness, level of impact, and tolerance to change within the business.
Deliverable
Change Management Plan
Ideal Format & Timing
- Various meetings with SMEs and stakeholders to talk through questions
- 2-3 weeks
Key Activities
- Identify the scope of change requirement for suppliers and customers of the invoicing process.
- Identify a change management timeline and plan for the business.
- Identify communication and training timelines for the business.
- Understand and assess organizational readiness and adjust plans accordingly for each area.
Benefits
- Provides an early communication plan to stakeholders to help ensure proper adoption of new processes and technology.
- Provides a consistent messaging framework—rooted in business value terms—to communicate changes during the implementation.
Governance Model & Roster Design
Create a governance model and framework to use for the duration of the program, and identify key skills and roles needed for implementation and ownership.
Deliverable
- Program Roster
- Governance Document
Ideal Format & Timing
- Various meetings with key stakeholders to talk through questions
- 1-2 weeks
Key Activities
- Identify all key stakeholders and their roles/responsibilities on the project.
- Define the types and frequency of communication cadences.
- Determine a framework for how conflict and decisions are resolved.
- Identify necessary resources to meet the skill and knowledge requirements for the project.
Benefits
- Defines a framework for making decisions.
- Identifies the required resources for ensuring a successful project.
- Defines a communication plan to ensure stakeholders are aligned.
Data Migration & Integration Strategies
Create a glide path for migrating and cleaning data, working through proper placement of function and data, and implementing system integration strategies.
Deliverable
Data, Migration, and Integration Strategy Document
Ideal Format & Timing
- Various meetings with SMEs and stakeholders to talk through questions
- 3-4 weeks
Key Activities
- Identify the types of data required from the business and assess the state of readiness of that data.
- Identify limitations in accessing, controlling, and determining the flow of data.
- Identify data migration needs, such as types, format, time period, and readiness of the data.
- Identify key integrations and who owns that integration (e.g. internal teams and third parties).
Benefits
- Lists potential roadblocks or "long poles in the tent" around critical areas for implementation and defines alternative plans.
- Defines dependencies on other teams that could hinder the project timeline.