Define the strategy and outcomes
Assess the business priority, current workflow and baseline. Define target journeys and a practical transformation roadmap.
Shape digital strategy, redesign processes, evaluate vendors and govern implementation. Connect the intended business outcomes to decisions, delivery responsibilities and operating readiness.
A programme can meet milestones while the original operating problem remains. Vendor selection, process decisions, data migration, adoption and delivery governance need to be connected from the start.
A business sponsor, process owners, target outcomes and access to shortlisted vendor and delivery information.
Agree the scope, dependencies and responsibilities before work begins. Each workstream produces a defined output.
Assess the business priority, current workflow and baseline. Define target journeys and a practical transformation roadmap.
Translate journeys into weighted requirements, representative demonstrations and whole-life comparisons. Record assumptions and commercial dependencies.
Set workstreams, accountability, design reviews, change control and programme reporting. Track risks, dependencies and acceptance evidence.
Plan testing, migration, training, cutover and hypercare. Agree go/no-go criteria and the handover to service owners.
An indicative delivery route. Sequencing and timing follow the scope, dependencies and business readiness. The stages below define the evidence needed to proceed.
| Stage | Practical work | Decision gate | Accountable roles |
|---|---|---|---|
| 01Strategy | Agree outcomes, baseline and target journeys. | Business case | Business sponsor |
| 02Select | Evaluate vendors against real workflows. | Selection decision | Business + procurement |
| 03Design | Confirm the process and solution blueprint. | Design sign-off | Process + technology owners |
| 04Deliver | Govern configuration, build, testing and change. | Readiness evidence | Programme lead |
| 05Operate | Execute cutover, support and outcome review. | Service acceptance | Operations owner |
Confirm the roles and authority at the start. Record important decisions, control evidence and the route for unresolved risks.
Explore the core governance pillarOriginal mockups, built to show the structure and level of detail. All records, roles and statuses are illustrative; these are not client results or live product screens.
Illustrative evaluation / workflow evidence and decision criteria
The stages, decisions, owners and evidence connecting the recommendation to delivery.
The final pack reflects the agreed scope, with decisions, limitations, owners and next actions documented.
Establish the baseline and agree the measures before assessing improvement. These examples are discussion points, not promised results.
Risks, dependencies and decisions resolved against agreed gates.
Use of the new process, recurring workarounds and support needs.
Relevant service, cost, quality or productivity outcomes against the baseline.
A business sponsor, process owners, target outcomes and access to shortlisted vendor and delivery information.
Discuss this priorityStart with the business priority, the constraints you face and the decisions worth addressing together.
Discuss your priorities