The first stage starts with a conversation.
Tell us about your organization and what you want to improve. We will propose how to start.
Six stages, from understanding to continuous improvement.
Every engagement follows the same sequence. The depth of each stage, and the place we start, adapt to your organization's digital maturity and business objectives.
Same method, different starting points.
We assess digital maturity and clarify business objectives in the first two stages. Together they decide where the effort goes.
By digital maturity
| Maturity level | Where we usually start | Main emphasis |
|---|---|---|
| 1 · Paper and manual | Discover, Diagnose | Process mapping and essential digitization |
| 2 · Digitized but scattered | Diagnose | Connecting tools and removing duplicate entry |
| 3 · Connected systems | Strategize | Automation and data consolidation |
| 4 · Data-driven | Measure, Optimize | Predictive models and continuous optimization |
By business objective
Reduce operating costsProcess redesign and automation come first.
Improve decision-makingData consolidation and indicators come first.
Prepare for growthArchitecture and scalable systems come first.
What happens at each stage, and what you receive.
Discover
Understand the organization and its processes.
Key questionsHow does work actually get done?What are leadership's objectives?Which tools and data exist today?
ActivitiesInterviews with leadership and teamsObservation of key processesReview of tools, documents and data
Your involvementA leadership sponsor and key team members, a few hours each.
Example deliverableScoping noteDocument, 4 to 6 pages
Objectives and scope
People interviewed
Initial observations
Proposed diagnostic plan
Diagnose
Identify inefficiencies, bottlenecks, and opportunities.
Key questionsWhere are time, cost and quality lost?What does the data show?How mature are tools and practices?
ActivitiesProcess mappingAnalysis of operational dataDigital maturity assessment
Your involvementProcess owners validate maps and findings in working sessions.
Example deliverableDiagnostic reportReport and presentation
Current-state process maps
Bottlenecks and root causes
Baseline indicators
Opportunities ranked by impact
Strategize
Define the appropriate transformation roadmap.
Key questionsWhich opportunities come first?What are the options for each?How will success be measured?
ActivitiesComparison of solution optionsPrioritization by effort and impactTarget indicators for each initiative
Your involvementLeadership decides priorities in a steering session.
Example deliverableTransformation roadmapRoadmap and business case
Prioritized initiatives
Sequencing and dependencies
Target indicators
Budget and resource estimates
Engineer
Design, build, integrate, and deploy solutions.
Key questionsWhat exactly will be built or changed?How will it connect to existing systems?How will teams adopt it?
ActivitiesDesign with future usersIterative development and integrationTesting, deployment and training
Your involvementRegular reviews of working increments with your teams.
Example deliverableDelivered solutionSoftware, workflows or processes
Working solution in production
Technical and user documentation
Training sessions
Handover checklist
Measure
Monitor performance using relevant indicators.
Key questionsAre indicators moving as expected?How is the solution being used?What do users and managers report?
ActivitiesDashboards connected to live dataComparison against the baselineFeedback from users and managers
Your involvementShared review of results with leadership.
Example deliverablePerformance reportMonthly or quarterly
Indicators against baseline and target
Usage and adoption
Issues and incidents
Recommendations
Optimize
Continuously improve business operations.
Key questionsWhat should be adjusted?Where are the next opportunities?What should the roadmap become?
ActivitiesAdjustments based on measured resultsNew automation opportunitiesSupport and maintenance
Your involvementJoint prioritization of the next cycle.
Example deliverableImprovement backlogLiving document
Adjustments to make
New opportunities
Updated roadmap
Support activity summary
We work alongside your teams.
Your people know how the organization works. The method relies on them at every stage, and leaves them able to run what we deliver.
Three ways to start
Discover → StrategizeStart with a diagnosticAn assessment of one process, department or the whole organization, ending with a prioritized roadmap.
Short Discover, then EngineerStart with a defined projectWhen the need is clear, a short discovery confirms the scope before design and build.
Measure → OptimizeContinue as a partnerAfter delivery, regular reviews of indicators, maintenance and the next improvements.