Value perspective

We start by interviewing the key people around your overall business strategy. What is the business seeking to do in the next few years and into the longer term. This may already be documented, or it may be something we need to discuss. Either way, the key point is that the use of technology should support the overall business direction and we need to understand that as a first step.

We also need to understand the underlying performance metrics of the business at an overview level. This can be done via interviews and annual reports to understand the size and nature of your business from a numbers perspective. It also allows us to get a feel for the underlying cost structures of the business.

Using an online questionnaire we will ask your key leadership team members about the current and future use of technology, as well as their view on processes and gaps within the business. We use this to understand the overall view of how technology is used in the business. This includes an analysis on your view of the digital maturity of your business.

As part of the diagnostic process, we ask your stakeholders to describe their level of technology understanding, and to share their views of the whole organisation's capabilities; not just from a usage perspective, but also from a knowledge of what technology may be capable of.

We will seek to gain a good understanding of the use of technology within your firm. This usually involves interviews with the key people who are responsible for technology. We'd interview to get an understanding of the technology being used right now within the business, and where the points of integration (if any) between systems exist.

We will seek to understand how your data is currently being used, and the timeliness of that data availability (ie can you see immediately how sales are going today, or do you need to wait a few days to look at that data).

Using the information gathered from the Preparation stage, we would conduct a face-face workshop (or online via video conference over 2 x 3 hour sessions) going through the value-processes of your business. The aim is to gain an understanding of what you do right now, the opinion of the team about areas that need to be improved, and the estimated costs or time being wasted.

Prior to completion of our analysis, we would have a playback session to just make sure that what we have heard is accurate and to clear up any misunderstandings or anomalies in our research.

We would then take some time to create a recommendation document based on the findings showing the areas that need improvement, how they would be best to be improved, and the additional value-added or cost reduction that would result. This analysis would be in the form of a report and summary presentation.

At the conclusion of the analysis and feedback stage, we will look for a consensus of the next steps.