Bridging Strategy, Technology and Performance

Optimize Technology Portfolio to drive Business Strategy

With the rapid evolution of cloud and AI technologies organizations often have too many systems and projects in the environment. This drives higher costs, internal and external friction and lower ROI. This service will

• Identify gaps and duplication in your existing technology project portfolio when compared to your business strategy
• Create a to-be technology and change roadmap to enable the goals of the business
• Align new and current efforts to the roadmap: Start, Stop, Continue
• Setup an operating model to manage the portfolio for cost and benefit on an ongoing basis
• Optionally, run the operating model for continued delivery in line with evolving strategy

Sales CRM Implementation and Optimisation

Business growth can be hindered by a lack of visibility to sales, pipeline and seller activity. It is hard to make data-led decisions on customer coverage or losses without this information, which means your sales team is less productive. This service will

• Enhance visibility and management of the sales pipeline, creating actionable insight such as Sales Coverage assignment, Lead Prioritization, Cycle Time improvement, Campaign Design, Forecast Improvement and Target setting
• Define the technology and change roadmap to enable your organization goals
• Implement a Sales CRM system with related business processes and real-time dashboards
• Set up your team to enable results through a structured operating model

Program Management

Organizations strive to respond to changes in the volatile business environment to grow, innovate and improve effectiveness and efficiency. Typically, programs will operate across the business and will affect organization, culture, processes and technology. This service will define and manage your program according to Managing Successful Programmes best practice to

• Clarify the vision and the gap between the current and future states for the business
• Build a realistic assessment about the capacity and ability to change
• Clarify decision-making and focus project work on strategic benefits
• Set up a structure to enable your team to deliver outcomes that achieve your strategy

Enterprise Data Management Strategy

Organizations typically have pockets of disconnected data that limit customer experience, create internal friction and hamper automation. This service will

• Identify opportunities aligned to strategy, especially in analytics, AI and cross-team collaboration
• Inventory data sources and define an approach to align them, including sustaining
• Work with your IT supplier to define the to-be Enterprise Data Warehouse
• Define and implement data flows and processes to permanently drive them
• Define and implement needed dashboards, reports, imports to other processes to drive action

Workshop Facilitation

The most transformative improvements require cross-organizational changes, which can be hard to agree without an holistic leadership approach. Using large enterprise experience, this service will

• Work closely with leaders to define key outcomes requiring workgroup performance, such as cross-team processes design, acquisition integration and project planning
• Design the workshop in line with goals and budget
• Prepare the workshop including agenda and prework for attendees
• Facilitate the workshop to enable group performance, capturing key outcomes for execution