Goal: Custom tailor the roadmap plan to your organization.
Description: Every organization is unique, and with this uniqueness it is essential that we custom-tailor the process of the roadmapping to you. There are seven key considerations in this customization: stakeholder participation, organizational maturity and growth targets, resource constraints, critical inputs, roadmap design, buy-in and dissemination, and monitoring and tracking. Properly considering these areas provides parameters to how a roadmap will be made specifically for your company. We assist in reviewing each of these areas with you with exploratory questions and ideas to help answer these questions and custom-tailor our process for you.
Stakeholder Participation:
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Who will set roadmap goals and milestones?
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Who will be responsible for ensuring goals are accomplished?
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What resources will be available to complete activities and priorities in the roadmapping process?
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Who is responsible for carrying out roadmapping activities?
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Who is critical for ensuring roadmap success in the organization?
Organizational Maturity, Growth, and Regulation:
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What is your organizational disposition to change?
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Do you have your business processes mapped?
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Do you have a defined change management process for your business processes? If so, how agile is it?
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Do you have rapid growth planned with a timeline and/or a resource constraint that requires building intermediary systems before your final goal?
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Are certain business or technology processes subject to regulation? (e.g. FINRA, Sarbanes-Oxley, etc.)
Resource Constraints:
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What skills and tools do we need to prepare the roadmap?
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What funds are available to develop the roadmap?
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How much time is available for broad stakeholder engagement?
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Are there sufficient team members (internal and/or external) to manage and implement the roadmap?
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Are appropriate tools in place to manage the data analysis?
Critical Inputs:
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What information is needed to set baselines, goals, target, and forecasts?
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Do you have essential analytic capabilities and tools to perform this evaluation?
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What expertise is needed to evaluate technology performance and limitations?
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Can industry leaders provide insight on factors regarding technology adoption? If so, who?
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What external entities are critical to your technology success?
Roadmap Design:
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Will goals and milestones be SMART (Specific, Measurable, Attainable, Realistic, and Time-constrained)?
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What is essential information to include on your roadmap?
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What level of detail do you need to include to create an actionable and effective implementation plan?
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What information and data are needed?
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Will implementation activities be assigned to organizations or individuals? Will you use a blend of internal and external teams?
Buy-in and Dissemination:
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How will the roadmap be shared to convey key messages and engage key partners?
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What communication methods and media will be used to share the roadmap and build support for its goals?
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What key groups need to be reached and how are they best reached?
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What techniques will be used to reinforce roadmap value and create buy-in?
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What is needed to communicate effectively (e.g. resources, skills, or tools)?