Engagement Roadmap and Framework

The process outlined here is a structured approach designed to assist customers in making informed decisions regarding their engagement with the company. Whether the decision is to remain inactive, switch to a competitor, or continue with the current service, this structured exercise provides valuable insights into the customer's current status and future aspirations, along with defined decision criteria.

Step 1

Begin by introducing the engagement roadmap and the proposed engagement framework. The key point is that it provides a structured approach for decision-making. This method ensures that regardless of the customer's final decision—to remain inactive, switch to a competitor, or continue with TraceLink—this process will deliver insights into their current position, aspirations, and decision criteria.

Step 2

Proceed by emphasizing the alignment on strategic objectives. Clearly define what the company aims to achieve and outline their digitalization objectives for the coming years. This step involves value discovery to shape and reaffirm digital transformation goals, while also evaluating the cost of inaction and anticipated benefits.

Step 3

Engage in process mapping to compare the current state against best practices. This exercise is crucial for each division to thoroughly understand their current position and desired future state. It involves a detailed assessment to identify areas of immaturity and recognize significant gaps and opportunities for digitization and automation.

Step 4

Move to solution mapping, identifying which gaps can be addressed by Mint, Poet, or other open-space solutions. This step leads to the development of a benefit overview.

Step 5

Quantify the business value of the proposed solution, considering the current state and targeted gap closures. This culminates in a final project alignment, ensuring the solution is tailored to the customer's needs rather than a generic proposal.

Step 6

The second slide offers a deeper exploration into the value discovery and solution mapping pillars. It involves understanding the current strategy, aligning on scenarios and consequences, and identifying future state aspirations and expected outcomes.

Step 7

Analyze current processes through interviews and documentation to establish the as-is state. Conduct a digital maturity assessment and benchmark business KPIs to clearly identify process gaps and collect relevant data. This leads to a benefit and value summary.

Step 8

Provide the customer with collateral for decision-making, which includes both qualitative and quantitative insights into the proposed transformation and its strategic value. This process resembles a consulting engagement.

Step 9

Conduct interviews with process experts, offering guidance through the decision-making process. This includes delivering materials shown on slide four, which cover strategy understanding, benchmarking KPIs, and quantifiable benefits.

Step 10

In this step, validation sessions are held with customers to explain assumptions, allowing them to make adjustments and tailor the data to their needs.

Step 11

Conduct validation sessions in collaboration with the customer to adapt the solution to their requirements. Slide five covers practical implementation, detailing the required time commitment from IT and process leads.

Step 12

Schedule two-hour sessions for discovery or process interviews, as preferred by the customer. Emphasize this as a light engagement within the natural discovery process. Coordination with an executive sponsor is necessary for scheduling appointments and presentations.

Step 13

Finalize by agreeing on the next steps, including scope and timeline, identifying interview partners, scheduling, collecting data points, and setting internal deadlines for deliverable creation and presentation.