This important phase brings together
the core team to understand the executive agenda and expectations. It is very
important that the team is able to articulate (using "business-speak") the
overall functions, objectives, vision and mission of the business. This phase
sets the ground rules for the balance of the engagement.
Sense and Assess
During the sense and assess phase,
the team uses diagnostics to gain an appreciation of the current situation -
including the financial issues and constraints. At this time, the team will
gain an early perspective on the appropriate use of best practices.
The team, facilitated by the
consultant, will review the metrics and the data collected through selective
measurements. A number of workshops are used to analyze the data and
information and, if appropriate to the engagement, identify a number of "quick
wins" for further investigation and early implementation.
"Out of the Box" thinking and
strategic creativity is key to the success of this phase and the engagement as a
whole. The team will consider the investment economics, organization, roles,
responsibilities as well as create a target process design to meeting the
overall expectations of the project. High level business systems and
architecture as well as a transformation strategy will be developed by the
Launch and Act
This is where the "rubber meets the
road". The team will develop business cases for the high priority and key
initiatives (as well as the supporting or requisite infrastructure). Using
prototypes (if time and funding are available) and walkthroughs, the team will
present their blueprint for success to the executive and business sponsors of
the project. In addition, the final document will include a monitoring and
change management strategy to ensure that the expected results are realized
within an agreed upon timeframe.