Available as a standalone engagement or as the foundation of a FLEX engagement.
Who should consider it
For growing organizations preparing a modernization initiative, aligning inherited systems, or deciding which changes to sequence first.
What we look for
Duplicated data entry, disconnected systems, manual workarounds, outdated applications and uneven adoption across teams.
Evaluation dimensions
Technology and legacy systems; integration and data flows; business processes; digital capabilities; workforce readiness and organizational alignment.
How we gather evidence
Inventory applications and dependencies, interview business and technical owners, map selected workflows and data exchanges, and review operating constraints and change capacity.
What you receive
Capability assessment, gap analysis, modernization priorities, sequencing dependencies, and a roadmap for implementation and adoption.
Priorities and potential benefits
Prioritize gaps by business impact, integration risk, readiness and implementation effort. Use current process and technology costs to frame scenarios for investment decisions.
How it connects to FLEX
Form defines the current state. Learn aligns sponsors and teams. Execute delivers and measures targeted changes. Expand applies validated changes to additional areas.
The shared Form method
Survey
Collect structured input across organizational levels and functions. Identify recurring concerns, perceptions, readiness, capabilities and improvement opportunities.
Interview
Speak with executives, managers, employees and relevant specialists about business goals, current practices, constraints and expectations.
Observe
Examine actual workflows, team interactions, decisions, handoffs and tools. Review representative performance data and relevant business records.
Analyze and Validate
Triangulate survey findings, interviews, observation and operational data. Identify root causes, validate conclusions with stakeholders and establish a reliable current-state baseline.
Recommend
Turn validated findings into actionable recommendations. Prioritize by business value, estimated cost, effort, risk, dependencies and supporting evidence.
Assessment deliverables
- Current-state assessment
- Organizational capability or readiness scorecard
- Validated findings and root causes
- Prioritized improvement opportunities
- Estimated benefits and explicit assumptions
- Actionable recommendations
- Implementation roadmap
- Proposed success measures