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Technology Consulting

Digital transformation roadmap

We map the whole operation, decide which system owns which data, and sequence the work: core system first, then integrations, then automation, with an indicative budget band and the main risks for each phase.

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Who it is for

Leadership teams planning several system changes who need the order, the budget bands and the risks on one page.

Duration
Agreed on the first call
Price
Agreed in writing before we start
You receive
5 written deliverables
Can lead to
A phased program, one approach map per phase

The situation

A sequenced plan for the next 12 to 24 months of systems work

Sales wants a CRM, finance wants a new ledger, operations wants barcode scanning and the board wants AI. Done in the wrong order, each project makes the next one harder.

What you get

  • Current-state picture across departments, systems and data
  • Target picture: which system owns which record, and how they connect
  • Sequenced roadmap in phases, each with its own business case
  • Indicative budget band per phase, refined at each phase start
  • Risk register and the decisions leadership needs to make, with dates

What we need from you

  • A sponsor on the leadership team who can make decisions
  • Interviews with each department lead
  • Current system contracts and renewal dates

If you go ahead

How the follow-on work runs

This engagement covers the first stages of the plan below. You decide whether to continue once you have the deliverables.

We sit with the people doing the work and map how orders, stock and money actually move today, including the spreadsheets nobody mentions in the first meeting.

What happens

  • Process walk-throughs with key users
  • Inventory of every data source
  • Quantifying where time is lost

What you get

  • Current-state process map
  • Data source and quality audit
  • Scope baseline

What we need from you

  • Sample invoices, orders and spreadsheets
  • Two-hour interviews with each department lead

Risk handled

Critical spreadsheets that management does not know staff rely on.

We design the data model, roles, approval rules and integrations on paper before anything is configured.

What happens

  • Data model design
  • Chart of accounts review
  • Approval matrix design

What you get

  • Solution blueprint document
  • Role-by-role screen wireframes
  • Data dictionary

What we need from you

  • Sign-off on the chart of accounts and permission structure

Risk handled

Sales and warehouse asking for conflicting things mid-build.

We provision environments, configure the standard modules to the blueprint, and build any approved extensions.

What happens

  • Environment setup and hardening
  • Module configuration
  • Approved custom development

What you get

  • Working staging environment
  • Configured modules matching the blueprint

What we need from you

  • Tax settings, bank details and branding assets
  • Named admin users

Risk handled

Configuration drifting away from what was agreed in the blueprint.

We extract customers, vendors, products and balances from your current tools, remove duplicates and load trial datasets you can check.

What happens

  • Migration scripts
  • Duplicate detection
  • Trial balance reconciliation

What you get

  • Staging database loaded with cleaned data
  • Reconciliation sheet

What we need from you

  • Decisions on flagged duplicates
  • Lists of inactive products and customers to archive

Risk handled

Bad legacy data being carried into the new system on day one.

We connect the system to the tools that stay: banks, e-commerce stores, payroll, shipping and anything else agreed in the blueprint.

What happens

  • API and webhook connectors
  • Error handling and retries
  • End-to-end integration tests

What you get

  • Tested integrations in staging
  • Integration runbook

What we need from you

  • API credentials and vendor contacts for connected systems

Risk handled

Silent sync failures that nobody notices until month-end.

Your staff test real scenarios in staging and learn the system role by role, with recorded guides they can return to.

What happens

  • Role-based training sessions
  • Scenario testing
  • Fix sprints on UAT findings

What you get

  • Signed UAT test matrix
  • Recorded training library

What we need from you

  • Key users available about four hours a week for testing

Risk handled

Staff meeting the system for the first time on go-live day.

We freeze the old system, move the final changes across, verify opening balances and switch over, usually across a weekend.

What happens

  • Final delta migration
  • Opening balance verification
  • Hardware and scanner checks

What you get

  • Live production system
  • Signed cutover checklist

What we need from you

  • A data-entry freeze on the old system at an agreed time

Risk handled

Downtime during trading hours.

The team that built the system stays on it after go-live: fixing issues on the day they surface, adjusting screens staff struggle with, and sitting with finance through the first month-end close.

What happens

  • Daily check-in with your project lead
  • Same-day fixes and small adjustments
  • First month-end close support

What you get

  • Hypercare issue log with resolutions
  • First month-end close sign-off

What we need from you

  • A 15-minute daily call with your project lead
  • Staff reporting problems as they happen, not at the end of the week

Risk handled

Early friction pushing staff back to the old spreadsheets.

With clean data in one system, we automate the repetitive work around it: invoice capture, reorder drafts, approval routing and alerts.

What happens

  • Automation opportunity review
  • Workflow and agent build
  • Monitoring and tuning

What you get

  • Live automation workflows
  • Monthly report of hours recovered

What we need from you

  • A ranked list of the bottlenecks you want gone next

Risk handled

The new system settling into a passive record-keeping tool.

More about a phased program, one approach map per phase

Digital Transformation Roadmap

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Client work

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All 19 case studies

FAQ

Questions about this offer

Answered plainly, before you ask.

Ask us directly
How long does a roadmap take?

It depends on how many departments and systems are in scope. We agree the duration and the price in writing after a 30-minute call.

Is this a slide deck?

No. You get a working plan with owners, dates, budget bands and the decisions needed at each step.

Other ways to start

Not quite the right question?

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