Baseline understanding of current people, process, and technology
Review of desired results from a technology initiative and strategic alignment
Applying best practices and industry experience to develop recommendations
Documentation of the combined future strategy accompanied by a change plan
Establishing the vision and plan is essential to understanding where you’ve been and where you are going is critical – too many companies focus purely on short-term needs, such as features and functionality.
Getting the leadership, stakeholders and key users on-board early in the program will ensure all the needs of the business are addressed and optimal adoption has a real opportunity to be realized.
Have each short-listed provider produce and perform a “real” conference room pilot vs ‘canned or cookie-cutter’ solution demonstrations.