Determine Project Strategy

  • Complete Current State Assessment of the Organization
  • Identify lines of business
  • Define organizational chart
  • Identify operating models
  • Review existing project portfolio for efficiencies
  • Define system architecture
  • Determine Organizations Goals
  • Increase Revenue
  • Cut Costs
  • Maintain Compliance
  • Integrate entities or operating models
  • Evaluate External Environment
  • Evaluate Economic Environment
  • Evaluate Competitive Environment
  • Evaluate Market Conditions
  • Evaluate Regulatory/Compliance landscape.

Define Organizations Strategy to Achieve Goals
Evaluate/Prioritize Program Initiatives



Define and Initiate Project

  • Define Project Goals (Project Charter)
  • Provide Overview
  • Determine Scope
  • Determine affected Lines of Business
  • Develop Budget
  • Determine Project Deliverables (Implementation Roadmap)
  • Determine Milestones
  • Business Requirements
  • Determine affected Lines of Business
  • Determine Schedules
  • Determine Resources Needs
  • Determine Risk Management Metrics
  • DEstablish Steering Committee
  • Establish Project/Program Structure
  • Identify Subject Matter Experts
  • Identify affected 3rd Party Business Partners
  • Program Structure
  • Engage Steering Committee
  • Engage Subject Matter Experts
  • Engage Project Teams
  • Develop Performance Reporting Metrics
  • Develop an Executive Level Dashboard
  • Develop Project Level Documentation
  • Identify/Manage Project Risks
  • Initiate Change Management 
  • Develop/Implement Communications Plan
  • Develop/Implement Training Plan
  • Develop and implement New Policy and Procedures
  • Establish a central SharePoint
  • Organize and lead Meetings

Project Implementation

  • Implementation
  • Develop and lead Presentations
  • Coordinate Meetings and Discussions
  • Determine affected Lines of Business
  • Lead Cross Functional Teams through Implementation Roadmap
  • Lead Engineer new procedures
  • Engagement Closeout
  • Hand-off all engagement documents
  • Provide transition and ongoing support.


Technology Project Implementations

  • Scope Analysis
  • Analyze enterprise wide system architecture and determine gaps.
  • Determine impacted systems
  • Determine need to have vs nice to have
  • Develop Solution
  • Complete required networking
  • Install necessary infrastructure
  • Install/modify applications
  • Lead business partners through integrate of new systems and/or upgrade existing systems.
  • User Acceptance Testing
  • Test integration approach/planning.
  • Test cases and scrip’s
  • Track issues and defects via standardized reporting.
  • Design Requirements
  • Analyze program goals and determine IT Requirements
  • User Training and Delivery
  • Train various user groups on system modifications