Our Process

1. Introduction & Purpose (5-10 mins)

•Brief introductions 

•Assess current technology landscape. 

•Identify pain points and areas for improvement. 

•Define short-term and long-term technology goals. 

•Establish priorities for future initiatives. 

2. Current State Assessment (15-20 mins)

•Review existing technology stack (infrastructure, software, cloud, security, communications, etc.). •Identify what’s working well and where there are gaps. 

•Discuss any major challenges (performance, costs, integrations, security, compliance). 

3. Business Goals & Technology Alignment (15-20 mins)

•Understand the business objectives (growth, efficiency, security, cost reduction, etc.). 

•Discuss how technology should support these goals. 

•Identify any upcoming initiatives that may require new technology solutions. 

4. Future Roadmap & Priorities (15-20 mins)

•Define a phased approach to technology upgrades, optimizations, and transitions. 

•Identify critical short-term needs (0-6 months) and long-term strategies (6-24 months). 

•Discuss budget expectations and available resources. 

•Highlight key decision points and dependencies.

5. Next Steps & Action Plan (10 mins)

•Summarize key takeaways from the discussion. 

•Define immediate next steps, including follow-up actions, additional assessments, or vendor discussions. 

•Set a timeline for the next check-in or follow-up call.