What is the business problem that needs to be solved, what unmet customer needs can be satisfied, and or what pain points can be eliminated? Opportunity can be found throughout your value chain by examining operating models, customer journeys, and processes.

For identified opportunities understand how they align to and affect the company strategy, the technology and data gaps that need to be addressed, as well as process and people change implications.

Build alignment for the best ideas by considering key criteria. Is the opportunity big enough to matter but small enough to be successful? How long is our window of opportunity? And of course, what investments are required? If the right action is to pause or delay, what are the implications of choosing not to take immediate action?

Transformational plans address key aspects of people, processes, and technology. It’s the roadmap forward and can include sections that address things like technology modernization approach, talent build out, and adoption and change management planning.