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The challenge

The solution

The outcome

Requirements

• 1. Define business goals and strategic outcomes.
• 2. Assess current state of IT, digital, data, architecture, skills, costs, and risks.
• 3. Identify customer, employee, and stakeholder needs.
• 4. Set a clear vision, principles, and target operating model.
• 5. Prioritize use cases and initiatives by value, feasibility, and risk.
• 6. Define digital, data, application, infrastructure, and cybersecurity target architectures.
• 7. Establish data strategy: ownership, governance, quality, privacy, metadata, and analytics.
• 8. Define technology standards, platforms, and buy/build/partner decisions.
• 9. Create a delivery roadmap with phases, milestones, dependencies, and quick wins.
• 10. Build the business case, funding model, and expected benefits.
• 11. Assign governance, roles, decision rights, and accountability.
• 12. Define KPIs, OKRs, and benefit-tracking mechanisms.
• 13. Address risk, compliance, resilience, and business continuity.
• 14. Plan change management, communications, and training.
• 15. Develop capability and talent plans, including skills gaps and sourcing.
• 16. Ensure interoperability, integration, and scalability.
• 17. Put in place vendor and partner management.
• 18. Establish reporting cadence and continuous improvement reviews.

Best practices

• 1. Define clear business outcomes and success metrics before engaging vendors.
• 2. Align IT, digital, data, procurement, finance, legal, and business stakeholders early.
• 3. Document current-state processes, systems, data flows, and pain points.
• 4. Prioritize use cases by value, risk, urgency, and feasibility.
• 5. Set a realistic budget including implementation, integration, support, and change costs.
• 6. Create non-negotiable requirements for security, privacy, compliance, and data governance.
• 7. Assess vendor capability, industry experience, references, and delivery methodology.
• 8. Evaluate integration fit with existing architecture, platforms, and APIs.
• 9. Require clear ownership for data quality, access, retention, and lifecycle management.
• 10. Validate scalability, performance, resilience, and disaster recovery capabilities.
• 11. Insist on transparent pricing, commercial terms, and exit/portability conditions.
• 12. Run proof-of-concepts or pilots for high-risk or high-value services.
• 13. Include change management, training, and user adoption in the sourcing plan.
• 14. Define service levels, governance cadence, issue escalation, and reporting requirements.
• 15. Build in continuous review of outcomes, vendor performance, and evolving business needs.