01 Analyze Current IT Costs

Software Licensing Costs

  • ERP and CRM
  • Web & eCommerce
  • Line Of Business Apps & Analytics

IT Infrastructure Costs

  • Networks and Security
  • On-Premise and Cloud Servers
  • End User Devices
  • IT Support

Software Maintenance & Support Costs

  • Learning and Implementation Costs
  • Functional Support Costs
  • Customization Costs
  • Security & Compliance Costs

02 Analyze Current Sales and Marketing Costs

Sales budget

  • Salesperson salaries and wages
  • Sales administrative staff salaries and wages
  • Commissions

Marketing budget

  • Branding and Design
  • Content Creation
  • SEO,SMM,Paid Advertising

Support Services

  • Tech Enablement
  • Project Management
  • Engineering Services

03 Analyze Current Processes and Strategy

Orange Team

Vision, Strategy,
Innovation, Leadership

Green Team

Marketing, Sales, Design,
Customer Relations

Blue Team

Product or Service Delivery,
Logistics, Facilities

Red Team

HR, Accounting, Corporate
Finance, IT

IT Influenced Business Outcomes

It needs to play a bigger role in influencing business outcomes in all functional areas.
Here are the outcomes IT can help deliver:

Company Wide :

Can IT investment improve overall company performance?

Finance :

Are opportunities for improvement in visibility, speed, control?

Operations :

Are there opportunities to improve internal efficiency, productivity, cost savings in operations?

Web, Social, eCommerce :

Are there opportunities for digital growth?

Technology :

Can IT overhead and maintenance burden be reduced?

Sales and Marketing

Sales Productivity :

Can technology enablement increase direct and/or channel sales productivity?

Customer Satisfaction :

Can technology help increase customer satisfaction?

New Sales Channels :

Are there any opportunities for new sales channels? Can new products/services be expanded quickly to
increase revenue models/channels?


Financial Close :

Can financial period close time be reduced?

Audit Costs / Audit Time :

Can financial time be reduced?

Order Processing Efficiency :

Can quote-order-cash process be automated to free up FTEs? Can order entry or billing errors be


Can Days Sales Outstanding be reduced?


Production Planning :

Can lag time between customer demands and re-planning manufacturing schedules be reduced?

Inventory Efficiency :

Can on-hands inventory be reduced without running out of items that are popular?

Expedited Shipping :

Reduced cost/complexity of shipping to customers, increased turn-around time


Can buying efficiency be improved?

Item Profitability:

Is there a way to improve profits at SKU level?

Number of systems:

Can number of systems be reduced?


Cross-Channel Sales :

Can we implement unified sales channels to increase revenue?

Incremental Revenue :

Can we increase revenue from existing customers with marketing efforts?

Cart Abandonment :

Can we reduce overall cart abandonment and boost conversion rates?

Site Management:

Can we reduce site management costs or reduce FTEs needed to manage operations?

Inventory Efficiency :

Can we reduce required inventory on-hand while reducing stock-outs?

Technology Transformed

IT Expense or Headcount :

Can IT expenses be reduced?

Reporting Time / Cost :

Can we compile reports more efficiently?

04 Develop a Digital Strategy with Senior Management

Assess, Evaluate and Discuess

Leadership team alignment, vision, strategy and objectives

Opportunities, threats and trends

Prevailing mindsets and how they affect campaigns and projects across functional units

Existing resources, capabilities, management and organizational infrastructure, tangible and intangible assets

Unique value proposition and basis on which business model creates value(operational excellence, product/service leadership or customer intimacy)

05 Propose Transformation Benefits and Costs

Service Components Recurring Project Based As Needed
Technology Leadership
Leadership Team Alignment
Project Leadership
Visions, Strategy and Roadmap
Digital Agency Services
Campaign Management
Content Development
File Management
Collateral Development
Website UI and UX Development
Marketplace Administration
PPC Management
Digital Marketing Tools
Training ( platform and Skills)
Software Integration
ERP with eCommerce Platform
Procurement Platforms with ERP
CRM with ERP
Software Development
Technology Platform Integration
Mobile Apps Development
Technical Services
Customized Subscription Plans 40 MSUs 80 MUSUs 160 MSUs

MSU stands for Managed Service Units where we combine service and technology components to calculate
subscription plans.

06 Provide Implementation and Management Support

Organize Teams

  • Internal customer side teams
  • External teams
  • As needed resources

Setup Project Portal

  • Organize task lists
  • Organize tasks
  • Monitor and report on progress

Create Quarterly Objectives

  • Establish quarterly objectives
  • Measure key results
  • Manage budget isuse
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