ANALYZE CURRENT IT COSTS
ANALYZE CURRENT SALES AND MARKETING COSTS
ANALYZE CURRENT PROCESSES AND STRATEGY
DEVELOP A DIGITAL STRATEGY WITH SENIOR MANAGEMENT
PROPOSE TRANSFORMATION BENEFITS AND COSTS
PROVIDE IMPLEMENTATION AND MANAGEMENT SUPPORT
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?
Finance
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
reduced?
DSO:
Can Days Sales Outstanding be reduced?
Operations
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
Purchasing:
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?
eCommerce
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 | |||
Branding | |||
Collateral Development | |||
Website UI and UX Development | |||
Marketplace Administration | |||
PPC Management | |||
SEO and SMM | |||
Digital Marketing Tools | |||
Management | |||
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