the salient strategist services

Our service provides oversight and guidance through a comprehensive analysis that lays the foundation for successful digital transformation.

Assessing the Current State

To transform effectively, you must first understand your starting point. We collaborate with your team to conduct an in-depth evaluation of your organization’s current digital landscape. This includes:

• Technology Audit: Assessing your existing technology stack, identifying strengths, weaknesses, and gaps.
• Process Review: Analyzingyour business processes to determine their efficiency and alignment with digital best practices.
• Data Analysis: Examining your data management practices to ensure data integrity and usability.
• Stakeholder Interviews: Engaging with key stakeholders to gather insights on current challenges and opportunities.

Envisioning the Future State

Once everyone has a clear picture of your current state, we help you envision your desired future state. This involves:

• Strategic Goals Alignment: Aligning your digital transformation goals with your overall business objectives.
• Future Technology Roadmap: Identify the technologies and innovations that will drive your business forward.
• Process Optimization: Designing streamlined processes that enhance efficiency and productivity.
• Change Management Plan: Developing a comprehensive plan to manage the cultural and operational changes necessary for transformation.

Digital transformation revolutionizes every aspect of an organization. By streamlining and automating processes, it minimizes human data entry errors, boosts efficiency and productivity, and significantly enhances customer satisfaction.

With decades of experience, we excel in guiding businesses through the complete digital transformation journey—from requirements gathering to implementation—across a variety of platforms including CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), PSA (Professional Services Automation), and more.

We will guide your team through every critical phase:

Vendor Selection

We oversee the vendor selection process, ensuring all requirements are captured and addressed during evaluation, analysis, and deom scoring.

• Creating Requirements: Defining your business needs to ensure a clear understanding of the project scope.
• Writing an RFP: Crafting detailed Requests for Proposals (RFPs) from electionstakeholder interviews and current technology assessments. (See our Discovery services). Identifying the top vendor candidates to participate in the selection process.
• Vendor Response Process: Scheduling Q&A meetings, managing and analyzing vendor responses, and narrowing down the field for demo invitations.
• Scoring Product Demos: Evaluating product demonstrations against your requirements, not their bells and whistles, to identify the most suitable options using scorecards tailored to the items in your RFP.
• Debriefing and Scorecard Reviews: Facilitating post-demo discussions and scorecard reviews to help you make informed decisions.
• Vendor Selection: guiding you and your team select the best vendor for your needs.

Implementation Oversight

We oversee the implementation process, ensuring that projects stay on track and within budget.

• Communications: Managing internal and external communications to keep all stakeholders informed and engaged.
• Change Management: Developing and executing strategies to smoothly integrate new technologies and processes into your organization.
• Documentation: Ensuring the vendor documents customizations, user permissions and security, processes, UAT scripts, and training manuals.
• UAT & Training: Managing User Acceptance Training and final training to ensure the implementation is functional and addresses all aspects of your RFP so your team is fully equipped to utilize new systems effectively.
• User Adoption: Listening and monitoring feedback to ensure that new technologies are embraced and utilized to their fullest potential.

In the rapidly advancing digital era, leveraging cutting-edge technologies like Artificial Intelligence (AI) and Environmental, Social, and Governance (ESG) frameworks is critical for maintaining a competitive edge. Our “Technology Evolution – Roadmapping AI & ESG” service provides a structured approach to integrating these transformative technologies into your business strategy.

Our Process:

Initial Consultation & Assessment

• Stakeholder Engagement: We begin by engaging key stakeholders to understand your business objectives and the specific challenges you face.
• Current State Analysis: We conduct a thorough assessment of your existing technology landscape, identifying gaps and opportunities for AI and ESG integration.
• Market Research: We analyze industry trends and best practices to ensure your roadmap aligns with current and future market demands.

Defining Strategic Objectives

• Goal Setting: We work with you to define clear, measurable objectives for AI and ESG initiatives that align with your overall business strategy.
• Impact Analysis: We evaluate the potential impact of AI and ESG on various aspects of your business, including operations, customer experience, and compliance.

Developing the Roadmap

• Technology Selection: We help you select the right AI and ESG technologies that fit your business needs and long-term goals.
• Phased Implementation Plan: We create a detailed, phased roadmap that outlines the steps for integrating AI and ESG technologies, ensuring minimal disruption to your operations.
• Resource Allocation: We identify the resources required, including budget, personnel, and technology, to support the roadmap.