360° diagnostic

An external perspective to take stock.

I bring an independent perspective, supported by a structured method and experience in comparable environments. The diagnostic helps create the distance that is often hard to find internally and, depending on the findings, identify action priorities: savings, synergies, changes to prepare for, or risks to reduce.

the outcome

The summary report

Readable by your management as well as by your teams. Not a 200-page PDF. A document you can review, share, and act on. The dossier is handed over during a dedicated one-to-one meeting.

digital made clear — MISSION REPORT 360° Diagnostic for [your company] Mapping and initial action plan CONFIDENTIAL [date] · version 1.0 · Pierre-Yves Niederhauser
[your company] 360° Diagnostic — 01 · FOREWORD What you have in your hands This document is a snapshot, taken over three weeksspent in your offices, listening, observing, readingwhat you shared with me. The picture is partial, attimes blurry. That is unavoidable, and assumed.The aim is not to know everything, but to structurewhat I understood, so you can lean on it or challenge it.My thanks to those who found time in their schedulesto answer my questions. Pierre-Yves Niederhauser CONFIDENTIAL page 2
[your company] 360° Diagnostic — 02 · EXECUTIVE SUMMARY The essentials Your organisation’s digital estate rests on sixcore business applications, tightly interconnected.None today meets the expected level of quality inrisk management, durability and user support. The situation is not critical, but it callsfor swift measures. 26 APPLICATIONS MAPPED 30 ACTIONS IDENTIFIED 6 WORK STREAMS PRIORITISED CONFIDENTIAL page 4
[your company] 360° Diagnostic — 03 · FINDINGS AND RECOMMENDATIONS The findings, by theme Maturity level, 1 to 4. Grid in the appendix. 01AI framingAlready in informal use, without a common framework. 02Maintenance and contractsServices billed on top although already covered. 03DocumentationIncomplete for half of the core applications. 04Service continuityNo formal recovery plan for critical systems. 05Master dataData duplicated across three to five systems. 06In-house skillsKnowledge concentrated in one or two people. CONFIDENTIAL page 9
[your company] 360° Diagnostic — 04 · ASSET MAPPING Overview CORE APPLICATIONS ERP PROD DOC CRM DATABASES REPORTING EXCELS · SHARED FILES · AD-HOC BI INTEGRATION TECHNOLOGIES Full detail in the appendix. CONFIDENTIAL page 14
[your company] 360° Diagnostic — 05 · PRIORITISED ACTION PLAN Six work streams, costed WORK STREAMPRIORITYDAYSTARGET Document governanceHigh20Q2 27 Master data: productsHigh35Q3 27 Incident recoveryHigh25Q3 27 Unified reportingMedium30Q4 27 AI trainingMedium10Q4 27 Legacy ERP phase-outCritical602028 Indicative costing detailed in the appendix. EARLY PAYBACK Maintenance billed on top although it iscovered by contract (theme 02).Savings from year one. CONFIDENTIAL page 21
[your company] 360° Diagnostic — 06 · METHODOLOGICAL APPENDIX Assessment grid 9 AXES · 4 LEVELS MAINTENANCE CONTINUITY SECURITY PERFORMANCE SCALABILITY TECHNOLOGY SUPPORT DOCUMENTATION SKILLS Each application is rated on the nine axes. CONFIDENTIAL page 28
01
Foreword Scope, method, and tone of the report.
02
Executive Summary The essentials in two pages, for management.
03
Findings and Recommendations A structured assessment, by theme.
04
IT Estate Mapping Applications, data, contracts, suppliers.
05
Prioritized Action Plan Three to six quantified and ranked initiatives.
06
Methodological Appendices Assessment criteria and scoring grids.