The client needed a roadmap to deliver a strategic plan to support the newly formed team in their goal to become the sought-out Centre of Excellence for Data and Analytics within the organization. The roadmap required participation and buy-in from leadership across the company, who provided ongoing support with respect to governance, cross-functional decision making and adoption.
The scope of the Roadmap needed to include cross-functional dependencies and impacts, as well as observations with respect to change management, key risk areas, and include high level business requirements with respect to Strategy, Technology, Data, People and Process implications.
The roadmap for the client was divided into phases with objectives, dependencies, use cases, and quick-wins to realize value along the way and demonstrate achievable outcomes, as well as articulate the desired end-state. It was designed to be completed in a three-year timespan; to ensure that there is clear line of sight to what can be achieved.
Within each phase, detailed initiatives were articulated and categorized across 5 work streams meaningful and specific to the client’s organization, with dependencies included. These 5 key streams (or functions) organized the initiatives into Strategy, Internal Processes, Improving Member Understanding, Evolving Marketing Initiatives, and Data and Technology.
In addition to the clear articulation of each phase and work stream, a considerable amount of change management needed to be identified and planned for. To support this, Trendline provided recommendations for a potential organizational structure that would align with the roadmap, including the identification of new key roles within the group to actively support and champion initiatives along the roadmap and align the team to the desired end-state.