Methodology at a Glance: The 5-Phase Approach

Phase 1: Initiation & ScopingPhase 2: Business AnalysisPhase 3: Technical & Data AnalysisPhase 4: Modernization BlueprintPhase 5: Governance & Improvement
ObjectiveDefine the problem, scope, and stakeholders.Analyze “as-is” state and prioritize “to-be” GenAI use cases.Assess data and technology readiness and analyze risks.Develop the full business case and implementation plan.Establish the long-term governance and improvement model.
Inputs (Source)
  • Org. Strategic Plans
  • User Pain Points
  • High-Level Ideas
  • Project Charter
  • SME Access
  • “As-Is” Documentation
  • “To-Be” Design
  • Data Catalogs
  • Security Policies
  • All Previous outputs from Phases 1, 2, and 3
  • Complete Business Case
  • Org. Governance Policies
Outputs
  • Project Charter
  • Stakeholder Map
  • “As-Is” Analysis Report
  • Prioritized Use Case Matrix
  • “To-Be” Design
  • Data Readiness Report
  • Tech Recommendation
  • Risk Assessment Matrix
  • “To-Be” Design Components
  • Complete Modernization Blueprint / Business Case
  • Operational Governance Plan
  • Performance Measurement Plan
  • Improvement Schedule
Who (Role)Business Sponsor / Program ManagerBusiness Analyst / Product OwnerTechnical Lead / Data ArchitectProject Manager / Business SponsorGovernance Lead / Program Manager
Complexity◐ (Low-to-Medium)◑ (Medium)◑ (Medium-to-High)● (High)◑ (Medium)

Level of Effort – The overall complexity or effort varies based on the amount of scope chosen to analyze. Smaller efforts with experienced Senior Analysts and Subject Matter Experts available can take 1-3 months, where larger efforts with more staff involved and less availability can take 6-9 months.