Strategic Discovery Services

Professional advisory services to ensure your digital transformation initiatives achieve their intended strategic objectives.

Solution Architecture Workshop

Transform concepts into detailed specifications.

What You Receive:

  • Structured Stakeholder Interview Process
  • Technical and Functional Requirements Architecture
  • Phased Implementation Roadmap
  • Measurable Success Metrics Framework
  • Includes up to three 90-minute facilitated workshops
Delivery Timeline:2-3 weeks
Format:Virtual workshops & documentation
$4,500Investment

Institutional Readiness Assessment

Objectively evaluate your organization's readiness.

What You Receive:

  • Organizational Capability Analysis
  • Content Architecture & Workflow Evaluation
  • Comprehensive Risk and Opportunity Matrix
  • Actionable Readiness Recommendations
  • Includes a 2-hour discovery session & 1-hour executive briefing
Delivery Timeline:1-2 weeks
Format:Written assessment & executive briefing
$3,200Investment

Digital Transformation Roadmap

Create a long-term strategic vision.

What You Receive:

  • Comprehensive Current State Analysis
  • Collaborative Strategic Vision Development
  • Multi-Phase Implementation Plan
  • Leadership-Ready Business Case Documentation
  • Includes a series of collaborative workshops & final presentation
Delivery Timeline:3-4 weeks
Format:Executive presentation & strategy docs
$6,800Investment

Move from Vendor to Partner

  • Define the "Why": Collaborate to define strategic goals before writing technical specifications.

  • De-Risk Your Investment: Ensure stakeholder alignment and a clear roadmap before committing to a large-scale project.

  • Create a Better Spec: Produce a specification document that is tailored to your unique needs, not a generic template.

  • Enable Agile Engagement: Start with focused, departmental-level projects that deliver immediate value and often align with simpler procurement paths.

A Strategic Alternative to the RFI/RFP Process

The traditional RFP process often forces institutions to specify a solution before they've fully defined the problem. This can lead to feature-checking instead of strategic alignment, resulting in solutions that don't meet true institutional needs.

Our Strategic Discovery Services are designed to be the crucial first step. We partner with you to define, specify, and roadmap your initiative, ensuring that any subsequent procurement, if needed, is based on a foundation of deep strategic understanding.

Why Strategic Discovery Matters

Most digital transformation initiatives fail not due to technical limitations, but from insufficient upfront strategic planning. Organizations often underestimate the importance of aligning technical capabilities with institutional workflows, stakeholder needs, and long-term strategic objectives.

Our advisory services provide complete value regardless of subsequent implementation decisions, enabling you to make informed choices.

Our Professional Advisory Approach

  • Objective Guidance: Engagements operate as independent professional advisory services, not sales pitches.

  • Standalone Value: Each service provides a complete, actionable deliverable, regardless of future project commitments.

  • Informed Decisions: Empowers your team to make strategic choices, whether for internal planning or subsequent vendor evaluations.

A Clear Engagement Process

Our services follow standard enterprise professional services protocols.

Initial Consultation

Brief discussion to determine appropriate service scope and engagement parameters.

Statement of Work

Formal proposal outlining deliverables, timeline, and investment requirements.

Enterprise Engagement

Standard invoicing and professional service protocols through your procurement process.

Deliverable Review

Structured presentation and documentation handover with strategic recommendations.

Ready to Begin Strategic Discovery?

Transform digital concepts into implementable strategic initiatives through professional advisory services designed for institutional needs.

Services are available to qualified institutional clients and operate independently of implementation project commitments.