Discover
Map business goals, current systems, process friction and data sensitivity.
Deliverable: Current-state inventory and prioritized requirements
Your role: Name decision makers and share non-secret system inventories.
Depends on: Stakeholder availability and permission to inspect systems
Intended outcome: A shared definition of the problem
Architect
Compare options and define target architecture, interfaces and commercial scope.
Deliverable: Architecture, phased scope and acceptance plan
Your role: Approve process ownership, budget assumptions and tradeoffs.
Depends on: Discovery findings and vendor/license checks
Intended outcome: A practical plan before purchasing or migrating
Secure
Design identity, access, device, data-protection and recovery controls.
Deliverable: Control matrix and policy test plan
Your role: Approve roles, exceptions and data-handling requirements.
Depends on: Data classification and validated identity boundaries
Intended outcome: Explicit safeguards with accountable owners
Connect
Prepare networks, workplace services, migrations and application interfaces.
Deliverable: Tested connectivity, migration rehearsal and integrations
Your role: Validate sample records and agree cutover and rollback windows.
Depends on: Connectivity, licenses, hardware and system access
Intended outcome: Connected services with reconciled records
Enable
Pilot complete workflows, train users and prepare support.
Deliverable: User acceptance evidence, training and operating handoff
Your role: Provide pilot users and accept working journeys.
Depends on: Verified controls, integrations and recovery paths
Intended outcome: People ready to use and support the new environment
Automate
Improve selected tasks with bounded workflows and appropriate AI assistance.
Deliverable: Automation pilot, review rules and evaluation results
Your role: Approve source data, review thresholds and exception handling.
Depends on: Stable processes, clean data and approved connector permissions
Intended outcome: Repeatable work with measurable acceptance
Optimize
Review monitoring, backup verification, patching, vulnerability management and lifecycle needs.
Deliverable: Service review, incident coordination and improvement backlog
Your role: Review priorities, changes and agreed service scope.
Depends on: Operating ownership, maintenance windows and support agreement
Intended outcome: An environment that evolves with the business