Why start with a roadmap
Many companies do not need a massive consulting engagement to get clarity. They need a focused, executive-level technology roadmap that identifies what matters, what is broken, what is risky, and what should happen next.
The 90-day technology roadmap is designed for leadership teams that need a clear, practical plan across systems, data, security, vendors, and execution.
Phase 1: Discover
George reviews the company’s current technology environment, including:
- Salesforce / CRM
- ERP and finance systems
- Data warehouse, reporting, and analytics
- AI readiness and automation opportunities
- Cybersecurity and access controls
- Vendor contracts and platform overlap
- Integration architecture
- Current technology projects
- Internal team structure and governance
Phase 2: Diagnose
The work identifies the highest-impact issues affecting growth, efficiency, risk, and execution. Common findings include:
- Underutilized Salesforce or CRM investment
- Manual processes that should be automated
- Poor data quality and fragmented reporting
- Too many disconnected tools
- Vendor overlap and unnecessary spend
- Cybersecurity gaps
- Weak project governance
- Technology teams disconnected from business priorities
Phase 3: Prioritize
Not every problem should be fixed immediately. The roadmap helps leadership separate urgent issues from distractions.
- Top 5–10 business-critical technology priorities
- 90-day quick wins
- 12-month modernization plan
- Risk and dependency map
- Recommended vendor decisions
- Budget and staffing implications
- Governance structure
- Executive decision points
Outcome
The result is a clear technology action plan that leadership can understand, fund, and execute.
Next step
Start with the 90-day roadmap if your leadership team needs technology clarity.
Return to the contact area to review another resource, share context with George, or request a follow-up conversation.