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Advisory · multi-year roadmaps and budgets

A technology roadmap and budget that follow your business plan.

We turn the business plan into a technology plan: the capabilities the business will need, the systems that provide them, the order to build them in, and the budget for each year, with architecture blueprints and continuity plans behind it. Leadership gets a roadmap it can fund and track, and the technology team gets a direction it can work to.

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What you get

What is included in Strategic Technology Planning

  • A roadmap from the business plan

    The business's goals translated into the capabilities and systems that deliver them, in a sensible order.

  • Multi-year budget

    Capital and running costs by year, with the assumptions written down, so that finance can plan.

  • Architecture blueprints

    How the systems fit together now and where they are heading, in a form that teams and vendors can work from.

  • Skills and enablement

    The people and skills the plan needs, and how to build or buy them.

  • Continuity and redundancy

    What must keep working, what the plan is when it does not, and what it costs to be ready.

  • Governance and review

    How progress is tracked, who decides what, and when the plan is reviewed.

Is it the right one?

Where it fits, and where it does not

We would rather you choose the right thing than the one we happen to be discussing.

A strong fit when

  • The business is planning growth, acquisitions or new sites, and technology must keep pace.
  • Technology spending is decided project by project, with no overall plan.
  • Several major systems are due for renewal at the same time.
  • The board or the lender wants to see a plan.

Look at something else when

  • You need a decision on one purchase: IT Consulting is the closer fit.
  • You need a review of what you have first: begin with Technology Assessment, which feeds the plan.
  • You want a plan the business has not agreed with: the plan only works if leadership owns it, so we involve them from the start.

How we run it

How we run Technology Planning

Every engagement runs in phases, so the business sees progress and risks surface early. The timescale for each phase is set after an assessment, not before.

  1. Understand the plan

    Work with leadership to see what the business intends, and what that asks of technology.

  2. Establish the baseline

    Take stock of what exists, what it costs and what condition it is in.

  3. Define the target

    Describe the capabilities and the architecture the business needs.

  4. Sequence the work

    Order the projects by value, risk and dependency, and group them into years.

  5. Budget

    Put costs against each step, with the assumptions and the range, and agree the plan with finance.

  6. Review

    Set the cadence for tracking progress and revisiting the plan as the business moves.

Questions we are asked

Technology Planning: questions and answers

How far ahead should a technology plan look?

Far enough to include the big items, such as system renewals, usually a few years, but detailed only for the next year or so. A plan is reviewed regularly, because the business and the technology both change.

Do we need an assessment first?

Usually, or at least a baseline. A plan needs to start from what you actually have. If you already have a good picture, we use it; if not, we do a lighter version of a Technology Assessment first.

Who is involved from our side?

Leadership and finance above all, and the people who run the systems. A plan that only the IT team has seen tends not to be funded.

Goes well with

  • Advisory

    IT Consulting

    Technology advice tied to business goals: audits, target architecture, vendor selection and the cost of ownership behind each choice.

    Explore IT Consulting
  • Advisory

    Technology Assessment

    An objective review of your infrastructure, security posture, software licences and bottlenecks, ending in a prioritized action plan.

    Explore Technology Assessment
  • Framework

    Digital Transformation

    A structured seven-stage digital transformation framework, from assessment to optimization, across ERP, AI, cloud, security, software and data.

    Explore Digital Transformation

Delivered on

The solutions it is carried out on

  • Cloud

    Cloud Strategy & Migration

    Plan and move workloads to Microsoft Azure or a hybrid setup, with the cost and security design agreed before anything moves.

    Explore Cloud Migration
  • On-premise

    SAP S/4HANA

    The SAP ERP suite for large, complex operations, on-premise or on infrastructure you manage: conversion from SAP ECC, new implementation and Central Finance.

    Explore S/4HANA
  • Governance

    AI Strategy, Governance & Security

    A practical framework for using AI safely: use-case selection, data boundaries, access control, testing, monitoring and human oversight.

    Explore AI Governance

Start the conversation

Plan your technology around where the business is going.

Tell us what the business intends over the next few years and what you run today. We will say what a roadmap and budget would cover, and who we would need in the room.

  • A roadmap that follows the business plan
  • A budget by year, with assumptions you can challenge
  • A way to track the plan and to revise it as the business moves

What happens next

  1. Tell us where you are

    A short form or a call: what you run today, and what is getting in the way.

  2. We review it with you

    A named consultant looks at your situation and talks through the options and what each would involve.

  3. You decide what comes next

    You leave with a clear picture and a recommended scope you can take to your team.