FRAMING & SCOPING

In Phase 1, we define the opportunity scope, approach to fix the opportunity and what the definition of success looks like.

• Develop a clear understanding of customer segments and customer requirements
• Clearly define project goals and objectives
• Define success metrics (what we will measure to know we are successful) 
• Refine and validate the project charter 
• Define the best analytical approach to under the "As-Is" and develop a "To-Be" state in Phase 2 - Analysis & Design 
• Assess resourcing and timing options for execution of Phase 2 - Analysis & Design 
• Forecast the potential benefits 

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APPROACH

• Sponsor and stakeholder engagement 
• Facilitated Framing and Scoping workshops 
• Customer segmentation and requirements definition 
• High level "as-Is" process mapping 
• Work track definition 
• Goals, objectives and measurements of success definition)  
• Benefits forecasting (Three-Point Estimating) 

DELIVERABLES 

• ​Detailed scope definition
• Finalized project charter 
• Phase 2 Analytical approach 
• Phase 2 Resources and Timing Alternatives 
• Preliminary Benefits Estimate

STAGE GATE 

• Phase 1 Deliverables review and Phase 2 Authorization to Proceed