Who it's for
Designed around these roles
Business sponsors, finance and operations leaders, and technology managers comparing cloud, SaaS or enterprise application options.
Purpose
Ask better business questions before choosing cloud or SaaS services.
Translate operating needs into an evaluation of service fit, data, integration, cost and responsibility. Understand what a provider takes on—and what your organisation still owns.
- Best for
- Business sponsors, finance and operations leaders, and technology managers comparing cloud, SaaS or enterprise application options.
- Planned outputs
- 3 draft outputs for your team to review
- Topics
- 6 topics of learning and practice
- Formats
- Online, Onsite, Hybrid
- Engagement
- Standalone workshop or a module in a wider engagement
At a glance
Why teams take this workshop
Challenges this workshop addresses
Software selection before requirements
Unclear provider and customer responsibilities
Costs and dependencies discovered after purchase
How the workshop works
From your challenge to working material
Follow how the topics build towards each planned output. Select a stage or a topic to step through it.
Learning outcomes
What your team leaves with
The outputs below are proposed workshop deliverables: drafts and working tools for your team to review and develop. Final scope is agreed before an engagement. Business results depend on subsequent decisions, implementation and context.
- Output 1A business-requirements brief for a defined service need.
- Output 2An evaluation scorecard covering fit, cost, integration and responsibilities.
- Output 3A transition-question and adoption-readiness checklist.
Workshop outline
Topics and the outputs they feed
The outline below shows the learning scope. Sequence, depth and timing are agreed during scoping.
| Session | Topic | Builds towards |
|---|---|---|
| 01 | Cloud, SaaS and enterprise application roles | A business-requirements brief for a defined service need. |
| 02 | Business requirements and service fit | A business-requirements brief for a defined service need. |
| 03 | Data, integration and portability considerations | An evaluation scorecard covering fit, cost, integration and responsibilities. |
| 04 | Service levels, security responsibilities and vendor questions | An evaluation scorecard covering fit, cost, integration and responsibilities. |
| 05 | Licensing, operating costs and exit considerations | A transition-question and adoption-readiness checklist. |
| 06 | Transition, adoption and decision readiness | A transition-question and adoption-readiness checklist. |
01
- Topic
- Cloud, SaaS and enterprise application roles
- Builds towards
- A business-requirements brief for a defined service need.
02
- Topic
- Business requirements and service fit
- Builds towards
- A business-requirements brief for a defined service need.
03
- Topic
- Data, integration and portability considerations
- Builds towards
- An evaluation scorecard covering fit, cost, integration and responsibilities.
04
- Topic
- Service levels, security responsibilities and vendor questions
- Builds towards
- An evaluation scorecard covering fit, cost, integration and responsibilities.
05
- Topic
- Licensing, operating costs and exit considerations
- Builds towards
- A transition-question and adoption-readiness checklist.
06
- Topic
- Transition, adoption and decision readiness
- Builds towards
- A transition-question and adoption-readiness checklist.
Engagement paths
Two ways to run this workshop
Our team will focus on business evaluation questions rather than endorse a provider without a documented assessment.
Standalone workshop
Use a vendor-neutral workshop to prepare a more informed evaluation of a cloud or SaaS decision. It is not hands-on vendor certification or implementation training.
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