Technology Strategy & Transformation Roadmap

Strategy engagement · 6 weeks

A technology strategy your board can fund and your team can execute

A six-week diagnostic and roadmap engagement that turns a tangled stack and a vague mandate into a prioritized 24-month plan with a business case behind every line.

$12,500 · one engagement

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Who this is for

Companies at an inflection point

New leadership, an acquisition, a funding round, or a platform that has quietly become the thing holding growth back.

IT leaders who need a mandate

You know what should change. You need the diagnostic, the numbers and the sequencing to get it approved.

Owners without a CIO

You are making six-figure technology decisions without a strategy layer. This engagement is that layer, for six weeks.

What you get

  • Current-state diagnostic across infrastructure, applications, data, security and IT operating model
  • Stakeholder interviews (up to 10) and a technology cost baseline
  • Target operating model: what IT owns, what partners own, what gets retired
  • Prioritized 24-month roadmap with dependencies, sequencing and quarterly milestones
  • Business case per initiative: cost, expected benefit, payback window
  • Vendor and partner recommendations for each roadmap item
  • Executive readout deck and a written strategy document
  • 30-day post-engagement Q&A window

How it works

Kickoff and intake

Scheduling email within one business day. Intake questionnaire and document request go out the same day.

Diagnostic (weeks 1–3)

Interviews, system inventory, cost baseline and a fit-gap review against where the business is going.

Roadmap build (weeks 4–5)

Initiatives are scored, sequenced and costed. You review a draft before anything is final.

Executive readout (week 6)

Presentation to your leadership team, final documents delivered, 30-day Q&A opens.

Questions

Is this delivered by EverSource directly?

EverSource leads the engagement and owns the relationship. Specialist analysis is delivered by our strategy co-delivery partners under EverSource’s name.

What if we need help executing the roadmap?

Every roadmap item maps to an EverSource service line or a vetted partner, so execution can start the week after readout.

Can this be scoped larger?

Yes. Multi-entity or multi-region scopes are quoted after a short scoping call.

Get the plan before the next big spend

Six weeks from kickoff you will have a costed, sequenced roadmap and the document to get it approved.

Start the engagement

Secure checkout via Stripe. Kickoff scheduling and intake follow within one business day.