Perform pre-visit discovery calls
On-site visit with key stakeholders from functional areas
Assessment report provides recommendations & more
Our multi-disciplinary team conducts a series of interviews with the key stakeholders in your organization to uncover and understand the impact and need for preference management within each functional area. They follow a structured discovery process to create a high level needs assessment that can serve as a business case and talking points for the continued evaluation of a preference management solution.
Building on the initial onsite evaluation, our experts continue in their areas of focus to document existing requirements, review secondary discovery information, and apply best practices and knowledge gleaned from preference center implementations at similar organizations. They'll create a strategic roadmap that outlines the project plan, scope, gap analysis and considerations for an enterprise-wide preference management implementation within your organization.
Our team presents the results of the Needs Assessment to your cross-functional team of stakeholders and decision makers. The report includes an understanding of the near term steps necessary to successfully implement a preference management solution, the steps to create your desired preference center and what must be done to integrate with desired systems and touch points. The report outlines the strategic steps and needs to holistically implement preference management across the enterprise.
A Momentum consulting engagement provides your organization with these benefits: