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Strategic Information Systems Audit & Roadmap Proposal for Mid-Sized Enterprises

Executive Summary

Mid-sized companies ($10M–$100M in revenue) face an increasingly complex digital landscape. Strategic Information Systems (IS) are no longer support tools — they are central to operational agility, cost efficiency, and sustained competitiveness. This document presents a concrete, academically grounded and market-tested framework that:

  • Identifies cost-saving and value-generating IT initiatives
  • Aligns IS with competitive business strategy
  • Assesses digital and AI maturity
  • Defines a realistic transformation roadmap

Our tiered audit and roadmap offering is designed to provide decision-makers (CEO, CFO, CTO) with an actionable plan to modernize their IT ecosystem, control costs, and unlock long-term strategic value.

Strategic Focus Areas

1. Cost Optimization

  • Identify and eliminate redundant infrastructure, licenses, services
  • Benchmark spending across cloud, SaaS, IT staffing, operations
  • Reinvest savings into growth-enabling innovation

2. Competitive Enablement

  • Use IS to enable unique service models, delivery speed, or customer intimacy
  • Assess digital gaps and opportunities vs competitors

3. Digital Transformation Maturity

  • Evaluate leadership, systems, culture, process digitization, and data practices
  • Benchmark the firm’s current stage and build a 3-year advancement path

4. AI Integration (Applied, Not Abstract)

  • Identify 2–3 fast-payback AI use cases (e.g. inventory prediction, chat automation)
  • Design pilot projects and outline build vs buy strategies

Methodology Overview

PHASE 1: Strategic Alignment & Current-State Assessment

Goal: Understand business goals, evaluate current IT landscape and maturity.

Key Activities:

  • Executive interviews (CEO, CFO, CTO)
  • IT infrastructure and cost audit
  • Digital maturity benchmarking (organization, process, tech)
  • AI readiness and data foundation check

Deliverables:

  • Business–IT alignment map
  • TCO & quick-win cost reduction list
  • Digital maturity scorecard
  • Risk exposure and gap analysis

PHASE 2: Opportunity Design & AI Strategy

Goal: Identify and prioritize strategic IS initiatives and value-adding AI pilots.

Key Activities:

  • SWOT, value chain and customer journey mapping
  • Competitive and IS capability benchmarking
  • Identify “quick wins” and strategic differentiators
  • Define AI use case short list

Deliverables:

  • Strategic IS Opportunity Matrix
  • AI Integration Brief (2–3 use cases)
  • Vision of Future-State IS Architecture

PHASE 3: Roadmap & Financial Modeling

Goal: Plan execution across time, resources, and budgets.

Key Activities:

  • ROI and payback model for each initiative
  • Roadmap phasing (Quick Wins, Core Projects, Advanced/AI Layers)
  • Estimate OPEX vs CAPEX for initiatives
  • Define KPIs and business success metrics

Deliverables:

  • 24–36 Month IS Transformation Roadmap (Gantt-style)
  • Financial Projection Workbook
  • Board-ready Executive Presentation

PHASE 4: Execution Setup & Governance Framework

Goal: Prepare the organization to implement the roadmap with rigor and agility.

Key Activities:

  • Define steering committee structure and responsibilities
  • Create governance and vendor oversight playbook
  • Setup change management and upskilling plan
  • Establish KPI dashboards and quarterly strategy review process

Deliverables:

  • Execution Governance Plan
  • Training & Change Management Blueprint
  • KPI + Risk Monitoring Templates

Best Practices Embedded

  • Quick wins delivered in first 60–90 days
  • AI pilots staged as low-risk, low-cost PoCs
  • Reuse before re-buy: maximize current tools/platforms
  • Vendor rationalization & contract audit
  • FinOps approach to cloud and IT budgeting

Tiered Audit Packages

Tier Scope Timeline
Tier 1: Rapid Diagnostic Current-state assessment, cost audit, maturity snapshot, exec workshop 2–3 weeks
Tier 2: Full Audit & Roadmap Full 4-phase audit with roadmap, financial models, AI brief, presentation 6–8 weeks
Tier 3: Advisory Partnership Full audit + co-piloting implementation for 3–6 months, steering committee setup 3–6 months incl.

Next Steps : a quick meeting.

Pierre-Jean Duvivier Thirdbrain SA

Pierre Jean Duvivier – Thirdbrain SA

We propose a 30-minute scoping call with your leadership team to:

  • Review your key business/IT goals
  • Choose a fitting audit tier
  • Define the best calendar and stakeholder engagement plan

We look forward to helping you unlock measurable value through a strategic IS transformation.

You can click on the link before or point your browser to :

https://calendly.com/pierre-jean-duvivier/rencontre-avec-pierre-jean-duvivier-thirdbrain-sa