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

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