Recommendations Document – Your Custom Roadmap for Change
After your workshop, we don’t just hand over notes — we deliver a comprehensive Recommendations Document that captures every finding, decision, and next step in a clear, actionable format.
This is your blueprint for transforming your systems and processes, and it’s designed so you can move forward with confidence — whether you engage us for implementation or manage the changes in-house.
What’s Included
Our Recommendations Document covers:
- Executive Summary
A plain-English overview of what we found in your systems, what needs to change, and the key outcomes you can expect. - Current State Overview
A snapshot of your technology stack, processes, automations, and identified gaps. - Recommended Changes
Detailed, prioritised recommendations with rationale, expected benefits, and required inputs. - Application Recommendations
Which apps to keep, optimise, add, or retire — and why. - Workflow & Integration Recommendations
Step-by-step guidance on improving each process, from lead capture through to invoicing, reporting, and customer feedback loops. - Governance & Change Control
A framework for making changes safely, without business disruption. - Integration & Automation Detail
API and RPA integration plans, fallback procedures, and testing requirements. - High-Level Roadmap
A phased plan for implementing changes, broken into foundational setup, advanced automation, and continuous improvement. - Measurement of Success
Defined KPIs for operational efficiency, customer experience, and data quality, with reporting cadence. - Risk Management Plan
Identified risks with mitigation strategies, so you’re prepared before you begin.
Why This Matters
Without a structured recommendations document, change efforts often stall due to unclear priorities, missing dependencies, or lack of governance.
This document keeps everyone on the same page, ensures no step is missed, and provides a tangible reference that you can revisit at every stage of your project.
Download an Example
Want to see the level of detail we provide?
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