Theme Colors

We don't sell you our methodology. We sell you our experience. Our consulting methodology is our starting point for delivering mobile results tailored for you.

About Our Consulting Methodology:

Modified Agile process: modular, iterative
Combination of consultants on and off-site as needed
Blended consulting team – get access to the right resource at the right time
Completely configurable – designed to get it done right, with immediate results
Customer focused – user experience and achieving initiative goals stays front and center

Current Mobile State Assessment

Initiate the process by conducting initial interviews and collecting information regarding the different lines of business and their corresponding support infrastructure.

The objective of this step is to get a high level overview of the business in order to focus later steps in the process. It is necessary to interview one or more representatives who can cover current delivery capabilities, architecture and operations at a high level for the different lines of business.

  • Kickoff meeting with sponsor(s)
    • Validate goals, timelines, constraints, logistics, etc.
    • Validate business units to focus on
    • Identify key contacts in lines of business to interview
    • Gather contact information for key contacts
    • Deliverables: Stakeholder contact info, draft schedule, high-level project details
  • Assess components of existing mobile strategy
    • Review existing documentation
    • Conduct initial interviews, starting the Mobile Inventory process
    • Collect information about each line of business and support infrastructure
    • Interview variety of stakeholders including business and technology
    • Preliminary identification of technology, risk, regulatory, and resource constraints
    • Preliminary identification of obvious, high impact opportunities and risks
    • Initial competitive positioning assessment (current and future projection)


  • Current Mobile State document
  • Initial Mobile Inventory drafts
  • Updated schedule

Mobile Inventory

  • Performed as an overlay process for each initiative
  • Elaborate
    • Products and services offered or tasks performed (employee/agent facing)
    • Customer/user demographics
    • Current offline and online processes
    • Key pain points and goals
    • Key Performance Indicators (KPIs) and other measurements
    • Cost/revenue impacting tasks outlined in business case module (see below)
    • Existing/anticipated technologies/vendors and their performance
    • Integration points
    • Investigate process from user perspective (interviews, analytics, CEM tools, surveys, focus groups)


  • Mobile Inventory document

Mobile Market Workshop

Provides market data and presents a forum for collecting feedback. This interactive workshop provides mobile business trends specific to your industry at large. In addition, we drill down more deeply into vertical areas touched on during the initial interviews to determine readiness, feasibility and ROI potential.

  • Workshop for teams organized either cross-functionally or by team
  • Mobile business trends and metrics specific to initiative(s) under assessment
  • Competitive overview and positioning
  • Key vendor overview


  • Mobile Market Workshop materials

Ideation: CUSO (Creatively Uncover Strategic Opportunities)

Combines our industry expertise with the information in the Mobile Inventory and Current Mobile State documents to validate our current understanding and uncover creative new opportunities to consider.

  • Creative brainstorming/ideation sessions with business and technology stakeholders
  • Often performed in conjunction with Mobile Market Workshop to optimize schedules
  • Provides an opportunity to interview broader population and validate early interviews
  • Attempt to fill any Mobile Inventory and Mobile Business Justification Framework gaps
  • Recommended for each initiative


  • Strategic Opportunities document
  • Updated Mobile Inventory document

For more info: Contact Sales

Mobile Business Justification Framework

Provides a qualitative structure for evaluating the impact of mobile initiatives and functionality. This framework helps you weigh the various costs and benefits using the information gathered during the Understanding phase. The goal is to focus your strategy on the components that matter the most to your organization so you ultimately make the right long-term decisions.

  • Performed for each initiative
  • Identify KPIs and metrics in other parts of business unit (e.g. online, bricks-and-mortar)
  • Identify tasks that affect cost and/or revenue
  • Calculate project costs
  • Calculate return on investment (ROI)


  • Mobile Business Justification Framework

Mobile Strategy

Leverages everything gathered so far to analyze it all and develop the right approach for the organization, individual projects, and the operating environment. Our experience and this structure guides you through the maze of constraints, technologies, priorities, and myriad other points to consider.

Through iteration over a combination of workshops, analysis, and consensus building, we provide an actionable mobile strategy assessing organizational readiness and suggesting an approach for each initiative or business line. 

  • Identify gaps, needs & key opportunities
    • Target users
    • Channels/Platforms to support
    • Key functionality
    • Competitive status, user requests
    • Identify high priority, low risk projects
    • Solidify People and Objectives for each initiative (there's more than POST)
    • Analyze opportunities and prioritize for risk/reward
    • Analyze risk exposure
    • Identify hard to defend business case components
    • Vet strategy for negative case, devil's advocate, outlier impact and likelihood
    • Identify skeptical or unsupportive stakeholders and observers
    • Identify strategies to handle technology & marketplace issues
      • Strategy to support channels/platforms required
      • Strategy to support changing platform support requirements
      • Innovation strategy – how to leapfrog the competition and stay in the lead
      • Development reusability strategy across projects and business units
      • Strategy for common look-and-feel across projects, business units
      • Strategy to handle objections of skeptical or unsupportive entities
      • Hotfix and upgrade strategy
      • Development technology training strategy
      • Sales force & go-to-market training strategy
      • Interaction/integration with social media strategy
      • Device and application management and security
      • Identify short list of technologies and/or vendors to evaluate for any gaps in strategy
      • Iterate
        • with sponsors
        • with select key stakeholders
        • with broad stakeholder community


  • Mobile Strategy document
  • Mobile Roadmap document

For more info: Contact Sales


Provides subject matter expertise through the critical phase of actually delivering results through execution of the mobile strategy. Invariably industry conditions will change and new insight will be uncovered during delivery. Our goal is to help you succeed by guiding you through construction and continually refining the strategic plan.

And of course, the release is just the beginning of the next phase. We're here to help you assess what you've achieved and help you move forward even faster in the future.

Mobile Execution

  • Develop high-level requirements
  • Select vendors and/or technologies required but not in place
    • RFI/RFP creation, if required
    • Vendor selection criteria
    • Vendor short list
    • Vendor interviews
    • Vendor evaluation & proofs-of-concept, if required
    • Vendor scoring
    • Vendor selection with key stakeholders
    • Vendor contract negotiation and process management
    • Develop functional requirements
    • Develop measurement requirements
    • Develop UAT success criteria
    • Develop testing plan (particularly for variations of devices, browsers, connection)
    • Manage construction, unit testing, and functional testing
    • Manage deployment  & early production support


  • Requirements documents
  • Vendor selection deliverables (short list, RFI/RFP, Success Criteria, signed vendor)
  • Testing strategy
  • Measurement plan
  • SDLC deliverables and ultimately running software (using your development resources or similar)

Mobile Measurement & Refactoring

  • Monitor Go-Live & KPIs especially financial performance of intitiatives
  • Monitor Voice-of-the-Customer (VOC)
  • Monitor social media engagement
  • Perform part or all of Understanding steps (see above), including:
    • Competitive analysis
    • Gap and opportunity analysis
    • Roadmap refactoring


  • Revised Mobile Strategy document
  • Revised Mobile Roadmap document

For more info: Contact Sales


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