Which technology to invest in? Must we adopt AI? These are the questions many companies face as they are bombarded by pitches from technology vendors. Without a clear compass, stakeholders lose time and momentum as they debate over competing wish lists.
Below is a example of how I might help one such organization – an Elder Care facility – decide which technologies to adopt, based on real needs and strategic fit.
1️⃣ Stage 1: Strategic Mapping
Identify all stakeholders, activities, and tools. Clarify where things stand.
- Executive interviews
- Review: organizational goals, care models, compliance constraints
- Review: current and proposed technologies
- Service mapping / staff workflows (e.g. resident onboarding, daily care routines, family communications)
- Journey mapping (residents, families)
What you get:
- A comprehensive ecosystem view of all players, operations, and experiences
- An inventory of all existing and proposed technologies
- A shared understanding of the current state
2️⃣ Stage 2: Needs discovery
Identify cross-organizational needs. Evaluate existing technologies.
- Stakeholder interviews (leadership, care staff, IT, residents, families, etc.)
- Ethnographic observations (if applicable)
- Identify key needs, wants, and pains
- UX audit /usability tests of existing technologies
What you get:
- A deeper understanding of stakeholders’ needs and challenges
- Insights into how well current technologies support those needs
3️⃣ Stage 3: Analysis & Synthesis
Make sense of findings to identify gaps and opportunities.
- Analyze and synthesize insights from Stage 1 and 2
- Identify gaps and inefficiencies
- Identify opportunities where technology may add value
What you get:
- A clear view of gaps and opportunities
- Preliminary user and technology requirements
4️⃣ Stage 4: Prioritization & Alignment
Establish criteria. Align stakeholders on what matters most.
- Co-develop evaluation and prioritization criteria
- Rank opportunities by impact, feasibility, urgency, etc.
- Facilitate a stakeholder alignment meeting
What you get:
- Prioritized user and technology requirements
- Stakeholder buy-in and alignment
5️⃣ Stage 5: Recommendations & Roadmap
Recommend best-fit technologies. Plan for procurement or implementation.
- Match needs with technological solutions
- Co-create an execution roadmap
- Deliver a Summary Report
What you get:
- Best-fit recommendations
- A Needs-Technology Fit Summary Report
- Presentation (optional)
💬 Interested in knowing more? Would love to chat with you !- Email or send me a message on LinkedIn.