How advisory projects work
A clear, structured advisory process from enquiry to next steps
Technology advisory projects at StrategicTech follow a structured process — from understanding the business context through systems review, options identification, roadmap building, and confirmed next steps.
Advisory process
Seven stages of technology advisory
Each stage has a clear purpose — what the client provides, what StrategicTech reviews, and what gets confirmed before moving forward.
Submit Advisory Enquiry
Client provides
Submit the advisory enquiry form with your business context, current technology challenge, systems in use, and the decision or question under review.
StrategicTech reviews
Initial review of the enquiry to understand the advisory context, scope, and whether StrategicTech Advisory is the right fit for the work.
Gets confirmed
Acknowledgement of the enquiry and initial response to discuss next steps.
Why this stage matters: Understanding the enquiry context clearly before committing time or cost ensures the advisory engagement is properly scoped and genuinely useful.
Clarify Business Goals and Current Challenge
Client provides
Provide clarity on the business context — goals, operational challenges, current systems, users, and what the technology decision or issue is.
StrategicTech reviews
Review of business context information to understand priorities, constraints, and the nature of the technology challenge.
Gets confirmed
Agreed understanding of the business goals and technology challenge to be addressed through advisory support.
Why this stage matters: Advisory recommendations cannot be shaped without first understanding what the business is trying to achieve and what constraints exist.
Review Current Systems, Workflows and Suppliers
Client provides
Provide details of current systems, software, suppliers, contracts, users, workflows, data structures, and pain points.
StrategicTech reviews
Assessment of the current technology landscape — tools in use, integrations, supplier relationships, data flows, and operational context.
Gets confirmed
Current state summary covering systems, suppliers, known limitations, and key operational dependencies.
Why this stage matters: Technology advisory must be grounded in the actual current state — not an assumed or idealised version of it. Accurate information is essential.
Identify Options, Risks and Dependencies
Client provides
Review advisory direction, provide feedback on options, flag constraints or considerations not yet captured, and confirm priorities.
StrategicTech reviews
Identification of technology options, vendor considerations, implementation dependencies, risk factors, and governance considerations relevant to the challenge.
Gets confirmed
Options and risk summary covering available directions, dependencies, supplier considerations, and key decision factors.
Why this stage matters: Understanding available options and their associated risks, costs, and dependencies is the basis for confident technology decisions.
Build Roadmap or Recommendation Direction
Client provides
Review the roadmap or recommendation direction, provide feedback, confirm priorities, and flag any business changes that affect the plan.
StrategicTech reviews
Development of a technology roadmap or advisory recommendation — structured, phased, and realistic — based on agreed scope and business context.
Gets confirmed
Advisory recommendation or roadmap document, phased where appropriate, with priorities, dependencies, decision points, and review milestones.
Why this stage matters: A structured roadmap or recommendation provides a practical basis for decision-making and future technology planning.
Discuss Supplier, Software or Implementation Considerations
Client provides
Review supplier shortlists, evaluation frameworks, implementation partner considerations, and provide feedback on specific options.
StrategicTech reviews
Advisory input on supplier selection, software evaluation, implementation planning, and related considerations — shaped by requirements and risk.
Gets confirmed
Evaluation summary, shortlist, or implementation advisory note covering relevant options and considerations.
Why this stage matters: Technology choices involve supplier relationships, contract terms, implementation dependencies, and risk factors that benefit from independent review.
Confirm Next Steps and Follow-Up Requirements
Client provides
Review and confirm the next steps, flag any implementation requirements, and identify any further advisory questions.
StrategicTech reviews
Summary of agreed next steps, follow-up advisory requirements, review schedule, and any outstanding questions or decisions.
Gets confirmed
Agreed next steps, review milestones, and clarity on what further advisory support is required.
Why this stage matters: Advisory engagements should conclude with clear, agreed next steps — not a report that sits on a shelf. Follow-up review keeps technology decisions aligned with business change.
Advisory transparency
What shapes advisory accuracy
The quality and accuracy of advisory output depends directly on the information provided and the completeness of the agreed scope.
Current systems information
Accurate details of systems, software, and suppliers in use — including contracts, access, and integration details.
User and process input
Feedback from the people who use the systems and understand the operational workflows and pain points.
Data requirements clarity
Understanding of data quality, data flow, reporting needs, and any data-related constraints or requirements.
Supplier documentation
Access to relevant supplier contracts, licence terms, integration specifications, and support arrangements.
Governance context
Relevant legal, data protection, regulatory, or compliance context that affects technology decisions.
Budget guidance
Honest budget guidance — even approximate — to ensure recommendations are commercially realistic.
Ready to start an advisory project?
Technology advisory projects start with a clear enquiry. Submit the form to share your business context, current challenge, and what you need to clarify or decide.
Advisory support subject to agreed scope. Technology consultancy, IT roadmaps, systems review, vendor evaluation, and advisory outcomes are confirmed individually for each enquiry.