Summit Advisory Team

Phase Zero

Summit’s Phase Zero approach aims to align client teams on transformational goals and responsibilities, identify current state gaps and risks, and align on the best practices to use going forward.

Preparation

target

Objectives

Provide data, access requests to client.
Review expected time commitment from client team.
Identify key stakeholders and subject matter experts.
Schedule relevant meetings and workshops.

Strategic Alignment

target

Objectives

Formal sign-off and alignment as to “why” the transformational initiative is required.
Initial project scope defined for the Phase Zero effort.
Detailed roles and responsibilities across business and technology teams outlined for the Phase Zero effort.

Operational Workshops

target

Objectives

Site visit(s) to in scope warehouses for workshops and operational observation of current state processes.
Alignment on the current state processes in use and notable process gaps opportunities identified.
Business requirements defined and approved by client teams.

Technical Requirements

target

Objectives

Context diagram and current technical landscape outlined, highlighting dependencies and notable risks related to the warehouse management systems in use.
Technical requirements defined for the implementation phase.

Final Review

target

Objectives

Key deliverables packaged for hand-off to the software provider. Summit will lead the knowledge transfer and help the client transition into the implementation phase.
Definition of the scope and plans for the often overlooked activities; change management, user training, and operational analytics.