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MSS Business Transformation Advisory helps you meet your IT Maturity goals to drive increased value for your organization. OBJECTIVE: Transform Your IT Functions to Maximize Value MSS Business Transformation Advisory helps you meet your IT Maturity goals to drive increased value for your organization. Schedule a Free Consultation Why THIS OBJECTIVE is important By maximizing IT maturity, an organization can reduce IT cost up to 19% Reduce productivity loss from unplanned downtime by up to 73% with modernized technology. IT organizations with a business-aligned strategy are 1.5x more likely to influence business growth. How to ACHIEVE this Objective Any organization that wants to succeed in today's fast-paced, technology-driven world must place a high value on information technology (IT). In order to stay competitive, IT organizations must continuously strive for improvement. Our Approach focuses on three steps that will help your IT organization move from its current performance levels to maturing into a key component of your organization's success. ASSESS Select an appropriate IT Maturity Model and clearly identify your current maturity level (current state) and the ultimate maturity level you want to achieve (future state). OPTIMIZE Align your People, Processes and Technology to drive incremental performance improvements across your organization. TRANSFORM Take your IT organizational performance to the next level. Change your IT Operating Model to embrace innovation, leverage technology and add/improve services to drive increased value for your organization. As IT transformation advisors we work with our clients to discover their unique answer. Our experienced consultants will guide you through each stage, as appropriate, for your organization. Our focus is not just on completing a specified scope of work, but on implementing change that delivers the outcomes you are looking for. See how our guidance can add value to your organization. Explore Explore Explore See Our Approach Maximize your technology and business investments. Connect With Us

Explore our consulting firm's personalized insights and perspectives with our downloadable resources. Elevate your knowledge and skills today! Downloadable Resources Guiding Organizations Through Successful Digital Modernizations Download Successfully Navigate a System Integration Transformation Download The Key Element Strategic Plan Checklist Download 5 Tips to Successfully Onboard Suppliers Download Business-IT Alignment Checklist Download Business-IT Alignment Assessment Download 3 Ways to Maximize ROI During OCM Download Business Case Checklist Download Business & Technology Transformation Lifecycle Download Virtual Requirements Gathering Download 10 Qualities of a Transformational Leader Download Communication, Culture, and Values Help C-Suite Drive Corporate Results Download Agile Project Management Pocket Resource Download Cornerstone Qualities of a Transformation Leader Download Typical Digital Modernization Journey Download Protect Your Transformation Download IT Strategic Planning Checklist Download 6 Ways to Get the Most from IT Strategic Plans Download 4 Steps to a Report Rationalization Process Download 9 Tenants of Change Through ERP Implementation Download Leadership Governance and Accountability Download Optimized vs Outdated ERP Download Application Portfolio Management Download Timeless Lessons in Business Download Effectively Implement ERP IFS Cloud Download Establish Your Center of Excellence Download BPI in an RPA World Infographic Download Confirm Your Intuition with Diagnostics Download OCM Checklist Download 3 Components of Transformation Oversight Download 5 Steps to IT Service Delivery Download 10 Benefits of LGA in Transformation Download Business Transformation Organization Models Download Organizational Benefits of Change Management Download Enterprise Application Optimization Download 8 Ways the CEO and CIO Use Alignment for Value Creation Download Understanding the 4 Principal Areas of Digital Modernization Download BPI in an RPA World List Download ERP System Upgrade Checklist Download 3 Risks of Neglecting the People Side of Change Download 3 Components of Selecting the Right Vendors Download 5 Phase Approach to Process Improvement Download Align IT with Business Strategy Download Change Readiness Scorecard Download Road to IT Strategic Planning Download Enterprise Application Replacement Download 11 Tips to Avoid Common Pitfalls During an ERP Implementation Download CHECKLIST: Tips for Adopting and Upgrading Technology Download Build Your RPA Team Download SaaS Update Checklist Download Experience Sustainable Transformation Download 7 Motivators Leaders Use to Drive Change Download 5 Phases of Vendor Selection Download Avoid These Cost-cutting Mistakes Download How to Build a Performance Management Dashboard Download Transformation Project Lifecycle Download 6 Projects a C-Suite Consultant Can Do to Drive Value Download Return to Insights Receive personalized insights and perspectives Contact Us

Assessment Services compare your organization's current state to industry best practices. They are designed to discover overall organization strengths and weaknesses and to identify specific performance gaps and opportunities for improvement. Assessments allow you to target optimization and transformation opportunities. Most importantly, they help you focus on actions and investments that will improve business outcomes. Diagnostics to Meet Your Business and IT Goals DIAGNOSTICS Diagnostics compare your organization's current state to industry best practices. They are designed to discover overall organization strengths and weaknesses and to identify specific performance gaps and opportunities for improvement. MSSBTA's diagnostics are a quick, easy, and cost-effective way to collect data and turn it into practical insights that can be used to develop action plans and to communicate with key stakeholders. Each diagnostic includes a quantitative survey and a verbal presentation along with a written report of our findings. Most diagnostics can be completed in 2 to 4 weeks (slightly longer for large organizations). Not sure which Diagnostics are right for your organization? Our solutions experts can help ! Application Portfolio Diagnostic Learn More IT Management & Governance Diagnostic Learn More Reporting & Analytics Diagnostic Learn More CEO-CIO Alignment Diagnostic Learn More IT Organization Design & Staffing Diagnostic Learn More Team Performance & Communication Diagnostic Learn More CIO Business Vision Diagnostic Learn More IT Security Governance & Management Diagnostic Learn More Data Quality Diagnostic Learn More PPM Current State Diagnostic Learn More End User Satisfaction Diagnostic Learn More Project Management Methodology Evaluation Learn More Our Diagnostics, YOUR BUSINESS HOW IT HELPS: Verify alignment between business and project objectives. Determine if the appropriate level of leadership, governance, and accountability exists on your project. Obtain a list of recommendations to improve the likelihood of project success. PROJECT MANAGEMENT METHODOLOGY EVALUATION Ensure your project is on time and on budget. A Project Management Methodology Evaluation will help identify where there are gaps or issues. $8,000 WHO IT HELPS: IT Management Project Stakeholders More Information Project Health Assessment WHO IT HELPS: IT Management Leadership Power Users IT MANAGEMENT & GOVERNANCE DIAGNOSTIC Evaluate the current state of your core IT processes and understand their perceived importance and effectiveness to the business. $8,500 HOW IT HELPS: Understand your department's strengths and weaknesses. Prioritize your key IT processes and build an improvement roadmap. Establish clear ownership of core IT processes. Empower your team with a training and development plan for process owners. More Information IT Management & Governance IT ORGANIZATION DESIGN & STAFFING DIAGNOSTIC HOW IT HELPS: Communicate and justify IT's headcount. Allocate staff more effectively. Identify low-value activities and wasted time. Engage your team on how to improve IT. IT ORGANIZATION DESIGN & STAFFING DIAGNOSTIC Make IT a corporate powerhouse by improving your ability to grow, deploy, and manage your team. $8,000 WHO IT HELPS: Key non-IT stakeholders: management and above More Information APPLICATION PORTFOLIO ASSESSMENT DIAGNOSTIC HOW IT HELPS: Understand application portfolio and IT service satisfaction. Identify cost savings opportunities from unused or unimportant apps. Build a roadmap for improving user IT services. Manage needs by department and seniority. APPLICATION PORTFOLIO DIAGNOSTIC Develop data driven insights to help you decide which applications to retire, upgrade, re-train on or maintain, to meet the demands of the business. $7,500 WHO IT HELPS: All IT staff (including CIO) More Information DATA QUALITY DIAGNOSTIC DATA QUALITY DIAGNOSTIC Get a report showing the business’s evaluation of data quality so you can focus your improvement efforts to meet their needs. $8,000 HOW IT HELPS: Measure business satisfaction with data quality and uncover opportunities by system and department. Identify the most important & error-prone fields identified by the business. Work with your key stakeholders to ensure they are satisfied. Schedule and deliver focused training immediately for quick wins that deliver the most value. More Information WHO IT HELPS: All end users: front-line individual contributors to execs (except for IT, usually) REPORTING & ANALYTICS DIAGNOSTIC REPORTING & ANALYTICS DIAGNOSTIC Get a report showing the business's most pressing reporting and analytics needs so you can focus your improvement efforts to meet their needs. $8,000 HOW IT HELPS: Measure business satisfaction with corporate reports and uncover opportunities by report and department. Identify new reports that the business needs. Determine who needs access to self-serve and advanced analytics tools and why. Work with your key stakeholders to ensure they are satisfied. Schedule and deliver focused training immediately for quick wins that deliver the most value. More Information WHO IT HELPS: Primary users of the specified software application IT SECURITY GOVERNANCE & MANAGEMENT DIAGNOSTIC IT SECURITY GOVERNANCE & MANAGEMENT DIAGNOSTIC Collect the data you need to effectively manage IT security. $8,500 HOW IT HELPS: Security Governance & Management Scorecard: Improve and optimize your security governance and management by understanding your current strengths and weaknesses. Security Business Satisfaction & Alignment: Measure business satisfaction with security and analyze gaps between IT and business perceptions of security practices. WHO IT HELPS: Primary users of specified reports More Information PPM CURRENT STATE DIAGNOSTIC PPM CURRENT STATE DIAGNOSTIC Collect the data you need to understand and optimize your PPM practices. $8,000 HOW IT HELPS: PPM Current State Scorecard: Evaluate the current state of your PPM practices and chart a strategy for success. PPM Customer Satisfaction: Create alignment by understanding the customer perspective. PPM Assessment: Analyse your PPM practices in-depth for thorough improvement and optimization. PM Assessment: Apply the in-depth approach to PM to achieve success. More Information WHO IT HELPS: IT Security Leaders CISO & CIO CIO BUSINESS VISION DIAGNOSTIC CIO BUSINESS VISION DIAGNOSTIC Uncover insights to understand your key business stakeholders, find out what is important to them, and improve your interactions. $10,000 WHO IT HELPS: CEO CIO & CXO (or equivalent leadership) HOW IT HELPS: Measure and improve business satisfaction. Improve alignment between IT and the business. Develop a stakeholder management program. Use a data-driven approach to systematically improve IT. Help establish focus for IT’s strategic direction. More Information CEO-CIO ALIGNMENT DIAGNOSTIC HOW IT HELPS: Align IT with business priorities. Establish IT performance indicators. Invest in new technology and innovation. Build alignment with strategy, portfolio, and budget. CEO-CIO ALIGNMENT DIAGNOSTIC Achieve alignment by understanding your CEO’s perspective and priorities so you can satisfy your most important stakeholder. $10,000 WHO IT HELPS: IT Security Leaders CISO & CIO More Information End User Satisfaction Diagnostic HOW IT HELPS: Evaluate user satisfaction with core IT services. Assess business enablement and IT communications. Build a roadmap for improving user IT services. Provide targeted department feedback. END USER SATISFACTION DIAGNOSTIC Find out what users really think of IT services and develop data driven insights to help you decide what needs to be addressed to meet the demands of the business. $7,500 WHO IT HELPS: CEO CIO & CXO (or equivalent leadership) More Information Team Performance & Communication HOW IT HELPS: 3-D heat-map provides quick and easy identification of trouble areas Create team and individual improvement plans from map and survey data Repeat the survey process to give periodic views of progress TEAM PERFORMANCE & COMMUNICATION DIAGNOSTIC Quickly enhance team communication, collaboration, and teamwork in remote, virtual, and hybrid teams using a 3-D heat-map to display how your team currently communicates and prefers to communicate. $7,500 WHO IT HELPS: All stakeholders that regularly communicate within the team, from front-line individuals to execs More Information TRUSTED BY 1/2 1/2 1/2 1/2 Maximize your technology and business investments. Connect With Us

Discover the expertise of Travis Cunningham, a leading figure in the consulting industry. Uncover insights on business performance and strategy. Travis Cunningham With 20+ years of experience, Travis Cunningham is a change leader and project management pro. From ERP implementations to corporate mergers, Travis has navigated complex projects across many industries. He is also a Human Resources ace. He has expertise in strategic planning, leadership retreats, team building, and crafting strategic HR plans that boost organizational performance. Travis's Publications How New Technology Transforms the Job Market: A Historical Perspective - Part 1 It is hard to finish a day without some talk or article about artificial intelligence (AI). Schools are having to respond to students... When to Dig for Questions, Not Answers A few weeks ago, I noticed the telltale sign of a sprinkler pipe leak in my backyard. I knew I was in for a muddy Saturday morning. I cut... Want High User Adoption? Avoid these 2 Pitfalls A lot is at stake when implementing new technology or process improvement. You wouldn’t be going through the expense or disruption to... View All MSSBTA Insights Focus on business performance, not just implementation. Contact Us

MSS Business Transformation Advisory offers expertise and guidance to help your organization achieve its business objectives. Regardless of where you are in the transformation journey, we work with you to define your next step, and develop a unique solution to most effectively reach your goals. Unique Services For Your Transformation Get the expert guidance you need to help your organization achieve its business objectives. Start Today CUSTOMIZED Transformation Services MSS Business Transformation Advisory offers expertise and guidance to help your organization achieve its business objectives. Regardless of where you are in the transformation journey, we work with you to define your next step, and develop a unique solution to most effectively reach your goals. UNDERSTAND YOUR ORGANIZATION ASSESS Assessment Services compare your organization's current state to industry best practices. They are designed to discover overall organization strengths and weaknesses and to identify specific performance gaps and opportunities for improvement. Assessments allow you to target optimization and transformation opportunities. Most importantly, they help you focus on actions and investments that will improve business outcomes. Sample of Diagnostics Application Portfolio Assessment Diagnostic CEO-CIO Alignment Diagnostic Data Quality Diagnostic End User Satisfaction Diagnostic IT Management & Governance Diagnostic Project Management Methodology Evaluation Reporting & Analytics Diagnostic Get Pricing Assess Services IMPROVE YOUR PROCESSES OPTIMIZE Optimize Services focus on aligning people, processes, and technology to drive improved organizational performance. These services concentrate on maximizing the capabilities of your current technology, streamlining and aligning your processes to work synergistically with your technology, and making sure that your employees have the knowledge and skills to execute the processes to the best of their abilities. When you Optimize, it improves efficiency and effectiveness of your organization resulting in improved performance and business outcomes. Targeted Optimization Services can be used to improve the performance of specific areas or processes within your organization. Here is a sample of potential optimization services: Process Improvement - A current state assessment/measurement of existing process(es) along with design facilitation, implementation and adoption of improved process(es). Project Rescue - A corrective action plan development and execution to get the project back on track. (Project Rescue should be combined with a Project Health Assessment to fully evaluate and determine Project Rescue as the correct path to take for your project.). Application Optimization - A process to identify opportunities to optimize processes and software to address current pain points to avoid significant expense associated with acquiring new software. Application/Process Adoption - A current state assessment of readiness and level of adoption. It provides a full scope of change management services to drive adoption to the desired level. Optimize Services YOUR STRATEGY IN MOTION TRANSFORM Through our Transform Services, you will be able to create sustainable change to drive business outcomes. Whether you are transforming an entire organization, business unit, or department, your transformation will be enabled through targeted, dedicated support throughout the journey. Here is a sample of potential optimization services: IT Strategic Planning - A strategy and plan to operationalize business strategy and accept accountability for the plan execution leading to the desired transformation/change. Transformation Oversight/Governance (LGA) - A review of plans and strategy, and accountability for plan execution leading to the desired transformation/change. Vendor Selection - An end-to-end solution from identifying business requirements through supporting contract negotiations for software or integration services. It includes business requirements, identifying a vendor list, creating an RFP, developing a scoring matrix, developing a demo script, coordinating demonstrations, facilitating recommendation/decision and supporting the contract negotiations. Enterprise Change Management - A strategy and plan developed to implement formalized change management throughout an organization, business unit, department, etc. Transform Services For your customized transformation Solutions... Connect With Us

Acquire and implement new technology to take your organizational performance to the next level. Transform your organization Acquire and implement new technology to take your organizational performance to the next level. Start Today Welcome to Assess • Optimize • TRANSFORM “IT teams have had to pivot dozens of times since the pandemic hit. There's little room for those who are stuck in old ways." – Lev Gonick, CIO, Arizona State University YOUR STRATEGY IN MOTION MSSBTA defines TRANSFORM as the undertaking of any significant change within an organization intended to produce meaningfully improved results. Most transformation efforts today involve technology, requiring an optimized alignment between people, processes, and technology to deliver the intended results. This alignment, along with a disciplined approach to implementation and a continuous focus on the desired results, are the keys to a successful transformation. A successful transformation involves three distinct phases: Each of these phases involves coordinating a variety of your stakeholders and partners, making critical decisions, aligning multiple plans, leading organizational change, and managing/mitigating numerous risks, all while staying focused on the outcomes your organization is trying to achieve. Transformations involve significant complexity but the right team and approach can deliver the expected results. Below is a sample of potential optimization services: IT Strategic Planning - A strategy and plan to operationalize business strategy and accept accountability for the plan execution leading to the desired transformation/change. Transformation Oversight/Governance (LGA) - A review of plans and strategy, and accountability for plan execution leading to the desired transformation/change. Vendor Selection - An end-to-end solution from identifying business requirements through supporting contract negotiations for software or integration services. It includes business requirements, identifying a vendor list, creating an RFP, developing a scoring matrix, developing a demo script, coordinating demonstrations, facilitating recommendation/decision and supporting the contract negotiations. Enterprise Change Management - A strategy and plan developed to implement formalized change management throughout an organization, business unit, department, etc. How We Help You TRANSFORM Given that traditional approaches to transformation have yielded poor results, we recommend a different approach involving an experienced guide with a unique set of capabilities. This new role includes being an advisor, an advocate, and a guide for your organization. We have the knowledge and experience to successfully implement new technology that will enable your organization to achieve the desired outcomes. We will work with you to: Envision Strategize Achieve Analyze existing assessments Identify gaps & opportunities Clearly define the desired results from your transformation Select the best partners Align contracts Develop a comprehensive plan Implement a governance structure for monitoring status and making timely decisions Institute a risk and issue management process to mitigate risks and resolve issues throughout the transformation Keep everyone focused on the desired outcomes Manage the plans and mitigate the risks Hold all parties accountable Advocate for the best interests of your organization with all involved stakeholders Ultimately, our role is to provide insurance for the success of your transformation. Advantages of Our UNIQUE Approach As an independent 3rd party, we are able to hold all parties accountable regardless of role or position. We have the skill and knowledge to align contracts and plans across a variety of partners. Our experience and tools help tailor governance and decision-making processes to fit your organization and initiative. Transformation experience and knowledge allows for the anticipation and early mitigation of risks and creative solutions to issues that arise. Our consultants have the discipline to focus on your desired outcomes, make necessary adjustments during the transformation, and deliver the anticipated results. ENVISION The ENVISION phase of TRANSFORM focuses on creating a vision that clearly describes your company's transformation objectives. Envisioning includes capturing goals, objectives, and desired business outcomes so everyone clearly understands current state, desired future state, and post transformation anticipated business outcomes before the start of the transformation. Envision confirms you have alignment and understanding across all key stakeholders including the total necessary investment and expected returns/results. ENVISION BEST PRACTICES CRITICAL SUCCESS FACTORS Have a clear purpose Understand your current state and desired future state Determine where you are headed and WHY Develop detailed knowledge and documentation of business impacts Focus on identifying the necessary investment and expected return on investment/business outcomes Consistent representation and buy-in from all impacted stakeholder groups Knowledge and experience to successfully establish foundational concepts Willingness to embrace change and innovation Envision STRATEGIZE The STRATEGIZE phase of TRANSFORM is focused on developing a comprehensive plan of action to transform the organization to the desired future state and to deliver the anticipated return/outcomes. The plan should include action items, internal resources required, external partners, and solutions. The result is clear understanding of what needs to be done, who will be impacted, what tools/solutions will be needed, and what partners will be enlisted in support of achieving the desired transformation. Strategize clearly lays out the governance structure for a successful transformation along with a detailed plan, required resources, and defined roles and accountabilities. This phase lays the foundation and has a direct correlation to the success of the ACHIEVE phase. STRATEGIZE BEST PRACTICES Leverage transformation experience, bring in external expertise if necessary Leverage solid program/project management methods and experience Break Transformation into phases to make it more manageable Understand your organization's transformation readiness Don't over plan - there is no perfect plan and all plans will need adjustments during the Achieve phase CRITICAL SUCCESS FACTORS Consistent representation and buy-in from all impacted stakeholder groups Transformation knowledge and experience Understanding of key roles and responsibilities necessary for success Willingness to make the necessary investments - there are no shortcuts to transformation success Strategize ACHIEVE The ACHIEVE phase of TRANSFORM focuses on the successful execution of the comprehensive plan developed in the Strategize phase. It is the launching pad to successfully execute your organization's transformation, deliver the intended business value, and yield positive business results. It is your strategy in motion. Successfully executing the transformation strategy requires unique skills, knowledge, experience, and methods. It also requires leadership, discipline, and accountability. It is critical that you engage a transformation leader with the right experience and capabilities, and empower them to guide your transformation. While there is no guarantee that your transformation will succeed, strong oversight and governance, and the focus on results will significantly improve your odds of a successful transformation. ACHIEVE BEST PRACTICES Engage an independent Transformation leader or leadership team empowered to hold everyone accountable Clearly define governance and decision-making structure and processes Employ a disciplined approach to select solutions and partners Employ a disciplined approach to risk and issue management Ensure transparency into current transformation status Continuous focus on desired outcomes with the willingness and ability to make necessary adjustments Impacted stakeholders should be able to complete their function on day one after the transformation Focuses on processes and organizational change management, not just technology CRITICAL SUCCESS FACTORS Engaged and actively involved transformation sponsor and organization leadership Experienced and independent Transformation leader with necessary capabilities Willingness to hold everyone accountable Ability to adjust plans to address risks and achieve desired outcomes Comprehensive team of the right partners with clear roles, responsibilities, and accountability Appropriate focus on processes and organizational change management - it's not just a technology project Achieve CLIENT RESULTS RETAIL GIANT TRANSFORMS THEIR SUPPLY CHAIN The Challenge: The client struggled with a supply chain organization that was oversized and inefficient. They were unclear how to align best practices where there were critical gaps or how to transition without impacting performance. The Solution: An in-depth current state assessment of the organization’s processes and critical measurements was conducted. Once critical gaps were defined, potential initiatives were identified, developed, and prioritized to close gaps using a customized strategic roadmap. This included target metrics and anticipated savings. The Result: The client had a clear understanding of their performance and issues, leading best practices to improve performance, and an actionable strategic roadmap for the organization to become more streamlined, without compromising on performance. AGENCY INVESTS IN DIGITAL TRANSFORMATION FOR SUCCESS The Challenge: The client needed to update their legacy system to improve their workflow to provide improved functionality. The decommissioning and implementation process stalled, and the client was unsure if the original business requirements still matched their current needs and objectives. The Solution: MSSBTA examined the business requirements of the original project plan to determine if they were aligned with the client’s current needs. Additionally, they assessed the vendor’s capability of supporting the implementation with limited liability. The Result: The existing parameters of the implementation project did not cover all parts and pieces needed to support the client’s future state vision. MSSBTA recommended investing time to explore other implementation options before proceeding. PERSPECTIVES The People Produce the Results Not the Technology Technology can scale, automate, and accelerate but it can’t care. It can’t connect, motivate, or innovate on its own. People do that. And when they’re aligned, empowered, and supported through process and purpose, the results follow. With people leading the way. Perspectives How to Treat Information as a Strategic Asset Leading organizations use information to anticipate trends, personalize services, and respond with agility. From advanced analytics to AI, the potential is limitless, but only if your information foundation is strong. Whether you're starting with file cleanup or implementing enterprise-wide knowledge management, the goal is the same: to turn passive data into proactive intelligence. You already have the information. The question is: Are you using it to its full potential? Perspectives AI Adoption: Build Your Foundation Before You Build Your Future If you’re serious about AI, start with a strong foundation. This isn’t just a checklist—it’s a way to do your job better, earn trust from your “others”, and ensure your efforts lead to real, sustainable results. Perspectives See All Insights When you are ready to Transform... Connect With Us

Unlock the power of insightful perspectives with Optimize Insights. Download resources for tailored consulting solutions that drive client success. INSIGHTS ON OPTIMIZE PERSPECTIVES The People Produce the Results Not the Technology Technology can scale, automate, and accelerate but it can’t care. It can’t connect, motivate, or innovate on its own. People do that. And when they’re aligned, empowered, and supported through process and purpose, the results follow. With people leading the way. Perspectives How to Treat Information as a Strategic Asset Leading organizations use information to anticipate trends, personalize services, and respond with agility. From advanced analytics to AI, the potential is limitless, but only if your information foundation is strong. Whether you're starting with file cleanup or implementing enterprise-wide knowledge management, the goal is the same: to turn passive data into proactive intelligence. You already have the information. The question is: Are you using it to its full potential? Perspectives A Practical Path to Making AI Work for You A balanced approach that combines strategic vision with practical execution—so your organization can unlock the real value of AI, one step at a time. Perspectives AI Adoption: Build Your Foundation Before You Build Your Future If you’re serious about AI, start with a strong foundation. This isn’t just a checklist—it’s a way to do your job better, earn trust from your “others”, and ensure your efforts lead to real, sustainable results. Perspectives Digital Modernization Is Not a Tech Project; It’s a Business Imperative Digital modernization as a strategic lever and not a side project. It’s the disciplined process of upgrading how your organization works, collaborates, and delivers value through smart, intentional technology integration. Perspectives Information as an Asset - Turning Data into Decisions, and Decisions into Impact Information is one of your organization’s most valuable—but underutilized—assets. In a world overflowing with data, the real challenge is... Perspectives Adopting Digital Modernization: A Pathway to Competitive Advantage Through Transformation Digital modernization, particularly upgrading a decade-old ERP system creates advantage. Digital modernization refers to transforming legacy systems and methods using modern technologies to enhance agility, efficiency, and innovation. Perspectives Addressing IT Team Concerns During a Digital Transformation Initiative Learn how to address IT team concerns during digital transformation initiatives. Discover strategies to align, support, and engage your workforce. Perspectives The New Rules of Transformation – Why Alignment Is the New Advantage In this dynamic environment, alignment—between people, processes, and technology—has emerged as the defining advantage. Perspectives How Business Leadership Must Transform in a Digitally Evolving World Business leadership must evolve in a digitally transforming world. Learn how to integrate IT, strengthen governance, and adopt data-driven decision-making. Perspectives Is Your Legacy Infrastructure Ready for Agentic AI? Key Considerations for IT Leaders Integrating agentic AI with legacy infrastructure requires strategic planning. Learn considerations for IT leaders to ensure compatibility in AI adoption. Perspectives Software Implementation: An Organizational Imperative for Performance and Outcomes Organizations are investing heavily in software solutions to drive operational efficiency, enhance customer experience, and gain... Perspectives Building a Strong Foundation: Why Knowledge Management Matters in the Public Sector Effective knowledge management enhances decision-making and collaboration in the public sector. Discover strategies to implement KM for long-term success. Perspectives From Data to Decisions: How Counties Can Leverage AI for Smarter Governance Counties can harness AI in governance to improve efficiency and decision-making. Learn how to implement AI strategically while ensuring compliance. Perspectives Metrics That Matter: Measuring the Impact of Information on Business Performance Discover how measuring information's impact on business performance drives efficiency and growth. Learn key strategies for optimizing information management Perspectives Information as an Asset and AI – An Introspective Organizations must treat information as a strategic asset to remain competitive. Learn how AI enhances data management while addressing key challenges. Perspectives Does My Tech Stack Create a Competitive Advantage For My Organization? Evaluate whether your tech stack drives competitive advantage. Discover key factors in technology alignment and more to help give you business success. Perspectives From Assessment to Action: Creating Your Roadmap for Successful AI Integration Discover how to create a roadmap for successful AI integration with various strategies. Ensure sustainable AI adoption with expert insights. Perspectives Mitigating FOMO Risks in AI Decision-Making: A Strategic Approach Discover how to mitigate FOMO risks in AI decision-making with strategies for alignment and more. Ensure sustainable AI adoption with expert insights. Perspectives Strategies to Future-Proof Your Business Against the Unknowns of AI Discover actionable business strategies to future-proof your organization against AI uncertainties. Learn how to ensure resilience and growth. Perspectives See More Perspectives CLIENT RESULTS See More Client Results Case Study: System Performance Upgrade Passes with High Marks Client Detail: The client is a higher education institution. For more than seven years MSS Business Transformation Advisory (MSSBTA) has... Optimize Client Results Case Study: Standardizing a Project Management Practice for Professional Services Client Detail: The client is a world-class supplier of smart infrastructure solutions (SIS) to water, gas, and electric utilities... Optimize Client Results Case Study: Retail Accounting Process Improvement Project Client Detail: The client is a large multi-billion-dollar national retail grocery store engaged with more than 270,000 employees. MSS... Optimize Client Results Case Study: Retail Accounting Application Rationalization Client Detail: The client is a large multi-billion-dollar national retail grocery store engaged with more than 270,000 employees. The... Optimize Client Results DOWNLOADABLE RESOURCES 4 Steps to a Report Rationalization Process Download PDF How to Build a Performance Management Dashboard Download PDF 5 Steps to IT Service Delivery Download PDF Optimized vs Outdated ERP Download PDF 5-Phase Approach to Process Improvement Download PDF SaaS Update Checklist Download PDF Avoid These Cost-cutting Mistakes Download PDF Virtual Requirements Gathering Download PDF ERP System Upgrade Checklist Download PDF See More Downloadables For personalized Insights and Perspectives... Connect With Us

Align your people, processes, and technology to deliver maximum value to your organization.  Let MSSBTA partner with you.  OBJECTIVE: Maximize the Value of Your Technology Investments Align your people, processes, and technology to deliver maximum value to your organization. Let MSSBTA partner with you. Learn How Why THIS OBJECTIVE is Important 20% 69% 80- 95% Digital Transformation investment results in up to Reduce revenue loss by up to revenue growth. with technology modernization. of technology investments meet objectives with Enterprise Change Management. How to ACHIEVE this Objective Technology is all about business these days, and it's an investment that every company feels they need to make. But how do you ensure your technology investments result in better organizational outcomes? The answer will vary from organization to organization. At MSSBTA, our Approach that focuses on three steps: ASSESS Clearly identify where you are and what you want to achieve. OPTIMIZE Align your People, Processes, and Technology to drive improved organizational performance. TRANSFORM Acquire and implement new technology to take your organizational performance to the next level. As business transformation advisors we work with our clients to discover their unique answer. Our experienced consultants will guide you through each stage, as appropriate, for your organization. Our focus is not just on completing a specified scope of work, but on implementing change that delivers the outcomes you are looking for. See how our guidance can add value to your organization. Learn How Explore Explore Explore See Our Approach Maximize your technology and business investments. Connect With Us

Unlock your business potential with our Information as an Asset consulting services. Embrace digital transformation, maximize efficiency, and put your data to work. manage information as an asset Structure and use information as an asset through a comprehensive knowledge management, information governance, and data governance approach. What could your organization achieve if your data was organized AND useable? It is stated that information and data are the new oil that denotes its organizational value. It’s easy to get lost in the ever-increasing volume, and the pace at which it is increasing can be overwhelming. Organizations obsessively focus on protecting their data to the point where no one can access it to drive efficiency and innovation for constituents. Others are so behind in data management and its supportive systems that they lose sight of the opportunity to innovate through its value. This happens when organizations are not thinking strategically about information as an asset. Instead, the organization becomes siloed and reactive. Manual and disjointed engagement fosters miscommunication and errors. Information retention, access, security, and privacy standards become outdated, inadequate, or misapplied, and data become convoluted or irretrievable. Information and data become IT’s job versus the entire organization’s responsibility. Being reactive and siloed are not good practices for any organization. As a result, legal, compliance and regulatory risks mount, processes grow more intricate, lose standardization, and succumb to inefficiencies. Constrained by limited resources and expertise, organizations grapple with identifying inefficiencies and opportunities for improvement. We believe there is a better approach Information as an Asset combines the three practices of Data Governance, Knowledge Management, and Information Governance. A purposeful strategy, structure, and approach to proper data utilization Our experience demonstrates that it is possible for an organization to both organize AND deploy data as an asset. Organizations must: Understand the value of and the risks to their data Establish an information strategy that empowers the organization’s purpose and operating strategy Develop a roadmap to define scalable systems and processes for the agency’s core functions that adapt to the growing demands and complexities of the organization Incorporate AI to augment human service delivery, improve productivity, and manage risks Create a data-driven culture of continuous improvement and innovation Navigate the Data Maze: Transform Complexity into Strategic Clarity This white paper introduces the concept of Information as an Asset (IAAA), which integrates Information Governance, Data Governance, and Knowledge Management into a unified framework designed to streamline how organizations manage and leverage their information. Download Mitigate risk, drive efficiency, and enhance engagement through intentional use of information as an asset. Information Governance Data Governance Knowledge Management We help you ensure compliance with legal and regulatory requirements, mitigate risks related to data privacy, security, and integrity, optimize information assets, and support effective decision-making and business operations. We help you establish a framework for data management and accountability, improve data consistency and accuracy, enhance data security and privacy, and enable data-driven decision-making and analytics initiatives. We help you enhance organizational learning, productivity, and competitiveness by making relevant knowledge accessible and actionable to employees, stakeholders, and partners. From Data to Decisions: How Counties Can Leverage AI for Smarter Governance Counties can harness AI in governance to improve efficiency and decision-making. Learn how to implement AI strategically while ensuring compliance. Information as an Asset and AI – An Introspective Organizations must treat information as a strategic asset to remain competitive. Learn how AI enhances data management while addressing key challenges. Harnessing Data: Turning Information Overload into Strategic Insights Discover how to harness data for strategic insights that drive business performance. Learn key strategies for analytics, governance, and innovation. Organize AND utilize your data to deliver more value. Contact Us

INSIGHTS All Posts Perspectives Client Results Transform Assess Optimize Video Leadership Assess Perspectives Optimize Perspectives Transform Perspectives Assess Client Results Optimize Client Results Transform Client Results Leadership Perspectives Julie Butcher Susan Hayer OC Case Study Travis Cunningham Faouzi Charfadi Darren Long Process Improvement Tim Brennan Shane Woodson Candace Smith Don Hansen Pamela Barnhill Shane Woodson Ralph Stauffer Peter Meyers Gabriela Guzman Search Peter Meyers Aug 21 4 min Organizational AI Readiness Can Make or Break Your AI Journey Artificial intelligence (AI) has emerged as a game-changing force across organizations. However, the path to successful AI implementation... Peter Meyers Aug 21 4 min AI Policy Development and Deployment: The Unseen Catalyst for Organizational Success (or Failure) Artificial intelligence (AI) is rapidly transforming organizations across industries, offering new ways to enhance productivity, improve... Pamela Barnhill Aug 19 3 min An Overview of Organizational Strategic Planning Strategic planning serves as a cornerstone of success for every dynamic organization. As experts in strategic planning, we at MSS... Pamela Barnhill Aug 19 3 min Measuring Business Success Through the Power of Metrics and KPIs In organizational management, every decision and action contributes to the overall success and sustainability of the organization. As... Pamela Barnhill Aug 19 3 min Strategic Planning with AI: Unleashing the Power of AI and Business Process Automation for Organizational Success New and evolving technologies are making it easier for private, public, and non-profit organizations to enhance operations and deliver... Pamela Barnhill Aug 19 3 min How Investing in Team Growth Drives Organizational Profitability As experienced consultants with deep industry expertise, MSS Business Transformation Advisory (MSSBTA) has partnered with numerous... Gabriela Guzman Jun 25 4 min How AI is Shaping the Future of Digital Transformation The Role of AI in Digital Transformation Digital transformation is about more than just adopting new technology; it's a comprehensive and... Gabriela Guzman Jun 21 3 min Cybersecurity Challenges in the Age of Digital Modernization The digital modernization era has brought unparalleled technological advancements, transforming how businesses operate and interact with... Peter Meyers May 21 3 min Strategies for Information Governance and Data Quality: Overcoming Integrity Challenges At MSS Business Transformation Services (MSSBTA), we view information as a vital asset managed through a three-tiered approach: Knowledge... Peter Meyers May 21 3 min Digital Modernization and Information as an Asset – A Partnership for Success Organizations increasingly understand the imperative need for digital modernization in today's rapidly evolving digital world. This... Darren Long Apr 18 8 min 3 Disciplines for Project Success Preface This white paper is one of many case studies on projects that had yet to go as planned. Under a sub-category, Must-Have... Susan Hayer Apr 17 4 min 4 Causes of Digital Modernization Failure: #4 Current Processes are Not Adapted to Exploit the New Technology In our experience, organizations fail to achieve improved results for several critical reasons. Let’s look at a fourth reason digital... Susan Hayer Apr 17 2 min 4 Causes of Digital Modernization Failure: #3 End Users are Not Adequately Prepared for Deployment In our experience, organizations fail to achieve improved results for several critical reasons. Let’s look at a third cause of digital... Lori Aleman Apr 17 3 min Overcome Lack of Experience, Methodology, and Discipline Using Results-driven Leadership The solution to this issue is a results-driven leader who manages a straightforward, tested approach and oversees its disciplined... Susan Hayer Apr 17 2 min 4 Causes of Digital Modernization Failure: #2 Lack of Experience, Methodology, and Discipline In our experience, organizations fail to achieve improved results for several critical reasons. Let’s look at another reason digital... Susan Hayer Apr 17 2 min 4 Causes of Digital Modernization Failure: #1 Overemphasis on the Technology Itself In our experience, organizations fail to achieve improved results for several critical reasons. Let's look at the first cause of digital... Susan Hayer Apr 15 15 min Overcoming the 4 Obstacles to Digital Modernization Success Many digital modernizations don't outright fail. They limp along, negatively impacting the organization’s performance, people, customers. Pamela Barnhill Mar 13 3 min Invest in Team Growth to Drive Veterinary Practice Profitability As seasoned veterinary consultants, MSS Business Transformation Advisory (MSSBTA) has the privilege of working with numerous practices in... Pamela Barnhill Mar 13 3 min A Comprehensive Guide to Veterinary Practice Strategic Planning Strategic planning serves as a cornerstone of success for every dynamic veterinary organization. As experts in veterinary practice... Pamela Barnhill Mar 13 3 min Metrics and KPIs Can Revolutionize Your Veterinary Practice Success In veterinary practice management, every decision and action contributes to the health and well-being of our animal companions. As...