PHASE 1:

UNDERSTANDING CURRENT STATE

We begin by reviewing documentation, process flows, policies and procedures, job descriptions, client surveys and feedback, key business metrics, org charts, sales material, and more.

PHASE 2:

TARGETED INTERVIEWS

We will meet individually with critical stakeholders and subject matter experts (SMEs) for 30-60 minutes. We also establish trust with individuals by reinforcing purpose and ensuring anonymity.

PHASE 3:

OBSERVATIONS

We then document and share observations with sponsor and owners and provide applicable feedback to peripheral parties / stakeholders.

PHASE 4:

RECOMMENDATIONS

Our final report includes a summary of scope, ALTTRAX’s approach, and artifacts.

Sample Rapid Assessment Report