Creating a Roadmap

Objective

After completing this lesson, you will be able to plan your initial application rationalization.

Create a Roadmap

After thoroughly evaluating your data, the next step is to plan your initial application rationalization initiatives based on the analysis results. This fifth step involves creating a roadmap, which is crucial for defining your transformation journey.

If decisions have already been made for some applications, aggregate this information to construct your roadmap. We recommend using waves for this roadmap, enabling you to prioritize low-hanging fruit applications, particularly those with low business criticality such as administrative services.

We recommend to structure your roadmap based on "waves" or "phases" of your transformation, enabling you to prioritize low-hanging fruit applications, particularly those with low business criticality such as administrative services.

Waves not only allow you to focus on applications that offer quick wins but also provide an opportunity to communicate early results to management and business stakeholders. This iterative approach allows for continuous learning and the incorporation of insights into later waves. Before finalizing your wave roadmap, assess if there are any dependencies that need to be considered in both your analysis and subsequent roadmap decisions.

Hands-On: Create a Roadmap

After thoroughly evaluating your data, the next step is to plan your initial application rationalization initiatives based on the analysis results.

Your task to be conducted in your workspace: Create a roadmap

  1. Navigate to Reports and leverage the Roadmap report to identify your next steps.

  2. Open the Project Roadmap report.

  3. Add a Filter to only see the Initiatives contributing to a certain Objective.

    Note

    Use the three dots > manage filters > objectives >back > check the box for '2025 Strategy'. As a result, only initiatives assigned to this objective are shown.

  4. Open Settings to adjust the report view further: drill-down to Applications and apply your changes.

    Note

    Under Wave 1, you can now see all applications assigned to the first wave of identified candidates for elimination and their current lifecycle phase.

  5. Click on Wave 1 initiative to view the details.

    Note

    This view shows you all applications considered during Wave 1 and also allows you to jump into affected application fact sheets directly.

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