Technology advisory pathway
Architecture and Technology Selection
Compare architecture, platform, vendor and build, buy or partner options against business goals, integration constraints, technical debt, scalability, operations and total cost of ownership. The assessment establishes evaluation criteria, reviews the available evidence and records the assumptions and trade-offs behind the recommended direction.
- Use when
- A platform replacement, modernization program, vendor decision or architecture drift is blocking progress.
- Evidence reviewed
- Current architecture, integrations, technical debt, operational needs, scalability, migration constraints and candidate capabilities.
- Typical artifacts
- Current-state findings, options scorecard, target-state direction, migration risks and executive decision brief.
Technology advisory pathway
AI Readiness and Opportunity Assessment
Assess candidate AI use cases across business value, feasibility and control. Review data, infrastructure, integrations, team capability, operating model and governance. Rank opportunities, document evidence gaps and sequence the decisions required before production investment.
- Use when
- AI pilots are not reaching production, investment priorities are unclear or leadership needs an evidence-based starting point.
- Evidence reviewed
- Use-case economics, data availability and quality, infrastructure, integration constraints, team capability and governance requirements.
- Typical artifacts
- AI opportunity map, readiness gap analysis, prioritized use-case roadmap, governance requirements and executive business case inputs.
Technology advisory pathway
Investment and Acquisition Advisory
Review architecture, codebase quality, technical debt, security posture, scalability, data, delivery health and integration risk for a technology investment or acquisition decision. The work supports technical decision-making and does not replace financial, legal or investment advice.
- Use when
- A buyer, investor or leadership team needs independent technical evidence before a transaction or long-term vendor commitment.
- Evidence reviewed
- Architecture, code quality, engineering practices, security posture, operational maturity, team capability and integration complexity.
- Typical artifacts
- Technology assessment, risk register, evidence questions, remediation priorities and executive summary.
Technology advisory pathway
Program Health Review
Review objectives, scope, architecture, dependencies, delivery model, quality, release risk, governance and ownership for an at-risk program. Separate symptoms from root causes and present viable recovery choices with clear dependencies and accountable next actions.
- Use when
- A transformation has stalled, milestones continue to slip, quality problems are increasing or leadership has lost confidence in the plan.
- Evidence reviewed
- Plans, delivery metrics, architecture, backlog and scope controls, quality evidence, risks, dependencies, team structure and decision rights.
- Typical artifacts
- Health assessment, root-cause findings, recovery options, prioritized roadmap and stakeholder briefing.
Technology advisory pathway
Data Strategy and Governance
Review data sources, quality, lineage, architecture, access, ownership, governance and operating model. Define the decisions required to support trusted analytics, AI use cases and responsible data use.
- Use when
- Data quality, access or ownership problems are blocking analytics, AI, migration or platform consolidation.
- Evidence reviewed
- Data estate, quality controls, lineage, platforms, integrations, ownership, stewardship, access and applicable obligations.
- Typical artifacts
- Current-state assessment, target principles, governance model, platform recommendations and sequenced roadmap.
Technology advisory pathway
Security and Compliance Posture
Review identity, data handling, architecture, delivery practices, logging, incident readiness and applicable control obligations. Identify gaps, priority and accountable remediation actions. This pathway is architecture and compliance advisory; it is not a penetration test, formal security audit, certification or legal opinion.
- Use when
- Security requirements are blocking a technology decision, compliance obligations are unclear or leadership needs a risk view before investment.
- Evidence reviewed
- Identity and access, data protection, architecture controls, delivery practices, logging, incident readiness and third-party exposure.
- Typical artifacts
- Posture findings, control gap view, risk register, remediation roadmap and executive briefing.
Technology advisory pathway
Cloud Architecture Review
Review cloud reliability, security, operational excellence, performance efficiency, cost drivers and sustainability where relevant. Compare the current state with applicable provider guidance and deliver prioritized findings without guaranteeing savings, reliability or compliance.
- Use when
- Costs are rising, incidents recur, a workload is approaching production or an independent architecture review is required.
- Evidence reviewed
- Architecture, IAM, observability, backup and recovery, scaling, deployment practices, resource utilization and cost attribution.
- Typical artifacts
- Pillar findings, severity and effort register, target patterns, remediation roadmap and executive summary.
