Case Studies / Delivery & Design

Assurance on platform replacement of a membership management solution for a global professional services body

22

detailed observations (risks) have been identified, each with recommended action plans

9.5

tons negative carbon emissions from project delivery, achieved through offsetting

The client’s second implementation attempt followed a previous public failure. The project was well into the testing phase. Alirity’s main priorities were:

Ensure stability of the end product through solution architecture review, addressing any remaining technology risks, including integration design and data flows.
Evaluate implementation and business readiness plans to ensure a smooth transition for customers and staff during cut-over.

The client’s Board emphasized the need for a successful platform implementation, with minimal negative impact on customers/members and significant efficiency gains for the client’s staff.

The client had a previous unsuccessful attempt to migrate to a cloud solution due to problems with data and integration with MS Dynamics CRM and Adobe Campaign. As a result, they had to resort to a manual process, incurring unplanned operating costs.

This led to high expectations for the current project to have a successful implementation and for the Board to show tangible benefits.

To gain confidence and clarity on risks, the Board sought a review from a trusted advisor, acting as a “critical friend,” which is a common approach for clients adopting Delivery Assurance.

Alirity assembled a dynamic expert team for a 4-week period to assess specific technologies and ensure a cost-effective approach – leveraging our well-established Alirity methodologies, including our Enterprise Architecture framework, project delivery best practices, and FLOW principles.

Given the advanced project stage, a full delivery governance review was deemed unnecessary. Instead, the focus was on testing scope, implementation and business readiness plans, and a sample review of requirement traceability.

The team examined and assessed integration strategy, data management, cleanse, and migration approaches through conversations, workshops, and documentation review. We collaborated with key client personnel, building trust, and avoiding a “marking homework” perception.

Alirity’s leadership kept client sponsors informed of assurance progress and highlighted emerging findings for early action.

Alirity delivered a comprehensive report, including an executive summary highlighting critical findings. The report contained 22 observations and recommended action plans.

The project sponsor and client board gained increased confidence in the remaining delivery and solution suitability. Alirity’s identification of changes to implementation processes and governance reduced risks and boosted confidence, aided by our agile approach.

Furthermore, the team provided the client with valuable recommendations for future deliveries, enhancing overall confidence. As a result, the implementation was successful, with no negative press, and benefits realization is on track.