Our client, a diversified healthcare partner serving over 6.7 million members through their health insurance, dental, vision, and reinsurance products, was undergoing major transformations to several business units and technology platforms across the enterprise.
Executive leadership was making decisions in siloed and one-off scenarios, leading to unclear paths to domains and workstreams or the true business value delivered throughout the transformation life cycles. Strategic planning and portfolio management processes struggled to ensure that transformations were delivering the desired future states.
The team developed a playbook for an integrated transformation roadmap to maintain comprehensive line of sight on the business values and key milestones for the major workstreams. The playbook detailed the visualization methodologies, the stand-up and maintenance governances, and standardized documentation, nomenclature, and taxonomy for the transformation initiatives. The team then iteratively customized the roadmap with the client to ensure clear visualizations, complete tracking of dependencies, and ease of use. Finally, the client and leadership were trained on the operating rhythm and roadmap use to maximize collaboration.