Implementation Roadmap
Phased engagement plan
From architecture through portfolio company deployment.
Total Phases
6
Completed
0
Active Phase
Phase 0
Architecture & Discovery
Phase Progress
85%
0
Objectives
- Map all current workflows in current and future state
- Audit all existing systems, integrations, and data quality
- Prioritize initiatives using the 30-day priority matrix
- Confirm HubSpot as the primary source of truth
Deliverables
- Architecture blueprint
- Workflow maps (current and future state)
- Opportunity backlog
- 30-day priority matrix
- Recommended roadmap
- Follow-up scope of work
Exit Criteria
- All five core workflows mapped
- Priority matrix agreed upon by leadership
- Phase 1 scope of work delivered
Expected Business Outcome
Leadership has a clear, agreed-upon architecture and a defined first phase of implementation.
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