Case Study
Application Rationalization and Roadmap
Enhanced insight, streamlined apps, prioritized future-state plan
Application Rationalization and Roadmap
A dental supportorganization that provides non-clinical business support to owned andaffiliated dental groups experienced significant growth through acquisitionsresulting in a portfolio of legacy homegrown and packaged applications. Due toleadership changes and recent turnover, the client needed support to understandthe current applications and determine a future, modern plan.
Aligned strategy, assessed apps, defined future-state roadmap
- Aligned with the client on a methodology centered around key principles: capability, operational continuity, scalability, user experience, and cost.
- Conducted a technical review of each application to assess the underlying technology, associated data sources, and upstream/downstream dependencies.
- Engaged with users to gather input on how each application is used and whether it meets current business needs.
- Leveraging both technical and functional insights, developed a detailed disposition for each application, including recommendations to retire, retain, migrate, modernize, or replace.
- Provided a summarized recommendation outlining the current and future state architecture, along with a prioritized list of activities to achieve the desired future state.
Enhanced insight, streamlined apps, prioritized future-state plan
- The client gained increased insight—supported by documentation—into the current application portfolio and future-state target.
- A prioritized plan was developed, detailing relative sizing, key functions, and dependencies for each application.
- The future-state design is expected to reduce the number of custom applications by 50% and transition key functions to existing packaged solutions.
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