SAMPLE / ILLUSTRATIVE DELIVERABLE / TECHNOLOGY PLANNING
Sample 90-day technology roadmap
A three-page example connecting discovery, implementation, validation, ownership, and decision gates. All timing is a planning scenario, not a delivery commitment.
Download the 3-page PDFSAMPLE / 01 / DAYS 1-30 - DISCOVER & ALIGN
Define the outcome. Establish the evidence.
Sample Operations Portal: improve the clarity of request approvals, regression feedback, and release responsibilities.
Goal for the first phase
Create a shared view of critical workflows, business rules, role responsibilities, and the current delivery process. Establish the information needed to choose a bounded implementation pilot.
| Workstream | Proposed deliverable | Owner role |
|---|---|---|
| Product & quality | Critical journey map; approval-state examples; prioritized questions | Product owner + QA lead |
| Security readiness | Selected role matrix; review responsibilities; authorized assessment scope | Application + access owner |
| Delivery & operations | Current release map; environment assumptions; observation handoffs | Delivery/operations lead |
| Planning | Pilot scope; dependencies; acceptance criteria; effort assumptions | Technical lead |
Dependencies and decisions
- Required inputs: appropriate stakeholder access, current requirements, a representative release history, and an authorized test environment.
- Agree who approves workflow rules, role boundaries, pilot scope, and release-readiness evidence.
- Record unresolved information and exclusions. Avoid assuming that missing evidence proves a defect or absent control.
Phase-one readiness gate
Proceed when selected journeys, owners, expected behavior, and permitted review activities are agreed. The pilot has a usable environment and test-data approach. If these prerequisites remain open, revise the plan before implementation.
Baseline status: not measured. Capture current manual checking effort, recurring failure causes, and waiting points as part of discovery; select useful measures with the people responsible for the workflow.
SAMPLE / 02 / DAYS 31-60 - BUILD THE PILOT
Improve one boundary. Build dependable feedback.
Implementation work follows the approved scope and evidence from phase one.
Goal for the second phase
Implement the selected workflow correction and a maintainable regression pilot. Connect checks and operational responsibilities to the delivery process without expanding beyond the team's capacity to maintain them.
| Workstream | Proposed deliverable | Acceptance evidence |
|---|---|---|
| Workflow quality | Consistent approval-state rules at relevant boundaries | Agreed valid/invalid examples and reviewed results |
| Test automation | A small suite for selected intake, approval, and reporting journeys | Defined data setup, meaningful failures, and version-linked reports |
| Access readiness | Implementation or process updates for agreed role responsibilities | Authorized acceptance cases and owner-approved documentation |
| Delivery visibility | Repeatable checks and an observation checklist | Run results and a documented response handoff |
Dependencies and operating controls
- Use the approved phase-one rules and authorized environment. Review changes with the relevant product, engineering, and access owners.
- Confirm how test state is created or restored. Document external dependencies and how a failed check will be investigated.
- Identify deployment approvals, an appropriate recovery approach, and the owner of each selected observation signal.
Phase-two readiness gate
Move to wider validation when the pilot's checks produce understandable results, required workflow expectations are demonstrated, and maintenance and response owners accept the handover. Review unresolved findings before making a release decision.
If environment instability or unclear requirements prevent useful evidence, pause expansion and address those dependencies. Completing more scripts is not a substitute for establishing dependable feedback.
SAMPLE / 03 / DAYS 61-90 - VALIDATE & OPERATE
Review the results. Choose the next increment.
Use actual project evidence to decide whether to expand, adjust, or reconsider the pilot.
Goal for the third phase
Validate the agreed behavior, rehearse operating handoffs, and transfer the knowledge needed to maintain the implementation. Compare the pilot with its baseline and use the result to prioritize the next bounded improvement.
| Measure | How to establish it | Decision it supports |
|---|---|---|
| Checking effort | Record time spent on the same agreed journeys before and after the pilot | Is recurring work reduced without losing useful evidence? |
| Feedback usefulness | Review recurring failure causes and investigation effort | Should the suite expand or its foundation improve first? |
| Delivery waiting | Compare waiting points for representative changes | Which handoff is the next constraint? |
| Readiness ownership | Review acceptance records and a hypothetical handoff exercise | Can the assigned owners operate and review the workflow? |
Handover package
- Agreed scope and exclusions; workflow and role decisions; implementation notes; version-linked validation results.
- Test-data instructions, suite ownership, maintenance expectations, and a process for reviewing unreliable checks.
- Release-observation checklist, escalation responsibilities, unresolved risks, and the next prioritized backlog.
Phase-three decision gate
The product owner accepts the demonstrated behavior, technical owners accept the operating responsibilities, and remaining questions have explicit decisions or follow-up owners. Expansion requires useful evidence and available maintenance capacity, not a predetermined savings target.
Next step: discuss a project-specific assessment and roadmap at efosolution.com/contact. The plan can combine engineering, QA, automation, security-readiness, and cloud/DevOps work around an agreed goal.