Discovery & Assessment Library

20+ Reusable
Assessment Patterns.

Browse structured assessments across transformation, finance, process, technology, data, and organization. Each pattern provides a repeatable starting point for any discovery initiative.

20 assessments
Transformation

S/4HANA Readiness Assessment

Is the organization ready to undertake an S/4HANA transformation program?

Discovery Domains

ProcessDataTechnologyOrganizationFinance

Typical Stakeholders

CIO, CFO, Program Director

Output: Readiness scorecard + gap analysis + program roadmap

Transformation

ERP Transformation Readiness

Is the organization prepared for a major ERP replacement or upgrade?

Discovery Domains

ProcessDataTechnologyOrganization

Typical Stakeholders

CIO, CFO, Business Leaders

Output: Readiness assessment + risk register + mobilization plan

Process

Process Documentation Assessment

What is the state of process documentation and where are the critical gaps?

Discovery Domains

ProcessRolesSystemsControls

Typical Stakeholders

Process Owners, COO

Output: Documentation inventory + gap analysis + prioritization

Process

Process Standardization Assessment

Which processes should be standardized and what are the barriers?

Discovery Domains

ProcessOrganizationSystemsGovernance

Typical Stakeholders

Process Owners, Business Leaders

Output: Standardization opportunity map + business case

Process

Process Mining Readiness

Are the data and processes mature enough for process mining?

Discovery Domains

Data QualityProcessSystemsGovernance

Typical Stakeholders

CIO, Process Owners, Data Team

Output: Readiness score + data requirements + implementation plan

Finance

Faster Close Assessment

What prevents the organization from closing faster and which levers can materially improve close performance?

Discovery Domains

ProcessSystemsControlsDataPeople

Typical Stakeholders

CFO, Controller, Finance Team

Output: Bottleneck analysis + improvement opportunities + roadmap

Finance

Finance Transformation Assessment

Is the finance function ready to transform its operating model and capabilities?

Discovery Domains

ProcessTechnologyDataOrganizationSkills

Typical Stakeholders

CFO, Finance Leaders

Output: Current state assessment + transformation roadmap

Finance

Working Capital Assessment

Where are the working capital improvement opportunities and what is the value potential?

Discovery Domains

ProcessSystemsDataControls

Typical Stakeholders

CFO, Treasury, Operations

Output: Working capital baseline + improvement opportunities + value case

Finance

Reporting Rationalization Assessment

Which reports are used, redundant, or missing, and what is the improvement path?

Discovery Domains

DataProcessSystemsUsers

Typical Stakeholders

CFO, FP&A, Business Leaders

Output: Report inventory + rationalization plan + future-state design

Value

Business Value Assessment

What is the business value potential of a proposed initiative or investment?

Discovery Domains

ProcessFinanceOperationsTechnology

Typical Stakeholders

CFO, Business Sponsors

Output: Value hypothesis + benefit model + investment case

Technology

AI Readiness Assessment

Is the organization prepared to adopt AI at enterprise scale?

Discovery Domains

DataProcessSkillsGovernanceTechnology

Typical Stakeholders

CIO, CDO, Business Leaders

Output: AI readiness score + capability gaps + adoption roadmap

Technology

Automation Opportunity Assessment

Which processes and tasks are candidates for automation and what is the value?

Discovery Domains

ProcessTechnologyDataPeople

Typical Stakeholders

COO, CIO, Process Owners

Output: Automation opportunity map + prioritized backlog + value case

Data

Data Quality Assessment

What is the state of enterprise data quality and what are the business impacts?

Discovery Domains

DataProcessOwnershipSystems

Typical Stakeholders

CDO, Data Owners, Business Leaders

Output: Data quality scorecard + remediation priorities + governance plan

Data

Data Governance Assessment

How mature is the data governance capability and where are the critical gaps?

Discovery Domains

GovernanceDataOrganizationProcess

Typical Stakeholders

CDO, Data Stewards, Business Leaders

Output: Governance maturity score + gap analysis + roadmap

Technology

Application Portfolio Assessment

Which applications should be retained, replaced, consolidated or retired?

Discovery Domains

TechnologyProcessDataArchitecture

Typical Stakeholders

CIO, Enterprise Architects

Output: Portfolio rationalization map + investment recommendations

Technology

Architecture Assessment

Is the current architecture fit for purpose and what are the strategic gaps?

Discovery Domains

ArchitectureTechnologyDataIntegration

Typical Stakeholders

CIO, Enterprise Architects

Output: Architecture assessment + gap analysis + target architecture principles

Technology

Integration Assessment

What is the state of enterprise integration and where are the risks and opportunities?

Discovery Domains

TechnologyArchitectureDataProcess

Typical Stakeholders

CIO, Integration Architects

Output: Integration inventory + risk assessment + simplification roadmap

Organization

Operating Model Assessment

Does the operating model support the business strategy and where are the gaps?

Discovery Domains

OrganizationGovernanceCapabilitiesRolesProcess

Typical Stakeholders

CEO, COO, HR Leaders

Output: Operating model gaps + design recommendations + transition plan

Value

Root Cause Assessment

What is the true root cause of this operational problem and what will resolve it?

Discovery Domains

ProcessSystemsDataPeopleControls

Typical Stakeholders

Process Owners, Operations Leaders

Output: Root cause analysis + contributing factors + resolution options

Technology

Technology Selection Assessment

Which technology solution best fits the requirements and strategic direction?

Discovery Domains

TechnologyProcessDataOrganizationFinance

Typical Stakeholders

CIO, Business Leaders, Finance

Output: Requirements analysis + vendor evaluation + recommendation

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