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Level 1 Assessments  
                       
The Level 1 Assessment entails discovery, conclusions, and recommendations sufficient to understand:
                                       
1) general deficiencies,                        
2) an 'impact' valuation of the deficiencies
    (the cost of not doing anything), 
3) a recommendation outlining                        
      a) the approach,
      b) estimated effort, and
      c) client resources needed to carry out a subsequent
                            
Level 1 Assessments average 2 weeks in duration, with a range of a few days to a few weeks. 
                         


Level 2 Assessments 
                         
The Level 2 Assessment entails rigorous discovery of Level 1 findings (i.e. deficiencies). 
                          
Level 2 Assessment deliverables include:
                     
1) root-cause attributions to the general deficiencies identified in the
    Level 1 Assessment;
2) an updated 'impact' valuation - this is typically consistent with the 
    Level 1 valuation (except in cases where new, or previously overlooked,
    deficiencies are identified); and
3) an SOW outlining a Remedial Engagement recommendation, including 
      a) the approach,
      b) estimated effort, 
      c) estimated benefits, and
      d) a detailed project plan, including:
            i) resource requirements (FTEs, skill-sets, responsible parties, etc.),
           ii) duration and timing of phases
              (including entrance/exit criteria for each phase), and
          iii) capital requirements.                         
                                                        
Level 2 Assessments average 6 weeks in duration, with a range of one to three months.


Remedial Engagements
                       
Remedial Engagements include the execution of all or part of the Level 2 Assessment recommendation. 
       
Varying functional, process, and technology-related items make up a specific remedial recommendation, including:  
   1)  Process Changes
        – typically focused on deficiencies, but my include efficiencies;  
   2)  Data Enhancement
        – includes gap reparations, additions, re-use, and/or input alterations;  
   3)  Integrations
        – ‘relating’ data to form a cohesive, enterprise data set
        – elimination of redundant data (and duplicate entry); and  
   4)  Software Functionality Enhancement
        – shoring up functionality gaps with software (packaged or developed) 

 

Remedial Engagements vary widely in duration as solutions encompass a wide set of possibilities.  Factors include:  
   1)  Scope
        – number and nature of impacted enterprise applications;  
   2)  Required Resources
        – the level of resources required from all parties;  
   3)  Human Resources Procurement
        – permanent or contract employees needed; and

   4)  Hardware/Software Procurement

        – application replacement or application upgrades