Technology investments don’t announce themselves in a crisis. Nothing stops working with great fanfare. Instead, things carry on as before, or with a bit more effort, a bit more workarounds, or a bit more of the budget than you’d like to spend. New investments are rarely about the technology itself. Most new systems are built as they were in the past, with a few new bells and whistles. But they’re being used in new ways, in new contexts, and tied to other systems that have never been integrated. New investments fail because we’re not building the right things or building the things right to naturally evolve with the business.

Map What Your Technology Actually Does

Before discussing any strategic plans, it is essential to make an open evaluation of the current situation. This evaluation should not be conducted by a supplier that will obviously present something to buy at the end. Instead, you should make a value-stream map of your current environment.

Here’s the basic question: which tools or systems lead directly to incoming revenue, and which cause problems? The answer is likely not all one or all the other. A CRM system that your sales team swears by. A 10-year old billing system that your accounts team has to manually reconcile invoices on since the beginning. Cloud resources added in a rush to a project two years ago and then never turned off.

This evaluation brings technical debt into view. Technical debt is the price you pay later for the things you skimped on or ignored today. Old systems don’t just present costs in supporting them. They limit the potential of any new thing you want to build, as you need to work within the constraints they define, rather than seamlessly alongside them.

Move From Reactive to Proactive

The break-fix model prevents growth. If IT is constantly fixing issues as they arise, there’s no room for anything strategic. Every quarter that is derailed by unexpected downtime is a quarter the business is falling behind on goals it had the money allocated to achieve.

Cyber resilience and business continuity planning illustrate this most clearly. Companies treating disaster recovery as something on a checklist only realize too late that a recovery strategy that’s never been tested isn’t a recovery strategy. Proactive infrastructure management requires regular review cycles, SLAs established with your internal and external technology partners, and runbooks that don’t function based on “Steve knows where the backup tapes are kept.”

This is also where you contend seriously with the build-vs-buy question. Managing the levels of security and compliance that technology requires today in-house demands talent that’s extraordinarily hard to find and harder to keep. A Managed Service Provider can affordably protect company data, scale with your ambitions, and in many cases raise the overall security and compliance level of the organization immediately without any additional work on the part of your team.

Build For Flexibility, Not Just Capacity

Scalability is typically viewed in the context of more – more users, more transactions, more data. And that’s one aspect of it. But a more relevant question to pose is whether your technology infrastructure can adapt to change, not just demand more resources.

To do that, take a hard look at the software and hardware decisions you’ve made. Are you using tools that have open interfaces and public APIs? Those provide the freedom your organization may require to switch directions. Or, have you inadvertently locked yourself into an ecosystem of one big software or hardware vendor that you will never unravel yourself from?

A cloud-first approach helps here, but “cloud-first” doesn’t mean “cloud-only.” The right architecture for most companies is hybrid, public cloud for flexibility and scale, private or on-premise for workloads where security requirements or cost predictability make that the better call. Cloud governance, specifically the rules around who can spin up services and how costs are tracked, prevents the sprawl that turns cloud from a cost advantage into a budget problem.

Align the IT Roadmap With the Business Strategy

A technology plan that operates independent of the greater business process is merely a techie dream. The kind that seriously impacts your P&L is developed backwards from business goals, where do we need to be in three years, what do we need to do that, and what has to change with our tech to get there?

It makes the CapEx/OpEx discussion easier as well. Going from major, upfront, physical hardware buys to any kind of “as a Service” isn’t simply an accounting method choice. It frees up cash that lets the business react to something promising without waiting on a capital expense approval.

Companies with high digital maturity are much more likely to report profit and revenue growth above the industry average (Deloitte). It’s not that their toys are cooler, it’s that they have a technology base that lets business leadership move and pivot quicker than those legacy-bound competitors.

The Goal Isn’t to Predict the Future

Any IT strategy that is constructed to remain static or unchanged for five years is likely doomed to failure for the 90% of businesses that don’t stay static for five years. New competition, shifting market conditions, product changes; only a few can afford to stand still, and your IT can’t afford to, either.

The goal isn’t a perfect roadmap. It’s a foundation that doesn’t get in the way when the business needs to move.

Lauren Sanchez - Author

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