Project Assessment Guide
This guide will help you to use the assessment process and provide comprehensive project information that enables our system to generate valuable insights about your project. The assessment tool analyzes your project information against industry best practices to identify potential opportunities and challenges across multiple dimensions. The more complete and detailed your project description, the more accurate and valuable your assessment will be. [See here for examples]
Focus Areas ↑
Focus area is currently IT Enterprise Architecture however future releases will also directly focus on these areas other than simply addressing elements as constituent parts of another focus area (Security & Compliance, Project Management, Healthcare Systems, Financial Systems, Construction Management, Custom - to suit your requirements)
Assessment Service Tiers ↑
We offer different assessment tiers to meet varying project needs:
| Service Tier | Description |
|---|---|
| Standard Assessment | Automated analysis against our core framework of 25+ architectural domains with expert validation. Delivers objective evidence assessment with standard risk visualization. Assessment provides factual analysis only, without advisory interpretation. |
| Expert-Guided Assessment | Enhanced service that includes standard assessment plus:
|
| Enterprise Engagement | Comprehensive assessment program for organizations with multiple projects or programs. Includes all Expert-Guided features plus enterprise-level pattern analysis and customized implementation approach. Assessment provides factual data visualization but does not constitute advisory recommendations. |
Assessment Limitations
All assessments provide objective evidence-based analysis. The Executive Summary and Risk Profile Chart are provided as illustrative examples to help visualize the assessment data and do not constitute advisory recommendations. Client maintains complete responsibility for interpreting and acting on assessment data.
Assessment Pricing ↑
After your initial consultation, we'll provide a custom quote based on project complexity as determined by:
- Project Chunking: ie, Phases, Specific areas ... each assessment context is a single 'Chunk'
- Program: You may have many 'Projects' in a program to assess
- Custom Domains: Are additional non-standard domains to be included
- Custom Practices: Do you have non-standard practices to be added
Payment Terms:
- Standard Assessments: 100% payment required before work begins
- Expert-Guided Assessments: 50% deposit required to start, remaining 50% due before final delivery
- Enterprise Engagements: Customized payment schedule defined in contract
- All invoices include detailed terms and conditions
Payment methods:
- Bank transfer (details provided with invoice)
- Credit card payment via secure payment link
Assessment Process ↑
- Initial Consultation: Discussion of your project needs
- Project Submission: You provide your project details [use our template or text summary as per examples]
- Expert Analysis: Your project is assessed against industry best practices
- Quality Assurance: Results are reviewed comensurate with agreed service
- Delivery: Executive Summary, Risk Chart, comprehensive JSON Data
Delivery Timeframes:
- Standard Assessments: Delivered within 1-2 business days after payment verification
- Expert-Guided Assessments: Delivered within 3-5 business days after final payment
- Enterprise Engagements: Delivered according to milestone schedule defined in your service agreement
How to Submit Your Project ↑
To ensure a thorough assessment, please provide your project details in one of these formats:
- Structured Template (optional): Download the assessment template (Word format)
- Submission: Upload your completed template or description file to our secure online folder solution
- Custom Format: For larger projects, contact us to discuss your specific needs
Key Information Sections ↑
Your project description should include information about these key areas:
| Information Section | Description |
|---|---|
| Project Identification & Basics | Name, organization, key dates, and basic dimensions of your project. |
| Strategic Context | Business drivers, goals, and alignment with organizational objectives. |
| Current State | Existing systems, pain points, technical debt, and integration points. |
| Target State | Proposed solution, architecture approach, technology choices. |
| Implementation Approach | Phasing, milestones, resource allocation, governance model. |
| Dependencies & Constraints | External dependencies, regulatory requirements, timeline constraints. |
Example: Good Project Description ↑
| Project Section | Description |
|---|---|
| Project Name | Customer Portal Modernization |
| Strategic Context | Our legacy customer portal is becoming increasingly difficult to maintain and doesn't support mobile devices. Customer satisfaction scores related to digital interactions have dropped 15% in the last year. Executive leadership has mandated an improved digital experience to retain customers and enable new revenue streams. |
| Current State | The existing portal was built 8 years ago using Angular.js and a monolithic Java backend. It only works on desktop browsers, has poor performance (average page load: 6 seconds), and cannot integrate with our new microservices. Maintenance requires specialized knowledge that only 2 team members possess. |
| Target State | We plan to build a responsive web application using React and Node.js microservices, with a focus on performance (target page load: under 2 seconds) and mobile support. The new architecture will support our API-first strategy and enable third-party integrations. |
| Implementation Approach | We're considering a phased rollout over 8 months, starting with core account functions and gradually adding features. We have budget for 5 developers and 2 UX specialists, plus external security testing. |
| Constraints | The solution must use our existing identity management system, comply with GDPR and CCPA, and migrate existing customer data without service interruption. Executive sponsors need to see the first phase live within 4 months. |
Tips for Completing Your Assessment ↑
- Be specific about technical details, including technologies, frameworks, and patterns
- Quantify whenever possible (team sizes, budgets, timelines, performance metrics)
- Include both business and technical drivers
- Describe known constraints and dependencies clearly
- Mention relevant regulations or compliance requirements
- Include information about team skills and organizational capabilities
Data Guidelines ↑
| Information to Include | Information to Exclude |
|---|---|
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Current Data Practices ↑
- Initial communication will determine how data is exchanged and stored (Project & results)
- We use HTTPS for data transmission when you submit information
- Access to submitted data is limited to essential personnel
- We do not share your information with third parties
- Your input Data is deleted 7 days after the assessment completes (primarily for QA purposes)
- The project assessment Data is deleted 7 days after the assessment completes
- You can request deletion of your project data at any time
We are continuously improving our security practices as we grow. For projects with highly sensitive data, consider using placeholder names or anonymizing specific details that aren't essential for assessment.