The EstrategIA method

Understand. Test. Learn. Scale.

A visible path to reduce uncertainty and make better decisions.

01

Assessment

Understand the business, interview relevant people, map processes and review information and risks.

DeliverableInitial opportunity map
02

Design

Prioritize cases and define scope, rules, oversight, indicators, experience and integrations.

DeliverableImplementation plan
03

Implementation

Build a pilot, organize sources, configure permissions and test normal and exceptional scenarios.

DeliverableValidated solution
04

Training

Prepare leaders and users, teach validation, document processes and support adoption.

DeliverableAdoption plan
05

Optimization

Measure use and quality, gather feedback, adjust controls and evaluate new opportunities.

DeliverableContinuous improvement plan

Scope, timeline and investment are defined after reviewing the process, information, integrations, risk and required team involvement.