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September 24, 2025
You’ve aligned business goals with your tech audit—now it’s time to turn insights into action. Build a clear, strategic roadmap for smarter tech decisions.
Alright, you've been on quite the journey! You've mapped out your business objectives, defined your north star, and taken a deep dive into your tech inventory, uncovering what's working and what's not. Now, it's time to bring these two powerful datasets together to create a clear roadmap for your next steps. This is where we transform all that hard work into actionable priorities.
Remember how you meticulously mapped your research activities to your business objectives? Well, get ready to do it again, but this time, we're adding your tech inventory to the mix. As you overlay the tools you use onto the projects that support your critical business objectives, a fascinating picture will emerge. You'll quickly see which pain points and gaps are screaming for attention.
It's like having a treasure map, but instead of gold, you're looking for efficiency and impact! Sometimes, that shiny new tool on your wishlist might have to wait. Why? Because your inventory exercise might reveal that a tool crucial to a high-impact project is actually dragging your team down. Finding a solution for that becomes your immediate, top priority. It's about fixing the leaks before you start building a new wing on the house.
With all this data beautifully mapped out, your recommendations will naturally fall into three clear priority levels. This isn't just a list; it's your strategic playbook for smart tech investments:
Business Objective Importance |
Inventory Outcome |
Recommendation |
---|---|---|
Critical business objective |
Tool needs to be replaced (outdated/underperforming) |
Priority 1: Find new tech |
Critical business objective |
Gap identified that technology can address |
Priority 1: Find new tech |
Critical business objective |
Gap identified that would impact the entire research function |
Priority 1: Find new tech |
Critical business objective |
Gap identified that technology might be able to address |
Priority 2: Investigate options |
Important business objective |
Tool needs to be replaced (outdated/underperforming) |
Priority 2: Find new tech |
Important business objective |
Gap identified that technology can address |
Priority 2: Find new tech |
Important business objective |
Gap identified that technology might be able to address |
Priority 3: Investigate options |
Here's a golden rule for any recommendation you make to leadership: it must come with a clear, compelling benefit to the organization. This isn't just about what you need; it's about what the company gains. The benefit usually boils down to one of two powerful outcomes:
Reduced cost of producing insights: Show how new tech can streamline processes, reduce manual effort, or consolidate subscriptions, leading to tangible cost savings.
Increased speed to insight: In today's fast-paced world, getting answers quickly is a competitive advantage. Highlight how new tools can accelerate data collection, analysis, and reporting, empowering faster, more informed business decisions.
By clearly articulating these benefits, you're not just asking for a budget; you're presenting a strategic investment that will yield significant returns for the business. You're speaking their language!
Next, we'll dive into the exciting world of evaluating potential solutions and making sure they're the perfect fit for your team. Get ready to test drive some tech!
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The views, opinions, data, and methodologies expressed above are those of the contributor(s) and do not necessarily reflect or represent the official policies, positions, or beliefs of Greenbook.
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Patrick Johnston
September 26, 2025
Sound advice Z. The tech purchaser, user, etc., should know their "critical" and "important" business objectives before they approach leadership.