This can include helping firms to:
- Understand the different types of technology available to them and respective suppliers
- Understand the “art of the possible” with regard to technology
- Build a technology roadmap
- Narrow down the list of suppliers to approach for an Request For Information (RFI)/Request For Proposal (RFP)
- Work through their RFI/RFP process
- Be aware of the future of technology and the impact of this on distribution
This service would typically be carried out by a running half-day workshop with key stakeholders from the business in order to understand where they are now, where they want to be and building a solution around this.