This company is one of the largest national insurers of religious organizations of all denominations with 1,170 employees throughout the country.
The company understood the need for significant technology modernization projects and wanted assistance in updating their three-to-five-year IT strategy. As they had multiple IT leaders with differing opinions on how to prioritize next steps, they were looking for external support to help facilitate the process. The company wanted to ensure the IT strategy was developed in alignment with their organizational strategy, while also bringing everyone across the organization on the same page.
Baker Tilly Digital supported the company in prioritizing next steps by walking through a strategic assessment and road map development project. The strategic assessment identified what the company was doing from a current state perspective and where they wanted to be in their desired future state by having company leadership score different technology capabilities based on their current effectiveness and their importance in the desired future state. This worked to quantify the gaps between their current and future state across the various IT leaders and helped prioritize which capabilities to focus on in order to construct a road map of project initiatives to support the company as they transition from current to future state. As a result of the assessment, the following capabilities were identified as focus areas:
As a result of this engagement, the company gained a series of prioritized road map initiatives that, if implemented, would support the company in achieving their desired future state through a variety of modernized technology assets. Some future state capabilities the company would gain are: