Assessments and Strategy

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Structured, data-driven assessments and strategy to set the path forward


The Yates process begins with a thorough analysis of your current supplier spend profile, commercial terms and conditions, and produces a roadmap of key opportunities to improve financial, operational and technical value.

Yates excels at development of transformative platforms, roadmaps, and planning. We align technology investments to incorporate goals and objectives, ensuring a path to value and rally point for stakeholders. Yates builds a baseline assessment by assessing risks, interdependencies, process impacts and change needs, and identifies metrics including ROI, operational efficiencies and overall payback timelines. 

For emerging technologies, Yates considers development, testing, security and other integration activities. Our investment includes maintaining market relationships with executives at technology companies, enabling clients to realize both sides of the transaction in sharing goals and ensuring transparency to accelerate the realization of business case objectives post-investment via an open channel for communication at senior levels. 

Once the environment is understood and baseline established, Yates and client leadership explores the solution and operational options, discussing the risks, benefits, and culture needed to adopt and pursue. 

While the program planning, financials, and outcomes are being finalized, we build governance and program models leveraging talented domain experts and tools. We optimize strategy and roadmaps through workshops and facilitated dialogue, flushing out the best options with the highest benefit for the organization.

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