Software Design & Development

Digital Modernization: Actionable Strategic Roadmap

The client desired an outside partner to help identify appropriate strategic investments in people, processes, and technology to accelerate innovation and modernization. Trility completed a discovery engagement and helped build out a roadmap that anticipated next steps and downstream impacts.

Problem Statement

A century-old national insurance company established a strategic objective to accelerate innovation and modernization through strategic investments in people, processes, and technology. They desired a clear understanding of the current state and a technology roadmap for the future.

The client had initially sought to hire a systems architect to better invest in the public cloud. After discussing key objectives and long-term vision, the client selected Trility as their partner for a 90-day discovery to gain clarity on making impactful, prioritized investments and generate a prioritized executable strategy.

Solution Approach

Trility conducted interviews with 26 business and IT stakeholders, reviewed 85-plus documents, and participated in business application and systems demonstrations. 

Using the findings and factoring potential impacts, dependencies, and constraints, the team developed and delivered detailed Observations and Recommendations that included a strategic IT plan and an Actionable Strategic Roadmap.

The roadmap supports the client's effort to make high-impact investments and changes to IT systems and infrastructure that address critical risks and build a foundation for modernization and innovation.

Repeat Client: Trility was hired to support the Strategic Roadmap implementation with four additional engagements.


The client gained valuable insight into the current state and the ability to anticipate next steps with downstream impacts, including:

  • Increasing clarity for company vision and making it actionable.

  • Developing a comprehensive IT plan aligned with overall business strategy.

  • Establishing a plan for implementing modern security tools and processes. 

  • Implementing foundational systems to optimize IT’s ability to innovate and further business objectives, including migrating the mainframe to a shared services solution and moving communications systems to the cloud.

  • Maturing the Disaster Recovery / Business Continuity capabilities.

  • Developing a Data Maturity plan and data warehouse and business intelligence capabilities to unify information and improve customer experience.

  • Implementing document management and workflow, customer and partner portals, and an End-to-End Policy Management System.

  • Understanding of the roles and the future-state skills needed for IT teams.

Project Attributes

  • Reduced Risk
  • Accelerate Delivery
  • Increased Capabilities
  • Increased Security
  • Documentation

Technologies Used

  • Not Applicable

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