A working document, in your hands.
Welcome. This is the working version of the matrix from Friday's call.
Around 30 minutes per section. Stop and resume any time, your answers stay on this device.
How to use this document
This document does two things. Part A is a per-system feature inventory: for each platform, the features it offers and what we believe is on your plan, ready for you to mark what you actually use. Part B is the more strategic half: it maps each business function across all your systems in one view, so duplications, gaps, and source-of-truth questions become visible without anyone having to hunt for them. Part C is open-ended; some of it can wait for the shadowing day if it's easier.
Skim Part A first. For each system, mark a friction score where it applies, and add anything we missed. Part B is where the real value is. That's the part that drives the consolidation conversation. Part C is qualitative.
No rush. None of this needs to be perfect on first pass. Answer what's relevant to you, leave what isn't. The team will cover the rest, and where a row isn't yours to answer, mark Not my area and move on.
A few cells in Part A are pre-filled where you confirmed the answer directly on our 8 May call. Please correct any of those that are wrong.
Used throughout
The friction scale
A simple 0–5 score that turns the inventory into a prioritisation tool.
| 0 | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Not used | Works fine | Occasional friction | Regular friction | Weekly or daily pain | Showstopper |