Case Study:

IT Assessment – Full Assessment


As the organization transitioned from a traditional “bricks-and-mortar,” catalog-based provider of services to a web, mobile device, and social media on-line community and merchant, management desired to understand and benchmark, using cross-industry best practices, how its IT organization (people and processes) operated relative to business needs and organizations of its size and complexity.

What We Did

After interviews with 25% of executives, business leaders, staff, and IT staff we discovered areas for improvement in delivery, user alignment, and IT efficiencies. We educated the executive team on different IT service and organizational models and listened as they concluded IT was integral to the success of their mission and not just an “expense-line” service provider.

Our time was equally spent across IT development and infrastructure teams with assessments spanning corporate and remote offices. We discovered IT had been depriving itself of important technical and process improvements in order to deliver more to users.

Working with executive sponsors we presented our findings and recommendations to the company’s Strategy Team, President, and IT staff.

What We Achieved

The company aligned development teams by line-of-business to simplify planning and expectation setting. An Enterprise Architecture and IT Project team was created, and clear ownership and accountability of users, projects, offices, and technologies was defined. The company realized the need to add a full-time Project Manager and a leader (CIO) for IT who reported to the President.

Follow-on Activities

Harvard Partners was asked to continue in an Executive CIO role, help better align IT with business teams, recruit a permanent CIO and new project manager, and participate as part of the organization’s Strategy Team.


Industry: Lifelong Learning/Non-Profit
Scope: Corporate-wide exposure
Impact: IT better aligned with business priorities and users as a precursor for development of a realistic and attainable IT plan and budget. through different and stronger vendor partnerships.
Duration: 2 months

Harvard Partners Skillsets

  • Business analysis
  • Project management

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Harvard Partners brings practical solutions to strategic IT issues in a collaborative and engaging manner. We inspire excellence from IT organizations by identifying opportunities for improved performance, minimizing risk, and training and coaching staff.