Advisory Finance
Sanlam
Research into how customers contact Sanlam came first, then a knowledge base that shows what they search for.
A roadmap that puts the work in the right order.
We assess your systems, processes and goals, then set out what to build, change or retire, in order of value and risk.
A roadmap turns competing ideas into an agreed order of work.
Most businesses have more requests than budget: a new system here, a replacement there, an integration someone has been asking for since last year. Without an agreed order, the loudest request wins and the most valuable one waits.
A strategy and roadmap engagement looks at what you run today, what the business needs next and what each piece of work is worth. The result is a plan that sets out what to do first, what it depends on and roughly what it costs, so leadership can make decisions and teams know what comes next.
When everything feels like a priority
A roadmap gives everyone the same order of work, and the reasons behind it.
- Every department has a priority, and they can't all go first.
- Systems have been added over the years, and nobody is sure which to keep.
- Projects start before anyone has agreed what success looks like.
- Most of the budget goes on keeping things running.
What a roadmap has to settle
A plan is only useful if it answers the questions people will argue about later.
Which problems are worth solving now?
Not every request is equal. We weigh each against what it is worth to the business, what it costs and what breaks if it waits.
What has to happen before what?
Some work only makes sense once something else is in place: clean data before reporting, a stable platform before new features. The sequence has to reflect that.
What do we stop doing?
Roadmaps that only add work tend to stall. We look at which systems, tools and projects can be retired to make room.
How will we know it worked?
Each phase gets an outcome you can measure, so the roadmap can be reviewed against results rather than activity.
What you leave with
A current-state picture
Your systems, data and processes, documented, with where each falls short.
Options, with costs
The realistic choices for each problem, with rough costs, effort and risk.
A sequenced roadmap
Work in phases your team can plan budgets and projects around.
Quick wins
Changes that can be made straight away while larger work is planned.
“Realm Digital was fully on board to make it happen and was as invested as we were in the success of the project.”
Our advisory work
Advisory Health and Wellness
Healthcare administration group
An independent digital assessment: 7 stakeholder interviews, 400+ pages reviewed and a prioritised transformation roadmap.
Advisory Other
Industrial solutions provider
An independent strategy engagement that sharpened direction and leadership alignment for a confidential industrial provider.
Advisory Other
Cape Town Child Welfare Society
Mapped 8 workflows, 5 user roles and 7 report types into a blueprint for a case management system.
Strategy and roadmap FAQs
What if we already have a strategy?
We can test an existing strategy against your systems and budget, and turn it into a sequence your teams can act on.
How detailed is the roadmap?
Detailed enough to plan budgets and projects. Each phase has a scope, rough costs, dependencies and the outcome it should deliver.
Do you only recommend technology you build?
No. Recommendations include off-the-shelf tools, configuration of what you already own and changes to process.
How long does it take?
It depends on how many teams and systems are involved. We agree the scope and timeline before we start.
Latest insights
Tell us what you're trying to plan.
Give us a sense of what's competing for budget and what's holding it back.