CompanyTech BattlePlan

"Victory belongs to those who are most prepared. The first step to success is understanding your battlefield."

The first step to achieving your goals is understanding your starting point. Get a comprehensive and thorough assessment of your organization based on the TOGAF® standard and our recommendations to reach your desired level.

FAQ Book Free Pre-Assessment

What is our CompanyTech BattlePlan?

CompanyTech BattlePlan is not just an assessment: it's your customized multi-year strategic plan.

We start with a comprehensive analysis of your organization, business unit, or specific process to identify exactly what technology stack your company needs and how to implement it over time.

The result? A detailed and actionable roadmap that transforms technological complexity into concrete steps toward your business objectives.

As a digital transformation company, we accompany our clients throughout the entire digitalization journey. The BattlePlan represents the strategic starting point for successful digital transformation: before investing in technologies, it's essential to know exactly where you're going and how to get there.

What You Get

BattlePlan is completely modular: the package can contain one or more of the following documents, based on your specific needs.

Why start immediately with deliverables? The TOGAF® methodology teaches that having structured artifacts from the beginning is fundamental to building a solid foundation for digital transformation. These are not just documents, but operational tools that guide every future decision of your organization.

Here's what you can get with your BattlePlan:

  • Process and architecture diagrams (flowcharts, BPMN/Archimate visual maps).
  • Modular analysis documents scalable in depth (from Executive Summary to complete technical report).
  • TOGAF templates and artifacts (Vision Statement, Definition Docs, Governance Plan).
  • Visual prototypes (wireframes and high-level layouts for architectural solutions).
  • Operational roadmap with work packages, timeline, and measurable KPIs.

TOGAF® ADM Methodology

TOGAF® ADM Phase BattlePlan Activities Deliverables
Preliminary & Vision Architectural kickoff, Vision & Scope definition Vision Statement & Scope Document
Business & Data Architecture Process interviews and surveys Business/Data Architecture Definition
Application & Tech Architecture Code review and infrastructure scan Application/Technology Architecture Doc
Opportunities & Solutions Gap analysis and quick-win identification Gap Analysis Report & Quick-Win Package
Migration Planning Battle Roadmap development Detailed roadmap with phases and KPIs
Governance & Change Governance alignment and training Governance Plan & Training Materials
TOGAF® ADM - Architecture Development Method

The TOGAF® ADM (Architecture Development Method) cycle that guides our BattlePlan approach

We Address Your Key Questions

Process Optimization

  • How can I optimize my sales force processes to increase conversions?
  • How can I reduce customer support response time without increasing costs?
  • Why are my approval times so long and how can I streamline them?
  • How can I automate repetitive tasks that waste my team's time?
  • What's the real ROI of my current technology investments?

Business Acceleration

  • How can I scale the business without proportionally increasing operational costs?
  • Why are my competitors faster at launching new products/services?
  • How can I improve customer experience through technology?
  • Which emerging technologies could give me a competitive advantage?
  • How can I integrate data scattered across different systems to make better decisions?

Advanced Troubleshooting

  • Why isn't my CRM being used by the sales team as it should?
  • How can I reduce manual errors in critical processes?
  • Why are my reports always late and often inaccurate?
  • How can I better predict demand and optimize inventory?
  • What's the most effective way to digitize legacy processes without disrupting operations?

Strategic Planning

  • How can I digitally transform my company without risking current business?
  • Which priority technology investments will give me maximum impact?
  • How can I concretely measure digital transformation success?
  • Why do my IT projects often exceed time and budget?
  • How can I prepare the organization for market changes?

Our Approach: External Perspective and Tailored Solutions

✓ Impartial and Objective Assessment

Our clients greatly appreciate our impartial viewpoint: a realistic assessment of the current situation that identifies what needs to change and how to implement improvements. As external consultants, we see what often escapes those working daily within the organization.

✓ Customized TOGAF® Methodology

Our recommendations are not pre-packaged formulas. We use the TOGAF® ADM framework as a solid foundation, but adapt it to the specific needs of each organization. Every company presents a unique combination of challenges, processes, and strategic objectives.

✓ Modular and Scalable Deliverables

We carefully select the right tools from a vast toolbox, adjusting the depth level of documents and visual projects based on the company's real needs. From executive-level documents to detailed technical analysis, we generate only what truly serves your business.

Why Choose Us

We combine years of TOGAF® experience, Agile/SAFe® competencies, and deep knowledge of Salesforce and CRM technologies. We are fast, transparent, and results-oriented with measurable outcomes.

Frequently Asked Questions - CompanyTech BattlePlan

CompanyTech BattlePlan is a strategic digital transformation roadmap designed for managers, entrepreneurs, and C-level executives who want to align technology and business in a measurable way. It's a journey that combines strategic vision, IT architecture, and investment priorities, translating business objectives into a clear map of actions, timelines, and responsibilities. It's not theoretical consulting: it's an organized battle against technological complexity. It's designed for SMEs and mid-to-large enterprises that already have multiple systems (CRM, ERP, AI, portals, internal apps) but lack a unified vision of their digital ecosystem.
A complete project requires an average of 4-8 weeks, depending on the company's size and maturity. We structure it in 4 agile phases, each with tangible output: (1) Discovery – mapping processes, objectives, and pain points; (2) Architecture – modeling the digital ecosystem with TOGAF framework; (3) Prioritization – selecting initiatives with highest ROI; (4) Execution Plan – defining the roadmap with milestones, owners, and KPIs. The approach is fast but deep: in a few weeks you get a clear, documented vision ready for implementation.
TOGAF (The Open Group Architecture Framework) is the international standard for designing enterprise architectures. We use it because it allows aligning business, data, applications, and technology in a language common to the entire organization. At Castaldo Solutions, we've simplified and made it operational for SMEs, maintaining the methodological power but eliminating the bureaucracy typical of large corporations. TOGAF allows us to translate IT complexity into a vision that's understandable and useful for decision-makers, ensuring architectural consistency and future scalability.
You receive a complete and actionable package, not just slides: (1) Current Technology Ecosystem Map with processes, tools, and data flows; (2) Target Architecture describing the ideal future infrastructure; (3) BattleMap Priorities with ordered list of initiatives by ROI, risk, and impact; (4) Detailed Execution Roadmap with milestones, owners, timelines, and estimated budgets; (5) KPI and Governance Model to monitor progress and results. Everything is contained in a branded visual document, designed to be presented directly to the board or investors.
BattlePlan starts as a strategic phase but naturally extends toward execution. After defining the roadmap, we offer two paths: (1) "Strategic Only" – the client receives the roadmap and manages implementation autonomously; (2) "Strategic + Execution" – we accompany the company as Fractional CTO / Delivery Partner, coordinating internal developers or external technical partners. In many cases, we remain part of the technology board to supervise the consistency of choices with the strategy defined in the BattlePlan.
Perfectly. BattlePlan is designed precisely to organize where there are already scattered initiatives. It doesn't replace ongoing projects but re-aligns them to a common strategic vision. If a company already has a CRM and is testing AI solutions, BattlePlan identifies how these platforms should communicate, where governance is needed, where scaling is possible, and where work is being duplicated. In practice, it creates the digital backbone on which to coherently build technological evolution, avoiding silos and investment waste.
BattlePlan is modular and customized: investment varies based on organizational complexity, number of systems involved, and depth of analysis required. The goal is never to "sell consulting hours" but to generate measurable returns on digital investments within the first 12 months. Each project starts with a free Pre-Assessment that allows us to precisely define objectives, scope, and priorities, proposing a tailored plan – cost-sustainable and high-impact in results.
We provide continuity with three support models: (1) Fractional CTO / CTO as a Service – we remain alongside the CEO as permanent technical-strategic advisor; (2) Delivery – we execute delivery with our development team or supervise IT vendors and partners to ensure architectural consistency; (3) AI & CRM Power-Ups – plug-and-play operational modules (n8n, Salesforce, HubSpot, Odoo) to rapidly implement priority parts. This way, the plan doesn't remain on paper but becomes a real execution machine with trackable objectives and measurable results.

Ready to transform your digital ecosystem?

Book Your Free Pre-Assessment
Ready for your strategic BattlePlan? Book Now