Strategic assessment for SMEs

CompanyTech BattlePlan

The plan that tells your company where to invest, in what order, and which numbers to track. First the map, then the spending.

4

phases

4-8

weeks

90 days

to the first quick wins

12 months

of operational roadmap

Sound familiar?

If you recognize yourself in at least one, this is what the BattlePlan is for.

How it works: a cycle, not a list

Four phases revolving around one fixed point: your goals and KPIs. Tap a phase to see what happens and what you keep.

Your goals
and KPIs

Phase 1

Discovery

What happens

We interview the people who do the work, not just those who describe it: we map processes, goals and pain points.

What you keep

The map of how your company works today, and the list of problems quantified in hours or euros.

Phase 2

Architecture

What happens

We design how systems and processes should work tomorrow, and compare it with today.

What you keep

The target architecture and the gap analysis: what's missing, what's duplicated, what needs replacing.

Phase 3

Prioritization

What happens

We rank interventions by expected return, cost and risk. No wish lists: priorities.

What you keep

The ordered list of where to invest first, with the quick wins that generate return within the first 90 days.

Phase 4

Execution Plan

What happens

We turn priorities into an operational plan your company can execute, with us or on its own.

What you keep

The roadmap with milestones, owners and KPIs, on an execution horizon of up to 12 months.

This cycle is our version of TOGAF® ADM, the enterprise architecture standard of the big consulting firms: that's where we come from, and we adapted it to SME scale, keeping the rigor and removing the bureaucracy. And we're external: the assessment says what needs to change, not what's convenient for us to sell you.

What you keep

Living artifacts, not slides: they stay in your company, get updated and guide decisions. The most requested:

Process maps

As-is and to-be, in BPMN flows (draw.io) your team can keep updating.

Systems snapshot

What you have, what talks to what, where the gaps and duplicates are.

Investment priorities

The list ordered by expected return, cost and risk, with quick wins at the top.

Operational roadmap

Dates, owners and KPIs to track, up to 12 months of execution.

Every document comes in two depths: the summary for decision makers, the detail for implementers.

It works if

  • There's an internal sponsor who decides, with 4-6 hours to dedicate to the project.
  • We talk to the people who do the work, not just those who describe it.
  • Together we define at least one measurable KPI.

And after?

  • Fractional CTO: Ongoing technical guidance at the decision maker's side.
  • Delivery: We execute the roadmap, or supervise your vendors.
  • AI & CRM Power-Ups: Ready-made modules (Salesforce, HubSpot, Odoo, n8n) to start from the quick wins.

And if you do nothing?

It's the most common alternative, and the most expensive: every month, manual processes keep consuming hours, systems that don't talk to each other keep generating errors, and competitors who got organized keep moving faster. That's exactly what the free Pre-Assessment is for: understanding, before spending a euro, how much the current state is costing you.

Get your free Pre-Assessment

Frequently Asked Questions - CompanyTech BattlePlan

CompanyTech BattlePlan is a strategic digital transformation roadmap designed for owners, CEOs and managers 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 a method to bring order to technological complexity. It's designed for SMEs that already have multiple systems (CRM, ERP, AI, portals, internal apps) but lack a unified vision of how they work together.
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 architecture 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) Map of your current systems and processes, with 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: the quick wins identified by the map are selected to produce results within the first 90 days, while the full roadmap is executed over a horizon of up to 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.
The method, proven

First the process map, then everything else

The first piece of work with Sicurcond produced no automation at all: it produced a picture of the technical office processes, showing who does what, when and with which tool. Every intervention starts there.

The journey first of all allowed us to gain important experience in mapping our processes and checking how efficient they were. That was the first important step for us.
Gruppo Sicurcond
Stefano Faita
Founder of Sicurcond
sicurcond.it
Read the full case

Ready to bring order to your technology?

4

phases

4-8

weeks

90 days

to the first quick wins

12 months

of operational roadmap

Get your free Pre-Assessment
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