Strategy & Planning Services
Plan strategically and execute tactically with key business and IT stakeholders for a successful digital transformation
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Strategy & Planning Services overview
Investing in a business-centric strategy that aligns Information Management projects to business goals has been shown to pay dividends. OpenText™ Strategy & Planning Services helps identify and prioritize goals to support an organization’s near and longer-term planning, addressing implementation, adoption and the operation of solutions. With more than two decades of experience delivering Information Management solutions, the OpenText team helps plan the right scope and approach to projects and how to best account for broader business objectives at the appropriate time.
Maximize Information Management value
Let OpenText™ Advisory Services help build a business-aligned Information Management strategy for your organization.
Learn how about OpenText™ Advisory ServicesStrategy & Planning Services benefits
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Align projects to business goals
Plan tactical projects guided by a business-centric vision that accounts for current projects as well as the upcoming roadmap.
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Improved adoption for higher business value
Influence the expected business value from Information Management investments with proven adoption strategies.
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Faster time to value
Gain value faster and build on successes to meet business objectives with smaller interactive projects, using a planned approach and well-defined scope.
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Reduce risk
Utilize Strategy & Planning Services for planning and delivery excellence that follows best practices, aligns solution deployment to business expectations and mitigates risk.
Services offered
OpenText Strategy & Planning Services help organizations achieve business wins and carry the momentum throughout their Information Management journey.
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Education and planning workshops
Benchmark against standard maturity model frameworks to assess risk and readiness, focusing on adoption, regulatory compliance, data security, upgrade and cloud migration.
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Assessments
Support project planning alongside key business, IT and Information Management stakeholders, including security, migration, upgrade and user adoption.
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Planning studies
Conduct comprehensive studies to strategically position projects in line with broader business transformation initiatives, including project scope and sequencing.
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Meeting regulations
Leverage regulatory compliance services, including GDPR strategy and CCPA compliance planning, to reduce risk of large financial penalties, audits or inspections.
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Project and Program Management
Steer projects with advice and guidance following best practice implementation methods with one point of contact throughout.
Find out more
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Assess privacy regulation risk
Benchmark compliance with privacy regulations with actionable guidance.
Read the service overview assess privacy regulation risk -
Mitigate risks
Develop a roadmap to an improved security posture with the Security Assessment Service.
Read the service overview develop a roadmap to an improved security posture -
Strategize to maximize adoption
Develop a strategy for new solutions or assess existing solutions.
Read the service overview develop a strategy for new solutions or assess existing solutions

“Our experience of working with OpenText Professional Services was really, really good. Their approach was one of thinking outside of the box, not just doing the bare minimum. They looked beyond our existing processes and brought their knowledge of industry best practices to make our processes more efficient.”