Planning for Technology

Consider this scenario: Your organization has an antiquated cybersecurity system with little-to-no IT support. For the last two end-of-year reviews, your executive team has discussed investing in new protection software, but the final decision has been pushed off each time. Recently, your company experienced a breach in your software; in reviewing the attack, your IT team determined that no information was compromised. However, your executive team is concerned. Your organization immediately goes out and hires a third-party vendor who installs a new cybersecurity system without consulting your IT team. The question your organization faces: Was this good process?


If we have learned anything from consulting for businesses at Amplify, it is that throwing resources at technology is rarely a solution to any problem. In fact, it often leads to burning good money after bad. Despite the vital impact that technological solutions can have on your business, technology cannot fix every organizational issue you face. That is because just as there is no one-size, fits-all approach to your business, there is no single technology solution to solve every one of your challenges. What you need is the best fitting technology for your organization.

Prior to implementing new technology, there is a checklist that every business should reference: Do you have the proper plan, prioritization requirements, process and leadership support? Reviewing this checklist will allow you to think about your organizational growth as well as the organizational talent that can help shepherd the implementation. The goal is to choose the solution that is capable of growing and adapting with your company while
simultaneously supporting your strategic objectives.

One way to meet the needs of your technology implementation is through the process of strategic sourcing. The first step to optimizing your implementation is to understand the benchmarks of your current sourcing operations against the rest of your industry. Not only does this allow you to identify key performance gaps, but it also helps you to align your business objectives with your business technologies. This means that you have a fast and reliable way to recognize whether you are getting the most out of your current strategic partnerships.

Another important way is through vendor management. One critical difficulty of finding the right vendor for your technology transformation is the time and resources your organization has already devoted to running your enterprise. This is another instance wherein working with a reliable consultant can aid your business. By working with consultants who have trusted technology vendor connections, you can better ensure that a vendor is the right fit for your business. Additional benefits include third-party risk management as well as contract management to protect your organization.

While there is no questioning that technology is a critical organizational tool, it does not solve every problem. We know that applications can provide the technology enablement of process as well as process automation, so the best implementation processes start with identifying the problems that need solved. If you can invest in good process, your organization is far more likely to experience a successful implementation—and a much better experience with your technology solutions.



If you are looking to discover the right process for your next technology implementation,
now is the time to contact us.


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Summer has officially wound down, and as we step into September, the clock already started ticking for 2026. For executives, boards, and senior leaders, this is your moment to pause and ask a critical question: Do we have a clear, actionable plan to guide our organization into the next fiscal and calendar year? If you haven’t started, you’re already behind. The Cost of Waiting Markets are moving faster, technological innovation is reshaping industries daily, and the competitive landscape is anything but forgiving. Thriving organizations are the ones that anticipate disruption, set direction early, and align resources to execute with discipline. When companies delay annual planning, three things typically happen: Teams get stuck in reactive mode instead of proactively driving strategy Investments drift without clear ROI measures. Leadership spends more time putting out preventable fires instead of building sustainable growth. Why the Work Starts in September Annual planning is not a “December activity.” By then, budgets are frozen, priorities are locked, and the opportunity for bold shifts passed long ago. September is when leaders should start shaping the Goals, Objectives, Strategies, and Tactics that define the Annual Operating Plan. Done right, this process brings: Clarity and focus – align executives, boards, and staff on what matters most. Scalability and efficiency – ensure processes and structures keep pace with growth. Confidence in change – provide the roadmap needed to navigate transformation with control and measurable success. Where Many Organizations Struggle Whether you’re a rapidly scaling startup, a mature enterprise, or a mid-market company juggling priorities, the challenges are often the same: No formal plan to guide business activity for the next 12–24 months. Difficulty prioritizing “the right things” amid competing demands. Frustration when large, complex initiatives underdeliver on expectations. Teams overworked but misaligned, with unclear visibility into progress. Practical Tips for Executives and Boards While every organization’s journey is unique, here are a few starting points: Start with the end in mind. What do you want 2026 to look like? Work backwards to define the steps. Bring in diverse perspectives. Boards, executives, and front-line leaders all see different parts of the business. Focus on agility, not just control. Build room for flexibility so your plan evolves as the market shifts. Don’t reinvent the wheel. Mature organizations often need fine-tuning, not reinvention—whereas growth-stage firms may need help building structure for the first time. How Amplify Helps At Amplify, we partner with leadership teams to design operating plans that are not just theoretical, but actionable. Our blend of strategy, operations, and transformation expertise allows us to meet organizations where they are—whether you’re defining your first framework or refining a well-established planning cycle. The question isn’t if you’ll need a 2026 plan. The question is how ready will you be when the new year arrives? If your organization hasn’t started, the best time to begin is today.
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