Step 2 · Run a Technology Needs Assessment

Talk to the people doing the work, map the current workflow, identify what is missed, duplicated, expired, lost, delayed or unnecessarily manual, and document the effect on time, money, readiness and risk.

Full guide planned · 18 min read
Step 2 · Run a Technology Needs Assessment

The short version

A needs assessment is mostly listening. Sit with the crews, the logistics staff, the quartermaster and the supervisors who touch the process, and follow the work as it is actually done rather than as the policy describes it. Hold onto one distinction throughout: needs describe the operation, requirements describe what a solution must do. Confusing the two is how a department ends up with a system that meets the specification and does not fit the job.

See it applied

Start here

If you read one thing on this subject, read this.

Go deeper

Questions to ask your vendor

  1. Who actually performs this work?
  2. What does the process look like today?
  3. Where are the workarounds?
  4. Where is information entered more than once?
  5. What gets missed?
  6. What gets delayed?
  7. What creates frustration?
  8. What creates operational risk?
  9. How much staff time does the current process consume?

This is a reading list, not a guide

Everything above was published by someone else, and is here because it is the clearest treatment of the subject we could find and verify. The Hub’s own guide to this topic is still being written. If you know a better source than the ones listed, that is worth telling us before it is.

Send a note