What is an Envisioning Workshop?

Simply put, an envisioning workshop is a session taken from the Microsoft Catalyst process designed to help organizations achieve their business objectives.  Most companies don’t realize how technology can help them reach their business goals much faster.

In the workshop, we will jointly define how to enable a digital transformation for your organization.  Now, we all know that the term “digital transformation” is overused and extremely vague.  Digital transformation is the utilization of technology to achieve business goals. Often companies don’t realize the opportunities they have to solve everyday problems with technology. Every business will profit from different aspects of the digital transformation spectrum and participating in an Envisioning Workshop can allow for a deeper understanding of exactly how your company will benefit. Imagine having experts in technology, business process, artificial intelligence, Cloud computing, and more, all thinking and talking about how to surge your business ahead. 

That is what you get by participating in this workshop. 


What to expect during an Envisioning Workshop

This briefing usually runs for one full day  (or two half days) and starts with a review of your business objectives, followed by a mutual discovery and visualization of solutions, ending with a clear, actionable plan of how we can help you reach your business goals. In many cases, you will learn how technology enables changes you could not have thought of on your own.  An example of an output from this process is better insight from analyzing siloed customer data to solve customer churn. 

By working with the business decision-makers in your company, together we will unlock ways to overcome the challenges that your organization faces. Here are a few examples of how we have helped other organizations digitally transform:

  • Technology-enabled sales lead through cash process enhancements. (lead, opportunity, order, cash)
  • More effective communication capabilities with existing and potential customers
  • E-commerce and other remote self-help capabilities
  • Digital telephony in the COVID era
  • Ingest siloed customer data to analyze reasons for customer churn, sales velocity reduction and other issues
  • Marketing revenue attribution


What do I receive at the end of the workshop?

The Envisioning phase is intended to create scenarios that serve as the blueprint for the next steps in your customized digital transformation process. Here are the top takeaways from an envisioning session:

  1. Mutual understanding and alignment of your objectives, business challenges, and opportunities for improvement.
  2. Prioritization of initiatives for digital transformation has been set to ensure a fast and effective impact on your current business activities.
  3. A complete plan with agreed-upon next steps is drafted to drive profitable innovation for your organization with a budget.


How do I sign up and what does this cost?

We have partnered with Microsoft Canada to make this workshop free of charge for organizations like yours! Just click here and scroll to the bottom of the page to apply for your very own Envisioning Workshop.  You can also email us at experts@crmdynamics.com with the subject line of “Envisioning Workshop” and we will respond right away to get your customized session scheduled!

We hope you will take us up on this offer as we partner with the technology experts at Microsoft Canada for this free CRM Dynamics-led workshop to imagine a future state solution for your business.

Jared Teed

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