Stage 3: Current-State Assessment

Before Acme asks the market for proposals, it needs to understand its own environment well enough to ask sensible questions.

What This Stage Is

This is where Acme documents the current estate. In our hypothetic case, let’s say it includes:


What this Really Means

The Current-State Assessment means creating a fact-based picture of:

Area Description
Technology landscape What exists today
Application landscape What applications are there, who owns them, how critical they are, what dependencies they have
Operating model How teams work today, who approves what, where delays happen, how incidents and changes are handled
Cost baseline What the current environment costs and where the money goes
Risk baseline What security, compliance, operational, and resilience issues exist

Who Is Involved

Based on the Organization scale and structure, these roles may exist independantly or be merged. However, the basic idea remains the same.

Role Description
Infrastructure operations teams They know servers, storage, networks, backups, and support models
Application owners They know what the applications do and how sensitive they are
Service management team They know incident, request, change, and service processes
Finance and commercial teams They help establish current cost and contract baselines
Security and risk teams They identify control weaknesses and audit concerns
Enterprise architects They connect the dots across all these domains
Data center, platform, and network specialists They provide specific technical inputs

Sometimes External Consultants Are Brought In Here

This often happens when the internal organization lacks:


What Gets Produced

This stage should produce real artifacts, not vague opinions. Typical outputs include:


What Can Go Wrong Here

This stage is often weak because companies overestimate how well they understand their own estate.

Typical issues:

Remember: If the current-state assessment is weak, the Request for Proposal will be weak.


⬅ Series Home ⬅ Current-State Assessment Future-State Vision ➡