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:
- 10,000 virtual machines
- Container platforms
- Legacy applications
- Modern applications
- Enterprise applications (Finance/Supply Chain/ERP/HR)
- Poor process maturity
- Shadow information technology
- Low automation
- Delays in provisioning
- Weak cost controls
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:
- Inventory quality
- Transformation capacity
- Neutral assessment capability
What Gets Produced
This stage should produce real artifacts, not vague opinions. Typical outputs include:
- Infrastructure inventory
- Application inventory
- Dependency view
- Current process assessment
- Current cost baseline
- Risk and pain-point assessment
- Maturity assessment
What Can Go Wrong Here
This stage is often weak because companies overestimate how well they understand their own estate.
Typical issues:
- Inaccurate inventory
- Unknown application owners
- Missing dependencies
- Incomplete cost data
- “Tribal knowledge” instead of documented knowledge
Remember: If the current-state assessment is weak, the Request for Proposal will be weak.
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