ALDT

Stage 1 Brief

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ALDT · Stage 1 Brief
Orientation on the Stage 1 deliverable set (endorsement phase) — Current State Assessment v1.6, Stage 2 Readiness Report, Quick Value Outputs, capability model, Addendum A.
Recalibrate two things first

The CSA is the digital baseline, not an AM verdict. It assesses the applications, information, integration and digital capability behind EAM, and explicitly "does not assess asset management practice or process maturity" (that sits with the QAO review + 2025 EAM maturity assessment). Its PPIT "process" means digital/system process.

The reviewer cast has moved since May. On v1.6: Review — Feras Abou Moghdeb / Sue Fernandez → Endorse — Raman Bedi / Jodie Bothwell → Approve — Cherie Davis / Heath Williams. Kevin Davies owns the Stage 2 Readiness Report. Swarna doesn't appear in this set — the "gap list" now lives in the CSA's own carried-to-Stage-2 flags.

1 · What they claim — one thread

The central diagnosis, quoted: the findings "are not separate problems — they are different manifestations of a single architectural condition… the organisation has evolved faster than its enterprise architecture."

The sharpest line: "acquiring an application in response to each business requirement has not improved capability and has made the underlying position worse."

202
EAM applications (of ~750)
521
Logged issues/pain/opps
55%
Info assets at data maturity L1–2
170
EAM integrations (99 low-confidence)
The thesis in two correlations

Applications vs process maturity r = −0.06 — adding apps is statistically unrelated to capability. Applications vs logged pain r = +0.74 — the app-heavy capabilities generate the most concern. Also: only 3 apps serve 5+ capabilities, and 7 of 29 capabilities have no application at all.

Investment vs need: $84.7M across 81 initiatives, Modern ERP $65.5M. ~99% of capability-aligned spend sits in asset delivery, while Data & Information, Strategy/Planning and Review/Risk carry 84% of documented need and ~1% of the spend. Process maturity averages ~1.8 on CMMI; several core capabilities score 0.

Where it lands: this is now "a design and sequencing exercise rather than a strategy exercise." Readiness Report verdict: Proceed with Conditions · high confidence · "strategy ready, capacity constrained" (Leadership/Governance/Business HIGH; Technology MODERATE; Information & Change DEVELOPING).

2 · Where the endorsement risk sits

Analytically finished — the insight boxes are full prose, not placeholders. Unfinished is sign-off, and that's the live risk this phase.

  • Not approved. Cherie Davis and Heath Williams both read "To be added"; PWG endorsement is a placeholder; Addendum A is "0.3 Draft, SME endorsement pending." Findings can't feed board/funding decisions until SME validation + governance endorsement land.
  • Everything is "derived and indicative" — mixed-confidence rules-based mappings, "presented to make the current state legible and challengeable rather than final." Lowest confidence: asset-class alignment 30%, capability-maturity data 35%.
  • Two fault lines: RAID R4 is "manage the ICT-vs-business focus"; R18 is "depth of analysis is too deep."
The banana skin

The desk itself warns "do not take the current distribution to a board as evidence of misallocation" without separating the EAM share of Modern ERP and weighting by severity. If the $65.5M-vs-1% number is used raw in endorsement, it gets shot down.

3 · Where you add value fastest

The CSA lists what it left undone — that's your backlog. Highest-leverage, lowest-politics first:

  • The reconciliations it calls prerequisites: map information-asset ownership (currently by org unit) to the capability model; give the 159 apps missing an L1/L2 a capability assignment; chase the 20 unknown owners. "A prerequisite for enterprise information governance."
  • The data-remediation backlog: the 6 unclassified + 4 unrated assets, and those that are mission-critical, hold PII, and sit below required quality.
  • The off-system/manual-process inventory Stage 2 explicitly wants (hazmat/asbestos obligations, off-system work assignment, EAM↔Finance asset creation) — nobody's done it, and your elicitation background is the tool.
  • Extend the integration register — the 10 unrecorded systems and the ~third of interfaces with no recorded payload — a precondition for the S/4HANA cutover.
  • Re-weight the "need" data and split out the EAM share of Modern ERP so the investment argument survives a board. The most board-visible fix on the list.

Low-effort early credibility: it's a to-be-approved document with visible typos ("KEY SIGHTS" for KEY INSIGHTS, a stray date). Flagging those quietly in review gets noticed.

4 · This is your Level-Up Cycle 1, made real

Cycle 1 — Current State & Systems — with the mock clinic swapped for the live case. Pick one well-evidenced asset class (pavements or fleet) and write your five-lens note straight off the CSA. The reading lands with force: the CSA's own thesis (one architectural condition, fragmentation reproducing itself) is Senge almost verbatim, and the apps-up-capability-flat finding is textbook local optimisation — busy, not capable — out of Goldratt. Boss-fight spine: the operating-system map, with r = +0.74 as the punchline.

→ Development · Cycle 1 · → Live Tracker · → Orientation Hub

Compiled from a full read of the Stage 1 deliverables (28 Jul 2026). The deliverable set is analytically complete but not yet endorsed — treat figures as "derived and indicative" until governance sign-off.