Consulting delivery leads and project managers
Kicking off a new platform modernization engagement with a client
사용 사례
소개
The Platform & Modernization Practice mind map template organizes 89 nodes across four core domains: Tools, Project Management, Process & Governance, and Service Catalog. It provides a structured framework for IT and consulting teams to manage platform modernization initiatives, covering presales workflows (Self Service for configurator presales), delivery governance (WBS, Risk), and service lifecycle stages from Service Strategy to Continuous Service Improvement. The template includes specific artifacts like Patrick's P&M Workshop Doc and Deal Cycle.vsdx, making it a practical cheat sheet for practitioners. This Platform & Modernization Practice template is designed to standardize service delivery and accelerate project planning.
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Presales architects and sales engineers
Standardizing presales responses for configurator deals
Service managers and process owners
Reviewing and improving IT service management processes for platform operations
이 템플릿 사용 방법
단계 1
Access and Explore Core Domains
Open the template in Xmind to navigate the four core branches including Tools, Project Management, Process & Governance, and Service Catalog.
단계 2
Customize Project and Service Data
Replace placeholder nodes like the WBS and Risk branches with your specific project data while tailoring the Service Catalog to your modernization needs.
단계 3
Export and Share Final Deliverables
Utilize the export function to save your completed modernization framework as a PDF, image, or Markdown file for stakeholder distribution.
자주 묻는 질문
The template includes 89 nodes across four main branches: Tools (with CP Template and Self Service for configurator presales), Project Management (WBS, Deal Sheet), Process & Governance (workflow, KPI, QA, ITIL lifecycle stages), and Service Catalog (Platform and Modernization service definitions).
Open the .xmind file in Xmind, then expand the Service Catalog branch to define Modernization services like Baseline Assessment and Analytics. Use the Project Management branch to create a WBS and track deliverables. Customize the Process & Governance branch to align with your organization's service lifecycle.
Yes, the template is fully editable. You can add, remove, or rename nodes, attach files (e.g., Deal Cycle.vsdx), and modify colors or icons to match your team's workflow.
The Service Strategy node under Process & Governance helps define the overall approach for delivering platform modernization services, including target markets, service portfolios, and strategic objectives.
Yes, the Tools branch includes Self Service for configurator presales with sub-nodes for Deal Sheet, WBS, and Risk, enabling presales teams to quickly generate proposals and project plans.
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