We conducted a project assurance and technology capability assessment for our client, focused on the IntelliPen platform implementation. The engagement aimed to evaluate the current state of delivery, governance, and solution suitability to support their strategic objectives and operational efficiency.

 Approach:

Using our proprietary project assurance framework, we assessed the IntelliPen programme across key dimensions including governance, planning, stakeholder engagement, delivery capability, and technology alignment. We reviewed the maturity of the project, the clarity of objectives, and the achievability of outcomes.

We also evaluated the IntelliPen platform’s suitability as a long-term solution, considering its architectural limitations, performance concerns, and the lack of integration with our clients IT and operational teams. Our assessment included a review of the delivery cadence, resource model, and readiness for change.

Working closely with stakeholders, we developed two strategic options: a reset and delivery plan for IntelliPen, and a parallel track to evaluate alternative solutions through a structured RFI/RFP process.

Results:

We delivered a dual-path strategy to enable our client to regain control of the IntelliPen programme and ensure alignment with long-term business goals:

• Option 1 – Deliver IntelliPen: A structured reset of the project with a dedicated delivery team, clear MVP definition, and governance model. This included the introduction of a product owner, business readiness lead, and hybrid BA/tester roles to accelerate delivery and reduce key person dependency.
• Option 2 – Solution Evaluation: A short, focused RFI/RFP process to assess whether IntelliPen remains the right solution, benchmarked against market alternatives. This included architectural definition, vendor scoring, and implementation planning.

Our client adopted a hybrid approach, initiating immediate improvements to project structure and delivery while preparing for a potential technology pivot. This ensured that future investment would be aligned to strategic outcomes, operational readiness, and customer value.