Business Analysis


This section of the playbook provides a quick checklist for planning your business analysis. The checklist includes:

  1. Current corporate environment
  2. Existing digital workplace solutions
  3. Technology infrastructure
  4. Corporate structure
  5. Corporate culture
  6. Key stakeholder groups

Information on your organization's current state is critical to the digital workplace planning process, since your digital workplace solution must integrate seamlessly with existing corporate culture, systems, and solutions.

Planning Checklist



Current infrastructure

Summarize your current corporate infrastructure.
  • On premises or cloud-based
  • Productivity tools
  • Enterprise applications
  • Custom built tools
  • IT infrastructure
  • Cloud structure
  • Security
  • Authentication
  • SSO
Identify other tools that could be integrated with your digital workplace (regardless of the integration level).

Current solution

Identify the biggest pain points of the current solution (technical, security, scalability, design, usability, features, and more).
  1. End user
    • Poor navigation experience
    • Poor search experience
    • Missing features
    • Poor mobile experience
  2. Sponsor
    • High licensing cost
    • Requires large team to manage
Identify the features / functionalities / solutions that your key stakeholders are requesting. 
  • Easy to use
  • Mobile-friendly
  • Key features
  • Security
  • Integrations
  • Business solutions

Corporate culture

Outline the key requirements for driving corporate culture, engagement, and adoption of the solution.
  • Consult key stakeholders
  • Confirm the connections between the company culture and the current digital workplace strategy
  • Identify if the culture is in the process of being updated / changed / adjusted, and how that may impact the digital workplace

Corporate structure

Summarize your current corporate structure and how it will be reflected and/or modified in the digital workplace solution.
  • Organizational chart
  • Roles and responsibilities
  • Budget approval processes
  • Governance structure
  • Security and compliance

Stakeholder groups

Identify the key stakeholder groups for your digital workplace strategy – both from a strategic and operational perspective.
  • Identify corporate sponsors
  • Identify project stakeholder groups (each department may be a stakeholder group, for example)
  • What experience, knowledge, and expertise does each stakeholder group possess?
Identify required project resources
  • What group(s) do these resources belong to?
  • Who approves access to the required resources?

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