Objective
The objective of these workshops is to deliver a structured, value driven set of advisory, enablement, and modernization services that guide customers through their end to end digital strategy. These sessions help organizations move from vision to execution by uncovering high impact opportunities, prioritizing use cases, and defining a practical roadmap for implementation, adoption, and long term sustainment.
Use Case Discovery - Workshop
Objective
Collaboratively identify, validate, and prioritize the most valuable use cases that align with business goals, objectives and capabilities—creating a clear, outcome-driven backlog to guide execution.
Engagement details
- Understand business goals/KPIs, process owners, existing workflows, data/source system overview
- Identify, qualify, and prioritize high-value use cases aligned to business outcomes
- Stakeholder interviews/workshops (business + operations + IT)
- Current-state review (process, pain points, data sources, constraints)
- Use case ideation and mapping to solution capabilities
Benefits
- Discover value driven use cases aligned with business objectives and KPIs
- Improves decision-making with a structured value vs effort assessment and clear trade-offs
- Increases user buy-in by incorporating input from power users and day-to-day users
- Surfaces process and usability gaps that may be limiting adoption and productivity
Deliverables
- Identification and documentation of high-value digital transformation use case
- Prioritized list of use cases based on business impact, feasibility, and ROI
- Identification of required data sources, integrations, and AVEVA capabilities needed for each use case
- Recommended implementation roadmap for selected use cases
- Presentation of findings to stakeholders summarizing recommended UseCase opportunities
Project Planning Advisory - Workshop
Objective
Provide structured guidance about AVEVA’s Project Management Office (PMO) best practices for effective project initiation and planning a solution implementation. Ensures the project plan has a strong foundational framework for successful technical execution and solution deployment.
Engagement details
- Establish key project management principles, including scope definition, project team structure, stakeholder alignment, risk management, and project scheduling
- Collaborate with existing project managers to oversee the overall program and ensure alignment on governance structures for successful execution
- Review and align on the implementation strategy, including feature prioritization, phased delivery approach, and a high-level testing strategy based on the defined scope of work
- Assess environment readiness for solution implementation, including infrastructure setup, technical prerequisites, data readiness, system preparedness, and integration with third-party applications
Benefits
- Confirm business objectives and KPIs, aligning stakeholders on the highest-value use cases to pursue
- Accelerate time-to-value by identifying quick wins and defining a phased delivery approach that enables early success
- Validate feasibility upfront—including data availability, integrations, security, and key dependencies—to minimize implementation risk and rework
- Focus investments on high-impact use cases while establishing clear mechanisms to measure and track realized value
Deliverables
- Conduct a Planning Advisory workshop to provide guidance on AVEVA PMO best practices for project initiation and planning
- Align with customer project managers on overall program governance and execution approach
- Review and provide guidance on the implementation strategy including feature prioritization and phased delivery approach
- Discuss and review high-level testing strategy, data migration approach, and stakeholders management
- Assess environment readiness for solution implementation including infrastructure setup, technical prerequisites, system readiness, and data preparedness
- Recommendations and next steps to support successful project execution
Private Training - Workshop
Objective
Build customer capability and confidence through tailored private training programs that enable teams to effectively use, administer, configure, and support the AVEVA solution. The provide training will accelerate onboarding and operational readiness through structured, hands-on learning. Reinforce best practices and practical troubleshooting skills to ensure effective system operation, while strengthening in-house expertise and reducing dependency on external support.
Engagement details
- Dedicated remote or onsite private training of AVEVA products or solution
- Includes hands-on labs using a customer sandbox/training environment (or agreed lab setup)
- Recommends best practices related to configuration, security/role setup, performance considerations, and operational support routines
- Validate learning through practical tasks/knowledge checks
Benefits
- Faster onboarding and improved productivity for admins, engineers, operators, and support teams
- Reduced operational risk by improving correct usage, configuration, and troubleshooting capability
- Lower reliance on external resources for day-to-day support and for minor changes
- Increased user confidence and stronger adoption due to high proficiency
Deliverables
- Customized solution training sessions delivered exclusively for your team, tailored to your specific AVEVA products, workflows, and skill levels, ensuring relevance and immediate applicability
- Hands‑on exercises and guided practice, using your environment or a training sandbox, enabling learners to build confidence through real scenarios
- Training materials package, including slide decks and exercise files that participants can continue using after the sessions
- Completion summary & follow‑up review meeting, providing a recap of trained modules, participant progress, recommended next steps, and optional skill‑gap insights to support further development
UI/UX Modernization - Workshop
Objective
This engagement aims to provide support to enhance the user experience and visual representation of an existing AVEVA solution based on modern design principles and industry best practices.
Engagement details
- Gather the customer’s user interface requirements
- Review available documentation and the existing user interface/s
- Evaluate the current user interface, including design layout, color scheme, typography, and visual consistency, and identify any potential gaps, pain points, or usability issues that may have limited the business values provided by the existing solution and user productivity
- Conduct user interviews to gather user feedback
- Identify existing usability issues
- Propose UI/UX changes using wireframes to visualize the new user interface and user experience
- Provide UI/UX assessment findings and recommendations
- Discuss proposed changes and recommendations with the customer’s stakeholders
Benefits
- Improve the user experience and achieve better user satisfaction, user adoption, and business productivity
- Enable continuous improvement and the opportunity to optimize the existing deployed solution, keeping it up to date with the latest design trends and user expectations
- Modernize the UI/UX to meet changing user needs
Deliverables
- Wireframes with the proposed UI/UX Changes
- Report with UI/UX Assessment findings
- Recommended next steps for further improvements
Value Realization - Workshop
Objective
Aims to help customers assess and maximize the value of an existing deployed AVEVA solution. A value realization assessment ensures that the solution aligns with the original business objectives and provides the opportunity to identify areas for further enhancement and optimization. AVEVA consultants will work closely with the solution owner, stakeholders, and key end-users to evaluate whether the solution is realizing its intended value and explore additional use cases to maximize the return on investment.
Engagement details
- Conduct a thorough evaluation of the deployed solution with the solution owner and stakeholders to determine alignment with initial business objectives
- Conduct user interviews with power users to determine whether the solution is delivering its full potential and identify any areas where value realization may be suboptimal
- Review existing business processes, workflows, and user feedback to identify opportunities for enhancement
- Based on user feedback, identify optimization opportunities or additional use cases that can further maximize the value of the existing solution
- Propose solution enhancements that align with the customer’s intended objectives
- Present and discuss findings, as well as recommended action items to increase value realization
Benefits
- Ensure the implemented solution is fulfilling their intended objectives and uncover potential areas for future improvements
- Proactively manage existing solutions and expand the solution to realize additional operational efficiency through new use-cases
- Discover additional opportunities to maximize investment and ensure sustained value realization over time
Deliverables
- Value Realization Assessment Report summarizing how well the deployed solution aligns with original business objectives, current performance levels, user feedback, and identified gaps or inefficiencies
- Use Case & Optimization Opportunities List documenting enhancement ideas, new potential use cases, workflow improvements, and areas where the solution can deliver additional value
- Stakeholder & User Insights Summary based on interviews and process reviews, capturing real-world feedback on bottlenecks, unmet needs, and areas where the solution underperforms or overperforms
- Review & Recommendations Session where AVEVA experts present findings, discuss value gaps, walk through improvement opportunities, and align on a prioritized action plan for maximizing ROI and future value realization
