2: Define the Right Solution Before You Act
A focused advisory engagement that applies the Language of Business Impact (LoBI) to turn clarity into a confident, ROI-backed plan for action.
After the QUILT Assessment, you know where opportunities exist and which ones matter most.
The next step is to ensure every potential solution aligns with measurable business impact before you invest a dollar in building or buying anything.
The Solution Refinement Engagement (SRE) helps leaders move from clarity to confident action.
It’s a structured, advisor-led process that uses the first four steps of our Language of Business Impact (LoBI) framework to transform a high-priority opportunity into a quantified, defensible plan.
We don’t write requirements documents. We build business cases that drive confident investment.
Why It Matters
Many organizations jump from “we found a problem” to “let’s start building.” Every rushed decision compounds waste. That’s how projects run over budget, miss their goals, and erode confidence.
The SRE replaces assumption with structured analysis. Build discipline to evaluate options, quantify value, and act with financial confidence.
When you apply LoBI before you act, you eliminate waste and ensure every technology investment advances your business, not just your backlog.
This is a disciplined framework, not a brainstorming session.
What We Do in an SRE
Solution Refinement Engagement follows the first four steps of the Language of Business Impact (LoBI) framework:
- Define the Why
Establish the business context behind the opportunity and align stakeholders on the purpose and expected outcomes.
- Identify Root Causes
Look beneath the symptoms to uncover what’s truly driving inefficiency or missed opportunity.
- Quantify the Impact
Measure the financial upside or risk reduction tied to addressing the root cause.
- Evaluate Options
Collaborate to brainstorm, explore, and analyze possible solutions. Together, we assess trade-offs, feasibility, and returns to identify the smartest path forward. Our expert recommendation is always included, but this isn’t about telling you what to do. We guide you through a process that builds confidence, alignment, and accountability.
What You’ll Gain
- A quantified business case for one high-value opportunity
- A defensible budget range tied directly to measurable ROI
Our partners use the SRE deliverable to justify or redirect six- and seven-figure initiatives with financial confidence.
- A clear recommendation and action plan that leadership can fund with confidence
- Alignment among decision-makers on priorities, timing, and next steps
- Confidence that your next investment is justified and strategic
Who It’s For
- Leaders who want a clear, defensible plan before funding implementation
- Teams that need alignment across departments and stakeholders
- Organizations seeking to validate whether an initiative is worth doing or better left unpursued
- Companies ready to turn clarity into measurable, strategic action
Investment
$10,000 fixed fee
Delivered within three to four weeks of kickoff. Whether you’re weighing a $50K upgrade or a $500K overhaul, the smartest investment is making sure you’re solving the right problem first.
FAQs
How is the SRE different from the QUILT Assessment?
The QUILT Assessment identifies where your systems and processes need attention. The SRE takes one of those opportunities and builds a business case around it. It defines the problem, quantifies the value of solving it, and helps you determine the best path forward.
Do you recommend specific technologies or platforms?
We evaluate solution options through the lens of business impact, not vendor preference. When technology is part of the answer, we provide guidance and validation, but the decision remains yours.
How long does an SRE take?
Structured and efficient, the process minimizes disruption while producing clarity you can act on. Most engagements are completed within three to four weeks, depending on stakeholder availability and data access.
What if we decide not to move forward with a solution?
That’s a valid outcome. In many cases, the SRE reveals that the expected ROI doesn’t justify the investment. Knowing that before you act protects profit, preserves focus, and builds confidence in your future decisions.
What happens after the SRE?
When you’re ready to move forward, we provide ongoing strategic leadership through the Impact Advisory Retainer (IAR). It ensures the clarity you’ve built through the SRE continues through implementation and beyond.
Turn clarity into confident, profitable action.
Learn more about the Solution Refinement Engagement and see how LoBI transforms insight into measurable impact.