Formalus Value Architecture · Phase 3

Turn the priorities into decisions, a specification and a case the board can approve.

Phase 3 Value Blueprint — Requirements, Specification & Redesign

From £25,000 · about six to eight weeks · prices exclude VAT

Binding decisions, made by the people who will run the work, turned into a build-ready specification and an investment case a CFO can defend. Your technology partner receives requirements it can build against, not ambiguity, so nothing has to be rediscovered during the build.

Get Your Free AssessmentSee the Formalus Value Architecture
The question it answers

What exactly needs to change, what does it require, and is the investment justified?

Most advisers stop at recommendations; most integrators start at configuration. Value Blueprint is the bridge between them. Formalus owns the commercial and operating specification; detailed technical architecture and implementation stay with your technology partner.

Every workstream produces the same artefacts: the end-to-end process, decision rules and thresholds, human and AI roles, controls and permissions, data fields and sources, KPIs and acceptance criteria, and the target system each item is ready for.

How it works

One discipline for every workstream.

The same people who mapped the journey in Value Map make the decisions in Value Blueprint. That continuity is where adoption later comes from.

  1. Requirement consolidationWeek 1The Value Map long-list reduced to clean requirements, each traceable to a touchpoint and a value line.
  2. Workstream chartersWeek 1Owner, scope, what we are and are not doing, decision authority and dependencies.
  3. Strawman pre-readPer workstreamFormalus drafts the answer in advance, so people react to a draft rather than a blank page.
  4. Decision sessionPer workstreamCross-functional and facilitated. Decisions are binding, subject to senior review.
  5. Specialist breakoutsAs neededSmaller sessions with the owners of niche processes.
  6. Process and decision designFuture-state processes, decision rights, human and AI roles, review and override points, and governance against the five assessment questions.
  7. Journey-to-system mappingEach requirement mapped to its trigger, data and action, and a high-level direction chosen: optimise, integrate or consolidate.
  8. Investment caseBaseline, incremental value, whole-life cost, sensitivity and payback. Every number labelled modelled until measured; where Value Map found data missing, the case includes the measurement needed.
  9. Senior reviewLeadership sees the requirements before they lock and can correct, refine or replace any decision.
  10. Specification and gateFinal specification, prioritised roadmap and partner brief. Board investment decision; baseline locked.
By sector

Typical workstreams.

Optional workstreams are added only when Value Map shows the value is there. They add scope and fee to Value Blueprint, not a new phase or a new service.

Mobile operators

Next-best-action and suppression rules, with an offer ceiling set against retention cost; separate rule sets for contract, prepay, SIM-only and eSIM; nursery and spinner controls; save and win-back workflows.

Optional: Margin & Revenue Assurance; Fraud & Digital Trust.

Multi-site retailers

Promotion approval rules and the evidence threshold for approval; depth, timing and channel rules by store, web and category; stacking and loyalty interaction rules; post-campaign measurement.

Optional: Returns & Promotion Leakage; Store Productivity.

Membership organisations

Segmentation and the account-contact model; a nursery programme with a health score; a value statement at renewal; communications and Lead-to-Order.

Scope agreed with each organisation.

What you receive

A decided, specified and costed change.

Built for two audiences: a board that has to approve the investment, and a technology partner that has to build it.

  • Workstream specifications
  • Future-state processes and RACI
  • Target operating model and role-by-role change impact
  • Decision rules and controls
  • Data and trigger map
  • High-level solution direction
  • KPI and dashboard specification
  • Investment case
  • Build roadmap
  • Partner brief
Before

A prioritised list of opportunities, with indicative value.

After

A decided, specified and costed operating change that the board can approve and a partner can build, with the baseline locked before anything changes.

Decision gate. Your board or authorised leadership approves the investment, and the baseline is locked. If the case does not hold, the recommendation is not to invest.

Enterprise control is designed in, not added later: who and what can access which data, identity and permission rules, where people review or override AI, and the governance around it. Formalus defines the business requirements and controls; your technology partner owns the detailed technical controls and implementation.

Where it sits

One step in the Formalus Value Architecture.

You commit to one step at a time, never to the whole path. Each step ends with a decision your leadership owns.

  1. Free Value Signal Free AI Opportunity Assessment Is there enough commercial value to investigate? Free Get Your Free Assessment Sponsor agrees a Value Focus day
  2. Phase 1 Value Focus Executive Sizing Day How much is at stake, and is a Value Map worth it? £2,500 · one day, credited See Value Focus Sponsor signs the Value Map charter
  3. Phase 2 Value Map Discovery & Audit Where is value being won and lost? From £15,000 See Value Map Leadership prioritises the workstreams
  4. Phase 3 Value Blueprint Requirements, Specification & Redesign What must change, and is the investment justified? From £25,000 See Value Blueprint Board approval; baseline locked
  5. Phase 4 Value Assurance Support through the build Is the build preserving the value case, and are people working the new way? From £5,000 a month See Value Assurance Alongside: your technology partner builds Go-live; assurance complete
  6. Phase 5 Value Ledger Value Realisation & Optimisation Is the investment delivering attributable value? From £5,000 a month See Value Ledger The next justified Value Map
The Formalus Value Architecture. You commit to one step at a time. The Value Focus fee is credited in full against a Value Map commissioned within 60 days. Value Assurance runs during the build; Value Ledger starts only after go-live, so the two are never charged together. Prices exclude VAT; every engagement is scoped and agreed with you.

What would the investment need to return?

Start with a Free AI Opportunity Assessment, the first step towards a case your board can approve.

A free 60-minute executive discussion, followed by a concise written assessment.

Get Your Free Assessment
Get Your Free Assessment