Our Methodology
Proven framework for successful engagements
The eSolia Way
Our methodology is the foundation of every successful engagement. Refined over 25 years of consulting in Japan, it provides a structured yet flexible framework that ensures consistent quality while adapting to each client’s unique context.
This proven approach applies across all our services—whether implementing a new telephone system, managing an office move, optimizing business processes, or providing strategic IT consulting.
Core Methodology Framework
Five Phases to Success
Our methodology consists of five interconnected phases, each with clear objectives and deliverables:
1. AGREE - Setting the Foundation
Objective: Establish mutual understanding and clear expectations
Activities:
- Define project scope and objectives
- Identify stakeholders and their roles
- Establish success criteria
- Document constraints and assumptions
- Create engagement agreement
Deliverables:
- Statement of Work (SOW)
- Project charter
- Communication plan
- RACI matrix
Key Questions:
- What are we trying to achieve?
- How will we measure success?
- What are the boundaries?
- Who needs to be involved?
2. DISCOVER - Understanding the Landscape
Objective: Gain comprehensive understanding of current state and requirements
Activities:
- Current state assessment
- Stakeholder interviews
- Process mapping
- Gap analysis
- Risk identification
- Requirement gathering
Deliverables:
- Discovery report
- Requirements documentation
- Risk register
- Current state documentation
Key Questions:
- What exists today?
- What are the pain points?
- What are the opportunities?
- What are the risks?
3. PLAN - Designing the Solution
Objective: Create detailed roadmap for achieving objectives
Activities:
- Solution design
- Architecture planning
- Resource planning
- Timeline development
- Budget estimation
- Risk mitigation planning
Deliverables:
- Solution design document
- Project plan
- Resource plan
- Risk mitigation strategies
Key Questions:
- What’s the best approach?
- What resources do we need?
- What’s the timeline?
- How do we mitigate risks?
4. IMPLEMENT - Executing with Excellence
Objective: Deploy solution with minimal disruption
Activities:
- Phased deployment
- Change management
- Testing and validation
- Training delivery
- Issue resolution
- Progress monitoring
Deliverables:
- Deployed solution
- Test results
- Training materials
- Issue log and resolutions
Key Questions:
- Are we on track?
- Are stakeholders engaged?
- Are issues being addressed?
- Is quality maintained?
5. SUPPORT - Ensuring Sustainability
Objective: Ensure long-term success and continuous improvement
Activities:
- Knowledge transfer
- Documentation finalization
- Performance monitoring
- Optimization
- Lessons learned
- Transition planning
Deliverables:
- Operations documentation
- Performance reports
- Lessons learned document
- Improvement recommendations
Key Questions:
- Is the solution sustainable?
- Can the team maintain it?
- What can be improved?
- What’s next?
Methodology in Practice
Adaptation by Service Type
While the core framework remains consistent, we adapt our approach based on service requirements:
For Technology Implementations
- Extended technical discovery phase
- Proof of concept development
- Phased rollout with pilot groups
- Comprehensive testing protocols
- Technical documentation focus
For Process Improvements
- Detailed current state analysis
- Stakeholder workshop emphasis
- Change impact assessment
- Training and adoption focus
- Metrics-driven validation
For Strategic Consulting
- Executive stakeholder engagement
- Market and competitive analysis
- Strategic option development
- Business case creation
- Governance structure design
For Managed Services
- Service level definition
- Operational procedure development
- Monitoring and alerting setup
- Continuous improvement cycles
- Regular service reviews
Key Principles
Client Partnership
We view every engagement as a partnership:
- Collaboration - Working together, not in isolation
- Transparency - Open communication about progress and challenges
- Flexibility - Adapting to changing needs
- Empowerment - Building client capabilities
Quality Assurance
Quality is embedded throughout our methodology:
- Standards - Consistent use of best practices
- Reviews - Regular quality checkpoints
- Testing - Systematic validation
- Improvement - Learning from each engagement
Risk Management
Proactive risk management at every phase:
- Identification - Early detection of potential issues
- Assessment - Impact and probability analysis
- Mitigation - Preventive and contingent actions
- Monitoring - Continuous risk tracking
Knowledge Transfer
Ensuring client self-sufficiency:
- Documentation - Comprehensive and accessible
- Training - Hands-on skill development
- Mentoring - Ongoing support and guidance
- Tools - Providing frameworks and templates
Communication Framework
Stakeholder Engagement
Structured communication throughout the engagement:
Executive Level
- Monthly steering committee meetings
- Executive dashboards
- Strategic decision points
- Risk escalations
Management Level
- Weekly status meetings
- Detailed progress reports
- Issue resolution sessions
- Change control reviews
Operational Level
- Daily stand-ups (when appropriate)
- Technical workshops
- Training sessions
- Knowledge transfer activities
Reporting Standards
Consistent, clear reporting:
- Status Reports - Weekly progress updates
- Dashboards - Real-time project metrics
- Risk Reports - Issue and risk tracking
- Financial Reports - Budget and resource utilization
Tools and Techniques
Project Management Tools
- PROdb - Our proprietary project database
- Gantt charts and work breakdown structures
- Risk and issue registers
- Decision logs and action trackers
Collaboration Methods
- Bilingual documentation
- Cultural bridging techniques
- Consensus-building approaches
- Virtual and in-person workshops
Quality Controls
- Peer reviews
- Testing protocols
- Acceptance criteria
- Performance metrics
Success Factors
Why Our Methodology Works
Structure with Flexibility
The framework provides consistency while allowing adaptation to unique situations.
Focus on Outcomes
Every phase is oriented toward achieving business results, not just completing tasks.
Cultural Sensitivity
Developed specifically for the Japanese business environment while incorporating global best practices.
Continuous Improvement
Regular refinement based on lessons learned and industry evolution.
Proven Track Record
Successfully applied across hundreds of engagements since 1999.
Application Examples
Example: Office Move Project
- Agree: Define move requirements, timeline, and budget
- Discover: Survey current and new locations, inventory assets
- Plan: Create move schedule, vendor selection, communication plan
- Implement: Execute move, coordinate vendors, manage issues
- Support: Post-move support, snagging list resolution, documentation
Example: Security Assessment
- Agree: Define assessment scope and compliance requirements
- Discover: Review current controls, identify vulnerabilities
- Plan: Develop remediation roadmap and priorities
- Implement: Deploy security improvements, update policies
- Support: Ongoing monitoring, incident response, training
Getting Started
Our methodology ensures your project’s success from day one. The structured approach provides:
- Clear expectations and deliverables
- Predictable timelines and costs
- Reduced risks and issues
- Sustainable results
Contact us to learn how our proven methodology can be applied to your specific challenges and objectives.
Related Pages
Consulting Overview
Professional IT and business consulting services
Project & Program Management
Structured planning and execution of complex IT initiatives
Process Management
Business process optimization and best practices
Methodology
Our proven five-phase approach for successful project delivery