Who is the OMS Implementation Risk Scan for?

It is for leadership teams that already see real implementation risk but are not yet ready to commission the full OMS Readiness Diagnostic. It works best when the issue is meaningful, but still bounded enough for a compact executive triage.

What do we receive from the Risk Scan?

PBW delivers a focused intake, a RAG-style implementation risk scorecard, a short executive memo, and a 45-minute review call to determine whether the right next step is self-remediation, a broader diagnostic, or a larger advisory engagement.

Is the Risk Scan fee credited toward later work?

Yes. The $1,500 fee is credited toward the OMS Readiness Diagnostic if the firm engages within the stated follow-on window.

Should we start with the Risk Scan or the full diagnostic?

Start with the scan when leadership needs fast triage. Start with the diagnostic when the scope is already broad enough that workflow, data, compliance, integration, and UAT questions all need structured review at once.

OMS Implementation Risk Scan

A compact executive readout before a risk becomes a program.

A $1,500 fixed-scope scan for firms that have enough signal to worry, but not enough clarity to justify a full diagnostic yet.

Request the Risk Scan Run the Free Signal First

Price $1,500

Fixed fee. Credited toward the OMS Readiness Diagnostic if engaged within 30 days.

Timeline 3-5 business days

Structured intake, scoring, executive readout, and a 45-minute review call.

Buyer COO / CTO / CCO

Designed for leadership teams deciding whether a deeper diagnostic is warranted.

When to use it

Use the scan when the issue is material, but still early.

The Risk Scan is not a replacement for implementation diligence. It is a disciplined triage layer between a free readiness score and a full $7.5K-$9.5K OMS Readiness Diagnostic.

It is most useful when leadership needs a fast answer to one question: is this manageable internally, or are we carrying unpriced implementation risk?

You have a vendor shortlist but no defensible risk view.

Your readiness score is amber and several workstreams look thin.

A vendor SOW is coming, but scope assumptions feel incomplete.

Compliance, data, or integration owners disagree on readiness.

Deliverables

A small engagement with boardroom-shaped output.

30-question intake

Focused review across operating model, data readiness, compliance, integration, testing, and post-go-live support.

RAG scorecard

Five implementation risk domains with clear red, amber, and green classification.

Executive readout

Three-page memo summarizing the highest-risk gaps, likely impact, and the recommended next move.

45-minute review call

A direct walkthrough with Philip to decide whether to self-remediate, commission a diagnostic, or scope an advisory sprint.

Choose the right starting point

Use the scan for triage. Skip it when the program is already entangled.

Start with the scan

You need a fast decision on whether the issue is material.

The $1.5K scan is the right entry point when the concern is narrow enough for leadership to ask one question: is this manageable internally, or is deeper diligence now justified?

Early vendor or scope concern
Conflicting stakeholder views on readiness
Need for a short executive memo before spending more

Go straight to the diagnostic

Workflow, data, compliance, integration, and UAT are already colliding.

Move directly into the OMS Readiness Diagnostic when the firm already knows the question is broad, cross-functional, and tied to implementation sequencing rather than simple triage.

Multiple workstreams appear under-scoped
A vendor SOW is imminent and assumptions look thin
The next decision needs a remediation roadmap, not just a signal

Next step

If the scan exposes structural risk, move into the diagnostic.

The OMS Readiness Diagnostic expands the scan into workflow review, data readiness assessment, integration inventory, compliance-rule readiness, UAT and cutover risk review, and a sequenced implementation roadmap.

View the $7.5K-$9.5K Diagnostic Request the $1.5K Scan

FAQ

A few questions leadership teams usually ask before they commission the scan.

Who should start with the Risk Scan?

Use it when the implementation signal is real, but the scope is still narrow enough that leadership wants disciplined triage before moving into a larger diagnostic or sprint.

What comes back in 3-5 business days?

You receive a focused intake, a RAG-style scorecard, a short executive readout, and a 45-minute review call that clarifies whether the risk should be handled internally or escalated into a larger engagement.

Does the fee apply to later work?

Yes. The scan is designed as a serious first step, not dead-end spend. If the issue warrants broader work, the fee credits into the OMS Readiness Diagnostic within the stated window.

When should we skip the scan and go straight to the diagnostic?

Go straight to the diagnostic when workflow, data, compliance, integration, UAT, and cutover questions are already entangled enough that the firm needs a fuller 10-business-day review rather than quick triage.