Five Secrets to Optimize Your People, Technology, and Budget

You can do anything, but you can’t do everything.


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Your Challenge

  • IT is frequently under pressure from the business to deliver projects and services within tight deadlines. When IT cannot deliver on the people or technology side due to resource constraints, IT is often perceived as a bottleneck or inhibitor to success.
  • Without documented data on the use of people and technology resources, CIOs do not have the evidence they need to demonstrate the strain on IT and the need for increased staff or budget to cover demand.
  • Software available on the market is expensive and building from scratch is cumbersome. CIOs need reliable processes and tools to be successful. 

Our Advice

Critical Insight

  • Turn “I think” into “I know.” Take the emotion out of decision making by using data to prove the need for budget and staffing changes.
  • Right-size your resource strategy. You don’t need to know or do everything to get results – know your limits and plan within them.
  • Take an agile approach to optimization. If you don’t succeed the first time, try again. 

Impact and Result

  • Create a resource strategy that not only demonstrates the work that IT does, but also maximizes IT’s capacity by optimizing the pipeline to get as many IT projects complete as possible.
  • Build clear reports on IT utilization and productivity and leverage these in critical business and finance conversations. 

Five Secrets to Optimize Your People, Technology, and Budget


Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should optimize IT resources, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Structure the project

Identify the organization’s fit for resource strategy optimization and define clear goals and metrics for success.


Optimize and leverage the strategy

Optimize the resource strategy and identify opportunities to leverage it in key conversations with stakeholders.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Make the Case for Optimizing Your Resource Strategy

The Purpose

  • Identify key pain points faced by IT.
  • Identify IT resourcing goals and metrics.
  • Identify strategy opportunities.

Key Benefits Achieved

  • Communicate the challenges and opportunities of completing this project.
  • Gain a high-level view of resource maturity in your organization.



Identify resourcing pain points


Identify key goals and metrics

  • Clear goals and metrics


Identify your desired maturity level


Develop the project purpose statement

  • Project communication message

Module 2: Develop a Resource Management Strategy

The Purpose

  • Identify people and technology capacity and demand for the organization.

Key Benefits Achieved

  • Completed data collection on the organizational needs and capacity for people and technology.



Interview stakeholders


Review survey results


Conduct requirements gathering exercises


Aggregate results

  • First draft of the resource strategy

Module 3: Optimize and Leverage the Strategy

The Purpose

  • Review the first draft of the IT resource strategy, and identify opportunities where you can optimize and leverage the reports.

Key Benefits Achieved

  • Understand optimization techniques.
  • Optimize the resource strategy.
  • Identify opportunities to leverage the strategy.



Review the utilization graphs


Identify optimization opportunities

  • Opportunity overview


Conduct sensitivity testing


Determine report use cases

  • Optimized resource strategy