The first step of Echelon is to create a mission, vision and strategy. Through this process the board and executive stakeholders can find alignment in what initiatives are most important to the organization and categorize them in groups - called strategic themes.
Once all the initiatives are categorized, they can be assigned to existing and new team members. These team members are associated with each other to create an organizational hierarchy. By visualizing the hierarchy, the product team can identify both gaps and misbalance between different teams and functions.
Using the organizational chart and the priority and value of initiatives, Echelon automatically calculates ROI for initiatives. By analyzing these ROI charts, the product team can determine which initiatives need more support and which ones need less support and using this analytics-based approach can secure the necessary funding from the stakeholder in finance.