Product Situational Awareness
IT that knows the situation of the business.
Situational Awareness is my advisory product: first the whole situation of the company is captured, from goals through processes and finances to stakeholders; only then does IT emerge. It starts from one of three situations: goals of investors and stakeholders, a handover, or the groundwork that makes synergies possible in the first place.
01 Starting situations
Three starting situations. One method.
The four steps are the same in every engagement. The starting situation determines the product and the entry tool.
-
AGoals of investors and stakeholders
The goals are set. Can IT carry them?
- Growth, company value, exit and financing in the situation picture.
- IT that carries the growth plan and due diligence.
-
BHandover
The company changes hands. What goes with it?
- Make visible what really changes hands.
- Knowledge out of heads and into the system, before signing.
-
CGroundwork for synergies
The synergies are there. Is the foundation missing?
- First infrastructure and processes, then structured data.
- A curated data location on which synergies and AI build.
Starting situations can be combined: an investor-backed company preparing its sale is in A and B.
02 Engagement
How an engagement works.
The same for all three starting situations. Each step ends with a result that you keep.
- Start
First conversation
30 minutes, without a presentation
- 01
Capture the situation
Situation picture, SWOT, process map
Entry by starting situation
- AIT due diligence
- BNextEra Copilot
- CStages of AI implementation
- 02
Understand the situation
Process flows, matrices, decision log
- 03
Think the situation ahead
Target picture and roadmap
- 04
Lead and hand over
Running IT, audit-proof documentation, handover
Scope and time frame are set in writing after the first conversation. Billed as a day rate or a monthly engagement.
03 Term
What does Situational Awareness mean in IT?
Situational Awareness means awareness of the situation: knowing what is happening around you, what it means and how it will develop.
- Perceiverecognise the elements of a situation
- Understandgrasp what they mean together
- Think aheadderive how the situation will develop
04 Situation
What belongs to the situation of a company?
IT is not part of the situation; it is measured against it.
- L1Company goals
- L2Leadership vision
- L3Core processes
- L4Financial position
- L5Stakeholders and investors
- L6Obligations and risks
05 Guiding principle
IT must fit the business, not the business the IT.
When a company adapts its processes to a system, it pays for it every day: with detours, shadow lists and dependency on individual people.
06 Tools
With tools that management and investors know.
Not with IT jargon. Every result is documented in a conformant and auditable manner.
- SWOT analysis
- Process map
- Process flows
- Matrices
- Decision log
- Auditable documentation
07 Across all three
What applies in every starting situation?
Obligations from standards and laws are not a fourth starting situation, but the guardrail for all three.
- Regulation and Regulatory Checkguardrail for A, B and C
- Corporate groups and joint venturesprogramme leadership, supporting
- Industriesenergy, manufacturing, medtech, aviation
Sparring: an independent second opinion before a decision, usually in a few sessions.
08 Distinction
What Situational Awareness is not.
- Not a tool.
- Not a certificate.
- Not a permanent engagement.
09 Practice
Where the method comes from.
Situational Awareness emerged from engagements in which IT had to deliver under time pressure and regulation.
In detail Terms and sources
- Situational Awareness (awareness of the situation)
- Perceiving, understanding and thinking ahead of a situation (Endsley 1995). Here: the name of the advisory product.
- Starting situation
- The occasion for an engagement: goals of investors and stakeholders (A), a handover (B) or groundwork for synergies (C). It determines the product and the entry tool; the four steps stay the same.
- Situation picture
- One-page presentation of the six dimensions of a company (goals, leadership vision, core processes, financial position, stakeholders and investors, obligations and risks) and of today’s IT.
- Fit analysis
- Comparison of where IT meets the goals of the company and its stakeholders and where friction arises.
- Decision log
- Running register of all architecture decisions with rationale, also known as Architecture Decision Record (ADR).
- Fractional CTO
- Technical leadership part-time or for a defined period, typically for start-ups and scale-ups without a permanent CTO.
- Auditable documentation
- Documentation kept according to a standard such as ISO 27001 or ISO 9001: versioned, approved, with evidence and verifiable by auditors.
- Playbooks (documented procedures, SOPs)
- Documented IT and operating procedures: runbooks, SOPs, handover documentation and emergency procedures, so that an internal team can run operations without an advisor.
- Grow. Scale. Let go.
- Build up, scale, hand over: the guiding motif for step 04.
- Endsley, M. R. (1995). Toward a Theory of Situation Awareness in Dynamic Systems. Human Factors, 37(1), 32–64. (independent research)
- Reference cases Discover Airlines and FraAlliance, approved by the customers for IT am Main, as of June 2026. (own source)
All terms, tools and results in full: Full text as Markdown.
10 Formats
Watch, listen, take away.
The full version of this page: Full text as Markdown
FAQ Answers
Questions about Situational Awareness.
What is the advisory product Situational Awareness?
Situational Awareness is the advisory product of Ivo Schönberner. It aligns a company’s IT with the entire situation, that is with company goals, leadership vision, core processes, financial situation and the interests of investors and stakeholders: in four steps from capturing the situation through the fit analysis and the target picture to implementation and handover to an internal team.
What belongs in a situation picture according to Situational Awareness?
Six dimensions: the company’s goals, the leadership vision, the core processes, the financial position, the interests of investors and other stakeholders, and obligations and risks. IT is deliberately not part of the situation; it is measured against it.
Why does the financial position belong in IT consulting?
Because IT ties up money and can save money. Liquidity, budget, cost structure and financing stage decide which architecture is viable. A technically ideal solution that overstretches the company financially does not meet the goals of management.
How does Situational Awareness take investors and stakeholders into account?
Their expectations are explicitly captured in the situation picture, for example growth targets, exit readiness, due diligence readiness or requirements of shareholders. IT is designed to support these goals measurably, and conflicts of objectives between stakeholders are openly put forward for decision.
Which tools does Situational Awareness work with?
With proven management tools instead of IT jargon: SWOT analysis of the company, process map, process flows of the core processes (for example in BPMN), stakeholder, RACI and prioritisation matrices, and a decision log. The target picture and roadmap of IT are derived from these.
How does the documentation become audit-proof?
All results are kept in a conformant manner, for example according to the requirements of ISO 27001 and ISO 9001: versioned, with approvals, owners and evidence, in an auditable system instead of scattered files. This way an auditor can trace every decision, even after the handover.
Which starting situations is Situational Awareness intended for?
For three: first, a company driven by the goals of its investors and stakeholders, such as growth, company value or exit. Second, an existing company facing a handover, to buyers, successors or the next generation. Third, a company that first has to lay the groundwork in order to realise synergies, including with AI. The method is the same in all three; the emphasis shifts.
Which offer belongs to which starting situation?
For goals of investors and stakeholders: IT due diligence and situation picture for holdings, decision papers and financing logic (CAPEX or OPEX) for executive management, and technical leadership for a defined period as a fractional CTO. For a handover: NextEra Copilot, a digitalisation audit that places every core process on a level from 1 to 5 and delivers a departure plan. For the groundwork for synergies: AI implementation in five stages, from foundation and infrastructure through processes and structured data to a curated data location.
What does a handover have to do with Situational Awareness?
A handover is the fourth step of the method, “Lead and hand over”, applied to the whole company. Anyone who sells, hands over or buys needs a situation picture of what really changes hands: which core processes are documented, which knowledge depends on individual people and which risks the financial due diligence does not show.
Where does the term Situational Awareness come from?
From aviation and human factors research. In 1995 Mica R. Endsley defined Situational Awareness as the perception of the elements of a situation, the comprehension of their meaning and the projection of their future status. Pilots and air traffic controllers train exactly these three levels.
How can you tell that the business is being forced into the IT?
Typical signs: employees keep shadow lists alongside the system, processes are rebuilt because a tool requires it, decisions depend on individual people, and nobody can explain on one page which IT supports which business goal.
What do you receive at the end of an engagement?
A situation picture on one page, a fit analysis with a decision log, a target picture with a roadmap and, if desired, the implemented IT with a documented handover to the internal team, including playbooks (documented procedures, SOPs) for operations and emergencies.
How long does a situation picture take?
That depends on size, locations and regulation. Scope and timeframe are set in the initial conversation and are then fixed in writing.
Is Situational Awareness a framework or a certification?
No. It is a way of working with fixed results. Existing standards such as ISO 27001 or ITIL are used where they serve the business, but are not introduced for their own sake.
Which company sizes is Situational Awareness suitable for?
From the start-up with ten people to the company with around 1’000 employees, plus programmes in corporate groups and joint ventures. What matters is not size, but that IT and business are drifting apart.
Who carries responsibility during the engagement?
Responsibility for decisions stays with the company. Ivo Schönberner prepares decisions, documents them in the decision log and implements what has been decided.
Does Ivo Schönberner work vendor-independently?
Yes. Technology follows the business. Microsoft 365, Mac and Windows, cloud or locally operated AI are chosen by fit, not by partner status.
What does Situational Awareness cost?
There is no off-the-shelf package. Billing is by day rate or as a monthly engagement, depending on engagement model and scope. You clarify the framework in the first conversation.
What is your situation?
Thirty minutes, no presentation.
