Digital Transformation Assessments
Digital Transformation Assessments
Amanda E. Klein
Principal
John Runte
Principal
Phil Schmoyer
CFE, CISA, AES, CSM
Principal
Unlock value through a comprehensive digital transformation assessment
Successful digital transformation begins with a fundamental understanding of the state of your business, competition, technologies, opportunities and overall business goals — along with potential barriers to achieving them. We collaborate with your team to assess your business strategy, processes and technology across all dimensions in order to help you chart your path to success.
Our team can help you understand your current environment by identifying gaps between current organizational capabilities and future state goals, evaluating risks and determining strategic priorities. The benefits of our approach extend beyond the assessment phase by:
- Anchoring to your strategy and vision
- Aligning cross-functional stakeholders
- Envisioning future opportunities for improvement
- Defining expected benefits to measure value driven through your technology and processes
Our approach considers the unique characteristics and goals of your business to understand the complexities driving your current challenges. We leverage our Digital Maturity Model to evaluate your organization’s current state, define your vision for the future and outline the steps to achieve successful transformation.
Once your transformation goals are defined, it’s important to evaluate your existing technology landscape and identify future needs. Our technology assessment uses a process-driven approach to tailor the appropriate digital solutions to meet your organization’s functional and technical needs and goals.
Define your data model, utilize prescriptive analytics and leverage advanced technologies to become a data-driven organization. We look at your data maturity components, such as your visibility into business metrics, accessibility of real-time reporting, defined data ownership and governance processes to help you develop a strong data program that drives your competitive advantage.
Take a proactive approach to change by assessing your organizational environment to enable a responsive, adaptable and dynamic change program that addresses the specific needs and challenges identified. Understanding your current environment can help you identify and mitigate risks early in the change process so you can feel confident in the success of your transformation.
Evaluate the current effectiveness of your organization’s structure to provide actionable insights that drive strategic decision making and strengthen overall performance. We help you lay the groundwork for tailored solutions that streamline processes, enhance productivity and drive sustainable growth.
Our approach uncovers pain points in a current-state process and recommends opportunities for improvement to deliver better experiences and results for your employees and customers. With a focus on providing immediate value where attainable, we develop a sequenced road map that lays the groundwork for larger future endeavors.
Evaluate your organization’s current state in each of our five dimensions to identify risks and gaps that need to be addressed prior to launching any AI initiatives. This assessment considers not only the technological aspects, but also your strategic alignment and workforce readiness, ensuring a holistic, safe and responsible approach to AI adoption.
Assessment methodology
Our assessments take a process-driven approach to align the appropriate custom digital solutions to fit your specific needs. Understanding your critical and unique needs allows us to create a tailored approach to enable your digital road map. The benefit of our approach extends beyond the assessment phase by:
Phase 1
Initiate project
- Facilitate goals and objectives workshop with project team members
- Finalize work plan, resources and schedule
- Provide initial documentation request and gather available current and future state documentation
- Work with project steering committee to prioritize assessment areas
- Conduct kickoff meeting to align stakeholders and project participants on expectations and outcomes of the project
Phase 2
Understand current landscape
- Collect and analyze existing documentation, including digital survey for key members of the organization
- Conduct current state technology workshops to understand systems / applications and infrastructure landscape
- Capture current state organization strengths, weaknesses, opportunities and challenges
- Deliver initial observations and debrief with executive leaders
Phase 3
Assess and prioritize
- Facilitate workshops with business function leads to define high-level future state vision, capabilities and system requirements
- Develop future state system landscape, including major data sources
- Facilitate workshop to finalize prioritization criteria with key stakeholders
- Collaboratively conduct initial ‘scoring’ of capabilities to align prioritization to initiatives
Phase 4
Develop and initiate road map
- Identify and define resource needs for prioritized initiatives/projects
- Build high level implementation road map based on priority initiatives and strategy
- Review road map with core team and key stakeholders
- Define implementation alternatives and associated risks and discuss project team roles and responsibilities
- Deliver findings and final report to executive leaders
- Initiate project delivery
How digitally mature is your organization?
Understanding your organization's level of digital competency is crucial for undertaking successful digital transformation initiatives. Take our survey to help you understand and improve your digital strategy, culture and organization, technology, data and processes.
Featured insights
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Baker Tilly Digital is here to help
Baker Tilly Digital’s digital strategy expertise can help you understand how a cultivated and tactical digital plan enables your goals and better prepares you for digital transformation. Our team is here to guide your organization with a structured approach to enable organizational change, streamline operations and drive greater return from achieving your transformation goals.