A road filled with blurred lights - digital transformation assessments

Digital Transformation Assessments

In order to achieve your digital transformation goals, it is important to evaluate your organization’s current state and identify future needs to determine the best path forward.

Digital Transformation Assessments

  1. John Runte

    John Runte


  2. Philip Schmoyer

    Phil Schmoyer



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

Understand the organizational impacts of your digital transformation journey to your people, processes and technologies by undergoing one or more of our three types of digital assessments:

Successful businesses operate with a deep understanding of your present and a clear vision for your future. Our strategic assessment 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. By developing a custom approach with a holistic view, we help you see the possibilities.

Once your transformation goals are defined, it is important to evaluate your existing technology landscape and identify future needs. It’s important to consider all possible approaches to determine what makes the most sense for your organization and your goals, including extensions of your current technology environment, acquisitions of commercial-off-the-shelf (COTS) applications or cloud technology infrastructure, custom built applications or a combination of these. Our technology assessment uses a process-driven approach to align the appropriate digital solutions to fit your organization. Understanding your critical and unique needs allows us to create a tailored approach to enable your digital journey. Baker Tilly brings an independent and agnostic approach to the technology assessment process, ensuring that any solutions we recommend are tailored to meet your organization’s functional and technical needs.

Establish a comprehensive foundation for your digital transformation. An operating model assessment not only evaluates the current effectiveness of your organization’s structure, but also provides actionable insights to drive strategic decision making and enhance overall performance. We can help you lay the groundwork for tailored solutions to streamline processes, enhance productivity and drive sustainable growth.

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