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Strategic Assessments & Road Maps

Successful digital transformation requires a deep understanding of your present and a clear vision for your future. Our strategic assessment and road map services help you define a tailored path to get ahead in an ever-changing digital world.

Strategic Assessments & Road Maps

  1. Case Study
    Abstract detail of a modern office building

    Insurance company undergoes strategic assessment to prioritize IT strategy

  2. Article
    Team attends strategic assessment meeting

    Start achieving your digital strategy: Develop a road map to enable success

  3. Article
    Electrical transmission lines from the local power utility

    Digital transformation’s role in the energy transition

  4. Case Study
    Concept: business strategy, leadership

    Transforming information technology strategy and services to support community college student needs

  5. Case Study
    Woman votes on a referendum on election day

    State government implements cybersecurity program to prevent ransomware attacks at election offices

  6. Case Study
    Couple on a sailboat

    Insurance company undergoes BI strategy assessment to grow leads

  7. Case Study
    Biotechnology

    Biotechnology company undergoes strategic assessment to gain insight into its pain points

  8. Case Study
    Business professionals walking

    Staffing company uses operational road map to support significant growth

  9. Case Study
    Power lines at sunset

    Baker Tilly Digital creates five phase strategic road map for energy and utilities client

  10. Case Study
    government building washington

    Not-for-profit organization initiates its business transformation

  11. Case Study
    Health plan achieving interoperability compliance

    Holistic program assessment identifies strategic recommendations for health insurer

  12. Case Study
    Business professionals shaking hands in a conference room

    Boland engages Baker Tilly Digital to create a strategic digital road map

  13. Case Study
    Forest and mountain range

    Zebco Brands develops three-year road map with Baker Tilly Digital to achieve target growth

  14. Case Study
    Ergonomic desk accessories with computer

    Establishing a foundation for organizational success

  15. Case Study
    Blue buildings in a city

    Baker Tilly helps village develop its IT department’s strategic vision

  1. Amanda E. Klein

    Amanda E. Klein

    Principal

  2. Todd D. Wilkerson

    Todd D. Wilkerson

    Director

  3. Philip Schmoyer

    Phil Schmoyer

    CFE, CISA, AES, CSM

    Principal

Define your digital transformation journey

Organizations regularly need to revisit their strategies to transform their operations and stay on top of a progressively competitive digital landscape. Identifying the path forward can be a daunting task, especially with the overwhelming number of options available today.

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. Our structured, tested and multiphased approach empowers your organization to build digital competency and capabilities across the organization.

A digital strategy ready for tomorrow’s challenges

Successful digital transformation unlocks innovation and new business results for your organization. Chart your course for success and take advantage of an assessment and road map tailored to your organization:

  • Discover internal opportunities
  • Define your vision for the future
  • Enable growth and innovation
  • Engage your employees
  • Right-size your road map to your vision and needs

A custom path forward tailored to your goals and needs

Digital transformation is not "one-size fits all." We follow a multiphased approach to customize a road map that is right for you; based on your organization's needs and challenges, as well as your vision for the future.

Strategic assessments approach graphic

Our approach

  • Initiate
  • Current state
  • Future state
  • Road map

Phase 1

Initiate project

Lay the foundation for a seamless project and a strong, collaborative relationship by co-developing a work plan. We work to understand strategic plans and stakeholder needs that provide context for prioritization.

Phase 2

Understand current state

Understand the current state of the organization for prioritization of future state capabilities. We work with you to understand existing opportunities, issues and challenges.

Phase 3

Future state vision

Define your desired future capabilities and understand what is required (and what isn’t) to support the organization. We work with you to define the people, process and technology needed to achieve your vision.

Phase 4

Implementation road map

Develop an implementation road map considering key capabilities and leveraging prior learnings. We facilitate planning sessions to develop scoping, phasing options and resource considerations for the key initiatives of the implementation road map.

Featured case studies

  1. Woman votes on a referendum on election day

    State government implements cybersecurity program to prevent ransomware attacks at election offices

    A state government division engaged Baker Tilly Digital to develop a cybersecurity program road map to help manage the deployment of threat detection and prevention tools. Read this case study to learn how the early detection system now provides major benefits against ransomware attacks.
  2. Couple on a sailboat

    Insurance company undergoes BI strategy assessment to grow leads

    Insurance company undergoes BI strategy assessment to leverage their own data to grow additional leads within their business. Read this case study to learn more.
  3. Biotechnology

    Biotechnology company undergoes strategic assessment to gain insight into its pain points

    Read this case study to learn how a biotechnology company benefited from a strategic assessment and improved internal processes and maximized ROI of their pricing and event structures.
  4. Business professionals walking

    Staffing company uses operational road map to support significant growth

    Staffing company engages Baker Tilly Digital to construct a three-year road map to provide a scalable foundation to support their business as it continues to grow.
  5. Power lines at sunset

    Baker Tilly Digital creates five phase strategic road map for energy and utilities client

    Baker Tilly Digital helped a multistate regional utility company prepare for the change of introducing new customer digital channels by creating a five phase strategic road map.
  6. government building washington

    Not-for-profit organization initiates its business transformation

    A not-for-profit organization was operating with a siloed approach to forecasting including the financial pipeline and personnel resourcing. Read this case study to learn how Baker Tilly assessed the existing landscape for opportunity pipeline management and collaborated with a broad client team to initiate their transformation process.
  7. Health plan achieving interoperability compliance

    Holistic program assessment identifies strategic recommendations for health insurer

    Learn how a transparent, honest, third-party assessment of current project management office (PMO) operations helped NeuGen obtain a clear, future state PMO roadmap along with a sequenced action plan and success measures to help NeuGen achieve their business goals.
  8. Strategic planning meeting members brainstorm with a clear whiteboard

    Government contractor upgrades its transformation management office

    A not-for-profit company operating federally funded research and development centers and public-private partnerships was at a critical turning point in a multi-year, highly complex transformation effort and needed an experienced team to quickly assess their situation. Read this case study to learn how Baker Tilly helped develop a program management plan to guide the interconnected projects to success.
  9. Business professionals shaking hands in a conference room

    Boland engages Baker Tilly Digital to create a strategic digital road map

    Boland, a commercial HVAC systems, services and building energy provider, leverages Baker Tilly Digital’s ideation and design thinking framework to achieve a clearly defined and concise digital, technical and process transformation idea portfolio to serve as the foundation to their strategic and digital roadmap.
  10. Forest and mountain range

    Zebco Brands develops three-year road map with Baker Tilly Digital to achieve target growth

    Zebco Brands, a leading marketer of fishing tackle and outdoor gear, needed a long term strategic planning process and three-year plan to attain their ambitious growth goals. Utilizing their proven strategy development approach, Baker Tilly Digital conducted current state assessment, future state development and go-to-market execution phases to develop a road map for Zebco Brand to achieve their target growth.
  11. Ergonomic desk accessories with computer

    Establishing a foundation for organizational success

    Helping institute a new business model for a state department
  12. Blue buildings in a city

    Baker Tilly helps village develop its IT department’s strategic vision

    Baker Tilly develops a three year IT strategic plan as a roadmap for IT services

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 digital strategy team is here to guide your team with a structured approach to enable organizational change, streamline operations and drive greater return from achieving your transformation goals.

Amanda E. KleinPrincipal
Todd D. WilkersonDirector
Phil SchmoyerPrincipal