Digital Transformation
Current state, technology landscape, people and change, target state, and risks.
Reach for it when: A programme rather than a project, usually with more stakeholders than sponsors.
- sections
- 10
- questions
- 35
- required
- 6
- AI assisted
- 35
Every section, every question
This is the template as it ships. Edit the wording, reorder the sections, or delete what does not apply to your studio.
01
About Your Organization
- Business name*Short text
- IndustryShort text
- Company sizeSingle choice
- Geographic footprintSingle choice
- Primary products or servicesShort text
02
Business Overview
- Describe your business operations*Long text
- What are your biggest business challenges?*Long text
- What is driving this transformation initiative?Multi choice
03
Current Processes
- Which areas need improvement?Multi choice
- Describe your current workflow challenges*Long text
- Which processes are mostly manual today?Long text
- Are processes documented?Single choice
04
Technology Landscape
- Which systems do you currently use?Multi choice
- What technology limitations do you face?Long text
- How satisfied are you with your current systems?Single choice
05
Data & Reporting
- Where is business data currently stored?Multi choice
- Is data centralized or fragmented?Single choice
- What reporting challenges do you face?Long text
- Which metrics are most important to your leadership?Long text
06
People & Change Management
- Which teams will be affected?Multi choice
- Approximately how many employees will be impacted?Single choice
- Are employees open to change?Single choice
- Will training be required?Single choice
07
Automation & AI Opportunities
- Which areas are candidates for automation?Multi choice
- Are you interested in AI solutions?Multi choice
- Describe any specific AI goalsLong text
08
Future State Vision
- What would an ideal future operation look like?*Long text
- Where do you want the business to be in 3 years?Long text
- What does success look like?*Long text
09
Risks & Constraints
- What concerns you most about this transformation?Multi choice
- Compliance requirementsMulti choice
- Technical constraintsLong text
10
Budget & Timeline
- Desired timelineSingle choice
- Budget rangeSingle choice
- Additional notesLong text
* marks a required question. Every question in this template has AI suggestions available while the client is writing.