Digital Transformation Methodology

Digital Transformation Methodology V.3.p

Objective

Affirm that a compelling need exists to proceed with an investigation

Success Criteria

Valid Problem Statement Created 

Objective

In partnership with representatives from customers, front line staff, leaders and IT perform a deep dive into the problem statement 

Success Criteria

Input from Workshops is Consistent with Problem Statement & Justifies Proceeding Further

Objective

Author structured documentation that realistically validates and summarizes outcomes from the Discovery Workshops

Success Criteria

All Relevant Process Parameters Identified and Documented

Objective

Create an overall strategy and high-level plan that sets out to solve for the confirmed requirements

Success Criteria

Creation of an Achievable Strategy and Plan

Objective

Perform solution implementation, including post-delivery follow-up

Success Criteria

New Solution In Place, Stable and Being Effectively Used

Objective

Identify client communities and provide practical education focusing on impact and operation

Success Criteria

All impacted user communities and functions understand how to employ new solution

Objective

Define an achievable implementation plan

Success Criteria

Implementation plan defined and reviewed

Objective

Leveraging knowledge and relationships, perform research that seeks to identify solutions within the stated strategy

Success Criteria

Potential Off-The-Shelf / Custom Development Solutions Identified

Objective

Perform due diligence and establish an acceptable contract with chosen vendor

Success Criteria

Vendor contract completed and signed. Vendor commitment confirmed

Objective

In partnership with shortlisted vendors, discuss opportunities to achieve solutions through acquired technology

Success Criteria

Vendors Willing To Engage Identified

Objective

Based on vendor responses and collaborative review with client, identify best solution

Success Criteria

Go-Forward Solution Selected. Client Concurs

Objective

With an intent of obtaining feedback, prepare and deliver short, targeted webinars to staff & leaders

Success Criteria

Webinars & Resultant Feedback Successful. 

Objective

Prepare KPIs that will be used to measure business improvement and  vendor success criteria

Success Criteria

Metrics identified that will be used to capture and confirm success of solution

Objective

Review input received from webinars and executive comments. 

Success Criteria

All Feedback Considered & Applied To Existing Requirements

Objective

Review candidate responses with client. Collaborate with client to capture input. Host vendor detailed presentations

Success Criteria

Client feedback received and probable best fit identified

Objective

Using a structured approach, review and assess proposal responses

Success Criteria

Vendor proposals reviewed, clarified and ready for consideration

Objective

Revisit solutions and affirm shortlist of appropriate solutions

Success Criteria

Shortlist of vendors with achievable solutions created

Objective

Reach out to shortlisted candidates and share revised requirements. Invite them to respond

Success Criteria

Revised Requirements published and provided to shortlisted vendors

Objective

Based on input received, make revisions to requirements

Success Criteria

Final Version of Requirements Published

Digital Transformation Methodology

Making effective changes using technology to improve operations is key to the success of a business.  Executing these changes well can move an organization to the top of their sector with improved outcomes and productivity.  Picking solution providers or vendors that are a good fit for their business needs is key to this process.  


Data Perceptions has been working with clients for over two decades helping them identify, create, and optimize solutions to address their business requirements and challenges. Based on that experience, we have developed a proven digital transformation methodology (including templates) that improves outcomes. The methodology helps organizations efficiently discover good options and select the best fit to improve operations.

 

Data Perceptions’ methodology enables:

  1. Collaboration with business teams to identify requirements;

  2. Collaboration with vendors to find the right fit;

  3. Effective and efficient decision making; and

  4. Successful implementation and integration.

 

Discovery

 

  • Effective collection of requirements, workflows and opportunities for improvement from customers, users and front-line workers.

  • Identifying related strategies and constraints from management and IT 

  • Clearly articulated and documented requirements, challenges, workflows, data, and constraints allows for sharing of needs with vendors and other impacted stakeholders for feedback

  • Understand the most important challenges to resolve


Digital Strategy Development

 

  • Based on requirements, objectives, workflows, and challenges – prioritize the challenges

  • Develop an integrated plan to resolve the challenges

  • Consider the security implications of impacted data, infrastructure and personnel

  • Align the changes with other projects and business changes

  • Ensure the solution is designed and architected considering IT operations and constraints (e.g. SASE)


Collaborative Vendor Interaction

 

  • Working interactively and collaboratively with solution providers is more time and effort efficient

  • Reduces errors and miscommunication through solution demonstrations based on needs, not generic requirements

  • Requirements and proposals can be revised based learnings and better understanding

  • Takes advantage of vendor insights into industry best practices


Objective Selection Process

 

  • Enables a collaborative buying process, not a selling process

  • Process is transparent – more time and effort efficient 

  • Identifies solutions and suppliers that are better aligned in longer term


Implementation Management

 

  • Reduces surprises during implementation

  • Solution is structured to specific needs with clear understanding of process and milestones

  • Making the right changes, on time and on budget

Working collaboratively, together we can transform your operations, improve quality for customers and improve cost efficiencies.