Digital Transformation Methodology
Objective
Affirm that a compelling need exists to proceed with an investigation
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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
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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
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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
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Success Criteria
Creation of an Achievable Strategy and Plan
Objective
Perform solution implementation, including post-delivery follow-up
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Success Criteria
New Solution In Place, Stable and Being Effectively Used
Objective
Identify client communities and provide practical education focusing on impact and operation
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Success Criteria
All impacted user communities and functions understand how to employ new solution
Objective
Define an achievable implementation plan
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Success Criteria
Implementation plan defined and reviewed
Objective
Leveraging knowledge and relationships, perform research that seeks to identify solutions within the stated strategy
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Success Criteria
Potential Off-The-Shelf / Custom Development Solutions Identified
Objective
Perform due diligence and establish an acceptable contract with chosen vendor
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Success Criteria
Vendor contract completed and signed. Vendor commitment confirmed
Objective
In partnership with shortlisted vendors, discuss opportunities to achieve solutions through acquired technology
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Success Criteria
Vendors Willing To Engage Identified
Objective
Based on vendor responses and collaborative review with client, identify best solution
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Success Criteria
Go-Forward Solution Selected. Client Concurs
Objective
With an intent of obtaining feedback, prepare and deliver short, targeted webinars to staff & leaders
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Success Criteria
Webinars & Resultant Feedback Successful.
Objective
Prepare KPIs that will be used to measure business improvement and vendor success criteria
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Success Criteria
Metrics identified that will be used to capture and confirm success of solution
Objective
Review input received from webinars and executive comments.
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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
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Success Criteria
Client feedback received and probable best fit identified
Objective
Using a structured approach, review and assess proposal responses
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Success Criteria
Vendor proposals reviewed, clarified and ready for consideration
Objective
Revisit solutions and affirm shortlist of appropriate solutions
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Success Criteria
Shortlist of vendors with achievable solutions created
Objective
Reach out to shortlisted candidates and share revised requirements. Invite them to respond
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Success Criteria
Revised Requirements published and provided to shortlisted vendors
Objective
Based on input received, make revisions to requirements
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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.
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Data Perceptions’ methodology enables:
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Collaboration with business teams to identify requirements;
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Collaboration with vendors to find the right fit;
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Effective and efficient decision making; and
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Successful implementation and integration.
Discovery
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Effective collection of requirements, workflows and opportunities for improvement from customers, users and front-line workers.
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Identifying related strategies and constraints from management and IT
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Clearly articulated and documented requirements, challenges, workflows, data, and constraints allows for sharing of needs with vendors and other impacted stakeholders for feedback
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Understand the most important challenges to resolve
Digital Strategy Development
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Based on requirements, objectives, workflows, and challenges – prioritize the challenges
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Develop an integrated plan to resolve the challenges
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Consider the security implications of impacted data, infrastructure and personnel
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Align the changes with other projects and business changes
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Ensure the solution is designed and architected considering IT operations and constraints (e.g. SASE)
Collaborative Vendor Interaction
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Working interactively and collaboratively with solution providers is more time and effort efficient
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Reduces errors and miscommunication through solution demonstrations based on needs, not generic requirements
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Requirements and proposals can be revised based learnings and better understanding
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Takes advantage of vendor insights into industry best practices
Objective Selection Process
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Enables a collaborative buying process, not a selling process
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Process is transparent – more time and effort efficient
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Identifies solutions and suppliers that are better aligned in longer term
Implementation Management
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Reduces surprises during implementation
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Solution is structured to specific needs with clear understanding of process and milestones
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Making the right changes, on time and on budget