Executing Your Digital Transformation Roadmap: 6 Critical Things to Know 

Digital Transformation (DX) initiatives are so ubiquitous that any company not sponsoring one is likely in the 1 percentile. According to a Pre-Pandemic Gartner Survey, 96% of CIOs reported some form of DX initiative being funded Post-pandemic. 

Although there is no “one-size-fits-all” approach for digital transformation, D6 has successfully transformed multiple large-scale enterprises by following a similar pattern.   

In our experience, most successful digital transformations follow a 6-step process. And while no two organizations are alike, we find the framework surrounding the process to be remarkably consistent. The steps are as follow: 

  1. Assess the Current Technology State 
  1. Identify Pain Points 
  1. Define the Road Map 
  1. Execute the Road Map 
  1. Measure Results 
  1. Optimize the Ecosystem 

In this blog post, we’ll breakdown Step 3: Define the Road Map  

For those interested in a deep dive of all the steps, we invite you to download our recent whitepaper, Digital Transformation: A 6-Part Road Map to Success

Step 4 – Execute the Road Map  

Here are the 6 critical things to know before executing your DX road map:

  • This is the longest step in the Digital Transformation effort.  
  • Project staffing during this step needs to be highly elastic. The resource requirements during the peak of the transformation effort will be significantly higher than what is required during business as usual–which is why virtually every DX effort is augmented by and supported through delivery partners.
  • It is during this step that the IT leadership for the transformation effort should find trusted partners who can complete the build, migration, and/or consolidation of each critical business platform. Examples of business platforms include:  
    • User Experience Platform (UXP) – all web properties and web-enabled applications 
    • Customer Relationship Management (CRM) – includes email service provider platforms if required  
    • Accounting Platform – General Ledger, AR, AP  
    • Operational ERPs – all vertical-specific core systems generally provided by a third-party software vendor. Note that if the company has a proprietary ERP system, this would be the first place to look in terms of possible replacement as part of DX.  
    • Integration Layer – web service and orchestration layer that connects UXP, CRM, Accounting, and ERPs.  
  • D6 has significant experience in the building and re-platforming efforts for CRM, UXP, and Integration. A typical DX road map would have a dedicated team for each of these platforms until the DX workstreams are completed.
  • Once the projects for a given platform are completed within the DX initiative, it is equally important to have a transition plan to a business-as-usual (BAU) or post-DX support team to maintain the new ecosystem.  
  • Road Map Executions are aligned with a Minimal Viable Product (MVP) mentality to ensure that the system is launched as early as possible with the minimum number of requirements for it to be successful. 

Step 4 is where the rubber meets the road. All of the painstaking and detailed work of the first 3 steps is brought to life as the decisions are implemented and the transformation takes shape.

If at the critical juncture you find yourself looking for an outside expert to help you navigate the road ahead, D6 would love to put our experience to work for you.

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