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Digital Transformation Toolkits
Best Practice Templates & Samples

Overview

Digital transformation project templates includes: 5 Phases, 10 Key Activities, 40 Tasks, 94 Templates and Samples.  From goal identification, readiness assessment, needs analysis, solution business solutions and strategies, project implementation, data and digital technology platforms, human resource development, testing and operations, project operations management, monitoring, evaluation and improvement, opening expand and develop digital transformation.

The DX-Toolkits provide you with the following benefits:

1. Guide you step by step to successfully and sustainably transform your business digitally.
2. Learn how to analyze, select, implement and manage the technological solutions that suit your business needs.
3. Improve the quality of service, work efficiency, business model and organizational culture thanks to digital transformation.
4. Enjoy the benefits of digital transformation such as cost savings, rapid innovation, better competitiveness, deeper data analysis…
5. Will be able to expand and develop your business according to the latest trends and solutions of digital transformation.

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Part 1. Identify the Digital Transformation Goals

This is the first and most important part in the digital transformation process. You need to identify the reasons, purposes and expectations of the digital transformation for your business. You also need to identify the stakeholders, the influencing factors and the potential barriers.

Guide: The specific tasks at this part are 

  • 1: Identify the Reasons for Digital Transformation
     DX-01. Identify Vision, Goal and Business Strategy.docx
  • 2: Identify the Purpose of Digital Transformation
     DX-02. Survey on Reasons for Digital Transformation.docx
     DX-03. Survey on Purpose for Digital Transformation.docx
         DX-04. Survey on Desired Results of Digital Transformation.docx
  • 3: Identify the Desired Outcomes of Digital Transformation
     DX-05. Identify Digital Transformation Goals.docx

Part 2. Assess the Readiness for Digital Transformation

This is the next part to evaluate the ability and condition of the business to implement digital transformation. You need to analyze the internal and external factors that affect the digital transformation process, such as resources, culture, technology, customers, competitors, laws, etc.

Guide: The specific tasks at this part are

  • 1: Identify the Factors that Need to be Evaluated for the Business
     DX-01. Capability Maturity Framework.docx
     DX-02. Guide to Assess Enterprise Readiness.docx
     DX-03. Identifying Factors to Assess a Enterprise.docx
  • 2: Data Collection Techniques for the Survey
     DX-04. Techniques for Collecting Survey Data.docx
  • 3: Data Analysis for the Survey
     DX-05. Analysis of Survey Data.docx
     DX-06. Survey Assessing Needs, Challenges And Opportunities.docx
     DX-07. Digital Transformation Maturation Level Assessment.docx
  • 4: Report the Results of the Assessment
     DX-08. Reporting Assessment Results.docx
     DX-09. Plan Improvement Maturation Levels.docx 

Part 3. Analyze Business Needs and Solutions

This is the part to identify the specific business requirements and the suitable solutions to meet the digital transformation goals. You need to analyze the current business and management processes of the business, identify the problems and improvement opportunities, propose the solutions using digital technology to optimize and innovate those processes.

Guide: The specific tasks at this part are 

  • 1: Analyze the Business Needs and Solutions
     DX-01. List of Business Requirements.docx
     DX-02. Analyze Business Requirements And Solutions.docx
     DX-03. Analyze Target Customer Groups, Needs, Desires And Behavior.docx
     DX-04. Identify Priority Customers.docx
     DX-05. Factors Affecting Customer Experience And Satisfaction.docx
     DX-06. Assess Customer Needs, Challenges And Opportunities.docx
     DX-07. Solutions And Experiences To Customers.docx
  • 2: Choose the Appropriate Technology Solutions
    DX-08. List of Solution Evaluation Criteria.docx
  • 3: Define the Digital Transformation Strategy
     DX-09. Canvas Business Model Analysis.docx
     DX-10. Framework of Digital Transformation Strategy.docx
     DX-11. Identify Digital Transformation Strategies.docx
  • 4: Identify the Stakeholders and Roles
     DX-12. Stakeholders and Roles in Digital Transformation Projects.docx
  • 5: Define the Project, Activities, Timeline and Budget
     DX-13. Projects, Activities, Timelines and Budgets.docx
  • 6: Define the Indicators and Methods for Evaluating the Project Results
     DX-14. KPIs and Project Results Evaluation Methods.docx
  • 7: Establish the Criteria for Evaluating the Solutions
     DX-15. Comparison Chart to Evaluate Solutions.docx
     DX-16. Choose Appropriate Technology Solutions.docx
  • 8: Establish the Criteria for Evaluating the Suppliers
     DX-17. List of Supplier Evaluation Criteria.docx
     DX-18. Comparision Chart to Evaluate Supplier.docx
  • 9: Plan the Data Digitization
     DX-19. Steps to Digitalize Data.docx
     DX-20. Describe and Classify Data.docx
     DX-21. Planning for Data Digitization.docx
  • 10: Plan the Process Digitization
     DX-22. Steps to Digitalize the Process.docx
     DX-23. Describe an Operational Process.docx
     DX-24. Planning for Process Digitization.docx

Part 4. Propose the Digital Transformation Projects

This is the part to make a detailed plan for the implementation of the digital transformation project, including the objectives, scope, timeline, budget, human resources, resources, risks, quality, communication, procurement, testing, training, handover and go-live of the project.

Guide: The specific tasks at this part are 

  • 1: Write the Proposal for the Digital Transformation Project
     DX-01. Design of Digital Enterprise Architecture Model.docx
     DX-02. Design of Application Architecture Model.docx
     DX-03. Design of Data And Information Architecture Model.docx
     DX-04. Design of Technological Architecture Model.docx
     DX-05. Design of Organizational And Human Architecture Models.docx
     DX-06. Project Initiation.docx
     DX-07. Project Charter.docx
     DX-08. Kickoff Meeting Agenda.rtf
  • 2: Plan the Scope of the Project
     DX-09. Scope Plan.docx
  • 3: Plan the Detailed Implementation
     DX-10. Implementation Detail Plan.xls
  • 4: Plan the Human Resources and Resources
     DX-11. Resources & Staffing Plan.xls
  • 5: Plan the Budget
     DX-12. Budget Plan.xls
  • 6: Plan the Procurement
     DX-13. Purchases & Acquisitions Plan.xls
  • 7: Plan the Communication
     DX-14. Communication Plan.xls
  • 8: Plan the Risk Management
     DX-15. Risk Management Plan.xls
    9: Plan the Security Review
     DX-16. Security Initial Review.xls
  • 10: Change Management Plan
     DX-17. Integrated Change Control.docx
  • 11: Plan the Quality Management
     DX-18. Quality Management Plan.docx
  • 12: Plan the Testing
     DX-19. Testing Plan.xls
  • 13: Plan the Training and Handover
     DX-20. Management Training Plan.xls
  • 14: Plan the Performance Report
     DX-21. Performance Report.xls
  • 15: Plan the Go-Live
     DX-22. Go-Live Plan.docx
     DX-23. Project Closing.docx

Part 5. Implement the Data and Digital Technology Platforms

This is the part to deploy the data and digital solutions that enable the data use cases and the digital transformation strategy. You need to select the appropriate technologies that can provide the capabilities to collect, store, process, analyze, and visualize data, as well as to support the digital operations, marketing, and new ventures.

Guide: The specific tasks at this part are 

  • 1: Identify the Digital Technology Requirements
     DX-01. List of Digital Technology Requirements.docx
     DX-02. Identify Digital Technology Requirements.docx
  • 2: Choose the Reputable and Quality Suppliers
     DX-03. Analyze the Capacity of Technology Suppliers.docx
     DX-04. Choose a Reputable and Quality Supplier.docx
  • 3: Sign the Contract for Purchasing or Renting Services
     DX-05. Contract for Purchasing or Leasing Digital Technology Services.docx
  • 4: Deploy and Operate the Technology Solutions
     DX-06. Deploy and Operate Technology Solutions.docx
  • 5: Evaluate and Improve the Digital Technology Solutions
     DX-07. Evaluate and Improve Digital Technology Solutions.docx

Part 6. Develop the Operational Team

This is the part to build and develop the human resources team that has the capability and skills to operate and maintain the digital transformation solutions. You need to define the roles, tasks, responsibilities and authorities of the members in the team, as well as the requirements for experience, knowledge and skills, plan the recruitment, training, evaluation and development of the human resources according to the criteria and objectives set out.

Guide: The specific tasks at this part are 

  • 1: Identify the Roles and Competencies of the Operational Positions
     DX-01. Classification of Operations Activities and Employee Skills.docx
     DX-02. Identify Roles and Competencies for Operational Team.docx
  • 2: Recruit Human Resources According to the Requirements
     DX-03. Plan to Recruit Human Resource as Requirement.docx
     DX-04. Job Description for Digital Transformation Operations.docx
  • 3: Train and Develop Human Resources
     DX-05. Instructions for Training The Operating Staff.docx
     DX-06. Train and Develop The Operating Staff.docx
  • 4: Build a Friendly and Supportive Environment for Employees
     DX-07. Questionnaire Survey for Working Environment.docx
     DX-08. Build Friendly Environment and Supportive Staff.docx

Part 7. Test and Validate the Operational Activities

This is the part to verify that the data and digital solutions are working as expected and delivering the desired outcomes. You need to conduct various types of testing, such as functional, performance, security, usability, and user acceptance testing, to ensure the quality and reliability of the solutions. You also need to validate the operational activities, such as data collection, processing, analysis, and visualization, as well as digital operations, marketing, and new ventures, to ensure they are aligned with the business objectives and customer needs.

Guide: The specific tasks at this part are

  • 1: Conduct the Pilot Tests
     DX-01. Minutes for Acceptance and Operational Testing.docx
     DX-02. Plan to Implement Pilot Tests.docx
  • 2: Collect Feedback from Customers, Employees, and Stakeholders
     DX-03. Feedback from Customers, Employees and Community.docx
     DX-04. Survey Questions for Customers and Employees.docx
  • 3: Evaluate the Results of the KPIs of the Digital Transformation Project
     DX-05. Evaluate the Results of KPIs of Digital Transformation Activities.docx
  • 4: Adjust to Find the Minimum Viable Product
     DX-06. Adjust to Find the Minimum Viable Product.docx
     DX-07. Report on Minimum Product Adjustments for Digital Transformation Projects.docx
     DX-08. Report on Status of Digital Transformation Operations.docx

Part 8. Manage the Operational Activities

This is the part to ensure the smooth and efficient operation of the data and digital solutions, as well as to optimize and enhance them over time. You need to manage the operational activities, such as data collection, processing, analysis, and visualization, as well as digital operations, marketing, and new ventures, to ensure they are delivering value and meeting the business objectives and customer needs.

Guide: The specific tasks at this part are

  • 1: Manage the Resources, Technology, Processes, and Risks
     DX-01. Allocation of Resources – Technology – Processes and Risks.docx
  • 2: Build and Maintain the Digital Transformation Culture in the Organization
     DX-02. Survey Questions of Digital Transformation Culture in Organizations.docx

Part 9. Monitor, Evaluate, and Improve the Data and Digital Solutions

This is the part to ensure the smooth and efficient operation of the data and digital solutions, as well as to optimize and enhance them over time. You need to manage the operational activities, such as data collection, processing, analysis, and visualization, as well as digital operations, marketing, and new ventures, to ensure they are delivering value and meeting the business objectives and customer needs.

Guide: The specific tasks at this part are

  • 1: Collect, Analyze, and Statistically Process the KPI Data
     DX-01. KPIs of Digital Transformation Projects.docx
     DX-02. Collect KPIs Data.docx
  • 2: Compare the KPI Results with the Set Goals
     DX-03. Analyze KPIs Data.docx
  • 3: Identify the Successes, Failures, Problems, and Risks
     DX-04. Evaluate KPIs Results.docx
  • 4: Find Solutions to Improve and Optimize the Operational Activities
     DX-05. Propose Solutions to Improve KPIs.docx
     DX-06. Report Goals – Results – Solutions for KPIs.docx

Part 10. Scale and Develop the Data and Digital Solutions

This is the step to expand the scope and impact of the data and digital solutions, as well as to explore and pursue new opportunities for growth and transformation. You need to scale the data and digital solutions to cover more functions, business units, or the whole enterprise, as well as to reach more customers, markets, or regions, to increase their value and competitiveness.

Guide: The specific tasks at this part are

  • 1: Review the Possibility of Scaling and Developing
     DX-01. Scalability of Digital Transformation Project.docx
  • 2: Capture the Trends of Technology and New Digital Transformation Solutions
     DX-02. Plan to Grasp New Technology Trends.docx

Testimonials

Customer satisfaction is a primary goal for our company. To that end, we are passionate about meeting and surpassing the expectations of our varied clientele.

ELISE BARHO

ELISE BARHO

Director of Consulting

With all of this stuff has provided us with an invaluable resource for me and my consulting firm. High quality and easy to use frameworks and templates. The fact that these were made and used by the top consultants in the industry says enough. Without your resources, it would have taken us years to create our own tool!

FRANK LOHTER

FRANK LOHTER

A senior manager

Our company profits increased 27% in 1 year, not this increase in sales is due to this toolkit, but partly because we have made changes based on this toolkit, processes Our digital transformation project implementation is now more structured, leading to faster decision making.
Thank you.

XAVIER RACHIDA

XAVIER RACHIDA

Strategic management

The toolkit has made it easy for us to clearly define our vision, goals and prioritized projects to achieve them, with these tools we also clearly identify the financial and human needs to achieve them. After implementing the project, the company has now been better restructured, profit margin has increased markedly.

DAVID REYNOLDS

DAVID REYNOLDS

Consultant & Executive

"Wow, What can I say other than to thank you for the quality, definition and sheer volume of work provided. This is going to help me align our messages and save hundreds of hours (if not more) in preparation time. You have exceeded all my expectations in terms of professionalism and efficiency. You are a reliable and wonderful partner"

SIRIA CLEAR

SIRIA CLEAR

Strategic Consultant

"You’ve done an absolutely amazing job in creating the toolkit for consultants. I requested for the sample version and loved it. The reason I am writing to you is share that while for Americas, and most of Europe, your price-points are great, for India, Philippines and other developing economies."
Thank you very much.

SATISHI KAMA

SATISHI KAMA

Senior Manager

"We increased our revenue by 46% by applying the know how and best practices of top consulting firms and fortune 500 companies, we were able to find new growth levers and increase our revenue by 46% (our revenue used to grow by 12% a year). This achievement demonstrates our ability to innovate and deliver value to our customers"

FAQs

1. Is the kit a software or a book? Is it easy to use? Do you need to install anything?

Digital Transformation Toolkits is not a book, not software, no installation required. This is a WORD, EXCEL file system with forms and calculation formulas available for you to conveniently store, search and apply directly. Since it is a Word + Excel file, anyone can use the Document Set easily.

2. My business is very small, can I apply the kit?

For small, medium and small enterprises, or large enterprises, if you want to apply digital transformation to improve the application model of governance based on technology, you can use this tool. The evaluation, selection of technology and a methodical digital transformation strategy will help you to reduce the time, effort and cost of running your business.

3. I have not used all the files in the toolkit, can I buy them individually

The kit is sold in its entirety because it has refined the most important content you need to organize a professional digital transformation of your business. The contents are divided in detail and closely linked together into a scientific system, meeting to solve most of your problems in the process of running the company. Maybe you only need to use a few files now, but there will be times when you have other problems that need to be answered in this document.

4. Specialized enterprises such as construction, restaurants..etc. Can this document be used?

Each type of business will have its own characteristics, but any business has the same digital transformation structures, and this set of documents is a common standard that every business can apply flexibly. act accordingly.

5. Which methods of payment can I use to purchase your Toolkits?

The best way to purchase our Business & Consulting Toolkits is by using a bank card (e.g. Visa, Mastercard, Amex, Discover cards), Google Pay, Shop
Pay or Paypal (we are Paypal verified). You can safely enter your entire credit card number via our secure server, which encrypts all submitted information.

6. Do you update your Toolkits periodically?

Yes, we do update multiple Toolkits every month. We provide our customers with updates as part of the purchase price.

7. How will I access my Toolkit(s) after my purchase?

You will immediately receive a link sent to your email address. You’ll simply need to click on the link to download the Toolkit(s) on your device.

Customers

Customer satisfaction is a primary goal for our company. To that end, we are passionate about meeting and surpassing the expectations of our varied clientele.