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.
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DOCUMENTATIONS TO IMPLEMENT
DIGITAL TRANSFORMATION PROJECTS
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
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.
- 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
ROADMAP FOR IMPLEMENTING
DIGITAL TRANSFORMATION PROJECTS
IN ENTERPRISES
PHASE 1: PROJECT START-UP
Activity 1: Determine the reason, goals, desired results and scope of the digital transformation project.
Step 1: Conduct surveys, interviews, and seminars with relevant parties to collect information about the current situation, needs, desires, and expectations of businesses regarding digital transformation,…
Step 2: Analyze and synthesize collected information, identify benefits, risks, challenges and opportunities of the digital transformation project,…
Step 3: Clearly define the rationale, goals, desired outcomes and scope of the digital transformation project, ensuring that they are aligned with the business’s strategy, vision and mission, as well as possible Measurable and controllable…
Activity 2: Identify stakeholders and their roles in the digital transformation project.
Step 1: List stakeholders inside and outside the business, including groups, individuals, organizations, partners, customers, communities, state agencies,…
Step 2: Classify stakeholders according to their level of influence and interest in the digital transformation project, using the influence/interest matrix or other tools,…
Step 3: Determine the roles, tasks, responsibilities, rights and expectations of each stakeholder in the digital transformation project,…
Activity 3: Plan a digital transformation project.
Step 1: Identify the stages, activities, implementation steps, models, and support tools of the digital transformation project,…
Step 2: Determine the necessary resources, time and budget for each stage, activity and implementation step of the digital transformation project,…
Step 3: Determine criteria and methods to evaluate the results of the digital transformation project, using tools such as SMART (Specific, Measurable, Achievable, Relevant, Time-bound), KPI (Key Performance Indicator), OKR (Objectives and Key Results),…
Step 4: Write a digital transformation project proposal, presenting information about reasons, goals, desired results, scope, stakeholders, plans, resources, time, budget, and indicators. Objectives and evaluation methods of digital transformation projects, as well as benefits, risks, challenges and opportunities of digital transformation projects,…
Step 5: Present and discuss digital transformation project proposals with relevant parties, collect comments, feedback and approval,…
PHASE 2: PROJECT IMPLEMENTATION
Activity 1: Assess your business’s digital transformation readiness.
Step 1: Identify factors that need to evaluate the enterprise’s digital transformation readiness, including aspects such as strategy, culture, human resources, technology, processes, customers,…
Step 2: Design and develop data collection techniques to survey the digital transformation readiness of businesses, including methods such as questionnaires, scorecards,…
Step 3: Conduct a survey of the business’s digital transformation readiness with relevant parties, using channels such as email, phone, online, in person,…
Step 4: Analyze and report the survey results on the digital transformation readiness of businesses,…
Activity 2: Analyze business needs, solutions and digital transformation strategies.
Step 1: Analyze business requirements and digital transformation solutions, using methods such as SWOT (Strengths, Weaknesses, Opportunities, Threats), PESTEL (Political, Economic, Social, Technological, Environmental, Legal), Porter’s Five Forces.
Step 1.1: Identify factors affecting the business of the enterprise, including internal factors (such as capacity, products, processes, customers,…) and external factors (such as policies , economic, social, technological, environmental, legal,…).
Step 1.2: Assess the influence of the above factors on the enterprise’s business, including levels such as advantages, disadvantages, opportunities, risks,…
Step 1.3: Determine the business requirements of the enterprise, including requirements such as enhancing capacity, improving efficiency, expanding markets, enhancing competitiveness,…
Step 1.4: Identify digital transformation solutions suitable to the business requirements of the enterprise, including solutions such as applying new technology, improving business processes, developing new products,…
Step 2: Choose technology solutions that suit your business needs, using criteria such as efficiency, feasibility, suitability, sustainability,…
Step 2.1: Identify technology solutions available on the market, including solutions such as software, hardware, information systems, artificial intelligence, Internet of Things, cloud computing,…
Step 2.2: Evaluate technology solutions according to determined criteria, including steps such as collecting information, analyzing, comparing, and evaluating technology solutions,…
Step 2.3: Select optimal technology solutions for your business needs, including steps such as considering factors such as the level of meeting business requirements, cost, time, impact, risks, benefits of technology solutions, choosing the technology solutions with the highest score or most suitable,…
Step 3: Determine the digital transformation strategy for the business, including steps such as identifying core principles and values, determining strategic goals, identifying strategic options, evaluating and choosing Select the optimal strategic option, build and present a detailed plan for the selected strategic option. These steps have been described in detail in Activity 3 of the roadmap for implementing digital transformation projects in enterprises above. You can refer to and apply this Activity 2.
Activity 3: Determine the digital transformation strategy for the business.
Step 1: Identify the business’s core principles and values in the digital transformation process, ensure that they align with the business’s vision, mission and culture, as well as create commitment and consensus from relevant parties.
Step 2: Determine strategic digital transformation goals for the business, including short-term, medium-term and long-term goals, as well as specific goals for each stage, activity and implementation step of the business. digital transformation projects,…
Step 3: Determine strategic digital transformation options for businesses, including different options on methods, time, resources, budget, risks and benefits of digital transformation for businesses ,…
Step 4: Evaluate and select the optimal digital transformation strategy for your business, using criteria such as effectiveness, feasibility, suitability, sustainability,…
Step 5: Develop and present a detailed plan for the selected digital transformation strategy, including information about stages, activities, implementation steps, models, support tools, and resources. resources, time, budget, targets and evaluation methods of digital transformation strategic plans,…
Activity 4: Deploy data and digital technology platforms for businesses.
Step 1: Determine digital technology requirements for businesses, including requirements for infrastructure, software, hardware, security, safety, integration,…
Step 2: Select reputable and quality suppliers for digital technology solutions, using criteria such as experience, reputation, quality, price, support,…
Step 3: Sign a procurement or service contract for digital technology solutions, ensuring that the terms and conditions of the contract are consistent with the needs and interests of the business, as well as comply with the regulations. Related legal and ethical regulations,…
Step 4: Deploy and operate digital technology solutions for businesses, including steps such as installation, configuration, testing, training, trial run, transfer,…
Step 5: Test and evaluate the effectiveness of digital technology solutions for businesses, including steps such as collecting, analyzing, and statistical data, comparing results with goals, identifying success, failures, problems and risks, find solutions to improve and optimize digital technology solutions,…
Activity 5: Developing a team of digital transformation operations personnel for businesses.
Step 1: Determine the roles and capabilities of digital transformation operations positions for the business, including positions such as project managers, consultants, technical experts, training experts, and human resources. operator,…
Step 2: Recruit required personnel for digital transformation operations positions for businesses, using methods such as job posting, screening, interviewing, testing,…
Step 3: Train and develop personnel for digital transformation operations positions for businesses, including steps such as identifying training needs, designing and developing training programs, implementing and evaluating training programs, providing support and consulting to personnel,…
Step 4: Build and maintain a friendly environment and support personnel to operate digital transformation for businesses, including steps such as creating cohesion, encouragement, enjoyment, feedback, and conflict resolution ,…
Activity 6: Test and check digital transformation operations for businesses.
Step 1: Conduct pilot tests for operational digital transformation activities for businesses, including steps such as selecting subjects, methods, timing, channels and testing criteria, implementation and recording receive test results,…
Step 2: Collect feedback from customers, employees and the community on digital transformation operations for your business, including steps such as designing and developing feedback gathering techniques, implementing and receive feedback,…
Step 3: Evaluate the results of KPI indicators for digital transformation operations for businesses, including steps such as collecting, analyzing, and statistical KPI data, comparing results with goals, and identifying successes. successes, failures, problems and risks, find solutions to improve and optimize digital transformation operations,…
Step 4: Decide when and how to completely digitally transform your business, including steps such as considering factors such as readiness level, benefits, risks, costs, time, and impact of complete digital transformation, choose the appropriate conversion method for each stage and each object, such as converting each department, each process, each product, or converting the entire thing at the same time, implementing and record the results of complete digital transformation,…
Activity 7: Manage digital transformation operations for businesses.
Step 1: Manage resources, technology, processes and risks for digital transformation operations for businesses, including steps such as allocation, coordination, monitoring, control, reporting, and evaluation. prices, improving resources, technology, processes and risks for digital transformation operations for businesses,…
Step 2: Build and maintain a digital transformation culture in the business, including steps such as creating understanding, empathy, support, encouragement, promotion, recognition, enjoyment, suggestions, and solutions. conflict resolution, respect, cooperation, sharing, learning, innovation, creativity, continuous improvement in business, using tools such as communication, training, coaching, seminars, conferences , team building,…
Activity 8: Monitor, evaluate and improve digital transformation activities for businesses.
Step 1: Collect, analyze, and compile KPI data for digital transformation activities for businesses, including steps such as identifying data sources, data collection methods, data periodicity, and technology. Data analysis tools, data reporting templates, implementing and recording KPI data for digital transformation activities for businesses,…
Step 2: Compare KPI results with the goals set for digital transformation activities for businesses, including steps such as determining comparison criteria, comparison methods, comparison periods, tools comparison, comparison report template, implementation and recording of KPI comparison results with goals for digital transformation activities for businesses,…
Step 3: Identify successes, failures, problems and risks of digital transformation activities for businesses, including steps such as determining identification criteria, identification methods, identification periodicity, identification tools, report templates for identifying, implementing and recording the results of identifying successes, failures, problems and risks of digital transformation activities for businesses,…
Step 4: Find solutions to improve and optimize digital transformation activities for businesses, including steps such as determining improvement goals, improvement plans, improvement resources, improvement time, improvement budget, improvement risks, improvement benefits, implementing and recording improvement results and optimizing digital transformation activities for businesses,…
Activity 9: Close the project and hand over the results to the business.
Step 1: Summarize and evaluate the results of the digital transformation project for businesses, including steps such as determining summary criteria, summary methods, summary periods, summary tools, report templates Summary report, implementation and recording of summary and evaluation results of digital transformation projects for businesses,…
Step 2: Hand over the results and documents of the digital transformation project to the business, including steps such as determining the content and form of handover, time and location of handover, handover participants, Implement and record the handover results of digital transformation projects for businesses,…
Step 3: Liquidate the resources of the digital transformation project for the business, including steps such as determining the resources that need to be recovered and liquidated, recovery and liquidation methods, time and location of recovery and liquidation, participants in recovery and liquidation, implementation and recording of results of recovery and liquidation of digital transformation project resources for businesses,…
Step 4: Reward and thank stakeholders of the digital transformation project for businesses, including steps such as identifying stakeholders who need to be rewarded and grateful, form of reward and gratitude, and time and reward and gratitude locations, reward and gratitude participants, implementation and recognition of rewards and gratitude results for stakeholders of digital transformation projects for businesses, using tools such as Email, Google Meet, Zoom,…