Digital Assessment

Welcome to the Digital Assessment

Thank you for participating in our Digital Assessment survey. This crucial initiative is designed to define and shape the future of our organization's digital strategy. By gathering invaluable insights from team members like you, we aim to drive meaningful improvements and align our digital investments with strategic goals.

Goals of the Assessment

Enhance Efficiency: Identify areas where process automation and streamlined workflows can improve operational efficiency.
Improve Customer Experience: Leverage digital tools to reduce response times, improve service delivery, and enhance the onboarding experience for new customers.
Boost Decision-Making: Implement reliable reporting and analytics to foster informed, data-driven decisions.
Ensure Scalability: Modernize systems to support organizational growth and entry into new markets.

Your Role

Your input is critical in helping us understand:

The alignment of our current processes with strategic goals.
Opportunities for integrating emerging technologies.
The success metrics we should focus on in both the short and long term.

What We Aim to Achieve

Short-Term (6-12 months): Implement 'quick wins' to boost productivity and address immediate challenges such as process bottlenecks and data silos.
Long-Term (3-5 years): Achieve full process optimization, integrate advanced tools, and build a culture of continuous digital readiness.

How to Participate

Rating the Questions: Each question should be rated on a scale from 1 to 5, where 1 indicates the lowest alignment or agreement and 5 indicates the highest. This helps us gauge the priority and impact of various initiatives.
Selecting Not Relevant: If a question does not pertain to your area or you believe it is not applicable, please select the "Not Relevant" option. This feedback is just as valuable and helps us tailor our approach.
Additional Feedback: While the primary task is to rate and select, feel free to add comments if you have specific insights or suggestions that might not be covered by the scale.

We value your expertise and commitment to our organizational goals. Together, we can pave the way for a future-ready, digitally enhanced organization that thrives on innovation and operational excellence.

Thank you again for your valuable contribution!

Basic Information

Vision and Strategic Goals

Critical Outcome and Metrics

Stakeholder Roles and Mission Areas

Current Challenges and Opportunities

Near-Term and Long-Term Goals

Alignment and Commitment

First Name

Last Name

E-Mail

What are your organization's strategic goals for the next 3-5 years, and how do you see the Digital Assessment helping to support these goals?

Improve operational efficiency through process automation and streamlined workflows.

Enhance customer experience by adopting digital tools to provide easier access and improve service delivery.

Improve new customer onboarding through efficient, user-friendly, and integrated systems.

Increase data-driven decision-making by implementing reliable reporting and analytics processes.

Achieve scalability by modernizing systems to support organizational growth and new markets.

Drive cost reduction by identifying inefficiencies and reducing manual, labor-intensive processes through techniques like automation.

Share any other goals you might have

How would you describe your vision for success in this Digital Assessment project?

Gaining a clear understanding of our current processes and identifying actionable improvements including understanding how scalable the current technology tool selections are throughout the entire firm (including identification of duplicative systems and identifying gaps and remediations)

Developing a prioritized roadmap that aligns digital investments with our strategic goals.

Understanding how to integrate emerging technologies into our processes to remain competitive.

Creating a unified digital strategy that improves cross-departmental collaboration and data sharing.

Identifying quick wins that deliver measurable improvements within the next 12 months.

Achieving stakeholder buy-in and alignment on our digital priorities and future state.

Identify and recommend technologies specific to departmental processes to create greater efficiencies. (HR, Customer Experience, Customer Onboarding, Marketing, Internal Accounting, Admin Services, Internal Technology)

Implementing training programs to upskill employees on digital tools and platforms and continuous digital adoption.

Share any other goals you might have

What does “mission success” look like for you?

Short Term (6-12 months)

Implementing quick wins to enhance productivity and reduce inefficiencies.

Creating baseline metrics to measure the impact of digital initiatives.

Addressing immediate challenges such as data silos or process bottlenecks, and inconsistencies.

Establishing a roadmap for long-term improvements.

Identify where AI tools could be integrated within current systems.

Recommendations for better utilization of current tools and/or recommendations for replacement tools. 

Long Term (3-5 years)

Achieving full process optimization and automation across critical areas.

Realizing measurable improvements in efficiency, revenue, and customer satisfaction.

Adopting advanced tools like predictive analytics to drive innovation.

Full adoption of AI tools for greater efficiencies, team member upskilling, and cost-reduction.

Ensuring technology scalability to support organizational growth.

Building a culture of continuous improvement and digital readiness , and exceptional training.

Establishing integrated systems that support real-time decision-making.

Share any other goals you might have

What key outcomes do you expect from this Digital Assessment?

A detailed understanding of the current state and opportunities for improvement.

A roadmap prioritizing key digital initiatives with cost, effort, and impact outlined.

Improved visibility into inefficiencies, bottlenecks and areas of process misalignment.

Clear recommendations for tools, platforms, and processes to achieve goals and Operational Effectiveness.

Share any other goals you might have

Are there specific metrics or measures of success you would like us to focus on during the assessment process?

Process cycle time (e.g., reducing the time to complete specific workflows).

Error rates and time spent in manual processes.

Cost savings achieved through process optimization.

Employee productivity and satisfaction scores.

Customer satisfaction metrics (e.g., response time, Net Promoter Score).

Data accessibility, accuracy, and usage rates across the organization.

Share any other goals you might have

How do you currently measure the success or performance of key processes, and where do you feel there are gaps?

We track process completion times but lack visibility into bottlenecks.

Success is measured through manual reporting, which is time-consuming and prone to errors.

Metrics are department-specific, leading to inconsistencies and limited cross-department insights.

Data is siloed, making it hard to measure performance accurately and holistically.

We lack the tools to track real-time performance and need better reporting capabilities.

We do not formally measure the success or performance of key processes beyond individual feedback and antidotal responses.

Share any other goals you might have

Who are the key stakeholders that should be involved in this Digital Assessment, and what role do they play in its success?

Executive leadership – Provide vision, alignment, and strategic priorities.

Department heads – Share insights into current challenges and processes.

Internal Technology team – Provide technical expertise and system architecture input.

Process owners – Offer detailed knowledge of workflows and operational challenges.

Internal Accounting team – Evaluate the cost-benefit and ROI of digital initiatives.

Share any other goals you might have

Which departments or mission areas are most critical for us to evaluate as part of this project?

Operations - Streamlining production and workflows.

Customer Service – Improving digital relationship experience, response time, and satisfaction.

Marketing and Business Development – Enhancing data-driven sales strategies.

Internal Technology - Addressing system integration, infrastructure, and security gaps.

Internal Accounting  – Optimizing reporting and financial workflows.

Human Resources – Improving onboarding and employee management processes.

Share any other goals you might have

What are the key processes in your organization that should be included in the scope of this assessment?

Order-to-Cash process - Revenue cycle process (accounts receivable, accounts payable, etc.)

Procurement and vendor management workflows.

Customer onboarding, engagements, and service response processes.

Financial reporting and month-end closing.

Employee onboarding and performance management.

Document processing and administrative areas (Core IT systems (ERP, CRM, HRIS)).

Team member collaboration tool usage and related processes such as integrating new team members, etc. (MS Teams, Intranet)

Share any other goals you might have

What are the biggest challenges or inefficiencies you currently face in your digital processes?

Heavy reliance on manual processes, leading to delays and errors.

Lack of integration between systems, creating data silos.

Limited reporting capabilities and delayed access to insights.

Inconsistent processes (from start to finish) across departments or locations.

Outdated tools and technologies that limit scalability or holistic customer relationship management.

Resistance to change and limited digital adoption among teams.

Inconsistent communication, training, and expectations of team members' utilization (who uses what, where, when, how, etc. - is it being sent to me or do I have to go find it?)

Share any other goals you might have

Are there variations in how processes are performed across different locations, and how significant are those differences?

Yes, processes vary significantly due to regional policies or former practices of merged entities.

Minor variations exist due to differences in resource availability.

Some locations follow outdated processes, while others are more advanced.

Lack of standardized workflows (from start to finish) causes inefficiencies across locations.

Share any other goals you might have

What opportunities for improvement or optimization do you think exist within your current digital environment?

Automating manual workflows to reduce errors and save time.

Standardizing processes (from start to finish) across all departments and locations.

Leveraging data analytics to improve decision-making.

Upgrading tools and systems to enable scalability.

Enhancing cross-department collaboration through integrated systems.

Increasing employee adoption of digital tools through training.

Share any other goals you might have

What near-term improvements (quick wins) would you like to identify as part of this assessment?

Automate manual data entry processes.

Standardize workflows (from start to finish) across teams.

Identify immediate bottlenecks in critical processes.

Implement better reporting and real-time dashboards.

Reduce delays in customer-facing processes.

Eliminate redundant tasks and improve efficiency.

Share any other goals you might have

What long-term goals or outcomes do you hope this Digital Assessment will help define for the organization?

Achieve full process optimization and automation.

Implement advanced analytics for predictive decision-making.

Enhance customer experience through digital innovation.

Integrate systems for a seamless flow of data and operations.

Scale processes to support growth and market expansion.

Foster a culture of continuous digital improvement.

Share any other goals you might have

What level of leadership commitment and resources (time, personnel, budget) are available to support this Digital Assessment project?

Full leadership support with dedicated personnel and budget.

Leadership buy-in but limited resources in the short term.

Partial commitment with expectations of phased progress.

Willingness to allocate budget but limited time availability.

Dependence on results to justify further resource allocation.

Share any other goals you might have

How do you see this Digital Assessment aligning with other organizational initiatives or priorities?

Supports ongoing digital transformation initiatives.

Aligns with strategic growth and innovation goals.

Complements current process improvement efforts.

Strengthens integration with Internal Technology and system upgrades.

Provides a foundation for better decision-making and analytics.

Enables alignment between operations, finance, and customer service priorities.

Share any other goals you might have

Digital Assessment

Dev Mode

Welcome to the Digital Assessment

Goals of the Assessment

Your Role

What We Aim to Achieve

How to Participate

Basic Information

Vision and Strategic Goals

Critical Outcome and Metrics

Stakeholder Roles and Mission Areas

Current Challenges and Opportunities

Near-Term and Long-Term Goals

Alignment and Commitment

What are your organization's strategic goals for the next 3-5 years, and how do you see the Digital Assessment helping to support these goals?

How would you describe your vision for success in this Digital Assessment project?

What does “mission success” look like for you?

Short Term (6-12 months)

Long Term (3-5 years)

What key outcomes do you expect from this Digital Assessment?

Are there specific metrics or measures of success you would like us to focus on during the assessment process?

How do you currently measure the success or performance of key processes, and where do you feel there are gaps?

Who are the key stakeholders that should be involved in this Digital Assessment, and what role do they play in its success?

Which departments or mission areas are most critical for us to evaluate as part of this project?

What are the key processes in your organization that should be included in the scope of this assessment?

What are the biggest challenges or inefficiencies you currently face in your digital processes?

Are there variations in how processes are performed across different locations, and how significant are those differences?

What opportunities for improvement or optimization do you think exist within your current digital environment?

What near-term improvements (quick wins) would you like to identify as part of this assessment?

What long-term goals or outcomes do you hope this Digital Assessment will help define for the organization?

What level of leadership commitment and resources (time, personnel, budget) are available to support this Digital Assessment project?

How do you see this Digital Assessment aligning with other organizational initiatives or priorities?