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DIGITALISATION READINESS CHECKLIST
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Strategy
Clear link between business strategy and digitalisation strategy (business strategy leads) |
See |
Digitalisation strategy matches customer drivers in target segments | See Chapter 1 & Chapter 3 |
Implementation strategy (in-house, COTS, platform, hybrid) matches capabilities and resources in the business | See Chapter 3 |
Understanding the impact of digitalisation on your business mix, profitability, and ability to service non platform customers | See Chapter 1 |
If relying on platform partnership for your delivery strategy, do you have a plan for what happens if the platform arrangement goes sour | See Chapter 3 |
Digitalisation delivery strategy
Does the digitalisation delivery strategy – inhouse, COTS, platform, hybrid - match your strategy in terms of budgeting, “ownership” of customers, capabilities and likely development of digitalisation within your business over time? | See Chapter 3 |
Does your IT delivery strategy and in particular budgeting over time, considered a transformation journey that is likely to include ERP replacement, telematics roll out and data analysis? | See Chapter 4 |
Do you have the skills and capabilities required to deliver your digitalisation delivery strategy and journey over time, or you have a plan to address any skills and capability gaps? |
See |
Organisation of your digitalisation effort
Is the business (relevant functions, operations, sales etc) involved and leading the strategy development and decision making for digital transformation? | See Chapter 4 |
Are you running the digital transformation project as a business transformation project and not just an IT project? | See Chapter 4 |
Do you have a clear business case for the digitalisation transformation? | See Chapter 4 |
Have you aligned the tracking of benefits and results with business KPIs | See Chapter 4 |
Process digitalisation
Do you have a strategy to bring your staff along with you and manage change and business transformation as you digitalise your business processes? | See Chapter 4 |
Does your business process digitalisation strategy cover integration with operational aspects such as sales management, credit control, HR, QHSE? | See Chapter 4 |
Does your process digitalisation strategy consider if, and when, you will need to update your ERP system? | See Chapter 4 |
Telematics implementation / data strategy
Do you have a telematics implementation strategy – which assets, linkage to business processes and how to talk to different telematics solutions? | See Chapter 4 |
Does your digitalisation strategy cover creation of a data lake / warehouse, analysis of data and development of new services and solutions? | See Chapter 4 & Chapter 5 |
Does your digitalisation strategy cover the use of data to transform your business model in areas such as commercial offers, service delivery (depots) asset / fleet management etc? | See Chapter 4 & Chapter 5 |
Go to market / customer engagement
Does you digitalisation strategy align with the different needs of different customer segments | See Chapter 1 |
Have you engaged your digitalisation strategy to empower and transform your sales organisation (see implementation case study) | See Chapter 4 |
Does your sales front end still allow for traditional (phone and in-depot and sales staff engagement) as well as digital engagement (Multi-channel engagement) | See Chapter 4 |
Have you developed the customer journey and support you provide to educate and migrate customers onto digital platforms from traditional servicing |
See Chapter 4 |
Asset management
Does your digitalisation strategy enable efficient and effective fleet management via data analysis and effective forecasting | See Chapter 2 & Chapter 4 |
Does your digitalisation strategy provide data which will inform and drive your procurement decision making | See Chapter 2 & Chapter 4 |
Does your digitalisation strategy deliver increased fleet availability via effective and efficient fleet maintenance | See Chapter 2 & Chapter 4 |
Does your digitalisation strategy use data analysis to drive asset disposal | See Chapter 2 & Chapter 4 |
Proposition development
Does your digitalisation strategy cover how you will reach and engage target market segments and drive customer acquisition | See Chapter 1 , Chapter 2 & Chapter 4 |
Does your digitalisation strategy cover how you will drive customer retention and lock customers in | See Chapter 1 , Chapter 2 & Chapter 4 |
Does your digitalisation strategy cover how you will develop added value services and propositions and develop additional revenue streams for your business | See Chapter 1 , Chapter 2 & Chapter 4 |
Business model development
Does the digitalisation strategy go beyond customer engagement and sales, process transformation and solution development and create a vision of how the business can transform to capitalise on data and customer and market understanding | See Chapter 5 |
Does the business strategy include scenario’s for how competitors may transform their business through digitalisation and how your business will respond | See Chapter 3, Chapter 4 & Chapter 5 |
Does your digitalisation strategy align with the strategies of key customer segments and how digitalisation can support and enable your customers strategic development | See Chapter 1 , Chapter 2 & Chapter 4 |