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The Digital Transformation Self-Assessment is a short questionnaire that will:
Illustrate where you stand today, from 0-100%.
Show you how you are doing in your department (whether you work in sales, customer service, accounting, HR, document management or marketing).
Help you identify areas where you can make productivity gains.
1. Where do you consider yourself in the journey to digitize and automate the processes of your company or department?
*
1 - Beginner
2 - A bit of experience
3 - Intermediate
4 - A lot of experience
5 - Advanced
2. Is there key information for your company/department (such as Contacts, Quotes, Pricing, Invoices, Status, Interactions, etc.) that has a single point of failure? Meaning that if the employee that has the information loses it, it will be very hard to get it back.
*
1 - Everything is at risk
2 - A lot is at risk
3 - Half and half
4 - Most information is safe
5 - All information is safe, no risk of loss
3. On a daily or weekly basis, is there key information (such as Contacts, Quotes, Pricing, Invoices, Status, Interactions, etc.) that is still being manually entered/imported in multiple systems? Meaning that systems don't share information automatically.
*
1 - Everything is manual
2 - A lot is manual
3 - Half and half
4 - Most information is shared automatically
5 - All systems share information automatically
4. On a monthly basis, what percentage (%) of managers' time is spent asking, calling, emailing employees to get status information on their work, and putting that information together so as to see the big picture and KPI/goal achievement?
*
0%
2%
5%
10%
20%
30%
40%+
5. On a monthly basis, what percentage (%) of managers' time is spent reminding employees of their tasks, priorities and the next thing or follow-up they should do?
*
0%
2%
5%
10%
20%
30%
40%+
6. Managers and employees have remote and mobile access to the information and documents they need to do their job.
*
1 - No remote access
2 - A bit of remote access
3 - Half of what they need is remotely accessible
4 - Remote access to most systems
5 - Full remote access to all their systems
7. On a daily or weekly basis, are colleagues able to hand-off tasks, projects, customers to each other in a way that is consistent and with all background information related to the topic?
*
1 - Hand-offs create serious issues
2 - Hand-offs are possible but tedious
3 - Hand-offs are manageable but with information loss
4 - Most hand-offs go well
5 - Hand-offs are easy and without information loss
8. What percentage (%) of time is wasted in your company/department on double/triple data entry or fixing errors due to information not being shared or entered properly into systems?
*
0%
1%
2%
5%
10%
15%
20%+
9. What percentage (%) of budget or revenue do you estimate is lost in your company/department due to tasks/opportunities being forgotten/not followed-up upon in a timely fashion?
*
0%
1%
2%
5%
10%
15%
20%+
10. Is it easy for team members to have visilibility/awareness about what their colleagues are working on in a way that helps their own decision making and strenghtens teamwork?
*
1 - No visibility unless they talk to each other
2 - A bit of visibility
3 - Visibility on half of what is going on
4 - Visibility on most activities or projects
5 - Visibility on all activities or projects
11. Do you want to answer questions specific to SALES departments/processes?
*
Yes
No (skip those questions)
12. Do you want to answer questions specific to CUSTOMER SERVICE departments/processes?
*
Yes
No (skip those questions)
13. Do you want to answer questions specific to ACCOUNTING departments/processes?
*
Yes
No (skip those questions)
14. Do you want to answer questions specific to HR departments/processes?
*
Yes
No (skip those questions)
15. Do you want to answer questions specific to DOCUMENTATION MANAGEMENT departments/processes?
*
Yes
No (skip those questions)
16. Do you want to answer questions specific to MARKETING departments/processes?
*
Yes
No (skip those questions)
17. What are the most pressing issues in your company/department that you want to address with Digital Transformation?
18. What result or benefit do you expect for your company/department from moving forward with Digital Transformation?