For more information email consulting@cre8inc.com

1. HOW TO DEVELOP A BUSINESS-PROCESS-FOCUSED
DIGITAL TRANSFORMATION PLAN
CHECKLIST (TAKEAWAY)
George Dunn
President
CRE8 Independent Consultants
dunn@cre8inc.com
206-556-5958
www.cre8inc.com

2. Digital Transformation Plan
 Establish Study Scope
• Enterprise *
• Department
• Group
• Individual (Repeatable)
 Identify Digital Technologies to be Assessed
 Provide Education
 Interview (Value-Score Score Current Processes)
• Description
• Issues and Challenges
• Errors / Quality
• Service /Friction
• Compliance
• Risk (Audit, Press, Litigation)
• Volume / FTE
 Develop Group, Cross-Functional, Department, and Enterprise
Report, Include Cost/Benefit
 Develop Multi-Year Roadmap
BUSINESS-PROCESS-FOCUSED DIGITAL
TRANSFORMATION CHECKLIST

3. For Top Processes Identified
Map Current State
• Process / Issues
• KPIs
Map Future State (Lean, Six Sigma, TQM, Re-engineering)
• Goals / Process / Needs
• KPIs
Identify Procedural (Non-Technology) Change Plan *
Develop Technology Application Design Requirements
• Conceptual
• Detailed (Select Vendor, If Not In Place)
Develop Detailed Project Plan and Timeline
Implement, Develop Documentation and Quality
Assurance Testing
Library
Measure / Adjust
BUSINESS-PROCESS-FOCUSED DIGITAL
TRANSFORMATION CHECKLIST

4. Important to Develop A Re-usable Framework To Support
 Ongoing Adjustments To The Organization
• Process
• Customer
• FTE
• Risk
• New Direction
 Other Digital Transformation Technologies
• RPA
• Workflow
• ECM/ERM
• E-signature
• Machine Learning
• AI
• E-Governance
BUSINESS-PROCESS-FOCUSED DIGITAL
TRANSFORMATION CHECKLIST

5. GEORGE DUNN, PRESIDENT CRE8 INDEPENDENT CONSULTANTS
Since 1995, CRE8 Independent Consultants has assisted hundreds of
organizations with Digital Transformation Planning, Process
Improvement and Update of Governance Programs.
• Technology planning includes RPA, digital workflow, electronic
content/records management, e-signatures, AI, machine learning,
recognition, and complex system replacement planning.
• Process improvement services includes total quality management,
re-engineering, business process management, lean, six sigma,
friction-less, and helping organizations to work better.
• Review and update/improve information governance policies,
procedures, schedules, and programs.
We have assisted over 300 organizations, across all industries, that
range in size from 25 to 250,000 employees. As independent
consultants we provide an independent voice regarding technology
abilities, planning, return on investment, transformation, and vendor
selection/management.