Digital Transformation Toolkit - Framework, Best Practices and Templates

Digital Transformation Toolkit
Overview and 3-Phase Approach
Created by ex-McKinsey, Deloitte &
BCG Management Consultants.

This Slideshare Powerpoint presentation is only a small preview of our
Toolkit. You can download the entire Toolkit at www.slidebooks.com
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Context
Forecasts suggest that by 2030 around 50 billion of connected devices will be in use around the world, creating a
massive web of interconnected devices spanning everything from smartphones to kitchen appliances.
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2018 2025 2030
22 billion
38 billion
50 billion
Source: Statista
Number of connected devices worldwide
Undertaking a successful digital transformation for your organization is becoming more important than ever

Context
There are 6 core technology trends that make Digital Transformation possible.
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Social
Media
Cloud
Computing
Big Data
Internet
of Things
Cyber-
security
Mobility
Digital
Transformation
Websites and applications that enable users to create and share content
or to participate in social networking (e.g. Facebook, Twitter).
The practice of using a network of remote servers
hosted on the Internet to store, manage, and
process data, rather than a local server or a
personal computer.
Extremely large data sets that may be analyzed
computationally to reveal patterns, trends, and
associations, especially relating to human
behavior and interactions.
A development of the Internet in which everyday objects have
network connectivity, allowing them to send and receive data.
Cybersecurity is the body of technologies,
processes and practices designed to protect
networks, computers, programs and data from
attack, damage or unauthorized access.
The use of mobile devices which transformed
how people interact, consume information and
services, collaborate, and work.

Problem
Transformations are hard, and digital ones are harder
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According to a survey conducted by the #1 global consulting firm McKinsey, only 16 percent of executives say that their
organizations’ digital transformations have successfully improved performance and also equipped them to sustain
changes in the long term.
Even digitally savvy industries, such as high tech, media, and telecom, are struggling. Among these industries, the
success rate does not exceed 26 percent. But in more traditional industries, such as oil and gas, automotive,
infrastructure, and pharmaceuticals, digital transformations are even more challenging: success rates fall between 4 and
11 percent.

Traditional Solution
To solve this problem, companies usually hire management consultants from tier-one management
consulting firms. Whereas this solution works well, not everyone can afford it.
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To help them increase the value creation of their digital transformation, most tier-one companies (e.g. Apple, Procter & Gamble, Google,
Amazon, etc.) are hiring management consultants from the following management consulting firms:
Whereas this solution usually brings a tremendous return on investment, not every business can afford to spend $300k+ to hire of couple
of McKinsey, Deloitte or BCG Management Consultants.

Our Solution
Our management consulting firm decided to create an affordable Digital Transformation Toolkit that will help you
undertake a successful digital transformation for your organization (or your client if you are a management consultant).
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The Digital Transformation Toolkit includes:
Toolkits
Tools
Templates
Step-by-step Tutorials
Real-life Examples
Best Practices
Support from Tier-1
Management
Consultants
Frameworks

Objectives
The Digital Transformation Toolkit includes frameworks, tools, templates, tutorials, real-life examples and
best practices to help you:
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• Undertake a successful digital transformation with a simple and comprehensive 3-phase approach: (I) Assess the Environment,
Performance and Digital Maturity of the Organization, (II) Define & Communicate the Digital Transformation Strategy & Plan, (III)
Implement, Track & Manage Progress
• Assess the Environment, Performance and Digital Maturity of the Organization: (1) Market analysis, (2) Competitor analysis, (3)
Company performance, (4) SWOT summary of the key business insights, (5) Digital maturity model - Current state
• Define & Communicate the Digital Transformation Strategy & Plan: (1) Digital maturity model - Target state, (2) Strategic objectives,
team & budget, (3) Technologies to consider to reach our digital transformation strategic objectives, (4) Potential initiatives to reach our
strategic objectives, (5) Business cases and financial models, (6) Digital transformation initiatives prioritization, (7) Digital transformation
plan, (8) Detailed plan for each initiative, (9) Change management strategy and plan, (10) Communication strategy and plan
• Implement, Track & Manage Progress: (1) Governance rules, (2) Digital transformation strategic objectives and KPIs status, (3) Digital
transformation plan status, (4) Detailed status of each initiative, (5) Change management strategy and plan status, (6) Communication
strategy and plan status, (7) Digital transformation lessons learned
• Define the key success factors of a Digital Transformation
• Build a strong business case and financial model to get your digital transformation projects approved by the executive committee
• Estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc.
• Define and implement your change management strategy & plan to ensure people adoption of the changes
• Prioritize a company’s potential initiatives based on impact and effort, and build your roadmap
• Get an understanding of the top 12 main New Technologies that could make your company grow in a profitable way: Big Data,
Artificial Intelligence, Cloud Computing, Cyber security, Blockchain, Internet of Things, Digital Marketing, 3-D Printing, etc.
• Manage your stakeholder effectively with our stakeholder analysis process and matrix

Key Success Factors
After undergoing 30+ Digital Transformations over the past 20 years, we identified that all the
Great Digital Transformations have the following 5 key success factors in common:
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5.An effective and
efficient Governance
To build an effective and efficient governance and easily track and manage progress, it is very important:
• To have one person accountable for the success of each initiative
• To have weekly meeting and user-friendly dashboards at the Digital Transformation Program level and at the initiative level
• To print in A1 all the dashboards and put them on a wall. Alternatively, you can also recreate on a wall the dashboards with
stickers, tapes and post-its
4.A clear Strategy to
ensure people
adoption of the
changes
To ensure that executives, managers, employees and customers understand the “why”, the “what” and the “how”, it is critical to craft
a comprehensive Change Management Strategy & Plan that includes:
• An impact assessment
• A communication plan, a training plan and a coaching plan
• A resistance management plan
3.An effective
process to prioritize
initiatives
To effectively prioritize a long list of initiatives, the use of a 2 by 2 matrix with the following 2 dimensions is very useful:
• Impact (e.g. Cost savings, Incremental revenue)
• Effort (e.g. Time frame required, human resources, financial resources)
2.A simple but
comprehensive
Business Case for
each key initiative
Each key initiative needs to have a simple and comprehensive Business Case with key components such as:
• The initiative objectives, scope & approach
• Expected Deliverables & Business Outcomes
• Costs, benefits and net present value
1. A robust Digital
Transformation
Strategy & Plan
A Strategy without execution is a dream. But execution without strategy is a nightmare. That is why it is so critical to first spend some
time crafting a robust Digital Transformation Strategy & Plan, which should include key components such as:
• The digital transformation strategic objectives
• The key initiatives required to reach the strategic objectives
• The human and financial resources required to complete the key initiatives

3-Phase Approach
The Digital Transformation Toolkit includes a 3-Phase Approach that we built and refined over the past 20 years, by constant trial
and error. The good news is that you don’t have to waste your time, energy and money going through that lengthy trial-and-error
process. You can simply leverage our work and customize it based on the specificities of your organization.
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Phase I: Assess the Environment,
Performance and Digital Maturity of the
Organization
Phase II: Define & Communicate the
Digital Transformation Strategy & Plan
Phase III: Implement, Track & Manage
Progress
1. Market analysis
2. Competitor analysis
3. Company performance
4. SWOT summary of the key business insights
5. Digital maturity model - Current state
1. Governance rules
2. Digital transformation strategic objectives and
KPIs status
3. Digital transformation plan status
4. Detailed status of each initiative
5. Change management strategy and plan status
6. Communication strategy and plan status
7. Digital transformation lessons learned
1. Digital maturity model - Target state
2. Strategic objectives, team & budget
3. Technologies to consider to reach our digital
transformation strategic objectives
4. Potential initiatives to reach our strategic
objectives
5. Business cases and financial models
6. Digital transformation initiatives prioritization
7. Digital transformation plan
8. Detailed plan for each initiative
9. Change management strategy and plan
10.Communication strategy and plan

In the next slides, you’ll see a small preview of the Phase 1
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Performance and Digital Maturity of
the Organization
Progress
1. Market analysis
1. Governance rules
KPIs status
objectives

The PESTLE
Framework will help
us analyze the
environment in which
our Business operates
PESTLE
Purpose
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PESTLE Analysis
Replace this text with the key takeaway of this Powerpoint slide.
PESTLE
S
E L
Legal
• Replace the text by your own text
Environmental
P
E
T
Technological
Political
Economical
Social
13

PESTLE Analysis
PESTLE
S
E L
Legal
Environmental
P
E
T
Technological
Political
Economical
Social
14
Insert here any political factors that impact or could
potentially impact the Business. These political factors
can be local, national or international.
Examples: A new government, a new initiative, a change
of policy, etc.
Insert here any Economical factors that impact or could
potentially impact the Business.
Examples: A change in disposable income, an economic
downturns, the availability of bank loans, etc.
Insert here any Sociological factors that impact or could
potentially impact the Business.
Examples: The demographic change of a company’s
customers, a change in the cultural habits of the
population, a change in lifestyle, etc.

PESTLE Analysis
PESTLE
S
E L
Legal
Environmental
P
E
T
Technological
Political
Economical
Social
15
Insert here any Technological factors that impact or could potentially impact the Business.
Examples: A new software, device, patents, etc.
Insert here any Legal factors that impact or could potentially impact the Business.
Examples: International selling laws, health and safety requirement, Data protection,
competitive regulations, employment law, etc.
Insert here any Environmental factors that impact or could potentially impact the Business.
Examples: the use of plastic bags for goods, the use of electrical cars, customer values,
environmental regulations, etc.

Digital maturity assessment
Description (1/2)
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Level 1 - Basic Level 2 - Medium Level 3 - Good Level 4 - World-class
Customer
Experience
• Only a single channel, which is often a physical
store
• React to customer needs
• Multiple channels but often siloed, with the
ecommerce department often seen as a
separate entity
• Start to proactively answer customer needs, and
influence buying decisions
• Actively transitioning from a multi channel to an
omni-channel model
• Proactively answer customer needs, and
influence buying decisions
• Omni-channel model where channels are
integrated, allowing a seamless customer
experience
• Meet the needs of customers even before they
become aware of those needs (with Internet of
Things)
Data &
Insights
• Barely no data
• Barely no insight
• The company has some data
• A team of people manually analyze and provide
insight to the rest of the company
• The company has a Big Data solution gathering
a lot of data
• Automatic reporting with key insights
• Almost a 360-degree view of the customer
• The company has a Big Data solution gathering
a lot of data
• Automatic reporting providing a lot of key
insights in real time
• A 360-degree view of the customer
This digital maturity assessment will help identify where you
are today and where you want to be in the future. It includes
10 sections spread in 2 slides, which may have to be updated
based on the specificities of your industry and organization.
Buy the Digital Transformation Toolkit to unlock content
Visit Website
Part of the Digital Transformation Toolkit

See below 4 screenshots from the Phase 1.
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Company performance
SWOT summary of the key business insight
Market Profitability
Digital maturity model - Current state

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Organization
Progress
1. Market analysis
1. Governance rules
KPIs status
objectives

Digital Transformation Lean
Business Case
CEO: insert your own text
Chief Digital Officer: insert your own text
Author: insert your own text
Board Meeting Date: insert your own text
Version No: E.g. 1.0 for final / 0.1 for drafts
Bank Corp

Introduction
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• This presentation is a Digital Transformation Lean Business Case presented to the Board of one of our
clients, a leading European retail bank.
• The objective was to convince the Board to invest $100 million in a Digital Transformation Program.
• The name and data have been changed for confidentiality reasons.

• Bank Corp’s shareholders expect an ambitious compound annual revenue growth rate of 15% over the next 5 years
• The Banking industry is mature, with an expected compound annual revenue growth rate of only 3% over the next 5 years
• A Business model shift is required in order to meet our shareholders expectations
Situation
Executive Summary
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We recommend to invest $100 million in a Digital Transformation Program in order to shift our business model from a linear Value Chain model to a digital ecosystem model
Recommendation
An increasingly “digitally
friendly world”
A low Digital Maturity within
Bank Corp
A digital model would drive
profitable growth
A great return on investment
Reason #1 Reason #2 Reason #3 Reason #4
• The number of connected devices
worldwide will be 50+ Billion in 2020
• The use of the online and mobile
channels are becoming increasingly
important in the banking industry
• The digital maturity of Bank Corp
customer experience is low
• The digital maturity of Bank Corp
operations is low
• A digital ecosystem model would
generate $150+ million of additional
revenue over the next 5 years
• A digital ecosystem model would
generate circa $50+ million of cost
savings over the next 5 years
• These additional revenue and cost
savings would be driven by 5 key
projects
• Investing $100 Million in a digital
ecosystem model would generate a
100%+ return on investment

Situation
Bank Corp’s shareholders expect an ambitious compound annual
revenue growth rate of 15% over the next 5 years
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1.00
1.15
1.32
1.52
1.75
2016 2017 2018 2019 2020
Bank Corp Expected Profit
(in Billion $)
Compound annual revenue growth rate: +15%

Digital Marketing 3-D Printing Drones Robots Virtual Reality
Big Data Artificial Intelligence Cloud Computing Cyber Security Blockchain Internet of Things
Augmented reality
Technologies to consider to reach our Strategic Objectives
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It is important to have a good understanding
of each new technology, even if it seems like
it is not applicable in your industry or no one
is doing it in your industry. After studying all
the new technologies, you may find new
ideas to improve your business, or even
disrupt your own business model

Why are we considering the Big Data for our organization?
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Big data is a term that describes the large volume of data, both structured and unstructured, that inundates a business on a day-to-day
basis. But it’s not the amount of data that’s important. It is what organizations do with the data that matters. Big data can be analyzed for
insights that lead to better tactical and strategical decisions.
While the term “big data” is relatively new, the act of gathering and storing large amounts of information for eventual analysis is ages old.
The concept gained momentum in the early 2000s when industry analyst Doug Laney articulated the now-mainstream definition of big
data as the three Vs:
• Volume: Organizations collect data from a variety of sources, including business transactions, social media and information from
sensor or machine-to-machine data. In the past, storing it would’ve been a problem, but today, new technologies have eased the
challenge.
• Velocity: Data streams in at an unprecedented speed and must be dealt with in a timely manner. RFID tags, sensors and smart
metering are driving the need to deal with torrents of data in near-real time.
• Variety: Data comes in all types of formats, from structured, numeric data in traditional databases to unstructured text documents,
email, video, audio, stock ticker data and financial transactions.
The amount of data in our world has been exploding, and analyzing large data sets will become a key basis of competition, underpinning
new waves of productivity growth, innovation, and consumer surplus, according to research by MGI and McKinsey's Business Technology
Office.
The next slides deep dive in each
technology

Examples of industry using Big Data
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Government
Manufacturing
Banking
Health care
Retail
Education
With large amounts of information streaming in from
countless sources, banks are faced with finding new and
innovative ways to manage big data. Big Data and
Analytics help banks better understand customers and
minimize risk. Big data brings big insights, but it also
requires financial institutions to stay one step ahead of
the game with advanced analytics.
Educators armed with data-driven insight can make a
significant impact on school systems, students and
curriculums. By analyzing big data, they can identify at-
risk students, make sure students are making adequate
progress, and can implement a better system for
evaluation and support of teachers and principals.
When government agencies are able to harness and
apply analytics to their big data, they gain significant
ground when it comes to managing utilities, running
agencies, dealing with traffic congestion or preventing
crime. But while there are many advantages to big data,
governments must also address issues of transparency
and privacy.
Patient records. Treatment plans. Prescription
information. When it comes to health care, everything
needs to be done quickly, accurately, and, in some cases,
with enough transparency to satisfy stringent industry
regulations. When big data is managed effectively, health
care providers can uncover hidden insights that improve
patient care.
Armed with insight that big data can provide,
manufacturers can boost quality and output while
minimizing waste – processes that are key in today’s
highly competitive market. More and more manufacturers
are working in an analytics-based culture, which means
they can solve problems faster and make more agile
business decisions.
Customer relationship building is critical to the retail
industry – and the best way to manage that is to manage
big data. Retailers need to know the best way to market
to customers, the most effective way to handle
transactions, and the most strategic way to bring back
lapsed business. Big data remains at the heart of all
those things.
The next 15 slides are self
explanatory and do not include any
comments or instructions

Where does Big Data come from?
The sources for big data generally fall into one of three categories
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Social media
data
Publicly
available data
Streaming data
This category includes data that reaches your IT systems from a web of connected
devices, often part of the IoT. You can analyze this data as it arrives and make decisions
on what data to keep, what not to keep and what requires further analysis.
The data on social interactions is an increasingly attractive set of information,
particularly for marketing, sales and support functions. It's often in unstructured or
semistructured forms, so it poses a unique challenge when it comes to consumption and
analysis.
Massive amounts of data are available through open data sources like the US
government’s data.gov, the CIA World Factbook or the European Union Open Data
Portal.

Overarching Digital Transformation Plan in Excel
You’ll see below a screenshot of our Overarching Digital Transformation Plan.
For more details, open the excel document “Digital Transformation Plan”
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28
Project Financials in Excel
Strategic Objectives and KPIs
Change Impact Assessment
Lean Business Case

29
Organization
Progress
1. Market analysis
1. Governance rules
KPIs status
objectives

Dashboard - KPIs Status
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Slightly behind target Meeting target or above target
Significantly behind target
Insert the Digital Transformation Strategic
Objectives #1
(e.g. Increase sales)
Digital Transformation Strategic Objectives KPIs
• e.g. Sales from BU 1
• Insert KPI
• Insert KPI
Targets
• e.g. +15%
• Insert Target
• Insert Target
Objectives #2
(e.g. Decrease cost)
• Insert KPI
• Insert KPI
• Insert KPI
• Insert Target
• Insert Target
• Insert Target
Objectives #3
(e.g. Increase customer satisfaction)
• Insert KPI
• Insert KPI
• Insert KPI
• Insert Target
• Insert Target
• Insert Target
Objectives #4
(e.g. Increase employee satisfaction)
• Insert KPI
• Insert KPI
• Insert KPI
• Insert Target
• Insert Target
• Insert Target
Status

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Governance Rules
Dashboard for each Initiative
Weekly Meeting Agenda
Initiative Status Report

Structure of the Toolkit
The Digital Transformation Toolkit includes 400 Powerpoint slides and 30 Excel sheets categorized in 4
folders that you can download on your device immediately after your purchase.
32
1 2 3 4
Overview and 3-phase approach Phase I: Assess the Environment,
Performance and Digital Maturity of
the Organization
Digital Transformation Strategy &
Plan
Phase III: Implement, Track &
Manage Progress
400 editable Powerpoint slides* 30 editable Excel sheets*
+
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.

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