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Plan Your Digital Transformation on a Page

Take a step closer to your end customers by creating a customer-centric digital strategy.

  • Digital investments often under deliver on expectations of return, and there is no cohesive approach to managing the flow of capital into digital.
  • The focus of the business has historically been to survive technological disruption rather than to thrive in it.
  • Strategy is based mostly on opinion rather than an objective analysis of the outcomes customers want from the organization.
  • Digital is considered a buzzword – nobody has a clear understanding of what it is and what it means in the organization’s context.

Our Advice

Critical Insight

  • The purpose of going digital is getting one step closer to the customer. The mark of a digital organization lies in how they answer the question, “How does what we’re doing contribute to what the customer wants from us?”
  • The goal of digital strategy is digital enablement. An organization that is digitally enabled no longer needs a digital strategy, it’s just “the strategy.”

Impact and Result

  • Focus strategy making on delivering the digital outcomes that customers want.
    • Leverage the talent, expertise, and perspectives within the organization to build a customer-centric digital strategy.
  • Design a balanced digital strategy that creates value across the five digital value pools:
    • Digital marketing, digital channels, digital products, digital supporting capabilities, and business model innovation.
  • Ask how disruption can be leveraged, or even become the disruptor.
    • Manage disruption through quick-win approaches and empowering staff to innovate.
  • Use a Digital Strategy-on-a-Page to spark the digital transformation.
    • Drive awareness and alignment on the digital vision and spark your organization’s imagination around digital.

Plan Your Digital Transformation on a Page Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to understand how digital disruption is driving the need for transformation, and how Info-Tech’s methodology can help.

1. Scope the digital transformation

Learn how to apply the Digital Value Pools thought model and scope strategy around them.

2. Design the digital future state vision

Identify business imperatives, define digital outcomes, and define the strategy’s guiding principles.

3. Define the digital roadmap

Define, prioritize, and roadmap digital initiatives and plan contingencies.

4. Sustain digital transformation

Create, polish, and socialize the Digital Strategy-on-a-Page.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


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The best part was giving thought to how the digital strategy is driven by our circumstance and environment.

Workshop: Plan Your Digital Transformation on a Page

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Scope the Digital Transformation

The Purpose

Identify the need for and use of digital strategy and determine a realistic scope for the digital strategy.

Key Benefits Achieved

The digital strategy project is planned and scoped around a subset of the five digital value pools.




Introduction to digital strategy.


Establish motivation for digital.


Discuss in-flight digital investments.


Define the scope of digital.

  • Business model canvas

Identify stakeholders.

  • Stakeholder power map

Perform discovery interviews.

  • Discovery interview results

Select two value pools to focus day 2, 3, and 4 activities.

  • Two value pools for focus throughout the workshop

Module 2: Design the Digital Future State Vision

The Purpose

Create guiding principles to help define future digital initiatives. Generate the target state with the help of strategic goals.

Key Benefits Achieved

Establish the basis for planning out the initiatives needed to achieve the target state from the current state.




Identify digital imperatives.

  • Corporate strategy analysis, PESTLE analysis, documented operational pain points (value streams)

Define key digital outcomes.

  • Customer needs assessment (journey maps)

Create a digital investment thesis.

  • Digital investment thesis

Define digital guiding principles.

  • Digital guiding principles

Module 3: Define the Digital Roadmap

The Purpose

Understand the gap between the current and target state. Create transition options and assessment against qualitative and quantitative metrics to generate a list of initiatives the organization will pursue to reach the target state. Build a roadmap to plan out when each transition initiative will be implemented.

Key Benefits Achieved

Finalize the initiatives the organization will use to achieve the target digital state. Create a roadmap to plan out the timing of each initiative and generate an easy-to-present document for digital strategy approval.




Identify initiatives to achieve digital outcomes.

  • Digital outcomes and KPIs

Align in-flight initiatives to digital initiatives.

  • Investment/value pool matrix

Prioritize digital initiatives.

  • Digital initiative prioritization

Document architecturally significant requirements for high-priority initiatives.

  • Architecturally significant requirements for high-priority initiatives

Module 4: Define the Digital Roadmap

The Purpose

Plan your approach to socializing the digital strategy to help facilitate the cultural changes necessary for digital transformation.

Key Benefits Achieved

Plant the seed of digital and innovation to start making digital a part of the organization’s DNA.




Review and refine Digital Strategy on a Page.

  • Digital Strategy on a Page

Assess company culture.

  • Strategyzer Culture Map

Define high-level cultural changes needed for successful transformation.


Define the role of the digital transformation team.


Establish digital transformation team membership and desired outcomes.

  • Digital transformation team charter
Plan Your Digital Transformation on a Page preview picture

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.


Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 4-phase advisory process. You'll receive 4 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Scope the digital transformation
  • Call 1: Discuss the value pool methodology and discover the business context.

Guided Implementation 2: Design the digital future state vision
  • Call 1: Understand business drivers and desired digital outcomes; create digital investment thesis.

Guided Implementation 3: Define the digital roadmap
  • Call 1: Prioritize initiatives and create a digital strategy roadmap.

Guided Implementation 4: Sustain digital transformation
  • Call 1: Create a digital strategy with the Digital-Strategy-on-a-Page template and discuss the socialization of digital strategy.


Michael Blair

Gopi Bheemavarapu


  • Djamel Djemaoun Hamidson, Senior Enterprise Architect at CBC/Radio-Canada
  • Simon Lee, Manager of IT Innovation at the Liquor Control Board of Ontario
  • Aaron Rodericks, Open Innovation Lead at Treasury Board of Canada Secretariat
  • 7 anonymous leaders in the digital IT space
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