DigitalAI • Digitalization Assessment Deliverable
Digitalization Assessment — [Company Name]
This document captures the current state, top pain points, and a prioritized roadmap (Now / Next / Later), with scope options for implementation. Fill placeholders in [square brackets].
Quick Fill
Scope of this assessment
[Sales / Operations / Finance / Customer Service / HR / End-to-end]
Business stage
[Startup / Growing SME / Mature SME]
Primary objective
[e.g., reduce lead leakage / speed up delivery / improve visibility]
What “success” looks like (90 days)
[3 bullet outcomes — e.g., response time < 10 mins, 10 hrs/week saved, close rate +15%]
1) Executive Summary (1-minute read)
Business goals (next 90 days)
• [Goal 1]
• [Goal 2]
• [Goal 2]
Top 3 constraints (what’s blocking results)
1) [Constraint #1]
2) [Constraint #2]
3) [Constraint #3]
2) [Constraint #2]
3) [Constraint #3]
NOW (0–30 days)[Quick win theme — reduce friction, stop leakage]
NEXT (30–90 days)[System build theme — standardize workflow, integrate tools]
LATER (90–180 days)[Scale & intelligence — dashboards, AI assistance after stability]
Success metrics (track weekly)
• [Metric 1: e.g., lead response time ↓ from __ to __]
• [Metric 2: e.g., hours saved/week __]
• [Metric 3: e.g., close rate ↑ __%]
• [Metric 2: e.g., hours saved/week __]
• [Metric 3: e.g., close rate ↑ __%]
2) Current State Snapshot
Business model
[B2B/B2C] • Main offer(s): [ ] • Avg deal/order size: [ ]
Team
[# people] • Key roles involved: [Sales/Ops/Finance/Support]
Current tools (as-is)
| Function | Current tool | Notes / gaps |
|---|---|---|
| Sales / CRM | [None / Excel / WhatsApp / HubSpot / etc.] | [e.g., no pipeline visibility, follow-up inconsistent] |
| Operations | [Sheets / ERP / WhatsApp / etc.] | [e.g., handover not standardized] |
| Finance / Accounting | [SQL / Xero / AutoCount / etc.] | [e.g., data re-entry, slow invoicing] |
| Customer Support | [WhatsApp / email / tickets] | [e.g., slow response, repeated questions] |
| Marketing / Content | [FB/IG/LinkedIn/Canva/etc.] | [e.g., inconsistent cadence, no conversion tracking] |
| Automation (if any) | [n8n / Make / Zapier / None] | [e.g., no integrations, manual triggers] |
Workflow overview (current)
Lead → [ ] → Quote → [ ] → Invoice → [ ] → Delivery → [ ] → After-sales → [ ]
3) Pain Points & Evidence (fill 3–6 max)
Keep it business-impact, not tool requests. Capture symptoms, likely root cause, and evidence.
Pain Point #1: [Title — e.g., “Leads drop after first enquiry”]
Where it happens
[Sales / WhatsApp / follow-up / handover]
Likely root cause
[Process gap / tool gap / unclear ownership / missing data]
Symptoms
• [Symptom 1]
• [Symptom 2]
• [Symptom 2]
Impact (time / cost / revenue / risk)
Time: [__ hrs/week] • Revenue: [missed deals/month __] • Risk: [errors/complaints]
Evidence shared
[Example notes, incidents, screenshots, numbers]
Pain Point #2: [Title]
Where it happens[ ]
Likely root cause[ ]
Symptoms• [ ]
• [ ]
• [ ]
Impact[Time/Revenue/Risk]
Evidence shared[ ]
Pain Point #3: [Title]
Where it happens[ ]
Likely root cause[ ]
Symptoms• [ ]
• [ ]
• [ ]
Impact[Time/Revenue/Risk]
Evidence shared[ ]
4) Prioritization Score (Quick Decision)
Score each pain point 1–5. Total helps you pick the highest-leverage first move.
| Pain Point | Revenue Impact (1–5) | Cost/Time Impact (1–5) | Risk Impact (1–5) | Speed-to-Win (1–5) | Total |
|---|---|---|---|---|---|
| #1 [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| #2 [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
| #3 [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
Top priority to solve first
[Pain Point #__] — because [1–2 sentences tied to metrics]
5) Recommended Roadmap (Now / Next / Later)
NOW (0–30 days): Quick Wins
Objective
[e.g., reduce response time + stop lead leakage]
Actions (choose 1–3)
□ Standardize intake (form / WhatsApp script / lead capture)
□ Auto follow-up reminders + pipeline tracking
□ Quote/invoice templates + approval checklist
□ Basic weekly dashboard (numbers that matter)
□ Auto follow-up reminders + pipeline tracking
□ Quote/invoice templates + approval checklist
□ Basic weekly dashboard (numbers that matter)
Expected outcomes
• [Outcome 1]
• [Outcome 2]
• [Outcome 2]
Owner (client) + support needed
Owner: [Name/Role] • Needed: [access, data, approvals]
NEXT (30–90 days): System Build
Objective
[e.g., systemize the workflow end-to-end + reduce rework]
Build items
• Workflow #1: [Lead → Close]
• Workflow #2: [Delivery → After-sales]
• Integration needs: [CRM ↔ accounting ↔ WhatsApp/email]
• SOP + roles: [who owns what]
• Workflow #2: [Delivery → After-sales]
• Integration needs: [CRM ↔ accounting ↔ WhatsApp/email]
• SOP + roles: [who owns what]
Expected outcomes
□ Less rework □ Better visibility □ Faster cycle time □ Higher customer satisfaction
LATER (90–180 days): Scale & Intelligence
Objective
[e.g., forecasting + AI assistance after workflow stability]
Candidates