Digital Transformation Workshop Outline

Review of company information on product direction, customer interaction process, market, and competitors
Interviews with key people (CTO, CEO, CFO, COO, key business leaders) to understand current business processes, customer/supplier interactions, areas of excellence & concerns, business needs, & future desires.
Review of external competition and their business models.
Interviews with current process leaders and selected individuals to understand daily process flow.
Develop a baseline of current business processes, successes, & concerns.
Identification of participants, workshop goals, and team exercises.

(Note: Actual exercises will be selected and adapted during planning to meet the needs of the company and participants. These will vary.)

review a business case for a related digital transformation success
review a business case of an orthogonal digital transformation
Prepare a short list (3-5 items) of things you believe would transform business process

Review of company vision, mission, and product/services direction
Customer demographics (current/ expected future)
A short review of the SWOT model
Team exercise: SWOT analysis of 1 or 2 current or potential competitors.
Team identification of unique value-add elements their company has relative to competitors
Overview of a current business process to be dissected
Team exercise: Identification of value-add steps, costly steps, and wasted process steps in the business process
Value stream analysis primer
Team exercise: Groups will redesign process using value stream and lead techniques.
Teams will report results. Group voting used to identify best elements
Group activity to align best elements into a new combined process design.
Group walkthrough of the new process to identify requirements and gaps
Group exercise to identify next 5 actions to take following the workshop

A summary report outlining the day, learning, activity results, and recommendations for moving forward.