Some months ago, we were in the middle of an ERP discovery session with a client’s management team to identify their financial and operations challenges and goals, when I was quietly pulled aside by the CFO.
He looked a little awkward, then he said that he felt that before going any further, he needed to step back and take some time to understand the larger digital transformation (DX) picture. He knew that a new ERP was an essential part of the path forward, but he was unsure where it fitted in their DX strategy, and what else they needed to do. What they should and could aspire to. And how it would impact their current and future technology choices.
Digital transformation it transpired, was something they had embraced in theory, without knowing what they didn’t know. In particular, the alignment between their DX strategy and their technology roadmap.
And they’re not alone.
So, we decided to do something about it. To raise the bar, and turn DX into its own discovery process. To introduce digital transformation strategy workshops as an optional (but recommended) step when introducing business-changing technology.