CLIENT ENGAGEMENTClient XYZ
Digital Maturity & TransformationASSESSMENT + DISCOVERY
See the whole picture.
Start with what is true.
We’ll document how work happens today, inventory the technology that supports it, and place the current state within a consistent digital maturity model.
WHAT WE NEED
Evidence organized around the decisions ahead.
CURRENT MATURITY
Ten dimensions. One evidence-backed baseline.
1 AD HOC5 OPTIMIZED
Tilly Advisory Digital Maturity Assessment™
FUTURE-STATE DESIGN
Define what must change.
Sequence what matters.
Current and target maturity levels turn discovery into a focused gap analysis, an executable 6–12 month delivery plan, and a three-year roadmap.
DELIVERY PATH
Immediate priorities, then a three-year horizon.
EXECUTION
Move from roadmap
to measurable delivery.
Approved Phase 1 priorities become governed workstreams with clear owners, timing, decisions, and health indicators.
WORKSTREAM PORTFOLIO
Approved and proposed initiatives
| Workstream | Accountable owner | Timing | Status | Health |
|---|
Decisions stay visible
Scope, tradeoffs, owners, and approvals are captured where the work happens.
Value arrives in increments
Work is sequenced to reduce risk and prove value before scaling.
Adoption starts now
People, behavior, and readiness are treated as delivery work—not an afterthought.
ADOPTION + SUSTAINABILITY
Make the change stick.
Keep the systems healthy.
Successful delivery includes the behaviors, ownership, support, measurement, and maintenance required to sustain value after implementation.
ADOPTION
Behavior and capability
- Executive sponsorship remains visible
- Role-based learning is complete
- Champions reinforce new ways of working
- Usage and behavior signals are reviewed
SYSTEM HEALTH
Ownership and maintenance
- Business and technical owners are named
- Support and escalation paths are tested
- Access, backup, security, and lifecycle controls operate
- Vendor and platform performance is reviewed
VALUE
Outcomes and improvement
- Success metrics have a baseline and target
- Benefits are reported to leadership
- Friction and enhancement requests are prioritized
- The roadmap is refreshed as needs evolve
SUSTAINABILITY SCORECARD
What healthy looks like
85%+active-user adoption
90%role proficiency
100%critical controls owned
Quarterlyvalue + roadmap review