Day 1: Digital Ambition and Process Redesign Opportunities

Digital Ambition and Business Value

• Connect digitization to defined business outcome
• Distinguish transformation from purchasing new software
• Define tangible employee and manager value
• Choose scope beginning with real problem

Process Inventory and Simplification

• Inventory processes before selecting technology
• Identify steps adding no meaningful value
• Remove approvals offering no risk reduction
• Simplify workflows before implementing automation

User Needs and Solution Requirements

• Interview users to uncover genuine needs
• Translate needs into testable solution requirements
• Prioritize requirements by value and necessity
• Separate preferences from compliance requirements

Day 2: Data Integration Automation and Employee Self-Service

Data Architecture and Integration

• Define an authoritative source per field
• Map data flows between connected systems
• Resolve duplicate and conflicting employee records
• Assign accountability for ongoing data quality

Automation and Self-Service

• Select stable tasks suitable for automation
• Design exceptions requiring informed human judgment
• Provide clear guidance for employee self-service
• Measure time released for strategic work

Technology and Vendor Evaluation

• Build evaluation criteria around defined needs
• Compare current capability and future scalability
• Examine integration support and dependency risks
• Test demonstrations using realistic workplace scenarios

Day 3: Transformation Roadmap and Prototype Demonstration

Digital Security and Privacy

• Classify information according to sensitivity
• Apply access controls based on roles
• Define retention and deletion periods
• Embed privacy from the design stage

Adoption Capability and Benefits

• Analyze groups affected by new system
• Define required user and administrator capabilities
• Measure benefits progressively after implementation
• Address weak adoption using usage evidence

Applied Prototype Demonstration

• Demonstrate a complete user journey
• Show how one exception is handled
• Gather feedback before finalizing requirements
• Evaluate value and risk before reviewers

• Process mapping reveals simplification and digitization opportunities
• A requirements workshop connects users with solutions
• Vendor evaluation balances value risk and integration
• Users review and challenge a working prototype