Digital Transformation Starter Checklist | Miyens
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Digital Transformation Starter Checklist

Audit your organisation across 5 dimensions — processes, customer experience, people, data, and technology. Tick what's in place and get a real-time readiness score that tells you exactly where to focus first.

What's Inside the Checklist

Most businesses start digital transformation by buying a tool. This checklist helps you do it the right way — audit what's actually in place before deciding what comes next. 25 items across 5 business dimensions, with a readiness score that updates in real time as you tick.

01

Process & Operations (6 Items)

Are your core workflows documented and measurable? This section checks whether your business can run reliably without key people in the room — and whether you have automated any of the manual steps that slow you down.

Core processes are documented as SOPs
No single-person dependencies on any critical workflow
Customer data captured digitally at source
At least one process is fully automated
Teams use a shared digital workspace
Process performance is measured with KPIs
02

Customer Experience (5 Items)

Can customers reach and engage with you digitally — and do you have systems that follow up without manual effort? This section checks whether your customer touchpoints are running on systems, not people.

Customers can reach you 24/7 digitally
A CRM or customer database is in active use
At least one customer follow-up is automated
Feedback is collected systematically
Your website generates leads without manual follow-up
03

People & Training (5 Items)

Digital tools only work if your team uses them correctly. This section checks whether your people are trained, whether leadership champions digital adoption, and whether you know where the skills gaps are.

Staff are trained on current tools to full capability
New hires have a structured digital onboarding path
Leadership visibly champions digital tools
A learning culture exists with time for upskilling
Digital skills gaps have been identified with a plan to close them
04

Data & Decisions (5 Items)

Data is only useful if it drives decisions. This section checks whether leadership uses dashboards rather than gut feel, whether there is a single source of truth, and whether reports are generated automatically.

Leadership makes decisions using data dashboards
A single source of truth exists for customer and operational data
Reports are generated automatically by your systems
Leading indicators (not just results) are tracked
Data is accessible to those who need it without requesting it
05

Technology & Security (4 Items)

Are your platforms talking to each other, your data backed up, and your access controls in order? This section checks the foundations that everything else depends on — and whether you have a roadmap for what comes next.

Core systems are integrated and share data automatically
Business data is backed up and has been tested for recovery
Access controls limit system access to what each role requires
A documented digital roadmap exists for the next 12 months

Auto-Generated Output

Real-Time Readiness Score + Actionable Guidance

As you tick items, the checklist calculates your Digital Transformation Readiness Score (0–100%) and shows a tailored action message — whether you're at Early Stage, Building Momentum, or Digitally Mature. Exportable as PDF or Excel.

Live readiness score (0–100%) Stage-based action guidance (Early / Momentum / Mature) Per-section scores to pinpoint the biggest gaps Downloadable PDF and Excel exports
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