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Digital Vision & Roadmap

Digital Vision & Roadmap

Develop a clear digital vision and a structured roadmap for your digital transformation with us. We help you define your goals and plan the path to achieving them systematically.

  • ✓Development of a clear digital vision for the future
  • ✓Creation of a detailed transformation roadmap
  • ✓Definition of measurable milestones and KPIs
  • ✓Prioritization of strategic initiatives

Your strategic success starts here

Our clients trust our expertise in digital transformation, compliance, and risk management

30 Minutes • Non-binding • Immediately available

For optimal preparation of your strategy session:

  • Your strategic goals and objectives
  • Desired business outcomes and ROI
  • Steps already taken

Or contact us directly:

info@advisori.de+49 69 913 113-01

Certifications, Partners and more...

ISO 9001 CertifiedISO 27001 CertifiedISO 14001 CertifiedBeyondTrust PartnerBVMW Bundesverband MitgliedMitigant PartnerGoogle PartnerTop 100 InnovatorMicrosoft AzureAmazon Web Services

Strategic planning of your digital future

Why ADVISORI?

  • Many years of experience in strategy development
  • Proven methods and tools
  • Practice-tested approach
  • Focus on feasibility
⚠

Why a digital vision matters

A clear digital vision provides orientation and motivation for digital transformation. It helps to align all stakeholders toward a common goal and to deploy resources effectively.

ADVISORI in Numbers

11+

Years of Experience

120+

Employees

520+

Projects

We follow a structured approach that takes your individual requirements into account.

Our Approach:

Analysis of the current situation

Vision Development

Roadmap Development

Action planning

Implementation support

"Developing a clear digital vision and roadmap was the key to our successful digital transformation."
Asan Stefanski

Asan Stefanski

Head of Digital Transformation

Expertise & Experience:

11+ years of experience, Applied Computer Science degree, Strategic planning and management of AI projects, Cyber Security, Secure Software Development, AI

LinkedIn Profile

Our Services

We offer you tailored solutions for your digital transformation

Vision Development

Development of an inspiring and realistic digital vision.

  • Stakeholder Workshops
  • Trend and market analysis
  • Scenario development
  • Vision Statement

Roadmap Development

Creation of a detailed transformation roadmap.

  • Milestone planning
  • Resource planning
  • Risk analysis
  • KPI definition

Implementation Support

Professional support during implementation.

  • Change Management
  • Project Management
  • Stakeholder Management
  • Performance measurement

Looking for a complete overview of all our services?

View Complete Service Overview

Our Areas of Expertise in Digital Transformation

Discover our specialized areas of digital transformation

Digital Strategy

Development and implementation of AI-supported strategies for your company's digital transformation to secure sustainable competitive advantages.

▼
    • Digital Vision & Roadmap
    • Business Model Innovation
    • Digital Value Chain
    • Digital Ecosystems
    • Platform Business Models
Data Management & Data Governance

Establish a robust data foundation as the basis for growth and efficiency through strategic data management and comprehensive data governance.

▼
    • Data Governance & Data Integration
    • Data Quality Management & Data Aggregation
    • Automated Reporting
    • Test Management
Digital Maturity

Precisely determine your digital maturity level, identify potential in industry comparison, and derive targeted measures for your successful digital future.

▼
    • Maturity Analysis
    • Benchmark Assessment
    • Technology Radar
    • Transformation Readiness
    • Gap Analysis
Innovation Management

Foster a sustainable innovation culture and systematically transform ideas into marketable digital products and services for your competitive advantage.

▼
    • Digital Innovation Labs
    • Design Thinking
    • Rapid Prototyping
    • Digital Products & Services
    • Innovation Portfolio
Technology Consulting

Maximize the value of your technology investments through expert consulting in the selection, customization, and seamless implementation of optimal software solutions for your business processes.

▼
    • Requirements Analysis and Software Selection
    • Customization and Integration of Standard Software
    • Planning and Implementation of Standard Software
Data Analytics

Transform your data into strategic capital: From data preparation through Business Intelligence to Advanced Analytics and innovative data products – for measurable business success.

▼
    • Data Products
      • Data Product Development
      • Monetization Models
      • Data-as-a-Service
      • API Product Development
      • Data Mesh Architecture
    • Advanced Analytics
      • Predictive Analytics
      • Prescriptive Analytics
      • Real-Time Analytics
      • Big Data Solutions
      • Machine Learning
    • Business Intelligence
      • Self-Service BI
      • Reporting & Dashboards
      • Data Visualization
      • KPI Management
      • Analytics Democratization
    • Data Engineering
      • Data Lake Setup
      • Data Lake Implementation
      • ETL (Extract, Transform, Load)
      • Data Quality Management
        • DQ Implementation
        • DQ Audit
        • DQ Requirements Engineering
      • Master Data Management
        • Master Data Management Implementation
        • Master Data Management Health Check
Process Automation

Increase efficiency and reduce costs through intelligent automation and optimization of your business processes for maximum productivity.

▼
    • Intelligent Automation
      • Process Mining
      • RPA Implementation
      • Cognitive Automation
      • Workflow Automation
      • Smart Operations
AI & Artificial Intelligence

Leverage the potential of AI safely and in regulatory compliance, from strategy through security to compliance.

▼
    • Securing AI Systems
    • Adversarial AI Attacks
    • Building Internal AI Competencies
    • Azure OpenAI Security
    • AI Security Consulting
    • Data Poisoning AI
    • Data Integration For AI
    • Preventing Data Leaks Through LLMs
    • Data Security For AI
    • Data Protection In AI
    • Data Protection For AI
    • Data Strategy For AI
    • Deployment Of AI Models
    • GDPR For AI
    • GDPR-Compliant AI Solutions
    • Explainable AI
    • EU AI Act
    • Explainable AI
    • Risks From AI
    • AI Use Case Identification
    • AI Consulting
    • AI Image Recognition
    • AI Chatbot
    • AI Compliance
    • AI Computer Vision
    • AI Data Preparation
    • AI Data Cleansing
    • AI Deep Learning
    • AI Ethics Consulting
    • AI Ethics And Security
    • AI For Human Resources
    • AI For Companies
    • AI Gap Assessment
    • AI Governance
    • AI In Finance

Frequently Asked Questions about Digital Vision & Roadmap

How long does it take to develop a digital vision and roadmap?

The process typically takes 4–

8 weeks, depending on the complexity of your organization and the number of stakeholders involved.

How do you ensure that the vision is realistic and achievable?

We combine a future-oriented perspective with practical feasibility. Drawing on our experience and proven methods, we develop visions that are both inspiring and realistic.

How is success measured?

We define clear KPIs and milestones at the outset. These are reviewed regularly and adjusted as needed to make progress measurable.

What characterizes a successful digital vision?

A successful digital vision is far more than a technology-oriented picture of the future. It is a strategic instrument that orchestrates digital change, provides orientation, and aligns all stakeholders toward a common goal. The quality of a digital vision largely determines the success of the entire digital transformation.

🌟 Inspiration and motivational power:

• Conveying a clear and compelling vision of the future that goes beyond purely technological aspects
• Creating an emotional connection through an authentic representation of corporate identity
• Formulating ambitious yet achievable goals that intrinsically motivate employees
• Using narrative elements and concrete future scenarios for tangibility and identification
• Incorporating purpose elements that clarify the higher meaning of digital transformation

🔄 Strategic embedding and alignment:

• Seamless integration into the overall corporate strategy and value creation logic
• Clear derivation from corporate identity, mission, and core values
• Consideration of external market trends and disruption potential
• Alignment with long-term customer relationships rather than short-term technology trends
• Balance between focus and flexibility for future adjustments

🧭 Implementation orientation and practical relevance:

• Concretization through measurable milestones and strategic initiatives
• Linkage to clear fields of action and responsibilities
• Consideration of resource availability and organizational constraints
• Realistic assessment of the current situation and digital maturity
• Identification of quick wins to create early success experiences

🌐 Holistic dimension and transformative power:

• Addressing all dimensions of digital transformation (business model, processes, culture, etc.)
• Consideration of the impact on corporate culture and ways of working
• Focus on value creation and customer benefit rather than isolated technology orientation
• Integration of new digital ecosystems and partnerships
• Promotion of innovation and agile working methods as strategic success factors

How do you develop a digital roadmap that is both ambitious and realistic?

A successful digital roadmap bridges the gap between visionary ambition and pragmatic feasibility. It translates the long-term digital vision into concrete, sequential steps while balancing innovation with achievability. The art lies in finding equilibrium between transformative change and realistic implementation.

📊 Establishing a sound baseline:

• Conducting a comprehensive digital maturity assessment for an honest assessment of the current position
• Analyzing existing digital capabilities and resources within the organization
• Identifying legacy systems and technical debt that must be addressed
• Assessing readiness for change and digital competence within the organization
• Conducting benchmarking against competitors and industry leaders

🎯 Structuring priorities and dependencies:

• Applying a multi-dimensional evaluation framework (value creation, urgency, complexity, risk)
• Identifying foundational initiatives that form the basis for further endeavors
• Building a logical sequence with clear dependencies between initiatives
• Considering critical paths and bottleneck resources in sequencing
• Balancing short-term quick wins with long-term strategic initiatives

🔄 Integrating agility and adaptability:

• Designing the roadmap as an adaptive document with regular review and adjustment cycles
• Implementing agile principles with iterative planning and continuous value delivery
• Introducing stage-gate processes with clear go/no-go decision points
• Establishing a systematic mechanism for integrating market feedback and lessons learned
• Considering scenarios and alternative paths for different developments

🤝 Ensuring commitment and resource allocation:

• Early involvement of all relevant stakeholders in roadmap development
• Transparent communication of required investments and expected ROI horizons
• Securing binding budget and resource commitments for initial phases
• Building a dedicated governance model with clear responsibilities
• Developing a resourcing plan that encompasses competency development and external support

🔍 Building in measurability and performance monitoring:

• Defining clear KPIs and success indicators for each initiative and phase
• Establishing measurement points and feedback mechanisms along the roadmap
• Developing a monitoring system for continuous progress assessment
• Integrating customer experience metrics to validate customer benefit
• Creating transparency through regular status reports and visualizations

Which stakeholders should be involved in developing a digital vision and roadmap?

Developing a successful digital vision and roadmap requires thoughtful stakeholder engagement that goes well beyond top management and the IT department. An inclusive, multi-perspective approach ensures that all relevant viewpoints are considered while simultaneously creating the necessary acceptance for subsequent implementation.

🏢 Internal leadership levels:

• Top management: Ensuring strategic alignment and resource provision
• Middle management: Expertise on operational challenges and feasibility
• Department heads: Contributing function-specific requirements and priorities
• Supervisory bodies: Consideration of governance aspects and long-term value creation
• Emerging leaders: Incorporating future-oriented perspectives and new ways of thinking

👥 Employees and specialists:

• Digital natives and tech-savvy employees: Contributing digital expertise and innovative ideas
• Subject matter experts from core processes: Ensuring practical applicability and identifying pain points
• Change agents and multipliers: Promoting acceptance and supporting communication
• Works council and employee representatives: Addressing concerns and incorporating the employee perspective
• Interdisciplinary task forces: Combining diverse professional perspectives for comprehensive solution approaches

🔄 External perspectives:

• Customers and users: Contributing needs, expectations, and usage experiences
• Strategic partners and suppliers: Consideration of ecosystem aspects and value creation networks
• Digital thought leaders and industry experts: Contributing future trends and best practices
• Start-ups and innovation partners: Inspiration through disruptive business models and technologies
• Academic institutions: Access to research findings and methodological expertise

⚙ ️ Specialized functions:

• IT organization: Technical expertise on feasibility and integration
• Data & analytics teams: Contributing data-driven insights and AI potential
• Customer experience experts: Focus on customer needs and journey optimization
• Compliance and risk management: Early consideration of regulatory and security aspects
• Innovation labs and R&D: Identification of future technologies and innovation potential

🧩 Engagement models and formats:

• Co-creation workshops: Collaborative development of vision components and roadmap elements
• Expert interviews: Targeted capture of specialized knowledge and in-depth perspectives
• Digital advisory boards: Establishing expert panels for ongoing consultation
• Crowdsourcing platforms: Broad idea generation and collection of innovation impulses
• Stakeholder reviews: Regular validation and adjustment with key actors

How do you translate a digital vision into measurable goals and KPIs?

Translating a digital vision into concrete, measurable goals and KPIs is essential for steering progress and demonstrating the success of digital transformation. This operationalization creates accountability, enables fact-based management, and motivates through visible progress. The art lies in making both hard and soft factors of digital transformation measurable.

📈 Developing a strategic goal hierarchy:

• Deriving strategic transformation goals directly from the digital vision
• Building a clear goal hierarchy with cascading to various organizational levels
• Defining long-term, medium-term, and short-term goals with logical interconnections
• Balancing direct business outcomes with transformation-related goals
• Ensuring SMART criteria for all goals (Specific, Measurable, Achievable, Realistic, Time-bound)

🎯 Establishing a multi-dimensional KPI framework:

• Developing a balanced KPI set across various dimensions (finance, customers, processes, capabilities)
• Integrating leading indicators (forward-looking) and lagging indicators (results-oriented)
• Considering quantitative and qualitative metrics for comprehensive performance measurement
• Setting baseline values, target ranges, and milestones for each metric
• Aligning with industry benchmarks and best practice standards where appropriate

💼 Defining business impact metrics:

• Revenue growth through digital products and services (absolute and percentage share)
• Efficiency gains and cost reduction through digitized processes
• Customer Acquisition Cost (CAC) and Customer Lifetime Value (CLV) for digital customer relationships
• Net Promoter Score (NPS) and Customer Satisfaction (CSAT) for digital touchpoints
• Time-to-market for new digital offerings and speed of innovation

🔄 Making transformation progress measurable:

• Digital maturity score to measure digital maturity across various dimensions
• Adoption rates for new digital tools and platforms (by employee group)
• Development of digital competencies (skill gap analysis and learning progress)
• Cultural indicators such as propensity for innovation and experimentation
• Agility and responsiveness to changing market conditions

📊 Implementing a monitoring and reporting system:

• Building a digital dashboard system with real-time visualization of KPIs
• Establishing regular review cycles with defined escalation paths
• Integrating forecasting models and trend analyses for early detection
• Developing standardized reports for various stakeholder groups
• Implementing a continuous improvement process based on measurement results

How do you effectively conduct a digital vision workshop?

An effective digital vision workshop is a structured, creative process that helps an organization develop a shared understanding of its digital future. The quality of this workshop can be decisive for the success of the entire digital transformation, as it sets the course for all subsequent steps.

🎯 Strategic preparation and participant selection:

• Careful definition of workshop objectives and expected outcomes
• Assembling a diverse group of participants representing various hierarchical levels and functional areas
• Conducting pre-interviews with key stakeholders to identify expectations and challenges
• Creating a concise briefing document with relevant market trends and competitive analyses
• Distributing inspiring materials and case studies to prepare participants

🌐 Workshop structure and methodology:

• Opening with an inspiration session on digital trends, technologies, and disruption scenarios
• Conducting customer journey mapping to identify pain points and opportunities
• Applying the Future Backwards method to develop different future scenarios
• Using design thinking elements to promote creativity and user-centricity
• Integrating parallel working groups with regular cross-check sessions

🔄 Collaboration techniques and artifacts:

• Creating digital whiteboards with collaborative visualization tools
• Developing personas and use cases for various stakeholders in the digital future
• Using storytelling techniques to describe the vision from different perspectives
• Designing digital experience prototypes to illustrate the vision
• Documenting in the form of a Digital Vision Canvas with key elements and principles

🧠 Managing divergence and convergence:

• Balancing divergent phases (creative exploration) and convergent phases (focus and decision-making)
• Facilitation techniques to ensure equal participation of all participants
• Methodical handling of conflicts and differing strategic perspectives
• Stepwise consolidation of diverse ideas into coherent vision elements
• Using structured prioritization methods (e.g., impact/effort matrix) for roadmap elements

🚀 Follow-up and activation:

• Creating visually compelling documentation of workshop results
• Developing a communication plan for disseminating the vision throughout the organization
• Defining concrete next steps with clear responsibilities and timelines
• Planning follow-up workshops to elaborate on individual vision dimensions
• Identifying quick wins for early demonstration of progress

How do you connect the digital vision with existing corporate strategies?

Successfully connecting the digital vision with existing corporate strategies is essential for coherent overall alignment and the avoidance of isolated transformation initiatives. This integration ensures that digital innovations are understood not as separate technological endeavors, but as an integral part of corporate development.

🔄 Identifying strategic connection points:

• Conducting a systematic analysis of existing strategy documents and corporate objectives
• Identifying areas of overlap and natural connections between the digital vision and core strategy
• Recognizing gaps and contradictions between digital ambitions and traditional strategic assumptions
• Deriving digital potential to accelerate existing strategic initiatives
• Assessing the contribution of the digital vision to overarching corporate goals and KPIs

🏛 ️ Ensuring governance integration:

• Establishing an integrated strategy governance model with digital representation
• Defining clear responsibilities for coordination between digital and overall strategy
• Setting up regular cross-check mechanisms to ensure consistency
• Harmonizing planning and management cycles between digital and conventional areas
• Creating shared resource and budget allocation for strategic initiatives

🌉 Building narratives and communication bridges:

• Developing a compelling narrative that positions digital transformation as an enabler for the overall strategy
• Developing a common language that connects digital and traditional strategy elements
• Visualizing the connections between digital initiatives and strategic corporate goals
• Creating consistent messages for various stakeholder groups
• Using storytelling to illustrate the value of digital transformation for the organization as a whole

📊 Harmonizing strategic planning instruments:

• Integrating digital metrics and success indicators into existing balanced scorecards
• Developing enhanced business cases that encompass both traditional and digital value contributions
• Adapting portfolio management processes to give equal consideration to digital initiatives
• Aligning risk assessment models that cover both digital and traditional risks
• Implementing strategic alignment reviews for continuous coherence monitoring

🔗 Establishing operational linkage mechanisms:

• Creating cross-functional teams to translate the integrated strategy into operational measures
• Developing shared roadmaps for digital and traditional transformation initiatives
• Implementing change management processes that consider both dimensions
• Building skill development programs that connect traditional and digital competencies
• Establishing regular review cycles to verify operational implementation coherence

What common mistakes should be avoided when developing a digital roadmap?

Various mistakes in developing a digital roadmap can jeopardize the success of the entire transformation initiative. Awareness of these typical pitfalls enables proactive planning and helps to navigate critical hurdles early. Avoiding these mistakes is essential for a realistic and effective implementation of the digital vision.

⚠ ️ Strategic misalignments:

• Developing an isolated digital roadmap without connection to the overall corporate strategy
• Overemphasis on technologies rather than business value and customer benefit
• Insufficient consideration of external market dynamics and competitive developments
• Spreading initiatives too broadly without clear focus and prioritization
• Lack of balance between disruptive innovations and incremental improvements

📊 Planning and implementation pitfalls:

• Creating an overly rigid, detailed long-term roadmap without flexibility for adjustments
• Unrealistic timelines without consideration of organizational absorption capacity
• Underestimating legacy systems and technical dependencies
• Insufficient consideration of resource and competency requirements
• Neglecting dependencies between different initiatives

👥 Stakeholder and cultural aspects:

• Insufficient involvement of relevant stakeholders in the roadmap development process
• Failure to consider cultural change as a critical success factor
• Inadequate communication of the roadmap to employees and affected departments
• Ignoring resistance and concerns from within the organization
• Lack of top management commitment to long-term implementation

📈 Governance and metrics:

• Unclear responsibilities and decision-making structures for roadmap implementation
• Lack of clear success criteria and measurement instruments for progress assessment
• Missing mechanisms for regular review and adjustment of the roadmap
• Overly complex or rigid governance models that impede agile responses
• Neglect of feedback loops and continuous improvement

🔄 Transformation dynamics:

• Underestimating the complexity and scope of the change process
• Failure to account for change fatigue from parallel running initiatives
• Insufficient ability to scale successful pilot projects across the organization
• Excessive focus on short-term results without building sustainable capabilities
• Failure to communicate and celebrate early successes to generate momentum

How can the digital vision be regularly reviewed and updated?

Regularly reviewing and updating the digital vision is essential to remain relevant in a dynamic technological and economic environment. A successful digital vision is not a static document, but a living management instrument that must be continuously refined and adapted to new circumstances.

🔄 Establishing systematic review processes:

• Implementing a formalized annual cycle for comprehensive vision reviews
• Setting up quarterly pulse checks to identify adjustment needs
• Developing a structured framework for assessing the currency of the vision
• Establishing an agile feedback system for continuous collection of impulses
• Integrating vision reviews into existing strategic planning cycles

📊 Creating evidence-based decision foundations:

• Continuous monitoring of relevant technology trends and market developments
• Systematic analysis of customer feedback and changing user expectations
• Evaluation of performance data from ongoing digital initiatives
• Conducting regular competitive analyses and benchmarking studies
• Establishing a trend radar with defined thresholds for adjustment needs

👥 Designing collaborative update processes:

• Involving a diverse group of stakeholders in revision workshops
• Using cross-functional innovation councils for continuous impulses
• Creating mechanisms for integrating bottom-up feedback from the organization
• Establishing a digital vision board with representatives from all relevant areas
• Developing collaborative decision-making processes for substantive vision adjustments

🔍 Defining evaluation criteria for adjustment needs:

• Developing clear indicators for the necessity of a vision update
• Distinguishing between incremental adjustments and fundamental realignments
• Establishing thresholds for deviations from strategic goals
• Defining triggers from disruptive market or technology developments
• Considering internal transformation and changed corporate strategies

📢 Communication and change management:

• Transparent documentation and justification of vision adjustments
• Developing adapted narratives that explain the evolution of the vision
• Using storytelling to clarify the rationale for adjustments
• Cascaded communication of vision changes through all leadership levels
• Creating dialogue formats for discussing and anchoring updated vision elements

How do you communicate a digital vision to all employees?

Effectively communicating a digital vision to all employees is a decisive success factor for digital transformation. A vision that is not understood, internalized, and lived remains an abstract concept without transformative effect. The art lies in conveying the digital vision in a way that resonates at all levels of the organization and inspires concrete action.

🎯 Target group-appropriate preparation:

• Developing different communication formats for various hierarchical levels and functional areas
• Adapting complexity and level of detail according to the digital maturity and prior knowledge of the target group
• Translating abstract vision concepts into concrete implications for specific roles and work areas
• Creating function- and department-specific narratives that highlight personal relevance
• Considering different learning styles through multimedia communication formats

📣 Cascaded communication strategy:

• Empowering top management as primary ambassadors of the digital vision
• Training leaders at all levels to authentically convey the vision
• Establishing a network of digital champions as multipliers in various areas of the organization
• Developing conversation guides and supporting materials for team dialogues
• Creating formal communication cascades with defined responsibilities and timelines

🧩 Narrative and storytelling elements:

• Developing a powerful core narrative with emotional appeal and clear purpose
• Enriching the vision with concrete success stories and examples from the corporate context
• Using metaphors and analogies to clarify complex digital concepts
• Integrating personal experiences and stories from the leadership level
• Creating a consistent messaging framework with key messages and supporting points

📱 Innovative communication formats:

• Producing short, inspiring explainer videos to convey core aspects
• Developing interactive digital experiences that make the vision and roadmap tangible
• Organizing virtual town halls with live Q&A sessions for direct interaction
• Using internal social media platforms for continuous dialogue and exchange
• Creating physical experience spaces that make the digital vision tangible

🔄 Dialogue-oriented approaches and feedback loops:

• Establishing open dialogue formats that promote genuine exchange rather than one-way communication
• Setting up digital feedback channels for questions, suggestions, and concerns
• Organizing cross-functional workshops for shared interpretation of the vision
• Conducting regular pulse checks to measure understanding and acceptance
• Actively collecting and addressing objections and resistance

What role does technology play in developing a digital vision and roadmap?

The role of technology in the digital vision and roadmap is complex and multifaceted. It is simultaneously an enabler, a driver, and sometimes also a limitation for digital transformation. The key lies in neither overestimating nor underestimating technology, but viewing it as a strategic element in the context of business goals, customer needs, and organizational capabilities.

🔮 Visionary impulses and spaces of possibility:

• Identifying new technological potential as a source of inspiration for the digital vision
• Recognizing disruptive technology trends with transformative potential for the business model
• Exploring innovative technology applications as a catalyst for creative thinking
• Using technology foresight to anticipate future market developments
• Balancing what is technologically feasible with what is strategically meaningful in vision development

🧩 Strategic prioritization in the technology portfolio:

• Distinguishing between foundational, differentiating, and experimental technologies
• Developing a balanced technology portfolio along the S-curve (emerging, growing, mature)
• Considering dependencies and synergies between different technology areas
• Evaluating technologies in terms of their strategic fit and value creation potential
• Integrating best-of-breed vs. platform approaches into the long-term technology strategy

⚙ ️ Architectural foundations and technical debt:

• Assessing the digital maturity level and modernization needs of existing systems
• Identifying technical debt that could impair implementation speed
• Developing architectural principles as guardrails for the technology roadmap
• Considering scalability, modularity, and interoperability as design principles
• Establishing technological foundations such as API strategies, cloud infrastructures, and data platforms

🚀 Implementation-oriented technology planning:

• Translating the digital vision into concrete technological requirements and capabilities
• Developing a phased plan for building technological capabilities and infrastructures
• Considering buy vs. build vs. partner decisions in the technology roadmap
• Planning proof-of-concepts and MVPs to validate new technology approaches
• Integrating DevOps principles and continuous delivery for accelerated implementation

👥 Organizational and cultural aspects:

• Aligning technology decisions with the digital competencies of the organization
• Considering change management when introducing new technologies
• Developing a tech talent strategy in parallel with the technology roadmap
• Promoting an experimentation-friendly technology culture with room for innovation
• Establishing cross-functional collaboration between business and IT in technology development

How do you integrate customer and market perspectives into the digital vision?

Integrating customer and market perspectives into the digital vision is essential to ensure that transformation creates genuine value and does not become an end in itself. A customer-oriented digital vision connects technological possibilities with actual needs and pain points, thereby generating relevance and competitive advantages. This outside-in perspective prevents digital transformation from missing market needs.

🔍 Systematic needs and behavioral analysis:

• Conducting in-depth user research with qualitative interviews and contextual observations
• Analyzing digital customer journeys to identify friction points and optimization potential
• Using voice-of-customer programs for continuous capture of customer feedback
• Leveraging social listening and online sentiment analyses to capture unfiltered feedback
• Developing usage analytics for existing digital touchpoints and services

🧩 Integrating customer insights into the vision process:

• Inviting customer advisory boards or lead users to vision workshops
• Creating data-based personas as reference points for vision development
• Involving customer experience teams and customer contact points within the organization
• Establishing customer safari formats for executives and decision-makers
• Conducting co-creation sessions with selected customers and partners

📊 Incorporating market trends and competitive perspectives:

• Systematic monitoring of disruption and innovation potential in the industry
• Analyzing digital best practices across industry boundaries
• Conducting benchmarking studies on digital maturity levels in the competitive environment
• Using trend scouting in relevant digital ecosystems and technology areas
• Observing start-up activities and new digital business models in the market environment

🔮 Anticipating future-oriented customer perspectives:

• Using trend research to anticipate changing customer expectations
• Developing future-state customer journeys to visualize future experiences
• Applying scenario techniques to explore various market developments
• Conducting experiments and prototypes to validate new digital concepts
• Identifying emerging customer segments and their specific digital needs

🔄 Establishing customer-oriented feedback loops:

• Implementing iterative validation processes for elements of the digital vision
• Developing continuous customer insight management rather than one-off surveys
• Building integrated voice-of-customer dashboards as a strategic management instrument
• Using beta programs and early adopter communities for continuous feedback
• Anchoring customer success metrics in the assessment of vision implementation

How can a digital roadmap maintain the balance between innovation and operational stability?

Balancing innovation with operational stability is one of the greatest challenges in designing a digital roadmap. While innovations are indispensable for future-proof business models, the reliability of existing systems and processes must not be compromised. A well-conceived digital roadmap creates space for transformative change without impairing operational excellence.

⚖ ️ Establishing strategic portfolio management:

• Developing a balanced innovation portfolio with defined allocations for different horizons
• Applying the three-horizons model (H1: core business, H2: emerging opportunities, H3: visionary initiatives)
• Implementing a scoring system that considers both innovation and stability criteria
• Using risk-return profiles to diversify the digital transformation portfolio
• Establishing continuous portfolio reviews with clear governance mechanisms

🏗 ️ Advancing architectural decoupling:

• Implementing microservices architectures to isolate innovative components
• Developing API strategies for the secure integration of new solutions
• Using feature toggles and canary releases for controlled introduction of new features
• Establishing strangler pattern approaches for the gradual modernization of legacy systems
• Creating technical decoupling points between stable and experimental system areas

🚂 Implementing bimodal organizational models:

• Establishing dedicated structures for innovation initiatives alongside the stable core operation
• Developing different governance models for different speeds
• Building DevOps practices to balance development agility with operational stability
• Designing specific career paths and incentive systems for different organizational modes
• Promoting a cultural ambidexterity that values both reliability and innovation

📊 Anchoring stability-ensuring measures:

• Integrating performance and stability tests into all innovation initiatives
• Establishing robust change management processes for the implementation of new features
• Setting up war rooms and rollback scenarios for critical transformation steps
• Implementing comprehensive monitoring and proactive alert systems
• Building resilience engineering practices for business-critical systems

🔄 Applying iterative introduction models:

• Using MVP approaches with clearly defined minimal viable stability
• Implementing A/B testing for data-driven decisions on new features
• Applying ring deployment strategies for gradual introduction of changes
• Establishing feedback loops for rapid adjustment when problems arise
• Developing a formal process for transitioning innovations into regular operations

How do you integrate employees from different generations into the digital vision process?

Successfully integrating different generations into the digital vision process is essential for a broadly supported and sustainable digital transformation. Different generations bring diverse perspectives, experiences, and digital affinities that can ideally complement one another. The art lies in developing an inclusive approach that leverages the strengths of all age groups while simultaneously removing specific barriers.

🔄 Designing cross-generational collaboration formats:

• Establishing reverse mentoring programs between digital natives and experienced employees
• Organizing cross-generational innovation labs with a balanced age structure
• Developing workshop formats that accommodate different learning and discussion styles
• Using pair-working approaches in digital projects and initiatives
• Creating physical and virtual collaboration spaces that support different ways of working

🧠 Considering generation-specific motivational factors:

• Analyzing and considering different values and career expectations
• Adapting communication of the digital vision to various generation-specific motivational drivers
• Highlighting different benefit aspects (e.g., efficiency gains, innovation potential, work-life balance)
• Designing incentive systems that address different preferences and needs
• Creating space for generation-specific sub-visions within the overall framework

🛠 ️ Establishing accessible participation pathways:

• Providing different access points and participation channels (digital and analog)
• Offering targeted support formats for employee groups less familiar with digital tools
• Creating a psychologically safe atmosphere in which questions and concerns can be openly expressed
• Using inclusive language and visualizations accessible to all age groups
• Establishing flexible time horizons that account for different adoption speeds

📊 Leveraging generation-specific expertise in a targeted manner:

• Activating the deep process and industry knowledge of experienced employees
• Utilizing the intuitive digital competence and openness to innovation of younger employees
• Involving the change experience of the middle generation as bridge-builders
• Creating formats for documenting and passing on the tacit knowledge of older employees
• Developing vision elements that connect organizational memory with future orientation

🎭 Developing integrative team and leadership models:

• Establishing age-mixed teams and working groups for vision and roadmap development
• Building leadership tandems from different generations for digital transformation initiatives
• Promoting an unbiased working environment through conscious reflection on age stereotypes
• Developing team-building activities that foster appreciation for generation-specific strengths
• Creating multiplier networks with representatives from all age groups

How do you connect the digital vision with talent and competency development?

Connecting the digital vision with strategic talent and competency development is essential for the success of digital transformation. Without the right skills and talents, even the most brilliant digital vision remains unrealizable. At the same time, the vision can serve as a powerful motivator for learning and development when both dimensions are systematically linked.

🧩 Conducting a strategic competency needs analysis:

• Deriving concrete competency requirements from the elements of the digital vision
• Conducting a digital skills gap analysis for various employee groups and functions
• Identifying critical digital roles and competencies for vision implementation
• Developing competency models that encompass technical, methodological, and cultural dimensions
• Prioritizing development areas based on the digital roadmap and transformation stages

🌱 Designing individual learning and development paths:

• Designing personalized digital learning journeys linked to vision elements
• Implementing a skill mapping system for transparency on existing and required competencies
• Creating learning journeys with direct reference to strategic digital initiatives
• Developing microlearning formats for skills that are immediately needed
• Establishing learning experience platforms that support self-directed learning

🚀 Creating learning-supportive structures and incentives:

• Integrating learning objectives into target agreements and performance management
• Creating space for experimental learning and competency development
• Developing incentive systems that reward continuous learning and skill sharing
• Implementing gamification elements to motivate digital competency development
• Anchoring learning and development as an explicit element of the digital corporate culture

🌐 Establishing innovative learning and development formats:

• Creating digital learning labs for hands-on experimentation with new technologies
• Implementing working-out-loud circles for collaborative learning and knowledge transfer
• Developing internal coding bootcamps and digital accelerator programs
• Promoting communities of practice on key digital topics
• Building digital mentoring and coaching programs for personalized development

🏗 ️ Building strategic talent management:

• Developing targeted acquisition strategies for critical digital talents and competencies
• Designing differentiated career paths for digital roles and areas of expertise
• Creating rotation programs between digital and traditional business areas
• Establishing talent incubators for developing digital leaders
• Developing retention strategies for key digital talents and valuable knowledge holders

How can the digital vision positively influence corporate culture?

A well-conceived digital vision can act as a powerful catalyst for positive cultural transformation. It not only sets technological and strategic impulses, but also shapes the values, behaviors, and underlying assumptions that determine daily interactions. The digital vision offers the opportunity to develop a future-proof corporate culture that firmly anchors innovation, agility, and continuous learning in the organizational mindset.

🧭 Explicitly anchoring the cultural dimension in the vision:

• Integrating explicit cultural guiding principles as core elements of the digital vision
• Formulating concrete behavioral expectations and mindset descriptions
• Developing culture stories that make the change tangible and emotionally accessible
• Creating positive visions of the future that connect cultural and technological aspects
• Defining a common language and metaphors for the desired cultural change

🔄 Strengthening the cultural role model function of leadership:

• Raising awareness and empowering leaders as cultural role models and multipliers
• Developing leadership principles that exemplify the digital culture
• Establishing leadership routines that regularly address cultural aspects
• Creating reflection spaces for leaders on cultural development
• Implementing feedback mechanisms on leadership culture in the digital context

🌱 Activating culture carriers and change agents:

• Identifying and promoting informal culture carriers and opinion leaders
• Building a network of culture champions across all hierarchical levels and areas
• Creating formats for peer-to-peer inspiration and experience sharing
• Developing storytelling instruments for disseminating cultural success stories
• Establishing cultural experimentation spaces and protected environments for new behaviors

🏆 Realigning incentive and feedback systems:

• Adapting performance management systems to promote culturally desired behaviors
• Developing recognition formats that honor cultural pioneers and role models
• Implementing feedback mechanisms that capture cultural dimensions
• Creating reward structures for collaborative and innovative behavior
• Redesigning career paths that explicitly consider cultural competencies

🎭 Transforming symbols, rituals, and work environments:

• Developing new symbols and visual elements that represent the digital culture
• Establishing rituals and events that make cultural aspects of the vision tangible
• Designing work environments that physically support the desired culture
• Reviewing and adapting standards, processes, and rules for cultural compatibility
• Using culture-building moments and milestones for symbolic actions

How can agile methods support the development and implementation of a digital roadmap?

Agile methods provide a valuable methodological framework for developing and implementing a digital roadmap. They enable an adaptive, iterative approach that is particularly well-suited to the dynamics and uncertainty of digital transformation processes. Integrating agile principles into the roadmap process promotes flexibility, customer focus, and continuous improvement of transformation outcomes.

🔄 Implementing iterative roadmap development:

• Designing the roadmap as a living document with regular review and adjustment cycles
• Applying the concept of rolling planning with detailed near-term and flexible long-term horizons
• Introducing timebox rhythms for roadmap reviews and adjustments (e.g., quarterly)
• Implementing a backlog concept for roadmap items with continuous prioritization
• Using sprint or increment structures for planning implementation phases

📋 Using agile planning and visualization techniques:

• Applying story mapping to visualize the customer journey and transformation story
• Using release planning to structure larger transformation steps
• Employing planning poker or similar techniques for effort and complexity estimation
• Implementing Kanban boards to visualize progress and manage workflow
• Developing information radiators for transparent communication of roadmap status

👥 Promoting cross-functional collaboration:

• Establishing interdisciplinary roadmap teams with all relevant stakeholders
• Implementing scrum-of-scrums or similar coordination mechanisms for larger initiatives
• Promoting T-shaped skills within transformation teams
• Organizing regular synchronization meetings between different sub-teams
• Creating a product owner concept for individual transformation streams with clear decision-making authority

📊 Establishing continuous progress measurement:

• Introducing increments as tangible partial results with validation opportunities
• Implementing sprint or increment reviews for regular presentation of results
• Establishing burn-down or burn-up charts to visualize progress
• Using velocity measurements for better planning of future roadmap sections
• Developing adaptive KPIs that measure both output and outcome of the transformation

🔍 Introducing inspection and adaptation mechanisms:

• Establishing regular retrospectives for continuous process improvement
• Implementing feedback loops with key stakeholders and customers
• Introducing fail-fast principles and systematic learning from mistakes
• Creating mechanisms for rapid roadmap adjustment when conditions change
• Developing an experimental approach for uncertain transformation elements

How do you account for regulatory requirements in the digital vision and roadmap?

Regulatory requirements are a decisive factor in designing a digital vision and roadmap, particularly in heavily regulated industries. The art lies in viewing compliance not as a pure obstacle, but as a strategic component of digital transformation to be proactively incorporated into planning. A forward-looking regulatory perspective can even create competitive advantages and unlock innovation potential.

🔍 Implementing systematic regulatory scanning:

• Establishing a structured monitoring process for relevant regulatory developments
• Building a radar system for early detection of new or changing compliance requirements
• Conducting regular impact analyses of regulatory changes on the digital strategy
• Developing scenarios for different regulatory development paths
• Building direct communication channels with regulatory authorities and industry associations

🧩 Integrating compliance by design into the digital architecture:

• Anchoring regulatory requirements as fundamental design principles
• Implementing privacy-by-design and security-by-design in all digital initiatives
• Developing reusable compliance components for digital architectures
• Creating flexible systems that can be easily adapted to changing regulatory requirements
• Implementing automated compliance checks in development and deployment processes

⚖ ️ Positioning compliance as a strategic enabler:

• Identifying competitive advantages through superior compliance capabilities
• Developing digital compliance services as standalone business models
• Using regulatory expertise as a differentiating factor in customer relationships
• Recognizing market opportunities through early anticipation of new regulations
• Establishing compliance as a quality feature and trust factor in digital transformation

🤝 Promoting cross-functional collaboration:

• Establishing interdisciplinary teams of digital, compliance, and subject matter experts
• Conducting joint workshops to integrate regulatory aspects into the digital vision
• Establishing regulatory sandboxes for the safe testing of innovative digital concepts
• Developing a common language between compliance and digital experts
• Building shared responsibilities for regulatory aspects of digital initiatives

📊 Strategically leveraging RegTech solutions:

• Identifying automation potential in compliance management
• Implementing AI-based solutions for intelligent regulatory monitoring
• Using data analytics for proactive compliance risk detection
• Integrating blockchain technologies for audit-proof compliance documentation
• Developing digital twins for compliance simulations and scenario analyses

What role does data governance play in the digital vision and roadmap?

Data governance plays a fundamental and increasingly central role in the digital vision and roadmap. As a strategic framework for the responsible, effective, and value-creating handling of data, it is not merely a compliance topic, but a decisive success factor for data-driven business models and digital innovations. A forward-looking digital vision must anchor data governance as a core component.

🏛 ️ Laying strategic data governance foundations:

• Positioning data as a strategic corporate asset in the digital vision
• Developing a comprehensive data governance framework with clear principles and guidelines
• Establishing dedicated roles and responsibilities (data owner, data stewards, chief data officer)
• Building a data governance board with cross-functional representation
• Integrating data governance into the overarching digital governance structure

🔄 Anchoring data quality and data management processes:

• Implementing systematic data quality measures as a roadmap element
• Developing enterprise-wide metadata management for semantic consistency
• Establishing master data management for business-critical master data
• Creating data lifecycle management processes from capture to archiving
• Implementing data catalogs and business glossaries for shared data understanding

🛡 ️ Integrating data protection and data security:

• Anchoring privacy-by-design principles in the digital roadmap
• Implementing granular access concepts based on roles and permissions
• Developing transparency mechanisms for traceability of data usage
• Establishing data protection impact assessments for new digital initiatives
• Integrating data security concepts into the overall data architecture

🌉 Developing data ecosystem and data exchange strategies:

• Creating clear governance frameworks for data exchange with partners and third parties
• Developing data sharing agreements and standards for ecosystem partners
• Establishing API governance for controlled data access and exchange
• Integrating data trust mechanisms for trustworthy data collaborations
• Building governance structures for open data and co-creation initiatives

📊 Establishing data value management:

• Implementing processes for the systematic identification of data value drivers
• Developing metrics and KPIs to measure the business value of data
• Establishing data ROI calculation models for investment decisions
• Creating incentive systems for value-creating data usage
• Integrating data value assessments into digital roadmap planning

How can small and medium-sized enterprises develop an effective digital vision?

Small and medium-sized enterprises (SMEs) face particular challenges when developing a digital vision, but also have specific advantages. With limited resources, they must proceed strategically, prioritize pragmatically, and leverage their agility as a strength. A tailored digital vision for SMEs focuses on impactful transformations and takes into account the specific structures and cultures of smaller organizations.

🔍 Pragmatic analysis of the digital starting position:

• Conducting a focused digital maturity analysis with SME-specific criteria
• Identifying the most critical digital pain points and quick-win potential
• Analyzing the digital competitive environment with a particular focus on comparable SMEs
• Assessing existing technologies and systems in terms of future viability
• Honest assessment of available resources and competencies for digital transformation

🎯 Focused vision design with strategic prioritization:

• Formulating a clear, concise digital vision with direct business relevance
• Concentrating on 3–

5 strategic core elements rather than a broad transformation agenda

• Developing a digital target picture with direct reference to customer value and competitive advantages
• Prioritizing transformation areas by impact/effort ratio
• Balancing short-term operational improvements with long-term strategic realignment

👥 Employee-oriented vision development and anchoring:

• Directly involving a large proportion of the workforce in the vision process
• Leveraging flat hierarchies for rapid information flow and immediate feedback
• Promoting ownership through active participation in the vision design process
• Developing vision-related communication that builds on the personal relationships typical of SMEs
• Creating experimentation spaces in which employees can test elements of the vision themselves

🧩 Technology and resource strategy for limited means:

• Developing a cloud-first strategy to minimize infrastructure investments
• Using scalable SaaS solutions with pay-as-you-grow models
• Prioritizing API-capable systems for flexible integration and extensibility
• Forming strategic partnerships to supplement missing internal competencies
• Focusing on modular solutions that can be implemented step by step

📈 Agile implementation with rapid feedback cycles:

• Designing a lean, iterative roadmap with short implementation cycles
• Implementing an MVP (minimum viable product) for critical digital initiatives
• Establishing short feedback loops with customers and users
• Leveraging the SME-typical decision-making speed for rapid adjustments
• Developing pragmatic progress tracking with simple but meaningful KPIs

How can the ROI of a digital transformation be measured and communicated?

Measuring and communicating the ROI of a digital transformation is a complex challenge, as digital initiatives often have far-reaching, indirect, and long-term effects. An effective ROI assessment must encompass both quantitative and qualitative dimensions and consider various time horizons in order to convey a realistic picture of the value contribution.

📊 Developing a multi-dimensional ROI framework:

• Building a balanced set of metrics across various value dimensions
• Integrating financial, operational, customer-oriented, and strategic metrics
• Considering direct value contributions and indirect effects of digital transformation
• Developing leading indicators (early signs of success) and lagging indicators (realized values)
• Building an impact chain that illustrates the connection between digital initiatives and business outcomes

💰 Systematically capturing financial value contributions:

• Identifying and measuring cost savings through process digitization and automation
• Capturing revenue increases through new digital products and services
• Calculating productivity gains based on time and resource savings
• Assessing improved capital efficiency through optimized inventories and resource utilization
• Quantifying risk reductions and avoided compliance costs

⏱ ️ Adequately considering temporal dimensions:

• Developing ROI assessments with different time horizons (short-, medium-, long-term)
• Implementing a rolling assessment with continuous updating of forecasts
• Considering time-to-value as a critical metric for implementation speed
• Differentiating between early returns and strategic long-term values
• Establishing a value tracking system for continuous performance measurement over time

🎯 Making non-financial value contributions tangible:

• Developing metrics for customer satisfaction and loyalty (NPS, customer lifetime value)
• Measuring improvements in employee experience and employee satisfaction
• Capturing increased organizational agility and responsiveness
• Assessing innovation capability and the developed digital competency portfolio
• Quantifying improved decision quality through data-driven processes

📢 Tailored ROI communication for various stakeholders:

• Developing stakeholder-specific ROI narratives for different target groups
• Using visual dashboards and storytelling elements to illustrate the value contribution
• Linking ROI communication to strategic corporate goals and priorities
• Designing regular ROI reviews with differentiated perspectives depending on the audience
• Transparent communication of successes and challenges in value realization

Success Stories

Discover how we support companies in their digital transformation

Generative KI in der Fertigung

Bosch

KI-Prozessoptimierung für bessere Produktionseffizienz

Fallstudie
BOSCH KI-Prozessoptimierung für bessere Produktionseffizienz

Ergebnisse

Reduzierung der Implementierungszeit von AI-Anwendungen auf wenige Wochen
Verbesserung der Produktqualität durch frühzeitige Fehlererkennung
Steigerung der Effizienz in der Fertigung durch reduzierte Downtime

AI Automatisierung in der Produktion

Festo

Intelligente Vernetzung für zukunftsfähige Produktionssysteme

Fallstudie
FESTO AI Case Study

Ergebnisse

Verbesserung der Produktionsgeschwindigkeit und Flexibilität
Reduzierung der Herstellungskosten durch effizientere Ressourcennutzung
Erhöhung der Kundenzufriedenheit durch personalisierte Produkte

KI-gestützte Fertigungsoptimierung

Siemens

Smarte Fertigungslösungen für maximale Wertschöpfung

Fallstudie
Case study image for KI-gestützte Fertigungsoptimierung

Ergebnisse

Erhebliche Steigerung der Produktionsleistung
Reduzierung von Downtime und Produktionskosten
Verbesserung der Nachhaltigkeit durch effizientere Ressourcennutzung

Digitalisierung im Stahlhandel

Klöckner & Co

Digitalisierung im Stahlhandel

Fallstudie
Digitalisierung im Stahlhandel - Klöckner & Co

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