Factors of Organisational and Digital Transformation

Organisation

  • Line of business
  • Risk register / immediate risks
  • Risk appetite
  • Public / private / shareholding / equity holding
  • Impediments and current challenge
  • Tracking up or tracking down
  • Industry volatility and disruption
  • Competitors
  • Urgency
  • Cost of delays
  • Cost of changes
  • Regulatory compliance needs
  • Locations
  • Time zones
  • Organisation size
  • Organisation age
  • Diversity of business lines/units
  • Purpose and values
  • Mission statement
  • History and folklore
  • Past mergers and acquisitions
  • Organisation identity in the world
  • Public or private
  • Short term pressure / long term pressure
  • Heterogeneity of leadership / board
  • Finances – cash, P&L, share price, turnover, EBITDA
  • Cost sensitivity
  • Preference for opex vs capex
  • Exit strategy

 

People

  • Organisational culture
  • Heterogeneity of culture across the organisation
  • Leadership buy-in to transformation
  • Key stakeholders
  • Prior transformation attempts
  • Psychological safety (org-wide / in-team)
  • Customer expectations
  • Customer base (business, consumer, public, other)
  • Ease of customer feedback
  • Diversity
  • Equality, gender pay gap visibility
  • National identity and culture
  • Survival anxiety
  • Team member churn rate / length of tenure
  • Organisational structure, reporting lines, matrix, hierarchies
  • Geographical distribution
  • Permanent teams vs outsourced teams
  • Skill and mastery level
  • Tacit knowledge in the organisation
  • Capabilities and gaps
  • Promotions, recognitions and awards
  • Pay scales
  • Orthodoxies
  • Defined roles
  • Cross-teaming
  • Training, coaching, mentoring, support
  • Career paths
  • Physical working environment
  • Communities of Practice
  • Remote vs on-prem (degrees of remoteness)
  • Longevity of teams
  • Centres of Excellence / Enablement
  • Stream aligned teams / function-aligned teams / hybrid
  • Known rituals
  • Facilities, office design, open vs closed offices, physical space
  • Exposure to “business” information such as cashflow, profit, turnover, and granularity.

 

 

Process

  • Operating model
  • Policies
  • Standards
  • Processes
  • Regulation of process
  • Standardisation appetite
  • Finance process
  • Budget cycle
  • Business case requirement
  • Hiring process
  • Procurement process and duration
  • Adherence to frameworks
  • International & national standards
  • Audit frequency and type
  • Governance, risk, compliance processes
  • Product vs project
  • ITIL / COBIT / other frameworks
  • Environment provisioning
  • Preference for waterfall vs agile
  • Handoffs
  • WIP limits
  • Communications cadences and expectations
  • Current methodologies and practices
  • Security clearances
  • Natural / habitual cadences
  • Agile adoption
  • Scrum adoption
  • Methodologies at scale (SAFe, LESS, etc)
  • Statistical Process Control – level of automation and adoption

 

Data and Tools

  • Wall space or digital tools – information radiators
  • Data-driven insights capability
  • Communication tools – asynchronous vs synchronous
  • Silos of information
  • Data feedback loops
  • Dataviz and analytic tools
  • Degree of tool integration
  • SSO
  • “Shadow” IT
  • Degree of autonomy / lockdown of machines
  • AI/ML
  • Volume of data
  • Information availability, default to open/closed
  • Data treated as asset or liability
  • Default information openness
  • Dashboarding and reporting

 

Products

  • Number and characteristics of key products
  • Criticality (life/death or just for fun)
  • Cost of delay for features
  • Level of planning expectation
  • Estimates and deadlines required
  • Risk appetite
  • Reliability requirements
  • Scaling requirements
  • Quality requirements
  • Degree of coupling
  • Degree of cohesion
  • Current lead time
  • Current flow / wait time
  • Current quality
  • Internal regulation
  • Unplanned vs planned work
  • Product lifespan
  • Feature lifespan
  • Marketing approach and capabilities

 

Technology

  • Satisfaction of technical capability
  • Common platform?
  • Architecture – monolithic vs microservices / APIs
  • Potential fracture planes
  • Team topology
  • Corporate network (MPLS, VPNs, hybrid, SDN, etc)
  • Cloud usage (production) – private/hybrid/public
  • Edge and IoT technology
  • Preferred technologies and codebase
  • Build and Deployment pipelines
  • Deployment strategies – canary, blue/green, rolling, A/B
  • Engineering skills
  • Engineering practices
  • Service Desk?
  • Infra as code
  • Containerisation
  • Test and QA approach
  • Work definition approach – user stories, MoSCoW etc
  • Rate, predictability and volume of work requests
  • Where does work come from?
  • Environments
  • Monitoring and observability
  • Degree of automation
  • Branching strategies
  • Existing reliability
  • Existing rate of change
  • Accelerate metrics
  • Technical debt
  • Pair programming, mob programming practices
  • Ratio of junior to senior engineers
  • Dev workstations and tooling
  • Dev / Ops teams & handovers
  • On-call culture and process
  • Infosec team / function and interactions

Please feel free to use this however you’d like, and if you think something needs adding to this list of organisational transformation factors, please let me know!

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