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ROI Checklist

The document outlines different phases of maturity for return-on-portfolio for digital operations projects. It discusses getting started with early stage pilots focused on learning, exploring technology, and aligning organizational culture. As projects scale up, it recommends developing rigorous measurement of costs and benefits using common ROI metrics. Finally, it advises thinking broadly about portfolio-wide automation transformation, measuring success based on creating a foundation for future digital change focused on data strategy, customer experience, and continuous learning.

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Tarig Taha
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58 views2 pages

ROI Checklist

The document outlines different phases of maturity for return-on-portfolio for digital operations projects. It discusses getting started with early stage pilots focused on learning, exploring technology, and aligning organizational culture. As projects scale up, it recommends developing rigorous measurement of costs and benefits using common ROI metrics. Finally, it advises thinking broadly about portfolio-wide automation transformation, measuring success based on creating a foundation for future digital change focused on data strategy, customer experience, and continuous learning.

Uploaded by

Tarig Taha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MBA in Digital Ops

with Ian Barkin

Return-on-Portfolio Checklist – Phases of Maturity


Getting started
Early stage pilots often do not have the ROI that would justify them being done. However, they should
be viewed as valuable for learning experiences, where infrastructure, culture, and questions of feasibility
can be put to the test.

Explore the technology:

• Research, brainstorm, and generate ideas on potential solutions

• Evaluate different classes of technology to identify what’s useful and what’s not

• Test out different tools on business infrastructure to ensure integration is possible

Take the time to align your organization’s culture:


• Involve key departments in early decisions

• Create digital awareness within the organization

• Provide guidance to influence corporate strategy

Developing measurement rigor


As you begin to branch out and scale up your intelligent automation initiatives, think about how to
measure the costs and benefits of each initiative. Commonly used ROI metrics and measurements will
indicate if your early planning was on the dot, or if it needs adjustment.
Common metrics for intelligent automation projects:

• Process handling time before/after

• Implementation time

• Return on investment after 1/3/5 years

• Cost of software

• Cost of consulting

• Cost of development team

• Total savings

• And many more

Thinking broad and program-oriented


Your company needs wide-scale automation-led transformation, in order to be the digital enterprise
prepared to compete in the future. So, all Intelligent automation projects should be looked at in this
context. When you get here, you’re using a true return-of-portfolio approach.

MBA in Digital Ops with Ian Barkin


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Measure the success of initiatives based on their potential to create a strong foundation for future
digital transformation. Foundation stones include:

• Align on software architecture, tool selection, and contracting

• Establish rigor in documentation, governance, and process selection

• Design a center of excellence, including its roles, funding, and success metrics

• Plan projects around a larger roadmap

• Ensure business divisions are aligned

Keep a larger focus on data:


• Align on your goals and priorities for your data strategy

• Do a current-state analysis of how your data is organized (if at all)

• Identify the right stakeholders to ensure your data strategy is effective

• Prioritize projects that digitize base operations

• Establish a model for data storage (data lake or warehouse) that fits your needs

Be service and experience oriented:


• Articulate the larger purpose behind transformation

• Plan solutions around the customer and employee experience

• Create a feedback model to continuously learn and improve services

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