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Digital Transformation: A Checklist for Planning

William Moore, |

In this final blog of my three-part series, I want to highlight how strategic planning provides a positive impact on businesses and digital transformation.

In my experience, there are three key factors in the digital transformation process:

  1. Leverage your current investment ensuring you are getting value from both existing and new investments
  2. Innovate at a pace that suits your business needs, manage cost and align to your business, people and culture to that transition
  3. Cloud computing and digital technologies shouldn’t mean lowering your expectations or making compromises.

If done in the right, way you shouldn’t expect any less from new technologies because the they are less expensive than your current costs —you should expect more.

A Checklist for Transformation

I have seen that strategic planning makes a huge positive impact on the success of any transformation – large or small. The planning I recommend is not just aspirational in its intent, it’s far more pragmatic. And should cover at the highest level (not down in the weeds) some or all the following:

  • Infrastructure and domain readiness
  • Identify software integration requirements
  • The Integration approach; hybrid, on-premise or online
  • What services need to be procured and licensed
  • Costs of deployment
  • Deployment standards
  • Migration options and data migration strategies
  • A roadmap
  • Analysis of current infrastructure, applications and services that can be transitioned to the cloud
  • Understand how the business uses and accesses applications and services
  • Identify current user pain points and how these can be addressed
  • Cost benefit analysis, risk analysis
  • Establishment of network and infrastructure required within the cloud
  • Transition of infrastructure, applications and service to the cloud
  • On-premise infrastructure configuration changes
  • Knowledge transfer and training of staff and change management
  • Support and decommissioning
  • On-going managed services support and maintenance of the cloud hosted services
  • Assistance with decommissioning or reallocation of on premise hardware.

Thought Leadership

To achieve a successful transformation that helps drive business strategy, technology must deliver the right things, at the right time. It requires well thought out strategy and careful planning. Engage with your customers and spend time with your staff and business leaders to discuss how you:

  • Can use technology as a strategic asset
  • Build a plan that accommodates what you have today and the things you need tomorrow
  • Now you can help people be more productive, and open to change.

Success requires a cloud vendor and partner what knows how to deliver a comprehensive platform across technology regardless of global, technical and functional boundaries.


Digital transformation is considered the next step in the global adoption of digital technologies, and people (your customers) now have a level of digital literacy that is expansive and maturing quickly. Throughout this three-part series, I identified some key objectives in leveraging what you have and innovating at you own pace to transform, engage and accelerate your business.

My hope is that you see that its crucial to plan and have a long-term view to help make informed decisions.

At UXC Eclipse, we want you to be successful — and we would like you to rely on us as a partner who can make things happen.

Click here to read Part 1 or Part 2 of this series.

If you haven’t seen it yet, and would like to hear success stories, watch my recent webinar to see how UXC Eclipse supported customers fulfil their own digital journey.