Executive Digital Maturity & Value Case for {{CompanyName}}
N.B. Ensure that the script is warm and conversational, making the prospect feel that their engagement at the event was valuable. Use open-ended questions to understand the lead’s challenges and tailor the conversation accordingly.
📄 Prompt Template
Develop a board-ready digital transformation roadmap for [CompanyName] operating in [Region], focused on delivering measurable value over [TimeHorizon]. Anchor recommendations to [StrategicThemes] and a target profitability uplift of [TargetEBITMargin]. Start with a concise baseline of current digital maturity across fleet, warehousing, linehaul, last-mile, customer portals, and back-office. Quantify value pools (revenue, cost, working capital, CO₂e) and map enabling capabilities (data, platforms, talent, operating model). Specify governance, funding, and stage gates.
Output format:
Executive Summary (≤150 words).
Current-State Heatmap (markdown table: Domain | Capability | Maturity 1–5 | Pain Points | Quick Wins).
Value Tree (table: Lever | Initiative | Owner | KPI | Est. Benefit | Investment).
Phased Roadmap (table: Phase | Quarter | Initiative | Dependencies | Milestones | Risk | Status).
KPI Pack (table: Metric | Definition | Baseline [BaselineYear] | Target | Data Source | Cadence).
Prioritize initiatives by ROI, feasibility, and risk, and include clear decision asks for the next governance meeting.