Digital Transformation Readiness Checklist

Use this checklist to assess how prepared your business is for digital transformation. It’s not about having all the answers — it’s about identifying where to focus first.

Strategic Foundation

• ☐ We have a clear business strategy that includes digital capabilities.
• ☐ Our leadership team supports and drives digital change.
• ☐ We’ve identified key business challenges that could benefit from digital solutions.

Technology Landscape

• ☐ Core business systems (CRM, accounting, inventory) are up to date.
• ☐ Our systems are cloud-based or accessible remotely.
• ☐ We have automation tools for repetitive tasks (e.g., invoicing, reporting).

People & Culture

• ☐ Staff are open to new technologies and digital workflows.
• ☐ We have internal training or upskilling programs in place.
• ☐ Key departments collaborate on digital initiatives (not just IT).

Cybersecurity & Continuity

• ☐ We have clear cybersecurity policies and access controls.
• ☐ Regular backups and a disaster recovery plan are in place.
• ☐ We’ve conducted a recent cybersecurity risk assessment.

Use the results of this checklist to prioritise your next steps. Unsure where to start? We're here to help.