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Digital Transformation Project Engagement Matrix

Thinking of a digital transformation project in the DIY mode and looking for a template to manage your stakeholders? Not sure how to start the process of building engagement across subsidiaries? Not sure who needs to be involved with the digital transformation project? You might need a digital transformation engagement matrix template.

This resource will help structure the process for building engagement across departments and subsidiaries. It will also help you understand the difference between their title and the role they would play in a given project. Finally, it will help you manage the escalation process, which is critical for the success of a large digital transformation project.

To compile this template, we have analyzed hundreds of our client engagements. We found this template to be the most efficient for building the stakeholder matrix. This template is designed for ERP buyers and executives looking for a structured template to manage their stakeholders as part of the digital transformation project. Here is what you can expect from this template:

  How to capture the organizational structure of each subsidiary and their function as part of the digital transformation project?
 What is the difference between the job title and the project role, and how does that map to the digital transformation project?
 How to capture the communication preferences of each stakeholder, and how to group them in a manageable and centralized fashion?
 How to identify the teams that are going to be part of the core team, steering committee, or demo?
 How to identify the internal vs. external stakeholders, and how to hold them accountable as one team?

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Case Study

A brief walkthrough of a recent customer who went through the process of developing the strategy to transform their current eCommerce operations to include a buy-online-and-pick-up-in-store and buy-in-store-ship-to-home business model.


A leading fashion retailer with more than 30 stores throughout the United States was struggling with the customer experience and accommodation of business models such as buy-online-pick-up-in-store due to disconnected eCommerce and fulfillment systems. They needed omnichannel experience that could transform their experience and help them compete with their larger peers.


They hired ElevatIQ to assess their as-is and to-be state and come up with the strategy to enable the needed experience. Through the series of workshops and secondary research of their data, ElevatIQ formulated a strategy with the changes in business processes, information architecture, and systems.


The strategy resulted in a clear alignment of their executive teams with a refined understanding of their business processes and operations. The strategy also resulted in a clear understanding of the investments and solutions required to implement the strategy.


2024 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2024.