Goals and Vision
“What are the top three goals you want to accomplish with technology in the next year?”
- What are the primary business goals you’re looking to achieve? (e.g., revenue growth, operational efficiency, enhanced customer engagement)
- What made you reach out for digital transformation or technology support now?
- How do you envision your business changing with the right technology solutions?
Current Technology Landscape
“Can you walk me through your current tech stack and any major processes it supports?”
- What digital tools or technologies are you currently using, and what are their primary purposes?
- Are there any specific pain points with your current systems? (e.g., inefficiencies, lack of integration, security concerns)
- How are you currently handling data management and analytics?
Challenges
“Where are the biggest frustrations for your team when it comes to using current tools or systems?”
- What is your biggest challenge in terms of technology right now?
- Are there areas where you feel your business could be performing better with the right digital tools?
- Are you facing any internal or external barriers to adopting new technology? (e.g., budget, resistance to change, regulatory concerns)
Outcomes and Priorities
“If we’re able to achieve [desired outcome], how will that impact your business or operations?”
- If we could address one thing for you over the next few months, what would it be?
- What would a successful engagement look like for you in terms of outcomes?
- Do you have a priority list or a timeline for these initiatives?
Budget and Decision Process
“Is there a specific budget range set aside for digital initiatives, or are we exploring this to help shape that investment?”
- Do you have a budget range in mind for this project?
- Who will be involved in the decision-making process for this project?
