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"What are the key trends and success stories in B2B digitalization"

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"What are the key trends and success stories in B2B digitalization"

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Las 5 fuerzas clave del cambio

Premios y reconocimientos

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Una de las empresas más admiradas

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Un gran lugar para trabajar

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Un líder empresarial ético

Haz crecer tu carrera en el corazón del cambio

Es el momento de brillar. Tráete tu ingenio, tu curiosidad y tus grandes ideas.

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Accenture | España | Abriendo paso al cambio

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Accenture aprovecha las posibilidades que ofrecen tecnologías innovadoras y colabora con sus clientes para alcanzar el mejor desempeño. ¡Aprende más!

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List of the 10 main competitors for ConsultCorp and including some of the main strategies in digitalization they use on each one.

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Technology Magazine highlights how the Top 10 tech consulting firms are helping organisations navigate AI, cloud and cybersecurity challenges

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A digital transformation roadmap is a structured, goal-oriented plan that reflects how your organization actually operates - and where it's trying to go.

Some companies start with customer experience. Others prioritize data governance, internal automation, or compliance. No matter the entry point, the roadmap needs to connect those efforts to technology, workflows, and long-term business value.

Many plans fail here. They define high-level goals but skip the operational groundwork needed to support them. That's especially important for organizations that want to move beyond fragmented tools or short-term fixes. A well-designed plan, on the other hand, can guide transformation across different departments, helping align efforts and identify the enablers each area needs.

Let's review how to plan for digital transformation, step by step.

Digital transformation roadmap main components

A digital transformation roadmap is a strategic document that lays out how an organization will shift from its current operational model to a more digital, data-driven, and scalable one. It covers more than just IT projects or product rollouts. It creates alignment across the business by breaking down the transformation into defined phases, with clear objectives, responsible teams, and measurable outcomes.

Without a roadmap, digital initiatives risk failing, stalling, or creating more complexity than they solve. A well-designed plan, on the other hand, can guide transformation across different departments, helping align efforts and identify the enablers each area needs.

Key elements of a digital transformation roadmap often include:

A clear vision or strategic objective.

A current-state assessment (processes, systems, culture).

Initiatives mapped by quarter or phase.

Supporting capabilities or tools.

Metrics to track progress.

The format and structure of a roadmap can vary depending on the size and needs of the organization. Some companies build separate roadmaps for different business areas - like IT, HR, or operations - while others maintain a single, unified plan with cross-functional ownership.

Either way, the roadmap should create focus. It should help decision-makers prioritize, communicate progress, and make adjustments based on what's working (or not).

How to define a digital transformation roadmap in 5 steps

A digital transformation roadmap outlines how your organization will evolve to meet modern demands. That could mean better tools, more responsive processes, or stronger alignment across teams. But a good roadmap does more than list projects. It connects strategy with execution. It identifies what needs to change, who it affects, and how progress will be measured.

The key is not to start from your org chart or tech stack, but from how your organization delivers value, internally and externally.

Here's a way to structure that process:

1. Define key focus areas

Start by deciding which parts of the organization the roadmap will address. Some companies focus first on customer experience. Others begin with internal operations or decision-making processes. What matters is clarity -trying to change everything at once often leads to vague, unfocused initiatives.

You might organize your roadmap around:

Internal processes (e.g., approvals, documentation, employee support).

Customer interactions (e.g., digital services, feedback loops, onboarding).

Decision intelligence (e.g., analytics, forecasting, cross-departmental insights).

The focus areas you choose will shape the structure of the roadmap and the types of changes it prioritizes.

2. Analyze how work gets done today

Transformation isn't about replacing every tool or system-it's about understanding how work currently flows across people, platforms, and channels, and identifying what's slowing it down.

Questions to explore:

Where are the delays or handoff issues?

Are people jumping between too many systems?

Do teams have the information they need when they need it?

Are manual tasks eating up time that could be automated?

This analysis helps ground your roadmap in current-state reality instead of jumping straight to ideal solutions.

3. Set specific, experience-driven goals

Once you understand how things currently work, define where you want to go, and what "better" looks like. Keep goals practical, measurable, and tied to actual experiences.

For example:

Reduce time to complete internal requests (e.g., purchases, access, support).

Give managers real-time visibility into project or resource status.

Make it easier for customers to resolve issues without escalation.

Shorten the onboarding time for new employees or vendors.

Each goal should reflect a pain point and a desired outcome - not just implement technology for its own sake.

4. Identify enablers - not just tools

Technology plays a role, but it's only one part of the picture. A real enabler might be a new platform, a redesigned workflow, clearer accountability, or a shared dataset across teams.

Ask:

What needs to exist for the goal to succeed?

What needs to stop happening?

What behaviors or structures will need to shift?

5. Structure initiatives in phases

Instead of a monolithic "transformation," break your roadmap into phases or waves, each tied to a focus area and a clear set of deliverables.

Each phase should:

Solve a specific problem or improve a key experience.

Be feasible based on current maturity and capacity.

Include a way to measure progress and adjust.

You can prioritize phases based on impact, urgency, or how foundational they are to later improvements.

Digital transformation roadmap template

To help structure your efforts, we've created a digital transformation roadmap template you can customize. It includes fields for:

Business objectives

Current state assessment

Key initiatives

Phases and timelines

Roles and responsibilities

KPIs and progress indicators

Use this as a starting point. Adjust based on your organization's context and complexity.

Roadmap for digital transformation strategy examples

Below are three example roadmaps based on common focus areas: internal operations, customer experience, and service management as a foundation for enterprise-wide change.

1. Internal operations: building clarity and automation into daily work

Focus: Improve internal processes across departments to reduce friction and make work more predictable.

Roadmap outline:

Phase 4: Use dashboards to surface blockers and show trends in service delivery across teams.

Enablers: workflow automation platform, process documentation, shared request catalog, training on new systems.

2. Enterprise Service Management: Creating a foundation for cross-team coordination

Focus: A digital transformation initiative based on ITSM principles. Establish a shared way to manage requests, assets, and service delivery across business units - starting with IT, but not ending there.

Roadmap outline:

Phase 4: Use shared reporting and dashboards to connect service performance with business outcomes.

Enablers: IT Service Management platform (ITSM/ESM), asset database (CMDB or equivalent), catalog-driven workflows, unified support model.

3. Customer experience: improving digital touchpoints and support

Focus: Enhance the way customers interact with your services - from first contact to resolution.

Roadmap outline:

Phase 4: Connect customer data across departments to enable personalized support and better handoffs.

Enablers: omnichannel support platform, knowledge base, customer journey mapping, analytics for service quality.

Conclusion

Building a digital transformation roadmap is how organizations turn ambition into tangible change. When your roadmap is tied to real outcomes, supported by the right tools, and grounded in how your business actually works, it becomes a blueprint you can act on, not just a list of aspirations.

Whether you're focusing on one department or orchestrating change across multiple functions, defining your phases, enablers, and dependencies helps you move with purpose.

At InvGate, we've worked with organizations across industries that all reached the same conclusion: without a strong foundation, digital transformation gets stuck. Tools don't integrate, data remains siloed, and processes can't scale. That's where service-oriented thinking becomes valuable. Structuring efforts around services - like internal support, data flows, and employee experience - brings business and IT closer together.

With a solid Service Management core, digital initiatives are more likely to stick because they're being built on systems that already track ownership, dependencies, and usage.

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Digital Transformation Roadmap: Plan, Phase, And Execute it Right

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A step-by-step guide to creating a digital transformation roadmap, including real examples and a downloadable template.

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Las compañías deben partir de la premisa de que el enfoque estratégico hacia la transformación digital debe realizarse con perspectiva, metodología y herramientas basadas tanto en el conocimiento del negocio como en las tecnologías habilitadoras asociadas a su actividad. Este enfoque supone obligatoriamente un planteamiento personalizado y adaptado a las características de cada compañía.

Un roadmap de transformación digital implica un proceso continuo que toca todas las áreas de una empresa, desde marketing hasta producción, enfatizando la adopción de una nueva cultura corporativa.

Por qué necesitas diseñar una Roadmap

Ante la gran pregunta que se realizan los directores de las compañías sobre ¿cómo defino la dirección del camino que debe seguir mi compañía para lograr la transformación digital de mi negocio?, debemos responder que no existe una fórmula mágica para llevar a cabo una adecuada transformación digital y por ello, es imprescindible diseñar un plan de transformación digital adaptado a la empresa y a sus capacidades, plasmándolo en una hoja de ruta, pero, ¿por qué?

Una Roadmap forma parte de un proceso dirigido a estudiar y a definir nuevos modelos de negocio, implicando a la propia empresa, a sus clientes y a un colaborador tecnológico experto en el proceso, que aporte una visión externa. Se trata, por tanto, de un camino necesario que debe concluir con un documento que visualice hacia dónde debe dirigirse la compañía y que recoja los resultados que se desean lograr. Un roadmap es esencial para la transformación digital, ofreciendo una visión clara y estratégica del camino a seguir, más allá de ser un simple proyecto tecnológico. La implementación efectiva de un roadmap digital requiere pasos claros, integrando tanto tecnología como estrategia de negocio, y considerando un cambio cultural significativo. El roadmap impacta en diversas áreas de la empresa, integrando iniciativas digitales en marketing, ventas, atención al cliente y operaciones, asegurando una transformación integral.

Qué información debe incluir una hoja de ruta

El documento que se convertirá en la hoja de ruta (roadmap) hacia la transformación digital de una organización, debe recoger dos aspectos fundamentales:

Una perspectiva estratégica: (meta común y visión integrada) que impacte de forma transversal en toda la compañía.

El conjunto de acciones a poner en marcha: sobre todo, en el corto-medio plazo y en base a diferentes habilitadores digitales.

En palabras de Elon Musk, CEO Tesla Motor, "Las personas trabajan mejor cuando saben cuál es el objetivo y por qué hay que conseguirlo" por lo que los objetivos, tanto a nivel estratégico como de ejecución recogidos en la hoja de ruta serán imprescindibles para la implicación del conjunto de la compañía y para el éxito del proceso.

Esta hoja de ruta recogerá por tanto una descripción de los diferentes proyectos e iniciativas que la compañía deberá poner en marcha, definiendo una estimación presupuestaria de las mismas, con el objetivo de que haya un retorno definido y orientado a la transformación digital del modelo de negocio. Gracias a ello y a los objetivos e indicadores previamente definidos se podrá medir la correcta ejecución del plan y el cumplimiento de los objetivos establecidos inicialmente en la hoja de ruta.

Por otro lado, la roadmap debe atender también a la gestión del cambio que supone un proceso de transformación digital, puesto que la inversión en proyectos tecnológicos es sólo una parte de la transformación.

Para lograrlo, el documento debe prestar especial atención al cambio cultural, que actúa de forma transversal en todas las acciones a ejecutar, es decir, integrando iniciativas relacionadas con el liderazgo digital y transformador de la dirección de la empresa, la adquisición de nuevas competencias por parte del personal trabajador, el despliegue de nuevas formas de trabajar haciendo ágil, abierto y horizontal la construcción en torno al cliente y con la creación de nuevos modelos de negocio, entre otros factores.

Conclusión

Las compañías que han diseñado su hoja de ruta de transformación digital y que ya la tienen en marcha han identificado que les permite no sólo generar ventajas competitivas con la propia implantación de las soluciones, sino que también les ha proporcionado una nueva información para la toma de decisiones, la adquisición de nuevos conocimientos y el lanzamiento de nuevos servicios y productos para los que su competencia aún no está preparada. En resumen, un roadmap de proyectos digitales es mucho más que una guía tecnológica; es un plan estratégico para la innovación y crecimiento empresarial sostenido.

En definitiva, las empresas están en condiciones de transformar su negocio gracias a un sistema inteligente de toma de decisiones y a una alta capacidad de innovar a través de estrategias trasformadoras, apoyadas por una cultura organizativa abierta a asumir riesgos.

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Roadmap: elemento clave para la transformación digital de tu empresa

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El enfoque estratégico para la transformación digital requiere perspectiva, metodología y herramientas adaptadas a cada negocio y su tecnología asociada. En esta sección ponemos a tu disposición el conocimiento experto de nuestros profesionales, así como noticias de actualidad del sector. Además, te invitamos a conocer y descargar whitepaper, infografías y ebook editados por Izertis.

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Steps to Execute Digital Transformation Strategy

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Develop a successful digital transformation strategy with a clear roadmap to modernize operations, enhance efficiency and drive innovation.

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The Whatfix Blog | Drive Digital Adoption

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How to Deploy Your Digital Transformation Roadmap

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Digital transformation roadmap gets tossed around a lot but the advice on how to deploy one is unnecessarily complicated.