Checklist

Digital Operations Transformation Checklist

An interactive checklist that helps operations teams assess readiness across governance, integration, people, and data so digital initiatives deliver measurable operational value before scaling.

Interactive Tool

Digital Operations Transformation Checklist

Use this checklist to quickly assess whether a digital operations initiative has the minimum capabilities, ownership, and controls needed to move from pilot to reliable scale. For each area, mark the current status, add brief evidence or notes, and name the accountable person or role. The form saves your responses so you can track improvements over time and prioritize next steps.

Have specific operational use cases been defined with measurable success criteria (KPIs) and expected ROI?
List primary use cases, target metrics (e.g., % downtime reduction), and links or references to ROI calculations or business cases.
Name or role accountable for the use-case definition and tracking.
Is there a documented plan for secure data flows, network segmentation, protocols, and responsibilities across OT and IT teams?
Include known constraints (legacy PLCs, network limits), required gateways, and integration patterns (MQTT, OPC-UA, APIs).
Who owns the OT–IT integration plan? (role or team)
Are source data definitions, owners, and quality rules documented for the data the initiative will use?
Note known quality problems (duplicates, missing timestamps), cleansing steps, and controls to prevent regression.
Who is responsible for data accuracy and ongoing stewardship?
Is there an approach to engage operators, supervisors, and stakeholders, plus communication and feedback loops?
List planned communications, stakeholder workshops, feedback capture, and how operational concerns will be addressed.
Who sponsors and coordinates change activities?
Are success gates, acceptance tests, and scaling steps defined (repeatable deployment, rollback, metrics thresholds)?
Note production support needs, provisioning, licensing, and cross-site dependencies.
Have security reviews been completed that cover OT/IT risks, access control, encryption, and incident response roles?
Summarize critical findings and planned mitigations (network segmentation, MFA, VPNs, patching).
Are production monitoring metrics, alert thresholds, and escalation paths defined for operational impact?
List the top KPIs to monitor (availability, data latency, data completeness) and who responds to alerts.
Is there an operational training plan for users, maintainers, and support teams including job aids and escalation steps?
Note who will be trained, delivery method (hands-on, e-learning), and frequency of refreshers.
Rate current readiness to scale this initiative from 1 (Not ready) to 5 (Ready to scale).
1.0 10.0
List the top three concrete actions, owners, and target dates to move readiness forward.
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