Digital Maturity Assessment
Place your business on a 5-stage digital maturity scale across customer, operations, data, technology, and people.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- Customers can request quotes, book, or buy online without talking to us.
- 3
- Every lead and customer interaction is logged in a CRM.
- 3
- Customers get automated confirmations, reminders, and status updates.
- 2
- We lose track of leads or follow-ups because they live in inboxes or notebooks.
- 4
- Quoting, scheduling, and invoicing run in software, not on paper or spreadsheets.
- 4
- Our core workflows are documented and the software enforces them.
- 2
- We have automated at least a few repetitive tasks (reminders, data syncs, approvals).
- 2
- Staff re-key the same information into more than one system.
- 4
- We have a dashboard of key metrics that updates without manual work.
- 2
- Leadership reviews the numbers on a set weekly or monthly cadence.
- 3
- We trust our data: customers, jobs, and financials match across systems.
- 2
- We use data to forecast demand, cash, or capacity, not just to report the past.
- 1
- Our main systems are cloud-based and accessible from anywhere.
- 4
- Our CRM, operations, and accounting tools are integrated.
- 2
- We have MFA, backups, and someone accountable for IT security.
- 3
- We pay for overlapping tools or software nobody uses.
- 3
- Someone owns digital and technology improvement as part of their job.
- 2
- We budget for technology as an investment with a roadmap, not ad hoc purchases.
- 2
- Staff adopt new tools quickly and are trained when we roll them out.
- 3
- We are actively testing AI tools on real work.
- 3
Example results
Digital maturity: 38/100, Stage 2: Digitizing. Some tools are in place, but they are siloed and inconsistently used. Data & insight (25/100) is holding you back most.
- Digital maturity score
- 38/100
- Maturity stage
- Stage 2: Digitizing
- Customer experience
- 38/100
- Operations
- 38/100
- Data & insight
- 25/100
- Technology stack
- 50/100
- People & leadership
- 38/100
- Gap: strongest vs. weakest area
- 25
What stands out
Data & insight is at Stage 2 (25/100)
Define 8–10 KPIs, connect them to a live dashboard, and review them weekly in a fixed meeting.
Customer experience is at Stage 2 (38/100)
Let customers book, pay, and get status updates online without calling you, and track every lead in one CRM.
Operations is at Stage 2 (38/100)
Replace paper and spreadsheet handoffs in quoting, scheduling, and invoicing with one workflow system everyone uses.
38/100: 7 points to Stage 3: Connected
Core systems are in place; integration and data use are the next step.
Next actions
- Define 8–10 KPIs, connect them to a live dashboard, and review them weekly in a fixed meeting.
- Let customers book, pay, and get status updates online without calling you, and track every lead in one CRM.
- Set a 12-month goal to reach Stage 3: Connected: that means lifting your overall score by 7 points, mostly in the two weakest areas.
Model assumptions & limitations
- Stage cut-offs (25/45/65/82) are a simplified five-stage maturity model, not an industry standard.
- Scores are self-reported; all five areas are weighted equally.