digital-maturity-assessment

Digital Maturity Assessment

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Digital Maturity Assessment

Business Case

Problem Statement

Digital transformation challenges:

  • Unclear current state of digitalization

  • Difficulty prioritizing investments

  • Lack of benchmarking capability

  • No roadmap for improvement

Solution

Comprehensive digital maturity assessment framework to evaluate technology adoption, data culture, and process maturity with actionable recommendations.

Technical Implementation

import pandas as pd from typing import Dict, Any, List, Optional from dataclasses import dataclass, field from datetime import datetime from enum import Enum

class MaturityLevel(Enum): INITIAL = 1 # Ad-hoc, reactive DEVELOPING = 2 # Some processes defined DEFINED = 3 # Standardized processes MANAGED = 4 # Measured and controlled OPTIMIZING = 5 # Continuous improvement

class AssessmentDimension(Enum): STRATEGY = "strategy" TECHNOLOGY = "technology" DATA = "data" PROCESSES = "processes" PEOPLE = "people" CULTURE = "culture"

class SubDimension(Enum): # Strategy DIGITAL_VISION = "digital_vision" LEADERSHIP = "leadership" INVESTMENT = "investment"

# Technology
INFRASTRUCTURE = "infrastructure"
SYSTEMS_INTEGRATION = "systems_integration"
AUTOMATION = "automation"

# Data
DATA_QUALITY = "data_quality"
DATA_GOVERNANCE = "data_governance"
ANALYTICS = "analytics"

# Processes
STANDARDIZATION = "standardization"
DIGITIZATION = "digitization"
OPTIMIZATION = "optimization"

# People
SKILLS = "skills"
TRAINING = "training"
ADOPTION = "adoption"

# Culture
INNOVATION = "innovation"
COLLABORATION = "collaboration"
CHANGE_READINESS = "change_readiness"

@dataclass class AssessmentQuestion: question_id: str dimension: AssessmentDimension sub_dimension: SubDimension question: str level_descriptions: Dict[int, str] weight: float = 1.0

@dataclass class Response: question_id: str score: int # 1-5 notes: str = ""

@dataclass class DimensionScore: dimension: AssessmentDimension score: float level: MaturityLevel sub_scores: Dict[str, float] gaps: List[str] recommendations: List[str]

class DigitalMaturityAssessment: """Assess organization's digital transformation readiness."""

def __init__(self, organization_name: str):
    self.organization_name = organization_name
    self.questions: Dict[str, AssessmentQuestion] = {}
    self.responses: Dict[str, Response] = {}
    self.assessment_date = datetime.now()
    self._define_standard_questions()

def _define_standard_questions(self):
    """Define standard assessment questions."""

    questions = [
        # Strategy
        AssessmentQuestion(
            "STR-01", AssessmentDimension.STRATEGY, SubDimension.DIGITAL_VISION,
            "Does the organization have a documented digital transformation strategy?",
            {
                1: "No strategy exists",
                2: "Informal ideas discussed",
                3: "Strategy documented but not widely communicated",
                4: "Strategy documented, communicated, and aligned with business goals",
                5: "Strategy is continuously updated and drives all decisions"
            }, weight=1.5
        ),
        AssessmentQuestion(
            "STR-02", AssessmentDimension.STRATEGY, SubDimension.LEADERSHIP,
            "How engaged is leadership in digital initiatives?",
            {
                1: "No leadership involvement",
                2: "Occasional interest",
                3: "Executive sponsor assigned",
                4: "Active C-level championship",
                5: "Digital-first mindset at all leadership levels"
            }, weight=1.5
        ),
        AssessmentQuestion(
            "STR-03", AssessmentDimension.STRATEGY, SubDimension.INVESTMENT,
            "What is the investment level in digital technologies?",
            {
                1: "No dedicated budget",
                2: "Ad-hoc project funding",
                3: "Annual budget for digital projects",
                4: "Multi-year investment plan",
                5: "Strategic investment portfolio with ROI tracking"
            }, weight=1.0
        ),

        # Technology
        AssessmentQuestion(
            "TECH-01", AssessmentDimension.TECHNOLOGY, SubDimension.INFRASTRUCTURE,
            "What is the state of IT infrastructure?",
            {
                1: "Legacy systems, no cloud",
                2: "Some cloud adoption",
                3: "Hybrid cloud environment",
                4: "Cloud-first approach",
                5: "Modern, scalable, secure infrastructure"
            }, weight=1.0
        ),
        AssessmentQuestion(
            "TECH-02", AssessmentDimension.TECHNOLOGY, SubDimension.SYSTEMS_INTEGRATION,
            "How well are systems integrated?",
            {
                1: "Siloed systems, manual data transfer",
                2: "Some point-to-point integrations",
                3: "Integration middleware in place",
                4: "API-based integration architecture",
                5: "Real-time data flow across all systems"
            }, weight=1.2
        ),
        AssessmentQuestion(
            "TECH-03", AssessmentDimension.TECHNOLOGY, SubDimension.AUTOMATION,
            "What is the level of process automation?",
            {
                1: "Manual processes only",
                2: "Basic spreadsheet automation",
                3: "Workflow automation tools in use",
                4: "Robotic process automation (RPA)",
                5: "AI-powered intelligent automation"
            }, weight=1.0
        ),

        # Data
        AssessmentQuestion(
            "DATA-01", AssessmentDimension.DATA, SubDimension.DATA_QUALITY,
            "How is data quality managed?",
            {
                1: "No data quality processes",
                2: "Reactive data cleaning",
                3: "Data quality rules defined",
                4: "Automated data quality monitoring",
                5: "Continuous data quality improvement"
            }, weight=1.2
        ),
        AssessmentQuestion(
            "DATA-02", AssessmentDimension.DATA, SubDimension.DATA_GOVERNANCE,
            "What data governance is in place?",
            {
                1: "No governance",
                2: "Informal data ownership",
                3: "Data governance framework defined",
                4: "Active data stewardship program",
                5: "Mature governance with clear accountability"
            }, weight=1.0
        ),
        AssessmentQuestion(
            "DATA-03", AssessmentDimension.DATA, SubDimension.ANALYTICS,
            "What analytics capabilities exist?",
            {
                1: "Basic reporting only",
                2: "Ad-hoc analysis in spreadsheets",
                3: "BI dashboards and standard reports",
                4: "Advanced analytics and predictive models",
                5: "AI/ML-driven insights and prescriptive analytics"
            }, weight=1.3
        ),

        # Processes
        AssessmentQuestion(
            "PROC-01", AssessmentDimension.PROCESSES, SubDimension.STANDARDIZATION,
            "How standardized are construction processes?",
            {
                1: "No standard processes",
                2: "Some documented procedures",
                3: "Standard operating procedures defined",
                4: "Processes measured and improved",
                5: "Best practices continuously optimized"
            }, weight=1.0
        ),
        AssessmentQuestion(
            "PROC-02", AssessmentDimension.PROCESSES, SubDimension.DIGITIZATION,
            "What is the level of process digitization?",
            {
                1: "Paper-based processes",
                2: "Some digital forms",
                3: "Most workflows digitized",
                4: "End-to-end digital workflows",
                5: "Fully digital with real-time tracking"
            }, weight=1.2
        ),

        # People
        AssessmentQuestion(
            "PPL-01", AssessmentDimension.PEOPLE, SubDimension.SKILLS,
            "What digital skills exist in the workforce?",
            {
                1: "Basic computer literacy only",
                2: "Some power users",
                3: "Digital skills training available",
                4: "Dedicated data/digital team",
                5: "Organization-wide digital fluency"
            }, weight=1.0
        ),
        AssessmentQuestion(
            "PPL-02", AssessmentDimension.PEOPLE, SubDimension.TRAINING,
            "How is digital training managed?",
            {
                1: "No training programs",
                2: "Ad-hoc training",
                3: "Structured training curriculum",
                4: "Continuous learning culture",
                5: "Learning organization with career paths"
            }, weight=0.8
        ),
        AssessmentQuestion(
            "PPL-03", AssessmentDimension.PEOPLE, SubDimension.ADOPTION,
            "How well are digital tools adopted?",
            {
                1: "Resistance to new tools",
                2: "Partial adoption",
                3: "Most users trained and using tools",
                4: "High adoption with champions",
                5: "Full adoption with user-driven innovation"
            }, weight=1.0
        ),

        # Culture
        AssessmentQuestion(
            "CUL-01", AssessmentDimension.CULTURE, SubDimension.INNOVATION,
            "How is innovation encouraged?",
            {
                1: "Innovation not valued",
                2: "Occasional innovation projects",
                3: "Innovation time/budget allocated",
                4: "Innovation program with incentives",
                5: "Innovation embedded in culture"
            }, weight=0.8
        ),
        AssessmentQuestion(
            "CUL-02", AssessmentDimension.CULTURE, SubDimension.COLLABORATION,
            "How is collaboration supported?",
            {
                1: "Siloed departments",
                2: "Project-based collaboration",
                3: "Collaboration tools widely used",
                4: "Cross-functional teams common",
                5: "Seamless internal and external collaboration"
            }, weight=0.8
        ),
        AssessmentQuestion(
            "CUL-03", AssessmentDimension.CULTURE, SubDimension.CHANGE_READINESS,
            "How ready is the organization for change?",
            {
                1: "Strong resistance to change",
                2: "Acceptance of necessary changes",
                3: "Change management processes exist",
                4: "Proactive change adoption",
                5: "Change agility and resilience"
            }, weight=1.0
        )
    ]

    for q in questions:
        self.questions[q.question_id] = q

def record_response(self, question_id: str, score: int, notes: str = ""):
    """Record a response to a question."""

    if question_id not in self.questions:
        return

    if score < 1 or score > 5:
        score = max(1, min(5, score))

    self.responses[question_id] = Response(
        question_id=question_id,
        score=score,
        notes=notes
    )

def record_responses_from_df(self, df: pd.DataFrame):
    """Record responses from DataFrame."""

    for _, row in df.iterrows():
        self.record_response(
            str(row['question_id']),
            int(row['score']),
            str(row.get('notes', ''))
        )

def calculate_dimension_score(self, dimension: AssessmentDimension) -> DimensionScore:
    """Calculate score for a dimension."""

    dim_questions = [q for q in self.questions.values() if q.dimension == dimension]
    sub_scores = {}
    gaps = []
    recommendations = []

    total_weighted_score = 0
    total_weight = 0

    for q in dim_questions:
        response = self.responses.get(q.question_id)
        if response:
            weighted_score = response.score * q.weight
            total_weighted_score += weighted_score
            total_weight += q.weight

            # Track sub-dimension scores
            sub_dim = q.sub_dimension.value
            if sub_dim not in sub_scores:
                sub_scores[sub_dim] = []
            sub_scores[sub_dim].append(response.score)

            # Identify gaps (score < 3)
            if response.score < 3:
                gaps.append(f"{q.sub_dimension.value}: {q.question}")

    # Calculate average
    avg_score = total_weighted_score / total_weight if total_weight > 0 else 0

    # Determine maturity level
    if avg_score < 1.5:
        level = MaturityLevel.INITIAL
    elif avg_score < 2.5:
        level = MaturityLevel.DEVELOPING
    elif avg_score < 3.5:
        level = MaturityLevel.DEFINED
    elif avg_score < 4.5:
        level = MaturityLevel.MANAGED
    else:
        level = MaturityLevel.OPTIMIZING

    # Calculate sub-dimension averages
    sub_scores = {k: round(sum(v) / len(v), 2) for k, v in sub_scores.items()}

    # Generate recommendations based on gaps
    recommendations = self._get_recommendations(dimension, sub_scores)

    return DimensionScore(
        dimension=dimension,
        score=round(avg_score, 2),
        level=level,
        sub_scores=sub_scores,
        gaps=gaps,
        recommendations=recommendations
    )

def _get_recommendations(self, dimension: AssessmentDimension,
                          sub_scores: Dict[str, float]) -> List[str]:
    """Generate recommendations based on scores."""

    recommendations = []

    if dimension == AssessmentDimension.STRATEGY:
        if sub_scores.get('digital_vision', 0) < 3:
            recommendations.append("Develop and document a clear digital transformation strategy")
        if sub_scores.get('leadership', 0) < 3:
            recommendations.append("Increase executive engagement in digital initiatives")

    elif dimension == AssessmentDimension.TECHNOLOGY:
        if sub_scores.get('infrastructure', 0) < 3:
            recommendations.append("Modernize IT infrastructure with cloud adoption")
        if sub_scores.get('systems_integration', 0) < 3:
            recommendations.append("Implement integration platform for better data flow")

    elif dimension == AssessmentDimension.DATA:
        if sub_scores.get('data_quality', 0) < 3:
            recommendations.append("Establish data quality standards and validation processes")
        if sub_scores.get('analytics', 0) < 3:
            recommendations.append("Invest in business intelligence and analytics capabilities")

    elif dimension == AssessmentDimension.PROCESSES:
        if sub_scores.get('digitization', 0) < 3:
            recommendations.append("Prioritize digitization of key business processes")

    elif dimension == AssessmentDimension.PEOPLE:
        if sub_scores.get('skills', 0) < 3:
            recommendations.append("Develop digital skills training program")
        if sub_scores.get('adoption', 0) < 3:
            recommendations.append("Implement change management for tool adoption")

    elif dimension == AssessmentDimension.CULTURE:
        if sub_scores.get('innovation', 0) < 3:
            recommendations.append("Create innovation incentives and dedicated time")
        if sub_scores.get('change_readiness', 0) < 3:
            recommendations.append("Build change management capability")

    return recommendations

def get_overall_assessment(self) -> Dict[str, Any]:
    """Get overall digital maturity assessment."""

    dimension_scores = {}
    all_recommendations = []
    all_gaps = []

    total_score = 0

    for dimension in AssessmentDimension:
        dim_result = self.calculate_dimension_score(dimension)
        dimension_scores[dimension.value] = {
            'score': dim_result.score,
            'level': dim_result.level.name,
            'sub_scores': dim_result.sub_scores
        }
        total_score += dim_result.score
        all_recommendations.extend(dim_result.recommendations)
        all_gaps.extend(dim_result.gaps)

    avg_score = total_score / len(AssessmentDimension)

    # Determine overall level
    if avg_score < 1.5:
        overall_level = MaturityLevel.INITIAL
    elif avg_score < 2.5:
        overall_level = MaturityLevel.DEVELOPING
    elif avg_score < 3.5:
        overall_level = MaturityLevel.DEFINED
    elif avg_score < 4.5:
        overall_level = MaturityLevel.MANAGED
    else:
        overall_level = MaturityLevel.OPTIMIZING

    return {
        'organization': self.organization_name,
        'assessment_date': self.assessment_date.isoformat(),
        'overall_score': round(avg_score, 2),
        'overall_level': overall_level.name,
        'overall_level_value': overall_level.value,
        'dimension_scores': dimension_scores,
        'total_responses': len(self.responses),
        'total_questions': len(self.questions),
        'top_gaps': all_gaps[:5],
        'priority_recommendations': all_recommendations[:5]
    }

def export_to_excel(self, output_path: str) -> str:
    """Export assessment results to Excel."""

    assessment = self.get_overall_assessment()

    with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
        # Summary
        summary_df = pd.DataFrame([{
            'Organization': assessment['organization'],
            'Date': assessment['assessment_date'],
            'Overall Score': assessment['overall_score'],
            'Maturity Level': assessment['overall_level'],
            'Responses': assessment['total_responses'],
            'Questions': assessment['total_questions']
        }])
        summary_df.to_excel(writer, sheet_name='Summary', index=False)

        # Dimension scores
        dim_data = []
        for dim, scores in assessment['dimension_scores'].items():
            dim_data.append({
                'Dimension': dim,
                'Score': scores['score'],
                'Level': scores['level']
            })
        dim_df = pd.DataFrame(dim_data)
        dim_df.to_excel(writer, sheet_name='Dimensions', index=False)

        # All responses
        response_data = []
        for q_id, response in self.responses.items():
            q = self.questions[q_id]
            response_data.append({
                'Question ID': q_id,
                'Dimension': q.dimension.value,
                'Sub-Dimension': q.sub_dimension.value,
                'Question': q.question,
                'Score': response.score,
                'Level Description': q.level_descriptions.get(response.score, ''),
                'Notes': response.notes
            })
        response_df = pd.DataFrame(response_data)
        response_df.to_excel(writer, sheet_name='Responses', index=False)

        # Recommendations
        rec_df = pd.DataFrame({'Recommendation': assessment['priority_recommendations']})
        rec_df.to_excel(writer, sheet_name='Recommendations', index=False)

    return output_path

def get_questions_list(self) -> pd.DataFrame:
    """Get list of all questions."""

    data = [{
        'Question ID': q.question_id,
        'Dimension': q.dimension.value,
        'Sub-Dimension': q.sub_dimension.value,
        'Question': q.question,
        'Weight': q.weight
    } for q in self.questions.values()]

    return pd.DataFrame(data)

Quick Start

Create assessment

assessment = DigitalMaturityAssessment("ABC Construction Inc.")

Record responses

assessment.record_response("STR-01", 3, "Strategy exists but needs updating") assessment.record_response("STR-02", 4, "Strong executive support") assessment.record_response("STR-03", 3) assessment.record_response("TECH-01", 2, "Still mostly on-premise") assessment.record_response("TECH-02", 2, "Manual data transfer between systems") assessment.record_response("TECH-03", 3) assessment.record_response("DATA-01", 2) assessment.record_response("DATA-02", 2) assessment.record_response("DATA-03", 3) assessment.record_response("PROC-01", 3) assessment.record_response("PROC-02", 2) assessment.record_response("PPL-01", 3) assessment.record_response("PPL-02", 2) assessment.record_response("PPL-03", 3) assessment.record_response("CUL-01", 2) assessment.record_response("CUL-02", 3) assessment.record_response("CUL-03", 3)

Get overall assessment

results = assessment.get_overall_assessment() print(f"Overall Score: {results['overall_score']}/5") print(f"Maturity Level: {results['overall_level']}") print(f"\nTop Recommendations:") for rec in results['priority_recommendations']: print(f" - {rec}")

Common Use Cases

  1. Dimension Analysis

data_score = assessment.calculate_dimension_score(AssessmentDimension.DATA) print(f"Data Dimension: {data_score.score}/5 ({data_score.level.name})") print(f"Sub-scores: {data_score.sub_scores}")

  1. Export Report

assessment.export_to_excel("maturity_assessment.xlsx")

  1. Get Questions

questions = assessment.get_questions_list() print(questions)

  1. Bulk Response Import

responses_df = pd.DataFrame([ {'question_id': 'STR-01', 'score': 3, 'notes': 'In progress'}, {'question_id': 'STR-02', 'score': 4, 'notes': ''} ]) assessment.record_responses_from_df(responses_df)

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