Martín Gil Strategy · Executive Resources · ET-022

Decision support tool

Digital Transformation Diagnostic

Distinguish useful digital change from technology projects that add cost without improving execution.

Assess digital opportunities by business value, feasibility, adoption and risk.

Editable XLSX file compatible with Excel, Numbers and Google Sheets.

On iPhone: tap “Download”, not “View”, then open the file in Apple Numbers to edit it without Microsoft 365. Safari Quick Look may not represent the workbook correctly.

When to use itBefore investing in technology or when current systems create cost, errors or duplicated work.
What to prepareCurrent processes, measurable problems, systems, costs, available data, affected users and constraints.
What you will obtainPrioritise technology by business outcomes rather than novelty.

What problem it helps solve

Assess digital opportunities by business value, feasibility, adoption and risk.

Questions to answer before deciding

  • Which specific friction should be removed?
  • Who will use the solution and why?
  • Are sufficient and reliable data available?
  • Can the solution connect with current systems?
  • What access, loss or misuse risk exists?

How the result is interpreted

The 0–100 result is calculated only from confirmed rows. Document completeness is shown separately so that a completed worksheet is not confused with a favourable decision.

What it does not replace

The tool structures a decision. It does not replace financial, legal, tax, technical or human review when specialist verification is required.

User guide

How to use the tool

1

Define the scope

Specify the decision or situation being assessed.

2

Record evidence

Use verifiable data and documents.

3

Score from 1 to 5

Use one consistent and justified scale.

4

Close with accountability

Assign a condition and owner before confirming a row.

Within the framework

Diagnose

This tool forms part of the MGS Strategic Intelligence Framework™ and should be interpreted together with evidence, limits and the review mechanism.

Further reading

  1. Porter, M. E. (1980). Competitive Strategy. Free Press.
  2. Porter, M. E. (1985). Competitive Advantage. Free Press.
  3. Mintzberg, H. (1994). The Rise and Fall of Strategic Planning. Free Press.
  4. Kaplan, R. S. y Norton, D. P. (1996). The Balanced Scorecard. Harvard Business School Press.
  5. Christensen, C. M. (1997). The Innovator’s Dilemma. Harvard Business School Press.

Review methodology criteria, scoring and limitations.

Next step

When the tool identifies material exposure

Convert material gaps into a decision question, a verifiable scope and an expected outcome.