digital-strategy

name	digital-strategy
description	Digital transformation strategy planning and blueprint design for consulting engagements. Use when the user requests (1) creating or updating a digital transformation strategy, (2) digital top-level design or blueprint, (3) digital vision mission or goal setting, (4) digital transformation roadmap or phased planning, (5) digital strategy reports or presentation materials for leadership. Also triggers when keywords appear such as digital transformation strategy, digital blueprint, digital top-level design, transformation roadmap, digital vision, digital strategic planning. This skill produces structured strategic content that can be rendered into PPT, documents, or Excel deliverables via collaborating skills.
version	1.0.0
domain	consulting
last_updated	2026-08-26
status	stable

Digital Strategy

Strategic planning for enterprise digital transformation. Produces structured strategic content covering vision, maturity assessment, gap analysis, target blueprint, implementation roadmap, and governance framework.

Workflow

Follow this sequence. Do not skip steps.

1. Diagnosis        → Understand context, select framework, define scope
2. Current State    → Assess digital maturity, identify pain points
3. Target State     → Design digital vision, capability blueprint
4. Gap & Roadmap    → Analyze gaps, define phases, set milestones
5. Governance       → Design organization, investment, risk control

Step 1: Diagnosis

Determine the engagement context and select the appropriate strategic framework.

Framework Selection Guide

Scenario	Primary Framework	Secondary Reference
Large enterprise, business-led transformation	Huawei 5-See 3-Define (五看三定)	TOGAF
Mid-size, rapid digital build-out	McKinsey Digital Quotient + 3 Horizon	Lean Digital
Platform/ecosystem strategy	KPMG-Alibaba CPG Framework	EBC Model
Public sector/SOE	Government Digital Maturity + Policy Alignment	ISO 22301
Industry 4.0 / Manufacturing	Smart Manufacturing Reference Architecture	Industry 4.0 Maturity

Decision rule: If user does not specify, default to Huawei 5-See 3-Define for enterprises with revenue > 5B RMB, McKinsey Digital Quotient for others.

Scope Definition Checklist

Confirm with user (or infer from input):

• Industry and sub-sector
• Revenue scale and employee count
• Current IT spend as % of revenue
• Scope: Enterprise-wide or division/business-unit level
• Time horizon: 3-year / 5-year / 10-year
• Priority domains (select from: customer experience, operations, products, organization, data, technology)
• Known constraints (budget, timeline, regulatory, legacy systems)

Step 2: Current State Assessment

Evaluate the client's digital maturity across 6 dimensions.

Assessment Dimensions

Dimension	Key Questions	Data Sources
Strategy	Is there a published digital strategy? Is it linked to business strategy?	Strategy docs, board minutes
Customer	Digital touchpoint coverage? Customer data platform maturity?	CRM audit, journey maps
Operations	Process automation rate? IoT/shop floor digitization?	Process mining, site visits
Organization	Digital talent ratio? Agile adoption? CDO role?	Org chart, HR data
Data	Data governance maturity? Analytics adoption? Data quality score?	Data audit, system logs
Technology	Cloud adoption? Legacy system age? API maturity?	Architecture review

Rating scale: L1-AdHoc → L2-Opportunistic → L3-Repeatable → L4-Managed → L5-Optimized

Output of This Step

• Maturity radar chart data (6 dimensions × 5 levels)
• Top 5 pain points ranked by business impact
• Key findings summary (3-5 bullet points)

Step 3: Target State Design

Define the digital vision and capability blueprint.

Vision Statement Template

By [year], [company name] will be a [data-driven / digitally-native / intelligent] enterprise
where [key capability 1], [key capability 2], and [key capability 3] enable
[sustainable growth / operational excellence / customer intimacy / ecosystem leadership].

Capability Blueprint Structure

Design 4-6 core digital capabilities. For each capability, define:

Element	Description
Capability Name	E.g., "Intelligent Customer Operations"
Definition	1-2 sentence description
Business Scenarios	3-5 specific use cases
Enabling Technologies	Key tech stack components
Data Requirements	Critical data assets and flows
Success Metrics	2-3 KPIs with target values
Investment Estimate	T-shirt sizing: S/M/L/XL

Common Capability Patterns by Industry

Industry	Typical Capability Set
Manufacturing	Smart Factory, Digital Supply Chain, Connected Products, Digital R&D
Retail/CPG	Omnichannel Commerce, Precision Marketing, Smart Supply Chain, Consumer Data Platform
Financial Services	Digital Banking, Intelligent Risk, Open Finance, Embedded Finance
Energy/Utilities	Smart Grid, Digital Asset Management, Customer Energy Platform, Carbon Intelligence
Pharma/Healthcare	Digital R&D, Smart Manufacturing, Patient Engagement, Real-World Evidence

Step 4: Gap Analysis & Roadmap

Gap Analysis Matrix

For each capability, compare current (L?) vs target (L?) maturity:

Capability	Current	Target	Gap	Priority
Example: Smart Factory	L2	L4	2 levels	P1

Priority rules:

• P1 (Quick Wins): High impact, low effort, can start in Year 1
• P2 (Foundation): High impact, high effort, required before P3
• P3 (Differentiators): Strategic differentiation, start Year 2-3
• P4 (Future-Proof): Emerging tech, monitor and pilot

Roadmap Structure

Divide into 3 phases (adjust based on time horizon):

Phase 1: Foundation (Year 1)
  → Digital infrastructure, data governance, pilot use cases
  → Quick wins to build momentum

Phase 2: Scale (Year 2-3)
  → Enterprise rollout of validated capabilities
  → Cross-domain integration

Phase 3: Lead (Year 4-5)
  → Ecosystem expansion, AI-native operations
  → Continuous innovation

For each phase, specify:

• Key initiatives (5-8 per phase)
• Deliverables/milestones
• Investment allocation (%)
• Expected business outcomes

Step 5: Governance & Investment

Governance Framework

Element	Design Points
Steering Committee	C-level sponsors, meeting cadence
Program Management Office	Central vs federated model
Budget Model	Central funding vs charge-back, innovation fund
Talent Strategy	Build/buy/partner mix, academy plan
Risk Management	Top 10 risks with mitigation strategies
Success Metrics	KPI dashboard, quarterly review cadence

Investment Estimation Guidelines

• Light digitalization (L1→L2): 0.5-1.5% of revenue
• Medium transformation (L2→L3): 1.5-3.5% of revenue
• Deep transformation (L3→L4): 3.5-6% of revenue
• Split: 40% technology / 30% talent/change / 20% data / 10% ecosystem

Output Structure

The final output follows this structure. Populate every section.

1. Executive Summary (1 page)
   - Transformation thesis in 3 sentences
   - Key metrics: investment, timeline, expected ROI
   - Critical success factors

2. Strategic Context (2-3 pages)
   - Industry digital trends and benchmarks
   - Competitive landscape analysis
   - Internal capability assessment summary

3. Digital Vision & Target State (3-5 pages)
   - Vision statement
   - Capability blueprint (4-6 capabilities)
   - Target operating model

4. Gap Analysis (2-3 pages)
   - Maturity assessment results
   - Priority capability gaps
   - Root cause analysis

5. Transformation Roadmap (3-5 pages)
   - 3-phase implementation plan
   - Initiative backlog per phase
   - Milestone timeline

6. Governance & Investment (2-3 pages)
   - Organization design
   - Investment plan and business case
   - Risk mitigation
   - KPI framework

7. Appendices
   - Detailed maturity assessment
   - Benchmark data sources
   - Initiative charters (template)

Quality Checklist

Before delivering, verify:

• Vision statement is specific, measurable, and time-bound
• Each capability has clear business scenarios (not just tech features)
• Roadmap phases have realistic sequencing (no foundational gaps)
• Investment estimate includes change management, not just technology
• KPIs link to business outcomes, not just IT delivery metrics
• Governance design addresses who decides, who delivers, who measures
• Risk section includes legacy system migration and talent retention
• All external data/references have source citations

Deliverable Format

This skill produces structured strategic content and can hand it to AriaAI generation tools for downloadable deliverables.

• For PPT delivery: call generate_ppt_from_skill with skill_name: "digital-strategy" after the strategic content is complete
• For document delivery: Pass content to docx skill for document formatting
• For roadmap visualization: Generate timeline data in table format, render with xlsx skill for Gantt or phased timeline
• For architecture diagrams: Use generate_image for capability blueprint or target operating model visualization

PPT Tool Call

When the user asks for a PPT, leadership deck, presentation material, downloadable deliverable, or slide version, always create a slide-by-slide outline first and then call generate_ppt_from_skill.

PPT depth standard:

• Build a consulting-grade deck of 25+ slides by default, unless the user explicitly asks for fewer pages.
• Every business slide needs an action-oriented title, a clear recommendation, supporting evidence or assumptions, and implications for management.
• Use at least 4-6 substantive bullets per content slide. Avoid placeholder bullets such as "validate with interviews" unless they are attached to a specific question, data source, or decision.
• Strengthen every page with four layers of substance: (1) the conclusion or management answer, (2) the evidence or quantified assumption, (3) the concrete management action, and (4) the risk, trade-off, or decision required.
• For diagnosis pages, include symptoms, structural root causes, evidence sources, and the management action implied by the diagnosis.
• For blueprint pages, include capability definitions, business scenarios, enabling data/technology, operating responsibilities, and success metrics.
• For roadmap and investment pages, include phase gates, owners, dependencies, investment envelope, benefit assumptions, and KPI tracking rhythm.
• Include quantified assumptions where exact data is missing: revenue impact range, cost takeout range, investment envelope, timeline, adoption target, KPI baseline and target.
• Include the full storyline: executive answer, context, maturity diagnosis, heatmap, pain-point root causes, target ambition, operating model blueprint, capability blueprint, use-case portfolio, prioritization logic, roadmap, investment case, KPI dashboard, risk controls, governance, 90-day action plan, and appendices.
• Make the deck useful for a consulting partner reviewing client-ready material: each slide should be able to stand alone with enough detail for discussion.
• Add chapter divider slides every 4-6 business pages. Recommended dividers: Executive Alignment, Target Blueprint, Roadmap and Investment, Governance and Mobilization.
• Use two_column whenever the page compares current vs target, strengths vs constraints, value vs feasibility, investment vs benefits, or risks vs mitigations.
• Ensure roadmap, capability blueprint, maturity, target operating model, and investment pages contain enough visual keywords and structured bullets for the PPT generator to render richer visual pages.
• Keep the deck language consistent with the user's language. For Chinese requests, write slide titles, bullets, labels, notes, and section names in Chinese; do not mix English labels such as Executive Summary, Current/Target, Foundation/Scale/Lead unless the user explicitly asks for bilingual output.
• Do not pass raw Markdown into the PPT tool. Convert headings, bold text, tables, and long paragraphs into clean slide titles, bullets, two-column text, or structured visual pages.
• Use varied layouts across the deck: for chapter dividers, for argument pages, for contrast, for phases, for prioritization, for scorecards, for risk registers, and for action plans.

PPT design specification:

• Visual tone: consulting partner review deck, white background, restrained blue/teal accents, clear hierarchy, high whitespace, no decorative gradients or random illustration.
• Canvas: 16:9 executive presentation; each business page must have one main argument, one primary visual structure, and no more than 6 dense bullets.
• Page rhythm:
  • breathing: cover, chapter divider, single-message page.
  • anchor: executive answer, blueprint, operating model, capability map.
  • dense: diagnosis, matrix, roadmap, KPI, risk, appendix.
• Every slide object must include layout_key, page_rhythm, visualization_type, insight, and either content or left_content/right_content.
• insight is the page's one-sentence takeaway. It should be written like a slide headline claim, not a topic label.
• data_points should contain quantified assumptions, benchmark ranges, KPI targets, or evidence needed for the visual. If exact data is missing, provide explicit assumptions and label them as assumptions.
• management_implications should state the decision, trade-off, owner, or governance action required from management.

Digital Strategy PPT Standard Storyline

Use this richer second-level storyline by default for digital-strategy PPTs. Keep the order stable so the generator can apply chapter dividers, section numbering, visual pages, and lead sentences consistently.

1. 高层共识

   • 执行摘要：把数字化作为业务价值组合来管理
   • 战略背景：数字化窗口期已经从试点转向规模化
   • 战略目标拆解：把业务战略翻译为数字化议题
   • 战略设计原则：哪些事情必须统一，哪些事情允许业务创新

2. 现状诊断

   • 现状诊断：从六个维度识别成熟度短板
   • 成熟度热力图：优势基础与制约因素
   • 痛点根因：区分症状、结构性原因和管理动作
   • 客户与一线声音：把体验问题转化为可改造的流程断点
   • 系统与数据底座诊断：找出规模化复制前必须补齐的短板

3. 目标蓝图

   • 客户与增长体验缺口：优先找到价值泄漏点
   • 数字化愿景与目标状态：形成数据驱动的运营体系
   • 能力蓝图：围绕客户、运营、数据、AI 和平台建设
   • 数据与 AI 架构蓝图：从报表数据走向可运营的数据产品
   • 目标运营模式：把价值、数据、技术和变革责任拆清

4. 场景组合与能力落地

   • 场景组合：平衡快赢、基础能力和战略差异化
   • 场景优先级逻辑：按价值、可行性、依赖和变革准备度排序
   • 首批试点设计：用 3-5 个场景验证价值、数据和组织机制
   • 能力建设包：把单点场景沉淀为可复制的企业能力

5. 路线图与投资

   • 现状与目标状态对比
   • 差距优先级矩阵：先做高价值、低复杂度和可见成果
   • 三阶段路线图：夯实基础、规模复制、领先优化
   • 举措组合与里程碑：每个项目都要有价值、负责人和闸口
   • 收益实现路径：把业务价值拆成可跟踪的领先指标和滞后指标
   • 投资测算与资金机制：用阶段门把投入和价值绑定
   • 投资、KPI 与风险控制：建立可追踪的价值闭环

6. 治理与动员

   • 治理与运营模式：用节奏、责任和指标保证落地
   • 组织与人才机制：把数字化能力嵌入业务岗位和管理节奏
   • 风险登记与缓释计划：提前管理遗留、数据、采用和伙伴风险
   • 90 天行动计划：把共识转成可执行启动方案
   • 立即下一步：确认决策、验证基线并启动首批试点

Each chapter divider should include a short one-sentence lead in white text. Each business slide should include a one-sentence lead below the title, followed by enough structured content for the page to stand alone.

Allowed layout_key values:

layout_key	Use for	Visual discipline
executive_summary	executive answer, high-level thesis	4 executive cards: thesis, value, priorities, decisions
maturity_heatmap	maturity diagnosis	6-dimension maturity grid / heatmap
root_cause	pain-point analysis	symptom -> structural cause -> management action
target_blueprint	target-state ambition	target capability map
capability_blueprint	digital capability blueprint	hub-and-spoke capability system
operating_model	governance and TOM	role / decision-rights map
portfolio_matrix	use-case portfolio	2x2 quick-win / foundation / differentiator / defer matrix
prioritization_matrix	initiative priority	value vs feasibility matrix
roadmap	implementation roadmap	3-phase timeline
investment_kpi	investment, funding, KPI	4-card scorecard
risk_register	risk and mitigation	risk-mitigation paired rows
action_plan	90-day plan	week-by-week action timeline

• 逐页版式意图：
  • 执行摘要 / 战略答案：价值论点卡片 + 管理层决策焦点。
  • 成熟度诊断 / 热力图：六维成熟度网格。
  • 痛点根因：业务症状 -> 结构性原因 -> 管理动作漏斗。
  • 能力蓝图：中心辐射式数字能力地图。
  • 目标运营模式：治理与角色责任图。
  • 场景组合 / 优先级：2x2 组合矩阵。
  • 路线图 / 举措里程碑：三阶段时间线。
  • 投资 / KPI：价值、采用、交付、风险四卡片计分板。
  • 风险登记：风险与缓释动作成对展示。
  • 90 天计划 / 下一步：按周推进的行动时间线。

数字化战略 PPT 标准目录：

默认使用以下 25 页核心结构，除非用户明确要求更短、更长或行业定制版本。请保持章节顺序稳定，便于 PPT 生成器按页面类型应用专属版式和图形。

页码	章节	页面类型	标准页标题	页面目的
1	封面	title	数字化转型战略方案	明确客户、范围、规划周期和高层汇报语境
2	高层共识	title	高层共识	作为管理层答案章节的分隔页
3	高层共识	content	执行摘要：把数字化作为业务价值组合来管理	说明转型论点、价值目标、所需决策和立即请示事项
4	高层共识	content	战略背景：数字化窗口期已经从试点转向规模化	解释市场、客户、竞争和内部压力点
5	现状诊断	content	现状诊断：从六个维度识别成熟度短板	评估战略、客户、运营、组织、数据和技术成熟度
6	现状诊断	matrix	成熟度热力图：优势基础与制约因素	可视化优势、短板和需要高层介入的领域
7	现状诊断	content	痛点根因：区分症状、结构性原因和管理动作	将观察到的痛点转化为根因和管理动作
8	现状诊断	content	行业标杆与差距启示：用外部参照校准转型目标	用外部参照判断目标强度、投资节奏和能力缺口
9	目标蓝图	title	目标蓝图	作为目标状态设计章节的分隔页
10	目标蓝图	content	客户与增长体验缺口：优先找到价值泄漏点	识别客户旅程断点和增长场景
11	目标蓝图	content	数字化愿景与目标状态：形成数据驱动的运营体系	定义北极星目标、运营原则和目标状态
12	目标蓝图	content	能力蓝图：围绕客户、运营、数据、AI 和平台建设	展示数字能力地图和关键使能条件
13	目标蓝图	two_column	目标运营模式：把价值、数据、技术和变革责任拆清	明确角色、决策权、治理节奏和责任边界
14	场景组合	content	场景组合：平衡快赢、基础能力和战略差异化	构建增长、效率、风险和员工场景组合
15	场景组合	matrix	场景优先级逻辑：按价值、可行性、依赖和变革准备度排序	用组合矩阵排序举措优先级
16	路线图与投资	title	路线图与投资	作为实施顺序和资金机制章节的分隔页
17	路线图与投资	two_column	现状与目标状态对比	展示数据、流程、治理和能力的前后变化
18	路线图与投资	roadmap	三阶段路线图：夯实基础、规模复制、领先优化	定义三阶段实施路径和管理闸口
19	路线图与投资	content	举措组合与里程碑：每个项目都要有价值、负责人和闸口

可选附录页，仅在用户要求更长版本时添加：评估问卷、访谈提纲、基准假设、系统清单、详细举措章程、商业测算模型、KPI 字典和治理 RACI。

{
  "skill_name": "digital-strategy",
  "title": "[公司名称] 数字化转型战略方案",
  "subtitle": "数字化战略、能力蓝图、路线图与治理机制",
  "slides": [
    {
      "type": "content",
      "layout_key": "executive_summary",
      "page_rhythm": "anchor",
      "visualization_type": "executive_summary",
      "title": "执行摘要：把数字化作为业务价值组合来管理",
      "insight": "数字化转型应从零散项目升级为由业务价值、数据能力和治理节奏共同驱动的组合管理机制。",
      "content": "- 战略判断：数字化窗口期已从试点验证转向规模复制\n- 价值目标：用增长、效率、风险和决策速度四类 KPI 衡量转型\n- 优先动作：先补数据基础，再推进高价值场景和流程重构\n- 高层决策：确认范围、资金、负责人和第一批试点",
      "data_points": ["假设：3 年投资强度为收入的 1.5%-3.5%", "目标：首年形成 3-5 个可量化价值样板"],
      "management_implications" 
    
    
       
       
       
       
       
       
       
       
       
    
  

推荐 PPT 结构：默认使用上方 25 页核心目录。如果用户要求更长版本，保持同一顺序，只在治理与动员章节后追加可选附录页。

Dependencies

• generate_ppt_from_skill - creates .pptx files through AriaAI's python-pptx backend tool
• Optional template: place KPMG-Template.pptx or template.pptx under assets/ or references/; without a template, AriaAI falls back to the default PPT layout

References

• Framework details: See references/frameworks.md for expanded methodology descriptions, assessment questionnaires, and benchmark data
• Industry notes: See references/industry-notes.md for industry-specific digital transformation patterns, KPI benchmarks, and common pitfalls

Capability Upgrade

Mode Selection

• Quick: 输出数字化现状判断、核心机会和三阶段路线图。
• Standard: 输出战略诊断、目标蓝图、能力体系、路线图、治理和投资。
• Deep: 结合客户历史项目、知识库案例、系统现状、组织能力、财务目标和行业标杆，形成高层汇报级数字化战略。

Aria Context Enrichment

优先读取项目记忆中的客户目标、当前阶段、已有文档、会议纪要、待办和历史交付物。若存在客户偏好或行业案例，应反映到战略重点、表达风格和落地节奏中。

Quality Gates

• 战略目标能连接业务增长、效率、风险或体验。
• 能力蓝图不是技术清单，而包含场景、数据、流程和组织。
• 路线图有依赖、阶段门、资源和 KPI。
• 投资估算包含技术、数据、组织和变革管理。
• 输出能转为 PPT、路线图表或项目执行 backlog。

Consulting Excellence Layer

Transformation Thesis

Every digital strategy must start with a transformation thesis:

Because [market/customer/operation pressure] is changing,
[client] must shift from [current operating logic] to [future operating logic],
by building [3-5 capabilities],
so that [business outcome] improves within [time horizon].

This thesis guides the whole deck. If a capability, initiative, or system does not support the thesis, remove it or mark it as non-core.

Business Capability First

Do not start with systems. Translate technology into business capabilities:

Business Goal	Capability	Data / Process	Technology	KPI
Increase retention	Member lifecycle operation	Customer tags, campaign workflow	CDP, MA, analytics	Repeat purchase, churn
Improve delivery margin	Project cockpit	Project cost, tasks, risks	PM system, BI	Margin, delay rate
Reduce compliance risk	Digital control tower	Control evidence, alerts	Workflow, rules engine	Issue closure time

Digital Strategy Issue Tree

Use this issue tree for deep work:

1. Where is value leaking today?
2. Which digital capabilities can close the gap?
3. What data and process foundation is missing?
4. What operating model must change?
5. What should be piloted first, scaled second, and institutionalized third?
6. What investment and governance rhythm is required?

Roadmap Depth Standard

Each roadmap initiative must include:

• Business outcome and KPI.
• Required process change.
• Required data asset.
• Required system or integration.
• Owner and decision gate.
• Dependency and risk.
• 90-day proof point.

Executive Review Standard

For leadership decks, include one page each for:

• Transformation thesis.
• Current value leakage.
• Capability blueprint.
• Use-case portfolio.
• Operating model.
• Investment and value case.
• 90-day mobilization plan.

Deliverable Catalog

Deliverable	When to use	Minimum content	Format
Digital maturity diagnostic	项目启动或现状评估	六维成熟度、痛点、价值泄漏、证据和差距	Markdown / PPT
Transformation thesis memo	高层方向对齐	转型命题、为什么现在、目标状态、核心能力、成功标准	Markdown / Word
Digital capability blueprint	设计目标蓝图	业务能力、场景、数据、流程、技术、KPI、责任人	PPT / Markdown
Use-case / initiative portfolio	选择建设重点	候选举措、价值、可行性、依赖、优先级、阶段	Excel / PPT
Target operating model	组织和治理设计	角色、流程、决策权、会议节奏、指标和能力要求	PPT / Word
3-year roadmap	转入规划和执行	阶段、里程碑、依赖、投资、交付物、KPI	PPT / Excel
Investment and value case	预算或立项	成本、收益、假设、回收期、风险和敏感性	Excel / PPT
Executive strategy deck	管理层汇报	Storyline、诊断、蓝图、路线图、投资、治理、90 天计划	PPT