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Digital Maturity Assessment (DMA)

Audience: All users (role-dependent tasks)
Page Type: How-To Guide
Phase: Cross-Phase
Duration: Varies (30 min to 2 hours per assessment)

What is DMA?​

The Digital Maturity Assessment (DMA) is a structured questionnaire-based evaluation that measures your organization's digital capability across defined dimensions. It:

  • Establishes a baseline of your current digital maturity
  • Compares results against target maturity levels
  • Tracks progress over multiple assessment cycles
  • Produces visual reports (spider/radar charts, heat maps)

Plan Requirement: Requires the digital_maturity_assessment_core feature on your plan.

Roles in DMA​

RoleResponsibility
Organizer (ADMIN / STRATEGY_MANAGER)Creates the assessment, assigns participants, publishes results
Participant (any assigned user)Responds to questionnaire sections assigned to them
ViewerCan view published reports

Step-by-Step: Organizer​

Step 1: Create an Assessment​

  1. Go to Digital Maturity → Assessments
  2. Click New Assessment
  3. Enter:
    • Name: e.g., "2025 Digital Maturity Baseline"
    • Template: Select an assessment template (dimensions defined by your admin)
    • Cycle: Link to a strategic cycle
    • Unit: Which org unit is being assessed
  4. Click Create

Step 2: Assign Participants​

  1. Open the assessment
  2. Go to Participants tab
  3. Click + Assign User
  4. For each user, select which sections/dimensions they are responsible for
  5. Click Save — the system sends in-app notifications to each participant

Step 3: Monitor Progress​

On the assessment detail page:

  • See response completion rate per section and per participant
  • Send reminders via the Remind button next to incomplete sections

Step 4: Review and Publish​

  1. Once all sections are completed, go to the Results tab
  2. Review scores per dimension
  3. Click Publish to finalize the assessment
  4. Share the report link with stakeholders

Step-by-Step: Participant​

Finding Your Assigned Tasks​

  1. Go to Digital Maturity → My Tasks
  2. See all sections assigned to you, across all open assessments

Responding to a Section​

  1. Click an assigned task
  2. For each question in the section:
    • Select the maturity level (1–5 scale or other defined scale)
    • Optionally add a comment or evidence
  3. Click Submit Section when done

Your submission is immediately visible to the organizer.

Understanding Results​

Maturity Scale​

LevelMeaning
1 – InitialAd-hoc, unstructured
2 – DevelopingSome processes, not consistent
3 – DefinedDocumented and standardized
4 – ManagedMeasured and controlled
5 – OptimizingContinuously improving

Report Sections​

  • Radar Chart: Overall capability profile across all dimensions
  • Heat Map: Dimension scores by section and org unit
  • Gap Analysis: Difference between current and target maturity
  • Trend: Comparison with previous assessment cycles

Tips​

  • Schedule DMA annually or at the start of each strategic cycle
  • Use the AI Assistant: "Summarize our latest Digital Maturity Assessment results"
  • Set target maturity levels before the assessment to see a meaningful gap analysis