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Digital Maturity Assessment

Menu: Situation Analysis → Analysis Tools → Digital Maturity

An assessment applies a template's dimensions/capabilities/questions to the company, records raters and question assignments, and derives scores and coverage from approved answers. Access requires the effective digital_maturity_assessment_core feature and relevant permissions.

Organizer: prepare the assessment​

  1. Select the company and strategic cycle, then open the Digital Maturity card in Analysis Tools.
  2. With permission, create an assessment and check its name, template and scope fields.
  3. Add users in the detail page's Raters tab.
  4. Open the relevant dimension/capability in Questions and Assignments and assign questions to raters.

Adding raters and assigning individual questions are separate actions. Multiple raters and extended questions may depend on enabled features. Customize the template in Settings → Digital Maturity Template; see the template guide.

Participant: enter answers​

  1. Open the relevant tab in Goals & Tracking → My Tasks.
  2. Enter a score and comment on an assigned question and save a draft.
  3. With approval permission, approve the draft; use the permitted reopen action before correcting an approved answer.

Unassigned questions do not appear in your task list. Saving a draft does not finalize the assessment. See My Tasks.

Progress and coverage​

In Progress, review question, assignment, draft and approved-answer counts, plus completion by rater and dimension. Score and coverage differ: a high score alone does not mean enough questions were answered.

Task answers use a 1–5 score input. Question text, dimensions/capabilities and included content come from the selected template; do not assume a freely selectable 0–100 scoring scale.

Finalize and open the report​

  1. Review score and coverage in Overview.
  2. With permission, choose Finalize, review the displayed minimum-coverage condition and confirm.
  3. If conditions are not met, complete missing answers/assignments using the server's explanation.
  4. Use View Report on the finalized assessment.

A finalized assessment is locked for scoring. If a change is required, an authorized user uses Unlock and recalculates when needed. This is not a separate “Publish” and “Results” tab workflow.

Use the results​

Review overall score, dimension/capability results and coverage together. Use findings and SWOT links to inform focus areas. Do not assume automatic industry benchmarking or cross-cycle trend reporting for every assessment.

Troubleshooting​

  • If tasks are missing, check the company and question assignment.
  • If assignment is unavailable, check assessment state and permissions.
  • Loading/access failures show an error; this differs from an empty list.
  • If finalization is refused, meet the stated coverage and approved-answer conditions.